Defining transaction rules for quotes

You can define additional rules for quotes as an advanced configuration.

1. From the tree in the application rules side panel, choose Document Specific > Quote > Fulfillment > Transaction Specific Rules. The Transaction Specific Rules window displays.
2. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
3. Choose the Save icon.

   Table 1. Transaction rules window for quotes

   Field	Description
   Order Monitor
   Order Monitor Relog Interval	Enter the number of hours after which the order monitor raises an action if a quote remains in the same status in the pipeline. Once an alert is raised, the same alert should not be raised over and over again at every run. Relog intervals control how soon after the previous alert the next alert should be triggered. Important: This field has no impact on the Enhanced Quote Monitor.
   Expected Dates On Order
   Do Not Recompute Expected Dates When Requested Dates On The Order Are Changed	Check this box when you do not want the requested dates on the order line to be synchronized with the expected dates on the order line schedule. Note: The dates are synchronized only during the line creation.
   Order Approval
   Hold Type To Be Applied When Order Needs Approval	Select the hold type you want to be applied when an order requires approval. Note: The hold is triggered internally by the system, and therefore, should not be set to automatically apply in the hold configuration.