Equipment Quotation Detail level

It is likely that the quotation will be built up from the quotation detail function. This can be accessed from many places within the EQM mashup such as from the Dashboard or Search tabs by double-clicking on a quotation header. A number of buttons exist from the equipment quotation detail and these will, in many cases, restrict the view of data to the quotation that you are currently working with. These buttons are:

• Quotation;

• Summary;

• Equipment;

• Print studio (only available if Infor Document Management is installed);

• Fulfillment;

• Deal Review;

• Related;

• Grouped;

The equipment quotation detail panel has a number of tabs to manage the quoted product, the trade in's and the items (spare parts). The 'All' tab displays all quotation transactions in one screen. In the Product tab, you can select a product and this will activate the lower tabs where you can see and manage each transaction type within the quotation. By double clicking a list line in Product tab, the line details dialog will open.

The lower tabs are:

• Configuration;

• Warranty;

• Service;

• Maintenance Agreement;

• Financing;

• Promotion;

• Miscellaneous.

Each tab operates in a similar way (except the Configuration tab) and offer the ability to add and edit records (depending on the status of the quotation).