Asset Process Flow from Quotes and Orders to Agreements

When a customer wants a quote, the following steps occur:

1. The user creates a quote for numerous products. This quote contains an after-sale service component to cover the quoted products.

2. When the customer agrees with the quote, the users creates the order for the products and the product service coverage.

3. In the Assets view in the Catalog view in the List view of the Sales Order screen, the user selects the Auto-Asset command in the menu. An instance of the asset is created from the quoted products, and the instance is associated with the quote.

4. In the Agreements view in the List view of the Quotes screen, the user clicks the Auto Contract button to create an agreement with the header information corresponding to the order. The agreement line item is now the service product, and the assets created from the quote are associated with the agreement line item. The user can add assets to or remove assets from this list as required.

   Note: The pricing of the service agreement is a combination of the pricing of the service product and the asset that the service product covers.