Quotation fulfillment

To follow up on a quotation, use the Fulfillment tab, and access these programs:

  • 'Customer Order. Open Line' (OIS101), to track this information:
    • The product
    • The extended warranty
    • The miscellaneous costs
    • Initial payment from the maintenance agreement
  • 'Maintenance Customer Orders. Open' (COS100), to track the installation and commissioning service,
  • 'Maint Agrmnt. Open' (COS410), to track the maintenance agreement,
  • 'Work Request. Open' (MOS170), to track the configuration service,
  • 'Rental Logistics Toolbox. Open' (STS140), to track the rental line for financing type 2-Rental, 3-Leasing, or 4-IRR,
  • 'Planned Purchase Order. Open' (PPS170) and 'Purchase Order. Display Lines' (PPS220), to track purchase activities.