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Creating Orders from Quotes
After you complete the initial quote and the customer agrees to the products and prices, you can create a sales order. For more information on sales orders, see Siebel Order Management Guide and Siebel Incentive Compensation Administration Guide.
To create an order from your quote
- Navigate to the Quotes screen.
- In the Quotes list, select the quote for which you want to generate an order.
- Click the Orders view tab.
- In the Orders list, click New.
The order inherits field values from the quote.
- In the Type field, select Sales Order from the drop-down list.
- In the Orders list, drill down on the Order # hyperlink.
The Orders line items view appears.
- In the Line Items list, click New to add line items to the order.
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Siebel Sales User Guide Published: 18 April 2003 |