This appendix covers the following topics:
When implementing Oracle Quoting, you must set specific profile options. Profile options affect the appearance and performance of the application.
If you are using Quoting Forms UI standalone, you should set profile options for Order Capture at the Application level.
If you are using Quoting Forms UI with Oracle TeleSales, you should set profile options for TeleSales at the Application level.
If you are using Quoting HTML UI standalone, you should set profile options for Oracle Quoting at the Application level.
If you are using Quoting HTML UI with Oracle Sales, you should set profile options for Oracle Sales at the Application level.
For a detailed description of setting profile options, refer to the Oracle Application System Administrator’s Guide.
Log in to Oracle Forms as a Systems Administrator.
Navigate to the Profile > System > Find System Profile Values window.
Tip: When you query for ASO profiles, use the string with a wildcard as in the following example: ASO%<profile name>.
Profiles in Oracle Quoting are categorized based on functions in the application that they are applicable to. The profiles in this appendix are organized based on these categories. You can also view these categories in the application.
Steps
Log in to Self Service Applications with the Functional Administrator responsibility.
From the Applications Administration page, navigate to Core Services > Profile Categories.
Search for profile categories in Quoting by selecting Order Capture in the Application field.
Set the following profiles to enable respective features in Oracle Quoting.
ASO: Automatic Sales Credit Allocation
Determines if and when Quoting calls the sales credit allocation engine to get sales credit receivers and percentages.
If set to Full, Quoting calls the sales credit allocation engine upon user request and at order submission to determine sales credit receivers and percentages, for revenue and non-revenue sales credits. If the ASO: Automatic Sales Team Assignment profile is set to Full, Quoting will call Territory Manager to update the sales team at order submission before calling the sales credit allocation engine.
If set to Partial, Quoting calls the sales credit allocation engine upon user request only.
If set to None, Quoting does not call the sales credit allocation engine to determine credit receivers and percentages.
If null, defaults to None.
ASO: Automatic Sales Team Assignment
Determines if and when Quoting calls Territory Manager to assign sales teams to quotes.
If set to None, Quoting does not call Territory Manager to assign sales teams.
If set to Partial, Quoting calls Territory Manager to assign quote sales teams at quote creation, directly from templates, and on user request. At quote creation from an opportunity, Quoting will copy the sales team from opportunity to quote, but select the primary sales representative according to logic described in the "Integrating Oracle Quoting With Oracle Territory Manager" chapter. If automatic sales credit allocation is enabled, Quoting calls Territory Manager when the user requests sales credit update.
If set to Full, Quoting calls Territory Manager to assign quote sales teams at order submission, in addition to the functionality of the partial setting.
If null, defaults to None.
ASO: Calculate Projected Commission
Determines if projected commission is available in Quoting.
If set to Yes, users can request calculation of their projected quote commissions and view the commission per line and product category.
If set to No, users cannot request or view projected commission.
If null, defaults to No.
Determines availability of approvals functionality.
If set to Yes, approvals functionality is enabled.
If set to No, approvals functionality is disabled.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Approvals tab can be enabled/disabled via OA Personalization.
Determines if the credit check functionality is enabled.
If set to Yes, users can initiate credit checks.
If set to No, users cannot initiate credit checks.
If null, defaults to No.
Determines if the defaulting is based on the OM defaulting framework or not.
If set to Yes, the defaulting rule setup for Quoting is used.
If set to No, the existing hard coded defaulting logic is used.
If null, the default value of No is assumed.
Determines if the product search (against the Product Catalog) uses Intermedia.
If set to Yes, the product search uses the value in the profile ASO: Category Set in the product search LOV.
If set to No, the product search uses the existing search tables/views and does not use the ASO: Category Set profile.
If null, a default value of No is assumed.
Note: This profile is applicable only to Forms Quoting. HTML Quoting uses interMedia search by default.
Enter a character and a wildcard to perform the search.
ASO: Enable Line Level Billing
Determines if you can designate billing information at the line level.
If set to Yes, you can designate billing information by line.
If set to No, you cannot designate billing information by line.
If null, a default value of No is assumed.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Line Level Billing Details section can be disabled via OA Personalization.
Determines if the sales supplement functionality is accessible to users.
If set to Yes, sales supplement is enabled.
If set to No, sales supplement information is not accessible to users.
If null, a value of No is assumed.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Sales Supplement subtab can be disabled via OA Personalization in the header as well as line levels.
Enables web publishing functionality in Oracle Quoting - Forms
If set to Yes, the user can publish quotes.
If set to No, the user cannot publish quotes.
If null, a default value of No is assumed.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Web Publish flag can be enabled/disabled via OA Personalization in the header as well as line levels.
Profiles to Enable Quote Features
| Profile Option | Default Value | HTML or Forms UI | Application Level | Additional Profile Category |
|---|---|---|---|---|
| ASO: Enable Credit Check | No | Both | Site, Application | Credit Check |
| ASO: Enable Intermedia Search | No | Forms | Site, Application | Product Search |
| ASO: Automatic Sales Credit Allocation | None | Both | Site | Sales Credits |
| ASO: Calculate Projected Commission | No | Both | Site, Application | Sales Credits |
| ASO: Enable Defaulting Rule | No | Both | Site, Application, and Responsibility | |
| ASO: Enable Approvals | Yes | Forms | Site, Application | |
| ASO: Enable Line Level Billing | No | Forms | Site, Application, Responsibility | |
| ASO: Enable Sales Supplement | No | Forms | Site, Application | |
| ASO: Enable Web Publishing | No | Both | Site, Application | |
| ASO: Automatic Sales Team Assignment | None | Both | Site |
The following profile options apply to functional security in Oracle Quoting.
ASO: Allow Quantity Updates for Component Item
Determines if users can update the quantity for a component of a model or delete the component.
