EQM - Equipment Quotation Management
EQM - Equipment Quotation Management is an Experience Designer application that serves as the primary working space for sales executives. When you create a quotation using the EQM - Equipment Quotation Management application, the quotation category is set to 0-'Equipment quotation'. This application only shows quotations with this category.
You can use different panels and tabs in the application to manage the quotation process from creation to release, including post-release, follow-up inquiries.
M3 Business Engine configuration
- M3 Equipment Quotation Management
- Custom lists M3_LIST_CCUCRL and M3_LIST_OCUSMA
- Function search activated for table QULINE
See the Components section for details regarding specific configuration for each component.
Application authorization
To run the M3 Equipment Quotation Management, users must have the EQM-User or EQM-Administrator role.
Users with the EQM-Administrator role can access the EQM Administration page from the in Infor OS.
The administration of M3 Equipment Quotation Management is handled automatically through post provisioning. The EQM Administration page is used to monitor post provisioning.
Limitations
The application applies only to equipment sales quotations created in the M3 Equipment Quotation Management module.
To run the EQM Configurator, which is an additional grid application called from this application, the SKU for EQM is required.
Components
This table shows the specific configuration per component:
| Component | Component details | App short name |
|---|---|---|
| Chart |
Component ID: Chart_QuotesByStatus Purpose: Shows the number of quotations per status M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_AllQuotations |
M3EQM |
| Chart |
Component ID: Chart_QuotesByCustomer Purpose: Shows the number of quotations per customer M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_AllQuotations |
M3EQM |
| Chart |
Component ID: Chart_ValuePerCustomer Purpose: Shows the quotation value per customer M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_AllQuotations |
M3EQM |
| DataGrid |
Component ID: DataGrid_InProgressAndRejected Purpose: Lists users quotations in status 10 and 15. SMCD:{userContext.USID} M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_InProgressAndRejected |
M3EQM |
| DataGrid |
Component ID: DataGrid_Approval Purpose: Lists users quotations in status 20. SMCD:{userContext.USID} M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_Approval |
M3EQM |
| DataGrid |
Component ID: DataGrid_Approved Purpose: Lists users quotations in status 30. SMCD:{userContext.USID} M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_Approved |
M3EQM |
| DataGrid |
Component ID: DataGrid_Accepted Purpose: Lists users quotations in status 50. SMCD:{userContext.USID} M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_Accepted, Create_Order_Accepted |
M3EQM |
| DataGrid |
Component ID: DataGrid_Fulfillment Purpose: Lists users quotations in status 80. SMCD:{userContext.USID} M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_Fulfilled |
M3EQM |
| DataGrid |
Component ID: DataGrid_FulfillmentLines Purpose: Lists lines connected to the selected quotation in DataGrid_Fulfillment M3BE data used: 'Quotation. Follow Up' (QUS300) Data services used: List_FulfillmentLines |
M3EQM |
| DataGrid |
Component ID: DataGrid_DealReview Purpose: Lists users quotations in status 80. SMCD:{userContext.USID} M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_DealReview |
M3EQM |
| DataGrid |
Component ID: DataGrid_DealReviewLines Purpose: Lists lines connected to the selected quotation in DataGrid_DealReview M3BE data used: 'Quotation. Analyze' (QUS260) Data services used: List_DealReviewLines |
M3EQM |
| DataGrid |
Component ID: DataGrid_SAC Purpose: Lists the equipment defined in the search selection M3BE data used: 'Equipment. Search and Connect' (QUS200) Data services used: List_SearchAndConnect |
M3EQM |
| DataGrid |
Component ID: DataGrid_Attributes Purpose: Lists attributes for selected equipment in DataGrid_SAC M3BE data used: 'Attribute Value. Connect to' (ATS101) Data services used: List_Attributes |
M3EQM |
| Form |
Component ID: Form_Equipment Purpose: Shows information about the selected equipment in DataGrid_SAC M3BE data used: 'Equipment/Serialized Item. Open' (MMS240) Data services used: Get_EquipmentInformation |
M3EQM |
| DataGrid |
Component ID: DataGrid_EquipmentPrice Purpose: Lists prices connected to the selected serial number in DataGrid_SAC M3BE data used: 'Serial Number Based Pricing. Open' (QUS250) Data services used: Get_EquipmentPrice |
M3EQM |
| DataGrid |
