Oracle quoting
Hello
we are on 11510, and using forms quoting - during a CRP the following questions arised;
- if I make a quote , with 3 items on there, and want to convert in an order, how can I select line 1 and 2 to be put on an order, (as the customer is not interested in line 2)
- if I have different quotes for the same customer, how can we combine them to one order ?
- apparently the salesperson on the quote is not defaulted from the customer, how to achieve that ?
- can we put customer item numbers on a quote..
thank you if you would be able to shed some light on there!
Els
Hello Narayanan,
Reference: Oracle® Quoting Implementation Guide Release 12.1 (Part No. E13462-04)
There are several profiles that impact security in Oracle Quoting.
Check the following profile options for the Quoting responsibility -
MO: Security Profile --
This should be set to the same value as the iStore cusotmer user responsibility (or to a value that includes that Operating Unit).
Oracle Applications uses the profile MO: Security Profile to link an operating unit to a
responsibility. This is a flexible security profile which allows a responsibility access to
one or more operating units without having to switch between responsibilities. It can be
set to any value based on the operating units in the organization.
ASO: Enable Security Check
Determines whether Quote Access Security is enabled. Quote Access Security
determines which quotes users can access and at what levels.
If set to Yes, users can access only those quotes belonging to a sales team they or one of
their subordinates belong to. Limits user's access level as well.
If set to No, users have update access to all quotes.
If null, a value of No is assumed.
Note: If this profile is set to No, you should not set other security
profiles, as they do not work when security is turned off.
ASO: New Quote Security
Controls the user's ability to create new quotes.
If set to Yes, the user cannot create new standalone quotes unless the quote is created
from an opportunity.
If set to No, the user can create new standalone quotes. They can copy existing quotes to
new quotes and create quotes from opportunities.
ASN: Customer Access Privilege
Determines the customers to display for a Quote To Customer, Quote to Account,and Customer searches.
Thank you,
Deborah Bourgeois, Oracle Customer Support
Similar Messages
-
What tools should I use for Oracle Quoting enhancement?
Hi,
My company is using Oracle Application 11i (EBS) 11.5.10.
We want to do a small enhancement on Oracle Quoting (HTML not Oracle Form).
What tools and which version should I use?
Thanks!
PhilHi,
please ask this question on a an Oracle Apps forum here on OTN
Frank -
Dear All,
I am trying to book an order from oracle quoting. I am getting the following error and unable to proceed.
Please help me.
APP-236113: Order is not eligible for booking. Check workflow status of this order.
Thanks in advance.
Regards,
Gautam.Gautam,
Check the profile option i.e. is to set the default order status while it is created from Quote.
Regards,
F. Afzal Hussain. -
Development tools (Jdeveloper?) for Oracle Quoting (HTML)
Hi,
My company is using Oracle Application 11i (EBS) 11.5.10.
We want to do a small enhancement on Oracle Quoting (HTML not Oracle Form).
What tools and which version should I use?
Thanks!
PhilThe JDeveloper version will depend on your exact ATG RUP level. Use the query in the last link to find out.
How to find the correct version of JDeveloper to use with eBusiness Suite 11i or Release 12
http://metalink.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=416708.1
Using OA Extensions to extend existing Apps 11i OA Framework pages (step by step)
http://metalink.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=283158.1
Script To Check What Workflow Related Patches Are Installed In EBusiness Suite 11i
http://metalink.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=275379.1 -
Oracle Quoting Customization JSP
Hello,
I need to hide a button(create quote) in oracle quoting JSP page. This can be done using profile options. Can anybody help me to fine the name for this option ..
i did many queries to find this option and i didn't get any result. (I tried QOT% , %QUOT% , ...)
Please Reply !