If set to Yes, a user can update the quantity or delete the component.
If set to No, a user cannot update quantity or delete the component.
If null, defaults to Yes.
ASO: Allow Quantity Updates for Top Level Model Item
Determines if users can update the quantity of a top level model.
If set to Yes, the user can change the quantity.
If set to No, the user cannot change the quantity and the quantity becomes read only.
If null, defaults to Yes.
ASO: Allow Skip Approvers
Determines if the sales representative can skip approvers in the approval process.
If set to Yes, the sales representative can skip approval levels when submitting a quote for approval.
If set to No, all approvers must approve the quote.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Skip Approvers option can be disabled via OA Personalization.
ASO: Create New Customer
Allows the user to access the Accounts Receivables (AR) Customer page. The AR Customer page can be used to search for an existing customer or create a new customer.
Note: In the Forms UI, new customers are created using the Customer form. This form automatically creates a new account for each new customer. If you do not want the user to create new accounts when creating new prospect customers, you must disable the Create Customer form by setting the profile option ASO: Create New Customer to No. Users can create new customers using the Create Customer form in the Oracle TeleSales E-Business Center.
If set to Yes, the user can access the AR Customer page to search for customers or create new customers.
If set to No, the user cannot access the AR Customer page.
If null, a default value of Yes is assumed.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Create Customer button can be disabled via OA Personalization.
ASO: Discounting Privilege
Allows the user to make manual adjustments to the price returned from the pricing engine.
If set to Full, the user can manually adjust a price in the Oracle Quoting UI. The user can add non-automatic adjustments and charges, and can also override the modifier’s value if the override flag is checked in Oracle Advanced Pricing.
If set to Partial, the user can only select non-automatic adjustments and charges.
If set to None, the user cannot manually adjust a price in the Oracle Quoting UI, or apply non-automatic adjustments or charges, or override adjustment/charge values.
If null, a default of None is assumed.
ASO: Enable Line Type
Allows the user to enter line types and categories.
If set to Yes, line types and categories can be entered in the Oracle Quoting UI.
If set to No, line types and categories cannot be entered and the default line category "ORDER" is in effect in the Oracle Quoting UI.
If null, a default value of No is assumed.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Line Category Code drop-down can be disabled via OA Personalization.
ASO: Enable Manual Warehouse Selection
Allows the user to specify a warehouse.
If set to Yes, the Warehouse field is enabled.
If set to No, the Warehouse field is disabled.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Warehouse LOV can be disabled via OA Personalization.
ASO: Enable Promotional Good Price Override
Determines if the user can override the price of a promotional good line.
If set to Yes, and if the ASO: Discounting Privilege profile is set to Full, a user can also override the price for a promotional good.
If set to No, the user cannot override the price of a promotional good.
If null, defaults to No.
ASO: Enable Submit Button
Determines which users can submit orders.
If set to Yes, users can submit an order.
If set to No, the Place Orderbutton in Forms UI and the Place Order action in HTML UI is disabled and users cannot submit orders.
If null, a value of Yes is assumed.
ASO: Manager Role Access
Determines what level of access a manager has to quotes.
If set to Update, the manager can update all quotes associated with the quote sales teams their subordinates belong to.
If set to Inherit, the manager has the same access as a subordinate on the quote sales team. If the manager has multiple subordinates with different access levels on a single sales team, the manager has the higher access level.
If null, a default value of Inherit is assumed.
ASO: Modify Sales Credits
Allows the user to modify the sales credit recipients.
If set to Yes, the user can add/modify/remove sales credit recipients irrespective of whether the user is a manager in the sales group or not.
If set to Partial, the user can add/modify/remove sales credit recipients only if they are a member of at least one sales group in which the user is a manager or member of at least one group which is the child group of a group where the user is a manager. If the user is not a manager in any sales group, the user cannot add/modify/remove sales credit recipients.
If set to No, the user cannot add/modify/remove sales credit recipients irrespective of whether the user is a manager in the sales group or not.
Controls the user’s ability to create new quotes.
If set to Yes, the user cannot create new standalone quotes unless the quote is created from an opportunity.
If set to No, the user can create new standalone quotes. They can copy existing quotes to new quotes and create quotes from opportunities.
Note: Create customer sales teams using the Territory Manager module of Foundation, Oracle Sales or Oracle TeleSales.
Determines the mode of access to Oracle Order Management Forms via the Customer History form. Access can be Full or Read Only. These values are based on the lookup type ASO_OM_ACCESS_PRIVILEGE.
If set to Full, the user can update an order in the Oracle Order Management form.
If set to Read Only, the user can only view an order in the Oracle Order Management form.
If null, a value of Full is assumed.
This profile determines if the operating unit on a quote can be changed prior to quote creation. Applicable to Forms Quoting only.
If set to Yes, you can change the operating unit for a quote, provided the quote is not already created.
If set to No, you cannot change the operating unit for the quote prior to quote creation.
If set to null, the default value of No is assumed.
ASO: Price List Override
Allows the user to select a different price list for a quote.
If set to Yes, the user is able to override the default price list selection.
If set to No, the user cannot override the default price list.
If null, a default value of Yes is assumed.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Currency and Price List LOVs can be disabled via OA Personalization.
Determines whether a user can update the quote while it is in a read-only status.
If set to Yes, user is able to override read-only data for quotes in read-only status.
Note: The status of a quote accessed from approval notification is read-only and cannot be changed even if the ASO: Status Override profile option is set to Yes.
If set to No, user cannot update data for quotes in a read-only status.
If null, a default value of No is assumed.
Allows the user to update existing customer information.
If set to Yes, user can update existing customer information.
If set to No, user cannot update existing customer information.
If null, a default value of Yes is assumed.
