Implementation Overview

This chapter covers the following topics:

Oracle Quoting Implementation Overview

Mandatory implementation steps are required for Oracle Quoting to function properly. Optional steps provide enhanced functionality. This chapter contains:

Process Description

Sales representatives can use Oracle Quoting to create and manage quotes, and if approved by the customer, convert those quotes into orders.

To effectively implement Oracle Quoting, you must perform the following mandatory tasks:

For enhanced functionality, set up the following:

Note: If you are implementing Oracle Quoting in a multi organization environment, please refer to the Oracle E-Business Suite Multiple Organizations Implementation Guide.

Implementation Task Sequence

The following table describes the implementation process for Oracle Quoting:

Oracle Quoting Process
Step Description Mandatory Responsibility
1 Set up quote status and quote status transitions.
Define new or modify predefined quote statuses, status transitions, and extensibility rules based on business needs.
Mandatory Quoting Sales Manager
2 Set up system profile options.
Define system profile values. These affect the way Oracle Quoting looks and performs.
Mandatory System Administrator
3 Set up Quoting parameters. Mandatory HRMS Manager
4 Set up interMedia Search. Mandatory for Quoting pages iStore Concurrent Programs
System Administrator
5 Assign a predefined or customized Oracle Quoting responsibility to user. Mandatory System Administrator
6 Set up default expiration date using one of the available methods. Mandatory System Administrator
7 Set up Quote Default Rules Optional Quoting Sales Manager
8 Set up Multi Organization Access Control Optional HRMS Manager
9 Modify predefined lookup types
Some predefined lookups types are extensible and can be modified.
Optional Quoting Sales Manager
Application Developer
10 Set up overrideable modifiers in Oracle Advanced Pricing if ASO: Discounting Privilege is set to Full. Mandatory if using manual discounts or surcharges Pricing Manager
11 Set up other modifiers in Advanced Pricing Optional Pricing Manager
12 Set up multiple currencies price lists Optional Pricing Manager
13 Personalize the User Interface (pages) Optional Quoting User
14 Personalize the User Interface (windows) using folder functionality Optional Quoting Sales Agent
Quoting Sales Manager
15 Set up Security
Set security-specific profile options, and create resources and groups.
Mandatory if using Security System Administrator
CRM Administrator
16 Set up sales team assignment, sales credit allocation, and projected commission.
Set up territories and credit rules, and create a rule set of type Projected Classification.
Optional CRM Administrator
Incentive Compensation Super User
17 Set up print quote using XML Publisher
To have personalized print quote reports, customize the XSL stylesheet using XML Publisher. This is mandatory to print contract terms.
Optional XML Publisher Administrator (for XDO)
18 Set up Manual Pricing Request options. Optional System Administrator
19 Set up Account Creation requirements Optional System Administrator
20 Set up for Validating Model Configurations Optional Quoting User, System Administrator
21 Set up Proposals Optional Oracle Proposals Administrator
22 Set up Web Publishing functionality
Set specific profiles and set up specialty stores in iStore.
Mandatory to publish quotes System Administrator
iStore Administrator
23 Set up Approvals
To enable approvals, set specific profile options and conditions and rules.
Mandatory for approvals System Administrator
AME (Approvals Management Engine) Administrator
24 Set up Approvals on a mobile device Optional Quote Approver
25 Set up Sales Contracts
To enable sales contracts, set specific profile options and set up clauses and contract templates in the Contract Terms library.
Mandatory to include sales contracts with quotes System Administrator
Contracts Administrator
26 Set up Credit Check functionality
To enable credit check, set specific profile options.
Optional Order Management Super User (for credit check rules)
System Administrator
27 Set up QA Check Optional System Administrator
Workflow Administrator Web Applications
28 Set up Sales Supplement functionality
Use this functionality if you require supplemental information on quotes that will not pass into Oracle Order Management. Enable sales supplement functionality in Oracle Quoting windows and view it in the pages UI.
Optional Quoting Sales Manager
29 Create additional attachments document categories.
Oracle Quoting supports one document category. You can create additional document categories as needed.
Optional Application Developer
30 Define descriptive flexfields.
Customizable, user defined fields on the Oracle Quoting windows that the application developer can define as needed.
Optional Application Developer