Siebel Order Management Guide > Working with Quotes >

Revising a Quote

End users can make changes to an initial quote to keep it updated with the appropriate products, price lists, discounts, and so forth. During negotiations with a customer, an end user can add or delete products from a quote and compare features and price.

The Revise feature allows an end user to revise your original quote. Revising a quote creates a new quote record with the same quote number. The versions are distinguished by a revision number. All revisions of a quote appear in the quote list.

NOTE:  Making changes to a quote does not automatically create a revised quote. If the end user wants to keep the original quote and have a revision, the user must complete the steps in the following procedure to create a revised quote.

To revise a quote

1. Navigate to the All Quotes view of the Quotes screen.
2. In the Quotes list, select the quote you want to revise.
3. Click Revise.

   A new quote, with the same quote number is created.

4. Revise the information in the quote form, the line items, or other information as needed.

   In the Quotes screen you will see both the original quote and the revised quote. You can verify which one is the revision by looking in the Revision column.

NOTE:  When the end user revises a quote, the original quote becomes inactive and read-only.