Siebel Order Management Guide > Workflows for Asset-Based Ordering >

Converting a Quote to an Order

This workflow allows a user to convert a sales quote to a sales order. It consists of the workflow process:

SIS OM Quote To Order Workflow - PMT

This workflow creates an order that is associated with the current quote. It copies the line items from the quote to the order and sets the quote's status to Order Placed. This workflow is shown in Figure 7.

NOTE:  The appearance of this workflow in your application may be slightly different from the illustration.

A user initiates this workflow by choosing the Sales Order button or menu option in the Quote Orders view.

Figure 7.  SIS OM Quote To Order Workflow

Click for full size image

Workflow Description. This workflow does the following:

  1. Converts a quote to an order.

    2. The new order has all the line items and attributes of the quote. If any line item has a quantity greater than 1, the workflow creates multiple copies of the line item, each with a quantity of 1.

  2. Set the status of the quote to Order Placed.The new order has all the line items and attributes of the quote.

Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.

Workflow Step
Business Service Method Called
Quote 2 Order
Invoke BC Method


 Siebel Order Management Guide 
 Published: 18 April 2003