Contract quotes

You can use the Call Management to register a request for a service-contract quote, or a service contract.

A service-contract quote consists of:

  • The service-contract quote header, which contains, for example, information about the business partners, invoicing, and installments.
  • The terms and conditions for the service-contract quote, the extent of coverage and the pricing.
  • The installation group and/or serialized items covered by the service-contract quote.
  • Details of the maintenance plans that belong to any of the selected Installation groups or models.

You can use the type of terms and the specification to change the conditions of the service-contract quote in a flexible manner. For example, the cost amounts and the sales amounts are varied and the calculated result is displayed.

You can manually create a service-contract quote, or use service-contract templates

After you create a service-contract quote, you can simulate the prices. For example, you can vary the pricing methods to calculate and display various final totals. You can select the best pricing method within the required gross margin.

After the details of a service contract quote are finalized, you can print the service-contract quote documents and send the documents to the business partner. The details are finalized and you cannot make any further changes to the service-contract quote terms

The business partner can review the service-contract quote to accept, cancel, or modify the service-contract quote.

You can make the modifications as required by the business partner and process the accepted service-contract quote to activate the service contract.

You can post the processed and cancelled service-contract quotes to history and delete the quotes.

Note: The information that is posted to history is controlled by settings in the Contract Management Parameters (tsctm0100m000) session.

You must specify an installment template for a service-contract quote.