EQM Product Support
If you start the mashup stand-alone, then the EQM Product Support panel is displayed. You can use features which, in many cases, are the starting point for a certain type of workflow.
Customer
In this workflow, you must first select a customer. See Customer. A tab is displayed for each step in the workflow. This table shows the available tabs:
| Tab | Task |
|---|---|
| Customer | |
| Quotations | You can create a quotation or use an existing one. |
| Search & Create | You can select an equipment belonging to the customer and add quotation lines connected to the selected equipment. |
| Fulfillment |
Equipment
In this workflow, you must first select an already sold equipment. See Equipment. A tab is displayed for each step in the workflow. This table shows the available tabs:
| Tab | Task |
|---|---|
| Customer | |
| Quotations | You can create a quotation or use an existing one. |
| Search & Create | You can add quotation lines connected to the selected equipment. |
| Fulfillment |
Work Schedule
In this workflow, you must first select an open work order operation. See Work schedule. A tab is displayed for each step in the workflow. This table shows the available tabs:
| Tab | Task |
|---|---|
| Work Schedule | |
| Quotations | You can create a quotation or use an existing one. |
| Parts | You can add parts as quotation lines connected to the selected work order operation. |
| Fulfillment |
MCO quick entry
To quickly create a maintenance customer order without any quotation, use this workflow. This panel shows the Customer, Equipment, and All equipment tabs.
Cash invoice
You can manage cash invoices.
My Quotations
You can display an overview of the aftermarket quotations created by the user.
All Quotations
You can display an overview of all aftermarket quotations.