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

Adding Sites to Product Groups for New Multi-Site Quotes

You can add sites to product groups for new multi-site quotes. Before you submit a new multi-site quote, you can delete a site record that you add to a product group in it.

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

To add sites to a product group for a new 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 the Product Groups view tab, and select a record in the Product Groups list.
4. Click Sites in the link bar to navigate to the Sites view.
5. If you want to add a single site to the product group for the new multi-site quote, then add a record to the Sites list, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Site	Select a site. Only the sites that are associated with the multi-site quote in the Site Characteristics view are available for selection. You can add the same site to multiple product groups. You cannot select a site that already exists in a site record with a value of Active in the Site Status field. However, in a multi-site quote revision, you can select a deactivated site with a value of Inactive in the Site Status field. For more information about deactivation, see Deactivating Sites in Product Groups for Multi-Site Quote Revisions.
   Action	Displays a value for the action of the site record. The field can have one of the following values: New. This value indicates that the site record is added to the product group. Update. This value indicates that the exit date in an existing site record of the product group is modified. This value applies only to multi-site quote revisions. Deactivate. This value indicates that an existing site record of the product group is deactivated. This value applies only to multi-site quote revisions.
   Service Account	Displays the service account for the site that you select.
   Service Point	Displays the service point for the site that you select if the site applies to a service point that is associated with a service account.
   Entry Date	Select the date and time that the site is first subject to the services that are associated with products in the product group. This field is automatically populated with requested date for the multi-site quote. Before you submit the multi-site quote, you can change the value in the Entry Date field to a later date and time. If you subsequently change the value in the Requested Date field to a date and time that is later than the value in the Entry Date field, then the multi-site quote becomes invalid. You are alerted about this invalidation when you validate the multi-site quote, attempt to review the order line items for the multi-site quote, or attempt to submit the multi-site quote. You must then change the value in the Entry Date field or the Requested Date field before you submit the multi-site quote. The entry date must be earlier than the exit date.
   Exit Date	(Optional) Select the date and time that the site is last subject to the services that are associated with the products in the product group. This field is automatically blank. When this field is blank, the site is subject to the services that are associated with the products in the product group as long as the services are in effect. Before you submit the multi-site quote, you can change the value in the Exit Date field. If you subsequently change the value in the Requested Date field to a date and time that is later than the value in the Exit Date field, then the multi-site quote becomes invalid. You are alerted about this invalidation when you validate the multi-site quote, attempt to review the order line items for the multi-site quote, or attempt to submit the multi-site quote. You must then change the value in the Exit Date field or the Requested Date field before you submit the multi-site quote. The exit date must be later than the entry date. For more information about the exit date, see Changing Exit Date of Sites in Product Groups for Multi-Site Quote Revisions.
   Site Status	Displays a value to indicate whether the site is active or inactive. Note the following points: For new site records, the value in this field is Active. For existing site records on a multi-site quote revision, the value in this field is Inactive for the site records that are deactivated in earlier multi-site quote revisions and Active for the site records that are not deactivated in earlier multi-site quote revisions. For more information about deactivation, see Deactivating Sites in Product Groups for Multi-Site Quote Revisions.
   Service Type	Displays the type of service for the service point, for example, gas or electricity. When you select a site with a service point, this field is automatically populated. For more information, see About the Service Type Field for Multi-Site Quotes.
   Premise Address	Displays the address of the premises of the service point. When you select a site with a service point, this field is automatically populated.

6. If you want to simultaneously add multiple sites to the product group for the new multi-site quote, then complete the following steps:
   1. Click Add Multiple Sites, select multiple sites in the dialog box that appears, and click OK to close the dialog box.

      In the dialog box, you can query for the records you want to view, hold down the CTRL key and then click the A key to select all records, and hold down the CTRL key and then click each record to select individual records.

   2. Complete the other fields for the added records in the Sites list.

      For more information about the fields, see Step 5.

7. If you want to delete multiple site records that you just added to the product group, then complete the following steps:
   1. Select the records as follows:
      • To select all records, hold down the CTRL key, and click the A key.
      • To select multiple adjacent records, click the first record, hold down the SHIFT key, and click the last record.
      • To select multiple nonadjacent records, hold down the CTRL key, and click each record.
   2. Click MultiDelete.