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Oracle Quoting User Guide
Release 12.1
Part Number E13461-04
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Oracle Quoting User Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Quoting

Overview
Oracle Quoting Key Features
Oracle Quoting Integrations
Accessing Oracle Quoting HTML Interface
Accessing the Oracle Quoting Forms User Interface

Creating Quotes

Overview of Creating Quotes
Creating a Quote
Creating a Quote from an Opportunity
Creating a Quote from a Customer or Contact
Creating a New Version of a Quote

Creating and Modifying Quote Templates

Overview of Templates
Creating a Template
Modifying a Template
Applying a Template to an Existing Quote

Searching

Overview of Searching for Quotes
Saved Views
Search and Select: An Overview
Searching for Customers
Searching for Contacts
Searching Addresses
Using

Credit Checks

Overview of Credit Checking
Performing a Credit Check

QA Check

Overview of QA Check
Performing a QA Check

Pricing Products and Quotes

Overview of Pricing
Applying Pricing Adjustments
Applying Promotion Codes
Applying a Header Level Discount
Applying a Line Level Discount
Applying Pricing Agreements
Applying Pricing Attributes
Freezing Prices for a Quote
Specifying Automatic/Manual Pricing Requests for a Quote
Reset Pricing on a Quote
Submitting a Manual Pricing Request
Viewing Details of the Pricing Request
Canceling a Pricing Request
Viewing and Entering Quote Tax Details

Customers and Relationships

Overview of Customers and Relationships
Creating Customers
Creating Contacts
Creating Addresses

Entering Address and Payment Information

Overview of Address and Payment Information
Address Defaulting
Entering Shipping and Billing Information
Copying Quote-to Information
Entering Payment Information
Entering Line-Level Shipping or Billing

Modifying Quotes

Adding Products to the Quote
Removing Products from the Quote
Adding Services to Quotes
Adding a Service to the Quote for a Product in the Customer’s Installed Base
Adding a Service for a Product on a Pending Order
Adding a Service for a Product from the Product Catalog
Changing Service Reference from Product Catalog to Installed Base
Modifying a Service
Configuring Products
Viewing Attributes of a Model
Deleting a Component
Duplicating an Existing Configuration in a Quote
Validating Model Configurations
Duplicating a Line
Adding a Related Product
Checking Product Availability
Adding Trade-Ins to Quotes
Adding a Trade-in to the Current Quote
Adding a Trade-in From the Customer Install Base
Viewing Product Relationships in Install Base
Splitting Lines
Splitting a Configured Line
Defaulting Rules in Quote Lines
Viewing Quote Versions
Linking a Quote to an Opportunity
Entering Sales Supplement Information
Changing the Base UOM for a Line
Changing the Order Type for a Quote
Changing Quote To Customer for a Quote
Using Descriptive Flexfields
Updating Multiple Products in a Quote

Copying Quotes

Overview of Copying a Quote
Copying a Quote

Creating Proposals from Quotes

Overview of Proposals
Creating a Proposal

Initiating Approvals

Overview of Approvals
Initiating an Approval
Viewing Approval Details
Cancelling the Approval Process
Approving a Quote
Rejecting an Approval
Reassigning an Approval

Negotiating Contract Terms on Quotes

Overview of Sales Contracts
Viewing Contract Details
Authoring and Negotiating Contract Terms
Associating a Contract Template to a Quote
Changing Contract Templates
Removing Terms
Adding and Deleting Sections
Updating Clauses
Creating Non-Standard Clauses
Viewing the Deviations Report
Moving Contract Terms
Renumbering Contract Terms
Resolving Alternate Clauses
Checking for Clause Updates
Entering and Updating Clause Variables
Adding Unstructured Contract Terms
Previewing Contract Terms
Managing Contract Documents
Viewing Contract Documents
Adding Contract Documents
Deleting Contract Documents
Validation
Printing Quotes with Contract Terms
Order Submission with Contract Terms

Enabling Quoting Security

Overview of Security
Quote Access Security
Quote Function Security
New Quote Security
Adding a Resource to the Quote Sales Team
Changing the Primary Salesperson

Assigning Sales Teams and Allocating Sales Credits

Overview of Sales Team Assignments
Assigning a Sales Team Using Territory Manager
Overview of Sales Credit Allocation
Performing an Automatic Sales Credit Allocation
Performing a Manual Sales Credit Allocation
Overview of Projected Commission
Viewing Projected Commission Calculations for a Quote

Notes, Tasks, and Attachments

Overview of Notes, Tasks, and Attachments
Adding Notes to a Quote
Creating a Task
Adding an Attachment

Printing and Publishing

Overview of Printing
Printing a Quote
Overview of Publishing Quotes
Web Publishing a Quote
Unpublishing a Quote
Viewing Sales Representative Assistance Requests

