Product Support Detail Workflow

Follow these steps to work with Product Support Detail in EQM.

Note: The workflow below describes how EQM Product Support is used when accessed via M3 CLM.

In order to quote services, warranty, maintenance agreement or customer variations, the following M3 Business Engine programs should include some records to work with:

  • QUS113 - 'M3 Quotation. Add Warranty'

  • QUS114 - 'M3 Quotation. Add Service'

  • QUS115 - 'M3 Quotation. Add Maintenance agreement'

  • QUS119 - 'M3 Customer variation. Open'

  1. To create a quotation, choose Quotation > Create Product Support Quote in M3 CLM.
  2. After the quote is created in M3 CLM, the 'Product Support Detail' panel in EQM opens with the quotation header automatically created.
  3. To create a product support quotation line, go to the 'Search and Create' tab and add quotation lines for parts, service, maintenance agreement, customer variation and warranty.
    Note: You can create a quotation line from any of these panel by clicking 'New quotation line'.

    Quotation lines can be created from 'Product Support Detail' as well.

  4. When the quotation line is created, the quotation details are displayed under the 'Quotation' tab in EQM. The original prices for the quotation lines are taken from standard and service price lists specified in M3 Business Engine.

    After the quotation line is created, the opportunity value in M3 CLM is updated and the quote can be sent to the customer.

    Note: You can create several quotes to an opportunity.

After the customer accepts the quotation, the quote is converted to an order in M3 Business Engine and is listed under the 'Fulfillment' tab.