This chapter covers the following topics:
The ability to print a quote allows you to offer customers hard copies of quotes created in Oracle Quoting.
The printouts for Print Quote vary depending on whether or not the quote is executable. A quote is executable if there is a valid transition from the current quote status to Order Submitted status.
The non-executable Print Quote report displays key information available to you in the Oracle Quoting UI in addition to a customizable disclaimer.
Quote information — Quote number, revision, date, expiration date, header level payment term, printed tax name and tax rate
Customer information — Customer name, address, e-mail address, and phone number; ship-to customer name, address, and phone number; bill to customer name, address, and phone number
Pricing Agreement information — Agreement name, number, revision, and revision date
Line information — Product number and description, UOM, Qty, Unit Net Price, Total Net Price, Sales Tax, Configurations for model products, Total price for model products, Charges
Attachments — Text type header attachments that are associated with the document category Miscellaneous
Charges — A summary of charges for entire quote
Tax — A summary of tax charges, including tax code and tax rate
Sales Supplement — Header and line level sales supplement details including template name, sections, components, and component responses
Contract Information — Contract Terms for a contract associated with the quote
Note: Contract information is only available on the Print Quote report if Sales Contracts integration is enabled and a valid contract template is associated with the quote.
The Signature block is added if the quote is executable.
The printing functionality in Quoting is implemented through Oracle XML Publisher. You can choose between two output formats: PDF format or Rich Text Format (RTF).
The print layout defaults based on the value defined in the profile option ASO: Default Layout Template.
See also:
The highest version of the quote must be used.
Notes
Select Print Quote from the Actions LOV.
Depending on your browser, either a browser window opens displaying the printout or you are asked to open or save the printout. If you need a paper copy of the quote, choose your browser’s Print option to print the report.
Field Behavior
Output Format
XML Publisher offers you the choice between the PDF or RTF output formats.
Show Price Adjustments
If checked, price adjustments and list prices will print.
Show Charges
If checked, charges details appear on the quote printout. If unchecked, charges details are not printed but, total charges are displayed in the Subtotal section of the printout
Show subtotal by product category
If checked, the subtotal for each product category will be printed at the end of the report. Use product categories belonging to the default category set for the Order Management functional area.
Print in Executable Mode
If checked, the quote is printed along with a signature section.
Template
For XML Publisher, the seeded template defaults from the profile option ASO: Default Layout Template.
Show Header Attachments
This field can be enabled/disabled using OA Personalization.
If selected, all header level Text type attachments in the Miscellaneous document category will print.
Show Line Attachments
This field can be enabled/disabled using OA Personalization.
If selected, all line level Text type attachments in the Miscellaneous document category will print.
Show Header Sales Supplement
Displayed if the Sales Supplement subtab is enabled at the header level using OA Personalization.
Show Line Sales Supplement
Displayed if the Sales Supplement subtab is enabled at the line level using OA Personalization.
Sales representatives have the ability to share quotes with customers by web publishing. A quote version may be web published if it meets all of the following conditions:
The user has update access to the quote
The highest version of the quote must be used
The quote is not in Order Submitted or Inactive status
The profile ASO: Enable Web Publishing is set to Yes.
The quote is not expired
If the customer is of type organization, a contact has been specified
The quote must not already be web published.
There is at least one specialty store in which the quote can be web published
If the customer is of type Person, the sales representative publishes the quote directly to the customer. If the customer is of type Organization, the sales representative publishes the quote to the contact. A quote version can only be published to an FND_USER. If the customer is not an FND_USER, the sales representative can create an FND_USER for the customer by entering a user name when attempting to publish a quote.
See also:
ASO: Enable Web Publishing must be set to Yes at the appropriate level.
The highest version of the quote must be used.
The quote is not in Order Submitted or Inactive status.
The quote is not expired.
If the customer is of type organization, a contact has been specified.
There is at least one specialty store in which the quote can be web published.
Notes
To web publish a quote, select Web Publish from the Actions LOV.
If the customer is not an FND_USER, you will be prompted to create a user with a valid e-mail address. You must also choose a preferred language for the user. A Welcome to Store e-mail notification is sent to the customer.
Important: Based on the setup in Centralized User Administration, you must have Single Sign-on compliance to create FND_USERS. For more information, refer the Oracle iStore Implementation and Administration Guide.
If the customer is an FND_USER, you can submit the quote for web publishing directly. The Web Publish Quote e-mail notifications are sent to the customer and to you.
You have the option not to web publish the quote after creating the user.
The Specialty Store ID is stored in the quote header.
Field Behavior
Username
If mandatory text field appears, the quote-to customer is not an FND_USER. Appears as read only when the quote-to customer is an FND_USER.
Web Publish In
Lists all specialty stores in which the quote version is eligible to be published. If the customer has access to restricted Store minisites, these are listed as well. You can choose to publish the quote in restricted minisites as well as public access minisites.
ASO: Enable Web Publishing must be set to Yes at the appropriate level.
The highest version of the quote must be used.
The user must have update access to the quote.
The quote is not in Ordered or Inactive status.
To unpublish a previously published quote, select Web Unpublish from the Actions LOV.
When a customer requests sales representative assistance for a shopping cart or quote via iStore, you can view the assistance request in the quote.
There could be two flows in such a scenario. When a customer requests for assistance from iStore during online shopping, a quote is created and the request is visible in the quote. A customer can also request for assistance after a quote is published to a web store.
Prerequisites
The Assistance Request fields are hidden by default. You must enable them using OA Personalization. For information on OA Personalization, refer the Oracle Applications Framework Personalization Guide. Once enabled, the fields are visible in the quote's header.
Field Behavior
Assistance Requested
This criterion shows if an iStore customer has requested sales representative assistance for the quote. It is Yes if the customer has requested assistance, No if the customer has not. Click the link next to this field to view the request note.
Assistance Reason
This criterion shows the reason code the iStore customer selected in the assistance request.