Oracle Quote to Order

Go to Order Management Super user Responsibility

Double Click on Negotiation tab

Click on Quote

Quote Form

Provide Customer’s email id-This step is not required in vision

Quote-Providing Customer’s email id-This step is not required in vision

Quote – Option to provide free text

Quote – Option to provide free text

Quote – Option to provide free text

Quote – Option to provide free text

Quote –Details of Giving sales channel

Quote – Line Items

Quote – Line items

Quote – Line- Details to provide serial number details

Quote – Line- Details to provide serial number details

Quote – Line- Details to provide serial number details-This step is not required in vision

Quote – Line- Details to provide serial number details-This step is not required in vision

Quote - Lines

Quote- Order Information

Quote - Customer

Quote- Progress Quote

Quote-Submit Draft-Eligibile

Quote – Status –Change’s

Quote – Goes for Internal Approval

Quote_Approval

Quote –Status change

Quote-Status Change

Quote-Status

Quote-Status-Changed to Entered

Quote to Order

• Now we switch to Order Management.• Once the Quote status gets changed to

Entered.• Automatically Quote number becomes Order

number.• Here Our Quote number is 1036 and Order

number will be 1036 with same details

OM-Order Management Super user

OM-Order organizer screen

OM-Order Organizer

Order- Header Information

Order- Line items

Order – Line items -Shipping

Order-Book the Order

Order is booked

OM-Submit Workflow Background Process

OM-View Request -Submit

• Here we need to submit Requisition import program.

• This program will get Purchase Requisition Generated.

OM-Requisition Import program

Need to Wait till the program gets completed.

Order screen

Order – Purchase Requisition number

OM- Purchase We need to move purchasing Resp

Purchasing-Auto Create Screen

Purchasing -Auto create screen

Purchasing-Purchasing Order screen

Purchasing-Purchasing Order screen

Purchasing-Purchasing Order screen

Purchase order - Approval

Purchase Order -Approved

• Once Purchase order is Approved.• Wait for the confirmation from customer thatHe had received the product.Then follow the below steps

Purchase order – Receiving-Receipts

Purchasing Receiving Screen

Purchasing Receiving Screen

Order Managment

• After the Receiving is done in Purchasing Module.

• We need to go Order Management and run the Workflow Background process (Usually business has this program Auto Scheduled).

• After the Workflow Background process completes, Auto Invoice master program runs and generates Invoice.

Workflow Back ground program

Invoice Details

Invoice- Line item details

Order RMA Process

• Step 1: Open the Order number : 1036• Step 2: Go the Line items • Step 3: Enter the new line give the details of

qty in negative ( Like -5) which is being returned and give the reason.

RMA: Step1

RMA : Step2

RMA : Step3

RMA : Step3

RMA : Step3

End of the Slides

• This is the End