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Adding Products to Product Groups for New Multi-Site Quotes

You can add products to product groups for new multi-site quotes. Before you submit a new multi-site quote, you can delete a product record that you add to a product group in it.

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

To add a product to a product group for a new multi-site quote

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 the Product Groups view tab, and select a record in the Product Groups list.
4. Click Products in the link bar to navigate to the Products view.
5. In the Products list, add a record, and complete the necessary fields.

   Some fields are described the following table.

   Field	Comments
   Line #	Displays a line number that is automatically generated for the product.
   Product	Select the product that is associated with the service. Before you submit the multi-site quote, you can change this field value for only new product records. This field is read-only for a submitted multi-site quote. You can select the same product for multiple product groups. You can also select a product that already exists in the Products list because duplicate records are allowed in the Products list.
   Action	Displays a value for the action of the product record. The field can have one of the following values: Add. This value indicates that a product record is added to the product group. Update. This value indicates that the configuration of an existing product record in the product group is modified. This value applies only to multi-site quote revisions. Delete. This value indicates that an existing product record in the product group is retired. This value applies only to multi-site quote revisions.
   Inclusion Date	Displays the date and time that the product record is associated with the product group. This field is read-only. Note the following points: For new product records, this field is blank. For existing product records on a multi-site quote revision, the value in this field is the same as the value in the Effective Date field for the corresponding product records in the source multi-site quote in which the product records were originally added. These corresponding product records have a value of Add in the Action field. For more information about changing the value in this field, see Changing the Inclusion Dates of Products for Multi-Site Quote Revisions.
   Retirement Date	Displays the date and time the product record is retired from the product group. Note the following points: For new product records, this field is blank. For existing product records on a multi-site quote revision, the value in this field is the same as the value in the Effective Date field for the corresponding product records in the source multi-site quote in which the product records were originally retired. These corresponding product records have a value of Delete in the Action field. For more information about changing the value in this field, see Changing the Retirement Dates of Products for Multi-Site Quote Revisions.
   Effective Date	Select the effective date and time that the product record is associated with the product group. This field is automatically populated with the requested date for the multi-site quote, but you can change this value to a later date and time. Note the following points: For new product records, the value in this field is the date and time of that the service associated with the product is effective. For existing product records on a multi-site quote revision, the value in this field is blank until you select a value when you configure or retire the product. For more information, see Changing Configurations of Existing Products for Multi-Site Revisions and Retiring Existing Products from Product Groups for Multi-Site Quote Revisions. Before you submit the multi-site quote, you can change the value in the Effective Date field to a later date and time. If you subsequently change the value in the Requested Date field to a date and time that is later than the value in the Effective Date field, then the multi-site quote becomes invalid. You are alerted about this invalidation when you validate the multi-site quote, attempt to review the order line items for the multi-site quote, or attempt to submit the multi-site quote. You must then change the value in the Effective Date field or the Requested Date field before you submit the multi-site quote.

6. If necessary, configure the product by completing the following steps:
   1. Select the effective date of the configuration in the Effective Date field.

      The effective date of the configuration must be the same as or later than the requested date for the multi-site quote.

   2. Click Customize to open Siebel Configurator and start a configuration session for the product record.

      NOTE:  The Customize button is enabled only for the products that you can configure. The customize feature is available only if you licensed Siebel Configurator.

   3. Configure the product, and add, remove, and configure its components as necessary.

      You use Siebel Configurator in the same way that you use it when you configure the products for any quote or order in Siebel Business Applications. For more information, see Siebel Order Management Guide.

   4. Close the configuration session.

      If you configure the product, the Product Attributes list includes information about the configuration.