BR.

100 Oracle Quoting Application setup

Author: Creation Date: Last Updated: Document Ref: Version: Copy No: 1.00 1 21 August 2011 7 February 2013

DOCUMENT CONTROL
CHANGE RECORD
Date 21 August 2011 Author Version Draft Change Reference No previous document

REVIEWERS
Name Position

APPROVERS
Name Position Signature

DISTRIBUTION
Copy No Name Location

Note to Holders: If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purpose. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.

Contents 1 2 3 4 5 6 7 8 9 ASO: Define Quote Statuses .............................................................................. 5 Setting System Profile Options .......................................................................... 11 Enabling the Cache for Oracle Quoting (HTML) ................................................ 16 Assigning a Seeded Oracle Quoting Responsibility to a User ........................... 16 Quoting Modifying Seeded Lookup Types ...................................................... 17 Setting up the Default Expiration Date ............................................................... 19 Setting up Overrideable Modifiers...................................................................... 20 Multi-Currency Price Lists .................................................................................. 21 Promotional Goods ............................................................................................ 22

10 Displaying Sidebar Menu Options (HTML) ........................................................ 22 11 Customizing the Lines Pages (HTML) ............................................................... 22 12 Disabling Action Menus and Buttons (HTML) .................................................... 23 13 Customizing the Overview Page (HTML) ........................................................... 23 14 Setting Up Branding (HTML UI) ......................................................................... 23 15 Setting up Security............................................................................................. 24 15.1 15.2 15.3 15.4 15.5 Setting up Security Profile Options .......................................................... 24 Creating a Resource ................................................................................ 25 Setting Up Resources .............................................................................. 26 Setting up a Group ................................................................................... 27 Verify Group Setup .................................................................................. 28

16 Setting Up Sales Team Assignment and Sales Credit Allocation ...................... 29 17 Automatic Sales Credit Allocation External Engine ....................................... 29 18 Setting Up the Print Quote Functionality ............................................................ 30 18.1 Setting Up Print Quote for Oracle Reports Server ................................... 30

19 Setting up Manual Pricing and Tax Calculation Request Options ...................... 31 20 Enabling interMedia Search ............................................................................... 32 21 Setting Up Account Creation Requirements for Quotes ..................................... 32 22 Setting up Proposals Integration ........................................................................ 33 23 Setting up Web Publishing Functionality ............................................................ 33 24 Setting up Approvals.......................................................................................... 34 25 Setting up Sales Contracts ................................................................................ 34 26 Setting Up Credit Check Functionality ............................................................... 35 3

27 Implementing User Hooks ................................................................................. 36 28 Setting up Sales Supplement Templates ........................................................... 36 29 Creating Additional Attachments Document Categories .................................... 45 30 Defining Descriptive Flexfield Information .......................................................... 46 31 Notes from Opportunities ................................................................................... 49 32 Verify the Implementation .................................................................................. 49

1 ASO: Define Quote Statuses

Oracle Quoting > Setup > Quote Status> Quote Status Setup window
Form Name

Quote Status Setup

Business Area: Date:

Bites Connect Process: <Process Name>

Control Number:

<Business Area>
Priority (H, M, L):

21 August 2011
Process Owner:

<Control Number>

<Priority (H, M, L)>

<Process Owner>

Description: You can use this form to setup quote statuses and their allowed status transitions.
Name ACCEPTED APPROVAL PENDING BID DRAFT INACTIVE Status Name Accepted Approval Pending Bid Draft Inactive Status Description Accepted Approval is pending Bid Draft Inactive x x x Update Allowed x Auto -Version x Enabled x x x x x

Name

Status Name

Status Description

Update Allowed

Auto -Version

Enabled

tab

- Accepted - Allowed Transition to Status

Status Name Status Description Transmitted By User User User Lost Order is submitted Problem Reviewed User Application User User Enabled

Code

BID DRAFT INACTIVE LOST ORDER SUBMITTED PROBLEM REVIEWED

Bid Drafted Inactive Lost Order Submitted Problem Reviewed

Bid Drafted

X X X X X X X

tab

Approval Pending Transition to Status

Status Name Status Description Transitioned By Application Application Application Enabled

