The Quote Details Screen - Event Details

An overview of the Event Details subscreen of the Quote Details screen.

Quick Reference

• Clicking on an Event in the Event List panel of the Equipment Details screen will open the Event Details screen. This screen allows you to view and manage the details of a specific Event.
• The Event Details screen comprises eight different panels:
  • Event Header Panel: Contains basic information about the Event.
  • Financials Panel: Contains a breakdown of the Parts, Labor, and Misc costs of the Event.
  • Segment Header Panel: Allows you to set default values for the Event’s segments. 
  • Detail List Panel: Contains a list of the segments included with this Event. Click on a segment to open its Operation Header.
  • Notes & Special Instructions Panel: Allows you to enter notes and special instructions for the technician completing the Event.
  • Parts Panel: Contains a breakdown of the Parts included in this Event. 
    • Click the Add Parts button to open the Parts Search window and add Parts to the Event.
    • Click the SIS button to open the Import SIS Parts window and import Parts from Caterpillar’s Service Information System (SIS).
    • Click the DBS button to open the DBS Parts Document Import window and import Parts from DBS documents.
  • Labor Panel: Contains a breakdown of the Labor items included in this Event.
    • Click the Add Labor button to add Labor to the Event.
  • Misc Panel: Contains a breakdown of the Misc items included in this Event.
    • Click the Add Miscellaneous button to add a Miscellaneous item to the Event.

The Quote Details Screen

This page is part of a series on the Quote Details Screen in Service Agreement Quoter. The structure of this screen and its subscreens is as follows:

• The Quote Details Screen
  • Quote Header
  • CVA Contract
  • Customer Details
  • Revision Details
    • Revision Documents
    • Equipment Details
      • Event Details (you are here)

Introduction

When building out a Quote in SAQ, it is possible to create multiple Revisions (versions) of the same Quote and edit each Revision independently. As each Revision is created, it will appear in the left navigation menu of the Quote Details screen. Each piece of equipment added to a Revision will likewise be added to the left navigation menu, and can be managed via its own Equipment Details screen.

Clicking on an Event in the Event List panel of the Equipment Details screen will open the Event Details screen. This screen allows you to view and manage the details of a specific Event.

To access the Event Details screen, click on the name of an Event in the Event List on the Equipment Details screen.

Event Details Screen

The Event Details screen consists of eight distinct panels. Click on a panel’s header to expand or collapse it.

1. Event Header Panel
   Contains basic information about the Event.
2. Financials Panel
   Contains a breakdown of the Parts, Labor, and Misc costs of the Event. These costs can be edited if the piece of equipment to which this Event applies is using Customer pricing.
3. Segment Header Panel
   Contains default values for the Event’s segments.
4. Detail List Panel
   Contains a list of the segments included with this Event. Click on a segment to open its Operation Header panel.
5. Notes & Special Instructions Panel
   Allows you to enter notes and special instructions for the technician completing the Event.
6. Parts Panel
   Contains a breakdown of the Parts included in this Event. 
7. Labor Panel
   Contains a breakdown of the Labor items included in this Event. These items can be edited if the piece of equipment to which this Event applies is using Customer pricing.
8. Misc Panel
   Contains a breakdown of the Misc items included in this Event. These items can be edited if the piece of equipment to which this Event applies is using Customer pricing.

Event Header

This panel contains basic information about the Event, including its source, pricing type, Parts, Labor, and Misc inclusions, and number and price of occurrences.

1. Event
   The Event’s name.
2. Source
   The Event’s origin - Standard Job, Additional Event, or Flat Rate Exchange. 
3. Pricing Type
   The Event’s pricing type - Standard or Customer. This can be changed using the “Change Pricing” button on the Equipment Details screen. Events using Customer pricing can have their financials edited via the Financials panel.
4. Part Included
   Indicates whether this Event includes a Parts component.
5. Labor Included
   Indicates whether this Event includes a Labor component.
6. Misc Included
   Indicates whether this Event includes a Misc component.
7. # Of Occurrences
   The number of occurrences of this event included in the current Revision.
8. Price Per Occurrence
   The base price per occurrence of this Event.
9. Discount Percent
   The discount applied to this Event, expressed as a percentage of the total.
10. Net Price Per Occurrence
    The price per occurrence of this Event taking discounts in account. Equal to Price Per Occurrence * (100-Discount Percent)%.
11. Extended Amount
    The total cost of this Event. Equal to Net Price Per Occurrence * # Of Occurrences.

Financials

This panel contains a breakdown of the Parts, Labor, and Misc costs of the Event. If the Event is using Customer pricing, these costs can also be changed from this panel.

