Cancel Quotation

Explanation

You can cancel an entire quotation by using Cancel Quotation in the header menu in the Sales Quotation or Sales Quotations pages. This activity can be performed from any status except Closed or status Released where an order has been created from at least one quotation line.

If you only want to cancel a quotation line, on Sales Quotation/Lines select the appropriate line, select Cancel Quotation Line in the Status menu. You can also cancel a line using Cancel Quotation Line in the status menu on the Sales Quotation Lines page.

When a quotation line or entire quotation has been canceled, its status changes to Canceled, and no further transactions can be performed.

Prerequisites

For an entire quotation;

• The quotation header must be in a status other than Closed.
• An order must not have been created for any of the quotation lines.

For a quotation line;

• An order must not have been created for the particular quotation line.
• The quotation line should only have a connection to pack size charge type charge line on Sales Quotation/Charges. If a connection is available to any other type of a charge line, the charge line will have to be deleted first. 

System Effects

The status for the quotation or quotation line is updated to Canceled and no further transactions can be performed.

Pages

Sales Quotation
Sales Quotation Lines
Sales Quotations

Activity Diagrams

Enter Sales Quotation
Enter Sales Quotation, CTO
Handle Sales Quotation