Minimum Order Entry / Shipping Setup for Internal Requisitions
You use standard sales order functionality to define the order cycle, defaulting rules, and order type for internal sales orders. You also need to set up a special OrderImport source for internal sales orders. Use the Purchasing Options window to specify the order type and OrderImport source you use for internal requisitions. See: Defining Internal Requisition Options.
You must perform the following setups in Order Entry / Shipping to use the internal requisition features. You may choose to take advantage of other Order Entry / Shipping features which require additional setups. See Setting Up Order Entry / Shipping in the Oracle Financials Implementation Manual.
Define Your Order Entry / Shipping Profile Options
You need to set the following profile options:
- OE: Set of Books - Defines the set of books for this installation
- OE: Item Flexfield - Defines which structure of the item flexfield to use
- OE: Item Validation Organization - Defines the Item Master organization for this installation.
See: Order Entry / Shipping Profile Options
Suggestion: You set the OE: Item Validation Organization profile option to the same Item Master organization as your purchasing reference organization (set in the Financials Options window). See: About Financials Options.
Define an Order Cycle For Internal Requisitions
Define order cycles to control the steps that an order must take from entry to completion.
See: Assigning Cycle Action Results
See: Defining Order Cycles
See: Defining Cycle Actions
See: Defining Cycle Results.
You may want to include approval actions as part of your order cycles, or see how holds can affect internal sales orders.
Define an Order Entry / Shipping Number Source For Internal Requisitions
Define order number sources to automatically number internal sales orders as you import them. You can use a single order number source to assign unique numbers to all your orders, or you can use a different order number source within each order type. See: Defining Order Number Sources
Define an OrderImport Source For Internal Requisition
Define OrderImport sources to import internal sales order information from Purchasing. Define an import source specifically for use with importing internal requisitions. You choose the OrderImport source as a setup option when you run the OrderImport process from the Run Concurrent Programs form in Order Entry / Shipping.
Suggestion: Define a unique OrderImport source for internal sales orders and set the Use IDs field to Yes. See: Defining OrderImport Sources
Define a Price List For Internal Requisition
Although internal requisitions use the item's cost as the price, Order Entry / Shipping requires price lists to process all sales orders. Define a price list for use with the internal requisition order type. You do not need to add any lines to the price list. See: Defining a Price List
Update Standard Value Rule Set
Standard value rules define the defaulting that occurs as orders are entered or imported. Order Entry / Shipping supplies a predefined rule template for internal sales order called the Internal Sales Order Template. Copy and rename this template and update at least the following fields to ensure that internal requisitions import correctly:
Additional fields are available to help you manage orders but are not required. See: Defining Standard Value Rule Sets
Define Order Type for internal sales order
Define order types to classify orders for greater operational efficiency and control. Order types lend consistency to Order Entry / Shipping operations by letting you assign standard price lists, navigation preference sets, standard value rule sets, pricing override policies, approval cycles, payment terms, and freight terms to each type of order.
Assign the order cycle, price list and standard value rule set you created for internal sales orders to the order type. See: Defining Order Types
Define Inventory Accounting (Account Generator)
Order Entry / Shipping can dynamically create the Cost of Goods Sold (COGS) Account for each shipped or returned item based on rules you define. Order Entry / Shipping provides a default Account Generator process to be used in determining the COGS Account during the Inventory Interface process.
You can either accept the default COGS Account Generator process or customize it to suit your business needs. For more information on how to accept or customize this feature, see: Using the Account Generator in Order Entry / Shipping.
Attention: Be sure to have the OE: Set of Books profile option set up before you use this feature. The Account Generator uses the Set of Books ID to obtain your chart of accounts, which determines the COGS Account structure.
Internal Sales Orders Security (Optional)
Order Entry / Shipping security rules apply to all your sales orders, including internal sales orders imported from Purchasing. Security rules prevent users from adding, updating, deleting and cancelling order information beyond certain points in the order cycles. You can use the System rules Order Entry / Shipping provides, which prevent data integrity violations, or define your own, stricter, rules. See: Defining Security Rules
