As a developer you want to configure a Quote Configurator the Quoting module, that will be used by sales representatives (end users) when creating new sales quotes.
Pre-requisites
Product master – A quote is calculated for specific products.
Customer master – A quote is calculated for a specified customer.
Price list, price parameters, pricing extensions – The source of data for the price calculation.
Optionally, you can prepare code for a chart in PriceAnalyzerAnalytics.
What can be configured
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show only quotes created by currently logged user. This setting is under Quote Configurator Quoting General Settings.
show only quotes for customers allowed for a user via his "Customer Filter" user setting. This setting is under Quote Configurator Quoting General Settings.
allow user to view a detail or edit a quote based on groups set in the fields User Group View and User Group Edit on each quote document. This is driven automatically by system based on groups assigned to a user and groups set in the quote's fields.
show only quotes based on a filter created by a logic. Here you have to create a calculation logic with nature quoteEntitlementFilter and in such logic builds the filter to be used to filter the list of quotes.
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