Siebel Business Process & Functionality (MOSC)

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Quote Proposal Generation

edited Aug 2, 2012 12:59AM in Siebel Business Process & Functionality (MOSC) 4 commentsAnswered
Hi Team,

I have a requirement as user should be able to generate a Proposal for each and every quote based on standard templates already defined in the application.

For this purpose I first defined proposal templates as mentioned below.

Navigate to: Administration Document à Proposal Template à Create New Record.

Name: ABC

Default: TRUE

Category: Quote

Template File Name: I have uploaded My Doc here.

I have defined 1 section of type File and it contains static data (Hence No Field Mapping Required).

Now when I navigate to Quote Screen à Proposal View à New

I could not find my Template in LOV of Template Field.

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