Creating an equipment quotation using an activity record

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.

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.

If Activity record is associated to an Opportunity, see Associating an opportunity.