Siebel Order Management Guide > Creating a Quote or Order > Process of Creating a Quote >

Starting a Quote

This section describes how to start a new quote from a number of screens:

• If you start the quote from the account, contact, or opportunity screen, your Siebel application automatically copies the account, contact, or opportunity information into the quote. If a price list is associated with the account or opportunity, it is also entered.
• If you start the quote using the Quotes screen, you must enter all this information manually.

For information about how to start a quote based on an existing asset, see Using Asset-Based Ordering.

This task is a step in Process of Creating a Quote.

To start a quote

1. Perform one of the following actions, depending on which screen you want to use to start the quote:
   • To start a quote from the Quotes screen, navigate to the Quotes screen.
   • To start a quote from an opportunity, navigate to the Opportunities screen, select the opportunity for which you want to generate a quote, and click the Quotes view tab.
   • To start a quote for a specific account, navigate to the Accounts screen, select the account for which you want to generate a quote, and click the Quotes view tab.
   • To start a quote for a specific contact, navigate to the Contacts screen, select the contact for which you want to generate a quote, and click the Quotes view tab.
2. In the Quotes list, add a new record. The following information is entered automatically in More Info form:

   Field	Comments
   Sales Rep	Your name is entered.
   Quote #	A unique system-generated number assigned to the quote when it is created.
   Revision	The number of revisions associated with the quote. When the quote is created, this value is 1.
   Created	The date the quote was created. Your Siebel application automatically sets the value for an active quote to the Start Date + 30 days.
   Active	A checkbox indicating whether the quote is active. When you create a quote, it is automatically marked as active. NOTE:  The quote must be designated as active in order to attach files to it or otherwise update it.
   Status	The initial status of the quote is In Progress. The status can be changed later, as the quote process continues. For example, if you convert the quote to an order, the status changes to Order Placed. Other statuses for the quote are defined by your company. Some of the statuses companies often use include Approved, Rejected, Expired, Placed, and Active.
   Effective As Of	Defaults to the created date. You can change this, if appropriate.
   Effective Through	Defaults to the effective date plus 30 days. You can change this if the quote will be available for a different length of time.
   Currency	Default currency for the quote.

3. Enter the following information in the new record and the More Info form:

   Field	Comments
   Name	Enter a name for the quote. If you do not enter a name, the quote number is assigned as the name.
   Discount	(Optional.) Enter a default discount percentage to be applied to the line items you add to the quote. This discount will be used instead of any pricing rules associated with a price list. For more information, see Applying a Manual Discount.
   Price List	Enter a price list to be used for the quote, if one is not assigned automatically through association with the account. Available price lists are restricted by the currency associated with this quote.
   Opportunity	(Optional.) Select an opportunity associated with the quote. The account associated with opportunity is automatically inserted.
   Account	Select the account with which the quote should be associated, if one has not been entered automatically.
   Last Name and First Name	Select the contact for this quote, if one has not been entered automatically.
   Due	(Optional.) Enter a due date for the quote.
   Comments	Enter any comments about the quote.