This chapter covers the following topics:
Important: It is recommended that you implement quote approvals if you enabled Sales Contracts integration.
If you implement the Approvals functionality, there are a number of setup steps you must complete.
Set up all Approvals quote statuses.
Oracle Quoting requires that you set up additional quote status transitions if you use Approvals. You must set up the following transition statuses:
Draft to Approval Pending
Approved to Order Submitted
Approval Rejected to Approval Pending
Approval Canceled to Approval Pending
Set the Approvals profile options.
For information on the Approvals profile options, refer to Appendix A, "Profiles in Oracle Quoting".
Set up conditions and rules in Oracle Approvals Management (OAM).
A rule requiring approval is defined using attributes, conditions, and approval type. Attributes are used to define Conditions. One or more conditions and an approval type constitute a rule.
The seeded attributes for Quoting are available in Appendix E Seeded Attributes in Oracle Approvals Management (OAM).
For information on setting up rules and conditions in OAM, refer to the Oracle Approvals Management Implementation Guide.