Quote Integration Status

Quote Integration Status

Quote integration status allows for syncing between ClaricoQUOTE and ERP system. ClaricoQUOTE provides several quote status options giving users the ability to customize syncing to best suit their quoting process. See below for available status options.  

Property: IntegrationStatus
Type: enum

    public enum IntegrationStatusEnum
    {
        NotProcessed = 0,
        Process_Saved = 5,
        Process_Completed = 10,
        Process_Rework = 20,
        Process_Revised = 25,
        Process_Won = 30,
        Process_Lost = 40,
        Processed = 50,
        Error = 95,
    }

Definitions
Not Processed: Quote is in draft status.
Process Saved: User has saved quote by selecting "Finished". 
Process Completed: User has "completed" quote and it is ready to sync to ERP system. 
Process Rework: Previously completed quote has been modified and needs to be re-synced with ERP system.
Process Revised: A quote revision has been created and this quote is no longer the active quote. 
Process Won: A previously completed quote has been "won" and can be converted into a job. 
Process Lost: A previously completed quote has been "lost". 
Processed: A quote has been processed by the ERP system.
Error: An error has occurred and quote cannot be processed. Error must be corrected before quote can be synced to ERP system. 


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