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In order to don't have to re do from scratch the configuration of a One Quote for similar clients or to requote same products when an active quote expires, Account managers have the possibility to:

  • Extend validity dates of a quote without any approval requested
  • Renew an active or an expired One Quote
  • Clone an existing One Quote


I/ Extend One Quote

As an Account Manager, I can without approval extend once the validity of my quote by 30 days.

This feature is available clicking the "Extend One Quote" button (1) at the top of the One Quote layout

Conditions for the button to be displayed:

  • The One Quote status has to be "Closed - Sales Started"
  • AND the “Quote extended ?” checkbox has to be false

After confirming the Extension (2):

  • “Price Valid To Internal” is updated to CURRENT “Valid to (internal)” date + 30 days

  • “Quote extended ?” is updated to true

  • The creation of a new task is triggered for data input into SAP with a subject named “Load Price to SAP - Extension” (3)



II/ Renew One Quote

As an Account Manager, I can do a full cloning of an existing quote to don't have to configure it from scratch again.

The feature is available clicking "Renew Quote" button (1) at the top of the One Quote layout

Conditions for the button to be displayed:

  • The One Quote status has to be "Closed - Sales Started" or "Expired"

Renewall steps:

  1. First screen (2) asks the user to confirm the date fields preopoluated following dates creation rules: 
    1. Price Valid From
    2. Price Valid To
    3. Offer Expiring By
  2. After clicking on “Next” we check if there is some OQLI not matching anymore the criterias to be added to the renewed quote. If one of the condition below is met the product line won't be cloned and displayed on the second screen for information:
    1. OQLI.SLV44_Product_Level_5__c.IsActive=False
    2. OR OQLI.SLV44_Product_Level_5__c.SLV44_Allow_Product_on_Quote__c = False
    3. OR No active “Region and Market Pricing” records link to the product level 4 with the same combination of BU/Pricing Region than the One Quote
  3. Then clicking on “Next” we perform the full cloning with the updates below:
    1. One Quote Updates:
      1. Dates values coming from the first screen
      2. Status of the renewed One Quote updated to “Draft”
      3. ID of the original quote populated on the One Quote “Renewed From” lookup field
      4. SLV44_Quoted_extended__c field updated to false
    2. One Quote line item Updates:
      1. Clone all the OQLI not matching criterias of the second step
      2. Copy all fields except approver fields, Region and market pricing, volume bracket, One Quote
      3. All fields below will be well recomputed: Margin Policy bracket, all price guidance fields, ICM %, Discount, Approvers fields
      4. RMP and volume bracket lookups are automatically recalculated
      5. ID of the original One Quote line items populated on the new One Quote line item “Renewed From” lookup field
      6. ID of the renewed One Quote one the One Quote lookup
      7. “IsActive” field updated to false


III/ Clone One Quote

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