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Siebel Automotive Guide > Managing Quotes > Copying or Revising a Quote >
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
- From the application-level menu, choose Navigate > Site Map > Quotes > List.
- Select the record.
- Click the menu button and select Copy Record.
The following action takes place:
- 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.
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