Thanks,I found the JSP page for rendering this button :
<%
String[] subQotBtnLabelArray = (String[]) pageContext.getAttribute("qotBtnLabelArray",PageContext.REQUEST_SCOPE);
String subQotInstr = (String) pageContext.getAttribute("qotInstr",PageContext.REQUEST_SCOPE);
boolean subQotTranslated = "Y".equals(pageContext.getAttribute("qotTranslated",PageContext.REQUEST_SCOPE));
if (! QotUtil.isNull(subQotInstr)
|| subQotBtnLabelArray != null && subQotBtnLabelArray.length > 0) {
String[] subQotBtnActionArray = (String[]) pageContext.getAttribute("qotBtnActionArray",PageContext.REQUEST_SCOPE);
if (QotUtil.isNull(subQotInstr))
subQotInstr = " ";
else
subQotInstr = AOLMessageManager.getMessageSt(QotUtil.QOT_APPS_CODE, subQotInstr);
%>
<table cellspacing=0 cellpadding=0 width="100%" border=0 summary="">
<tbody>
<tr><td colspan=2 height=3></td></tr>
<tr>
<td class=ORAInstructionText><%= subQotInstr %></td>
<td noWrap align=right> <%
if (subQotBtnLabelArray != null) {
for (int subQotI = 0; subQotI < subQotBtnLabelArray.length; subQotI ++) {
QotCaboUtil.renderButton(_renderingContext,
subQotTranslated ? subQotBtnLabelArray[subQotI] : qotRegionMgrObj.getPrompt(subQotBtnLabelArray[subQotI]),
subQotBtnActionArray[subQotI]);
} // end of for loop
} // end of if there is at least one button
%></td>
</tr>
<tr><td colspan=2 height=3></td></tr>
</tbody>
</table>
<%
} // end of if there is at least button to be rendered or instruction is presented
%>
How to set the rendering property to false according to a value ???????
Please reply , it's urgent !!
Thanks, -
At a demo, I've seen an Oracle Quote created with Oracle Quoting by adding one part at a time to the quote.
the Configurator was NOT involved in this process.
My question: instead of manually selecting one part at a time for the quote, can I import (load)
an Excel file with many parts in it to the quote ?
Thank you so much.
Moshe TamirAt a demo, I've seen an Oracle Quote created with Oracle Quoting by adding one part at a time to the quote.
the Configurator was NOT involved in this process.
My question: instead of manually selecting one part at a time for the quote, can I import (load)
an Excel file with many parts in it to the quote ?
Thank you so much.
Moshe Tamir -
Downlod oracle quote letter through URL
Hi Gurus,
Could you please help me to download oracle quote letter pdf file directly through URL by passing the required parameter from istore.
Usually we can download the quote letter from following navigation
Goto Quoting Sales Manager --> Quoting
-Query the quote that which is created in iStore using Quote Number.
-Change the Quote Status from Draft to Review.
-Approve the quote.
-Goto Action and select Print Quote.
-Then click continue.
-OAF Page will open there select the "Output Format" as pdf and click submit.
-Now we can see the Quote letter pdf downloading.
Thanks,
sunvin.Hi Gurus,
Could you please help me to download oracle quote letter pdf file directly through URL by passing the required parameter from istore.
Usually we can download the quote letter from following navigation
Goto Quoting Sales Manager --> Quoting
-Query the quote that which is created in iStore using Quote Number.
-Change the Quote Status from Draft to Review.
-Approve the quote.
-Goto Action and select Print Quote.
-Then click continue.
-OAF Page will open there select the "Output Format" as pdf and click submit.
-Now we can see the Quote letter pdf downloading.
Thanks,
sunvin. -
Unable to find Oracle quote Lines Data
Hi,
I have to find the query or any other data source which is getting the data for the Print quote report. I am unable to find out from where the data in report is being displayed.
The Flow is like...
Search for any quote.
Click on the quote link
One Drop poplist will be displayed. Select Print Quote
And click on the submit button. The PDF report generated,
Now I have to find out from where this data is coming. Can anyone help me on this.
Thanks
AnoopAnoop,
This is a JTT page and there is no VO. If you wanna see how this report is built check out qotSCocPrint.jsp. Here data source are quoting classes. If u need any quoting related data y do u worry about source, y don't u directly hit quoting tables like aso_quote_headers_all and aso_quote_lines_all.
--Mukul -
Oracle Quoting : How to apply specific Modifier for adjustments
Hi all,
While applying discounts/surcharge to a quote line from application it is picking some modifier and applying it.
We required same functionality with custom code(we are using aso_quote_pub API) to support ADF Page.
The issue we are facing is for price adjustments we need to pass the modifier header and line id to aso_quote_pub API .
