Product Support Detail

Product Support Detail is the starting panel if EQM Product Support is accessed via CLM.

You can find a number of tabs and buttons in 'Product Support Detail' which, in many cases, will restrict the amount of data displayed for the quotation you are currently working with.

These buttons are:

• Summary

  An expandable view of the quotations details

• Install Base

  Install Base gives an overview of the customer's equipments and consists of the following areas:

  • Equipment

    List of the customer's equipments.

    From this area, you can access the following functions

    • Equipment

      This panel lists all equipment

    • Parts

      This panel allows you to search and create parts quotation lines connected to a selected equipment.

    • Service

      This panel allows you to search and create service quotation lines for a selected equipment.

    • Customer variation

      This panel allows you to search and create customized service quotation lines for a selected equipment.

    • Warranty

      This panel allows you to search and create warranty quotation lines for a selected equipment.

  • Equipment related data

    Access meter reading, warranty, maintenance agreement, attributes and address for a selected equipment from the equipment list.

  • Equipment related transactions

    Open and closed customer orders, spare parts sale, maintenance orders and service history for a selected equipment from the equipment list.

• Print studio

  Only available if Infor Document Management is installed and configured for EQM.

• Fulfillment

  Follow up the progress of the orders created from the quotation.

• Deal Review

  Compare the sales and cost estimates from the quotation with the actual output from the invoices.

The 'Product Support Detail' panel has a number of tabs to manage the quoted parts, service, warranty and maintenance agreement. The 'All' tab displays all quotation transactions in one screen.