Managing Revisions

The list of existing quotes contains only active quote revisions and their names are visible in the Rev. column. The quote that was created first is initially named MASTER, but you can rename it in the Revision list and in the grid with all revisions. Clicking a revision’s name in the list of all quotes opens the grid with all the revisions of the quote.
Once on a quote, you can access all revisions with the same composite number in the Revision drop-down list on the Quotation tab. The name of the currently open revision is preselected. To create a new revision and edit the name of the currently selected revision, click and , respectively. After renaming a revision, click to save the changes.
When the button for creating a new revision is clicked, a predefined revision name is displayed in focus so you can change it. Predefined revision names contain the number that increases by one with every new revision.

Once you confirm the name of the new revision and the system refreshes, the new quote revision opens. The name of the revision is also visible in the quote header, next to the quote number.

All the changes you make to the new revision will not apply to the source quote. However, all future revisions created from that revision will inherit its data.

If users do not have the permission to view inactive revisions, those revisions are grayed out in the list and clicking is disabled.

Active Revisions

The quote you are currently negotiating over with your customers should be set as active. When CPQ is integrated with third-party tools, updates that are sent to CPQ will only apply to the active quote.
A revision does not automatically become active. To activate it, click the Set as Active button under the Revision list. The button is visible only when an inactive revision is opened. An active revision has (Active) appended to its name. Only one revision can be active at a time.

Grid with All Revisions

In the Revision drop-down list, the All Revisions option takes you to a grid with an overview of all the related revisions. Columns in the grid are fixed and cannot be changed.

The following details for each revision are visible in the grid:

  • revision number
  • date when the revision was created and the date when it was last modified
  • name and number of the parent revision (if the parent revision is deleted, the sign - displays for the child revision)
  • total amount
  • quote status

The following actions can be performed on the revisions:

  • edit (disabled if the user has no rights to edit the revision)
  • change the revision name and description
  • make a revision active/inactive

Additional actions are available under the menu, depending on the workflow permissions:

  • Delete
  • New Revision - a new quote revision opens.
  • New Active Revision - a new quote revision opens and it is automatically active.
  • History - takes you to the Quote History window with a log of all the actions performed on that revision.

Undo Action

When a new quote revision is created, the Undo action is not available until users edit the quote. After that, users can undo changes performed only on that new quote revision. Additionally, when a revision is set as active, users can only undo the actions performed on that revision, not the actions performed on the revision that was previously active. Once a revision is set as active, it cannot be undone (you can only set another revision to be active).

The Undo action is available only for the old quote engine.

Old and New Quote Engine - Differences

You can manage quote revisions in both the old and new quote engines in the same manner. The UI of the revisions grid differs between the engines, but in terms of functionality, the same actions can be performed on revisions in both engines.
The only exception is the Compare action which is implemented only for the old quote engine. After you select the revisions you want to compare, values of all quote custom fields will display in a table.

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