Legacy platform

Abandoning a quote

If a quote no longer serves a purpose, a Field Sales Representative may have to abandon that quote.

For example, if a Field Sales Representative creates a quote by mistake, the quote may have to be abandoned.

Solution

A user can abandon a quote from the Actions menu. When abandoning a quote, the user must select a reason. You can configure the reason codes in the Channel Applications Manager. The getCommonCodeList API is called to populate the abandon reasons. The user can also enter an appropriate note for abandoning the quote. When the user clicks Confirm, the quote is abandoned. The changeOrder API is called to save the changes. An appropriate message is displayed and the status of the quote changes to Abandoned and the inventory reservation made for the quote is cancelled. The getInventoryReservationList API is called to retrieve the reservation information and the reserveItemInventoryList API is called to cancel the reservations returned by the getInventoryReservationList API.

End-user impact

None.

Implementation

This section explains the configurations for this functionality:

  • You can configure the reason codes to enable users to provide reasons for abandoning a quote.
  • The notes entered when a user abandons a quote are saved in the quote using the SAA_QUOTE_ABANDONED note type.