This appendix covers the following topics:
The following table provides a listing of all windows and the associated navigation path to the window accessible via the Order Management Super User Responsibility.
Text in bracket symbols ([ ]) indicates a button.
Text in italic brackets symbols ({}) indicates a hyperlink.
Please note that if you cannot locate a window based upon the information provided within the table below, inform your System Administrator; you may be using a Menu that has been customized for the responsibility you are currently connected to.
Window Name | Navigation Path |
---|---|
Accounting Calendar | Setup > Financials > Calendar > Calendar |
Accounting Calendar (See GL) | Setup > Financials > Calendar > Calendar |
Adapter Startup (See WSH) | ITM Adapter > Administration > Adapter Startup |
Adapter Shut Down (See WSH) | ITM Adapter > Administration > Adapter Shut Down |
Add Customer | Orders, Returns > Sales Orders > Right Click > Add Customer or Orders, Returns > Sales Orders > [Actions] > Add Customer |
Add Items to Price List | Pricing > Price Lists > Add Items to Price List |
Addition Rules | Setup > Orders > Attachments > Documents > [Addition Rules] |
Additional Line Information | Orders, Returns > Order Organizer > Lines Tab > [Actions] > Additional Line Information |
Additional Order Information | Orders, Returns > Order Organizer > [Actions] > Additional Order Information |
Adjustments | Orders, Returns > Order Organizer > [New Order] > [Actions] > Promotion/Pricing Attributes > Adjustments or Orders, Returns > Sales Orders > [Actions] > View Adjustments |
Adjust Price List | Pricing > Price Lists > Adjust Price List |
Agreements | Pricing > Pricing Agreements |
Application Utilities: DEMAND_CLASS Lookups | Setup > QuickCodes > Manufacturing |
Application Utilities: DEMAND_CLASS Lookups (SYS) | Setup > QuickCodes > Manufacturing |
Application Utilities: ITEM_TYPE Lookups | Setup > Items > Item Types |
Application Utilities: ITEM_TYPE Lookups (INV) |
Setup > Items > Item Types |
Application Utilities: Order Management | Setup > QuickCodes > Order Management |
Application Utilities: Order Management (AR) | Setup > QuickCodes > Order Management |
Apply Automatic Attachments | Orders, Returns > Order Organizer > Order Information Tab > [Actions] > Apply Automatic Attachments |
Apply Holds | Orders, Returns > Order Organizer > [Actions] > Apply Holds or Orders, Returns > Sales Orders > Tools Menu > Create Hold Sources > Apply Holds or Orders, Returns > Sales Orders > [Actions] > Apply Holds |
Assign Code Conversion Category (See e-Commerce) | Orders, Returns > Import Orders |
Assign Credit Usage Rules | Setup > Credit > Assign Credit Usage Rules |
Assign Cross References | Items > Cross Reference > [Assign] |
Assign Cross References (See INV) | Items > Cross Reference > [Assign] |
Assign Security Rules | Setup > Financials > Flexfields > Key > Security > Define > [Find] > [Assign] or Setup > Financials > Flexfields > Key > Security > Assign > [Find] or Setup > Financials > Flexfields > Descriptive > Security > Define > [Find] > [Assign] or Setup > Financials > Flexfields > Descriptive > Security > Assign > [Find] or Setup > Financials > Flexfields > Validation > Security > Assign > [Find] or Setup > Shipping > Flexfields > Validation > Security > Define > [Find] > [Assign] |
Assign Security Rules (See Flex) | Setup > Financials > Flexfields > Key > Security > Define > [Find] > [Assign] or Setup > Financials > Flexfields > Key > Security > Assign > [Find] or Setup > Financials > Flexfields > Descriptive > Security > Define > [Find] > [Assign] or Setup > Financials > Flexfields > Descriptive > Security > Assign > [Find] or Setup > Financials > Flexfields > Validation > Security > Assign > [Find] or Setup > Financials > Flexfields > Validation > Security > Define > [Find] > [Assign] |
Assign Usage Rules | Setup > Credit > [Find] Assign Usage Rules |
ATO Configured Item | Orders, Returns > Sales Orders > Line Items Tab > Configurator |
ATP Data Collection (See MSC) | Scheduling> ATP Data Collections |
ATP Details | Orders, Returns > Orders Organizer > [New Order] > Lines > [Availability] > [Global Availability] > [ATP Results] > [ATP Detail] |
ATP Inquiry | Orders, Returns > Orders Organizer > [New Order] > Lines > [Availability] > ATP Inquiry or Orders, Returns > Sales Orders > Tools Menu > Turn AutoScheduling On or Scheduling > ATP Inquiry |
ATP Window | Orders, Returns > Sales Orders > [Availability] > ATP Inquiry |
ATP Results | Orders, Returns > Orders Organizer > [New Order] > Lines Tab > [Availability] > [ATP Inquiry] > [ATP Results] |
ATP Sources and Group Availability | Orders, Returns > Orders Organizer > [New Order] > Lines Tab > [Availability] > [Global Availability] or Orders, Returns > Sales Orders > Tools Menu > Turn Auto Schedule On> [Global Availability} |
