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OM Transaction Types Setup


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
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


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

Book Sales Order


Form Application: Order Management
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
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


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

Oracle Order Management Forms

Oracle OM module forms:

OEXCCRLS Credit Check Rules Definition
OEXDEFWK Defaulting Rules
OEXDSCRT Define sales types for OM
OEXDTTYP Define Transaction Types
OEXERMSG Process Messages
OEXOEADJ Adjustments Screen
OEXOEORD Sales Orders
OEXOHDEF Holds Definition
OEXOIMPT Corrections
OEXOISRS Define OrderImport Sources
OEXPCFRS Define Record Sets
OEXPCFVT Define Validation Templates
OEXPCFWK Define Processing Constraints
OEXSSDTF Shipping Tolerances
OEXWFWFA Workflow Assigments
OEXOIADC Order Import Add Customers
OEXPARAM Parameters
OEXAUDHF View Audit History
OEXOEAVA Price/Availability Query
OEXITMWB Export Compliance Workbench
OEXOETEL Quick Sales Orders
OEXOEBSO Sales Agreements
OEXOEPUR OM: Order Purge
OEXOEINL Add Customer
OEXOECSF Cycle Status and Approval History
OEXATRUL Attachment Addition Rules
OEXOERET Retrobill Summary
OEXOERLI Retrobill Results
OEXOIEMH Open Interface Tracking
OEXOEFCH Display Freight Choices
OEXOEVER Version History
OEXOEBVR Sales Agreement Version History
OEXPMTYP Payment Types
OEXPMVAL System Parameter Values
OEXAPDEF Define Approval Lists
OEXPMDEF System Parameters Definition
OEXPRAVA Pricing and Availability
OEXOEMCG Mass Change
OEXITORD Item Orderability Rules
OEXFSAIA AIA – Sales Order Status Synchronization