Contract Quotation Send for Approval
Explanation
This activity is used to send the Request Contract Quotation for Customer
approval. When the Request Contract Quotation has been Sent for Approval, it
is no longer possible to edit the quotation nor add new Contract lines. A Customer can
either Accept or
Reject the Quotation.
If the Quotation is Accepted:
- The Request Contract Quotation is set to status Accepted.
- The Request Contract Quotation Lines are set to status Accepted.
- The Request Contract will be set to Active.
If the Quotation is Rejected
- The Request Contract Quotation is set to Rejected.
- The associated Request Quotation Contract Lines are set to the Rejected.
- The actual Contract Lines created as part of the process will be Deleted.
- The actual Request Contract created as part of the quotation process will be Deleted.
Prerequisites
- Request Contract Quotation should be in New status.
- At least one Contract line should exist.
System Effects
As a result of this activity,
- The Request Contract Quotation details (Quotation totals, Invoicing info, Revaluation
details, Customer Agreements and Recurring Service Programs) will be saved
(Snapshot) at the time you send the quotation for approval.
- Request Contract Quotation lines (Invoicing info/Price rule, Benefit plan, Services,
Coverage and SLA) will be saved (Snapshot) at the time you send the
quotation for approval.
- The Request Contract Quotation status will change from New to
Sent for Approval.
- The Request Contract Quotation becomes read-only.