Component ID: DataGrid_EquipmentMeters Purpose: Lists meter readings connected to the selected serial number in DataGrid_SAC M3BE data used: 'Equipment/Ser Item. Open Meter Reading' (MMS241) Data services used: List_EquipmentMeters |
M3EQM |
| DataGrid |
Component ID: DataGrid_CustomerSearch Purpose: List of all customers M3BE data used: 'Customer. Open' (CRS610) Data services used: List_Customer |
M3EQM |
| Form |
Component ID: Form_BasicInformation Purpose: Shows information about the selected customer in DataGrid_CustomerSearch M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_BasicInformation |
M3EQM |
| DataGrid |
Component ID: DataGrid_Locations Purpose: Lists addresses connected to the selected customer in DataGrid_CustomerSearch M3BE data used: 'Customer. Connect Addresses' (OIS002) Data services used: List_Addresses |
M3EQM |
| Form |
Component ID: Form_Address Purpose: Shows address details from the selected customer location in DataGrid_Locations M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_Address |
M3EQM |
| Form |
Component ID: Form_CustomerDetails Purpose: Shows information about the selected customer in DataGrid_CustomerSearch M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_CustomerDetails |
M3EQM |
| Form |
Component ID: Form_FinancialInformation Purpose: Shows information about the selected customer in DataGrid_CustomerSearch M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_FinancialData |
M3EQM |
| DataGrid |
Component ID: DataGrid_Invoices Purpose: Lists invoices for the selected customer in DataGrid_CustomerSearch M3BE data used: 'Acc Receivable. Display' (ARS200) Data services used: List_Invoices |
M3EQM |
| DataGrid |
Component ID: DataGrid_TextID Purpose: Lists text blocks connected to the selected customer in DataGrid_CustomerSearch M3BE data used: 'Text blocks interface' (CRS980) Data services used: List_TextID |
M3EQM |
| DataGrid |
Component ID: DataGrid_TextLines Purpose: Lists text lines for the selected text block in DataGrid_TextID M3BE data used: 'Text blocks interface' (CRS980) Data services used: Get_TextLines |
M3EQM |
| DataGrid |
Component ID: DataGrid_Customer_Quotes Purpose: Lists quotations connected to the selected customer in DataGrid_CustomerSearch M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_Quotations |
M3EQM |
| DataGrid |
Component ID: DataGrid_RelatedGroup Purpose: List of related quotation groups M3BE data used: 'Related Quotation. Open' (QUS120) Data services used: List_RelatedGroup, Delete_RelatedGroup |
M3EQM |
| DataGrid |
Component ID: DataGrid_Connected_Related Purpose: Lists quotation connected to the selected group in DataGrid_RelatedGroup M3BE data used: 'Related Quotation. Open' (QUS120) Data services used: List_Connected, Disconnect_Relation |
M3EQM |
| DataGrid |
Component ID: DataGrid_Quotations_Related Purpose: Lists all quotations in status 10-20 M3BE data used: 'Quotations. Open' (QUS100) Data services used: List_Quotations_RelatedTab, Connect_Relation |
M3EQM |
| DataGrid |
Component ID: DataGrid_Grouped Purpose: List of quotation groups M3BE data used: 'Quotation Group. Open' (QUS121) Data services used: List_Grouped, Delete_QuotationGroup |
M3EQM |
| DataGrid |
Component ID: DataGrid_Quotations_Grouped Purpose: Lists all quotations in status 10-20 M3BE data used: 'Quotations. Open' (QUS100) Data services used: List_Quotations_Grouped, Connect_Group |
M3EQM |
| DataGrid |
Component ID: DataGrid_Connected_Grouped Purpose: Lists quotation connected to the selected group in DataGrid_Grouped M3BE data used: 'Quotation Group. Open' (QUS121) Data services used: List_ConnectedGroup, Disconnect_Group |
M3EQM |
| DataGrid |
Component ID: DataGrid_AllQuotations Purpose: Lists all quotations for all salespersons M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_AllQuotations |
M3EQM |
| DataGrid |
Component ID: DataGrid_Fulfillment_AllQuotations Purpose: Lists all quotations in status 80 M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_Fulfilled_AllQuotations |
M3EQM |
| DataGrid |
Component ID: DataGrid_DealReview_AllQuotations Purpose: Lists all quotations in status 80 M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_DealReview_AllQuotations |
M3EQM |
| DataGrid |
Component ID: DataGrid_FulfillmentLines_AllQuotations Purpose: Lists fulfilled lines for the selected quotation in DataGrid_Fulfillment_AllQuotations M3BE data used: 'Quotation. Follow Up' (QUS300) Data services used: List_FulfillmentLines_AllQuotations |
M3EQM |
| DataGrid |
Component ID: DataGrid_DealReviewLines_AllQuotations Purpose: Lists lines for the selected quotation in DataGrid_DealReview_AllQuotations M3BE data used: 'Quotation. Analyze' (QUS260) Data services used: List_DealReviewLines_AllQuotations |
