Siebel Order Management Guide Addendum for Industry Applications > Employee Use of Order Management >

Creating a Quote (End User)

End users can use the procedure below to create a quote for an existing customer. This quote will add a new service or product.

NOTE:  When you use this procedure, the account type determines whether a quote or order is created. If the account type is Residential, quotes are not created and all modifications of the service profile create an order directly. For all other account types, a quote is created.

To create a quote

  1. Navigate to the Accounts screen, and in the Account list, drill down on the account name hyperlink.

    The Customer Portal view appears.

  2. In the Service Items list, click New.

    The Quote form and Line Item list appear.

    NOTE:  If there is already an active quote for this account, it is shown. If there is not already an active quote, a blank new quote appears.

    In the Quote form, the Status field displays In Progress and the Quote # field displays a unique number generated by the system. The Quote Name field also displays this unique number, which you may change to a quote name.

  3. In the Line Items list, click Add Items.
  4. In the Pick Products dialog box, select the items that the customer wants, and click OK.

    The Action field for the line items you added displays Add. For products and services that are customizable, the Customize button is available.

  5. To customize an item, select it in the Line Items list and click Customize.

    A Configurator session launches and displays selection pages.

  6. Make the selections that the customer wants, and click Done.

    The Quote Line Items list appears with the quote.

    Some fields in the Line Items list and the Totals form below it are described in the following table:


    Item Net Price

    The price of the line item after discounts from pricing rules, volume discounts, or manual discounts. (Read-only)

    Extended Price

    Quantity times the start price.

    Net Discount%

    The percentage of the start price that the discount equals. If a discount was entered in either Discount Amount or Discount Price, this percentage is calculated based on the discount entered and the start price. (Read-only}

    Tier Price

    Information about the pricing tiers applicable to the product.

    Service Point

    Serial number of the service point's asset with which the item is associated, for example a phone jack.

    Service Id

    Free-text identifier for the service item, for example a phone number.

    NRC Subtotal

    Non-recurring charge subtotal. The sum of all items within a customizable product with a one-time price type.

    MRC Subtotal

    Monthly recurring charge subtotal. The sum of all items within a customizable product with a per-month UoM.


    Action required for delta processing. Choices are add, update, delete, or - (dash). A dash means the item was not changed, though the associated child line items may change.

    Billing Account

    Account which is billed for the service.

    Service Account

    Account at which the service is provided.

    Agreement Name

    Agreement under which the quote line item was made.

    Adjustment MRC

    Total adjustments for monthly recurring charges.

    Adjustment NRC

    Total adjustments for non-recurring charges.

    Item Total MRC

    Total charges for monthly recurring charges.

    Item Total NRC

    Total charges for non-recurring charges.

    Net Total MRC

    Net total for monthly recurring charges.

    Net Total NRC

    Net total for non-recurring charges.

    Total Item Discount MRC

    Total discounts for monthly recurring charges.

    Total Item Discount NRC

    Total discounts for non-recurring charges.

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