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The values you define for an order type can be defaulted to orders when you assign an order type, depending on how you define your standard value rule sets. You can attach a standard value rule set to an order type.

Prerequisites

   Define all QuickCodes. See: Defining QuickCodes.

   Define freight carriers. See: Defining Freight Carriers.

   Define organizations. See: Creating an Organization.

   Define order cycles. See: Defining Order Cycles.

   Create order number sources. See: Defining Order Number Sources.

   Define standard value rule sets. See: Defining Standard Value Rule Sets.

   Define price lists. See: Defining Price Lists.

   Define credit check rules. See: Defining Credit Check Rules.

   Define currencies and currency types. See: Defining Currencies.

   Set up your Cost of Goods Sold Account flexfield segments. See: Defining Key Flexfield Segments.

   To define order type header information:

1. Navigate to the Order Types window.

2. Enter a name and description for the order type.

3. Optionally, enter effective dates for the order type.

4. Select the order cycle you want to associate with the order type.

5. Optionally, select a predefined order category to define how to use this order type.

Internal Sales Order: Internal orders that originate as internal requisitions in Oracle Purchasing and are imported to Oracle Order Entry/Shipping using OrderImport.

Regular: Sales orders from customers that you enter using the Sales Orders window or import from external systems using OrderImport.

Return: Reversals of sales orders that you enter when processing a return material authorization.

   To define document, pricing, and credit check information for the order type:

1. Navigate to the Main alternative region.

2. Optionally, select an order number source.

3. Optionally, enter an agreement type.

If you enter an agreement type here, you can only choose agreements with this agreement type when using this order type. You define agreement types using Order Entry QuickCodes.

4. Optionally, select a standard value rule set.

You can use the same set for multiple order types. If you change the standard value rule set for this order type, you must exit and login again for the modifications to take effect.

Attention: You should select a standard value rule set for order types that you assign to regular orders, since the standard value rule set is the only way that you can designate an accounting rule for the order. Standard value rule sets do not apply to returns, however, so you can leave this field blank for return order types. Returns use the RMA Default Sources to determine the hierarchy of defaults for returns.

5. Indicate whether an agreement is required for this order type.

6. Check Purchase Order Required to require purchase order numbers during order entry for orders and returns with this order type.

7. Select a price list and indicate whether to enforce prices on the price list without any discounts.

If you check Enforce List Price, you cannot apply discounts to the order line list price when you use this order type and users cannot override the selling price, unless the profile option OE: Discounting Privilege is set at the appropriate level.

8. Optionally, select the credit check rule to use when checking credit on an order when the order is booked. If you leave this field blank, no credit checking occurs when you enter orders with this order type.

9. Optionally, select the credit check rule to use when checking credit on an order when the order is pick released. If you leave this field blank, no credit checking occurs when you release sales orders for picking with this order type.

   To enter optional shipping information for this order type:

1. Navigate to the Shipping alternative region.

2. Select a warehouse for this order type. Warehouses are synonymous with inventory organizations in Oracle Manufacturing.

3. Enter a freight carrier.

4. Enter a shipment priority. You define shipment priorities using Order Entry QuickCodes.

5. Enter the freight terms. You define freight terms using Receivables QuickCodes.

6. Enter the Free On Board (FOB) point. You define FOB points using Receivables QuickCodes.

7. Enter the Demand Class for this order type. If you enter a demand class, it defaults for this order type based on your standard value rule sets. You define demand classes using Manufacturing QuickCodes.

   To define finance information for this order type:

1. Navigate to the Finance alternative region.

2. If you use Oracle Receivables, enter the default invoicing rule to apply to this order type.

An invoicing rule controls the amount and timing of your invoices.

3. If you use Oracle Receivables, enter the default accounting rule to apply to this order type.

An accounting rule controls the amount and timing of when you recognize revenue for this order. See: Defining Invoicing and Accounting Rules.

4. Optionally, select the credit method Oracle Receivables uses when adjusting the revenue account assignments of invoices using multi-period invoicing and accounting rules. See: Crediting Transactions.

LIFO (Last In First Out): Backs out revenue starting with the last general ledger period and reverses all prior periods until it has used up the credit memo.

Prorate: Credits an equal percentage to all account assignments for that invoice.

Unit: Reverses the revenue for the number of units you specify from an original line of the invoice.

5. Optionally, select the credit method Oracle Receivables uses when crediting the installments of invoices that have multiple installments (split term invoices). See: Crediting Transactions.

LIFO (Last In First Out): Credits the last installment to be credited first and then credits all prior installments until credit is used up.

FIFO (First In First Out): Credits the first installment first and then credits all subsequent installments until the credit is used up.

Prorate: Prorates the credit received by the installments of invoices by the amount remaining on their installments.

6. If you use Oracle Receivables, enter the receivables transaction invoice type for this order type.

Invoice types designate invoice status, invoice printing options, credit memo type, and whether the invoice posts to General Ledger or creates an open receivable. If you are defining a return type, select the invoice type associated with the appropriate credit memo type. See: Defining Transaction Types.

7. Optionally, enter a Cost of Goods Sold Account to associate with the order type.

8. Optionally, enter a currency and a currency conversion type for the order type.

If you entered a price list for your order type, then the currency for that price list must be the same as the currency you enter here.

If you choose User as the currency conversion type, the Sales Orders window requires you to enter the conversion rate and date.

9. Save your work.