Service records

You can configure basic information for service records that are used with quotations.

You can define these service records:

• Configuration service

  To configure the equipment with additional options, you can define a configuration service. If the service is linked to the equipment in 'Item. Open' (MMS001/J), a configuration service is automatically added to the quotation. You can manually apply the configuration service that you are linking here to the quotation.

  In (MMS001/J), you must link the configuration service to the product or equipment.

• Commissioning service

  To manage on-site work after the equipment has been delivered to the customer, you can define a commissioning service. For example, you can define commissioning or on-site training as a commissioning service.

You can link only one configuration service to a quotation, but you can link several commissioning services to a quotation.

In 'Service. Open' (MOS300), you can define service information. Use 'Service. enter Prices' (MOS306) to define the sales price and the cost price of a commissioning service. You can use two service price lists:

• An external list for the sales price
• An internal list for the cost price

After the quotation has been released, these records are created:

• For a configuration service, a work request is created in 'Work Request. Open' (MOS170).
• For a commissioning service, a maintenance customer order is created in 'Maintenance Customer Orders. Open' (COS100) or a maintenance customer order line is created in 'Maintenance Customer Orders. Open Line' (COS101).

In 'Quotation. Add Services' (QUS114), you can define basic information for a quotation service. From the Related menu, you can access this information:

• Basic information about the service
• Agreement lines, if an agreement number has been specified against a record