Marking a quote as the primary quote
When there are multiple quotes for an opportunity, a Field Sales Representative can mark any one of the quotes as the primary quote. The primary quote is used for analysis and reporting. By default, the first quote created for an opportunity is considered as the primary quote
.
Solution
The primary quote for an opportunity is identified by a check mark and a descriptive text, and the products that are contained in the primary quote are displayed in the Products related list on the opportunity screen.
The manageOpportunity API is called for marking a quote as the primary quote in
an opportunity.
If the user chooses a non-primary quote under the same opportunity and marks
it as a primary quote, the application cancels the inventory reservations made against the original
primary quote. The getInventoryReservationList API is called to retrieve the
reservation records on the original primary quote and the reserveItemInventoryList
API is called with the QtyToBeCancelled attribute to cancel the reservations
returned by the getInventoryReservationList API. Then the user must do the
reservations again for the new primary quote.
End-user impact
None.
Implementation
None.