Create, Search, and Apply Actions on Sales Orders

To get started, go to Home > Order Management > Show More > Sales Orders (New).

Create Sales Orders

You typically only need to set a few attributes on the order header. You can use Visual Builder Studio to hide and show only the attributes that you use most of the time, and then quickly tab through them to set their values when you create the order.

Apply Actions on Orders and Lines

Apply actions from the Order Management work area or through REST API. Order Management uses REST API to create an action request for each of your sales orders or order lines when you submit an action. REST API then submits a request to run the Apply Actions on Sales Orders or Fulfilment Lines scheduled process and process these actions.

The Process Id attribute identifies which instance of the Apply Actions on Sales Orders or Fulfillment Lines scheduled process is processing your request. You can click the link, for example 99930, to open the action report.

The default values on the Submitted By and the Submitted On search filters get all the actions that you submitted during the last week.
You can use keywords and filters to search for any action that all users have submitted during a period of time. You can do a keyword search on the Process Id, Submitted By, and Order Number attributes. You can also use filters to search on Action, Process Status, Submitted By, Submitted On, Process ID, Order Number, Source Order Number, Purchase Order and Customer.

Fulfillment Details

Click the Fulfillment details link to get details about:

Sourcing rules
Back-to-back flows
Shipments
Shipment costs
Drop shipments
Lot and serial details
Quantity canceled from shipping
Invoices
Receipts
Trade compliance

Apply, Release, and Manage Holds

Select more than one line and then apply or release a hold on all of the lines that you selected. If there's a hold on the header or line, then you will see a banner at the top of that page that has some detail about the hold. Click View All on the banner to get details about the holds.

The type means:

Type of Hold	Description
Releasable	Holds that you can release. To release a hold, select it in the dialog then click Release. You can also go back to the Order page, select one or more lines, then click More Actions > Release Hold.
Unactionable	System holds or holds that you can't release depending on how you set up and administer holds in Order Management.
Released	Holds that Order Management already released.

Type of Hold

Description

Releasable

Holds that you can release.

To release a hold, select it in the dialog then click Release. You can also go back to the Order page, select one or more lines, then click More Actions > Release Hold.

Unactionable

System holds or holds that you can't release depending on how you set up and administer holds in Order Management.

Released

Holds that Order Management already released.

The status means:

Status	Order Management Has
Applied	Applied the hold but is not holding at the current step in the orchestration process.
Active	Applied the hold and is holding at the current step in the orchestration process.
Released	Released the hold from the sales order.

Customer Relationships

Select data only for related customers.
Control how Order Management displays customer details on sales orders, such as ship-to address, bill-to address, contacts, and payment terms.

Dual Units of Measure

Enter the secondary quantity on the order line when you have an item that uses dual units of measure. Enter the secondary quantity, and Order Management will use the UOM conversions that you have set up for the item to convert the ordered quantity from the secondary quantity, and will do it in the unit of measure that's on the line. Order Management sets the default value for the secondary unit of measure from the item. You can't override this value on the sales order.

Charge Breakdown and Manual Price Adjustments

Click the link in the amount column to get the charge breakdown and to add a manual price adjustment.
You can use the Default Adjustment Reason (ORA_FOM_DEFAULT_ADJ_REASON) profile to set the default value for the Adjustment Reason code.
Use the Show Margin in Price Breakdown (ORA_FOM_SHOW_MARGIN) profile to view margins in the price breakdown.

Reprice Sales Order

You can’t reprice a sales order that already has a revision that's in Draft status. You must reprice that revision, or discard that revision and reprice the order, then submit it.

You can reprice a sales order only when Oracle Pricing prices the order.

Confirm New Sales Orders

Send a confirmation email right after you submit a new sales order. For example, submit your sales order, then click Review and Email Order Document. Use the Email Order Document dialog to revise and send an email to your customer:

Another way to get here is to click Actions > Email Order Document.

