OM-Om Setups

Steps Contents Use
1 System Profiles Both

2 System Parameters Local (OU)
3 Flexfeild Local (OU)
4 Line Transaction Type Local (OU)
5 Assign workflow Local (OU)
6 Transaction Types Local (OU)
7 Document Sequence Local (OU)
8 Assign Document Sequence Local (OU)
9 Document Set -NOT USED Local (OU)
10 Pick Slip Group Rule Local (OU)
11 Pick Release Rules Local (OU)
12 Ship Confirm Rule Local (OU)
13 Pick Release Form Local (OU)
14 Roles definition and Grants Local (OU)
15 Grants Local (OU)
16 Defaulting Rules Global
17 Shipping Parameter Local (OU)
18 Holds Both
19 Holds Definitions Both
20 Sales Person Local (OU)
21 Price List Local (OU)
22 Modifier List Local (OU)
23 Credit Rule Both
24 Processing Contraint Both
25 Lookup Both
26 Freight Term Both
27 Shipping Methond Both
28 Container Local (OU) Only for Marin
Remarks
Completed
Completed
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Completed
s
Responsibility System Administrator
No Change for Wuhan
Profile Options Site
OM: Add Customer None
OM: Add Customer (Order Import) None
OM: Administer Public Queries Yes
OM: Allow model fulfillment without configuration No
OM: Apply Automatic Attachments Yes
OM: Assign New Set For Each Line No
OM: Authorized To Override ATP Yes
OM: Auto Push Group Date Yes
OM: AutoSchedule No
OM: Automatically Open Related Items Window Yes
OM: Cascade Service Yes
OM: Change SO Response Required Yes
OM: Charges For Backorders Yes
OM: Charges for included item Yes
OM: Charging Privilege
OM: Commitment Sequencing Yes
OM: Configuration Quick Save No
Sales Orders: Agent Actions
OM: Contact Center Actions Menu Name
OM: Context Responsibility for Upgraded Orders

OM: Copy Model dff to child lines No
OM: Create Account Information None
OM: Credit Card Privileges Yes
OM: Cust Item Shows Matches No
OM: Customer Service Feedback
OM: Customer Service Report Defect
OM: DBI Installation No

OM: Debug Level 0
OM: Debug Log Directory /appslog/devsrv_top/utl/seed120/out
Fulfillment
OM: Default Sales Agreement Transaction Phase

OM: Default Sales Agreement Type
OM: Default Sales Transaction Phase Fulfillment

OM: Default Salesrep No Sales Credit
OM: Discounting Privileges
No
OM: Display Current Selections in Pricing/Availability
OM: E-Mail Required on New Customers No

OM: Electronic Message Integration Event Sources
Button
OM: Display Actions Button vs. Poplist
OM: Enable Group pricing for DSP lines Yes

OM: Enable Related Items and Manual Substitutions No
OM: Enforce Shipping Method for Ship Sets Yes
OM: Generic Update Constraints Apply to DFF? Yes
OM: Generate credit for rejected returns No
OM: Import Multiple Shipments
OM: Included Item Freeze Method Booking
OM: Interface freight tax code from line
OM: Invoice Numbering Method Automatic
OM: Item Flexfield System Items
OM: Item View Method Description
OM: List Price Override Privilege
OM: Modify Seeded Holds No
OM: Negative Pricing No
OM: New EDI Acknowledgment Framework No
OM: Non-Delivery Invoice Source
OM: Notification Approver
OM: Order Accept State for XML Booked
OM: Orders Purge Per Commit 100
OM: Over Return Tolerance 0
OM: Over Shipment Tolerance 0
OM: Party Totals Currency US Dollar
OM: Population Of Buyer Code For Dropship Lines Order Creator
OM: Preinsert Manual Adjustments N0
OM: Preserve External Credit Balances
OM: Prevent Booking for Line Generic Holds Yes
OM: Printed Document Extension Class Name
OM: Promotion Limit Violation Action Place order on hold when any violation occurs
OM: Quick Sales Order Form: Auto Refresh Line
OM: Quick Sales Order Form: Defer Pricing No
OM: Reservation Time Fence
N
OM: Records On Summary Page For External Users

OM: Restrict Customer Items for Line Level Ship To No
Address
OM: Return Item Mismatch Action
OM: Return Unfulfilled Referenced Line Action
OM: Run Order Import for XML
OM: Sales Order Form: Cascade Header Changes to Line
OM: Sales Order Form: Refresh Method (Query

Coordination)
OM: Sales Order Form: Restrict Customers Global Organization
Ask
OM: Sales Order navigation from Pricing/Availability form
OM: Sales Orders Form preference Sales Orders
OM: Schedule ATO Item Without BOM
OM: Scheduling Role

Yes
OM: Send Acknowledgment for Change PO Response
OM: Send Changed Lines to Pricing Yes

OM: Sequence for TP Ship/Deliver Deadline Schedule Date (Ship or Arrival)
No
OM: Set Receivables Transaction Date as Current Date
for Non-Shippable Lines
OM: Show Line Details

OM: Show Process Messages Flag
OM: Source Code ORDER ENTRY
OM: Source Code2-1 ORDER ENTRY
OM: Source for TP Early Ship/Deliver Date Same Date as Ship / Deliver Deadline
Period
OM: UOM Class for Charge Periodicity
OM: Under Return Tolerance 0

OM: Under Shipment Tolerance 0
OM: Unique Order Source, Orig Sys Document Ref
Combination For Each Customer
OM: Use Configurator Yes
OM: View Cancel Lines Yes
OM: View Closed Lines Yes
OM: View Pricing & Availability Information in Related Both
Items
Yes
OM:Enforce Check For Duplicate Purchase Order
OM:Generate Diagnostics for Error Activities Yes

OM:Unit Price Precision Type
Profile Option Site
QP: Accrual UOM Class Quantity
QP: Accumulation Attributes Enabled No
QP: Administer Public Queries
QP: Allow Buckets For Manual Modifiers Yes
QP: Allow Duplicate Modifiers Yes
QP: Batch Size for Bulk Import 1000
QP: Blind Discount Option Yes
QP: Break UOM Proration Allowed
QP: Build Attributes Mapping Options Map all attributes
QP: Cache Max Size for Java Pricing Engine
QP: Cache Mode for Java Pricing Engine
QP: Cross Order Volume Period1
QP: Custom Sourced No
QP: Debug Request Viewer Off
QP: E-mail - From Address
QP: Get Custom Price Customized No

QP: High Volume Order Processing Compliance No
QP: Inbound XML Messaging Responsibility
QP: Insert Formula Step Values into Temp Table No

