E-WAY Quote Management (EQM) System User’s Guideschneider-electric-learning.com/DLC/998-5712_CA_1203.pdf · E-WAY™ Quote Management (EQM) System User’s ... using the Schneider

E-WAY™ Quote Management (EQM) System User’s Guide Version 1.1October 2012

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Table of Contents

ContentsChapter 1 – Getting Started

•How do I use the training manual? ............................................................... 5•What is the E-WAY Quote Management System? ......................................... 6•What type of computer equipment is recommended? .................................. 6•How do I get a login ID? ............................................................................... 7•Who do I call for assistance? ........................................................................ 7

Chapter 2 – General Overview

•Objectives .................................................................................................... 8•How do I access the E-WAY Quote Management System? .......................... 8•How are the screens laid out? ...................................................................... 9

Chapter 3 – How to Set Preferences

•How do I access preferences? ....................................................................11•How do I change my password? .................................................................11•How do I personalize my quote? ................................................................. 12•How do I switch to another account? ......................................................... 13

Chapter 4 – How to Maneuver in the Quote Log Screen

•Objectives .................................................................................................. 14•The quote log screen .................................................................................. 14•What is the difference between “Bid” and “Buy” jobs? ............................... 15•What are the different column headings? ................................................... 15•How to print a listing of jobs that need follow-up work ................................ 16•How to search for a specific proposal ........................................................ 17•How to print the entire quote log ................................................................ 17•How to add follow-up detail ........................................................................ 17•How to close out a proposal as lost business ............................................. 18•How to export the quote log ....................................................................... 19

Chapter 5 – How to Create a New Quote and Bill of Material

•Objectives .................................................................................................. 20•Explanation of terms used in the E-WAY Quote

Management System ................................................................................. 20•How to create a new quote in connected mode ......................................... 21•How to add markings/instructions .............................................................. 22•How to create a BOM in connected mode .................................................. 24•How to create a BOM in disconnected mode ............................................. 26•How to attach a BOM to a proposal ........................................................... 26•How to add a second BOM to a quote ....................................................... 28•How to print a quote ................................................................................... 28•How to print to a Word document .............................................................. 29•How to fax .................................................................................................. 31•How to print a BOM with no pricing ............................................................ 32

E-WAY Quote Management System User's Guide

Revision Date 11/26/2012 | 2

Chapter 6 – How to Work with Existing Quotes

•Objectives .................................................................................................. 33•Explanation of terms used in this section .................................................... 33•How to search for an existing quote ........................................................... 34•How to open an existing quote ................................................................... 34•How to copy a quote .................................................................................. 34•How to copy a BOM ................................................................................... 35•How to delete an entire BOM ...................................................................... 36•How to delete an item from a BOM ............................................................. 36•How to add an item to a BOM .................................................................... 36•How to add a second BOM to a quote ....................................................... 36•How to save your work and exit from the E-WAY

Quote Management System ....................................................................... 37

Chapter 7 – How to Request a Special Price Determination

•Objectives .................................................................................................. 38•Explanation of terms used in this section .................................................... 38•How to request a special price determination ............................................. 39•Pricing escalation process .......................................................................... 42

Chapter 8 – How to Create Approval Drawings and O&M Manuals

•Objectives .................................................................................................. 46•Printing EQM drawings ............................................................................... 46

Chapter 9 – How to Request an EQM Rebate (SPE-R)

•Objectives .................................................................................................. 50•How to request an EQM (SPE-R) ................................................................ 50

Chapter 10 – Final Elements in Order Conversion

•Objectives .................................................................................................. 52•How to add instructions to the local sales field office .................................. 52•How to add shipping schedule to an order ................................................. 52•How to change the shipping routing to non-standard carriers

(UPS Red, UPS Blue Label, 2nd day, etc.) .................................................... 54•How to print and request conversion to an order ........................................ 60

Chapter 11 – How to Manage Post Order Issues: Change Orders – Drop Ship, Change Orders – Rebate and Expedites

•Objectives .................................................................................................. 62•How to process a change order – drop ship ............................................... 62•How to expedite a converted order ............................................................ 63•How to follow up on an order post conversion ........................................... 63•How to process a rebate billback ............................................................... 63

Appendices

•Appendix A – How to Add Factory-assembled Products to a Quotation ..... 70 » Objectives ................................................................................................ 70

» Overview .................................................................................................. 70

» How to open factory-assembled products ............................................... 70

» User placement in panelboards ............................................................... 75

» Another way to add a second product ..................................................... 81

» How to verify if prices have been returned (host messages) .................... 82

» How to delete host messages.................................................................. 82



Table of Contents

•Appendix B – Product Selector Hints and Tips ........................................... 83 » Shortcut keys in product selectors........................................................... 83

» Product selector tips ................................................................................ 83

» How to duplicate a line item within the same product family .................... 83

» Quick tips for drop-down lists .................................................................. 84

» Product selector hints .............................................................................. 84

» Panelboard hints ...................................................................................... 84

» Switchboard hints .................................................................................... 85

» Motor control center hints ........................................................................ 85

•Appendix C – Market Segment Types ........................................................ 86 » How to choose the correct market segment type based on the type of project you are bidding ..................................................... 86

» Market segment types ............................................................................. 86

•Appendix D – User Parts BOM ................................................................... 88 » How to import the user parts database ................................................... 88

» How to export the user parts database ................................................... 89

» How to attach a user parts BOM to your proposal ................................... 89

» How to create an attached user parts BOM............................................. 90

» How to open an attached user parts BOM .............................................. 91

» How to add an item to a user parts BOM ................................................. 91

» How to add an item to a user parts database .......................................... 91

Troubleshooting

•Login error message ................................................................................... 92•Competitive calculator: cut column ............................................................. 92•Cannot get to the description column of a non-system

recognized catalog number ........................................................................ 92•Changes in the BOM window must be saved ............................................. 92• Items that purchaser is not authorized to buy ............................................. 93

Table of Figures ................................................................................................. 94

Index ................................................................................................................. 96



Table of Contents

Chapter 1 – Getting Started

How do I use the training manual?The E-WAY Quote Management System Training Program is designed to provide instruction on creating quotations using the Schneider Electric™ E-WAY Quote Management System. This book provides step-by-step instructions for the system as well as practice exercises for you to complete.

It is assumed that you have product knowledge and know how to take off project jobs as well as know how to use browser and Windows® software. This training program does not address product issues or teach basic Windows software operation. For more information regarding product/technical training, please contact your local sales field office:

This training manual consists of the following sections:

•Chapter 1 – Getting Started

Provides information on how to use the manual, what computer equipment you need, how to get a Login ID, and who to call for assistance.

•Chapter 2 – General Overview

Provides information on how to access the E-WAY Quote Management System, the general layout of the system, and explains the difference in working in Connected versus Disconnected mode.

•Chapter 3 – How to Set Preferences

Discusses how to personalize the system by adding your company information, how to change your password, as well as other system options.

•Chapter 4 – How to Maneuver in the Quote Log Screen

Shows you how to find quotes, close out quotes as lost business, enter follow-up detail, and explains the different columns on the screen.

•Chapter 5 – How to Create a New Quote and Bill of Material

Walks you through the steps needed to create a new quote.

•Chapter 6 – How to Work with Existing Quotes

Teaches you how to enter notes to the sales office, open existing quotes, add items, delete items, and print quotes.

•Chapter 7 – How to Request a Special Price Determination

Provides instruction on how to request a price other than normal distributor net from Schneider Electric.

•Chapter 8 – How to Request an EQM Rebate

Takes you through the steps needed to request a rebate on a small project job.

•Chapter 9 – Final Elements in Order Conversion

Takes you through the steps to add instructions, change shipping routing, request conversion to an order, and print an electronic copy of your order.

•Chapter 10 – How to Manage Post Order Issues: Change Orders – Drop Ship, Change Orders – Rebate and Expedites

Takes you through the steps needed to process change orders by drop ship, request expedited shipment, and request rebate billbacks.



•Appendices A, B, C, D

Contains tips and shortcuts for Product Selectors.

•Troubleshooting

Contains solutions for issues with EQM.

•Table of Figures

Contains page numbers for specific figures.

•Index

Contains page numbers for specific topics.

What is the E-WAY Quote Management System?EQM is a tool designed to help the distributor enhance their customer service by offering their customers superior Schneider Electric products for small projects at competitive levels. This is accomplished through two distinct transaction modes: Drop Ship and Rebate.

The Drop Ship transaction mode allows distributors to quote, negotiate, and drop ship a project to a customer.

The Rebate transaction mode allows distributors to quote, negotiate, and ship a project to a customer using products stocked locally.

Using the system you can electronically:

•Generate a quote

•Request/receive a price from Schneider Electric

•Request conversion of the quote to an order

• Close out quotes as lost business

• Request SPE rebates

• Print approval drawings

Using the E-WAY Quote Management System in conjunction with other features available with E-WAY empowers you by giving you instant availability of information. Using EQM, you can generate a quote, convert to an order, track order information/shipping, as well as access product literature with just a click of the mouse.

What type of computer equipment is recommended?The minimum hardware configuration requirements for E-WAY Quote Management System are as follows:

•PC Processor: 1GHz or faster

•RAM: 256 MB

• Hard Drive: 600 MB free space

• CD-ROM: 24x-40x or faster

• Video Card: 8 MB, 800x600 resolution or higher

• Operating System: Windows 98, NT, ME, 2000, XP, Vista, 7 (32 and 64-bit)

• Must have administrator rights in order to install EQM and the appropriate version of the CD for the operating system (32-bit, 64-bit)

E-WAY Quote Management System User's GuideChapter 1 – Getting Started


How do I get a login ID?Training is mandatory in order to receive a Login ID. Contact your local Channel Manager for the SPE curriculum details Schneider Electric will have individuals certified to train you on the E-WAY Quote Management System. All Quote Management System users must also be registered E-WAY users. In addition to training, the E-WAY registration form and the Security Affidavit must be accepted electronically before access will be given to any users.

If you have any questions concerning this procedure, please contact Customer Support at (866) 773-3929. For security access issues and password resets, press 1; for technical application support, press 2. The hours of operation are Monday through Friday 8:00 a.m. to 8:00 p.m. EST.

Who do I call for assistance?This manual is your first point of reference. If you cannot locate the answer, help is also available from the Customer Support toll-free number (866) 773-3929. The hours of operation are Monday through Friday from 8:00 a.m. to 8:00 p.m. EST.

For product technical questions, contact the Customer Care Center 1-800-565-6699.

E-WAY Quote Management System User's GuideChapter 1 – Getting Started



ObjectivesAfter completing this section, you will be able to:

• Access the E-WAY Quote Management System

• Navigate the screens

How do I access the E-WAY Quote Management System?Once you have obtained a User ID and Password, you may access the E-WAY Quote Management System from the My Schneider Electric homepage.

To begin your session you must log into EQM.

Figure 2-1: Login Screen

Once you enter your Login ID and Password, you will see the Quote Log screen for your account.



How are the screens laid out?A sample screen for the E-WAY Quote Management System is shown below. In the title bar of each screen, you will see the name E-WAY Quote Management System followed by the name of the screen. In this example, the screen name is Quote Log. Next to the screen name you will see either “Offline” or “Online” indicating whether or not you are connected to the server.

Figure 2-2: Quote Log




If you want to disconnect from the server and work “Offline” you have that option; however, you cannot create proposals or receive any pricing until you reconnect.

At the top of each screen is a series of buttons. These buttons can change depending on the application in which you are working. Some buttons are common to most screens.

Connect/Disconnect First button at top left of screen on the top row. The button changes from Connect to Disconnect depending on whether or not you are logged on to the server. If you are logged on to the server then the button will say “Disconnect,” and by clicking on the button, you can disconnect from the server. If you are disconnected from the server, the button will say "Connect" and by clicking on the button, you can connect to the server.

Exit Second button at top left of the screen on top row. The Exit button takes you completely out of the E-WAY Quote Management System.

Quote Log Third button on the top row. Clicking on this button takes you to the Quote Log screen, which is the opening screen in the system if you are in the Connected mode. This screen gives a listing of all the quotes and their status.

Refresh Used to update the information on the screen after a change has been made.

About/Help Located in the top right of the screen. Clicking on this button provides information on the version and sync data of E-Way Quote Management. The On-Line Help link provides access to the system User's Guide.

