This chapter covers the following topics:
You can designate a number of different addresses on a quote. Each address serves a different purpose, but they are not all mandatory.
Note: The Quote To customer must have at least one active address (any purpose) to create a quote.
Quote To Address — Physical address associated with the Quote To customer or contact.
The Quote To address is an optional address. It may be passed to the quote from an opportunity, but it is not passed into Oracle Order Management when the quote becomes an order.
Ship To Address — Address where the order is sent.
The Ship To Address can be associated with either the Ship To Customer or Ship To 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 submitted as an order.
Bill To Address — Address where the bill is sent.
This address can be associated with either the Bill To customer or the Bill To Contact. If you choose an address that is not of type Bill To, then it is created as a Bill To address when the quote is submitted as an order.
End Customer — 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 and shipping 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 and billing addresses can be specified as long as the parent model is not a model that must be shipped together with all its components. Line level billing is controlled by the profile option ASO: Enable Line Level Billing.
Addresses are defaulted into the Addresses tab of the Quoting form, based on the following conditions, when creating quotes standalone, from opportunities, or from templates.
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 that order) and accepts the first one it finds:
Active Primary Sold To address type usage for the Quote To Contact
Identifying address for the Quote To Contact
Active 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 that order) and accepts the first one it finds:
Active Primary Sold To address type usage for the Quote To Customer
Identifying address for the Quote To Customer
If the Quote To Customer is of type Person, the application searches for a value from the following sources (in that order) and accepts the first one it finds:
Active 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 that order) and accepts the first one it finds:
Active Primary Bill To address type usage for the Bill To Contact
Identifying address for the Bill To Contact
Active 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 that order) and accepts the first one it finds:
Active 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:
Active 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 that order) and accepts the first one it finds:
Active Primary Ship To address type usage for the Ship To Contact
Identifying address for the Ship To Contact
Active 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 that order) and accepts the first one it finds:
Active Primary Ship To address type usage for the Ship To Customer
Identifying address for the Ship To Customer
The End Customer address is defaulted at the time of quote creation based on the following conditions:
If End Customer is an Organization and the End Customer 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 End Customer Contact
Identifying address for the End Customer Contact
Primary Ship To address type usage for the End Customer
Identifying address for the End Customer
If the End Customer is an Organization and no End Customer 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 End Customer
Identifying address for the End Customer
If the End 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 End Customer
Identifying address for the End Customer
If you wish to bill individual lines to different locations, see Entering Line-level Billing.
To enter a Bill To customer and address for an order, navigate to Quoting > Quote Header > Addresses
Prerequisites
The customer must be displayed in the Quoting form.
The individual to be billed and the billing address must already exist in the database.
Field Behavior
Copy From Quote To
Selecting Copy From Quote To copies address information from the quote-to address.
Bill To Customer and Bill To Account
The maximum number of results in the LOVs for the Bill To customer and account at the header and line level is limited by the profile option ASO: Max Number of Results.
Contact
The LOV displays only contacts (parties of type Person) that have a valid relationship with the Bill To party.
Bill To Address
The Bill To address LOV displays all existing addresses for both the customer and the contact, if there is one. Therefore, if the Bill To contact changes and the Bill To address belonged to that contact, the address fields clear. If a new contact is selected, you are prompted to use the Address LOV to enter a new Bill To address for either the Bill To customer or contact.
If there is no Bill To contact, the LOV displays only addresses for the Bill To customer.
If the selected Bill To address is not of usage type Bill To, it will be created as a Bill To address when the quote is created/saved.
Notes
If the Bill To Customer is copied from the Quote To Customer, the Quote To account value is copied into the Bill To Account field.
The Bill To Account is optional when creating/saving the quote, unless the Bill To Customer has at least one active account.
If you wish to ship individual lines to different locations, see Entering Line-Level Shipping.
To enter a ship-to customer and address for an order, navigate to Quoting > Quote Header tab > Addresses
Prerequisites
The customer must be displayed in the Quoting form.
The individual to ship to and the shipping address must already exist in the database.
Field Behavior
Copy From Quote To
Selecting Copy From Quote To copies address information from the Quote To address.
Ship To Customer and Ship To Account
The maximum number of results in the LOVs for the Ship To Customer and Account at the header and line level is limited by the profile option ASO: Max Number of Results.
Contact
The LOV displays only contacts (parties of type Person) that have a valid relationship with the ship-to party
Ship To Address
The Ship To Address LOV displays all addresses for both the customer and the contact (if there is one). Therefore, if the ship-to contact changes and the Ship To Address belonged to that contact, the address fields clear. If a new contact is selected, you are prompted to use the Address LOV to enter a new Ship To Address for either the Ship To Customer or Ship To Contact.
