Adding services to a quotation

You can link commissioning and configuration services to the quotation. Depending on the setup of the equipment basic information, a configuration service can be automatically added to the quotation.

If required, you can delete the standard configuration service and add your own. The configuration service record is used to create a quotation line with the type 4. Commissioning services are used to create a quotation line of type 4.

On the Product tab, select the Service subtab and click the New service button. Alternatively, on the Product or All tab, right-click the product and select Related > Add Services.
Select a service from the list, then, to update the display, click Refresh. If the service is not displayed, adjust the basic information.
To manually update the sequence number, the responsible person, and the sales price, double-click the service record.
The remaining fields are calculated based on the cost price.
To remove services from the quotation, right-click the record and select Delete.

See Service records.

You can quote commissioning services for equipment in the customer's installation base. See EQM Product Support.