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  • Screenshots For Creating Document Sequence

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    Ram Vanagala
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    1. Define a document sequence for the packing slip document. This will assign automatic sequential numbers to the packing slips. 2. Create a document category for packing slips and assign the newly created document sequence. However, only one document category can exist for each document type so the existing category must be deactivated or the new sequence assigned to the existing category. 3. Assign the document sequence to the document category in the Assign Sequences window. An existing assignment cannot be active so it must be made inactive before adding the new assignment. 4. Optionally define a custom document set if using custom documents instead of the seeded document sets. This defines the order and documents included in a set.

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    1. Define a document sequence for the packing slip document. This will assign automatic sequential numbers to the packing slips. 2. Create a document category for packing slips and assign the newly created document sequence. However, only one document category can exist for each document type so the existing category must be deactivated or the new sequence assigned to the existing category. 3. Assign the document sequence to the document category in the Assign Sequences window. An existing assignment cannot be active so it must be made inactive before adding the new assignment. 4. Optionally define a custom document set if using custom documents instead of the seeded document sets. This defines the order and documents included in a set.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    11 views10 pages

    Screenshots For Creating Document Sequence

    Uploaded by

    Ram Vanagala
    1. Define a document sequence for the packing slip document. This will assign automatic sequential numbers to the packing slips. 2. Create a document category for packing slips and assign the newly created document sequence. However, only one document category can exist for each document type so the existing category must be deactivated or the new sequence assigned to the existing category. 3. Assign the document sequence to the document category in the Assign Sequences window. An existing assignment cannot be active so it must be made inactive before adding the new assignment. 4. Optionally define a custom document set if using custom documents instead of the seeded document sets. This defines the order and documents included in a set.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
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    of 10

    1.

    Define Document sequence


         1.1 Navigate to Shipping > Setup > Documents > Document sequences

    1.2 Select shipping execution application


         1.3 Enter a new sequence name
         1.4 Enter effective date and initial value
         1.5 Sequence type should be automatic, unless Oracle Support or Development advises you to
    select a different type.
    1.6 Save this new sequence
    2. Create the document category
        2.1 Navigate to shipping->setup->documents->Document categories, click on the New button
        2.2 Enter category name and description
        2.3 Select the document which will belong to this set.  The only choices are:
                  Packing Slip
                  Bill of Lading
                  Master bill of lading
    The report chosen here will have the sequence as defined in the document sequences and Assign
    Sequences windows.
        2.4 Check all ship methods all locations, or select one and select a ship method or location. If
    you select "one" and enter a ship method or a location, you will need a separate document
    category for all of your shipping methods and/or ship-from locations.
         2.5 Enter prefix and suffix for the sequence if desired
    BUT there can only be one existing category for each of these document types. When
    trying to save the above, get the following:

    Options at this point are to either


    a. Find the existing category for Packing Slip report, and disable it
    b. Do not create the new category. Assign the new sequence to the existing category for
    packing slip.

    3. Assign the sequence to the document category


         3.1 Navigate to shipping->setup->documents->Assign sequences
         3.2 Select Shipping Execution as the application
         3.3 Select a document category, ledger, method (usually Automatic)
         3.4 Go to assignment tab
         3.5 Choose the document sequence, then enter start date

    BUT there cannot be an existing sequence assigned to the same document category.
    Attempt to save the above resulted in error message:
    Merely adding an end date does not solve this problem. Get the following error after
    inputting an end date:
    Make the existing sequence assignment inactive:

    Then add a new record for the new sequence assignment:


    4. Define the document set

    Note: Do this only if you want to define your own document set.  If you are using one of the
    seeded document sets, you do not need to follow the following instructions.

           4.1 There are 3 seeded doc sets. Do not delete or alter any of these 3 sets:
                   All Pick Release documents
                    Ship Confirm documents
                    Pack slip only
          4.2 To define a new document set, navigate to shipping->setup->documents->Document sets.
          4.3 Enter name and description of your new document set
          4.4 Select usage: either Pick Release or Ship Confirm
          4.5 Enter a sequence number for each document. Use contiguous integers, for example, 1, 2,
    3 for 3 different documents in a set.
          4.6 Select Shipping Execution application, and select the report name to be included in this
    document set.

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