This chapter covers the following topics:
Oracle Quoting depends on other Oracle modules and applications to provide additional functionality. Mandatory dependencies are required for Oracle Quoting to function properly. Optional integrations, when employed, provide additional capabilities.
Oracle Quoting requires that the following applications be installed and implemented.
Oracle Receivables — Provides tax information and customer account information. Refer to the Oracle Receivables User Guide, Oracle E-Business Tax Implementation Guide, Oracle E-Business Tax User Guide and the Oracle Trading Community Architecture User Guide for complete setup information.
Oracle Advanced Pricing — Enables set up of price lists, pricing agreements, discounts, adjustments, and promotions. Refer to the Oracle Advanced Pricing User's Guide for complete setup information.
Oracle Bills of Material — Contains information about the components associated with a product. Refer to the Oracle Bills of Material User's Guide for complete setup information.
Oracle General Ledger — Enables set up of ledgers, books, and exchange rates. Refer to the Oracle General Ledger User's Guide for complete setup information.
Oracle Inventory — Provides all product information. Refer to the Oracle Inventory User's Guide for complete setup information.
Oracle Order Management — Enables creation of orders from quotes. Refer to the Oracle Order Management Implementation Manual for complete setup information.
Oracle XML Publisher — Enables quote printouts to be produced using XDO (XML or XSL) technology. This is mandatory to print quotes.
Oracle Applications Framework— Provides the framework and user interface for Oracle Quoting pages. Enables personalization of the Oracle Quoting pages. Refer to the Oracle Application Framework Personalization Guide.
Oracle Quoting uses Oracle Receivables to store customer information. Customer information is stored in the Trading Community Architecture (TCA) schema. Oracle Receivables also enables you to set up payment terms for your customers.
Please refer the Oracle Receivables User Guide for details on setting up payment terms.
You can set up valid tax locations in Oracle Receivables. Failure to set up state and tax account combinations can result in errors.
Notes
Log in to Oracle Application windows as a Receivables Manager. Navigate to Setup, select Tax, then select Locations.
Refer the Oracle Receivables User Guide for defining tax locations and rates.
Oracle Quoting uses Oracle Advanced Pricing to set up essential pricing information including:
Price Lists — Every product you want to sell must be on a price list. In Oracle Advanced Pricing, you set up price lists, add inventory items to them, and modify them as needed.
Modifiers — Modifiers enable you to set up price adjustments, such as discounts and surcharges, and freight and special charges. Promotion is an example of a modifier.
Agreements — Through Oracle Advanced Pricing, Quoting users can set up agreements with customers. Agreements enable you to define payment terms, prices, and freight terms for a specific customer.
For information on setting up price lists, modifiers or agreements, see the Oracle Advanced Pricing User's Guide or the Oracle Order Management Implementation Manual.
Oracle Quoting supports the use of terms substitution modifiers. If you want a particular terms substitution modifier applied, set up the modifier such that it takes precedence. When using terms substitution modifiers in Quoting, you will observe the following behavior when a pricing call is made:
If there are multiple terms substitution modifiers of the same type with no designated precedence, Oracle Pricing passes all qualified terms substitution modifiers. Oracle Quoting randomly selects one of the terms substitution modifiers and applies it to the quote.
If there are multiple terms substitution modifiers of the same type with a designated precedence, Oracle Pricing passes one modifier, which Oracle Quoting applies to the quote.
Attributes are used to create criteria for the Pricing Qualifiers you set up in Oracle Advanced Pricing. For example, use the Customer Name attribute to create Pricing Qualifiers to limit available promotions based on Customer Name.
For more information on attributes in Oracle Advanced Pricing, refer to the Oracle Advanced Pricing User's Guide.
