Services

You can link commissioning and configuration services to the quotation. A configuration service may be automatically added to the quotation based on the equipments basic data setup.

You can delete the standard configuration service and add your own if required. A configuration service record creates quotation line type four. Commissioning services create quotation line type four.

  1. From the 'Quotation Service' tab, press the 'New Service' button, or from the 'All' tab highlight the product and choose Open related > Add Services.
  2. Select a service from the list, and click Refresh to update the display. If the service is not displayed, adjust the basic data.
  3. Double-click on the service record to manually update the sequence number, responsible and the sales price. The remaining fields will be calculated based on the cost price.
  4. To remove services from the quotation, right-click the record and choose Delete.

    For additional information, refer to Service Records.

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