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BR.100 Oracle QuotingApplication setup

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DOCUMENT CONTROL

CHANGE RECORD

Date Author Version Change Reference

21 August 2011 Draft No previous document

REVIEWERS

Name Position

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Contents

1 ASO: Define Quote Statuses .............................................................................. 52 Setting System Profile Options .......................................................................... 113 Enabling the Cache for Oracle Quoting (HTML) ................................................ 164 Assigning a Seeded Oracle Quoting Responsibility to a User ........................... 165 Quoting Modifying Seeded Lookup Types ...................................................... 176 Setting up the Default Expiration Date ............................................................... 197 Setting up Overrideable Modifiers ...................................................................... 208 Multi-Currency Price Lists .................................................................................. 219 Promotional Goods ............................................................................................ 2210 Displaying Sidebar Menu Options (HTML) ........................................................ 2211 Customizing the Lines Pages (HTML) ............................................................... 2212 Disabling Action Menus and Buttons (HTML) .................................................... 2313 Customizing the Overview Page (HTML) ........................................................... 2314 Setting Up Branding (HTML UI) ......................................................................... 2315 Setting up Security ............................................................................................. 24

15 1 Setting up Security Profile Options 24

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27 Implementing User Hooks ................................................................................. 3628

Setting up Sales Supplement Templates ........................................................... 36

29 Creating Additional Attachments Document Categories .................................... 4530 Defining Descriptive Flexfield Information .......................................................... 4631 Notes from Opportunities ................................................................................... 4932 Verify the Implementation .................................................................................. 49

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1 ASO: Define Quote Statuses

Oracle Quoting > Setup > Quote Status> Quote Status Setup window

Quote Status Setup

Bites Connect Process:

Business Area:

Date:

21 August 2011

Control Number:

Priority (H, M, L):

Process Owner:

Description: You can use this form to setup quote statuses and their allowed status transitions.

Name Status Name Status Description Update Allowed Auto -Version Enabled

ACCEPTED Accepted Accepted x x x

APPROVAL

PENDING

Approval Pending Approval is pending x

BID Bid Bid x x x

DRAFT Draft Draft x x

INACTIVE Inactive Inactive x

Form

Name

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Name Status Name Status Description Update Allowed Auto -Version Enabled

- Accepted - Allowed Transition to Status

Code Status Name Status Description Transmitted

By

Enabled

BID Bid Bid User X

DRAFT Drafted Drafted User X

INACTIVE Inactive User X

LOST Lost Lost User X

ORDER SUBMITTED Order Submitted Order is submitted Application X

PROBLEM Problem Problem User X

REVIEWED Reviewed Reviewed User X

Approval Pending Transition to Status

Code Status Name Status Description Transitioned

By

Enabled

APPROVAL CANCELED Approval Canceled Approval is Canceled Application X

APPROVAL REJECTED Approval Rejected Approval is Rejected Application X

APPROVED Approved Approved Application X

tab

tab

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By

Enabled

CONTRACT REQUIRED Contract Required Contract is Required Application X

Bid Allowed Transition Status


By

Enabled

ACCEPTED Accepted Accepted User X

DRAFT Drafted Drafted User X

INACTIVE Inactive Inactive User X





Draft - Allowed Transition to Status


By

Enabled


Approval Pending Approval Pending Approval is pending Application X

BID Bid Bid User X

tab

tab

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By

Enabled

CONTRACT

PENDING

Contract Pending Contract is Pending Application X

INACTIVE Inactive Inactive User X





Inactive - Allowed Transition to Status


By

Enabled


BID Bid Bid User X

DRAFT Draft Draft User X





tab

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Seeded Quote Statuses

Code Name Description UpdateAllowed

AutoVersion

Enabled Allowed Transition toStatus(Enabled)

