Update a Client Quote

Use this activity to update a client quote.

Activity Steps

1. Access the CCCLNT—Client application from the main menu or quick launch to display the CCCLNT—Search Client screen.
2. Enter the relevant search criteria and click Search.

   Clients that match the criteria display in the grid.

3. Open the required client to display the CCCLNT—Client Detail screen.
4. Select the Invoicing tab.
5. Select the Quotes sub-tab.

   Client quotes display in the grid.

6. Select the required client quote.
7. Update the fields, as required. This only updates the details of the quote on the client; it does not update the details of the base shareable quote.
8. Click Submit.

   The client quote is updated. Proceed to open the quote associated with the client quote to update that, if required, but be warned that if the quote is shared by other clients, they are impacted if the base quote is updated.