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Deactivating Sites in Product Groups for Multi-Site Quote Revisions


You deactivate sites in product groups for multi-site quote revisions when you want to cancel the services that are associated with the products in the product groups for those sites. You can deactivate these sites to cancel these services in the following situations:

  • Services at the site have not yet started on the date and time that is associated with the requested date. In this situation, the entry date for the site record is later than the requested date for the multi-site quote revision.
  • Services at the site have stopped on the date and time that is associated with the requested date. In this situation, the exit date for the site record is earlier than the requested date for the multi-site quote revision.

    If services at the site are currently being provided on the date and time that is associated with the requested date, then you cannot deactivate the site. To cancel such services, you must first stop the services by changing the exit date for the site. For more information, see Changing Exit Date of Sites in Product Groups for Multi-Site Quote Revisions.

When you submit the multi-site quote revision with a deactivated site, order line items to cancel the services at that site are submitted to the order-provisioning system. These order line items have a due date that is the same as the requested date for the multi-site quote revision, and these order line items have a value of Delete in the Action field. If the order-provisioning system is properly integrated with Siebel Energy, then the appropriate contract services are closed in the order-provisioning system, and the corresponding installed assets are deactivated in Siebel Energy.

If you want to deactivate a site for a multi-site quote revision so that you can restart stopped services at the site, then you must submit the multi-site quote revision after you deactivate the site. Then you must create a revision of the multi-site quote revision to add the site again to the product group. The value in the Site Status field for the prior multi-site quote revision is Inactive, and the value in the Site Status field for the new multi-site quote revision is Active. Therefore, you can add the same site to the new multi-site quote revision without seeing an error message about duplicate site records.

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

To deactivate a site in a product group 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.

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

  3. Click the Product Groups view tab, and select a record in the Product Groups list.
  4. Click Sites in the link bar to navigate to the Sites view, and select the record for the site that you want to deactivate.
  5. Click DeActivate.

    The value in the Action field for the site record changes to Deactivate. The value of Active in the Site Status field does not change. However, if you create a multi-site quote revision for this multi-site quote revision, then the value in the Site Status field changes to Inactive in the new multi-site quote revision.

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