Step 1: Define Flexfields
Define key and descriptive flexfields to capture additional
information about orders and transactions.
This step is required for Key Flexfields, and optional if you plan
on using the
functionality surrounding Descriptive Flexfields. Several
defaulting values are
provided.
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.
This step is required.
Step 4: Profile Options
Define profile options to specify certain implementation
parameters, processing options, and system options. This step is required.
Step 5: Parameters
Set your Order Management Parameters to validate items, enable
customer
relationships, and operating unit defaults. This step is required.
Step 6: Invoicing
Define invoicing information, including payment terms, invoicing
and accounting rules, Autoaccounting parameters, territories, and invoice
sources.
This step is required 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.
This step is required.
Step 9: QuickCodes
Define QuickCodes that provide custom values for many lists of
values throughout Order Management. This step is required 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. This step is required.
Step 11: Document Sequences
(Order Numbering)
Define Document Sequences for automatic or manual numbering of
orders. This step is required.
Step 12: Order Import
Sources
Define sources for importing orders into Order Management. This
step is required 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. This step
is required.
Step 14: Item Information
Define item information, including item attribute controls,
categories, and statuses. This step is required.
Step 15: Items
Define the items that you sell, as well as container items. This
step is required.
Step 16: Configurations
Define the configurations that you sell. This step is required 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. This step is required.
Step 18: Customer Classes
Define customer profile classes. This step is required if you plan
on using the functionality surrounding Customer Profiles. Several defaulting
values are provided.
Step 19: Customers
Define information on your customers. This step is required.
Step 20: Item Cross
References
Define item cross references for ordering by customer part number,
UPC, or any generic item number. This step is required 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. This step is required.
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. This step is required 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. This step is required if you
plan on performing any type of order credit checking.
Step 27: Holds
Define automatic holds to apply to orders and returns. This step
is required 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.
This step is required if you plan on charging customers for freight or
additional order charges.
Step 30: Shipping
Define shipping parameters in Oracle Shipping Execution. This step
is required.
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