This chapter covers the following topics:
Notes contain descriptive information generated by users about specific quotes.
Users can add attachments to their quotes allowing them to store relevant documents or files. Attachments include communications from customers or sales representative’s notes about a quote.
Notes contain descriptive information generated by users about business transactions.
Prerequisites
The quote for which you want to create a note must be displayed in the Oracle Quoting main form.
To add notes to a quote, select View Notes from the Actions LOV.
Field Behavior
Summary tab
Displays the date created, enter by user ID, note type and the first line of note text for the highlighted note. Use the arrow key to scroll through and view information for each note.
More
Allows you to enter additional text beyond the character limit in the main notes text box.
Related To
You can relate the note to any object as well as to the active quote. The note can have multiple relations.
Notes
You will not be able to see the notes automatically whenever:
Notes are copied from an existing Quote to a New Quote (FORMS UI ONLY)
Notes are copied from an existing Quote to a New Quote Version (FORMS AND HTML UI)
Notes are copied from an opportunity (FORMS AND HTML UI)
In the above mentioned cases, the user has to explicitly query to see those Notes. To view these notes without explicitly executing a query in Quoting UI, you can apply patch number 4462883 (R12.CAC.A). See OracleMetalink for more information.
You can create attachments at the header or line level.
Prerequisites
The Oracle Quoting form must display the quote to which you want to add an attachment.
The user must save the quote before creating an attachment.
To create attachments at the header level, place the cursor in a header field and follow the instructions below.
To create attachments at the line level, place the cursor in a line level field and follow the instructions below.
To create an attachment for a quote, select the Attachments icon from the toolbar in the Quoting form.
Field Behavior
Paper Clip Icon
Opens the Attachments form.
Category
The Category controls which applications can access the attachment. The default category is Miscellaneous, as this category is viewable from all applications with attachments enabled.
Data Type
The attached document can be any of the following data types:
Short Text
Long Text
If the Data Type is Long Text or Short Text, a text field is enabled on the form where you can directly input text.
Document Reference
A reference to any type of document stored in a database accessed through a Document Management system.
File
If the Data Type is Document Reference or File, you must upload your file.
Web Page
If the Data Type is Web Page, you must enter a source in the Source tab.
For more information on attachments, refer to the Oracle Applications User’s Guide.
When you delete an attachment, you remove the association between the attached document and the quote.
Prerequisites
The quote containing the attachment(s) you want to delete must be displayed in the Oracle Quoting form.
To view header attachments, place the cursor in a header level field.
To view line attachments, place the cursor in a line level field.
The Oracle Quoting form must display the quote to which you want to add an attachment.
The user must save the quote before adding an attachment.
To copy an attachment from another quote, navigate to Quoting > Attachments > Document Catalog