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Creating Records for Multi-Site Quote Revisions


You can create a record for a multi-site quote revision by copying a source multi-site quote. The revision inherits the field data for site characteristics, product groups, and billing groups in the source multi-site quote. However, the field data in the revision is similar to (but not identical to) the field data in the source multi-site quote. In the revision, you can change the information that is applicable to the contract services that you provide to the customer. For more information, see About Data Transformation in Multi-Site Quote Revisions.

You can create a multi-site quote revision only for a submitted multi-site quote. The Revise button is disabled for a multi-site quote that is not submitted. You can click the Revise button multiple times for a submitted multi-site quote. Each resulting multi-site quote revision has the same revision number (the revision number of the source multi-site quote plus 1), has a different version number (the version number of the last revision plus 1), and inherits the same field data from the source multi-site quote. You can submit only one version of a multi-site quote revision. An error message appears when you attempt to submit another version.

Also, you can click the New Version button multiple times for a multi-site quote revision. Each resulting multi-site quote revision has the same revision number as the source multi-site quote, has a different version number (the version number of the last revision plus 1), and inherits the exact field data in the source multi-site revision. For more information about new versions, see Creating New Versions of Multi-Site Quotes (End User).

You can delete the record for a multi-site quote revision if you have not yet submitted that multi-site revision.

This task is a step in Process of Creating Multi-Site Quote Revisions (End User).

To create a record for a multi-site quote revision

  1. Navigate to the Multi-Site Quotes screen, then the List view.
  2. Drill down on the name of the multi-site quote.
  3. Click Revise.

    A record for the multi-site quote revision is created in the list of multi-site quotes. The multi-site quote number and name of the record for the created multi-site quote are the same as the multi-site quote number and name of the source multi-site quote, but you can change the name. When you submit the created multi-site quote, it reflects modifications of an original contract with the customer.

    The revision number and the version number of the record for the created multi-site quote are determined as follows:

    • The revision number of the source multi-site quote is increased by a value of 1 to generate the revision number of the record for the created multi-site quote.
    • The highest version number associated with the revision number of the record for the created multi-site quote is increased by a value of 1 to generate the version number of the record for the created multi-site quote.
  4. Change the value in the Requested Date field to the date and time that you expect to submit the multi-site quote revision.

    Before you submit the multi-site quote, you can change this field value to a different date and time. You cannot select a field value that is earlier than the requested date in the source multi-site quote. For more information, see About the Requested Date Field for Multi-Site Quotes.

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