View the Notes added to a bundle component in a quote

A bundle product is a product comprising multiple products. A bundle comprises a parent product and one or more component products. You can view the notes added to the components of a bundle product in a quote.

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. From the Quote Details screen that is displayed, click the Products tab.
   • Click the Edit hyperlink in the Lines panel.
6. The Quote Details screen is displayed, with the Products tab highlighted. Perform either of the following steps:
   • Click the Quote Lines tab to view the notes added to the bundle components of a quote product line.
   • Click the Recommended Lines tab to view the notes added to the bundle components of a recommended product line.
     Note: The Recommended Lines tab will be displayed or hidden based on the configuration.
7. The list of products in the quote is displayed. To narrow down the list of products displayed, perform the following steps:
   1. Click the Show Filter Options hyperlink.
   2. Select one of the following radio buttons:
      • All Lines: Select this to display all the products that match the search criteria.
      • Problem Lines: Select this to display only the products containing the products that match the search criteria and have failed validation.
      • Lines Pending Approval: Select this to display only the products that match the search criteria and are pending approval.
   3. (Optional) Enter the Product ID as the search criteria in the Find Products Within Quote box, and click the Search icon.

      The list of products that match the search criteria is displayed.

      The total number of lines displayed on the page is displayed at the bottom of the page. By default, the first 100 lines are displayed. Click Get More Records to retrieve the next set of lines, and click Get All Records to retrieve all the lines that match the search criteria. You can sort the lines by the Line #, Product ID, and Quantity in either an ascending order or a descending order. For example, to sort the lines by Quantity in an ascending order, move the pointer over the Quantity column, and select Sort Ascending from the drop-down list.

      Note: When you sort the lines, sorting is performed on the server side. Therefore, when you sort the lines, all the lines that match the search criteria are considered for sorting. If there are any unsaved changes in the lines, and you try to sort the lines, a warning message is displayed.
8. (Optional) To clear the filter options, click the Hide And Clear Filter hyperlink. If there are any unsaved changes in a quote product line or a recommended product line, a message asking you for confirmation is displayed. Perform either of the following tasks:
   • Click Yes to proceed without saving the changes.
   • Click No to close the message box and return to the Quote Details screen.
9. Based on the configurations made by your administrator, you will be able to view the component lines of a bundle component either in the Component Pricing dialog box or sequenced below the parent product of the bundle component in the Quote Details screen.
   • If you find the Bundle Component icon adjacent to the product for which you want to adjust the price of component products, then perform the following steps:
     • Click the Bundle Component icon adjacent to the product for which you want to adjust the price of component products.
       Note: The Bundle Component icon is displayed only if the product is a bundle product.
     • The Component Pricing dialog box displays the details of the parent product and its components, such as the quantity, unit price, additional charges, adjustment, line total, and so on. Select the check boxes corresponding to the products for which you want to adjust the price. Select the check box adjacent to the corresponding component product, click More, and then click View/Add Notes. Alternatively, click the New Note icon adjacent to the corresponding component product to which you want to add a note.
       Note: The Additional Charges is displayed in the Component Pricing dialog box only if you have enabled the multi-price type for an enterprise in Sterling™ Business Center. For more information about enabling the price type for an enterprise, refer to the Sterling Business Center System Configuration.
   • If you find the component lines sequenced below the parent product of the bundle component in the Quote Details screen. Select the check box adjacent to the corresponding component product, click More, and then click View/Add Notes. Alternatively, click the New Note icon adjacent to the corresponding component product to which you want to add a note.

   Note: The New Note icon is displayed only if there are any notes added to the component product.
10. The Notes dialog box displays the notes that have been added so far. To filter the notes you want to view, perform the following tasks:
    • Select the note type from the Filter by Note Type* drop-down list to display only the notes of a particular note type. For example, select All from the drop-down list to view all the notes.
    • Select the Show System Generated Notes check box to display the notes that are automatically generated by the system.
11. Click Close to close the Notes dialog box.
12. Click Close to close the Component Pricing dialog box and return to the Quote Details screen.