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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 Quotes1.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.

SETUP1.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 QuotesDraftPending Internal ApprovalApprovedLostPending Customer ApprovalAccepted

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 andOrder Line Workflow will be at "Wait for Booking" Notified

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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.