Managing your wireline quotes

The Quote Tracking page shows the list and status of quote requests. To access this module,

  1. Go to the Service Catalog module.

  2. Click on the Quote Tracking panel.

Available Columns in the Quote Tracking module

Column

Description

Column

Description

Quote #

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 region.

Country

Displays the name of the country.

State

 

City

 

Requestor

Displays the name of the requestor.

Quote - Date

Displays the creation date of the 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 view details for that quote.

 

Vendors Proposal

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

 

Quote Comments

Click the magnifying glass icon to view and add comments to the 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 approve or return to the requestor.

 

Delete Draft

Click the red x icon to remove the draft for the quote.

Cancel Quote

Click the red x icon to cancel the quote.

 

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.

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.


Copyright © 2021 Asignet USA Inc. All Rights Reserved.
You may not reproduce this document in whole or in part without permission in writing from Asignet USA Inc.