Oracle Quote to Sales Order setup and
Transaction Flow
Setup 1.
Transaction Type
Navigation Path : Order
management > Setup > Transaction Types > Define
Setup 2. Document sequence Creation
Navigation Path : Oracle Management > Setup >
Documents > Define
Setup 3: Document Sequence Assignment against
Transaction type
Navigation > Order management > setup >
Documents > Assign
Transaction flow Step:
Quote entry.
Navigation path:
Order Management > Negotiation > Quote.
Enter the Quote header and Line information and save the
transaction. Status displayed as “Draft”
Step 2: Submit Draft action for Pending Customer
Acceptance
After Quote number generated
and Status is “ Draft”. Use Actions button and select the “Submit Draft”
Action.
Now Status changed as “Pending
Customer Acceptance”
Step 3 : Customer Acceptance or Rejection
Select Action button and
choose Customer Acceptance / Customer Rejection
Acceptance form will open. Enter
the Customer reference and date details . click on the Customer Acceptance
button.
Now Status will be changed as
“Entered”. Click the Book order button and user able to ship the material.
