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updates:requests-quotes-quote-reject-reason-functionality-introduced

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updates:requests-quotes-quote-reject-reason-functionality-introduced [2021/12/06 17:52] (current)
rafal created
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 +====== Rejecting the quote ======
 +[{{ :leon:sales:reject-rq:rq_-_rejecting_avinode_from_the_main_view.png?200|'Reject request' window when no quote present}}]
 +[{{ :leon:sales:reject-rq:rq_-_rejecting_avinode_fromedit_request.png?200|'Reject request' window with quote added}}]
  
 +Request can be **rejected** in three ways:
 +
 +  * from the pop-up menu in the main 'Requests/Quotes' page
 +  * from the edit quote window using the 'REJECT' button
 +  * from Avinode, if the request comes from Avinode. It can be rejected either by the buyer or the seller directly in Avinode
 +
 +When rejecting the request, the pop-up window will appear. Depending on whether the request has a quote or it hasn't, the window will show in one of the two possible versions presented on the right-hand side.
 +
 +It is also possible to select the party that is rejecting the request (**Canceled by**) as well as the reason for the rejection (**Reason**)
 +
 +The following **rejection options** are available:
 +
 +1. Canceled by **Seller** reasons:
 +  * No availability
 +  * Inoperable Airport
 +  * Aircraft performance
 +  * Out of the Company Range
 +  * Other
 +
 +2. Canceled by **Buyer** reasons:
 +  * Buyer reasons
 +  * Force majeure
 +  * Other
 +
 +Quote **rejected in Leon** will appear in Avinode as **Declined**.
 +
 +Quote **rejected in Avinode** will appear in Leon as **Rejected** with the relevant 'Status' in the edit request window ('Canceled by Seller/Buyer' as per below example):
 +
 +{{:leon:sales:reject-rq:rq-rejecting_quote_from_avinode.png?nolink|}}
 +
 +Additionally, **columns** 'Canceled by' and 'Cancelation reason' as well as the **filter** 'Canceled by' were added to the **Report Wizard**, scope **Quote**.
 +
 +---------
updates/requests-quotes-quote-reject-reason-functionality-introduced.txt · Last modified: 2021/12/06 17:52 by rafal