1. Save Button
   Click to save your changes.
2. Rate Type
   The rate type for the component (Parts, Labor, Misc, or Total). If using Customer pricing, click on the drop-down to select a rate type.
   1. Estimated: The cost of this component is an estimate and may change.
   2. Flat Rate: The cost of this component is a predetermined amount (flat rate).
   3. Time and Material: This cost of this component is based on the time and materials required to complete the work.
3. Amount
   The cost of the component (Parts, Labor, Misc, or Total). If using Customer pricing, this amount can be changed.
4. Cust Class
   The Customer’s class. This can be set separately for each component and can affect the way that component’s costs are calculated.

Segment Header

This panel contains default values for the Event’s segments. 

1. Save Button
   Click to save your changes.
2. Branch
   The branch to which the Event’s segments belong.
3. Cost Center
   The cost center to which the Event’s segments belong.
4. Std Job Ind
   Standard Job Indicator. Indicates whether or not the Event is a Standard Job (Y or N).
5. Std Job Hrs
   Standard Job Hours. 
6. F/R Exchange
   Flat Rate Exchange.
7. Job Code
   The Event’s three-digit Job Code (Caterpillar SMCS code).
8. Component Code
   The Event’s four-digit Component Code (Caterpillar SMCS code).
9. Modifier
   The Event's modifier code (Caterpillar SMCS code).
10. Qty Code
    The Event's quantity code (Caterpillar SMCS code).
11. Job Location
    The Event's job location code (Caterpillar SMCS code).
12. Work Application
    The Event's work application code (Caterpillar SMCS code).
13. Job Condition
    The Event's job condition code.
14. Cab Type
    The Event's cab type code (Caterpillar SMCS code).
15. Business Group
    The Event's business group (Caterpillar SMCS code).
16. Shop/Field
    Indicates whether the Event is a Shop (S) Event or Field (F) Event.
17. SIMS Req
    Check to make SIMS required for the Event.

Detail List

This panel contains a list of the segments included with this Event. Click on a segment to open its Operation Header panel.

1. Detail List
   Lists the segments included with this Event. Click on a column header to sort the table by the contents of that column. Drag and drop the column headers to rearrange the columns. 
2. Segment
   Click on a segment’s name to open its Operation Header panel and see more information about that segment.

Operation Header

This panel will only be visible after clicking on a segment’s name in the Detail List panel directly above. It contains more detailed information about the selected segment, and allows you to overwrite the defaults established in the Segment Header panel.

1. Save Button
   Click to save your changes.
2. Operation No
   The segment’s operation number.
3. Job Code
   The segment’s three-digit Job Code (Caterpillar SMCS code).
4. Component Code
   The segment’s four-digit Component Code (Caterpillar SMCS code).
5. Modifier
   The segment’s modifier code (Caterpillar SMCS code).
6. Shop Field
   Indicates whether the segment is a Shop (S) segment or Field (F) segment.
7. Business Group
   The segment’s business group (Caterpillar SMCS code).
8. Qty
   The segment’s quantity code (Caterpillar SMCS code).
9. Job Location
   The segment’s job location code (Caterpillar SMCS code).
10. Work Application
    The segment’s work application code (Caterpillar SMCS code).
11. Store No
    The branch to which the segment belongs.
12. Cost Center
    The cost center to which the segment belongs.
13. Std Job Hrs
    Standard Job Hours.

Notes & Special Instructions

This panel allows you to enter notes and special instructions for the benefit of the technician who will be completing the work.

1. Save Button
   Click to save your changes.
2. Internal / External
   These checkboxes allow you to set the visibility of each line of Notes. Checkboxes will continue to appear as more lines of Notes are added. Check the “I” checkbox to make that line of Notes visible internally. Check the “E” checkbox to make that line of Notes visible externally.
3. Notes
   Use this field to enter notes for the segment. Each line of notes can be up to 49 characters in length, and a maximum of 999 lines can be entered.
4. Special Instructions
   Use this field to enter special instructions for the segment. Each line of special instructions can be up to 49 characters in length, and a maximum of 999 lines can be entered.

Parts

This panel contains a breakdown of the Parts included in this Event. 

1. Refresh Button
   Click to refresh the list of Parts.
2. SIS Button
   Click to open the “Import SIS Parts” window. This allows you to import Parts from Caterpillar’s Service Information System (SIS).
3. DBS Button
   Click to open the “DBS Parts Document Import” window. This allows you to import Parts from DBS documents.
4. Add Parts Button
   Click to open the "Parts Search" window. This allows you to add Parts to the Event.
5. Save Parts Button
   Click to save your changes.
6. Parts Table
   Lists the Parts currently included in this Event. Click on a column header to sort the table by the contents of that column. Drag and drop the column headers to reorder the columns.

Import SIS Parts

Clicking the SIS button in the top-right corner of the Parts panel will open the Import SIS Parts window. This window allows you to import Parts from Caterpillar’s Service Information System (SIS) and add them to the Event.

