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Quoting Profile Options

Oracle Quoting Profile Options

PROFILE OPTION SHORT CODE PROFILE OPTION NAME
QOT_APPL_MIGRATION QOT: Application Migration
QOT_TCA_PROF_MIGRATION QOT: TCA Profile Migration
QOT_SALESUPP_PROF_MIGRATION QOT: Default Sales Supplement Template Profile Migration

Quoting Forms

Oracle Quoting Module Forms

FORM SHORT CODE ORACLE FORM NAME
QOTHDDET QOT Quoting Folder Form
QOTHDQST QOT Quote Statuses
QOTHDQVR QOT Quote Version
QOTHDCHS QOT Customer History
QOTCMCPQ QOT Copy Quote
QOTCMPRM QOT Promotions and Pricing Attribtues
QOTLNATP QOT Available to Promise
QOTLNSHP QOT Split Lines
QOTCMSCR QOT Sales Credits
QOTHDOQT QOT Opportunity To Quote
QOTLNTXD QOT Tax Details
QOTCMCNC QOT Contract Creation
QOTCMCND QOT Contract Details
QOTCMAPD QOT Quote Approvals
QOTCMSSM QOT Sales Suplement
QOTHDSLT QOT Sales Team
QOTCMBPR QOT Pricing Options
QOTUNSRH QOT Quote Customer Search
QOTCNTRM QOT Contract Terms Interim
QOTTMPLS QOT Quote Templates
QOTCMCHG QOT Adjust Charges
QOTCMSCV QOT View Sales Credits
QOTPRDTL QOT Price Adjustment Details
QOTCMPAJ QOT Price Adjustments
QOTCNCTV QOT 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.