ACCEPTED Accepted Accepted * * BID

DRAFT

INACTIVE

LOST

ORDER SUBMITTED

APPROVAL CANCELED Approval Cancelled Approval is cancelled * * APPROVAL PENDING

DRAFT

APPROVAL PENDING Approval Pending Approval is pending * APPROVAL CANCELED

APPROVAL REJECTED

APPROVED

APPROVAL REJECTED Approval Rejected Approval is rejected * * APPROVAL PENDING

DRAFT

APPROVED Approved Approved * DRAFT

ORDER SUBMITTED

BID Bid Bid * * ACCEPTED

DRAFT

INACTIVE

LOST

PROBLEM

REVIEWED

CONTRACT CANCELED Contract Cancelled Contract is cancelled

CONTRACT PENDING Contract Pending Contract is pending

CONTRACT REQUIRED Contract Required Contract is required

DRAFT Draft Draft * * APPROVAL PENDING

INACTIVE

LOST

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SALES OFFLINE ERROR

ENTERED Entered Entered

INACTIVE Inactive Inactive * DRAFT

LOST

LOST Lost Lost * * * DRAFT

ORDER SUB APPR Order SubmissionApproved

Order SubmissionApproved

* * DRAFT

ORDER SUBMITTED

ORDER SUB PEND Order SubmissionPending

Order SubmissionPending

* * APPROVAL PENDING

DRAFT

ORDER SUB APPR

ORDER SUBMITTED Order Submitted Order is submitted *

ORDERED Ordered Ordered

PROBLEM Problem Problem * *

REVIEWED Reviewed Reviewed * *

SALES OFFLINE ERROR Sales Offline Error Sales offline error * DRAFT

STORE DRAFT Store Draft Store Draft * * DRAFT

INACTIVE

ORDER SUBMITTED

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2 Setting System Profile Options

For multi-org applications, it is required that all org-striped profile options are set at either the responsibility or user level.

System Administrator>Setup>Profile Options

Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Use this form to define profile options to specify certain implementation parameters, processing options, and system

options at the Site level, Application level or at the Responsibility level. Define User Profile Options in Order Management (see

below). Note: An O in a row means optional at that level

Profile Option Name Responsibility Org User

ASO : ATP Default Customer BDS iProc Own Use Customer

ASO : ATP Default Ship To Site Isando First Line Isando

ASO : ATP Use Sourcing Rule Yes

ASO : Allow Quantity Updates for Component Item Yes

ASO : Allow Quantity Updates for Top Level Model Item Yes

ASO : Allow Skip Approvers No

Form

Name

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ASO : Auto Account Creation

ASO : Automatic Numbering Yes

ASO : Automatic Sales Credit Allocation None

ASO : Automatic Sales Team Assignment None

ASO : Calculate Price Automatic

ASO : Calculate Projected Commission Yes

ASO : Calculate Tax Automatic

ASO : Category Set Sales and Marketing

ASO : Company Report Logo

ASO : Configurator URL http://asterix2.bds.bdsol.co.za:8000/configurator/oracle.apps.cz.servlet.UiServlet

ASO : Create Customer Account No

ASO : Create New Customer No

ASO : Credit Card Authorization No

ASO : Credit Check Rule Africa Operations

ASO : Default Currency Code Rand

ASO : Default Customer Type Organization

ASO : Default E-Business Order Screen Order Organizer: View

ASO : Default E-Business Quote screen Quoting

ASO : Default Expiration GL Calendar Calendar (01 Mar - 28/28 Feb)

ASO : Default Expiration GL Period Type 90
http://asterix2.bds.bdsol.co.za:8000/configurator/oracle.apps.cz.servlet.UiServlethttp://asterix2.bds.bdsol.co.za:8000/configurator/oracle.apps.cz.servlet.UiServlethttp://asterix2.bds.bdsol.co.za:8000/configurator/oracle.apps.cz.servlet.UiServlethttp://asterix2.bds.bdsol.co.za:8000/configurator/oracle.apps.cz.servlet.UiServlethttp://asterix2.bds.bdsol.co.za:8000/configurator/oracle.apps.cz.servlet.UiServlethttp://asterix2.bds.bdsol.co.za:8000/configurator/oracle.apps.cz.servlet.UiServlet

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ASO : Default Header Level Sales Supplement Template

