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Order Management Setup Checklist

1 Define Set of Books 2 Define Flexfields 3 Multiple Organization 4 Inventory Organizations 5 Profile Options 6 Parameters 7 Invoicing 8 Salespersons 9 Tax 10 Quick Codes 11 Workflow 12 Document Sequence 13 Order Import Sources 14 Units of Measure 15 Item Information 16 Items 17 Configurations 18 Pricing Formulas 19 Price Lists 20 Customer Class 21 Customers 22 Item Cross-Reference 23 Sourcing 24 Agreements 25 Transaction Types 26 Cost of Goods Sold (COGS) 27 Modifier and Freight Charges 28 Processing Constraints 29 Defaulting Rules 30 Credit Checking 31 Holds 32 Attachments 33 Shipping Setup

Key Profile Options in OM modules OM: Administer Public QueriesThis profile option defines which responsibility could create and update public queries. OM: Allow Negative PricingThis profile option defines if you can have a negative list price or selling price. OM: Apply Automatic AttachmentsThis profile option defines if rule-based attachments are applied with no user intervention. OM: Auto Push Group Date This profile option controls scheduling when a new line is inserted into an existing set. If the new line cannot be scheduled on the same date as the rest of the set, this profile is used. If the profile is set to Yes, the entire set will be automatically rescheduled. If the profile is set to No, an error will occur. You can change the dates or

quantities to make scheduling succeed. This profile option can be overridden for a parameter specific to customers or customer sites by setting a value in the Customer window. The default is Null that is equivalent to No. OM: Auto scheduleThis profile option defines the default setting of the use of autoscheduling. When set to Yes Order lines are scheduled automatically at the time of entry. If set to No, Order lines are not scheduled automatically at the time of entry. OM: Charging Privilege This profile option controls your ability to manually apply freight and special charges on an order or order line. Choices from: Full Access - You can modify and apply charges, but you cannot modify non-overridable charges. View Only Access - You can only view charges. Unlimited Access -You can modify and apply all charges including the non-overridable charges. OM: Context Responsibility for Upgraded OrdersThis profile option is used to set applications context for deferred activities on upgraded orders and order lines. OM: Credit Card PrivilegesThis profile option limits the amount of credit card information displayed in the Sales Orders window and limits who can perform manual or on-line authorizations. The authorization code and credit card number fields displays only the last four digits if the profile option is set to None or Limited. On-line and manual authorizations are allowed if this profile option is set to All or Limited. Choose from All, Limited, or None. OM: Credit Memo Transaction TypeThis profile option value is transferred to Receivables if no value is defined for the credit memo transaction type. OM: Cust Item Shows MatchesThis profile option defines whether Order Management defaults the Item with the highest ranking item or shows the list of all the matched Internal item numbers when a customer item number is used and that customer item is cross referenced to more than one internal item. OM: Customer Relationships This profile option defines whether Order Management honors customer relationships when entering bill-to and shipto locations for a customer on an order. (This profile option is currently used only in Order Management, and is not valid for any other Oracle Applications.) Order Management honors customer relationships for agreements and commitments regardless of this profile options setting. OM: Debug LevelThis profile option defines the level of debug messages printed in a log file. Level 3 prints all debug messages,

whereas Level 4 only prints a limited amount of debug messages. OM: Discounting PrivilegeThis profile option provides the choice of controlling users ability to apply discounts on an order or order line. Full - Ability to apply any valid discount against an order or order line, as long as the order type of the order does not enforce list prices. (Default value). Non-Over ridable Only - Ability to apply only non-overridable discounts against an order or order line. Unlimited - Ability to apply any valid discount against any order or order line, regardless of whether the order type of the order enforces list prices. OM: Estimated Authorization Validity PeriodThis profile option defines the estimated number of days a credit card authorization is assumed to be valid. The default value is 21 days. OM: GSA Discount Violation Action This profile option defines how you want the user notified when you define a discount that results in an item price less than the price on a GSA discount for the same price list. OM: Included Item Freeze MethodThis profile option defines the point in the orders status at which the included items from a configurations bill of material are added as lines on the order. OM: Inventory Stock Location This profile option defines the structure of the Oracle Inventory Stock Locator Flexfield used by Order Management in the Release Sales Orders For Picking and Shipping Transactions windows. This structure should be the same as the structure defined in Oracle Inventory. This profile option must be set for the Shipping Transactions window, and the Update Shipping Information program, to function properly. OM: Invoice Numbering MethodThis profile option defines whether or not the Invoicing activity generates invoice numbers based on the delivery name. OM: Invoice Source This profile option value is transferred to Receivables if the value is null for your transaction type. OM: Invoice Transaction TypeThis profile option value is transferred to Receivables if no value is defined for the transaction type. OM: Item Flexfield This profile option defines the structure of the Item Flexfield (System Items) used by Order Management. This structure should be the same across all applications in the same database. OM: Non-Delivery Invoice SourceThis profile option value is transferred to Receivables if the OM: Invoice Numbering Method profile option is set to