AI uses these attributes in the text to summarize the sales order:

Amount
Order Amount
Order Date
Order Line
Order
Product Number
Requested Arrival Date
Requested Ship Date
Status

Transaction Type

AI also uses these attributes from the order header:

Order Total
Order Number
Ordered Date
Order Status
Order Type

You can use the text box as an AI prompt. If the text doesn't have everything you want, then enter one of the attributes into the text box and click AI Assist. Generative AI will revise the text for you. For example, to include the ship date, enter Requested Ship Date into the text box, then click AI Assist.

If you want to implement this flow, use Visual Builder Studio to set the enableSalesOrderAcknowledgementAISuggestionPage property to True.

Manage Sales Order

Release Pause Task, Schedule, and Unschedule Lines

You can release a pause task, schedule, or unschedule an order line on the Sales Order Lines page.

Search for the order lines that you need to schedule, unschedule, or that has the pause task that you need to release.

You search, select lines, and apply the Release Pause Task, Schedule, or Unschedule action on them. Click Action Status to see the result as you do for the other actions.

Release Pause Task

If you have set up status values on the fulfillment line for your pause task, then use the Line Status filter to search the order lines on the pause task. For details, see Example of Integrating Order Management with Your Fulfillment System.
You can release one or more pause tasks across the order lines in a single request. However, Order Management will release only one pause task from a given line in a request.
The Release Pause Task action releases the current pause task on a line. It won’t release a pause task that's scheduled to happen in the future.

Schedule and Unschedule

You can use the schedule action only when the orchestration process that's processing the order line is currently on the schedule task.
You can use the unschedule action only when the orchestration process that's processing the order line already scheduled the line.

Approval, Credit Check, and Trade Compliance

Order Management won’t display any errors on the Action Report even if an approval, credit check, or trade compliance isn’t finished when you attempt to submit, reprice, cancel, or update the order or order line. Order Management won’t submit the order.

If You Have Set Up a Sales Order to Go Through	Then
Approval, and if your setup doesn’t automatically approve the order when you submit it.	Order Management will keep the order in Approval Pending status. The approver can approve or reject it according to your approval setup.
Credit check when you submit it, and if the credit check fails.	Order Management will keep the sales order in Credit Review Pending status. Order Management will automatically submit the sales order after your approver approves the credit according to your approval setup.
Trade compliance screening when you submit it.	Order Management will keep the sales order in Trade Compliance Screening is Pending status. Order Management will automatically submit the order after trade compliance screening is done according to your setup for trade compliance screening.

Cancel Order and Line

If the request status in the action report indicates that the request to cancel was successful, then Order Management accepted the request. Order Management cancels each order line only after it compensates and finishes orchestration for the fulfilment tasks on the order line. Order Management updates the order status to cancelled only after the Update or Close Sales Orders scheduled process successfully processes the sales order.
If an error happens after Order Management accepts the request to cancel, then Order Management doesn't cancel the order or line. You can review the error on the sales order and take an action to cancel the order or line.
You can’t cancel a sales order or order line that already has a revision that's in Draft status. You must discard that revision, and then cancel the order or line.
You don’t need the Fix Exceptions on Order Lines (FOM_FIX_EXCEPTIONS_ON_ORDER_LINES_PRIV) privilege to cancel a sales order or order line from the search page when the order line is in error recovery. The Cancel Bulk Orders privilege (FOM_CANCEL_BULK_ORDERS_PRIV) cancels the sales order or order line.
If you cancel an order line in a shipment set that’s in error recovery, then Order Management will cancel all the lines in that set.
If you attempt to cancel two or more lines in an order, and If Order Management can't cancel at least one of them for some reason, then it won't cancel any of them.
You can’t cancel an included item, an option class, or an optional item in a configured item or kit. You must cancel the configured item or the kit to cancel all of its children.

Apply or Release Hold

If you apply a hold on an order line that's in a shipment set, then Order Management will apply the hold on all the lines in that set.
If you release a hold on an order line that's in a shipment set, then Order Management will release the hold on all the lines in that set.
You can’t apply or release a hold on an included item, option class, or optional item in a configured item or kit. You must apply or release a hold on the configured item or the kit to apply or release hold on all of its children.
You can’t apply or release a hold on a revision.
Order Management will migrate holds that are on the sales order line to the fulfillment line if the sales order is eligible to display on the redesigned Sales Orders page. You can then release the holds on the Sales Order Line page.