QP: Inventory Decimal Precision 10
QP: Item Validation Organization GLOBAL
QP: JAVA PRICNG ENGINE SUPPORT
QP: Java Engine Log Filename
QP: Java Pricing Engine Log Enabled
QP: Java Pricing Engine Log File
QP: Java Pricing Engine Log Module
QP: Java Pricing Engine Log Path
QP: Java Pricing Engine Logging Level
QP: Java Pricing Engine Maximum of Status Requests 240
QP: Java Pricing Engine Status Request Interval 15
QP: Java Pricing Engine URL http://webisstg71.cummins.com:8025/OA_HTML/pricing
QP: Java Pricing Engine threshold of request lines 1500

QP: Licensed for Product
QP: Limit Exceed Action Hard - Adjust Benefit Amount
QP: Line Volume UOM Code
QP: Line Weight UOM Code
QP: Modifier Find Window - Show records No
QP: Multi Currency Installed No
QP: Multi Currency Usage
QP: Negative Pricing No
QP: Pass Qualifiers to Get_Custom_Price API
QP: Price Rounding Enforce Price List Rounding Factor
QP: Pricing Engine Type Java Engine
QP: Pricing Party Hierarchy Type
QP: Pricing Perspective Request Type Order Management Order
QP: Pricing Transaction Entity Order Fulfillment
QP: Promotional Limits Installed No
QP: Qualify Secondary Price Lists No
QP: Return Manual Discounts Yes
QP: Satisfied Qualifiers Option Yes
QP: Security Control ON
QP: Security Default Maintain Privilege Operating Unit
QP: Security Default ViewOnly Privilege Operating Unit
QP: Selling Price Rounding Options Individual: = round(listprice) + round(adj)
QP: Set Request Name Oracle
QP: Source System Code Oracle Pricing
QP: Time UOM Conversion Standard
QP: UTL_HTTP TRANSFER TIMEOUT 60
QP: Unit Price Precision Type Standard
QP: Valueset Lookup Filter Yes
QP: Verify GSA Violations No
MO: Default Operation unite
Application Responsibility
Full Access
No Sales Credit
Full Full
Unlimited Access
Warning
Warning
Automatic
Automatic Refresh With Repositioning Of Cursor
Current Organization
CSR and Scheduler
Yes
Yes
Extended Extended
Application Responsibility
item master organization

Yes
Order Management Order
CCI Operations unite (Marine Operations unite)

New in R12 Impact in R12
Agent actions are defined as functions. Depending on the

functions that have been mapped to menus, the
Yes corresponding associated agent actions are available
from the Line Items sub-tab page. This profile option holds
the name of that menu.
This profile option indicates the Customer contact that a

workflow notification will be sent to for RMA requests
entered via the Order Information Portal. The values for
the LOV for this profile option is all users defined to
Yes Oracle Applications via the System administrator
responsibility having no customer contacts.
This profile option indicates the Customer contact that will

receive a workflow
notification for any Report Defects submitted via the Order
Yes Information Portal. The values for the LOV for this profile
option is all users defined to Oracle Applications via the
System Administrator responsibility having no customer
contacts.
This profile to defaults the order type to generate sales

Yes agreement number. This profile should be allowed to
setup only at the responsibility and site level.
This profile is the first preference to default the transaction
phase, negotiation or fulfilment on Sales Agreements.
Yes
This profile should be allowed to setup only at the
responsibility and site level.
Controls whether the traditional button for Actions or a

pop list will be used to display available Actions. Valid
Yes
values are: Button and Pop list. The default value will be
Button for backward compatibility.
Yes
This profile option indicates the default query (for external

users) called when a user requests either the Orders or
Yes Delivery summary pages available from the Order
Information Portal. Valid values for this option are any
positive, whole integer.
You now have the option to schedule ATO items even
without a Bill of Materials (BOM) attached to the ATO
Yes
item, either in the Ship From warehouse or in the item
validation organization.
This profile option determines what domain will be used to

hold the allowable charge periodicities. The domain is a
UOM class in Inventory. Inventory has seeded a UOM
class called 'Period' that will hold UOMs: Daily, Weekly,
Monthly, Quarterly and so on.
Yes
When this profile option is set to Yes or is blank, a check

will be made to verify if the entered PO number is
duplicate or not. It will display a warning if a duplicate
Yes
number is found. When the profile option is set to No, a
check to verify for duplicate PO number will not be carried
out.
New in R12 Impact in R12

This profile option defines the sender's e-mail address
Yes
when a price book is e-mailed from the price book feature.
This profile option defines the responsibility (at the

Application or User level) forinbound XML messages. It
can be set only at the System Administrator (SA)
Application level and by the user. This profile option is
Yes used by the price book feature to set the responsibility
context for an inbound XML message request for a price
book; for example, a Get Catalog XML message.
Yes
Yes
Yes
Check
Check
Check
Responsibility OrderManagement
Setup > System Parameters >
Navigation Path Values
Form Name Parameters
OM System Parameters allows you to define
new parameters and setting up the values for
the parameters using different sources like
SQL and constant values CCI
Operating Unit: CCIEBU Operating Unitit Values New in R12
Allow Partial Reservation No
Apply credit hold on zero value order Yes Yes
Audit Trail Enable when Order is Booked
Call line DFF extension API in COPY Yes
Configuration Effective Dates System Date till Booking Yes
Credit Memo Transaction Type Yes
Credit Salesperson for Freight on Sales Yes
Customer Relationships Related Customer
Default Hint for Pricing and Availability
Default Order Type
Default value for Action - Copy Complete
Configuration Yes
Enable Freight Ratings No
Enable Fulfillment Acceptance YES Yes
Enable Recurring Charges Yes
Enable Retrobilling
Enable Ship Method Yes
Firm Demand Events
GSA Violation Action Yes
Installment Options Yes
Inventory Item for Freight Yes
Invoice Freight as Revenue Yes Yes
Invoice Source Yes
Invoice Transaction Type Yes
Item Validation Organization Item Master Organization
Ignore the Latest Acceptable
Latest Acceptable Date Date without warning
Margin Calculation Cost based
No Response From The Approver
Non-Delivery Invoice Source Yes
Overshipment Invoice Basis Invoice Shipped Quantity Yes
Promise Date Setup Manual Entry
Requestor For Drop Ship Orders Created By

External Users Yes
Reschedule with Request Date Change No
Reschedule with Ship Method Change No
Reservation Time Fence Yes
Retrobill Reason Code

Schedule Line On Hold Yes Yes
Show Discount Details on Invoice Yes Yes
Transaction Date for Inventory Interface Non
Ship Process Yes
MARINE
Operating Unit: MARINE Operating Unitit Values New in R12
Allow Partial Reservation No
Apply credit hold on zero value order no Yes
Audit Trail Enable when Order is Booked
Call line DFF extension API in COPY Yes
Configuration Effective Dates System Date till Booking Yes
Credit Memo Transaction Type Yes
Credit Salesperson for Freight on Sales Yes
Customer Relationships
Default Hint for Pricing and Availability
Default Order Type
Default value for Action - Copy Complete
Configuration
Enable Freight Ratings
Enable Fulfillment Acceptance Yes
Enable Recurring Charges Yes
Enable Retrobilling
Enable Ship Method Yes
Firm Demand Events
GSA Violation Action Yes
Installment Options Yes
Inventory Item for Freight Yes
Invoice Freight as Revenue Yes Yes
Invoice Source Yes
Invoice Transaction Type Yes
Item Validation Organization Item Master Organization
Latest Acceptable Date

