Siebel Interactive Selling Applications Upgrade Guide > Upgrading to eSales Version 7 > Postupgrade Tasks >

Hiding Quotes

If you determined in Displaying Quotes that the new quotes functionality will have implications for your implementation of Siebel, you will need to change the way quotes display.

To hide quotes in eSales that were created in Siebel Sales and Siebel Call Center

To prevent these quotes from appearing under My Quotes in eSales, modify the search specification on the Quote List Applet (eSales) so they are not displayed in the Saved Quotes View (eSales) view:

  1. Open Siebel Tools.
  2. Locate the Quote List Applet (eSales).
  3. Set the Search Specification field to:

    4. [Contact Id] =LoginId()

    AND [Status] <> LookupValue ("QUOTE_STATUS", "Order Placed")

    AND [Quote Type] <> LookupValue ("QUOTE_TYPE", "Persistent Cart")

    AND [Quote Type] <> LookupValue ("QUOTE_TYPE", "Template")

    AND ([Created By] <> LoginId() OR [Quote Type] == LookupValue ("QUOTE_TYPE", "Auction Quote"))

  4. To prevent these quotes from appearing under My Company Quotes in eSales, remove the Saved Quotes View - My Company (eSales) from the Web Purchasing Manager responsibility:
    1. Open Siebel Call Center or Siebel Sales.
    2. Navigate to Site Map > Application Administration >Responsibilities.
    3. Query for "Web Purchasing Manager" in the Responsibility field.
    4. Query for "Saved Quotes View - My Company*" in the View Name field.
    5. Remove this view from the responsibility by clicking Applet Menu > Delete Record.

 Siebel Interactive Selling Applications Upgrade Guide 
 Published: 18 April 2003