Equipment Quotation Detail window
To build up a quotation, you can generally use the quotation detail feature. You can access this feature from different locations within the EQM mashup. For example, on the Dashboard or Search tab, double-click a quotation header. The Equipment Quotation Detail window shows these panels:
- Quotation
- Summary
- Equipment
- Fulfillment
- Deal Review
- Related
- Grouped
In many cases, when you use these panels, the view of information related to the currently selected quotation is restricted.
On these tabs, you can manage the quoted product, trade-ins, and items, that is, the spare parts:
| Tab | Description |
|---|---|
| All | You can view all transactions related to the selected quotation on one page. |
| Product | You can select a product. To display the Line details dialog box, double-click a list line. |
These subtabs that are displayed on the Product tab:
- Configuration
- Warranty
- Service
- Maintenance Agreement
- Financing
- Promotion
- Miscellaneous
On these subtabs, you can view and manage each transaction type within the quotation. You can add and edit records, depending on the quotation status. Each subtab operates in a similar way, except the Configuration tab.