M3EQM |
Links and bookmarks
This table shows the available links and bookmarks in the application:
| Link ID | Type | Purpose | App short name |
|---|---|---|---|
| Link_Print_InProg | M3 Automation | Print quotation | M3EQM |
| Link_Print_Approval | M3 Automation | Print quotation | M3EQM |
| Link_Print_Approved | M3 Automation | Print quotation | M3EQM |
| Link_Print_Accepted | M3 Automation | Print quotation | M3EQM |
| Link_Text_InProg | M3 Bookmark | Open text block | M3EQM |
| Link_Text_Approved | M3 Bookmark | Open text block | M3EQM |
| Link_UpdText_Customer | M3 Bookmark | Open text block | M3EQM |
| Link_Text_AllQuotations | M3 Bookmark | Open text block | M3EQM |
| Link_Print_AllQuotations | M3 Automation | Print quotation | M3EQM |
| Link_Cpy_Customer | M3 Automation | Open (CRS610/C) | M3EQM |
| Link_Upd_Customer | M3 Automation | Open (CRS610) with option 2='Change' | M3EQM |
| Link_Dsp_Customer | M3 Automation | Open (CRS610/E) with option 3='Display' | M3EQM |
| Link_Add_Location | M3 Automation | Open (OIS002) for selected customer | M3EQM |
| Link_Upd_Location | M3 Automation | Open (OIS002) with option 2='Change' | M3EQM |
| Link_Dsp_Location | M3 Automation | Open (OIS002) with option 3='Display' | M3EQM |
| Link_Cpy_Location | M3 Automation | Open (OIS002/C) | M3EQM |
| Link_Address_InProg | M3 Automation | Open (QUS112/H) Address per quotation | M3EQM |
| Link_Address_Approval | M3 Automation | Open (QUS112/H) Address per quotation | M3EQM |
| Link_Address_Approved | M3 Automation | Open (QUS112/H) Address per quotation | M3EQM |
| Link_Address_Accepted | M3 Automation | Open (QUS112/H) Address per quotation | M3EQM |
Dialogs
This table shows the dialogs that you can use in the EQM - Equipment Quotation Management application:
| Dialog ID | Type | API program or link | Purpose | App short name |
|---|---|---|---|---|
| SimpleDialog_AddQuote_InProg | Form | QUS100MI_AddQuote | Create quotation | M3EQM |
| SimpleDialog_DltQuote_InProg | Form | QUS100MI_DltQuoteHead | Delete quotation | M3EQM |
| SimpleDialog_UpdQuote_InProg | Form | QUS100MI_UpdQuoteHead | Update quotation | M3EQM |
| SimpleDialog_UpdStatus_InProg | Form | QUS095MI_ChangeQuoteSts | Change quotation status | M3EQM |
| SimpleDialog_UpdQuote_Approval | Form | QUS100MI_UpdQuoteHead | Update quotation | M3EQM |
| SimpleDialog_DltQuote_Approval | Form | QUS100MI_DltQuoteHead | Delete quotation | M3EQM |
| SimpleDialog_DltQuote_Approved | Form | QUS100MI_DltQuoteHead | Delete quotation | M3EQM |
| SimpleDialog_UpdStatus_Approved | Form | QUS095MI_ChangeQuoteSts | Change quotation status | M3EQM |
| SimpleDialog_UpdQuote_Accepted | Form | QUS100MI_UpdQuoteHead | Update quotation | M3EQM |
| SimpleDialog_UpdStatus_Accepted | Form | QUS095MI_ChangeQuoteSts | Change quotation status | M3EQM |
| SimpleDialog_AddQuote_SearchAndConnect | Form | QUS100MI_AddQuote | Create quotation | M3EQM |
| SimpleDialog_AddCustomer | Form | CRS610MI_Add | Create customer | M3EQM |
| SimpleDialog_DltCustomer | Form | CRS610MI_Delete | Delete customer | M3EQM |
| SimpleDialog_AddQuote_Customer | Form | QUS100MI_AddQuote | Create quotation | M3EQM |
| SimpleDialog_DltAddress | Form | CRS610MI_DeleteAddress | Delete location | M3EQM |
| SimpleDialog_AddRelationGroup | Form | QUS120MI_Add | Add group | M3EQM |
| SimpleDialog_AddQuoteGroup | Form | QUS121MI_Add | Add group | M3EQM |
| SimpleDialog_AddQuote_AllQuotations | Form | QUS100MI_AddQuote | Add quotation | M3EQM |
| SimpleDialog_UpdQuote_AllQuotations | Form | QUS100MI_UpdQuoteHead | Update quotation | M3EQM |
| SimpleDialog_DltQuote_AllQuotations | Form | QUS100MI_DltQuoteHead | Delete quotation | M3EQM |
| SimpleDialog_UpdStatus_AllQuotations | Form | QUS095MI_ChangeQuoteSts | Change quotation status | M3EQM |
| Dialog_Details_InProg | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_Details_Approval | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_Details_Approved | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_Details_Accepted | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_Details_Fulfillment | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_Details_DealReview | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_Details_Search_AllQuotations | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_Details_Fulfillment_AllQuotations | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_Details_DealReview_AllQuotations | Application | mp://M3EQMDETL?title=EQM Details Template | Show and manage quotation lines | M3EQM |
