Oracle Applications

OM Setup steps:

1.1 Define System Parameter

Responsibility: OM SUPERUSER XXX

Navigation: Setup >> System parameters >> Values

1.2 Define Release sequence Rule

Navigation: Setup >> Shipping >> Picking >> Define Release sequence Rules

1.3 Define Pick Slip Grouping Rules

Navigation: Setup >> Shipping >> Picking >> Define Pick Slip Grouping Rules

1.4 Define Ship Confirm Rules

Navigation: Setup >> Shipping >> Ship confirm Rules

 

1.5 Define Shipping Parameter

Navigation: Setup >> Shipping >> Shipping Parameters

This setup you have to do for all the Inventory Organization from where you need to ship material for sales.

General TAB:

Pick Release TAB:

 

Shipping Transaction TAB:

Delivery TAB:

 

1.6 Define Document Set:

Navigation: Setup >> Shipping >> Documents >> Document Sets

1.7 Define Shipping Roles: This is required for what are the actions the shipper of your organization can perform.

Navigation: Setup >> Shipping >> Grants and Role Definitions >> Define Roles

 

1.8 Assign Grants: This is required to grants the person we can perform the shipping transaction

Navigation: Setup >> Shipping >> Grants and Role Definitions >> Grants

 

1.9 Define Transaction Type (Order Type)

Navigation: Setup >> Transaction Types >> Define

This is the major setup for an order to flow through different stage.

For this you need to define the line type. Navigation for define Line type is same as Order type. Screen shot showing setup for line type.

MAIN TAB:

SHIPPING TAB:

FINANCE TAB:

Defining Order Type Screenshot:

MAIN TAB:

SHIPPING TAB:

FINANCE TAB:

ASSIGN LINE FLOWS:

APPROVAL LIMIT SETUP:

Go to DFF in the Transaction type setup form and assign the discount approval limit. Screen shot shown below:

1.10 Define Document: This is required for automatic Order Number generation.

Navigation: Setup >> Documents >> Define

1.11 Assign Document Sequence: This is required to decide, which are the Order types will follow the same sequence

Navigation: Setup >> Documents >> Assign

DOCUMENT TAB:

ASSIGNMENT TAB:

1.12 Define Credit Check Rules:

Navigation: Setup >> Credit >> Define Credit Check Rules

OPTION TAB:

EXPOSURE TAB:

1.13 Define Payment Terms (For Customer)

Navigation: Setup >> Orders >> Payment Terms

Click on the discount Button and provide the discount bucket for automatic cash discount:

1.14 Define Order Holds

Navigation: Setup >> Orders >> Holds

After defining the Holds please assign all the responsibility who are authorized to release the holds. Screen shot showing above. HOLD DFF setup for automatic discount holds customization. Screen shot shown below:

India Localization Setup in Order Management:

2.1 Define Bond Register:

Navigation: India local Order Management >> Set up >> Register >> Define Bond Register

Here at the time of doing the setup first you have to choose Register Type.

And then under this you have to assign all the Order type which follows that register type. Please note that each register type will follow separate excise Invoice number series.

2.2 Define Taxes:

Navigation: India local Order Management >> Set up >> Tax >> Taxes

Screen shot for define Tax screen shown below:

Please note the following carefully at the time of defining the taxes:

Type of taxes:

LOV will show all the type of taxes like Basic Excise, CST, Sales Tax, Custom Duty etc.

Account:

On which account tax value will show in AR & GL.

Credit Percentage:

For taking the cenvet decision against that tax.

1.3 Define Tax Category:

Navigation: India local Order Management >> Set up >> Tax >> Tax categories

This setup is to group different type of taxes in a category. Then you can apply this category instead of apply the tax one by one in each single line.