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Friday, November 18, 2011

Quote to Sales Order cycle

Oracle Quotes offers limited functionality to create Quotes and Progress it through the Negotiation phase and finally creates Sales Order. Within Order Management we can avail simple functionality like. (Create Quote > Submit for Internal Approval > Take Customer Acceptance).
In company has complex / advance quoting needs then Oracle Sales Quoting needs to be implemented.

One more important point to be noted is data for Quote header/lines got inserted into OE_ORDER_HEADERS_ALL / OE_ORDER_LINES_ALL and same data will be used for order header /lines

Create Quote:
If you want then you can add Expiration date for the quote.
Initially quote remain in Draft status.

Submit for Internal Approval:
Once the draft is done then creator shall submit it for internal approval. This can be done from ‘Action’ button then select ‘Progress Quote’ and submit for approval.

Then the status becomes ‘Pending Internal Approval

Remember the work flow associated to quote header only, there will be no Line level workflow associated in case of with Quote.
WF_ITEMS and WF_ITEM_ACTIVITY_STATUSES  with ITEM_TYPE ='OENH' , but once Quote got approved and converted to Orders , system will end date the workflow with ITEM_TYPE ='OENH' and creates new workflow with ITEM_TYPE ='OEOH'( for order header) and OEOL (for order lines).

Internal Approval:
Now the WF is waiting for internal Approval. We can modify the WF to have some customization like send email notification to concerned person.

After the internal approval from the authorities, WF get moved further and wait for Customer Acceptance.

At this stage status of the quote becomes “Pending Customer Acceptance”.

Customer Acceptance:
After receiving confirmation from your customer you may take the appropriate action.
In our case, let’s say customer sent Acceptance. So go to ‘Actions’ button and select ‘Customer Acceptance’ option.

Here you can add details about who and when accepted the quote.

At this stage quote WF is completed and Sales Order WF starts for header as well as for order lines.

Sales Order get created automatically

Order Header Workflow will be as below

Order Line Workflow will be as below.

From this point sales order cycle starts…


  1. Hi
    very helpfull artile for beginer's.
    Keep u the goodwork.

  2. 1. Whats the document type associated with Quotes ? Is it defined under Purchasing>Document types ?
    2. Does Quote Approval process is same as PO approval process , like we define approval group, attach to a job/position and then they aprpove it ?
    3. Once the sales Order is created , can we see them on the OM > Order Organizer window ? how does the transaction type being selected for each quote ?

  3. Order Management
    I just wanted to make a statement on the contribution of this blog here. It’s awesome.
    It such a best information for the Order Management. Thanks to share interesting and informative informations.

  4. The Status isn't Draft for me. When I create Quote and save, the status is Entered. How to enable Draft status for quotes ?

  5. Hi, You put nice explaination. I have question for version 12. After the quote is converted to SO ( sales order) how can find the original quote number. Note: Now the SO is completely different it does not contain any digits from the quote number. I'm looking up in OM user- MPatel

    1. You can see the Quote number in order reference field on the order header. Also you can see the Quote number in the ORIG_SYS_DOCUMENT_REF column in the order header table(oe_order_headers_all).


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