Negotiation Quotes - Offer Expiration Date and send notification prior to default value

The Flow for the Quote Offer Expiration process is like below:

->We can limit the validity of the Quote to a specific period and assign an offer expiration date. 

->The workflow updates status at expiration, and expired transactions may be purged. This date can be manually entered, or defaulted by using defaulting rules and selecting a defaulting condition for negotiation.

->If we select the system variable and enter sysdate+7, the expiration date will default 7 days from the current system date. Notifications can be generated prior to expiration. 

->An offer expiration date is necessary to ensure successful closure of a Quote in progress. Although this is an optional field, transactions which have not been manually processed to a lost status remain active until an expiration date is assigned. Dates entered are honored by workflow and when the date has passed the Quote automatically moves to a expired status in the workflow and becomes eligible for purge.

->When the Quote is due to expire, a notification can be generated that will be sent a variable number of days before the offer expires. Business needs to decide when the pre-expiration notification should be sent and we can assign a value accordingly to workflow item attribute for negotiation (OENH) item type.
e.g. if quote expires in 10 days and notification should be sent 2 days before expiration, Pre-Expiration Time Percentage (PRE_EXPIRE_TIME_PERCENT) attribute should beset to 20% (20% of 10 days => 2 days). This setup is not needed if default of 10% is fine i.e. by default, notification will be sent 1 day prior if quote is to expire in 10 days.

To alter the defaul time for notification to be sent, below steps need to be followed:

1. Open the Oracle Workflow Builder Tool for 'OM Negotiation Header (OENH)' item type and navigate to 'XX Offer Expiration - Negotiation' sub-process under 'XX Negotiation Flow - Generic with Approval' runnable process. 

2. Under this sub-process, for the first most activity 'Assign', open its property palette, and click on the 'Node Attributes' tab. 

3. For Item attribute 'Pre-Expiration Time Percentage', please change its 'Numeric Value' from 10 to 90 (as per their business) 

4. Apply and save the changes. 

5. Now launch Oracle Applications and using this workflow process, please create one negotiation flow. 

The same can be cross-verified through following read only sql statements -
 
 select  item_type, name, number_default
  from wf_item_attributes
  where   item_type = 'OENH'
  and     name      = 'PRE_EXPIRE_TIME_PERCENT'; 

  select item_type, item_key, name,  number_value
  from   WF_ITEM_ATTRIBUTE_VALUES
  where  item_type = 'OENH'
  and    item_key  = '&Enter_header_id'
  and    name = 'PRE_EXPIRE_TIME_PERCENT';

Posted in: Functional,Oracle Notebook,Order Management