Upgrade Guide for UNIX > Preupgrade Tasks > Preparing Application Data for Upgrade >

Preparing Quotes Data for Upgrade

NOTE:  If you are upgrading from Release 7.x to Release 7.5, you do not need to perform this procedure.

Prior to upgrading to Release 7.x, you must determine which of your Release 6.x configuration solutions are to be upgraded to Customizable Product quote items in Release 7.x. For products that are being upgraded as Customizable Products, you should make sure that the Model Product field in Product Administration is checked. This allows these products to be upgraded as Customizable Products in Release 7.x. For more information, see Siebel Interactive Selling Applications Upgrade Guide.

For products that do not need to be upgraded as Customizable Products, the Model Product field should be unchecked. This verifies that quotes using these products as solutions in 6.x are upgraded as Packaged products in Release 7.x. All configuration model associations for these products are removed and these products behave like hierarchical product bundles. For more information on Packaged products and eConfigurator, see Product Administration Guide and Siebel Interactive Selling Applications Upgrade Guide.

In Siebel Quotes 6.x, the Discount Amount field on a line item was automatically populated to $0.00. This meant that, for any line item, users had to clear the discount amount field if they wanted to apply a header level discount after adding a line item.

If you implemented Siebel Quotes 6.x so that the Discount Amount field was read the same whether it was NULL or $0.00, thereby allowing users to enter a header discount after adding a line item, the situation described above did not occur.

In Release 7.x, this issue is no longer applicable. The Discount Amount field is left as NULL unless a user explicitly enters a value, including $0.00. Therefore, when you upgrade from Release 6.x to Release 7.x, you must determine whether no change had been made in Siebel Quotes 6.x to Discount Amount (thus letting it be automatically populated to $0.00) or whether Siebel Quotes 6.x had been modified to read NULL or $0.00 in Discount Amount as the same. In the event the latter is true, you must run a Quote script with the following SQL statement applied before beginning the upgrade, that is, before running the configuration utility and applying it to development and production upgrades.

update S_QUOTE_ITEM

set DISCNT_AMT = NULL

where DISCNT_AMT = 0

This script accounts for the fact that the Discount Amount field is read the same whether it is NULL or $0.00. Administrators running Siebel Quotes 6.x without modifications to Discount Amount can ignore this script.


 Upgrade Guide for UNIX
 Published: 20 October 2003