Release Pause Task

If you release a pause task on an order line that's in a shipment set, then Order Management will release the pause task on all the lines in that set.
If you release a pause task on a configured item, kit, included item, option class, or optional item in a configured item or kit, then Order Management will release the pause task on the configured item or the kit and on all of its children.
You can’t release a pause task on a revision.

Schedule or Unschedule Line

If the request status in the action report indicates that the request to schedule the line was successful, then it means Oracle Global Order Promising successfully scheduled and updated the order line. If there's an error, then Order Management sets the order line back to its original state and displays the error in the action report.
If the request status in the action report indicates that the request to unschedule the line was successful, then it means that Order Management successfully cancelled the order line in your fulfillment systems, and the order line is unscheduled. If there's an error, then the action report displays it.
Order Management doesn’t create a new revision for the sales order when you schedule or unschedule a line.
You can’t schedule or unschedule a line on a revision order.
If you schedule or unschedule an order line that's in a shipment set, then Order Management will schedule or unschedule all the lines in that set.
You can’t schedule or unschedule an included item, option class, or optional item in a configured item or kit. You must schedule or unschedule the configured item or the kit to schedule or unschedule all of its children.

Update Line

You can’t update the attributes on a transfer order.
If the request status in the action report indicates that the request to update the line was successful, then Order Management accepted the request. The updates on an order line are done after Order Management compensates and finishes orchestration for the fulfilment tasks on the order line.
If an error happens after Order Management accepts the request to update, then Order Management doesn't finish the update of on the order line. You can review the error on the sales order and take an action to update the line.
You can’t update a line on a sales order that already has a revision that's in Draft status. You must discard that revision, and then update the line.
You don’t need the Fix Exceptions on Order Lines (FOM_FIX_EXCEPTIONS_ON_ORDER_LINES_PRIV) privilege to update an order line from the search page when the order line is in error recovery. The Update Bulk Orders privilege (FOM_UPDATE_BULK_ORDERS_PRIV) privilege updates the order line.
If you update an attribute that's part of a shipment set on an order line, then Order Management will cascade that attribute's new value to all the lines in that set. For example, if you update the shipping method attribute, then it will cascade that shipping method to all lines in the set.
If you attempt to update an attribute on two or more lines in an order, and If Order Management can't update at least one of them for some reason, then it won't update any of them.
You can’t update an attribute on an included item, option class, or optional item in a configured item or kit. You must update it on the configured item or the kit to update all of its children.

View Orchestration Process

View orchestration process details for each order line and to track the progress of fulfillment tasks:

View details of each orchestration process that's assigned to the order line.
View the status of each task that's complete, in progress or not started.
View fulfillment tasks and status details that Order Management will run for the orchestration process that it has assigned to the order line.
View the set of order lines that Order Management assigned to the same orchestration process and that it will fulfill together as a group.

Try it:

Search for and open a sales order that you submitted.
Add the Orchestration Process Name attribute and the Orchestration Process Number attribute to the view.
Click the link in the Orchestration Process Number attribute, then examine the detail.

Click the task name to view the task's history. For example, click Reserve to get details about the reserve task.

Note:

You can view the orchestration process number and its details only for a sales order that you submitted. You can't view them for a draft order.
You can view the Order Lines tab in the Orchestration Process Details dialog only when Order Management has assigned more than one line to the same orchestration process number.
If your sales order includes a configured item or kit, then the Orchestration Process Details dialog displays detail only for the root item. You can use the Configuration Summary page to view detail for included components and option items.
Use the sales order's banner message to view error details. You can use the Recover Errors scheduled process to rerun tasks in the orchestration process.
You can also use the search pages to view the sales order's orchestration process name and number.

For more, see Overview of Orchestration Processes.

