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Release 7.0

Quote History

scQuoteHistory sc-quote-history

This widget allow customers to search for quotes using different criteria. The user can also navigate to the quote detail. In addition, users can accept, cancel or submit the quote again.

When a quote is created using Quote Again functionality there are some special considerations: 

•Canceled lines are included only if canceled lines are configured to be displayed

•Override prices are not preserved in the newly created quote

•Ship to address overrides, kit component adjustments, comments and miscellaneous lines are preserved in the newly created quote

 

Sample Views

1- Quote History

Once a quote is submitted it must be reviewed and/or edited internally.  Once all internal reviews/edits are complete and the quote status meets the Management Console configuration the web user will be able to either accept or cancel the quote. 

If the status is Pending, that tells the user that the quote has not been internally reviewed yet.  If the quote is in Ready to Review that indicates to the user that the quote has been internally reviewed and is waiting for them to either accept it or cancel it.  Canceled status means that the quote was either rejected by the user or by the business. If the Management Console is set to not allow foreign transactions and the quote is in a foreign currency the status will be Not Allowed. Finally, a complete status indicates that the quote was accepted and has been converted into a sale.

Quote acceptance can occur at the order level or the detail line level based on Management Console configuration. In either case to accept a quote the user will locate the quote in Quote History.


2- Quote History Advanced Filter
As needed the user may filter the quote history records by the additional filters seen below.
3- Review Acceptance Modal

If there are items on a quote that are not ready for acceptance the user will be advised.

4- Cancel Quote Confirmation Modal
When the user elects to cancel a quote they will be required to confirm this action.
5- Quote Detail - List Display Mode
Quote details may be seen in tabular mode or list mode.  The example below is list mode.
6- Quote Detail - Tabular Display Mode
Quote details may be seen in tabular mode or list mode.  The example below is tabular mode.
7- Quote History Empty State
When there are no quote history records to display the user will see the empty state screen as seen below.
Product Display Mode
Defines if products are displayed in content or tabular mode.
Print Friendly Image
Selector of the Company image to be displayed in Print friendly.
Cross Reference Type for Customer Product Number
Ecommerce > Settings
JD Edwards item cross reference type code representing customer item number.
Freight Line Type
Shipping > Settings
The line type that will be assigned to the freight line generated on orders that contain products to be shipped to the customer/consumer.
Store Companies
Profile > Account Receivable
Companies for which information will be displayed.
Quote Entry P4210 Version
Sales > Quotes
Designates the version of the Sales Order application (P4210) that will be used in the Solution for quote order entry.
Quote Conversion Acceptance Level
Sales > Quotes
Quotes can be accepted and converted to sales order in one of two methods.  Possible options are:
  • Order level: the user will either accept or decline the quote in its entirety.
  • Detail level: the user can pick and choose which lines from the quote are accepted and which are declined.
Quote Document Restriction
Sales > Quotes
Quote Order Types to Display in Quote History.
Quote Conversion Required line status
Sales > Quotes
The next status (NXTR) required for status quote lines to be considered "Pending for Review."
Sales Order Display cancelled lines
Sales > Settings
When displaying details of a sales order canceled sales order lines can be displayed or hidden from web user.
Synchronize Pricing UOM with Transaction UOM
Sales > Settings

Standard JDE uses the pricing UOM to display the unit price and the transaction UOM to display the extended price. This setting allows you to decide if you want to synchronize the pricing UOM with the transaction UOM.  For example on the item master you might have an item setup with EA as the transaction UOM, but CA as the pricing UOM.  When this option is turned on the pricing UOM for the order will be updated and synchronized with the transaction UOM selected.  If the UOM is not synchronized Product Content will display the price with the pricing UOM displayed next to it. If the user changes the UOM then the price will be recalculated. In addition, checkout, place quote, and modify order processes (and the associated email confirmations) will also display the pricing UOM next to the price.

Yes - Synchronize the pricing and transaction UOM

No -  Do not synchronize the pricing and transaction UOM

Allow Foreign Transactions
Sales > Settings

Determines if orders can be recorded in a currency other than the base currency of the company. Possible Options are:

  • Yes - Allow and display foreign currency. For customers currency will pull from the customer master.  For consumers the currency will pull from the default customer assigned in the Management Console.
  • No - Do not allow or display foreign currency
Decimal Places to Display Prices
Sales > Settings
Determines how many decimal places are displayed for the unit price.
Decimal Places to Display Totals
Sales > Settings
Determines how many decimal places are displayed for totals.
Calculate Tax in History Search
Sales > Settings
Determines if tax is calculated in historical searches. This setting applies for the Search and the Detail views as follows:
  • Shopping History - Search by Items
  • Order Detail
  • Invoice Detail
  • Return Detail (not available for Electronic Invoice Presentment and Payment (EIPP))
  • Quote Detail (not available for Electronic Invoice Presentment and Payment (EIPP))

For Customers working with Tax included it is recommended to configure the setting On.

Unit of measure display mode
Inventory

Unit of measure display mode. The options are: 

  • Do not display UOM
  • Show UOM as a display only field
  • Enable UOM selection by the user
Please note that when this setting allows the user to selection a new UOM the list of UOM available to the customer is dependent on the F41003 (primary and transaction UOM as well as all UOM that can be converted to those) or the F41002 (all UOM for the item).  In all cases the UOM must be configured for the Store to appear in the Ecommerce selection list.
Enable preferences cookies
Web Site > Cookies
Enable preferences cookies (used to save web user preferences like page size, sort by, layout mode).
Display product images
Web Site > General Behavior
Determines if product images will be displayed or not.
Display product images in tabular mode
Web Site > General Behavior
Determines if product images will be displayed in tabular mode.
Paging display mode
Web Site > Paging Configuration
The options are:
  • Enable user to change the number of records per page
  • Show fixed records per page
  • No paging
Number of products per page - On Grid
Web Site > Paging Configuration
Page size options when viewing in grid mode.
Default page size - On Grid
Web Site > Paging Configuration
The default page size when viewing products in grid mode.
Number of products per page - On List
Web Site > Paging Configuration
Page size options when viewing in list mode.
Default page size - On List
Web Site > Paging Configuration
The default page size when viewing products in list mode.
Display product number
Inventory
For CMS stores this is the product number that will be displayed upon entry and validation of a product. For Electronic Invoice Presentment and Payment (EIPP) stores this is the product number shown in order and invoice history. This is also the product number that will be used throughout the Management Console. 
Quote Order Conversion to Sales Order
If the web user does not have permission to convert quotes then the user is redirected to an internal error page where an error message is displayed. (“You are not authorized to execute this action”).
Quote Order Entry
Determines if the web user is allowed to create quotes.
Change Default Ship To
If the user has no permission to change default ship to then the option is disabled.