Margin Calculation
No Response From The Approver
Non-Delivery Invoice Source MANUAL-OTHER Yes
Overshipment Invoice Basis Invoice Shipped Quantity Yes
Promise Date Setup Manual Entry
Requestor For Drop Ship Orders Created By

External Users Yes
Reschedule with Request Date Change Yes
Reschedule with Ship Method Change Yes
Reservation Time Fence 5 Yes
Retrobill Reason Code Accounts Receivables Billing Error

Schedule Line On Hold Yes Yes
Show Discount Details on Invoice Yes Yes
Transaction Date for Inventory Interface Non
Ship Process Yes
Application Title Code
Order Management Additional Order Type Information Global Data Elements
Order Management Additional Order Type Information Global Data Elements
Advanced Pricing Additional Info for List Lines Global Data Elements
Segment name Column Value Set Required?
Transfer ATTRIBUTE4 Yes_No No
Credit Check ATTRIBUTE11 Yes_No No
Charge code ATTRIBUTE1 No
OM: Define Line Transaction Types
Order Management>Setup>Transaction Types>Define
Transaction Type CCI Standard Line CCI RMA CCI Correction

Description Standard Line RMA Credit with Receipt RMA Credit with Receipt
Sales Document Type Sales Order Sales Order Sales Order
Order Category Order Return Return
Transaction Type Code Line Line Line
Fulfillment Flow
Negotiation Flow
Start Date 4/20/2011 4/20/2011 4/20/2011
End Date
Default Transaction Phase
Layout Template
Contract Template
Main tab
Agreement Type
Default Return Line Type
Default Order Line Type
Agreement Required
Purchase Order Required
Price List
Enforce List Prices
Minimum Margin Percent
Ordering
Packing
Picking/Purchase Release
Shipping
Shipping tab
Warehouse
Shipping method
Shipment Priority
Freight Terms
FOB
Shipping Source Type
Demand Class
Scheduling Level
Inspection Required
Auto Schedule
Line Set
Fulfillment Set
Finance tab
Invoicing Rule
Accounting Rule
Invoice Source
Non Delivery Invoice Source
Credit Method for Invoices with

Rules
Credit Method for Split Term
Invoices
Receivables Transaction Type
Tax Event
Cost of Goods Sold Account
Currency
Conversion Type
Marine Standard Line Marine RMA Marine Correction
Standard Line RMA Credit with Receipt RMA Credit with Receipt
Sales Order Sales Order Sales Order
Order Return Return
Line Line Line
4/20/2011 4/20/2011 4/20/2011

DOM EDI Order
line type process name Start date
CCI Standard Line Line Flow - Generic 4/20/2011
DOM MANUAL Order

DOM Correction Order

CCI Correction Line Flow - Return for Credit with Receipt 4/20/2011
DOM RMA Order

CCI RMA Line Flow - Return for Credit with Receipt 4/20/2011
EXP EDI Order

CCI Standard line Line Flow - Generic 4/20/2011
EXP Manual Order

EXP Correction Order

EXP RMA Order

HHE Manual Order

HHE Correction Order

HHE RMA Order

HHP Manual Order

Marine Standard Line Line Flow - Generic 4/20/2011
HHP Correction Order

Marine Correction Line Flow - Return for Credit with Receipt 4/20/2011
HHP RMA Order

Marine RMA Line Flow - Return for Credit with Receipt 4/20/2011
MAR Manual Order

MAR Correction Order

Marine Correction Line Flow - Return for Credit with Receipt 4/20/2011
MAR RMA Order

Marine RMA Line Flow - Return for Credit with Receipt 4/20/2011
Item type
Configured Item
Item type
Configured Item
Item type
Item type
Item type
Configured Item
Item type
Configured Item
Item type
Item type
Item type
Configured Item
Item type
Item type
Item type
Item type
Item type
Item type
Configured Item
Item type
Item type
OM: Define Order Transaction Types
Order Management>Setup>Transaction Types>Define Transaction Types
UAT instance UAT instance UAT instance UAT instance UAT instance UAT instance UAT instance
Transaction Type DOM EDI Order DOM Manual Order DOM Correction Order DOM RMA Order EXP EDI Order EXP Manual Order EXP Correction Order
Description DOM EDI Order DOM Manual Order DOM Correction Order DOM RMA Order EXP EDI Order EXP Manual Order EXP Correction Order
Sales Document Type Sales Order Sales Order Sales Order Sales Order Sales Order Sales Order Sales Order
Order Category Mixed Mixed Return Return mixed mixed Return
Transaction Type Code Order Order Order Order Order Order Order
Fulfillment Flow Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic
Negotiation Flow
Start Date 4/20/2011 4/20/2011 4/20/2011 4/20/2011 4/20/2011 4/20/2011 4/20/2011
End Date
Default Transaction Phase Fulfillment Fulfillment Fulfillment Fulfillment Fulfillment Fulfillment Fulfillment
Layout Template
Contract Template
Main tab
Agreement Type
Default Return Line Type CCI Correction CCI RMA CCI Correction
Default Order Line Type CCI Standard Line CCI Standard Line CCI Standard Line CCI Standard Line
Agreement Required
Purchase Order Required
Price List
Enforce List Prices
Minimum Margin Percent
Ordering Credit rule Credit rule

Packing
Picking/Purchase Release
Flexfields--Additional
Order Type Information
Credit Check yes yes No No yes yes no

