Reference Number Qualifiers

This page is accessed in most menu groups via Configuration > Qualifiers. Select a Qualifier.

Note: Qualifiers are not available in several menu sections including Sourcing and Transportation Intelligence.

Many business objects support the assignment of reference numbers and remarks. Qualifiers are used to define the meaning of these numbers and text. For example, you can record a reference number on a shipment and identify it as a service provider PRO number.

To create a new qualifier (regardless of type), enter alphanumeric text as the Qualifier and a brief Description (for reference). The text you enter appears as a qualifier value on the Reference Number/Remark grid for the business object. Some reference numbers and remarks provide additional options as described next.

Typically, two-character EDI codes (for example CO for a customer order or EQ for an equipment number) are used as reference qualifiers. If you select GLOG as the qualifier, be sure to enter the reference number in the DOMAINNAME.NUMBER format.

Defining Reference Number Qualifiers

Reference Number Qualifiers are defined via Configuration > Qualifiers. Select a Qualifier.

1. Click  . You are taken to the results section where you can add the new record inline.
2. Enter a Reference Qualifier ID.
3. Enter a Description for the remark qualifier.
4. Determine which remarks/reference numbers should be visible on related shipments by selecting the Allow Visibility on Related Shipments check box.
5. The BN Type ID field, if available, allows you to automatically generate reference numbers using the Business Number Generator (BNG) for some business objects.
6. Choose one of the Updates Allowed options to configure whether remarks with a certain qualifier are updated or appended to as a result of object updates that are made via XML interfaces.
7. The Reference Sequence Number field, if available, allows you to assign sequence numbers so reference numbers display in the order that you prefer. If there are no sequence numbers, the display is alphabetical. If some have sequence numbers and some do not, the ones with sequence numbers appear first and the remaining ones display alphabetically. Sequence numbers are available for order bases, order releases and shipments.
8. Select a Domain Name for the remark qualifier.
9. Click (Save and Close) to save your changes.
   
   OR
   
   Click the  to cancel your changes.

Auto-Generating Reference Numbers (BN Type ID)

Reference Numbers can be entered manually in the various managers or they can be automatically generated by the Business Number Generator (BNG) for some business objects.

The auto-assignment of numbers can be done manually by assigning a Reference Number Qualifier to a business object or numbers can also be assigned by an Automation Agent using the Generate RefNum business action.

To configure the auto-generation of reference numbers, you must choose a BN Type with a BN Context that is appropriate for the business object. For example, you should not choose an order base context for shipment reference numbers. A BN Rule should be defined for the BN Type that you select for auto-generate to work. The BN Rule controls the content/format of the reference number that is generated. You associate the BN Type with a specific reference number qualifier or specify it when configuring the Generate Refnum agent action.

See an example of creating an agent action to generate a reference number by the BNG.

Removing Reference Number on Service Provider Change

You can select the Remove on Servprov Change check box on the Shipment Reference Number Qualifier to have Oracle Transportation Management remove any shipment reference number with the specified qualifier from a shipment when the service provider changes from one to another as a result of running an action.