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Overview
The below diagram shows a high-level process flow. A Quote is created in Order Management, using which a
Sales Order is auto-created. The Sales Order is then Picked, Packed, Shipped and Invoiced. This automatically
creates an Item Instance in Install Base. Further, upon running a concurrent program from Service Contracts, a
Contract can be created against this Sales Order.
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
Pre-requisites
o To create a Quote in Order Management, the following items have to be created in the Inventory module:
o A Serviceable Item
o A Service
o These items must be attached to a Price List using the Enter Price Lists form (can be done using
Advanced Pricing or Inventory)
o The On-hand quantity of the Serviceable Item must be greater than the Ordered Quantity.
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
3. In the Order Management tab, ensure that the following checkboxes are checked:
a. Customer Ordered
b. Customer Order Enabled
c. Shippable
d. Internal Ordered
e. Internal Order Enabled
f. OE Transactable
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
6. Save.
The product item is now a serviceable product.
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
8. Save
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
Creating a Quote:
1. Navigate to Order Management > Negotiation > Quick Quote.
2. Enter Customer.
3. In the Main tab, enter the Serviceable Item as the Ordered Item.
4. Enter Quantity, UOM (Unit Selling Price will default if the item is added to a Price List).
5. In the Shipping tab, ensure that the Warehouse you are shipping out of is the warehouse in which you
have your stock.
6. Enter the Service Item as another Ordered Item in the same quote. Enter Quantity, UOM. (Leave Unit
Price blank)
7. In the Shipping tab, ensure that the Warehouse you are shipping out of is the warehouse in which you
have your stock.
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
8. In the Service tab, choose Order as the Service Reference type. Choose the correct Order Type as seen in
the header of the Quote.
Enter the Quote # as the Service Ref Order Number. Then, enter the Service Ref Line Number and
Service Ref Shipment Number in accordance with the line number of the Serviceable Item.
11. Log back into Operations and query the Quote in the Quick Quotes window.
Click on Actions and choose Customer Acceptance.
Status changes to Entered and you can see that an Order # is generated.
3. Validate if all details have defaulted in the Line Items tab and then click on Book Order.
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
4. In the Inventory tab, select the correct Warehouse and click on Execute Now.
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
5. Navigate to Shipping > Transactions. Query the Order Number. In the Delivery tab, ensure that the
Status is Closed.
b. Note that the Workflow Background Process spawns AutoInvoice Master Program and
AutoInvoice Import Programs.
7. Once the AutoInvoice Import Program has completed, navigate to Orders, Returns > Order Organizer.
Query the Sales Order Number.
8. Click on Actions and choose Additional Order Information.
This Invoice Number can be queried in Receivables to view the Invoice created against this Order.
Oracle Quote to Order Setups and Process Manual Raju Chinthapatla
Enter the Order Number and Click OK. Click Search to view the contract created against the Sales Order.
Open the Contract. Navigate to Tools > Invoice Details. Note the Invoice Number.
This Invoice Number can be queried in Receivables to view the invoice created against this Service Contract.