Quotations list

The Quotations tab displays all quotations for a specific customer and can be used to convert a quotation, or parts of a quotation, to a new order. The list is configurable.

Click + on a specific record in the list to show the order lines included in a specific quotation. Use the check boxes to control which order lines to include when converting the quotation to an order.

Click the Reject icon on line level to reject a quotation. Submit the confirmation dialog box to update the quotation status in M3 BE to 'Rejected'.

Click NEW ORDER on a line to open the New Order Details dialog box. If the quotation is valid, the prices are kept and marked as manually priced. If the valid to date for the quotation has expired, the order is repriced.

These additional fields from the quotation are populated when quotation is converted to order in Sales Hub:

  • Delivery Method
  • Delivery Terms
  • Your Reference
  • Customer's Order Number
  • Delivery Address ID
  • Comment/Text on header level
  • Comment/Text on line level

These fields in New Order Details are populated with the values from the quotation that overrule the usual logic for these fields:

  • Delivery Method
  • Delivery Terms
  • Your Reference
  • Customer's Order Number
  • Delivery Address ID

A message is displayed, before opening theNew Order Details dialog box for the latter scenario, informing the user that the items will be repriced.

When the order is created, the selected items are added to it. After a new order is started from a quotation, the quotation is set to status complete and is not displayed in the Quotations tab anymore.

A hyperlink is available in Customer order number column in the search result list if Properties > Exits > Complete setting in Infor M3 is enabled. The hyperlink takes the user to 'Customer Order. Open Toolbox'(OIS300), positioned on the order number.

Use these radio buttons to switch between the views:

  • Active - all open quotations (status = Definite)
  • Other - quotations in all other statuses

The search result list for Other is only for displaying quotations and you cannot start a new order or reject a quotation from this view.