Quotation permissions

To manage user permissions in 'Settings - Quotation Permissions' (QUS155), you can perform these tasks:

  • Define whether the cost and the cost margin are displayed or changeable for the user in all M3 Equipment Quotation Management functions
  • Control the line types that the user is allowed to add
  • Control whether a user is allowed to directly create an order from a quotation, without any approval step

You can authorize the user to use these options:

  • Product (sales lines)
  • Items (spare parts)
  • Warranty (extended)
  • Configuration service
  • Commissioning service
  • Maintenance agreement
  • Financing
  • Promotion
  • Miscellaneous costs
  • Trade-in