Online Quotes Tool Update

October 2014

Agenda

• New Error Messages

• New PDF Process: LCSI & Metrics

• Submittal Package

• Adder Quotes

• Quoting Tips

• Recap & Contacts

New Error Messages

Old Way: Generate PDF Tab

New Way: Service & Pricing

LCSI

Contact Jay Benson (978) 290-0828 or Jbenson@Lutron.com for more info

Metrics

Rev. Completion Metrics

“Draft” watermark

Generate PDF

Submittal Package

Submittal Package

Adder Quotes

• Error Messages

• Quoting Hierarchy

• Adder Quoting Guidelines

• Steps to creating an Adder Quote

• Guide to specific systems

• Limitations to Adder Quotes

Online Quote Tool does NOT check system limits. You are responsible for reviewing the existing system to ensure that the added material can be supported by the existing system. The documentation provided by Lutron should be used as a guide. Job specific characteristics may dictate requirements that differ from the standard.

System Rule Information is available on the Lutron website at Lutron.com. Search for “System Rules” or document#

Error Messages: Adders

Quoting Hierarchy

Quantum: Can quote anything (QS, G4000, XPS/LCP)

QS: Can quote anything except Quantum front end

Grafik 4000: Can quote G4k or XPS/LCP

XPS/LCP: Can only quote XPS/LCP

The equipment that can be added in an Adder quote depends on the system type from the original release.

Adder Quote Guidelines

• Adders can only be created in OQT for projects that have been RELEASED and are not locked by the Project Manager

• Adders can only be created in OQT for system types that are still being supported (no G5/6/7, DMW, Quantum 1.4, etc.)

• OQT will allow you to add equipment that is compatible with the equipment listed in the original RELEASED quote

• Warranty/Contract will be the same as purchased in the original RELEASED quote

• Startup type will be the same as the original RELEASED quote

Find a Released project

A project must be in the “RELEASED” status in order to generate an adder quote

Create Adder Quote

In the “Project Info” tab, click on “Create Adder Quote”

This button will only be available in the RELEASED quote/rev

Adder Quote Properties

Use quote name format, “PROJECT – SYSTEM Adder – AREA”

Example: “ABC Building – Quantum Adder – 2nd Floor Open Office Keypads”

Use an option from the “Quote Based On” drop-down and modify as needed.

Select opportunity first, otherwise it will delete any changes that you have made so far.

Adder Quote Properties Revised submittals? Click “Yes” if submittals have already been issued.

Startup at same time as original? Click “No” if Field Service visit has already been scheduled

Add other relevant information then click “Continue” to proceed

Add Equipment

Add/Review Notes

Include the basis for how you determined what was existing (submittal set, database version, etc.).

Include exceptions to missing information (no specs, drawings, etc.)

Add other relevant notes, then click “save” to proceed

Save & Generate PDF

For Adders, everything except “Budget” will default to match the RELEASED quote

Click “Save” to continue

Guide to Specific Systems

• Grafik QS

• Grafik 4000

• XPS / LCP

• EcoSystem / QSN

• Quantum

Online Quote Tool does NOT check system limits. You are responsible for reviewing the existing system to ensure that the added material can be supported by the existing system. The documentation provided by Lutron should be used as a guide. Job specific characteristics may dictate requirements that differ from the standard.

System Rule Information is available on the Lutron website at Lutron.com. Search for “System Rules” or document#

Grafik QS

• RELEASED quote must have a QS Grafik Eye

• Watch out for… – PDUs (3 per Grafik Eye) and System Limits

– Power Modules

– Emergency

– Original BOM may not reflect ALL equipment on site. Some devices can be purchased through Customer Service or direct from Distribution

• QS Link PDU Rules: Document# or search for “ ” on Lutron.com

Grafik 4000

• RELEASED quote must have a GRX Grafik Eye • Watch out for…

– PDUs and Link Limits (“ ” on Lutron.com) – Original BOM may not reflect all equipment on site

• Some devices are obsolete. Check the DISCONTINUATION NOTICE before quoting

Device Types Device Substitutes

Main Unit GRX-41__ GRX-45__

Panels GP-, XP-, LP- Same

Controls: Add engraving for each keypad Same - SEETOUCH ENGRAVING SERVICE

Keypads NTGRX, SG- SG-

Sensors LOS, GRX-CES, LUT-WSP Same

Interfaces GRX-CCO-8 (2) GRX-IO

GRX-IO, GRX-CI-RS232 Same

XPS / LCP

• RELEASE quote must have an XPS or LCP panel • Watch out for…

– PDUs (may need MUX-RPTR for PDUs or Power Boost) and Link Limits (Search for “ ” on Lutron.com)

– Original BOM may not reflect all equipment on site

• Some devices are obsolete. Check the DISCONTINUATION NOTICE before quoting Device Types Device Substitutes

BACnet XPS-A-BAC-[ET/IP]-120-CGP1719 None - upgrade required or device by others

LONWorks XPS-A-LON-FT-120-CGP1719 None – upgrade required

Panels XPS_- (programmer built into panel) Same

Controls: Add engraving for each keypad Same - SEETOUCH ENGRAVING SERVICE

Keypads FOMX, NTOMX, EOMX, SO- SO-

Sensors LOS, GRX-CES Same

Interfaces OMX-CCO-8 (2) OMX-IO

OMX-IO, OMX-CI-RS232 Same

EcoSystem / QSN

• EcoSystem fixtures are compatible with the old bus supplies.

