This chapter covers the following topics:
You can designate several addresses, serving different purposes on a quote. Not all are mandatory.
Note: The Quote To customer must have at least one active address (any purpose) to create a quote.
Quote-To Address — Address for the customer or contact.
The quote-to address is optional. It may be passed to the quote from an opportunity, but it is not passed into Oracle Order Management when an order is created from the quote.
Ship-To Address — Address where the order is sent.
The ship-to address can be associated with either the ship-to customer or contact. If you select an address that is not of type ship-to, it is created as a ship-to address when the quote is saved.
Bill-To Address — Address where the bill is sent.
This address can be associated with either the bill-to customer or contact. If you choose an address that is not of type bill-to, it is created as a bill-to address when the quote is saved.
End Customer Address — Address where the order is sent. This is applicable in multi-tiered selling models such as indirect sales through partner channels.
This is the address of the customer who may be the final recipient of the order in a multi-tiered selling model. For example, you may create a quote for a reseller organization, ABC Corporation. ABC Corporation, in turn, sells to XYZ Corporation. In this case, ABC Corporation is the bill-to customer and XYZ Corporation is the end customer as well as the ship-to customer.
You can also designate billing, shipping, and end customer addresses at the line level. Therefore, if you have an order where you need to invoice some of the items to one location and invoice part of the order to another location or organization, you can designate that information in the quote. For a component of a configured product, line level shipping, billing, and end customer addresses can be specified as long as the parent model is not a model that must be shipped together with all its components.
Enable Billing Addresses at the line level using OA Personalization.
Addresses default into quotes, based on the following conditions, when creating quotes standalone, from opportunities, or from templates.
The application searches for and defaults only active addresses.
The Quote-To Address is defaulted at the time of quote creation as described below.
If Quote-To Customer is an Organization and the Quote-To Contact is specified, the application searches for a value from the following sources (in the order below) and accepts the first one it finds:
Primary Sold-To address type usage for the Quote-To Contact
Identifying address for the Quote-To Contact
Primary Sold-To address type usage for the Quote-To Customer
Identifying address for the Quote-To Customer
If the Quote-To Customer is an Organization and no Quote-To Contact is specified, the application searches for a value from the following sources (in the order below) and accepts the first one it finds:
Primary Sold-To address type usage for the Quote-To Customer
Identifying address for the Quote-To Customer
If the Quote-To Customer is a Person, the application searches for a value from the following sources (in that order) and accepts the first one it finds:
Primary Sold-To address type usage for the Quote-To Customer
Identifying address for the Quote-To Customer
The Bill-To Address is defaulted at the time of quote creation based on the following conditions:
If Bill-To Customer is an Organization and the Bill-To Contact is specified, the application searches for a value from the following sources (in the order below) and accepts the first one it finds:
Primary Bill-To address type usage for the Bill-To Contact
Identifying address for the Bill-To Contact
Primary Bill-To address type usage for the Bill-To Customer
Identifying address for the Bill-To Customer
If the Bill-To Customer is an Organization and no Bill-To Contact is specified, the application searches for a value from the following sources (in the order below) and accepts the first one it finds:
Primary Bill-To address type usage for the Bill-To Customer
Identifying address for the Bill-To Customer
If the Bill-To Customer is a Person, the application searches for a value from the following sources (in the order below) and accepts the first one it finds:
Primary Bill-To address type usage for the Bill-To Customer
Identifying address for the Bill-To Customer
The Ship-To Address is defaulted at the time of quote creation based on the following conditions:
If Ship-To Customer is an Organization and the Ship-To Contact is specified, the application searches for a value from the following sources (in the order below) and accepts the first one it finds:
Primary Ship-To address type usage for the Ship-To Contact
Identifying address for the Ship-To Contact
Primary Ship-To address type usage for the Ship-To Customer
Identifying address for the Ship-To Customer
If the Ship-To Customer is an Organization and no Ship-To Contact is specified, the application searches for a value from the following sources (in the order below) and accepts the first one it finds:
Primary Ship-To address type usage for the Ship-To Customer
Identifying address for the Ship-To Customer
If the Ship-To Customer is a Person, the application searches for a value from the following sources (in the order below) and accepts the first one it finds:
Primary Ship-To address type usage for the Ship-To Customer
Identifying address for the Ship-To Customer
Shipping, Billing, and End Customer fields
The shipping and billing customer fields are automatically populated with the Quote-To Customer name and account, if any. You must select the End Customer details as they are not defaulted. However, this is optional.
To create a new ship-to, bill-to or end customer, select Create Customer in the Search and Select: Customer page. This button does not appear on the page if it is disabled using OA Personalization. See Creating Customers for more information.
Shipping, Billing, and End Customer Contact
To create a new ship-to, bill-to or end customer contact, select Create Contact in the Search and Select: Contact page. If Quoting Security does not permit you to create a new contact, this button does not appear on the page. See Creating Contacts for more information.