Transfer Yes No No No Yes No No
Context Value
Shipping
Shipping tab
Warehouse CCI EBU Domestic Sales CCI EBU Domestic Sales CCI EBU Domestic Sales CCI EBU Domestic Sales CCI EBU Export IO CCI EBU Export IO CCI EBU Export IO
IO IO IO IO
Shipping method Land Transport Land Transport Land Transport Land Transport Ocean Transport Ocean Transport Ocean Transport
Shipment Priority
Freight Terms FOB FOB FOB
FOB
Shipping Source Type
Demand Class
Scheduling Level
Inspection Required
Auto Schedule
Line Set
Fulfillment Set
Finance tab
Invoicing Rule
Accounting Rule
Invoice Source CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import
Non Delivery Invoice Source CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import
Credit Method for Invoices
with Rules
Credit Method for Split Term
Invoices
Receivables Transaction Type CCIDOMIn CCIDOMIn CCIDOMIn CCIDOMIn CCIEXPIn CCIEXPIn CCIEXPIn
Tax Event ENTERING ENTERING ENTERING ENTERING ENTERING ENTERING ENTERING
Cost of Goods Sold Account
Currency CNY CNY CNY CNY USD USD USD
Conversion Type Corporate Corporate Corporate Corporate Corporate Corporate Corporate
UAT instance UAT instance UAT instance UAT instance UAT instance UAT instance UAT instance UAT instance
EXP RMA Order HHE Manual Order HHE Correction Order HHE RMA Order HHP Manual Order HHP Correction Order HHP RMA Order MAR Manual Order
EXP RMA Order HHE Manual Order HHE Correction Order HHE RMA Order HHP Manual Order HHP Correction Order HHP RMA Order MAR Manual Order
Sales Order Sales Order Sales Order Sales Order Sales Order Sales Order Sales Order Sales Order
Return mixed Return Return mixed Return Return mixed
Order Order Order Order Order Order Order Order
Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic Order Flow - Generic
4/20/2011 4/20/2011 4/20/2011 4/20/2011 4/20/2011 4/20/2011 4/20/2011 4/20/2011
Fulfillment Fulfillment Fulfillment Fulfillment Fulfillment Fulfillment Fulfillment Fulfillment
CCI RMA CCI Correction CCI RMA Marine Correction Marine RMA
CCI Standard Line Marine Standard Line Marine Standard Line
Credit rule Credit rule Credit rule
no yes no no yes no no yes

No No No No No No No No
CCI EBU Export IO CCI EBU HHP IO CCI EBU HHP IO CCI EBU HHP IO Marine HHP IO Marine HHP IO Marine HHP IO Marine IO
Ocean Transport Ocean Transport Ocean Transport Ocean Transport Ocean Transport Ocean Transport Ocean Transport Land Transport
FOB CIF CIF CIF Ex Works Ex Works Ex Works Ex Works

CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import SCTCSHANG Import SCTCSHANG Import SCTCSHANG Import SCTCSHANG Import
CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import CCIBEIJING Import SCTCSHANG Import SCTCSHANG Import SCTCSHANG Import SCTCSHANG Import
CCIEXPIn CCIHHEIn CCIHHEIn CCIHHEIn MarineHHPIn MarineHHPIn MarineHHPIn MarineMARIn

ENTERING ENTERING ENTERING ENTERING ENTERING ENTERING ENTERING ENTERING
USD USD USD USD USD USD USD CNY

Corporate Corporate Corporate Corporate Corporate Corporate Corporate Corporate
UAT instance UAT instance
MAR Correction Order MAR RMA Order
MAR Correction Order MAR RMA Order
Sales Order Sales Order
Return Return
Order Order
Order Flow - Generic Order Flow - Generic
4/20/2011 4/20/2011
Fulfillment Fulfillment
Marine Correction Marine RMA
no no
No No
Marine IO Marine IO
Land Transport Land Transport
Ex Works Ex Works
SCTCSHANG Import SCTCSHANG Import
SCTCSHANG Import SCTCSHANG Import
MarineMARIn MarineMARIn
ENTERING ENTERING
CNY CNY
Corporate Corporate
Responsibility
Navigation Path
Form Name
Setup Explanation
Define Document Sequences for Order Numbering
Define document sequences to either automatically

generate unique numbers for orders and returns or
allow manual numbering. You can define a single
document sequence to assign unique consecutive
numbers to all your orders and returns, or you can
define multiple document sequences that are
assigned to different transaction types (order
types). Order and return numbers cannot contain
alphabetic characters.
DOM EDI Order DOM Manual Order

Name:
Order Management Order Management
Application:
From
To:
Type: Automatic Automatic
Message:
Initial Value: 20210000001 20220000001
DOM Correction Order DOM RMA Order EXP EDI Order EXP Manual Order1
Order Management Order Management Order Management Order Management
Automatic Automatic Automatic Automatic
20230000001 20240000001 77010000001 77020000001

EXP Correction Order EXP RMA Order HHE Manual Order HHE Correction Order HHE RMA Order
Order Management Order Management Order Order Management Order Management

Management
Automatic Automatic Automatic Automatic Automatic
77030000001 77040000001 75220000001 75230000001 75240000001

MAR Manual Order MAR Correction Order MAR RMA Order
Order Management Order Management Order Management
Automatic Automatic Automatic
59220000001 59230000001 59240000001

Responsibility Order Management
Navigation Path Setup > Documents > Assign
Form Name Sequence Assignment
Setup Explanation SetupRequiredInformation/Settings
Assign Document Sequence

IMPORTANT: THIS SETUP SHOULD BE DONE FOR EACH ORDER TRANSACTION TYPE
Application Category(order type) Start Date End Date Method Sequence

Order Management DOM EDI Order Automatic DOM EDI Order
Order Management DOM Manual Order Automatic DOM Manual Order
Order Management DOM Correction Order Automatic DOM Correction Order
Order Management DOM RMA Order Automatic DOM RMA Order
Order Management EXP EDI Order Automatic EXP EDI Order
Order Management EXP Manual Order Automatic EXP Manual Order1
Order Management EXP Correction Order Automatic EXP Correction Order
Order Management EXP RMA Order Automatic EXP RMA Order
Order Management HHE Manual Order Automatic HHE Manual Order
Order Management HHE Correction Order Automatic HHE Correction Order
Order Management HHE RMA Order Automatic HHE RMA Order
Order Management MAR Manual Order Automatic MAR Manual Order
Order Management MAR Correction Order Automatic MAR Correction Order
Order Management MAR RMA Order Automatic MAR RMA Order
Order Management HHP Manual Order Automatic HHE Manual Order
Order Management HHP Correction Order Automatic HHE Correction Order
Order Management HHP RMA Order Automatic HHE RMA Order
N TYPE
Order Management >Setup>Shipping>Documents>Document Sets
Description: Use this form to define Shipping Document Sets.
Document Set Description
CCI Pick Doc Set CCI Pick Doc Set
Continued…
Seq Application
10 Shipping Execution
Document Set Description
CCI Ship Doc Set CCI Ship Doc Set
Continued…
Seq Application
Document Set (Only check, don't change) Description
Bill of Lading Report SEEDED BILL OF LADING REPORT - NOT TO BE

MODIFIED (Only Check)
Continued…
Seq (Only check, don't change) Application
Master Bill of Lading SEEDED MASTER BILL OF LADING REPORT -

NOT TO BE MODIFIED
Continued…
Seq (Only check, don't change) Application
Packing Slip Report SEEDED PACKING SLIP REPORT - NOT TO BE

MODIFIED
Continued…
Seq Application
ments>Document Sets
Usage From To Printing

Method
Pick Release Parallel
4/20/2011
Report Name Description Copies

Pick Slip Report Pick Slip Report 0
Shipping Exceptions Report Shipping Exceptions ReportReport 0

Method
Ship Confirm Parallel
4/20/2011

Packing Slip Report Packing Slip Report 0
Shipping Exceptions Report Shipping Exceptions Report 0
Method
4/20/2011

