Creating a standard quotation using an opportunity record
You must create an opportunity before you can create a quotation for an opportunity.
- Open an opportunity.
- Select Quotation > Create Standard Quote.
-
Specify this information. These fields have default values that
are based on the configuration in the M3 Mobility Core Toolbox
- Sales Order Type
- Select from the list of sales order 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 quote expires.
- Reason
- Select from the list of reasons for creating this quote.
- First Follow Up Activity
-
Select from the list of the type of follow-up activity for this quote.
- Date
- Select the date that the first follow-up activity is made.
- Second Follow Up Activity
-
Select from the list of the types of follow-up activity for this quote.
- Date
-
Select the date that the second follow-up activity are made.
In user defined fields 1-4, values configured in M3 Mobility Core Toolbox are displayed. In user defined fields 5-6, the user must set values.
- Click Create. M3 Customer Order.Open bookmark is displayed as a new tab.
-
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 and its corresponding quotation activities are created and displayed
on the Activities tab
of the opportunity record.
The Opportunity Total field shows the Quotation Total depending on the quotation status that is configured by the system administrator.
If configured, the specified field shows the Order total when the Quotation record is changed to an order.