Setup Quote on Oracle EBS R12

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 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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