Service Records

This section describes how to configure the basic data for service records for use with quotations.

The following service records can be defined:

  • Configuration service

    A configuration service is used to configure the equipment with additional options. A configuration service will be automatically added to the quotation only if the service is linked to the equipment in 'Item. Open' (MMS001/J). The configuration service you are linking here are therefore the ones that you want to manually apply to the quotation.

    Note: The configuration service must be linked to the product/equipment in 'Item. Open' (MMS001/J).

  • Commissioning service

    A commissioning service can be used to manage on-site work after the equipment has been delivered to the customer. This may, for example, be commissioning or for on-site training.

Note: You can only link one configuration service to a quotation, but you can link many commissioning services.

Service data is defined in 'Service. Open' (MOS300). The sales and the cost price for a commission service are setup in 'Service. Enter Prices' (MOS306) using two different service price lists: one external for the sales price and one internal for the cost price.

When a quotation is released, a configuration service will create a work request in 'Work Request. Open' (MOS170) and a commissioning service will create a maintenance customer order/line in COS100/COS101. Quotation service basic data is defined in 'Quotation. Add Service' (QUS114). Related options from this function allow you to access service basic data and also agreement lines (if an agreement number has been entered against a record).

Configuring the basic data for service records in EQM

  1. Enter the product number together with the structure type (if used) and the service name and select New.
  2. Set the status of the record to

    • 20 to allow the sales executives to use this record when creating the quotation.

    • 10 if the record is still being prepared.

    • 90 to indicate if the record has expired or is no longer required.

    The responsible field indicates who is responsible for maintaining this record. This field is for information purposes only.

  3. Optionally, enter a maintenance customer order agreement number. This is used for the install service and the install service should normally be linked to a valid MCO agreement. Generic MCO agreements (that is agreements not linked to a customer) can also be used. If the field is not used the commission service will be linked to the quotation's Maintenance Agreement record.
  4. The internal customer field is used on the maintenance customer order and moved to the payer field for internal billing purposes. There is a check on this field to make sure a customer type seven is used.
  5. A configuration service will be automatically added to the quotation only if the service is linked to the equipment in 'Item. Open' (MMS001/J).
  6. Select the field 'Default record' if the service automatically should be added to the quotation upon creation.

    If selected, the 'OEM Code Details' from the service definition (MOS300/J) are displayed.

  7. Click Next to save the record.