Attribute Defaulting Rules | Setup > Rules > Defaulting > [Defaulting Rules] |
AutoCreate Configuration Items | Reports, Requests > Run Requests [OK] > AutoCreate Configuration Items |
AutoCreate Final Assembly Orders | Reports, Requests > Run Requests [OK] > AutoCreate Final Assembly Orders |
Audit History | Orders, Returns > View Audit History |
Audit History Consolidator | Reports, Requests > Run Requests [OK] > Audit History Consolidator |
Bill Components Comparison | Bills > Comparison > [Compare] |
Bill Components Comparison (See BOM) | Bills > Comparison > [Compare] |
Bill Detail | Bills > Bills > [Find] > [Open] > [Bill Details] |
Bill Detail (See BOM) | Bills > Bills > [Find] > [Open] > [Bill Details] |
Bills Summary | Bills > Bills > [Find] |
Bills Summary (See BOM) | Bills > Bills > [Find] |
Blanket Sales Agreements | Orders, Returns > Blanket Sales Agreements |
Blanket Sales Agreements Organizer | Orders, Returns > Blanket Sales Agreements > Find OR Orders, Returns > Blanket Sales Agreement Organizer |
Book Order | Orders, Returns > Sales Orders > [Book Order] |
Business Purposes (See AR) | Customers > Standard > (Addresses) > [Open] > (Business Purposes) |
Calculate Credit Exposure | Setup > Credit |
Calculate Party Totals | Reports, Requests, Run Requests > [OK] > Calculate Party Totals |
Calculate Tax | Orders, Returns > Order Organizer > Order Info. Tab > [Actions] > Calculate Tax |
Cancel Orders | Orders, Returns > Orders Organizer > Order Information > [Actions] > Cancel |
Cancel Lines | Orders, Returns > Orders Organizer >Lines Tab > [Actions] > Cancel |
Catalog Groups | Setup > Items > Catalog Groups |
Categories | Setup > Items > Categories > Category Codes > [New] or Setup > Items > Categories > Category Codes > [Find] |
Categories (See INV) | Setup > Items > Categories > Category Codes > [New] or Setup > Items > Categories > Category Codes > [Find] |
Category Assignments | Setup > Orders >Attachments > Document Categories > [Assignments] |
Category Set | Setup > Items > Categories > Category Sets |
Category Set (See INV) | Setup > Items > Categories > Category Sets |
Change Reason | Orders, Returns > Order Organizer > Order Info. Tab > Tools Menu > Change Reason |
Change Type Processes | Setup > Bills > Change Types > [Processes] |
Change Type Processes (See BOM) | Setup > Bills > Change Types > [Processes] |
Change Types | Setup > Bills > Change Types |
Change Types (See BOM) | Setup > Bills > Change Types |
Charges | Orders, Returns > Order Organizer > Order Info. Tab > [Actions] > Charges |
Charges and Freight Costs | Orders, Returns, > Order Organizer > [New Order] > [Actions] > Charges and Freight Costs |
Child Ranges | Setup > Financials > Flexfields > Key > Values > [Find] > [Define Child Ranges] or Setup > Financials > Flexfields > Descriptive > Values > [Find] > [Define Child Ranges] or Setup > Financials > Flexfields > Validation > Values > [Define Child Ranges > [Child Ranges] |
Child Ranges (See Flex) | Setup > Financials > Flexfields > Key > Values > [Find] > [Define Child Ranges] or Setup > Financials > Flexfields > Descriptive > Values > [Find] > [Define Child Ranges] or Setup > Financials > Flexfields > Validation > Values > [Define Child Ranges > [Child Ranges] |
Component Changes | Bills > Mass Changes > Mass Change Bills> [Changes] |
Component Changes (See BOM) | Bills > Mass Changes > Mass Change Bills > [Changes] |
Configurator | Orders, Returns > Orders Organizer > [Find] > Sales Orders > Lines tab > [Configurator] Orders, Returns > Sales Orders >Lines Tab> [Configurator] |
Configurator (See CFG) | Orders, Returns > Orders Organizer > [Find] > Sales Orders > Lines Tab > [Configurator] or Orders, Returns > Sales Orders > Lines Tab > [Configurator] |
Service Contract Details | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > Service Contract Details |
Conversion Rate Types (See GL) | Setup > Financials > Currencies > Rates > Conversion Type |
Copy Orders | Orders, Returns > Order Organizer > [Actions] > Copy |
Copy Price List | Pricing > Price Lists > Copy Price List |
Corrections (Order Import) | Orders, Returns > Import Orders > Corrections |
Create ATP Summary Partitions (See MSC) | Scheduling> ATP Scheduling Setup > Run Requests > Create ATP Summary Partitions |
Create Internal Sales Orders | Reports, Requests > Run Requests > [OK] > Create Internal Sales Orders |
Credit Check Rules | Setup > Rules > Credit or Setup > Credit Define Credit Check Rules |
Credit Check Processor | Reports, Requests, Run Requests > [OK] > Credit Check Processor |
Credit Profiles | Setup > Credit > Define Credit Profiles |
Credit Exposure Import | Reports, Requests, Run Requests > [OK] > Credit Exposure Import |
Cross Reference Types | Items > Cross Reference |
Cross Reference Types (See INV) | Items > Cross Reference |
