Text handling

Text from the template records flows through when the records are linked to the quotation.

This table shows the text flow in M3 Equipment Quotation Management, from the template to the quotation and to the release quotation, when applicable:

Text Template Quotation Released quotation
Quotation Product Sales line in 'Customer Order. Open Line' (OIS101)
Items Items in 'Quotation. Open Lines' (QUS101)
Trade-in Service in 'Service. Open' (MOS300) Trade-in in 'Quotation. Open Trade-in' (QUS110)
Warranty Warranty in 'Quotation. Add Warranty' (QUS113) Warranty in 'Quotation. Open Warranty' (QUS103)
Service Service in 'Quotation. Add Services' (QUS114) Service in 'Quotation. Open Services' (QUS104) Work request in 'Work Request. Open' (MOS170)
Maintenance agreement Maintenance agreement in 'Quotation. Add Maintenance Agreement' (QUS115) Maintenance agreement in 'Quotation. Open Maintenance Agreement' (QUS105)
Financing Financing in 'Quotation. Add Financing' (QUS116) Financing in 'Quotation. Open Financing' (QUS106)
Promotion Promotion in 'Quotation. Add Promotion' (QUS117) Promotion in 'Quotation. Open Promotion' (QUS107)
Miscellaneous Miscellaneous in 'Quotation. Add Miscellaneous Costs' (QUS118) Miscellaneous in 'Quotation. Open Miscellaneous Costs' (QUS108)

Sales order in 'Customer Order. Open Line' (OIS101)

Order change in 'Customer Order. Connect Charges' (OIS103)