So while adjustments made (discounts/surcharge) how do we know which modifier needs to apply.
Thanks in advance.
Thanks
SrinivasThis is quite simpe. Edit the column formula for the 4th column and put something like this. I am doing this from memory so the syntax might need checking:
Case When "Dimension Table"."Sales Type"='CASH' Then "Fact Table"."Measure" Else Null End
You could also consider making this a permanent addition to your RPD if this measure will be used again and again. You would add a new logical column and use the expression builder to arrive at the same result. -
Extension of Controller doesnot work- Oracle Quoting
Hi,
I am trying to extend a standard controller(QotQuoteDetailsCO) on the Quoting page. I am calling my custom code after the super.processFormRequest of the controller. Howver this call to the custom code doesnt work though there is no impact on the standard functionality.
super.processFormRequest(pageContext, webBean);
OAApplicationModule am = pageContext.getRootApplicationModule();
OAMessageTextInputBean fieldQotHdrNm =
(OAMessageTextInputBean)webBean.findChildRecursive("QotHdrNm");
String qotName = fieldQotHdrNm.getText(pageContext);
String qotNameCtn = qotName.substring(1, 7);
if (pageContext.getParameter("QotFrmEvt") == "Event.QuoteDet") {
if (pageContext.getParameter("QotHdrAction") == "COPY") {
OADBTransaction txn = am.getOADBTransaction();
CallableStatement cs =
txn.createCallableStatement("BEGIN sgx_aso_quote_pkg.copy_quote (" +
"p_qot_hdr_id_new => ?, " +
"p_qot_hdr_id_old => ?, " +
"p_return_status => ?, " +
"p_err_message => ?); END;",
-1);
String returnStatus = null;
String messageData = null;
try {
cs.setInt(1, (new Integer(1543).intValue()));
cs.setInt(2, (new Integer(1406).intValue()));
cs.registerOutParameter(3, Types.VARCHAR);
cs.registerOutParameter(4, Types.VARCHAR);
cs.execute();
returnStatus = cs.getString(3);
messageData = cs.getString(4);
if (returnStatus.equals("E")) {
throw new OAException("Error: " + messageData);
} catch (Exception e) {
throw new OAException("Error: " + e);
} finally {
try {
if (cs != null) {
cs.close();
} catch (Exception localException1) {
System.out.println("Error in Details Finally : " +
localException1);
If I remove the call to super.processFormRequest the custom code gets executed properly.
If I comment out the pageContext.getParameter conditions the custom code gets executed but it gets executed on every event on the page.
Please help me understand the issue here.
Thanks in advance.
Regards,
Anoop
Edited by: Anoop Sagar Pradhan on Aug 12, 2009 3:50 AMHI,
Use
OAMessageTextInputBean fieldQotHdrNm =
(OAMessageTextInputBean)webBean.findChildRecursive("QotHdrNm");
String qotName = fieldQotHdrNm.getText(pageContext);
String qotNameCtn = qotName.substring(1, 7);
String event = pageContext.getParameter("QotFrmEvt");
String action = pageContext.getParameter("QotHdrAction");
OADBTransaction txn = am.getOADBTransaction();
txn.writeDiagnostics(this,"Event is "+event,1);
txn.writeDiagnostics(this,"Action is "+action,1);
Now on page click on diagnostics, then from picklist select enable log on screen
then select STATEMENT(1) and press Go.
Then press Home button and then go to your page.
as the page gets opened try to serch for "Event is " in log displayed on screen
This will show your values.
Thanks,
Gaurav -
HI
My question is that
when i convert a quote to sales order i want to show sales order status should be "Booked", is it possible?
Now when we convert quote to sales order status is "entered" status, how i can change, where is set up?Experts please reply this Thread.
-
Questions on Print Quote report
Hi,
I'm fairly new to Oracle Quoting and trying to get familiar with it. I have a few questions and would appreciate if anyone answers them
1) We have a requirement to customize the Print Quote report. I searched these forums and found that this report can be defined either as a XML Publisher report or an Oracle Reports report depending on a profile option. Can you please let me know what the name of the profile option is?