Bill of Lading Bill of Lading 0

Method
4/20/2011

Master Bill of Lading Master Bill of Lading 0

Method
4/20/2011

Packing Slip Report Packing Slip Report 0
Order Management>Setup>Shipping>Pick Slip Grouping Rules
Description: Use this form to define Grouping Rules to determine how released picking lines are grouped onto Pick Slips
specify the criteria by which released picking lines are grouped. Select from the following criteria: order number, carrier, su
pick slip. If you pick Carrier and Customer, all picking lines with the same freight carrier and customer are grouped on a pi
Pick Slip Grouping Rules

Rule Name Pick Rule
Description Pick Rule
Effective Dates: From
4/20/2011
Effective Dates: To
Group By: Order Yes
Number
Group By: Carrier
Customer Yes
Carrier
Trip Stop
Delivery Yes
Ship To Yes
Shipment Priority
Source Subinventory Yes
Destination Yes
Subinventory
Job Schedule
Push Pull
e grouped onto Pick Slips. Grouping Rules allow you to
a: order number, carrier, subinventory, shipment priority, customer, departure, ship to, and delivery. If you select Order Number, for exa
tomer are grouped on a pick slip.
ect Order Number, for example, all picking lines with the same order number are grouped on the same
Order Entry>Setup>Shipping>picking>Define Release Sequence Rules
Description: Use this form to define Release Sequence Rules to specify the order in which eligible picking lines are relea
in which picking lines are released using a Release Sequence Rule is based on five attributes: order number, outstanding
departure date, and shipment priority. You can assign a Priority (1 through 5) to one attribute or all of the attributes for the
being the highest priority and 5 being the lowest priority.
<Release Sequence Rules>

Rule Seq Rules
Description Seq Rules
Effective Dates: From 4/20/2011

Effective Dates: To
Release Priority Priority Ascending
Order 1 YES
Outstanding Invoice Value
Schedule Date 2 YES
Departure Date YES
Shipment Priority YES
e Release Sequence Rules
specify the order in which eligible picking lines are released during Pick Release. The order
e is based on five attributes: order number, outstanding invoice value, schedule date,
through 5) to one attribute or all of the attributes for the release sequence rule, with 1
Descending
Order Management>Setup>Shipping>Ship Confirm Rules
Security Rules
Description: Use this form to

define auto-ship confirm rule.
Ship Confirm Rule DOM Ship Rule Effective Dates

Ship options
Actions Ship entered quantities Unspecified uantities
Create Delivery For Staged Quantities Yes

Trip Options
Ship Method Land Transport Default From Trip/Delivery
Set Delivery In-transit Y Defer Interface
Close Trip Y Create Bill of Lading
Document Set
Ship Confirm Rule EXP Ship Rule Effective Dates

Ship options

Trip Options
Ship Method OCEAN Transport Default From Trip/Delivery
Document Set
Ship Confirm Rule HHE Ship Rule Effective Dates

Ship options

Trip Options
Document Set
Ship Confirm Rule HHP Ship Rule Effective Dates

Ship options

Trip Options
Document Set
Ship Confirm Rule MAR Ship Rule Effective Dates

Ship options

Trip Options
Ship Method Land Transport Default From Trip/Delivery
Document Set
4/20/2011
Ship
N
N
4/20/2011
Ship
N
N
4/20/2011
Ship
N
N
4/20/2011
Ship
N
N
4/20/2011
Ship
N
N
Order
Management>Setup>Shipping>Pickin
g>Define Release Rules Form
Description: Use this form to define Release Rules.
Note: Pick Slip Group Rule and

Release Sequence Rule must be setup
prior to this setup
Rule DOM Release Rule
Effective: From 4/20/2011
Effective: To
Release Criteria
Tab = Order
Order Type
Orders All
Order Number
Destination Type Ship To Location
Ship Set
Customer
Ship-To
Item
Prior Reservations Only
Scheduled Ship Dates
From
To
Requested Date
From
To
Tab = Shipping
Ship Method
Shipment Priority
Ship From
Document Set
Release Sequence Rule Seq Rules
Include Assigned Lines
Autocreate Deliveries Yes
Autocreate Deliveries Criteria Across Order
Autopack Delivery No
Auto Pick Confirm yes
Append Deliveries No
Shipconfirm Rule DOM Ship Rule
Tab = Inventory
Warehouse DOM
Subinventory
Pick Slip Grouping Rule Pick Rule
Project
Auto Allocate Yes
Plan Tasks No
Allocation Method Inventory only
Default Staging - Subinventory FG
Pick From
Subinventory
Locator
Subinventory
Locator
EXP Release Rule HHE Release Rule
4/20/2011
ALL All
Ship To Location Ship To Location
Seq Rules Seq Rules
Yes Yes
Across Order Across Order
No No
yes yes
No No
EXP Ship Rule HHE Ship Rule
EXP HHE
Pick Rule Pick Rule
Yes Yes
No No
Inventory only Inventory only
Others CCEC STOCK
HHP Release Rule MAR Release Rule
All All
Ship To Location Ship To Location
Seq Rules Seq Rules
Yes Yes
No No
yes yes
No No
HHP Ship Rule MAR Ship Rule
HHP MAR
Pick Rule Pick Rule
Yes Yes
No No
Inventory only Inventory only
Staging Staging
Order Management>Setup>Shipping>Grants and Roles Definitions>Define Roles
Description: Use this form to define shipping roles.
No change For wuhan , Can share same rules with CCI
Name PICK ONLY
Description PICK ONLY
Trips
Data Access None
Reset Weight/Volume Assign Freight Costs N
Assign Freight Costs Firm Routing N
Launch Pick Release Firm Routing and Contents N
Firm Routing Ignore For Planning N
Print Document Set Include For Planning N
Pick Release Form Launch Pick Release N
Resolve Exceptions Form Log Exception N
Unfirm Pick Release Form N
Ship Confirm Print Document Set N
Firm Routing and Contents Print Master BOL N
Log Exception Remove Consolidation Delivery N

Print Master BOL Reset Weight/Vol N
Resolve Exceptions Form N
Ship Confirm N
Unassign All Deliveries N
Unfirm N
Stops Data Access None
Reset Weight/Volume Assign Freight Costs N
Assign Freight Costs Firm Contents N
Launch Pick Release Launch Pick Release N
Firm Contents Log Exception N
Print Document Set Pick Release Form N
Pick Release Form Print Document Set N
Resolve Exceptions Form Reset Weight/Vol N
Unfirm Resolve Exceptions N
Update Status Unfirm N
Log Exception Update Status N

