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Order management setup question

Reply from AswiniApps on 4/11/2009 9:25 AM


Hi,
*Step 1: Define Flexfields
*Define key and descriptive flexfields to capture additional information
about orders 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.
*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.
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.
This step is required.
*Step 4: Profile Options*
Define profile options to specify certain implementation parameters,
processing options, and system options. This step is required.
*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.
*Step 7: Salespersons*
Define information on your sales representatives. This step is optional.
*Step 8: Tax*
Define tax features, such as codes, rates, exceptions, and exemptions.
This step is required.
*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 utilization within Order Management. Defaulting
values are provided.

*Step 10: Workflow*


Define order and line processing flows to meet different order and line type
requirements. This step is required.
*Step 11: Document Sequences (Order Numbering)*
Define Document Sequences for automatic or manual numbering of orders. This
step is required.
*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.
*Step 13: Units of Measure*
Define the units of measure in which you supply items. This step is
required.
*Step 14: Item Information*
Define item information, including item attribute controls, categories, and
statuses. This step is required.
*Step 15: Items*
Define the items that you sell, as well as container items. This step is
required.
*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.
*Step 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: 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: Customers*
Define information on your customers. This step is required.
*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 cross referencing. Several defaulting values
have been provided.
*Step 21: Sourcing*
Define your sourcing rules for scheduling supply chain ATP functions. This
step is optional.
*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 lines, return lines, line types, workflow assignments, payment terms,
and freight terms. This step is required.
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: 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 COGS.
*Step 24: Processing Constraints*
Define processing constraints to prevent users from adding updating,
deleting,
splitting lines, and cancelling 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: 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: Credit Checking*
Define your credit checking rules. This step is required if you plan on
performing any type of order credit checking.
*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 returns.
*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 additional
order charges.
*Step 30: Shipping*
Define shipping parameters in Oracle Shipping Execution. This step is
required.