Siebel Order Management Guide > Using Asset-Based Ordering >

Updating an Opportunity From a Quote

End users may need to update an opportunity with the potential revenue from a quote. This will keep managers current with the potential revenue and may impact their decisions.

To transfer revenue from a quote to an opportunity

  1. Navigate to the Quotes screen and select the desired quote.
  2. If you want to review the opportunity, perform the following steps:
    1. In the Quote list, drill down on the name in the Opportunity column.
    2. Review the information about the opportunity, and when you are finished, return to the Quotes screen.
  3. Click the Line Items view tab.
  4. In the Line Items list, verify that the quote line items and prices are correct.
  5. When you are satisfied the entries are correct, click Update Opportunity.

 Siebel Order Management Guide 
 Published: 18 April 2003