ASO : Default IB Search Results All Instances

ASO : Default Install Base Relationship Component Of

ASO : Default Line Level Sales Supplement Template

ASO : Default Order State Booked

ASO : Default Order Type

ASO : Default Ordered Quantity in OC UI 1

ASO : Default Quote Status Draft

ASO : Default Return Reason No Reason Entered

ASO : Default Sales Channel Direct

ASO : Default Sales Group

ASO : Default Sales Role

ASO : Default Salesrep

ASO : Default Ship From Org Isando

ASO : Discounting Privilege Full

ASO : Display Installed Base Attributes Yes

ASO : Enable ASO Debug

ASO : Enable Approvals Yes

ASO : Enable Batch Processing YesASO : Enable Credit Check Yes

ASO : Enable InterMedia Search No

ASO : Enable Line Level Billing Yes

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ASO : Enable Line Type Yes

ASO : Enable Manual Warehouse Selection Yes

ASO : Enable OSO Integration Yes

ASO : Enable Promotional Good Price Override Yes

ASO : Enable Sales Supplement Yes

ASO : Enable Security Check No

ASO : Enable Submit Button Yes

ASO : Enable TCA Changes Yes

ASO : Enable Web Publishing Yes

ASO : Filter Product Search By Web Attributes

ASO : GSA Pricing Warning

ASO : Manage Quote Templates No

ASO : Manager Role Access Inherit

ASO : Modify Sales Credits Yes

ASO : New Quote Security

ASO : OM Access

ASO : OM Defaulting Yes

ASO : Order Feedback Queue Retention Time

ASO : Price List Override Yes

ASO : Print Quote Reports Directory

ASO : Print Quote Show Attachments Yes

ASO : Quote Conversion Type Africa

ASO : Quote Duration 30

ASO : Receipt Method

ASO : Require Group Yes

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ASO : Require Minus Sign For Manual Discount Yes

ASO : Require Service Reference on Add to Quote Yes

ASO : Reservation Level

ASO : Run Sales Credit Update for Quote Lines No

ASO : Security Enable from API No

ASO : Show Line Level Tax Details Yes

ASO : Status Override No

ASO : Update Customer Yes

ASO : Update Sales Team Yes

ASO : Use Network Container

ASO : Validate Salesrep Yes

ASO : View Sales Credits Yes

ASO: Create New Shipping/Billing Customer No

ASO: Default Contract Template

ASO: Default Layout Template Quote Printing

ASO: Disable HTML UI SideBar Menu

ASO: Display Header Flexfields with Quote Header inHTML UI

Yes

ASO: Enforce Account Relationships No

ASO: Max Number of IB Search Results

ASO: Max Number of Results

ASO: Print Quote Method XML Publisher

ASO: View Customers Without Accounts No

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3 Enabling the Cache for Oracle Quoting (HTML)

Not applicable

4 Assigning a Seeded Oracle Quoting Responsibility to a User

System Administrator >Application >Menu

Form

Name Segments

BCN Process:Order Management and Shipping

Business Area:

Date:16 August 2011

Control Number:

Priority (H, M, L):

Process Owner:

Wynand van EedenDescription: Use this form to define customised responsibilities. Before you setup responsibilities, create new menus

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MenuOC Sales AgentQuoting ReportsOC Sales AgentOC Sales Manager

User Menu Name

Menu TypeStandard

DescriptionQuoting InquiryQuoting ReportsQuoting Sales AgentQuoting Sales Manager

5 Quoting Modifying Seeded Lookup Types

Quoting Sales Manager: Setups > Quickcodes

Application Object Library Lookups

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Use this form to define escalation levels.

TypeASO_ORDER_FEEDBACK_CRM_APPS

User Name

Form

Name

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ApplicationOracle Order Capture

Description

Access Level

User

Extensible

System

Code Meaning Description Tag Effective DateFrom

Effective DateTo

Enabled

OZF Funds & Budget Funds & Budget 26-JUN-2000 Yes

OKS OKS OKS 26-JUN-2000 Yes

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6 Setting up the Default Expiration Date


Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: The expiration date is set to the last date of the selected period.


