This chapter covers the following topics:
Oracle Quoting uses the Oracle Approvals Management (AME) engine to define rules governing situations requiring approval. Within AME, a situation or rule requiring approval is defined using Attributes, Conditions, and Action Type. Each application integrating with AME must seed the desired Attributes. Attributes are used to define Conditions, and the Action Type determines the contents and hierarchy of the approvers. One or more Conditions and an Action Type constitute a Rule.
Note: If approval rules are not defined, the user can self approve the quote. Instead of submitting the quote for approval, the user can click the Approve Quote button and the quote is approved.
When you initiate an approval, you can view the list of approvers and rules applicable to the quote, if any.
Prerequisites
The Approvals subtab must be enabled using OA Personalization.
The primary version of the quote must be used.
There is a transition defined from the current quote status to Approval Pending.
The Pricing and Tax status must be Complete.
The user must have update access to the quote.
The quote must not be in Order Submitted status.
The quote must not be submitted for batch pricing.
To initiate an approval, select Approvals from the Actions LOV.
Notes
You can choose to skip approvers if the profile ASO: Allow Skip Approvers is set to Yes.
Successful approval submission is confirmed in a pop-up window. The quote is then Read-only and is in Approval Pending status.
The profile ASO: Enable Approvals must be set to Yes at the appropriate level.
To view approval details, select Approvals from the Actions LOV.
Notes
The Approvals form displays details about the approval process, including the approval status.
The quote accessed from the approval notification is read-only.
You can cancel the approval process mid-way if required.
Prerequisites
The quote is in Approval Pending 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 pricing.
Once an approval is initiated, it is passed on to the next approver. Each approver in the hierarchy receives notification that the quote is ready for approval when it is their turn to approve.
Note: Quote approvers can use the Approvals for EBS app on the mobile device for quote approvals on the mobile device. For more information, see Oracle EBS Mobile Apps Administrator's Guide.
Prerequisites
The profile ASO: Enable Approvals must be set to Yes at the appropriate level.
You must have access to the operating unit in which the quote is created. If not, you cannot approve the quote.
To approve a quote, navigate to Self Service Applications > Workflow Administrator Web Applications > Worklist
Notes
Click Here For Quote Details
If you are logged into Oracle Sales or the Oracle Quoting - HTML UI, the Update Quote page opens. If not, the JTF login page opens and you must log in to access the quote.
ASO: Enable Approvals must be set to Yes at the appropriate level.
To reject an approval, navigate to Self Service Applications > Workflow Administrator Web Applications > Worklist
Note: Quote approvers can use the Approvals for EBS app on the mobile device for quote approvals on the mobile device. For more information, see Oracle EBS Mobile Apps Administrator's Guide.