Siebel Order Management Guide > Working with Quotes >

Verifying a Quote

Your company may request that end users verify a quote manually, or the verification process may be handled automatically through a customized workflow process. End users should check with the application administrator to find out how the verification process is handled for your company.

When an end user verifies a quote manually, quote verification performs the following:

• Verifies that the price list is valid. This includes checking that:
  • The price list exists in the dialog box
  • The price list starts before the quote's start date and ends after the quote's end date (if the quote start date and end date exist)
• Verifies that the products within the line items are valid. This includes checking that:
  • The product exists in the dialog box
  • The product starts before the quote's start date and ends after the quote's end date (if the quote start date and end date exist)
  • The product has valid attributes
  • The product has the correct list price
• Checks to see if a configurable product has been added. If it has, verifies that all required components are included
• Verifies that the discount amount of the quote does not exceed the quote's total list price
• Checks credit status, if a purchase order has been entered as a payment type

To verify a quote manually

1. Navigate to the quote you want to verify.
2. In the Quotes list or the Quote header summary, click the menu button and then click Verify.

   Your Siebel application checks the validity of the products, price lists, and totals shown in the quote. When verification is complete, you will see a message. Any problems in the quote are detailed.