|
Siebel Sales Handheld Guide > User Properties and Methods > Methods >
AutoQuote
The AutoQuote method generates a quote from an opportunity. The opportunity may contain one or more products. A quote item is generated for each product in the opportunity that has the AutoQuote field flag selected. When the AutoQuote method is executed, the quote business component fields are populated with the values shown in Table 36.
Table 36. AutoQuote Method
|
|
Quote Number |
This field is assigned a system-generated value |
Revision |
1 |
Name |
Quote Number
(or user-provided name) |
Opportunity |
Opportunity from which AutoQuote was called |
Account |
Opportunity's account |
Account Location |
Opportunity's account location |
Status |
In Progress |
Active |
Flag is set to on |
Currency |
Opportunity's currency code |
Price List |
Opportunity's price list |
Sales Rep |
User's login |
Start Date |
Today's date |
End Date |
Today's date + 30 days
(30 days is determined by the QUOTE_EXPIRATION_PERIOD LOV) |
The Quote Item business component fields are populated from the corresponding Opportunity Product's business component fields as shown in Table 37:
Table 37. Population of Fields in Quote Item View
|
|
From Opportunity Product View |
|
Product |
Product |
Product Quantity |
Extended Quantity Requested |
Write-In Product (Not exposed) |
Write-In Product (Not exposed) |
Expected Delivery Date |
Requested Delivery Date (Not exposed) |
ID (Not exposed) |
Opportunity Product ID (Not exposed) |
Fields that are noted as "Not exposed" do not appear in the user interface. In addition, the Quote Number field in the generated quote is copied back to the Opportunity Product view (Table 38).
Table 38. Population of Fields in Opportunity Product View
|
|
|
To Opportunity Product View |
Quote Number |
Quote Number (Not exposed) |
| 
