Reference for Copying Setup Data Between Instances of Order Management

Get the details you need when you copy setup data between instances of Order Management.

Collect Reference Data and Transaction Data for Order Orchestration and Order Promising

The Order Orchestration and Planning Data Repository includes the data that Order Management needs to orchestrate sales order fulfillment and that Global Order Promising needs to promise sales orders. Use data from your source system or from an Oracle Application source system to populate the repository.

Source Systems

Specify the source system and maintain data collection parameters for the source system. Collect data from applications.

Application	Description
Order Management	Collect data. Oracle Applications data, including data that's not specific to an item or customer. Collect reference entities so you can validate and cross-reference them. Order capture codes. Accounts receivable codes. Accounting terms and currencies. Miscellaneous data.
Global Order Promising	Collect data. Existing supply, including on-hand, purchase orders, and work orders Capacity, including supplier capacity and resource capacity Related demand, including work order demand and resource requirements for work orders Planned supply, including buy and make orders that you plan Reference data, including calendars, transit items, and routing

Application

Description

Order Management

Collect data.

Oracle Applications data, including data that's not specific to an item or customer. Collect reference entities so you can validate and cross-reference them.
Order capture codes.
Accounts receivable codes.
Accounting terms and currencies.
Miscellaneous data.

Global Order Promising

Collect data.

Existing supply, including on-hand, purchase orders, and work orders
Capacity, including supplier capacity and resource capacity
Related demand, including work order demand and resource requirements for work orders
Planned supply, including buy and make orders that you plan
Reference data, including calendars, transit items, and routing

You must refresh Global Order Promising after you collect data to make sure it has the data that you most recently collected.

Setup and Maintenance

Use pages in the Setup and Maintenance work area to manage source systems and collect data.

Page	Description
Manage Orchestration Source Systems	Manage your source system and the parameters that you use to collect data.
Manage Orchestration Data Collection Processes	Manage reference data from other source systems. Specify whether to enable cross-referencing for various entities, such as Currencies, Units of Measure, and so on.
Review Collected Order Reference Data	Examine the data that you collected from other source systems for order orchestration.
Manage Planning Source Systems	Manage planning source systems and collection parameters so you can use it to collect data.
Manage Planning Data Collection Processes	Manage planning data from a source system.
Review Planning Collected Data	Examine the data that you collected from other source systems.
Monitor Planning Data Collection Process	Monitor the collection for planning data that's currently running or that collections already finished.

For details, see:

Copy Other Setup Data

Copy your setup data from a source instance of Order Management to a target instance of Order Management.

Setup	Description
Item Setup	Export and import a configuration package to copy setup data for your item, such as organization, class, catalog, category, lifecycle phase, and so on. Use interface tables so you can copy items, item structures, and item relationships. Use the Import Items page and the Monitor Item Imports page to manage imports for your item.
Party Setup	Export, then import a configuration package so you can copy setup data for your parties, such as relationship type, classification, geography lookup, source system for your trading community, and so on. Use interface tables to copy party data. Use the Import Persons and Organizations page to manage your imports that include party data.
Security Setup	Use commands in the Lightweight Directory Access Protocol (LDAP) to copy job roles. For details, see Implementing Security.

Get More Documentation

See these books to get details about copying your setup data.

Get details about using Product Information Management.

Get other details.

Business Objects That You Can Export and Import

Specify business objects when you copy setup data for Order Management between configuration packages.

Supply Chain Management

Export and import business objects in Oracle Supply Chain Management.

