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Request Approval for a Quote

Question & Answer


Question

Request Approval for a Quote

Answer

Request Approval for a Quote

About this task

Youcan present a quote to a customer only if the quote is in the Approved status.You can place a request for a quote to be approved. However you canplace the request for approval only if all the products in the quotehave been validated. If any of the products in the quote fails validationyou must modify the quote appropriately before you request approvalfor the quote.

After you place a request forapproval of a quote the quote will be automatically approved if thequote does not require any approval. If the quote requires approvalthe quote must be approved by all the approvers before it can be presentedto a customer.

An approval is required for aquote if any or all of the following conditions are met:

  • Any of the products in a quote violates an approvalrule. For example let us suppose that an approval rule has been configuredsuch that the quote requires approval every time the expiration dateof the quote is modified. In such a scenario if you modify the expirationdate of the quote the quote must be approved by an approver beforeyou can present it to a customer.
  • The adjustments applied to a quote or any of theproducts in a quote under a manual pricing rule exceed the maximumdiscount limit configured for a rule. For example if the maximumdiscount limit configured for a 32'' LCD television under a manualpricing rule is 5% and you offer a discount of 7% to a customerthe quote must be approved before you can present it to the customer.

If any of the products in a quote requiresapproval the Pricing Rule Violation icon is displayed underthe Product column in the Quote Details screen with the tooltipindicating the reason why approval is required for the line. For examplelet us suppose that the maximum discount that can be applied to anLCD television under a pricing rule is 5%. During the process of negotiationswith a customer you may offer a 7% discount. In such a scenarioyou must send the quote for approval to your approver.

Note: Ensure that you have made all the necessary modificationsto the quote before sending the quote for approval. After a quoteis sent for approval you cannot perform any modifications to thequote.

To request approval for a quote:

Procedure

  1. Log in to Sterling Field Sales.
  2. The application home page is displayed.Perform one of the following steps:
    • Click the Find Quote hyperlink.
    • Click the Opportunities tab.In the Opportunity home page click the Find Quote hyperlink.
    • Click the Quotes tab. Inthe Quote home page click the Find Quote hyperlink.
    • Navigate to the Opportunity Details screen andthen click the Quote Name hyperlink in the Quotes panel.In this scenario ignore steps 3 and 4 and proceed to step 5.
    • Under the Navigation panelclick Search... enter the name of the quoteas the search criteria and then click the Search icon. TheQuick Search Results screen displays a maximum of 10 quotes and 10opportunities matching the search criteria.
      Note: The Navigation panel is displayedonly if you have not selected the Hide Navigation Panel userpreference.

      If the quote that you are searchingfor is displayed in the Matches on Quotes panelclick the corresponding Quote Name hyperlink or double-click the correspondingrow. The Quote Summary screen is displayed. In this scenario ignoresteps 3 and 4 and proceed to step 5.

      Howeverif the quote that you are searching for is not displayed in the Matcheson Quotes panel click Advanced Quote Search.

  3. The Quote Search screen is displayed. Enterthe appropriate search criteria and click Search.
  4. The quotes matching the search criteriaare displayed in the Search Results panel. Clickthe corresponding Quote Name hyperlink or double-click the correspondingrow.
    Note: If only one quotematches the search criteria the details of the corresponding quoteare automatically displayed.
  5. The Quote Summary screen is displayed. Underthe Tasks panel click Request Approval.
    • If the quote has any product lines that have failedvalidation the Validate Quote screen is displayed. You can view thequote lines and recommended lines that have failed validation. Youmust modify the quote appropriately before you can request approvalof the quote.
    • If the quote does not require approval the statusof the quote is changed to Approved.
    • If the quote requires approval the Approvals screenis displayed. The Pending Approval icon is displayed adjacentto the Status field to indicate that the quote is pending approval.
"

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Document Information

Modified date:
08 December 2018

UID

ibm10760211

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