Cross-Validation Rules | Setup > Financials > Flexfields > Key > Rules |
Cross-Validation Rules (See Flex) | Setup > Financials > Flexfields > Key > Rules |
Currencies | Setup > Financials > Currencies >Currencies |
Currencies (See SYS) | Setup > Financials > Currencies > Currencies |
Customer Addresses | Customers > Quick [Find] Customers > Quick [New] |
Customer Addresses (See AR) | Customers > Quick Addresses Tab > [New] or Customers > Quick Addresses Tab > [Open] |
Customer Item Commodity Codes | Setup > Items > Customer Item Commodity Codes |
Customer Item Commodity Codes (See INV) | Setup > Items > Customer Item Commodity Codes |
Customer Item Cross References | Items > Customer Items > Customer Item Cross References > [Find] |
Customer Items Summary | Items > Customer Items > Find Customer Items > [Find] |
Customer Profile Classes | Setup > Customers > Profile Classes |
Customer Profile Classes (See AR) | Setup > Customers > Profile Classes |
Customer Summary | Customers > Summary |
Customer Summary (See AR) | Customers > Summary |
Customers | Customers > Standard or Customers > Quick or Customers > Summary > Find/Enter > [New], or Customers > Summary >Find/Enter > [Open] or Orders, Returns > Orders Organizer> [New Order] > Tools Menu > Quick Customer Entry or Orders, Returns > Orders Organizer > [New Return] > Tools Menu > Quick Customer Entry or Orders, Returns > Sales Orders > Tools Menu > Quick Customer Entry |
Customers (See AR) | Customers > Standard or Customers > Quick |
Customers Merge | Customers > Merge |
Customers Merge (See AR) | Customers > Merge |
Define Credit Checking Rules | Setup > Credit > Define Credit Checking Rules |
Daily Rates | Setup > Financials > Currencies > Rates > Daily |
Daily Rates (See GL) | Setup > Financials > Currencies > Rates > Daily |
Default Category Sets | Setup > Items > Categories > Default Category Sets |
Default Category Sets (See INV) | Setup > Items > Categories > Default Category Sets |
Defaulting Condition Validation Templates | Setup > Rules > Defaulting > [Defaulting Condition Template] |
Defaulting Generator | Reports, Requests > Run Requests > [OK] > Defaulting Generator |
Defaulting Rules (Attributes) | Setup > Rules > Defaulting > [Defaulting Rules] |
Defaulting Setup | Setup > Rules > Defaulting |
Define Code Conversion category (See e-Commerce) | Orders, Returns > Import Orders |
Define Code Conversion values (See e-Commerce) | Orders, Returns > Import Orders |
Define Modifiers: Discounts/Charges | Pricing > Modifiers > Modifier Setup > Discount Tab > Discounts/Charges Tab |
Define Credit Check Rules | Setup > Credit > Define Credit Check Rules or Setup > Rules > Credit |
Define Credit Profiles | Setup > Credit > Define Credit Profiles |
Define Security Rules | Setup > Financials > Flexfields > Key > Security > Define > [Find] or Setup > Financials > Flexfields > Descriptive > Security > Define > [Find] or Setup > Financials > Flexfields > Validation > Security > Define > [Find] |
Define Security Rules (See Flex) | Setup > Financials > Flexfields > Key > Security > Define > [Find] or Setup > Financials > Flexfields > Descriptive > Security > Define > [Find] or Setup > Financials > Flexfields > Validation > Security > Define > [Find] |
Define Usage Rules | Setup > Credit > Define Usage Rules |
Deletion Constraints | Setup > Items > Delete Constraints |
Deletion Constraints (See BOM) | Setup > Items > Delete Constraints |
Descriptive Elements | Bills > Bills > [Find] > [Elements] |
Descriptive Elements (See BOM) | Bills > Bills > [Find] > [Elements] |
Descriptive Flexfield Segments | Setup > Financials > Flexfields > Descriptive > Segments |
Descriptive Flexfield Segments (See Flex) | Setup > Financials > Flexfields > Descriptive > Segments |
Diagnostics: Apps Check | Reports, Requests > Run Requests > [OK] > Diagnostics: Apps Check |
Diagnostics: OM Debug File Retrieval | Reports, Requests > Run Requests > [OK] > Diagnostics: OM Debug File Retrieval |
Diagnostics: OM Order Information | Reports, Requests > Run Requests > [OK] > Diagnostics: OM Order Information |
Discounts | Setup > Orders > Payment Terms > [Discounts] |
Discounts (See AR) | Setup > Orders > Payment Terms > [Discounts] |
Documents | Setup > Orders > Attachments > Documents |
Document Categories | Setup > Orders > Attachments > Document Categories |
Enable Parameters | Setup > Parameters |
Export Compliance Workbench | Orders, Returns > Export Compliance > Export Compliance Workbench |
Export Compliance Screening | Reports, Requests > Run Requests > [OK] > Export Compliance Screening |
Extract Program (See e-Commerce) | Orders, Returns > Import Orders |
Finds Bills | Bills > Bills |
Find Bills to Compare | Bills > Comparison |
Find Bills to Compare (See BOM) | Bills > Comparison |
Find Categories | Setup > Items > Categories > Category Codes |
Find Categories (See INV) | Setup > Items > Categories > Category Codes |
