Oracle Quoting Implementation Guide

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Preface

Introduction

Oracle Quoting Overview

Oracle Quoting Key Features

Verify Mandatory Dependencies

Oracle Quoting Mandatory Dependencies

Setting up Oracle Receivables

Setting up Tax Locations

Setting up Oracle Advanced Pricing

Setting up Oracle General Ledger

Setting up Oracle Inventory

Setting up Items to be Invoiced

Setting up Oracle Order Management

Oracle Quoting Optional Integrations

How to Verify Specific Setups for Dependencies

Implementation Overview

Oracle Quoting Implementation Overview

Process Description

Implementation Task Sequence

Implementation Tasks for Oracle Quoting

Setting Up Quote Status and Quote Status Transitions

Rules for Quote Status Changes

Setting System Profile Options

Assigning a Predefined Oracle Quoting Responsibility to a User

Modifying Predefined Lookup Types

Setting Up TCA SmartMatch

Setting Up Quoting Parameters

Setting up the Default Expiration Date

Setting up WebADI to create Quote

Creating a Quote Template from a Quote

Applying Quote Template with Different or Same Operating Unit as the Quote's Operating Unit

Setting up Override Modifiers

Multiple Currencies Price Lists

Setting Up Manager Roles

Setting up a Group

Verify Group Setup

Setting Up Sales Team Assignment and Sales Credit Allocation

Automatic Sales Credit Allocation — External Engine

Setting Up Security Code for Credit Card Payments

Setting Up the Print Quote Functionality

Setting Up Print Quote

Product Categories

Setting up Manual Pricing and Tax Calculation Request Options

Enabling

Running iStore Search Insert

Refreshing the Search Index

Setting Up Account Creation Requirements for Quotes

Changing Customer Name for a Quote

Setting Up Validations for Model Configurations

Parameters for Configurator session

Quoting Integration with Oracle Proposals

Setting up Web Publishing Functionality

Setting up Approvals

Setting up Approvals on the Mobile Device

Setting up Availability to Promise (ATP)

Setting up Sales Contracts

Setting Up Credit Check Functionality

Internal Credit Check

Defining Credit Check Rules

External Credit Check

Implementing User Hooks

Setting up QA Check

Setting up Quote Validations

Purging Quotes

Setting up Sales Supplement Templates

Creating Additional Attachments Document Categories

Defining Descriptive Flexfield Information

Specifying Flexfields

Notes from Opportunities

Tasks From Opportunities (Pages only)

Enabling Oracle Quoting Features with OA Personalization (Pages Only)

Using Folder Functionality to Customize Windows

Verify the Implementation

Setting Up Default Rules

Overview of Default Rules

Creating Default Rules

Changing the Predefined Dependency in Default Rules

Concurrent Programs in Default Rules

Predefined API Signature for the PL/SQL Source Type

Setting Up Web Publishing

Overview of Web Publishing

Enabling Web Publishing

Setting Up a Specialty Site

Customizing Publish Notifications

Integrating Oracle Quoting With Oracle Approvals Management

Setting Up Approvals Functionality

Integrating Oracle Quoting With Oracle Sales Contracts

Overview of Quoting and Sales Contracts Integration

Contract Terms Library Setup

Authoring Contract Terms

Validation of Contract Terms

Printing Quotes With Contract Terms

Enabling Sales Contracts Functionality

Integrating Oracle Quoting With Oracle Incentive Compensation

Overview of OIC Integration

Setting Up Sales Credit Allocation

Predefined Attributes

Setting Up Projected Commission Calculation

Integrating Oracle Quoting With Oracle Territory Manager

Overview of Territory Manager Integration

Setting Up Sales Team Assignment Functionality

Territory Qualifiers Supported by Oracle Quoting

Profiles in Oracle Quoting

Setting System Profile Options

Profile Categories

Profile Options for Enabling Quote Features

Profile Options for Functional Security

Profile Options for Order Conversion

Profile Options for Payments

Profile Options for Pricing

Profile Options for Margin Computation

Profile Options for Printing

Profile Options for Product, Quote Searches

Profile Options for Sales Credits

Profile Options for Data Security

Profile Options for Displaying Default Values

Profile Options for Debug

Profile Options for ATP

Profile Options for Credit Check

Profile Options for Customers

Profile Options for Configuring the User Interface

Additional Profiles for Quoting Setup and Integration

Oracle Pricing Profile Options for Quoting

Predefined Roles and Responsibilities

Oracle Windows Responsibilities

Oracle CRM Applications Responsibilities

Oracle Quoting UI Responsibilities

Oracle Quoting Security Scenarios

Scenario 1 — Organization Split Into Regions and Districts

Scenario 2 — Security Based on Profile Options and OA Personalization

Scenario 3 — Quote Access Security for Sales Teams

Scenario 4 — Call Center Environment

Scenario 5— Automatic Sales Team Assignment

Scenario 6— View and Modify Sales Credits

Predefined Lookup Types

Oracle Quoting Lookup Types

Predefined Attributes in Oracle Approvals Management (AME)

Commonly Used AME Predefined Attributes

Mandatory Predefined AME Attributes

Nonmandatory Predefined AME Attributes

Category Set Usage in Quoting

Overview of Category Set Usage

Category Set Usage in the Pages User Interface

Category Set Usage in the Windows User Interface

Other Category Set Usages in Quoting

Index

Oracle Quoting Implementation Guide

Contents