My Quotations button

Dashboard tab

This tab provides various views for tracking the quotations.

From each of the views you can double-click on a quotation and access the Equipment Quotation Detail screen where further information can be accessed including details of the products, individual quotation lines. Management of a quotation will typically be done from the equipment quotation detail function.


Available views	Description
In Progress and Rejected	This view shows quotations in status 10 and 15. Highlighting a record and choosing related options allows you to access: Addresses Create new versions Change the status Update the reason text Change Copy Delete Display.
Waiting for Approval	This view shows quotations in status 20. Highlighting a record and choosing related options allows you to access: Addresses Create new versions Change the status Update the reason text Change Copy Delete
Display Approved	This view shows quotations in status 30. Highlighting a record and choosing related options allows you to: Print Change the dates (valid from and to and requested delivery) Change the status Update the reason text Copy Delete Display.
Sales Proposal and Accepted	This view shows quotations in status 40 or 50. Highlighting a record and choosing related options allows you to: Print Create the sales order Change the quotation dates Make a marketing claim Change the status Update the reason text Copy Display.

Search tab

The search tab provides selection criteria to find quotations, the criteria includes:

Enterprise Search on quotations
Customer code
Customer name (using * characters to act as wildcards)
Salesperson
From and to status
From and to entry date
From and to valid to date
Quotation group
Quotation type
Sales manager
Customer order number
Related quotation number.

Open related options available include the following options

Print
Addresses
Create sales order
Work with sales order
Follow up
Change dates
Create new version
Change status
Reason text
Sales tax (if used)
EQM Tax Transaction Details (if used)
Change (depending on the status of the quotation)
Copy (depending on the status of the quotation)
Delete (depending on the status of the quotation)
Display.

Related tab

The related tab provides functionality to relate quotations to each other.

Grouped tab

The grouped tab provides functionality to group together quotations.

Reservation tab

The reservation tab provides functionality around reservation.

Approval tab

The approval tab provides functionality to review and approve quotations. Under the Review list you can set a quotation ready for approval, while in the Approve list you can approve a quotation. Rejecting a quotation is possible both in Review or in Approve.

Status tab

The status tab provides two graphical representations, one showing the number of quotations in a certain status and a second one showing the value of those quotations. The value is sales price in local currency. The views are filtered by salesperson.

Fulfillment tab

The fulfillment tab provides a view of my released quotations and is designed to track the status of the various records associated with a quotation. The screen shows the quotation headers and the quotation lines.

From the quotation header you can:

Create a marketing claim

From the quotation line you can access:

Work requests
Maintenance agreements
Long term rental agreements
Leasing agreements
Rental agreements
Maintenance customer orders.

Deal review tab

The Deal review tab provides a view of the actual outcome of my released quotations. It is possible to compare the quoted sales and cost price with the invoiced price and actual cost.