Using the Quote Detail View

Use the Detail view to see information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section. 

How Do I?

Open the Quote Detail view.Closed
  • On the Navigation Bar, click Quotes to open the Quotes List view. If necessary, use the Lookup to locate a quote, and then click on the quote number.

Use the Lookup to search for records

View a group

Switch to the List viewClosed
  • On the toolbar click the List ViewClosed button, or click the current group tab.
Generate a proposalClosed
  1. On the Task Pane, under Quote Tasks, click Generate Proposal.
  2. When the progress message box appears, do one of the following:
    • Wait for the job to complete and open your proposal from the link that displays.
    • Click Close to dismiss the box. The proposal continues to process in the background. When the proposal is available, a job notification alert appears in the menu bar. You can either view the proposal from the Job Notifications box or from the Reports History tab.
Convert to a sales orderClosed
  • On the Task Pane, under Quote Tasks, click Convert to Sales Order.
    A sales order is created with the Quote ID populated with the original quote ID. The quote record remains, but the Sales Order ID is populated with the new sales order ID and the status is changed to Won.

Promote Infor CRM Back Office Extension only.

Get Order TotalClosed
  • Click Get Order Total to update the quote totals in the snapshot with information from the integrated back office application.

Refresh Pricing

information boxes

The information boxes contain the primary information about the quote. The quote snapshot appears in the upper section of the detail view as well. Users with appropriate permissions can edit these boxes.

detail view tabs

Each tab shows specific information you can use for quote related activities. Click a link to see more information about each tab.

Products Details More Tabs
Attachments Sync History  

Additional tabs may be available if your implementation includes a Back Office Extension.

Sold To Ship To ERP Details
Bill To Discount Charges Sales Persons

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.