This chapter covers the following topics:
A quote is the communication of pricing and discounts for a particular sale. When the customer is ready to order a particular product they are notified of this available pricing and discount information through a quote.
ASO: Enforce Account Relationships Profile:
If set to 'No', Billing and Shipping Customer can be any Organization (related or not) to the Quote Customer.
If set to 'Yes', Billing and Shipping will be restricted to only the Quote Customer and those Organizations which are related to the Quote Customer.
In order to add items to a Quote, you must select specific Inventory Categories from the Profile - > Sync Preferences - >Quote tab. Only those items downloaded to Oracle Sales Offline can be used to add new products to the quote.
Quote Header Tab
Apply Button: After a new Quote is created, click Apply to display additional tabs. The Tasks and Notes tabs will not display until you click Save then re-open the window.
Place Order Button: The Place Order button will highlight on the Oracle Sales Offline, Quote Details window if the Place Order status transition is established in the Quoting application. If payment terms are not specified, the Place Order button is disabled.
Lines Tab
Service Item: If you want to add a service item (for example, Warranty) to an existing product line, highlight the specific line by clicking the radio button associated with the product line, click Add Services, and search or select a service item to attach to the product line. You will only be able to add service item lines for product lines that are serviceable items.
Approvals Tab
Approvals: If you have approvals established for the Quoting application, the Initiate Approvals button will be enabled in the Approvals tab of the Quote Details window. Click Initiate Approvals to initiate the approvals process. The Quote must be synchronized for the approvals engine to begin the approval process. No approval rows are displayed in the Approvals tab of the Quote Details window.
In Oracle Sales Offline you do not functionally add an operating unit when you create a new quote. The operating unit associated to the new quote is derived from the login users default operating unit. If the profile ASO:Operating Unit Override is set to No, the operating unit associated to a new Quote and the Operating Unit available in the Sync Preferences, Quote tab will be the your default Operating Unit (read only, non-editable).
If the profile is set to Yes, the operating unit values in the Sync Preferences, Quote tab will be all of the Operating Units associated to the your login responsibility. Any new quote that you create will contain the Operating Unit value that you selected in the Operating Unit dropdown of the Sync Preferences, Quote tab.
On Quote Create, when you select the Customer for the Quote, the identifying address of that customer is defaulted in the Address Field. The contact is not defaulted. The Bill To and Ship To customer associated with the customer you selected in the main quote are also defaulted.
You can set the profile ASO: Enforce Account Relationships to Y or N:
If the profile is set to Y: Only the Account information of the Quote Customer and his/her related parties are displayed. For example, the Billing and Shipping are restricted to the customer and his associated parties.
If the profile is set to N: Account information of all organizations is displayed even though they are not related parties to the customer.
When you select the Bill To/Ship To customer the identifying address for that customer is displayed in the Address field as the Bill To/Ship To address.
The contacts will not be defaulted.
You can select one of the following Contacts:
For the customer that you previously selected at the main Quote creation.
For the Bill/Ship To customer.
When you select the Bill To/Ship To Customer Contact the identifying address for that Contact is displayed in the Address field as the Bill To/Ship To address.
Select the Display:Addresses radio button and click on the 'GO' button next to the Address field to display all the addresses for the customer.
Select the Display:Contacts radio button and click on the 'GO' button next to the Address field to display all the addresses for the contact selected.
If you select the Contact radio button without first selecting the Contact and click the 'GO' button next to the Address Field, the error message "Please select a contact prior to selecting the address" displays.