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A manage extension offers the ability to manage the extension levels. You can perform extension based on the extension levels like “Equipment Level”, “Contract Level” and “Line Level”. In equipment level extension, you can extend the equipment within the contract period according to the customer wish. You can select the existing line number for extending the equipment. In contract level extension, you can extend the contract level once the contract is completed. In line level extension, you can extend the line level of the equipment within the certain contract period. Contract number gets auto amended to the next amendment number if the total line number contract is extended.
Select the “Manage Extension” activity under the “Sales Office Desktop” business component.
The “Manage Extension” appears.
- Clicking this icon available near
certain fields takes you to the help page of the respective field.
To maintain the extension details
Enter the following details in the header:
Agreement No From |
The starting number in the range of agreement number from which you wish to retrieve the details. |
Agreement No To |
The ending number in the range of agreement number till which you wish to retrieve the details. |
Agreement Date From |
The starting date in the range of agreement date from which you wish to retrieve the details. |
Agreement Date To |
The ending date in the range of agreement date till which you wish to retrieve the details. |
Extension At |
Use the drop-down list box to select the extension. The combo is loaded with the values “Contract Level”, “Equipment Level” and the “Line Level”. |
Quotation No. From |
The starting number in the range of quotation number from which you wish to retrieve the details. |
Quotation No. To |
The ending number in the range of quotation number till which you wish to retrieve the details. |
Company Code |
The unique code that identifies the company. |
Quotation Date From |
The starting date in the range of quotation date from which you wish to retrieve the details. |
Quotation Date To |
The ending date in the range of quotation date till which you wish to retrieve the details. |
Org. Unit |
Use the drop-down list box to select the unit of organization. |
Customer Code From |
The starting code in the range of customer code from which you wish to retrieve the details. |
Customer Code To |
The ending code in the range of customer code till which you wish to retrieve the details. |
Customer Name |
The name of the customer. |
Click the “Search” button to retrieve the details in the multiline.
If the extension at is selected as “Contract Level Extension”, the system displays the following details:
Agreement No |
The unique number that identifies the agreement. |
Agreement Date |
The date on which the agreement is created. |
Start Date |
The date on which the agreement is started. |
End Date |
The date on which the agreement is ended. |
Req Extn Date |
The date on which the agreement extension is requested. |
Enter the following details in the multiline:
Approved Extn Date |
The date on which the requested extension is approved. |
Reason |
Any reason for approving the extension. |
The system displays the following details in the multiline.
Quotation No |
The unique number that identifies the quotation. |
Customer Name |
The name of the customer. |
Status |
The status of the agreement. |
Approved By |
The name of the person who approved the agreement extension. |
Approval Date |
The date and time at which the agreement extension is approved. |
Rejected By |
The name of the person who rejected the extension. |
Rejection Date |
The date and time at which the extension is rejected |
Click the “Approve” button to approve the manage extension details.
Click the “Reject” button to reject the manage extension details.
If the extension at is selected as “Equipment and Line Level Extension”, the following details are to be entered:
Agreement No |
Use the drop-down list box to select the existing agreement number. |
Line No |
Use the drop-down list box to select the line number of the agreement. |
The system displays the following details in the multiline:
Agreement No |
The unique number that identifies the agreement. |
Line No |
The line number of the agreement. |
Unit |
The name of the unit. |
Equipment Code |
The unique code that identifies the equipment. Note: This field is visible only if the extension is selected as “Equipment Level”. |
Equipment Desc |
The description of the equipment. Note: This field is visible only if the extension is selected as “Equipment Level”. |
Eqp Category |
The category of the equipment. |
Make-Model |
The name of the manufacturer and model number of the equipment. |
Ship Date |
The date on which the equipment is shipped. |
Assigned From |
The date from which the equipment is assigned. |
Assigned Till |
The date till which the equipment is assigned. |
Req Extn Date |
The date on which the extension is requested. |
Approved Extn Date |
The date on which the extension is approved. |
Reason |
Any reasons for approving the extension. |
Quotation No |
The unique number that identifies the quotation. |
Customer Name |
The name of the customer. |
Status |
The status of the agreement. |
Approved By |
The name of the person who approved the extension. |
Approval Date |
The date and time at which the extension is approved. |
Rejected By |
The name of the person who rejected the extension. |
Rejection Date |
The date and time at which the extension is rejected. |
Click the “Approve” button to approve the extension details.
Click the “Reject” button to reject the extension details.
To proceed, carryout the following:
Select the “Attach notes” link at the bottom of the page to attach the documents.
