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Configuring the Advance stage of the Quote requests job scheduler to align with the enhanced large group quote request process

Suggest edit Updated on May 10, 2021

When a large group quote request has an Open-Active status and the opportunity is in the Proposal stage, the system moves the opportunity to the Application stage, based on the scenarios presented below. The new Advance stage of the Quote requests job scheduler performs different actions, depending on the plans selected for the large group opportunity.

If you select the standard plan for the opportunity, the job scheduler updates the status of the quote request as well as the stage of your opportunity.

If your custom plan requests are in the Resolved-Approved stage, the job scheduler updates the status of the quote request as well as the stage of your opportunity.

To accommodate the changes to the process, perform the following steps:

  1. In the navigation pane of Dev Studio, click RecordsSysAdminJob Scheduler.
  2. Search for and open the spmAdvanceStageOfQuoteRequests job scheduler.
  3. Enable this job scheduler by turning on the Enable Queue Processor switch.
  4. Modify the job scheduler based on your business requirements.
  5. Click Save.
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