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About Multi-Site Quotes in Siebel Energy

Multi-site quotes apply to sites. A site is a location that receives services. A service account can designate a site, and a service point that is associated with a service account can designate a site. If a service account has a premises address, then you can associate a service point with it.

Employees (such as sales people, account managers, contract management specialists, order fulfillment specialists, and call center agents) and managers (such as contract supervisors, product line managers, sales managers, and customer service managers) can use multi-site quotes. End users can use the quote and order capture module to create and manage quotes and orders that have a limited number of order line items. These end users can use the multi-site ordering module to create and manage quotes and orders that have thousands of order line items.

To administer multi-site quotes, you must understand order management, product administration, and pricing administration. For more information, see Siebel Order Management Guide, Siebel Product Administration Guide, and Siebel Pricing Administration Guide.

For multi-site quotes, you can complete the following tasks:

• Create multi-site quotes for new services.
• Create new versions of multi-site quotes to assess alternate proposals and to optimize the priced offerings for customers.
• Decompose multi-site quotes to review the order line items for the services in the multi-site quotes.
• Submit multi-site quotes to generate and submit to the order-provisioning system the order line items for services in the multi-site quotes.
• Create multi-site quote revisions to change existing services and to add new services as required during the period of the contract with the customer.

An order-provisioning system is a set of integrated applications and other functionality. Its main component is a billing application that calculates bills and invoices customers for provided services. Additionally, an order-provisioning system can perform the following tasks:

• Manage field work to start, stop, and oversee provided services.
• Set up the collection and validation of usage measurements of provided services.
• Manage the provided services and expected energy usage in the portfolio of an energy services company to manage the company's operations for energy trading, risk management, scheduling, and settlement.