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

Starting a Quote

You can start a new quote from a number of screens:

• If you start the quote from the account, contact, or opportunity screen, then your Siebel Business Application automatically copies the account, contact, or opportunity information into the quote. If a price list is associated with the account or opportunity, then it is also entered.
• If you start the quote using the Quotes screen, then you must enter all this information manually.

For information about how to start a quote using an existing asset, see Using Asset-Based Ordering.

This task is a step in Process of Creating a Quote.

To start a quote

1. Perform one of the following actions, depending on which screen you want to use to start the quote:
   • To start a quote from the Quotes screen, navigate to the Quotes screen.
   • To start a quote from an opportunity, navigate to the Opportunities screen, and then the Opportunities List view, drill down on the name of the opportunity for which you want to generate a quote, and click the Quotes view tab.
   • To start a quote for an account, navigate to the Accounts screen, and then the Accounts List view, drill down on the name of the account for which you want to generate a quote, and click the Quotes view tab.
   • To start a quote for a contact, use the site map to navigate to the Contacts screen, Contacts List, and then the Quotes view, and in the Contacts list, select the name of the contact for which you want to generate a quote.
2. In the Quotes list, add a new record. The information in the following table is entered automatically. Not all of this information is visible in the Quotes views of the Opportunity, Account, or Contact screen, but if you create quotes from these views, then the information is visible when you display the quotes in the Quotes screen.

   Field	Comments
   Sales Rep	Displays the name of the user who created the quote.
   Quote #	Displays a unique application-generated number assigned to the quote when it is created.
   Revision	Displays the number indicating which revision of the quote this record is. When the quote is created, this value is 1.
   Created	Displays the date the quote was created.
   Active	A checkbox indicating whether the quote is active. When you create a quote, it is automatically selected, since the quote is active. NOTE:  The quote must be designated as active in order to attach files to it or otherwise update it.
   Status	Displays the initial status of the quote, In Progress. The status can be changed later, as the quote process continues. For example, if you convert the quote to an order, then the status changes to Order Placed. Other statuses for the quote are defined by your company. Some of the statuses companies often use include Approved, Rejected, Expired, Placed, and Active.
   Effective As Of	Defaults to the created date. You can change this default, if appropriate.
   Effective Through	Defaults to the effective date plus 30 days. You can change this default if the quote is available for a different length of time.
   Currency	Displays the default currency for the quote.

3. Enter the following information in the new record:

   Field	Comments
   Name	Enter a name for the quote. If you do not enter a name, then the quote number is assigned as the name.
   Price List	Enter a price list to be used for the quote, if one is not assigned automatically through association with the account. Available price lists are restricted by the currency associated with this quote.
   Discount	(Optional.) Enter a Override Policy Discount discount for this quote. This discount is used instead of any pricing rules associated with a price list. For more information, see Applying a Manual Discount. NOTE:  If you created the quote from the Quotes views of the Opportunity, Account, or Contact screen, then you must drill down on the quote name to the quote in the Quotes screen to view this field of the Quote record.
   Opportunity	(Optional.) Select an opportunity associated with the quote. The account associated with opportunity is automatically inserted. NOTE:  If you created the quote from the Quotes views of the Opportunity, Account, or Contact screen, then you must drill down on the quote name to the quote in the Quotes screen to view this field of the Quote record.
   Account	Select the account with which the quote must be associated, if one has not been entered automatically. NOTE:  If you created the quote from the Quotes views of the Opportunity, Account, or Contact screen, then you must drill down on the quote name to the quote in the Quotes screen to view this field of the Quote record.
   Last Name and First Name	Select the contact for this quote, if one has not been entered automatically. NOTE:  If you created the quote from the Quotes views of the Opportunity, Account, or Contact screen, then you must drill down on the quote name to the quote in the Quotes screen to view this field of the Quote record.
   Due	(Optional.) Enter a due date for the quote. NOTE:  If you created the quote from the Quotes views of the Opportunity, Account, or Contact screen, then you must drill down on the quote name to the quote in the Quotes screen to view this field of the Quote record.