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Quote to Order Conversion — Cloud Customer Connect
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Quote to Order Conversion

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edited May 19, 2019 11:50AM in Configure Price Quote 2 comments

Summary

Quote to Order Conversion - Options (Manual/EDI/Misc.)

Content

Hi,

    We have a situation currently exploring the options on finalizing solution options,

Requirement: 

Step 1: Leverage Configure, Price & Quote for Quote & Negotiation Cycle

Step 2: Quote Approval Process 

Step 3: Tricky Part, Instead of Pushing into Order Management from Quote, We will receive an Order Signal from our Partners via B2B/EDI to Process further into Order Management & Beyond

 

Just checking and see how others have solved the similar need, We see a potential Intermediate Step to Validate and stop the Order from being out of sync.

 

Regards,

Pramod A

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