Creating an equipment quotation using an activity record
You must create an activity before you can create a quotation for the activity.
See Creating an activity.
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Open an activity.
You can only create a quotation for a specific type of activity. This is set in the M3 Mobility Core Toolbox. Contact your system administrator if you do not know the activity type where equipment quotations are made.
- Select Quotation > Create Equipment Quote.
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Specify this information:
- Quotation Type
- Select from the list of quotation types.
- Facility
- Select from the list of facilities.
- Valid From
- Select the date when the quotation is created.
- Valid Until
- Select the date when the validity of the quotation expires.
- Reason
- Select from the list of reasons for creating this quote.
- Requested Delivery Date
- Select the date for the requested delivery date displayed in the quotation.
- Contact
- Select no more than two contacts. The contacts that are defined here are the values of the Your Ref 1 and Your Ref 2 fields in the quotation. If no contact is associated, then the default Your Ref 1 and Your Ref 2 of the account is used on the quotation.
- Sales Person
- Select a sales person. This is the sales person who is responsible for the quotation.
- Forecast
- Select whether to set the value of the Total Price of the quotation to the value of the field as set for the opportunity record.
- First Follow Up Activity
- Select from the list of follow-up activities for this quote.
- Date
- Select the date that the first follow-up activity is made.
- Second Follow Up Activity
- Select from the list of follow-up activities for this quote.
- Date
- Select the date that the second follow-up activity is made.
- Click Create. A new page is displayed as new tab.
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Complete the transaction in this page. Optionally, M3 BE can
populate the Project Number and Project Element and displays the values in
M3 CLM. Contact your system administrator. Follow-up
activities are created.
If Activity record is associated to an Opportunity, see Associating an opportunity.The opportunity record is displayed with these details:
- Equipment Quotation details is populated on the Quoted Machines tab of opportunity record.
- Quotation Total is displayed in the Opportunity Total field depending on the quotation status configured by the system administrator.
- If configured, the Order total is populated in the specified field when the Quotation record is changed to an order.