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Using Auto Quote in Siebel Medical Handheld
If you are working with an opportunity for which the products and solutions have already been specified in the Opportunity Products view, there is a faster method to generate a quote. You can use the Auto Quote button. When Auto Quote generates a quote from an opportunity, quote line items are created for each product under the opportunity that has the Auto Quote flag checked. The Quote Item fields are populated from the corresponding Opportunity Product's fields, as shown in Table 34.
Table 34. Quote Item Fields Populated by Opportunity Product Fields
Opportunity Product Fields |
|
Product |
Product |
Product Quantity |
Extended Quantity Requested |
In addition, information from the generated quote's Quote # field is copied to the Opportunity Products' Quote # field. The Part Number field of the generated Quote Item is determined by the quote item's product. Table 35 shows the quote record fields that are automatically populated when Auto Quote is used to create a quote.
Table 35. Quote Fields Populated with Auto Quote
|
|
Quote # |
System generated |
Revision |
1 |
Name |
Quote number, unless the user provides another value |
Opportunity |
The opportunity from which the quote is automatically generated. |
Account |
The account for the opportunity |
Account Site |
The location of the account associated with the opportunity |
Status |
In Progress |
Active |
Checked |
Currency |
The currency code for the opportunity |
Price List |
The price list associated with the opportunity's account |
Sales Rep |
User ID |
Effective |
Current date |
Through |
Current date plus 30 days (30 days is determined by the QUOTE_EXPIRATION_PERIOD list of values.) |
To create a quote using Auto Quote
- Navigate to the Opportunities screen.
- In the My Opportunities list, select the opportunity for which the quote will be generated.
- From the Show drop-down list, select Quotes.
- In the Opportunity Quotes view, tap Auto Quote.
Some of the fields are described in the following table:
|
|
Quote # |
Read only. A unique, system generated identifier. |
Revision |
Read only. Automatically generated value which reflects the revision state of the record. |
Name |
Read only. An automatically generated hyperlink. Tap this field and the More Info view of the quote will appear, along with the opportunity for which the quote is being generated. |
Status |
A drop-down list which enables you to choose the status of the quote, for instance, Closed, Accepted, Expired, and so on. |
Price List |
Tap this field to access a picklist of preconfigured price lists. |
- Edit fields as necessary, and then tap the hyperlink in the quote Name field.
- In the Quote detail form, enter additional information about the quote.
Some fields in the Quote detail form are described in the following table:
|
|
Opportunity |
A hyperlink with the name of the opportunity. Tap this hyperlink to see details in the Opportunity detail view. |
Account |
The account under which the opportunity is drawn. |
Price List |
The name of the price list chosen in the Auto Quote view. |
Discount |
Tap for a list of values from which you can chose the discount percentage you will be giving the opportunity. |
Sales Rep |
The name of the user. |
Effective |
Chose from a calendar view to set the effective date for the quote. |
Through |
Current date plus 30 days (30 days is determined by the QUOTE_EXPIRATION_PERIOD list of values.) |
- From the Show drop-down list, choose My Quote to review the quote.
|