Run presubmission checks
  • 12 Nov 2024
  • 1 Minute to read
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Run presubmission checks

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Article summary

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

  • Available product substitutions
  • New knowledge base versions
  • Inactive products
  • Products whose type changed from configurable to classified
  • Inactive pricing schemes

To run presubmission checks on a quote:

  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
  • Inactive Pricing Scheme

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

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