oracle quote to order
TRANSCRIPT
Go to Order Management Super user Responsibility
Double Click on Negotiation tab
Click on Quote
Quote Form
Provide Customer’s email id-This step is not required in vision
Quote-Providing Customer’s email id-This step is not required in vision
Quote – Option to provide free text
Quote – Option to provide free text
Quote – Option to provide free text
Quote – Option to provide free text
Quote –Details of Giving sales channel
Quote – Line Items
Quote – Line items
Quote – Line- Details to provide serial number details
Quote – Line- Details to provide serial number details
Quote – Line- Details to provide serial number details-This step is not required in vision
Quote – Line- Details to provide serial number details-This step is not required in vision
Quote - Lines
Quote- Order Information
Quote - Customer
Quote- Progress Quote
Quote-Submit Draft-Eligibile
Quote – Status –Change’s
Quote – Goes for Internal Approval
Quote_Approval
Quote –Status change
Quote-Status Change
Quote-Status
Quote-Status-Changed to Entered
Quote to Order
• Now we switch to Order Management.• Once the Quote status gets changed to
Entered.• Automatically Quote number becomes Order
number.• Here Our Quote number is 1036 and Order
number will be 1036 with same details
OM-Order Management Super user
OM-Order organizer screen
OM-Order Organizer
Order- Header Information
Order- Line items
Order – Line items -Shipping
Order-Book the Order
Order is booked
OM-Submit Workflow Background Process
OM-View Request -Submit
• Here we need to submit Requisition import program.
• This program will get Purchase Requisition Generated.
OM-Requisition Import program
Need to Wait till the program gets completed.
Order screen
Order – Purchase Requisition number
OM- Purchase We need to move purchasing Resp
Purchasing-Auto Create Screen
Purchasing -Auto create screen
Purchasing-Purchasing Order screen
Purchasing-Purchasing Order screen
Purchasing-Purchasing Order screen
Purchase order - Approval
Purchase Order -Approved
• Once Purchase order is Approved.• Wait for the confirmation from customer thatHe had received the product.Then follow the below steps
Purchase order – Receiving-Receipts
Purchasing Receiving Screen
Purchasing Receiving Screen
Order Managment
• After the Receiving is done in Purchasing Module.
• We need to go Order Management and run the Workflow Background process (Usually business has this program Auto Scheduled).
• After the Workflow Background process completes, Auto Invoice master program runs and generates Invoice.
Workflow Back ground program
Invoice Details
Invoice- Line item details
Order RMA Process
• Step 1: Open the Order number : 1036• Step 2: Go the Line items • Step 3: Enter the new line give the details of
qty in negative ( Like -5) which is being returned and give the reason.
RMA: Step1
RMA : Step2
RMA : Step3
RMA : Step3
RMA : Step3
End of the Slides
• This is the End