Sales Order and Quote Products Tab
Use this view to add, edit, or remove products associated with the sales order or quote.
- The sales order or quote has a status of Won.
- Infor CPQ is configured.
To open this tab, perform one of the following:
- On the Sales Order Detail view, click the Products tab. If the tab is not visible, click More Tabs.
- On the Quote Detail view, click the Products tab. If the tab is not visible, click More Tabs.
You can perform these actions:
- Edit product information in
the grid: Select the record you want to edit, make the changes in the grid, and
then click
(). To undo your changes, click
() before you click
().
Note: Not all columns can be edited in the grid. To determine if a column can be edited, click in the grid. If a white box appears, then the column can be edited. - Reorder the list
numerically: Click
().
- Add a product
- Delete a product
- Adding or Editing a Custom Product
- Edit product information
This view contains the following columns:
The columns that appear depend upon whether or not your implementation is integrated with another application and the information available form the integrated application.
- Edit
- Click to
edit the product information.
If the Edit link is not available, then the product or products cannot be edited.
- Line Number
- Displays the line number assigned to each item on the sales order. Click to reorder the products on the grid. Renumbering ensures that all items are numbered in sequence. For example, products with line numbers 5,2,1,3 become 1,2,3,4 after renumbering.
- Product
- Displays the product's name.
- Description
- Brief description of the product.
- Status
- Displays the
Infor CPQ status. (Infor CPQ only)
- Configure
Click the link to open the CPQ graphical configurator.
- Not
Configurable
The product is not configured for Infor CPQ.
- Completed
The product has been configured in CPQ graphical configurator. You can click the link to view the product information in the CPQ configurator.
- Partially
Saved
Click the link to open the CPQ graphical configurator and continue the configuration of the product.
- Error
An error occurred in CPQ. Click the link to open the CPQ graphical configurator and complete the configuration.
- Configure
- Family
- Displays the product's family.
- Price Level
- Displays the price level used for this product. (Not available for Infor CRM Back Office Extension)
- Warehouse
- Displays the warehouse assigned to the product. Click the link to find and select the warehouse for the product.
- Price
- Displays the base currency price of the product. This column is based on the default currency type as defined by the administrator.
- Discount
- Displays the percentage by which the product was discounted. This is read-only if integrated with Infor CPQ or Infor CRM Back Office Extension.
- Adj Price (Sales Order)/Quote
-
Displays the price of the product, minus the discount, in the sales order currency. (Multi-Currency only)
- Quantity
- Displays the numeric quantity of the product added to the opportunity. Allows you to enter a new quantity.
- Unit
- Displays the scale used to measure the quantity of the product. For example, "Each" or "Box of 10". Infor CRM Back Office Extension only.
- Extended Price
- Displays the calculated total of the product price multiplied by the quantity, less any discount. This column is based on the default currency as defined by the administrator.
- Extended Price (Sales Order) or (Quote)
- Displays the calculated total of the product price multiplied by the quantity, less any discount and converted to the sales order currency type. (Multi-Currency only).
- Total (Sales Order) or (Quote)
- Displays the total amount of the sales order or quote including taxes, add-on charges, and discounts.