Application	Page	Description	Business Object
Advanced Supply Chain Planning	Manage Enterprise Scheduler Jobs for Advanced Planning Applications	Manage jobs for Oracle Enterprise Scheduler and the sources that you use to provide values to a planning application, such as Global Order Promising.	Enterprise Scheduler Job List of Values Source
Advanced Supply Chain Planning	Manage Global Order Promising Profile Options	Manage profile options and values to control Global Order Promising, such as the default values to use on a page or timeout parameters.	Application Profile Value
Order Management	Generate Constraint Package	Create a dynamic package that activates new validation rule sets for processing constraints.	Orchestration Change Constraint
Order Management	Manage Constraint Entities	Manage the entities to use when you apply a constraint.	Orchestration Change Constraints Object
Order Management	Manage Enterprise Scheduler Jobs for Order Orchestration	Manage jobs for Oracle Enterprise Scheduler and the sources that these jobs use for lists of values in Order Management.	Enterprise Scheduler Job List of Values Source
Order Management	Manage Hold Codes	Manage the abbreviations that Order Management uses to hold processing for a sales order or order line.	Orchestration Hold Code
Order Management	Manage Jeopardy Priorities	Manage score codes that indicate the severity of the delay of a task.	Orchestration Jeopardy Priority
Order Management	Manage Jeopardy Thresholds	Manage jeopardy threshold definitions that determine the degree of action to take when orchestration highlights potential or actual fulfillment issues because of delays.	Orchestration Jeopardy Threshold
Order Management	Manage Orchestration Attachment Categories	Manage attachment categories that group messages together.	Application Attachment Category
Order Management	Manage Orchestration Descriptive Flexfields	Manage validation and display properties of descriptive flexfields. Use descriptive flexfields to add modified attributes to entities.	Application Descriptive Flexfield
Order Management	Manage Orchestration Extensible Flexfields	Manage properties of extensible flexfields to extend the attributes of a transactional entity. Use extensible flexfields to collect more than one context in the same flexfield.	Application Extensible Flexfield
Order Management	Manage Order Lookups	Manage lookup values for attributes, such as the return reason code or activity type.	Application Standard Lookup
Order Management	Manage Orchestration Process Definitions	Manage the definitions that determine how Order Management orchestrates fulfillment.	Orchestration Process
Order Management	Manage Orchestration Profiles	Manage profile definitions to specify how orchestration processes data.	Application Profile Value
Order Management	Manage Order Attributes That Identify Change	Manage the attributes that are necessary to identify changes in each sales order.	Orchestration Change Attribute
Order Management	Manage Processing Constraints	Manage the rules that control attempted changes to order orchestration.	Orchestration Change Constraint
Order Management	Manage Status Values	Manage status values for tasks.	Orchestration Status Code
Order Management	Manage Task Status Conditions	Manage the process status conditions that indicate when the process uses a status. Specify these conditions when you set up the orchestration process.	Orchestration Status
Order Management	Manage Task Types	Manage the task types that group tasks and services for status management, jeopardy, orchestration processes, and run time behavior.	Orchestration Task
Global Order Promising	Manage Order Promising Server Profile Options	Manage profile options and values to control the Order Promising server, such as specifying the assignment set or enabling a web service so it can do available to promise.	Application Profile Value
Inventory Management	Manage Enterprise Scheduler Jobs for Logistics Common Applications	Manage Oracle Enterprise Scheduler jobs and the sources that they use to provide lists of values for common components in Logistics.	Enterprise Scheduler Job List of Values Source
Inventory Management	Manage Units of Measure	Manage the units of measure that your organization uses to identify the quantity for an item.	Unit of Measure Unit of Measure Class Unit of Measure Interclass Conversion Unit of Measure Intraclass Conversion
Product Information Management	Create Catalog	Create an item catalog, and add attachments and images to it.	Item Catalog, Item Category
Product Information Management	Manage Enterprise Scheduler Jobs for Product Management Common Applications	Manage Oracle Enterprise Scheduler jobs and the sources that they use to provide lists of values for common components in Product Information Management.	Enterprise Scheduler Job List of Values Source
Product Information Management	Manage Default Catalogs	Manage catalog assignments for each functional area.	Functional Area Item Catalog
Product Information Management	Manage Default Item Class	Manage the root item class.	Item Class
Product Information Management	Manage Item Organizations	Manage the structure that you use for each item in Product Information Management. Each structure contains details about the parent item, components, attachments, and descriptive elements.	Item Organization
Product Information Management	Manage Key Flexfield for Catalogs	Manage flexfield segments for each catalog and the validation to use for the catalog classification key. You must set up the flexfield that you use for the catalog key to make sure Product Information Management works as expected.	Application Key Flexfield
Product Information Management	Manage Lifecycle Phases	Manage the phases of each item lifecycle.	Item Lifecycle Phase
Supply Chain Management Common Components	Manage Data Security Policies	Manage grants of entitlement for each user or job role on an object or attribute group according to a condition.	Application Data Security Policy

Common

Export and import business objects in Oracle Middleware Extensions for Applications in the Common family.

