Siebel Energy Guide > Multi-Site Quotes in Siebel Energy > Process of Creating New Multi-Site Quotes (End User) >
Creating Records for New Multi-Site Quotes
You can create a record for a new multi-site quote in the following ways:
This task is a step in Process of Creating New Multi-Site Quotes (End User). Creating Records for New Multi-Site Quotes from the Multi-Site Quotes Screen
You can create a record for a new multi-site quote from the Multi-Site Quotes screen. You can delete the record for a new multi-site quote if you have not yet submitted that new multi-site quote. To create a record for a new multi-site quote from the Multi-Site Quotes screen
- Navigate to the Multi-Site Quotes screen, then the List view.
Alternatively, you can navigate to the Home view of the Multi-Site Quotes screen, enter field values in the Add applet, click Add & Go to navigate to the form for the created multi-site quote, and enter values for other fields.
- Add a record, and complete the necessary fields.
Some fields are described in the following table.
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Name |
Type a name for the new multi-site quote. If you do not enter a name, then this field is automatically populated with the multi-site quote number. Before you submit the multi-site quote, you can change this field value. |
Multi-Site Quote # |
Displays a multi-site quote number that is automatically generated. |
Revision # |
Displays a value of 0 by default when you create a new multi-site quote. For more information about how this field value can change, see Creating Records for Multi-Site Quote Revisions. |
Version # |
Displays a value of 1 by default when you create a new multi-site quote. For more information about how this field value can change, see Creating New Versions of Multi-Site Quotes (End User). |
Requested Date |
Displays the time of 12:00 A.M. and the date after the current date by default. Select the date and time that you expect to submit the multi-site quote. Select a suitable date in the future to allow sufficient time for you to finalize the multi-site quote, for people inside and outside of your organization to validate and approve the quote, for the customer to review and approve the quote, and for the order-provisioning system to prepare to execute the order line items for the quote on the due dates of those order line items. Before you submit the multi-site quote, you can change this field value to a different date and time. For more information about how changing the requested date affects the multi-site quote, see About the Requested Date Field for Multi-Site Quotes. |
Status |
Displays a value of In Progress by default. Before you submit the multi-site quote, you can change this field value. Valid values include Rejected, Closed, Expired, Hold, Pending, Customer Approved, Won, and Lost. After you submit the multi-site quote, this field value changes to Order Placed, and you cannot change this field value. |
Account |
Select the account that you want to associate with the multi-site quote. |
Last Name |
Select a contact for the account that you want to associate with the multi-site quote, if necessary. |
Creating Records for New Multi-Site Quotes from the Accounts Screen
You can create a record for a new multi-site quote from the Accounts screen. You can delete the record for a new multi-site quote if you have not yet submitted that new multi-site quote. To create a record for a new multi-site quote from the Accounts screen
- Navigate to the Accounts screen, then the Accounts List view.
- Drill down on the name of the account.
- Click the Multi-Site Quotes view tab.
- In the Multi-Site Quotes list, add a record, and complete the necessary fields.
Some fields are described in the following table.
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Multi-Site Quote # |
Displays a multi-site quote number that is automatically generated. |
Revision # |
Displays a value of 0 by default when you create a new multi-site quote. For more information about how this field value can change, see Creating Records for Multi-Site Quote Revisions. |
Version # |
Displays a value of 1 by default when you create a new multi-site quote. For more information about how this field value can change, see Creating New Versions of Multi-Site Quotes (End User). |
Name |
Type a name for the new multi-site quote. If you do not enter a name, then this field is automatically populated with the multi-site quote number. Before you submit the multi-site quote, you can change this field value. |
Requested Date |
Displays the time of 12:00 A.M. and the date after the current date by default. Select the date and time that you expect to submit the multi-site quote. Select a suitable date in the future to allow sufficient time for you to finalize the multi-site quote, for people inside and outside of your organization to validate and approve the quote, for the customer to review and approve the quote, and for the order-provisioning system to prepare to execute the order line items for the quote on the due dates of those order line items. Before you submit the multi-site quote, you can change this field value to a different date and time. For more information about how changing the requested date affects the multi-site quote, see About the Requested Date Field for Multi-Site Quotes. |
Status |
Displays a value of In Progress by default. Before you submit the multi-site quote, you can change this field value. Valid values include Rejected, Closed, Expired, Hold, Pending, Customer Approved, Won, and Lost. After you submit the multi-site quote, this field value changes to Order Placed, and you cannot change this field value. |
Account |
Displays the account for this multi-site quote. |
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