Quote Life Cycle

Quote Life Cycle

The provided information outlines the life cycle of a quote, detailing different stages and their corresponding statuses, integration statuses, and sent status.

  1. Create a new Quote:

    • QuoteStatus: OPEN-NEW
    • Status: 0 - Entered
    • IntegrationStatus: 0 - NotProcessed
    • Sent: 0

  2. Finish Quote:

    • QuoteStatus: OPEN-SAVED
    • Status: 5 - Completed
    • IntegrationStatus: 5 - Process_Saved
    • Sent: 0

  3. Print Quote or Send Quote:

    • QuoteStatus: OPEN-SAVED
    • Status: 30 - Sent
    • IntegrationStatus: 5 - Process_Saved
    • Sent: 2

  4. Complete Quote:

    • QuoteStatus: OPEN-COMPLETED
    • Status: 38 - Submit
    • IntegrationStatus: 10 - Process_Completed
    • Sent: Not Affected

  5. Won:

    • QuoteStatus: SUBMIT
    • Status: 38 - Submit
    • IntegrationStatus: 30 - Process_Won
    • Sent: Not Affected

  6. Lost:

    • QuoteStatus: CLOSED-LOST
    • Status: 40 - Closed
    • IntegrationStatus: 40 - Process_Lost
    • Sent: Not Affected

  7. Closed Revised:

    • QuoteStatus: CLOSED-REVISED
    • Status: 50 - Closed_Revised
    • IntegrationStatus: 25 - Process_Revised
    • Sent: Not Affected

  8. Processed by ERP System:

    • QuoteStatus: CLOSED-WON-PROCESSED
    • Status: 40 - Closed
    • IntegrationStatus: 50 - Processed
    • Sent: Not Affected

This sequence now includes the additional stage "Processed by ERP System" with its corresponding statuses.


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