Quotation selection and expiry
Check partial acceptance, option constraints, dependencies and the response boundary.
Decide which timestamp controls quotation expiry
Use an explicit response boundary and distinguish customer sending time from recorded receipt.
Create an order from accepted quotation lines only
Keep accepted, declined and undecided lines visible without treating the full quote as won.
Prevent incompatible quotation options entering one order
Validate option groups before recording a customer’s selected scope.
Check prerequisite lines in a partially accepted quotation
Distinguish a valid subset from a selection that omits a required prerequisite.
Separate quote rejection from closing a sales opportunity
Record whether the customer rejected the proposed scope or ended the buying decision.