Configuring 'Customer quotation' workflows for the customer portal
You can configure web definitions (online forms) that support the workflow of customer quotations. These definitions will enable end users (your customers) to review, approve or reject quotations on their customer portal. They can also consult any additional information (communication logs and and quotation lines).
Preconditions
The Customer quotation workflow configuration in Web Configuration must connect to the customer quotation configuration of your back-office. Therefore the following preconditions have to be met:
• user-defined business objects must be configured for the Customer quotations business object in Field definer . This is important because a Details page is always based on a user-defined Customer quotation.
• relevant user-defined statuses and status transitions must be configured for the Customer quotations business object in Field definer .
 | Example: In preparation (under system status: In preparation), Ready for approval (under system status: Completed), Approved (under system status: Accepted), Rejected (under system status: Refused), Withdrawn (under system status: Withdrawn). |
• relevant user-defined business objects must be configured for the Communication logs business object in Field definer .
Web definitions
The following web definitions are involved in the workflow configuration:
• Customer quotation list - creates a list form with a search bar, for viewing and searching customer quotations. On the list definition's action panel, you can add a sub, creating a:
• Customer quotations details page.
◦ On this page you can either:
- define the fields and bars which are visible on the Details page when viewing a selected customer quotation.
- choose to add blocks and actions (creating a Workflow subdetails and a Workflow edit page) that are unique to this web definition
- or you can link 'stand-alone', reusable Customer quotation subdetails and Customer quotation edit web definitions, which will have the same effect (see below: these reusable definitions can be used for multiple other Customer quotation list web definitions).
• Customer quotation subdetails - web definition with detailed information that can either be linked as 'stand-alone' definition to multiple Customer quotation list definitions, via a reference on the Details page > Blocks > Workflow subdetails definition field, or can be added as a subdetails block to a Customer quotations details definition.
• Customer quotation edit - web definition that can either be linked as 'stand-alone' definition to multiple Customer quotation list definitions, via a reference on the Details page > Actions > Workflow edit definition field, or can be added as a sub edit block to a Customer quotations details definition. It allows customers to make status changes and add comments to the quotations and upload these to the Service Provider's back-office.