Effects of Releasing a Quotation

Sales Batch Order Entry (OIS275)

The quotation elements that will create a sales order in 'Customer Order. Open' (OIS100/101) will initially pass through sales batch order entry (OIS275) here, any error will be trapped and must be corrected before a sales order and sales order lines are created.

The Sales Order

The product, spare parts, extended warranty, promotion, miscellaneous costs, maintenance agreement pre-payment and trade-in will create data and records on the sales order. The standard warranty will update the 'given warranty' field.

The Service

The configuration service will trigger a work request into Work Request. Open' (MOS170). The work request will either be used to build the Product, or to re-configure an already existing Product. If local options have been added to the quotation by the Equipment Configurator, related services connected to the configuration service will be created. The commission service will trigger a maintenance customer order in 'Maint CO. Open' (COS100) and maintenance customer order line in COS101.

Maintenance Agreement

The maintenance agreement will will create a maintenance agreement in 'Maint Agrmnt. Open' (COS410).

Equipment

The trade-in will create an equipment record in 'Equipment/Serialized Item. Open' (MMS240) and a record in 'Equipment. Update History' (MOS290) if it does not already exist.

Warranty Records

Warranty records will be created for both the standard and extended warranties from the quotation.

Promotion

For a claimable promotion, claims gets automatically created. The records created can then be further processed in 'Warranty Claim. Open' (MOS750).

Financing

If the financing type is either '1 - RPO' or '2 - Rental', a rental agreement and an internal customer order will be created.

If financing type is '0 - Leasing', a temporary leasing agreement and a customer order will be created.