• Classic EcoSystem started shipping in 2007 and continued until 2010 when QSNs were introduced.

• Submittal drawings were typically not provided for these systems so you may not be able to confirm loop capacity without a site visit.

• If there is no room on the existing bus supplies then quote QSN-1ECO-S or QSN-2ECO-S

– Note: Separate bus supplies / QSNs are not able to communicate between each other

EcoSystem / QSN • RELEASED quote must have a QSN • Watch out for…

– PDUs, Device & Loop limits (search for “ ”) – QSMs – no more than 1:1 with switching/0-10V QSNs – Original BOM may not reflect all equipment on site

• Some existing equipment may no longer be available. Below are some alternatives.

Existing Device Types Device Substitutes

Programmer C-PDA-CLR C-ESN-SETUP

Bus Supplies CS-1L-WM (1 loop) CS-2L-WM (2 Loops)

QSN-1ECO-S QSN-2ECO-S

Interfaces C5-BMJ/XPJ Same

IR Sensor C-R-M1-WH EC-IR-WH

Daylight Sensor C-SR-M1-WH EC-DIR-WH

Occupancy Sensor LOS- Same

Controls CC-1BRL / 4BRL CC-4BRL or PX-

Quantum

• Released quote must have a hub • Watch out for:

– Software version: Is the equipment compatible? (contact RUS@Lutron.com)

– PDUs and Device Limits: Where are the devices being added to the link? Will it be T-Tapped or Daisy Chained?

• QS Link PDU Rules: Document# on Lutron.com • Quantum System Rules: Document# (“ ”) • Use Lutron Designer to check system with added device(s)

• Warranty: Contact LSCWarranty@Lutron.com for assistance

– Projects with enhanced warranties or TSPs: The warranty for the existing system is recommended to be updated to align with the adder if they are more than 6 months into the warranty.

– Projects with a campus-wide service plan: Ask the customer if they want to update their warranty

Quantum Software

• Check existing software revision to make sure that devices being added are compatible; otherwise a software upgrade will be necessary to add equipment.

• Check Lutron.com for more details and contact RUS@Lutron.com for project-specific information.

• Below is a for major release changes: – Rev 1.6 (October 2009) - Added BACnet – Rev 1.7 (June 2010) - Added Hyperion – Rev 1.9 (May 2011) - Added QSMs, Picos, QS Keyswitch – Rev 2.0 (October 2011) - Added ESNs, Changed to Windows 7 – Rev 2.2 (February 2012) - Added Persona PC, QSE-CI-DMX, QP3 – Rev 2.3 (August 2012) - Added Energy Metering – Rev 2.6 (April 2013) - Added iPad App, Architrave & Signature keypads,

Radio Shadow Sensor – Rev 2.7 (August 2014) - Added QS sliders, 20A QSNs, Scene Banking on

Grafik Eyes

Online Quote Tool does NOT check system limits.

The documentation provided by Lutron should be used as a guide. Job specific characteristics may dictate requirements that differ from the standard. System Rule Information is available on the Lutron website at Lutron.com. Search for “ ” or document#

Limitations to Adder Quotes • Some conditions are not able to be calculated by OQT and

may if not properly quoted • Quote requests must be sent to Integrated Systems if…

– System type has been discontinued – Existing equipment is changing

• Removed, Relocated, Reallocated, Reprogrammed or Modified

– On-site programming is required – After-Hours or Weekend Startup is required – Adding advanced functionality

• DMX, Partitioning, Shades, Vivariums or other complex sequence of operations

• If you can start but can’t complete the quote, add as much as you can to Online Quote Tool, then send an email to Projects@Lutron.com for completion

Quoting Tips

• If the project has not yet been closed out, contact the Project Manager for an updated copy of the submittals

• If the project has been closed out or if it’s non-processor, send an email to RUS@Lutron.com to request a copy of the submittals and current software version (Quantum only)

• Elective Service Recommendations: – Integration (LSC-INT-VISIT) when adding iPad App, BACnet,

Green Glance, 3rd party shades, 3rd party software or any other equipment by others

– Onsite Level & Tuning (LSC-AF-VISIT) when adding DMX using a 2-link circuit selector or when a lighting designer is involved

– Walkthrough Visit (LSC-WALK) when a 3rd party commissioning agent is involved (typically LEED or Title 24)

Recap & Contacts

• Metrics must be completed to print the quote • LCSI projects can now be assigned • Submittal Spec Sheet Package is now available • Adder Quotes are now available Contacts: • OnlineQuotes@Lutron.com – OQT technical issues or

suggestions for improvement • Projects@Lutron.com – Quotation & Process questions • RUS@Lutron.com – Existing System/Archive requests • JBenson@Lutron.com – LCSI program information • LSCWarranty@Lutron.com – Existing Warranty info