Rejecting a quote on behalf of a customer

A user can reject a quote in an opportunity on behalf of a customer. A user can reject a quote from the Opportunity Details screen or the Quote Summary screen.

A customer may want to reject a quote because the contents of the quote do not meet the customer's requirements. In such a scenario, a Field Sales Representative may have to reject the quote on behalf of the customer.

Solution

A user can reject a quote in an opportunity on behalf of a customer. A user can reject a quote from the Opportunity Details screen or the Quote Summary screen. The getCompleteOrderDetails API is called to retrieve the details of the quote to be displayed in the Reject For Customer screen after a user clicks the Reject related task. The sendBuyerResponse API is called to change the status of the quote to Rejected.

End-user impact

None.

Implementation

The notes entered when a user rejects a quote are saved in the quote using the SAA_REJECTED_BY_CUSTOMER note type.