Customer list - aftermarket sale of warranty

Follow these steps to create an aftermarket sale of warranty.

  1. Select a quotation from the quotation list.
  2. Switch to tab 'Warranty' under the main tab 'Search & Create'. The available extended warranties for the selected equipment will be listed (QUS113).
  3. Select a 'Warranty record from the list.
  4. Create a quotation line via the icon 'New quotation line'. The right tab 'Quotation lines' will be updated with the new quotation line (refresh might be needed).
  5. Transfer the quotation to an order by pressing the icon 'Create order' in the right tab 'Quotation lines'.
  6. Switch to tab 'Fulfillment'.
  7. Select the newly released quotation. Order data related to the selected quotation will be displayed in the bottom list.
  8. Select the quotation line for the customer variation. Take related option '11 – Customer Order. Open Line' to open OIS101.