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Submitting an Aggregate Quote for Evaluation

An aggregate quote is automatically submitted to the designated revenue manager for review when the sales representative resets the value in the Status field of the evaluation form.

The status of the quote evaluation changes as the revenue management evaluation progresses through various stages. For more information about the Evaluation statuses, see Submitting a Quote for Revenue Evaluation.

When the sales representative changes the status of an aggregate quote, then this change is replicated in all of the subopportunity quotes. The aggregate quote is also displayed in the Evaluations screen at this stage, as are all subopportunity quotes associated with the aggregate quote. The sales manager can access the evaluation in the Evaluation screen list. After the evaluation is submitted, the evaluation form and the quote cannot be modified by the sales representative.

After the aggregate quote has been submitted, it may be evaluated in the same manner as other quotes. For more information, see Evaluating the Event Quote.

This task is a step in Process of Creating Recurring Events.

To submit an aggregate quote evaluation form to the revenue manager

  1. Navigate to the Aggregate Quotes screen > Aggregate Quotes list view.
  2. In the Aggregate Quotes list, query for and select the required aggregate quote.
  3. Click the link in the Name field, and then click the Evaluation view tab.
  4. In the Aggregate Quote Evaluation form, set the value in the Evaluation Status field to Submitted.
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