Quote - Main

This page is used to maintain quotes. This page provides many diverse functions:

  • You can generate, complete, close, reopen, and cancel a quote.
  • You can regenerate and delete quote details.
  • You can accept, decline and cancel the proposal SAs that contribute a quote detail to the quote.

You should not attempt to use this transaction until you are comfortable with the concepts described under The Big Picture of Quotations.

Open this page using Menu > Sales & Marketing > Quote > Search.

Description of Page

Quote Info contains a concatenation of important information about the quote (e.g., its expiration date and status). Quote ID is the system-assigned unique identifier of the quote. These values only appear after the quote is added to the database.

Account ID identifies the customer or prospect associated with the quote. The name of the account's main customer appears adjacent.

Quote Status contains the state of the quote. Refer to Quote Lifecycle for information about the valid values and the state transition rules.

If your system has been configured to display an online image of a quote, a Display Quote button appears adjacent to the quote's status. When clicked, an online image of the quote is displayed. Refer to Technical Implementation Of Online Quote Production for how to enable this feature.

Expiration Date / Time identifies when the quote's terms are no longer valid. Refer to Closing Quotes for how the system uses this information to automatically close a quote.

Refer to Quote Actions for a description of each Quote Action button.

This transaction has sophisticated logic that can be used to perform mass updates to the quote's quote details and their related proposal SAs. These mass update actions are executed by selecting quoted details (in the grid) and then clicking the desired action button at the bottom the page. The remainder of this section describes how to use this mass update functionality.

The Select All / Clear All buttons are used to select / unselect the quote details. These buttons are disabled when the quote is Closed.

Note:

100 quote details at a time. Clicking Select All selects the first 100 quote details in the grid. If more than 100 quote details exist, you must select them in batches.

The grid that follows contains the quote details linked to the quote. The following information appears in the grid:

  • Select box. Before you can perform any of the mass update actions at the bottom of the page, at least one quote detail must be selected. This field is disabled when the quote is Closed. You can use the Select All and Clear All buttons to change the value of the switch for all quote details in the grid.
  • Click the go to button to transfer to the Quote - Quote Detail tab with the corresponding quote detail positioned in the scroll. On this page, you can see the details of the quote detail's simulated bill segments (and, from there, drill down into the details of each bill segment).
  • The Quote Detail Info column contains a concatenation of a quote detail's division, SA type, start option, status, start date, and premise information (this information comes from the quote detail's proposal SA).
  • The Total Amount column contains the sum of the quote detail's simulated bill segments.
  • The Remarks column highlights special circumstances associated with the quote detail.
    • Proposal SA has been changed since the quote was created appears if the proposal SA was modified after the quote detail was generated. If you'd like to recalculate this quote detail, select this row and click the Regenerate button at the bottom of the page to regenerate the quote detail's simulated bill segments.
    • Quote detail contains bill segments in error appears if any of the simulated bill segments linked to the quote detail are in error . Click the adjacent go to button to transfer to the Quote - Quote Detail tab where the state of each simulated bill segment is shown. You can correct simulated bill segments that are in error by Regenerating the quote detail (and you do this by selecting the quote detail and clicking the Regenerate button at the bottom of the page).

The Quote Detail Actions and Proposal SA Actions can be used to perform mass updates to the selected quote details in the grid. Refer to Quote Detail Actions and Proposal SA Actions for the details.