2) When I select the 'Print Quote' option from the Actions drop down in the quoting page and click Submit I get the report printed and see the following URL in my browser.
http://<host>:<port>/dev60cgi/rwcgi60?PROJ03_APPS+report=/proj3/app/appltop/aso/11.5.0/reports/US/ASOPQTEL.rdf+DESTYPE=CACHE+P_TCK_ID=23731428+P_EXECUTABLE=N+P_SHOW_CHARGES=N+P_SHOW_CATG_TOT=N+P_SHOW_PRICE_ADJ=Y+P_SESSION_ID=c-RAuP8LOvdnv30grRzKqUQs:S+P_SHOW_HDR_ATTACH=N+P_SHOW_LINE_ATTACH=N+P_SHOW_HDR_SALESUPP=N+P_SHOW_LN_SALESUPP=N+TOLERANCE=0+DESFORMAT=RTF+DESNAME=Quote.rtf
Does it mean that the profile in our case is set to call the rdf since it has reference to ASOPQTEL.rdf in the above url?
3) When you click on submit button do we have something like this in the jsp code: On click call ASOPQTEL.rdf. Is the report called using a concurrent program? I want to know how the report is getting invoked?
4) If we want to customize the jsp pages can you please let me know the steps involved in making the customizations and testing them.
Thanks and Appreciate your patience
-PC1) We have a requirement to customize the Print Quote report. I searched these forums and found that this report can be defined either as a XML Publisher report or an Oracle Reports report depending on a profile option. Can you please let me know what the name of the profile option is?
I think I posted it in one of the threads2) When I select the 'Print Quote' option from the Actions drop down in the quoting page and click Submit I get the report printed and see the following URL in my browser.
http://<host>:<port>/dev60cgi/rwcgi60?PROJ03_APPS+report=/proj3/app/appltop/aso/11.5.0/reports/US/ASOPQTEL.rdf+DESTYPE=CACHE+P_TCK_ID=23731428+P_EXECUTABLE=N+P_SHOW_CHARGES=N+P_SHOW_CATG_TOT=N+P_SHOW_PRICE_ADJ=Y+P_SESSION_ID=c-RAuP8LOvdnv30grRzKqUQs:S+P_SHOW_HDR_ATTACH=N+P_SHOW_LINE_ATTACH=N+P_SHOW_HDR_SALESUPP=N+P_SHOW_LN_SALESUPP=N+TOLERANCE=0+DESFORMAT=RTF+DESNAME=Quote.rtf
Does it mean that the profile in our case is set to call the rdf since it has reference to ASOPQTEL.rdf in the above url?
Yes, your understanding is correct.3) When you click on submit button do we have something like this in the jsp code: On click call ASOPQTEL.rdf. Is the report called using a concurrent program? I want to know how the report is getting invoked?
No, there is no conc program getting called, you can directly call a report in a browser window, Oracle reports server will execute the report and send the HTTP response to the browser.4) If we want to customize the jsp pages can you please let me know the steps involved in making the customizations and testing them.
This is detailed in many threads.Thanks
Tapash -
Print Quote the report is in PDF but need to be new RTF template
We have 11.5.10 apps, the Quote screen is an OAF screen.
When clicking Print Quote the report is in PDF, They want to include a new RTF template for printing instead of PDF.
The new RTF template is created. But what I do not know is how the quote screen will take the new template. I can use XMLP to upload the RTF template but that may not be sufficient to make it appear in the Quote screen.
I am looking at the profile ASO:Default Layout Template. Am I headed the right way?Hi,
Please refer to the following documents, it should be helpful.
Note: 780722.1 - How to Create a Custom Print Quote Template in Oracle Quoting ?
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=780722.1
Note: 392728.1 - How to Modify the data source for the XML version of the Print Quote report
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=392728.1
Note: 468982.1 - How To Customize The Asoprint.Xsl
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=468982.1
Regards,
Hussein -
How to Create the Custom print Quote Report ?
Hi All,
I want to create the custom Print Quote report . I know the below details and referred the below metalinks .
Note: 780722.1 - How to Create a Custom Print Quote Template in Oracle Quoting ?
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=780722.1
Note: 392728.1 - How to Modify the data source for the XML version of the Print Quote report
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=392728.1
Note: 468982.1 - How To Customize The Asoprint.Xsl
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=468982.1.
Oracle Metalink:
Note: To add a column to the print quote report, following files need to be updated:
LinesVO.xml --- xml files containing the sql query and attribute definition
LinesVORowImpl.class - public class extending the framework class OAViewRowImpl.
This class contains the set and get for the attributes defined in xml file.
ASOPRINT.xsl - this is the xsl stylesheet file used to describe the report layout.
This file needs to be modified to include the new column being added to the report
QUESTION :
My question is,
1. wether my approach (below iare the details)of trying to extend the PromptVO is the right way or is there any other way to add the new columns.
I want to add new fields on to the report . When i looked into the it says the below
Here we find that to add a new column, oracle says to update the LINESVO.xml, do they really mean to update the base files.
This report uses following VO's
PROMPTVO
HEADERVO,
LINESVO.
To create new Headers & Prompts, i tried extending the PROMPTVO. Once the extended VO is substitued , i dont even get the data for standard oracle Prompts. is this the right way to add columns?
ThanksHi All,
I want to create the custom Print Quote report . I know the below details and referred the below metalinks .
Note: 780722.1 - How to Create a Custom Print Quote Template in Oracle Quoting ?
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=780722.1
Note: 392728.1 - How to Modify the data source for the XML version of the Print Quote report
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=392728.1
Note: 468982.1 - How To Customize The Asoprint.Xsl
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=468982.1.
Oracle Metalink:
Note: To add a column to the print quote report, following files need to be updated:
LinesVO.xml --- xml files containing the sql query and attribute definition
LinesVORowImpl.class - public class extending the framework class OAViewRowImpl.
This class contains the set and get for the attributes defined in xml file.
ASOPRINT.xsl - this is the xsl stylesheet file used to describe the report layout.
This file needs to be modified to include the new column being added to the report
QUESTION :
My question is,
1. wether my approach (below iare the details)of trying to extend the PromptVO is the right way or is there any other way to add the new columns.
I want to add new fields on to the report . When i looked into the it says the below
Here we find that to add a new column, oracle says to update the LINESVO.xml, do they really mean to update the base files.
This report uses following VO's
PROMPTVO
HEADERVO,
LINESVO.
To create new Headers & Prompts, i tried extending the PROMPTVO. Once the extended VO is substitued , i dont even get the data for standard oracle Prompts. is this the right way to add columns?
Thanks -
Customize Print Quote stylesheet ASOPRINT.xsl
Hi,
I have a requirement where I need to check if we can use the existing Print Quote functionality to generate custom Quote Reports. As i see we can create new XML templates by making changes to the standard style sheet ASOPRINT.XSL. According to what is mentioned in the oracle quoting guide we can add company logo, change height width etc.. of the report by modifying this style sheet. I need to know how do we cusomize the style sheet to include static text or add new tables etc.. I am very new to XSL so do not have much idea as to where is the data fetched from and where is the static text present.
Thnaks
AMHi,
Thanks a lot for the response. I went through the documents and they mainly talk about customizing the Quote report by including the company logo, Title and disclaimer. How can we add static text to the ASOPRINT.XSl style sheet in order to customize it and attach it to a custom tempalate. I am very new to this so do not have much idea. can we add the static test directly in the style sheet or is it fetched from somewhere?
Regard
AM
Maybe you are looking for
-
DVI y-cable? Do they exist?
Does anyone know if there are y-cables that one can use on the DVI port on a G5?
-
Hello Guru's, I have a senario where the PO needs to be released or rejected in Background mode via workflow. Currently I am using the task with calls the transaction ME29n, but you all know the users will not have authorization for transaction ME29n
-
Hi, In OVA8, I have static (adjacent field open order and open deliveries are not selected), critical field and dunning level selected. In VKM1 status field, I can see there are Static Check, TermsOfPayment, Max dunn. For Terms of payment and dunning
-
Hi Experts, What could the cause of the discrepancy between GL report and warehouse report ? we are using continous stock system. Pls adv Regards, RK
-
My mail program insists on putting flags on some emails and not others; I cannot figure out how it is choosing or why. I would like to flag an email if I need to do further work. I have check rules... Thanks, Mo