Store the main details related to a quote submitted 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.

Table 1. Quote details

Field	Description
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.

Table 2. Additional details

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Expiration date	Date after which the quote is no longer valid.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.