Index

A

adding products to quote (Forms) link
adding products to quote (HTML) link
adding service products (HTML) link
adding services to quote (Forms) link
address and payment
  HTML link
address and payment (Forms) link
address defaulting (HTML) link
addresses
  end customer link link
addresses (Forms)
  bill To link
  quote-to link
  ship to link
addresses (HTML)
  bill-to link
  creating link
  quote-to link
  ship-to link
adjusting prices (Forms) link
  Price Adjustments form link
adjustments (Forms)
  manual link
  price break link
agreements (Forms) link
approvals (Forms) link
  initiating link
approvals (HTML) link
  initiating link
assigning primary salesperson (Forms) link
assigning primary salesperson (HTML) link
  using Territory Manager link
assigning sales team (Forms)
  using Territory Manager link
assigning sales teams (HTML) link
ATP link
ATP (Forms) link
attachments (Forms)
  copying link
  creating link
  deleting link
  document catalog link
attachments (HTML) link
  adding link
Auto Account Creation (Forms) link
Auto Account Creation (HTML) link
automatic sales credit allocation (Forms) link
automatic/manual tax requests (Forms) link
availability (Forms) link
availability (HTML) link

B

bill to address (Forms) link
bill-to address (HTML) link
billing information (Forms)
  entering link

C

changing base UOM (HTML) link
components (Forms)
  deleting link
components (HTML)
  deleting link
configured products
  attributes link
configured products (Forms)
  attributes link
  deleting components link
  duplicating link
  pricing link
  splitting lines link
configured products (HTML) link
  deleting components link
  duplicating configurations link
  splitting lines link
configuring a product (Forms) link
configuring product (HTML) link
contact (Forms) link
contacts (HTML)
  creating link
contract templates (Forms)
  adding to quote link link
contract templates (HTML)
  adding to quote link link
contract terms (HTML)
  authoring link link
  printing link
  updating link link
  validation link
copying (Forms)
  quote to information link
copying (HTML)
  quote-to information link
copying address link link
copying quotes (Forms) link link
copying quotes (HTML) link
  new quote link
  new version link
creating a quote
  from customer/contact link
  from opportunity link
  using a template link
creating customers (Forms) link
creating new versions of quotes (HTML) link
creating quotes link
creating quotes (Forms) link
creating quotes (HTML) link
creating quotes from opportunities
  forms link
creating quotes from opportunities (HTML) link
creation of accounts (Forms) link
creation of accounts (HTML) link
credit checks (Forms) link
  external link
  internal link
credit checks (HTML) link
  external link
  internal link
credit receivers (Forms)
  eligibility link
customer and relationships (Forms) link
customer and relationships (HTML) link
customer data (Forms) link
  quote to link
  quote to address link
  quote-to link
customer data (HTML)
  quote-to
    quote-to customer link
  quote-to (HTML)
    quote-to contact link
  quote-to address link
customer history (Forms)
  modifying quotes link
  viewing link
  viewing order history (Forms) link
customer quotes (Forms)
  modifying link
  viewing link
customer types (Forms) link
  organization link
  person link
customer types (HTML) link
customers (Forms)
  creating link
customers (HTML)
  creating link

D

defaulting rules
  quote lines link
  quote lines (Forms) link
descriptive flexfields (Forms) link link
discounts (Forms) link
  non-automatic link
discounts (HTML) link
   manual link
do not reassign flag (Forms) link
do not reassign flag (HTML) link
duplicating a line (HTML) link
duplicating configurations (Forms) link
duplicating configurations (HTML) link

E

end customer address (Forms) link
end customer address (HTML) link
existing customer
  selecting link
extended warranties (HTML) link
external credit checks (Forms) link
external credit checks (HTML) link

F

flexfields (Forms)
  descriptive link link
folder functionality (Forms) link
  using link
freezing prices (Forms) link
  pricing date link
freezing prices (HTML) link
  pricing date link

I

initiating approvals (Forms) link
initiating approvals (HTML) link
installation details (Forms) link
interMedia (Forms) link
interMedia (HTML) link
internal credit checks (Forms) link
internal credit checks (HTML) link

