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M3 Equipment Quotation Management User Guide
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About this Guide
Contents
Knowledge Prerequisites
Overview
Equipment Quotation Management Overview
M3 EQM Basic Data Setup
Equipment and Attributes
Quick entry of attributes
Sales and Cost Prices
Equipment Sales Prices
Sales and Cost Prices for Related Quotation Information
Batch Order Parameters
Number Series
Overall Settings for Quotation
Quotation Order Types
Quotation Permissions
Quotation Status Update
Sales Roles in EQM
Salesperson
Sales Manager
Sales Manager per Salesperson
Target Margin
Application Messages
Warranty, Service and Maintenance in EQM
Warranty Records
Service Records
Customer Variations
Maintenance Agreement Records
Financing, Promotions and Miscellaneous Records in EQM
Financing Records
Promotion Records
Miscellaneous Cost Records
EQM mashup
EQM mashup
EQM Mashup
My Quotations button
All Quotations button
Customer button
Equipment button
Print Studio button
Equipment Quotation Detail level
Equipment Quotation Detail line level
EQM Manager mashup
The Quotation Preparation Process
Create a Quotation
Creating a Quotation
Updating the Quotation Header
Adding the Product
Updating the Product
Select or Search the Product
Equipment Search and Connect
Equipment Select and Configure
Create a quotation line using Equipment Select and Configure
Create a new quotation using Equipment Select and Configure
Equipment Reservation and Allocation
Configure the Product
Configuring the Product
Equipment Trade-In
Items
Add Warranty, Service and Maintenance to the Quotation
Warranty
Services
Customer variations
Maintenance Agreement
Add Financing, Promotions and Miscellaneous Cost Records to the Quotation
Financing
Promotion
Miscellaneous cost
Text Flow in EQM
Text Handling
Additional tasks
Grouping Quotations
Related Quotations
Addresses
The Quotation Management Process
Product Price Adjustment
Quotation Price Adjustment
Allocation or Deallocation of Equipment
Sales Tax
Quotation Status
Quotation Approval
Quotation Versions - Copy a Quotation
Printing Quotations
Releasing a Quotation
Effects of Releasing a Quotation
Deal Review
Quotation Fulfillment
Product Support in EQM
Introduction - EQM Product Support
EQM Product Support
Product Support Workflow
Customer
Customer list workflow
Customer list - aftermarket sale of parts
Customer list - aftermarket sale of services
Customer list - aftermarket sale of customer variation
Customer list - aftermarket sale of warranty
Equipment
Work Schedule
Product Support Detail
Product Support Detail Workflow
Rental Agreement in EQM
EQM Rental
Rental in EQM
Rental Workflow in EQM
Integrating EQM with Other M3 Products
Infor Enterprise Search for EQM
M3 CLM Setup for EQM
Integration with Infor Document Management
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