Validate a quote

About this task

In the life cycle of a quote, validations are performed at different stages to verify whether the products or the product quantity in the quote are valid for the quote. If a quote contains product lines that have failed validation, the quote must be modified appropriately to enable a user to perform any of the following tasks:

Request approval of a quote
Present a quote to a customer
Convert a quote to an order

For example, if a quote contains a product whose effective end date is earlier than the current date, the quote cannot be presented to a customer until the product is removed from the quote.

To view and modify the lines that fail quote validation:

Procedure

Log in to Sterling™ Field Sales.
The application home page is displayed. Perform one of the following steps:
- Click the Find Quote hyperlink.
- Click the Opportunities tab. In the Opportunity home page, click the Find Quote hyperlink.
- Click the Quotes tab. In the Quote home page, click the Find Quote hyperlink.
- Navigate to the Opportunity Details screen, and then click the Quote Name hyperlink in the Quotes panel. In this scenario, ignore steps 3 and 4, and proceed to step 5.
- Under the Navigation panel, click Search..., enter the name of the quote as the search criteria, and then click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes and 10 opportunities matching the search criteria.
  Note: The Navigation panel is displayed only if you have not selected the Hide Navigation Panel user preference.
  
  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, and proceed to step 5.
  
  However, if the quote that you are searching for is not displayed in the Matches on Quotes panel, click Advanced Quote Search.
The Quote Search screen is displayed. Enter the appropriate search criteria and click Search.
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.
The Quote Summary screen is displayed. Under the Tasks panel, click Validate Quote.
The Validate Quote screen is displayed.
- If none of the lines in the quote have failed validation, a message is displayed to indicate that the quote does not contain any lines failing validation.
- If there are any quote lines failing validation, the Problem Quote Lines panel displays those lines. The Problem column displays the reason why a quote line has failed validation.
- If there are any recommended lines failing validation, the Problem Recommended Lines panel displays those lines. The Problem column displays the reason why a recommended line has failed validation.
Click the corresponding Line # hyperlink to modify the line details. The Quote Details screen is displayed, with the Products tab highlighted and the list of products filtered by the Product ID of the selected product.