You can define additional rules that are specific to the
Quote document type.
About this task
To define additional quote rules:
Procedure
- From the tree in the application rules side
panel, choose Document Specific > Quote > Fulfillment > Quote
Rules. The Quote Rules window displays.
- Enter information in the applicable fields.
Refer to Table 1 for
field value descriptions.
- Choose the Save icon.
Table 1. Quote rules window
| Field |
Description |
| Expiration Policy Before Presenting
Quote To Buyer |
| Recalculate Expiration Date |
Select this check box if you want to recalculate the expiration
date before presenting a quote to a buyer. |
| Default Expiration Period (Number Of Days) |
By default, the expiration period is 30 days. However, you
can change the expiration period, as required. The quote will expire
after the specified number of days. |
| Recommended Items |
| Quote Line Type To Use For Recommended Items |
Select the quote line type you want to use for recommended
items from the drop-down list. |