Siebel Order Management Guide > Working with Quotes >

Creating Quote Favorites for Reuse

A favorite is a particular product with a specific set of attributes, or a particular configuration of a customizable product or package that an end user has created in a quote and wants to reuse at another time for another quote. For instance, a sales rep might notice that there are several common configurations for the PC computer system that the sales rep sells. Rather than customize these manually for every quote, the sales person can create one and save it, and then reuse it the next time she needs to produce a similar quote.

Similarly, if the sales representative has created a specific product package, the sales representative can save it to use again. For more information about packages see Adding a Package of Line Items.

A favorite can contain only one line item, although that item may be a customizable product.

A sales rep who wants to save and reuse a combination of line items in another quote, or in an order, can create a product selection template. For more information, see Creating Product Selection Templates.

To save a favorite

  1. Navigate to the Quotes screen > All Quotes view.
  2. In the Quotes list, locate the quote you want to work with and drill down on the Name hyperlink.
  3. Highlight the line item you want to save and review it to make sure it contains the information you want to save.
  4. In the Line Items view, click the menu button and then click Save as Favorite.
  5. In the Save as Favorites dialog box, enter a name.

    6. NOTE:  If you want other users to be able to use this favorite, clear the Save as a Personal Favorite checkbox.

  6. In the Favorites dialog box, click Save.

Using a Favorite in a Quote

After the Favorite has been created, the end user can use it by selecting Favorites Manager from the menu.

To use a favorite in a quote

  1. Navigate to the Quotes screen > All Quotes view and create a new quote.
  2. Click the Line Items view tab.
  3. Click the menu button and then click Favorites Manager.
  4. In the Favorites dialog box, select the favorite you want and click Start from Favorite.

    5. The products from the favorite are copied into the quote.

  5. Make any additional changes you want to the quote.

Deleting a Favorite

In order to be able to delete a public favorite, you must use Siebel Tools to set up a Favorites Administrator. For more information about Siebel Tools, see Siebel Tools Reference.

NOTE:  This procedure gives you high-level instructions for setting up a Favorites Administrator. You should not do this unless you understand how to use Siebel Tools.

To set up a Favorites Administrator

  1. In Siebel Tools, lock the project Cfg Favorites.
  2. Select the buscomp Cfg Favorites Quote Item.
  3. Create a user property Cfg Favorites Administrator.
    1. d) Set Name = Cfg Favorites Administrator
    2. e) Set Value = <your setup's login name> (for example: SADMIN)
  4. Compile the SRF file, apply it to the server, and restart the server so it takes effect.

    5. Now, anyone who logs in as the Favorites Administrator can delete a public favorite.


 Siebel Order Management Guide 
 Published: 18 April 2003