Oracle Proposals Implementation Guide

Contents

Title and Copyright Information

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Preface

Introduction

E-Business Suite Applications

Oracle Proposals Overview

      Oracle Proposals Features

Before You Begin

Installation Verification

Integration Points

      Third Party Integrations

Oracle Proposals Conditional Dependencies

Technology Stack

Implementation Tasks for Oracle Proposals

Oracle Proposals Implementation Overview

Implementation Task Sequence

User Types Overview

      Oracle Proposals Administrators

      Oracle Proposals Users

User Type Setup

      Creating a Resource

      Creating an FND User and Assigning Responsibilities, Menus and Functions

E-mail Setup

Administration Tasks

Verify the Implementation

Oracle Proposals Integrations

Integration with Oracle Content Manager

      Setting the PRP: Use Oracle Content Manager Profile

      Setting the IBC: Use Access Control Profile

      Setting Folder Permissions

      Setting Library Permissions

      Consuming Oracle Content Manager Content Items in Oracle Proposals

      Setting the IBC: Default Home Folder Profile

Integration with Oracle Quoting: Quote

      Setting up Proposal Creation from Quotes

Integration with Oracle Marketing: Campaign Activity

Integration with Oracle Telesales: Opportunity or Customer

Integration with Oracle Sales: Opportunity or Lead

Integration with Oracle Trading Community Architecture

      Setting up Data Quality Management (DQM) Customer and Contact Search

Third Party Integration

Oracle Proposals Profile Options

Before You Begin

Setting Profile Options

Oracle Proposals Profile Options

Oracle Content Manager Profile Options

Oracle Trading Community Architecture Profile Options

Permissions for Oracle Content Manager

Overview

Seeded Folders

Create Folder

Add File from Desktop flow

Uploading an Associated Version Flow

Browse and Search Folders and Library Categories

Seeded Views

Proposals Seeded Views

Index