Close Used to close the active application you are working in.

Save Used to save the information in the application you are working in.

Preferences Allows the user to customize the system start-up and add user’s company information.

Close Quote Used to close a quote. The quote will no longer appear on the Quote Log screen. The quote can be reactivated by the Schneider Electric sales field office if necessary.

Markings/Instructions

Allows you to add markings/instructions at the quote level which can be accessed by the Schneider Electric sales field office.

Rebate Billback Used when an item is returned back to your stock after a rebate credit has been issued.

Depending on the application you are working in, you may see numerous other buttons. These buttons will be explained as you work through the various applications. Before we begin, let’s set your preferences.





How do I access preferences?1. From the Quote Log screen, click on the Preferences button. See figure 3-1.

2. The first tab, Options, allows you to select your initial start-up mode. The default is “Disconnected.” You can change the default to be “Connected.” Verify there is a check mark next to “Always show local BOMs.”

3. When you have made your choice, click on Apply, and then click on OK.

4. DO NOT make any other changes unless instructed by Schneider Electric North America Information Center.

How do I change my password?1. From the Quote Log screen, click on the Preferences button. The screen shown below will appear.

Figure 3-1: Preferences

2. Click on the tab Password.

3. Type in your old password, then type in your new password. Type in your new password again next to “Verify Password.” Note: passwords must be between six and 10 characters. You may use a combination of letters and numbers if you desire. Passwords are case sensitive.

Figure 3-2: Change Password



4. Enter the number of days in advance you would like to be notified before your password expires.

5. When you have made your choices, click on Apply and OK. You will receive a message that your password has been changed successfully. Click on OK.

How do I personalize my quote?If you want to personalize the quotes you send to customers, follow the steps below to enter the information you want to print on the customer’s quote as a header.

1. From the Quote Log screen, click on the Preferences button. Select the Purchaser Info tab as shown below.

Figure 3-3: Purchaser Information

2. Type in your company name.

3. Type in your street address for “Address 1.”

4. Type in your P.O. Box for “Address 2.”

5. Complete the other information.

6. If you want to change the default profit margin for future jobs, type in the profit margin you want. This will show as the default for all future quotes.

7. Type in any permanent purchaser notes you want to appear on all customer quotes.

8. Select Apply and OK.




How do I switch to another account?If you have been authorized for several different branches of your business, you will need to switch to the appropriate account number before beginning your quote. Follow the steps below to switch to another account.

1. From the Quote Log screen, click on the Preferences button.

2. Click on the tab Account.

Figure 3-4: Change Account

3. From the drop down, select the account number you want to switch to. Only the account numbers you are authorized to use, as determined by your Login ID, will appear.

4. When you have made your choice, click on Apply and OK.






•Maneuver in the quote log screen

•Input follow-up detail

•Close out quotes

• Print the list of jobs which need follow-up work

The quote log screenThe first screen that appears when you log on to the E-WAY Quote Management System and connect is the Quote Log screen shown below. It can also be accessed at any time by clicking on the Quote Log button. This screen contains a listing of all the quotes that have not been closed out or converted to orders.

Note: the screen will be blank until you create your first proposal.

Figure 4-1: Quote Log

Notice the rows of buttons at the top of the screen. The majority of these buttons were covered in Section 2 – General Overview. If a button is grayed out, it is not accessible from your active screen.



Your company name appears below the buttons on the right of the screen and is assigned according to your Login ID.

Below the buttons on the left of the screen you will see three tabs:

•Quotes

Clicking on the Quotes tab will give you a listing of all your proposals.

•Disconnected BOMs

Clicking on the Disconnected BOMs tab shows you a listing of any bills of material you create in the Disconnected mode.

•User Parts BOMs

Clicking on the User Parts BOMs tab will show you a listing of Bill of Materials (BOMs) containing user parts.

The Follow-Up Date field is below the tabs. This field shows the current date. All quotes that are marked as bid jobs and 14 days or older need to be followed up on this date. Buy jobs should be followed up on after one day. For maximum performance, remember to close out any quotes that are no longer needed. Click on the Close Quote button on the Quote Log screen to close out a quote or close as lost business by following the steps on page 18.

Located across from the Follow-Up Date field you will see: Purchaser Authorized Value: $.00 and Purchaser Requested Value: $.00. As you highlight each quote, the value in the fields will change to show the price you have requested from Schneider Electric in the Purchaser Requested Value field and the price authorized by Schneider Electric in the Purchaser Authorized Value field for the highlighted quote.

If you have not submitted a request for a price to Schneider Electric, then the Purchaser Requested Value field will show $.00. If Schneider Electric has not yet authorized your requested price, then the Purchaser Authorized Value field will show $.00.

What is the difference between “Bid” and “Buy” jobs?When you enter a new quote, you will mark the quote as “Bid.” “Buy” is used to escalate a quote for further pricing review.

What are the different column headings?The E-WAY Quote Management System uses different naming conventions. You will see three terms: Proposal, Quote, and BOM. Proposal refers to the job name such as Galaxy Shoe Store. The Quote Name refers to the name of the contractor requesting the job. The BOM Name refers to the type of product such as panelboards, safety switches, etc.

On the next page is a listing of the column headings on the Quote Log screen along with a brief description.Note: you can click on any column heading to sort by that column.




Proposal Name The name of the job, for example: Galaxy Shoe Store. Clicking on the column header will sort the listing alphabetically. To return to the original sort, click on Refresh.

Quote Name The name of the customer bidding on the job, for example, Jones Electric. If you have multiple customers, use “Contractors.”

Q2C Number Quote to Cash (Q2C) Number automatically assigned to each quote by the Schneider Electric system.

Action Status Indicates the status of the quote. Click on the Refresh button to update the status. The different status indicators are listed below:

•Quote Active – Initial action status when a proposal is created and no bill of material is attached.

•SPD Required (SPD = Special Price Determination) – Quote contains items/special requirements that need SPD pricing approval before the quote may be converted into an order.

•Purchaser Requests SPD – Request has been sent to be authorized and is in the queue to be worked.

•SPD Authorized – The quote has been authorized by the IPA process or reviewed by the Quote Manager and is ready for quotation.

•Sales Office Returned – Quote returned to the purchaser requesting additional information.

•Purchaser Requests Conversion – Purchaser requests local sales field office to convert the quote into an order.

Submit Date Date that you submit the quote to Schneider Electric.

Quote No. Assigned by the system.

Quote Name The name of the contractor requesting the job. The Proposal Name is the name of the job.

Follow-up Person The name of the person at the purchaser location who is responsible for following up on the quote to determine status.

SPE Rebate Status Indicates either “Selected” or “Not Selected” depending on what the purchaser selected when creating the proposal/quote. Should be marked “Selected” if the purchaser will be requesting an SPE Rebate.

Public If Schneider Electric takes off a job and marks it “Public,” it will show up in the distributor’s list of quotes if the distributor has requested the quote from Schneider Electric. There will be a “Y” for yes in this column. Jobs taken off by the distributor show with an “N” for no; they are not for the public.

At the bottom of the screen you will see “Total Rows,” listing the total number of rows in the Quote Log and Current Row, which tells you which row is currently highlighted.

How to print a listing of jobs that need follow-up workYou may want to print a list of jobs that need to be followed up on. Follow the steps listed below.

1. Log on to the E-WAY Quote Management System and connect. From the Quote Log screen, click on the Print Flw-Up (Print Follow-up) button.

2. To print jobs for a specific follow-up person, enter the name of the person in the field next to “Follow Up Person” and click Print. To print jobs for a specific customer, type in the name of the customer and click on Print.

3. Click on the Print button to print all the proposals that need follow-up.




How to search for a specific proposalYou can search for a job by Q2C Number, Quote Name, or Proposal Name. You can enter the full name or the first three or four letters of the Quote or Proposal Name. If you are not sure, you can use % as a wild card.

1. Click on the Search button. The Quote Log Search screen will appear.

Figure 4-2: Quote Log Search

2. Type in your information such as Q2C Number or Proposal Name and click the Find Next button.

3. The information you requested will be highlighted.

How to print the entire quote log1. If you want to print the entire Quote Log, change the follow-up date by entering a date several months in the

future and select Refresh.

2. Click on Print Flw-Up. The entire log will print.

Note: to change the Quote Log back, type the current date in the Follow-Up Date field and select Refresh.

Follow Up Calendar – You can also click on the calendar next to the Follow-Up Date field. Find the date you want to use for follow up. The date cannot be more than 30 days from the current follow-up date. Double click the date on the calendar you want to use for follow-up. Double clicking will select the date and close the calendar. You can also click on the X in the right hand corner of the screen to close the calendar.

How to add follow-up detailThe Follow-Up Detail screen is where you enter the name of the person responsible for following up with the customer to check on the status of the proposal, change the follow-up date, or select a different customer name.

1. On the Quote Log screen, highlight the name of the proposal for which you want to enter follow-up detail.

2. Click on the Flw-Up Detail button.

3. To change the follow-up date, enter your new date in the Follow-Up Date field or click on the calendar next to the field. Select the new follow-up date using the calendar. Double click on the date. Note: for a “Buy” type proposal, you can only extend the date five (5) days. For a “Bid” type proposal, you can extend the date thirty (30) days.

4. Click on the Save button. You will return to the Quote Log screen. Click on the Refresh button to see the new follow-up date displayed.

5. To select a different customer name on the Follow-Up Detail screen, choose from the names listed in the drop-down box.




6. Type in the name of the person responsible for following up with the customer in the field next to “Follow-Up Person.”

7. If you want to add a note for your future reference, click on the Note button and select Note from the drop-down box. Type in your note. This note will not print on any documents.

8. Click on Update and Close. Click on Save to save and return to Quote Log screen.

How to close out a proposal as lost businessAll proposals remain on the Quote Log screen until they are either converted to orders, submitted for rebate closed, or closed as lost business. To close as lost business, follow the steps below:

1. On the Quote Log screen, highlight the name of the proposal you want to close as lost business and click on the Open Quote button.

2. Click on the Lost Biz button. The Lost Business screen appears.

Figure 4-3: Lost Business

3. Click in the box next to “Close All Other Quotes” to close all quotes associated with the proposal.

4. Complete the requested information and click OK. All fields are mandatory.

5. The proposal will no longer show on the Quote Log screen.




How to export the quote logYou may want to export the Quote Log in order to run reports. For example, you may want to know how many times you quoted a certain contractor. You can export the Quote Log and run reports from Access® or Excel®.

1. On the Quote Log screen, click on the Qt Log Export button.

2. Click on the Log Criteria button to select which fields you want to display.

3. The log displays the current month’s quotes. In order to see a different time frame, click on the Calendar next to Bid Date From and Bid Date To. Then click on the Query button.

4. When the information on the log is the way you want, click on the Export button. You will receive a Save As screen, which allows you to name the file, determine the type of file you want to export to, such as Excel, and decide the file you want to save the log in.

5. Click on Save.

You are now ready to create your first quote.






•Define proposal, quote, and BOM

•Create a new quote in the Connected mode using merchandise material

•Add markings/instructions

•Create a BOM in the Connected mode

•Attach a BOM to a proposal

•Create a BOM in the Disconnected mode

•Add a second BOM to a quote

•Print a quote

•Print to a Word document

•Fax

•Print a BOM with no pricing

Explanation of terms used in the E-WAY Quote Management SystemThe E-WAY Quote Management System defines Proposal as the project job name. In our example, the Proposal Name is The Great Outdoors Store.

The Quote Name is the name of the customer you are quoting. In our example, the Quote Name is Jones Electric.

The Bill of Material, or BOM, name can be a list of what is in the BOM. For example, panelboards, safety switches, etc. On large jobs with many different products, the bills of material can be broken out by product. For example, your first BOM could be named panelboards, the second BOM, safety switches, etc. For our example, we will call our first bill of material for The Great Outdoors Store – Misc. Equip. When creating BOMs in the Disconnected mode, you should always include the Proposal Name as this will make it easier to find in the log of Disconnected BOMs.

“Connect” or “Disconnect” refers to whether or not you are connected to the Schneider Electric server. If the button reads “Connect,” then you are working in the Disconnected mode and must click on Connect in order to become connected to the server. When you want to disconnect and work on your PC, click on the Disconnect button.

You have to be connected to create a proposal/quote, but can create a bill of material in the Disconnected mode by selecting Disconnected BOM.

