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Changing Exit Date of Sites in Product Groups for Multi-Site Quote Revisions

You can change the exit date of the sites in a product group for a multi-site quote revision when the period that the sites are subject to the services that are associated with the products in the product group changes. This period can change when the customer changes the closing dates for its locations.

You also change this date because service conditions for a site change, and you must stop the services that are associated with the products in the product group for the site, and then add that site to another product group. For such a site move from one product group to another product group, make sure the exit date for the site in the first product group and the entry date for the site in the second product group are the date and time of the service change for the site.

You can change only the exit dates that are later than the requested date of the multi-site quote revision. That is, you can change service periods only for services that have not yet stopped.

When you change the period that a site is subject to the services that are associated with the products in a product group, the order line items that are generated from the multi-site quote revision include the corresponding changes to the services that are provided at the site. These changes can include the following changes:

• The period for services that are associated with the products in the product group can change.
• A new service for a product might be created when an overlap is created. An overlap is created when part of the period for a site in a product group is the same as part of the period for a product in that product group. The entry and exit dates denote the period for a site, and the inclusion and retirement dates denote the period for the service of a product.
• An existing service for a product might be cancelled when such an overlap is deleted.

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

To change the exit date of 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 modify.
5. Change the value in the Exit Date field for the site.

   This field is described in the following table.

   Field

   Comments

   Exit Date

   Select the date and time that the site is last subject to the services that are associated with the products in the product group. When this field is blank, the site is subject to the services that are associated with the products in the product group as long as the services are in effect. You can change this field value only when it is later than the requested date for the multi-site quote revision. You can change this field value only to a value that is the same as or later than the requested date for the multi-site revision. The exit date must be later than the entry date. For more information about the exit date, see Adding Sites to Product Groups for New Multi-Site Quotes.

   The value in the Action field for the site record changes to Update.