Question & Answer
Question
Quote Expiration Policy
Answer
Quote Expiration Policy
The expiration date for quotes is determined bythe following configurations:
If a Field Sales Representative overrides the expirationdate in a quote the date entered is in effect for the lifecycle ofthe quote or until the Field Sales Representative enters anotherdate.
If a Field Sales Representative does not overridethe expiration date in a quote the expiration date is computed bythe system. When a quote is presented to a customer:
- If the quote does not already contain an expirationdate the expiration date stamped in the quote is computed as follows:
- If the quote already contains an expiration datethe expiration date stamped in the quote is computed as follows:
If a customer rejects a quote and if the RecalculateExpiration Date rule has not been activated the expiration date isnot recomputed and it remains the same. However if the RecalculateExpiration Date rule has been activated the expiration date in thequote is recomputed as follows:
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Document Information
Modified date:
08 December 2018
UID
ibm10760729