Contents

• Title and Copyright Information
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1 Hello

• Overview
  • What's New in Implementing Order Management
  • Overview of Order Management
  • Use Order Management to Fulfill Different Types of Sales Orders
• Details
  • How Order-to-Cash Works in Order Management
  • How Data Flows Through Order Management
  • How Order-to-Cash Works with Order Capture Systems

2 Implement Business Process Flows

• Order-to-Cash
  • Roadmap for Setting Up Order-to-Cash
  • Guidelines for Setting Up Order-to-Cash
  • Quick Start for Setting Up Order-to-Cash
  • Overview of Implementing Order Management
• Business-to-Business Messaging
  • Overview of Business-to-Business Messaging in Order Management
  • How Business-to-Business Messaging Works in Order Management
  • Set Up Business-to-Business Messaging in Order Management
• Various Setups
  • Security
    • Privileges That You Need to Implement Order Management
    • Set Up User Roles and Privileges in Order Management
  • General
    • Opt Into Features in Order Management
    • Identify Hosts and Ports for Order Management
    • Manage Order Management Parameters
    • Use Item Validation Organizations with Order Management
    • Time Zone Differences in Order Management
    • Set Up Units of Measure
    • Display Data from Different Offerings
    • Manage Your Watchlists
  • Collect Data
    • Overview of Collecting Promising Data for Order Management
    • Collect Planning Data for Order Management
    • Collect Source System Data
    • Collect Runtime Data
    • Set Up Promising Rules and Sourcing Rules for Order Management
    • Refresh the Order Promising Server for Order Management
  • Display Customer Details
    • Overview of Displaying Customer Details on Sales Orders
    • Display Account Details on Sales Orders
    • Display Party Details on Sales Orders
    • Display Default Values for Customer Attributes
    • Display Ship-to Addresses On Sales Orders
    • Display Bill-to Addresses On Sales Orders
    • Display Contacts on Sales Orders
    • Display Payment Terms on Sales Orders
    • Set Default Values for Other Attributes on Sales Orders
    • Import Customer Data for Your Sales Orders
  • Copy Setups
    • Copy Setups Between Instances of Order Management
    • Reference for Copying Setup Data Between Instances of Order Management

