Preconditions for Calling the SaveCartAsQuote Method

  • This method is invoked in the following workflows:

    • eSales - Save Cart Process

    • eSales - Edit Quote Process

    • eSales - Order Quote Process

    • eSales - Modify Order Process

    • eSales - Reorder Process

  • The field value of Quote Type for the current quote record can be Persistent Cart, Auction Quote, Quotation, or Anonymous Quote. Anonymous users cannot call SaveCartAsQuote, so only the first three quote types can be saved.

    If the quote type is Persistent Cart, SaveCartAsQuote changes the type to Quotation. Otherwise, it does not change the quote type.