Quote Information Boxes
The following table describes the default information boxes.
| Box | Description |
|---|---|
| Quote ID |
The unique ID assigned when the quote was created. Quotes created in Infor CRM have a prefix of CRM. Quotes created in an integrated product have a prefix of EXT. Quotes promoted from Infor CRM to an integrated product will receive a new identifier. |
| Account |
The account associated with the quote. To change the account, click the Account Find |
| Customer RFQ | The customer's request for quote reference number. |
| Opportunity |
The opportunity associated with the quote. To change the opportunity, click the Opportunity Find |
| Sales Order ID |
The sales order created after converting the quote to sales order. This field is only populated if the quote was converted to a sales order and is a link to the . |
| Status |
The status of the quote. To change the status, click the drop-down arrow and select from the list. |
| Start Date |
The start date of the quote. Click the Calendar |
| Expiration Date |
The date on which the quote will expire. If left blank when the quote was inserted, this may automatically default to a set number of days after the start date. The number of days is determined by your administrator. To change the date, click the Calendar |
| Comments | Type any additional notes about the quote. Infor CRM Back Office Extension only. These notes can be edited in either Infor CRM or the integrated application. |
