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) |