EQM Product Support

EQM Product Support is the starting panel if the mashup is started standalone. You can find a number of options in 'EQM Product Support' which, in many cases, are the starting point for a certain type of workflow.

These options are the following:

• Customer

  In this workflow, you need to start with selecting a customer. Each step in the workflow has its own tab:

  • Customer

  • Quotations

    Either create a new quote or use an existing one.

  • Search & Create

    Select an equipment belonging to the customer and add quotation lines connected to the selected equipment.

  • Fulfillment

  For more details, see Customer

• Equipment

  In this workflow, you need to start with selecting an already sold equipment. Each step in the workflow has its own tab:

  • Equipment

  • Quotations

    Either create a new quote or use an existing one.

  • Search & Create

    Add quotation lines connected to the selected equipment.

  • Fulfillment

  For more details, see Equipment

• Work Schedule

  In this workflow, you need to start with selecting an open Work Order Operation. Each step in the workflow has its own tab:

  • Work Schedule

  • Quotations

    Either create a new quote or use an existing one.

  • Parts

    Add parts as quotation lines connected to the selected Work Order Operation.

  • Fulfillment

  For more details, see Work Schedule

• MCO quick entry

  Use this workflow is to quickly create Maintenance Customer Order without any quotation.

  • Customer > Equipment

  • All Equipment

• Cash invoice.

  This function handles cash invoice.

• My Quotation

  An overview of the 'Aftermarket' quotations created by the user.

• All Quotations

  An overview of all 'Aftermarket' quotations.