Code

APPROVAL CANCELED APPROVAL REJECTED APPROVED

Approval Canceled Approval Rejected Approved

Approval is Canceled Approval is Rejected Approved

X X X

Code

Status Name

Status Description

Transitioned By Application

Enabled

CONTRACT REQUIRED

Contract Required

Contract is Required

tab

Bid Allowed Transition Status

Code

Status Name

Status Description

Transitioned By User User User User Application User User

Enabled

ACCEPTED DRAFT INACTIVE LOST ORDER SUBMITTED PROBLEM REVIEWED

Accepted Drafted Inactive Lost Order Submitted Problem Reviewed

Accepted Drafted Inactive Lost Order is submitted Problem Reviewed

X X X X X X X

tab

Draft - Allowed Transition to Status

Status Name Status Description Transitioned By User Application User Enabled

Code

ACCEPTED Approval Pending BID

Accepted Approval Pending Bid

Accepted Approval is pending Bid

X X X

Code

Status Name

Status Description

Transitioned By Application User User Application User User

Enabled

CONTRACT PENDING INACTIVE LOST ORDER SUBMITTED PROBLEM REVIEWED

Contract Pending Inactive Lost Order Submitted Problem Reviewed

Contract is Pending Inactive Lost Order is submitted Problem Reviewed

X X X X X X

tab

Inactive - Allowed Transition to Status

Code

Status Name

Status Description

Transitioned By User User User User Application User User

Enabled

ACCEPTED BID DRAFT LOST ORDER SUBMITTED PROBLEM REVIEWED

Accepted Bid Draft Lost Order Submitted Problem Reviewed

Accepted Bid Draft Lost Order is submitted Problem Reviewed

X X X X X X X

Seeded Quote Statuses

Code
ACCEPTED

Name
Accepted

Description
Accepted

Update Allowed
*

Auto Version
*

Enabled
BID

Allowed Transition to Status(Enabled)

DRAFT INACTIVE LOST ORDER SUBMITTED

APPROVAL CANCELED

Approval Cancelled

Approval is cancelled

APPROVAL PENDING DRAFT

APPROVAL PENDING

Approval Pending

Approval is pending

APPROVAL CANCELED APPROVAL REJECTED APPROVED

APPROVAL REJECTED

Approval Rejected

Approval is rejected

APPROVAL PENDING DRAFT

APPROVED

Approved

Approved

DRAFT ORDER SUBMITTED

BID

Bid

Bid

ACCEPTED DRAFT INACTIVE LOST PROBLEM REVIEWED

CONTRACT CANCELED CONTRACT PENDING CONTRACT REQUIRED DRAFT

Contract Cancelled Contract Pending Contract Required Draft

Contract is cancelled Contract is pending Contract is required Draft * * APPROVAL PENDING INACTIVE LOST

SALES OFFLINE ERROR ENTERED INACTIVE Entered Inactive Entered Inactive * DRAFT LOST LOST ORDER SUB APPR Lost Order Submission Approved Order Submission Pending Lost Order Submission Approved Order Submission Pending * * * * * DRAFT DRAFT ORDER SUBMITTED ORDER SUB PEND * * APPROVAL PENDING DRAFT ORDER SUB APPR ORDER SUBMITTED ORDERED PROBLEM REVIEWED SALES OFFLINE ERROR STORE DRAFT Order Submitted Ordered Problem Reviewed Sales Offline Error Store Draft Order is submitted Ordered Problem Reviewed Sales offline error Store Draft * * * * * * * DRAFT DRAFT INACTIVE ORDER SUBMITTED *

10

2 Setting System Profile Options

For multi-org applications, it is required that all org-striped profile options are set at either the responsibility or user level. System Administrator>Setup>Profile Options
Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Use this form to define profile options to specify certain implementation parameters, processing options, and system options at the Site level, Application level or at the Responsibility level. Define User Profile Options in Order Management (see below). Note: An O in a row means optional at that level
Profile Option Name ASO : ATP Default Customer Responsibility BDS iProc Own Use Customer Org User

ASO : ATP Default Ship To Site ASO : ATP Use Sourcing Rule ASO : Allow Quantity Updates for Component Item ASO : Allow Quantity Updates for Top Level Model Item ASO : Allow Skip Approvers

Isando First Line Isando Yes Yes Yes No

11

ASO : Auto Account Creation ASO : Automatic Numbering ASO : Automatic Sales Credit Allocation ASO : Automatic Sales Team Assignment ASO : Calculate Price ASO : Calculate Projected Commission ASO : Calculate Tax ASO : Category Set ASO : Company Report Logo ASO : Configurator URL http://asterix2.bds.bdsol.co.za:8000/c onfigurator/oracle.apps.cz.servlet.UiS ervlet No No No Africa Operations Rand Organization Order Organizer: View Quoting Calendar (01 Mar - 28/28 Feb) 90 Yes None None Automatic Yes Automatic Sales and Marketing