User Parts BOM is a personalized database that you create on your PC. User Parts BOM can be attached to your quote so you can provide the customer a complete BOM.

You need to generate a Bill of Material (BOM) and the price for The Great Outdoors Store for Jones Electric. Follow the steps in the next section to create a new quote.



How to create a new quote in connected mode1. Log on to My Schneider Electric and click on EQM. Enter your Login ID and Password. Click on Connect

(if you have not set your default to be Connected). The Quote Log screen will display. Note: if you have not yet created any quotes the log will be blank.

2. Click on the New Quote button (first button in the second row). Enter project information into the screen that appears. See below for steps and job information.

Figure 5-1: New Quote

•Proposal Name: Type in the name of the project. This field is mandatory. In this example, it is The Great Outdoors Store. Use the Tab key to move from field to field.

•Quote Name: Type in the Quote Name. In our example, the Quote Name is Jones Electric. The default Quote Name is “Quote 1.” This field is mandatory.

• Street: Type in the street address where the job is located. This address will be used as the ship to address if the quote is converted to an order. If you do not know the job location, you do not have to complete at this time.

• City: Type in the name of the city where the job is located. This field is mandatory.

• State: Enter the first letter of the State or Province and then highlight the name or click on the drop down and scroll down to highlight the state or province name. This field is mandatory.

• Postal: Type in the postal code of the job location.

• Country: Defaults to your country based on your Login ID.

• Project Manager: Select the name of the Schneider Electric person you will work with on the project. This field is mandatory.

• Sales Rep Name: Select the name of the Schneider Electric sales representative responsible for working on the proposal. If you are not sure contact the local sales field office for advice. This field is mandatory.




• Specifier ID: Type in the Specifier ID (typically the phone number). The name automatically fills in. If you do not know the Specifier ID, click on the Lookup button at the top of the screen. Type in the Specifier Name and click on the Search button. The name will appear and is highlighted. Click OK. This field is not mandatory. Note: you must click in the Specifier ID box before clicking on Look-Up.

• Bid Date: Defaults to today’s date. Type in the date the proposal will bid.

• Bid Time: Defaults to the current time. Type in the time the proposal will bid.

• Mkt Sgmnt Type: Select from the drop down the market segment type of the job. This field is mandatory. (See Appendix C for definitions).

• Rebate: If the proposal is a Small Project Job and you will be requesting a rebate, choose “SPE Rebate Program.” The default is “Not Selected.” If you change the SPE Rebate Program at a later date, the job will have to be resubmitted for price authorization.

• Project Type: There are two choices: Bid and Buy. Leave at “Bid” for the first SPD request. If pricing needs to be reviewed by the Quote Manager, refer to the escalation process on page 51.

• Total List Price: The total list price for the proposal will show up in this field after you enter your bill of material.

• Normal Net Price: The normal net price will appear in this field after you complete the bill of material.

3. Click on the Save button. A Q2C Number will appear. This number can be used to find your quote in the future.

4. Click on the Shipping Info tab and Address tab if you know this information. Normally this information is not entered until you are ready to convert the proposal to an order.

5. Click on the Quoted To tab and enter the Customer ID information. This is the ID number of the customer you are quoting. If you do not know the ID number, click on the Lookup button at the top of your screen. A screen will appear where you can type in the customer name or state/prov. Click on the Search button at the bottom of the screen. Note: you must have a customer name entered in order to print. A % sign can be used as a wild card if you are unsure of the spelling. Five characters is the minimum to allow lookup.

6. Select the correct customer by verifying the city and state and click on them highlight. Click on the OK button at the bottom of your screen.

7. Click in the Competitor ID box and follow the same steps to choose the competitor you are bidding against or to type in the name.

8. Click on the Add button at the bottom of the screen if you want to add more customers or competitors.

9. Click on the Save button. Click on the Quote Main tab. You are now ready to add your BOMs. See page 24 for “How to create a BOM in connected mode.”

How to add markings/instructionsTo communicate electronically with the field sales office, shipping, or engineering, click on the Markings/Inst button. The default is "Sales Office Communication.” You can add markings/instructions from several screens. On the Quote Log or Proposal Quote screen, highlight the quote and click on the Marking/lnstr button and follow the directions below.




1. Open your proposal by highlighting the name of the proposal and double clicking.

2. Click on the Quote Main tab.

3. Click on the Marking/Inst button. The screen shown below appears.

Figure 5-2: Notes/Markings/Instructions

4. Select the appropriate communication type from the drop-down list.• Sales Office Communication: (Default) Do not use instruction to engineering, instruction to shipping or

marking to communicate with the sales office, we will not see your comments. You can type in comments for the local sales field office to access and read. For example, you may want to advise them that you need your requested price by a certain date or that you need a special delivery date. These instructions do not print out.

• Notes: Use the Notes selection to enter information about the quote. These notes are NOT seen by the local sales field office. An example of a note would be a list of customers quoted on a project job or the margin that you are adding to your quote. These notes are for internal use only and will print only on internal documents. Notes entered in each application are only viewable at that level. In other words, notes entered at the proposal/quote level will not be “viewable” at the BOM level and vice versa. The system will not prompt you to look for notes; you must remember to look for them.

5. Type your instructions in the Edit Text field. For example: “Need price by 2:00.”

6. Click on the Update button and then the Close button.




How to create a BOM in connected modeYou have created your proposal and are now ready to add the bill of material. Follow the steps listed below.

1. Create a quote by following the steps listed on page 21. Click on the Quote Main tab.

2. Click on the New BOM button. The screen below appears. You can select “Connected BOM,” or “User Parts BOM.” You must be connected to the server and logged in to select “Connected BOM.” Make your choice and click on Select.

Figure 5-3: BOM Type

3. The Bill of Material screen appears. Type in your BOM Name, which in our example is The Great Outdoors Store – Misc. Equip. Type in your name for the take-off person’s name. This field is required. A BOM sub-name is not required. The sub-name could be used for different portions of the quote. For example: “Floors 1-5.”

Figure 5-4: Bill of Material




4. Click on the Add Item button or press the Enter key. Since you know the catalog numbers requested by Jones Electric, use the mouse and click in the Quantity column. Type in the quantity and tab to the Catalog Number column. Type in the first catalog number, NQ442L2. The Product Code and Catalog Description will be entered when you save. You can type in a designation description such as LP1 if you desire.

5. To add additional catalog numbers, select the Add Item button or press the Enter key. Continue typing in the other catalog numbers given in the walkthrough.

6. Click on the Save button. Your bill of material will be saved and you will receive a message that the BOM is online. Non-system recognized items will not be priced and you will receive a message that the BOM contains an item with $0 pricing. If you know that the catalog number is correct, you can enter a list price and save.

7. Click on the Close button. You will now be back at your Proposal Quote screen. Notice the Total List Price and Normal Net Price are now shown.

8. Click on Close. You can now access the Quote Log screen.

Congratulations, you have just created your first quote!




How to create a BOM in disconnected modeAt times, you want to work in the Disconnected mode and then check in your bill of material. You can create a Disconnected Bill of Material and submit it for processing later. This will allow you to enter a bill of material if your network is down or you cannot connect to the Internet. Follow the steps below to work in Disconnected mode.Note: you cannot create proposals in Disconnected mode, only Bills of Material. You must create your proposal in Connected mode. To help find BOMs created in Disconnected mode, put the proposal name as part of the BOM name.

1. Start the E-WAY Quote Management System. If your default is Disconnected, the first button at the top right of the screen will say “Connect.” This indicates that you are working in the Disconnected mode. If the button says “Disconnect,” then you are connected to the server and need to click on the Disconnect button to disconnect from the server. The BOM Log Offline screen shown below appears.

2. Click on the New BOM button.

3. The Select BOM Type to Create screen appears. Your only choices in the Disconnected mode are “User Parts BOM” and “Disconnected BOM.” Select Disconnected BOM.

4. Enter the BOM name. In our example, the BOM name is The Great Outdoors Store. Enter your name for the take-off name.

5. Since you know the catalog numbers requested by Jones Electric, click on the Add Item button. Use the mouse and click on the Quantity column. Type in the quantity and tab to the Catalog Number column and type in the first catalog number, NQ442L2.

6. To add additional catalog numbers, select the Add Item button or press the Enter key. Continue typing in the other catalog numbers.

7. Click on the Save button. Your bill of material will be saved.

8. Click on the Close button. You will now be back at your BOM Log Offline screen. Click on the Refresh button to see your new BOM.

How to attach a BOM to a proposalSince you created the BOM in the Disconnected mode, you need to attach your bill of material to a proposal. You will need to connect to accomplish this.

1. Log on to the E-WAY Quote Management System and click on the Connect button. Type in your Login ID and Password. You will be on the Quote Log Online screen.

2. Since we were working in Disconnected mode, we only have a BOM, but no proposal/quote. We can either create a new proposal/quote by selecting the New Quote button or we can open an existing quote to attach our bill of material to by highlighting the quote and clicking on Open. In this case, we will highlight our quote The Great Outdoors Store and select Open.

3. Select the BOM Maint button. Click on the tab Disconnected BOMs. The screen shown below appears.




Figure 5-5: Disconnected BOMs

4. Find the BOM Name that in our example is The Great Outdoors Store. Highlight the proposal and click on the button Check In BOM.

5. You will receive a message: “Checking in this BOM will cause the current quote to be set to SPD Required. Continue?” Click on the Yes button.

6. Click on the Close button. You will go back to the Proposal Quote screen showing The Great Outdoors Store.

7. Click on the Open BOM button. You should see the BOM attached to your proposal/quote.

8. Select Cancel to return to the Proposal Quote screen.

9. Select Close to return to the Quote Log screen.




How to add a second BOM to a quoteThere may be a time that you want to have two bills of material on your quote. Even if you have two bills of material, you will still receive one total price for the job. It will not give you a separate price for each bill of material.

1. Open your quote Joe’s Auto Shop by clicking on the Open Quote button on the Quote Log screen.

2. Select the button New BOM.

3. The Select BOM Type to Create screen appears. Select Connected BOM and click on Select.

4. Our BOM name will be Joe’s Auto-Safety Switches. Type your name for the take-off name.

5. Type in the first catalog number on your second BOM. For our example, our first number is 1-H365.

6. Select the Add Item button or press the Enter key. Type the second catalog number 5-H366.

7. Select Save and Close. You are back to your Proposal Quote screen. Select Close to return to the Quote Log screen.

8. Select Open BOM. You should see your second BOM listed.

9. Select Cancel and Close to return to your Proposal Quote screen. Select Close to return to the Quote Log screen.

How to print a quote1. On the Quote Log screen, highlight the proposal you want to print and double click to open the proposal.

2. Click on the Quote Print button. If you have items out for engineering or items that have not been engineered, the quote will not print. The Competitive Price Calculator screen shown below appears.

Figure 5-6: Competitive Price Calculator

3. Use this screen like a calculator to adjust the customer net price you want to print on your proposal.

4. Click on the Continue button. The Quote Print Options screen appears.

5. The default for accessories to print out on the customer quote is: “Fuses are NOT included.” Clicking in the box will change the default for accessories to print: “Fuses are included.”

6. Click in one of the boxes under “Descriptions” to select the amount of detail you want to print on your BOM.




7. Click next to either Customer or Internal to choose which version you want to print. On the internal version, cut levels are shown on the BOM.

8. Highlight the name of the contractor you want to print out as Customer Name on the Customer Quotation. If you want a Customer Quotation to print out for all the customers listed, highlight all names.

9. Type in your name for the “Contact.”

10. Type in any Quote Notes you want to print on the customer quotation.

11. Purchaser Permanent Notes are entered in preferences under Purchaser Info. If you want to change Permanent Notes, go to Preferences. Notes that apply to the specific quote can be entered under Quote Notes.

12. Click on the Print button. You can also click on Print Preview to open in a Word document.

13. Click on the Close Print Options button.

How to print to a Word documentFollow the steps below to print a quote to a Word document. The print preview will open as a Rich Text File (rtf) which appears as a Word document that can be saved to the hard drive or saved as a Word document to the hard drive. This too can be printed.

