To prepare a quote, it normally involves multiple people’s input. For example, the sales representatives input the products based on customer requirements, then the product engineer fine tunes the configurations, followed by marketing people to cross-check if the right pricing is given.

MX supports the collaboration in the quote preparation process through the routing feature. Users can route the quote to other team members for future input.

Steps of using routing feature

User clicks on the Actions and then select Route

A list of options is available to the users for selection. Users can select multiple other users to ask for input and can also leave a comment.

The routed user will receive an email notification requiring for input. And the quote will also show in the Inbox of the routed user to input.

Once the routed user finishes the input, he/she can mark it as “Done” through Actions.

Users can also revoke by clicking on “Recall” after he/she marks as "done".

The respective status will be shown under Approvals. And routing users will also have the choice to revoke the routing if it is not completed yet.

Restrict routing user list through Groovy

The Extension Point “On Quote Routing” allows a script to be executed when the user attempts to route the Quote to other user(s). For example, this can be used to perform validation checks to enforce that the Quote has the minimum necessary information before the routing can be done.

For setup Groovy script, please refer to

Configuration

Below two (2) settings can be configured under Administration’ → ‘Master Data Management’ → ‘SettingBoolean’

• Enables sending a notification email to users if Quote is Routed to them
• Enables only routed user can edit the Quote

Filtered User Lists for Task Assignments 

MX serves as a collaboration platform for users from cross-functional teams (e.g. sales, design, engineering and product) to prepare a quote collectively. MX supports this through the Route feature, i.e. to assign tasks to different functional experts so they provide certain inputs.  

To ensure ease in use, MX now allows custom filters by a Groovy extension point to show a sales user only the relevant personnel, e.g., within a certain functional and regional scope.  

This figure shows the route user list customizing filter