Note: This profile is applicable only in the Forms UI. In the HTML UI, the Create Contact and Create Address buttons can be disabled via OA Personalization.
Allows user to manually update Sales Team information, including manual assignment of the primary sales agent.
If set to Yes, user is able to update primary sales representative and sales team information.
If set to Partial, a user can:
Add or remove resources from the sales team if the resources are members of at least one of the groups in which the user is a member.
Add or remove resources from the sales team if the resources are members of at least one child group of a sales group in which the user is a manager.
Modify sales team information only for those resources where there is a shared membership in at least one sales group or membership in at least one child group of a sales group in which the user is a manager.
If this profile is set to Partial and the user is not a member of any sales groups, Quoting behaves as if the profile option is set to Yes.
If set to No, the user cannot update the primary sales representative and sales team information.
If null, a default value of Yes is assumed.
ASO: View Sales Credits
Allows the user to view the sales credit recipients.
If set to Yes, the user can view all sales credit recipients irrespective of whether the user is a manager in the sales group or not.
If set to Partial, the user can view sales credit recipients only if they are a member of at least one sales group in which the user is a manager or member of at least one group which is the child group of a group where the user is a manager. If the user is not a manager in any sales group, the user can view only his/her own sales credits.
If set to No, the user can view only his/her own sales credits irrespective of whether the user is a manager in the sales group or not.
Profiles for Functional Security
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
Additional Profile Category |
|---|---|---|---|---|
| ASO: Create New Customer | Yes | Forms | Site, Application, Responsibility, User | Customers |
| ASO: Enable Submit Button | Yes | Both | Site, Application, Responsibility, User | Order Conversion |
| ASO: Discounting Privilege | None | Both | Site, Application, Responsibility, User | Pricing |
| ASO: Price List Override | Yes | Forms | Site, Application, Responsibility, User | Pricing |
| ASO: Modify Sales Credits | Yes | Both | Site, Application, Responsibility, User | Sales Credits |
| ASO: View Sales Credits | Yes | Both | Site, Application, Responsibility, User | Sales Credits |
| ASO: Manager Role Access | Inherit | Both | Site, Application, Responsibility, User | |
| ASO: Allow Quantity Updates for Component Item | Yes | Both | Site, Application | |
| ASO: Allow Quantity Updates for Top Level Model Item | Yes | Both | Site, Application | |
| ASO: Allow Skip Approvers | No | Forms | Site, Application | |
| ASO: Enable Line Type | No | Forms | Site, Application, Responsibility, User | |
| ASO: Enable Manual Warehouse Selection | No | Forms | Site, Application, Responsibility, User | |
| ASO: Enable Promotional Good Price Override | No | Both | Site | |
| ASO: New Quote Security | No | Both | Site, Application, Responsibility, User | |
| ASO: Status Override | No | Both | Site, Application, Responsibility, User | |
| ASO: Update Sales Team | Yes | Both | Site, Application, Responsibility, User | |
| ASO: Operating Unit Override | No | Forms | Site, Application, Responsibility, User | |
| ASO: OM Access | Full | Forms | Responsibility, User | |
| ASO: Update Customer | Yes | Forms | Site, Application, Responsibility, User | Customers |
The following profile options apply to converting quotes to orders.
ASO: Default Order State
Determines the order state, booked or entered, when the order is created from a quote.
If null, the default value of Booked is assumed.
ASO: Default Return Reason
Default reason for item return, if no reason is specified by the customer.
Mandatory for all return lines.
If null, a default value of No Reason Entered is assumed.
ASO: OM Defaulting
Determines whether Oracle Order Management should default values based on Oracle Order Management rules for the following order attributes, when creating an order from a quote. All attributes apply to both header and line level.
agreement_id
fob_code
freight_terms_code
packing_instructions
payment_term_id
shipment_priority_code
shipping_instructions
If set to No and a quote is created with null values for the above fields, the corresponding order shows these fields as null.
If set to Yes and a quote is created with null values for the above fields, the corresponding order will have values defaulted into the fields, using the Oracle Order Management defaulting rules.
ASO: Order Feedback Queue Retention Time
Determines the length of time, in seconds, that messages are retained in the order feedback queue.
Caution: It is very important that you enter a value for this profile.
Set the profile value to null, meaning that the message never expires, or to a large number. The setting depends on your business needs and the applications that are interested in the queued information.
If null, the message will be retained in the queue indefinitely.
ASO: Quote Conversion Type
Specifies the currency conversion type used to derive the daily conversion rate from Oracle General Ledger if the currency set in the OM: Set of Books profile is different from the currency used to create the associated quote.
If null, no default value is assumed.
ASO: Reservation Level
Determines the level at which item reservations are performed. Items can be reserved manually, or automatically when the order is submitted.
Mandatory if reservations are performed.
Note: Quoting does not support the value Automatic Reservation - Add to Cart.
If set to AUTO_ORDER, a reservation is made when an order is placed.
If set to Manual, reservations must be entered manually in Oracle Order Management.
If null, a default value of Manual is assumed.
ASO: Validate Salesrep
This profile is used to determine whether a sales representative must be specified on the quote prior to creating an order.
If set to Yes, a sales representative must be specified on the quote prior to creating an order.
If set to No, a sales representative will be defaulted from the parameter Default Salesrep.
If null, a default value of Yes is assumed.
Profiles for Order Conversion
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASO: OM Defaulting | No | Both | Site, Application |
| ASO: Default Order State | Booked | Both | Site, Application, Responsibility, User |
| ASO: Default Return Reason | N/A | Both | Site, Application, Responsibility, User |
| ASO: Order Feedback Queue Retention Time | N/A | Both | Site, Application |
| ASO: Quote Conversion Type | N/A | Both | Site, Application, Responsibility, User |
| ASO: Reservation Level | Manual | Both | Site, Application, Responsibility, User |
| ASO: Validate Salesrep | Yes | Both | Site, Application, Responsibility, User |
The following profile options apply to payments.
