Effects of releasing a quotation

The quotation elements used to create a sales order in 'Customer Order. Open' (OIS100/101) initially pass through a sales batch order entry in 'Batch Customer Order. Open' (OIS275). Any error is trapped and must be corrected before a sales order and sales order lines are created.

The product, spare parts, extended warranty, promotion, miscellaneous costs, maintenance agreement prepayment, and trade-in are used to create data and records on the sales order. The standard warranty is used to update the Given warranty field.

The configuration service triggers a work request into 'Work Request. Open' (MOS170). The work request is used to build the product or to reconfigure an already existing product. If local options have been added to the quotation using the Configurator feature, then related services connected to the configuration service are created.

The commission service triggers a maintenance customer order in 'Maintenance Customer Orders. Open' (COS100) and a maintenance customer order line in 'Maintenance Customer Orders. Open Line' (COS101).

The maintenance agreement is used to create a maintenance agreement in 'Maint Agrmnt. Open' (COS410).

The trade-in is used to create an equipment record in 'Equipment/Serialized Item. Open' (MMS240) and a record in 'Equipment. Update History' (MOS290) if it does not already exist.

Warranty records are created for both the standard and extended warranties from the quotation.

For a claimable promotion, claims are automatically created. Then, you can further process the created records in 'Warranty Claim. Open' (MOS750).

If the financing type is 2-Rental, then a rental agreement and an internal customer order are created.

If the financing type is 3-Leasing or 4-IRR, then a temporary leasing agreement and a customer order are created.