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by oracleguru

Defaulting Rules Setup

ORACLE APPS COMMUNITY > Tutorial > Order Management

 

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

Entering a sales order is involved with many clicks to enter data, by setting up defaulting rules time to enter sales order can be dramatically increasing by specifying the rules to default. Defaulting rules can be setup for order header & Order lines. For each attribute (field) on the screen can be defaulted based on the order. Conditional templates when these defaults rules should be applied also can be specified.

Defaulting Rules Setup - Oracle Order Management
Description
Entering a sales order is involved with many clicks to enter data, by setting up defaulting rules time to enter sales order can be dramatically increasing by specifying the rules to default.
For detailed tutorial on how to setup Defaulting Rules in Oracle Order Management visit us at http://oracleappscommunity.com/oracle/blog/9267/defaulting-rules-setup/

 

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

  • Navigate to  Setup -> Rules -> Defaulting
  • Query the entity name eg. order header, order line
  • Click on Defaulting template to setup the applicable rules
  • Select the attribute
  • Click on Defaulting rules to setup the defaulting sequence

Save the changes

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by oracleguru

Credit Check Rules Setup

ORACLE APPS COMMUNITY > Tutorial > Order Management

 

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

Credit Check rules controls the what rules to be followed when credit check rule is called. Credit check rules are attached to OM transaction types (order types), you can have different credit check rules at different phases of sales order cycle.

Credit Check Rules Setups - Oracle Order Management
Description
Credit Check rules controls the what rules to be followed when credit check rule is called. Credit check rules are attached to OM transaction types (order types), you can have different credit check rules at different phases of sales order cycle.
Fore detailed tutorial on how to setup credit check rules visit at http://oracleappscommunity.com/oracle/blog/9263/credit-check-rules-setup/

 

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

  • Navigate to  Setup -> Rules -> Credit
  • Query any Credit Check rules to modify or enter new credit check rules to setup
  • Enter Credit check rule name
  • Enter Credit check effective start and end dates
  • Go to ‘Options’ tab to update details
    •     Credit Check level
    •     Credit Hold level
    •     Override Manual Release
    •     Days to honor manual release
    •     Conversion type
    •     Check Item Categories
    •     Send Hold Notification
  • Go to ‘Exposure’ tab to update details
  •     Update pre-calculated exposure
  •     Include external credit exposure
  •     Include Open receivables balance
  •     Include payments at risk
  •     Open receivables days
  •     Include uninvoiced orders
  •     Include freight and special charges
  •     Include tax
  •     Include orders currently on-hold
  •     Include returns
  •     Scheduled shipping horizon days
  •     Maximum days past due

Save the changes

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by oracleguru

OM Transaction Types Setup

ORACLE APPS COMMUNITY > Tutorial > 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/

 

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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