Run presubmission checks
  • 12 Jun 2024
  • 1 Minute to read
  • Dark
    Light

Run presubmission checks

  • Dark
    Light

Article summary

Before submitting a quote for approval, you can check the quote for:

  • Available product substitutions
  • New knowledge base versions
  • Inactive products
  • Products that changed the type from configurable to classified

To run presubmission checks on the quote, follow these steps:

  1. Open a quote.
  2. On the bottom button bar, select Pre-submit Checks.
  3. Select the checks to run, then select Run Selected Checks. If the application detects any issues, the Pre-submit Checks Result dialog appears. Resolve the issues or close the dialog.
Tip

If only one of the presubmission checks is available in your profile, you won't see the Pre-submit Checks button. Instead, you'll see one of the following buttons, depending on the available check:

  • Material Substitutions
  • New Knowledge Base Versions
  • Inactive Products
  • Configurable to Classified Products

Property data

Property nameUI profile keyMessage propertyMessage property when the check appears as a quick button
MATERIAL_AUTO_SUBSTITUTEid_quoteDetail_presubmitCheck_materialSubstituteAutoquote.preSubmitCheck.materialSubstituteAutoquote.preSubmitCheck.materialSubstituteAuto.autoRunLabel
NEWKB_AVAILABILITYid_quoteDetail_presubmitCheck_newKBquote.preSubmitCheck.newKBquote.preSubmitCheck.newKB.autoRunLabel
INACTIVE_PRODUCTSid_quoteDetail_presubmitCheck_inactiveProductsquote.preSubmitCheck.inactiveProductsquote.preSubmitCheck.inactiveProducts.autoRunLabel
CONFIGURABLE_TO_CLASSIFIED_PRODUCTSid_quoteDetail_presubmitCheck_toClassifiedquote.preSubmitCheck.toClassifiedquote.preSubmitCheck.toClassified.autoRunLabel

Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.