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Flow of Setup in Order Management
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
Step 12
Step 13
Step 14
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
Step 19
19. Customers
Define information on your customers.
This step is required.
Step 20
Step 21
21. Sourcing
Define your sourcing rules for scheduling supply chain ATP functions.
This step is optional.
Step 22
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
This step is required if you plan on utilizing the functionality surrounding COGS.
Step 24
This step is optional. Several default values for processing constraints have been defined.
Step 25
Step 26
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
Step 30
30. Shipping
Define shipping parameters in Oracle Shipping Execution.
This step is required.
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