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Quote Transaction Phase Is Being Changed From Negotiation To Fulfillment (Doc ID 459124.1)

Last updated on FEBRUARY 08, 2021

Applies to:

Oracle Order Management - Version 11.5.10.0 to 12.1 [Release 11.5.10 to 12.1]
Information in this document applies to any platform.

Symptoms

When entering a quote, the Transaction Phase defaults into the form as 'Negotiation', but after
you select the quote Order Type and tab, the Transaction Phase defaults as 'Fulfillment.'

Setups:
The Profile is not set at any level: OM: Default Sales Transaction Phase

Using the seeded Defaulting Rules at order header for 'Transaction Phase':
1. Application Profile: OM: Default Sales Transaction Phase
2. Related Record: Order Type: Default Transaction Phase

EXPECTED BEHAVIOR
Expect that the Transaction Phase defaults into the form as 'Negotiation'.

-- Steps To Reproduce:
The issue can be reproduced at will with the following steps:
1. Order Management Super User > Negotiation> Quote
2. Show the field 'Transaction Phase' = Negotiation
3. Order Type > Select the quote order type > tab out of the field
4. Results: 'Transaction Phase' = Fulfillment


Cause

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In this Document
Symptoms
Cause
Solution

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