Create a Quotes Menu

You create a new Quotes menu to display Oracle E-Business Suite quotes in Oracle CX Sales, then a new responsibility to allow the new menu to be displayed. Use the following tasks to create a Quotes menu.

Creating the Quotes Menu

You create a quotes menu for the integration by copying the existing Quoting User menu.

1. Log into Oracle E-Business Suite as system administrator.

2. Navigate to Function Developer, Core Services, and then Menus.

3. Search for the menu code QOT_QUOTE_ROOT.

   This is the menu code for the Quoting User menu.

4. Click Duplicate.

5. Fill in the fields listed in the following table, and then click Apply.

   Field	Value
   Name	QOT_QUOTE_ROOT_INT
   Code	QOT_QUOTE_ROOT_INT
   Description	Quote Root Menu for integration

6. Click Add Another Row.

7. Add the function displayed in the following table, and then click Apply.

   Field	Value
   Function Name	Quote List
   Function Code	QOT_OAUI_QUOTE_LIST

8. Make sure that the function QOT_OAUI_QUOTE_LIST is not on the menu QOT_OAUI_OTHER_MENU by doing the following:

   1. In Menus, search for QOT_OAUI_OTHER_MENU.

   2. If the Quote List function, with code QOT_OAUI_QUOTE_LIST, appears on the list, then remove it.

Creating the Integration Responsibility

Next, you create a responsibility for using the QOT_QUOTE_ROOT_INT menu. The responsibility must be added to all Oracle CX Sales users who will use the Oracle E-Business Suite quoting functionality.

To create the integration responsibility for the menu, do the following:

1. Click Navigator, System Administrator, Security, Responsibility, and then Define.

   The form-based Oracle Applications UI appears, with the Responsibilities form active.

2. Click New.

3. Populate the fields with the values from the following table, and then click Save.

   Field	Value
   Responsibility Name	Integration Responsibility
   Application	Quoting
   Responsibility Key	FND_QUOTE_INT
   Description	Quoting responsibility for integration
   Data Group Name	Standard
   Data Group Application	Quoting
   Menu	QOT_QUOTE_ROOT_INT

Adding the Integration Responsibility to a User

Finally, you add the new responsibility to an existing user. This user will use the responsibility when launching the Quoting application from Oracle CX Sales.

To add the integration responsibility to an existing user do the following:

1. In the Navigator - System Administrator window, click the Functions tab.

2. In the Top Ten List, click Users.

3. In the Users form, click Find.

4. In the Users dialog box, search for the menu user, for example, LJONES, then click OK.

5. In the Users form, click the Direct Responsibilities tab, and then scroll to the end of the list.

6. Click New.

   A new row appears in the Direct Responsibilities area.

7. Click the ellipsis in the new row.

   The Responsibilities dialog appears.

8. Search for Integration Responsibility, and then click OK.

   After logging out, and then logging back in as the menu user, you will see Integration Responsibility in the main menu.