Customer list - aftermarket sale of customer variation

Follow these steps to create an aftermarket sale of customer variation.

  1. Select a quotation from the quotation list.
  2. Switch to tab 'Customer variation' under the main tab 'Search & Create'. The existing customer variations for the selected customer will be listed (QUS119).
  3. Select a 'Customer variation' record from the list. If needed, take option 'Change' to update the record.
  4. Create a quotation line via the icon 'New quotation line'. The right tab 'Quotation lines' will be updated with the new quotation line (refresh might be needed).
  5. Transfer the quotation to an order by pressing the icon 'Create order' in the right tab 'Quotation lines'.
  6. Switch to tab 'Fulfillment'.
  7. Select the newly released quotation. Order data related to the selected quotation will be displayed in the bottom list.
  8. Select the quotation line for the customer variation. Take related option '24 – Maintenance Customer Order. Open' to open COS100.