Siebel Sales User Guide > Quotes >

Deleting Line Items in a Quote

Use the following procedure to remove line items from your quote.

To delete line items

  1. Navigate to the Quotes screen, and in the Quotes list, select the quote for which you want to delete the line item.
  2. In the quote record, drill down on the hyperlink in the Name field.
  3. In the Line Items List, select the line item, click the menu button, and then choose Delete Record.
  4. In the Quote form, click Update Opportunity.

The first time you delete a line item, the product is not deleted in the Opportunity view. A product is only deleted from the Opportunity products when the associated quote number is equal to the quote number of the quote from which you are updating.

The first time you click Update Opportunity the quote numbers are not yet assigned to the Opportunity Product. When you click Update Opportunity the quote numbers are assigned, the opportunity product is identified, and the deleted quote is deleted in the opportunity. For more information, see Updating an Opportunity with Quote Information.


 Siebel Sales User Guide 
 Published: 18 April 2003