|Oracle Quoting Implementation Guide|
Part Number E13462-04
This chapter covers the following topics:
Oracle Quoting depends on other Oracle modules and applications to provide additional functionality. Mandatory dependencies are required for Oracle Quoting to function properly. Optional integrations, when employed, provide additional capabilities.
Oracle Quoting requires that the following applications be installed and implemented.
Oracle Receivables — Provides tax information and customer account information. Refer to the Oracle Receivables User Guide, Oracle Receivables Tax Manual, and the Oracle Trading Community Architecture User Guide for complete setup information.
Oracle Advanced Pricing — Allows set up of price lists, pricing agreements, discounts, adjustments, and promotions. Refer to the Oracle Advanced Pricing User’s Guide for complete setup information.
Oracle Bill of Materials — Contains information about the components associated with a product. Refer to the Bill of Materials User’s Guide for complete setup information.
Oracle General Ledger — Enables set up of ledgers, books, and exchange rates. Refer to the Oracle General Ledger User Guide for complete setup information.
Oracle Inventory — Provides all product information. Refer to the Oracle Inventory User’s Guide for complete setup information.
Oracle Order Management — Allows creation of orders from quotes. Refer to the Oracle Order Management Suite Implementation Manual for complete setup information.
Oracle XML Publisher — Allows quote printouts to be produced using XDO (XML/XSL) technology. This is mandatory to print quotes.
Oracle Applications Framework— Provides the framework and user interface for Oracle Quoting HTML UI. Enables personalization of the Oracle Quoting HTML user interface. Refer to the Oracle Applications Framework Personalization Guide.
Oracle Quoting uses Oracle Receivables to store customer information. Customer information is stored in the Trading Community Architecture (TCA) schema. Oracle Receivables also allows you to set up payment terms for your customers.
Please refer the Oracle Receivables User Guide for details on setting up payment terms.
You can set up valid tax locations in Oracle Receivables. Failure to set up state and tax account combinations can result in errors.
Login to Oracle Forms as a Receivables Manager. Navigate to Setup > Tax > Locations
Refer the Oracle Receivables User Guide for defining tax locations and rates.
Oracle Quoting uses Oracle Advanced Pricing to set up essential pricing information including:
Price Lists — Every product you want to sell must be on a price list. In Oracle Advanced Pricing, you set up price lists, add inventory items to them, and modify them as needed.
Modifiers — Modifiers enable you to set up price adjustments, such as discounts and surcharges, and freight and special charges. Promotion is an example of a modifier.
Agreements — Through Oracle Advanced Pricing, Quoting users can set up agreements with customers. Agreements allow you to define payment terms, prices, and freight terms for a specific customer.
For information on setting up price lists, modifiers or agreements, see the Oracle Advanced Pricing User’s Guide or the Oracle Order Management Suite Implementation Manual.
Oracle Quoting supports the use of terms substitution modifiers. If you want a particular terms substitution modifier applied, set up the modifier such that it takes precedence. When using terms substitution modifiers in Quoting, you will observe the following behavior when a pricing call is made:
If there are multiple terms substitution modifiers of the same type with no designated precedence, Oracle Pricing passes all qualified terms substitution modifiers. Oracle Quoting randomly selects one of the terms substitution modifiers and applies it to the quote.
If there are multiple terms substitution modifiers of the same type with a designated precedence, Oracle Pricing passes one modifier, which Oracle Quoting applies to the quote.
Attributes are used to create criteria for the Pricing Qualifiers you set up in Oracle Pricing. For example, use the Customer Name attribute to create Pricing Qualifiers to limit available promotions based on Customer Name.
For more information on attributes in Oracle Pricing, refer to the Oracle Pricing User’s Guide.
The following table lists the Oracle Pricing Attributes supported by Oracle Quoting.
|Context||Attribute Name||Pricing Level||Pricing or Qualifier Attribute|
|Customer||Invoice To Party Site||Line/Header||Qualifier|
|Customer||Ship To Party Site||Line/Header||Qualifier|
|Customer||Site Use Id||Line/Header||Qualifier|
|Item||Inventory Item Id||Line||Pricing|
|Item||Segment 1 (Key item flexfield segments)||Line||Pricing|
|Line Volume||Item Amount||Line||Pricing|
|Line Volume||Item Quantity||Line||Pricing|
|Line Volume||Period1 Item Quantity||Line||Pricing|
|Line Volume||Period2 Item Quantity||Line||Pricing|
|Line Volume||Period3 Item Quantity||Line||Pricing|
|Pricing Attributes||Model Id||Line||Pricing|
|Pricing Attributes||Parent List Price||Parent List Price||Pricing|
When setting up Oracle General Ledger, you must define:
A chart of accounts with a value set, and Accounting Flexfield Structure as well as segments and segment values
Currencies (enable currencies to use them)
A set of books
Refer to the Oracle General Ledger User Guide for information on how to perform these tasks.
