Infor M3 Equipment Quotation Management User Guide

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About this guide
Related documents
Overview
Setup of basic information
Associating basic information with equipment and attributes
Non-item attributes
Quick entry of attributes
Sales and cost prices
Equipment sales prices
Sales and cost prices for related quotation information
Defining batch order parameters
Defining number series
Overall settings for quotations
Defining quotation order types
Quotation permissions
Quotation status update
Sales roles
Salesperson
Defining a sales manager
Defining a sales manager per salesperson
Defining the target margin
Application messages
Warranty, service, and maintenance
Warranty records
Configuring basic information for warranty records
Service records
Configuring basic information for service records
Settings for a one-off service
Maintenance agreement records
Configuring basic information for maintenance agreement records
Financing, promotions, and miscellaneous records
Financing records
Configuring basic information for financing records
Promotion records
Configuring basic information for promotion records
Miscellaneous cost records
Configuring basic information for miscellaneous costs
Miscellaneous records for budgeting
Miscellaneous charges for purchase orders
Miscellaneous records for down payment
Project orders
Charges
EQM mashup and EQM Manager mashup
EQM mashup
My Quotations panel
All Quotations panel
Customer panel
Equipment panel
Equipment Quotation Detail window
Equipment Quotation Detail Line window
EQM Manager mashup
Quotation preparation process
Management of quotations
Creating a quotation
Updating the quotation header
Adding the product to the quotation
Updating the product
Selection or search of products
Equipment Search and Connect feature
Equipment Select and Configure feature
Creating a quotation line using the Select and Configure feature
Creating a quotation using the Select and Configure feature
Equipment Reservation and Allocation
Configuration of products
Configuring the product
Configuring an equipment trade-in
Equipment trade-in details
Configuring items
Addition of warranty, service, and maintenance to the quotation
Adding a warranty to a quotation
Adding services to a quotation
Adding a maintenance agreement to a quotation
Addition of financing, promotions, and miscellaneous cost records to the quotation
Managing financing records
Managing promotion records
Managing miscellaneous cost records
Text flow
Text handling
Additional tasks
Grouping quotations
Relating quotations
Managing addresses
Purchase quotation
Quotation management process
Product price adjustment
Quotation price adjustment
Allocation or deallocation of equipment
Sales tax and VAT
Quotation status
Quotation approval
Copying a quotation to a new version
Printing quotations
Release of a quotation
Effects of releasing a quotation
Deal review
Quotation fulfillment
EQM Product Support
EQM Product Support
Workflow
Customer
Starting the workflow from the customer list
Creating an aftermarket sale of parts
Creating an aftermarket sale of services
Creating an aftermarket sale of warranty
Equipment
Creating an aftermarket sale of parts, service, or warranty for an equipment
Work schedule
Adding material or parts to an existing work order
EQM Product Support Detail panel
Working with the EQM Product Support Detail panel
EQM Rental
M3 EQM Rental panel
Rental agreement
Rental workflow
Integration with other M3 products
M3 Customer LifeCycle Management setup for M3 Equipment Quotation Management
Uploading images to Infor Document Management
Context Viewer in Infor OS Portal and Infor Ming.le
Glossary
customer order
equipment
EQM Manager mashup
EQM mashup
EQM Product Support
EQM Rental
maintenance agreement
maintenance customer order
quotation
work order
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