Setting default values for after sales quotation

Select > .

In the Default values for after sales quotation, specify this information:

M3 bookmark-H5

<Grid URL>/mashup/web/INFOR_EQM/ProductSupportDetail?$DefaultValues=CUNO:{0};OFNO:{1};VERS:{2}

Note: <Grid URL> must be in this format:

<protocol>://<FQDN or IP address of the Grid>:<port number>

The URL must be a single line. The URLs are printed in several lines to fit the page width.

Import quotes from date

Specify the date when to import quotes. By default, this field is set to current date.

Quotation validity in days

Specify the number of days a quotation stays valid.

Days before expiration date (Follow up activity 1)

Specify the number of days before expiration date for first follow- up activity.

Days before expiration date (Follow up activity 2)

Specify the number of days before expiration date for second follow-up activity.

Quotation order type

Select the quotation order type from the list.

Follow up activity 1

Select the activity type for the first follow-up activity.

Follow up activity 2

Select the activity type for the second follow-up activity.

Field to use for quote number

Select the field to be used for the quote number from the list.

Click Save.