L

line categories (Forms) link
line numbers (Forms) link
line numbers (HTML) link
line types (Forms) link
line-level billing (Forms)
  entering link
line-level billing (HTML) link
  entering link
line-level shipping (Forms)
  entering link
line-level shipping (HTML) link
  entering link
lines (HTML)
  duplicating link
linking quotes to opportunities (HTML) link

M

manager access (Forms) link
manager access (HTML) link
manual adjustments (Forms) link
  discounts link
  repricing rules link
  surcharges link
manual discounts (HTML) link
manual pricing requests (Forms)
  canceling link
  viewing details link
mass update link
modifying (HTML) link
modifying service products (HTML)
  service products link
multiple products update link

N

new quote security (Forms) link link
new quote security (HTML) link link
non-automatic discounts (Forms) link
notes (Forms) link
  adding link
  attachments (Forms) link
  viewing link
notes (HTML) link link
  adding link

O

Oracle Approvals Management link link
Oracle Incentive Compensation link link
Oracle Sales Contracts link
Oracle Territory Manager link
order history (Forms)
  viewing link
order types (Forms)
  mixed link
  order link
orders (Forms)
  viewing link
orders (HTML) link

P

payment information (Forms)
  entering link
payment information (HTML)
  entering link
placing orders (Forms) link
  orders link
placing orders (HTML) link link
price break adjustments (Forms) link
  overriding link
price lists (Forms) link
price lists (HTML) link
prices (Forms)
  adjusting link
pricing
  applying pricing adjustments link
pricing (Forms) link
  adjustments link
  behavior link
  discounts link
  freezing prices link
  manual adjustments link
  price lists link
  pricing attributes link
pricing (HTML) link
  applying promotion codes link
  behavior link
  discounts link
  freezing prices link
  manual discounts link
  price lists link
  pricing attributes link
pricing adjustments (Forms) link
pricing adjustments (HTML)
  applying link
pricing agreements (Forms) link
pricing agreements (HTML) link
pricing an product (Forms) link
pricing attributes (Forms) link
  applying link
pricing attributes (HTML)
  applying link
pricing configurable products (Forms) link
pricing date (Forms) link
pricing date (HTML) link
pricing details (HTML)
  entering link
pricing requests
  manual pricing (Forms) link
  manual pricing (HTML) link
  reset (Forms) link
  reset (HTML) link
pricing requests link
  automatic/manual pricing requests (HTML) link
primary salesperson (Forms) link link
  changing link
primary salesperson (HTML) link link
  assigning link
  changing link
printing (Forms) link
printing (HTML) link
  quotes link
products
  adding (HTML) link
  availability link
  related products (HTML) link
  removing (HTML) link
  trade-in (HTML) link
products (Forms)
  adding link
  availability link
  configuring link
  deleting link
  pricing link
  trade-ins link
products: configuring (HTML) link
projected commission (Forms) link
  viewing link
projected commission (HTML) link
  viewing link
promotion codes (Forms)
  applying link
promotion codes (HTML)
  applying link
Proposals
  overview (Forms) link
  overview (HTML) link
proposals
  creating (Forms) link
  creating (HTML) link
publishing (Forms) link
  quotes link
publishing (HTML) link
  quotes link
purging quotes link link

Q

quote
  creating link
quote access security (Forms) link
  manager access link
  quote availability security link
  quote data security link
quote access security (HTML) link
  manager access link
  quote availability security (HTML) link
  quote data security link
quote availability security (Forms) link
quote availability security (HTML) link
quote data security (Forms) link
quote data security (HTML) link
quote function security (Forms) link link
  create new customers link
  price list override link
  quote status override link
  update customers link
  update sales team link
quote function security (HTML) link link
  create new customers link
  price list override link
  quote status override link
  update customers link
  update sales team link
quote number link link
quote sales team (Forms)
  adding a resource link
quote sales team (HTML)
  adding a resource link
quote status link
  pre-defined statuses link
  rules for changes link
  understanding link
quote status (HTML) link
   pre-defined statuses link
   understanding link
  rules for changes link
quote statuses link
quote statuses (HTML) link
quote templates (HTML) link
quote to address (Forms) link link
  entering link
quote to customer (Forms) link
quote to customer (HTML) link
quote version link
quote versions (Forms)
  viewing link
quote-to address (HTML) link link
quote-to contact (Forms) link
quote-to contact (HTML) link
quotes
  copying (HTML) link
  numbering link
  purging link link
  versions link
quotes (Forms)
  copying link link
  printing link
  publishing link
  viewing link
quotes (HTML)
  linking opportunities link
  printing link
  publishing link
Quoting
  overview link

