Managing the Header view of a quotation

DMF

020202 SALES QUOTATIONS MODIFY

020226 SALES QUOTATIONS MODIFY QUOTATION SUBMITTED FOR APPROVAL

020213 SALES QUOTATIONS MODIFY VALIDATED QUOTATION

020217 SALES QUOTATIONS MODIFY SIGNED QUOTATION

020225 SALES QUOTATIONS MODIFY UNSIGNED ORDERED QUOTATION

020234 SALES QUOTATIONS MODIFY REVIEWED QUOTATION

Click on Header from the Views to display header information and the pane that is used to manage various information about the quotation (general information, Chorus, linked documents, etc.).

Important

In order to modify a validated quotation, the DC_MAJ_VALID or MAJ_PIECE_VALIDmanagement rule must be enabled and the connected user must have the DMF 020213 SALES QUOTATIONS MODIFY VALIDATED QUOTATION.

Managing header information

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 a draft. 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 main Customer's record sheet in the old Web Portal. 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 Currency.
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 Table texts).

Managing general information

From the pane of the Header view of a quotation, the General information section is used to add shortcuts of fields corresponding to the general information of the quotation in order to quickly access them. From that section, a window can be opened to access all general information of the quotation.

Shortcuts of general information

Click on on the right of the General information section from the pane in order to set up the fields to add as shortcuts. Those shortcuts are specific to each user. From the setup window:

On the left, the list contains fields available to be added as shortcuts.
On the right, the list contains fields added as shortcuts. 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 as a shortcut or to remove it from shortcuts. Click on the or icons to add or remove all fields at once.

Click on Apply to take into account the modifications.

All general information

Click on to display all fields corresponding to the general information of the object in a dedicated window.

Modify the desired information then click on Validate.

List of fields

The following information can be modified in the General information section:

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 Web Portal. 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.
Commission rate	Commission rate of the salesperson in charge of the quotation. This information is only for informational purposes.

Managing Chorus information

Important

This section is only displayed if the CHORUS application control is enabled.

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.

Reference

For more information about the use and the setup of Chorus PRO, refer to Introduction to Chorus.

Managing linked documents

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 an quotation, 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 from the quotation. The document is no longer linked to the quotation but the document 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 an issue, 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.