Siebel Order Management Guide > Creating a Quote or Order >

Creating a Quote

To create a quote, you perform the following tasks:

  1. Create the Quote record in one of two ways:
  2. Performing Common Tasks. Because the remaining tasks for entering information about the quote are the same whether you are creating a quote or an order, they are covered in Common Tasks for Creating Quotes and Orders
  3. Verifying the Quote. When you have finished creating a quote, you should verify it to see if you have made any errors.

Starting a Quote

This section describes how to start a new quote from a number of screens:

For information about how to start a quote based on an existing asset, see Using Asset-Based Ordering.

For information about how to start a quote that will change an existing order, see Creating a Delta Quote.

To start a quote

  1. Perform one of the following actions, depending on which screen you want to use to start the quote:
  2. In the Quotes list, add a new record. The following information is entered automatically in More Info form:

    3. Field
    Comments
    Sales Rep
    Your name is entered.
    Quote #
    A unique system-generated number assigned to the quote when it is created.
    Revision
    The number of revisions associated with the quote. When the quote is created, this value is 1.
    Created
    The date the quote was created. Your Siebel application automatically sets the value for an active quote to the Start Date + 30 days.
    Active
    A checkbox indicating whether the quote is active. When you create a quote, it is automatically marked as active.
    Note: The quote must be designated as active in order to attach files to it or otherwise update it.
    Status
    The initial status of the quote is In Progress. The status can be changed later, as the quote process continues. For example, if you convert the quote to an order, the status changes to Order Placed. Other statuses for the quote are defined by your company. Some of the statuses companies often use include Approved, Rejected, Expired, Placed, and Active.
    Effective As Of
    Defaults to the created date. You can change this, if appropriate.
    Effective Through
    Defaults to the effective date plus 30 days. You can change this if the quote will be available for a different length of time.
    Currency
    Default currency for the quote.

  3. Enter the following information in the new record and the More Info form:

    4. Field
    Comments
    Name
    Enter a name for the quote. If you do not enter a name, the quote number is assigned as the name.
    Discount
    (Optional.) Enter a default discount percentage to be applied to the line items you add to the quote. This discount will be used instead of any pricing rules associated with a price list. For more information, see Applying a Manual Discount.
    Price List
    Enter a price list to be used for the quote, if one is not assigned automatically through association with the account. Available price lists are restricted by the currency associated with this quote.
    Opportunity
    (Optional.) Select an opportunity associated with the quote. The account associated with opportunity is automatically inserted.
    Account
    Select the account with which the quote should be associated, if one has not been entered automatically.
    Last Name and First Name
    Select the contact for this quote, if one has not been entered automatically.
    Due
    (Optional.) Enter a due date for the quote.
    Comments
    Enter any comments about the quote.

Using Auto Quote from an Opportunity

If sales representatives are working with an opportunity where the products have already been specified, they can save time by using the Auto Quote button of the Opportunities screen to generate the quote.

Products are automatically copied from the opportunity to the quote if the Auto Quote check box for the product is selected. When end users create opportunities, they use the Product view of the Opportunity screen to specify products for the opportunity. When they add a product to this list, the Auto Quote check box is automatically selected, but they can exclude a product from a quote by clearing this check box.

To use Auto Quote

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity for which you want to generate a quote.
  3. Click the Quotes view tab.
  4. In the Quotes list, click Auto Quote.

    5. A new quote record appears. The products from the opportunity are copied into the quote.

  5. Fill in the Name and Price List fields for the quote.
  6. Optionally, drill down on the quote name to display the Quote Line Items view, where you can perform further work with the quote's products.

Performing Common Tasks

After starting the quote, you must enter all the information for it. Because the tasks for entering this information are the same whether you are creating a quote or an order, they are covered in Common Tasks for Creating Quotes and Orders.

Verifying the Quote

When you have finished creating a quote, you should verify it to see if you have made any errors.

You can also verify a quote while you are working with it. For example, you can verify the quote after changing it, to see if the change has introduced errors.

For information about how to verify a quote, see Verifying a Quote.


 Siebel Order Management Guide 
 Published: 18 April 2003