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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

To request approval for a quote:

Procedure

  1. Click the Quotes tab in the menubar.
  2. The Quote Home page is displayed. Performeither of the following steps:
    • Click the Find Quote hyperlink.
    • In the Search box enter the name of thequote as the search criteria and click the Search icon. TheQuick Search Results screen displays a maximum of 10 quotes matchingthe search criteria.

      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.

      However if the quote that youare searching for is not displayed in the Matches on Quotes panelclick 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. Fromthe Actions drop-down list select RequestApproval.
  6. The Quote Summary screen is refreshed and-
    • 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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[{"Business Unit":{"code":"BU055","label":"Cognitive Applications"},"Product":{"code":"SS73G6","label":"Sterling Total Payments for Financial Services"},"Component":"","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"All Versions","Edition":"","Line of Business":{"code":"","label":""}}]

Document Information

Modified date:
08 December 2018

UID

ibm10760329

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