1. Open an active quote (SPD Required status) from the Quote Log screen. Click on Quote Print.

Figure 5-7: Quote Print




2. Click on the Continue button.

Figure 5-8: Quote Print, Continued

3. Click on the Print Preview button.

Figure 5-9: Print Preview




4. It opens up in Word.

Figure 5-10: Word Document Preview

How to fax1. On the Quote Log screen, highlight the proposal you want to fax and double click to open the proposal.

2. Click on the Quote Print button. The Competitive Price Calculator screen appears.

3. Use this screen like a calculator to adjust the customer net price you want to show on your proposal.

4. Click on the Continue button. The Quote Print Options screen appears. Under Quoted To, highlight the name of the customer you want to fax to.

5. Click next to Fax. Click on the Print Options button. Along with the printer options, you will see your fax program as an option.

6. Select the fax program and click on OK.

7. Click on the Fax button. Click on the Print Options button. Along with the printer options, you will see your fax program as an option.

Caution: If you do not change back to a printer choice, your next print operation request will activate your fax program again. Verify if the print options is set to print or fax before clicking on print as you could accidentally fax a bill of material to the wrong customer.




How to print a BOM with no pricing1. Open the BOM and click on the Print button.

Figure 5-11: Unpriced BOM

2. Select Short or Long Description and click on the Print button. The unpriced BOM will print on your default printer.

Figure 5-12: Unpriced BOM Print Button




Chapter 6 – How to Work with Existing Quotes


•Open an existing quote

•Copy a quote

•Copy a BOM

•Attach a BOM

•Delete an entire BOM

•Delete an item in a BOM

•Add an item to a BOM

•Add a second BOM to a quote

•Save your work and exit from the EQM system

Explanation of terms used in this section•Copy a quote

This action gives you an exact duplicate of the quote you are copying, including the ship to address and quoted to information.

•Copy a BOM

Gives you an exact duplicate of the original BOM.

•Lookup

A search feature available when the Quoted To tab is active. It brings up a database of customer names and IDs.

•Notes/Markings/Instructions

You may communicate electronically with the field sales office or use to add customer markings to packing slips, invoices, etc.

•Share a BOM

When you copy a quote you will be asked: “Do you want to share the BOMs on this quote with your new quote?” If you click on Yes, any change you made to the original BOMs will also be made on the new shared BOMs. If you do not want to have identical BOMs, click on No.



How to search for an existing quote1. From the Quote Log screen, click on the Search button. The Quote Log Search screen appears.

2. You can search by Q2C Number, Quote Name, or Proposal Name. Type in your search criteria and click on the Find Next button. % can be used as a wild card.

Figure 6-1: Quote Log Search

3. Click on Cancel button.

How to open an existing quote1. Log on to E-WAY and click on Quote Management. Enter your Login ID and Password. Click on Connect

(if you have not set your default to be Connected). You must be connected to open quotes. You can see local BOMs in Disconnected mode, but no quotes.

2. Highlight the quote you want to open and double click or click on the Open Quote button (second button in the second row). Note: if you cannot find your quote, you may want to use the Search button or click on the Proposal Name column header to sort alphabetically.

How to copy a quoteYou may have two contractors bidding the same job and the panelboards will be the same, but each contractor has requested a different list of safety switches. You can save time by creating one proposal quote and a base bill of material that will be the same for both contractors. You can then copy the proposal quote and change the name of the contractor listed on the first quote to the second contractor. You then create a new bill of material called safety switches for each contractor.

1. Open the proposal by highlighting your original quote on the Quote Log screen and clicking on the Open Quote button.

2. From the Proposal Quote screen, click on the Quote Copy button. You will receive a message asking: “Do you want to copy this quote?” Click on the Yes button at the bottom of the screen.

3. You will receive a message asking: “Do you want to share the BOMs on this quote with your new quote?” If you answer “Yes,” then any changes made to one BOM will automatically be made to the other. Since our base bids have the same panelboards for both contractors, we will answer “Yes” and share the BOMs. We will create different safety switch BOMs for the different contractors.

4. Your Quote Name now says “Copy of (whatever name you used for Quote 1).” Change this to the name of your second contractor. In the Quote Number column on the Quote Log screen, this will show as “Quote 2.”



Chapter 6 – How to Work With Existing Quotes

5. Click on the Save button and then Close. Return to your Quote Log screen.

6. Click on the Refresh button. You should now see two quotes. You can now open each quote and add new safety switch BOMs for each contractor.

How to copy a BOMTo save time, you may want to copy a BOM that you have created as a template or from another quote. For example, you have a customer that orders special panels. You can create a BOM with the special panel. For each new request you can create a new proposal and copy the existing BOM to attach to the new proposal.

1. Create a new quote titled Joe’s Special Panels.

2. From the Proposal Quote screen, click on the BOM Maint button. The following screen will appear.

Figure 6-2: BOM Maintenance

3. Locate your template proposal name or other quote and click on the + mark next to it. You will see the Quote Name. Click on the + mark next to the Quote Name and you will see the BOM(s) listed.

4. Highlight the Template BOM and click on the Copy BOM button.

5. You will receive a message: “Copying this BOM will cause the current quote to be set to SPD Required. Continue?” Click on the Yes button.

6. Click on the Refresh button.

7. If you want to verify that the BOM copied, locate your Proposal Name and click on the + mark next to it. You will see the Quote Name. Click on the + mark next to the Quote Name and you will see the BOM(s) listed. The BOM you copied will state “Copy of Base Bid.”

8. Click on the Close button to return to the Proposal Quote screen and Close again to return to the Quote Log screen.




How to delete an entire BOM1. Open the proposal by highlighting The Great Outdoors Store on the Quote Log screen and clicking on the

Open button.

2. From the Proposal Quote screen, click on the BOM Maint button.

3. Locate your Proposal Name and click on the + mark next to it. You will see the Quote Name. Click on the + mark next to the Quote Name and you will see the BOM(s) listed.

4. Highlight the BOM you want to delete by clicking on the line.

5. Click on the Delete BOM button. You receive a message: “Are you sure you wish to delete BOM #---?” Click on the Yes button.

How to delete an item from a BOM1. Open the proposal by highlighting The Great Outdoors Store on the Quote Log screen and clicking on the

Open Quote button.

2. From the Proposal Quote screen, click on the Open BOM button.

3. Highlight the BOM you want to open and click on the Open button at the bottom of the screen.

4. Highlight the item you want to delete by clicking on the line.

5. Click on the Delete Item button. You will receive a message asking: “Are you sure you want to delete line number X?”

6. Click on Yes.

7. Click on Save.

How to add an item to a BOM1. Open the proposal by highlighting The Great Outdoors Store on the Quote Log screen and clicking on the

Open Quote button.


3. Highlight the BOM you want to open and click on the Open button at the bottom of the screen.

4. Click on the Add Item button.

5. Type in the catalog number of the item you want to add to the BOM.

6. Click on the Save button. You will see your price.

7. Click on the Close button to return to the Proposal Quote screen.

How to add a second BOM to a quoteOn some project jobs, you may want to create different bills of material for your quote. Follow the steps below to add a second BOM to a quote.

1. Open your quote Joe’s Auto Shop by clicking on the Open Quote button on the Quote Log screen.

2. Select the button New BOM.

3. The Select BOM Type to Create screen appears. Select Connected BOM and click on Select.

4. Our BOM name will be Safety Switches. Type your name for the take-off name.

5. Type in the first catalog number on your second BOM. For our example, our first number is 1-H365.

6. Select the Add Item button and type the second catalog number 5-H366.

7. Select Save and Close. You are back to your Proposal Quote screen.

8. Select Open BOM. You should see your second BOM listed.

9. Select Cancel and Close to return to your Proposal Quote screen. Select Close to return to the Quote Log screen.




How to save your work and exit from the E-WAY Quote Management System1. Close all BOMs and proposals.

2. From the Quote Log screen, click on the Exit button to completely exit the application. You will receive the message: “Are you sure you wish to exit the application?” Select Yes.

3. If you only want to disconnect, click on the Disconnect button.

4. When you click on Disconnect, you receive the message: “Are you sure you wish to disconnect from the server?” Click on Yes.





•Define considerations which impact a Special Price Determination (SPD) request

•Request a Special Price Determination (SPD) from Schneider Electric

•Pricing Escalation Process

Explanation of terms used in this sectionThe E-WAY Quote Management System defines Special Price Determination (SPD) as the process of requesting a price other than normal distributor net from Schneider Electric.

TOMV – Total Order Monetary Value is the total dollar value of the order.

PAMV – Purchaser Authorized Monetary Value is the dollar amount that has been authorized for the purchaser to purchase the bill of material.

Competitor Price - Price that you have been told the other manufacturer(s) quoted to the customer. Remember to take out your margin or estimate a margin before entering this amount.

Purchaser Requested Price - Price that the Distributor would like to have as your purchase price. This does not include your distributor mark-up. This will be what you pay, before any special freight terms, warranties, etc.

Requested Value - This amount should be the same as your Purchaser Requested price.

Considerations which impact a Special Price Determination (SPD)

Many factors are considered when determining a competitive price level. The more information that you can provide, the better the decision your SPE Authorizer can make.

The following information should be included in the negotiation notes:

•The Price:•Who determined the requested price?

•How did they arrive at it?

•Who are you bidding?

•Key or Target Account? (quantify the relationship)

•Who is the competition?

•What is their position with the bidders?

•Where are we in the Bid Process?

•First round? Already bid? Final round?

•Do they have the job?

•Will this price write the order?

•Who is the Purchaser and End User?

•Do they have a preference for a manufacturer?

•Is there a significant amount of installed base of one manufacturer?




•The Terms:•What are the delivery requirements?

•Do they need expedited delivery?

•Factory-assembled sooner than Published Manufacturing Lead times?

•RTI from stock?

•Are the delivery requirements a critical purchasing criteria?

•The Bill of Material•Can we make changes to the Bill of Material (BOM) to value engineer it?

•Will the owner/contractor/specifier accept an alternate BOM to what is specified?

How to request a special price determination1. Log on to E-WAY and click on Quote Management. Enter your Login ID and Password. Click on Connect

(if you have not set your default to be Connected).

2. Highlight the quote you want to request SPD. Click on Open Quote.

3. Click on Request SPD. The screen shown below will appear. If you have entered the competitor information on the Quoted To Information screen, then the competitor will automatically pre-populate. If not, you will have to select the competitor from a drop down.

Figure 7-1: Request SPD




4. Type in the Competitor Price. To assist with calculation of a requested price, click on the SPD Calculator button. The screen shown below will appear. By typing in a multiplier in the column titled N/N Attain (N/N = Normal Net) and choosing “Prorate,” the price will adjust.

Figure 7-2: SPD Calculator

5. In the box titled “Total Equipment Price” you will see both the List Price and Normal Net.

6. In the box titled “Purchaser Requested,” type the price for which you are requesting an authorization by Schneider Electric.

7. Click on the SPD button to request Special Price Determination. You will receive one of two messages as shown in the screen prints below.




Figure 7-3: Authorized Message

Figure 7-4: Forwarded to Quote Manager Message




8. You will be returned to the Quote Log screen.

Once you press “Refresh,” you will see that your quote now indicates under Action Status “Purchaser Requests SPD” or “SPD authorized” if eligible for immediate price authorization.

Pricing escalation processIf a quote received an immediate price authorization, there may be times when you need to have the EQM Pricing manager review the pricing. The following steps show how to escalate a quote for review.

1. On the Quote screen, click on the Buy button.

Figure 7-5: Buy Button




2. Click Save.

Figure 7-6: Save




3. Click Request SPD.

Figure 7-7: Request SPD




4. Click Escalation Required and Submit to SPD.

Figure 7-8: Escalation Required

5. You will get the following message: “The quote is now submitted for review.”

Figure 7-9: Immediate Price Authorization Message





•Print EQM drawings

•Create approval drawings and O&M Manuals via the Technical Library/Drawing Center

Printing EQM drawingsFollow these steps to get the default drawings in PDF format.

For the first time only:

Create a new folder on your C:\drive called “Drawings.”

Once this is complete, you will need to log on EQM. From the Quote Log screen, select Preferences.

Select the Drawings tab and designate the folder you want your drawings to be saved: C:\ (that is why we created a folder called drawings).

Figure 8-1: Preferences Drawing Tab/PDF

If you have printed EQM drawings from your computer, you may begin with the steps below:

1. From the Quote Log, highlight the proposal for which you want to print drawings.

2. Click on the Drawing button at the top of the screen.

3. Select the drawings you want to print, or select all to print all the drawings available.

4. Click on the Request button (this will request drawings from the engineering server similar to engineering products in product selectors; it may take a few minutes).

