Online Quotes and Proposals

JD Edwards EnterpriseOne ETO quote enables you to communicate and send quotes online directly to the customer, thus bypassing the step of generating paper proposals. You can send quotes that have an active status. You must set up the customer with a level of security that enables the customer to sign on to the JD Edwards EnterpriseOne portal to access the Online Proposals program (P31P101).

When the customer calls the program, the system displays all quote records, but not all of the fields in each record. For example, the original estimates from the Project Workbench program (P31P001) are not visible. The customer can respond to the quote by either accepting or rejecting it. The system uses the workflow system to communicate the customer's response to designated individuals, such as the project manager. The system also notifies the customer that you received the customer's response. This process can be iterative, which enables you to enter all required changes until the customer is satisfied and accepts the quote. When the customer communicates quote acceptance, you advance the status of the quote to Current and move the project in the Project Workbench program to a Quote Accept status.