Canceling reservation

Before you begin

The system should already have reservations for the quote lines.

Log in to Sterling™ Field Sales.
From the application sidebar menu, click Quotes.
The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
Click Search. The search results display quotes matching the search criteria.
- If only one quote matches the search criteria, the Quote Details screen is displayed.
- If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
The Quote Details screen is displayed with the Products tab highlighted.
From the Actions menu, select Check Availability. The Check Availability window is displayed. In the Fulfillment Details tab, the reservation information for the quote lines is displayed.
Click Cancel Reservation. An appropriate message is displayed indicating that the reservation has been successfully canceled.

If reservation is made for a product in the quote and later if the product is removed from the quote or a certain quantity of the product is reduced, the reservation for the product is not automatically cancelled. Instead, it becomes an unallocated reservation and such records are listed in the Unallocated Reservations tab in the Check Availability window. You can cancel such reservations by clicking Cancel All.

You can click Close to close the window.