Quote Information Fields

The table lists the default information fields:


Field	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 Account (Find) to find the associated account.
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) button to find the associated opportunity.
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 (Calendar) to select a different date.
Expiration Date	The date on which the quote expires. 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 the administrator. To change the date, click (Calendar) to select a different date.
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.