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Creating Records for New Multi-Site Quotes

You can create a record for a new multi-site quote in the following ways:

• From the Multi-Site Quotes screen. For more information, see Creating Records for New Multi-Site Quotes from the Multi-Site Quotes Screen.
• From the Accounts screen. For more information, see Creating Records for New Multi-Site Quotes from the Accounts Screen.
• Using the New Version button. For more information, see Creating New Versions of Multi-Site Quotes (End User).

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

Creating Records for New Multi-Site Quotes from the Multi-Site Quotes Screen

You can create a record for a new multi-site quote from the Multi-Site Quotes screen. You can delete the record for a new multi-site quote if you have not yet submitted that new multi-site quote.

To create a record for a new multi-site quote from the Multi-Site Quotes screen

1. Navigate to the Multi-Site Quotes screen, then the List view.

   Alternatively, you can navigate to the Home view of the Multi-Site Quotes screen, enter field values in the Add applet, click Add & Go to navigate to the form for the created multi-site quote, and enter values for other fields.

2. Add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	Type a name for the new multi-site quote. If you do not enter a name, then this field is automatically populated with the multi-site quote number. Before you submit the multi-site quote, you can change this field value.
   Multi-Site Quote #	Displays a multi-site quote number that is automatically generated.
   Revision #	Displays a value of 0 by default when you create a new multi-site quote. For more information about how this field value can change, see Creating Records for Multi-Site Quote Revisions.
   Version #	Displays a value of 1 by default when you create a new multi-site quote. For more information about how this field value can change, see Creating New Versions of Multi-Site Quotes (End User).
   Requested Date	Displays the time of 12:00 A.M. and the date after the current date by default. Select the date and time that you expect to submit the multi-site quote. Select a suitable date in the future to allow sufficient time for you to finalize the multi-site quote, for people inside and outside of your organization to validate and approve the quote, for the customer to review and approve the quote, and for the order-provisioning system to prepare to execute the order line items for the quote on the due dates of those order line items. Before you submit the multi-site quote, you can change this field value to a different date and time. For more information about how changing the requested date affects the multi-site quote, see About the Requested Date Field for Multi-Site Quotes.
   Status	Displays a value of In Progress by default. Before you submit the multi-site quote, you can change this field value. Valid values include Rejected, Closed, Expired, Hold, Pending, Customer Approved, Won, and Lost. After you submit the multi-site quote, this field value changes to Order Placed, and you cannot change this field value.
   Account	Select the account that you want to associate with the multi-site quote.
   Last Name	Select a contact for the account that you want to associate with the multi-site quote, if necessary.

Creating Records for New Multi-Site Quotes from the Accounts Screen

You can create a record for a new multi-site quote from the Accounts screen. You can delete the record for a new multi-site quote if you have not yet submitted that new multi-site quote.

To create a record for a new multi-site quote from the Accounts screen

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click the Multi-Site Quotes view tab.
4. In the Multi-Site Quotes list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Multi-Site Quote #	Displays a multi-site quote number that is automatically generated.
   Revision #	Displays a value of 0 by default when you create a new multi-site quote. For more information about how this field value can change, see Creating Records for Multi-Site Quote Revisions.
   Version #	Displays a value of 1 by default when you create a new multi-site quote. For more information about how this field value can change, see Creating New Versions of Multi-Site Quotes (End User).
   Name	Type a name for the new multi-site quote. If you do not enter a name, then this field is automatically populated with the multi-site quote number. Before you submit the multi-site quote, you can change this field value.
   Requested Date	Displays the time of 12:00 A.M. and the date after the current date by default. Select the date and time that you expect to submit the multi-site quote. Select a suitable date in the future to allow sufficient time for you to finalize the multi-site quote, for people inside and outside of your organization to validate and approve the quote, for the customer to review and approve the quote, and for the order-provisioning system to prepare to execute the order line items for the quote on the due dates of those order line items. Before you submit the multi-site quote, you can change this field value to a different date and time. For more information about how changing the requested date affects the multi-site quote, see About the Requested Date Field for Multi-Site Quotes.
   Status	Displays a value of In Progress by default. Before you submit the multi-site quote, you can change this field value. Valid values include Rejected, Closed, Expired, Hold, Pending, Customer Approved, Won, and Lost. After you submit the multi-site quote, this field value changes to Order Placed, and you cannot change this field value.
   Account	Displays the account for this multi-site quote.