ASO: Credit Card Authorization
Important: In this release, the behavior of the ASO: Credit Card Authorization profile has changed.
This profile, working along with the profile ASO: Default Order State, determines whether credit card authorization must be performed on orders created in the Entered status.
To enable credit card authorization for orders created in the Entered status, this profile must be set to Yes and ASO: Default Order State must be set to Entered.
To disable credit card authorization for orders created in the Entered status, this profile must be set to No and the ASO: Default Order State profile must be set to Entered.
If null, a default value of No is assumed.
ASO: Enable Line Level Payments
Determines whether line level payments must be enabled in the Forms UI.
If set to Yes, the Payment Type field at the line level payment region is enabled for updates. Based on the payment type chosen, the following fields are also enabled:
Check Number
Card Type
Credit Card Number
Security Code
Cardholder Name
Credit Card Expiration Date
Is set to No, the Payment Type field and all related payment fields are disabled.
Payment Terms, PO Number and PO Line Number fields are available for update independent of this profile setting.
In HTML UI, use OA Personalization to enable/disable payment related fields at the line level.
ASO: Enable Risk Management on Credit Card Authorization
Runs risk management during a credit card authorization.
If set to Yes, risk management check is enabled when performing a credit card authorization.
If set to No, risk management check is disabled.
If set to null, a default value of No is assumed.
Profiles for Payments
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
Additional Profile Category |
|---|---|---|---|---|
| ASO: Credit Card Authorization | No | Both | Site, Application, Responsibility, User | Enable Quote Features |
| ASO: Enable Line Level Payments | Yes | Forms UI | Site, Application, Responsibility, User | Enable Quote Features |
| ASO: Enable Risk Management on Credit Card Authorization | No | Both | Site, Application, Responsibility, User | Enable Quote Features |
The following profile options apply to pricing of quotes in Oracle Quoting.
ASO: Default Price Change Reason
When you change the price without entering a change reason, the value in this profile defaults as the change reason. The values for this profile are derived from the Oracle Order Management lookup type CHANGE_CODE.
If this profile is not set, a default value of Null is assumed.
ASO: Enable Batch Processing
Determines how the quote is priced. To price the quote interactively, you must wait while the quote is being priced. If the quote is priced via a batch process, you will be notified when the pricing call is complete.
Note: This profile is applicable only in the Forms UI. In the HTML UI, using OA Personalization, you can enable the Submission Options field to price the quote in batch mode.
ASO: GSA Pricing
Allows users to check the GSA violation returned by the Pricing engine.
If set to Warning, the application checks for a GSA violation and returns a warning message to the user. The transaction continues.
Note: This profile option value applies only to the Forms interface of Quoting. Warnings are not displayed in the HTML UI. If you are using the HTML UI and you set this profile to Warning, Quoting will allow you to successfully change the price (below GSA price) without any warnings.
If set to Error, the application checks for a GSA violation and returns an error message to the user. The transaction is stopped.
If null, GSA violation checks are ignored.
ASO: Pricing Change Alert
Dictates whether a message is displayed notifying a price affecting change made to the quote. Irrespective of the setting for this profile, the quote is already priced.
If set to Yes, the notification is displayed.
If set to No, the user does not get a notification.
If set to null, the default value Yes is interpreted.
If the profile ASO: Price Change Alert is set to Yes AND
Automatic Pricing and Automatic Tax are set AND
The Pricing and Tax status are 'Incomplete' OR the Pricing Status is 'Complete' and the Tax status is 'Incomplete' OR a Price affecting change is pending AND
The user attempts to initiate the following:
Quote Header Actions:
Place Order
Web Publish Quote
Print Quote
Sub-Tab Actions:
Initiate Approval
Create Proposal
The Quote is repriced and the user is presented with a message indicating that a price affecting change has been made. The Price and Tax status is Complete at this point.
If the ASO: Price Change Alert profile is set to No AND
Automatic Pricing and Automatic Tax are set AND
The Pricing and Tax status are 'Incomplete' OR the Pricing Status is 'Complete' and the Tax status is 'Incomplete' OR a price affecting change is pending AND
The user attempts to initiate the following:
Quote Header Actions:
Place Order
Web Publish Quote
Print Quote
Sub-Tab Actions:
Initiate Approval
Create Proposal
The Quote is repriced and the user is not presented with any message indicating that a price affecting change has been made.
ASO: Require Minus Sign For Manual Discount
Determines the format for entering manual discounts and surcharges for quotes in the HTML interface. The fields that have a direct impact by the value in this profile are: Discount % in the Quote Header, Value in the Quote Line, Discount % when you update multiple products.
If set to Yes, a positive number is applied as a surcharge, increasing the Unit Selling Price. A negative number is applied as a discount, decreasing the Unit Selling Price.
If set to No, a positive number is applied as a discount, decreasing the Unit Selling Price and a negative number is applied as a surcharge, increasing the Unit Selling Price.
If null, a default value of No is assumed.
Profiles for Pricing
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
Additional Profile Category |
|---|---|---|---|---|
| ASO: Enable Batch Processing | No | Forms | Site | Enable Quote Features |
| ASO: Pricing Change Alert | Yes | Both | Site, Application, Responsibility | |
| ASO: GSA Pricing | N/A | Both | Site, Application | |
| ASO: Require Minus Sign For Manual Discount | No | HTML | Site | |
| ASO: Default Price Change Reason | Null | Both | Site |
The following profile options apply to printing quotes from Oracle Quoting.
ASO: Company Report Logo
Indicates the location of the gif file used for the company logo.
Profiles for Printing
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASO: Company Report Logo | N/A | Both | Site, Application, Responsibility |
The following profile options apply to product and quote searches in Oracle Quoting.
