Equipment button

The equipment button provides two key features, the ability to search for equipment to include in to the quotation and also to create or modify an equipment configuration using the equipment configurator. In addition, the equipment search tab contains additional tabs that provide information on an equipments configuration, basic equipment detail including meter values and price and an equipment text tab.

Search and Connect tab

The search and connect tab provides a wide range of selection criteria to find the right equipment to include into a quotation or to create a new quotation based on the selected equipment.

Available options Description
Record types

You can decide what types of record you want to display.

  • On-hand (equipment which already exists in stock)

  • Purchase order (equipment already on order from the OEM)

  • Customer order (equipment on a sales order)

  • Item/Warehouse (only the basic data record exists)

  • Rental (equipment which is classified as rental equipment).
Record selection

Selection criteria includes:

  • Attribute model

  • Item number and name

  • Serial number

  • Five individual warehouses

  • Warehouse group

  • Five attributes ID's with from and to selection criteria

  • Item type

  • Item group

  • Product group

  • Equipment group

  • PO number.
Related options

Related options includes:

  • Create new quotation

  • Create quotation line (available from within an existing quotation)

Attribute tab

The attribute tab displays the attribute details of the selected equipment. This tab also contains an option to activate the equipment configurator in order to review the configuration in detail or to reconfigure it if it is connected to a quotation.

Equipment tab

The equipment tab displays information from three different sources, its displays basic data from 'Equipment. Open' (MMS240), price information from 'Equipment Price. Open' (MOS278) and meter readings from 'Equipment. Open Meter readings' (MMS241).

Text tab

The text tab displays the text block from the equipment 'Equipment. Open' (MMS240) or from the purchase order line.

Select and Configure tab

This tab activates the equipment configuration process. For details on configuration, see Configuring the Product.