Modify quote name and expiration date for a quote

After a quote is created, you can modify the quote name and the expiration date of the quote, which is the date on which the quote will expire.

About this task

To modify the quote name and expiration date:

Procedure

  1. Click the Quotes tab in the menu bar.
  2. The Quote Home page is displayed. Perform either of the following steps:
    • Click the Find Quote hyperlink.
    • In the Search box, enter the name of the quote as the search criteria and click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes matching the search criteria.

      If the quote that you are searching for is displayed in the Matches on Quotes panel, click the corresponding Quote Name hyperlink or double-click the corresponding row. The Quote Summary screen is displayed. In this scenario, ignore steps 3 and 4.

      However, if the quote that you are searching for is not displayed in the Matches on Quotes panel, click Advanced Quote Search.

  3. The Quote Search screen is displayed. Enter the appropriate search criteria and click Search.
  4. The quotes matching the search criteria are displayed in the Search Results panel. Click the corresponding Quote Name hyperlink or double-click the corresponding row.
    Note: If only one quote matches the search criteria, the details of the corresponding quote are automatically displayed.
  5. The Quote Summary screen is displayed. Perform either of the following tasks:
    • From the Actions drop-down list, select Modify Quote. The Quote Details screen is displayed. Click the Customer tab.
    • Click the Edit hyperlink in the Customer panel.
  6. The Quote Details screen is displayed, with the Customer tab highlighted. In the Primary Information panel under the Customer tab, perform the following tasks:
    • In the Name* box, enter a name for the quote.
    • Select an expiry date for the quote from the Calendar icon in the Expiration Date field.
      Note: If you do not select a date, the expiration date of the quote is automatically computed based on the configuration.
  7. Click Save to save the quote.
    Note: * indicates that the field is mandatory.