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Index
A
adding products to quote (Forms)
link
adding products to quote (HTML)
link
adding service products (HTML)
link
adding services to quote (Forms)
link
address and payment
HTML
link
address and payment (Forms)
link
address defaulting (HTML)
link
addresses
end customer
link link
addresses (Forms)
bill To
link
quote-to
link
ship to
link
addresses (HTML)
bill-to
link
creating
link
quote-to
link
ship-to
link
adjusting prices (Forms)
link
Price Adjustments form
link
adjustments (Forms)
manual
link
price break
link
agreements (Forms)
link
Approval
ordering document
link
approvals (Forms)
link
initiating
link
approvals (HTML)
link
initiating
link
assigning primary salesperson (Forms)
link
assigning primary salesperson (HTML)
link
using Territory Manager
link
assigning sales team (Forms)
using Territory Manager
link
assigning sales teams (HTML)
link
ATP
link
ATP (Forms)
link
attachments (Forms)
copying
link
creating
link
deleting
link
document catalog
link
attachments (HTML)
link
adding
link
Auto Account Creation (Forms)
link
Auto Account Creation (HTML)
link
automatic sales credit allocation (Forms)
link
automatic/manual tax requests (Forms)
link
availability (Forms)
link
availability (HTML)
link
B
bill to address (Forms)
link
bill-to address (HTML)
link
billing information (Forms)
entering
link
C
changing base UOM (HTML)
link
components (Forms)
deleting
link
components (HTML)
deleting
link
computing quote margins
link
configured products
attributes
link
configured products (Forms)
attributes
link
deleting components
link
duplicating
link
pricing
link
splitting lines
link
configured products (HTML)
link
deleting components
link
duplicating configurations
link
splitting lines
link
configuring a product (Forms)
link
configuring product (HTML)
link
contact (Forms)
link
contacts (HTML)
creating
link
contract templates (Forms)
adding to quote
link link
contract templates (HTML)
adding to quote
link link
contract terms (HTML)
authoring
link link
printing
link
updating
link link
validation
link
copying (Forms)
quote to information
link
copying (HTML)
quote-to information
link
copying address
link link
copying quotes (Forms)
link link
copying quotes (HTML)
link
new quote
link
new version
link
creating a quote
from a spreadsheet
link
from customer/contact
link
from opportunity
link
using a template
link
creating customers (Forms)
link
creating new versions of quotes (HTML)
link
creating quotes
link
creating quotes (Forms)
link
creating quotes (HTML)
link
creating quotes from opportunities
forms
link
creating quotes from opportunities (HTML)
link
creation of accounts (Forms)
link
creation of accounts (HTML)
link
credit checks (Forms)
link
external
link
internal
link
credit checks (HTML)
link
external
link
internal
link
credit receivers (Forms)
eligibility
link
customer and relationships (Forms)
link
customer and relationships (HTML)
link
customer data (Forms)
link
quote to
link
quote to address
link
quote-to
link
customer data (HTML)
quote-to
quote-to customer
link
quote-to (HTML)
quote-to contact
link
quote-to address
link
customer history (Forms)
modifying quotes
link
viewing
link
viewing order history (Forms)
link
customer quotes (Forms)
modifying
link
viewing
link
customer types (Forms)
link
organization
link
person
link
customer types (HTML)
link
customers (Forms)
creating
link
customers (HTML)
creating
link
D
defaulting rules
quote lines
link
quote lines (Forms)
link
descriptive flexfields (Forms)
link link
discounts (Forms)
link
non-automatic
link
discounts (HTML)
link
manual
link
do not reassign flag (Forms)
link
do not reassign flag (HTML)
link
duplicating a line (HTML)
link
duplicating configurations (Forms)
link
duplicating configurations (HTML)
link
E
end customer address (Forms)
link
end customer address (HTML)
link
existing customer
selecting
link
extended warranties (HTML)
link
external credit checks (Forms)
link
external credit checks (HTML)
link
F
flexfields (Forms)
descriptive
link link
folder functionality (Forms)
link
using
link
freezing prices (Forms)
link
pricing date
link
freezing prices (HTML)
link
pricing date
link
I
initiating approvals (Forms)
link
initiating approvals (HTML)
link
installation details (Forms)
link
interMedia (Forms)
link
interMedia (HTML)
link
internal credit checks (Forms)
link
internal credit checks (HTML)
link
L
line categories (Forms)
link
line numbers (Forms)
link
line numbers (HTML)
link
