Oracle Quoting User Guide

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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

Oracle Quoting User Guide

Contents