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Payment information is taken from Order Entry. Each order that is sent as a quote from Sales and Marketing must have all relevant fields in this form answered. Most fields on the Payment window are defaulted from Order Entry, if the account has an order type in the system. The default order type also contains information such as the agreement and invoicing rules.

If the customer you are quoting for has a tax exempt status, you can indicate this information in the Tax Status and the Tax Exempt Number fields in this window. Indicate the reason in the Tax Exempt Reason field.

If the customer you are quoting for is paying by credit card, you can note the type of card in the Credit Card Code field, and then enter pertinent information in the Card Number, Card Holder, and Card Approval Code fields. This information is passed to Order Entry for processing.

The customer's PO number should be entered in the PO Number field.

Printing Quotes

When you choose the Print button, the window lets you choose whether you would like to print the current quote or whether you would like to print a group of quotes on your screen .

To better organize quotes, all quotes can be grouped together for printing for a customer. You can also provide sets of quotes based on expected or projected purchases. Use the mouse and the Control key to select multiple entries.

When you select one or a group of quotes for a customer's review, Oracle Sales and Marketing opens Microsoft Word®. The customer information is translated into a form letter, filling in the customer name, address, your standard salutation, and any standard terms and conditions that you may commonly send out with your quotations. The line item information from your quote is presented as a table.