Creating the Quote Monitor Tile

The Quote Monitor Tile tracks specific quote issues and notifies internal staff when an issue has been identified. This article will explain how to create the Quote Monitor Tile.

Requirements:

• Users must have Reports access to Reports

Note: The Quote Monitor Tile will only consider quotes that:

• • Are not expired
  • Are in an unknown quote status
  • Do not have orders against it

Creating the Tile

1. Navigate to the Home Page.

2. Click the Tiles menu, then select Create from the drop-down list.

3. The Create New Tile page will appear. Click the Quote Monitor Tile.

4. The Create Quote Monitor Tile page will appear. This page is divided into three sections: Visual Details, Data Source, and Filters.

Visual Details

Use this section to define the tile's display information.

1. Enter a name for the tile into the Display Name field. 

2. Select the page where the tile should be displayed from the Tile Location drop-down list.

3. Create the tile for other users by typing their name into the User Access field. Skip this step if you're creating this tile for yourself. 

4. Check the Send daily recap email checkbox to send an email to each user identified in the User Access field whenever a new quote issue is identified. 

Data Source

Use this section to select the quote issues the tile should monitor. At least one is required.

• Check Pricing: Scans for parts with invalid pricing (e.g., lower than the lowest price in the active price list for the manufacturer). Note: If Check Pricing is selected, the Quote Monitor Tile will trigger dynamic pricing (if available) to refresh invalid pricing.
• Discontinued Items: Scans for quoted items that contain a substitution note in the active price list (Sub. Notes column in the price list). 
• Expiring Quotes: Scans for quotes in an unknown "As Order" status that will expire in seven days or less.
• MFG Quote Issues: Scans for items where the manufacturer quote will expire in seven days or less (MFG Quote Exp Date column in the BOM).
• PAT Shipping Issues: Scans for items where PAT predicts the ship date to be after the project's start date.

Filters

Use this section to filter the quotes that are displayed in the tile. Filters are not required.

When the tile's setup is complete, click . After the tile has been created, it can be edited at any time.

Viewing the Tile

The Quote Monitor Tile will appear after an initial scan of all active, unknown quotes is completed. The tile will update nightly.

Learn more about using the Quote Monitor Tile.