This chapter covers the following topics:
Important: It is recommended that you implement quote approvals if you enabled Sales Contracts integration.
If AME parallelization configuration is enabled, approvals functionality will not be supported in Forms Quoting. For information about AME parallelization configuration, see Quoting User Guide.
If you implement the Approvals functionality, there are a number of setup steps you must complete.
Set up all Approvals quote statuses.
Oracle Quoting requires that you set up additional quote status transitions if you use Approvals. You must set up the following transition statuses:
Draft to Approval Pending
Approved to Order Submitted
Approval Rejected to Approval Pending
Approval Canceled to Approval Pending
Set the Approvals profile options.
For information on the Approvals profile options, refer to Appendix A, Profiles in Oracle Quoting.
Set up conditions and rules in Oracle Approvals Management (AME).
A rule requiring approval is defined using attributes, conditions, and action type. Attributes are used to define Conditions. One or more conditions and an approval type constitute a rule.
Before submitting a quote for approval, you can skip certain approvers by selecting the approvers to be deleted from the list. To skip approvers in HTML UI, you must:
Set the value of Oracle Approvals Management attribute ALLOW_DELETING_RULE_GENERATED_APPROVERS to True.
Enable the Remove column using Oracle Application Personalization.
In Forms UI, to skip approvers, you must set the profile option ASO: Allow Skip Approvers to Yes.
Note: For the HR Position Approver Type in AME, the first response is used in the approval process.
The predefined attributes for Quoting are available in Appendix E Predefined Attributes in Oracle Approvals Management (AME).
For information on setting up rules and conditions in AME, refer to the Oracle Approvals Management Implementation Guide.