Overall settings for quotations

In 'Settings - Quotations' (CRS732), you can control the overall settings used within M3 Equipment Quotation Management.

To manage an estimated price in a configuration, before the customer is selected, use the Price list table field.

The Include alias check box indicates if alias number is visible in Item tab in the configurator.

The Disable images check box indicates if images connected to attribute values is disabled in the configurator. Since images and documents connected to attribute values can be displayed with 'Context viewer' in Infor OS Portal or Infor Ming.le, we recommended that you always select this check box.

The Quick configuration check box controls if an alternative method is used when the attribute-based configuration in the configurator is created. The alternative method improves the performance when using large attribute models in EQM. We recommend that you always select this check box.

The Hide indicators check box indicates if the attachment and ship less indicators are hidden in the configurator.

The Extended trade-in check box is used to specify if an extended method is applied for registering a trade-in using 'Quotation. Open Trade-in' (QUS110). This option enables the usage of panel F ('Details') and G ('Financials' and 'User-Defined Fields') and discards panel E.

The Not selectable check box indicates if invalid attribute values are displayed, but not selectable in the configurator.

The Update purchase order price check box indicates if cost prices set on a purchase quotation are used to update the prices on the corresponding purchase order. If the check box is cleared, the price on the corresponding purchase order is calculated according to the M3 standard.

The Delete service check box indicates if the configuration service for an EQM quotation is automatically deleted if no related services exist. If the field is selected, the configuration service is automatically deleted when the status of the EQM quotation reaches '50-Accepted' if no related services exist. We recommend that you select the check box according to whether you have configuration services with or without content in 'Product. Connect Materials/Operations' (PDS002). If there are configuration services with content exceeding one operation defined in (PDS002), we recommend that you unselect the Delete service.

Parameters Condition table and Specif table are used as default setting for the attribute model ID in 'Quotation. Open' (QUS100/F).