Managing the Header view of a quotation

The Header view is used to access and modify the following information:

Field	Description
Main Customer and Customer to be billed	The main Customer and the Customer to be billed are specified when creating the quotation (see Creating a quotation). The main Customer can only be modified when the quotation is in creation. To modify the Customer to be billed, refer to Modifying the customer to bill. The customers' color indicators are displayed. Click on to open the record sheet of the main Customer: in the old if the feature flag Portail ventes Domain > Portefeuille Label is disabled. in the Sales Portal > CRM module if the feature flag Portail ventes Domain > Portefeuille Label is enabled. Note The link to the CRM module or the Sales Portal must be correctly initialized in the Administration console (see Setting up the Launcher). This icon is only visible to users who have the DMF 1915** WEB PORTAL ORGANIZATIONS & CONTACTS *.
Object label	The label of the object is specified when creating the quotation (see Creating a quotation).
Object date	The date of the object is specified when creating the quotation (see Creating a quotation).
Entity	The entity is specified when creating the quotation (see Creating a quotation).
Pricing method	The pricing method is specified when creating the quotation (see Creating a quotation).
Currency	The currency is specified when creating the quotation (see Creating a quotation).
Rate	Exchange rate between the company currency and the object currency. The field cannot be modified and is calculated from the selected Object date and Currency. It is recalculated each time one of these fields is modified. The rate is determined according to the following order of priority: The currency rate on the company of the quotation. The currency rate on the ***** company.
Assignment type and, if applicable, project/phase/sub-phase of the quotation	Assignment information are specified when creating the quotation (see Creating a quotation). Note If the quotation is in the Draft or Validated state, only projects/phases/sub-phases whose status code allows the Unsigned quotation object type can be specified. If the quotation is in the Signed or Order not signed state, only projects/phases/sub-phases whose status code allows the Signed quotation and unsigned quotation processed as orders and Unsigned quotation object type can be specified.
Text on object	Text of the quotation. This free-form field is used to indicate additional information to the customer. Tip In the Text on object, you can insert a table text (refer to Using table texts).

From the pane of the Header view of a quotation, The My quick accesses section allows you to add quick-access fields related to the quotation’s general information and custom data for faster access. From that section, a window can be opened to access all general information and custom data of the quotation.

Fields in quick acces

Click on at the right of the My quick accesses section from the pane in order to set up the fields to display in quick access. Fields in quick access are specific to each user. From the setup window:

• On the left, the list displays fields and custom data available to be added in quick access.
• On the right, the list displays fields and custom data in quick access. Select a field from the list then drag and drop it to modify the order of the fields.

Drag and drop a field from one list to the other to add it in quick access or remove it from quick access. Click on the or icons to add or remove all fields at once.

Separators can be added in order to split quick accesses in separate sections. To add a separator, drag and drop the Title / Separator field from the left list to the desired location in the list on the right. A label can be specified in order to define a title for the separator. If the label is not specified, the separator will be displayed without a title.

Click on Apply to take into account the modifications.

Custom data

Click on at the right of My quick accesses section from the pane to display custom data of the object in a specific window. Depending on custom data setup, the window contains one or more tabs/sections/fields.

Modify the desired data then click on Validate.

General information

Click on at the right of My quick accesses section from the pane to display all general information of the object in a specific window.

Make necessary modifications and click on Validate.

The following information can be modified:

Field	Description
Customer ref. date	Reference date at the customer. This information is only for informational purposes.
Validity duration (months)	Validity duration granted to the customer to sign the quotation.
Theoretical margin	Theoretical margin of the quotation. This information is only for informational purposes.
Opportunity	Opportunity linked to the quotation. The help list displays opportunities linked to the customer of the quotation and to the selected Pipeline. Click on to open the opportunity record sheet: in the old CRM if the feature flag Portail ventes Domain > Portefeuille Label is disabled. in the Sales Portal > CRM module if the feature flag Portail ventes Domain > Portefeuille Label is enabled. This icon is only visible to users who have the DMF 1914** WEB PORTAL OPPORTUNITIES *.
Pipeline	Opportunity pipeline linked to the quotation. The help list displays pipelines in the company of the quotation and in the ***** company.
Probability and Weighted coef.	Probability of a signature from the customer. The Weighted coef. is updated automatically based on the selected Probability. The coefficient is based on a scale of 0 to 1: 0 corresponding to an unlikely signature and 1 corresponding to a likely signature. Reference For more information about the setup of weighted coefficients, refer to Weighting coefficients.
Customer reference 1 to Customer reference 3	References at the customer. This information is only for informational purposes.
Manager	Manager of the quotation. This field is used to define the approver corresponding to the Object's company manager in the approvals setup of quotations. The help list displays non-generic employees present at the company on the date of the quotation.
Sales manager and Technical manager	Sales manager and technical manager of the quotation. The help lists display non-generic employees at the company of the quotation and present on the date of the quotation. This information is only for informational purposes.
Expected signature date	Date of the expected signature by the customer.
Actual signature	This field is only visible if the DEV_SIGN_REELLE management rule is enabled. Actual date of signature by the customer.
Commission rate	Commission rate of the salesperson in charge of the quotation. This information is only for informational purposes.

