Quote Creation in Oracle E-Business Suite

This process lets you synchronize quote data with Oracle E-Business Suite.

After the customer record is created in Oracle CX Sales and synchronized with Oracle E-Business Suite, the Oracle E-Business Suite quote UI can be accessed. The quote UI is embedded within a tab in the Opportunity Detail screen in Oracle CX Sales.

This embedded quote UI allows the user to take advantage of Oracle E-Business Suite directly in Oracle CX Sales. The quotes, orders, products, pricing, and configuration details are captured in Oracle E-Business Suite. The process also maps revenue line items in opportunity records in Oracle CX Sales to quote line items in Oracle E-Business Suite.

Detailed Quote Creation Process

The following describes the seven-step quote creation process.

The following figure displays the seven-step quote creation sequence.

When a salesperson clicks Create Quote on an Opportunity page in Oracle CX Sales:

1. The process returns the Account object in Oracle CX Sales, and determines the synchronization status.

2. If the customer is synchronized, then the process reads the remote contact identification from the XREF object. If the customer is not synchronized, then an error is returned.

3. If the remote contact identification is not found, then the contact synchronization process is executed.

4. The quote creation process collects opportunity details such as revenue line items from the Opportunity Revenue object.

5. The quote creation process attempts to map all of the revenue lines in the opportunity record to Oracle E-Business Suite products.

6. The quote creation process calls the Create_Quote method in the Quote Service web service in Oracle E-Business Suite, which returns the quote number.

7. The quote creation status, which includes the quote number, is updated in the opportunity. This status does not persist with the opportunity.