Skip Headers

Oracle Quoting Implementation Guide
Release 12.1
Part Number E13462-07
Go to Table of Contents
Contents
Go to previous page
Previous
Go to next page
Next

Profiles in Oracle Quoting

This appendix covers the following topics:

Setting System Profile Options

When implementing Oracle Quoting, you must set specific profile options. Profile options affect the appearance and performance of the application.

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>.

Profile Categories

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

  1. Log in to Self Service Applications with the Functional Administrator responsibility.

  2. From the Applications Administration page, navigate to Core Services > Profile Categories.

  3. Search for profile categories in Quoting by selecting Order Capture in the Application field.

Profile Options for Enabling Quote Features

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.

ASO: Enable Approvals

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.

ASO: Enable Credit Check

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.

ASO: Enable Defaulting Rule

Determines if the defaulting is based on the OM defaulting framework or not.

ASO: Enable interMedia Search

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.

ASO: Enable Sales Supplement

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.

ASO: Enable Web Publishing

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  

Profile Options for Functional Security

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.

ASO: New Quote Security

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.

ASO: OM Access

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.

ASO: Operating Unit Override

This profile determines if the operating unit on a quote can be changed prior to quote creation. Applicable to Forms Quoting only.

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.

ASO: Status Override

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.

ASO: Update Customer

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.

ASO: Update Sales Team

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:

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

Profile Options for Order Conversion

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.

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

Profile Options for Payments

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:

Is set to No, the Payment Type field and all related payment fields are disabled.

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

Profile Options for Pricing

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.

Functional Behavior

If the profile ASO: Price Change Alert is set to Yes AND

  1. Automatic Pricing and Automatic Tax are set AND

  2. 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

  3. The user attempts to initiate the following:

    Quote Header Actions:

    Sub-Tab Actions:

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

  1. Automatic Pricing and Automatic Tax are set AND

  2. 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

  3. The user attempts to initiate the following:

    Quote Header Actions:

    Sub-Tab Actions:

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  

Profile Options for Printing

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

Profile Options for Product, Quote Searches

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:

In the Forms UI, determines the category set used when:

Additionally, category set is used in the following instances:

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.

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

Profile Options for Sales Credits

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.

Profiles for Sales Credits
Profile Option
Default Value
HTML or Forms UI
Application Level
ASO: Run Sales Credit Update for Quote Lines
No
Both
Site

Profile Options for Data Security

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

Profile Options for Defaulting

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

Profile Options for Debug

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.

Profiles for Debug
Profile Option
Default Value
HTML or Forms UI
Application Level
ASO: Enable ASO Debug
N/A
Both
User

Profile Options for ATP

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

Profile Options for Credit Check

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 Options for Credit Check
Profile Option
Default Value
HTML or Forms UI
Application Level
ASO: Credit Check Rule N/A
Both
Site, Application, Responsibility

Profile Options for Customers

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

Profile Options for Configuring the User Interface

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

Additional Profiles for Quoting Setup and Integration

The following profiles apply to other applications that Oracle Quoting integrates with.

ASN: Customer Access Privilege

  1. 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.

    Quote to, End Customer, Customer Searches
    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
    Bill To, Ship To Customer searches
    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.

Oracle iStore Profiles for Quoting
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.

Multiple Organization Profile Options
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

Oracle Pricing Profile Options for Quoting

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.

Oracle Quoting Obsoleted Profiles

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