ASO : Default Expiration GL Period Type 90

Form

Name

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7 Setting up Overrideable Modifiers


Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: If you want users to have this ability, you must ensure that at least four overrideable modifiers are set up in Oracle

Advanced Pricing. At the Header level, there should be one discount and one surcharge with application methods of percent. At the

Line Level, there should be one discount and one surcharge set up with application methods of percent or amount.


ASO: Discounting Privilege Full

Form

Name

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8 Multi-Currency Price Lists

Description: The use of multi-currency price lists is controlled by the profile option QP: Multi-Currency Installed. If this profile is set to

Yes and the profile QP: Multi-Currency Usages is set to Yes at the Application or Responsibility level, Quoting shows all price l ists

with the selected currency as base currency, as well as all price lists where there is a conversion list for the selected currency. If the

profile option is set to No, the Price List LOV displays only price lists that are valid for the selected currency. You can leave the

Currency field blank to view all price lists, or leave the Price List field blank to view all currencies.


Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: The use of multi-currency price lists is controlled by the profile option QP: Multi-Currency Installed.


ASO: Multi-Currency Installed Yes

Form

Name

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9 Promotional Goods

Not applicable

10 Displaying Sidebar Menu Options (HTML)

Not applicable

11 Customizing the Lines Pages (HTML)

Not applicable

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12 Disabling Action Menus and Buttons (HTML)

Not applicable

13 Customizing the Overview Page (HTML)

Not applicable

14 Setting Up Branding (HTML UI)

Not applicable

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15 Setting up Security

15.1 Setting up Security Profile Options


Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: To enable security in Oracle Quoting, you must set the security profile options as Listed. In addition, all users must be

set up as valid Resources and assigned to sales groups.


ASO : Allow Skip Approvers No

ASO : Enable Approvals Yes

Form

Name

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15.2 Creating a Resource

CRM Administrator> Resources Manager > Maintain Resources > Import Resource

Select Resources to Import

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: If you want all users to have access to Oracle Quoting when security is enabled, they must be set up as valid

resources in Oracle HRMS. To import the Resource follow these steps:

Resource Category Search for name

Employee e.g. Johnson, Mr. Gavin Anthony Gavin

PartnerParty

Supplier Contact

Form

Name

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Start Import

15.3 Setting Up Resources

CRM Administrator> Resources Manager > Maintain Resources > Resources

Resources

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Oracle Quoting security uses roles to determine which resources are managers. A manager must have an active role,

of any role type, with the Manager flag checked. In addition, a manager must have the appropriate role in the context of a group.

Roles Tab

Name Role Type Role Manager Admin Member Lead

Attewell, Mr. Colin Leslie Sales Regional Manager Yes Yes Yes

Alli, Mrs. Nadia Sheik Sales Salesperson Yes

Form

Name

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Receivables Tab

Sales Credit Type Quota Sales Credit Split 1

Sales Credit Type Quota Sales Credit Split 1

15.4 Setting up a Group

CRM Administrator> Resources Manager > Maintain Resources > Groups

Resources

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Groups identify the subordinates under a particular manager. The resource with a manager role in a group is

considered the manager of all other resources in that group and any child group. A resource can belong to multiple groups. Only

one resource with a manager role should be in each group.

Form

Name

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Enter a name for the group

Members Tab:

Category Number Name Organization

Employee Default from Resource creation Default from Resource creation Default from Resource creation

Used in Tab

CRM Foundation Calendar Items

CRM Foundation Group Calendar

CRM Foundation Public Calendar

Sales Compensation

Sales and Telesales

Salesforce Planning

15.5 Verify Group Setup

CRM Administrator> Resources Manager > Maintain Resources > Group Hierarchy

Group Hierarchy

Process:

Business Area:

Date:

Control Number: Priority (H, M, L): Process Owner:

Form

Name

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Description: To verify that you have set up your groups correctly

16 Setting Up Sales Team Assignment and Sales Credit Allocation

Not applicable

17 Automatic Sales Credit Allocation External Engine

Not applicable

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18 Setting Up the Print Quote Functionality

18.1 Setting Up Print Quote for Oracle Reports Server


Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Oracle Reports Server is the default printing method for Oracle Quoting. Quoting provides an out-of-the-box

template/style sheet that prints quote details, an ordered list of sections and subsection and their associated clauses.

