This chapter covers the following topics:
Oracle Quoting enables simple, secure creation and management of customer quotes across all sales and interaction channels. Organizations can use Oracle Quoting to propose product solutions and perform negotiations, while enforcing consistent business rules throughout the sales cycle.
Quoting users can create quotes using modifiable quote templates, add and configure complex products, manually adjust prices, and perform real-time global availability checks. Users can accept product trade-ins and assign sales credits. Quoting integration with Sales Contracts allows users to negotiate a quote with contract terms. Complex customer approval chains are supported and users can publish and print quotes, and eventually place orders from quotes.
Oracle Quoting is available with HTML and Forms user interfaces. Oracle Quoting-HTML integrates with Oracle Sales and Oracle Quoting-Forms with Oracle TeleSales. Both Forms and HTML Quoting may be used standalone as well.
The following are some of the key features in Oracle Quoting. Some of them are applicable to HTML UI or Forms UI alone and are listed separately.
Enforce key business practices in the sales cycle with enhanced quote status and transition model
Create quote templates that are solution-based models
Specify End Customer Information
Support flexible pricing within a quote including manual price overrides
Support Automatic and On-demand pricing and tax computation modes
Comply with Latin American Tax Requirements
Support for multi-currency price lists
Perform customer credit checks
Create quote from an opportunity
Convert quotes to orders
Add configured products to a quote (including guided selling)
Support for Header and Line Level Shipping/Billing for components of a configuration
Add service products to a quote
Support for Buy One, Get One Free (promotional goods)
Check availability of products
Search Customer Install Base for Trade-Ins
Search for products using Oracle interMedia
Support Line-Level Payments and Charges
Allow contract terms and conditions to be added, negotiated, displayed and printed on the quote through enhanced integration with Oracle Sales Contracts
Initiate approvals, using the Oracle Approvals engine, with out-of-the-box notifications
Automatic territory assignment
Automatic sales credit allocation
View estimated commission
Perform terms substitutions
Print quotes in PDF and RTF formats with enhanced printing
Support for XML Publisher RTF Templates and Output
Support for printing sales supplements
Share quotes with customers to public and restricted web storefronts
Create and update quotes for different operating units
Automatically populate quote fields based on business rules
HTML UI Only
Customize user interface
Ability to create a quote template from a quote
Ability to apply one or more quote templates at the time of quote creation
Ability to apply a quote template from any operating unit. The operating unit can be different or same as the quote’s operating unit.
Ability to simultaneously update multiple quote lines
Ability to update quote detail from search results
Ability to validate model configurations
Ability to change customer for a quote when you update or copy a quote
Support the TCA SmartMatch functionality to avoid the creation of duplicate customers and contacts
Access sales assistance comments from customers
Ability to perform a QA check
Forms UI Only
Folder technology for customizing columns
Oracle Quoting integrates with the following modules:
Oracle Quoting uses Oracle Receivables to store customer information. Customer information is stored in the Trading Community Architecture (TCA) schema. Oracle Receivables also allows you to set up payment terms for your customers.
Using Oracle Receivables, you can also set up valid tax locations. Failure to set up state and tax account combinations can result in errors.
Refer the Oracle Receivables User Guide for complete information.
Allows set up of price lists, discounts, adjustments, and promotions. Refer to the Oracle Advanced Pricing User’s Guide for complete information.
Contains information about the components associated with a product. Refer to the Oracle Bills of Materials User’s Guide for complete information.
Enables set up of ledgers and books and store exchange rates. Refer to the Oracle General Ledger User Guide for complete information.
Provides all product information. Refer to the Oracle Inventory User’s Guide for complete information.
Allows creation of orders from quotes. Refer to the Oracle Order Management User’s Guide for complete information
Provides the framework and user interface for Oracle Quoting HTML UI. Enables personalization of the Oracle Quoting user interface. Refer to the Oracle Applications Framework Personalization Guide.
Oracle Quoting integrates with Oracle Sales to complete the sales flow in the HTML interface. Refer the Oracle Sales User Guide for more details.
Oracle Quoting integrates with Oracle TeleSales to complete the sales flow in the Forms interface. Refer the Oracle TeleSales User Guide for more details.
Allows set up of approval hierarchies, rules and notifications. Refer to Oracle Approvals Management Implementation Guide for complete information.
Oracle Quoting uses Advanced Planning and Scheduling for Global Availability to Promise check. Refer to the Oracle Global Order Promising Implementation and User’s Guide and the Oracle Advanced Planning Implementation and User’s Guide for more information.
Provides the ability to configure model items. Refer to the Oracle Configurator Installation Guide and Oracle Configurator Implementation Guide for complete information.
Oracle Quoting uses Oracle Incentive Compensation to perform automatic sales credit allocations and calculate projected commissions. Refer to the Oracle Incentive Compensation User Guide and Oracle Incentive Compensation Implementation Guide for more information.
Oracle Quoting uses Oracle Territory Manager to automatically assign sales teams to quotes. Refer to the Oracle Territory Manager User Guide and Oracle Territory Manager Implementation Guide for more information.
Oracle Quoting integrates with Oracle Sales Contracts to provide contract terms on quotes. Refer to the Oracle Sales Contracts Implementation and Administration Guide.
Allows sales representatives to publish quotes to a storefront, and customers to request assistance with shopping carts from sales representatives using Quoting. Refer the Oracle iStore Implementation Guide for setup details.
Provides a list of all customers' products and installation details. Refer to the Oracle Install Base Implementation Guide for complete setup information.
You can set up the risk factor threshold from Oracle Payments. Refer to the Oracle Payments Implementation Guide for complete setup information.
Allows sales representatives to create customized proposals to distribute to customers. Refer to the Oracle Proposals Implementation Guide for setup information.
Allows quote printouts to be produced using XDO (XML/XSL) technology. This is mandatory in order to print quotes.
Provides notifications related to Approvals integration. Refer to the latest version of the Oracle Workflow Administrator’s Guide for more information.
The Quotes page is the gateway to viewing quote details and modifying existing quotes. The Quotes page opens with the results from the default saved view. For example, all 'My Approved Quotes' are displayed. From this page, you can search for quotes, create a new quote, export quote details to an excel sheet, modify select details for a quote, and add notes and tasks.
At initial login, the Quotes page displays the default Saved View results as follows:
Quote
Customer
Expiration Date
Status
Amount
You can designate a different Saved View as the default listing for your Quotes page. For more information see Saved Views.
You must be logged in as a valid Quoting user. This will be assumed for all the HTML procedures in this guide that are covered in chapters 2 through 18.
Log in to the Oracle HTML Quoting interface using the seeded Quoting User responsibility. The application can also be launched from the shortcuts on the Sales Dashboard when you log in with the Sales User responsibility.
The Quoting form is your main workspace in the Forms UI. From this form you can create new quotes, query and modify existing quotes, view customer history, and print quotes, in addition to a number of other tasks.
You must be logged in as a valid Forms Quoting user. This will be assumed for all the Forms procedures in this guide that are covered in chapters 19 through 36.
Log in to Oracle Forms with the Quoting Sales Agent or Quoting Sales Manager responsibility. Choose Quoting in the Navigator.
If you are a TeleSales agent, you can create quotes and access the Quotes forms from the Quote subtab of the eBusiness Center.