Display Default Values for Customer Attributes

Control how Oracle Order Management displays default values for customer attributes on sales orders.

If you set the Customer attribute on the order header, then Order Management automatically sets the Bill-to Customer attribute and the Ship-to Customer attribute to the same value that Customer contains, by default. You can modify this behavior.

Bill-to Customer and Ship-to Customer on Create Order page.

You can set an order management parameter to control the values that you can select:

Order Management applies the behavior you specify to sales orders in the Order Management work area and to sales orders that you import.

Set the Customer Relationship Type parameter:

Value	Description
All Customers	Select any bill-to customer or ship-to address, regardless of the sold-to customer. The Customer attribute specifies the sold-to customer. For example, set the Customer attribute to Blowfish, then Order Management will set Bill-to Customer to Blowfish and Ship-to Customer to Blowfish, by default, and will allow you to search and select any bill-to customer, or any ship-to customer and address.
Single Customer	Select only the bill-to customer and the ship-to customer that's the same as the sold-to customer. For example, set the Customer attribute to Blowfish, then Order Management will set Ship-to Customer to Blowfish and Bill-to Customer to Blowfish. You can't modify these values.
Related Customers	Set this value only if you need to import data for related customers. For details, see the Import Data for Customer Relationships attachment on Technical Reference for Oracle Order Management (Doc ID 2051639.1).

Value

Description

All Customers

Select any bill-to customer or ship-to address, regardless of the sold-to customer. The Customer attribute specifies the sold-to customer.

For example, set the Customer attribute to Blowfish, then Order Management will set Bill-to Customer to Blowfish and Ship-to Customer to Blowfish, by default, and will allow you to search and select any bill-to customer, or any ship-to customer and address.

Single Customer

Select only the bill-to customer and the ship-to customer that's the same as the sold-to customer.

For example, set the Customer attribute to Blowfish, then Order Management will set Ship-to Customer to Blowfish and Bill-to Customer to Blowfish. You can't modify these values.

Related Customers

Set this value only if you need to import data for related customers. For details, see the Import Data for Customer Relationships attachment on Technical Reference for Oracle Order Management (Doc ID 2051639.1).

Note

Specify the business unit where you want to apply this behavior. For example, if you set the Business Unit attribute on the parameter to Vision Operations, then Order Management will apply the behavior only when the Business Unit attribute on the sales order contains Vision Operations.

Set the Business Unit attribute on the parameter to All Business Units and Order Management will apply the behavior on all sales orders.
Order Management applies the behavior that you specify to sales orders in the Order Management work area and to sales orders that you import.
Order Management doesn't use relationships that you set up in Trading Community Architecture. If you must create a relationship, then set Customer Relationship Type to All Customers, and write an order management extension that enforces ship-to or bill-to customer for each party that Trading Community Architecture defines. For details, see Overview of Creating Order Management Extensions.

For more, see Manage Order Management Parameters and Extend Extensible Flexfields.