5. You can review the status of the drawings by clicking on the Host Msg button; once the drawings are no longer visible in host messages, click on the Export Drawings tab.

6. Click on each drawing to highlight and then click the Export button (drawings will disappear from the screen).




Figure 8-2: Export Drawing PDF

Your drawings are now waiting for you in the drawing folder; open the PDF document and print to your default printer.

If you wish to print your drawings in DWF, DWG, or DXF format, please complete the process below.

Note: if you have never printed EQM drawings from your computer, please complete the process below first. This will only need to be done one time.

1. Go to My Computer, click on C:\, click on the EQM folder, then double click on Whip4.exe This must be installed on your computer to print drawings correctly.

2. From the same EQM folder, we recommend you right click on DWFBatchPrint.exe to create a shortcut to drag to your desktop.

3. Create a new folder on your C:\ drive called “Drawings.”

4. Once this is complete, you will need to log on to EQM. From the Quote Log screen, select Preferences. Select the Drawings tab and designate the folder you want your drawings to be saved: C:\ (that is why we created a folder called drawings).

Figure 8-3: Preferences Drawing Tab/DWF




If you have printed EQM drawings from your computer, you may begin with the steps below:

1. From the Quote Log, highlight the proposal for which you want to print drawings.

2. Click on the Drawing button at the top of the screen.

3. Select the drawings you want to print, or select all to print all the drawings available.

4. Click on the Request button (this will request drawings from the engineering server similar to engineering products in product selectors; it may take a few minutes).

Figure 8-4: Request and Select

5. You can review the status of the drawings by clicking on the Host Msg button; once the drawings are no longer visible in host messages, click on the Export Drawings tab.




6. Click on each drawing to highlight and then click the Export button (drawings will disappear from the screen).

Figure 8-5: Export Drawings

7. From your desktop, click on the shortcut you created for DWFBatchPrint.exe.

8. A small menu will appear (shown below), click on File, Print DWF Files. A selection box will appear and you can locate your files in C:\Drawings if that is where you designated them to be sent (#4 in first set of instructions). Click Open.

Figure 8-6: DWF Batch Print

9. Check your printer, you should have drawings.





•Define guidelines for supplying the small project from stock

•Define when the rebate should be processed

•Request a rebate on a small project job

If you have been approved by Schneider Electric to participate in the EQM Rebate program, you will be able to electronically request your rebate. Follow the steps below...

How to request an EQM (SPE-R)Supplying the Small Project from Stock

When the order is received, you will supply the entire bill of material out of your stock using the 80/20 rule (80 percent should be regularly stocked at the distributors location; 20 percent can be brought into stock to supplement what is needed for a particular project). Be aware that special items brought into stock to complete the bill of material are subject to restocking fees, the basis of which is the original into-stock price. Note: verify that all items on the Rebate Bill of Material are RTI/Merchandise. EQM Rebate requests may not include any factory-assembled products. All part numbers must be recognized in the Price/Availability screens.

When should the rebate be processed?

As soon as the project has been completed (the material has been delivered to the customer and you have actually invoiced the customer), you can process the rebate request.

1. Open the quote you want to request a rebate on. On the Proposal Quote screen shown below is a box next to the EQM Rebate. Verify “SPE Rebate Program” is chosen if you will be asking for an EQM Rebate.

Figure 9-1: Rebate Selection

Chapter 9 – How to Request an EQM Rebate (SPE-R)



2. Click on the Request Rebate button. The form shown below will appear. You must fill in a valid invoice date.

Figure 9-2: Request Rebate

3. Complete the information on the screen and click OK. You must put an invoice number on each line. You must fill in a valid invoice date. You will receive the message: “Rebate successfully requested.”

4. Click OK. You can now print the request if you want to by clicking on the Print button. Select Close to return to the Quote Log screen.

5. Once an EQM Rebate has been requested and credit issued, no change (change order) can be made to the rebate. If a change to the bill of material has to be made, the rebate billback process on page 64, Chapter 11, must be used.



Chapter 9 – How to Request an EQM Rebate


•Add instructions to the local sales field office

•Add a shipping schedule

•Request a non-standard lead time (committed) date to an item on a bill of material

•Change the shipping routing to non-standard carriers (UPS Red, UPS Blue Label, 2nd Day, etc.)

•Request conversion to an order

•Print an electronic purchase order

How to add instructions to the local sales field officeVerify that you have added any instructions to the local sales field office before you request conversion. You can highlight the quote on the Quote Log screen and click on the Markings/Instr button. The default is “Sales Office Communication.” If you have the proposal, follow the steps below.

1. Open the proposal.

2. Click on the Markings/Instr button.

3. Click on the drop down. “Sales Office Communication” is the default.

4. Type your notes to the local sales field office in the Edit Text box.

5. Click on the Update button and then the Close button.

How to add shipping schedule to an orderYou can add shipping schedule, multiple address information, "not before" dates, requests for committed ship dates, and on-site dates to a quote before you request conversion to an order. Committed ship dates, less than standard, on-site dates, and price must be agreed on in advance by Schneider Electric. In addition, you need to include the committed ship date information in the Markings/Instr – Sales Office Communication field. Once the Committed Ship Date is approved by Schneider Electric, it will show in the Commit Ship Schedule Date field. In the Update Selection box shown on the screen below, the first three selections – “Single,” “Multiple,” and “All” refer to the line items on the BOM.

If you click on “Single,” you can only highlight one item at a time. If you select “Multiple,” you can choose multiple line items to update. Selecting “All” will highlight all items on the BOM. If you want to have items shipped to multiple addresses or have items shipped via multiple routings, you first need to add your multiple addresses or routings in the Quote screen. Click on the Shipping Info or Address tab and click on Add to enter the appropriate information. The multiple addresses and routings will show on the Shipment screen when you open it. You can then assign the address and routings from the Shipment Sched screen.

1. Log on to E-WAY and click on Quote Management. Enter your Login ID and Password. Click on Connect (if you have not set your default to be Connected). Highlight the proposal you want to add shipping schedule to before you convert to an order. Status must be “Authorized for Purchaser” before you can convert to an order.

2. Click on the Open Quote button and then the Open BOM button.




3. Click on the Shipment Sched button. The screen shown below appears.

Figure 10-1: Shipping Schedule

4. If you have a line item with a quantity of 20 and you want 10 to ship on one date and 10 on a different date, click on Single and highlight the line item.

5. In the Quantity box under Shipment Schedule Information, enter the quantity 10 and then click on the calendar next to “Do Not Ship Before Date.” Find the date you want to select. Double click to select and close the calendar.

6. Click on the Add button at the top of the screen. This will give you a second tab titled Shipment Schedule 02. Repeat Step 5.

7. To assign different addresses, highlight the item or items and click in the box next to the address that you want the items to ship to. Click on Save.

8. To assign different routing, highlight the item or items and click in the box next to the routing you want to assign for the highlighting item(s). Click on Save.

9. To request a Committed Ship Date, highlight the item(s) and click on the calendar next to the highlighted item. Select the date by double clicking on it. Committed ship dates and price must be agreed on in advance by Schneider Electric.

10. Click on the Save button and then the Close button to return to your BOM screen. Click on the Close button to return to your Quote screen. You could now request conversion to an order.

11. You are required to enter an “on-site” date for switchboards, busway, motor control centers, power transformers, and switchgear. This should not be the ship date, but the date that the material needs to be at the job site. Less than standard dates will need to be reauthorized.




How to change the shipping routing to non-standard carriers (UPS Red, UPS Blue Label, 2nd day, etc.)This will change the routing on the entire bill of material to ship the routing and carrier you selected.

1. On the Proposal Quote screen, click on the Shipping Info tab.

Figure 10-2: Quote Main Screen




2. Click on the routing drop down and select the type of shipment needed. Most common is Air for Overnight or 2nd day delivery. HINT: The label "Next Day UPS" should be selected for "next working day", often referred to as "UPS Red"

Figure 10-3: Shipping Info Screen

3. The message shown below will appear when a non-standard carrier is selected. Freight charges will be incurred if special carriers are selected. Freight will be Prepaid and Billed.

Figure 10-4: Non-standard Carrier Warning

4. Select the carrier required. Most common is Next Day Delivery UPS Red and UPS Blue Label. Click on the Save button.




Figure 10-5: Carrier Drop Down

5. When finished selecting the necessary routing and carrier, click on the Quote Main tab to get back to the Proposal Quote screen to continue.

6. If multiple carriers are needed for a project, you can add carriers to the Shipping Info tab and then assign them in the Shipment Schedule screen at the BOM level.

7. You will first need to add the special carrier from the Shipping Info tab. Follow the process above. Instead of changing it, you will select the new carrier and routing and click Add.

8. It will add the new routing and carrier to the screen. Click on Save and then click on the Quote Main tab to get back to the Proposal Quote screen.




Figure 10-6: Multiple Freight Routings

9. To change the routing on a line item, open the BOM and click on the Shipment Sched button.

Figure 10-7: Shipment Schedule Button




10. The following screen will display.

Figure 10-8: Shipment Schedule Carrier/Routing

11. You can then select the line item and click on the routing necessary. When you click on each line item, it will show you the routing that is selected. If you need to change it, highlight the line item and check the box next to the Routing/Carrier required. When finished assigning the Routing/Carrier, click on the Save and Close buttons to get back to the Bill of Material screen.




Figure 10-9: Routing/Carrier Example

Figure 10-10: Routing/Carrier Example




How to print and request conversion to an orderIMPORTANT PRE-CONVERSION NOTE:

Please verify the Purchaser Authorized Value against your purchase order amount.

Before you request conversion of your EQM quote:

1. Highlight your quote in your Quote Log.

2. Check the Action Status column. If your quote is authorized, the Action Status column will say “SPD Authorized.”

3. Then look at the Purchaser Authorized Value field (circled below). This is the dollar amount the quote is authorized for and therefore, is the dollar amount you will be converting your quote for.

If the Purchaser Authorized Value does not match your purchase order amount, please contact your local EQM Quote Manager for resolution before order conversion.

Figure 10-11: Authorized Value

1. Highlight the proposal you want to convert to an order.

Note: status must be Authorized before you can convert to an order.

2. Click on the Open Quote button. Complete Shipping Info, Address, Quoted To information, and any special notes or instructions to Schneider Electric. Remember that any Notes will only appear on your internal documents. Anytime that you want to communicate to the local sales field office, this communication should be entered under “Sales Office Communications.”




3. Click on the Conversion button. Quote Conversion screen shown below appears.

Figure 10-12: Quote Conversion

4. Complete Customer Sold To, Enter P.O. Number, and any Notes.

5. Click on OK. You will receive a message: “Request for Conversion Successful.” Click on the OK button.

6. To print an Electronic P.O., click on the Print P.O. button at the bottom of the Quote Conversion screen.Note: you only have this one opportunity to print the electronic P.O. If you do not print out the P.O. and click on the Close button, the status of the proposal will change to “Purchaser Requests Conversion” and will not be able to be opened. The Action Status on the Quote Log screen will show “Purchaser Requests Conversion” until the Schneider Electric office converts the order. Then the proposal will disappear from the Quote Log screen.





•Process a change order – drop ship

•Expedite to a converted order

•Follow-up on an order post conversion

•Process a rebate billback

How to process a change order – drop shipIf you require a change order to the BOM after you have requested order conversion, there are two options depending on the status of your order in the queue.

If your local SPE coordinator has not converted the order and the order is still in your queue showing “Purchaser Requested Conversion,” please contact Your SPE coordinator at your local sales office to have the order returned to your queue so that you can make the necessary changes.

Billing only order generation information:

The EQM Rebate Billback functionality will create an Order-Based Order with billing-only line items with Billing Only Date equal to the current date. When you submit for the billback, the order will auto-convert and will be invoiced during the next invoicing run (nightly).

The billback orders generated from the EQM Rebate Billback system will have a Purchaser Order Number identical to the Purchaser Order Number that was on the source Q2C EQM Claim.

The billback orders generated from the EQM Rebate Billback system will have a Purchase Order Value that is calculated as the sum of the total line item extended amounts of the billback.

