This chapter covers the following topics:
In Oracle Quoting you can copy existing quotes to create new quotes or copy a quote to a new version.
The table below lists the information copied to a new quote and to a new version.
| Copy to New Quote | Copy to New Version (Forms only) | |
|---|---|---|
| Quote | Yes | Yes |
| Quote Number | No | Yes |
| Version Number | No | No |
| Opportunity | No | Yes |
| Contract Template | Yes | Yes |
| Contract Clauses and User Variables | No | 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 | No (if ASO: Automatic Sales Team is set to None) Yes (if ASO: Automatic Sales Team is set to Full or Partial) |
Yes |
| Primary Sales Group | No (if ASO: Automatic Sales Team is set to None) Yes (if ASO: Automatic Sales Team is set to Full or Partial) |
Yes |
| Order Number | No | N/A |
| Quote To Customer (party and account) | Yes | Yes |
| Quote To 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 Levels | Yes | Yes |
| Payment and Tax Information at Header and Line Level | Yes | Yes |
| Regular Items, Configured Items, Service Items 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 | User Choice | Yes |
| Notes | User Choice | User Choice |
| 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 |
| Approval History | No | No |
| Sales Supplement | No | No |
| Pricing Updated On | No | No |
| Pricing Status | No | No |
| Tax Updated On | No | No |
| Tax Status | No | No |
| Automatic Pricing flag | See Table Behavior of Quote Pricing Flags when a Quote is Copied | See Table Behavior of Quote Pricing Flags when a Quote is Versioned |
| Automatic Tax flag | See Table Behavior of Quote Pricing Flags when a Quote is Copied | See Table Behavior of Quote Pricing Flags when a Quote is Versioned |
| Assistance Requested | 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 |
You can copy the following quote information:
Quote Header — Header information only
Lines — Header information as well as line item, billing and shipping addresses, and payment information
Notes — Header information and all notes associated with a quote
Attachments — Header information and all attachments associated with a quote
All Quote Info — Includes header information, line information, notes and attachments
For example, you can use Copy From: Quote Header if you need to create another quote for the customer whose quote is currently displayed in the Oracle Quoting form. Copy From: All Quote Info could be useful if you want to create two copies of the same quote with an item difference.
Prerequisites
The original quote must be displayed in the Oracle Quoting form.
To copy a quote, select Copy Quote from the Actions LOV.
Notes
New quote: This option copies the quote information you selected into a new quote. If the profile option ASO: Automatic Numbering is set to No, you must enter a quote number in the New Quote Number field. This field is disabled if ASO: Automatic Numbering is set to Yes.
Version: This option copies the quote information you selected into a new version of the existing quote. You cannot create a new version of a quote if the status of the current quote is in Approval Pending or Order Submitted status.