This chapter covers the following topics:
Forms Quoting uses Oracle Applications Folder technology to allow users to customize the following forms:
Quote Customer Search
Quote Search
Quote Header
Quote Lines
Sales Team
Price Adjustments
Adjust Charges
Trade-In Product
You can change fields in the following ways:
Hide/Show
Move fields
Change field size
Rename Prompt
Once you make changes to an existing folder, you can save the changes to a new folder or the same folder.
Notes
Use the Folder menu to customize the form.
For information on hiding or showing a field, changing a prompt, changing the length of a field, moving a field, or saving a folder configuration, see the Oracle Application User’s Guide, Folders.
There are specific fields in the Forms UI that users cannot hide.
The following table lists fields in each form that you cannot hide.
Form | Field |
---|---|
Quote Search | Quote Number |
Customer Search > Organization | Customer |
Customer Search > Person | Last Name |
Quote Header > Summary | Order Type |
Quote Header > Summary | Currency |
Quote Header > Summary | Salesperson |
Quote Header > Addresses | Quote To Address Details |
Quote Header > Addresses | Bill To Address Details |
Quote Header > Addresses | Ship To Address Details |
Quote Header > Addresses | Default From Quote To (Bill To) |
Quote Header > Addresses | Default From Quote To (Ship To) |
Quote Header > Addresses | Bill To Customer |
Quote Header > Payment, Shipping | Payment Terms |
Quote Header > Payment, Shipping | Payment Type |
Quote Header > Tax | Tax Handling |
Quote Header > Tax | Tax Code |
Quote Header > Tax | Amount |
Quote Lines > Pricing | Line |
Quote Lines > Pricing | Model Status |
Quote Lines > Pricing | Product |
Quote Lines > Pricing | Qty |
Quote Lines > Pricing | UOM |
Quote Lines > Bill To | Customer |
Quote Lines > Ship To | Customer |
Quote Lines > Shipping | Requested Date |
Quote Lines > Service | Reference Type |
Sales Team | Full Access |
Sales Team | Name |
Price Adjustments | Remove |
Price Adjustments | Adjustment |
Price Adjustments | Adjustment Group |
Price Adjustments | Value |
Price Adjustments > Details (Price Break Header) | Required Quantity |
Price Adjustments > Details (Price Break Header) | Adjustment Value |
Price Adjustments > Details (for a Promotional Good - qualifying item) | Line |
Price Adjustments > Details (for a Promotional Good - qualifying item) | Promotional Product |
Price Adjustments > Details (for a Promotional Good - promotional item) | Line |
Price Adjustments > Details (for a Promotional Good - promotional item) | Qualifying Product |
Price Adjustments > Details (for an Other Item Discount - qualifying item) | Line |
Price Adjustments > Details (for an Other Item Discount - qualifying item) | Discounted Product |
Price Adjustments > Details (for an Other Item Discount - discounted item) | Line |
Price Adjustments > Details (for an Other Item Discount - discounted item) | Qualifying Product |
Adjust Charges | Charge |
Adjust Charges | Charge Group |
Adjust Charges | Value |
Adjust Charges | Charge Amount |
Trade In Product | Category |
Trade In Product | Product |
Trade In Product | Description |
Service Reference | Category |
Service Reference | Product |
Service Reference | Description |