You can define a quote fulfillment process type's primary information.
To define a quote fulfillment process type's primary information:
Field | Description |
---|---|
Process Type | The process type ID. Enter QUOTE_FULFILLMENT. |
Process Type Name | Enter the name of the process type, Quote Fulfillment. |
Description | Enter a brief description of the process type. |
Document Classification | Select the Quote document type from the drop-down list. |
Validate Item During Order Creation/ Modification | Select this field if you want item IDs and units of measure to be validated against the Catalog Management application (or external Catalog Management application) upon quote creation or adding a quote line. |
Log Audits For Draft Order | Select this field if you want the system to log audit records
when modifications are made to quotes. Note: A
quote is in a draft status throughout the quote fulfillment lifecycle.
|
Allow Price Calculation For Draft Orders | Select this field if you want to be able to associate a price with an item during quote creation. |
Default Delivery Method Based On Catalog | Select Default Delivery Method Based On Catalog if you want the system to default to the configured delivery method assigned to items set up as Delivery Allowed in the catalog. |