Wednesday, March 28, 2012

Oracle Order Management Setup Steps

Step 1: Define Flexfields
Define key and descriptive flexfields to capture additional information about orders and transactions.
 for Key Flexfields, and optional if you plan on using the
functionality surrounding Descriptive Flexfields. Several defaulting values are

Step 2: Multiple Organizations
Define multiple organizations in Oracle Inventory. This step is optional.

Step 3: Inventory Organizations

Define inventory organizations (warehouses), parameters, subinventories, and
picking rules in Oracle Inventory. You must define at least one item validation organization and at least one organization that acts as an inventory source for orders fulfilled internally. 

If you plan to drop ship some orders, you must also define at least one logical
organization for receiving purposes. Your item validation organization can be the same as your inventory source or your logical receiving organization, but you cannot use one organization for all three purposes. 

Step 4: Profile Options
Define profile options to specify certain implementation parameters, processing options, and system options. .

Step 5: Parameters
Set your Order Management Parameters to validate items, enable customer
relationships, and operating unit defaults. .

Step 6: Invoicing
Define invoicing information, including payment terms, invoicing and accounting rules, Autoaccounting parameters, territories, and invoice sources.
 if you plan on transferring invoicing information to Oracle
Receivables. Several defaulting values are provided.

Step 7: Salespersons
Define information on your sales representatives. This step is optional.

Step 8: Tax
Define tax features, such as codes, rates, exceptions, and exemptions.

Step 9: QuickCodes
Define QuickCodes that provide custom values for many lists of values throughout Order Management.  if you plan on creating user defined Quickcodes for utilization within Order Management. Defaulting values are provided.

Step 10: Workflow
Define order and line processing flows to meet different order and line type
requirements. .

Step 11: Document Sequences (Order Numbering)
Define Document Sequences for automatic or manual numbering of orders. .

Step 12: Order Import Sources
Define sources for importing orders into Order Management.  if you plan on importing orders or returns into Order Management.

Step 13: Units of Measure
Define the units of measure in which you supply items. .

Step 14: Item Information
Define item information, including item attribute controls, categories, and statuses. .

Step 15: Items
Define the items that you sell, as well as container items. .

Step 16: Configurations
Define the configurations that you sell.  if you plan on generating orders or returns for configured items. Several defaulting values are provided.

Step 17: Pricing
Define price lists for each combination of item and unit of measure that you sell. Optionally, you can define pricing rules and parameters to add flexibility. .

Step 18: Customer Classes
Define customer profile classes.  if you plan on using the functionality surrounding Customer Profiles. Several defaulting values are provided.

Step 19: Customers
Define information on your customers. .

Step 20: Item Cross References
Define item cross references for ordering by customer part number, UPC, or any generic item number.  if you plan on using the functionality surrounding item cross referencing. Several defaulting values have been provided.

Step 21: Sourcing
Define your sourcing rules for scheduling supply chain ATP functions. This step is optional.

Step 22: Order Management Transaction Types (Order and Line Types)
Define Order Management transaction types to classify orders and returns. For each order type, you can assign a default price list, defaulting rules, order lines, return lines, line types, workflow assignments, payment terms, and freight terms. .

Note: Order Management provides NO seeded OM transaction types. For existing Oracle Order Entry customers, Order Management will update existing Order Types to OM transaction type during the upgrade process.

Step 23: Cost of Goods Sold (COGS)

Set up your Cost of Goods Sold Accounting Flexfield combination (COGS Account) in Oracle Inventory.  if you plan on utilizing the functionality surrounding COGS.

Step 24: Processing Constraints

Define processing constraints to prevent users from adding updating, deleting,
splitting lines, and cancelling order or return information beyond certain points in your order cycles. Use the constraints Order Management provides, which prevent data integrity violations, or create your own. This step is optional. Several default values for processing constraints have been defined.

Step 25: Defaulting Rules

Define defaulting rules to determine the source and prioritization for defaulting order information to reduce the amount of information you must enter manually in the Sales Orders window. This step is optional. Several Defaulting rules and corresponding values for have been defined.

Step 26: Credit Checking

Define your credit checking rules.  if you plan on performing any type of order credit checking.

Step 27: Holds

Define automatic holds to apply to orders and returns.  if you plan on performing automatic hold for orders or returns.

Step 28: Attachments
Define standard documents to attach automatically to orders and returns. This step is optional.

Step 29: Freight Charges and Carriers
Define freight charges and freight carriers to specify on orders.  if you plan on charging customers for freight or additional order charges.

Step 30: Shipping
Define shipping parameters in Oracle Shipping Execution. .

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