Setting default values for equipment quotation

  1. In the Default values for equipment quotation, specify this information:
    M3 bookmark - H5
    <Grid URL>/mashup/web/INFOR_EQM/EQMDetail?$DefaultValues=CUNO:{0};OFNO:{1};VERS:{2}
    Note: <Grid URL> should be of this format:

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

    The URL must be a single line only. 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 the expiration date for first follow-up activity.
    Days before expiration date (Follow up activity 2)
    Specify the number of days before the 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 quote number from the list.
  2. Click Save .