ASO: Category Set
In the HTML UI, determines the category set used when:
Searching the product catalog
Searching for trade-in products
Reconfiguring a product from the Installed Base
Specifying service reference information for a serviceable item in the Installed Base or Product Catalog
In the Forms UI, determines the category set used when:
Searching the product catalog (with interMedia enabled)
Searching for trade-in products
Reconfiguring a product from the Installed Base
Specifying service reference information for a serviceable product in the Installed Base or on a Pending Order.
Specifying service reference information for a serviceable product in the product catalog
Additionally, category set is used in the following instances:
To Print Subtotals by Category when printing a quote
To display Subtotal by product category for Projected Commissions
For the categories used to set up Territory Management
For the Product LOV in the set up screen for Sales Credit Allocation
For the seeded product category attribute in Quote approvals setup
If the profile is null, it will use the default category set for the Order Management functional area.
ASO: Filter Service Reference by End Customer
Filter the service references by End Customer.
If set to Yes, the service references are filtered by End Customer. If the End Customer is not specified, it is filtered by the Quote To Customer
If set to No, the service references are filtered by Quote To Customer.
If null, a value of No is assumed.
ASO: Maximum Days In Expiration Date Range
For performance reasons, the maximum number of days in the Expiration Date Range should be restricted during quote searches. The value in this profile will be defaulted into the Expiration Date Range field.
If null, a default value of 30 is assumed.
ASO: Require Service Reference on Add to Quote
Determines when the user must specify the service reference form for a service item.
If set to Yes, the user must select the service reference before adding a service item to the quote.
If set to No, the user must select the service reference either when adding the service to the quote or before placing the order.
If null, a value of Yes is assumed.
Note: Regardless of whether this profile is set to Yes or No, you must specify the service reference to place an order.
Profiles for Product and Quote Searches
| Profile Option | Default Value | HTML or Forms UI | Application Level |
|---|---|---|---|
| ASO: Category Set | NA | Both | Site, Application |
| ASO: Require Service Reference on Add to Quote | Yes | Both | Site |
| ASO: Filter Service Reference by End Customer | No | Both | Site, Application, Responsibility |
| ASO: Maximum Days in Expiration Date Range | 30 | HTML | Site, Application, Responsibility, User |
The following profile options apply to sales credits.
ASO: Run Sales Credit Update for Quote Lines
Determines whether a call to the sales credit allocation engine updates the entire quote or just the header.
Note: This profile option is ignored if the profile ASO: Automatic Sales Credit Allocation is set to None.
If set to Yes, Quoting calls the engine to update credit information at header level and for all quote lines.
If set to No, Quoting calls the sales credit allocation engine to update header-level sales credit information only.
If null, defaults to No.
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASO: Run Sales Credit Update for Quote Lines | No | Both | Site |
The following profile options apply to data security in Oracle Quoting.
ASO: Enable Security Check
Determines whether Quote Access Security is enabled. Quote Access Security determines which quotes users can access and at what levels.
If set to Yes, users can access only those quotes belonging to a sales team they or one of their subordinates belong to. Limits user’s access level as well.
If set to No, users have update access to all quotes.
If null, a value of No is assumed.
Note: If this profile is set to No, you should not set other security profiles, as they do not work when security is turned off.
ASO: Filter Quote Template By
Determines the list of quote templates that can be applied to a quote.
If set to Quote Operating Unit, the template listing displays all the templates for the quote’s operating unit.
If set to Accessible Operating Units, the template listing displays all the templates for user accessible operating units. The Multi-Org Access Control (MOAC) security determines the list of operating units accessible to a user.
If set to All Operating Units, the template listing displays quote templates for all operating units.
If null, a default value of Quote Operating Unit is assumed.
ASO: Security Enable From API
Determines if security is enabled through the security APIs. This profile is mandatory if Security is enabled. Also determines if Saved Searches display quotes based on salesperson.
Note: If Oracle Territory Manager and/or Oracle Incentive Compensation integrations are enabled, you must set this profile to Yes.
If set to Yes, the security APIs are enabled and Security functionality is accessible.
For Saved Searches: If you designate a salesperson on the Saved Search form and set this profile to Yes, the saved search displays all quotes where the salesperson is on the Sales Team or is the primary salesperson. If set to Yes and the Restrict to Primary Salesperson and Primary Sales Group checkbox is selected, displays all quotes where the salesperson is the primary salesperson.
If set to No, the security APIs are not available and Security functionality is not accessible.
For Saved Searches: If set to No, you will not be able to restrict saved searches by salesperson.
If null, a default value of No is assumed.
Note: This profile completely disables security. It is intended to improve application performance and should be set to No only if there are no users with security enabled through ASO: Enable Security Check. This profile must be set to Yes if you have any users with security enabled through ASO: Enable Security Check.
Profiles for Data Security
| Profile Option | Default Value | HTML or Forms UI | Application Level | Additional Profile Category |
|---|---|---|---|---|
| ASO: Enable Security Check | No | Both | Site, Application, Responsibility, User | Enable Quote Features |
| ASO: Filter Quote Template By | Null | HTML | Site, Application, Responsibility, User | None |
| ASO: Security Enable From API | No | Both | Site | Enable Quote Features |
The following profile options apply to defaulting in Oracle Quoting.
ASO: Calculate Price
Determines when the products and services in the quote are priced. The Automatic Pricing flag in the Quoting HTML and Forms UI derives its value from this profile.
If set to Automatic, the quote is priced automatically each time a price-affecting change is made.
If set to Manual, users can price the quote whenever they choose.
If null, defaults to Automatic.
Note: Setting the profiles ASO: Calculate Price to Manual and ASO: Calculate Tax to Automatic is not recommended and not supported. This is not a valid setup, and the tax calculation may be wrong.
