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Oracle iStore Implementation and Administration Guide
Release 12.1
Part Number E13575-08
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Integrating Oracle iStore with Oracle Quoting

This chapter covers the following topics:

Overview of Integrating Oracle iStore with Oracle Quoting Chapter

This chapter describes the integration of Oracle iStore with Oracle Quoting.

Overview of Oracle Quoting

Oracle Quoting enables simple, secure creation and management of customer quotes across all sales and interaction channels. Organizations can propose product solutions and negotiate prices, while enforcing consistent business rules throughout the sales cycle.

Users can create quotes using modifiable templates, add and configure complex products, and perform real-time global availability checks. Users can accept product trade-ins, assign sales credits, and manually adjust prices. Quoting integration with Oracle Sales Contracts allows users to negotiate a quote with a sales contract.

Oracle Quoting is available with an HTML and a Forms user interface. Oracle Quoting-HTML is integrated with Oracle Sales Online and Oracle Quoting-Forms with Oracle TeleSales.

Setting up Oracle Quoting

Set up Oracle Quoting according to the latest version of the Oracle Quoting Implementation Guide.

Note: Oracle iStore uses Oracle Order Capture APIs to integrate with Oracle Order Management and Oracle Receivables. See the Oracle Order Capture API Guide for complete details.

Oracle iStore-Oracle Quoting Integration Overview

You can integrate Oracle iStore with Oracle Quoting to allow:

Quote Publishing

Sales representatives can create quotes in Oracle Quoting and publish them to Oracle iStore specialty sites. Oracle iStore customers can then view, alter (if this functionality is enabled), and place the quotes as orders.

Note: There are two columns in the Quotes page (accessible through the Cart global icon) that display important information for the user:

In both cases, the value of the columns is based on the status of the cart/quote and the permissions of the user (his role on the quote as well as which permission he has.

Conditions for Publishing a Quote

To publish a quote all of the following conditions must be met:

Note: If any of these conditions are missing, the quote will not be visible to the customer, although the published flag in Quoting will indicate publication. See the Oracle Quoting documentation for more information.

API-Level Validation of Site Settings

Before a sales representative is allowed to complete the publishing of a quote to a specialty site, Oracle Quoting calls an Oracle iStore API which validates whether the following is enabled in the site where the quote is being published:

An error message will be returned and the quote will not published if invalid parameters are found.

Web Published Quotes Business Flow

The following is the business flow for Oracle iStore Web-published quotes:

  1. Sales representative uses Oracle Quoting to Web Publish a quote.

    When requesting publication, the sales representative can select from the known e-mail addresses for the customer or contact, and can enter a new customer e-mail if necessary.

  2. An Oracle Quoting workflow event sends the customer an e-mail with a direct link to the quote details.

  3. In Oracle iStore, the user accesses the quote in the Cart > My Quotes subtab. The customer can also view the quote by using the View Quotes link in Welcome Bin.

  4. At any time, the sales representative can make changes to the quote that are visible to the user --- but only as long as the quote is not ordered. If the quote has been approved, the sales representative cannot change anything on the quote -- the quote is read only. The sales representative can unpublish the quote at any time.

  5. User reviews the quote. He can check out with the quote only if the quote status allows it. The quote remains accessible to the customer only as long as the quote remains in Publish status.

  6. From the Review Order Details and Confirm page, the user can:

  7. For other than payment type changes, the customer must contact the sales representative to modify the web published version of the quote. This can be done using the Request Sales Assistance functionality.

  8. From Oracle Quoting, sales representatives can edit, re-publish, un-publish, and inactivate quotes.

  9. Sales representatives can also view Oracle iStore carts that have been converted to quotes in Oracle Quoting when customers request sales assistance.

  10. Note that when the customer places an order with a published quote the T&Cs attached to the quote get passed to Oracle Order Management.

    See the chapter, Integrating Oracle iStore with Oracle Sales Contracts, for details about T&Cs functionality.

Setting Web Publish Profile Options

The following profile options impact the Oracle iStore-Oracle Quoting integration.

  1. IBE: iStore Non Secure URL: This profile option must be set to enable Web Publishing functionality. It specifies the base URL for the non-secure server (HTTP).

  2. IBE: Use Quote Publishing: Enables customer access to quotes from two areas in the Customer UI:

  3. ASO: Default Quote Status: Set this to Store Draft at iStore application level.

  4. ASO: Enable Web Publishing: If set to Yes, quotes can be published to Oracle iStore specialty sites. Note that this should be at the site level or the Oracle Quoting application level.

See the appendix, Profile Options, for more information on the iStore profile options. See the Oracle Quoting Implementation Guide for descriptions and explanations of all Oracle Quoting profile options.

Allowing Customers to Update Published Quotes

By default, customers are only able to update payment information on a quote published in the Customer Application. To allow site customers to perform most of the normal cart actions with a quote, set the profile option, IBE: Allow Update for Draft Quotes, to Yes at the site level. See the appendix, Profile Options, for more information.

Note: Be sure to bounce the server after making site-level profile changes.

See also: "Update Quote Process Flow" in the chapter, Customer Application Process Flows

Update Quote Rules and Guidelines

Keep the following guidelines in mind for published quote functionality: