As a developer you want to configure 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, company parameters, pricing extensions – The source of data for the price calculation.

• Optionally, you can prepare code for a chart in Analytics.

What Can Be Configured

How to Proceed with Configuration

Common Items to Do

1. Decide if you will have one or more types of Quotes.

   1. If you have only one, you will use the default Quote Type.

   2. If you plan to have more, create a new Quote Type now, and give it a name.

2. Create a calculation logic of 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 company parameters) and calculate results. Configure/link the quote item logic in your quote type.

3. 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.

4. Verify the functionality also in the user interface – create a new quote of a given type and ensure all inputs and outputs are presented and calculated correctly.

5. Create a workflow logic with nature default. Such logic will verify if the quote needs any approvals, and build approval workflow steps.

6. Verify if the workflow steps are built correctly based on values you provided in a quote.

Limit Access to Quote List

You can restrict access in several ways:

• Show only quotes created by currently logged user. This setting is in Quoting General Settings.

• Show only quotes for specific customers defined in a user’s "Customer Filter" setting. This setting is in 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. This is driven automatically by the 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 this logic build the filter for filtering the list of quotes.

Limit Selection of Products and Customers

• Create a calculation logic of nature quoteProductFilter. Such logic will limit the list of products available to users when they add a new item to the quote.

• Create a calculation logic of nature customerInputFilter. Such logic will limit the list of customers available to 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 you need a special action each time an approver approves/denies a certain step in an approval workflow, create a workflow "post step" logic of nature wfStepLogic.

• If you have a complex quote where more people need to cooperate on entering information to the quote, set up a creation workflow logic which will build the creation workflow steps.

Publish/Export Quote to PDF

If you need to set up quote export to PDF:

1. Create a DOCX template with replacement marks.

2. Create a template preprocessing logic which will convert the quote data into a format suitable for the DOCX template.

3. Create a new publishing template, upload the DOCX template and link the preprocessing logic.

For details see Publishing Templates.