Find Customer | Orders, Returns > Order Organizer > Tools menu > Find Customer |
Find Holds | Orders, Returns > Order Organizer > [Find Orders] > Order Information Tab > [Find] or Orders, Returns > Order Organizer > Hold Information Tab > [Find} |
Find Indented Bills | Bills > Indented Bills |
Find Indented Bills (See BOM) | Bills > Indented Bills |
Find Item WhereUsed | Bills > Item WhereUsed |
Find Item WhereUsed (See BOM) | Bills > Item WhereUsed |
Find Items | Items > Item Search > [Find] > Item Search or Orders, Returns > Order Organizer > Tools menu > Item Search |
Find Items (See INV) | Items > Item Search |
Find Promotion Hold | Orders, Returns > Orders Organizer > Hold Information Tab > enter Promotional Hold in Hold Name field > [Find} |
Find Order and Line Approvals | Orders, Returns > Order Organizer > Tools Menu > Workflow Monitor |
Find Orders Find Orders (Order Import) |
Orders, Returns > Orders Organizer Orders, Returns, > Import Orders > Corrections |
Flexfield Qualifiers | Setup > Financials > Flexfields > Key > Segments > [Segments] > Segments Summary > [Flexfield Qualifiers] or Setup > Financials > Flexfields > Key > Segments > [Segments] > Segments Summary > [Open] > [Flexfield Qualifiers] |
Flexfield Qualifiers | Setup > Rules > Security |
Flexfield Qualifiers (See Flex) | Setup > Financials > Flexfields > Key > Segments > [Segments] > Segments Summary > [Flexfield Qualifiers] or Setup > Financials > Flexfields > Key > Segments > [Segments] > Segments Summary > [Open] > [Flexfield Qualifiers] |
Freight Choices (OM) | Orders, Returns > Order Organizer > [New Order] > Line Items Tab > [Actions] > Choose Ship Method > select shipment > [Open] |
General Constraints Validation Package | Setup > Rules > Security > Generate Constraints Package |
Get Cost | Orders, Returns > Order Organizer > Order Info. Tab or Line Items Tab > [Actions] > Get Cost |
Go To Line | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > Go to Line |
Header Sales Credits | Orders, Returns > Order Organizer > [New Order] > Order Information Tab> Main Tab> [Actions] > Sales Credit or Orders, Returns > Sales Order > Order Information Tab > Main Tab> [Actions] > Sales Credit |
Holds | Setup > Orders > Holds |
Holds (Line) | Orders, Returns > Orders Organizer > Lines Tab > Tools Menu> Create Hold Sources> [Apply Holds] or Orders, Returns > Sales Orders > Lines Tab > Tools Menu > Create Hold Sources > [Apply Holds] |
Horizontal Demand | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > Horizontal Demand |
Import Program (See e-Commerce) | Orders, Returns > Import Orders |
Indented Bills of Material | Bills > Indented Bills > [Find] |
Indented Bills of Material (See BOM) | Bills > Indented Bills > [Find] |
Initialize Credit Summaries | Setup > Credit > Initialize Credit Summaries Table |
Installation Details | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > Installation Details |
Inventory Interface | Shipping > Interfaces > Run > Inventory Interface SRS |
Inventory Interface - No Ship | Report, Requests > Run Requests > [OK] > Inventory Interface - No Ship |
Instances (See MSC) | Scheduling > ATP and Scheduling Setup > Instances |
Item Assignment | Setup > Items > Categories > Category Sets > [Assign] |
Item Assignment (See INV) | Setup > Items > Categories > Category Sets > [Assign] |
Item Attribute Controls | Setup > Items > Attribute Controls |
Item Attribute Controls (See INV) | Setup > Items > Attribute Controls |
Item Attributes | Items > Item Information > [Attributes] |
Item Attributes (See INV) | Items > Item Information > [Attributes] |
Item Catalog Groups | Setup > Items > Catalog Groups or Setup > Items > Catalog Groups > [Details] |
Item Categories | Items > Item Information > [Categories] |
Item Relationships | Items > Item Relationships > Find Item Relationships > [Find] > Item Relationships or Items > Item Relationships > [New] |
Item Relationships (See INV) | Items > Item Relationships > [Find] OR Items > Item Relationships > [New] |
Item Revision | Bills > Bills > View Bills of Material > [Revisions] |
Item Revision (See BOM) | Bills > Bills > View Bills of Material > [Revisions] |
Item Revisions | Items > Item Information > [Revisions] |
Item Revisions (See INV) | Items > Item Information > [Revisions] |
Item Search (See INV) | Items > Item Search > [Find] |
Item Search | Orders, Returns > Order Organizer > [New Order] > Tools Menu > Item Search or Orders, Returns > Sales Orders > Tools Menu > Item Search |
Item Status | Setup > Item > Status Codes |
Item Status (See INV) | Setup > Item > Status Codes |
Item Template | Setup > Items > Templates > Item Templates Summary > [New] or Setup > Items > Templates > Item Templates Summary > [Find] > [New] or Setup > Items > Templates > Item Templates Summary> [Find] > [Open] |
