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Oracle Order Management Quotes

Oracle offers functionality for quotes and negotiations in Oracle Order Management. This includes workflows for negotiating, approving internally or by the customer, and converting approved quotes to sales orders. Key aspects of the quotes process include setup of transaction types, defaulting rules, and profiles. Quotes can be created and negotiated, then approved, lost, or accepted before becoming a sales order. Order Management uses the same form for quotes and orders, with the transaction phase field determining the type and relevant fields. The transaction phase is defaulted based on setup in the profile, transaction type, and defaulting rule.

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224 views

Oracle Order Management Quotes

Oracle offers functionality for quotes and negotiations in Oracle Order Management. This includes workflows for negotiating, approving internally or by the customer, and converting approved quotes to sales orders. Key aspects of the quotes process include setup of transaction types, defaulting rules, and profiles. Quotes can be created and negotiated, then approved, lost, or accepted before becoming a sales order. Order Management uses the same form for quotes and orders, with the transaction phase field determining the type and relevant fields. The transaction phase is defaulted based on setup in the profile, transaction type, and defaulting rule.

Uploaded by

soiree
Copyright
© © All Rights Reserved
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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W E D N E S D A Y, M A Y 6 , 2 0 0 9

Oracle Order Management Quotes


In this blog I will explain in brief about Quotes Functionality Offered by Oracle
Order Management Suite. Topics that I will cover here are
1. Setup
2. Defaulting Rule & Generation of Defaulting Rule (When Required).
3. Profile setup.
4. Transaction Type.
Data Flow from Quotes to OM Order.

Oracle Quotes offers limited capability to create Quotes and Progress it through
the Negotiation phase and finally creates Sales Order.In case your Organization
has complex / advance quoting needs you should Implement Oracle Sales
Quoting.
One of advantage of Sales Quoting is that it enhance user experience , since it is
part of OM , it retrieve all the relevant information from the Order management
and once created and approved it creates Sales Order without much input from
user.
In Oracle OM Quotes, Oracle has provided Negotiation , Customer Acceptance
and Sale Order creation feature.
Following are features introduced in Oracle Quotes
1.Seeded Work flow ( Oracle has Introduced 2 worklfows ).
Workflow has introduced for the Order Header Type Only (OENH) , there is no
Workflow for the Quote Lines.

Negotiation Flow - Generic - It Support Negotation , Customer Acceptance


and Conversion of negotation into Sales Order
Negotiation Flow - Generic with Approval - It Supports Negotation ,
Internal Approval , Customer Acceptance and finally conversion into Sales
Order.

With these workflow customer has flexibility to customized their Quotes process
by adding or removing Functions.
2.Quote Exipiration Date - Every Quote has expiration date , once expiration
date reached , Quotw will be expired and Quote Headre workflow is eligible for
Purge.
SETUP
1.Transaction Type Setup

2.Defaulting Rule Setup - This Defaulting Setup is required to populate the


Transaction phase = "Negotation" in Order Header Form.Common Mistake in
these area are (User forgot to generate the defaulting Rule after enabling this
Rule).

3.Profile Setup - this is Not a required setup , unless their is business


requirement .We can leave this as blank.

4.Transaction Types - Oracle has introduce folloing New transaction types for
Quotes
Draft
Pending Internal Approval
Approved
Lost
Pending Customer Approval
Accepted
Data Flow for OM Quotes
Create Quote - User Interface Similare to OM.When you save Quote , Quote

status will be "Draft" and it indicate the negotation Phase.

Enter line details for quote , there will be no Line level workflow
associated with Quote lines.

Quote Header Workflow is in Submit Draft Eligible Notified Status.

Once the negotation Process is complete , Progress the Quote header from
the Negotation Phase

Quote status will be now "Pending Customer Approval".

Once receive confirmation from customer regarding Approval /rejection ,


approve or reject the quote.

Once Quote is Approve , It automatically converted in Sales order . System will


Automatically Assign the Order Header level and line level workflow to Sales
Order and Lines.
Order Header Workflow will be at "BOOK - ELIGIBLE" Notified and
Order Line Workflow will be at "Wait for Booking" Notified

T U E S D A Y, N O V E M B E R 2 7 , 2 0 0 7

Order Management - How To Setup Quote Entry?

Order Management uses the same form (OEXOEORD) to allow entry of


'Quotations' and 'Sales Orders', the fields available to quote (Quote Name,
Quote Date) will be 'Enabled' under certain setup as mentioned below.
When the quote form is opened, (Navigation > OM Superuser > Negotiation >
Quote),
the 'Transaction Phase' field decides if the form is used to enter quote or a
sales order. It defaults values as 'Negotiation' for 'Quote Entry' or 'Fulfillment'
for 'Sales Order Entry.
The profile OM: Default Sales Transaction Phase and the 'Default Transaction
Phase' on the quote type setup decide the defaulting of the 'Transaction Phase'.
Follow the steps below to setup these values to have appropriate defaulting.
1.Remove the value (if any) from the profile "OM: Default Sales Transaction
Phase" .
2. Assign a "Fulfillment" value in 'Default Transaction Phase' in 'Transaction Type
Setup Form' for those Order Types for Sales Order.
3. Assign a "Negotiation" value in 'Default Transaction Phase' in 'Transaction Type
Setup Form' for those Order Types for Quotes.
4. Submit Defaulting Generator against "Order Header" Entity (Do not specify
attribute value).
Then the defaulting behavior will be :
(I) When entering sales order form first time, it will default to fulfillment
as transaction phase code.
(II) Then user choose a customer name/number , check if order type gets
changed/ re-defaulted Transaction phase code will get re-defaulted according
to defaulting rule.
Defaulting rule will find a value from the 'Default Transaction Phase' field in
transaction type form for this order type.

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