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Submitting a Quote for Revenue Evaluation

A quote is automatically submitted to the designated revenue manager for review when the sales representative resets the value in the Status field of the evaluation form. The sales manager can access the evaluation in the Evaluation screen list. After the evaluation is submitted, the evaluation form and the quote cannot be modified by the sales representative.

The status of the quote evaluation changes as the revenue management evaluation progresses through various stages. Table 80 describes the status conditions during the revenue evaluation process.

Table 80. Revenue Evaluation Statuses
Next Status

Not Applicable

The default state. This status indicates that the quote has not yet been submitted for evaluation.



This status is set by the sales representative to submit the quote to the revenue manager. This option is only available if the revenue evaluation for the quote goes through multiple iterations.

In Process

In Process

This status indicates that the revenue manager has started to review the quote.

Approved, Rejected


The revenue manager sets this status to indicate that the evaluated quote is approved.



The revenue manager sets this status to indicate the evaluated quote is not approved.


This task is a step in Process of Revenue Management.

To submit a quote evaluation form to the revenue manager

  1. Navigate to the Quotes screen > List view.
  2. In the Quotes list, query for the quote record.
  3. In the Quote record, click the link in the Name field.
  4. Click the Evaluations view tab.
  5. In the quote evaluation form, set the value in the Evaluation Status field to Submitted.
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