Sales Quotation Best Practices
SMA's are bunched together for multiple serial numbers, then calibrations are bunched together last for multiple serial numbers. Do not bunch things together by machine, such as SMA then Calibration for one machine, then SMA and calibration for second machine, etc. This can cause unpredictable errors in the quote .pdf output.
SMA for each serial number starts with a Software Bom part number, 1978-431-0000. All software options must point to the Software Bom line using the higher level item number.
All quote line items, particularly the SMA's, are done in sequence in 10's (10, 20, 30, etc). No missing 10's, no line items that are not in sequence of 10's (5, 8, 11) as this interferes with the Macro Customer Care uses to create an SMA Contract. Click on "Renumber" to correct as needed.
SMA software options, and SMA license type (Dongle, or PC bonded) in the quote must match what's in the iBase record.
Requested Delivery Date in the quote must match the SMA start date, even when backdating the SMA start date. SMA start date must always be the first of the month, expiration date must be the last day of the month.
Customer PO and quote output .pdf must be attached to the Quote in Attachments.
Customer PO vendor name must be Carl Zeiss Industrial Quality Solutions, LLC or can be abbreviated, preferred abbreviation is Carl Zeiss IQS LLC.
Customer PO vendor address must be the Maple Grove factory address, or alternately the new remit-to address. We prefer the factory street address, but some companies cannot have separate vendor address and remit-to address in their system, so we will accept the NEW remit-to address (28867 Network Place, Chicago IL 60673-1250) as the PO vendor address.
Customer PO payment terms must be Net 30, Net 45, or Net 60 unless customer has an LTA or special agreement with Zeiss that specifies different payment terms. For example, a few LTA customers (Schaeffler) or strategic accounts (Chrysler/Stellantis, Pratt & Whitney) my have Net 90.
PO number in CRM Quote PO field must match customer PO exactly, including dashes, and special characters.