Quote fulfillment pipeline
From its creation, a quote flows through a set of transactions and statuses until its completion. The chain of quote transactions and statuses is called the Quote Fulfillment pipeline.
The following statuses can be used in a Quote Fulfillment pipeline:
- Created - A quote has been created.
- Approved - The quote has been approved by all the required approvers, if any.
- Presented - The quote has been presented to the customer.
- Rejected - The quote has been rejected by the customer.
- Accepted - The quote has been accepted by the customer.
- Ordered - An order has been created from the quote.
- Abandoned - The quote has been abandoned for one
of the following reasons:
- When a quote is accepted by a customer, all the associated quotes for that opportunity are abandoned.
- The customer no longer wants to negotiate on the quote.
- The quote has expired.
Following is a graphical representation of the Quote
Fulfillment pipeline.
Note: Special requests can be handled through pipeline
extensions, and implemented by setting a condition in the Quote Fulfillment
pipeline to determine if the line item is a special request. If the
condition flag returns Y, indicating that the line item is a special
request, the createOrder API call automatically moves the status of
the line item to Awaiting Special Request Completion, enabling the
special request to be picked up by a special request transaction.
After the engineering team resolves the special request, the team
manually moves the quote line to the Special Request Completed status,
enabling the line item to be sent for approval in the Quote Fulfillment
pipeline.