Copy

Copy an entire sales order even while you're still editing it.
Copy attachments and extensible flexfields on order lines.

Copy a sales order, and then click Actions > View Revisionsand Related Orders on the original order to see a reference to that order.

Add Guided Journeys

You can add a guided journey to provide instructional help and tips that assist you when you create a sales order. For details, see AI: Create Your Own Agent.

Return an Order

Use the Return Lines tab to quickly toggle between outbound lines and return lines. If there are no return lines on the order, but you would like to add an unreferenced return, click Actions > Enable Returns.
If you create a referenced return, then Order Management displays a dialog that you can use to set the return reason, return type, and return warehouse for all of the order lines that you selected.

Revise Sales Order

Select more than one line and cancel them with a single action.
Click Actions > Cancel Order on the order header to cancel the remaining open lines.
Specify a revision reason and provide comments for the entire sales order or on each order line before you submit the revision. This behavior comes predefined as optional but you can create a business rule in Visual Builder Studio that makes it required before you can submit. The values in the Revision Reason attribute come from the ORA_FOM_REVISION_REASON lookup code. You can add your own values to that lookup to meet your specific needs.
Add up to 4,000 characters in the comment. If you create more than one revision, then the revision reason and comments include only the reason and comments that you added during the most recent revision. You can't retrieve reasons and comments from earlier revisions.
Order Management doesn't automatically cascade reasons and comments from the order header to order lines. If you need them on the lines, you must add them directly on the lines.
If another user is revising an order that's in Draft status, and if you open that order in Processing status, then Order Management displays a message to let you know someone is editing it.

Try it:

Search for a sales order that's in Processing status, then click Create Revision.
Click Additional Order Information.
Specify the revision reason and comments.

You can see all your revisions side-by-side with the sales order. Click More Actions > View Revisions and Related Orders.

The dot indicates the version that the page is currently displaying.

Use AI

Use AI to help you create a comment when you revise a sales order. Consider this example where you make a change that affects the order amount. Make your change and then click AI Assist to automatically create text that summarizes what you changed.

Use this feature when you create or edit a revision. Order Management will save your text when you save the revision that you're working on. Don't like the text? Click AI Assist and get a different summary.

You can create a simple business rule in Visual Builder Studio to display a dialog that you can use to select a revision and reason and add a comment.

Use the rule to set the showChangeDetailsAISuggestionDrawer property to True.

Set it to True, and Order Management will display the dialog any time that you modify one of these attributes or entities:

Accounting Rule
Added Item
Allow Splits
Allow Substitution
AR Transaction Type
Bill-to Site
Cancel Item
Cancel Order
Comments
Customer PO
Demand Class
Earliest Acceptable Date
FOB Freight Term
Invoicing Rule
Latest Acceptable Arrival Date
Latest Acceptable Date
Amount
Type
Order Line
Ordered Quantity
Packing Instructions
Payment Term
Primary Salesperson
Product Number Requested Arrival Date
Requested Ship Date
Sales Channel
Shipment Method
Shipment Priority
Shipment Set
Shipping Instructions
Ship-to Site
Status
Supplier
Supplier Site
Transaction Type
Warehouse

Order Management will also display the dialog any time that you or Order Management modify one of these attributes on the order header:

Order Total
Comments
Sales Channel
Order Type

Confirm Change Orders

Order Management uses AI to automatically create an email message that summarize what you changed. You can send this text to your customer to confirm the change. Click Review and Email Change Order so you can edit it.

Edit the text as necessary, select a recipient in the Email attribute, such as the Bill-to Contact, then click Send Email.

You can use this feature any time you modify one of these attributes on the fulfillment line:

Added Item
Bill-to Site
Cancel Item
Cancel Order
Customer PO
Earliest Acceptable Date FOB
Freight Term
Latest Acceptable Arrival Date
Latest Acceptable Date
Ordered Quantity
Payment Term Requested Arrival Date
Requested Ship Date
Shipment Method
Shipment Priority
Shipment Set
Ship-to Site

You can also use this feature any time that you or Order Management modify one of these attributes on the order header:

Order Total
Order Status
Order Type

If you want to implement this flow, use Visual Builder Studio to set the enableChangeEmailConfirmationAISuggestionPage property to True.