line types (Forms)
link
line-level billing (Forms)
entering
link
line-level billing (HTML)
link
entering
link
line-level shipping (Forms)
entering
link
line-level shipping (HTML)
link
entering
link
lines (HTML)
duplicating
link
linking quotes to opportunities (HTML)
link
M
manager access (Forms)
link
manager access (HTML)
link
manual adjustments (Forms)
link
discounts
link
repricing rules
link
surcharges
link
manual discounts (HTML)
link
manual pricing requests (Forms)
canceling
link
viewing details
link
mass update
link
modifying (HTML)
link
modifying service products (HTML)
service products
link
multiple products update
link
N
new quote security (Forms)
link link
new quote security (HTML)
link link
non-automatic discounts (Forms)
link
notes (Forms)
link
adding
link
attachments (Forms)
link
viewing
link
notes (HTML)
link link
adding
link
O
Oracle Approvals Management
link link
Oracle Incentive Compensation
link link
Oracle Sales Contracts
link
Oracle Territory Manager
link
order history (Forms)
viewing
link
order types (Forms)
mixed
link
order
link
orders (Forms)
viewing
link
orders (HTML)
link
P
payment information (Forms)
entering
link
payment information (HTML)
entering
link
placing orders (Forms)
link
orders
link
placing orders (HTML)
link link
price break adjustments (Forms)
link
overriding
link
price lists (Forms)
link
price lists (HTML)
link
prices (Forms)
adjusting
link
pricing
applying pricing adjustments
link
pricing (Forms)
link
adjustments
link
behavior
link
discounts
link
freezing prices
link
manual adjustments
link
price lists
link
pricing attributes
link
pricing (HTML)
link
applying promotion codes
link
behavior
link
discounts
link
freezing prices
link
manual discounts
link
price lists
link
pricing attributes
link
pricing adjustments (Forms)
link
pricing adjustments (HTML)
applying
link
pricing agreements (Forms)
link
pricing agreements (HTML)
link
pricing an product (Forms)
link
pricing attributes (Forms)
link
applying
link
pricing attributes (HTML)
applying
link
pricing configurable products (Forms)
link
pricing date (Forms)
link
pricing date (HTML)
link
pricing details (HTML)
entering
link
pricing requests
manual pricing (Forms)
link
manual pricing (HTML)
link
reset (Forms)
link
reset (HTML)
link
pricing requests
link
automatic/manual pricing requests (HTML)
link
primary salesperson (Forms)
link link
changing
link
primary salesperson (HTML)
link link
assigning
link
changing
link
printing (Forms)
link
printing (HTML)
link
quotes
link
Product Description
Changing product description for a Line
link
products
adding (HTML)
link
availability
link
related products (HTML)
link
removing (HTML)
link
trade-in (HTML)
link
products (Forms)
adding
link
availability
link
configuring
link
deleting
link
pricing
link
trade-ins
link
products: configuring (HTML)
link
projected commission (Forms)
link
viewing
link
projected commission (HTML)
link
viewing
link
promotion codes (Forms)
applying
link
promotion codes (HTML)
applying
link
Proposals
overview (Forms)
link
overview (HTML)
link
proposals
creating (Forms)
link
creating (HTML)
link
publishing (Forms)
link
quotes
link
publishing (HTML)
link
quotes
link
purging quotes
link link
Q
quote
creating
link
quote access security (Forms)
link
manager access
link
quote availability security
link
quote data security
link
quote access security (HTML)
link
manager access
link
quote availability security (HTML)
link
quote data security
link
quote availability security (Forms)
link
quote availability security (HTML)
link
quote data security (Forms)
link
quote data security (HTML)
link
quote function security (Forms)
link link
create new customers
link
price list override
link
quote status override
link
update customers
link
update sales team
link
quote function security (HTML)
link link
create new customers
link
price list override
link
quote status override
link
update customers
link
update sales team
link
quote margins
computing
link
quote number
link link
quote sales team (Forms)
adding a resource
link
quote sales team (HTML)
adding a resource
link
quote status
link
pre-defined statuses
link
rules for changes
link
understanding
link
quote status (HTML)
link
pre-defined statuses
link
understanding
link
rules for changes
link
quote statuses
link
quote statuses (HTML)
link
quote templates (HTML)
link
quote to address (Forms)
link link
entering
link
quote to customer (Forms)
link
quote to customer (HTML)
link
quote version
link
quote versions (Forms)
viewing
