Siebel Order Management Guide Addendum for Communications > Partner Asset-Based Ordering > Order Management with Standard Partner Commerce >

Converting a Quote to an Order (Standard Partner Commerce)

The user converts a quote to an order by transferring a quote from My Quotes to the shopping cart. This transfer removes the quote from My Quotes.

If the quote is not expired, the items in the quote are transferred to the shopping cart and the checkout process starts. If the quote is expired, the Siebel application verifies the shopping cart contents:

• If the shopping cart is not empty, the Siebel application presents the shopping cart contents to the user. The user can cancel the process, save the shopping cart, or discard the shopping cart.
• If the shopping cart is empty, discarded, or saved, the Siebel application transfers the quote to the shopping cart. The Siebel application recalculates prices and removes items that are no longer available from the quote.

To convert a quote to an order

1. In the Partner Portal, click Quotes.
2. In the Quotes screen, click My Quotes or My Customer Quotes to retrieve the appropriate quote.
3. In the My Quotes or My Customer Quotes list, select the quote.
4. In the Quote view, verify that the quote contains all the needed items and that customizable items are configured correctly.
5. Click Order.

   If the quote contains items to be shipped, the Shipping Information view appears for you to select the shipping address. If you did not set up a payment method, the Payment Method view appears.