Configuring items

If the financing type 2-Rental is used, then you cannot add items to a quotation.

You can add items, such as spare parts, to the quotation. Items can include consumable items used in the everyday operation of the equipment, or kits used in routine customer maintenance. Items can also include components or subassemblies that the customer wants to keep locally at the facility. If the item is not listed in the catalog in 'Item. Open' (MMS001), use an Extended Catalog Item (ECI) for processing the customer demand. Items can be used for any service work that the customer wants to carry out. Items are linked to the quotation header and do not refer to any particular product line.

When the quotation is released, items are added as lines to the sales order and a quotation line is created of type 1.

In the Equipment Quotation Detail window, click the Item or All tab, then click the New item button.
The sequence number can be used to sort quotation lines.
Optionally, modify the value of the Responsible field and the warehouse.
The Responsible field is automatically populated. The default value for the warehouse is retrieved from the quotation header.
Specify a valid item number for spare parts. For serialized spare parts, you can specify a serial number.
Specify the required quantity of parts.

The default values of the requested and planned delivery dates are retrieved from the requested delivery date on the quotation header. You can modify this information. These dates provide a more accurate indicator of when the equipment is likely to be delivered, which could be earlier or later than requested.

For a line type 1-item, you can choose the delivery date.

The default setting for the planned delivery date is retrieved from the requested delivery date. The Avail check field value in 'CO Type. Open' (OIS010/H) is then set to 0-No.

The delivery date can also be estimated. The estimated delivery date is based on the on-hand quantity and the lead time in 'Item. Connect Warehouse' (MMS002). Select a value other than 0-No in the Avail check field in (OIS010/H) to get the estimated delivery date.

Using the product number, you can connect the item to an equipment. This information is then transferred to the customer order.

Using the serial number, which is used in conjunction with the field above, you can connect the item to an equipment. This information is then transferred to the customer order.
Optionally, specify the industry application and the environment codes.
This information typically describes the use of the vehicle, such as forestry or mining.
To save the record and return to the Equipment Quotation Detail window, click Next. To update the display, click Refresh.
To edit a spare part record, double-click it. On a second page that shows detailed cost and price information, you can adjust the VAT or sales tax and the sales price.
To remove items, such as spare parts records, from the quotation, right-click the record and select Delete.

The cost and sales prices of the spare parts are retrieved from Infor M3 Business Engine according to the rules governing these records.

You can quote items for equipment in the customer's installation database. See EQM Product Support.