he Mass Edit OQLI will help Account Manager to mass update their quote line on the following fields :
- Quoted Price
- Incoterms
- Ship to
Step 1 Access the mass Edit and Filter
Step 1 : Access the mass Edit and Filter
On the One Quote Page, the Account manager need to click on the "MASS EDIT" Button to access the selection of Line to update
This button is only displayed if :
- The One Quote status is DRAFT
- He is the Owner of the Quote
Then the user access a Page where he can easily Filter on som fields of the One Quote Line before selecting them :
Product level 5 |
Manufacturing Plant |
Shipping Plant |
Ship To |
Incoterm |
Estimated Annual Volume |
Price Guidance |
Price Floor |
Quoted Price |
Rationale |
Step 2 : Select and request mass Edit
Once the Account Manager is ok on the filter he can start to Select some Lines he want to update, then click on "Mass Edit OQLI".
Only OQLI with estimated annual volume must be selected
After clicking on "Mass Edit OQLI" :
- If NO lines have been selected, there is an error message displayed.
- If a Line without estimated annual volume is select we display an error message.
The user is redirected to the One Quote page.
