Quote Line Items related section

The Quote Line Items related section displays the line items linked to the selected Quote. You can access this section from the Quote details page.

Note: 
  • You cannot modify the Quote Line Item data when the Quote status is set to:
    • Awarded
    • Lost
    • Replaced
    • Canceled
    • Deleted
  • The workspace can be different based on the access rights provided to you or the customization.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Associate: Use this option to associate a product to the quote. This option is displayed only for the quotes with the Approved or Open status.
  • Add Custom Product: Use this option to add a new custom product. This option is displayed only for the quotes with the Approved or Open status.
    Note: This option is not displayed if the administrator has restricted access in the Custom Settings.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data of the Quote Line Items linked to the selected Quote.

For each record, you can:

  • Click the line item name or Edit to view or modify the quote line item data in the details page. This option is displayed only for the quotes with the Approved or Open status.
  • Use the Refresh Pricing option to retrieve the latest pricing data from the integrated back office application. This option is displayed only for the quotes with the Approved or Open status and when the Back Office Extension is enabled.
  • Use the Remove Association option to disassociate a line item from the Quote. This option is displayed only for the quotes with the Approved or Open status.
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