Import of rental quotes from M3 BE to M3 CLM

The user can import rental agreements in status quotes from M3 BE to M3 CLM, and cascade rental agreements from M3 BE toM3 CLM using the standard integration.

Using the M3 Mobility Core Toolbox, you can define the settings for rental quotation. The rental quotation settings are now extended to include data on rental quotes sent from M3 BE to M3 CLM. The Import quotes from date defines the date when the rental quotes are imported. This setting limits the number of past-time rental quotes. If this setting is not set, all rental quotes are imported to M3 CLM.

See how to configure rental quotation settings in Infor M3 Customer Lifecycle Management Administration Guide.

On the main activity, set ActivityTypeCODE as the default ActivityType. This defines the activity of creating a quote. Once the quote is created, the status is set to Done.

When creating quotes in M3 BE from M3 CLM, use the default Follow-up activity code fields. There are no Follow-up activities created for quotes imported from initial load, even if the quotes in M3 BE have Follow-up activities.

Initial load settings

Standard integration

Any new rental quotes created in M3 BE are transferred to M3 CLM.

Others

Rental quote agreements are both visible in M3 CLM web client, as well as in M3 CLM mobile application.

In M3 CLM, rental quotes are created as a temporary agreement and you can convert it to quotation agreement or rental agreement in M3BE.