My Quotations panel

In the EQM mashup, select My Quotations in the menu on the left side. In this panel, you can access several tabs.

Dashboard tab

On this tab, you can track quotations in different views. To display the details of a quotation, double-click a quotation in a view. The Equipment Quotation Detail window shows the quotation details. In this window, you can display further information, including details of the products and individual quotation lines. You typically manage quotations in the Equipment Quotation Detail window.

Each view shows a list of quotations with specific statuses. This table shows the available views:

View Quotation status Available options
In Progress and Rejected 10, 15

Print

Addresses

Create new version

Change status

Reason text

Display

Change

Copy

Delete
Waiting for Approval 20

Print

Addresses

Create new version

Change status

Reason text

Change

Copy

Delete
Display Approved 30

Print

Change dates, to change the validity date and the requested delivery date

Change status

Reason text

Display

Copy

Delete
Sales Proposal and Accepted 40, 50

Print

Create order, to create a sales order

Change dates, to change the quotation dates

Creation of a marketing claim

Change status

Reason text

Display

Copy

Search tab

On this tab, you can search for quotations using selection criteria, of which these criteria:

  • Search on quotations
  • Customer code
  • Customer name, using the wildcard (*) character
  • Salesperson
  • 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:

  • Print
  • Addresses
  • Create order, to create a sales order
  • Customer order, to work with a sales order
  • Change dates
  • Create new version
  • Change status
  • Reason text
  • Calculate Sales Tax, if this option is used
  • Display Sales Tax, if this option is used
  • Display
  • Change, depending on the quotation status
  • Copy, depending on the quotation status
  • Delete, depending on the quotation status

Related tab

On this tab, you can relate quotations to other quotations.

Grouped tab

On this tab, you can group quotations.

Reservation tab

On this tab, you can perform actions related to reservation.

Approval tab

On this tab, you can review and approve quotations. This table shows the lists from which you can complete tasks:

List Task
Review You can set a quotation as ready for approval, or reject it.
Approve You can approve or reject a quotation.

Status tab

On this tab, you can view two graphical representations. One representation shows the number of quotations in a certain status. The other representation shows the value of these quotations. The value is the sales price in the local currency. The views are filtered by salesperson.

Fulfillment tab

On this tab, you can view your released quotations. You can track the status of the various records associated with a quotation. The quotation headers and the 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.