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Special Engineering Requests
A Special Engineering Request is something that a user may ask the factory to do that is out of the ordinary for the product being ordered. For example, if you wish to have your unit painted a different color or made from a different material, you must submit an SER (Special Engineering Request).
After submitting an SER, the factory will review the user's request and if they are able to accommodate the request, price the request, and will send the quote or order back to the representative.
Special Engineering Request Sections
Starting with Solution Center version 3.3.62, SERs (Special Engineering Requests) may be located in two different sections of a quote or order. SERs may be tied to a specific line item, as they have always been pre version 3.3.62, or may be associated with a quote or order.
Line Item Specific SERs
SERs may be assigned to individual or groups of line items. To view or edit SERs associated with a line item, scroll down to the Line Items & Accessories section of the quote or order as shown in the following figure
SERs associated with the line item will be displayed in the column labeled Special Engineering Request and may have additional information associated with them such as Status, SER Total and Setup Fee. For more information on SERs please view the help topic entitled Special Engineering Requests.
Users may add SERs to an individual or group of line items contained on a quote or order by clicking the balloon .png){kind=small}
icon in the line item grid. When this icon is clicked a modal pop up is displayed that allows the user to enter Reference and Description information related to the SER (see the figure below)
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Once the information related to the SER has been added the Save button is clicked, the page will automatically refresh and the SER will be displayed in the grid as shown in the figure below.
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Since the SER was added but has not been reviewed by the factory, only the Special Engineering Request column will be updated. The Status, SER Total and Setup Fee columns will be set to their default values. In this example the SER was added to a consolidated group of line items and since there are three line items in the group when the engineering department reviews and eventually prices the request the price will be multiplied times the number of items in the group. In this example, there are three items in the group so the setup fee and SER price will be multiplied times three and will be added to the Total for the line item.
The Pricing Summary section will not change until after the SERs have been reviewed by the engineering department and returned to the user.
To make modifications to the SER(s) for a single line item, change the Line Item view to Details view and click the balloon icon next to the line item. When complete, click the Save button to update the line item SER section and the Pricing Summary section.
If you wish to add or modify an SER for an individual line item click the Show Details link in the Line Items & Accessories section prior to adding or editing the SER as shown in the following figure.
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Doing so makes the change for the one specific line item instead of the consolidated line item group.
Quote or Order Specific SERs
As mentioned above, starting with the Solution Center version 3.3.62, SERs may be added to a quote or order regardless of the line items. This is useful is the request is not specific to an individual line item but is instead a general request made for the quote or order.
To view, modify delete any Special Engineering Requests scroll down to the bottom of the quote or order page until the SER section comes into view. See the following figure.
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From this grid the user may edit, delete and change the status of any of the requests associated with the quote or order. New requests may also be added by the user by clicking the Add New button.
To delete a request click the delete .png){kind=small}
icon. You will be prompted to confirm the deletion of the item.
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To delete the item from the quote or order click (1).png){kind=small}
. To cancel the deletion and return to the quote or order click (1).png){kind=small}
The Special Engineering Request grid will automatically refresh and the Pricing Summary section will update.
To modify the request click the edit icon .png){kind=small}
next to the item that you wish to modify. The Special Engineering Request Details dialog box will be displayed.
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From this dialog box you will be able to make modifications to the request.
The following is a list of the required fields for the Edit Special Request dialog box:
Description – A textual description of the engineering request (maximum of 255 characters)
Quantity – An integer value representing the number of items in the request
Once you have reviewed the special request ensure that all the required fields have been filled in and click the (1).png){kind=small}
button. If the item has been reviewed by the factory and has been priced, if the quantity has been changed, the Pricing Summary section and the SER section will automatically reflect the new total.
After you have added the Special Requests to your quote or order, it must be submitted to the engineering department for at ClimateMaster for review. The review process ensures that the request can be honored and also allows the factory to assign a price to the request, if applicable.
To submit a quote or order to the engineering department for review click the Request Engineering Review .png){kind=small}
button at the bottom of the page.
When the Comments pop up is displayed you may enter any notes that you wish to communicate to the engineering department as shown in the following figure. When you have finished entering your notes, click the Save and Send button to send the quote or order to the engineering department. If you don't wish to send any notes click the Cancel button.
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