Use Other Attributes

Attribute	Description
Sales Credits	You can manage all sales credits for the sales order and order line in one dialog. Go to Actions > Manage Sales Credits. You can add a salesperson on the order header. You can also select one or more lines and override that value on the order line.
Shipping Tolerances	Enter a shipping tolerance on the order line instead of having to use a defaulting rule, validation organization, or order management extension to set it. You can't set the tolerance after you submit the sales order.
Shipment Sets	Select more than one order line and add them to a shipment set or remove lines from a shipment set. You can also modify attribute values and apply them to all lines in the set.
Sales Agreements	If only one sales agreement line is valid for an item and UOM on the order line, then Order Management will set that line as the default on the order line when you select the sales agreement. If more than one agreement line is valid, then you must manually select that line.

Override Scheduled Dates

Specify scheduled dates on an order line:

Specify the Scheduled Ship Date or the Scheduled Arrival Date, or both. If you specify only one, then Oracle Global Order Promising schedules the other date.
Specify the scheduled dates on a new order line or on an existing line that's on a draft order.
Revise an order and override the scheduled dates on an order line.

Note

Order Management sets the Override Schedule attribute to Yes when you specify at least one of the scheduled dates.
If you set the Override Schedule attribute to Yes on an order line, then you must provide at least one of the scheduled dates on the line.
If you set the Override Schedule attribute to Yes and then remove both of the scheduled dates, then Order Management sets the Override Schedule attribute back to its default No value, and Global Order Promising sets the dates when it schedules the line.
You'll need the DOO_MODIFY_ORCHESTRATION_ORDER_FULFILLMENT_LINE_SCHEDULE_DATE_PRIV privilege to do these overrides.

Use REST API to Manage Your Sales Orders

You can use the Sales Order Action Requests REST API to submit, reprice, cancel, apply hold, release hold, release pause task, schedule, unschedule, and update lines for a large volume of sales orders and order lines. For details, go to REST API for Oracle Supply Chain Management Cloud, then:

Expand Order Management > Sales Order Action Requests
Expand Use Cases > Order Management

Set Up

Opt in to these feature in the Order Management offering:

Redwood: Search and Apply Actions on Multiple Sales Orders
Create and Manage Sales Orders

Once you opt in, you can't opt out.

Set Up an Index for Your Items

You use the Item attribute to pick the item that you want to add on the order line. Do this procedure to make sure you can pick items that are in the View Item class or the View Item Basic class. For background, see Set Up Data Security for Item Classes.

Go to Home > Product Management > Manage Commercial Items.
On the Manage Commercial Items tab, click Tasks > Configure Index.
On the Index Management page, click Item.
On the Item page, add these attributes:
- Customer Orders Enabled
- Customer Ordered
- Structure Item Type
- Pick Components
- Autocreated Configuration
- Sale Product Type
- Returnable
Click Update > Actions > Rebuild > Now > Rebuild.
If you don't see the Configure Index task on the Manage Commercial Items tab, then do this:
Go to the Setup and Maintenance work area, then select the Product Management offering.
Click Change Feature Opt-In.
On the row that has Items in the Name column, click the pencil.
Add a check mark to the Search Items Using the New User Interface feature, then click Done.

Set Up Security

Go to the Setup and Maintenance work area, then click Tasks > Search.
Search for, then open the Manage Item Classes task.
In the search results, click Root Item Class.
On the Edit Item Class page, click Security.

Click Actions > Add Row, then set these values:

Attribute	Value
Principal	Group
Name	Order Entry Specialist
Organization	Select your business unit.
Start Date End Date	Specify when you want this access start and end.

In the Actions section, add these actions:

Action	Data Level
View Item Basic	Item
View Item Attribute	Item

Click Save and Close, pick a time in the dialog that displays, then click OK.

Get the privilege that you need so you can set default values for attributes on the order line, such as quantity, UOM, and so on:

Go to the Security Console then click Create Role.