Item Template (See INV) | Setup > Items > Templates > Item Templates Summary > [New] or Setup > Items > Templates > Item Templates Summary > [Find] > [New] or Setup > Items > Templates > Item Templates Summarys > [Find] > [Open] |
Item Templates Summary | Setup > Items > Templates |
Item Templates (See INV) | Setup > Items > Templates |
Item WhereUsed | Bills > Item WhereUsed > [Find] |
Item WhereUsed (See BOM) | Bills > Item WhereUsed > [Find] |
Key Flexfield Segments | Setup > Financials > Flexfields > Key > Segments |
Key Flexfield Segments (See Flex) | Setup > Financials > Flexfields > Key > Segments |
Line Information | Orders, Returns > Order Organizer > Line Item Tab > [Actions] > Additional Line Information |
Line Payments | Orders, Returns > Order Organizer > [New Order] > Line Items Tab > [Actions] > Payments |
Line Sales Credits | Orders, Returns > Order Organizers> [Find] > Line Items Tab > Main Tab > [Actions] > Sales Credit or Orders, Returns > Sales Orders > Line Items Tab > Main Tab > [Actions] > Sales Credit |
Load ATP Summary Based on Collected Data (see MSC) | Scheduling> ATP Scheduling Setup > Run Requests > Load ATP Summary Based on Collected Data |
Manufacturer Part Numbers | Items > Manufacturers' Part Numbers > By Manufacturers > [Parts] or Items > Manufacturers' Part Numbers > By Items > Find Manufacturer Part Number > [Find] or Items > Manufacturers' Part Numbers > By Items > [Find] > Find Manufacturer Part Number > [New] |
Manufacturer Part Numbers (See INV) | Items > Manufacturers' Part Numbers > By Manufacturers > [Parts] or Items > Manufacturers' Part Numbers > By Items > Find Manufacturer Part Number > [Find] or Items > Manufacturers' Part Numbers > By Items > [Find] > Find Manufacturer Part Number > [New] |
Manufacturers | Items > Manufacturers' Part Numbers > By Manufacturers |
Manufacturers (See INV) | Items > Manufacturers' Part Numbers > By Manufacturers |
Mass Change | Orders, Returns > Order Organizer > Find > Tools menu > Mass Change |
Mass Change | Orders, Returns > Quick Order Organizer > Find > Tools menu > Mass Change |
Mass Change Bills | Bills > Mass Changes |
Mass Change Bills (See BOM) | Bills > Mass Changes |
Master Item | Items > Master Item |
Master Item (See INV) | Items > Master Items |
Move Child Ranges | Setup > Financials > Flexfields > Key > Values > [Find] > [Move Child Ranges] or Setup > Financials > Flexfields > Descriptive > Values > [Find] > [Move Child Ranges] or Setup > Financials > Flexfields > Validation > Values > [Move Child Ranges] |
Move Child Ranges (See Flex) | Setup > Financials > Flexfields > Key > Values > [Find] > [Move Child Ranges] or Setup > Financials > Flexfields > Descriptive > Values > [Find] > [Move Child Ranges] or Setup > Financials > Flexfields > Validation > Values > [Move Child Ranges] |
Multiple Header Sales Credit | Orders, Returns > Order Organizer > [Actions] > Sales Credits |
Multiple Line ATP Results | Orders, Returns > Sales Orders > [Availability] |
New Order | Orders, Returns > Order Organizer > [Actions] > New Order |
Note Categories | Setup > Orders |
Note Usages | Setup > Orders |
Notification | Orders, Returns > Order Organizer > [Actions] > Notification |
Notifications (Approval) | Workflow Notifications > Worklist |
Notifications List | Orders, Returns > Order Organizer > [Find] > Sales Orders > Tools Menu > Workflow Status |
Order Backlog Workbench | Scheduling > Order Backlog Workbench |
Order Details | Order Information User: Order Status: Run a Simple or Advanced Search: Click a Sales Order Number |
Order Import Request | Orders, Returns > Import Orders > Order Import Request or Reports, Requests > Run Reports > [OK] > Order Import |
Order Import Sources | Setup > Orders > Import Sources |
Order Import Statistics | Reports, Requests > Run Requests > [OK] > Order Import Statistics or Orders, Returns > Import Orders > Order Import Statistics |
Order Lines Sorting Criteria | Orders, Returns > Sales Orders > Lines Tab > Folder Menu > Sort Data |
Order Management Lookup | Setup > QuickCodes > Order Management |
Order Management Reports | Reports, Requests > Run Reports > [OK] > Select a Report |
Order Organizer | Orders, Returns > Order Organizer |
Oracle Pricing Lookups | Pricing > Setup > Lookups |
Order Purge | Orders, Returns > Order Purge > Order Purge |
Order Purge Selection | Orders, Returns > Order Purge > Order Purge Selection |
Oracle Receivables Lookup | Setup > QuickCodes > Receivables |
Organization (See MRP) | Change Org |
Parameters (OM) | Setup > Parameters |
Parameters (See BOM) | Setup > Bills > Parameters |
Parameters (See PO, Purchase Release) | Orders, Returns > Purchase Release > Parameters |
Payment Terms | Setup > Orders > Payment Terms |
Payment Terms (See AR) | Setup > Orders > Payment Terms |
Payment Types | Setup > Orders > Payment Types |
Payments | Orders, Returns > Order Organizer > [New Order] > [Actions] > Payments |
