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OM Transaction Types Setup

Home > Tutorial > Order Management > Oracle Order Management

 

Form Application: Oracle Order Management
Form Name:  OEXDTTYP
Form Path: /oracle/apps/r12/visr12/apps/apps_st/appl/ont/12.0.0/forms/US/OEXDTTYP.fmx

Transaction types are used to differentiate different types of sales orders. It will have sales order header and line level workflows that control the steps in a sales order cycle. Apart from this transaction types also contain the additional information that will default to sales orders. Transaction types are operating Unit specific.

Transaction Types Setup - Oracle Order Management
Description
Order Management Transaction Types control the different steps in a life cycle of sales order. Oracle Transactions types are mapped to Oracle workflow that controls the process steps. Transactions types are assigned to Sales Orders when entered. For detailed tutorial on how to setup OM Transaction Types visit at http://oracleappscommunity.com/oracle/blog/9262/om-transaction-types-setup/
Keywords
transaction types order management sales order OM ONT oracle apps OEXDTTYP

 

Navigation: Login to Oracle Apps -> Select Order Management responsibility -> Setup

  • Navigate to  Transaction Types -> Define
  • Query any transaction type to modify or enter transaction type to setup
    • Enter the Transaction type Header details
    •     Enter the Transaction type Name
    •     Enter the Transaction type description
    •     Sales document type
    •     Order Category
    •     Transaction Type Code
    •     Fulfillment Flow
    •     Negotiation Flow
    •     Effective Dates
    •     Default transaction phase
  • Click on ‘Approvals’ to attach Approval List
  • Enter ‘Main’ tab details
    •     Agreement type
    •     Agreement required
    •     Purchase order required
    •     Default return line type
    •     Default order line type
    •     Enforce list price
    •     Price list
    •     Minimum margin percent
    •     Credit check rules for ordering, Packing, Picking/Purchase release and Shipping
  • Enter ‘Shipping’ tab details
    •     Warehouse
    •     Shipment priority
    •     FOB
    •     Demand Class
    •     Inspection required
    •     Line Set
    •     Freight Terms
    •     Shipping Source type
    •     Scheduling level
    •     Auto schedule
    •     Fulfillment set
  • Enter ‘Finance’ tab details
    •     Invoicing Rule
    •     Accounting Rule
    •     Invoice Source
    •     Non Delivery Invoice source
    •     Credit method for invoices with rules, split term invoices
    •     Receivables transaction type
    •     Cost Of Goods Sold Account
    •     Conversion Type
    •     Tax Event
    •     Currency
  • Click on ‘Assign Line Flows’
    • Enter line type, item type, workflow process name, start date and end date

Save the changes

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by oracleguru

Book Sales Order

Home > Tutorial > Order Management > Oracle Order Management

 

Form Application: Order Management
Form Name: OEXOEORD
Form Path: /oracle/apps/r12/visr12/apps/apps_st/appl/ont/12.0.0/forms/US/OEXOEORD.fmx

When sales order is created it will be ‘ENTERED’ status, allowing sales rep to complete all the necessary order details, once sales order is ready you can BOOK the sales order. While you can still do the changes to sales even after BOOKING, but booking confirms that sales order is good condition for fulfillment. BOOKING sales order can also do credit check, scheduling the sales order and even reserving the sales order if it is within the reservation time fence.

Book Sales Order - Oracle Order Management
Description
Booking a sales order is done to confirm sales order is valid and ready for manufacturing and pickup. Booking a sales order can also do credit check. For more details on how to book sales order in oracle order management visit us at http://oracleappscommunity.com/oracle/blog/9259/book-sales-order/
Keywords
booking sales order sales order oexoeord order organizer oracle apps oracle order management OM ONT

 

Navigation: Login to Oracle Apps -> Select Order Management responsibility -> Order Organizer

  • Enter the sales order in the order organizer
  • Click FIND to query the sales order
  • Verify the details
  • Click on BOOK ORDER button to book the sales order
  • Click OK when confirmation message ‘Order has been booked’ appears.
  • Verify that order status changed to BOOKED

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by oracleguru

Oracle Configure to Order R12 enhancements

Home > Tutorial > Order Management > Oracle Order Management

1) Auto create Internal requisitions

When a configured line is entered on a sales order it can either manufactured in a warehouse or transferred from another organization (through internal sales order). New enhancement in R12 suports Internal sales order process.
Upon progressing the sales order line it creates Internal requisition in the receiving organization, then it can converted into internal sales order by running the concurrent program ‘Create Internal Sales Order’. Once this sales order is shipped and received by buying organization, its inventory is automatically reserved for the customer sales order.

2) Autocreate OPM requisitions

Back-to-back orders can create internal or purchase requisitions in Process Manufacturing (OPM) organizations.

3) Enhanced Reservations for Configure To Order (CTO) and Back to Back orders.

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