Siebel Communications Guide > Opportunities in Siebel Communications >

Creating a Quote for an Opportunity in Siebel Communications (End User)

End users can create a quote for an opportunity, view all quotes for an opportunity, or update an opportunity with product information taken from the Quotes view. For the updating opportunity feature to work, the following conditions must be met:

• In the Product Administration view, the number of occurrences must be greater than 0 for the product. For more information, see Siebel Product Administration Guide.
• In the Price List list of the Quotes screen, all products end users can associate with the opportunity or quote must be defined as Price List line items.
• In the Line Items view of the Quotes screen, the Extended Price of the quote line item must be more than 0.
• In the Quotes list of the Opportunities screen, the Price List must be selected. For more information, see Associating a Product with an Opportunity in Siebel Communications (End User).

If these conditions are not met, then Siebel Communications cannot generate revenue line items for the Opportunity. The revenue is note accurate until a quote is configured and the opportunity is updated from it.

To create a quote for an opportunity

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the name of the opportunity.
3. Click the Quotes view tab.
4. In the Quotes list, complete the following steps:
   1. Click Auto Quote.

      A new quote is created with default values in some fields.

   2. In the Price List field, select a price list, and complete the necessary fields for the new quote.
   3. Drill down on the name of the quote.

      The Quote form appears with the Line Items view beneath it.

5. In the Line Items list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Extended Net Price	Displays the extended net price. This field is calculated by multiplying the net price by the quantity.
   MRC Subtotal	Displays the total monthly recurring charges for the line item.
   NRC Subtotal	Displays the total nonrecurring charge for the line item.
   UoM	Displays the unit of measure for the line item. This field value depends on the price type. For a one-time fee, the value is for each unit. For recurring fees, the value is for a time period, such as for each month or for each quarter.

6. To modify line item details, complete the following steps:
   1. Click Line Details in the link bar.

      NOTE:  Administrators specify much of the product information in the Administration - Product screen. When the products are added to the quote as line items, default product information is populated for some line item fields.

   2. To adjust a discount, edit the field values in the Pricing Details section of the form.

      For more information about line item details, see Siebel Order Management Guide Addendum for Communications.

7. In the Quote form, click Update Opportunity.

   Revenue line items are added to the opportunity for every one-time or recurring charge in every product.