Enabling Quoting Security

This chapter covers the following topics:

Overview of Security

Quoting Security is composed of three essential components:

Quote Access Security

Quote Access Security designates what quotes the user may access. A user should only have access to quotes for the sales team the user belongs to and, if the user is a manager, for the sales teams where the user’s subordinates are members.

Quote Access Security also determines whether the user has update or view-only access to their quotes.

Quote Function Security

Quote Function Security determines whether there are user restrictions on particular quote functionality. For example, a user can be restricted from placing orders.

This security is controlled by profile options and/or through OA Personalization by enabling or disabling of fields in the UI.

New Quote Security

New Quote Security determines if users can create new standalone quotes.

Primary Salesperson

The Primary Salesperson for a quote has quote ownership responsibility. The quote creator must be set up as a valid resource in Resource Manager and as a sales representative to default as the Primary Salesperson.

If ASO: Automatic Sales Team Assignment is set to None and the quote creator does not meet these criteria, the sales representative selected in the system parameter Default Salesrep will default as the primary salesperson. For more information on Primary Salesperson, see the Oracle Quoting Implementation Guide.

Note: You cannot save or submit a quote without a primary salesperson. If ASO: Automatic Sales Team Assignment is set to Full or Partial, a primary salesperson will be automatically selected after you save the quote.

Quote Access Security

Quote access security takes place in three levels: Operating Unit Security, Quote Availability Security, and Data Security.

The Quote Availability and Data Security are available when the ASO: Enable Security Check profile is enabled.

Manager Access: If the ASO: Manager Role Access profile is set to Update, the manager can update all quotes for the sales team(s) that their subordinates belong to. If the profile is set to Inherit, the manager has the same access level as the subordinate. If the profile is set to Inherit and the manager has multiple subordinates on the team with different access levels, the manager should inherit the highest access level.

Quote Function Security

Quote function security determines what actions a user with update access can perform. Profile options and permissions restrict the following functionality and allow the user to:

For information on OA Personalization, refer the Oracle Applications Framework Personalization Guide.

For more information on the Quote Function Security profile options, see the Oracle Quoting Implementation Guide.

Sales Team Security

Sales team security is controlled by the profile option ASO: Update Sales Team. If you set this profile to Yes for a given user, the user is able to:

If set to No, the user cannot update the sales team in any way.

If set to Partial, a user who is a manager can perform the following activities:

Sales Credit Security

Quoting provides function security that determines which sales credits a user can view and whether the user can modify sales credit information on a quote.

The profile option ASO: Modify Sales Credits governs a user’s ability to modify sales credit information, including:

If this profile is set to Yes for a user, the user can modify sales credit information for all sales credit receivers on the quote.

If set to Partial for a user, the user can modify sales credit information for their subordinates belonging to the same sales group (assuming the user is a manager), as well as their own information.

For users that do not have the ability to modify sales credits, there are three levels of privilege for viewing sales credit information on a quote.

For users that cannot modify sales credit information, Quoting will show the total credit percentage for each sales representative/group combination instead of showing revenue and non-revenue credits separately.

New Quote Security

New quote security controls the user’s ability to create new quotes. It is controlled by the profiles ASO: New Quote Security and ASN: Customer Access Privilege.

If the profile is set to Yes, the user cannot create new standalone quotes unless the quote is created from an opportunity. If set to No, the user can create new standalone quotes. They can copy existing quotes to new quotes and creating quotes from opportunities.

If the ASN: Customer Access Privilege profile option is set to Sales Team, the user must be on the account sales team in order to select that customer in the quote header.

Note: Create customer sales teams using the Territory Manager module of Foundation, Oracle Sales or Oracle TeleSales.

Adding a Resource to the Quote Sales Team

Prerequisites

To add a resource to the quote sales team, navigate to Quoting > Sales Team.

Field Behavior

Changing the Primary Salesperson

Prerequisites

To assign a new primary salesperson, change the sales representative assigned in the Primary Salesperson field in the Quote Header.