This chapter covers the following topics:
In Oracle Quoting, you can copy existing quotes to create new quotes. You can copy quotes for the same or to a different customer.
You can copy attributes of quote header and quote line for same or different customer.
You can copy a quote to make a new quote or make a new version of an existing quote. When a quote is copied, some information is carried over to the new quote.Table Copy Quote Behavior details the information that is moved to the new quote or new version.
Copy to New Quote | Copy to New Version (HTML UI only) | |
---|---|---|
Quote | Yes | Yes |
Quote Number | No | Yes |
Version Number | No | No |
Opportunity | No | Yes |
Contract Template | Yes | Yes |
Contract Clauses and User Variables | Yes | Yes |
Contract Acceptance details | No | No |
Contract Attachments (Supporting Document and Contract category documents) | Yes | Yes |
Contracts Deviation Abstract | Yes | Yes |
Expiration Date | No | Yes |
Status | No | No |
Published Flag | No | No |
Sales Channel | Yes | Yes |
Campaign | Yes | Yes |
Primary Salesperson | Yes | Yes |
Primary Sales Group | Yes | Yes |
Order Number | No | No |
Customer (party and account) | Yes | Yes |
Contact | Yes | Yes |
Quote-To Address | Yes | Yes |
Ship-To Customer (Party and Account)/Contact/Address at Header Level and Line Level | Yes | Yes |
Shipping Method, Shipping Instructions, Packing Instructions, Requested Delivery Date at Header and Line Level | Yes | Yes |
Bill-To Customer (Party and Account)/Contact/Address at Header Level and Line Level | Yes | Yes |
Payment Terms at Header and Line Level | Yes | Yes |
Payment and Tax Information at Header and Line Level | Yes | Yes |
Regular Products, Configured Products, Services and their reference source, Quantity, and UOM | Yes | Yes |
Manual Price Adjustments | Yes | Yes |
Automatic Price Adjustments | Yes | Yes |
Currency at Header Level | Yes | Yes |
Price List at Header Level and Line Level | Yes | Yes |
Pricing Agreement at Header Level | Yes | Yes |
Promotion Codes at Header and line Level | Yes | Yes |
Line Types | Yes | Yes |
Line Category Code | Yes | Yes |
Order Type | Yes | Yes |
Sales Credits at Header and Line Levels | Yes | Yes |
Attachments | No | Yes |
Notes | No | Yes |
Tasks | No | Yes |
Descriptive Flexfields at the Header and Line Level | Yes | Yes |
Sales Team | No (if ASO: Automatic Sales Team is set to None) Yes (if ASO: Automatic Sales Team is set to Full or Partial) |
Yes, irrespective of the settings in the profile |
Approval History | No | Yes |
Sales Supplement | No | Yes |
Pricing Updated On | No | No |
Pricing Status | See Table- Behavior of Quote Pricing Flags when a Quote is Copied | See Table- Behavior of Quote Pricing Flags when a Quote is Versioned |
Tax Updated On | No | No |
Tax Status | No | No |
Assistance Requested | No | Yes |
Assistance Reason Code | No | Yes |
Source Quote - Current State | Source Quote - State after Copy | Destination Quote - State after Copy |
---|---|---|
Automatic Price Flags - Incomplete or Complete with a price affecting change pending | Complete | Complete |
Automatic Price Flags - Complete indicator | Complete | Complete |
Automatic Price Flags - Incomplete while the quote is submitted for batch processing | Incomplete | Complete |
Manual Price Flags - Incomplete or Complete with a price affecting change pending | Incomplete | Incomplete |
Manual Price Flags - Complete | Complete | Incomplete |
Manual Price Flag - Incomplete while the quote is submitted for batch processing | Incomplete | Incomplete |
Source Quote - Current State | Source Quote - State after Copy | Destination Quote - State after Copy |
---|---|---|
Automatic Price Flags - Incomplete or Complete with a price affecting change pending | Complete | Complete |
Automatic Price Flags - Complete indicator | Complete | Complete |
Manual Price Flags - Incomplete or Complete with a price affecting change pending | Incomplete | Incomplete |
Manual Price Flags - Complete | Complete | Incomplete |