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Prerequisites

   Set up your units of measure. See: Defining Units of Measure.

   Set up your inventory items. See: Defining an Item.

   Set up your item configurations. See: Creating a Bill of Material.

   Enter main sales order header information. See: Defining Sales Order Header Main Information.

   Select a price list in the Sales Orders header block. See: Defining Sales Order Header Pricing Information.

   To define item information for an order:

1. Navigate to the lines block in the Sales Orders window.

2. Define the Line Number.

This field automatically defaults to 1 if this is the first line entered on the order. If you enter another line number or if there are existing lines on the order, Oracle Order Entry/Shipping automatically increments subsequent lines by one.

3. Select the Item for this order line.

Oracle Order Entry/Shipping validates the item against inventory items you define in the warehouse (organization) specified by the profile option OE: Item Validation Organization. You can only choose items that have the Customer Orders Enabled item attribute set to Yes.

If you intend to source this line externally, you must also ensure that you chose an appropriate order type on the header and that the item you select has the Purchasable item attribute toggled on. This attribute enables an item to be ordered on a purchase order. See: Drop-ship Order Flow.

Note: You cannot enter service items directly on sales order lines. Instead, either attach a service item to a serviceable product on a line via the Special menu, or create an order in Oracle Service. See: Ordering Service Programs with Products and Ordering Service Programs after the Product Sale.

4. Select the Unit Of Measure for the item.

You can enter only predefined units of measure in the same class as the item's primary unit of measure. The units of measure for models and kits are restricted to the item's primary unit of measure.

If an item does not have a price on your order's price list for the unit of measure on your order line, you must add that item/unit of measure combination to the price list before you can book the order. Oracle Order Entry/Shipping warns you if the item and unit combination that you enter is not on the price list you chose in the Pricing alternative region of the header block.

5. Define the item's Order Quantity for this line.

Attention: If shipment schedule lines exist for an order line, Oracle Order Entry/Shipping prohibits any updates to the order line quantity from this line. Use the Shipment Schedules window to update the ordered quantity. See: Defining Shipment Schedules.

6. Save your work.

See Also

Using the Configurator from Order Entry

Defining Items

Defining Serviceable Products

Overview of Sales Orders

Sales Orders Special Menu