Oracle Order Management Implementation Manual

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Preface

Introduction to Order Management Implementation

Overview of Oracle Order Management

Oracle Order Management Setup

Overview of Setup

Setup Steps

Oracle Order Management Recommended Implementation

Order Management Setup Steps

Setup Steps Defined in Detail

Multi-Org Access Control

Profile Options

Order Management Profile Option Descriptions and Settings

Selected Oracle Application Profile Option Descriptions

Setting Order Management System Parameters

Defining Parameters

Setting Parameter Values

Seeded System Parameters

Accessing the Installation Details Window

Define Tax Features

Define QuickCodes

Viewing Notifications

Exception Management

Define Document Sequences for Order Numbering

Define Order Management Transaction Types

Define Order Import Sources

Defining Processing Constraints

Defining Validation Templates

Defining Record Sets

Define Defaulting Rules

Define Credit Checking Rules

Defining Credit Check Rules

Deactivating Credit Checking

Oracle Payments Processing

Define Automatic Holds

Define Attachments

Defining Documents in Advance

Defining Attachment Addition Rules

Defining Document Categories

Define Freight and Special Charge Types

Setting up Freight Rates and Charges

Setting Up User-Defined Attributes

Overview of Shipping Tolerances

Defining Shipping Tolerances

Release Management Integration Setup for Sales Agreements

Scheduling Across Orders Setup

Setting Up Gross Margin

Setting Up User Item Description

Setup for Related Items

Setup of Recurring Charges

Trading Community Usage Within Order Management

Oracle Order Management Command Center Setup

Setting Up Order Management Command Center

Setup and Configuration Steps for Order Management Command Center

Profile Options for Order Management Command Center

Defining Rules for Assigning Customer Service Representatives to Orders

Using an API User Hook to Assign CSRs to Orders

Running the Assign Customer Service Rep Program

Configuring Descriptive Flexfields for Search

Loading Order Management Data

Loading Data for Credit Check Analyzer

Loading Data for 360 View

Loading Returns Data

Loading Quotes Data

Oracle Pricing Setup

Overview of Basic Pricing

Oracle Advanced Pricing Versus Basic Pricing

Pricing Terminology

Basic Pricing Features

Setting Up Basic Pricing

Overview of Pricing Security

Pricing Security Terms

Pricing Security and Operating Units

Setting up Pricing Security

Changes to Pricing windows after Upgrading and Turning Pricing Security On

Assigning Ownership of Pricing Entities to Operating Units (Entity Usage page)

Creating Pricing Entity Usage

Making Bulk Updates to Pricing Entity Usage

Creating Privileges

Using the Bulk Create Privileges feature

Setting up Default Security Profile Options for New Pricing Entities

Security Profile Option Settings Compared

Setting Pricing Security ON

Overview of Price Lists

Maintaining Price Lists

Price List Features

Overview of GSA Pricing

Setting up GSA Pricing

Overview of Formulas

Overview of Modifiers

Implementing Modifiers

Types of Adjustments

Modifiers: How Do I Define My Product Hierarchy?

Modifiers: How are they qualified?

Modifier: Additional Controls and Special Considerations

Manual Adjustments using Modifiers

Overview of Agreements

Revising Agreements

Defining Special Terms for an Agreement

Setting up Agreements

Overview of Contexts and Attributes in Attribute Management

Creating Context and Attributes

Deleting Contexts

Creating Attributes

Deleting Attributes

Linking Attributes to a Pricing Transaction Entity

Viewing Information about a Pricing Transaction Entity

Summary of Attribute Levels for Pricing Setup windows

Using Defaulting Rules in Basic Pricing

Overview of Freight and Special Charges

Process Flows

Setting up Pricing Modifiers for Freight and Special Charges

Setting up Freight and Special Charges For Cost to Charge Conversion

Other Business Scenarios

Troubleshooting Freight and Special Charges

Service Duration Computation

Price Book

Bulk Loader Import

Oracle Configurator Setup Requirements

Overview

Configurator

Order Entry

Negotiation in Order Management

TeleSales eBusiness Center to Sales Orders Window

Order Purge and Archive

Considerations during Order Copy

Sales Agreements

Preview and Print Sales Documents

XML Publisher Multi-Language Support

Internal Sales Orders

Enhanced Intercompany Invoicing for Internal Sales Orders

Integration of Advanced Pricing and Intercompany Invoicing

Intercompany Invoicing

Intercompany Invoicing Incoming Cost

Returns and Credits

Process Flow

Workflow

Shipping Execution Setup

Defining a New Role

Copying an Existing Role

Granting a Role to a User

Finding Grants and Roles

Updating a User's Grant

Defining Global Parameters

Shipping Parameters

Defining Shipping Parameters

Defining Pick Release Parameters

Defining Shipping Transaction Parameters

Defining Delivery Parameters

Defining Freight Carriers and Ship Methods

Ship Method

Defining Freight Costs

Defining Shipment Transit Times

Defining Document Sequences

Defining Document Categories

Assigning Document Sequences to Document Categories

Defining Shipping Document Sets

Choosing Printers for Shipping Documents and Labels

Defining Pick Slip Grouping Rules

Defining Release Rules

Defining Release Sequence Rules

Defining Transportation Calendars

Defining Shipping Exceptions

Defining Containers and Vehicles

Defining Container-Item Relationships

Finding Container-Item Relationships

Using LPNs/Containers in Shipping Execution

LPN/Container Setup Steps

Creating LPNs/Containers

Define Default Containers for Customer Items

Packing Items into LPNs/Containers

Additional LPN/Container Functionality

International Trade Management Partner Integration

Regions and Zones

Order Processing

Setting Up Regions and Zones

Oracle Shipping Debugger

Order Entry Tools

Defining Line (Transaction) Types

Defining Order Transaction Types

Assigning Workflows to Transaction Types

Workflow Validation

Creating a Document Sequence

Assign a Document Sequence

Reports

Example

Using Workflow in Order Management

Overview

Workflow

Fulfillment with Wait

Line Flow: Generic, Performance

Using Custom Workflows

Defaulting Rules

Key Enhancements

Terminology

Attributes and Entities in Order Management

Conditions

Sequence of Defaulting

Implementation Considerations

New Defaulting Features

Order Management Defaulting Rules

Cascading

Order Inquiry and Status

Pricing and Availability

Profiles and Parameters

Setup

Order Organizer

Profiles

Creating & Managing Folders in Oracle Applications

Order Information

Setup

Oracle Applications Framework (OAF) Overview

Menus and Responsibilities

FND Messages and Lookups

UI Definition Overlays with the OA Personalization Framework

OA Personalization Framework

Personalization Levels

Admin-Level Personalizations

Create/Update View Page

General Properties

Column or Attribute Properties

Search Query to Filter Data in Table

Saving Your Personalized View

Personalizing the Order Information Portal

Advanced Settings

Adding New Items With OA Personalization Framework

Add a New Region Item

Add a Link in the What's New Region

Items

Item Usage in Order Management

Oracle Order Management Implementation Manual

Contents