Page	Description	Business Object
Manage Administrator Profile Values	Manage settings and values for your profile options to control application behavior.	Application Profile Value
Manage Applications Core Administrator Profile Values	Manage settings and values for your profile options to control Oracle Middleware Extensions for Applications behavior.	Application Profile Value
Manage Applications Core Attachment Categories	Manage attachment categories for Oracle Middleware Extensions for Applications.	Application Attachment Category
Manage Applications Core Attachment Entities	Manage attachment entities for Oracle Middleware Extensions for Applications.	Application Attachment Entity
Manage Applications Core Descriptive Flexfields	Manage descriptive flexfields for Oracle Middleware Extensions for Applications.	Application Descriptive Flexfield
Manage Applications Core Messages	Manage messages for Oracle Middleware Extensions for Applications.	Application Message
Manage Applications Core Profile Categories	Manage categories to group profile options in Oracle Middleware Extensions for Applications according to their functional area. Use categories to search for related profiles and to set up data security rules.	Application Profile Category
Manage Applications Core Profile Options	Manage profile options that affect Oracle Middleware Extensions for Applications behavior, and specify the levels that you can use to set them.	Application Profile Value
Manage Applications Core Standard Lookups	Manage lookup values for Oracle Middleware Extensions for Applications.	Application Standard Lookup
Manage Applications Core Value Sets	Manage value sets for Oracle Middleware Extensions for Applications.	Application Flexfield Value Set
Manage Attachment Categories	Manage categories for attachments for security purposes.	Application Attachment Category
Manage Attachment Entities	Manage the default repository folders to use when storing attachments for each application entity.	Application Attachment Entity
Manage Common Lookups	Manage lookups that are common across applications and that you use in common lookup views.	Application Common Lookup
Manage Currencies	Manage ISO standard currencies.	Application Reference Currency
Manage Data Security Policies	Manage entitlements for each user or job role on an object or group of attributes according to a condition.	Application Data Security Policy
Manage Descriptive Flexfields	Manage segments and other parts of the descriptive flexfields that you use to store details that Order Management doesn't typically store.	Application Descriptive Flexfield
Manage Document Sequence Categories	Manage categories that group documents for sequencing purposes.	Application Document Sequence Category
Manage Document Sequences	Manage document sequences to create an audit trail that identifies the application that created the transaction.	Application Document Sequence
Manage Extensible Flexfields	Manage segments and other parts of the extensible flexfields that you use to store details that Order Management doesn't typically store.	Application Extensible Flexfield
Manage Industries	Manage ISO industries.	Application Reference Industry
Manage ISO Languages	Manage ISO languages.	Application Reference ISO Language
Manage Key Flexfields	Manage flexfield segments and validation. You must set up most key flexfields so Order Management works as you expect it to.	Application Key Flexfield
Manage Languages	Manage installed languages.	Application Reference Language
Manage Messages	Manage messages that you use in each application.	Application Message
Manage Natural Languages	Manage natural, spoken languages.	Application Reference Natural Language
Manage Profile Categories	Manage categories that group profile options according to functional area. Use categories to search for profiles and to set up your data security rules.	Application Profile Category
Manage Profile Options	Manage profile options that affect application behavior, and specify the levels that you can use to set them.	Application Profile Value
Manage Reference Data Sets	Manage sets that you can use to separate and share reference data across organizations.	Application Reference Data Set
Manage Set Assignments for Set Determinant Type	Manage assignments for your reference data sets.	Application Reference Data Set Assignment
Manage Set Enabled Lookups	Use codes to manage lookups that vary depending on the value of the reference data set.	Application Set-Enabled Lookup
Manage Standard Lookups	Manage lookups that are common across applications and that you use in lookups.	Application Standard Lookup
Manage Taxonomy Hierarchy	Manage the hierarchy of functional units that make up Oracle Applications, from product families and applications to functional components.	Application Taxonomy
Manage Territories	Manage ISO territories.	Application Reference Territory
Manage Time Zones	Manage time zones.	Application Reference Time Zone
Manage Tree Labels	Manage the labels to use for each tree element in a user interface.	Application Tree Label
Manage Tree Structures	Manage tree structures so you can group business rules into a family of trees.	Application Tree Structure
Manage Trees and Tree Versions	Manage trees in a hierarchy so you can group and consolidate details that exist in your organization.	Application Tree
Manage Value Sets	Manage value sets to validate the content of a flexfield segment.	Application Flexfield Value Set
Register Descriptive Flexfields	Register your descriptive flexfields so you can use them.	Application Descriptive Flexfield
Set Activity Stream Options	Set options that determine the types of activities to display in the Activity Stream area in Oracle Applications.	Application Activity Stream Configuration

Business Intelligence

Export and import business objects in the Transactional Business Intelligence application in the Business Intelligence family.