3 Integrate

• Introduction
  • Overview of Integrating Order Management
  • Guidelines
    • Guidelines for Integrating Order Management
    • Guidelines for Setting Up Your Integration
    • Guidelines for Sending the Response from Your Order Fulfillment System
• Oracle Applications
  • Overview
    • Overview of Integrating Order Management with Other Oracle Applications
    • Get Started with Integrating Order Management with Other Oracle Applications
    • Demonstration of Integrating Order Management with Other Oracle Applications
  • Guidelines
    • Create Your Service Mapping
    • Use Extensible Flexfields in Your Integration
    • Use Descriptive Flexfields in Your Integration
    • Set Up an Integration Algorithm
  • Procedures
    • Use a Service Mapping to Integrate Order Management with Other Oracle Applications
    • Use Different Line Types
    • Use Integration Algorithms to Implement Complex Logic
  • Inventory
    • Reduce Inventory When a Sales Order Doesn't Require Picking or Shipping
    • Setup Options for Reducing Inventory
    • Guidelines for Reducing Inventory
    • Reduce Inventory Without Picking or Shipping
    • Constrain Updates According to Inventory Management's Status
  • Transportation
    • Overview of Integrating Order Management with Transportation Management
    • How Order Management Integrates with Transportation Management
    • Guidelines for Integrating Order Management with Transportation Management
    • Integrate Order Management with Transportation Management
  • Shipping
    • Convert Shipment Costs to Freight Charges
    • Update Attributes on Split Order Lines for Partial Shipments
  • Global Trade Management
    • Integrate Order Management with Global Trade Management
    • Get Details About Transactions with Global Trade Management
  • Receivables
    • Overview
      • Overview of Integrating Order Management with Accounts Receivable
      • Integrate Order Management with Accounts Receivable
      • Integrate Order Management with Accounts Receivable When You Use Financial Orchestration
    • Integrate Attribute Values
      • Integrate a Predefined Attribute Between Order Management and Accounts Receivable
      • Integrate Your Own Header Attributes Between Order Management and Accounts Receivable
      • Integrate Your Own Order Line Attributes between Order Management and Oracle Receivables
      • Specify Transaction Types When You Integrate Order Management with Accounts Receivable
      • Attributes That You Can Use When You Integrate Order Management with Accounts Receivable
    • More Stuff
      • Integrate Recurring Billing Between Order Management and Accounts Receivable
      • Include Price, Discounts, and Shipping Charges in Your Payloads
      • Create One Invoice for Sales Orders with Items That Can and Can't Ship
      • Get Things Moving Again in Accounts Receivable
  • Revenue
    • Overview of Integrating Order Management with Revenue Management
    • Integrate Order Management with Revenue Management
    • Recognize Revenue on Different Dates
  • Subscriptions
    • Overview of Integrating Order Management with Subscription Management
    • Integrate Order Management with Subscription Management
    • Create Coverages for Assets
    • Create Integrated Coverage Lines in Order Management
    • Renew Coverages and Subscriptions in Order Management
    • Use Rate Plans with Your Subscriptions
  • eBusiness Suite
    • Overview of Integrating Order Management with eBusiness Suite
    • How Order Management Integrates with eBusiness Suite
    • Integrate Order Management with eBusiness Suite
    • Connect SOA Server to Order Management and eBusiness Suite
    • Integrate eBusiness Suite With Order Management
    • Flows That Order Management Uses with eBusiness Suite
  • Flexfields
    • Overview of Using Flexfields to Integrate Order Management with Other Oracle Applications
    • Use Descriptive Flexfields to Integrate Order Management with Other Oracle Applications
    • Use Extensible Flexfields to Integrate Order Management with Other Oracle Applications
    • Map Extensible Flexfields to Descriptive Flexfields
  • Reference
    • Entities and Attributes That You Can Use When You Integrate Order Management with Other Oracle Applications
• Web Services
  • Overview
    • Web Services That You Can Use to Integrate Order Management
    • Guidelines for Using Web Services to Integrate Order Management
  • Reference
    • Example Web Service Payloads That Integrate Order Management
    • Attributes That You Can Use with Web Services
    • Operations and Attributes You Can Use with the Receive Order Request Service
• Upstream Source Systems
  • Integrate Order Management with Source Systems
  • Integrate Names and Codes Between Source Systems and Order Management
  • Match Import Data to Order Management Data
  • Temporarily Reserve Supply with Order Management
• Downstream Fulfillment Systems
  • Connect and Route
    • Overview of Connecting Order Management to Your Fulfillment System
    • Example of Integrating Order Management with Your Fulfillment System
    • Connect Order Management to Your Fulfillment System
    • Manage Connector Details Between Order Management and Your Fulfillment System
    • Route Requests from Order Management to Fulfillment Systems
    • Route Requests from Order Management to Fulfillment Systems Without Cross-References
    • Actions That You Can Set When Routing Requests to Fulfillment Systems
    • Aggregate Requests That Order Management Sends to Your Fulfillment System
  • Business Events
    • Overview of Using Business Events with Order Management
    • How Integration Cloud Service Integrates Order Management
    • Use Integration Cloud Service with Order Management
    • Filter Details when Using Integration Cloud Service with Order Management
    • Get CSF Keys So You Can Sign Into Integration Cloud Service
• Cross-References
  • Overview of Creating Cross-References in Order Management
  • Create Cross-References in Order Management
  • Integrate Order Management Without Cross-Referencing Customer Attributes
  • Entities You Can Cross-Reference in Order Management
• Drop Ship
  • Overview
    • Overview of Drop Ship in Order Management
    • How Drop Ship Works in Order Management
  • Guidelines
    • Integrate with Oracle Procurement
    • Set Up Features, Manage Change, and More for Drop Ship
    • Manage Processing Constraints for Drop Ship
    • Use Compensation Patterns to Manage Purchase Orders
    • Manage Sales Orders and Purchase Orders
  • Procedures
    • Set Up Drop Ship in Order Management
    • Set Up Financial Flows for Drop Ship
    • Specify Business Units for Drop Ship Flows
    • Indicate an Ownership Change During Drop Ship
    • Recover an Advance Shipment Notice
    • Set Up Drop Ship for Configured Items
    • Use a Service Mapping to Integrate Order Management with Procurement
    • Keep the Dates on Your Sales Orders and Purchase Orders Synchronized
    • Update Attributes on Split Lines for Drop Ship