Notes
The Ship To Account is optional when creating/saving the quote, unless the Ship To Customer has at least one active account.
If the Ship To Customer is copied from the Quote To Customer, the Quote To account value is copied into the Ship To Account field.
If the selected Ship To address is not of usage type "Ship To," it will be created as a Ship To address when the quote is created/saved.
To designate a Quote To Address, navigate to Quoting > Quote Header > Addresses
Field Behavior
Phone
A value is defaulted into this field, based on the following conditions:
If the Quote To Customer is an organization and a Quote To Contact is specified, this field is populated with the contact’s primary phone number.
If the Quote To customer is an organization and no contact is specified, no defaulting occurs.
If the Quote To Customer is a person, this field is populated with the primary phone number for the Quote To Customer.
Notes
If the selected Quote To address is not of usage type "Sold To," it will be created as a Sold To address when the quote is created.
You can copy the Quote To information to Shipping, Billing, and End Customer addresses 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.
To copy Quote To information, select the Addresses option from the quote header.
To enter shipping details, navigate to Quoting > Quote Header > Payment, Shipping
Field Behavior
Shipping Method
The LOV shows all valid and active shipping methods for the product validation organization for the operating unit associated with the quote.
This LOV lists all shipping methods available in the lookup SHIP_METHOD.
Freight Terms
Indicates who pays for freight and when it must be paid. Freight terms do not affect accounting freight charges.
This LOV lists all freight terms available in the OM lookup FREIGHT_TERMS.FOB
FOB
The point or location from where ownership title of goods is transferred from seller to buyer. This LOV lists values from the AR lookup FOB.
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).
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. Other payment types include 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 support pre-payment terms.
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.
By default, the line level payment details are disabled. You can enable them by setting the ASO: Enable Line Level Payments profile to Yes. For more details, refer the Oracle Quoting Implementation Guide.
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 at the header level, then the Bill To Customer must be specified at the header level. If the payment type is Credit Card at the line level, then the Bill To Customer must be specified at the line level.
Oracle Quoting supports the use of Payment Terms Substitution. Please see Terms Substitution for more information.
To enter payment information for your customer, navigate to Quoting > Quote Header > Payment, Shipping
Prerequisites
The Quote Header tab displays the customer.
Notes
Payment Terms are defaulted at the time of quote creation based on the Header-level Agreement. Payment term defaulting can also occur when the Header-level Agreement is assigned or changed.
If the payment type is by credit card and if Oracle Payment is also installed, the application performs a credit card check once the quote is submitted as an order. For more information, consult the Oracle Payment Implementation Guide.
To designate line level billing information, navigate to Quoting > Lines > Bill-To
Prerequisites
The item for which you want to designate a different billing address, must be displayed in the Quote Lines tab.
The ASO: Enable Line Level Billing profile must bet set to Yes at the appropriate level.
The highest version of the quote must be used.
The line must not be a component of a configured product.
Field Behavior
Customer
The behavior of this field depends on the setting of the profile option ASO: Enforce Account Relationships. See Creation of Accounts.
Account
An account number is defaulted into the Account field based on the customer selected. If the customer is not specified, you can directly select an account. The customer for the account will be copied to the account field.
To designate line level shipping information, navigate to Quoting > Quote Lines tab > Ship-To
Prerequisites
The item you want to designate a different shipping address for must be displayed in the Quote Lines tab.
The line must not be a component of a configured product.
The highest version of the quote must be used.
The quote is not in a read-only status.
Field Behavior
Customer
The behavior of this field depends on the setting of profile option ASO: Enforce Account Relationships. See Creation of Accounts.
Account
An account number is defaulted into the Account field, if one exists. If the customer is not specified, you can directly select an account. The customer for the account will be copied to the account field.
Requested Date Type
The type of 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.
Requested Date
The requested date can either be the shipped date or the received date.
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).
Warehouse
This field is disabled if ASO: Enable Manual Warehouse Selection is set to No.
Note: You can specify the Warehouse and Requested Date for a component.
Shipping Method
If a warehouse is not specified, shipping method is validated against the carrier-ship method relationships for the inventory organization for the product on the quote line.
If a warehouse is specified, shipping method is validated against the carrier-ship method relationships for the warehouse specified on the quote line.
If you change the line level warehouse, and the new warehouse/shipping method is not valid, this field will be cleared.
Shipment Priority
This LOV lists the values in the OM lookup SHIPMENT_PRIORITY
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.
Freight Terms
Indicates who pays for freight and when it must be paid. Freight terms do not affect accounting freight charges.
This LOV lists all freight terms available in the OM lookup FREIGHT_TERMS.