On the Create Role page, set these values, then click Next.

Attribute	Value
Role Name	Enter any value.
Role Code	FOM_GET_ITEM_REST Yes, it's REST API. No need to worry, you don't need to do any other setup for REST API. Order Management uses it internally to help implement redesigned pages.
Role Category	SCM-Discretionary Roles

Attribute

Value

Role Name

Enter any value.

Role Code

FOM_GET_ITEM_REST

Yes, it's REST API. No need to worry, you don't need to do any other setup for REST API. Order Management uses it internally to help implement redesigned pages.

Role Category

SCM-Discretionary Roles

Click Add Functional Security Policy, then, in the dialog that displays, search for GET Item REST.
Click Add Privilege to Role, then click Cancelto get out of the dialog.
At the top of page, click the Users train stop.
On the Create Role page, click Add User.
In the dialog that displays, search for Order Entry Specialist, click Add User to Role, then click Cancel.
Click Next > Save and Close.
Repeat this procedure to add other roles as needed, such as the Order Manager.
Monitor the ESS Job to Create Index Definition and Perform Initial Ingest to OSCS scheduled process and make sure it finishes successfully.
Verify that you can use the item picker.

Optional Setups

Customize Your Search View

You can customize the search view's run time behavior:

Go to Home > Order Management.
In the Quick Actions section, click Show More > Search Views for Sales Orders.
On the Search Views page, notice that there are two predefined views, one for sales orders and one for order lines. Click Sales Order Lines Search View.
On the Sales Order Lines Search View page, click Keyword Search, then enable or disable the keywords that you need.
Click Filters, then add a check mark to the Show attribute to specify the attributes that you want to display as filters at run time.
Click Results Columns, then specify how you want Order Management to display the search results at run time.

Note

Click and drag each row to modify the sequence that Order Management displays the filters at run time. For example, to display the Item first, click and drag the row that has Item.ProductNumber to the top of the list.
Ignore the Enabled check box. It's for a future release.

We recommend that you use the predefined view, but if you create your own:

Remove the check mark from the Enable option on the predefined Sales Order Lines Search View or the Sales Orders Search View. You can have only one default view for the order line or the sales order.
Create a new view, set your values, then add a check mark to the Enable option and to the Default option.
On the Basic Info tab, enable or disable the Show Results Before Entering Criteria attribute. If you enable it, and if you don't enter a search string but do a search anyway at runtime, then the search will consider all values. If you have a lot of data, enabling it could affect performance.
Modify the keywords, filters, and results to your meet needs, then click Save and Close.

Customize Your Search Pages

Use Visual Builder Studio to:

Set the default value for a cancel reason or comments on a sales order or order line.
Set the default value for comments when you apply a hold on a sales order or order line.
Prevent Order Management from displaying the Cancel Order dialog or Cancel Line dialog when you cancel a sales order or order line.
Prevent Order Management from displaying the Release Hold dialog when you release a hold from the View Holds page.

To get started, go to the Sales Orders page or Sales Order Lines page, then click Settings and Actions > Edit Page in Visual Builder Studio.

Use the Page Properties section to set default values for attributes when you do one of these actions on the page:

Cancel Order
Cancel Line
Apply Order Hold
Apply Line Hold
View Hold

Set these properties for reasons and comments:

Page Property	Enter Value You Want to Use as the Default:
defaultCancelReasonCode	Reason Code when you cancel a sales order or order line.
defaultCancelComments	Comment when you cancel a sales order or order line.
setHoldComments	Comment when you apply a hold on a sales order or order line.

Set these properties to control how you want to display dialogs:

Page Property	Enter N to Prevent Displaying The:
cancelOrderDrawer	Cancel order dialog when you cancel a sales order. The default is Y.
cancelLineDrawer	Cancel line dialog when you cancel an order line. The default is Y.
showReleaseHoldDrawer	Release hold dialog on the View Holds page. The default is Y.

