Workflow

Follow this workflow:

  1. Customer

    See Customer.

  2. Equipment

    See Equipment.

  3. Work schedule

    See Work schedule.

  4. MCO quick entry.
Note: The workflow describes how to use EQM Product Support when the application runs stand-alone, but not when 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)