Siebel Sales Handheld Guide for Windows-Powered Devices > User Properties and Methods > Methods >

AutoQuote

The AutoQuote method generates a quote from an opportunity. The opportunity may contain one or more products. A quote item is generated for each product in the opportunity that has the AutoQuote field flag selected.

When the AutoQuote method is executed, the quote business component fields are populated with the values shown in Table 28.

Table 28.  AutoQuote Method
Field
Value
Quote Number
This field is assigned a system-generated value.
Revision
1
Name
Quote Number
(or user-provided name)
Opportunity
Opportunity from which AutoQuote was called.
Account
Opportunity's account
Account Location
Opportunity's account location
Status
In Progress
Active
Flag is set to on
Currency
Opportunity's currency code
Price List
Opportunity's price list
Sales Rep
User's login
Start Date
Today's date
End Date
Today's date + 30 days
(30 days is determined by the QUOTE_EXPIRATION_PERIOD LOV)

The Quote Item business component fields are populated from the corresponding Opportunity Product's business component fields as shown in Table 29:

Table 29.  Population of Fields in Quote Item View
Source Field
Destination Field
From Opportunity Product View
Quote Item View
Product
Product
Product Quantity
Extended Quantity Requested
Write-In Product (Not exposed)
Write-In Product (Not exposed)
Expected Delivery Date
Requested Delivery Date (Not exposed)
ID (Not exposed)
Opportunity Product ID (Not exposed)

Fields that are noted as "Not exposed" do not appear in the user interface.

In addition, the Quote Number field in the generated quote is copied back to the Opportunity Product view (Table 30).

Table 30.  Population of Fields in Opportunity Product View
Source Field
Destination Field
From Quote View
To Opportunity Product View
Quote Number
Quote Number (Not exposed)


 Siebel Sales Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003