ASO: Calculate Tax
Determines when tax is calculated for the quote. The Automatic Tax flag in the Quoting HTML and Forms UI derives its value from this profile.
If set to Automatic, the tax is calculated automatically each time a price-affecting change is made.
If set to Manual, users can calculate tax for the quote whenever they choose.
If null, defaults to Automatic.
ASO: Configuration Effective Date
This profile option determines the Configuration Effective Date and Model Lookup Date when model items in a quote are configured. You can set the configuration effective date as the model item creation date or the current date. This profile option is used for manual validation of model configuration.
Important: For Forms Quoting, the value of the profile option must be set as Configuration Creation Date at the application level.
If set to Configuration Creation Date, the Configuration Effective Date and the Model Lookup Date is the date when the model item is configured.
If set to Current Date, the Configuration Effective Date and the Model Lookup Date is the current date.
If set to Callback Function, the user can develop code as per their business requirements for determining the Configuration Effective Date and the Model Lookup Date. The ASO_QUOTE_HOOK.Get_Model_Configuration_Date API is invoked if the profile options value is set to Callback Function.
If null, a value of Configuration Creation Date is assumed.
For more information about how ASO: Configuration Effective Date is used, see Setting up Validations for Model Configurations.
ASO: Copy Configuration Effective Date
This profile determines the Configuration Effective Date and Model Lookup Date for the new configuration when copying a configuration. The effective date can be the same as that of the existing configuration or the current date.
Important: For Forms Quoting, the value of the profile option must be set as Yes at the application level.
If set to Yes, the Configuration Effective Date and the Model Lookup Date is the same for new and existing model configuration.
If set to No, the Configuration Effective Date and the Model Lookup Date for the new model configuration is the current date.
If null, a default value of Yes is assumed.
For more information about how ASO: Copy Configuration Effective Date is used, see Setting up Validations for Model Configurations.
ASO: Default E-Business Quote Screen
Specifies the default Sales for Communications quote form launched when the user selects the Details button while viewing Quotes in the Quote/Order tab of the Oracle TeleSales E-Business form.
ASO: Default Expiration GL Calendar
Selects the General Ledger calendar used to determine the quote expiration date. Users can choose from all GL calendars set up in Accounts Receivable.
If set to None, no calendar will be used.
ASO: Default Expiration GL Period Type
Selects the General Ledger period type used to determine the quote expiration date. Users can choose from all period types set up for the selected GL calendar in Accounts Receivable.
If set to None, no period type will be used.
ASO: Default Header Level Sales Supplement Template
Sets the default header level sales supplement template.
ASO: Default IB Search Results
Determines if instances are displayed by default when the IB search form is invoked. This profile is applicable to Forms only.
If set to All Instances, all instances are displayed by default in the search results form.
If set to None, no instances are displayed by default and you must conduct a search to view any results.
If null, defaults to None.
ASO: Default Install Base Relationship
Determines the default Installed Base relationship for Relationship Type menu on the Installed Base Relationships page. This profile is applicable to Forms only.
If set to Component-Of, the Relationship Type defaults to Component-of.
If set to Connected-To, the Relationship Type defaults to Connected-To.
If null, a default value of Component_Of is assumed.
ASO: Default Layout Template
Determines the default print template to be used for printing a quote and previewing contract terms on a quote. This profile is mandatory if Sales Contracts integration is enabled.
ASO: Default Line Level Sales Supplement Template
Determines the default line level template.
ASO: Default Ordered Quantity in OC UI
Determines the default quantity that appears in the QTY field of the Oracle Quoting window.
If null, a default quantity of 1 is assumed.
ASO: Default Quote Status
Determines the default status of a new quote.
ASO: Default Sales Channel
Determines the default sales channel for quotes if the Primary Sales Agent and Sales Group are defaulted from the Quoting parameters Default Salesrep and Default Sales Group.
ASO: Quote Duration
Specifies the minimum length of time (in days) a quote remains valid. Oracle Quoting uses this value to calculate the Expiration Date if the user does not specify one.
Note: This profile is only considered if ASO: Default Expiration GL Calendar and ASO: Default Expiration GL Period Type profiles are not set.
If null, a duration of 30 days is assumed.
Profiles for Defaulting
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
Additional Profile Category |
|---|---|---|---|---|
| ASO: Calculate Price | Automatic | Both | Site, Application, Responsibility, User | User Interface, Pricing |
| ASO: Calculate Tax | Automatic | Both | Site, Application, Responsibility, User | User Interface, Pricing |
| ASO: Configuration Effective Date | Null | HTML | Site, Application, Responsibility | None |
| ASO: Copy Configuration Effective Date | Yes | HTML | Site, Application, Responsibility | None |
| ASO: Default Layout Template | N/A | Both | Site, Application, Responsibility | User Interface, Printing |
| ASO: Default Expiration GL Calendar | None | Both | Site | User Interface |
| ASO: Default Expiration GL Period Type | None | Both | Site | User Interface |
| ASO: Quote Duration | 30 | Both | Site, Application, Responsibility, User | User Interface |
| ASO: Default E-Business Quote Screen | Quoting | Forms | Site, Responsibility | User Interface |
| ASO: Default Header Level Sales Supplement Template | N/A | Both | Site, Application, Responsibility, User | User Interface |
| ASO: Default IB Search Results | None | Forms | Site, Application, Responsibility, User | User Interface |
| ASO: Default Install Base Relationship | Component-Of | Forms | Site, Application | User Interface |
| ASO: Default Line Level Sales Supplement Template | N/A | Both | Site, Application, Responsibility, User | User Interface |
| ASO: Default Ordered Qty in OC UI | 1 | Both | Site, Application, Responsibility, User | User Interface |
| ASO: Default Quote Status | Draft | Both | Site, Application | User Interface |
| ASO: Default Sales Channel | N/A | Both | Site, Application, Responsibility, User | User Interface |
The following profile options apply to debugging in Oracle Quoting.
