This chapter covers the following topics:
Before proceeding with the implementation of Oracle Proposals, you must verify that you have installed Oracle Applications correctly.
Installing Oracle Applications
The following sections contain basic information on other Oracle applications that Oracle Proposals integrates with.
Resource Manager: Resource Manager is a central repository for all resources used to import and view resources, define resources and roles, create teams and groups, and organize resources within those teams and groups. See the Oracle Trading Community Architecture Administration Guide.
Interaction History: Interaction History is a collection of tables and business logic that records touch points between customers and resources for Oracle Applications. See the Oracle Customer Interaction History Implementation Guide.
Content Manager: Content Manager is a central repository for all content that is used for storing and reusing RTF files for Oracle Proposals. The repository can be accessed either through folders or library categories. See the Oracle Content Manager Implementation and Administration Guide.
Trading Community Architecture: Trading Community Architecture (TCA) is a model for maintaining complex information about the parties and customers who belong to an entity's commercial community and is the single source of trading community information that all Oracle E-Business Suite Applications use. Proposals uses TCA customer and contact search pages, so that information pulled comes from TCA. In Proposals, the user can search for a customer, by Person or by Organization, and a contact from TCA. See the Oracle Trading Community Architecture Administration Guide.
Oracle Quoting: If Oracle Proposals is implemented with Oracle Quoting, you can create proposals from a quote, add quotes to proposals, and use quote information as part of the proposal. Oracle Proposals retrieves the latest quote information when a proposal is generated.
For more information about Oracle Quoting, see the Oracle Quoting User Guide.
Oracle Marketing: If Oracle Proposals is implemented with Oracle Marketing, you can associate proposal templates to campaign activities in Oracle Marketing. When these activities are executed and opportunities created, proposals created from these opportunities automatically pick up the associated templates
For more information about Oracle Marketing, see the Oracle Marketing User Guide.
Oracle TeleSales: If Oracle Proposals is implemented with Oracle Telesales, you can create proposals from an opportunity or lead. When the proposal is created from the opportunity, the customer information is carried over to the proposal.
For more information about Oracle TeleSales, see the Oracle Telesales User Guide.
Oracle Sales: If Oracle Proposals is implemented with Oracle Sales, you can create proposals from an opportunity or lead. You can also view proposals from a customer.
For more information about Oracle Sales, see the Oracle Sales User Guide.
Oracle Proposals generates proposal documents in RTF (Rich Text Format) format viewable in any third party word processor. In integration with Oracle XML Publisher, Proposals generates proposals in the Portable Document Format (PDF) viewable from Adobe Reader. Integration with word processing and XML publishing programs is necessary to create and store standard component content, including dynamic fields and formatting style, and to view generated proposal documents.
A data compression application might be required to decompress generated proposal documents.
Also, a standard PDF reader should be installed to enable you to preview documents in PDF format.
Oracle Proposals depends on features of the following products to provide robust and complete Proposals functions.
Oracle Quoting: Oracle Proposals requires the setup and installation of Oracle Quoting if your users will be adding quotes to a proposal, creating a proposal from a quote, or using the quote dynamic field substitution functionality.
Oracle Contracts: Oracle Contracts is a conditional dependency for Oracle Proposals if being pulled in as part of a quote through Oracle Quoting. A profile option in Oracle Quoting determines whether Oracle Contracts will be used, so Oracle Contracts is a dependency only if the Oracle Proposals user is going to use Oracle Quoting with Oracle Contracts enabled. If Oracle Contracts is enabled, Oracle Proposals does not support the following in Oracle Contracts:
Table tokens in Contracts templates are not resolved by Oracle Proposals. Users must ensure that table tokens are not used in Oracle Contracts if they want to bring in article text into a Proposal.
Article text authored using Rich Text mode in Oracle Contracts: Oracle Contracts enables users to specify formatting within their Articles authoring page. Oracle Proposals will not render this formatting information in the generated proposal. Users should therefore make sure that they author their terms using Plain Text mode while authoring articles.
Oracle Marketing: Oracle Proposals requires the setup and installation of Oracle Marketing if your users will be associating proposal templates to campaign activities.
Oracle Telesales: Oracle Proposals requires the setup and installation of Oracle Telesales if your users will be creating proposals from Opportunity or from Customer.
Oracle Sales: Oracle Proposals requires the setup and installation of Oracle Sales if your users will be creating proposals from Leads or from Opportunity.
Oracle Trading Community Architecture: Oracle Proposals leverages Trading Community Architecture's Data Quality Management (DQM) functionality in the customer search components. DQM enables the user to set up advanced match rules as well as define the search criteria and results for the search screens.
Oracle Proposals uses the Trading Community Architecture's Data Quality Management (DQM) Party Merge. You can use Party Merge to identify and resolve duplicates that exist in the Trading Community registry.
Oracle Quoting Implementation Guide
Oracle Sales Contracts Implementation and Administration Guide
Oracle Marketing Implementation Guide
Oracle TeleSales Implementation Guide
Oracle Sales Implementation Guide
Oracle Trading Community Architecture User Guide
Oracle Territory Manager Implementation Guide
Oracle XML Publisher Implementation Guide
Oracle Proposals supports certain features of the RTF 1.8 specification. These features are:
Unicode (16 bit)
Table styles
List pictures
Document properties
See the Microsoft Word 2003 Rich Text Format (RTF) Specification, version 1.8 for details.
Note: Oracle Proposals supports RTF files created using only Microsoft Word.