Legacy platform

Validating a quote

In the life cycle of a quote, validations are performed at different stages to verify whether the products or the product quantity in the quote are valid for the quote. If a quote contains product lines that have failed validation, the quote must be modified appropriately to enable a user to perform any of the following tasks:

About this task

  • Request approval of a quote
  • Present a quote to a customer
  • Convert a quote to an order

For example, if a quote contains a product whose effective end date is earlier than the current date, the quote cannot be presented to a customer until the product is removed from the quote.

To view and modify the lines that fail quote validation:

Procedure

  1. Log in to Sterling™ Field Sales.
  2. From the application sidebar menu, click Quotes.
  3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
  4. Click Search. The search results display quotes matching the search criteria.
    • If only one quote matches the search criteria, the Quote Details screen is displayed.
    • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
  5. The Quote Details screen is displayed with the Products tab highlighted.
  6. Click the Actions hyperlink and then click Validate Quote.
  7. The Validate Quote screen is displayed.
    • If none of the lines in the quote have failed validation, a message is displayed to indicate that the quote does not contain any lines failing validation.
    • If there are any quote lines failing validation, the Problem Quote Lines panel displays those lines. The Problem column displays the reason why a quote line has failed validation.
    • If there are any recommended lines failing validation, the Problem Recommended Lines panel displays those lines. The Problem column displays the reason why a recommended line has failed validation.
  8. Click the corresponding Line # hyperlink to modify the line details. The Quote Details screen is displayed, with the Products tab highlighted and the list of products filtered by the Product ID of the selected product.