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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.

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.

To create a quote using Auto Quote

1. Navigate to the Opportunities screen.
2. In the My Opportunities list, select the opportunity for which the quote will be generated.
3. From the Show drop-down list, select Quotes.
4. In the Opportunity Quotes view, tap Auto Quote.

   Some of the fields are described in the following table:

   Field	Comments
   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.

5. Edit fields as necessary, and then tap the hyperlink in the quote Name field.
6. In the Quote detail form, enter additional information about the quote.

   Some fields in the Quote detail form are described in the following table:

   Field	Comments
   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.)

7. From the Show drop-down list, choose My Quote to review the quote.