Modifying the payment terms and shipment terms in a quote
A user can modify the payment terms in a quote. A user can also modify the shipment terms in a quote, such as the carrier service, the level of service, the requested delivery date, and the shipment instructions.
A Field Sales Representative may have to modify the payment terms and shipment terms in a quote. For example, if a customer wants to change the carrier service that will be used to transport the items after a quote is converted to an order, a Field Sales Representative may have to specify a different carrier service.
Solution
A user can modify the payment terms in a quote. A user can also modify the shipment terms in a quote, such as the carrier service, the level of service, the requested delivery date, and the shipment instructions. The getScacList API is called to retrieve the list of carrier services displayed in the Carrier Service drop-down list. The getCommonCodeList API is called to populate the values in the Payment Term and the Level of Service drop-down lists. The payment terms are stored as common codes with PAYMENT_TERMS as the code type, and the level of service with LEVEL_OF_SERVICE as the code type. This data is cached. The changeOrder API is called to save the changes made to the quote.
End-user impact
None.
Implementation
This section explains the configurations for this functionality:
- You must configure the quote modification rules appropriately to allow the modification of payment terms and shipments terms in a quote in a particular status.
- Instructions entered in a quote are saved in the quote using the SHP instruction type.