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Defining an Asset with Components

When creating a quote, users can choose to add to or modify products with components the customer has already purchased. The customer's already-purchased products with components are called assets with components.

The Quotes user creates a quote and selects a customer's asset with components. The user then starts a configuration session and modifies the asset by adding or removing items. The user then saves the changes to the quote. The asset with components, with revisions, displays in the Quotes screen, Line Items view.

In Quotes, Line Items, Line Item Detail, each item in the asset with components displays a status in the Delta Status field:

• Existing. All items that were not changed. These items display no price.
• New. All items that have been added or for which the quantity increased. If the quantity of an item increased, the original quantity is shown with status Existing. A second entry in the quote shows the increase, has status New, and displays a price.
• Removed. All items that were removed or decreased in quantity. If the quantity of an item is reduced, the new quantity is displayed with the status Existing. A second entry in the quote shows the reduction, and has status Removed. These items display no price.
• Modified. All items for which attribute settings have changed. These items display a price.

Delta Quotes differ from Favorites in that only new or changed items from the configuration session have a price. Unchanged items are listed at zero price. When you add a Favorite to a quote, all the items in the product with components have a price. Favorites are new products being sold for the first time. Delta Quote products are items being sold as add-ons or replacement components for products you have already sold.

The Siebel Configurator engine uses the name of the asset with components's product root to determine what product with components to load for the quote configuration session. If a new version of the product with components has been released, the new version is used to modify the asset with components. Any configuration conflicts that result are displayed during the configuration session and must be resolved. Item pricing is not maintained during the configuration session and should be ignored. Pricing is computed when the user saves the configuration to the quote.

When you define an asset with components, it is added to the Customizable Asset dialog box in Quotes, so users can select it when creating delta quotes.

Defining an asset with components requires two steps:

1. Create a customizable asset record.
2. Configure the customizable asset.

To create a customizable asset record

1. Navigate to the Assets screen, and then the List view.
2. In the Assets list, add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Product	Select the product with components on which the customer's asset with components is based.
   Account	Select the customer's account. This field filters the records displayed in the Customizable Asset dialog box in Quotes. The dialog box displays only the assets with components that have the same account name as the account name in the Quotes record. CAUTION:  If you do not assign an account name, the asset with components displays every time the Customizable Asset dialog box is opened, regardless of the account.
   Asset Description	Enter a descriptive phrase or name that is meaningful to users creating quotes. This field displays in the Customizable Asset dialog box in quotes

To configure an asset with components

1. Review the product with components configuration that the customer has purchased.

   Determine if a new version of the product with components has been released and what effect this will have on configuring an asset with components.

2. Highlight the asset with components record for which you want to create a configuration.
3. Click the More Info tab to display the asset form and then click Customize.

   This starts a configuration session, similar to those users see when configuring products with components in Quotes. The session displays the selection pages for the product with components that the user purchased.

4. Configure the product with components to reflect what the customer purchased and exit the session. This includes configuring component attributes.

   This creates the configured asset with components.

5. In the Assets list, verify that the desired asset with components is highlighted.
6. Click the Attribute tab and set the value of attributes defined for the asset with components as a whole.