Seeded Roles and Responsibilities

This appendix covers the following topics:

• Oracle Forms Responsibilities
• Oracle CRM Applications Responsibilities
• Oracle Quoting UI Responsibilities

Oracle Forms Responsibilities

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.

Oracle Forms Responsibilities

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.

Oracle CRM Applications Responsibilities

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.

Oracle CRM Applications Users and Responsibilities

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.

Oracle Quoting UI Responsibilities

Oracle Quoting Customer UI Users and Responsibilities

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	Set up/update defaulting rules. See Setting Up Defaulting Rules for details. Set up sales supplement templates. See Setting up Sales Supplement Templates for details. Set up/update quote status. See Setting Up Quote Status and Quote Status Transitions for details. Set up/update quote templates. See the Oracle Quoting User Guide for details. Set up/update quote lookups. See Seeded Lookup Types for details. 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.