Oracle Reports Server Setup

Setting Up the Print Quote Functionality

1. Designate a value for the profile ICX: Report Server ( TEST_APPS) at the appropriate level.

Form

Name

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2. Set the profile ASO: Print Quote Reports Directory to (Blank) (specifying the absolute path, not the variable.) The Reports

Server must have access to this directory.

19 Setting up Manual Pricing and Tax Calculation Request Options


Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Out of the box, Oracle Quoting automatically prices a quote whenever a potential

price-affecting change is made. The pricing call also calculates taxes.

ASO: Calculate Price

ASO: Calculate Tax

Users can still manually compute price and tax even if these profile options are set to Automatic.

Form

Name

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20 Enabling interMedia Search

Not applicable

21 Setting Up Account Creation Requirements for Quotes


Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Form

Name

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Description: Out of the box, Oracle Quoting does not require financial accountsfor customers without any accountswhen

creating a quote.


ASO: Auto Account Creation No

22 Setting up Proposals Integration

Not applicable

23 Setting up Web Publishing Functionality

Not applicable

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24 Setting up Approvals

Approvals Management Administrator

????????????????????????????????

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Set up conditions and rules in Oracle Approvals Management (OAM)..

25 Setting up Sales Contracts

Not applicable

Form

Name

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26 Setting Up Credit Check Functionality


Profile Options

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Oracle Quoting allows the user to determine the credit worthiness of a customer before the quote is converted into an

order. Refer to :Order Management > Setup >Rules> Credit


ASO: Auto Account Creation Yes

ASO : Credit Check Rule Africa Operations

Form

Name

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27 Implementing User Hooks

Not applicable

28 Setting up Sales Supplement Templates

BCN Quoting Super User> Setup > Sales Supplement

Sales Supplement SetupForm

Name

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Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Sales Supplement allows the capture of additional quote-specific information that is not passed into Oracle Order

Management.

Response Values Component Values:

Name Description NameComponentType

ResponseType

Re

Advance Advance Aggregation Billing? Question Predefined Ye

Arrears Arrears Aggregation Information Header

Black & White - Light Lens Black & White - Light Lens Bids & Tender Information Header

Brother --- Brother - XTI Brother Billing Type Question Predefined Mo

Cannon --- Cannon - XTI Cannon Ha

Channel Product Channel Product Bulk Deals : Signed Spreadsheets. Question Predefined Ye

Colour Colour Capital Amount Question Text

Danka --- Danka - XTI Danka Comments Question Text

Develop --- Develop - XTI Develop Contact Name Question Text

Digital Digital Contact Telephone number Question Text

Epson --- Epson - XTI Epson Contract Information - INTERNAL USE ONLY Header

Fax Fax Contract Type Question PredefinedReFr

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Fintech Fintech Tri

Gestetner --- Gestetner - XTI GestetnerPrSe

HP --- HP - XTI HP Copy of Full Proposal. Question Predefined Ye

Half Yearly Half Yearly Copy of Expectation Document - Networked machines only. Question Predefined Ye

IBM --- IBM - XTI IBM Credit Application - Only if new customer. Question Predefined Ye

In House Rental In House Rental Customer Name Question Text

Konica --- Konica - XTI Konica Customer Rate Question Text

Konica-Minolta --- Konica - Minolta - XTI Konica - Minolta Deal Information Header

Kyocera Mita --- Kyocera Mita - XTI Kyocera Mita Digiview Question Text

Lexmark --- Lexmark - XTI Lexmark Docs@X Question Text

Minolta --- Minolta - XTI Minolta Docs@X Job Description Question Text

Monthly Monthly Docs@X Job Nr Question Text

Motion --- Motion - XTI Motion Duration of rental? Question Text

Muratec --- Muratec - XTI Muratec FREE FSMA Header

Nashua --- Nashua - XTI Nashua Finance Factor Question Text

No No Free FSMA Amount Question Currency

ORS ORSFull Service and Maintenance Agreement - for relevantproduct.