For example, assume you want to always use the text Hold until further review in the Comments attribute when you use the Apply Hold action to apply a hold on a sales order. You would enter that text in the setHoldComments property for the Sales Orders page. At run time, Order Management will populate the Comments attribute with the text that you enter in setHoldComments.

You can also use a business rule to:

Display or hide attributes on the order header and order line to meet your specific needs.
Implement flows that you use with generative AI.
Make a release reason for the hold required when you release a hold on a sales order or order line. The default is optional.
Set a default value for a release reason or comments when you release a hold on a sales order or order line.

Here's how you create a business rule:

Click Configure Fields and Regions.
Create an extension rule.
Enter the default value that you want to populate in the Comments attribute when you release a hold.
Enter the default value that you want to populate in the Reason attribute when you release a hold.
Specify whether the reason is required. The default value is Optional.

For details, see:

Cascade Attribute Values

Set up Order Management so it cascades values that you change on the order header to the order line when you save the order.

Set the Cascade Order Header Values to Order Lines order management parameter to:

All Lines. Cascade any modification that you make on the order header to all eligible order lines.
Lines Not Overridden. Cascade values only to attributes that you haven't overridden on the order lines. Assume the Bill-to Address attribute on the order header and on the order line each currently contain 100 Oracle Parkway. If you set it to 300 Oracle Parkway on the header, then Order Management will set it to 300 Oracle Parkway on the line. If at some earlier time you manually set it to 200 Oracle Parkway on the order line, then Order Management won't cascade the value.
Don’t Cascade. Don't cascade any value that you modify on the order header to the order line.

You must save the sales order at least one time before you can cascade.

Set the Default Business Unit

Save your users time so they don't have to manually set the Business Unit attribute on the sales order. Use the ORA_FOM_DEFAULT_BUSINESS_UNIT profile option to specify the value that you want Order Management to set for the Business Unit attribute on the order header, by default. See Use Order Profiles to Control Order Management Behavior.

Set Up Customer Relationships

Set up Order Management so your users can filter data according customer relationships. For details, see the Set Up Customer Relationships attachment at Technical Reference for Oracle Order Management (Doc ID 2051639.1).

Note that your users can filter customer data differently depending on the channel that you use:

Channel	Filter Data to Display Only Related Customers
Pages in the Order Management work area, such as the Sales Orders page.	Yes
REST API	Yes
File Based Data Import (FBDI) with REST API	Yes

Guidelines

How Order Management Prepares Your Sales Orders

You can use the redesigned Sales Orders page to manage a sales order that you created in some other channel and that meets a specific set of criteria.

Order Management has to prepare each sales order that you create in other channels so it can display them on the redesigned Sales Orders page. It determines whether each sales order is eligible to display on that page according to the criteria. If it's eligible, then Order Management will:

Populate cross reference attributes that are required on the redesigned page. If Order Management can't determine a cross reference, then it will display a warning message on the order stating that it can't find the cross reference values.
Migrate holds that are on the order line to the fulfillment line.
Set some attributes on the sales order that indicate whether the sales order is eligible.

Order Management does this preparation when you opt in to the Redwood: Create and Manage Sales Orders feature.

More

Order Management applies constraints that constrain an attribute only when you submit the sales order. It applies constraints that constrain a sales order only when you revise the order.
Use the Cascade Order Header Values to Order Lines order management parameter to specify how you want Order Management to cascade values that you change on the order header to the order line when you save the order.
Attach documents and URLs on the order header or order line. You'll need to put a text note into a document first, and then attach the document.
Order Management runs the Apply Actions on Sales Orders or Fulfillment Lines scheduled process in the background to apply your actions on the sales orders or order lines that you selected. To improve performance, this process might start up to 10 subprocesses that run simultaneously depending on the volume of sales orders that you submit.
Order Management creates a new revision for the sales order when it successfully finishes an action, such as Reprice Order, Cancel Order, Cancel Line, or Update Line on the order header or order line. Order Management doesn’t create a new revision for some actions, such as Apply Hold, Release Hold, Release Pause Task, Schedule, or Unschedule.

For more, see: