Customer list - aftermarket sale of services

Follow these steps to create an aftermarket sale of services.

  1. Select a quotation from the quotation list.
  2. Switch to tab 'Parts' under the main tab 'Search & Create'. The predefined services (QUS114) that are available for the selected equipment will be listed under the tab 'Predefined'. The tab 'All' will list all service definitions (MOS300).
  3. Select a service either from the 'Predefined' or the 'All' tab. The product structure for the selected service will be displayed in the bottom tab 'Material/Operation'.
  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 service. Take related option '24 – Maintenance Customer Order. Open' to open COS100.