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.
Column Descriptions
Column Name | Description |
|---|---|
Quote # | Displays the number for the quote. |
Site | Displays the specific site. |
Country | Displays the name of the country. |
Region | Displays the specific region. |
Site Name | Displays the name of the site. |
Quote Date | Displays the creation date of the quote. |
Requestor | Displays the name of the requestor. |
Quote Created By | Displays the name who created the quote. |
Status | Displays the status of the quote.
|
Guest Providers | Displays the number of guest providers for the quote. |
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. |
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. |
Quote Comments | Click the magnifying glass icon to open a new window which will allow to view and add comments for that quote. |
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. |
Delete Draft | Click the red x to remove the draft for that 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.
The list can be exported to a spreadsheet by clicking the XLS icon.
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.
Review the proposal from the vendors and click the name from Vendor column. For example, AT&T Wireline.
Choose the proposal by clicking the check box in Select column. Click Select Proposal.
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.
Review the quote details and enter any applicable comments in Comments section. Click Approve to approve the quote request or click Return to Requestor to send the quote request back to requestor.