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 contract to accepted.
- Executes the Proposal Contract - Acceptance algorithms plugged in on the proposal contract's contract type. The base package algorithm creates a real contract by copying the information from the proposal contract. The real contract is created in the pending start state. This new contract behaves similarly to a pending start contract that's created via the Order or Start/Stop transactions.
When a quote detail is declined, the user must supply a decline reason. The system then changes the state of the related proposal contract to declined.
Fastpath: Refer to Proposal Contract State Transition for more information about
a proposal contract's states.
Note:
Reopening a declined proposal contract. If a customer
changes their mind about a declined proposal
contract, you can return it to the quotable state using the contract maintenance transaction.
Note:
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.