Quote management for business organization

concept australia Updated Nov 6, 2026 1 min read quote-management-for-business-location.md
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Integrate Service Model Foundation with Quote Management for business organizations to streamline operations and optimize the end-to-end life cycle for quote management.

Overview of quote management for business organization

Quote Management for business organizations enables sales agents and business organization staff to efficiently create and manage the end-to-end life cycle of quotes on behalf of customers.

Use the Quote Management Business Organization plugin (com.snc.business_organization_qm) to perform the following actions.

  • Create quotes for customers through channel partners
  • Modify and manage quotes for the business organization
  • Track seller and buyer details of the quote

Data model

The Quote Management application is integrated with the product offering catalog to help sales agents build quotes easily and conveniently.

The Quote Management Customer Order Related Party table contains the following fields.

Field

Description

Type

Customer quote

Customer quote that the related party can access.

Reference

Type

Type of related party.

Reference

Responsibility

Responsibility associated with the related party.Note: The default responsibility is set to default_responsibility.

Reference

Channel partner

Channel partner whose members can access the quote when added as a related party.

Reference

Class

Class of the record.

sys_class_name

Domain

Domain of the related party record.

Domain ID

Active

State of the record, whether active or inactive.

Boolean

**Related topics**

Roles

Activate Quote Management for Business Locations

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