EQM Manager
The EQM Manager is an application that is designed to provide an overview of the quotation process.
If you are a sale or bid manager, you can complete these tasks in the EQM Manager application:
- Review ongoing quotations and won and lost quotations.
- Approve quotations.
- Perform deal reviews of released quotations.
- Use different panels and tabs.
M3 Business Engine configuration
- M3 Equipment Quotation Management
- 'Sales Manager. Open' (QUS150)
See the Components section for details regarding specific configuration for each component.
Limitations
The application is only applicable for equipment sales quotations created in the M3 Equipment Quotation Management module.
Components
This table shows the specific configuration per component:
| Component | Component details | App short name |
|---|---|---|
| DataGrid |
Component ID: DataGrid_TotalValue Purpose: List all ongoing quotations in status 10-50 connected to the manager opening the application. M3BE data used: 'Quotation. Open' (QUS100) Data services used: Lst_TotalValue |
M3EQMMNG |
| DataGrid |
Component ID: DataGrid_PerSalesperson Purpose: List of salespersons who report to the sales manager. The application filters the list based on the user who opens the application, and sets that user as the default sales manager. M3BE data used: 'Sales Manager per Salesperson' (QUS151) Data services used: Lst_SalespersonByManager |
M3EQMMNG |
| DataGrid |
Component ID: DataGrid_SalesOrder Purpose: List of won quotations released to sales orders. M3BE data used: 'Quotation. Open' (QUS100) Data services used: Lost_CreatedSalesOrder Comment: Activate table QUHEAD for functional search. |
M3EQMMNG |
| DataGrid |
Component ID: DataGrid_LostSales Purpose: List of quotations marked as lost sales. M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_LostSales Comment: Activate table QUHEAD for functional search. |
M3EQMMNG |
| DataGrid |
Component ID: DataGrid_Approval Purpose: You can manage quotations that are in the status 20-'Awaiting approval'. If you are the approver, you can approve or reject a quotation. When you reject a quotation, you can add text, such as the rejection reason. M3BE data used: 'Quotation. Open' (QUS100) Data services used: List_Approval Comment: Activate table QUHEAD for functional search. |
M3EQMMNG |
| DataGrid |
Component ID: DataGrid_DealReview Purpose: You can review orders created for released quotations. M3BE data used: 'Quotation. Follow Up' (QUS300) Data services used: List_DealReview |
M3EQMMNG |
| DataGrid |
Component ID: DataGrid_Fulfillment Purpose: List of quotation lines, and the order status of each line. M3BE data used: 'Quotation. Follow Up' (QUS300) Data services used: List_Fulfillment |
M3EQMMNG |
| DataGrid |
Component ID: DataGrid_SalesAnalysis Purpose: List of quotation lines, and the difference between the sales and cost price on the quotation with the actual invoice values. M3BE data used: 'Quotation. Analyze' (QUS260) Data services used: List_SalesAnalysis |
M3EQMMNG |
| Chart |
Component ID: Chart_InProgress Purpose: Chart overview of all ongoing quotations per salesperson in status 10-50 connected to the manager opening the application. M3BE data used: 'Sales Manager per Salesperson' (QUS151) Data services used: List_SalespersonByManager |
M3EQMMNG |
| Chart |
Component ID: Chart_InProgressValue Purpose: Chart overview of in-progress value per salespersons who are reporting to the sales manager. M3BE data used: 'Sales Manager per Salesperson' (QUS151) Data services used: List_SalespersonByManager |
M3EQMMNG |
| Chart |
Component ID: Chart_SalesOrderValue Purpose: Chart overview of won quotations released to sales orders. M3BE data used: 'Sales Manager per Salesperson' (QUS151) Data services used: List_SalespersonByManager |
M3EQMMNG |
| Chart |
Component ID: Chart_LostSales Purpose: Chart overview of quotations marked as lost sales. M3BE data used: 'Sales Manager per Salesperson' (QUS151) Data services used: List_SalespersonByManager |
M3EQMMNG |
| appHeader |
Component ID: appHeader Purpose: Default quote and version number to display quotation details when the application is opened from EQM Manager app. M3BE data used: 'Quotation. Open' (QUS100) Data services used: Open_Application Comment: Activate table QUHEAD for functional search. |
M3MNGDET |
| Form |
Component ID: Form_Summary Purpose: Display more details about the selected quotation in EQM Manager. M3BE data used: 'Quotation. Open' (QUS100) Data services used: Get_Details |
M3MNGDET |
| Form |
Component ID: Form_Responsible Purpose: Display more details about the selected quotation in EQM Manager. M3BE data used: 'Quotation. Open' (QUS100) Data services used: Get_Details |
M3MNGDET |
| Form |
Component ID: Form_ContactInformation Purpose: Display more details about the selected quotation in EQM Manager. M3BE data used: 'Quotation. Open' (QUS100) Data services used: Get_Details |
M3MNGDET |
| Form |
Component ID: Form_Details Purpose: Display more details about the selected quotation in EQM Manager. M3BE data used: 'Quotation. Open' (QUS100) Data services used: Get_Details |
M3MNGDET |
| Form |
Component ID: Form_DeliveryAddress Purpose: Display more details about the selected quotation in EQM Manager. M3BE data used: 'Quotation. Open' (QUS100) Data services used: |
M3MNGDET |
| DataGrid |
Component ID: DataGrid_Lines Purpose: List connected lines for the selected quotation in EQM Manager. M3BE data used: 'Quotation. Open' (QUS100) Data services used: Lst_QuoteLines |
M3MNGDET |
Links and bookmarks
This table shows the links and bookmarks along with their purposes:
| Link ID | Type | Purpose | App short name |
|---|---|---|---|
| Link_PrintQuote | M3 Automation | Print quotation. | M3EQMMNG |
| Link_Print | M3 Automation | Print quotation. | M3MNGDET |
Dialogs
This table shows the dialog ID and API programs with their purposes:
| Dialog ID | API program | Purpose | App short name |
|---|---|---|---|
| Dialoge_Summary_TotalValue | Application | Open quotation details in a connected application. | M3EQMMNG |
| Dialoge_Summary_Approval | Application | Open quotation details in a connected application. | M3EQMMNG |
| Dialog_Reject | QUS095MI_RejectHead | Reject a quotation. | M3EQMMNG |
Conditional styles
This table shows the conditional styles of the components:
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 10 | Text |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 15 | Text, color, icon |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 20 | Text, color, icon |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 30 | Text, color, icon |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 40 | Text |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 50 | Text, color, icon |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 80 | Text |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 90 | Text |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 95 | Text |
| DataGrid_TotalValue | Condition_RH8NLQ | STAT | STAT = 99 | Text |
| DataGrid_SalesOrder | Condition_FL8WYF | STAT | STAT = 80 | Text |
| DataGrid_LostSales | Condition_TLTPMM | STAT | STAT = 90 | Text |
