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Verifying Quotes and Orders for Eligibility and Compatibility

You can verify the eligibility and compatibility for all the products in a quote or order or for individual line items.

It is useful to verify all products before a quote changes status or is taken to a different stage of the order management process. This is especially important for products that have compatibility rules written against them.

When a product is added to a quote or order, eligibility and compatibility is evaluated only for the added line item. Thus, if the added item is incompatible with a product already in a quote, only the added item will show this, not the item already on the quote.

For example, a compatibility-excludes rule says that product A and product B are incompatible. The user adds product A to the quote, and its eligibility status is marked as Y. Then the user adds product B to the quote, and B's eligibility status is marked as N, but A's status is still Y. When you click the Verify button, all items on the quote are evaluated, so product A's eligibility status also becomes N.

To verify eligibility and compatibility for all products in a quote or order

1. Navigate to the Quotes or Orders screen, then the List view.
2. In the list, select the desired quote or order.
3. Drill down on the name of the quote or order.
4. Click the Line Items view tab.
5. In the Quote or Order header form, click Verify.

To verify eligibility and compatibility for one product in a quote or order

1. Navigate to the Quotes or Orders screen, then the List view.
2. In the list, select the desired quote or order.
3. Drill down on the name of the quote or order.
4. Click the Line Items view tab.
5. In the Line Items list, select the desired line item.
6. From the Line Items menu, select Verify.