Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Invalidation Overview

Invalidation is the term Sighten EverBright uses when there are changes to the inputs that will impact quote and savings values. Invalidation happens after changes are made to the customer's system design. After modifications have been made, Sighten EverBright recalculates all impacted quotes and updates relevant information that appears on proposals and documents. 

Invalidation Triggers

Invalidation can happen when modifying a system and is triggered when the following occurs:

  • Changes project

  • Changes to usage

Invalidation Results

After invalidation has happened, you will see the changes reflected in the quote page, proposals that have not been previously downloaded, and any newly generated documents. The changes you see are dependent on the changes you makemade.        

Changes made to the system may update the install cost and estimated savings values displayed on the quote page. Additionally, any information that references the system will update on proposals that have not yet been downloaded or and , as well as newly generated documents. 

To view the full impact of the changes made to the system on the quote page, be sure to refresh the page. After refreshing, you will see the quote values update.

Invalidation Example

Modifications can be made to the system design. All inputs can be changed. When you are finished updating the system, click on Fill Array.  

This will prompt a modal to pop-up confirming the changes made under the "You made changes to" section. Additionally, you can view details about the "Impacted Data", by clicking on the text highlighted in blue. In the example below, the quote data has been selected. After reviewing the changes, you can proceed with the changes click on Apply or you can decide to Cancel the updates.  

Invalidation Modal 

Invalidation ModalImage Removed

After hitting Apply, the done with the changes, make sure to click Calculate on the Project phase to save changes.

Here's an example of a projects original Quote summary before any change is made:

...

The data will update (it may take a while). Once . Here, we added 5 panels, and as the changes were saved, the Quote and Proposal phase started updating, thus the spinning wheel below. Once data is updated, the modal notifications will display a success message. You can Close the modal and continue quoting!

Invalidation Success

Invalidation Modal After Change ReconciledImage Removed

Now that you have completed updating the system you can see the changes reflected in the quote page. To make sure you can view the changes, please refresh the page. You will see the applicable changes reflected in the system size, the quote, savings and incentives values, and the monthly savings value on the quote tile in the proposal section.

Quote page before invalidation

Quote Page Before InvalidationImage Removed

Quote page after invalidation

Quote Page After InvalidationImage Removed

Related articles

You might also want to check out these related topics:

...

Here's an example of the same quote page after the saved changes:

...