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.


Comments

Popular posts from this blog

Oracle DBA Queries

Interview Questions and Answers on O2C (Order to cash) in Oracle EBS R12

Setup of BOM (Bill of Material) on Oracle EBS R12