Items

Note: You cannot add Items to a quotation if 'Financing Type 1 - RPO' or 'Financing Type 2 - Rental' is used.

Items (for example spare parts) can be added to the quotation. Items could include consumable items used in the everyday operation of the equipment or kits used in routine customer maintenance. Items could also include components or sub-assembles that the customer may want to keep locally at his facility and used for any service work that he should want to carry out. Items are linked to the quotation header and do not refer to any particular product line.

Items are added as lines to the sales order when the quotation is released and create quotation line type one.

  1. From the quotation detail screen, click the 'Part' tab and then press the 'New part' button or from the 'All' tab simply click the 'New part' button.

    The sequence number can be used to sort the quotation lines.

  2. The responsible field will be automatically populated but can be changed.
  3. The warehouse will default from quotation header, but may be changed.
  4. Enter a valid item number for the spare parts.

    The serial number can be entered for serialized spare parts.

  5. Enter the a quantity of parts required.
  6. The requested and planned delivery dates will be automatically defaulted from the requested delivery date on the quotation header but may be changed here. These provide a more accurate indicator of when the equipment is likely to be delivered (which could be earlier or later than requested).
  7. The product number allows you to connect the item to an equipment, this information will then be transferred to the customer order.
  8. The serial number is used in conjunction with the field above and allows you to connect the item to an equipment, this information will then be transferred to the customer order.
  9. Optionally enter the Industry Application and Environment codes. These typically describe use of the vehicle such as forestry or mining.
  10. Click Next to save the record and return to the quotation detail screen. Click Refresh to update the display. The spare parts records can be edited by double-clicking on them, when editing a spare part record, a second screen with detailed cost and price information will be displayed. The VAT/sales tax and sales price may be adjusted in these screens.
  11. To remove an items (for example spare parts records) from the quotation, right-click the record and choose Delete.

The cost and sales price for the spare parts will be retrieved from M3 Business Engine according to the rules governing these records.

For more information on how to quote items for equipment in the customer's install base, refer to Rental Agreement in EQM.