Reject an approval request for a quote

If a quote is pending your approval, you can reject the request for approval if you do not want the quote to be presented to a customer in its current form.

About this task

An example of why you might reject an approval request is if the discount offered for a product exceeds the maximum discount allowed for that product by more than 50%, and you do not want to approve the discount offered, you can reject the approval request.

To reject an approval request for a quote:

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. From the Actions drop-down list, select View Approvals.
  6. The Approvals screen is displayed. The Pending Approval icon is displayed adjacent to the Status field to indicate that the quote is pending approval. Click Reject.
  7. The Reject Reason dialog box is displayed. In the Provide a reject reason* box, enter appropriate notes. For example, you can enter notes to explain why you are rejecting the quote, such as close of a promotional offer.
  8. Click Confirm.

    The Reject Reason dialog box is closed and the Approvals screen is displayed. The Approval Rejected icon is displayed adjacent to the Status field to indicate that the request for approval of the quote has been rejected.

    Note: * indicates that the field is mandatory.