This chapter covers the following topics:
In Oracle Quoting, you can copy existing quotes to create new quotes. You can copy quotes for the same or to a different customer.
You can copy attributes of quote header and quote line for same or different customer.
You can copy a quote to make a new quote or make a new version of an existing quote. When a quote is copied, some information is carried over to the new quote.
Note: If the profile option ASO: Enable Item Orderability is set to Yes, the application verifies the item orderability rules when you copy a quote to a different customer or account number. If the products in the quote line are not orderable, you cannot create a copy of the quote.
Table Copy Quote Behavior details the information that is moved to the new quote or new version.
Copy to New Quote | Copy to New Version (HTML UI only) | |
---|---|---|
Quote | Yes | Yes |
Quote Number | No | Yes |
Version Number | No | No |
Opportunity | No | Yes |
Contract Template | Yes | Yes |
Contract Clauses and User Variables | Yes | Yes |
Contract Acceptance details | No | No |
Contract Attachments (Supporting Document and Contract category documents) | Yes | Yes |
Contracts Deviation Abstract | Yes | Yes |
Expiration Date | No | Yes |
Status | No | No |
Published Flag | No | No |
Sales Channel | Yes | Yes |
Campaign | Yes | Yes |
Primary Salesperson | Yes | Yes |
Primary Sales Group | Yes | Yes |
Order Number | No | No |
Customer (party and account) | Yes | Yes |
Contact | Yes | Yes |
Quote-To Address | Yes | Yes |
Ship-To Customer (Party and Account)/Contact/Address at Header Level and Line Level | Yes | Yes |
Shipping Method, Shipping Instructions, Packing Instructions, Requested Delivery Date at Header and Line Level | Yes | Yes |
Bill-To Customer (Party and Account)/Contact/Address at Header Level and Line Level | Yes | Yes |
Payment Terms at Header and Line Level | Yes | Yes |
Payment and Tax Information at Header and Line Level | Yes | Yes |
Regular Products, Configured Products, Services and their reference source, Quantity, and UOM | Yes | Yes |
Manual Price Adjustments | Yes | Yes |
Automatic Price Adjustments | Yes | Yes |
Currency at Header Level | Yes | Yes |
Price List at Header Level and Line Level | Yes | Yes |
Pricing Agreement at Header Level | Yes | Yes |
Promotion Codes at Header and line Level | Yes | Yes |
Line Types | Yes | Yes |
Line Category Code | Yes | Yes |
Order Type | Yes | Yes |
Sales Credits at Header and Line Levels | Yes | Yes |
Attachments | No | Yes |
Notes | No | Yes |
Tasks | No | Yes |
Descriptive Flexfields at the Header and Line Level | Yes | Yes |
Sales Team | No (if ASO: Automatic Sales Team is set to None) Yes (if ASO: Automatic Sales Team is set to Full or Partial) |
Yes, irrespective of the settings in the profile |
Approval History | No | Yes |
Sales Supplement | No | Yes |
Pricing Updated On | No | No |
Pricing Status | See Table- Behavior of Quote Pricing Flags when a Quote is Copied | See Table- Behavior of Quote Pricing Flags when a Quote is Versioned |
Tax Updated On | No | No |
Tax Status | No | No |
Assistance Requested | No | Yes |
Assistance Reason Code | No | Yes |
Source Quote - Current State | Source Quote - State after Copy | Destination Quote - State after Copy |
---|---|---|
Automatic Price Flags - Incomplete or Complete with a price affecting change pending | Complete | Complete |
Automatic Price Flags - Complete indicator | Complete | Complete |
Automatic Price Flags - Incomplete while the quote is submitted for batch processing | Incomplete | Complete |
Manual Price Flags - Incomplete or Complete with a price affecting change pending | Incomplete | Incomplete |
Manual Price Flags - Complete | Complete | Incomplete |
Manual Price Flag - Incomplete while the quote is submitted for batch processing | Incomplete | Incomplete |
Source Quote - Current State | Source Quote - State after Copy | Destination Quote - State after Copy |
---|---|---|
Automatic Price Flags - Incomplete or Complete with a price affecting change pending | Complete | Complete |
Automatic Price Flags - Complete indicator | Complete | Complete |
Manual Price Flags - Incomplete or Complete with a price affecting change pending | Incomplete | Incomplete |
Manual Price Flags - Complete | Complete | Incomplete |