Equipment Information on the Customer Order

This document describes how to enter equipment information. Equipment information is important when selling spare parts and might affect pricing.

All information entered on separate panel for equipment information at spare part sales can be used for pricing and some of it is available in the statistics. The information can be manually entered or retrieved from 'Equipment/Serialized Item. Open' (MMS240) by entering only the product and the serial number, which is an easy way to give the user instant access to the equipment information.

Limitations

Price simulation (OIS320) does not allow manual entry of all the equipment information (only product and serial number).

The functionality is only available if the ESM I-Switch is selected in 'Company. Open' (MNS095).

Before you start

  • For 'pricing' based on equipment information the control objects are defined as &-fields with the description 'Sold against XXX' in the field groups. For example &BRAN - Sold against Brand, indicating the 'Brand' of the equipment. They are available in field group OIPSM, OIPCT, OIDSM, OAGLN, and CRCHC.
  • Parameter 'Validate S/N' on the CO type (OIS010/F) decides if the serial number should be validated against 'Equipment/Serialized Item. Open' (MMS240) and if 'Sold Against Equipment. Open' (OIS116) should be automatically displayed at CO entry.
  • Parameter 'Several equipment' on the CO type (OIS010/F) decides if it is allowed to change the information on the header level when a CO line exists, i.e. if it is allowed to have different values for different CO lines. It also controls if the header values should be kept when leaving CO entry or if it should be cleared, in order to not risk creating a CO line against equipment that you didn't intend to create it against (when adding CO lines to an existing CO).

Spare part sale where equipment information is entered for the customer order or for specific customer order lines

  1. Create a customer order in 'Customer Order. Open' (OIS100).

  2. Enter the equipment information in 'Sold Against Equipment. Open' (OIS116) before creating the customer order line. This equipment information panel can be accessed in several ways:

    • By having panel J in the OIS100 panel sequence.
    • By using Action F23 – 'Sold against' from any OIS100 panel
    • By using Action F23 – 'Sold against' in OIS101/B (the list panel in 'Customer Order. Open Line')
    • Automatically because of the 'Validate S/N' parameter on the order type (OIS010/F) having value 1 or 3.

  3. Enter a valid combination of product and serial number to retrieve the equipment in-formation from 'Equipment/Serialized Item. Open' (MMS240), or enter the infor-mation manually.

  4. Enter CO line(s). All CO lines that are created will get the same equipment infor-mation until the information on the header level is cleared or changed. It can be cleared in OIS116 via function key F14 – 'Clear all'.

  5. The information in 'Sold Against Equipment. Open' (OIS116) can be accessed after CO head/CO line creation. In addition to the methods described above, it can also be accessed via:

    • Related option from OIS100 or OIS300
    • Related option from OIS101 or OIS301 (for the specific CO line)
    • F23 – 'Sold against' from any detailed panel in OIS101 (for the specific CO line).

  6. The product and serial number can be selected as fields in the panel version (OIS101 and OIS301) and are available in CO line panel J.

Outcome

CO lines created with the equipment information, which is accessible for viewing. Pricing might be controlled by any of the equipment information and some fields are available in the statistics (Product, Serial number, Brand, and Price model).

Spare part sale where Product and Serial number of the equipment that the part is sold against is entered in the CO line footer

  1. Create a customer order in 'Customer Order. Open' (OIS100).

  2. Select 'Input alternative panel B' = 8 in 'Customer Order. Open Line' (OIS101).

  3. Enter a valid combination of product and serial number in the footer when creating the order line.

  4. The product and serial number can be selected as fields in the panel version (OIS101 and OIS301) and are available in CO line panel J.

Outcome

CO lines created with the product and serial number stored on the order line. Pricing might be controlled by any of the equipment information stored for the product and serial number in 'Equipment/Serialized Item. Open' (MMS240). The product and serial number are available in the statistics.

Sell equipment from stock and sell an attachment against that equipment

  1. Create a customer order in 'Customer Order. Open' (OIS100).

  2. Select 'Input alternative panel B' = 10 in 'Customer Order. Open Line' (OIS101).

  3. Enter an order line for the equipment by entering the item number and the serial number.

  4. Enter an order line for the attachment by entering the item number and the 'Sold against line' (the order line number for the equipment order line).

    Note: The price of the attachment should be based on the equipment you sell it against.

  5. The product and serial number can be selected as fields in the panel version (OIS101 and OIS301) and are available in CO line panel J.

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