Siebel Hospitality Guide > Managing Property-Specific Event Quotes >

Modifying an Event Quote

After a quote is created, the sales representative may update certain quote information such as the quote name or sales status from the Opportunity Quotes view.

This task is a step in Process of Managing Property-Specific Event Quotes.

To modify a quote using the Opportunities Quotes view

  1. Navigate to the Opportunities screen > Opportunities List view.
  2. In the Opportunities list, query for and select the opportunity.
  3. In the opportunity record, click the link in the Opportunity Name field.
  4. Navigate to the view or subview appropriate to the modification you want to make:
    • To modify the opportunity quotes, click the Quotes view tab.
    • To modify subopportunity quotes, click the Sub Opportunities view tab, and then click the Sub Opportunity Quotes link.
    • To modify affiliate quotes, click the Affiliate Opportunities view tab, and then click the Quotes link.
  5. In the Quotes list, select the quote and revise the quote information as needed.

    The following table describes some of the fields in the quote record.


    Quote Name

    The quote name. This field is automatically populated with the name of the opportunity but can be changed if required. Click the Quote Name link to navigate to the Quote Functions view.

    Quote #

    System-generated unique value. Click the Quote # link to navigate to the Quote Room Blocks view, where room block items can be added and item attributes defined.


    Total estimated revenue (rollup).


    The property associated with the quote.

    Sales Status

    When a quote is generated, the default sales status is Prospect. This value can be changed to Hold, Customer Approved, Adjusted, T1, T2, and so on to reflect the actual sales status of the event opportunity.

    Arrival Date

    The start date for the event at the property.

    Departure Date

    The end date for the event at the property.

    # of Nights

    Calculated from values in the Arrival Date and Departure Date fields.

    Do Not Override

    Set this flag (check box) if the quote should not be subject to an override action. The Do Not Override flag is set as the default.

    Post as Name

    The name by which the event is posted.

    Decision Date

    The date by which the customer must make a decision. The value in this field is copied from the opportunity, but can be changed.

Siebel Hospitality Guide Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Legal Notices.