As a developer you want to configure the Quoting module , that will be used by sales representatives (end users) when creating new sales quotes.
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Product master – A quote is calculated for specific products.
Customer master – A quote is calculated for a specified customer.
Price list, price company parameters, pricing extensions – The source of data for the price calculation.
Optionally, you can prepare code for a chart in Analytics.
What
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Can Be Configured
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How to
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Proceed with
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Configuration
Common
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Items to
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Do
Decide , if you will have only one , or more types of Quotes.
If you have only one, you will use the default Quote Type.
if If you plan to have more, create a new Quote Type now, and give it a name.
Create a calculation logic of genericof generic/default nature , to be used for quote items. Such logic will create input fields for the items, read data (from price lists, product extensions and/or price company parameters) and calculate results. Configure/link the quote item logic in your quote type.
Create a calculation logic of Quote Header nature. Such logic can perform operations on the whole quote and its items, e.g. add or remove items, create input fields on header and items, calculate results for header or items. Configure/link the quote header logic in your quote type.
Verify the functionality also in the user interface - make – create a new quote of your a given type , and ensure all inputs and outputs are presented and calculated correctly.
Create a workflow logic with nature default. Such logic will verify if the quote needs any approvals, and build approval workflow steps.
Verify if the workflow steps are built correctly based on values you provided on in a quote.
Limit
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Access to Quote List
You can restrict access in several ways:
show Show only quotes created by currently logged user. This setting is under in Quoting General Settings.
show Show only quotes for specific customers allowed for a user via his defined in a user’s "Customer Filter" user setting. This setting is under in Quoting General Settings.
allow 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 the system based on groups assigned to a user and groups set in the quote's fields.
show 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 this logic builds build the filter to be used to filter for filtering the list of quotes.
Limit
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Selection of
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Products and
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Customers
create Create a calculation logic of nature quoteProductFilter. Such logic will limit the list of products available to user users when they add a new item to the quote.
create Create a calculation logic of nature customerInputFilter. Such logic will limit the list of customers available to the user users when they select a customer of the quote. Also, modify your quote header logic, so that it sets this filter logic on the customer input field.
Workflows
if If you need a special action each time , when an approver approves or /denies a certain step in an approval workflow, then create a workflow "post step" logic of nature wfStepLogic.
if If you have a complicated complex quote , where more people need to cooperate on entering information to the quote, then set up a creation workflow logic , which will build the creation workflow steps.
Publish/Export
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Quote to PDF
if If you need to set up an quote export of quote to PDF, then:
create Create a DOCX template with replacement marks.
create Create a template preprocessing logic , which will convert the quote data of the quote into a shape format suitable for the DOCX template.
create Create a new Publishing publishing template, upload the DOCX template and link the preprocessing logic.
For details see Publishing Templates.