Using the Quote detail view

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

To access the Quote detail view, you can click Quotes on the Navigation Bar, to access the Quotes list view. If required, use the Lookup to locate a quote, and then click the Quote Number.

Note: Integrations which include Infor CPQ Enterprise Quoting, use the Infor CPQ Enterprise Quoting direct Quote detail user interface instead of the Infor CRM SLX Quote detail form.

On this page you can:

  • Click List View, or click the current group tab, to switch to the list view.
  • Generate a proposal:
    1. Click Generate Proposal on the Task Pane, in the Quote Tasks section.
    2. Wait for the job to complete and access the proposal from the link that is displayed.
      Note: You can also click Close to close the window. 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 window or from the Reports History tab.
  • Click Convert to Sales Order on the Task Pane, in the Quote Tasks section to convert a quote to a 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.

  • Click Get Order Total to update the quote totals in the snapshot with information from the integrated back office application.
  • Refresh Pricing. See Refreshing Sales Order or Quote Prices
  • View a group. See What are Groups?
  • Use the Lookup to search for records. See Using Lookup

Information Fields

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

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 Activities Details More Tabs
Attachments Notes/History Sync History CRM Workflows Tab 

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

Sold To Ship To ERP Details
Bill To Discount Charges Sales Persons
Active ION Workflows

User Defined Section

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

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