Proposal SA State Transition
The following diagram shows the possible lifecycle of a proposal SA.
You should never see an Incomplete proposal SA as this is a transitory state used when a proposal is first initiated using the Order transaction. The system always transitions such proposal SAs to the Pending state. Please note that when a proposal SA becomes Pending, the system executes any Proposal SA Creation algorithms plugged in on the proposal SA's SA type. You might use such algorithms to generate billing scenarios or initiate a workflow process that requests template consumption from the prospect.
A proposal SA exists in the Pending state while you are working on the proposal. For example, you might want to leave the proposal SA in this state while you wait for the prospect to send you their historical consumption.
A proposal SA is Quotable when a quote detail can be generated for it (at least one billing scenario must be linked to the proposal SA before it can become Quotable ). Note, proposal SAs can be modified when they are Quotable.
Automatically transitioning a proposal SA to the Quotable state when it's first created. As described earlier, you can setup a proposal SA creation algorithm to automatically create billing scenarios when a proposal SA is created. The base package algorithm can also automatically transition the proposal SA to the Quotable state (thus making it ready for quotation). Refer to Enabling The Automatic Generation Of Billing Scenarios for more information.
A proposal SA becomes Accepted when a customer accepts one of its quote details.
A proposal SA becomes Declined when a customer declines one of its quote details (or its quote expires). A Declined proposal SA can be "reopened" (by making it Quotable ). You may need to do this if you want to change a proposal SA's terms in preparation of generating a new quote detail.
A proposal SA becomes Canceled when a quote detail is withdrawn (or its quote expires). You may need to do this if you want to change a proposal SA's terms in preparation of generating a new quote detail.
Incomplete, Pending and Quotable proposal SAs may be deleted.