This appendix covers the following topics:
Access Oracle Forms by navigating to:
http://<host>:<apache port>/
and clicking Apps Logon Links > VIS Logon through the Forms cartridge. Log in with the appropriate user name and responsibility to perform the specified tasks.
The following table summarizes the responsibilities necessary to perform setup and administrative tasks for Oracle Quoting in Oracle Forms.
Responsibility |
Tasks |
---|---|
Application Developer | Set up descriptive flexfields to appear on quote pages. See Defining Descriptive Flexfield Information for details. |
CRM Administrator | Set up resources. See Creating a Resource |
iStore Concurrent Programs Responsibility | Run the concurrent programs iStore Search Insert when setting up interMedia product searches. See Enabling interMedia Search for details. |
Oracle Pricing Manager | Set up Oracle Pricing. See Setting up Oracle Advanced Pricing for details. |
Order Management Super User | Set up Oracle Order Management. See Setting up Oracle Order Management for details. Set up credit check rules. See Setting Up Credit Check Functionality for details. |
Receivables Manager | Set up Oracle Receivables. See Setting up Oracle Receivables for details. |
System Administrator | Assign responsibilities to users. See Assigning a Seeded Oracle Quoting Responsibility to a User for details. Set system profile options. See Setting System Profile Options for details. |
XML Publisher Administrator | Set up XDO Print templates. See Setting Up Print Quote for details. |
Access the Oracle CRM Applications login page at:
http://<host>:<apache port>/OA_HTML/jtflogin.jsp
Log in with the appropriate user name and responsibility to perform the specified tasks.
The following table summarizes the user names and responsibilities necessary to perform setup and administrative tasks for Oracle Quoting in Oracle CRM Applications.
User |
Responsibility |
Tasks |
---|---|---|
SYSADMIN | CRM HTML Administration Logging in with this responsibility launches the Oracle CRM System Administrator Console. |
Set up branding for HTML Quoting. Refer the Oracle Applications Framework Personalization Guide for more information. |
Responsibility |
Tasks |
---|---|
Quoting User | Access the HTML UI of Quoting. |
Quoting Sales Agent | Access Forms UI of Quoting. Run concurrent programs for creating defaulting rules or modifying seeded dependency rules and territory assignment. See Concurrent Programs in Defaulting Rules and Assign Territory Access Concurrent Program Details respectively for details. |
Quoting Sales Manager |
|