Siebel Energy Guide > Multi-Site Quotes in Siebel Energy > Process of Creating Multi-Site Quote Revisions (End User) >

Adding Product Groups to Multi-Site Quote Revisions

A multi-site quote revision inherits the field data for product groups in the source multi-site quote. You can add product groups to multi-site quote revisions when you must change the association between sites and products for the contract with the customer, and no existing product group is suitable for these new associations. The task of adding product groups to multi-site quote revisions is comparable to the task of adding product groups to new multi-site quotes. For more information about this task, see Adding Product Groups to New Multi-Site Quotes.

Before you submit a multi-site quote revision, you can delete a product group record that you add to it. The records in the Sites list and the Products list for that product group are also deleted. You cannot delete the product groups that are inherited from the source multi-site quote. However, you can change the sites and products that are associated with these product groups.

This task is a step in Process of Creating Multi-Site Quote Revisions (End User).

To add a product group to a multi-site quote revision

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

   Check the revision number and version number of the quote to make sure that you open the correct quote.

3. Click the Product Groups view tab.
4. In the Product Groups list, add a record, and complete the necessary fields.

   For more information about the fields, see Step 4 of Adding Product Groups to New Multi-Site Quotes.