Miscellaneous Cost Records

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

Miscellaneous costs are used to add costs such as transportation and shipping to the quotation. It is possible to have more than one miscellaneous cost per quotation.

Quotation miscellaneous cost basic data is defined in 'Quotation. Add Miscellaneous costs' (QUS118).

Configuring the basic data for miscellaneous cost in EQM

  1. Enter the miscellaneous cost code and optionally a product number and select New. Miscellaneous costs without product number can be used generically.
  2. Enter a description. Entering a name is optional. If left blank, the name will be copied from the description field.
  3. 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.

  4. Enter a charge code in 'Order Line Charge. Open' (CRS275) or an item code in 'Item. Open' (MMS001). This information will define where the cost and sales prices will be taken from.
  5. Set the item name manually. Item name is displayed when the miscellaneous cost is linked to the quotation.
  6. Select the field 'Default record' if the miscellaneous record automatically should be added to the quotation upon creation.
  7. Click Next to save the record.