This chapter covers the following topics:
Use the Proposals, Quote, and Order tabs to view proposals created in Oracle Proposals, quotes created in Oracle Quoting - Forms, and orders placed with Oracle Order Management. You can launch Oracle Proposals from the Proposals tab to create new proposals, launch Oracle Quoting - Forms from the Quote tab to create new quotes, and launch Oracle Order Management from the Order tab to create new orders.
Use this procedure to view or modify a quote for a customer.
Steps
If you want to view the quotes for a consumer, then, in the View Details region, select the person's name.
If you want to view the quotes for an organization, then, in the View Details region, select the organization's name.
Select the Quote tab.
In View, select Quotes.
Select a quote from the list.
Click Details.
Oracle Quoting - Forms appears displaying the quote. Follow the procedures outlined in the Oracle Quoting - Forms documentation to modify quotes.
Use this procedure to view a list of orders for the customer displayed in the eBusiness Center. You can also update an existing order or create a new order. You can view the details of orders owned by the operating units to which you have access. The Order Details column displays Yes if you can view the details.
Prerequisites
Steps
If you want to view the orders of a consumer, then, in the View Details region, select the person's name.
If you want to view orders for an organization, then select the name of the organization.
If you want to view orders for which the contact is the order customer contact, then, in the View Details region, select the person and organization relationship.
If you want to view orders that belong to a specific account, then select the account in the header and select the account in the View Details region.
Select the Order tab. This will display the orders belonging to your accessible operating units.
Optionally, change the order creation date range of orders to view.
Optionally, select to filter records by order status, order type, or order source. If you selected a filter, then select a value for the filter.
Click Apply.
If you want to view the quote used to create the order, then click the link in the Order Source column.
If the quote was created in Oracle Quoting, then the quote opens in the Oracle Quoting window.
If you want to view details or update order information, then click Detail. Alternatively, you can double-click an order.
If you want to create a new order, click New.
Related Topics
Oracle Order Management User Guide
Use this procedure to create a quote for a consumer or an organization directly without using an opportunity to track the sales process.
Steps
If you are creating a quote for a consumer, then, in the View Details region, select the person's name.
If you creating a quote for an organization, then, in the View Details region, select the organization's name.
Select the Quote/Order tab.
Click New.
The Quoting window opens. Follow the instructions outlined in the Oracle Quoting - Forms documentation for preparing quotes.
Use this procedure to view a customer's past orders, proposals, and quotes.
Navigation
Navigator > Opportunity Center
Navigator > Universal Work Queue > Get Work for an opportunity
Steps
Display the opportunity in the Opportunity Center.
Select the Quote/Order tab.
If you want to view previous orders from the customer, then:
Select Orders.
The customer's orders in accounts receivable are listed in the tab. The orders displayed are the orders belonging to your accessible operating units.
Select an order you want to view.
Click Details to view details of the order in a separate window in Oracle Order Management.
If you want to view quotes for this customer, then:
Select Quotes.
The customer's quotes are listed in the tab.
Select a quote you want to view or modify.
Click Details to view details of the quote in an Oracle Quoting - Forms window.
If you want to view proposals for the opportunity displayed in the header, then:
Select the Proposals tab.
Click Details to view or update the details of the proposal in a separate window in Oracle Proposals.
Use this procedure to create a quote from an opportunity. You must enter an inventory item as a purchase interest before you can create a quote.
Steps
Display the opportunity in the Opportunity Center.
Select the Purchase Interest tab.
Enter inventory items and quantities for the purchase interest.
Click Create Quote in the Opportunity Center header.
The Quote Creation window opens. Follow the instructions outlined in the Oracle Quoting - Forms documentation for preparing quotes and booking orders.
You must close the opportunity so you and others on the opportunity sales team can receive sales credit.
Use this procedure to create a proposal from an opportunity displayed in the Opportunity Center. You can create a proposal for a read-only opportunity as well as for an opportunity that you can modify. No interaction is recorded when you create a proposal. Only the creator of a proposal can modify it.
Steps
Display the opportunity in the Opportunity Center.
Select the Proposals tab.
Click New.
Oracle Proposals opens.
Follow the instructions in the Oracle Proposals User Guide for creating the proposal.
Use this procedure to create a proposal for a customer displayed in the eBusiness Center header. No interaction is recorded when you create a proposal. Only the creator of a proposal can modify it.
Prerequisites
Steps
Select the correct View Details.
Select the Proposals tab.
Click New.
Oracle Proposals opens.
Follow the instructions in the Oracle Proposals User Guide for creating the proposal.