Using Quote Templates
This chapter covers the following topics:
Overview of Quote Templates
In Oracle Quoting, you can create quote templates that predefine products and quantities thus automating recurrent quote content. For configured products, add a product to your template, launch Configurator and save the resulting configuration in the template. You can also add service products to templates.
While creating a template, you must select the operating unit for it. Only users having access to the operating unit can use the template. The operating unit cannot be changed once the template is created.
In the Forms UI, you can work with templates by choosing the Template Administrator option from Setup.
Adding a Quote Template to an Existing Quote
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The quote must not be in a read-only status.
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The highest version of the quote must be used.
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The user must have update access to the quote.
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The quote must not be submitted for batch processing.
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Quote templates must be set up in Quoting’s HTML UI.
Notes
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Log in to Oracle Quoting with the Quoting Sales Manager responsibility.
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Select the quote to add the template to.
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Select Add Quote Templates from the Actions LOV, and search for templates.
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In the Quote Templates Results section, you can select multiple templates by holding down the Shift key for contiguous selection, or non-contiguously by holding down the Ctrl key.
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The Template Details table is a child table of the Results table. It displays the line details of the template selected in the Results table. If multiple templates are selected, the Template Details table displays details for the last template selected.