4 Set Up Features

• Approvals
  • Guidelines
    • Overview of Setting Up Approval
    • Guidelines for Setting Up Your Approval Rule
    • Guidelines for Setting Up Your Approval Task
    • More Guidelines for Setting Up Approval
  • Procedures
    • Set Up Approval Rules for Sales Orders
    • Set Up Approval Tasks for Sales Orders
    • Set Up Parallel Approval Requests for Sales Orders
    • Migrate Approval Rules Between Instances of Order Management
    • Get and Display Approval Details for Sales Orders
    • Use Extensible Flexfields In Approval Rules
• Credit
  • Credit Check
    • Overview of Setting Up Credit Check
    • Guidelines for Setting Up Credit Check
    • Set Up Credit Check
    • Allow Users to Close Case Folders
    • Control Who Can Release Credit Check Hold
    • Import Source Orders That Include Credit Check
    • Extend Credit Check
    • Skip Credit Check
  • Credit Card
    • Overview of Setting Up Credit Cards
    • Enable the Credit Card Feature in Order Management
    • Add New Credit Card and Make it the Primary
    • Import Credit Cards Into Order Management
    • Use Credit Card Tokens to Improve Security
• Projects
  • Overview of Setting Up Projects in Order Management
  • Import Your Project Details
  • Set Up Projects in Order Management
• Dual Units of Measure
  • Overview of Setting Up Dual Units of Measure
  • Set Up Dual Units of Measure
  • Calculate Credit for Referenced Returns
  • Residual Quantity Transactions with Dual UOMs
• Agreements
  • Overview of Setting Up Sales Agreements in Order Management
  • Set Up Sales Agreements in Order Management
  • Attributes You Can Use When Setting Up Sales Agreements in Order Management
• Trade Compliance
  • Overview of Setting Up Trade Compliance
  • How Trade Compliance Works in Order Management
  • Guidelines for Setting Up Trade Compliance
  • Set Up Trade Compliance in Order Management
  • Set Up Trade Compliance so it Happens During Order Fulfillment
  • Constrain Trade Compliance Screening
  • Set Up Trade Control Types
• Coverages and Subscriptions
  • Set Up Coverages for Sales Orders
  • Add Fixed and Open-Ended Coverage to Sales Orders
  • Set Up Orchestration Processes for Coverage Items
  • Set Up Subscriptions for Sales Orders
  • Set Up Subscriptions for Covered Items
  • Import Source Orders That Include Coverages and Subscriptions
• Customer Items
  • Customer Items in Order Management
  • Set Up Customer Items for Order Management
• Accounting
  • Track Items as Assets in Order Management
  • Set Up Business Units for Selling Profit Centers
• Tax
  • Apply Tax According to Customer Site
  • Apply Tax According to Customer
  • Apply Tax Before You Calculate a Discount
  • Apply Tax After You Calculate a Discount
  • Change Your Tax Rate
  • Let Your Users Set the Tax Rate
  • Make Sales Order Tax and Invoice Tax the Same
  • Don't Add Any Tax on Sales Orders
  • Set Up Tax Profile for Legal Entity
  • Get Tax Details Through SQL
  • Troubleshoot Tax Set Up
• More
  • Create Direct Links to Order Management Pages

