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Creating a Quote Using Asset-Based Ordering

End users can use the following procedure to create a quote for an existing customer purchasing a new service or product.

You can create a quote based on the assets of either an account or of a contact. This procedure shows how to create a quote for an account. Use a similar procedure to create a quote for a contact, but navigate to the Contact screen, then the Contacts List view.

When you use this procedure, the account type determines whether a quote or order is created. If the account type is Residential, quotes are not created and all modifications of the service profile create an order directly. For all other account types, a quote is created.

For contact-based ABO, the user creates orders directly and does not create quotes.

NOTE:  The following procedure shows how to create a quote for an asset owned by an account. You can also create a quote for an asset owned by a contact using a similar procedure, by navigating to the Contacts screen, then the Contact Summary view.

To create a quote

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, click the name of the appropriate account.
3. Click the Account Summary view tab.
4. In the Installed Asset list, click New.

   The Quote form and Line Item list appear.

   NOTE:  If there is already an active quote for this account, it is shown. If there is not already an active quote, a blank new quote appears.

   In the Quote form, the Status field displays In Progress and the Quote # field displays a unique number generated by the system. The Quote Name field also displays this unique number, which you may change to a quote name.

5. In the Line Items list, click Add Items.
6. In the Pick Products dialog box, select the items that the customer wants, and click OK.

   The Action field for the line items you added displays Add. For products and services that are customizable, the Customize button is available.

7. To customize an item, select it in the Line Items list and click Customize.

   A Configurator session launches and displays selection pages.

8. Make the selections that the customer wants, and click Done.

   The Quote Line Items list appears with the quote.

   Some fields in the Line Items list, and the Totals form below it, are described in the following table:

   Field	Comments
   Item Net Price	The price of the line item after discounts from pricing rules, volume discounts, or manual discounts. (Read-only)
   Extended Price	Quantity times the start price.
   Net Discount%	The percentage of the start price that the discount equals. If a discount was entered in either Discount Amount or Discount Price, this percentage is calculated using the discount entered and the start price. (Read-only)
   Extended Net Price	Quantity times the unit net price. (Read-only)
   Discount Amount	The amount to be discounted per unit, as a dollar amount.
   Discount%	The discount amount relative to the unit price, shown as a percentage.
   Discount Price	The total amount to be charged for the item and for each unit.
   Non-Discount Extended Price	The extended start price.
   Sub-Total	The sum of all items within a product with components with a one-time price type.
   MRC Subtotal	Monthly recurring charge subtotal. The sum of all items within a product with components with a per-month UoM.
   Action	Action required for processing a modify order. Choices are add, update, delete, suspend, resume, or - (dash). A dash means the item was not changed, though the associated child line items may change.
   Agreement Name	Agreement under which the quote line item was made.
   Adjustment MRC	Total adjustments for monthly recurring charges.
   Adjustment NRC	Total adjustments for non-recurring charges.
   Item Total MRC	Total charges for monthly recurring charges.
   Item Total NRC	Total charges for non-recurring charges.
   Net Total MRC	Net total for monthly recurring charges.
   Net Total NRC	Net total for non-recurring charges.
   Total Item Discount MRC	Total discounts for monthly recurring charges.
   Total Item Discount NRC	Total discounts for non-recurring charges.