About Synchronizing Orders and Quotes

Orders and quotes are separate entities at different stages of the event sales execution. Orders are generated from quotes after the quotes have been detailed as much as possible. Because event managers can modify order functions, line items, and line item attributes, a synchronization process is built into Siebel Hospitality to make sure that any changes made to the order are reflected in the associated quote and also that any changes made at the quote stage are reflected in the associated order. The synchronization process is capable of dealing with both simple and complex products.

Synchronization between orders and quotes operates as follows:

• Functions. The function entity is shared between orders and quotes. The same record is used to provide details to both orders and quotes, and so does not have to be synchronized.

• Line Items. A two-way synchronization occurs between quote line items and order line items. Whenever an order line item or quote line item is added, modified, or deleted, the associated quote or order line items are updated accordingly. Also, a list of fields, including Product, Quantity, Price, and Discount, are also synchronized for the modified line items.

• Line Item Attributes. A two-way synchronization occurs between quote line item attributes and order line item attributes. Whenever an order line item attribute or quote line item attribute is added, modified, or deleted, the associated quote or order line item attributes are updated accordingly. The Value field of the attribute is also synchronized.