5 Import and Transform

• Import
  • Overview
    • Overview of Importing Orders Into Order Management
  • Guidelines for Using File-Based Data Import
    • Convert Source Data Into CSV File
    • Use the Import Sales Order Template
    • Upload and Import Your Data
  • Procedures
    • Import Orders Into Order Management
    • Example of Importing Orders into Order Management
    • Automatically Import Source Orders into Order Management
    • Use Web Services to Import Orders
    • Specify the Orchestration Process When You Import
  • Import a Large Volume of Sales Orders
    • Import and Fulfill Large Volumes of Sales Orders
    • Guidelines to Import and Fulfill Large Volumes of Sales Orders
    • Use REST API with FBDI to Import Large Volumes of Sales Orders
    • Use REST API to Import Large Volumes of Sales Orders
    • Use Order Management Extensions to Import Large Volumes of Sales Orders
  • Import Different Kinds of Data
    • Import Different Kinds of Data
    • Export and Import Setup Data with Inventory Organizations
    • Import Customer Items Into Order Management
    • Import Addresses into Order Management
    • Use REST API to Update and Split Fulfillment Lines
    • Import Shipping Method
    • Import Returns When You Split the Original Order Line
    • Cancel Backorder During Import
  • Import Pricing
    • Freeze Price on Sales Orders
    • Import Rollup Charges for Configured Items
    • Import Tax on Sales Orders
    • Example of Importing Price Details
  • Troubleshoot
    • Troubleshoot Problems With Order Import
    • Compare Import Data to Oracle Database Data
• Transform
  • Overview
    • Overview of Transformation Rules
    • Pretransformation Rules
    • Transformation Rules
    • Posttransformation Rule
  • Procedures
    • Set Up Transformation
    • Create Transformation Rules
    • Create Advanced Transformation Rules
    • Add Promotional Items That Reward Your Customers

6 Orchestrate

• Overview
  • Overview of Orchestration Processes
  • Examples of Setting Up Orchestration Processes
  • Guidelines for Setting Up Orchestration Processes
  • Guidelines for Setting Up Orchestration Process Steps
• Create
  • Set Up Orchestration Processes
  • Add Lead-Times for Orchestration Process Steps
  • Select Fulfillment Lines for Orchestration Process Steps
  • Prevent Orchestration Process from Shipping Return Lines
  • Add Branches to Orchestration Processes
• Deploy
  • Deploy Orchestration Processes
  • Use Oracle Middleware to Deploy Orchestration Processes
  • Migrate Orchestration Processes in Order Management
• Assign
  • Guidelines for Assigning Orchestration Processes
  • Assign Orchestration Processes
• Pause
  • Overview
    • Overview of Pausing Orchestration Processes
    • Guidelines for Pausing Orchestration Processes
    • Resume Paused Orchestration Processes
  • Pause for Time
    • Pause Orchestration Processes for Time
    • Pause According to the Current Time
    • Pause for Time with Flexfields
    • Use Case to Pause for Time
  • Pause for Events
    • Pause Orchestration Processes for Events
    • Pause for Shipping
    • Use Case to Pause for an Event
  • Pause for Dependencies
    • Pause Orchestration Processes for Dependencies
    • Use Case to Pause for a Dependency
• Hold
  • Guidelines for Setting Up Holds on Sales Orders
  • Use Holds to Stop Orchestration Processes
  • Manage Sales Order Holds Across Systems
  • Use Your Own Task Type to Apply Holds
  • Use Order Management Extensions to Apply Holds
  • Use REST API to Apply and Release Holds
• Fulfillment Task
  • Fulfillment Tasks
  • Task Services
  • Create Your Own Task Type
  • Recalculate Order Totals with Your Own Task Type
  • Guidelines for Reserving Inventory
  • Transfer Inventory Between Business Units to Fulfill Sales Orders
  • Don't Use Order Promising to Schedule Fulfillment

7 Use Business Rules

• Overview
  • Overview of Using Business Rules With Order Management
  • How Business Rules Work
  • Parts of a Business Rule
• Guidelines
  • Use Tools and Environments to Create Business Rules
  • Apply Logic in Business Rules
  • Create Different Types of Business Rules
  • Use Business Rules in Orchestration Processes
  • Use Business Rules When You Can't Use Extensions
  • Reference Attributes in Business Rules
  • Migrate Business Rules in Order Management
• Oracle Business Rules
  • Use the Business Rules Editor
  • Use Advanced Mode and Tree Mode in Business Rules
  • Use Decision Tables and Bucket Sets in Business Rules
  • Calculate Dates in Business Rules
  • Manage Errors and Conflicts in Business Rules
  • Functions You Can Use in Business Rules
• Visual Information Builder
  • Use Visual Information Builder
  • Manage Routing Rules
  • Manage Pretransformation Rules

