Infor M3 Sales

Groups core order-entry functions for assigning prices to order lines, linking workflow functions to order types, quick order entry, and equipment quotations.

Sets up the foundational configuration for rental agreements in M3, covering agreement order types, reason codes, package structures, usage meters, and rental depots.

Configures the foundational customer, assortment, season, and contact-plan data needed to enable sales, including customer addresses, buying patterns, service-level parameters, and order-entry defaults.

Manages sales between divisions or companies within the same M3 group, covering order creation, pricing, invoicing, deliveries, and quality checks for goods moved internally.

Supports renting equipment together with the operator needed to run it, independent of any separate equipment rental.

Tracks abnormal events and customer complaints against maintained objects, from initial registration through decisions and follow-up complaints.

Covers the administrative setup required before quoting -- equipment attributes, pricing, sales roles, order types, and records for warranty, financing, and promotions.

Manages sales pricing, discounts, campaigns, customer charges, bonus and commission agreements, and supplier rebate programs that determine what customers pay and what recipients earn.

Manages rental transactions between divisions of the same M3 company, covering internal purchase orders, pricing, delivery, invoicing, and returns.

Provides the day-to-day working applications for quoting -- the EQM mashup for sales executives and the EQM Manager mashup for oversight.

Handles the day-to-day processing of customer orders, including entry, copying, comments, charges, credit card and credit checks, allocation, returns, status tracking, and country- and industry-specific order flows.

Covers the operational lifecycle of a rental agreement -- creating, checking equipment in and out, exchanging or replacing items, tracking utilization, and terminating or closing agreement lines.

Walks through building a quotation -- creating the header, selecting and configuring products, adding warranty, service, financing, and other records.

Covers the extended catalog item used in the buy-to-order acquisition variant of customer order processing.

Covers generating, reviewing, and correcting rental invoices, including advance credits, interactive invoicing, and closing completed agreements.

Manages a quotation after its initial creation -- adjusting pricing and discounts, allocating equipment, calculating tax, tracking status, and routing it for approval.

Covers customer order invoicing and the resulting financial transactions, including advance and summary invoicing, corrective invoices, invoice printing and restart, EU sales reporting, and posting to the general ledger.

Covers how rental prices are set, simulated, and updated -- including hourly rates, stepped pricing, meter-based pricing, and business-chain discounting.

Covers what happens when a quotation is released -- generating sales, work, or project orders and reviewing the resulting deal.

Covers how customer orders are sourced, including checking availability, creating linked purchase orders through buy-to-order, replacing discontinued items, and handling equipment trade-ins.

Covers correcting rental and leasing invoices after they've been issued, through full or partial credits and re-invoicing.

Provides a dedicated workspace for product support sales representatives to sell aftermarket parts, service, and warranty against existing customers or equipment.

Manages customer delivery schedules for repetitive demand, from partner and schedule type setup through creation, activation, deviation checks, and reconciliation of delivery schedule demands.

Manages equipment leasing agreements and their financial mechanics -- financing, leasing curves, price indexing, and periodic invoicing -- alongside standard rentals.

Supports quoting rental transactions from within Equipment Quotation Management, alongside standard equipment sales.

Integrates M3 with external point-of-sale systems, downloading customer, item, price, and user data, and handling cash, credit, telesales, returns, and refund transactions at the shop.

Sets up the foundational data needed before maintenance operations can run, including work centers, costing, document structures, and initial data conversion from a prior system.

Provides modern Experience Designer applications for quoting, equipment search, and rental, offering a customizable alternative to the classic mashups.

Handles cash desk operations, including registering, reconciling, and validating cash payments and invoices, printing checks, and managing petty cash and credit card payments taken at the desk.

Connects Equipment Quotation Management to related M3 products, including Customer LifeCycle Management and Infor Document Management.

Covers sales budgeting, forecasting, and statistics, including building datasets, tracking budget and demand data, calculating forecasts, and reporting on sales performance.

Manages the full maintenance customer order cycle, including quoting, invoicing, warranty claims, credit limits, and delivery of serviced objects back to customers.

Manages trade agreements that calculate and process accruals, advances, and settlements for one or more recipients based on customer order activity.

Manages the terms, pricing, and coverage of maintenance service agreements with customers, including quotes, charges, discounts, and periodic invoicing rules.

Configures the default parameters used when entering new work requests, both in standard and quick-entry mode.