Reject Quotation

Explanation

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

You can perform this activity from the lobby page: Order Management for Customers using the the lobby link: Open or Open (Expire in 30 Days) from lobby element: Quotations.

If you like to view more information about the selected quotation and then reject it, click on Details button. Quotation Details page opens. You can view detailed information about the quotation and then click on Reject button to reject the quotation. Or you can directly reject the quotation in Open Quotations page by clicking on Reject button. In the opened dialog box enter the rejection reason.

You can view rejected Quotations in Accepted/Rejected Quotations page.

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

Prerequisites

• In the Customer, 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.
• Reject 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

• Quotation’s header and released lines get Rejected status.
• In Enterprise Explorer, rejected reason is stored in the Won/Lost/Rejected Note field. It is also registered in the quotation history.
• Planning will treat a rejected sales quotation the same as a released sales quotation.

When the company finds out that a quotation is rejected by the B2B Customer, they can change the quotation status to Lost or they can adjust the quotation and resubmit it to the customer. If adjustments made are in revision handled fields the quotation will get a new revision and quotation’s header and changed lines will get Revised status. Won/Lost/Rejected Note field will get empty as well. The company should release this quotation to be shown as an open quotation to the B2B customer.

Pages

Open Quotations

Activity Diagrams

Answer Sales Quotation, B2B