Oracle Inventory serves as a repository for the items available for purchase in Oracle Quoting. Oracle Quoting supports the use of all items as long as they are Orderable.
Currently, in both the Forms and HTML versions of Oracle Quoting, product and related product searches are filtered as follows:
The current date must be within the start and end date range set for the product, if any.
The product must be valid for the inventory organization of the operating unit in which the quote is created.
The product must be in the default category set defined for the functional area "Order Management". This condition is not applied for related items that are filtered on the basis of an existing item relationship with the selected product.
The product must have the "Customer Orders Enabled" flag enabled.
The "Returnable" flag must be enabled if the Line Category Code is Return.
The BOM Item Type must be Model or Standard.
The Primary UOM is not ENR.
Please note that if Oracle interMedia is enabled and you add new products to your Inventory, these products will not show up in the Quoting UI until you run the iStore Search Insert concurrent program. See Running iStore Search Insert for more information.
In Oracle Quoting HTML, only interMedia product searches are supported.
The invoiceable_item_flag and invoice_enabled_flag system attributes in Advanced Product Catalog must be set to Yes to enable invoicing items in a quote.
Perform the following setups in Oracle Order Management:
You must set up the default Item Validation Organization for your operating unit in Oracle Order Management. This can be done in the Oracle Order Management application from the Setup > Parameter menu. For more information, refer to the Oracle Order Management Suite Implementation Manual.
Oracle Quoting and Oracle Order Management treat shipping method modifier types differently.
Important: Select only one modifier type when setting up an Oracle Quoting shipping method in Oracle Order Management.
Using Oracle Payments functionality in the background, Oracle Order Management manages the processing of the credit card authorization and risk management validation when an order is placed.
Use the following guidelines to assign workflows for the transaction type you select in the Default Order Type Quoting parameter.
You must have a transaction type set up.
Login to Oracle Forms as Oracle Order Management Super User.
Navigate to Setup > Transaction Types > Define.
Query for the value in the Quoting parameter Default Order Type.
The following conditional dependencies provide additional functionality but are not required for Oracle Quoting to function.
Oracle Advanced Planning and Scheduling — Provides Availability to Promise (ATP) information. Refer to the Oracle Advanced Planning Implementation and User’s Guide for more information.
Oracle Approvals Management — Allows users to create an approval chain. Refer to the Oracle Approvals Management Implementation Guide for complete setup information.
Oracle Configurator — Configures model items. Refer to the Oracle Configurator Installation Guide and Oracle Configurator Implementation Guide for complete setup information.
Oracle iStore— Allows sales representatives to publish quotes to a storefront, and customers to request assistance with shopping carts from sales representatives using Quoting. Refer the Oracle iStore Implementation Guide for setup details.
Oracle Incentive Compensation — Calculates sales credit allocations for quotes and determines sales representatives' projected commission. Refer to the Oracle Incentive Compensation Implementation Guide for setup information.
Oracle Install Base — Provides a list of all customer’s products and installation details. Refer to the Oracle Install Base Implementation Guide for complete setup information.
Oracle Payments — You can set up the risk factor threshold from Oracle Payments. Refer to the Oracle Payments Implementation Guide for complete setup information.
Oracle Proposals — Allows sales representatives to create customized proposals to distribute to customers. Refer to the Oracle Proposals Implementation Guide for setup information.
Oracle Sales Contracts — Enables users to include standard and non-standard contract terms on a quote. Refer to the Oracle Sales Contracts Implementation and Administration Guide for more information.
Oracle Sales — Allows sales representatives to create quotes in a campaign-to-order business flow from the HTML UI. Refer to the Oracle Sales Implementation Guide for complete setup information.
Oracle TeleSales — Allows sales representatives to create quotes in a campaign-to-order business flow from the Forms UI. Refer to the Oracle TeleSales Implementation Guide for complete setup information.
Oracle Service Contracts — Provides contract details for service items. Refer to the Oracle Contracts for Service Implementation Guide for complete setup information.
Oracle Territory Manager — Assigns sales teams to quotes based on sales territory definitions. Refer to the Oracle Territory Manager Implementation Guide for complete setup information.
Oracle Workflow — Provides notifications related to Approvals integration. Refer to the latest version of the Oracle Workflow Administrator's Guide for more information.
Refer to the Oracle CRM Application Foundation Implementation Verification Checklist to ensure that all dependencies are installed, implemented, and set up correctly. This document is available on Oracle MetaLink.
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