Shipping, Billing, and End Customer Address
The shipping and billing address have default values based on the information in Overview of Address and Payment Information. Select the End Customer address as this is not defaulted.
To create a new ship-to, bill-to, or end customer address, select Create Address in the Search and Select: Address page. If Quoting security does not permit you to create a new address, this button does not appear on the page. See Creating Addresses for more information.
Requested Date Type
Indicates whether the Requested Date is the Requested Arrival Date or the Requested Ship Date.
Requested Date
The date the customer requests the products to be shipped from the warehouse or received at the Ship To location. This can be either the Arrival or Ship date.
Shipping Method
This LOV lists the valid shipping methods for the item validation organization for the operating unit associated with the quote.
Shipment Priority
Indicates the urgency with which the order should be shipped. This LOV lists the values in the OM lookup SHIPMENT_PRIORITY.
Demand Class
Demand Classes allow you to segregate demand into user-defined groups. The LOV for Demand Class is based on the OM Demand Class lookup. Demand Classes are used to check product availability (ATP).
Freight Terms
Freight terms indicates who pays for the freight costs and when they are to be paid.
This LOV lists the values in the Order Management lookup FREIGHT_TERMS. See the Oracle Order Management Suite Implementation Manual for more information.
Shipping Instructions
Enter shipping instructions, if any.
FOB
Indicates the point of location where the ownership title of goods is transferred from seller to buyer. This LOV lists values from the AR lookup FOB.
Packing Instructions
Enter packing instructions, if any.
Notes
The following header level information is passed to Oracle Order Management upon submission:
Shipment Priority
FOB
Freight Terms
Requested Date Type
Demand Class
Requested Date
Shipping Method
Shipping Instructions
Packing Instructions
You can copy the Quote-to information to Shipping, Billing, and End Customer separately or to all.
Prerequisites
You should have Update access to the quote.
The quote is not in the read-only status.
The quote is the highest version.
The quote has not been submitted for batch processing.
Notes
You can copy Quote-to information from the Quote header - Shipping and Billing tab.
Oracle Quoting allows you to specify payment terms at both the header and line levels of a quote. Depending on the payment type you choose, you can enter the details of a check or a credit card. Another payment type includes payment by cash.
Oracle Quoting supports the following payment scenarios:
Pay for an entire order using a credit card.
Use different payment methods for select lines.
Use a credit card to pay for all lines with the exception of one line.
Oracle Quoting does not show payment terms flagged for pre-payment.
By default, the payment type field is NULL. If left blank in the Quote header, this could be interpreted as Invoice.
If this field is NULL in the quote line, the value in the header is inherited for the line as well.
You can specify a PO Number at the line level. If left blank, the header's PO Number is referenced.
If the payment type is Credit Card, the Bill-To Customer must be specified at both the header and line levels.
Oracle Quoting supports the use of Payment Terms Substitution. Please see Terms Substitution for more information.
Field Behavior
Payment Terms
Payment Terms in the Quote header are defaulted at the time of quote creation, based on:
Header-level Agreement
Payment term defaulting can also occur when the header-level agreement is assigned or changed.
Note: If Oracle Payment is implemented, the application performs a credit card check at order placement. For more information, consult the Oracle Payment Implementation Guide.
Requested Date
The date the customer requests the products to be shipped from the warehouse or received at the Ship To location. This can be either the Arrival or Ship date.
Warehouse
Indicates the preferred shipping warehouse for the product. You can enable/disable this field using OA Personalization.
Shipping Method
If no warehouse is specified, the shipping method is validated against the Carrier-Ship Method relationships for the inventory organization of the product on the quote line.
The choices in this LOV are based on the quote line-level warehouse. If the warehouse changes, the value in this field is removed if the warehouse and shipping method combination is not valid. The shipping method is validated against the Carrier-Ship Method relationships for the warehouse specified on the quote line.
Shipment Priority
Indicates the urgency with which the order should be shipped. This LOV lists the values in the Order Management lookup SHIPMENT_PRIORITY.
Demand Class
Demand Classes allow you to segregate demand into user-defined groups. The LOV for Demand Class is based on the OM Demand Class lookup. Demand Classes are used to check product availability (ATP).
Freight Terms
Freight terms indicate who pays for the freight costs and when they are to be paid.
This LOV lists the values in the Order Management lookup FREIGHT_TERMS. See the Oracle Order Management Suite Implementation Manual for more information.
Shipping Instructions
Enter Shipping instructions, if any.
FOB
Indicates the point of location where the ownership title of goods is transferred from seller to buyer. This LOV lists values from the AR lookup FOB.
Packing Instructions
Enter packing instructions, if any.
Notes
The following line level information is passed to Oracle Order Management upon submission:
Warehouse
Shipment Priority
FOB
Freight Terms
Requested Date Type
Demand Class
Requested Date
Shipping Method
Shipping Instructions
Packing Instructions