1. Upload Area
   Drag and drop a file into this area to upload Parts information to the Event. You can also click on this area to open your computer’s file manager and select a file.
2. Attachments
   Uploaded files are listed here. Click the red X next to the name of the uploaded file to remove it and upload a different file. 
3. Cancel Button
   Click to close the Import SIS Parts window without uploading a file.
4. Upload Button
   Click to upload the selected file to the Event.
5. SIS Site Button
   Click to open the Caterpillar sign-in page and access Cat SIS. You will need Caterpillar login credentials to proceed.

DBS Parts Document Import

Clicking the “DBS” button in the top-right corner of the Parts panel will open the DBS Parts Document Import window. This window allows you to import Parts from DBS documents and add them to the Event.

1. Document Number
   Enter a document number into the search bar to find DBS documents containing that number.
2. Document Table
   Contains the list of DBS documents that match the current search terms. Click on a column header to sort the table by the contents of that column. Toggle the checkbox in the top-left corner of the table to select or deselect all documents.
3. Document Checkbox
   Check the checkbox next to a DBS document to mark it for importing. Once you have selected all the documents whose Parts you want to add to the current Event, click the “OK” button (6).
4. Export Button
   Click to export the contents of the document table to a comma-separated values (.csv) file. Depending on your browser’s settings, you may be prompted to select a download location, or the file may be automatically downloaded to your Downloads folder.
5. Cancel Button
   Click to close the DBS Parts Document Import window without importing Parts.
6. OK Button
   Click to import Parts from all selected documents into the current Event.  

Parts Search

Clicking the “Add Parts” button in the top-right corner of the Parts panel will open the Pearts Search window. This window allows you to search for Parts to add to the Event.

1. Look For
   Click on the drop-down to select whether to search for Parts by Part No or Part Description.
2. Search Condition
   Select whether to search for Parts whose Part No or Description contains, begins with, or exactly matches the search terms.
3. Search Field
   Begin typing into this field to search for Parts whose Part No or Description matches the terms entered.
4. Parts Table
   Displays the list of Parts that match the current search terms. Click on a column header to sort the table by the contents of that column. Drag and drop the column headers to rearrange the columns.
5. Export Button
   Click to export the contents of the Parts table as a comma-separated values (.csv) file. Depending on your browser’s settings, you may be prompted to select a download location, or the file may be automatically downloaded to your Downloads folder.

Labor

This panel contains a breakdown of the Labor items included in this Event. 

1. Add Labor Button
   Click to add a new empty row to the Labor table.
2. Save Labor Button
   Click to save your changes.
3. Labor Table
   Contains the list of all the Labor items included in this Event. Click on a column header to sort the table by the contents of that column. Drag and drop the column headers to rearrange the columns.
4. Charge Code
   The Labor item’s charge code.
5. Rate Type
   The Labor item’s rate type - Regular, Overtime, or Premium.
6. Description
   The Labor item’s description.
7. Hours
   The number of hours of work the Labor item represents.
8. Net Sell
   The per-hour price of the Labor item. This is determined by the item’s charge code (4) and cannot be changed from this screen.
9. Ext Price
   The total cost of this Labor item. Equal to Hours * Net Sell.
10. Remove Labor
    Click the bin icon next to a Labor item to remove it from the Event.
11. Labor Total
    The total cost of the Labor component of this event. Equal to the sum of the Ext Price of all Labor items.

Misc

This panel contains a breakdown of the Misc items included in this Event. 

1. Add Miscellaneous Button
   Click to add a new empty row to the Miscellaneous table.
2. Save Miscellaneous Button
   Click to save your changes.
3. Miscellaneous Table
   Contains the list of all the Misc items included in this Event. Click on a column header to sort the table by the contents of that column. Drag and drop the column headers to rearrange the columns.
4. Charge Code
   The Misc item’s charge code.
5. Description
   The Misc item’s description.
6. Quantity
   The quantity of the Misc item included in this Event.
7. Unit Cost
   The post-adjustment per-unit selling price of the Misc item. Equal to Unit List * (100+Price Adjustment)%.
8. Unit Price
   The per-unit purchasing cost of the Misc item.
9. Unit List
   The pre-adjustment per-unit selling price of the Misc item.
10. Price Adjustment %
    The percentage by which the item’s Unit List price should be increased to arrive at the Unit Cost.
11. Adjustment
    The item’s price adjustment dollar amount. Equal to Unit List * Price Adjustment %.
12. Ext Price
    The total selling price of the Misc item. Equal to Unit Cost * Quantity.
13. Remove Miscellaneous
    Click the bin icon next to a Misc item to remove it from the Event.
14. Miscellaneous Total
    The total cost of the Misc component of this event. Equal to the sum of the Ext Price of all Misc items.