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Creating Numbered Revisions of Quotes, Orders, or Agreements

The Revision Copy Field n user property and Revision Field property creates a numbered revision of a quote, order, agreement, and so on. If the user clicks Revise to create a new record as a copy of the current record, then this user property copies the value that resides in a field of the current record to the new record. Note the following:

• This user property must contain the name of a business component field.
• You can configure Siebel CRM to modify the value for this user property, create a new instance of it, or deactivate it.
• You can specify this user property with or without the numeric suffix. For more information, see Numbering Instances of a User Property.

For more information, Revise Method.

In the following example, you use the Revision Copy Field and Revision Field user properties to create an updated revision of a quote.

To create numbered revisions of quotes, orders, or agreements

1. Open the Business Component User Properties list for the Quote business component.

   For more information, see Viewing a Business Component User Property.

2. Add a user property using values from the following table.

   Property	Value
   Revision Copy Field 1	Quote Number

3. Add a user property using values from the following table.

   Property	Value
   Revision Copy Field 2	Credit Card Number

4. Add a user property using values from the following table.

   Property	Value
   Revision Field	Revision

5. Compile your modifications.
6. Open the client, and then use the Revise button to create a new quote.

   The Revision field contains the next number that occurs in the revision sequence. This number is one more than the maximum number that the current record contains. The Quote Number and Credit Card Number fields contain the same values that the current record contains.