Oracle 11i Order management setup steps

Step 1
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.
See
Overview of Inventory Structure, Oracle Inventory User’s Guide.
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. See Step 5 for setting your item
validation organization.
This step is required.
See
Overview of Inventory Structure, Oracle Inventory User’s Guide
Defining Picking Rules, Oracle Inventory User’s Guide
Setup Steps
2-8 Oracle Order Management Implementation Manual
Step 4
Profile Options
Define profile options to specify certain implementation parameters, processing
options, and system options.
This step is required.
See
Profile Options
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.
See
Payment terms, Oracle Receivables User’s Guide
Invoice with Rules, Oracle Receivables User’s Guide
Transaction Types, Oracle Receivables User’s Guide
AutoAccounting, Oracle Receivables User’s Guide
Territories, Oracle Receivables User’s Guide
Invoice Batch Sources, Oracle Receivables User’s Guide
Invoice Processing, Order Management User’s Guide
Setup Steps
Oracle Order Management Setup 2-9
Step 7
Salespersons
Define information on your sales representatives.
This step is optional.
See
Salespersons, Oracle Receivables User’s Guide.
Step 8
Tax
Define tax features, such as codes, rates, exceptions, and exemptions.
This step is required.
See
Overview of Tax, Oracle Receivables User’s Guide.
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.
See
Define QuickCodes
Step 10
Workflow
Define order and line processing flows to meet different order and line type
requirements.
This step is required.
Setup Steps
2-10 Oracle Order Management Implementation Manual
See
Using Workflow in Order Management
Step 11
Document Sequences (Order Numbering)
Define Document Sequences for automatic or manual numbering of orders.
This step is required.
See
Defining Document Sequences for Order Numbering
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.
See
Order Import
Step 13
Units of Measure
Define the units of measure in which you supply items.
This step is required.
See
Defining Unit of Measure, Oracle Inventory User’s Guide.
Step 14
Item Information
Define item information, including item attribute controls, categories, and statuses.
Setup Steps
Oracle Order Management Setup 2-11
This step is required.
See
Defining Item Attribute Controls, Oracle Inventory User’s Guide
Defining Categories, Oracle Inventory User’s Guide
Defining Item Status Codes, Oracle Inventory User’s Guide
Step 15
Items
Define the items that you sell, as well as container items.
This step is required.
See
Overview of Item Setup and Control, Oracle Inventory User’s Guide.
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.
See
Primary and Alternate Bills of Material, Oracle Bills of Material User’s Guide.
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.
For more information about pricing setup and implementation, refer to the Oracle
Advanced Pricing Implementation Manual.
This step is required.
Setup Steps
2-12 Oracle Order Management Implementation Manual
See
Basic Pricing Setup
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.
See
Defining Customer Profile Classes, Oracle Receivables User’s Guide.
Step 19
Customers
Define information on your customers.
This step is required.
See
Entering Customers, Oracle Receivables User’s Guide.
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.
See
Using Item Cross Referencing in Order Management
Defining Customer Item Cross References, Oracle Inventory’s User’s Guide
Defining Cross Reference Types, Oracle Inventory’s User’s Guide
Setup Steps
Oracle Order Management Setup 2-13
Step 21
Sourcing
Define your sourcing rules for scheduling supply chain ATP functions.
This step is optional.
See
Setting up the Supply Chain, Oracle Advanced Supply Chain Planning User’s Guide
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.
See
Transaction Types
Note: Previous versions of this user’s guide referred to Order
Management Transaction Types as either transaction types or order or
line transaction types. In an effort to distinguish between the various
Oracle Transaction types available, Order Management Transaction
types will now be referred to as either OM Order or Line
Transaction Types.
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.
Setup Steps
2-14 Oracle Order Management Implementation Manual
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.
See
Oracle Inventory User’s Guide.
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.
See
Processing Constraints
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.
See
Order Management Defaulting Rules
Setup Steps
Oracle Order Management Setup 2-15
Step 26
Credit Checking
Define your credit checking rules.
This step is required if you plan on performing any type of order credit checking.
See
Credit Cards and iPayment
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.
See
Hold Management
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.
See
Freight and Special Charges
Defining Freight Costs, Oracle Shipping Execution User’s Guide
Profile Options
Defining Freight Carriers, Oracle Shipping Execution User’s Guide
Step 30
Shipping
Define shipping parameters in Oracle Shipping Execution.
This step is required.

Also Refer
Oracle Shipping Execution User’s Guide.
Oracle Training Administration Users
Please refer to the Oracle Training Administration User’s Guide for additional
Order Management Setup Steps.
Also Refer
Using Oracle Training Administration with Order Management
Oracle Process Manufacturing Users
Please refer to the Oracle Process Manufacturing User’s Guide for additional Order
Management Setup Steps.

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