Accepting a quote on behalf of a customer

After a quote is presented to a customer, the customer may want to accept the quote in its current form so that the quote can be converted to an order.

Solution

Sterling™ Field Sales provides the Accept related task that enables a user to accept a quote on behalf of a customer. The getCompleteOrderDetails API is called to retrieve the details of the quote to be displayed in the Accept For Customer screen after a user clicks the Accept related task. The sendBuyerResponse API is called to change the status of the quote to Accepted after the user clicks Confirm in the Accept For Customer screen.

End-user impact

None.

Implementation

The notes entered when a user accepts a quote are saved in the quote using the SAA_ACCEPTED_BY_CUSTOMER note type.