The O4 Quote Backlog helps users to identify backlogged quotes at the line level. Once identified, users can remove them from the backlog by creating orders for the remaining open lines or changing the quote status to Lost or Abandoned. This article will explain the Quote Backlog.
Note: quote statuses must be configured in Legacy OASIS. The following As Order classifications for a quote status will impact the O4 Quote Backlog in the following ways:
- Ignore (I)- quote is not considered
- Win (W)- removes quote from quote backlog if all lines have been ordered
- Loss (L)- removes quote from quote backlog
- Unknown (U)- places quote on the quote backlog
Option codes impact the O4 Quote Backlog in the following ways:
- Option- considered backlogged
- Pending- ignored
- Win- considered backlogged until ordered
- Lost- ignored
- Abandoned- ignored
1. Click the 
icon.
2. Select Projects from the drop-down list.
3. The Project Listing will appear.
4. Click Tools, then Quote Backlog. Note: if you do not see the Quote Backlog option, please contact OASIS Support by email at support@oasissalessoftware.com or by phone at 501-843-6750.
5. The Quote Backlog Page will appear. By default, it will look at quotes that are Active and ActiveWithReleases broken out by quotes status.
- Active- a quote with no ordered lines
- ActiveWithReleases- a quote with at least one ordered line
6. Click View to select a new grouping.
7. Click File to print the report to excel.
Drilling into the O4 Quote Backlog
Each listing allows users to click any cell with data to view the individual quotes that are being calculated.
From this point, users can click a quote to view its open lines.
Lastly, users can click any of the lines to open the quote in O4.
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