This chapter covers the following topics:
In Oracle Quoting, you can copy existing quotes to create new quotes. You can copy quotes for the same or to a different customer.
You can copy attributes of quote header and quote line for same or different customer.
You can copy a quote to make a new quote or make a new version of an existing quote. When a quote is copied, some information is carried over to the new quote.Table Copy Quote Behavior details the information that is moved to the new quote or new version.
| Copy to New Quote | Copy to New Version (HTML UI only) | |
|---|---|---|
| Quote | Yes | Yes |
| Quote Number | No | Yes |
| Version Number | No | No |
| Opportunity | No | Yes |
| Contract Template | Yes | Yes |
| Contract Clauses and User Variables | Yes | Yes |
| Contract Acceptance details | No | No |
| Contract Attachments (Supporting Document and Contract category documents) | Yes | Yes |
| Contracts Deviation Abstract | Yes | Yes |
| Expiration Date | No | Yes |
| Status | No | No |
| Published Flag | No | No |
| Sales Channel | Yes | Yes |
| Campaign | Yes | Yes |
| Primary Salesperson | Yes | Yes |
| Primary Sales Group | Yes | Yes |
| Order Number | No | No |
| Customer (party and account) | Yes | Yes |
| Contact | Yes | Yes |
| Quote-To Address | Yes | Yes |
| Ship-To Customer (Party and Account)/Contact/Address at Header Level and Line Level | Yes | Yes |
| Shipping Method, Shipping Instructions, Packing Instructions, Requested Delivery Date at Header and Line Level | Yes | Yes |
| Bill-To Customer (Party and Account)/Contact/Address at Header Level and Line Level | Yes | Yes |
| Payment Terms at Header and Line Level | Yes | Yes |
| Payment and Tax Information at Header and Line Level | Yes | Yes |
| Regular Products, Configured Products, Services and their reference source, Quantity, and UOM | Yes | Yes |
| Manual Price Adjustments | Yes | Yes |
| Automatic Price Adjustments | Yes | Yes |
| Currency at Header Level | Yes | Yes |
| Price List at Header Level and Line Level | Yes | Yes |
| Pricing Agreement at Header Level | Yes | Yes |
| Promotion Codes at Header and line Level | Yes | Yes |
| Line Types | Yes | Yes |
| Line Category Code | Yes | Yes |
| Order Type | Yes | Yes |
| Sales Credits at Header and Line Levels | Yes | Yes |
| Attachments | No | Yes |
| Notes | No | Yes |
| Tasks | No | Yes |
| Descriptive Flexfields at the Header and Line Level | Yes | Yes |
| Sales Team | No (if ASO: Automatic Sales Team is set to None) Yes (if ASO: Automatic Sales Team is set to Full or Partial) |
Yes, irrespective of the settings in the profile |
| Approval History | No | Yes |
| Sales Supplement | No | Yes |
| Pricing Updated On | No | No |
| Pricing Status | See Table- Behavior of Quote Pricing Flags when a Quote is Copied | See Table- Behavior of Quote Pricing Flags when a Quote is Versioned |
| Tax Updated On | No | No |
| Tax Status | No | No |
| Assistance Requested | No | Yes |
| Assistance Reason Code | No | Yes |
| Source Quote - Current State | Source Quote - State after Copy | Destination Quote - State after Copy |
|---|---|---|
| Automatic Price Flags - Incomplete or Complete with a price affecting change pending | Complete | Complete |
| Automatic Price Flags - Complete indicator | Complete | Complete |
| Automatic Price Flags - Incomplete while the quote is submitted for batch processing | Incomplete | Complete |
| Manual Price Flags - Incomplete or Complete with a price affecting change pending | Incomplete | Incomplete |
| Manual Price Flags - Complete | Complete | Incomplete |
| Manual Price Flag - Incomplete while the quote is submitted for batch processing | Incomplete | Incomplete |
| Source Quote - Current State | Source Quote - State after Copy | Destination Quote - State after Copy |
|---|---|---|
| Automatic Price Flags - Incomplete or Complete with a price affecting change pending | Complete | Complete |
| Automatic Price Flags - Complete indicator | Complete | Complete |
| Manual Price Flags - Incomplete or Complete with a price affecting change pending | Incomplete | Incomplete |
| Manual Price Flags - Complete | Complete | Incomplete |