Bookshelf Home | Contents | Index | PDF |
Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities > Process of Managing Opportunities > Copying Applicants from an Opportunity to a QuoteIn the situation where opportunities are used as part of the sales process, the Order Line Items attached to the opportunity must be transferred to the quote and if necessary, to the Order Business Component. The following procedure describes how to copy applicants (contacts) from an opportunity in to a quote. This task is a step in Process of Managing Opportunities. To copy applicants from an opportunity to a quote
|
Siebel Order Management Guide Addendum for Financial Services | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |