Apttus Quote Booking Quiz

What should be checked to ensure the DSR is correct and complete when booking an Apttus Quote?

• The quote has the correct partners and no high level item with quantity higher than 1

• The SPO0s are correct and have the support document

• Philips personnel, PO number and PO date are copied from the DSR

• The quote version is searched by the quote number in Salesforce

When booking an Apttus Quote, what is necessary to verify about the quote version?

• It must have a quantity higher than 1

• It must be searched by the quote number in Salesforce

• It must have the correct support document if required

• It must have the correct partners

What is required for the SPO0s when booking an Apttus Quote?

• They must be searched by the quote number in Salesforce

• They must have a quantity higher than 1

• They must be correct and have the support document if required

• They must have the correct partners

What is a condition for the quote regarding high level items when booking an Apttus Quote?

• It must have a quantity of 1 for each high level item

• It must have no high level item with quantity higher than 1

• It must have all high level items with quantity higher than 1

• It must have the correct partners for high level items

Why must the device lines for ultrasound equipment be separated in a quote for the US market?

• Because each equipment can have multiple quantities.

• Because each equipment has multiple Site IDs and serial numbers.

• Because each equipment has one Site ID and one serial number, and the quantity cannot be higher than 1.

• Because it is easier to track the equipment this way.

What must be done when an AM quote comes with configuration mistakes that make it impossible for the Order Booking process to book the order?

• Ignore the mistakes and proceed with the order.

• Create a new version of the quote and fix the configuration.

• Cancel the order entirely.

• Request the customer to fix the mistakes.

Which statement is true about SP059D?

• It should be booked as "Admin Fee"

• It requires a Trade-In Request (TIR) on Salesforce

• It does not generate commission

• It requires approval by Elaine Persico

What is SP_DEMO used for?

• To quote demo sell equipment

• To book Services, 3rd Party Items, Trade-in requests

• To provide an extended warranty

• To replace the demo material informed at the Demo Availability Confirmation

What is the first step in updating the correct partner accounts on an Apttus quote?

• Click on the magnified glass for the account to change

• Go to the partner functions accounts section

• Choose any of the following fields to enter data

• Click on search button

Which country should always be entered as 'CA' in the Apttus quote update process?

• United States

• Australia

• Canada

• United Kingdom