Important note

Please note that this information is for users who have Quotation Data Capture enabled.

This can be verified from Settings - Company Setup on the Customisations tab, by looking at the Enable Quotation Item Data Capture box.

Benefits of asset linking

Assets that have been linked to an opportunity can also be linked to specific lines on any new quotations that are raised. This may be useful for renewal / upgrade type sales.

Asset linking allows certain information to be carried through from the asset to the new line, such as MSISDN numbers, and the user to whom the line is assigned. This information can be displayed on quotation documents.

Asset linking also enables some other features, such as auto-calculated deal termination and auto contact extension.

Prerequisite: Opportunity assets

You must link assets to an opportunity before they can be linked to quotation items.

Accessing quotation Data Capture

Once you have at least one item on your new quotation, you'll be able to access the Data Capture button as shown below.

This will expand to show buttons for products and services for the product categories of the added item(s).

In most cases, you will be concerned with services. Clicking on one of the buttons will take you to the relevant Data Capture screen.

As with sales order-level Data Capture, line items will be flattened i.e. a line with a quantity of three will show over three separate lines.

The fields that are shown can be determined by your administrators - click here to see how.

Asset linking

The Target Asset field allows you to select from any of the assets that were mapped to the opportunity.

Selecting an asset to link will pull through its user and MSISDN (or equivalent) data and populate it on the new line. You may also see the expiry of the original asset.

All information entered will be carried over to sales order once the quote is converted.

Asset linking lets you make use of auto-calculated deal termination and auto contract extension.

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