Workflow
Follow this workflow:
- Customer – see Customer.
- Equipment – see Equipment.
- Work schedule – see Work schedule.
- MCO quick entry.
Note: The workflow hereinafter describes how
EQM Product Support can be used when the application is
run stand-alone, but not when it is accessed through M3 Customer LifeCycle Management.
Before you start
To quote services, warranty, or maintenance agreement, these Infor M3 Business Engine programs must include some records to work with:
- 'Quotation. Add Warranty' (QUS113)
- 'Quotation. Add Services' (QUS114)
- 'Quotation. Add Maintenance Agreement' (QUS115)