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If a quote has a red GL (guideline) field, the user cannot convert the quote to an order. For quotes and orders that have these price exceptions, the price approver must take some action. The price approver can make recommendations to the deal originator regarding the required changes to price, product mix, and adjustments for the quote or order.
When a price approver accesses a quote or an order, the GL fields show the pricing policy compliance according to the pricing authority of the deal originator. In the Line Items view for a quote or an order, the price approver can navigate to Menu > Reprice All to update the GL fields to show the pricing policy compliance according to the price approver's authority. If the price approver has more pricing authority than the deal originator, the red and yellow GL fields can change to green. By repricing, the price approver accepts the quote or order without changing any data in it.
After reviewing a quote, the price approver can launch Workbench to find more information to assess a price exception for a quote. For more information about launching Workbench, see Accessing Workbench to Assess a Quote.
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