ASO: Enable ASO Debug
Enables the ASO debug messages for a single session.
If set to Yes, then ASO debug messages are recorded in the folder specified in Oracle Order Management's profile.
If set to No, then no debug file is recorded.
The following table lists the default value and application levels for the debugging profile option.
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASO: Enable ASO Debug | N/A | Both | User |
The following profile options apply to the Availability to Promise feature in Oracle Quoting.
ASO: ATP Use Sourcing Rule
Determines if sourcing rules are used to derive the relevant inventory organizations for ATP.
Sourcing rules are defined in Materials Requirements Planning (MRP). Please refer to the Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User Guide.
If set to Yes, ATP is calculated based on sourcing rules if the warehouse is not specified in the quote.
If set to No, the sourcing rules are not used and the ATP check is restricted to the inventory organization specified in the quote. If the warehouse is not specified in the quote, it will use the profile ASO: Default Ship From Org.
If null, then the default value No is assumed.
ASO: Default Ship From Org
Identifies the physical warehouse against which ATP is performed. This profile option plays a role only when you check for availability (ATP).
Mandatory if ATP is performed at order submission.
If null, no default value is assumed.
Profile Options for ATP
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASO: Default Ship From Org | N/A | Both | Site, Application, Responsibility, User |
| ASO: ATP Use Sourcing Rule | No | Both | Site, Application, Responsibility |
The following profile options apply to credit checks in Oracle Quoting.
ASO: Credit Check Rule
Determines the credit check rule used for performing the internal credit check. If not set, internal credit checks cannot be performed.
This profile must be associated with a rule defined in Oracle Order Management for the credit check capability to be enabled. Only header level rules can be set as a value for the profile. The possible values that can be set are Booking, OCM Default Credit Check Rule, and Picking. These values are retrieved from the OE_CREDIT_CHECK_RULES table in Oracle Order Management. Refer the Oracle Order Management User’s Guide for more information.
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASO: Credit Check Rule | N/A | Both | Site, Application, Responsibility |
The following profile options apply to customers in Oracle Quoting.
ASO: Auto Account Creation
Determines if an account should be automatically created when the quote is updated.
If Always, and sold-to/ship-to/bill-to party without an active account is on a quote, an account is automatically created when the user saves the quote. If a new party is created, an account is created simultaneously.
If As Required, and sold-to/ship-to/bill-to party on quote does not have a single active account, an account is created for each of these parties when the quote is web published, or the quote is submitted to Oracle Order Management.
If Place Order, and sold-to/ship-to/bill-to party on quote does not have a single active account, an account is created for each of these parties when the quote is submitted to Oracle Order Management.
If null, defaults to As Required.
ASO: Enforce Account Relationships
Determines if users can select only ship-to/bill-to customers with existing relationships to the sold-to customer.
If Yes, the user can only select ship-to or bill-to customers with existing relationships to the sold-to customer. In HTML UI, allows user to conduct a blank search for ship-to or bill-to customers.
If No, the user can select any ship-to or bill-to customer regardless if there is an existing relationship with the sold-to customer.
If null, defaults to No.
Profile Options for Customers
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASO: Enforce Account Relationships | No | Both | Site, Application, Responsibility, User |
| ASO: Auto Account Creation | As Required | Both | Site, Application |
The following profile options apply to configuring the look and feel of the user interface in Oracle Quoting.
ASO: Automatic Numbering
Determines if the system automatically generates a quote number.
If set to Yes, a new quote number is generated by the system.
If set to No, the user must specify the quote number.
If null, a default value of Yes is assumed.
ASO: Display Installed Base Attributes
Determines whether or not attributes are displayed in the Installed Base search results for trade-ins. This profile is applicable to Forms only.
If set to Yes, attributes are displayed in the search results.
If set to No, attributes are not displayed in the search results.
If null, defaults to No.
ASO: Max Number of IB Search Results
Determines the number of instances that can be displayed at once in the component/connection details. This profile is applicable to Forms only.
If null, defaults to 100.
ASO: Max Number of Results
Determines the maximum number of search results displayed in the quote and customer searches, and all customer and account LOVs in the Forms UI.
If null, defaults to 100.
ASO: Require Group
Determines if a group selection is required for the Primary Sales Agent.
If set to Yes, the user cannot save the quote until a group selection is made.
If set to No, the user can save the quote without a group selection.
If null, a default value of No is assumed.
Note: If this profile option is set to Yes, setting up at least one group for each sales representative is mandatory.
Profile Options for Configuring the User Interface
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASO: Display Installed Base Attributes | No | Forms | Site |
| ASO: Max Number of IB Search Results | 100 | Forms | Site |
| ASO: Max Number of Results | 100 | Forms | Site, Application |
| ASO: Require Group | No | Both | Site |
| ASO: Automatic Numbering | Yes | Both | Site, Application, Responsibility |
The following profiles apply to other applications that Oracle Quoting integrates with.
ASN: Customer Access Privilege
Determines the customers to display for a Quote To Customer, Quote to Account, and Customer searches. See table below for details.
This profile also determines the customers to display in the Bill To/Ship To Account LOVs. For this purpose, this profile works in conjunction with the ASO: Enforce Account Relationships profile. See the Bill To, Ship To Customer searches table for details.
If set to Sales Team, the customer list is limited to those customers for which the user is on the customer sales team.
If set to Full, all customers are listed.
