Saranraj Rajakumar Oracle Apps Blog: Order Management Setups

Basic Setups of Order Management

1.  System Parameter
2. Profile Setup
3. System Option
4. Transaction Type
5. AR Transaction Type
6. AR Transaction Source
7. Auto Accounting Setup
8. Documents
9. Assign Document
10.  Grants and Roles Definition
11. Document Set
12. Pick Slip Grouping Rule
13.  Release Sequence Rule
14. Define Processing Constraints
15. Defaulting Rules
16.  Define a Sales Person
17.  Define Price List
18. Shipping Parameter
19.  Ship Confirm Rule

20. Remit to Address

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1. System Parameter

Navigation: Order Management : Setup: System Parameter : Values

Item Validation Organization: Define Item Master Organization

Audit Trail : Enable when Order is Booked

2. Profile Setup

Navigation: System Administrator : Profile :System

QP: Item Validation Organization: Set Item master organization
QP: Source System Code: Oracle Pricing
QP: Pricing Transaction Entity: Order Fulfilment

Sequential Numbering: Partially Used

N Note: If IMO is not listed in the QP :Item Validation Organization then setup up the profile : HR: Cross Business Group To Yes at Site Level

3. System Option

Navigation: Order Management : Setup : Customer : System Option

Accounting Tab: Define Realized gain, loss, and Tax account

Trans and Customers Tab: Grouping Rule name should be attached.

Claims

Miscellaneous Tab: Discount basis can be given

4. Transaction Type

1.Transaction Types are used to associate workflows for various phases of sales document (sales orders or sales agreements) processing. You can also associate various values like transaction phases, layout templates, approvers to a transaction type and these will be defaulted on the sales order or sales agreement
Navigation: OM > Setup> Transaction Types
Order Category = Mixed, Order , Return
Mixed : Both sales and RMA can be done
Order : Only sales can be done
Return : Only RMA can be done

2. Create Line Type
Sales document type = Sale order / Sale agreement
3. Create Order Type and attach the line type
Assign the line type to the order type
Validate workflow for the order type
4. Main Tab
Price cannot be modified in SO if the price list check box is enabled
5. Shipping Tab
Warehouse, Schedule, FOB, Source Type, Freight terms can be given
Invoicing Rule and Source to be given. Receiving transaction type is mandatory.

Continue..

5. AR Transaction Type

Navigation: AR>Setup >Transactions
Define the transaction type and sources

Continue..

6. AR Transaction Source

Navigation: AR >Oracle Receivables >Setup >Transactions >Sources

Continue..

7. Auto Accounting Setup

Navigation: Oracle Receivables >Setup >Transactions>Auto Accounting
Do Auto Accounting set for all the Type, Value to be defined as Transaction Type

Continue..

8. Documents

This is used to define document numbering sequence for the order type created.

Navigation: Order Management > Setup > Documents > Define

9. Assign Document

Navigation: Order Management > Setup > Documents > Assign
1. Assign Sequence to Application, Order category and Ledger
2. Method = Automatic / Manual

Continue..

10. Grants and Roles Definition

Role Creation:
Navigation: Order Management > Setup > Shipping > Grants and Roles Definition > Define Role
Data Access: Edit/View/None to be defined. Disable all & Enable all option available.
Tabs with actions: Trips, Stops, Deliveries, Lines, General and Message
Note: Use the seeded upgrade role
Grant Role:
Navigation: Order Management > Setup > Shipping > Grants and Roles Definition > Grants
Assign the role to the login

Continue..

11. Document Set

Document set name to be defined for Pick Release and Usage is Pick Release
Navigation: Order Management > Setup > Shipping > Documents > Document Set

Continue..

12. Pick Slip Grouping Rule

Navigation: Order Management > Set Up > Shipping > Picking > Define Pick slip grouping rule

13. Release Sequence Rule

Navigation: Order Management > Shipping > Picking > Define Release Sequence Rule

14. Define Processing Constraints

It is used to restrict the fields in Sales Order (both header and lines) from update/create/delete
Navigation: Order Management > Setup > Rules > Security > Processing constraints

15. Defaulting Rules

It is used to define required attributes to be enabled and defaulting field conditions
Application: Order Management
Entity: Line payment, Order Header, Order Line and Order payment
Navigation: OM >Setup >Rules >Defaulting