Related Quotations

Quotations can be related together using the related feature. The related functionality is used when, for example, a customer asked for two quotations with different equipment configurations but will only go for one in the end. When one of the quotations in the relationship is accepted then all other quotations in that relationship will automatically have their status set to inactive (status 99).

Example for relating quotations in EQM

Quotation relationships are created from 'Related Quotation. Open' (QUS120).

You can also create quotation relationships from 'All Quotations' button. Go to Related tab > Related and press the 'New relation' button.

The connection to the related code is made via All Quotations > Related tab > Quotations, using the 'Add' button. Related quotations can be seen from All Quotations > Related tab > Related quotations.