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ASN: Customer Access Privilege | Sales Team | Both | Site, Application, Responsibility, User |
The following tables explain the behavior when the profiles are set to different values and the user has the Manager or User role.
| Profile | Role = Manager | Role = User |
|---|---|---|
| ASN: Customer Access Privilege = Sales Team | Show customers for which the user is on the customer sales team AND Show customers where the user’s subordinates are on the customer sales team |
Show customers for which the user is on the customer sales team |
| ASN: Customer Access Privilege = Full | Show all customers | Show all customers |
| Profiles | Role = Manager | Role = User |
|---|---|---|
| ASO: Enforce Account Relationships = Yes | Show related customers | Show related customers |
| ASO: Enforce Account Relationships = No AND ASN: Customer Access Privilege = Full |
Show all customers | Show all customers |
| ASO: Enforce Account Relationships = No AND ASN: Customer Access Privilege = Sales Team |
Show customers for which the user is on the Customer sales team AND Show customers where the user’s subordinates are on the customer sales team |
Show customers where the user is on the customer sales team |
HZ: Default Party Type
Determines the value (person or organization) in the Customer Type field for the sold-to, bill-to, and ship-to customers when creating new customers.
If set to Person, the customer type defaults to person.
If set to Organization, the customer type defaults to organization.
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| HZ: Default Party Type | Organization | HTML | Site, Application |
IBE: iStore Non Secure URL
Set this profile to use web publishing in Oracle Quoting. If you are using the HTML UI and are integrated with Oracle Sales, you must set this profile at the Application level for the application Oracle Sales. If you are not integrated with Oracle Sales, the profile should be set at the Application level for Oracle Quoting.
For more information on Oracle iStore profile options, refer to the Oracle iStore Implementation Guide.
| Profile Option | Default Value | HTML or Forms UI | Application Level |
|---|---|---|---|
| IBE: iStore Non Secure URL | - | Both | Application |
ICX: Preferred Currency
Determines the default currency for a quote.
If null, the first value in the LOV is assumed.
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| ICX: Preferred Currency | Null | Both | Site, Application, Responsibility, User |
Multi Organization (MO) Profile Options
MO: Security Profile
Oracle Applications uses the profile MO: Security Profile to link an operating unit to a responsibility. This is a flexible security profile which allows a responsibility access to one or more operating units without having to switch between responsibilities. It can be set to any value based on the operating units in the organization.
MO: Default Operating UnitYou can set an operating unit as the default operating unit using this profile. This is useful when you transact in multiple operating units but frequently transact in one operating unit.
Please refer the Oracle Applications Multiple Organizations Implementation Guide for more details.
| Profile Option | Default Value | HTML or Forms UI | Application Level |
|---|---|---|---|
| MO: Security Profile | - | Both | Site, Application, Responsibility, User |
| MO: Default Operating Unit | - | Both | Site, Application, Responsibility, User |
OA Personalization Profile Options
To enable personalization of the Quoting HTML interface, set the Personalize Self-Service Defn profile option to Yes and the Disable Self-Service Personal profile to No.
For more information on OA Personalization, refer the Oracle Applications Framework Personalization Guide.
OKC: Enable Sales Contracts
Determines if Oracle Sales Contracts integration with Quoting is enabled.
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| OKC: Enable Sales Contracts | No | Both | Site, Application |
OM: Use Configurator
Indicates which Oracle application software will be launched to enter configuration information.
Should be set to Yes if a quote with model items will become an order.
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| OM: Use Configurator | No | Both | Site |
Specific Oracle Pricing profile options must be set during Oracle Quoting implementation. For more information on Oracle Pricing profile options, refer to the Oracle Pricing User’s Guide.
Oracle Pricing Profile Options for Quoting
| Profile Option |
Default Value |
HTML or Forms UI |
Application Level |
|---|---|---|---|
| QP: Multi-Currency Installed | No | Both | Site |
| QP: Multi-Currency Usages | No | Both | Application |
| QP: Verify GSA Violations | No | Both | Site |
QP: Multi-Currency Installed
Determines if Quoting displays both price lists with the selected currency as the base currency and price lists where there is a conversion list for the selected currency.
QP: Multi-Currency Usages
Determines if multi-currency price lists are used in calls to Pricing.
QP: Verify GSA Violations
Indicates whether the pricing calculation engine should test for GSA violations.
If set to Yes, Pricing tests for GSA violations.
If set to No, Pricing does not check for GSA violations.
Mandatory if the ASO: GSA Pricing profile is set to Error or Warning.
The following profile options are obsolete from this release.
Obsolete Profiles
| Profile Option | Remarks |
|---|---|
| ASO: Receipt Method | |
| ASO: ATP Default Customer | |
| ASO: ATP Default Ship To Site | |
| OTS: Default User Role and Sales Group | |
| OSO: Default Sales Group and Role | |
| OTS: Default User Sales Group | |
| ASO: Default Currency Code | |
| ASO: Print Quote Method | |
| ASO: Print Quotes Report Directory | |
| ASO: View Customers Without Accounts | |
| ASO: Configurator URL | |
| ASO: Enable OSO Integration | In the HTML interface, the Opportunity LOV can be enabled/disabled via OA Personalization. The Forms interface did not use this profile. |
| ASO: Print Quote Show Attachments | In the HTML interface, the Attachment options can be enabled/disabled via OA Personalization. For the same functionality, Oracle Forms will launch an OA page. |
| ASO: Manage Quote Templates | |
| ASO: Display Header Flexfields with Quote Header in HTML UI | The flexfields in the Quote Header can be enabled/disabled via OA Personalization. The Forms interface did not use this profile. |
| ASO: Default Order Type | |
| ASO: Create New Shipping/Billing Customer | You can enable/disable the creation of any customer via OA Personalization. This profile was not used by Oracle Forms. |
| ASO: Default Contract Template | |
| ASO: Default Salesrep | |
| ASO: Default Sales Group | |
| ASO: Default Sales Role |