Period Rates | Setup > Financials > Currencies > Rates > Period |
Period Rates (See GL) | Setup > Financials > Currencies > Rates > Period |
Period Types | Setup > Financials > Calendar > Period Types |
Period Types (See GL) | Setup > Financials > Calendar > Period Types |
Personal Profile Values | Setup > Profiles > Find Personal Profile Values |
Personal Profile Values (See SYS) | Setup > Profiles > Find Personal Profile Values |
Planning Data Collection - Purge Staging Tables | Reports, Requests > Run Requests > [OK] |
Price Breaks | Pricing > [Discount Lines] > [Price Breaks] |
Price Line | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > Price Line |
Price Order | Orders, Returns > Order Organizer > Order Info. Tab > [Actions] > Price Order |
Pricing and Availability Query | Pricing and Availability |
Pricing Attributes | Pricing > PriceLists > Setup > [Pricing Attributes] |
Pricing Contracts | Pricing > Pricing Agreements |
Pricing Engine Request Viewer | Orders, Returns > Order Organizer > Tools menu > Pricing Engine Request Viewer |
Price Lists | Pricing > Price List > Price Lists Setup |
Pricing / Availability | Orders > Returns > Price / Availability |
Pricing Formulas | Pricing > Pricing Formulas |
Pricing: Qualifiers | Pricing > Price Lists > Setup > Qualifiers Tab |
Priority Rules (See MSC) | Scheduling > ATP and Scheduling Setup > Priority Rules |
Processing Constraints | Setup > Rules > Security > Processing Constraints |
Process Messages | Orders, Returns > Process Messages > Find Message |
Process Messages | Import Orders > Corrections > [Find] > Orders > Errors |
Process Pending Payment | Reports, Requests > Run Requests > [OK] > Process Pending Payment |
Progress Order | Orders, Returns > Order Organizer > [Actions] > Progress Order |
Promotion/Pricing Attributes | Orders, Returns > Order Organizer > [New Order] > [Actions] > Promotion/Pricing Attributes |
Purge Imported Credit Exposure | Reports, Requests > Run Requests > [OK] > Purge Imported Credit Exposure |
Purge Order | Orders, Returns > Order Purge > Orders Purge |
Purge Messages | Orders, Returns > Purge Messages |
Qualifier-Line Level Qualifier | Pricing > Line Qualifiers |
Quick Sales Orders | Order, Returns > Quick Sales Orders |
Quick Sales Orders Order Organizer | Orders, Returns > Quick Sales Orders Organizer |
Quote | Negotiation > Quote |
Quick Quote | Negotiation > Quick Quote |
Record Sets | Setup > Rules > Security > Record Sets |
Reference Designators | Bills > Bills > [Find Bills] > View Bills of Material > [Designators] |
Reference Designators (See BOM) | Bills > Bills > [Find Bills] > View Bills of Material > [Designators] |
Related Items | Orders, Returns > Order Organizer > Line Items Tab > [Related Items] |
Release Expired Holds | Reports, Requests > Run Requests > [OK] > Release Expired Holds |
Release Holds | Orders, Returns > Order Organizer > [Find Orders] > Hold Information Tab > Release Sources > Release Tab Release or Order, Returns > Order Organizer > Order Info. Tab > [Actions] > Release Holds |
Release Sources (Holds) | Orders, Returns |
Release Workbench | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > Release Workbench |
Requisition Import | Orders, Returns > Requisition Import or Reports, Returns > Run Requests > [OK] > Requisition Import |
Requests | Reports, Requests > Run Requests |
Reserve Orders | Reports, Requests > Run Requests > [OK] > Reserve Orders |
Retrobill Find | Orders, Returns > Retrobilling > Retrobill Organizer |
Retrobill Find Results | Orders, Returns > Retrobilling > Retrobill Organizer > enter find criteria > [Find] |
Retrobill Online Parameters | Orders, Returns > Retrobilling > Retrobill Organizer > enter find criteria > [Find] > [Online] |
Retrobilling Request Summary | Orders, Returns > Retrobilling > Retrobill Organizer > Retrobill Requests Tab > enter find criteria > [Find] |
Review Sales Tax Rates | Setup > Tax > Sales Tax Rates |
Review Sales Tax Rates (See AR) | Setup > Tax > Sales Tax Rates |
Re-Schedule Ship Sets | Reports, Requests > Requests > [Ok] > Re-Schedule Ship Sets |
Rollup Groups | Setup > Financials > Flexfields > Key > Groups > [Find] |
Rollup Groups (See Flex) | Setup > Financials > Flexfields > Key > Groups > [Find] |
Run Reports Run Reports (See e-Commerce) |
Reports, Requests > Run Reports or Orders, Returns > Import Orders |
Run Requests | Reports, Requests > Run Requests |
Sales Credit Types | Setup > Sales > Credit Types |
Sales Orders | Orders, Returns > Sales Orders OR Orders, Returns > Orders Organizer > [New Order] |
Salespersons | Setup > Sales > Salespersons |
Salespersons (See AR) | Setup > Sales > Salespersons |
Schedule Orders | Orders, Returns > Sales Orders > Tools Menu > Schedule > Scheduling Actions > [Schedule...] or Orders, Returns > Sales Orders > Lines Tab > Shipping Tab > Scheduled Ship Date or Orders, Returns > Schedule Order |
