Viewing the details of a line violating a manual pricing rule

You can view the details of the line-level violations for a quote. For example, if you are an approver, you may want to see the details of the violations before approving or rejecting the quote because you want to verify whether the discount that has been offered is justified or not.

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. Perform either of the following steps:
   • For a quote that is either approved or rejected: click the Actions hyperlink and then click View Approvals.
   • For a quote that is pending approval: click the Actions hyperlink and then click Approvals.
6. The Approvals screen is displayed, with the Approval Trail panel displaying the list of approvers for the quote. Perform the following steps:
   1. To view the details of the violations that have to be approved by a user, click the corresponding row.
   2. A Violations That Require Approval panel is displayed to the right, displaying the list of header-level and line-level rule violations that have to be approved by the corresponding user. Click the <line-level rule violation> hyperlink to view the details of all the lines for the corresponding violation.

      The Violations That Require Approval dialog box displays the details of the rule and the lines that have violated that rule. You can view the following information:

      - The Lines Violating Rule panel displays the details of the lines that have violated the rule, such as the unit price of the products, the adjustments applied to the products, and so on.

      - The Other Violations panel displays the other rule violations that have to be approved by the user. Click the <line-level rule violation> hyperlink to view the details of the rule and the lines that have violated that rule.

      - The Line Pricing Summary panel displays the price summary of a line that you select in the Lines Violating Rule panel. You can view the adjustments applied to the line, line total, profit margin, and so on.

   3. Click Close to close the Violations That Require Approval dialog box and return to the Approvals screen.