Delivery and the line is non-shippable. OM: Orders Purge Per Commit This profile option defines how many orders the purge process should purge before performing a commit. OM: Over Return ToleranceThis profile option indicates the percentage by which a return line can be over-received. Any value greater than or equal to zero (0) is a valid value. This profile option is set at the site level. Default value is zero (0). OM: Over Shipment Invoice BasisThis profile option defines whether to invoice the ordered quantity or the shipped quantity for an over shipment. This profile option can be overridden for the parameter specific to customers or customer sites by setting a value in the Customer window. Default value is Shipped. OM: Over Shipment Tolerance This profile option indicates the percentage by which an order line can be over-shipped. Any value greater than or equal to zero (0) is a valid value. This profile option is set at the site level. Default value is zero (0). OM: Payment Method for Credit Card TransactionsThis profile option is used by the credit card authorization process as default for the primary payment method if a specific customer does not have one. OM: Reservation Time Fence This profile option controls automatic reservations during scheduling. The profile option represents the number of days into the future that scheduling will reserve. The default value is Null which means that scheduling will not automatically reserve. This profile option is used during auto scheduling and also by the scheduling workflow activity and concurrent program to perform reservations. OM: Return Unfulfilled Referenced Line ActionThis profile option is used for returns to control return of unfulfilled lines. Default value is Allow. Choices from: Reject - Do not create return line if the reference line is non-fulfilled. Warning - Create return line with Warning if the referenced line is non-fulfilled. Allow - Create return line without Warning if the referenced line is non-fulfilled. OM: Return Item Mismatch Action This profile option controls what should occur if you try to change the item ID of a referenced return line. Choose from: Reject - Line processing is halted with an error message. Warning - Line processing is continued with a warning. Allow - Line processing continues with no warning or error. Default value is Allow. OM: Risk Factor Threshold for Electronic PaymentsThis profile option sets a threshold for determining whether a credit card authorization qualifies as a high risk.

Scores can range from 1 to 100, referring to a risk free authorization and 100 referring to a high risk authorization. If the score for a transaction exceeds this threshold, Order Management will put the order on a High Risk Hold. The default value is a score of 50. OM: Schedule Line on Hold This profile option controls whether scheduling will attempt to schedule lines that are on hold. The default value is Null, which is the equivalent to Yes. OM: Show Discount Details on Invoice This profile option defines whether the discount details are passed to Oracle Receivables for printing on an invoice. Default value is No. OM: Show Line DetailsThis profile option defines whether the line details of a model are displayed in the Sales Orders window. You can also toggle the display of line details using the Tools menu from the Sales Orders window. OM: Source Code This profile option identifies the source code that Order Management passes to Oracle Inventory during scheduling. The source code should be defined as the third segment of the Sales Order Flexfield to guarantee that each transaction is unique. OM: Under Return ToleranceThis profile option indicates the percentage by which a return line can be under-received for it to be considered fulfilled. Any value between zero (0) and 100 (both inclusive) is a valid value. This profile option is set at the site level. Default value is zero (0). OM: Under Shipment Tolerance This profile option indicates the percentage by which an order line can be under-shipped for it to be considered fulfilled. Any value between zero (0) and 100 (both inclusive) is a valid value. This profile option can be set only at the site level. Default value is zero (0).

OM: Unit Price Precision TypeThis profile option controls the display of Unit Selling Price field for sales order lines only. Select from: Standard: You will see at least two decimal places, up to a total of 20 decimal places. Extended: You see at least five decimal places, up to a total of 20 decimal places. The QP: Unit Price Precision profile controls how many decimal points you can use on a Price List for a rounding factor. OE: Validate Option Line Item This profile option controls whether customer enabled items are visible in the Options window. The default is Yes and it can be set at the Site or Application level. This will be a non-seeded profile option.

OM: Validate Standard Line ItemThis profile option controls whether customer enabled items are visible on the Sales Order line. The default is Yes and it can be set at the Site or Application level. This will be a non-seeded profile option. OM: View Cancel Lines This profile option controls the default value of the Cancel check box when sorting sales order lines within the Sales Order Lines Tab, Sort window. The default value is Yes. Select from: Yes: The Cancel check box will be automatically selected when sorting sales order lines within the Sales Order Lines Tab, Sort window. Cancelled order lines will not be displayed once the sort completes. No: The Cancel check box will not be selected when sorting sales order lines within the Sales Order window, Lines Tab sort window. Cancelled order lines will be displayed once the sort completes if you do not manually select the check box. OM: View Closed LinesThis profile option controls the default value of the Closed check box when sorting sales order lines within the Sales Order Lines Tab, Sort window. The default value is Yes. Select from: Yes: The Closed check box will be automatically selected when sorting sales order lines within the Sales Order Lines Tab, Sort window. Closed order lines will not be displayed once the sort completes. No: The Closed check box will not be selected when sorting sales order lines within the Sales Order window, Lines Tab sort window. Closed order lines will be displayed once the sort completes if you do not manually select the check box. OM: View Pricing/Availability Information in Related ItemsThis profile option controls the amount of information shown in the Related Items and Manual Substitutions window. The available options are: Pricing only, Availability only. Pricing and Availability, and None.