Viewing the quote price for a different pricing date

The pricing date of a quote is the date on which the quote is created. The quote price and the pricing adjustments applied to the quote may differ based on the pricing date. You can view the quote price and adjustments that are valid for a particular date by modifying the pricing date of the corresponding quote.

About this task

To view the quote price for a different pricing date by modifying the pricing date of the quote:

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. Click the Calendar icon adjacent to the Pricing Date field and select a different pricing date. The initial pricing date of a quote is the date on which the quote is created.
6. Click Save.

   The Quote Details screen is refreshed with the updated pricing information.