Setup of basic information
You must define the basic information before working with the quotation processes. Quotation processes are typically implemented by an administrator who defines rules. When creating quotations, the sales executive uses these rules.
Roles in M3 Equipment Quotation Management
Users must be set up with one of these roles:
- EQM-User
- EQM-Administrator
Users who have the EQM-Administrator role can access the EQM Administration page from in Infor OS.
The administration of M3 Equipment Quotation Management is handled automatically through post provisioning. The EQM Administration page is used to monitor post provisioning.