Siebel Order Management Guide > Creating a Quote or Order >

Common Tasks for Creating Quotes and Orders

After you have created either a quote or an order record, you must perform the common tasks described in this section to provide the remaining information required by the quote or order.

First, you must perform one of these two tasks:

• Process of Creating a Quote
• Process of Creating an Order

Then, to complete the quote or order, you perform the following tasks:

1. Adding Products to a Quote or Order
2. Working With Line Items of Quotes and Orders
3. Viewing and Recalculating Prices
4. Applying a Manual Discount
5. Adding Shipping Information
6. Calculating Shipping Charges
7. Calculating Taxes
8. Checking Availability to Promise (ATP)
9. Working with Payment Information for Quotes or Orders