Quotation Approval

Approval of a quotation can be carried out from the following locations:

EQM mashup > My Quotations > Approval tab;
EQM Manager mashup > Approval tab;
via related option '25 - Change status' on a quotation record.

Quotation approval can be done on the following levels:

quotation header level;
quotation line level 'Product', 'Item' or 'Trade In';
quotation details level connected to a ‘Product’, such as 'Warranty' and 'Promotion'.

A quotation line always has a responsible. The default responsible is the user id connected to the salesperson in 'Settings. Quotation Permission' (QUS155). Quotation details can also get the default responsible from the template records.

A quotation line and its details can be set to 'Ready' (status 20) or 'Approved' (status 30) in EQM Mashup > My Quotations > Approval > Approve. A quotation header is approved in EQM Manager mashup > Approval > Approve or via related option '25 – Change status' on a quotation record.

Depending on the settings in 'Quotation Type' (QUS020), quotation approval can carried out in the following different ways:

If Quotation approval is not set for the 'Quotation Type' (QUS020), set the quotation header to 'Approved' directly via related option '25 – Change status'. All connected quotation lines and details will be approved.

Optionally, quotation line can be approved by the line responsible in EQM mashup > My Quotations > Approval > Ready. All connected quotation details will be approved.

Quotation detail can also be approved by the line responsible in EQM mashup > My Quotations > Approval > Ready.
If Quotation approval is set for 'Quotation Type' (QUS020) but Product is not, the quotation header must be approved by the Sales Manager in Equipment Quotation Manager Space > Approval > Approve. All connected quotation lines and details will be approved.

Optionally, quotation line can be approved by the line responsible in Equipment Quotation Space > My Quotations > Approval > Ready. All connected quotation details will be approved.

Quotation detail can also be approved by the line responsible in Equipment Quotation Space > My Quotations > Approval > Ready.
If Quotation approval and Product are set for 'Quotation Type' (QUS020) but no quotation details like Warranty or Promotion are set, the quotation header must be approved by the Sales Manager in Equipment Quotation Manager Space > Approval > Approve. The quotation will not be visible for the Sales Manager until all quotation lines that require approval are actually approved.

A quotation line must be approved by the line responsible in two steps. First it needs to be approved in Equipment Quotation Space > My Quotations > Approval > Ready. Then it has to be approved in Equipment Quotation Manager Space > Approval > Approve. All connected quotation details will be approved.

Optionally, quotation detail can also be approved by the line responsible in Equipment Quotation Space > My Quotations > Approval > Ready.
If Quotation approval, Product and at least one of the quotation details (Warranty, Promotion, etc.) are set for the 'Quotation Type' (QUS020), the quotation header must be approved by the Sales Manager in Equipment Quotation Manager Space > Approval > Approve. The quotation will not be visible for the Sales Manager until all quotation lines that require approval are actually approved.

A quotation line must be approved by the line responsible in two steps. First it needs to be approved in Equipment Quotation Space > My Quotations > Approval > Ready. Then it has to be approved in Equipment Quotation Manager Space > Approval > Approve. Only those quotation details connected to that quotation line will be approved which have the same responsible or do not require additional approval.

Note: It is possible to exclude the 'Ready' step in the approval flow. Set the quotation status 'Awaiting approval' via related option '25 – Change status' for a quotation.

It is possible to reject a quotation header, line or detail during the quotation approval process. A rejected quotation (status 15) will indicate to the responsible that more work is required. The sales manager or the responsible can add a text to the quotation header or line indicating why it was rejected.