This chapter covers the following topics:
In Oracle Quoting, you can create quote templates that specify products and quantities, thus automating recurrent quote content. For configured products, add a product to your template, launch Configurator and save the resulting configuration in the template. You can also add service products to templates.
See also:
Log in to Self Service Applications with the Quoting Sales Manager responsibility and select the Template Administrator menu.
Notes
While creating a template, you must select the operating unit for it. Only users having access to the operating unit can use the template. The operating unit cannot be changed once the template is created.
You can add model items to the template and configure them.
You can create a template from a quote enabling the quote to be reused.
Steps to create a template from a quote:
Access the quote from which you want to create the template.
From the Actions LOV select Create Template and click Go.
Enter the required details on the Update Template page.
If changing the quantity of a model product, the quantity of all the components will be updated to match the model product's quantity. If changing the quantity of a component, the top level model product and all other components will be updated to match the quantity.
Note: The quantities of the model and components will be synchronized but will not necessarily be equal.
The quote must not be in a read-only status.
The primary version of the quote must be used.
The user must have update access to the quote.
The quote must not be submitted for batch processing.
Quote templates must be set up. Set a value for the ASO: Filter Quote Template By profile option to determine the operating unit to be used when creating, updating, and applying a template.
Field Behavior
Select Add Product from the lines section of the quote.
Source From the LOV, select Quote Template.
Search and select the template to add products from it to the quote.
If the profile option ASO: Enable Item Orderability is set to Yes, only products that are orderable can be added to a quote. The application verifies if the products added are orderable and removes the products that are not orderable from the quote.
Note: You can also select templates to add to a quote while creating it. See Creating a Quote for more details.