The Customer ID for the billback orders generated from the EQM Rebate Billback system will be populated with the value from the proposal specified by the Q2C Number contained on the claim associated with the original SPE Rebate credit. Note: this proposal will be in the local sales field office database.

The billback orders generated from the EQM Rebate Billback system will have a Method Order Received value of “EQM Rebate Billback.” This is a new value that must be installed. This new method order received will be restricted to this process and cannot be user selected.

The billback orders generated from the EQM SPE Rebate Billback system will have their Minimum Billing and Shipping and Handling Charge attributes set to “Waived.”

The Billing Only Locations associated with the billback order line items generated from the EQM Rebate Billback system will be set to the Rebate Location associated with their line code value per line item.

Chapter 11 – How to Manage Post Order Issues: Change Orders – Drop Ship, Change Orders – Rebate and Expedites



Prices for the Rebate Billback line items will be established from the claims from which they have been copied via the Copy Credit Lines to Billback Request window. These prices must be maintained throughout the entire process, including the invoicing process. The line items on the Billing Only invoice will be “non-system recognized.” The catalog number will be prefixed with the constant value of “SPE” If this prefix addition results in a value length that is greater than the maximum length of the field, then the right-most excess characters of the catalog number may be truncated.

How to expedite a converted orderIf you require an expedite after you have requested order conversion, there are two options depending on the status of your order in the queue.

Your local SPE coordinator has not converted the order and the order is still in your queue showing “Purchaser Requested Conversion,” please contact your local SPE coordinator to have the order returned to your queue so that you can request a committed ship date.

If your local SPE coordinator has converted the order and the order is no longer in your queue, you will need to contact your local SPE coordinator to process the request.

How to follow up on an order post conversionIf you require any information regarding an order post conversion (i.e., ship schedules, tracking, etc.), you can obtain that information from our Internet address:

https://www.myseca.schneider-electric.com/mysedv/

How to process a rebate billbackThis process is to be used when you have requested rebate for an item or items that your customer is returning to you. Prior to returning stock to your inventory, you must repay the EQM Rebate by generating a rebate billback. Contact your local Quote Manager if you have any questions.

Description of distributor process:

•Distributor logs into EQM and uses new functionality to copy Q2C claim line item information from an EQM Rebate Claim that has been issued and which is associated with their own Purchaser ID. The distributor will be able to view the claim line items that are available for copying by entering the Credit Memo Number (CNI Number + Group ID). If you have not received paperwork for the rebate credit, you may call the EQM order services to get the CNI or you can search using your Q2C Number. The user selects and copies the line items for which the billback is being requested. If applicable, the user may edit the quantity to be billed, but may not exceed the credited quantity (and it may not equal zero). The unit credit amount from the copied claim lines is not editable and will be used as the unit sales price of the line items to be created and billed.

•User submits the EQM Billback Request to Schneider Electric for processing. This process will create an auto-converted order on the Q2C Order database that contains all “billing-only” line items derived from the claim line item information copied to the EQM Billback window.

•The submittal process performed by the distributor in EQM will also result in updates to the Rebates database that record the billback that is being created.



Chapter 11 – How to Manage Post Order Issues

•The Q2C Cost of Sales and Invoicing processes pick up the orders created from the EQM submittal process.

Figure 11-1: Rbt Billback Button

On selecting the Rbt Billback button on the Quote Log, the below window will be presented to the user.

Figure 11-2: Rebate Billback Request Log

This window will list all unconverted rebate return requests which are pending for review and submission for invoicing.

A new Rebate Billback Request can be created by selecting the New Billback button.

An existing Rebate Billback Request can be opened by two ways:

1. By highlighting a particular row and clicking on the Open Billback button.

2. By double clicking a particular row.

On selecting the Refresh button, the user can refresh the list of rebate billback requests which are pending




review and submission for invoicing.

Upon selecting New Billback on the Rebate Billback Request Log window, the below pop-up window will be presented to the user.

Figure 11-3: Credit Memo or Q2C Number

Enter Credit Memo Number or Rebate Quote (Q2C) Number of original EQM Rebate for which a Return Billback is requested. If you have not received the paperwork for your credit, you will need to contact EQM order services to obtain the Credit Memo Number.

OK

•Will validate that the Credit Memo entered by the user exists in the Q2C Claims system

•Will validate that the Credit Memo entered by the user “belongs” to the Purchaser ID assigned to the user’s EQM Login ID

•Will validate that the Credit Memo Number entered by the user is of the Claim Type EQM Rebate

•Will give error message: “Credit Memo Number is not valid” if Credit Memo entered is invalid

•If the Credit Memo entered is OK, the window will close and the Copy Credit Lines to Billback Request window will be launched

CANCEL

•Will result in the window closing and the user being returned to the EQM Rebate Billback Request Log window

The below window is launched




•From the Original Credit Memo for Billback Request window on selecting OK

• From the Review and Submit Billback Request window on selecting Add/Edit

Figure 11-4: Rebate Billback Lines

The window will display a dual grid layout in which the lines credited on the original source Claim/Rebate are displayed for selection on the left grid, to be copied to the selected line items on the right grid. Selection of line items between the two grids will be via the Copy and Delete buttons.

If the focus is on the left grid, then the Copy button will be enabled and the Delete button will be disabled.

If the focus is on the right grid, then the Copy button will be disabled and the Delete button will be enabled.

Detailed explanation of the Copy Credit Lines to Billback Request window:

1. Credit Memo Nbr: 123456789 (display only) - This is the number entered by the user on the Original Credit Memo for Billback Request window. It indicates a Credit Memo Number for which return billback is being requested.

2. Date Issued: MM/DD/YYYY (display only) - Date on which Credit was issued for original Credit/Rebate Memo.

3. Available Rebated/Returned Items - Credit line item information from the source Q2C Claim is displayed in the left grid.

- The Rebate Total field displays the total amount of line item credit that was issued via the original source claim.

Note: This value excludes tax and other miscellaneous amounts. This value is not recalculated as lines are copied between left and right grids. It should be the sum of the source Claim line item’s




unit credit amounts, multiplied by the credit quantities.

- Items to be billed back.

- Billback request line item information is displayed in the right grid. The only editable field on the window is the Quantity column in the right grid, which the user may reduce from the original copied value to a value greater than zero. Value cannot be adjusted to greater than the original copied value. The Billback Total field displays the total amount of line item credit that has to be billed back. As line items are copied into the right grid, the Billback Total field of that grid is recalculated to display the new sum of the Extended Amount column. This field will also be recalculated when the user adjusts a line item quantity and also when the user un-copies a line item from the right grid.

4. Copy- User can select individual line items from the left grid and copy them to the right grid. The added items will be prefixed with SPE.

5. Delete- User can also delete an item from the right grid.

6. OK- If the user selects OK and no Q2C Number has yet been assigned to this billback order being created, a save will occur and the window will close and the Review and Submit Billback Request window will be presented. If the right grid contains no line items, the OK button option will be grayed out and disabled.

- If no Q2C Number has yet been assigned to this billback order being created, a Q2C Order will be updated with any changes made to the window. Upon selecting OK, the Review and Submit Billback Request window will be presented.

7. Cancel- This will result in the window closing and the user being returned to the EQM Rebate Billback Request Log window. If a Q2C Number has already been assigned to a billback request and changes have been made on the Copy Lines to Billback Request window, users will be asked if they want to save their changes.

Special Comment: Copy credit lines to billback request

The current EQM Rebate process can actually result in items on the credit record with negative values. Items appearing on the credit record with negative values indicate the EQM process applied a value which was higher than the normal into-stock price. When this happens, the Credit Memo prints as “We are Crediting” (with the credited items/amounts) and “We are Debiting” (with the debited items/amounts – which are always less than the credited amount), and the net result is the Total Credit amount.

If the EQM user is working on the Copy Credit Lines to Billback Request window and attempts to copy an item in the left grid (Available Rebated/Returned Items) that has a negative value, the copy function will be disallowed and the below message will be presented to the user. Reason: We cannot continue with a billback (Billing Only) on an item that we actually debited in the EQM Rebate (credit) process. Current numbers indicate EQM users could receive this message less than 2 percent of the time. Quote Managers and the SPD group in Nashville are working on a plan to reduce (or eliminate) the number of occurrences in which an item will have a negative value. When an EQM user receives this message, they should stop processing the Billback Request. To stop the Billback Request, the user should select OK on the message window, which will return them to the Copy Credit Lines to Billback Request window. Selecting




the Cancel button will terminate the process and return the user to the Rebate Billback Request Log.

Figure 11-5: Negative Value Denial

The Review and Submit Billback Request window can be opened from two windows:

1. From the Copy Credit Lines to Billback Request window a. On clicking the OK button

2. From the Rebate Billback Request Log window a. On clicking the Open Rebate Billback button, or b. On highlighting and double-clicking a record on this screen

Figure 11-6: Review and Submit




•On opening this window it will display the line item information based on the Quote to Cash Number (Q2C Number will be passed to this window) that is generated upon saving the data in the Copy Credit Lines to Billback Request window.

•The Billback Total field will display the sum of Extended Amt for all the line items.

•The Review and Submit Billback Request window will have the following command buttons:

Close – Closes the window

Add/Edit – It closes the window and opens the Copy Credit Lines to Billback Request window

Cancel Request – System will ask whether the Rebate Billback Request needs to be cancelled.

Submit for Invoice – The Q2C Order being processed by the user will be submitted to the order conversion process. If there are no records in the Detail Level Data window, then this command button will be grayed out and disabled.




Appendix A – How to Add Factory-assembled Products to a Quotation


•Enter factory-assembled products

•Select and submit factory-assembled products for processing

•Check host messages

OverviewYour customer may request a quote that contains factory-assembled products on their project. There is not a catalog number for factory-assembled products. Factory-assembled products are identified by description.

To receive a list price for a factory-assembled product, you must electronically submit the product to the Square D server. The fastest way to work on factory-assembled products may be to work in Disconnected mode. When you have finished entering your products, submit all products to the server for pricing by connecting to the server. After you have submitted your products for pricing, you can return to Disconnected mode and continue working or you can continue working in the Connected mode.

Note: continuing to work in the Connected mode may be slower.

How to open factory-assembled products1. Open an existing quote.

2. Select New BOM. Choose either Connected BOM or Disconnected BOM, depending on your preference. We will choose Connected BOM.

3. Type in your BOM Name.

4. Click on the Selectors button.

You are now ready to begin entering your bill of material for the factory-assembled products.

Appendices



1. Follow the steps listed above under “How to open factory-assembled products.” The screen shown below appears.

Figure A-1: Product Selector Products

2. Select the product you want and click on OK.

3. The following screen will appear.

Figure A-2: Line Item Quantity

4. Enter quantity of items that are to be exactly alike. For example if you had two NQ panelboards which were identical you would enter 2.




5. Click on OK. If you had selected panelboards, the screen below will appear.

Figure A-3: Panelboard System Selection

6. Click on arrow key next to “System” and select the voltage of the panel you want.

7. Continue clicking on arrows next to the boxes to select other options to match the information in the take-off. Use the vertical scroll bar to the right to see all the options at the bottom of the column. Note: you can use the Tab key to navigate the fields. Note: in shipping configuration, you can advise if you want the box shipped ahead or select other options.

8. Next, go to the device drop down and select Mains and Feeders to select the incoming main type and branch feeder breakers.




Figure A-4: Mains and Feeders Selection

9. Select the Device, Mains, and Feeders drop down to add the branch circuit breaker columns.




Figure A-5: Branch Circuit Breaker Feeder Selection

10. You can add more columns by going back to the device, mains, and feeders to add additional branch circuit breakers.

Figure A-6: Additional Branch Feeders




User placement in panelboards1. Click on Action, Device Placement to go to the Device Placement screen.

Figure A-7: Device Placement




2. Click on the icon, third from the right in the icon row, to remove all the breakers from the interior.

Figure A-8: Unlace ALL to the Pool

3. Click OK on the warning message.

Figure A-9: Warning Message




4. All of the breakers will be moved into the pool to the left of the panel.

Figure A-10: Breaker Pool




5. You can now left click on the breakers in the pool on the left of the screen and drag them to the correct place in the interior.

