This chapter covers the following topics:
Mandatory implementation steps are required for Oracle Quoting to function properly. Optional steps provide enhanced functionality. This chapter contains:
Sales representatives can use Oracle Quoting to create and manage quotes, and if approved by the customer, convert those quotes into orders.
To effectively implement Oracle Quoting, you must perform the following mandatory tasks:
Set up quote statuses
Set system profile options
Set Quoting parameters
Set up interMedia Search (for HTML UI)
For enhanced functionality, set up the following:
Security
Multi-Org Access Control
Web publishing
Sales supplement templates
Approvals
Sales Contracts
Credit Checking
Sales Team Assignments
Sales Credit Allocation
Projected Commission
Note: If you are implementing Oracle Quoting in a multi-org environment, please refer to the Oracle Applications Multiple Organizations Implementation Guide.
The following table describes the implementation process for Oracle Quoting.
| Step | Description | Mandatory | Responsibility |
|---|---|---|---|
| 1 | Set up quote status and quote status transitions. Define new or modify seeded quote statuses, status transitions, and extensibility rules based on business needs. |
Mandatory | Quoting Sales Manager |
| 2 | Set up system profile options. Define system profile values. These affect the way Oracle Quoting looks and performs. |
Mandatory | System Administrator |
| 3 | Set up Quoting parameters. | Mandatory | HRMS Manager |
| 4 | Set up interMedia Search. | Mandatory for Quoting HTML | iStore Concurrent Programs System Administrator |
| 5 | Assign a seeded or customized Oracle Quoting responsibility to user. | Mandatory | System Administrator |
| 6 | Set up default expiration date using one of the available methods. | Mandatory | System Administrator |
| 7 | Set up Quote Defaulting Rules | Optional | Quoting Sales Manager |
| 8 | Set up Multi-Org Access Control | Optional | HRMS Manager |
| 9 | Modifying seeded lookup types Some seeded lookups types are extensible and can be modified. |
Optional | Quoting Sales Manager Application Developer |
| 10 | Set up overrideable modifiers in Oracle Advanced Pricing if ASO: Discounting Privilege is set to Full. | Mandatory if using manual discounts or surcharges | Pricing Manager |
| 11 | Set up other modifiers in Advanced Pricing | Optional | Pricing Manager |
| 12 | Set up multi-currency price lists | Optional | Pricing Manager |
| 13 | Personalize the User Interface (HTML) | Optional | Quoting User |
| 14 | Personalize the User Interface (Forms) using folder functionality | Optional | Quoting Sales Agent Quoting Sales Manager |
| 15 | Set up Security Set security-specific profile options, and create resources and groups. |
Mandatory if using Security | System Administrator CRM Administrator |
| 16 | Set up sales team assignment, sales credit allocation, and projected commission. Set up territories and credit rules, and create a ruleset of type Projected Classification. |
Optional | CRM Administrator Incentive Compensation Super User |
| 17 | Set up print quote using XML Publisher To have personalized print quote reports, customize the XSL stylesheet using XML Publisher. This is mandatory to print contract terms. |
Optional | XML Publisher Administrator (for XDO) |
| 18 | Set up Manual Pricing Request options. | Optional | System Administrator |
| 19 | Set up Account Creation requirements | Optional | System Administrator |
| 20 | Set up for Validating Model Configurations | Optional | Quoting User, System Administrator |
| 21 | Set up Proposals | Optional | Oracle Proposals Administrator |
| 22 | Set up Web Publishing functionality Set specific profiles and set up specialty stores in iStore. |
Mandatory to publish quotes | System Administrator iStore Administrator |
| 23 | Set up Approvals To enable approvals, set specific profile options and conditions and rules. |
Mandatory for approvals | System Administrator AME (Approvals Management Engine) Administrator |
| 24 | Set up Sales Contracts To enable sales contracts, set specific profile options and set up clauses and contract templates in the Contract Terms library. |
Mandatory to include sales contracts with quotes | System Administrator Contracts Administrator |
| 25 | Set up Credit Check functionality To enable credit check, set specific profile options. |
Optional | Order Management Super User (for credit check rules) System Administrator |
| 26 | Set up QA Check | Optional | System Administrator Workflow Administrator Web Applications |
| 27 | Set up Sales Supplement functionality Use this functionality if you require supplemental information on quotes that will not pass into Oracle Order Management. Enable sales supplement functionality in Oracle Forms and view it in the HTML UI. |
Optional | Quoting Sales Manager |
| 28 | Create additional attachments document categories. Oracle Quoting supports one document category. You can create additional document categories as needed. |
Optional | Application Developer |
| 29 | Define descriptive flexfields. Customizable, user defined fields on the Oracle Quoting form that the application developer can define as needed. |
Optional | Application Developer |