Workflows in Quotes
Quotes and Sales Agreements leverage the flexibility of Workflow to manage the quote life cycle. There are two phases for workflow: Negotiation and Fulfillment. Workflow flexibility allows you to tailor your Negotiation and Fulfillment phases to your specific processes. You can choose one of the following generic seeded header-level negotiation flows, these flows can be associated to transaction types for both Sales Orders and Sales Agreements. Both can be converted to an order. Quotes can be converted to sales orders in either the Entered or Booked status (if the booking activity is synchronous). The seeded workflows are as follows:
- Negotiation Flow - Simple:This workflow does not require any approvals nor customer acceptance. However the quote can either expire or get lost if it does not progress to being converted to an order.
- Negotiation Flow—Generic: Simple negotiation flow, without approval. Prepares quote document, get customer final acceptance, convert quote to the Sales Order.
- Negotiation Flow—Generic with Approval: Flow with Approval. Prepare quote document, get management approval, get customer final acceptance, and convert the quote to an order.
In support of a quote the following Status types are predefined:
- Draft
- Pending Internal Approval
- Lost
- Pending Customer Acceptance
- Draft Submitted
- Internal Approved
- Customer Accepted
- Offer Expired - This status does not apply to Sales Agreements.
- Draft - Customer Accepted
- Draft - Customer Rejected
Seeded workflow that incorporates Internal Approval and customer acceptance After a quote has been put together, it can be submitted for approval. The relevant documents can be routed to various people in the organization, including people from Sales, Business Practice, Legal, or Finance, for review.
The list of approvers is defined at the Transaction Type level. The document must be approved by each participant in the list before the transaction is eligible to move forward in the workflow. If the approver fails to respond within the time limit, the system will re-send the notification. If the approver again fails to respond, the system will either send the notification to the next approver (if the current approver is not the last approver), or reject the notification based on the system parameter setup.
The Approver List can be accessed two ways:
- From the Transaction Type setup window: (N) > Orders, Returns > Setup > Transaction Type > Define. Select the Approvals button to bring up the Approver List.
- Navigate directly to the window: (N) > Orders, Returns > Setup > Transaction Type > Approvals.
If an approver is deleted from the list the notifications still need to be processed.
If an approver is added to the list and any transaction is pending approval they will receive a notification. The user will receive a notification and must approve or reject.
If an approver is added to the list and any transaction is pending approval they will receive a notification. The user will receive a notification and must approve or reject.
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