Thursday, September 4, 2008

Flow of Setup in Order Management

Step 1

1. Flex fields
Define key and descriptive flex fields to capture additional information about orders and transactions.
This step is required for Key Flex fields, and optional if you plan on using the functionality surrounding Descriptive Flex fields. Several defaulting values are provided.

Step 2

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

Step 3

3. Inventory Organizations
Define inventory organizations (warehouses), parameters, sub inventories, 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. See Step 5 for setting your item validation organization.
This step is required.

Step 4

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

Step 5

5. Parameters
Set your Order Management Parameters to validate items, enable customer relationships, and operating unit defaults.
This step is required.

Step 6

6. Invoicing
Define invoicing information, including payment terms, invoicing and accounting rules, Auto accounting 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

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

Step 8

8. Tax
Define tax features, such as codes, rates, exceptions, and exemptions.
This step is required.

Step 9

9. Quick Codes
Define Quick Codes that provide custom values for many lists of values throughout Order Management.
This step is required if you plan on creating user defined Quick codes for utilization within Order Management. Defaulting values are provided.

Step 10

10. Workflow
Define order and line processing flows to meet different order and line type requirements.
This step is required.

Step 11

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

Step 12

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

13. Units of Measure
Define the units of measure in which you supply items.
This step is required.

Step 14

14. Item Information
Define item information, including item attribute controls, categories, and statuses.
This step is required.

Step 15

15. Items
Define the items that you sell, as well as container items.
This step is required.

Step 16

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

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

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

19. Customers
Define information on your customers.
This step is required.

Step 20

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

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

Step 22

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: 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.

Step 23

23. Cost of Goods Sold (COGS)
Set up your Cost of Goods Sold Accounting Flex field combination (COGS Account) in Oracle Inventory.

This step is required if you plan on utilizing the functionality surrounding COGS.

Step 24

24. Processing Constraints
Define processing constraints to prevent users from adding updating, deleting, splitting lines, and canceling 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

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

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

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

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

Step 29

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

30. Shipping
Define shipping parameters in Oracle Shipping Execution.
This step is required.

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THE ORDER OF SET UP FOR ORDER MANAGEMENT
1. WEARHOUSE
2. PAYMENT TERMS/TERMS
3. SALES PERSON
4. PRICELIST
5. CUSTOMER
6. CUST PO
7. ORDER TYPES

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