ASO : Create Customer Account ASO : Create New Customer ASO : Credit Card Authorization ASO : Credit Check Rule ASO : Default Currency Code ASO : Default Customer Type ASO : Default E-Business Order Screen ASO : Default E-Business Quote screen ASO : Default Expiration GL Calendar ASO : Default Expiration GL Period Type

12

ASO : Default Header Level Sales Supplement Template ASO : Default IB Search Results ASO : Default Install Base Relationship ASO : Default Line Level Sales Supplement Template ASO : Default Order State ASO : Default Order Type ASO : Default Ordered Quantity in OC UI ASO : Default Quote Status ASO : Default Return Reason ASO : Default Sales Channel ASO : Default Sales Group ASO : Default Sales Role ASO : Default Salesrep ASO : Default Ship From Org ASO : Discounting Privilege ASO : Display Installed Base Attributes ASO : Enable ASO Debug ASO : Enable Approvals ASO : Enable Batch Processing ASO : Enable Credit Check ASO : Enable InterMedia Search ASO : Enable Line Level Billing Yes Yes Yes No Yes Isando Full Yes 1 Draft No Reason Entered Direct Booked All Instances Component Of

13

ASO : Enable Line Type ASO : Enable Manual Warehouse Selection ASO : Enable OSO Integration ASO : Enable Promotional Good Price Override ASO : Enable Sales Supplement ASO : Enable Security Check ASO : Enable Submit Button ASO : Enable TCA Changes ASO : Enable Web Publishing ASO : Filter Product Search By Web Attributes ASO : GSA Pricing ASO : Manage Quote Templates ASO : Manager Role Access ASO : Modify Sales Credits ASO : New Quote Security ASO : OM Access ASO : OM Defaulting ASO : Order Feedback Queue Retention Time ASO : Price List Override ASO : Print Quote Reports Directory ASO : Print Quote Show Attachments ASO : Quote Conversion Type ASO : Quote Duration ASO : Receipt Method ASO : Require Group

Yes Yes Yes Yes Yes No Yes Yes Yes

Warning No Inherit Yes

Yes

Yes

Yes Africa 30

Yes

14

ASO : Require Minus Sign For Manual Discount ASO : Require Service Reference on Add to Quote ASO : Reservation Level ASO : Run Sales Credit Update for Quote Lines ASO : Security Enable from API ASO : Show Line Level Tax Details ASO : Status Override ASO : Update Customer ASO : Update Sales Team ASO : Use Network Container ASO : Validate Salesrep ASO : View Sales Credits ASO: Create New Shipping/Billing Customer ASO: Default Contract Template ASO: Default Layout Template ASO: Disable HTML UI SideBar Menu ASO: Display Header Flexfields with Quote Header in HTML UI ASO: Enforce Account Relationships ASO: Max Number of IB Search Results ASO: Max Number of Results ASO: Print Quote Method ASO: View Customers Without Accounts

Yes Yes

No No Yes No Yes Yes

Yes Yes No

Quote Printing

Yes No

XML Publisher No

15

Enabling the Cache for Oracle Quoting (HTML)

Not applicable

4 Assigning a Seeded Oracle Quoting Responsibility to a User

System Administrator >Application >Menu

Form Name

Segments
Business Area: Date:

BCN Process: Order Management and Shipping

Control Number:

<Business Area>
Priority (H, M, L):

16 August 2011
Process Owner:

<Control Number>

<Priority (H, M, L)>

Wynand van Eeden

Description: Use this form to define customised responsibilities. Before you setup responsibilities, create new menus

16

Menu

OC Sales Agent Quoting Reports OC Sales Agent OC Sales Manager Standard

User Menu Name

Menu Type

Description

Quoting Inquiry Quoting Reports Quoting Sales Agent Quoting Sales Manager

5 Quoting Modifying Seeded Lookup Types

Quoting Sales Manager: Setups > Quickcodes

Form Name

Application Object Library Lookups

Business Area: Date:

<Customer Short Name> Process: <Process Name>

Control Number:

<Business Area>
Priority (H, M, L):

<Date>
Process Owner:

<Control Number>

<Priority (H, M, L)>

<Process Owner>

Description: Use this form to define escalation levels.

