Quote object in COD

With this feature, users are able to see all quotes associated with an opportunity when looking at that opportunity in Oracle COD. Users will be able to edit any quote, not just the primary quote, from within an opportunity.
On opportunity page, there is a section ‘Quotes’ containing all the quotes related to opportunity. For each quote, its name, status, information whether it is primary, total amount etc. will be displayed in the table (what is displayed in the table will be defined by admin in COD). One of the quotes will be marked as primary (opportunity products, total amounts etc. are populated from the primary quote.).

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Figure A - Quote object in COD


Buttons available for users are:

  1. New Quote - When this button is clicked, CPQ application will be opened and users will be redirected to the landing CPQ page.
  2. ‘Clone Primary quote’ - When this button is clicked, CPQ application will be opened and user will be redirected to the quote that is created by copying opportunity primary quote.
  3. Edit quote - When user clicks on this link, CPQ application is opened and user is redirected to appropriate quote in CPQ.
  4. Copy Quote - When user clicks on this link, CPQ application is opened and user is redirected to appropriate quote in CPQ.

During the execution of ‘Create/Update Opportunity’ action, new quote object will be created in COD according to mappings defined in CPQ Setup → CRM Integration Setup → CRM Quote (condition for quote creation will be that mappings are defined in CPQ Setup).

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Figure B - Quote object in COD


In CPQ Setup→CRM Integration Setup, page CRM Quote will be allowed for COD integration. Admin will be able to define mappings for quote object:

  • CRM Quote Object Name - Name of object in COD (Custom object 04-15)
  • CRM Field For Persisting Quote Id
  • CRM Field For Persisting Quote Owner Id
  • CRM Field For Persisting Information About Primary Quote
  • CRM Field For Persisting Information About Quote Currency
  • Additional mapping fields

For more details see: CRM Quote

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