Page	Description	Business Object
Configure Descriptive Flexfields for Transactional Business Intelligence	Specify how to validate and display a descriptive flexfield in Transactional Business Intelligence. Use descriptive flexfields to add attributes to entities.	Application Descriptive Flexfield
Configure Key Flexfields for Transactional Business Intelligence	Specify the segments and validation to do for Transactional Business Intelligence. You must specify these flexfields so Transactional Business Intelligence works as you expect it to.	Application Key Flexfield

Customer Relationship Management

Export and import business objects in the Customer Relationship Management family.

Application	Page	Description	Business Object
Marketing	Manage File Import Mappings	Manage mappings between columns in a source file in a source system and columns in a staging table in Order Management. Use these mappings when you import business objects, such as sales leads, customers, contacts, or sales catalogs.	File Import Mapping
Marketing	Manage File Import Objects	Manage business objects, such as sales leads and opportunities, that you import from a file.	File Import Object
Trading Community Model	Enable Click to Dial	Enable automated dialing when clicking a phone number.	Application Profile Value
Trading Community Model	Manage Geography Lookups	Manage the lookup values that provide choices for a geography, such as different ways to validate an address.	Application Standard Lookup
Trading Community Model	Manage Import Lookups	Manage the lookup values that provide choices about how to process data import, such as batch status, batch identifier, batch configuration, or process status.	Application Standard Lookup
Trading Community Model	Manage Source System Descriptive Flexfields	Manage fields that your users can use to enter details. Validate descriptive flexfields according to values that you enter in other areas of the page.	Application Descriptive Flexfield
Trading Community Model	Manage Source System Entities	Manage entities for source systems. For example, use one source system to import customer data, and use another to import customers and contacts.	Trading Community Original System Mapping Trading Community Source System
Trading Community Model	Manage Source System Lookups	Manage the lookup values that provide choices for your source system, such as original system type.	Application Standard Lookup
Trading Community Model	Manage Trading Community Source Systems	Manage the source system for a trading community.	Examine and define the types of information imported for each source system

Human Capital Management

Export and import business objects in the Human Capital Management family.

Application	Page	Description	Business Object
Global Human Resources	Manage Enterprise HCM Information	Manage details about an enterprise, such as the default work day.	Enterprise
Global Human Resources	Manage Locations	Manage locations for your enterprise. For example, create the locations where people work or the locations of your organizations.	Location
HCM Configuration Workbench	Review Enterprise Configuration	Examine a functional summary or a detailed technical inventory of all objects.	Enterprise Configuration

Application

Page

Description

Business Object

Global Human Resources

Manage Enterprise HCM Information

Manage details about an enterprise, such as the default work day.

Enterprise

Global Human Resources

Manage Locations

Manage locations for your enterprise. For example, create the locations where people work or the locations of your organizations.

Location

HCM

Configuration Workbench

Review Enterprise Configuration

Examine a functional summary or a detailed technical inventory of all objects.

Enterprise Configuration

Financials

Export and import business objects in the Financials Common Module application in the Financials family.

Page	Description	Business Object
Manage Business Unit	Manage details about business units. Control and report on transactions, and share reference data sets across applications.	Business Unit, Business Unit Detail
Manage Business Unit Set Assignment	Manage data for your business rules and policies. Assign this data to business units.	Business Unit Set Assignment

Application Toolkit

Export and import business objects in the Application Toolkit family.

Page	Description	Business Object
Manage Help Security Groups	Manage security groups to determine who can access your applications. Associate each group with a duty role. Edit lookup codes, database resource conditions, and data security policies.	Application Data Security Policy Application Standard Lookup
Map Reports to Work Areas	Select the reports that an Oracle Application work area displays in the Reports and Analytics area.	Reports and Analytics Mapping
Set Help Options	Set the options for your help features, such as collaboration, access to a web site, settings for modified help content, or access to an Oracle User Productivity Kit library.	Help Configuration
Set Watchlist Options	Specify the Watchlist categories and items that are available at your site.	Watchlist User and Site Preference

Governance Risk and Compliance

Export and import business objects in GRC Application Access Controls Governor application of the Governance Risk and Compliance family.

Page	Description	Business Object
Manage Application Access Controls	Manage rules and resolve problems that happen when attempting to access an application.	Governance Risk and Compliance Setup Configuration
Manage Application Configuration Controls	Manage rules and resolve problems that happen that are related to configurations in an application.	Governance Risk and Compliance Setup Configuration
Manage Application Preventive Controls	Manage rules regarding how users interact in an application.	Governance Risk and Compliance Setup Configuration
Manage Application Transaction Controls	Manage rules and resolve problems that happen for transactions in an application.	Governance Risk and Compliance Setup Configuration