Quote Information Fields

Field	Description
Quote ID	The unique ID assigned when the quote was created. Quotes created in Infor CRM SLX have a prefix of CRM. Quotes created in an integrated product have a prefix of EXT. Quotes promoted from Infor CRM SLX 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 SLX or the integrated application.

Quote ID

The unique ID assigned when the quote was created.

Quotes created in Infor CRM SLX have a prefix of CRM. Quotes created in an integrated product have a prefix of EXT. Quotes promoted from Infor CRM SLX to an integrated product will receive a new identifier.

Account

The account associated with the quote.

To change the account, click Account search_new (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 search_new (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_new (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_new (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 SLX or the integrated application.