This chapter covers the following topics:
Oracle Proposals supports integration with Oracle Content Manager (OCM). OCM is a central repository where users and administrators can maintain files in folders and in the library. Oracle Proposals users will be able to reuse existing files stored in the folders and library as well as store files from desktop into an OCM folder. OCM is not mandatory, however, it is needed to reuse and share files from a common repository.
Setting the profile option, PRP: Use Oracle Content Manager allows the administrator to determine the level of integration with Oracle Content Manager. See Appendix A for details.
Oracle Content Manager (OCM) uses permissions at the folder and library levels. Permissions give users the ability to perform certain actions on a folder or a category in the library. The OCM profile, IBC: Use Access Control, determines whether permissions will be overridden or not. Oracle Proposals uses this profile option. See Appendix A for details on profile options. Also, see the Oracle Content Manager Implementation and Administration Guide.
If IBC: Use Access Control is set to Yes, then folder permissions apply.
To integrate Oracle Content Manager (OCM) with Oracle Proposals, appropriate permissions to OCM Folders must be given to the users and administrators by an OCM administrator. These permissions must be given during implementation.
For manageability, Oracle Proposals has seeded folders to enable setups of the folder integration. Oracle Proposals has seeded two different folders, one for the Oracle Proposals users and the other for the Oracle Proposals administrators. See Appendix B, "Permissions for Oracle Content Manager" for details.
Seeded Folder Name: Users
Directory: Root/Sales Application/Users
This folder has been seeded to enable Proposals users to create their own personal sub-folder. At the time of implementation, Proposal users should be given Create Sub-folder permission to this seeded folder. This enables users to create their own sub- folder. Proposals automatically gives the user the permissions to upload and view files in the new folder. Permissions from the seeded folder will not be inherited to the new folder.
Note: Oracle Content Manager allows permissions to be given at different levels, for example, user, responsibility, or group. Grant permissions to the Oracle Proposals users through the user's responsibility.
Seeded Folder Name: Documents
Directory: Root/Sales Application/Administrator/Documents
This folder has been seeded to enable Oracle Proposals administrators the ability to share, upload, and view all files used in creating components as well as enable administrators to create folders. Since administrators will share files and might have to translate Oracle Proposals files used in components in a multi-language implementation, all the Oracle Proposals administrators should be given the following permissions to this folder: Create Sub-folder, Manage Item, Approve Item, Approve Translation, Translate Item, and Read Item. For any new folders, the permissions are copied from the Documents folder for all users.
Users and administrators must be given View Content permission to categories so that they can select and add files to the proposals and components. See Appendix B for details.
Content items must have the following attributes to be viewed and used within Oracle Proposals' search/browse screens for the Library and Folders. If the content item does not have the following attributes, it is not delivered to the user.
Has an extension of ".rtf"
Is a valid .rtf file
Is live
Is approved
Is in the user's session language
Files stored in Oracle Content Manager through the Oracle Proposals user interface are automatically stored with these attributes and are of the File content type.
Setting this profile option allows the user to choose the default folder that users can store files in and browse in. See Appendix A for details.
Oracle Proposals supports integration with Oracle Quoting. Quotes can be used in Proposals provided Oracle Quoting is installed.
Oracle Quoting integrates with Oracle Proposals to create proposals from quotes and to add existing quotes to proposals. The objective of this integration is to extract quote information and pull it into the proposal. When a proposal is being generated, Oracle Proposals pulls in the latest quote information from the relevant quote in Oracle Quoting.
Note: Proposals that are generated before a quote is updated must be regenerated to reflect the quote's current content.
To integrate Oracle Quoting with Oracle Proposals, you must have Oracle Quoting installed. See the Oracle Quoting Implementation Guide for details.
Oracle Proposals supports integration with campaign activities in Oracle Marketing. Proposal templates can be associated to campaign activities only if Oracle Marketing is installed. See the Oracle Marketing Implementation Guide for details.
Oracle Proposals supports integration with Oracle Telesales. Users are able to create proposals from an opportunity or customer from this product. See the Oracle TeleSales Implementation Guide for details.
Oracle Proposals supports integration with Oracle Sales. Users can create proposals from Opportunity and Leads and view all proposals for a customer provided that Oracle Sales is installed. See the Oracle Sales Implementation Guide for details.
Oracle Trading Community Architecture (TCA) integrates with Oracle Proposals for providing a central customer data repository. Data Quality Management (DQM) is a functionality in TCA that allows the Oracle Proposals user to select a customer and contact for the proposal from TCA.
To use Data Quality Management (DQM) in Oracle Proposals, you must have Oracle Trading Community Architecture installed. Setting up DQM in Oracle Proposals is not mandatory. If it is not set up, the Oracle Proposals search page consists of a simple LOV. If DQM is set up, the customer and contact search pages consist of simple or advanced search parameters that leverage the DQM functionality.
The Party Merge and Account Merge functionality, which are part of the DQM tools provided by TCA, can be used to identify and resolve duplicates that exist in the Trading Community registry.
See the Oracle Trading Community Architecture Administration User Guide.
Oracle Proposals generates proposal documents in RTF (Rich Text Format) format viewable in third party word processors. Integration with word processing/editing programs with RTF creation capability is necessary to:
Create and store standard component content, including dynamic fields as well as formatting style.
View generated proposal document.
Also necessary is a data compression application to unzip compressed content, and a PDF reader.