Quote Behaviour On Copy

(Doc ID 2277524.1)

Last updated on JUNE 18, 2017

Applies to:

Siebel CRM - Version [IP2013] and later
Information in this document applies to any platform.


On : [IP2013] version, Order Management

When copying quotes in the quote item view, quote items are not immediately shown. Only when saving the copy the view is refreshed and quote items which where associated with the original quote are also shown for the copy. Now copying is handled by OM signal / data map mechanism; is this "only show quote item when the quote copy is saved" behavior also a consequence of the signal and the action configured for the signal? Is there a way around it so that quote items are immediately displayed?

Reproduction steps:
The issue can be reproduced at will with the following steps:
In ecommunications_enu
1. Navigate to Quotes screen
2. Drilldown on Quote
3. Go to Line Items
4. Add a product
5. Go to first applet and press Menu-> Copy Record
6. A new quote is created without line items
7. Save the new quote and the line items from original quote is seen


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