Notes

1. Master Data needed is highlighted in yellow.

2. Customer 360 might be available in Trakindo CRM.
3. Trakindo might have CRM Issue Management where we could show Credit Management (late
payment) for last step.
4. Please refer to the additional information in the document for remaining steps and information:
02052014_ Ja Delmas June 3rd Demo -Scenarios_System Environment ADMS 1 2 Vs1 1 V1 4.xlsx

- Customer opportunity arises

o Prospect Customer Monurent is created
o Opportunities created for customer in Company2
 Opportunity #1: 1 16M Motor grader in 3 months; show value of potential
opportunity $750K
 Opportunity #2: 3 374D Excavators and 1 740 D truck, plus Fire Protection
system install amount $5000
 Use serial numbers (don’t include model in the serial number)
o 374D: 1EXC12345
o 374D: 1EXC23456
o 374D: 1EXC34567
o 740D: 1TRK12345
 Opportunity #3: New PM Contract 2yrs/6000 hrs on the 3 374D Excavators.
Due 3 months from now
- Customer asks for a quote (in CRM if possible, if not in ECC)
o Quote for Monurent for Opportunity #2:
 4 machines above, plus the PDO for the $5000 Fire Protection system install and
Machine Start up $2000
- Add PDO Standard Job
o Create Standard Job for
 PDO Named Fire Protection System Install
 With price of $5,000
 With parts list:
 12-1R0750 Filters
 4-3574187 Lift Pump Kit
 4-1349137 Hose As parts
 With Outside Service Labor Estimated at $2000 (miscellaneous item in SJ)
- Converting Quote to Sales Order
o Convert Prospect Customer to Regular Customer Monurent
o Showing Equipment is reserved, if possible
o Showing Down payment amount of $10000
o Next – showing a Service order created using PDO Standard Job
o Service Order has the following line items added
 12-1R0750 Filters (fully available and reserved)
 4-3574187Lift Pump Kit (Partially available to be ordered from
company1)
o Inter company transfer for remaining parts (process to be
detailed out, if needed)
 4-1349137 Hose As (Fully available)
  Labor: with description labor from vendor Ansul Cost $2000, Sell $3000
o Procurement for this outside labor, including show of Service
Entry Sheet
 Second segment on PDO to Start Up Machines for $2000
o Executing the Service Order
 Scheduling / dispatching / field service (Siva may be able to show Syclo for field
service, please check with him) part in MRS in 1.1 if necessary to show MRS and
not RPT
 Include labor entry from either mobile or from wherever it gets posted
 Repair Description (could be considered 4 C’s for this demo)
 SIMS probably not possible since it would be custom development
 This CRM service order will settle internally to an Equipment COS account.
- Closing the service order
- Settle Service Order Internally and show costs
- Invoicing the Machine Sales Order including the PDO and Start Up amounts, and showing down
payment amount of $10000
- Showing an actual Machine Invoice in PDF format
- Deliver the machines
- Show the intercompany transactions that occur in the service order

Scenario for PM Contract

- Opportunity # 3 above will be quoted to customer for Service Contract covering PM
- Setup PM Contract
o Contract period 2 years or 6000 hours, whichever comes first
o Included
 Standard job #1 should include these with Job Code 540 Component Code 7501
Description PM 1
 8 1349137 Hose Assembly
 Labor 4 hours
 Standard Job #2 should include these with Job Code 540 Component Code 7502
Description PM 2
 2 1R0750 Filter
 Labor 6 hours
o Excluded
 Travel Time and Mileage
 Any repair labor unassociated to PM task
o Monthly Billing $1600
o Customer Purchase Order MON2014 for the contract
o Quote for Contract is Won; update Opportunity
o Contract is Activated
 Show the service orders that have been created for the PM calls out several
months.
 PM 1 due xx date
 PM 2 due xx date
 PM 1 due xx date
 PM 2 due xx date
o Enter Service Meter counter of 350 on 1 of the 374D’s one month after contract start
  Execute service order in CRM for the PM 1
 All the way through to invoice
 Settle the contract service order internally
 Show the next PM2 due date
o Invoice the contract $1600
o Show the PDF if possible

Scenario for Reman Part Sale (in 1.1)

- Customer Monurent purchases 1-0R2698 Alternator Reman Part (zero R2698) already in
sandbox
o Show the core deposit (in pricing condition I think)
o Part would need to be in stock in the company and plant so we have no procurement
cycle
- Show update to the Core Bank with the sale information
- Show the return that has been started for the customer on this core
- Show the accounting for the core deposit (liability account I think) $674.66
- Show the inspection results being added in the workbench
- Show the update of the customer return with the inspection results
- Show the core bank with the updates
- Complete the customer return of the core deposit amount ($674.66)
- We will talk through the rest of the cycle to return to Cat

Scenario for Warranty Cycle

o Creation of Warranty Claim from service order
o Manual settlement entered
o Display in some sort of dashboard or report:
o Warranty expense amount
o Warranty claim amount
o Settlement amount (Manual and No interface from vendor settlement in 1.2)
o Difference between Warranty expense amount and settlement
o Show ZSRV_WTYSE and drill to claim
-
This can be broken into 5 or 6 scenarios with breaks planned…