Setup Quote on Oracle EBS R12
Setting up Quoting in Oracle E-Business Suite (EBS) R12.3 involves configuring the Oracle Quoting module to manage the quotation process for sales deals and proposals. Here's a step-by-step guide to set up Quoting in Oracle EBS R12.3:
Step 1: Define Salespeople
Navigation: Sales > Sales User > Salespeople
Set up salespeople who will be responsible for creating and managing quotations.
Step 2: Define Territories
Navigation: Sales > Territories > Territories
Create sales territories to assign salespeople to specific geographical areas or customer segments.
Step 3: Define Price Lists
Navigation: Pricing > Price Lists > Price Lists
Create price lists for different customer groups or products to determine pricing in quotations.
Step 4: Set Up Lookups (Optional)
Navigation: Setup > Lookups > Lookups
Define lookup values for custom fields or attributes required in the quotation process.
Step 5: Define Sales Credits (Optional)
Navigation: Sales > Sales Credits > Sales Credits
If using sales credits, define sales credits rules for compensation purposes.
Step 6: Set Up Header and Line Transaction Types
Navigation: Transaction Types > Line Transaction Types, Header Transaction Types
Define header and line transaction types for quotations to control the behavior of the quotation document.
Step 7: Set Up Document Sequences
Navigation: Setup > Transactions > Document Sequences
Define document sequences for quotation numbers to assign unique numbers to each quotation.
Step 8: Configure Salespersons and Territories for Customers
Navigation: Customers > Standard
Assign salespersons and territories to customers for accurate quoting.
Step 9: Define Quote Templates (Optional)
Navigation: Templates > Quote Templates
Create quote templates to provide standardized formats for quotations.
Step 10: Set Up Workflow Approvals (Optional)
Navigation: Setup > Transactions > Workflow Approvals
Configure workflow approvals for quotations that require approval before sending to customers.
Step 11: Define Email Templates (Optional)
Navigation: Tools > Email > Email Center > Email Templates
If using email templates, create templates for sending quotation emails to customers.
Step 12: Configure Actions and Actions Framework (Optional)
Navigation: Setup > Transaction Types > Actions Framework
Set up actions and configure the actions framework for automation during the quotation process.
Step 13: Set Up Standard Quote Headers (Optional)
Navigation: Transaction Types > Standard Quote Headers
If using standard quote headers, define them to provide predefined header information for quotations.
Step 14: Review Quoting Reports (Optional)
Navigation: Sales > Reports > Quotations
Utilize various quoting reports to monitor quotation activities and performance.
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