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Quoting Profile Options

Oracle Quoting Profile Options

PROFILE OPTION SHORT CODEPROFILE OPTION NAME
QOT_APPL_MIGRATIONQOT: Application Migration
QOT_TCA_PROF_MIGRATIONQOT: TCA Profile Migration
QOT_SALESUPP_PROF_MIGRATIONQOT: Default Sales Supplement Template Profile Migration

Quoting Forms

Oracle Quoting Module Forms

FORM SHORT CODEORACLE FORM NAME
QOTHDDETQOT Quoting Folder Form
QOTHDQSTQOT Quote Statuses
QOTHDQVRQOT Quote Version
QOTHDCHSQOT Customer History
QOTCMCPQQOT Copy Quote
QOTCMPRMQOT Promotions and Pricing Attribtues
QOTLNATPQOT Available to Promise
QOTLNSHPQOT Split Lines
QOTCMSCRQOT Sales Credits
QOTHDOQTQOT Opportunity To Quote
QOTLNTXDQOT Tax Details
QOTCMCNCQOT Contract Creation
QOTCMCNDQOT Contract Details
QOTCMAPDQOT Quote Approvals
QOTCMSSMQOT Sales Suplement
QOTHDSLTQOT Sales Team
QOTCMBPRQOT Pricing Options
QOTUNSRHQOT Quote Customer Search
QOTCNTRMQOT Contract Terms Interim
QOTTMPLSQOT Quote Templates
QOTCMCHGQOT Adjust Charges
QOTCMSCVQOT View Sales Credits
QOTPRDTLQOT Price Adjustment Details
QOTCMPAJQOT Price Adjustments
QOTCNCTVQOT Contract Terms Validation

Oracle Quoting Overview

Oracle Quoting enables customer quotings prior to convert them into sales orders. Many Engineered-To-Order (ETO) or Configure-To-Order (CTO) business types requires quoting and negotiating with customers prior to converting them into sales order.

Quote: It is an offer made to customer covering the details of product/services offered, terms and conditions, price and necessary signatures, activity period. Quote can have different statuses reflecting the different steps in quoting cycle. Once quote is approved it will become legal document. If you are Oracle Field Sales modules then quote can be imported from opportunities.

Quoting Templates: It improves productivity by storing repeatable information such as terms/ conditions or product related details etc. Templates make quoting process easier and faster.

Credit Check: Quoting module is very well integrated with other modules like OM, BOM, Pricing, Configurator, AR etc. Quoting allows credit checking of customer based on credit check rules defined in AR.

Copy Quote: Apart from templates quotes can also be cretaed by copying from another quote.