Form the pane of the Header view of a quotation, the Chorus section contains the fields related to the interface with Chorus PRO:

Field	Description
Contract number	Contract number associated with the object.
Project group name	Name of the project group associated with the object.
Commitment number	Chorus legal commitment number. This number links the object and Chorus billing.
Effective date	Effective date of the commitment, the contract or the project group.
Service code	Code of the billing site's Chorus service. When the billing site is specified or modified on the object, the service code on the quotation is automatically updated with the one from the billing site specified. The field can be modified manually on the quotation (except when creating a new quotation before saving it).
Service label	Label of the billing site's Chorus service. When the billing site is specified or modified on the object, the service label on the quotation is automatically updated with the one from the billing site specified. The field can be modified manually on the quotation (except when creating a new quotation before saving it).

DMF	1001** OFFICE AUTOMATION WRITE WRITE 100107 OFFICE AUTOMATION WRITE NEW DOCUMENT (OR DRAG&DROP) or 100108 OFFICE AUTOMATION WRITE NEW DOCUMENT 100109 OFFICE AUTOMATION WRITE MODIFY DOCUMENT 100110 OFFICE AUTOMATION WRITE DELETE DOCUMENT

From the pane of the Header view of a quotation, the Linked documents section contains the documents linked to the quotation, for example a report or a link to a help desk issue. Click on the name of the document to open its preview, or hover over the name of a document to display its details (creation date, last modification date, users who created and last modified the document, etc.).

To add a document:

• Click on the Add document / URL frame then select the document from the file browser.
• Drag and drop the document in the Add document / URL frame. This feature requires the DMF 100107 OFFICE AUTOMATION WRITE NEW DOCUMENT (OR DRAG&DROP).

Quick actions available from the Linked documents

When a document is added to a management object, the following features are available from on the right of the document:

From the Linked documents section, you can realize several actions:

• To download a document, click on then on Download. This action allows you to download the document on the computer. This option is only available if the document is not a hypertext link. The document can also be downloaded directly by clicking on the name of the document if it is not an image, a PDF or a hypertext link.
• To open a link, click on then on Open link. This action allows you to open a hypertext link in a new tab. This option is only available if the document is a hypertext link.
• To unlink a document, click on then on Unlink. This action allows you to remove the document. The document is no longer linked to the management object but the document's record sheet associated is kept in Akuiteo.
• To delete a document, click on then on Delete. The document record sheet associated is also deleted from Akuiteo.

Actions available from the Show details function

When a document is added to a management object, the Show details function is accessible under the list of documents linked to the quotation. The table which opens allows you to obtain more information on the document and the following actions are available in the Actions column:

• To visualize a document, click on . This action allows you to visualize a document before downloading it on the computer. This option is only available if the document is an image, a .txt file or a PDF document.
• To download a document, click on . This action allows you to download the document on the computer. This option is only available if the document is not a hypertext link. The document can also be downloaded directly by clicking on the name of the document if it is not an image, a PDF or a hypertext link.
• To open a link, click on ; This action allows you to open the URL in a new tab in the browser. This option is only available if the document is a hypertext link.
• To delete a document, click on then on Delete document. This action allows you to delete the document. The document record sheet associated is also deleted from Akuiteo.
• To lock or unlock a document, click on then on Lock/Unlock. This action allows you to lock or unlock a document. This option is only available if the document is not a hypertext link. When a document is locked, the icon is displayed on the document record sheet in the Desktop Application.
• To file a document, click on then on Filed under. This action allows you to specify one or several keywords linked to the document. From the documents search screen (Desktop Application > Tools > Documents), a user can specify the keywords in the Filed under field in order to easily find the relevant document.
• To archive or de-archive a document, click on then on Archive/De-archive. This action allows you to archive or de-archive the document.