Quote, order, and line item statuses
This table describes quote statuses:
| Status | Description |
|---|---|
| Open | The quote has been created and is actively being modified. |
| Ordered | The quote has been converted to an order and can be fulfilled by the manufacturer |
| Partially Ordered | Some quote lines, but not all, have been ordered. |
| Closed | If a quote has multiple versions and one version has been fully or partially ordered, the remaining versions are automatically inactivated and set to Closed. |
| Lost | The quote was not chosen by the buyer. This status is set manually in the header details. |
| Abandoned | The quote is no longer being pursued. This status is set manually in the header details. |
| Expired | Based on the date displayed in the header details, the quote has expired. Once
expired, no transactional changes can be made to the quote; however, you can still
copy it to make a new quote or export lines from the expired quote. A quote's expiration date is based on the number of days specified in application preferences by the EQ administrator. |
This table describes order statuses:
| Status | Description |
|---|---|
| Open | The default status when an order is created or when a quote is converted to ordered/partially ordered. |
| In Review | This status is set manually in the header details. In this status, no transactional changes can be made to the order. |
| Submitted | The order has been placed. |
| Review Errors | This status is set manually in the header details. In this status, no transactional changes can be made to the order, but errors on the order require review. |
| Rejected | The order was rejected by the integrated ERP system due to a nonexistent customer, product, or configuration, for example. |
| Expired | Based on the date displayed in the header details, the order has expired. Once
expired, no transactional changes can be made to the order; however, you can still
copy it to make a new order or export lines from the expired order. The expiration date is based on the number of days specified in application preferences by the EQ administrator. |
This table describes line item statuses:
| Status | Description |
|---|---|
| (Blank) | The default status for non-configurable items. |
| Success | The default status for configurable products that do not have this pre-defined component attribute: EQ_RequiresConfigurationApproval |
| Requires Review | The default status for configurable products that have this pre-defined component attribute: EQ_RequiresConfigurationApproval |
| In Review | A user has requested review of a configurable product, and it is waiting for review by a configuration approver. |
| Approved | The configuration of a product that requires approval has been approved. |
| Rejected | The configuration of a product that requires approval has been rejected. |
| Partially Saved | A product configuration was saved but not yet finished. See also Saving and resuming a partial configuration. |
| Failed Configuration | A red error icon is displayed. The configurable product has an invalid configuration. See also Recovering from configuration errors. |
| Failed Non-Configurable | A red error icon is displayed. This is applicable only when the integrated ERP is Infor LN, the Retrieve Non-Configured Price in ERP preference is enabled, and the non-configurable product added to the quote or order does not exist in LN. |
| Pending | An orange clock icon is displayed. This is applicable only when CPQ Enterprise Quoting is integrated with Salesforce and a configurable product is added via Salesforce. The configuration is not saved in Salesforce, so it must be manually reconfigured in CPQ Enterprise Quoting. |
| Disabled | The line item product has been disabled on the Products form under Product Maintenance in the menu. This is applicable to configurable and non-configurable products. |