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How To View A Quoting From A Submitted Related Sales Order Number. (Doc ID 429698.1)

Last updated on OCTOBER 16, 2019

Applies to:

Oracle Order Management - Version 11.5.10.2 to 11.5.10.3 [Release 11.5.10]
Information in this document applies to any platform.

Goal

A Client requirement is to have the functionality to view from the Sales Order form the Quoting
related with the submitted sales order. Otherwise Client wants to have the functionality to search
a Sales Order with the Quoting number in the Order Organizer form. Is it possible?


Find that you have a client that has a requirement to have the functionality to view from the
Sales Order form the Quoting related with the submitted sales order. Otherwise your client wants
to have the functionality to search a Sales Order with the Quoting number in the Order Organizer
form.

It should be noted that the quoting that I am searching for in the Sales Order Organizer is not
the Quote Number which is found on the Order Organizer find window which can be added via Folder
Tools to the Sales Order Header. Instead the Quote number in the Sales Order Organizer is the
Quote you create in the Quote form of Order Management Module at this time you are not using this
functionality at all. On the contrary the quoting number you are searching is the one you create
with the Quoting Sales Agent responsibility (Order Capture).

It should be noted that Quoting is creating with the responsibility 'Quoting Sales Agent'/Quoting
Sales Manager'.

You wish to have the following questions addressed:
1. Is there a standard way to view this information or add/create a
function in the 'Actions' button of the Sales Order form to allow you
to see the quote?

2. If question 1 is not possible then is there away to personalize the
Sales Order form with the personalization functionalists in order to
view the Quoting related with the Sales Order submitted?

3. Is there a way to add the 'View quoting number' form of Order
Capture in the sales Order form when you create a sales Order from
a Quoting number?

4. Or is this impossible to perform in the application at this time? In
other word does this functionality exist in the application?




Solution

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In this Document
Goal
Solution

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