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OOTB Functionality "Revise Quote" Not Working On IP16 IN FINS OM (Doc ID 2301559.1)

Last updated on FEBRUARY 27, 2018

Applies to:

Siebel CRM - Version 16.3 [IP2016] and later
Information in this document applies to any platform.


On : 16.3 [IP2016] version, Order Management


Customer is using OOTB quote revision functionality but its not working as expected. Its not creating another version of quote.


When you click on Revise button in the Quote header the following actions should occur:

- All appropriate data is copied to the new record, including the Name and Quote Number fields, excluding the Revision field.
- The quote number remains the same.
- The number in the Revision field increases.
- The previous revision deactivates.
- All line items and the price list are copied.
- The status is set to the first status value (usually In Progress).
- The Date field reflects today's date.

Create a new quote on IP16
Drilldown to quote's name and navigate to Line Items view
Add one or two line items
From the quote's header click on Revise button


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