Oracle Quoting is an automated sales quote generation application that enables the easy, consistent and secure creation and management of customer quotes across the following customer interaction channels - field sales, telesales, e-commerce and business partners. Sales representatives using Oracle Quoting can submit a quote as an order, perform manual price overrides, and create new customer information.
This chapter describes the following test flows in Oracle Quoting:
Create Quote Lines with Different Shipping and Billing Details at Header and Lines
Create Quotes with Multiple Template Form
Copy Quote with All Quote Information
Logged in user has the Quoting User, Quoting Sales Agent, and Quoting Sales Manager responsibility.
Not applicable.
Not applicable.
Not applicable.
Creates a quote which has different shipping and billing details at header and line levels.
None.
Not applicable.
Table 7-1 Predefined Data for Create Quote with Different Shipping and Billing Details Flow
| Page Name | Field Name | Field Value |
|---|---|---|
|
Payment or Shipping |
Payment Type |
Credit Card |
|
Credit Card Brand |
Visa |
|
|
Requested Date Type |
Arrival |
|
|
Shipping Priority |
High Priority |
|
|
Freight Terms |
Collect |
|
|
FOB |
Buyer |
|
|
Quote Lines or Bill to, Payment |
Payment Type |
Check |
|
Quote Lines or Ship To |
Shipping Priority |
High Priority |
|
Demand Class |
Central US |
Table 7-2 Setup Data for Create Quote with Different Shipping and Billing Details Flow
| Page Name | Field Name | Field Value |
|---|---|---|
|
Quote Lines |
Product |
AS54888 (Can be Standard or Model item) |
|
Payment or Shipping |
Shipping Method |
USPS (United States Postal Service) |
|
Quote Lines or Ship To |
Shipping Priority |
High Priority (Pick appropriate shipping priority) |
In Oracle Quoting, you can create quote templates that specify products and quantities, thus automating recurrent quote content. For configured products, add a product to your template, launch configurator and save the resulting configuration in the template. You can also add service products to templates.
Creates a quote by selecting multiple quote templates to verify the ability to apply one or more quote templates to the quote.
None.
Not applicable.
Not applicable.
Not applicable.