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Siebel Order Management Guide Addendum for Industry Applications > Employee Use of Order Management >
Creating a Quote That Modifies a Service Asset (End User)
Employee end users can use the procedure below to create a quote that is based on an asset. For example, a customer has five phone lines installed as part of a small business service product. The customer calls and wants to add additional phone lines. You would use the existing service item as the basis for a new quote that adds additional phone lines.
To modify an installed asset
- Navigate to the Accounts screen, and in the Account list, drill down on the account name hyperlink.
The Customer Portal view appears.
- In the Installed Asset list, select the service item you want to modify.
- Click Modify.
Siebel eConfigurator displays the current configuration of the item, adjusted for any open orders.
- In the eConfigurator selection pages, modify the configuration by adding or deleting items or by changing item attribute values.
- When you are finished modifying the configuration, click Done in the selection pages.
The Quote form appears and the changes you made are shown in the Line Items list.
- In the Line Items list, verify that items display correctly and have the correct action codes.
The configuration displayed in the quote is a composite of the asset as it is currently installed and adjustments to the asset requested in open orders.
- Click Profile to return to the Customer Portal view.
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Siebel Order Management Guide Addendum for Industry Applications Published: 18 April 2003 |