The Quote Tracking page , as part of the Service Catalog application, shows the list and status of quote requests.

In each column, there is information or a link that displays different actions for the quote.

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Column Descriptions

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To access this module,

1. Go to the Service Catalog module.

2. Click on the Quote Tracking panel.

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Available Columns in the Quote Tracking module

Column	Description
Quote #

Displays

This is the platform generated quote number.
Site	The Location Code for the site selected in the quote.
Site Name	The Location Name for the site selected in the quote.
Region	Displays the specific

site

region.
Country	Displays the name of the country.

Region

Displays the specific region.

Site Name

State
City
Requestor	Displays the name of the

site

requestor.
Quote - Date	Displays the creation date of the quote.

Requestor

Displays the name of the requestor.

Quote

Quote - Created By	Displays the name who created the quote.
Status	Displays the status of the quote. Pending Approval Pending of proposals Ready to Select Vendor Order Sent Pending to send
Guest Providers	Displays the number of guest providers for the quote.
@Quotes returned by the Vendor
Vendors with Proposal	Displays the number of vendors with a proposal for the quote.
Quote Detail	Click the magnifying glass icon to

open a new window which will allow to

view details for that quote. Image Added
Vendors Proposal	Click the magnifying glass icon

to open a new window which will allow

to view and select a proposal from the vendors for that quote. Image Added
Quote Comments	Click the magnifying glass icon

to open a new window which will allow

to view and add comments

for that

to the quote. Image Added
Continue Your Pending Quote	Click the magnifying glass icon to open a new window which will allow to continue for that pending quote.
Approve Quote	Click the magnifying glass icon to

open a new window which will allow to view details and submit approval for that quote.

approve or return to the requestor. Image Added
Delete Draft	Click the red x icon to remove the draft for

that

the quote.

Filter Quotes List

The information can be filtered by:

• Requestor: Select the name of the requestor from drop-down list.

• Created By: Select the name who created the quote from drop-down list.

• Status: Select the status of the quote from drop-down list.

• Region: Select the specific region from drop-down list.

• Site: Select the specific site from drop-down list.

• Vendor: Select the specific vendor from drop-down list.

Click Filter to display list.

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The list can be exported to a spreadsheet by clicking the XLS icon.

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Cancel Quote	Click the red x icon to cancel the quote. Image Added
Reason for Cancellation	When a quote is cancelled, a comment is required. The comment is displayed here when viewing a record that was cancelled.

View Quote Details

To view the details for that quote, click the magnifying glass icon in Quote Detail column to open a new window.

View the quote details. Click Close to close the window.

Select Proposal

To view and select a proposal from the vendors for that quote, click the magnifying glass icon in Vendors Proposal column to open a new window.

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Click Create Order to proceed in creating an order based on the selected proposal. For more information, refer to New Circuit Order.

Add Comments

To view and add comments for that quote, click the magnifying glass icon in Quote Comments column to open a new window.

Enter any applicable comments in Quote Comments section. Click Add Comment.

Continue Pending Quote

To view and continue for that pending quote, click the magnifying glass icon in Continue Your Pending Quote column to open a new window.

Review the quote details and make any necessary changes. Click Submit to submit the quote request or click Save to save the draft.

Approve Quote

To view details and submit approval for that quote, click the magnifying glass icon in Approve Quote column to open a new window.

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