Deliveries Data Access None N
Assign to trip Assign Freight Costs N
Auto Create trip Assign to Trip N
Auto Pack Auto-create Trip N
Auto Pack Master Auto-pack N
Reset Weight/Volume Auto-pack Master N
Close Cancel Ship Method N
Assign Freight Costs Close N
Print BOL Firm Contents N
Generate loading Seq Firm Routing and Contents N
Print Packing Slip Generate Loading Seq N
Launch Pick Release Get Freight Costs N
Pick and Ship Ignore For Planning N
Pick, pack and ship Include For Planning N
Firm Contents Launch Pick Release N

Firm Routing and Contents Log Exception N
Print Document Set Pick Release Form N
Pick Release Form Pick and Ship N
Re-open Pick,Pack and Ship N
Resolve Exceptions Form Print BOL N
Ship Confirm Print Document Set N
Unassign from trip Print Pack Slip N
Unfirm Re-open N
View Shipping Status Reset Weight/Vol N
Log Exception Resolve Exceptions Form N
Select Carrier N
Send Outbound Message N
Ship Confirm N
UPS Address Validation N
UPS Rate and Service N
UPS Time in Transit N
Unassign from Trip N
Unfirm N
View Consolidation Delivery N
View Message History N
View Shipping Status N
Lines/LPNs Data Access Edit
Assign to Delivery Assign Freight Costs Y

Auto-Create Deliveries Assign to Delivery Y
Assign to trip Auto-create Deliveries Y
Auto Create trip Auto-create Trip Y
Auto Pack Auto-pack Y
Auto Pack Master Auto-pack Master Y
Reset Weight/Volume Create LPNs Y
Create LPNs Cycle Count
Assign Freight Costs Ignore For Planning
Launch Pick Release Include For Planning
Pack Launch Pick Release Y
Packing Calculator Log Exception Y
Packing Workbench Pack Y
Pick and Ship Packing Calculator Y
Log Exception Packing Workbench Y
Pick, pack and ship Pick Release Form Y
Pick Release Form Pick and Ship Y
Resolve Exceptions Form Pick,Pack and Ship Y
Split Line Reset Weight/Vol Y
Unassign from Delivery Resolve Exceptions Form Y
Unpack Split Line Y
Cycle Count Delivery Line UPS Address Validation
UPS Rate and Service
UPS Time in Transit
UPS Tracking
Unassign from Delivery Y
Unpack Y
General Tab Configure Regions Configure Regions Y
Configure Buttons Configure Buttons Y
Order Management>Setup>Shipping>Grants and Roles Definitions>Grants

Description: Use this form to authorize users shipping rights.
User Role Org Start Date

efine Roles
me rules with CCI
SHIP ONLY Upgrade Role
SHIP ONLY Full Access Role for existing users
None Edit
Assign Freight Costs N Assign Freight Costs Y
Firm Routing N Firm Routing Y
Firm Routing and Contents N Firm Routing and Contents
Ignore For Planning N Ignore For Planning
Include For Planning N Include For Planning
Launch Pick Release N Launch Pick Release Y
Log Exception N Log Exception
Pick Release Form N Pick Release Form Y
Print Document Set N Print Document Set Y
Print Master BOL N Print Master BOL
Remove Consolidation Deli N Remove Consolidation Delivery
Reset Weight/Vol N Reset Weight/Vol Y
Resolve Exceptions Form N Resolve Exceptions Form Y
Ship Confirm N Ship Confirm
Unassign All Deliveries N Unassign All Deliveries
Unfirm N Unfirm Y
None Edit
Assign Freight Costs n Assign Freight Costs Y
Firm Contents n Firm Contents Y
Launch Pick Release n Launch Pick Release Y
Log Exception n Log Exception
Pick Release Form n Pick Release Form Y
Print Document Set n Print Document Set Y
Reset Weight/Vol n Reset Weight/Vol Y
Resolve Exceptions n Resolve Exceptions Y
Unfirm n Unfirm Y
Update Status n Update Status Y
Edit Edit
Assign Freight Costs Y Assign Freight Costs Y
Assign to Trip Y Assign to Trip Y
Auto-create Trip Y Auto-create Trip Y
Auto-pack Y Auto-pack Y
Auto-pack Master Y Auto-pack Master Y
Cancel Ship Method N Cancel Ship Method
Close Y Close Y
Firm Contents Y Firm Contents Y
Firm Routing and Contents N Firm Routing and Contents
Generate Loading Seq Y Generate Loading Seq Y
Get Freight Costs N Get Freight Costs
Log Exception Y Log Exception
Pick and Ship Y Pick and Ship
Pick,Pack and Ship Y Pick,Pack and Ship
Print BOL N Print BOL Y
Print Document Set Y Print Document Set Y
Print Pack Slip Y Print Pack Slip Y
Re-open N Re-open Y
Reset Weight/Vol Y Reset Weight/Vol Y
Resolve Exceptions Form Y Resolve Exceptions Form Y
Select Carrier N Select Carrier
Send Outbound Message Y Send Outbound Message
Ship Confirm Y Ship Confirm Y
UPS Address Validation N UPS Address Validation Y
UPS Rate and Service N UPS Rate and Service Y
UPS Time in Transit N UPS Time in Transit Y
Unassign from Trip Y Unassign from Trip Y
Unfirm Y Unfirm Y
View Consolidation DeliverN View Consolidation Delivery
View Message History Y View Message History
View Shipping Status Y View Shipping Status
None None Edit

Assign Freight Costs N Assign Freight Costs Y
Assign to Delivery N Assign to Delivery Y
Auto-create Deliveries N Auto-create Deliveries Y
Auto-create Trip N Auto-create Trip Y
Auto-pack N Auto-pack Y
Auto-pack Master N Auto-pack Master Y
Create LPNs N Create LPNs Y
Cycle Count N Cycle Count
Log Exception N Log Exception
Pack N Pack Y
Packing Calculator N Packing Calculator Y
Packing Workbench N Packing Workbench Y
Pick and Ship N Pick and Ship
Pick,Pack and Ship N Pick,Pack and Ship
Reset Weight/Vol N Reset Weight/Vol Y
Resolve Exceptions Form N Resolve Exceptions Form Y
Split Line N Split Line Y
UPS Address Validation N UPS Address Validation Y
UPS Rate and Service N UPS Rate and Service Y
UPS Time in Transit N UPS Time in Transit Y
UPS Tracking N UPS Tracking Y
Unassign from Delivery N Unassign from Delivery Y
Unpack N Unpack Y
Configure Regions Y Configure Regions N
Configure Buttons Y Configure Buttons N
Remarks
List
Zhang Anna HS643
Zhang Cassie IC622
Li Weijie KD633
Wang Xuan IB194
Duan Jennifer FI754
Yu Lucy KB560
Wang Cindy CB775
Wang Laura CS169
Gao Yi FV702
Zhang Barbara JP949
Bai Di JJ890
Anna Zhang HS643

