Siebel Order Management Guide > Creating a Quote or Sales Order > Process of Creating a Quote >

Verifying a Quote

In your company, quotes may be verified manually or may be verified automatically through a custom workflow process. Salespeople must check with the application administrator to find out how the verification process is handled in your company and whether they must verify quotes manually.

This task is a step in Process of Creating a Quote.

Salespeople can also verify quotes while working with them. For example, they can verify a quote after changing it, to see if the change has introduced errors.

When an end user verifies a quote manually, the application:

• Verifies that the price list is valid. This includes checking that:
  • The price list exists in the dialog box
  • The price list starts before the quote's start date and ends after the quote's end date (if the quote start date and end date exist)
• Verifies that the products in the quote's line items are valid. This includes checking that:
  • The product exists in the dialog box
  • The product starts before the quote's start date and ends after the quote's end date (if the quote start date and end date exist)
  • The product has valid attributes
  • The product has the correct list price
• Checks to see if a configurable product has been added. If it has, verifies that all required components are included
• If a purchase order has been entered as a payment type, checks the customer's credit status.

Use the following procedure to manually verify a quote.

To verify a quote manually

1. Navigate to the Quotes screen, then the Quotes List view.
2. In the Quotes list, click the name of the quote you want to verify.
3. Click the Line Items view tab.
4. In the Quote header, click Verify.

   Your Siebel application checks the validity of the products, price lists, and totals shown in the quote. When verification is complete, the application displays a message. Any problems in the quote are detailed.

Use the following procedure to manually verify a quote line item.

To verify a quote line item manually

1. Navigate to the Quotes screen, then the Quotes List view.
2. In the Quotes list, click the name of the quote you want to verify.
3. Click the Line Items view tab.
4. In the Quote header, click Verify.

   Your Siebel application checks the validity of the products and price lists for the line item and the customer's eligibility to purchase the line item. When verification is complete, the application displays a message. Any problems in the line item are detailed.