Figure A-11: Breaker Placement




6. The breaker will fill the position you dropped it into.

Figure A-12: Breaker Placement, Continued

7. Continue to drag and drop the breakers to fill in the rest of the positions in the interior. The panel will automatically go to the next size once you have filled all the positions and have breakers remaining in the pool. If a breaker is in the wrong position, click on it and drag to the correct open position. You can also drag and drop them in the pool to make room. Note: all breakers must be placed before the panel can be configured. There can be no remaining breakers.




Figure A-13: Breaker Placement, Continued

8. Once you have placed all of the breakers in the interior, you can then click on Action, Submit for Processing to send the panels to the engineering server.




Figure A-14: Submit for Processing

9. Click on File – Exit and it will bring you back to the BOM screen.

Another way to add a second product1. Select File/New.

2. Select the product type.

3. Type 1 in the Quantity box and select OK.

4. Type a designation in the Designation box, then select the appropriate type for your product.

5. Complete the required information.

6. Select File/Save and File/Exit. You will be back in your Bill of Material screen.




How to verify if prices have been returned (host messages)1. Start on the Quote Log screen or the Bill of Material screen.

2. Click on the Host Messages button.

3. Dialog box will appear with information to review. Review the information and select Close. Note: delete error Host Messages frequently to avoid confusion.

How to delete host messages1. Click on the Host Messages button on either the Quote Log screen or the Bill of Material screen.

2. A dialog box will appear with information to review. Review the information and select Purge. Note: delete error Host Messages frequently to avoid confusion.




Appendix B – Product Selector Hints and Tips

Shortcut keys in product selectorsShortcut ActionCtrl-A Adds a device

Ctrl-C Copies information from field to field

Ctrl-D Deletes selected devices

Ctrl-N New line item (creates a line item with no features selected)

Ctrl-O Open line item (opens another line item of the same product type)

Ctrl-S Saves line item on BM-1-BOM General

Ctrl-P Prints the line item device(s) (this will not print pricing information)

Ctrl-R Repeats selected device’s features

Ctrl-X Cuts the information in a field

Ctrl-Y Pastes the information into a field

Ctrl-Z Erases a cell (Product Selectors)

Ctrl-Alt-O Horizontal display (changes view from vertical to horizontal)

Ctrl-F4 Close quote or BOM in FAPS

Alt-F Exit product selectors

F1 Displays the contents for product-specific help

F10 Activates the menu bar

Shift-F1 Displays the Product Specific Help window for the active field

Ctrl-F8 To make another window the active window

Ctrl-F9 Cuts the information in a field

ESC Undo the change

Product selector tipsIn any Product Selector window, double clicking on the Product Name will launch you into the Product Selectors. You may also use the arrow keys to highlight a Product Name and press Enter.

How to duplicate a line item within the same product family1. Start in any Product Selector window.

2. Select the menu File and Repeat features.

Quick Tip: If you are creating several line items of the same product type, create one line item, validate the line item, save the line item, select and submit for processing, then create another line item of the same product type.

Appendices



Quick tips for drop-down lists1. Tab to a field.

2. The status bar shows all the available choices of a drop-down list.

3. Type the first one or two characters of the choice you want.

4. Once you type a character, the Up/Down arrows move you through the choices.

5. Tab moves you to the next drop-down list. Note: not all drop-down list choices will display in the status bar. There may be too many choices or the choice name may be too long in length to display.

Product selector hints• Use global edit when making the same change to more than one product type.

• When global edit cannot be used, use File-Open from the product selector to open a list of available f/a items that can be edited instead of backing out of a selector each time.

• Use the ? with an arrow icon at the top of the screen to get a Help screen for the item you are working on.

• You can add additional breakers and starters to product selectors by using Ctrl-A.

• To get a Help screen for a specific category, click on the shaded area with the category name, and use Shift-F1.

• Ctrl-X or Ctrl-Delete will delete a line or column of material. This can also be accomplished by clicking on the letter at the top of the column, clicking on the Device Menu, and selecting Delete Device.

• Model 6 MCC should be used instead of model 5.

• An MCC bucket only can be created by using the n/a-unit only option in the main horizontal bus rating category.

• When wanting to create an item with the same requirements, use the Repeat Features option in the File Menu. The item can then be edited to meet your requirements.

• In MCCs, use the Repeat Select Devices feature from the Device Menu to duplicate a device. The item must be highlighted to open the option.

• When you need to remove a selection you have made, highlight the gray shaded area with the category name and use Ctrl-X.

• You can repeat, edit, open, or create a new product selector from within one you are already in from the File Menu.

• When changing a panel from NF to I-Line™, be aware the NF defaults to bolt-on breakers and can limit your selection in I-Line if it is not changed to plug-on.

• You can view your branches in a horizontal display by selecting Horizontal Display under the User Menu.

• NEMA® starters default to a NEMA Type 12 enclosure.

Panelboard hints• A selection of “Nameplate” automatically checks “Design Engraved on Nameplate.” For bank nameplates,

deselect Design Engraved on Nameplate.

• For Detail Designation, there is a 25-character field for entering individual panelboard designations. This will be used for nameplate engraving information unless the Design Engraved on Nameplate field on the Panelboard Requirements window is deselected.

• The quantity of identical panels must equal the quantity at the line item level.




Switchboard hints• The selection of PowerLogic™ Circuit Monitors automatically selects the CTs and PTs required.

• When selecting Utility Metering you must answer Optional Incoming Section and Utility Region first. These selections open up related options.

• If a specific utility is not listed, select the “Other” utility option and complete the necessary fields listed below the field West of Mississippi (P-Z).

Motor control center hints• Higher AIR breakers and class R clips are auto-selected when required for motor starter, branch feeders,

distribution transformers, and solid state reduced voltage starters. Accessory selections for these instances will NOT be highlighted.

• For motor starters, the control transformers are sized to include all selected units and options; oversizing will be added to calculated size requirements.

• Distribution transformers are provided when “Transformer Disconnect” is selected.

• Multiple devices that require separate designations must be entered separately.

• Prices and space requirement fields are per each device.

• If changes are made within the product selector after user placement has been completed, you must edit the User Placement window. Upon editing user placement, the system will re-evaluate the existing layout with the new components. If the layout is acceptable, user placement is automatically updated. If incorrect, you must replace the units in error.




Appendix C – Market Segment Types

How to choose the correct market segment type based on the type of project you are biddingPlease use this to categorize the type of project you are bidding. Please refer to the Additional Resources Section of this manual if you are unsure of what to use.

Figure C-1: Market Segment Type

Market segment typesMarket Segment Type ProjectsAgriculture Anything related to Farming, Fish Farm, Ranch/Barn/Stable/Dairy/Livestock

Amusement Aquarium, Arena/Coliseum/Convention Center, Athletic Club, Bowling Alley, Club/Lodge, Exhibition Hall, Recreational Facilities, Stadiums, Theaters, Zoo, Theme Parks

Data Centers/Telecom Collocation and Web Hosting, Computer and Data Centers

Education Schools K-12 Any, Colleges, Universities, Library, Museum

Medical Facility VA Hospital, Healthcare, Hospitals (public and private, NOT VA), Day Surgery Center, Outpatient Center, Nursing Homes, Senior Living w/ Medical Services

Hotels/Motels Hotels/Motels, Resorts

Industrial – OEM/Machine Commercial OEM projects, Machinery and Machine tools

Industrial – Process and Control

Batch Processes - Food and Bev, Chemical, etc., Continuous Process, Oil and Gas/Cement, etc, Automotive Processes, Pharmaceutical Process, Micro Electronic Process, Discreet Process - Factory Floor etc., Sorting and Handling - Process, Primary Metals Processing, Petroleum Refining Process, Factory Floor - Automation or Process Controls

Industrial Building Sorting and Handling – Facility, Aircraft Manufacturing Facility, Automotive Production Facility (any), Chemical Manufacturing, Defense-related Facility (Private Sector), Drugs and Drug Research, Food Processing Facility, Furniture Production Facility, Leather Tanning Facility, Lumber Products Facility, Machine Fabrication Facility, Metal Fabrication Facility, Package Handlers Facility (FedEx®, UPS, etc.), Paper Products Facility, Printing and Publishing Facility, Rubber Products Facility, Semi-conductor and Electronics Facilities, Textile Mill Facility, Tobacco Products Facility

Appendices



Market Segment Type ProjectsJails and Prisons Jails and Prisons – All

Marine Boats, Ships, Submarines

Military Facilities (Dept of Defense)

Match to project type (Barracks – Apt/condo 5+, Mess Hall – Restaurant, etc.)

All Government Projects Match to project type (NASA Launch Control = Process and Control, etc.)

Mining Stone, Clay, Sand Quarries, Coal Mining, Metals Mining

Nuclear Nuclear Facility or Process

Office and Banks Banks/Financial Institutions, Commercial Office Building, Court Houses (all), Government Administrative Buildings, Police and Fire Stations, Post Offices, State Department (Embassy)

Oil and Gas Petroleum Refining Facility, Petroleum Drilling/Extraction.

NOT LOCAL RETAIL GAS STATIONS. See Retail for Local Gas Stations

R&D Laboratories Testing Laboratories, Government Research Labs

Religious Churches, Funeral Homes

Resi – Apt/Condo 2, 3, 4 Units

Duplex, Triplex, Fourplex Apartments

Resi – Apt/Condo 5+ units Apartments five units and more, condo up to three stories, Senior Living 5+ units and NO medical services

Resi – Combo Retail + Apt/Condo

Stores w/ Apartments/Condos above

Resi – High Rise Apt/Condo

Senior Living 4+ stories and NO medical services, Condos four stories and over

Resi – Single Family Single family homes

Restaurants All Restaurants

Retail Car Dealerships, Department Stores, Drug Stores, Gas Stations, Home Centers, Malls, Supermarkets, Tire/Auto Service, Truck Stops, Local Retail Gas Stations, Wholesale Clubs, Galleries (Art, etc.)

Transportation – Building

Airports and Terminals (non-FAA)

Transportation – Infrastructure

FAA, Radar and Control Towers, Harbor, Parking Garages and Lots, Rail Subway, Bus, Tunnels, Bridges

Electric Generation – Central Utility

Electric Generation, Dams and Hydro Power

Electric Generation – Distributed

Micro generation, Wind, Fuel Cell, Solar, etc.

Warehouse Climate Controlled Storage Facility, Refrigerated Storage Facility, Storage/Distribution Centers Facility

Water/Waste Water Reclamation Facilities – Pump Stations, Irrigation Projects



Appendix C – Market Segment Types

Appendix D – User Parts BOM

How to import the user parts databaseYou may import the custom parts databases into EQM. The import will not include Square D parts, discounts, or selection criteria. You will need to reenter this information.

1. Begin in the Connected mode.

2. Click on the User Parts button. The screen shown below will appear stating: “Your digest is empty. Do you wish to import an old digest now?” Click on Yes.

Figure D-1: Empty Digest

3. The screen shown below will appear.

Figure D-2: Import Digest

4. Click on the Browse button next to “Select old database.”

5. Find the file containing your custom parts database.

6. Click on the Begin button.

7. If you have not entered any associations with your non-Square D items, you will receive a message: “Associations contained no rows.” Click on OK.

8. You may also receive a message: “Digest contains no rows” if you have no user parts entered in the old database.

9. Your User Parts Digest should now appear.

Appendices



How to export the user parts databaseIf you have several users, you may want to share the User Parts database. You can export it into an Excel spreadsheet. The person will then need to import it into the E-WAY Quote Management System.

1. Open the User Parts Digest.

2. Click on the Export button.

3. Click what you want to export, such as “Digest.” Type in the location and file name for the export. For example: A:\Digest.xls. This would export to the “A” drive a file titled Digest.xls.

4. Click on the Begin button. The digest will be exported to the selected location.

To import it into the E-WAY Quote Management System on another PC, follow the steps below:

1. Open the Excel spreadsheet. Select File/Save As “Digest.txt.” Save as type: Text (Tab delimited) (*.txt).

2. Click on the Save button.

3. Click on File – Exit. You will receive the following message: “Digest.txt is not in Microsoft Excel 97 format. Do you want to save your changes?” Click on No.

4. Open the User Parts Digest and select the Import button. Select what you want to import, for example Digest. Type in the location and file name. For example: A:\digest.txt.

5. Click on the Begin button. The digest file you specified will be imported into the E-WAY Quote Management System.

How to attach a user parts BOM to your proposalUser Parts BOMs are BOMs that contain items entered into a database by the user. If you have created BOMs containing User Parts, follow the steps below to attach your User Parts BOM to a proposal. Create a New User Parts BOM titled The Great Outdoors Store – User Parts and save.