Cassie Zhang IC622
Ji Ma GM873
Ruimin Chai IN468
Yan Hong JK562
Alvin Zhang IJ232
Yongguo Bai GV618
Chunguang Wang HX514
Jarod Yang GJ025
Juan Wang HM376
Yue Liu BR217
Wenjun Pan CF913
Ray Chen HY241
Xijun Chai JZ480
Weijia Li KD633
Jennifer Duan FI754
Xuan Wang IB194
Lucy Yu KB560
Monica Wu FK661
Laura Wang CS169
Di Bai JJ890
Binny zhang CU445
Simon leng CA965
He jun FK972
Zhang Sujuan GH892
Jun Geng IF553
N/A -1
Cindy Wang CB775
Gao Yi FV702
Barbara Zhang JP949
Navigation Path Setup > Rules > Defaulting
Form Name Defaulting setups - Entity attributes
Define Defaulting Rules

Setup defaulting rule: Schedule Ship Date
- Entity attributes
Setup Required Information/Settings
After saving, run the "Generate Defaulting Handler Package" from Menu>Too
d Information/Settings
un the "Generate Defaulting Handler Package" from Menu>Tools

Order Management >Shipping>Setup>Shipping Parameters
Note: This needs to be setup for each Inventory Organization
Description: Use this form to define Shipping Parameters.
Inventory DOM
Weight UOM Class Quantity
Volume UOM Class Quantity
Percent Fill Basis None
Export Compliance Screening Not Required
Enable workflow None
Release Sequence Rule Seq Rules
Pick Slip Grouping Rule Pick Rule
Print Pick Slip At the end
Number of Pick Slip Lines
Default Pick Release Document Set
All Pick Release Documents
Default Stage Subinventory FG
Default Stage Locator
Autocreate Deliveries Yes
Auto Allocate Yes
Enforce Ship Sets and Ship Models
Plan Task
Default Ship Confirm Document Set
Ship Confirm Documents
Ship Confirm Rule Ship confirm
Auto-pack Options No
Goods Dispatched Account
Enforce Packing in Containers No
Ship From Location
Ship-To Location
Customer yes
Freight Terms
FOB Codes
Intermediate Ship To Location
Ship Method
Autocreate Delivery Criteria Across Order
Appending Limit Do not Append
Auto Apply Routing Rules
Positive Tolerance Amount
Negative Tolerance Amount
Positive Tolerance Percentage
Negative Tolerance Percentage
Default Freight Account

Delivery Creation
End of Append Delivery
Ship Confirm (if Ship Method Exists)
g Parameters
ry Organization
EXP HHE
Quantity Quantity
Quantity Quantity
None None
Not Required Not Required
None None
Seq Rules Seq Rules
Pick Rule Pick Rule
At the end At the end
All Pick Release Documents All Pick Release Documents

Others CCEC STOCK
Yes Yes
Yes Yes
Ship Confirm Documents Ship Confirm Documents

Ship confirm Ship confirm
No No
No No
yes yes

Do not Append Do not Append
HHP MAR
Weight Quantity
Weight Quantity
Weight None
Not Required Not Required
None None
Seq Rules Seq Rules
Pick Rule Pick Rule
At the end At the end
All Pick Release Documents All Pick Release Documents

STAGING STAGING
Yes Yes
Yes Yes
Ship Confirm Documents Ship Confirm Documents

Ship confirm Ship confirm
No No
No No
yes yes

Do not Append Do not Append
Navigation Path Setup > Orders > Holds
Form Name Holds
No change for wuhan
Name Name
Description Description
Type Type
Workflow Item Workflow Item
Workflow Activity Workflow Activity
Hold included items Hold included items
Apply to Order or line Apply to Order or line
Effective dates Effective dates
Authorizations:
Responsibility
Name Name
Type Type
Name Name
Type Type
Name Name
Type Type
Name Name
Type Type
Credit Hold Flag
Custom Credit Check Hold for customer whose hold is enabled
Custom Credit Check Hold
Authorized Action
Past Due Amount

Custom Credit Check Hold for past due amount exceed
Payment Term
XXONT 4979 custom credit check payment term hold
Credit limit exhausted

Custom Credit Check Hold For Credit Limit
Past Due Days
Custom Credit Check Hold For Past Due Days
Navigation Setup->Sales -> Salespersons
Category Name Salesperson Number Role Type
Other Anna Zhang HS643 Sales
Other Cassie Zhang IC622 Sales
Other Ji Ma GM873 Sales
Other Ruimin Chai IN468 Sales
Other Yan Hong JK562 Sales
Other Alvin Zhang IJ232 Sales
Other Yongguo Bai GV618 Sales
Other Chunguang Wang HX514 Sales
Other Jarod Yang GJ025 Sales
Other Juan Wang HM376 Sales
Other Yue Liu BR217 Sales
Other Wenjun Pan CF913 Sales
Other Ray Chen HY241 Sales
Other Xijun Chai JZ480 Sales
Other Weijia Li KD633 Sales
Other Jennifer Duan FI754 Sales
Other Xuan Wang IB194 Sales
Other Lucy Yu KB560 Sales
Other Monica Wu FK661 Sales
Other Laura Wang CS169 Sales
Other Di Bai JJ890 Sales
Other Binny zhang CU445 Sales
Other Simon leng CA965 Sales
Other He jun FK972 Sales
Other Zhang Sujuan GH892 Sales
Other Jun Geng IF553 Sales
Other N/A -1 Sales
Other Cindy Wang CB775 Sales
Other Gao Yi FV702 Sales
Other Barbara Zhang JP949 Sales
Role Operation Unit
Sales Representative CCI Operating Unit
Sales Representative Marine Operating Unit
User is charge of this page as business rquied
Navigation Pricing-> Pricelists-> Price List set up

Name CHERY 2011
Description
Currency CNY
Multi Currency Conversio
Effective Dates
Operating Unit CCI Operating Unit
Frieght Terms
Payment terms
Name KJR 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name MEIBIAO 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name FAW 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name FTBCI 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name ZJJH 2011
Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name GDV 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name BLK 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name XMKL 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name HL 2011
Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name SY 2011
Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name C&C 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name DOEM 2011

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name BFCEC PARTS TP Price

Description
Currency USD
Effective Dates
Frieght Terms
Payment terms
Name DN Price
Description
Currency USD
Effective Dates
Frieght Terms
Payment terms
Name GEX Price

Description
Currency USD
Effective Dates
Frieght Terms
Payment terms
Name Marine DN Price

Description
Currency USD
Effective Dates
Frieght Terms
Payment terms
Name TP Price
Description
Currency USD
Effective Dates
Frieght Terms
Payment terms
Name Marine Price List CNY (DCEC)

Description
Currency CNY
Effective Dates
Operating Unit Marin Operating Unit
Frieght Terms
Payment terms
Name Marine Price list USD

Description
Currency USD
Effective Dates
Frieght Terms
Payment terms
Name Marine Price List CNY (DEALER)

Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
Name Marine Price List CNY (OEM)
Description
Currency CNY
Effective Dates
Frieght Terms
Payment terms
confirm it after need discuss
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Rounds to -2
Price Break TApplication Method Value Static FormStart Date End Date Precedence
Navigation Pricing-> Pricelists-> Modifier
In Marin
Type Name Number Currency
Discount List CNY CNY CNY
Line Details
Line Number Level Modifier Type Start Date
证书费 Line Surcharge 4/20/2011
附加费 Line Surcharge 4/20/2011
折扣 Line discount 4/20/2011

Discount List USD USD USD
Line Details
Certificate Line Surcharge 4/20/2011
Surcharge Line Surcharge 4/20/2011
Discount Line Discount 4/20/2011
IN CCI
Discount List RMB RMB CNY
Line Details
Freight Line Surcharge 4/20/2011
Discount Line Discount 4/20/2011
DI = Discount
EX = Export Shipping Charge
FC = Freight Charge
IN = Insurance
PN = Pallet Charge
SAA = Shipping and Handling
SAD = Special Packaging
Start Date End Date Active Global Automatic
4/20/2011 Yes No No
End Date Print On Invoice Automatic Override Pricing Phase Application Method
yes yes List Line Adjustment Lumpsum

4/20/2011 Yes Yes No

4/20/2011 Yes No No
yes yes List Line Adjustment Amount
Grouping Number Qualifier Context Qualifier Attribute Precedenc
Value Bucket Product Attribute Product Attribute Value Grouping

0
0
0

0
0
0

0
0
Operator Value From Value From Meaning Value To Start Date
Qualifier Context Qualifier Attribute Precedence Operator Value Fro

Start Date
Value From Meaning Value To Start Date
Start Date
Start Date

Flesfield
Start Date
Start Date
Define Credit Rules
Setup > Rules > Credit New
Rule Credit rule

From Dates 4/20/2011
To Dates
Options
Credit Check Level Line
Credit Hold Level Line
Override Manual Release
Days to Honor Manual Release
Conversion Type Corporate
Check Item Categories
Send Hold Notifications yes
Exposure
Use Pre-Calculated Exposure Yes
Include External Credit Exposure
Yes
Include Open Receivables Balance
Include Payments at Risk

Open Receivables Days
Include Uninvoiced Orders Yes
Include Freight and Special Charges
Yes
Include Tax Yes
Include Orders Currently on Hold
Yes
Shipping Horizon Days
Maximum Days Past Due
Define Processing Constraints
Setiup->Rule-> Security ->Processing Constraints
Application Entity Operation Attribute
Order management Order line Update Ordered Quantity
Order management Order line Update Schedule Ship Date
Order management Order line Cancel
User Action Scope Validation Entity Record Set
Generate version and require reasons Any Order Line Line
Validation Template
PO Approved
PO Approved
PO Approved
Setup -> Quick Code ->Order Management -> Type: FREIGHT_TERMS
Code Meaning
FOB Free On Board
CIF Cost,Insurance and Freight
CFR Cost and Freight
CPT Carriage Paid To
CIP Carriage and Insurance Paid
EXW Ex Works
EXWI Ex Works + Inspection
THD Third Party
DDP DDP
FCA Free Carrier
Code Lookup Code Meaning Lookup Code Description

CFR Cost and Freight Cost and Freight
CIF Cost,Insurance and Freight Cost,Insurance and Freight
CIP Carriage and Insurance Paid Carriage and Insurance Paid
CPT Carriage Paid To Carriage Paid To
DDP DDP DDP
EXW Ex Works Ex Works
EXWI Ex Works + Inspection Ex Works + Inspection
FOB Free On Board Free On Board
THD Third Party Buyer pays third party for the freight
FCA Free Carrier Free Carrier
Setup -> Freight Carriers - >
Name Short Name

Cummins Cummins
Service Level Mode Shipping method

Standard Air Air Transport
Standard Ocean Ocean Transport
Standard Rail Rail Transport
Standard LTL Land Transport
Container Code Container Type Weight UOM (重量单位)
CCEC Wooden Case CCEC & HHP Kilogram
Wooden Skid with Plastic Bag DCEC Domestic Kilogram
Cartoon Loose Parts Kilogram
Wooden Case Import engine HHP Kilogram
Unit Weight (单位重量) Maximu Load Weight (最大载重量)
400 5000
40 2000
5 500
450 10000

OM-Om Setups

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OM-Om Setups

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Steps Contents Use

1 System Profiles Both

OM: Contact Center Actions Menu Name

OM: Context Responsibility for Upgraded Orders

OM: Customer Service Feedback

OM: Customer Service Report Defect

OM: DBI Installation No

OM: Default Sales Agreement Transaction Phase

OM: Default Sales Transaction Phase Fulfillment

OM: E-Mail Required on New Customers No

OM: Display Actions Button vs. Poplist

OM: Enable Group pricing for DSP lines Yes

OM: Records On Summary Page For External Users

OM: Sales Order Form: Cascade Header Changes to Line

OM: Sales Order Form: Refresh Method (Query

OM: Sales Orders Form preference Sales Orders

OM: Schedule ATO Item Without BOM

OM: Scheduling Role

OM: Send Changed Lines to Pricing Yes

OM: Show Line Details

OM: UOM Class for Charge Periodicity

OM: Under Return Tolerance 0

OM:Enforce Check For Duplicate Purchase Order

OM:Generate Diagnostics for Error Activities Yes

QP: E-mail - From Address

QP: Get Custom Price Customized No

QP: Inbound XML Messaging Responsibility

QP: Insert Formula Step Values into Temp Table No

QP: Java Pricing Engine Maximum of Status Requests 240

QP: Java Pricing Engine Status Request Interval 15

QP: Java Pricing Engine URL http://webisstg71.cummins.com:8025/OA_HTML/pricing

QP: Java Pricing Engine threshold of request lines 1500

Automatic Refresh With Repositioning Of Cursor

CSR and Scheduler

item master organization

Order Management Order

CCI Operations unite (Marine Operations unite)

Agent actions are defined as functions. Depending on the

This profile option indicates the Customer contact that a

This profile option indicates the Customer contact that will

This profile to defaults the order type to generate sales

Controls whether the traditional button for Actions or a

This profile option indicates the default query (for external

This profile option determines what domain will be used to

When this profile option is set to Yes or is blank, a check

New in R12 Impact in R12

This profile option defines the responsibility (at the

Requestor For Drop Ship Orders Created By

Retrobill Reason Code

Latest Acceptable Date

Requestor For Drop Ship Orders Created By

Retrobill Reason Code Accounts Receivables Billing Error

Order Management>Setup>Transaction Types>Define

Transaction Type CCI Standard Line CCI RMA CCI Correction

Credit Method for Invoices with

4/20/2011 4/20/2011 4/20/2011

DOM MANUAL Order

DOM Correction Order

DOM RMA Order

EXP EDI Order

EXP Manual Order

EXP Correction Order

EXP RMA Order

HHE Manual Order