Accepting / Declining Quote Details

A customer can accept or decline each quote detail on a quote.

When a quote detail is accepted, the system:

  • Changes the state of the related proposal SA to accepted.
  • Executes the Proposal SA - Acceptance algorithms plugged in on the proposal SA's SA type. The base package algorithm creates a real SA by copying the information from the proposal SA. The real SA is created in the pending start state. This new SA behaves similarly to a pending start SA that's created via the Order or Start/Stop transactions (e.g., field activities are initiated if the SA type has been setup accordingly).

When a quote detail is declined, the user must supply a decline reason. The system then changes the state of the related proposal SA to declined.

Fastpath:

Refer to Proposal SA State Transition for more information about a proposal SA's states.

Note:

Reopening a declined proposal SA. If a customer changes their mind about a declined proposal SA, you can return it to the quotable state using the service agreement maintenance transaction.

Rejecting an entire quote. If all details on a quote are being declined, you can simply change the state of the quote to closed rather than reject each quote detail. Refer to Closing Quotes for more information.