1. Click on the Connect button. Type in your Login ID and Password.

2. If you have not yet created a proposal, click on the New button. If you have an existing proposal that you want to attach the User Parts BOM to, open by highlighting the quote and double clicking, or by clicking on Open Quote. In this case we will highlight our quote The Great Outdoors Store and double click.

3. Select the button titled BOM Maint. The screen shown below appears. Click on the tab User Parts BOMs.




Figure C-1: BOM Maintenance

4. Find the BOM name that in our example is The Great Outdoors Store – User Parts. Highlight the proposal and click on the button Attach BOM.

5. You will receive a message: “The current BOM was attached successfully.” Click on OK.

6. Click on the Close button. You will go back to the Proposal Quote screen showing The Great Outdoors Store.

7. Click on the Open BOM button. You should see the User Parts BOM attached to your proposal/quote.

8. Select Cancel to return to the Proposal Quote screen.

9. Select Close to return to the Quote Log screen.

After completing the above practice and selecting Refresh, you should see this quote listed on your Quote Log screen.

How to create an attached user parts BOM1. Open the proposal by highlighting The Great Outdoors Store on the Quote Log screen and clicking on

the Open Quote button.

2. From the Proposal Quote screen, click on the New BOM button.

3. Select User Parts BOM and click on the Select button at the bottom of the screen.

4. Type in your BOM Name – The Great Outdoors Store – User Parts.

5. Click on the User Parts button. User Parts Digest appears.

6. Type in the user parts catalog number in the Catalog Nbr Like field and click on Filter. Part number will be highlighted.

7. Click on Send to BOM or use Alt S.

8. Click on the X in the top right corner of the User Parts Digest to close the Digest.

9. Click on Save.




How to open an attached user parts BOM1. Open the proposal by highlighting The Great Outdoors Store on the Quote Log screen and clicking on the

Open Quote button.


3. Click on User Parts BOM and highlight the BOM you want to open. Click on the Open button at the bottom of the screen.

4. You can now add or delete items from your User Parts BOM.

How to add an item to a user parts BOM1. Open the proposal by highlighting The Great Outdoors Store on the Quote Log screen and clicking on the

Open Quote button.


3. Click on User Parts BOMs and highlight the BOM you want to open. Click on Open at the bottom of the screen.

4. Click on the User Parts button.

5. Type in the catalog number of the item you want to add to the BOM and click on Filter. Highlight the item.

6. Click on the Send to BOM button.

7. Click on the X in the upper right corner of the User Parts Digest to close the User Parts Digest. Click on the Save button.

How to add an item to a user parts database1. From the Quote Log screen, click on the User Parts button.

2. User Parts Digest appears.

3. Click on Insert.

4. Complete all the boxes for the user parts you want to add to the database.

5. If there are other items you want to associate with the item, click on Associate. For example, you have a lighting fixture and you want to associate the lamps. Click on Associate and enter the lamp catalog number.

6. Click on Close.

7. To close the User Parts Digest, click on the X in the right corner of the User Parts Digest screen.




Login error messageIf you get the following message when you log in, just try again. Could not instantiate q2c_extranet/n_cm_login 50 Error Code 50

Competitive calculator: cut columnThe Cut column is calculated to 18 digits after the decimal. However, user can only enter 4 digits after the decimal (see below).

Figure T-1: Competitive Price Calculator Error

Cannot get to the description column of a non-system recognized catalog numberClick on the Quantity column of the same catalog number and then tab to or click on the description field.

Changes in the BOM window must be savedAny change in the BOM window must be saved before submitting for processing. For example, if you change the quantity of a selector item and do not save it before submitting for processing, the new quantity will not show up.

Troubleshooting



Items that purchaser is not authorized to buyThe user will get error message from the BOM window. Item will be deleted from BOM.

Figure T-2: Error Message



Troubleshooting

Figure 2-1: Login Screen .............................................8

Figure 2-2: Quote Log .................................................9

Figure 3-1: Preferences ............................................. 11

Figure 3-2: Change Password .................................. 11

Figure 3-3: Purchaser Information ............................12

Figure 3-4: Change Account ....................................13

Figure 4-1: Quote Log ...............................................14

Figure 4-2: Quote Log Search ..................................17

Figure 4-3: Lost Business .........................................18

Figure 5-1: New Quote ..............................................21

Figure 5-2: Notes/Markings/Instructions ..................23

Figure 5-3: BOM Type ..............................................24

Figure 5-4: Bill of Material .........................................24

Figure 5-5: Disconnected BOMs ..............................27

Figure 5-6: Competitive Price Calculator ..................28

Figure 5-7: Quote Print ..............................................29

Figure 5-8: Quote Print, Continued ...........................30

Figure 5-9: Print Preview ...........................................30

Figure 5-10: Word Document Preview ......................31

Figure 5-11: Unpriced BOM ......................................32

Figure 5-12: Unpriced BOM Print Button ..................32

Figure 6-1: Quote Log Search ...................................34

Figure 6-2: BOM Maintenance ..................................35

Figure 7-1: Request SPD ...........................................39

Figure 7-2: SPD Calculator ........................................40

Figure 7-3: Authorized Message ..............................41

Figure 7-4: Forwarded to Quote Manager Message .. 41

Table of Figures

Figure 7-5: Buy Button .............................................42

Figure 7-6: Save ........................................................43

Figure 7-7: Request SPD ...........................................44

Figure 7-8: Escalation Required ................................45

Figure 7-9: Immediate Price Authorization Message ..45

Figure 8-1: Preferences Drawing Tab/PDF ................46

Figure 8-2: Export Drawing PDF ...............................47

Figure 8-3: Preferences Drawing Tab/DWF ..............47

Figure 8-4: Request and Select ................................48

Figure 8-5: Export Drawings .....................................49

Figure 8-6: DWF Batch Print .....................................49

Figure 9-1: Rebate Selection .....................................52

Figure 9-2: Request Rebate ......................................53

Figure 10-1: Shipping Schedule ................................55

Figure 10-2: Quote Main Screen ...............................56

Figure 10-3: Shipping Info Screen ............................57

Figure 10-4: Non-standard Carrier Warning .............57

Figure 10-5: Carrier Drop Down ...............................58

Figure 10-6: Multiple Freight Routings ......................59

Figure 10-7: Shipment Schedule Button ...................59

Figure 10-8: Shipment Schedule Carrier/Routing .....60

Figure 10-9: Routing/Carrier Example ......................61

Figure 10-10: Routing/Carrier Example .....................61

Figure 10-11: Authorized Value ..................................62

Figure 10-12: Quote Conversion ...............................63

Figure 11-1: Rbt Billback Button ................................66

Figure 11-2: Rebate Billback Request Log ................66



Figure 11-3: Credit Memo or Q2C Number...............67

Figure 11-4: Rebate Billback Lines ............................68

Figure 11-5: Negative Value Denial ............................70

Figure 11-6: Review and Submit ...............................70

Figure A-1: Product Selector Products .....................73

Figure A-2: Line Item Quantity ..................................73

Figure A-3: Panelboard System Selection ................74

Figure A-4: Mains and Feeders Selection .................75

Figure A-5: Branch Circuit Breaker Feeder Selection .76

Figure A-6: Additional Branch Feeders .....................76

Figure A-7: Device Placement ...................................77

Figure A-8: Unlace ALL to the Pool ...........................78

Figure A-9: Warning Message ..................................78

Figure A-10: Breaker Pool .........................................79

Figure A-11: Breaker Placement ................................80

Figure A-12: Breaker Placement, Continued .............81

Figure A-13: Breaker Placement, Continued .............82

Figure A-14: Submit for Processing ..........................83

Figure C-1: Market Segment Type ............................88

Figure D-1: Empty Digest ..........................................90

Figure D-2: Import Digest .........................................90

Figure C-1: BOM Maintenance .................................92

Figure T-1: Competitive Price Calculator Error ..........94

Figure T-2: Error Message ........................................95



Table of Figures

Index



Add a Second BOM to a Quote ................... 20, 28, 36

Add an Item to a BOM ............................................. 36

Add an Item to a User Parts BOM ........................... 91

Add Markings/Instructions ................................. 20, 22

Assistance ................................................................. 7

Attach a BOM to a Proposal .............................. 20, 26

Attach a User Parts BOM .................................. 20, 91

Bill of Material .................................... 5, 20, 24, 25, 26,

..................................................................... 28, 72, 83

Change Order – Drop Ship ...................................... 62

Change Shipment Routing ........ 54, 55, 56, 57, 58, 59

Check In BOM Button ............................................. 27

Column Headings .................................................... 15

Competitive Calculator ............................................. 92

Connected Mode ................................... 21, 24, 26, 72

Conversion................................................... 52, 60, 63

Copy a BOM ...................................................... 33, 35

Create a BOM ........................................ 22, 24 ,26, 35

Create a New Quote .................................... 20, 21, 35

Create Approval Drawings ........................... 46, 48, 49

Create an Attached User Parts BOM ...................... 90

Create O&M Manuals .................................. 46, 47, 48

Delete a BOM .......................................................... 36

Disconnected Mode .................................... 26, 34, 72

Export ................................................................ 19, 89

Export Drawings ...................................................... 48

Factory-assembled Products .................................. 70

Follow-up Detail .................................................. 17, 18

Follow-up Person ............................................... 16, 18

Follow-up Work ........................................................ 16

Hardware Requirements ............................................ 7

Hints ............................................................ 83, 84, 85

Host Messages .................................................. 61, 73

Import ...................................................................... 88

Import Products ....................................................... 88

Login ID ............ 7, 8, 13, 15, 21, 26, 34, 39, 52, 65, 89

Log On ........................... 14, 16, 21, 26, 34, 39, 46, 52



Index

Lost Business .................................................... 15, 18

Market Segment Type ............................................. 86

Motor Control Center ......................................... 53, 85

New BOM button ......................................... 24, 26, 90

Non-standard Carriers ....................................... 52, 54

Open an Attached User Parts BOM ........................ 91

Panelboard ................................ 15, 20, 34, 71, 75, 84

Password .................................. 7, 8, 11, 12, 26, 34, 39

Preferences.................................. 10, 11, 12, 13 29, 46

Print a Quote ...................................................... 29, 30

Print Drawings ................................................... 46, 47

Print the Quote Log ................................................. 16

Product Selector .................................... 47, 83, 84, 85

Project Manager ...................................................... 21

Project Type ............................................................. 22

Proposal Name ..................... 17, 20, 21, 26, 34, 35, 36

Public ............................................... 16, 34, 35, 36, 86

Quote Log ......... 5, 8, 10, 12, 13, 14, 15, 16, 17, 18, 19,

................................. 21, 22, 25, 26, 27, 28, 29, 31, 34,

................ 35, 36, 46, 47, 51, 52, 60, 61, 64, 82, 90, 91

Quote Name ............. 15, 16, 17, 20, 21, 34, 35, 36, 37

Register ..................................................................... 7

Sales Rep Name ...................................................... 21

Search ................................................... 17, 22, 33, 34

Shipping Schedule............................................. 52, 53

Shortcuts ................................................................. 83

SPD .......................... See Special Price Determination

SPD Calculator ........................................................ 40

Special Price Determination ............................... 38, 39

Specifier ID .............................................................. 22

SPE Rebate ............................................................. 16

Switchboard ............................................................ 85

Troubleshooting ....................................................... 92

User Parts BOM ...................................................... 88

User Placement ................................................. 75, 85

November 2012

Schneider Electric Canada

5985 McLaughlin RoadMississauga, OntarioL5R 1B8www.schneider-electric.com ©

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All rights reserved. No permission is granted for the copying of pages or portions of pages of this manual without the express written consent of Schneider Electric. No other use or distribution of this training manual to third parties is permitted which will infringe the copyright without the express written consent of Schneider Electric. Electrical equipment should be selected only by qualified personnel.

Schneider Electric U.S., Inc.P.O. Box 27446 Raleigh, NC 27611 U.S.

Schneider Electric Canada, Inc.5985 McLaughlin Road Mississauga, Ontario L5R 1B8 Canada

Schneider Electric México, S.A. de C.V.Calz. Javier Rojo Gómez No. 1121-A Col. Guadalupe del Moral 09300 México, D.F. México

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