Configure the quotations list

The fields that are shown in the quotations list are configurable in the M3 BE program 'Customer List MI. Open' (CMS015). The (CMS015) record defined in Sales Hub Properties (List View in Search tab, subsection Quotations) is used.

Lst_SH_Quotes record is delivered as a part of the Infor Sales Hub content package and is used by default, but you can change it.

If you change the record in (CMS015), the change is effective a day later in Infor Sales Hub. That is because of the cache mechanism that is reset every night.

In Sales Hub Properties, you can edit and save the settings on any level. This action also resets the cache.

Note: Existing transactions are overwritten in the monthly maintenance. Because of that, instead of changing the record, we recommend you to create a new record in 'Information Browser Category. Open' (CMS010) and (CMS015), and change the record name in Sales Hub Properties.