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View the Validation Status of Quote Line Items or Order Line Items (Managed Package)
The Status option in the Displaying list on the Summary page allows you to view the validation status of each quote line item or order line item.
This feature is part of the Communications Cloud managed package.
Two columns are associated with the Status display option: Validation Date and Validated. These columns are associated only with the Status display option by default and they aren't shown in any other display option. To customize which display option shows these columns, see Customize the Fields Associated with a Display Option.
The values in the Validation Date and Validated columns can't be entered or updated directly during enterprise quote or enterprise order enrichment. You can update the Validation Date and Validated columns only by using the Validate button. See Validate Quote Line Items in Enterprise Sales Management.
The Quote Enrich or Order Enrich button doesn't provide any functionality when the Status display option is selected because this option is intended to just show you the validation status of the quote line items or order line items. See Modify the OmniScript Associated with a Display Option.
To view the validation status:
- For an enterprise quote or enterprise order, go to the Summary page.
- Select the line items for which you want to view validation status.
- In Displaying, select Status.
- If necessary, update the connection date for any line items where validation fails. See Enter Installation Details in Enterprise Sales Management.
- Select the updated line items and click Validate to validate the line items.
- When the validation completes, on the Summary page, in Displaying, select Status to view the updated validation status.
