Setup of basic information
This chapter explains the basic information that you must define before working with the quotation processes. Quotation processes are typically implemented by an administrator who defines rules. When creating quotations, the sales executive uses these rules.
Roles in M3 Equipment Quotation Management
To be able to run M3 Equipment Quotation Management, users must be set up with one of these roles:
- EQM-User
- EQM-Administrator
Users who have the EQM-Administrator role can access the EQM Administration page from in Infor OS Portal or Infor Ming.le.
The administration of M3 Equipment Quotation Management is handled automatically through post provisioning. The EQM Administration page is used to monitor post provisioning.