Overview of Using Oracle Proposals

This chapter covers the following topics:

Logging In to Oracle Proposals in Self Service Mode

Responsibilities

Proposals Administrator or Proposals User. Refer to "Setting up Users" of the Oracle Proposals Implementation Guide for more details. This is assumed for all procedures in the chapters following this one.

Accessing the Proposals page

The Proposals page is the gateway for viewing, creating, and updating existing proposals. This is the home page for users whose responsibility has been given the Proposal Homepage Function or for those who have the Oracle Proposals User responsibility. These types of users do not have access to the Administration subtab of the application unless they have also been given the Proposal Main Menu or have the Oracle Proposals Administrator responsibility. Please see "Setting up Users" of the Oracle Proposals Implementation Guide for details.

Prerequisites

User must be a Resource in JTF Resource Manager, be logged in as a valid Oracle Proposals user, and have the Proposals Homepage Function assigned to the responsibility or have the Oracle Proposals User responsibility assigned.

Accessing the Oracle Proposals Administrator Interface

The proposal administrator is a user who has the responsibility of creating and maintaining the proposal templates for a group. End users cannot create proposals until the templates exist and other administrative tasks have been performed.

Prerequisites

Users must be logged in as a valid Oracle Proposals user and have the Proposals Main Menu assigned to the responsibility or have the Oracle Proposals Administrator responsibility assigned.

Related Topics

See Chapter Configuring Oracle Proposals

Summary of Oracle Proposals Tasks

The following is a summary of administrative and user proposal tasks.

Administrator Proposal Creation Overview

The following table shows the proposal creation process for an administrator.

Administrator - Creating Proposals Overview
Steps Task
1 Determine and create dynamic fields for areas of personalization in RTF files.
2 Write content and register dynamic fields in RTF files.
3 Create components.
4 Create template.
5 Publish template.
6 Initiate proposal creation.
7 Select template.
8 Provide the following:

  • Proposal Name

  • Customer Name - Search for customer. Customer name defaults from quote, lead, opportunity or customer if proposal is created from one of those modules.

  • Due Date

  • Contact (if the customer is an organization)
9 Create proposal.
10 Verify proposal is created successfully. Display confirmation message.
11 Verify/modify proposal components, their content and order, if needed.

User Proposal Creation Overview

The following table shows the proposal creation process for an end user.

User - Creating Proposals Overview
Steps Task
1 Initiate proposal creation.
2 Select Template.
3 Provide the following:

  • Proposal Name

  • Customer Name - Search for customer. Customer name defaults from quote, opportunity, lead or customer if proposal is created from one of those modules.

  • Due Date

  • Contact (if the customer is an organization)
4 Create proposal
5 Verify proposal is created successfully. Check confirmation message.
6 Verify/modify proposal components, and their content and order, if needed.