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Reviewing Order Line Items for Multi-Site Quotes (End User)

While developing a multi-site quote, you can trigger a decomposition process that creates the order line items for the services that are associated with the products in the multi-site quote. When you change existing products in a multi-site quote revision, the decomposition process might mark for cancellation previously submitted order line items that are cancelled because of your changes in the multi-site revision. You can review all order line items at any time before you submit the multi-site quote. For more information, see Submitting Multi-Site Quotes (End User).

Before you forward the multi-site quote to other employees or the customer for review, you can review these order line items to verify whether the multi-site quote generates the order line items that you anticipate. You can change the information in the multi-site quote, trigger the decomposition process again, and review the order line items until the correct order line items are generated.

If a multi-site quote has many sites, products, and billing accounts, then the decomposition process can take a long time. This process is an asynchronous process, so you can continue to work in Siebel Energy while the process occurs. For more information, see About the Decomposition of Multi-Site Quotes.

To review the order line items for a multi-site quote

1. Navigate to the Multi-Site Quotes screen, then the List view.
2. Drill down on the name of the multi-site quote.
3. Click Preview Order.

   The value in the Processing Status field shows the status of the decomposition process. You can click Refresh to view the most current status of the decomposition process. When the decomposition process is complete, the field value changes to Completed.

   If the validation process finds an error in the information for the multi-site quote, then an error message appears.

4. If an error message appears, then change the information in the multi-site quote to correct the validation error, and repeat the Step 3 until an error message does not appear.
5. Click the View Order Line Items view tab to view the order line items when the decomposition process is complete.

   For a multi-site quote revision, this view displays only new order line items. This view does not display previously submitted order line items that are cancelled because of changes in the multi-site revision.

6. Review the order line items to make sure they are correct.

   You can query for specific order line items and sort the order line items by field.

7. Click the Cancelled Order Line Items view tab to view information about the order line items that are marked for cancellation.

   To view details about these order line items, you can search for the values in some fields of this view. For example, you can search for the value in the Order Number field in the List view of the Sales Order screen.