Modifying quote name and expiration date

Sterling™ Field Sales enables a user to modify the quote name and the quote expiration date.

A Field Sales Representative may sometimes want to modify the name of a quote and the expiration date of a quote. For example, let us suppose that a Field Sales Representative, who is working on an important quote, does not receive a response from the customer for a considerable period of time after the quote has been presented to the customer. Because the expiration date of the quote is close to the current date, the Field Sales Representative may want to modify the quote expiration date.

Solution

A user can modify the quote name and expiration date. 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 can enable the Recalculate Expiration Date rule in the Channel Applications Manager to recalculate the quote expiration date when the changeOrder API is called. If this rule is enabled, the expiration date is calculated as follows:
```
Expiration date + Default Expiration Period (Number of Days)
```
You must configure the quote modification rules appropriately to allow a user to modify the name and expiration date of a quote in a particular status.