The following table lists the Pricing Attributes supported by Oracle Quoting.
| Context | Attribute Name | Pricing Level | Pricing or Qualifier Attribute |
|---|---|---|---|
| Customer | Account Type | Line or Header | Qualifier |
| Customer | Agreement Name | Line or Header | Qualifier |
| Customer | Agreement Type | Line or Header | Qualifier |
| Customer | Bill To | Line or Header | Qualifier |
| Customer | Customer Class | Line or Header | Qualifier |
| Customer | Customer Name | Line or Header | Qualifier |
| Customer | GSA Indicator | Line or Header | Qualifier |
| Customer | Invoice To Party Site | Line or Header | Qualifier |
| Customer | Party ID | Line or Header | Qualifier |
| Customer | Sales Channel | Line or Header | Qualifier |
| Customer | Ship To | Line or Header | Qualifier |
| Customer | Ship To Party Site | Line or Header | Qualifier |
| Customer | Site Use ID | Line or Header | Qualifier |
| Item | ALL_ITEMS | Line | Pricing |
| Item | Inventory Item ID | Line | Pricing |
| Item | Item Category | Line | Pricing |
| Item | Segment 1 (Key item flexfield segments) | Line | Pricing |
| Item | Segment 2 | Line | Pricing |
| Item | Segment 3 | Line | Pricing |
| Item | Segment 4 | Line | Pricing |
| Item | Segment 5 | Line | Pricing |
| Item | Segment 6 | Line | Pricing |
| Item | Segment 7 | Line | Pricing |
| Item | Segment 8 | Line | Pricing |
| Item | Segment 9 | Line | Pricing |
| Item | Segment 10 | Line | Pricing |
| Item | Segment 11 | Line | Pricing |
| Item | Segment 12 | Line | Pricing |
| Item | Segment 13 | Line | Pricing |
| Item | Segment 14 | Line | Pricing |
| Item | Segment 15 | Line | Pricing |
| Item | Segment 16 | Line | Pricing |
| Item | Segment 17 | Line | Pricing |
| Item | Segment 18 | Line | Pricing |
| Item | Segment 19 | Line | Pricing |
| Item | Segment 20 | Line | Pricing |
| Line Volume | Item Amount | Line | Pricing |
| Line Volume | Item Quantity | Line | Pricing |
| Line Volume | Period1 Item Quantity | Line | Pricing |
| Line Volume | Period2 Item Quantity | Line | Pricing |
| Line Volume | Period3 Item Quantity | Line | Pricing |
| Modlist | Price List | Line or Header | Qualifier |
| Modlist | Promotion Number | Line or Header | Qualifier |
| Order | Customer PO | Line | Qualifier |
| Order | Line Category | Line | Qualifier |
| Order | Line Type | Line | Qualifier |
| Order | Order Category | Line | Qualifier |
| Order | Order Type | Line or Header | Qualifier |
| Order | Pricing Date | Line | Qualifier |
| Order | Request Date | Line | Qualifier |
| Order | Shippable Flag | Line or Header | Qualifier |
| Pricing Attributes | Model ID | Line | Pricing |
| Pricing Attributes | Parent List Price | Parent List Price | Pricing |
| Segment | Market Segment | Line or Header | Qualifier |
| Segment | Target Segment | Line or Header | Qualifier |
| Terms | Payment Terms | Line or Header | Qualifier |
| Terms | Shipping Terms | Line or Header | Qualifier |
| Territory | Territory | Line or Header | Qualifier |
| Volume | Line Volume | Line | Qualifier |
| Volume | Line Weight | Line | Qualifier |
| Volume | Order Amount | Header | Qualifier |
| Volume | Order Qty | Line | Qualifier |
When setting up Oracle General Ledger, you must define:
A chart of accounts with a value set, and Accounting Flexfield Structure as well as segments and segment values
A calendar
Currencies (enable currencies to use them)
A set of books
Refer to the Oracle General Ledger User's Guide for information on how to perform these tasks.
Oracle Inventory serves as a repository for the items available for purchase in Oracle Quoting. Oracle Quoting supports the use of all items as long as they are Orderable.
In Oracle Quoting pages and windows, product and related product searches are filtered as follows:
The current date must be within the start and end date range set for the product, if any.
The product must be valid for the inventory organization of the operating unit in which the quote is created.
The product must be in the default category set defined for the functional area "Order Management". This condition is not applied for related items that are filtered on the basis of an existing item relationship with the selected product.
