Make Quotes Active without Navigating to Oracle CPQ

You can set an inactive quote to active without navigating to Oracle CPQ. Here's how:

Here's how to make a quotes active without navigating to Oracle CPQ:

1. In Sales, edit an opportunity or an account.
2. Go to Quotes and Orders.
3. In the Active column, click the tick icon against the quote that should be active. It changes to a green tick, indicating that the quote is active.
   • Immediately, the sales application runs a revenue reconciliation process that reconciles the revenue lines from Oracle CPQ quote lines. The scope of the reconciliation process is based on the reconcile option (Root or Part) that the administrator has set.
   • The opportunity is locked until the revenue reconciliation process ends. This means no changes can be made to the opportunity during this time. Once the process ends, the opportunity lock is released.
4. Click the quote name to see the new revenue lines and price type.
   Note: If the process is interrupted, the quote is set to its previous state. Click Active again after some time to restart the reconciliation.

Active and Inactive Quotes

If an opportunity has a single quote, that quote is considered active and it can't be inactivated.

If an opportunity has multiple quotes, only one of the quotes can be active at a time. So, when a quote is made active, the previously active quote becomes inactive. However, the information related to inactivated quote -- such as credit split, revenue schedules, and custom attribute information -- remains as is. When this inactive quote is made active again, all of its information comes back.