Siebel Order Management Guide > Using Asset-Based Ordering >

Creating a Quote

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

To create a quote

  1. Navigate to the Accounts screen, select the appropriate account, and click the Account Summary view tab.

    2. The Account Summary view appears.

  2. In the Installed Asset list, click New.

    3. 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.

    5. 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.

    6. An eConfigurator session launches and displays selection pages.

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

    7. 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:

    Field
    Comments
    Item Net Price
    The price of the line item after discounts from pricing rules, volume discounts, or manual discounts. (Read-only)
    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}
    Extended Net Price
    Quantity times the unit net price. (Read-only)
    Discount Amount
    The amount to be discounted per unit, as a dollar figure.
    Discount%
    The discount amount relative to the unit price, shown as a percentage.
    Discount Price
    The total amount to be charged for the item, per unit.
    Non-Discount Extended Price
    The extended start price.


 Siebel Order Management Guide 
 Published: 18 April 2003