| DataGrid_DealReview | Condition_RHNTM1 | STAT | STAT = 80 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 0 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 1 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 3 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 4 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 5 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 6 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 7 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 8 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 9 | Text |
| DataGrid_Fulfillment | Condition_X48G74 | SPST | SPST = 10 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 05 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 10 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 20 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 22 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 23 or 33 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 24/34/44 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 26/36/46/66 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 27/37/47/67/77 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 39/49/69/79/99 | Text |
| DataGrid_Fulfillment | Condition_C5V2HT | STQ1 | STQ1 = 90 | Text |
| DataGrid_Fulfillment | Condition_VBBKA7 | STQ2 | STQ2 = 10 | Text |
| DataGrid_Fulfillment | Condition_VBBKA7 | STQ2 | STQ2 = 15 | Text |
| DataGrid_Fulfillment | Condition_VBBKA7 | STQ2 | STQ2 = 20 | Text |
| DataGrid_Fulfillment | Condition_VBBKA7 | STQ2 | STQ2 = 30 | Text |
| DataGrid_Fulfillment | Condition_VBBKA7 | STQ2 | STQ2 = 40 | Text |
| DataGrid_Fulfillment | Condition_VBBKA7 | STQ2 | STQ2 = 55 | Text |
| DataGrid_Fulfillment | Condition_VBBKA7 | STQ2 | STQ2 = 90 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 10 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 20 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 40 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 50 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 60 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 70 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 80 | Text, color, icon |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 85 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 90 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 94 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 95 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 96 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 97 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 98 | Text |
| DataGrid_Fulfillment | Condition_LJUL7X | STQ3 | STQ3 = 99 | Text |
| DataGrid_Fulfillment | Condition_EVC51F | STQ4 | STQ4 = 10 | Text |
| DataGrid_Fulfillment | Condition_EVC51F | STQ4 | STQ4 = 20 | Text |
| DataGrid_Fulfillment | Condition_EVC51F | STQ4 | STQ4 = 30 | Text, color, icon |
| DataGrid_Fulfillment | Condition_EVC51F | STQ4 | STQ4 = 50 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 05/06 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 12 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 11/13/14 | Text, color, icon |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 15 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 20 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 25 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 31/32 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 33/35 | Text, color, icon |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 40 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 45 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 50 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 51/60/64/65 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 70/75 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 80/85 | Text |
| DataGrid_Fulfillment | Condition_V07BK6 | PUOS | PUOS = 99 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 00 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 05 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 10 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 15 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 16 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 20 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 30 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 35 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 40 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 45 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 50 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 60 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 70 | Text |
| DataGrid_Fulfillment | Condition_AT0MOH | STQ5 | STQ5 = 90 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 10 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 20 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 30 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 40 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 45 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 50 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 51 | Text, color, icon |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 55 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 56 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 60 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 70 | Text |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 80 | Text, color, icon |
| DataGrid_Fulfillment | Condition_G7C3L6 | SCTS | SCTS = 99 | Text |
| DataGrid_Fulfillment | Condition_YMUKP3 | STQ6 | STQ6 = 05 | Text |
| DataGrid_Fulfillment | Condition_YMUKP3 | STQ6 | STQ6 = 10 | Text |
| DataGrid_Fulfillment | Condition_YMUKP3 | STQ6 | STQ6 = 10 | Text |
| DataGrid_Fulfillment | Condition_YMUKP3 | STQ6 | STQ6 = 20 | Text |
| DataGrid_Fulfillment | Condition_YMUKP3 | STQ6 | STQ6 = 90 | Text, color, icon |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 05 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 10 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 12 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 13 | Text, color, icon |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 20 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 25 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 40 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 50 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 80 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 89 | Text, color, icon |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 90 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 96 | Text |
| DataGrid_Fulfillment | Condition_PE3KP6 | STQ7 | STQ7 = 99 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 0 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 1 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 3 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 4 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 5 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 6 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 7 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 8 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 9 | Text |
| DataGrid_SalesAnalysis | Condition_PF05RS | SPST | SPST = 10 | Text |