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Using Copy Record to Copy or Revise a Quote

This procedure uses the Copy Record command to copy or revise a quote.

To use Copy Record to copy or revise a quote

  1. Navigate to the Quotes screen > List view.
  2. Select a quote record that you want to copy or revise.
  3. Click Menu, and select Copy Record.

    The following action occurs:

    • A new quote number is created for the quote.
    • All appropriate data is copied to the new record except for the Name, Created, and Quote Number fields.
    • The quote Number is assigned automatically, the Name is left blank, and the Created date changes to today's date.
    • The Revision field has a value of 1; the Price List reflects the selection made on the Quote tab of the Options dialog box and copies all line items.
Related Topics
Siebel Automotive Guide