Build a draft quote with its lines, then price it against a price book revision.
Quote Specialist creates the Quotes record in Draft for an active customer, with Subject, valid until, Revision and themselves as Owner, inside the right Organization. The customer's eligibility note is read before any line is entered.
Quote Specialist adds quote lines with line number, product code, Quantity, unit price USD, discount USD and unit cost USD, and files the customer's request in record attachments.
Quote Specialist records the part revision, lot quantity, certificate type and required-by date in aerospace requirements and submits them for review before the price is committed.
Quote Specialist runs pricing with the expected Revision and the price book revision to apply. The run checks scope, draft state, revision and every line value, writes net line USD on each line, sums net amount USD and moves the quote from Draft to Review. One receipt is recorded under a stable operation key.
Quote Specialist checks the pricing receipt. A Completed receipt means the quote is in Review. A Failed receipt names the reason and the quote stays in Draft with no partial pricing.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.