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Siebel Order Management Guide > Working with Quotes >

Creating a Delta Quote

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When a customer has purchased a customizable product that has attributes and features that can be modified, an end user can create a quote to add to or modify those items. For example, if sales representatives sold a company several hundred computers, they could have many different specifications for drive capacity, memory, and other attributes that the customer might want to modify throughout the product's lifetime.

Once purchased, products are listed within your Siebel application as customer assets. When the sales rep creates a quote that modifies an asset, it is referred to as a delta quote. Using the computer example described above, the end user could provide a delta quote to the customer company for additional memory. The end user would create a quote and select the customer's customizable asset—in this case, the computer model. Then the end user would configure the asset by adding or removing items and saving your changes. By creating the quote from the asset, the end user is assured that the memory that is selected will work with the installed computer.

The following procedure describes one way of creating a delta quote. If you have the Siebel Order Management module, end users have additional, simplified ways of creating asset-based quotes. For more information, see Using Asset-Based Ordering.

To create a delta quote

Navigate to the Quotes screen and create a quote for the appropriate customer account.
Click the Line Items view tab, click the menu button, and then click Delta Quote.

The Customizable Asset dialog box appears, displaying all customizable product assets that the are listed for the customer.

Locate the asset you want to add to the quote and click OK.
Highlight the customizable asset and click the Customize button in the Line Items list.

This starts a configuration session. The configuration of the customizable asset displays in the session's selection pages.

Revise the configuration of the customizable asset by making selections and click Done to return to the Quote list.

The revised configuration displays in the Quotes screen, Line Items list.

Only the items changed during configuration have a price. Unchanged items have no price associated with them.

All the items in the revised asset receive a status when they are copied to the quote after a configuration session. The status tells you whether the item was changed during the configuration session. The following table describes the delta statuses.

Delta Status	Comments
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 a status of Existing. A second entry in the quote shows the increase, has a status of New, and displays a price.
Deleted	All items that were removed or decreased in quantity. If the quantity of an item is reduced, the new quantity is displayed with a status of Existing. A second entry in the quote shows the reduction and has a status of Deleted. For example, if a component has been eliminated from the configurable product, and another component has taken its place, the former component would be marked Deleted.
Modified	All items for which attribute settings have changed. All items with a status of Modified are priced as new items.

NOTE:  The Delta Status field is on the Line Item Detail form, below the Line Items list in the Quote detail screen. You may need to click the show more button in the Line Item Detail form in order to see the Delta Status field.

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