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About Data Transformation in Multi-Site Quote Revisions


This topic includes the following information:

Multi-Site Quote Revisions of New Multi-Site Quotes

When you create a multi-site quote revision of a new multi-site quote, the revision inherits the field data for the site characteristics, product groups, and billing groups in the source multi-site quote. However, the following field values change:

  • The default value in the Requested Date field for the multi-site quote in the revision is 12:00 A.M. and the later date of the following dates:
    • The date after the requested date in the source multi-site quote
    • The date after the current date
  • The values in the Action fields for the site records, product records, and records for the billing account associations in the revision are deleted.
  • The values in the Effective Date fields for the product records in the revision are deleted.
  • The value in the Inclusion Date field for the product records in the revision is the same as the value in the Effective Date field for the corresponding product records in the source multi-site quote. These corresponding product records have a value of Add in the Action field.

Multi-Site Quote Revisions of Multi-Site Quote Revisions

When you create a multi-site quote revision of a multi-site quote revision, the revision inherits the field data for the site characteristics, product groups, and billing groups in the source multi-site quote. However, the following field values change:

  • The default value in the Requested Date field for the multi-site quote in the revision is 12:00 A.M. and the later date of the following dates:
    • The date after the requested date in the source multi-site quote
    • The date after the current date
  • The values in the Action fields for the site records, product records, and records for the billing account associations in the revision are deleted.
  • The values in the Effective Date fields for the product records in the revision are deleted.
  • The value in the Inclusion Date field for the product records in the revision is the same as the value in the Effective Date field for the corresponding product records in the source multi-site quote revision in which the product records were originally added. These corresponding product records have a value of Add in the Action field.
  • The value in the Retirement Date field for the product records in the revision is the same as the value in the Effective Date field for the corresponding product records in the source multi-site quote revision in which the product records were last retired. These corresponding product records have a value of Delete in the Action field.
  • The values in the Billing Transfer Date fields in the records for the billing account associations in the revision are deleted.
  • The values in the Site Status fields for the site records in the revision is Inactive for the corresponding site records in the source multi-site quote revision in which the site records were originally deactivated. These corresponding site records have a value of Deactivate in the Action field.
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