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
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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