All Quotations panel
In the EQM mashup, select in the menu on the left side. In this panel, you can access several tabs.
Search tab
On this tab, you can search for quotations using selection criteria. For example, you can specify these selection criteria:
- Search on quotations
- Customer code
- Customer name, using the wildcard (*) character
- Salesperson, left blank here during search
- Range of status codes
- Range of entry dates
- Range of validity dates
- Quotation group
- Quotation type
- Sales manager
- Customer order number
- Related quotation number
You can use these options:
- , to create a sales order
- , to work with a sales order
- Creation of a marketing claim
- , depending on the quotation status
- , depending on the quotation status
- , depending on the quotation status
Related tab
On this tab, three views are available. You can create quotation relation groups, manage quotations connected to each relation group, and view a full list of quotations. This table shows the available views:
| View | Description |
|---|---|
| Relations | This view shows the list of all quotation relation groups. You can create, display, change, copy, or delete a quotation relation group. |
| Related Quotations | This view shows the list of quotations linked to a particular relation group. You can create a quotation version, change the status of a quotation, or remove a quotation from a relation group. |
| Quotations | This view shows the list of all quotations. You can link quotations to groups. You can display a quotation, add a quotation to a relation group, and depending on the quotation status, change, copy, or delete a quotation. |
Grouped tab
From this tab, you can create quotation groups, manage quotations connected to each group, and view a full list of quotations. This table shows the available views:
| View | Description |
|---|---|
| Groups | This view shows the list of all quotation groups. You can create, display, change, copy, or delete a group. |
| Connected Quotations | This view shows the list of quotations that are linked to a particular group. You can create a quotation version, change the status of a quotation, or remove a quotation from a group. |
| Quotations | This view provides a list of all quotations. You can link quotations to groups. You can display a quotation, add a quotation to a group, and, depending on the quotation status, change, copy, or delete a quotation. |
Fulfillment tab
On this tab, you can view your released quotations. You can track the status of the various records associated with a quotation. Quotation headers and quotation lines are displayed.
From the quotation header, you can create a marketing claim.
From the quotation line, you can access this information:
- Work requests
- Maintenance agreements
- Long term rental agreements
- Leasing agreements
- Rental agreements
- Maintenance customer orders
Deal review tab
On this tab, you can view the actual outcome of your released quotations. You can compare the quoted sales price and the cost price with the invoiced price and the actual cost.