I couldn’t find a way to entre a Sales Quote Line and associate a Target Equipment ID. Is there any way to do that?
Thanks.
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Option to Link Target Equipment ID to CRM Sales Quote Line
Best answer by Andy Smith
eshahid98 wrote:
I don’t see it as an option on the CRM Sales Quote screen, although I agree it should be there.
I believe Equipment Management requires that Service Management be present, so another workaround might be to create a Service Order where the Service Order Type has the behavior set to Quote. The Service Order details grid allows linking to Target Equipment.
You can then send the customer the quote to approve and copy it to a “real” service order. This can drive a sales order to ship products if needed and/or an appointment to schedule services.
Again - I agree there is room for improvement on linking CRM records to target equipment. Cases is another example.
For CRM you are right, could not find it anywhere.
for Sales Order Quote
If you are using latest release, the field may be not selected. Click on column configurator and select it, as shown below.
Hope this helps
Angelo
1 person likes this
eshahid98 wrote:
I don’t see it as an option on the CRM Sales Quote screen, although I agree it should be there.
I believe Equipment Management requires that Service Management be present, so another workaround might be to create a Service Order where the Service Order Type has the behavior set to Quote. The Service Order details grid allows linking to Target Equipment.
You can then send the customer the quote to approve and copy it to a “real” service order. This can drive a sales order to ship products if needed and/or an appointment to schedule services.
Again - I agree there is room for improvement on linking CRM records to target equipment. Cases is another example.
If you are looking for a way do lead data enrichment and to enter a Sales Quote Line and associate it with a Target Equipment ID, but couldn't find a direct option on the CRM Sales Quote screen, the suggested workaround is to create a Service Order where the Service Order Type has the behavior set to Quote. The Service Order details grid apparently allows linking to Target Equipment.
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