Can The AutoQuote Functionality Include Custom Fields? (Doc ID 511981.1)

Last updated on MARCH 01, 2017

Applies to:

Siebel Tools - Version 7.8.2 [19213] and later
z*OBSOLETE: Microsoft Windows 2000
Product Release: V7 (Enterprise)
Version: 7.8.2 [19213]
Database: Microsoft SQL Server 7.0 SP 3
Application Server OS: Microsoft Windows 2000 Server SP 3
Database Server OS: Microsoft Windows 2000 Server SP 3

This document was previously published as Siebel SR 38-2571425731.
***Checked for relevance on 12-Jul-2012***
***Checked for relevance on 08-Aug-2014***

Symptoms

Requirement:
To create quotes from Opportunities.

Methodology:
Use the vanilla 'AutoQuote' Button.

Issue:
There are custom fields on the Opportunity BC in addition to the vanilla fields. These fields need to be copied to the quote when it is created.

Will the 'ISS Revenue Synchronization Service' called via the Quote signal when AutoQuote is pressed deal with additional fields?

What is the recommended methodology for processing additional fields?

Cause

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