Oracle Quoting

Oracle Quoting is an automated sales quote generation application that enables the easy, consistent and secure creation and management of customer quotes across the following customer interaction channels - field sales, telesales, e-commerce and business partners. Sales representatives using Oracle Quoting can submit a quote as an order, perform manual price overrides, and create new customer information.

This chapter describes the following test flows in Oracle Quoting:

• Create Quote Lines with Different Shipping and Billing Details at Header and Lines
• Create Quotes with Multiple Template Form
• Copy Quote with All Quote Information

Prerequisites

• Logged in user has the Quoting User, Quoting Sales Agent, and Quoting Sales Manager responsibility.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

7.1 Create Quote with Different Shipping and Billing Details

Creates a quote which has different shipping and billing details at header and line levels.
Prerequisites
None.
Profile Options
Not applicable.
Predefined Data

Table 7-1 Predefined Data for Create Quote with Different Shipping and Billing Details Flow

Page Name	Field Name	Field Value
Payment or Shipping	Payment Type	Credit Card
	Credit Card Brand	Visa
	Requested Date Type	Arrival
	Shipping Priority	High Priority
	Freight Terms	Collect
	FOB	Buyer
Quote Lines or Bill to, Payment	Payment Type	Check
Quote Lines or Ship To	Shipping Priority	High Priority
	Demand Class	Central US

Setup Data

Table 7-2 Setup Data for Create Quote with Different Shipping and Billing Details Flow

Page Name	Field Name	Field Value
Quote Lines	Product	AS54888 (Can be Standard or Model item)
Payment or Shipping	Shipping Method	USPS (United States Postal Service)
Quote Lines or Ship To	Shipping Priority	High Priority (Pick appropriate shipping priority)

7.2 Create Quote with Multiple Templates Form

In Oracle Quoting, you can create quote templates that specify products and quantities, thus automating recurrent quote content. For configured products, add a product to your template, launch configurator and save the resulting configuration in the template. You can also add service products to templates.
Creates a quote by selecting multiple quote templates to verify the ability to apply one or more quote templates to the quote.
Prerequisites
None.
Profile Options
Not applicable.
Predefined Data
Not applicable.
Setup Data
Not applicable.

7.3 Copy Quote with All Quote Information

In Oracle Quoting, one can copy existing quotes to create new quotes. Copies a quote with all the information, to a new quote for a different customer. All the options are selected while copying a quote.
Prerequisites
None.
Profile Options
Not applicable.
Predefined Data
Not applicable.
Setup Data
Not applicable.