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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

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