Creating Quotes And Quote Details

Once an account has quotable proposal contracts, 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 contracts.

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 contract's contract type in the Proposal Contract - 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 product/charge type 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 product/charge type 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's state transition is simpler (it's either in the Error state or OK).