Rejecting an approval request for a quote

If a quote is pending your approval, you can reject the request for approval if you do not want the quote to be presented to a customer in its current form. For example, if the discount offered for a product exceeds the maximum discount allowed for that product by more than 50%, and you do not want to approve the discount offered, you can reject the approval request.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. 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.
5. The Quote Details screen is displayed with the Products tab highlighted.
6. Click the Actions hyperlink and then click Approvals.
7. The Approvals screen is displayed. The Pending Approval icon is displayed adjacent to the Status field to indicate that the quote is pending approval. Click Reject. Alternatively, click the Actions hyperlink and then click Reject.
8. The Reject Reason dialog box is displayed. In the Provide a reject reason* box, enter appropriate notes. For example, you can enter notes to explain why you are rejecting the quote.
9. Click Confirm.

   The Reject Reason dialog box is closed and the Approvals screen is displayed. The Approval Rejected is displayed adjacent to the Status field to indicate that the request for approval of the quote has been rejected.

   Note: * indicates that the field is mandatory.