Shipment and Billing Details

Manage shipment, billing, and payment for your sales order.

The sales order sets shipment, billing, and payment values by default according to the customer you select. You can accept the default values, or modify them to meet your requirements.

Use the Shipment Details tab.

• Set ship-to details, such as the ship-to contact person.

• Set the method, such as United States Postal Service.

• Specify freight terms, such as prepaid.

• Specify shipment priority, such as High.

• Add text that describes packing and shipping instructions.

• Estimate availability.

• Ship order lines together in a shipment set or by themselves.

• Specify the supplier, such as the warehouse, the company who supplies the item, and item substitution.

Use the Billing and Payment Details tab.

• Set billing details, such as the bill-to contact person.

• Set the payment term, such as Net 30.

• Enter purchase order details.

• Edit accounting details.

Select the Customer First

The value you set in the Customer attribute affects values you can select in other attributes. For example, the sales order only displays contacts in the Bill-to Contact attribute who are associated with the customer. This behavior also applies with the Bill-to Location, Ship-to Contact, Ship-to Method, Warehouse, Supplier, and so on. If you can't find the value you need, ask your order administrator.

Select Billing and Payment Details

Order Management might disable some attributes on the Billing and Payment Details tab. For example, you must select the Bill-to Location before you can select the Bill-to Contact, and you must select the Bill-to Contact before you can select the Bill-to Method.

Order Management might also disable other attributes depending on the value you select in the Customer attribute. For example, your order administrator might set up the customer so it uses only one Bill-to Location.

Select Accounting Details

Tell Order Management how to send accounting details to Oracle Accounts Receivable.

1. Add your order line, then click Billing and Payment Details.

2. In the Order Line Details area, on the order line, click Actions > Edit Accounting Details.

3. Set the values in the Edit Accounting Details dialog.

Attribute	Description
Accounting Rule	Select the revenue recognition to send to Oracle Accounts Receivable for the invoice line. If you select an accounting rule, then Oracle Accounts Receivables will use the value you select instead of the default value it uses.
Invoicing Rule	Select the time frame to send to Oracle Accounts Receivables. The time frame determines when to recognize receivables if the invoice includes more than one accounting period. If you select an invoicing rule, then Oracle Accounts Receivables will use the value you select instead of the default value it uses.
Receivables Transaction	Select the accounting for debit memos, credit memos, on-account credits, and invoices that Oracle Accounts Receivable creates. Specify whether your transaction entries update customer balances and whether Oracle Accounts Receivable posts these transactions to your general ledger. Oracle Accounts Receivable doesn't use a default value for the receivables transaction. It will use the value you select.

Override Details on Order Lines

Use these tabs to refine details for your order lines.

Some values that you set on these tabs override values you set elsewhere in the sales order. For example, you can enter a value for the Purchase Order on the order header that applies to all order lines. You can also enter a value for the Purchase Order on the Billing and Payment Details tab when there's a different purchase order for the order line.