Scheduling Actions | Orders, Returns > Sales Orders > Tools Menu > Scheduling |
Scheduling Organizer | Order, Returns > Order Organizer > Scheduling tab > Find > Scheduling Organizer |
Seed Data Reconciliation (See e-Commerce) | Orders, Returns > Import Orders |
Security Rules | Setup > Rules > Security |
Security Rules (block) | Setup > Rules > Security |
Segment Values | Setup > Financials > Flexfields > Key > Values > [Find] or Setup > Financials > Flexfields > Descriptive > Values > [Find] or Setup > Financials > Flexfields > Validation > Values > [Find] |
Segment Values (See Flex) | Setup > Financials > Flexfields > Key > Values > [Find] or Setup > Financials > Flexfields > Descriptive > Values > [Find] or Setup > Financials > Flexfields > Validation > Values > [Find] |
Segments | Setup > Financials > Flexfields > Key > Segments > [Segments] > [New] or Setup > Financials > Flexfields > Key > Segments > [Segments] > [Open] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > [New] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > [Open] |
Segments (See Flex) | Setup > Financials > Flexfields > Key > Segments > [Segments] > [New] or Setup > Financials > Flexfields > Key > Segments > [Segments] > [Open] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > [New] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > [Open] |
Segments Summary | Setup > Financials > Flexfields > Key > Segments > [Segments] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] |
Segments Summary (See Flex) | Setup > Financials > Flexfields > Key > Segments > [Segments] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] |
Sequence Assignments | Setup > Document > Assign |
Set of Books | Setup > Financials > Books |
Set of Books (See GL) | Setup > Financials > Books |
Shipment Summary (OM) | Orders, Returns > Order Organizer > [New Order] > Line Items Tab > [Actions] > Choose Ship Method |
Shipping Tolerances | Setup > Shipping Tolerances |
Shipping Transactions (See WSH) | Shipping > Transactions |
Ship-To and Bill-To Addresses | Orders, Returns > Orders Organizer > [New Order] >Line Items Tab > [Addresses] or Orders, Returns > Orders Organizer > [New Order] >Order Information Tab > Main Tab > [Addresses] |
Shorthand Aliases | Setup > Financials > Flexfields > Key > Aliases |
Shorthand Aliases (See Flex) | Setup > Financials > Flexfields > Key > Aliases |
Split Line | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > Split Line |
Substitute Components | Bills > Bills > [Find] > View Bills of Material > [Substitutes] |
Substitute Components (See BOM) | Bills > Bills > [Find] >View Bills of Material> [Substitutes] |
Supply to Order Workbench | Orders, Returns > Order Organizer > Order Info. Tab > [Actions] > Supply to Order Workbench |
System Options (See AR) | Receivables > Setup > System > System Options |
Tax Authorities | Setup > Tax > Authorities |
Tax Authorities (See AR) | Receivables > Setup > Tax > Authorities |
Tax Codes and Rates | Setup > Tax > Codes |
Tax Codes and Rates (See AR) | Receivables > Setup > Tax > Codes |
Tax Details | Orders, Returns > Order Organizer > Lines Tab > [Actions} > View Tax Details |
Tax Exemptions (See AR) | Receivables> Setup > Tax > Exemptions |
Tax Groups | Setup > Tax > Groups |
Tax Groups (See AR) | Setup > Tax > Groups |
Tax Locations and Rates | Setup > Tax > Locations or Sales Tax Rates |
Tax Locations and Rates (See AR) | Setup > Tax > Locations |
Tax Options | Setup > Tax > GL Tax Assignments |
Tax Options (See GL) | Setup > Tax > GL Tax Assignments |
Tax Rate Exceptions | Setup > Tax > Exceptions |
Tax Rate Exceptions (See AR) | Setup > Tax > Exceptions |
Territories | Setup > Sales > Territories |
Territories (See AR) | Setup > Sales > Territories |
Trading Partner Groups (See e-Commerce) | Orders, Returns > Import Orders |
Training | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > Training |
Transaction Types | Setup > Transaction Types > Define |
Transaction Types (See AR) | Setup > Transaction Types > Define |
Transaction Types | Setup > Financials > Transaction Types |
Transaction Types (See AR) | Setup > Financials > Transaction Types |
Unit of Measure Classes | Setup > UOM > Classes |
Unit of Measure Classes (See INV) | Setup > UOM > Classes |
Unit of Measure Conversions | Setup > UOM > Classes > [Conversions] or Setup > UOM > Units > [Conversions] |
Unit of Measure Conversions (See INV) | Setup > UOM > Classes > [Conversions] or Setup > UOM > Units > [Conversions] |
Units of Measure | Setup > UOM > Units |
Units of Measure-Amount | Setup > UOM > Classes > [Units of Measure] |
Units of Measure (INV) | Setup > UOM > Units |
Units of Measure-Amount ( INV) | Setup > UOM > Classes > [Units of Measure] |
Usage Rules | Setup > Credit > {Find} Assign Usage Rules |
