Setting Up Sales Advisor Included Document Types

To set up document types for sales advisor features:

1. Access the Add Sales Advisor Included Document Types form.

   Form Name	Form ID	Navigation
   Add Sales Advisor Included Document Types	W42X001A	Sales Advisor Setup (G42X41). Select Sales Advisor Included Document Types (P42X001). Click Add on the Work With Sales Advisor Included Document Types form.

2. On the Add Sales Advisor Included Document Types form, complete these fields:

   Sales Advisor Feature

   Enter a value from UDC (42X/DT) that identifies the type of Sales Advisor feature.

   The following Sales Advisor features are defined by the system and should not be changed:

   01: Cross Sell and Frequency

   02: Profit Simulation

   03: Order Profit

   Document Type

   Enter a value from UDC (00/DT) that identifies the origin and purpose of the transaction. Oracle reserves several prefixes for document types, such as vouchers, invoices, receipts, and timesheets. The reserved document type prefixes for codes are:

   S: Sales order documents.

   P: Accounts payable documents.

   R: Accounts receivable documents.

   T: Time and Pay documents.

   I: Inventory documents.

   O: Purchase order documents.

   Document Type Description

   Displays the description of the document type.

   Note: Enter all required order types for the Sales Advisor feature.

3. Click OK.

4. Click Close.