OM Setup Document in R12.2

6/14/23, 5:55 PM Oracle Order Management Setup Document in R12.
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6/14/23, 5:55 PM Oracle Order Management Setup Document in R12.2 – Doyensys Blog
Description
The Oracle Order Management Application provides many flexible features enabling
you to set up your system to begin processing order information. You must define
your business order policies, such as how you classify your orders, as well as
various control features prior to processing orders within the application.
Definition:
Oracle Order management is one of the most important part of the oracle EBS. The Order
Management Application provides many flexible features enabling you to set up your
system to begin processing different types of sales order.
In this document we are going to see the basic setups of Order management in Oracle EBS
R12.
Few of the information that is required while setting up Oracle Order Management is shared
through other modules like System Administrator for enabling profile options, Oracle
Pricing Manager for Price List setup.
Firstly let’s add the Order Management Super User Responsibility to the User
Definition:
Oracle Order management is one of the most important part of the oracle EBS. The Order
Management Application provides many flexible features enabling you to set up your
system to begin processing different types of sales order.
In this document we are going to see the basic setups of Order management in Oracle EBS
R12.
Few of the information that is required while setting up Oracle Order Management is shared
through other modules like System Administrator for enabling profile options, Oracle
Pricing Manager for Price List setup.
Firstly let’s add the Order Management Super User Responsibility to the User
Invoking: System Administrator→Security→Responsibility→Define
Now let’s add the responsibility to the user
Invoking : System Administrator→Security→User→Define
Run replicate seed data as below
Invoking: System Administrator→View→Request→Submit New Request
Now if switch the responsibility to order management and try to invoke Sales Order or
Sales Agreement it won’t allow us to process, it will prompt an error as below.
Order Management→Orders, Returns→Sales Orders
In order to enable these functionalities we have to follow mandatory setups as below.
Prerequisites:
Profile Options
System Options
System Parameters
Shipping Parameters
Transaction Types
Document Sequence / Assignment
Price List
Customers
STEP 1: PROFILE OPTIONS
For any module profile options is a mandatory setup which has to be followed.
Invoking: System Adminitrator→Profile→System
In Profile field enter these features:
%GL%Led%NA%
%HR%User%, %HR%Sec%, %HR%Bus%
%MO%Oper%Unit%, %MO%Defaul %, %MO%Sec%
So that the final output will appear as below.
STEP 2: SYSTEM PARAMETERS
We have to enable our Inventory in Item validation Organization
Invoking: Order Management→Setup→Shipping Parameters→Define
Query for Item validation Organization and provide the inventory organization you
prefer to connect and save the form.
STEP 3: SHIPPING PARAMETER
Invoking: Order Management→Setup→Shipping→Shipping Parameters
Provide the details as below for corresponding tabs in Shipping Parameters
Here in below dialog box, the sub inventory is BANGLORE so that it will be the default
staging for the goods.
Auto create Deliveries
What happens if selected?
Pick release automatically creates deliveries based on the delivery grouping rules and assigns
delivery lines to them. When pick releasing, the Auto create Deliveries check box in the pick
release form defaults to this parameter setting if you enter a warehouse. If you do not enter
a warehouse, pick release uses this parameter setting from the organization of the
warehouse on each sales order line.
What happens if Cleared?
Pick release does not automatically create deliveries.
Auto Allocate check boxes
What happens if Selected?
Pick release creates move orders and automatically allocates them.
What happens if Cleared?
Pick release creates move orders. You must manually allocate the order lines using the
Inventory Transact Move Orders window.
Save and close the form above.
STEP 4: SYSTEM OPTIONS
Here we are going to connect general Ledger and Operating Unit.
Invoking: Order Management→Setup→Customers→System Options
If we have single operating unit it will show as default as below, if multiple please select
any one of your choice.
In case the Operating Unit doesn’t show up, indicates that there is the problem with
your multiorg.
Check completely the multiorg setups to solve it.
Provide the general ledger name in NAME field and account details in the account fields
respectively.
STEP 5: TRANSACTION TYPES
Lets create a new Transaction type which are used to associate workflows for various
phases of sales order processing.
Invoking: Order Management→Setup→Transation Types→Define
Below dialog box appears.
Enter either Order or Return for the Order Category depending on whether your new
line type is for sales lines or return lines.
The value Mixed is selected for order type which can contain both sales order and
return lines.
Let’s create a Transaction Line as order for understanding.
And Transaction Type as below.
Order Category: Order
Sales Document Type: Sales Order
Transaction Type Code: ORDER
Fullfillment Flow: Order Flow – generic
Effective Date: Today
Default Transaction Phase : Fullfillment
In shipping tab mention the below details as well.
Click on assign line Flows
Line Type: Attach the Line created.
Process Names: Line Flow – Generic as below.
Click on Validate Workflows, a concurrent program runs on the background and save
the dialog box.
STEP 6: DOCUMENT SEQUENCE & ASSAIGING
Let’s create a sequence for a document which will be followed for the sales order.
Invoking: Order Management→Setup→Documents→Define
Assigning:
Invoking: Order Management→Setup→Documents→Assign
Mention the transaction type and sequence name we created.
STEP 7: PRICE LIST
In oracle R12 in order to create a price list we have to add new responsibility called
Oracle Pricing Manger, hence create a new responsibility from system administrator-
security define and assign to the user as below.
Now switch the responsibility to Oracle Pricing Manager→Price List→Price List Setup
Make sure the below Profile Options before creating the Price List
Profile Options:
QP: Pricing Transaction Entity = Order Fulfillment
QP: Source System Code = Oracle Pricing
Here the product attribute feature updates the priority depending upon the Item
Category, Item Number, All Items etc., depending on which the price will be taken.
Save and close the dialog box.
STEP 8: Creating CUSTOMERS
Lets create a customer for our sales order
Order Management→Customers→Standard
The below dialog box opens.
Click on the create button below.
Name any organization of your choice.
And account type as Internal.
Provide a valid address as below.
Save the box and add the same address or any other for your Ship to address as well.
Click on apply which completes customer creation.
Now we are all set to go, open the sales order
Invoking: Order Management→Orders, Returns →Sales Order
The below screen will appear, from which you can book, release and ship confirm sales
order.
The Oracle Order Management Application provides many flexible features enabling
you to set up your system to begin processing order information.
This completes the setup procedure for Order Management
Summary
This profile option determines which users who can access the Order
Management Add Customer window to enter customers, customer
addresses, and customer contact information.
queries?
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6/14/23, 5:55 PM Oracle Order Management Setup Document in R12.

