Equipment Margin Worksheets - Approvals

The Equipment Margin Worksheets screen displays and allows you to review margin worksheets that require approval.

This section contains these topics:

See also: Margin Worksheet Overview.

Reviewing and Approving Margin Worksheets

Prerequisite: To approve margin worksheets that have been submitted for review, you must be configured as a Level 1, 2 or 3 Manager on the User Profiles screen, and the margin of the selected worksheet must be within your configured margin user levels, as defined on the Margin User Levels screen. If you are not sure about your margin worksheet permissions or your margin user levels, speak to your system administrator.

  1. From anywhere in IntelliDealer, navigate to Product Support > Equipment Quoting.

    Equipment Quoting

  2. Click the Switch to Margin Worksheets link.

    Equipment Margin Worksheets

  3. Locate the worksheet you want to review, then click the quote Reference Number.

    Margin Worksheet

  4. Review the quote details and either: 

    • Click the Accept button.
      The Comments window appears.

    • Or, to edit the quote using the margin worksheet, you must access the quote from the Equipment Quoting screen.

  5. If you have accepted the quote, enter any comments that you want to associate with the quote and click Save.

    The margin worksheet has now been approved and the quote can be converted to an invoice. The system returns to the Equipment Margin Worksheets screen.

Screen Description

The sorting options on the Equipment Margin Worksheets screen are:

Option Description
Reference Number Sort the search results by quote reference number.
Customer Sort the search results by customer number.
Submitted Date Sort the search results by the date on which the margin worksheet was submitted for review.

The search fields on the Equipment Margin Worksheets screen are:

Field Description
Select Reference Number Search for margin worksheets by entering the associated quote reference number.
Select Customer Number Search for margin worksheets by entering the associated customer number that the quote and worksheet were created for.
Select Submitted By Search for margin worksheets by entering the name of the salesperson who submitted it for review.
Select Location Search for margin worksheets by entering the location where they were created.

The fields on the Equipment Margin Worksheets screen are:

Field Description
Reference Number

The quote reference number that the worksheet applies to.

Comments added by the salesperson who submitted the worksheet appear below the quote reference number.
Customer The customer that the quote was created for.
Salesperson The salesperson who submitted the worksheet for review.
Manager

The manager that the worksheet is assigned to, or the manager who has taken over control of the worksheet.

If this field is blank, then the worksheet can be reviewed by any manager with the appropriate margin user levels.
Location The location where the quote and worksheet were created.
Submitted The date that the worksheet was submitted for review.

To view the Customer Profile, click the Customer name.

To review a specific margin worksheet, click the associated quote Reference Number.

To return to the Equipment Quoting screen, click the Switch to Quotes link.

Security Switch: 801 - Product Support - Equipment Quoting

Revision: 2024.08