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Quote Integration and Configuration Assistant in Release 6.x and 7.x

Creating a model product and associating a model with it is not required in release 7.0 and 7.5. Instead, you create a customizable product work space, which is similar to creating a record in the Model Manager in release 6.x. This work space associates the parts of the customizable product, including its components, links, resources, and UI definition with the product record. When you release a new version of the customizable product, it becomes available immediately for configuration in quotes and in eSales Web pages.

In release 6.x, the Configuration Assistant view was used to display models, select items, and transfer items to a quote. If you wanted to modify the way Configuration Assistant looked, you had to use Siebel Tools to build a new view. In release 7.0 and 7.5, a Product UI Designer is provided within Siebel Configurator to create the browser pages, called selection pages, that will display during a configuration session. You can select from several base themes and product themes that define basic page layout. You can also select the controls, such as radio buttons or check boxes, to use for displaying items.

The base themes, product themes, and controls are stored in template files that you can customize or use to create your own templates. In addition, you can use the User Interface Property Designer to customize how individual items display. If you do not want to create a user interface for a customizable product, the application provides intelligent defaults for creating selection pages automatically. Table 50 maps release 6.x features to release 7.0 and 7.5 for quote integration and Configuration Assistant.