Type User Name

ASO_ORDER_FEEDBACK_CRM_APPS

17

Application Description

Oracle Order Capture

Access Level
User Extensible System

Code OZF OKS

Meaning Funds & Budget OKS

Description Funds & Budget OKS

Tag

Effective Date From 26-JUN-2000 26-JUN-2000

Effective Date To

Enabled Yes Yes

18

Setting up the Default Expiration Date

System Administrator>Setup>Profile Options

Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description:

The expiration date is set to the last date of the selected period.
Responsibility 90 Org User

Profile Option Name ASO : Default Expiration GL Period Type

19

Setting up Overrideable Modifiers

System Administrator>Setup>Profile Options

Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

If you want users to have this ability, you must ensure that at least four overrideable modifiers are set up in Oracle Advanced Pricing. At the Header level, there should be one discount and one surcharge with application methods of percent. At the Line Level, there should be one discount and one surcharge set up with application methods of percent or amount.
Description:

Profile Option Name ASO: Discounting Privilege

Responsibility Full

Org

User

20

8 Multi-Currency Price Lists

The use of multi-currency price lists is controlled by the profile option QP: Multi-Currency Installed. If this profile is set to Yes and the profile QP: Multi-Currency Usages is set to Yes at the Application or Responsibility level, Quoting shows all price lists with the selected currency as base currency, as well as all price lists where there is a conversion list for the selected currency. If the profile option is set to No, the Price List LOV displays only price lists that are valid for the selected currency. You can leave the Currency field blank to view all price lists, or leave the Price List field blank to view all currencies.
Description:

System Administrator>Setup>Profile Options

Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description:

The use of multi-currency price lists is controlled by the profile option QP: Multi-Currency Installed.

Profile Option Name ASO: Multi-Currency Installed

Responsibility Yes

Org

User

21

Promotional Goods

Not applicable

10 Displaying Sidebar Menu Options (HTML)

Not applicable

11 Customizing the Lines Pages (HTML)

Not applicable

22

12 Disabling Action Menus and Buttons (HTML)

Not applicable

13 Customizing the Overview Page (HTML)

Not applicable

14 Setting Up Branding (HTML UI)

Not applicable

23

15 Setting up Security
15.1 Setting up Security Profile Options

System Administrator>Setup>Profile Options

Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

To enable security in Oracle Quoting, you must set the security profile options as Listed. In addition, all users must be set up as valid Resources and assigned to sales groups.
Description:

Profile Option Name ASO : Allow Skip Approvers ASO : Enable Approvals

Responsibility No Yes

Org

User

24

15.2 Creating a Resource

CRM Administrator> Resources Manager > Maintain Resources > Import Resource
Form Name

Select Resources to Import Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: If you want all users to have access to Oracle Quoting when security is enabled, they must be set up as valid resources in Oracle HRMS. To import the Resource follow these steps:

Resource Category Employee Partner Party Supplier Contact

Search for name e.g. Johnson, Mr. Gavin Anthony Gavin

25

Start Import

15.3 Setting Up Resources

CRM Administrator> Resources Manager > Maintain Resources > Resources

Form Name

Resources Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Oracle Quoting security uses roles to determine which resources are managers. A manager must have an active role, of any role type, with the Manager flag checked. In addition, a manager must have the appropriate role in the context of a group.

Roles Tab
Name Attewell, Mr. Colin Leslie Alli, Mrs. Nadia Sheik Role Type Sales Sales Role Regional Manager Salesperson Manager Yes Admin Member Yes Yes Lead Yes

26

Receivables Tab
Sales Credit Type Sales Credit Type Quota Sales Credit Split 1 Quota Sales Credit Split 1

15.4 Setting up a Group

CRM Administrator> Resources Manager > Maintain Resources > Groups

Form Name

Resources Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Groups identify the subordinates under a particular manager. The resource with a manager role in a group is considered the manager of all other resources in that group and any child group. A resource can belong to multiple groups. Only one resource with a manager role should be in each group.

