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Associating New Sites with Multi-Site Quote Revisions

A multi-site quote revision inherits the field data for the site characteristics in the source multi-site quote. When characteristics of existing sites change, you can enter these changes in the Site Characteristics view.

You can associate new sites with multi-site quote revisions when the customer adds new locations to the contract. The task of associating new sites with multi-site quote revisions is comparable to the task of associating sites with new multi-site quotes. For more information about this task, see Associating Sites with New Multi-Site Quotes.

Before you submit a multi-site quote revision, you can delete a new site record that you associate with it. The records in the Product Groups view and Billing Groups view for that site record are also deleted. You cannot delete existing site records that are inherited from a source multi-site quote. If you change the Service Account field or Service Point field on a site record, the same fields in the records in the Product Groups view and Billing Groups view for that site record are also changed.

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

To associate new sites with 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.

   Check the revision number and version number of the quote to make sure that you open the correct quote.

3. Click the Site Characteristics view tab.
4. If you want to associate a single site with the multi-site quote revision, then add a record to the Site Characteristics list, and complete the necessary fields.

   For more information about the fields, see Step 4 of Associating Sites with New Multi-Site Quotes.

5. If you want to simultaneously associate multiple sites with the multi-site quote revision, then complete either of the following steps:
   • Click Add Service Accounts, select multiple service accounts in the dialog box that appears, and click OK to close the dialog box.

     In the dialog box, you can query for the records that you want to view, hold down the CTRL key and then click the A key to select all records, and hold down the CTRL key and then click each record to select individual records.

     If you select service accounts that already appear in the Site Characteristics list, then those service accounts are not added to the list again.

   • Click Add Service Points, select multiple combinations of service accounts and service points in the dialog box that appears, and click OK to close the dialog box.

     In the dialog box, you can query for the records that you want to view, hold down the CTRL key and then click the A key to select all records, and hold down the CTRL key and then click each record to select individual records.

     If you select combinations that already appear in the Site Characteristics list, then those combinations are not added to the list again.

6. If necessary, complete the other fields for the added records in the Site Characteristics list.

   For more information about the fields, see Step 4 of Associating Sites with New Multi-Site Quotes.

7. If you want to delete multiple site records that you just associated with the multi-site quote revision, then complete the following steps:
   1. Select the records as follows:
      • To select all records, hold down the CTRL key, and click the A key.
      • To select multiple adjacent records, click the first record, hold down the SHIFT key, and click the last record.
      • To select multiple nonadjacent records, hold down the CTRL key, and click each record.
   2. Click MultiDelete.