Creating Quotes And Quote Details

Once an account has quotable proposal SAs, you can generate a quote for the account using the quote maintenance transaction. When you generate a quote for an account, you can include quote details for any / all of the account's quotable proposal SAs.

The logic used to create a quote detail's simulated bill segments is not hard-coded. Rather, the system calls the algorithm plugged in on the proposal SA's SA type in the Proposal SA - Bill Segment Generation plug-in spot. Refer to Enabling The Generation Of Simulated Bill Segments for information about this plug-in spot.

The major difference between a bill segment linked to a quote detail and one linked to a bill is that a quote detail's bill segments are calculated using simulated consumption. This means that the financial information on quote details is not a guess - it's what the bill would be if a given amount of consumption was priced using the pricing terms (as long as you opt to use rate application to calculate the simulated bill segments).

In addition to this major difference, there are a few minor differences between a real bill segment and a simulated bill segment:

• A quote detail bill segment does not have a foreign key to a bill. Rather, it references a quote detail.
• A quote detail bill segment's prime key is inherited from its quote detail (rather than its bill).
• A quote detail bill segment can never have a financial transaction linked to it.
• A quote detail bill segment doesn't have read details (unless you perform TOU mapping of interval data).
• A quote detail bill segment's state transition is simpler (it's either in the Error state or OK ).