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Quote Types Used in Siebel eSales

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New quote types have been created to support anonymous users, persistent Shopping Carts, and Siebel eAuction. The quote types used in Siebel eSales are:

Anonymous Quote. Allows anonymous users to add items to the Shopping Cart. When an anonymous user logs in or registers, the quote type of the current quote is checked and converted to Persistent Cart. This preserves the Shopping Cart after login.

Workflows can be used to delete Anonymous Quote records if they last for more than a specified period of time, such as 48 hours. This would apply if the anonymous user chose not to log in.

Persistent Cart. The persistent Shopping Cart. Each user can have only one quote record of type Persistent Cart.

The persistent Shopping Cart works as follows:

When a user logs in, the run-time event WebLogin triggers the action set eSales Web Login Action Set, which invokes the Shopping Service method SetShoppingCart.
SetShoppingCart finds the quote with type Persistent Cart associated with that user and sets CurrentQuoteId to the ID of this quote.
Auction Quote. Created when a user wins a bid. Allows users to add auction items to the Shopping Cart.

Auction items cannot be added to a quote of type Persistent Cart and Auction Quote cannot be converted to Persistent Cart, because it is necessary to convert auction quotes to orders automatically after a given period of time. This is done using a workflow policy such as that shown in Table 11, which converts the quote to an order after two days.

Table 11. Workflow Policies

Workflow Policy	Fields	Action
Complete Auction Order	Quote Status = In Progress	Silent Authorize Order
	Quote Type = Auction Quote

For information on workflow policies, see Siebel Business Process Designer Administration Guide.

Quotation. When a user clicks Confirm Order on the Order Summary page, the quote type is changed from Persistent Cart or Auction Quote to Quotation and the status is changed to Order Placed.

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