Viewing a quote details
Sterling™ Field Sales enables a user to search for a quote and view the details of that quote.
A Field Sales Representative may sometimes want to view a quote's details, such as the quote's status, the items added to the quote, and so on. For example, after a Field Sales Representative has presented a quote to a customer, if the customer neither accepts nor rejects the quote for a considerable period of time, the Field Sales Representative may want to know the quote's expiration date so that the user can follow up with the customer.
Solution
A user can search for a quote using the following options:
- Quick Search: A user can enter the name of the quote as the search criteria and search for the quote.
- Advanced Quote Search: A user can enter more restrictive search criteria and search for the quote.
If a user has access to multiple enterprises, the Enterprise drop-down list is displayed in the Search Criteria panel of the Quote Search screen. The getOrganizationList API is called to retrieve the list of enterprises. The queryTypeList API is called to populate the operators or the query types for the following fields:
- Quote Name
- Phone #
- Expiration Date
When searching for a quote, a user can search for the customer for whom the quote was created. You can configure the customer type that is to be selected by default in the Customer Search dialog box. The getCustomerList API is called to retrieve the list of customers that match the search criteria.
If only one quote matches the search criteria, the Quote Detail screen is
displayed. If multiple quotes match the search criteria, the list of quotes matching the search
criteria is displayed. The getOrderList API is called to retrieve the quotes that match the search
criteria. The quotes displayed in the Search Results panel of the Quote Search
screen can be sorted in either an ascending order or a descending order based on the Quote
Name or the Expiration Date. The sorting criteria is defined in the metadata file, which
is located in the <INSTALL_DIR>/sfs/metadata/sortingorder directory.
In the Quote Detail screen, a user can view the details of a quote such as the quote name, status, the details of the customer for whom the quote was created, the items that have been added to the quote, and so on.
The following table describes the APIs that are called to retrieve the details to be displayed in the Quote Detail screen:
| API | Purpose |
|---|---|
| getCompleteOrderDetails | To retrieve the details of the quote. |
| getCommonCodeList | To retrieve the payment terms and shipment terms,
and the level of service for the quote. The payment terms are stored as common codes with PAYMENT_TERMS as the code type. The level of service is stored as common codes with LEVEL_OF_SERVICE as the code type. |
End-user impact
- Based on the configuration, a user can search for customers based on the customer type.
- Based on the configuration, either the Business radio button or the Consumer radio button is selected by default in the Customer Search dialog box.
Implementation
This section explains the configurations for this functionality:
- You can configure the Enable Customer Type Search rule appropriately to enable users to search for a customer based on the type of customer.
- You can configure the customer type that is to be selected by default in the Customer Search dialog box by configuring the Customer Type To Be Defaulted In Search rule.