Siebel Sales User Guide > Quotes >

Creating Delta Quotes

When you create a quote, you can add to or make changes to the customizable products the customer has already purchased. Generally, these products, which are also called customizable assets, have attributes and features that can be modified. For instance, a company might purchase several hundred computers, which can have different specifications for drive capacity, memory, and peripherals that can be upgraded.

Favorites are new products being sold for the first time. Delta Quote products are items being sold as add-ons or replacement components for products you have already sold. In a Delta Quote, only new or changed items have a price. Unchanged items have no price associated with them. When you add a Favorite to a quote, all the items in the customizable product have a price.

Using the computer purchase example, after the customer has owned the computers for a while, you can provide the customer with a delta quote that lists additional memory or other available upgrades. First, you create a quote and select the customer's customizable asset, which, in this case, is the computer model. Then, you configure the asset by adding or removing items and saving your changes.

To create a delta quote

  1. Navigate to the Quotes screen, and in the Quotes list, select the quote to which a delta quote will be added.
  2. Click the Line Items view tab.
  3. In the Line Items list, click the menu button, and then choose Delta Quote.
  4. In the Customizable Asset dialog box, locate the asset you want to add to the quote, and then click OK.

    5. The Customizable Asset dialog box lists all customizable product assets for the account.

  5. In the Line Items list, highlight the customizable asset, and then click Customize.

    6. This starts an eConfigurator configuration session. The configuration of the customizable asset displays in the session's selection pages.

  6. Revise the configuration of the customizable asset by making selections and click Done to return to the Quote list.

    7. The revised configuration displays in Quotes screen's Line Items view.

Viewing Delta Status for a Quote Item

All the items in the revised asset receive a status when they are copied to the quote after a configuration session. The status tells you whether the item was changed during the configuration session.

Table 7 describes the Delta Status values.

Table 7. Delta Status Values
Delta Status
Comments
Existing
All items that were not changed. These items display no price.
Modified
All items for which attribute settings have changed. All items with a status of Modified are priced as new items.
New
All items that have been added or for which the quantity increased. If the quantity of an item increased, the original quantity is shown with a status of Existing. A second entry in the quote shows the increase, has a status of New, and displays a price.
Removed
All items that were removed or decreased in quantity. If the quantity of an item is reduced, the new quantity appears with a status of Existing. A second entry in the quote shows the reduction and has a status of Removed.

To view the delta status of an item in a delta quote

  1. Navigate to the Quotes screen, and in the Quotes list, select the quote.
  2. Click the Line Items view tab, and then select the line item for which you want to view status information.
  3. Click the Line Item Detail subview tab, and then review the Delta Quote status in the Delta Status field.

    4. You may need to click the show more button to see the field.


 Siebel Sales User Guide 
 Published: 18 April 2003