R

related products
  adding (HTML) link
removing products (HTML) link
rules for quote status changes link
rules for quote status changes (HTML) link

S

sales assistance
  view link
sales contract terms (Forms)
  adding sections link
  changing link
  checking for clause updates link
  creating non-standard clause from standard clause link
  creating non-standard clauses link
  deleting sections link
  deviations report link
  moving contract terms link
  removing terms link
  renumbering contract terms link
  resolving alternate clauses link
  updating clauses link
sales contract terms (HTML)
  adding sections link
  changing link
  checking for clause updates link
  creating non-standard clause from standard clause link
  creating non-standard clauses link
  deleting sections link
  deviations report link
  moving contract terms link
  removing terms link
  renumbering contract terms link
  resolving alternate clauses link
  updating clauses link
sales contracts (Forms) link
  adding contract documents link
  deleting contract documents link
  integration link
  managing contract documents link
  order submission link
  previewing link
  printing link
  unstructured contract terms link
  validation link
  viewing contract details link
  viewing contract documents link
sales contracts (HTML) link
  adding contract documents link
  deleting contract documents link
  integration link
  managing contract documents link
  order submission link
  previewing link
  unstructured contract terms link
  viewing contract details link
  viewing contract documents link
sales credit (Forms)
  automatic allocation link
  removing a receiver link
sales credit allocation (Forms) link
sales credit allocation engine (HTML) link
sales credit allocations (HTML) link
  automatic link
  manual link
sales credit receivers (HTML)
  eligibility link
sales credits (Forms) link
  allocating manually link
  viewing link
sales credits (HTML) link
  allocating link
sales supplement (HTML)
  entering link
sales team assignments (Forms) link
sales team assignments (HTML) link
saved views (HTML) link
searching
  address link
  contacts link
  customers link
  HTML link
  interMedia (HTML) link
  saved views (HTML) link
searching (Forms) link
  advanced link
  customers link
    organization link
  interMedia link
  query method link
  quotes link
    basic search link
searching for an organization (Forms) link
searching for customers (Forms) link
searching for quotes (Forms) link
  advanced link
  basic link
searching for quotes (HTML) link
security (Forms) link
  new quote security link link
  primary salesperson link
  quote access security link
  quote availability security link
  quote data security link
  quote function security link link
security (HTML) link
  new quote security link link
  primary salesperson link
  quote access security link
  quote availability security link
  quote data security link
  quote function security link link
service products
  adding (HTML) link
service products (Forms) link
  adding to quote link
services (Forms)
  adding link
ship to address (Forms) link
ship-to address (HTML) link
shipping and billing (HTML)
  entering link
shipping information (Forms)
  entering link
splitting lines (Forms) link
  configured link
splitting lines (HTML) link
  configured products link

T

tasks (HTML) link
tax details (Forms)
  entering link
  viewing link
tax handling (Forms) link
  entering information link
templates (HTML) link
  creating link
  modifying link
terms substitution (Forms) link
terms substitution (HTML) link
Territory Manager link link
trade-in products (HTML) link
  adding link
  view relationships link
trade-ins (Forms) link
  line categories link
  line types (Forms) link

U

understanding
  quote status link
unpublishing (Forms)
  quotes link
unpublishing (HTML)
  quotes link
UOM (HTML)
  changing link
updating (HTML)
  multiple products link

V

versions (HTML)
  creating link
view
  sales assistance link
viewing
  attributes link
viewing (Forms)
  attributes link
viewing quote versions (Forms) link

W

warehouse
  selecting (Forms) link
warehouse (Forms) link
warranties (HTML) link
web publishing (Forms) link
web publishing (HTML) link