| Dialog_SelectAndConfigure_AllQuotations | Application | grid://EQM-client/#/select/315 | Open grid application EQM Configurator | M3EQM |
| Dialog_SelectAndConfigure | Application | grid://EQM-client/#/select/315 | Open grid application EQM Configurator | M3EQM |
| Dialog_UpdRelatedGroup | Form | QUS120MI_Upd | Update related group | M3EQM |
| Dialog_UpdGrouped | Form | QUS121MI_Upd | Update group | M3EQM |
Conditional styles
This table shows the styling conditions applied to each component in the EQM - Equipment Quotation Management application:
| Component | Condition name | Target field | Condition | Styling | App short name |
|---|---|---|---|---|---|
| DataGrid_InProgressAndRejected | Condition_R97E05 | STAT | = 10 | Text | M3EQM |
| DataGrid_InProgressAndRejected | Condition_R97E05 | STAT | = 15 | Text, color, and icon | M3EQM |
| DataGrid_Approval | Condition_AJIIHE | STAT | = 20 | Text, color, and icon | M3EQM |
| DataGrid_Approved | Condition_FQ1X4F | STAT | = 30 | Text, color, and icon | M3EQM |
| DataGrid_Accepted | Condition_CV8F4P | STAT | = 50 | Text, color, and icon | M3EQM |
| DataGrid_Fulfillment | Condition_VO26Q5 | STAT | = 80 | Text | M3EQM |
| DataGrid_DealReview | Condition_UAYVE5 | STAT | = 80 | Text | M3EQM |
| DataGrid_CustomerSearch | Condition_JT3XL8 | OKSTAT | = 12 | Color and icon | M3EQM |
| DataGrid_CustomerSearch | Condition_JT3XL8 | OKSTAT | = 20 | Color | M3EQM |
| DataGrid_CustomerSearch | Condition_TENBTD | OKSTAT | = 90 | Color and icon | M3EQM |
| DataGrid_CustomerSearch | Condition_FSMWTC | OKBLCD | = 0 | Color | M3EQM |
| DataGrid_CustomerSearch | Condition_FSMWTC | OKBLCD | = 1/2/3 | Color | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 10 | Text | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 15 | Text, color, and icon | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 20 | Text, color, and icon | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 30 | Text, color, and icon | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 40 | Text | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 50 | Text, color, and icon | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 80 | Text | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 90 | Text | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 95 | Text | M3EQM |
| DataGrid_Customer_Quotes | Condition_IGYMFT | STAT | = 99 | Text | M3EQM |
| DataGrid_RelatedGroup | Condition_S7C456 | STAT | = 10 | Text | M3EQM |
| DataGrid_RelatedGroup | Condition_S7C456 | STAT | = 20 | Text and color | M3EQM |
| DataGrid_RelatedGroup | Condition_S7C456 | STAT | = 90 | Text | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 10 | Text | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 15 | Text, color, and icon | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 20 | Text, color, and icon | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 30 | Text, color, and icon | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 40 | Text | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 50 | Text, color, and icon | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 80 | Text | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 90 | Text | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 95 | Text | M3EQM |
| DataGrid_Quotations_Related | Condition_N8TD9I | STAT | = 99 | Text | M3EQM |
| DataGrid_Grouped | Condition_SRL60U | STAT | = 10 | Text | M3EQM |
| DataGrid_Grouped | Condition_SRL60U | STAT | = 20 | Text and color | M3EQM |
| DataGrid_Grouped | Condition_SRL60U | STAT | = 90 | Text | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 10 | Text | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 15 | Text, color, and icon | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 20 | Text, color, and icon | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 30 | Text, color, and icon | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 40 | Text | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 50 | Text, color, and icon | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 80 | Text | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 90 | Text | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 95 | Text | M3EQM |
| DataGrid_AllQuotations | Condition_Q4RWOX | STAT | = 99 | Text | M3EQM |
| DataGrid_Fulfillment_AllQuotations | Condition_M72J8Y | STAT | = 80 | Text | M3EQM |
| DataGrid_DealReview_AllQuotations | Condition_AXOJXT | STAT | = 80 | Text | M3EQM |
| DataGrid_QuoteLine | Condition_YDD9QB | SPTP | = 0 | Text | M3EQM |
| DataGrid_Item | Condition_AF9JNJ | SPTP | = 1 | Text | M3EQM |
| DataGrid_TradeIn | Condition_NUE2CP | SPTP | = 10 | Text | M3EQM |