Accept Quotation

Explanation

Use this activity to accept a quotation. This activity is intended for a B2B user acting as a B2B Customer.

You reach this activity by the Lobby Page: Order Management for Customers. Open or Open (Expire in 30 Days) from Lobby Element: Quotations.

Accepted quotations can be viewed in Accepted/Rejected Quotations page. If customer order is created from the quotation the Order Reference is displayed on quotation line level in Products group

Note: Accept a quotation is only possible on header level.

Prerequisites

• In the Customer page, the B2B option must be enabled for the appropriate customer.
• Only quotations connected to the user’s default customer, set up in B2B User – Customer page, are presented.
• Accept is only possible for open quotations, i.e. quotation header is in Released status, quotation have at least one line in Released status, expiration date is not in the past, and it has no line in Planned status.

System Effects

If Automatic Creation of Order from Quotation option in Customer page is disabled, when the B2B user accepts a quotation, the quotation will get Won State. If the mentioned option is enabled, when the B2B user accepts a quotation, a customer order will also be created from the quotation.

After accepting the quotation, the displayed status to the B2B user is Accepted.

Note: If the quotation consists of parts not included in customer allowed assortments and sales is limited to assortments, the State will change to Won (i.e. no customer order will be created).

Pages

Open Quotations
Order Management for Customers

Activity Diagrams

Answer Sales Quotation, B2B