Past Quotes

Quotes are valid for a finite number of days. The number of days are defined by the client. The quote submitted by a contractor will expire after the configured number of days.

Example of functionality in use

• The number of days after which the quote will be expired is calculated from the date when the quote is submitted by the Contractor.

• The user notified and the person who completes the pre-quote form will be sent an email two days before the quote expiration date.

Expired quotes

Expired quotes will be available on the following pages:

1st Level Quote Review:

1. Service > Authorizations > Awaiting Review.

2. Select Quote > Quote Detail.

   This page is used for the 1st Level Quote review.

   If a user opens an expired quote, the following options will be available in the Review Action drop-down menu:

   • Cancel Quote

   • Re-Quote

3. Choose between two options:

   • If the expired quote needs to be re-processed, the approver user should select Re-quote.

   • If not, the approver user will select the valid quote to approve, and the expired quotes will be automatically rejected.

2nd Level Quote Review

1. Service > Authorisations >2nd Level Review > 2nd Level Review Detail

   This page is used for the 2nd level Quote review.

2. Select Reject from the Review Action drop-down menu.

3. Click the Submit button.

Configuration of functionality

The Awaiting Review and 2nd Level Review tables are configurable by role. This setting can be enabled with either view rights only or with full access.

Other Notes

The 2nd Level Quote Review for an expired quote can only be rejected. Once the quote is rejected, a Quote Rejected e-mail will be sent to the contractor. The rejected quotes will be located in the Past Quotes table (Service >Authorizations > Past Quotes) and will have a status of Rejected.