Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering >

Processing a Quote Through the Order-to-Cash Process Integration Pack

This procedure describes quote functionality that is specific to the Order-to-Cash PIP. For more information about processing quotes, see the chapter on working with quotes in Siebel Order Management Guide.

NOTE:  This functionality is active if the Order-to-Cash PIP is enabled by the Enable AIA OrderToCash system preference being set to TRUE. For more information about the Enable AIA OrderToCash system preference, see the overview chapter in the Siebel Communications Guide.

To process a quote through the Order-to-Cash PIP, follow this procedure.

To process a quote through the Order-to-Cash PIP

1. Follow the steps for creating a quote and adding line items, as described in the chapter on creating a quote or sales order in Siebel Order Management Guide.
2. To customize a quote, in the Line Items view, select a quote line item and click Customize.

   If the Enable AIA OrderToCash PIP is enabled, then either Oracle's Siebel Configurator or Oracle® Configurator is launched, depending on the origin of the product.

   • If the product was synchronized from Oracle® E-Business Suite, then Oracle Configurator is launched.
   • If the product was created in Siebel CRM, then Siebel Configurator is launched.

     A configuration screen appears in a separate window.

3. Enter and save your configurations.

   Siebel CRM redisplays the Quote screen, where you can continue entering details of the quote.

4. When finished entering the quote, click Submit.

   Siebel CRM sends the quote to the external application for processing by way of Oracle Application Integration Architecture. When the external application finishes processing the quote, the integration updates the quote record in Siebel CRM.