Thursday, August 25, 2016

Oracle Order Management Setups

Step 1 Flexfields : Define key and descriptive flexfields to capture additional information about or ders 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. See Overview of Inventory Structure, Oracle Inventory User?s Guide.

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. I f 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 th e same as your inventory source or your logical receiving organization, but you cannot use one organization for all three purposes. See Step 5 for setting your item validation organization. This step is required. See Overview of Inventory Structure, Oracle Inventory User?s Guide Defining Picking Rules, Oracle Inventory User?s Guide Setup Steps 2-8 Oracle Order Management Implementation Manual

Step 4 Profile Options : Define profile options to specify certain implementation parameters, processing options, and system options. This step is required. See Profile Options

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. See Payment terms, Oracle Receivables User?s Guide Invoice with Rules, Oracle Receivables User?s Guide Transaction Types, Oracle Receivables User?s Guide AutoAccounting, Oracle Receivables User?s Guide Territories, Oracle Receivables User?s Guide Invoice Batch Sources, Oracle Receivables User?s Guide Invoice Processing, Order Management User?s Guide Setup Steps Oracle Order Management Setup 2-9

Step 7 Salespersons : Define information on your sales representatives. This step is optional. See Salespersons, Oracle Receivables User?s Guide.

Step 8 Tax : Define tax features, such as codes, rates, exceptions, and exemptions. This step is required. See Overview of Tax, Oracle Receivables User?s Guide.

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 utiliz ation within Order Management. Defaulting values are provided. See Define QuickCodes

Step 10 Workflow : Define order and line processing flows to meet different order and line type requirements. This step is required. Setup Steps 2-10 Oracle Order Management Implementation Manual See Using Workflow in Order Management

Step 11 Document Sequences (Order Numbering) : Define Document Sequences for automatic or manual numbering of orders. This step is required. See Defining Document Sequences for Order Numbering

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. See Order Import

Step 13 Units of Measure : Define the units of measure in which you supply items. This step is required. See Defining Unit of Measure, Oracle Inventory User?s Guide.

Step 14 Item Information : Define item information, including item attribute controls, categories, and stat uses. Setup Steps Oracle Order Management Setup 2-11 This step is required. See Defining Item Attribute Controls, Oracle Inventory User?s Guide Defining Categories, Oracle Inventory User?s Guide Defining Item Status Codes, Oracle Inventory User?s Guide

Step 15 Items : Define the items that you sell, as well as container items. This step is required. See Overview of Item Setup and Control, Oracle Inventory User?s Guide.

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. See Primary and Alternate Bills of Material, Oracle Bills of Material User?s Guide.

Step 17 Pricing : Define price lists for each combination of item and unit of measure that you sel l. Optionally, you can define pricing rules and parameters to add flexibility. For more information about pricing setup and implementation, refer to the Oracle Advanced Pricing Implementation Manual. This step is required. Setup Steps 2-12 Oracle Order Management Implementation Manual See Basic Pricing Setup

Step 18 Customer Classes : Define customer profile classes. This step is required if you plan on using the functionality surrounding Custome r Profiles. Several defaulting values are provided. See Defining Customer Profile Classes, Oracle Receivables User?s Guide.

Step 19 Customers : Define information on your customers. This step is required. See Entering Customers, Oracle Receivables User?s Guide.

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 cr oss referencing. Several defaulting values have been provided. See Using Item Cross Referencing in Order Management Defining Customer Item Cross References, Oracle Inventory?s User?s Guide Defining Cross Reference Types, Oracle Inventory?s User?s Guide Setup Steps Oracle Order Management Setup 2-13

Step 21 Sourcing : Define your sourcing rules for scheduling supply chain ATP functions. This step is optional. See Setting up the Supply Chain, Oracle Advanced Supply Chain Planning User?s Guide

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 li nes, return lines, line types, workflow assignments, payment terms, and freight terms. This step is required. See Transaction Types Note: Previous versions of this user?s guide referred to Order Management Transaction Types as either transaction types or order or line transaction types. In an effort to distinguish between the various Oracle Transaction types available, Order Management Transaction types will now be referred to as either OM Order or Line Transaction Types. 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. Setup Steps 2-14 Oracle Order Management Implementation Manual

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 COG S. See Oracle Inventory User?s Guide.

Step 24 Processing Constraints : Define processing constraints to prevent users from adding updating, deleting, splitting lines, and cancelling order or return information beyond certain point s 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 be en defined. See Processing Constraints

Step 25 Defaulting Rules : Define defaulting rules to determine the source and prioritization for defaultin g 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 hav e been defined. See Order Management Defaulting Rules Setup Steps Oracle Order Management Setup 2-15

Step 26 Credit Checking : Define your credit checking rules. This step is required if you plan on performing any type of order credit checkin g. See Credit Cards and iPayment

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 ret urns. See Hold Management

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 additiona l order charges. See Freight and Special Charges Defining Freight Costs, Oracle Shipping Execution User?s Guide Profile Options Defining Freight Carriers, Oracle Shipping Execution User?s Guide

Step 30 Shipping : Define shipping parameters in Oracle Shipping Execution. This step is required. See Oracle Shipping Execution User?s Guide. Oracle Training Administration Users Please refer to the Oracle Training Administration User?s Guide for additional Order Management Setup Steps. See Using Oracle Training Administration with Order Management Oracle Process Manufacturing Users Please refer to the Oracle Process Manufacturing User?s Guide for additional Ord er Management Setup Steps.


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