Question Predefined Ye

Oce --- Oce - XTI Oce If "Outside" finance : Finance House Appr. - amount must Question Predefined Ye

Oki --- Oki - XTI Oki state EXCL. or INCL. VAT.

Olivetti --- Olivetti - XTI Olivetti If Free Promotional Goods : Accessory Supply Purchase Question Predefined Ye

Olympia --- Olympia - XTI Olympia Agreement or DPR reflecting a detailed list of goods

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Other --- Other - XTI Other supplied by Marketing.

Other Finance House Other Finance House If Free Supplies : Accessory Supply Purchase Agreement Question Predefined Ye

Own Use Own Use or copy of DPR.

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Panasonic --- Panasonic - XTI Panasonic If In House Rental : Rental Pricesetter, signed by the Sales Question Predefined Ye

Premises Rental Premises Rental Person and Account Manager.

Quarterly Quarterly If In House Rental Settlement : Copy of signed Sett. Advise Question Predefined Ye

Rental Rental & RD for m/c being settled.

Rex Rotary --- Rex Rotary - XTI Rex Rotary If Other finance House; Enter the name of Finance House Question Text

Ricoh --- Ricoh - XTI RicohIf Removal = Customers machine : MiscellaneousEquipment Question Predefined Ye

Sagem --- Sagem - XTI Sagem

Samsung --- Samsung - XTI Samsung

Security Security

Sharp --- Sharp - XTI Sharp

Toshiba --- Toshiba - XTI Toshiba

Trial Free Trial Free

Trial Paid Trial Paid

Triumph-Atler --- Triumph - Atler - XTI Triumph - Atler

Utax --- Utax - XTI Utax

XES Product XES ProductYearly Yearly

Yes Yes

iTec ---- iTec - XTI iTec

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29 Creating Additional Attachments Document Categories

BCN Quoting Super User>Document Category

Document Categories

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Oracle Quoting currently supports one document category, Miscellaneous. This is the default for the DocumentCategory field when you create a new attachment. You can create additional categories as needed.

.

Form

Name

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Category Default Data Type From To

Miscellaneous Yes

Customer Order Information Form

Customer Purchase Order

Customer Card

BQT Summary Sheet

30 Defining Descriptive Flexfield Information

BCN Flexfield > Descriptive > Segments

Descriptive Flexfield Segments

Process:

Business Area:

Date:

Control Number:

Priority (H, M, L):

Process Owner:

Description: Descriptive flexfields are customizable, blank fields on the Oracle Quoting form that allow the application developer to

define additional fields as needed. A descriptive Flexfield is composed of segments, each of which has a prompt and may have

either a valid set of values or data entered by the user.

Form

Name

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Application Title Context Code Name Description

Order

Capture

Header:

AdditionalInformation

BCN Quote

Information

ACTIS Number ACTIS Number ATTRIBUTE1

Sales TrackerNumber

Sales Tracker Number ATTRIBUTE2

Application Title Context Code Name Description

Order

Capture

Lines :

additionalinformation

BCN Quote

10 Quote Information Quote Information ATTRIBUTE1 * *

Application Title Code Name Description

CRMFoundation

ResourceGroups

AdditionalInformation

10 Division Division ATTRIBUTE1 XX_GL_DIVISION * *

20 Channel Channel ATTRIBUTE2 XX_GL_CHANNEL * *

30 Cost Centre Cost Centre ATTRIBUTE3 XX_GL_COST_CENTRE * *

40 Location Location ATTRIBUTE4 XX_GL_LOCATION * *

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31 Notes from Opportunities

Not applicable

32 Verify the Implementation

You must be able to complete these tasks successfully, or Oracle Quoting will not work properly.

1. Create a complex quote.

Create a new customer for your quote.

Add and configure a model item.

Before submitting the quote as an order, create a new contact for the customer.

Before submitting a quote as an order, create a shipping or billing address for the customer.

2. Submit the order.

If the submission process was a success, you receive confirmation from Oracle Order Management.

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