8 Process Sales Orders

• Control Behavior
  • Use Order Profiles to Control Order Management Behavior
  • Use Groups to Manage and Control Sales Orders
  • Modify How Order Management Displays Attributes
  • Set Up Messages in Order Management
  • Set Up Item Substitution in Order Management
• Manage Order Status
  • Overview
    • Orchestration Process Status
    • Manage Status Values
  • Set Ups
    • Manage Task Status Conditions
    • Group Statuses for Orchestration Processes
  • Fulfillment Line
    • Fulfillment Line Status
    • Set Up Fulfillment Line Status
  • Status Condition
    • Add Status Conditions to Orchestration Processes
    • Add Status Conditions to Fulfillment Lines
• Manage Order Values
  • Order Numbers
    • Set Up Sequences for Sales Order Numbers
    • Keep Your Order Number When You Import
  • Attribute Values
    • Control Decimal Precision
    • Manage Lookups in Order Management
    • Set Attribute Values Before You Transform Source Orders
    • Set Attribute Values After You Transform Source Orders
    • Use Different Attributes in the Condition and Do Simple Math
    • Set Values for Attributes That Depend On Each Other
    • Use Flexfields to Set Attribute Values
    • Convert Your Currency
  • Item Values
    • Get Data from Product Information Management
    • Get Values from Product Information Management and Use Them to Set Values on Sales Orders
• Constrain Actions
  • Processing Constraints
  • Constraint Entities
  • Manage Processing Constraints
  • Constrain Changes to Attributes
  • Constrain Changes to Extensible Flexfields
  • Import and Export Your Processing Constraints
• Ship
  • Various Setups
    • Set Default Values for Scheduled Ship Date
    • Set Default Values for Shipping Methods
    • Set Warehouse According to the Value of Some Other Attribute
    • Set Promised Ship and Arrival Dates on Fulfillment Lines
    • Guidelines for Managing Shipment Sets
    • Cancel Backorders and Enforce Single Shipments
  • Shipment Tolerances
    • Guidelines for Setting Up Shipment Tolerances
    • Set Up Shipping Tolerances in Order Management
    • Examples of Setting Up Shipment Tolerances
• Manage Delay
  • Jeopardy Priority
  • Jeopardy Threshold
  • Set Up Jeopardy and Lead Time to Manage Delay
• Change Orders
  • Overview
    • Overview of Managing Change That Happens During Order Fulfillment
    • Guidelines for Managing Change That Happens During Order Fulfillment
    • Manage Order Attributes That Identify Change
  • Measure Cost and Compensate
    • Measure the Cost of Change
    • Compensate Sales Orders That Change
    • Another Example of Compensating Sales Orders That Change
    • Compensate Sales Orders That Are Awaiting Shipping
  • Notify Systems
    • Overview of Sending Notifications from Order Management to Other Systems
    • Send Notifications from Order Management to Other Systems
• Return Orders
  • Guidelines for Processing Return Orders
  • Create a Return Reason
  • Import Return Orders
  • Allow Users to Return Items Without the Original Sales Order
  • Constrain Return Orders
  • Return Sales Orders Without Credit Memo
  • Don't Refund Lines That You Return to Your Customer

9 Configure-to-Order

• Overview
  • Overview of Configure-to-Order
  • Examples of Using Configure-to-Order
  • How Configure-to-Order Works
• Main Setup
  • Overview
    • Guidelines for Setting Up Configuration Models
    • Overview of Setting Up Configuration Models
  • Details
    • Visualize the Hierarchy for Your Configuration Model
    • Manage Your Item Class
    • Create Your Configuration Model
    • Set Up Numbers for Your Configuration Model
    • Set Up Pricing for Your Configuration Model
    • Specify Catalog and Category for Your Configuration Model
    • Collect Planning Data for Your Configuration Model
    • Create Promising Rules for Your Configuration Model
    • Create Sourcing Rules for Your Configuration Model
    • Troubleshoot Problems with Configure-to-Order
• Web Services
  • Overview of Using Web Services with Configure-to-Order
  • Operations You Can Use with Web Services for Configured Items
  • Integrate Configured Items
  • Structure Your Configured Item's Payload
  • Call Web Service and Process Response
  • Call the Web Service Through Proxy
  • Examples of Using Web Services with Configure-to-Order
  • Attributes in the Response Payload
• Other Setups
  • Work Definitions
    • Guidelines for Creating Work Definitions for Configured Items
    • Create Work Definitions for Configured Items
  • Forecasts
    • Forecast an Assemble-to-Order Item
    • Weight Configure Options When Forecasting Demand
  • Transaction Details
    • Guidelines for Capturing Transaction Details
    • Capture Details During Transactions
  • Purchase Orders
    • How Purchase Orders Work with Configured Items
    • Create Purchase Orders for Configured Items
    • Receive Purchase Order for Configured Item
• More
  • View Structures of Configured Items
  • Monitor Downstream Fulfillment
  • Control Explosion Dates for Configuration Models

