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If you are setting up Order Entry/Shipping without one of the integrating applications fully installed, Order Entry/Shipping provides the necessary windows or defaults for a stand-alone installation.
If you are using a multiple organization structure, your system administrator must change the OE: Item Validation Organization and OE: Set of Books profile options to be visible and updatable at the responsibility level. These changes allow Oracle Order Entry/Shipping to default tax code and revenue account information correctly. See: Setting Up, Multiple Organizations in Oracle Applications.
You can use the Implementation Wizard as a resource center to see a graphical overview of setup steps, read online help for a setup activity, and open the appropriate setup window. You can also document your implementation, for further reference and review, by using the Wizard to record comments for each step.
The Implementation Wizard guides you through the entire Oracle Applications setup, including system administration. However, if you do not use the Wizard, you need to complete several other setup steps, including:
Define key and descriptive flexfields to capture additional information about orders and transactions. See: Flexfields in Order Entry/Shipping.
Define inventory organizations (warehouses), organization parameters, subinventories, and picking rules in Oracle Inventory. See: Overview of Inventory Structure and Defining Picking Rules.
You must define at least one item validation organization and at least one organization that acts as an inventory source for orders fulfilled internally. If you plan to drop ship some orders, you must also define at least one logical organization for receiving purposes. Your item validation organization can be the same as your inventory source or your logical receiving organization, but you cannot use one organization for all three purposes. See: Drop-ship Order Flow.
Define profile options to specify certain implementation parameters, processing options, and system options. See: Order Entry/Shipping Profile Options.
Define Receivables invoicing information, including payment terms, invoicing and accounting rules, transaction types, AutoAccounting parameters, territories, and invoice sources. See: Payment Terms, Invoices with Rules, Transaction Types, AutoAccounting, Territories, and Invoice Batch Sources.
Define information on your sales representatives. See: Salespersons.
Define tax features, such as codes, rates, exceptions, and exemptions. See: Overview of Tax.
Define QuickCodes that provide custom values for many lists of values used throughout Order Entry/Shipping. See: Defining Order Entry/Shipping QuickCodes.
Define freight charges and freight carriers to specify on orders. See: Defining Freight Charges and Defining Freight Carriers.
Define order processing flows to meet different order type requirements. See: Defining Cycle Actions, Defining Cycle Results, Assigning Cycle Action Results, and Defining Order Cycles.
Define order number sources for automatic numbering of orders. See: Defining Order Number Sources.
Define sources for importing orders into Order Entry/Shipping. See: Defining OrderImport Sources.
Define security rules to prevent users from adding, updating, deleting, and cancelling order or return information beyond certain points in your order cycles. Use the rules Order Entry/Shipping provides, which prevent data integrity violations, or create your own. See: Defining Security Rules.
Define the units of measure in which you supply items. See: Defining Units of Measure.
Define item information, including item attribute controls, categories, and statuses. See: Defining Item Attribute Controls, Defining Categories, and Defining Item Status Codes.
Define the items that you sell, as well as container items. See: Overview of Item Setup and Control.
Define the configurations that you sell. See: Creating a Bill of Material.
Note: Before you set up configurations, define the OE: Included Item Freeze Method profile option. See: Oracle Order Entry/Shipping Profile Options.
Define price lists for each combination of item and unit of measure that you sell. Optionally, you can define pricing rules and parameters to add flexibility. See: Overview of Pricing and Enabling Parameters.
Define customer profile classes. See: Defining Customer Profile Classes.
Define information on your customers. See: Entering Customers.
Define binding or non-binding customer agreements. You can assign pricing, accounting, invoicing, and payment terms to each agreement. See: Customer Agreements.
Define standard value (defaulting) rules for order information to help you enter orders quickly and accurately. See: Defining Standard Value Rule Sets.
Define order types to classify orders and returns. For each order type, you can assign a default price list, standard value rule set, approval actions, payment terms, and freight terms. See: Defining Order Types.
Define discounts to allow price adjustments based on customer agreements, order types, purchase order numbers, specific products, or specific customers. Before you define discounts, enable your Pricing Attributes descriptive flexfield in the Enable Parameters window. See: Discounts.
Define your credit checking rules. See: Automatic Credit Checking of Orders, Defining Credit Check Rules, and Defining Sales Credit Types.
Define automatic holds to apply to orders and returns. See: Defining Holds.
Define standard documents to attach automatically to orders and returns. See: Defining Note Categories and Defining Notes in Advance.
Define groups of shipping documents that print automatically to specified printers when you confirm shipments. See: Choosing Printers for Shipping Documents and Defining Document Sets.
Define the order in which picking lines are released. See: Defining Release Sequence Rules.
Define and save picking criteria that can be used when running Pick Release. See: Creating Release Rules.
Define grouping rules to determine how released picking lines are grouped onto pick slips. See: Defining Pick Slip Grouping Rules.
Define the relationship between container items and load items to specify which items can be contained within other items. See: Defining Container-Load Relationships.
Define default Shipping parameters. See: Defining Shipping Parameters.
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