Validating a quote

Sterling™ Field Sales enables a user to view the quote lines and recommended lines in a quote that have failed validation in a quote. A user can also view the reasons why the lines failed validation.

A quote may contain items that are not valid for the quote. Therefore, it is necessary that a quote is validated to ensure that all the items or the item quantity in the quote is valid for that quote. For example, if the item quantity in a quote is more than the maximum quantity that can be ordered for that particular item, the item quantity must be modified before a Field Sales Representative can present the quote to a customer.

Solution

The validateItemsForOrdering API is called to retrieve the quote lines and recommended lines failing validation. The getCompleteOrderDetails API is called to retrieve the quote header information.

Sterling Field Sales verifies whether the items or the item quantity in a quote is valid for the quote when a user performs any of the following tasks:

• Requests approval for the quote
• Presents the quote to a customer
• Converts the quote to an order

End-user impact

None.

Implementation

None.