Quote creation via Self-Service fields for Channel Partners
Store the main details related to a quote submitted by a partner and track the life cycle of the quote through its stages on the self-service quote (sn_quote_mgmt_core_quote) table. Use the fields to manage and store information related to quote creation by channel partners.
Note:
The fields displayed on this form are pre-defined. You can configure the form to add or remove fields, and update the table to show or hide columns to match the partner experience.
| Field | Description |
|---|---|
| Channel partner | Reference to the channel partner (sn_prm_channel_partner) table. |
| Account | The customer account for which the quote is created. |
| Consumer | Reference to consumer (csm_consumer). |
| Contact | Primary customer contact associated with the quote. |
| Short description | A brief description that summarizes the quote. |
| Field | Description |
|---|---|
| Source opportunity | The opportunity record associated with this quote. |
| Currency | The currency for the price matches the currency stated in the account information. |
| Renewal adjustment basis | Specifies the price reference used to calculate renewal pricing adjustments, such as contracted price or price list. |
| Price list | The Standard Price List field is the default price list for the product catalogs referenced in the quote. |
| Renewal adjustment type | Specifies the method used to adjust the renewal price, such as applying a markup percentage to the selected renewal adjustment basis. The adjustment type is applied after the renewal adjustment basis is determined. |
| Quote date | Date from which the quote is considered valid. This date is used as the reference point for quote lifecycle and pricing calculations. |
| Contract start date | Date on which the contract associated with the quote becomes effective. This date is used to calculate subscription pricing, term, and contract end date. |
| Expiration date | Date after which the quote is no longer valid. This date defines the offer validity period and is used on generated quote and order documents. |
| Contract end date | Date on which the contract term ends. This date is derived from the contract start date and term, and is used to determine renewal eligibility and renewal quote generation. |
| Payment Terms | Specifies the payment conditions agreed for the quote, such as when payment is due after invoicing. Payment terms are applied to the quote document and downstream orders. |
| Term (months) | Duration of the contract or subscription in months. When a start and end date are provided, the system automatically calculates the term value. |
| Auto-renew contract | Indicates whether the contract is enabled for automatic renewal. When selected, the system automatically generates renewal opportunities and renewal quotes based on configurable rules before the contract end date. |
| Shipping/Billing location | Reference to the shipping/billing location associated with the quote. This location identifies where products or services are delivered. |
| Shipping/Billing street | Street address of the shipping location. |
| Shipping/Billing city | The city of the shipping address. |
| Shipping/Billing state / Province | The state or province of the shipping address. |
| Shipping/Billing country | The country of the shipping address. |
| Shipping/Billing Zip / Postal code | The postal code or ZIP of the shipping address. |
Product offerings catalog
Enter the products that the customer is interested in the Select a catalog field.
Line items
Apply a header discount across all line items, or delete line items in the Apply header discount.
Parent Topic:Partner Relationship Management reference