Siebel Order Management Guide > Creating a Quote or Sales Order >

Changing the Default Price List and Rate List


An end user can change the default price list that is used for both quotes and orders.

To set the default price list

  1. Navigate to the User Preferences screen, and then the Price List Sales Methodology.
  2. In the Price List field, select the price list to be used as a default.
  3. In the Rate List field, select the rate list to be used as a default.
  4. If needed, select a sales methodology from the Sales Methodology list.
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