Validation Table Information | Setup > Financials > Flexfields > Key > Segments > [Segments] > [Value Set] > [Edit Information] or Setup > Financials > Flexfields > Key > Segments > [Segments] > Segment Summary > [Value Set] > [Edit Information] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > Segment Summary > [Value Set] > [Edit Information] or Setup > Financials > Flexfields > Validation > Sets >Value Sets> [Edit Information] |
Validation Table 1 (See Flex) | Setup > Financials > Flexfields > Key > Segments > [Segments] > [Value Set] > [Edit Information] or Setup > Financials > Flexfields > Key > Segments > [Segments] > Segment Summary > [Value Set] > [Edit Information] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > Segment Summary > [Value Set] > [Edit Information] or Setup > Financials > Flexfields > Validation > Sets >Value Sets> [Edit Information] |
Validation Template | Setup > Rules > Security >Validation Template |
Value Hierarchy | Setup > Financials > Flexfields > Key > Values > [Find] >[Value Set] > Segment Values > [View Hierarchies] or Setup > Financials > Flexfields > Descriptive > Values > [Find] >[Value Set] > Segment Values > [View Hierarchies] or Setup > Financials > Flexfields > Validation > Values > Value Set > [Find] > [View Hierarchies] |
Value Hierarchy (See Flex) | Setup > Financials > Flexfields > Key > Values > [Find] >[Value Set] > Segment Values > [View Hierarchies] Setup > Financials > Flexfields > Key > Values > [Find] >[Value Set] > Segment Values > [View Hierarchies] or Setup > Financials > Flexfields > Descriptive > Values > [Find] >[Value Set] > Segment Values > [View Hierarchies] or Setup > Financials > Flexfields > Validation > Values > Value Set > [Find] > [View Hierarchies] |
Value Sets | Setup > Financials > Flexfields > Key > Segments > [Segments] > [Value Set] |
Value Set definitions | Setup > Financials > Flexfields > Key > Segments > [Segments] > [Open] > [Value Set] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > [Value Set] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > [New] > [Value Set] or Setup > Financials > Flexfields > Descriptive > Segments > [Segments] > [Open] > [Value Set] or Setup > Financials > Flexfields > Validation > Sets |
View Adjustments | Orders, Returns > Order Organizer > Order Info. Tab > [Actions] > View Adjustments |
View Audit History | Orders, Returns > View Audit History |
View Collected Data (see MSC) | Scheduling > View Collected Data |
View Cycle Status and Approval History | Orders, Returns > Order Organizer or Sales Orders > Query orders > [Actions] > Viewing Cycle Status and Approval History |
View Bills of Material | Bills > Bills |
View Bills of Material (See BOM) | Bills > Bills |
View Hierarchies | Setup > Financials > Value > [Find] > [View Hierarchies] |
View Holds | Orders, Returns > Orders Organizer > [Find Orders] >Holds Tab> [Find] > [View Holds] |
View Lines | Orders, Returns > Order Organizer > [Find Orders] > Lines Tab |
View Orders | Orders, Returns > Order Organizer > [Find Orders] > Summary Tab |
View Order Info | Orders, Returns > Order Organizer > [Find Orders] > Order Information Tab |
View Requests/Reports View Requests (See e-Commerce) |
View > Find Requests or Orders, Returns > Import Orders |
View Reports (See e-Commerce) | Orders, Returns > Import Orders |
View Shipping Status | Orders, Returns > Order Organizer or Sales Orders > [Actions] > View Shipping Status |
View Stages Documents (e-Commerce) | Orders, Returns > Import Orders |
View Tax Details | Orders, Returns > Order Organizer > Line Items Tab > [Actions] > View Tax Details |
Workbench (ATP) | Orders, Returns > Order Organizer > [Find] > [Open Order] > Lines Tab > [Availability] > [Global Availability] > ATP Sources and Group Availability > [ATP Results} |
Workflow Background Process | Reports, Requests > Run Requests > [OK] > Workflow Background Process |
WF (Workflow) Notification | WF Notifications |
The following table describes the corresponding Oracle Application Users Guide where additional information can be obtained for windows that have a product short code listed next to the window name in the table above.
See: | Refer to this manual for a complete window description. |
---|---|
AR | Oracle Receivables User Guide |
BOM | Oracle Bills of Material User's Guide |
Flex | Oracle E-Business Suite Flexfields Guide |
GL | Oracle General Ledger User's Guide |
HR | Oracle Human Resources User's Guide |
INV | Oracle Inventory User's Guide |
MSC | Oracle Advanced Planning and Scheduling Implementation and User's Guide. |
MRP | Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide |
QP | Oracle Pricing User's Guide |
SRV | Oracle Service User's Guide |
SYS | Oracle E-Business Suite System Administrator's Guide Documentation Set |
User | Oracle E-Business Suite User's Guide |
WSH | Oracle Shipping Execution User's Guide |