10 Extend

• Extensions
  • Overview
    • Overview of Creating Order Management Extensions
    • Points Where You Can Run Order Management Extensions
  • Guidelines
    • Determine Data Requirements and Consider Runtime Behavior
    • Use Proven Coding Techniques
    • Test Your Order Management Extension
  • Examples
    • Extend Order Headers
    • Extend Order Lines
    • Extend Order Revisions
    • Extend Return Orders
    • Extend Attachments
    • Extend Billing and Payment
    • Extend Shipping
    • Extend Extensible Flexfields
    • Verify Data That Users Enter
    • Update the Order's Submit Date
    • Validate Relationships Between Attributes
    • Use Extensions to Cancel Order Lines
  • External
    • Guidelines for Calling Web Services in Order Management Extensions
    • Call Web Services from Order Management Extensions
    • Guidelines for Using Extensions to Get Data from Oracle Applications
    • Use Extensions to Get Data from Oracle Applications
    • Example of Using an Extension to Get Data from Oracle Applications
  • Messages
    • Guidelines for Using Extensions to Manage Messages
    • Use Extensions to Manage Messages
    • See How Long it Takes for Your Extension to Finish
  • Reference
    • Methods That You Can Use with Order Management Extensions
    • Entities That You Can Use With Order Management Extensions
    • Attributes That You Can Use With Order Management Extensions
• Flexfields
  • Overview
    • Overview of Using Extensible Flexfields in Order Management
    • Overview of Setting Up Extensible Flexfields in Order Management
    • Guidelines for Setting Up Extensible Flexfields in Order Management
  • Set Up
    • Set Up Extensible Flexfields in Order Management
    • Use Your Own Payload to Import Extensible Flexfields
    • Another Example of Importing Flexfield Data Through Web Services
    • Update Extensible Flexfields During Fulfillment
    • Use Order Management Extensions to Get Values from Extensible Flexfields
    • Use Rich Text Files to Print Extensible Flexfield Data in Order Headers
    • More Set Up Details for Extensible Flexfields
    • Troubleshoot Extensible Flexfields in Order Management
  • Business Rules
    • Use Extensible Flexfields in Transformation Rules
    • Use Extensible Flexfields in Advanced Transformation Rules
    • Use Extensible Flexfields in Assignment Rules
    • Use Extensible Flexfields in Line-Selection Rules
    • Another Example of Using Extensible Flexfields In Line-Selection Rules
    • Use Extensible Flexfields in Change Management Rules
    • Identify Flexfield Contexts and Category Codes for Your Business Rules
    • Patterns That You Can Use with Extensible Flexfields in Business Rules

11 Email, Reports, and Attachments

• Email
  • Administer Email Messaging in Order Management
  • Administer Email Format in Order Management
• Reports
  • Use Reports and Analytics with Order Management
  • Modify Report Templates
• Attachments
  • Overview of Integrating Attachments in Order Management
  • Integrate Attachments in Order Management

12 Maintain and Troubleshoot

• Tools and Techniques
  • Get Help From My Oracle Support
  • Use SQL to Query Order Management Data
  • Get Error Messages and Status Updates
  • Use Diagnostics to Troubleshoot Sales Orders
• Details
  • Troubleshoot Order Management
  • Troubleshoot Problems with Web Services
  • Filter Lines In Your Extensions, Rules, and Constraints
  • Upstream
    • Fix Connection Problems with Source Systems
  • Downstream
    • Troubleshoot Problems in Downstream Fulfillment
    • Fix an Order Status That Doesn't Update to Shipped
    • Update or Close Fulfillment Lines That Remain Open
    • Resolve Problems with the Warehouse Attribute on Sales Orders
    • Delete Records That Don't Contain Transaction Data
    • Fix Errors in All Sales Orders
    • Troubleshoot Global Order Promising for Order Management