Siebel eAutomotive Guide > Working with Quotes > End-User Procedures >

Copying or Revising a Quote

If the end user's original quote is not accepted by the customer, she can create a revised version by clicking Revise on the My Quotes or the My Team's Quotes view.

NOTE:  The user can use the Quote screen to create a new opportunity associated with an existing or new account.

The user cannot use the Quotes screen to edit any existing opportunity or account.

The user cannot change the association between any existing opportunity and account, but the user can associate a different opportunity or account with the quote.

To copy or revise a quote

  1. To create a new quote based on an existing quote, select the record to be copied from the Quotes list.
  2. Click the menu button and select Copy Record.

    3. This action generates a new quote number for the new quote. All appropriate data is copied to the new record except for the Name, Created, and Quote Number fields. The quote Number is assigned automatically, the Name is left blank, and the Created date changes to today's date. The Revision field has a value of 1; the Price List reflects the selection made on the Quote tab of the Options dialog box and copies all line items.

  3. Click Revise to create a copy of the selected quote.

    4. All appropriate data is copied to the new record, including the Name and Quote Number fields, excluding the Created and Revision fields. This keeps the same quote number, increases the number in the Revision field, deactivates the previous revision, copies all line items and the price list, and sets the status to the first status value (usually In Progress). The Date field reflects today's date.

    NOTE:  The first version remains inactive and remains for historical tracking, but the user can mark the previous version as Active and then revise it.


 Siebel eAutomotive Guide 
 Published: 18 April 2003