The product must have the "Customer Orders Enabled" flag enabled.
The "Returnable" flag must be enabled if the Line Category Code is Return.
The BOM Item Type must be Model or Standard.
The Primary UOM is not ENR.
Iif Oracle interMedia is enabled and you add new products to the Inventory, these products will not show up in the Quoting UI until you run the iStore Search Insert concurrent program. See Running iStore Search Insert for more information.
In Oracle Quoting pages, only interMedia product searches are supported.
The invoiceable_item_flag and invoice_enabled_flag system attributes in Advanced Product Catalog must be set to Yes to enable items in a quote to be invoiced.
Perform the following setups in Oracle Order Management:
You must set up the default Item Validation Organization for your operating unit in Oracle Order Management. This can be done in the Oracle Order Management application from the Setup menu, select Parameter. For more information, refer to the Oracle Order Management Implementation Manual.
Oracle Quoting and Oracle Order Management treat shipping method modifier types differently.
Important: Select only one modifier type when setting up an Oracle Quoting shipping method in Oracle Order Management.
Using Oracle Payments functionality in the background, Oracle Order Management manages the processing of the credit card authorization and risk management validation when an order is placed.
Use the following guidelines to assign workflows for the transaction type you select in the Default Order Type Quoting parameter.
Prerequisite
You must have a transaction type set up.
Log in to Oracle Application windows as Oracle Order Management Super User.
Navigate to Setup, select Transaction Types, then select Define.
Query for the value in the Quoting parameter Default Order Type.
The following conditional dependencies provide additional functionality but are not required for Oracle Quoting to function.
Oracle Advanced Planning and Scheduling — Provides Availability to Promise (ATP) information. Refer to the Oracle Advanced Supply Chain Planning Implementation and User's Guide for more information.
Oracle Approvals Management — Enables users to create an approval chain. Refer to the Oracle HRMS Approvals Management Implementation Guide for complete setup information.
Oracle Configurator — Configures model items. Refer to the Oracle Configurator Installation Guide and Oracle Configurator Implementation Guide for complete setup information.
Oracle iStore — Enables sales representatives to publish quotes to a storefront, and customers to request assistance with shopping carts from sales representatives using Quoting. Refer the Oracle iStore Implementation and Administration Guide for setup details.
Oracle Incentive Compensation — Calculates sales credit allocations for quotes and determines sales representatives' projected commission. Refer to the Oracle Incentive Compensation Implementation Guide for setup information.
Oracle Install Base — Provides a list of all customer's products and installation details. Refer to the Oracle Install Base Implementation Guide for complete setup information.
Oracle Payments — You can set up the risk factor threshold from Oracle Payments. Refer to the Oracle Payments Implementation Guide for complete setup information.
Oracle Proposals — Enables sales representatives to create customized proposals to distribute to customers. Refer to the Oracle Proposals Implementation Guide for setup information.
Oracle Sales Contracts — Enables users to include standard and nonstandard contract terms on a quote. Refer to the Oracle Sales Contracts Implementation and Administration Guide for more information.
Oracle Sales — Enables sales representatives to create quotes in a campaign-to-order business flow from the Oracle Quoting pages. Refer to the Oracle Sales Implementation Guide for complete setup information.
Oracle TeleSales — Enables sales representatives to create quotes in a campaign-to-order business flow from the Oracle Quoting windows. Refer to the Oracle TeleSales Implementation Guide for complete setup information.
Oracle Service Contracts — Provides contract details for service items. Refer to the Oracle Service Contracts Implementation and Administration Guide for complete setup information.
Oracle Territory Manager — Assigns sales teams to quotes based on sales territory definitions. Refer to the Oracle Territory Manager Implementation Guide for complete setup information.
Oracle Workflow — Provides notifications related to Approvals integration. Refer to the latest version of the Oracle Workflow Administrator's Guide for more information.
Refer to the Oracle CRM Application Foundation Implementation Verification Checklist to ensure that all dependencies are installed, implemented, and set up correctly. This document is available on My Oracle Support.