link
quote-to address (HTML)
link link
quote-to contact (Forms)
link
quote-to contact (HTML)
link
quotes
copying (HTML)
link
numbering
link
purging
link link
versions
link
quotes (Forms)
copying
link link
printing
link
publishing
link
viewing
link
quotes (HTML)
linking opportunities
link
printing
link
publishing
link
Quoting
overview
link
R
related products
adding (HTML)
link
removing products (HTML)
link
rules for quote status changes
link
rules for quote status changes (HTML)
link
S
sales assistance
view
link
sales contract terms (Forms)
adding sections
link
changing
link
checking for clause updates
link
creating non-standard clause from standard clause
link
creating non-standard clauses
link
deleting sections
link
deviations report
link
moving contract terms
link
removing terms
link
renumbering contract terms
link
resolving alternate clauses
link
updating clauses
link
sales contract terms (HTML)
adding sections
link
changing
link
checking for clause updates
link
creating non-standard clause from standard clause
link
creating non-standard clauses
link
deleting sections
link
deviations report
link
moving contract terms
link
removing terms
link
renumbering contract terms
link
resolving alternate clauses
link
updating clauses
link
sales contracts (Forms)
link
adding contract documents
link
deleting contract documents
link
integration
link
managing contract documents
link
order submission
link
previewing
link
printing
link
unstructured contract terms
link
validation
link
viewing contract details
link
viewing contract documents
link
sales contracts (HTML)
link
adding contract documents
link
deleting contract documents
link
integration
link
managing contract documents
link
order submission
link
previewing
link
unstructured contract terms
link
viewing contract details
link
viewing contract documents
link
sales credit (Forms)
automatic allocation
link
removing a receiver
link
sales credit allocation (Forms)
link
sales credit allocation engine (HTML)
link
sales credit allocations (HTML)
link
automatic
link
manual
link
sales credit receivers (HTML)
eligibility
link
sales credits (Forms)
link
allocating manually
link
viewing
link
sales credits (HTML)
link
allocating
link
sales supplement (HTML)
entering
link
sales team assignments (Forms)
link
sales team assignments (HTML)
link
saved views (HTML)
link
searching
address
link
contacts
link
customers
link
HTML
link
interMedia (HTML)
link
saved views (HTML)
link
searching (Forms)
link
advanced
link
customers
link
organization
link
interMedia
link
query method
link
quotes
link
basic search
link
searching for an organization (Forms)
link
searching for customers (Forms)
link
searching for quotes (Forms)
link
advanced
link
basic
link
searching for quotes (HTML)
link
security (Forms)
link
new quote security
link link
primary salesperson
link
quote access security
link
quote availability security
link
quote data security
link
quote function security
link link
security (HTML)
link
new quote security
link link
primary salesperson
link
quote access security
link
quote availability security
link
quote data security
link
quote function security
link link
service products
adding (HTML)
link
service products (Forms)
link
adding to quote
link
services (Forms)
adding
link
ship to address (Forms)
link
ship-to address (HTML)
link
shipping and billing (HTML)
entering
link
shipping information (Forms)
entering
link
splitting lines (Forms)
link
configured
link
splitting lines (HTML)
link
configured products
link
T
tasks (HTML)
link
tax details (Forms)
entering
link
viewing
link
tax handling (Forms)
link
entering information
link
templates (HTML)
link
creating
link
modifying
link
terms substitution (Forms)
link
terms substitution (HTML)
link
Territory Manager
link link
trade-in products (HTML)
link
adding
link
view relationships
link
trade-ins (Forms)
link
line categories
link
line types (Forms)
link
U
understanding
quote status
link
unpublishing (Forms)
quotes
link
unpublishing (HTML)
quotes
link
UOM (HTML)
changing
link
Update
prior quote version
link
updating
line
link
updating (HTML)
multiple products
link
V
Validating Quotes
link
Canceling validation
link
Initiating validation
link
versions (HTML)
creating
link
view
sales assistance
link
viewing
attributes
link
viewing (Forms)
attributes
link
viewing quote versions (Forms)
link
W
warehouse
selecting (Forms)
link
warehouse (Forms)
link
warranties (HTML)
link
web publishing (Forms)
link
web publishing (HTML)
link