Placing Orders

Overview of Placing Orders
Placing an Order

Using Folder Functionality

Using Folder Functionality to Customize Forms
Fields That Cannot be Hidden

Creating Quotes

Overview of Creating Quotes
Quote Status
Creating a Quote
Selecting an Existing Customer in the Oracle Quoting Form
Creating a Quote From an Opportunity

Using Quote Templates

Overview of Quote Templates
Adding a Quote Template to an Existing Quote

Searching

Searching Using the Query Method
Searching for Quotes
Basic Search
Advanced Search
Searching for Customers
Using

Credit Checks

Overview of Credit Checks
Performing a Credit Check

Pricing Products and Quotes

Overview of Pricing
Specifying Automatic/Manual Pricing and Tax Requests for a Quote
Reset Pricing on a Quote
Submitting a Manual Pricing Request
Viewing Details of the Pricing Request
Canceling a Pricing Request
Pricing a Product
Applying Pricing Agreements
Applying Pricing Attributes
Overriding Price Break Level Adjustments
Pricing Configurable Products
Applying Promotion Codes
Adjusting the Price of a Product in the Quoting Form
Applying a Non-Automatic Discount to a Product or the Entire Quote
Manually Adjusting Prices in the Price Adjustments Form
Freezing Prices for a Quote
Applying Non-Automatic Charges
Overriding Charge Values

Customers and Relationships

Overview of Customers and Relationships
Creating a Customer

Entering Address and Payment Information

Overview of Address and Payment Information
Defaulting of Addresses
Entering Billing Information
Entering Shipping Information
Entering Quote To Address
Copying Quote To Information
Entering Header Shipping Details
Entering Payment Information
Entering Line-level Billing
Entering Line-Level Shipping

Modifying Quotes

Modifying a Customer Quote
Adding Products to the Quote
Line Numbers
Adding a Service to the Quote
Entering Installation Details
Duplicating a Line
Configuring a Product
Viewing Attributes of a Model
Deleting a Component
Duplicating an Existing Configuration in a Quote
Splitting a Configured Line
Adding a Related Product
Defaulting Rules in Quote Lines
Checking Product Availability
Manually Selecting a Warehouse
Adding Trade-In Products to Quotes
Adding a Trade-in to the Current Quote
Adding a Trade-in From the Customer Install Base
Splitting Lines
Entering Quote Tax Details
Viewing Quote Tax Details
Viewing Quote Versions
Using the Customer History Form to View Customer's Quotes
Viewing the Order History for a Customer
Applying an Agreement to the Quote
Entering Sales Supplement Information
Using Descriptive Flexfields
Changing the Order Type for a Quote

Copying Quotes

Overview of Copying a Quote
Copying a Quote

Creating Proposals from Quotes

Overview of Proposals
Creating a Proposal

Initiating Approvals

Overview of Approvals
Initiating an Approval
Viewing Approval Details
Canceling the Approval Process
Approving a Quote
Rejecting an Approval

Negotiating Contract Terms on Quotes

Overview of Sales Contracts
Viewing Contract Details
Authoring and Negotiating Contract Terms
Associating a Contract Template to a Quote
Changing Contract Templates
Removing Terms
Adding and Deleting Sections
Updating Clauses
Creating Non-Standard Clauses
Creating a Non-Standard Clause from Standard Clauses
Viewing the Deviations Report
Moving Contract Terms
Renumbering Contract Terms
Resolving Alternate Clauses
Checking for Clause Updates
Entering and Updating Clause Variables
Adding Unstructured Contract Terms
Previewing Contract Terms
Managing Contract Documents
Viewing Contract Documents
Adding Contract Documents
Deleting Contract Documents
Validation
Printing Quotes with Contract Terms
Order Submission with Contract Terms

Enabling Quoting Security

Overview of Security
Adding a Resource to the Quote Sales Team
Changing the Primary Salesperson

Assigning Sales Teams and Allocating Sales Credits

Overview of Sales Team Assignments
Assigning a Sales Team Using Territory Manager
Overview of Sales Credit Allocation
Overview of Projected Commission
Performing an Automatic Sales Credit Allocation
Performing a Manual Sales Credit Allocation
Removing a Sales Credit Receiver
Viewing Sales Credits
Viewing Projected Commission Calculations for a Quote

Notes and Attachments

Overview of Notes and Attachments
Viewing and Adding Notes to a Quote
Creating an Attachment
Deleting an Attachment
Copying an Attachment from Another Quote

Printing and Publishing

Overview of Printing
Printing a Quote
Overview of Publishing Quotes
Web Publishing a Quote
Unpublishing a Quote

Placing Orders

Overview of Placing Orders
Placing an Order

Glossary

Index