Quote Status

 

Scope

Status 

Category

No Scope Lines or All Open Lines

open 

active

All Accept lines

accept

active

All Decline lines

decline 

inactive

All Printed Lines

printed 

active

All Approved Lines (no Approved dates set)

approved

active

All Approved Lines (all Approved dates set)

approved

inactive

All Approved Lines (some Approved dates set)

mixed

active

Some Open or Accepted or Printed

mixed

active

If the Quote has a mixture of Approved and other scope lines the Status will be mixed and the system will look at the Approved dates to determine the Category:

 

 

Some Declined / Some Approved (with all Approved dates set)

Mixed

inactive

Some Approved (with no Approved dates set)

Mixed

active

Some Approved (with some Approved dates set)

Mixed

active