Quotation Order Types

EQM order types control a number of attributes associated with a quotation. Quotation order types are defined in 'Quotation Type. Open' (QUS020).

  1. Enter the new order type and press New.
  2. Enter a brief description of the order type and optionally a name.
  3. Enter a sales customer order type, this is used as a default on the quotation header, but may be changed when the quotation header is edited. The customer order type is defined in 'CO Type. Open' (OIS010).
  4. Enter the quotation numbering series.
  5. Define the maintenance agreement numbering series. This is used when the quotation is released and a maintenance agreement is created in 'Maint Agrmnt. Open' (COS410).
  6. Use the Private option to restrict the quotation to the users specified by the responsible, sales person and sales manager fields within the quotation header. The quotation will not be available in the list of quotations outside this group of users. Again, this provides an additional level of security and control.
  7. Enter optionally parameters related to Trade-in and Rental Purchase Option (RPO).
  8. The fields 'Validity period' and 'Delivery period' are used for calculating the default 'Valid to date' and 'Requested delivery date' on a quotation.
  9. The fields 'Retrieve equipment text' and 'PO line text' are used for retrieving text from the Equipment master (MMS240) and the Purchase order line (PPS201) to the quotation.
  10. The 'days pr expire' field allows you to specify how many days before the expiry date of the quotation should the application send out reminders to the sales executives to follow-up on the quotation. To generate these messages, you must run the 'Quotation Status Update' (QUS920) function.
  11. The 'Direct delivery' field is used to support a customer sale with direct delivery from the supplier.
  12. If the quotation needs to be approved, the status remains at 20 and must be approved before it can move on in its cycle.
  13. Quote approval controls if the quotation approval should carried out on the header level and on the individual line levels. If the quotation is set on the header level you can continue to select the additional parameters defined below.
  14. If the quote approval parameter is set, you can define which records must be individually approved. Quotation approval or line approval is carried out in EQM Manager mashup > My Quotations> Approval.

    Control of approval is defined in 'Settings. Quotation Approval' (QUS155).

    • Product;

    • Item (parts);

    • Warranty;

    • Configuration service;

    • Comissioning service;

    • Maintenance agreement;

    • Financing;

    • Promotion;

    • Miscellaneous (costs);

    • Trade-in.

  15. Click Next to save the record.