Invoking: System Administrator→Security→Responsibility→Define

Now let’s add the responsibility to the user

Invoking : System Administrator→Security→User→Define

Run replicate seed data as below

Invoking: System Administrator→View→Request→Submit New Request

Order Management→Orders, Returns→Sales Orders

In order to enable these functionalities we have to follow mandatory setups as below.

Document Sequence / Assignment

STEP 1: PROFILE OPTIONS

Invoking: System Adminitrator→Profile→System

In Profile field enter these features:

%HR%User%, %HR%Sec%, %HR%Bus%

%MO%Oper%Unit%, %MO%Defaul %, %MO%Sec%

So that the final output will appear as below.

STEP 2: SYSTEM PARAMETERS

We have to enable our Inventory in Item validation Organization

Invoking: Order Management→Setup→Shipping Parameters→Define

STEP 3: SHIPPING PARAMETER

Invoking: Order Management→Setup→Shipping→Shipping Parameters

Provide the details as below for corresponding tabs in Shipping Parameters

Auto create Deliveries

What happens if selected?

What happens if Cleared?

Pick release does not automatically create deliveries.

Auto Allocate check boxes

What happens if Selected?

Pick release creates move orders and automatically allocates them.

What happens if Cleared?

Save and close the form above.

STEP 4: SYSTEM OPTIONS

Here we are going to connect general Ledger and Operating Unit.

Invoking: Order Management→Setup→Customers→System Options

Check completely the multiorg setups to solve it.

STEP 5: TRANSACTION TYPES

Invoking: Order Management→Setup→Transation Types→Define

Below dialog box appears.

Let’s create a Transaction Line as order for understanding.

And Transaction Type as below.

Order Category: Order

Sales Document Type: Sales Order

Transaction Type Code: ORDER

Fullfillment Flow: Order Flow – generic

Effective Date: Today

Default Transaction Phase : Fullfillment

In shipping tab mention the below details as well.

Click on assign line Flows

Line Type: Attach the Line created.

Process Names: Line Flow – Generic as below.

STEP 6: DOCUMENT SEQUENCE & ASSAIGING

Invoking: Order Management→Setup→Documents→Define

Invoking: Order Management→Setup→Documents→Assign

Mention the transaction type and sequence name we created.

STEP 7: PRICE LIST

QP: Pricing Transaction Entity = Order Fulfillment

QP: Source System Code = Oracle Pricing

Save and close the dialog box.

STEP 8: Creating CUSTOMERS

Lets create a customer for our sales order

The below dialog box opens.

Click on the create button below.

Name any organization of your choice.

And account type as Internal.