Equipment

The purpose of the workflow is to create an aftermarket sale of parts, service, customer variation or warranty for an equipment. The starting point is an equipment list.

Workflow Equipment for EQM

  1. Select an equipment from the 'Equipment' tab. Make sure to select an equipment that has already been sold to a customer. Related data to the selected equipment will be displayed in the right and bottom tabs.
  2. Switch to tab 'Quotations'. All open quotations connected to the equipment's customer will be displayed.
  3. Create a new quotation head via the icon 'New quotation'. The newly created quotation will be displayed in the top of the quotation list.
  4. Select the newly created quotation from the quotation list.
  5. Switch to tab 'Search & Create'.
  6. Add quotation lines via the tabs Parts, Service, Customer variation and Warranty in the same way as described in the 'Customer workflow'.
  7. Select an equipment. Related data to the selected equipment will be displayed in different tabs to the right and in the bottom of the mashup.
  8. Transfer the quotation to an order by pressing the icon 'Create order' in the right tab 'Quotation lines'.
  9. Switch to tab 'Fulfillment'.
  10. Select the newly released quotation. Order data related to the selected quotation will be displayed in the bottom list.
  11. Select a quotation line. For Parts or Warranty take related option '11 – Customer Order. Open Line' to open OIS101. For Service or Customer variation take related option '24 – Maintenance Customer Order. Open' to open COS100.