Converting a Quote to an Order

When you create an order from a quote using the Auto Order link, an order record is automatically created for the quote using the data from the quote. For more information about creating orders from quotes, see Siebel Order Management Guide.

To convert a quote to an order

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear after the list in the main pane.

3. Tap Orders in the list in the side pane.

4. Tap Auto Order to create an order from the quote.

Field Mapping When Converting a Quote to an Order (Offline Mode Only)

The following tables show the field mapping used when converting a Quote to an Order in offline mode.

Quote BC Fields	Order Entry - Orders BC Fields
Discount Amount	Discount Amount
Primary Organization Id	Primary Organization Id

Quote Item BC Fields	Order Entry - Line Items BC Fields
Product	Product
Quantity Requested	Quantity Requested
Discount Percent	Discount Percent
Base Price	Base Price
Adjusted List Price	Adjusted List Price
Net Price	Net Price

Pricing related fields (for example Net Price, Start Price, and Total) are not available when an order is created in disconnected mode. These fields are automatically populated when the records are synchronized with the server.