This chapter covers the following topics:
The ability to print a quote allows you to offer customers hard copies of quotes created in the Oracle Quoting UI. The Print Quote function uses HTML Quoting.
The print outs 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 a customizable disclaimer in addition to the following key information:
Quote information — Quote number, revision, date, expiration date, header level payment term
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
Attachments — Text type header and line attachments that are associated with the document category Miscellaneous
Charges — Quote line level charges, quote header level charges, and 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 printed quote report if Sales Contracts integration is enabled and ASO: Print Method is set to XML Publisher and a valid contract is associated with the quote.
The Signature block section is added if the quote is executable.
There are templates available from which you can choose the print quote layout. The seeded option is Default Print Layout. You can also choose to generate the output in either Adobe PDF format or Rich Text Format (RTF). Oracle Quoting uses XML Publisher to produce the Print Quote report.
The highest version of the quote must be used.
The quote must be saved.
The Pricing status must be Complete.
The Tax status must be Complete.
The quote must not be submitted for batch pricing.
To print a quote, select Print Quote from the Actions LOV.
Notes
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
Output formats can either be PDF or Rich Text Format (RTF).
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 the XML Publisher printing option, the seeded default template is derived from the system parameter Default Contract 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 ASO: Enable Sales Supplement is set to Yes.
Show Line Sales Supplement
Displayed if ASO: Enable Sales Supplement is set to Yes.
Sales representatives can share quotes with customers by web publishing the quotes. 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.
ASO: Enable Web Publishing is set to Yes.
If the Quote To customer is of type Organization, a Quote To contact has been specified.
The quote is not expired.
There is at least one specialty store in which the quote can be web published.
The quote must not already be web published.
The quote must not be submitted for batch pricing.
The pricing and tax statuses must both be Complete.
Note: If a web published quote does not meet all of the criteria above, the Publish flag will indicate that it is web published, but it will not show up in the customer UI.
If the Quote To customer is of type Person, the sales representative publishes the quote directly to the Quote To customer. If the quote-to customer is of type Organization, the sales representative publishes the quote to the Quote To contact. A quote version can only be published to an FND_USER. Oracle Quoting will verify that the Quote To customer/contact is an FND_USER. If the customer is not an FND_USER, the sales representative can create an FND_USER for the customer.
ASO: Enable Web Publishing must be set to Yes at the appropriate level.
You must have 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 quote is not expired.
If the Quote To customer is of type Organization, a Quote To contact has been specified.
There is at least one specialty store to which the quote can be web published.
The quote must not already be web published.
The quote must not be submitted for batch pricing.
The Pricing and Tax statuses must be Complete.
The quote name must be specified.
To web publish a quote, select Web Publish from the Actions LOV. The Web Publish function uses HTML Quoting.
Notes
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.
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 quote must currently be web published.
The highest version of the quote must be used.
The user must have update access to the quote.
The quote is not in Order Submitted or Inactive status.
The quote is not expired.
The quote is not submitted for batch pricing.
To unpublish a previously published quote, select Web Unpublish from the Actions LOV.