27

Enter a name for the group

Members Tab:
Category Employee Number Default from Resource creation Name Default from Resource creation Organization Default from Resource creation

Used in Tab
CRM Foundation Calendar Items CRM Foundation Group Calendar CRM Foundation Public Calendar Sales Compensation Sales and Telesales Salesforce Planning

15.5 Verify Group Setup

CRM Administrator> Resources Manager > Maintain Resources > Group Hierarchy
Form Name

Group Hierarchy Business Area: <Business Area> Priority (H, M, L): 28 Date: <Date> Process Owner:

<Customer Short Name> Process: <Process Name> Control Number:

<Control Number>

<Priority (H, M, L)>

<Process Owner>

Description:

To verify that you have set up your groups correctly

16 Setting Up Sales Team Assignment and Sales Credit Allocation

Not applicable

17

Automatic Sales Credit Allocation External Engine

Not applicable

29

18 Setting Up the Print Quote Functionality

18.1 Setting Up Print Quote for Oracle Reports Server

System Administrator>Setup>Profile Options

Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Oracle Reports Server is the default printing method for Oracle Quoting. Quoting provides an out-of-the-box template/style sheet that prints quote details, an ordered list of sections and subsection and their associated clauses.

Oracle Reports Server Setup Setting Up the Print Quote Functionality

1.

Designate a value for the profile ICX: Report Server ( TEST_APPS) at the appropriate level. 30

2.

Set the profile ASO: Print Quote Reports Directory to (Blank) (specifying the absolute path, not the variable.) The Reports Server must have access to this directory.

19 Setting up Manual Pricing and Tax Calculation Request Options

System Administrator>Setup>Profile Options

Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Out of the box, Oracle Quoting automatically prices a quote whenever a potential price-affecting change is made. The pricing call also calculates taxes. ASO: Calculate Price ASO: Calculate Tax

Users can still manually compute price and tax even if these profile options are set to Automatic. 31

20 Enabling interMedia Search

Not applicable

21 Setting Up Account Creation Requirements for Quotes

System Administrator>Setup>Profile Options

Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

32

Description: Out of the box, Oracle Quoting does not require financial accountsfor customers without any accountswhen creating a quote.

Profile Option Name ASO: Auto Account Creation

Responsibility No

Org

User

22 Setting up Proposals Integration

Not applicable

23 Setting up Web Publishing Functionality

Not applicable

33

24 Setting up Approvals

Approvals Management Administrator

Form Name

???????????????????????????????? Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Set up conditions and rules in Oracle Approvals Management (OAM)..

25 Setting up Sales Contracts

Not applicable 34

26 Setting Up Credit Check Functionality

System Administrator>Setup>Profile Options

Form Name

Profile Options Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Oracle Quoting allows the user to determine the credit worthiness of a customer before the quote is converted into an order. Refer to :Order Management > Setup >Rules> Credit

Profile Option Name ASO: Auto Account Creation ASO : Credit Check Rule

Responsibility Yes Africa Operations

Org

User

35

27 Implementing User Hooks

Not applicable

28 Setting up Sales Supplement Templates

BCN Quoting Super User> Setup > Sales Supplement

Form Name

Sales Supplement Setup 36

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)>

Date: <Date> Process Owner: <Process Owner>

Description: Sales Supplement allows the capture of additional quote-specific information that is not passed into Oracle Order Management.

Response Values
Name Advance Arrears Black & White - Light Lens Brother --- Brother - XTI Cannon --- Cannon - XTI Channel Product Colour Danka --- Danka - XTI Develop --- Develop - XTI Digital Epson --- Epson - XTI Fax Description Advance Arrears Black & White - Light Lens Brother Cannon Channel Product Colour Danka Develop Digital Epson Fax

Component Values:
Name Aggregation Billing? Aggregation Information Bids & Tender Information Billing Type Bulk Deals : Signed Spreadsheets. Capital Amount Comments Contact Name Contact Telephone number Contract Information - INTERNAL USE ONLY Contract Type Component Type Question Header Header Question Question Question Question Question Question Header Question Predefined Predefined Predefined Text Text Text Text Response Type Predefined

Res

Yes

Mon

Hal

Yes

Ren Fre

37

Fintech Gestetner --- Gestetner - XTI HP --- HP - XTI Half Yearly IBM --- IBM - XTI In House Rental Konica --- Konica - XTI Konica-Minolta --- Konica - Minolta - XTI Kyocera Mita --- Kyocera Mita - XTI Lexmark --- Lexmark - XTI Minolta --- Minolta - XTI Monthly Motion --- Motion - XTI Muratec --- Muratec - XTI Nashua --- Nashua - XTI No ORS Oce --- Oce - XTI Oki --- Oki - XTI Olivetti --- Olivetti - XTI Olympia --- Olympia - XTI

