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Quote to Order Flow

Discussion in 'Oracle CRM' started by Bharat, Jul 11, 2012.

  1. Bharat

    Bharat Community Moderator Forum Guru

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    Hi all,

    Can anyone please provide me some documents on Quote to Order Flow. I have gone through sales orders without quotations. Can I know what is quotation in Orders scenario and how to do it practically with some screenshots till the process ends.
     
  2. Ramji

    Ramji Forum Guru

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    Dear Bharatappa,

    I can send docs to you during the weekend.
    cheers
    Ramji
     
  3. Bharat

    Bharat Community Moderator Forum Guru

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    Thanks ramji.
     
  4. Ramji

    Ramji Forum Guru

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    Got the doc so uploading now.
    cheers
    Ramji
     
  5. Bharat

    Bharat Community Moderator Forum Guru

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    Bhayya have you uploaded the docs for Quote to Order flow.
     
  6. Ramji

    Ramji Forum Guru

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    Yes the process flow with screenshots.
    cheers
    Ramji
     
    Nidhi25 and Bharat like this.
  7. Bharat

    Bharat Community Moderator Forum Guru

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    Thanks ramji. I have gone through your document and that was clear for me. Can I know about any approvals here in sales order or quote scenario. If so can you please guide to do that. I want to set some approval groups here in quotes before they are approving them.
     
  8. Ramji

    Ramji Forum Guru

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    Bharatappa,

    In OM you can submit a quote for internal approval and get a customer acceptance.
    Initially quote is in draft state
    then you progress it from actions buttion and submit draft eligible
    then the status becomes pending internal approval
    Note the WF is associated to header only and not the Quote lines and the type is OENH
    When the quote is approved the system end dates this and automatically creates the two for OM ie Order Header and lines dont remember it.
    You can customize the wf at this stage to send notifications etc
    Once internally approved it waits for customer acceptance and the status will be pending customer acceptance
    After your customer approves , you do the needful from Actions and the status goes to customer accepted
    All the workflow activities are completed and Sales order is created automatically and a bookable active order can be seen in the system.

    There is a profile OM: Notification approver that you need to set
    Also configure transaction type>approvals as required

    It should work a treat.
    cheers
    Ramji
     
  9. Bharat

    Bharat Community Moderator Forum Guru

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    Dear Ramji,

    Do we have any approval hierarchies for orders or quotes just like PO approval Hierarchies.
     
  10. Ramji

    Ramji Forum Guru

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    Dear Bharat,

    Read the above. As per standard functionality once customer approves the system closes that workflow. OENH (same for both Quote Header and line I think). This is driven by transcation type setup and profiles. Since the full process from start to finish is split into two parts, you should do whatever customizations you are planning on the 2nd part i.e like sending notifications etc.
    I shall touch base when I find some time and give you more details.
    Cheers
    Ramji
     
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  11. Hi Ramji,
    Can you please forward me the document as above.
    Kind Regards,
    Theo
     
  12. Nidhi25

    Nidhi25 Forum Genius

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    Thanks. It is a useful discussion.