Fintech Gestetner HP Half Yearly IBM In House Rental Konica Konica - Minolta Kyocera Mita Lexmark Minolta Monthly Motion Muratec Nashua No ORS Oce Oki Olivetti Olympia Copy of Full Proposal. Copy of Expectation Document - Networked machines only. Credit Application - Only if new customer. Customer Name Customer Rate Deal Information Digiview Docs@X Docs@X Job Description Docs@X Job Nr Duration of rental? FREE FSMA Finance Factor Free FSMA Amount Full Service and Maintenance Agreement - for relevant product. If "Outside" finance : Finance House Appr. - amount must state EXCL. or INCL. VAT. If Free Promotional Goods : Accessory Supply Purchase Agreement or DPR reflecting a detailed list of goods Question Predefined Question Question Question Question Question Header Question Question Question Question Question Header Question Question Question Question Text Currency Predefined Predefined Text Text Text Text Text Predefined Predefined Predefined Text Text

Tria Pre Sec Yes

Yes

Yes

Yes

Yes

Yes

38

Other --- Other - XTI

Other

supplied by Marketing.

Other Finance House Own Use

Other Finance House Own Use

If Free Supplies : Accessory Supply Purchase Agreement or copy of DPR.

Question

Predefined

Yes

39

Panasonic --- Panasonic - XTI Premises Rental Quarterly Rental Rex Rotary --- Rex Rotary - XTI Ricoh --- Ricoh - XTI Sagem --- Sagem - XTI Samsung --- Samsung - XTI Security Sharp --- Sharp - XTI Toshiba --- Toshiba - XTI Trial Free Trial Paid Triumph-Atler --- Triumph - Atler - XTI Utax --- Utax - XTI XES Product Yearly Yes iTec ---- iTec - XTI

Panasonic Premises Rental Quarterly Rental Rex Rotary Ricoh Sagem Samsung Security Sharp Toshiba Trial Free Trial Paid Triumph - Atler Utax XES Product Yearly Yes iTec

If In House Rental : Rental Pricesetter, signed by the Sales Person and Account Manager. If In House Rental Settlement : Copy of signed Sett. Advise & RD for m/c being settled. If Other finance House; Enter the name of Finance House If Removal = Customers machine : Miscellaneous Equipment

Question Question Question Question

Predefined Predefined Text Predefined

Yes

Yes

Yes

40

41

42

43

44

29 Creating Additional Attachments Document Categories

BCN Quoting Super User>Document Category

Form Name

Document Categories Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Oracle Quoting currently supports one document category, Miscellaneous. This is the default for the Document Category field when you create a new attachment. You can create additional categories as needed. .

45

Category Miscellaneous Customer Order Information Form Customer Purchase Order Customer Card BQT Summary Sheet

Default Data Type Yes

From

To

30 Defining Descriptive Flexfield Information

BCN Flexfield > Descriptive > Segments

Form Name

Descriptive Flexfield Segments Business Area: <Business Area> Priority (H, M, L): <Priority (H, M, L)> Date: <Date> Process Owner: <Process Owner>

<Customer Short Name> Process: <Process Name> Control Number: <Control Number>

Description: Descriptive flexfields are customizable, blank fields on the Oracle Quoting form that allow the application developer to define additional fields as needed. A descriptive Flexfield is composed of segments, each of which has a prompt and may have either a valid set of values or data entered by the user. 46

Application Order Capture

Title Header: Additional Information

Context BCN Quote Information

Code

Name

Description

ACTIS Number Sales Tracker Number

ACTIS Number Sales Tracker Number

ATTRIBUTE1 ATTRIBUTE2

Application Order Capture

Title Lines : additional information

Context BCN Quote

Code

Name

Description

10

Quote Information

Quote Information

ATTRIBUTE1

Application CRM Foundation

Title Resource Groups Additional Information

Code

Name

Description

10 20 30 40

Division Channel Cost Centre Location

Division Channel Cost Centre Location

ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4

XX_GL_DIVISION XX_GL_CHANNEL XX_GL_COST_CENTRE XX_GL_LOCATION

* * * *

* * * *

47

48

31 Notes from Opportunities

Not applicable

32 Verify the Implementation

You must be able to complete these tasks successfully, or Oracle Quoting will not work properly.

1. Create

a complex quote.

Create a new customer for your quote. Add and configure a model item. Before submitting the quote as an order, create a new contact for the customer. Before submitting a quote as an order, create a shipping or billing address for the customer.
2. Submit

the order.

If the submission process was a success, you receive confirmation from Oracle Order Management. 49