• Title and Copyright Information
• Get Help
• 1 Hello
  • Overview
    • What's New in Implementing Order Management
    • Overview of Order Management
    • Use Order Management to Fulfill Different Types of Sales Orders
  • Redesigned Pages
    • Should I Use Redesigned or Classic Pages?
    • Create AI Agents That Answer FAQs in Order Management
  • 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 to Set Up Order-to-Cash
    • Prepare to Set Up Order-to-Cash
    • Quick Start to Set Up Order-to-Cash
  • 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
      • Get the 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
      • Cascade Headers to Lines
      • Use Item Validation Organizations with Order Management
      • Set Up Units of Measure
      • Manage Time Zones in Order Management
      • Manage Your Watchlists
      • Search According to Your Most Useful Attributes
    • 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
      • Control Values for Customer Attributes
      • Select Data for Related Customers
      • 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 for Integrating Order Management
    • Set Up Your Integration
  • 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
      • Send Responses from 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
  • REST API, Web Services, and FBDI
    • Use REST API and Web Services to Integrate Order Management
    • Guidelines for Using REST API, Web Services, and FBDI to Integrate Order Management
  • 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 to Inventory Management
    • 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
      • Use Actual Delivery Dates for Contracts and Invoices
      • 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 Oracle Receivables
        • Integrate Order Management with Oracle Receivables
        • Integrate Order Management with Oracle Receivables When You Use Financial Orchestration
      • Integrate Attribute Values
        • Integrate a Predefined Attribute Between Order Management and Oracle Receivables
        • Integrate Your Own Header Attributes Between Order Management and Oracle Receivables
        • Integrate Your Own Order Line Attributes Between Order Management and Oracle Receivables
        • Specify Transaction Types When You Integrate Order Management with Oracle Receivables
        • Attributes That You Can Use When You Integrate Order Management with Oracle Receivables
      • More Stuff
        • Integrate Recurring Billing Between Order Management and Oracle Receivables
        • 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 Oracle Receivables
    • 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
      • Negotiate Rate Plans
    • 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 Oracle Applications
      • Use Descriptive Flexfields to Integrate Order Management with Oracle Applications
      • Use Extensible Flexfields to Integrate Order Management with 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
  • Cross-References
    • Overview of Creating Cross-References in Order Management
    • Create Cross-References to Integrate 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 Import
  • Overview
    • Overview of Importing Orders Into Order Management
  • Use 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
    • 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 References to Tie Your Imports to Documents
    • Use REST API to Update and Split Order 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
• 5 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 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
    • What's a Dual Unit of Measure, and Why Might I Need One?
    • Set Up Dual Units of Measure
    • Price Dual Units of Measure
    • Import Dual Units of Measure
    • Track Dual Units of Measures During Fulfillment
    • Drop Ship Items That Use Dual Units of Measure
    • Return Items That Use Dual Units of Measure
    • Calculate Return Credit for Dual Units of Measure
    • Manage Residual Quantity with Dual Units of Measure
    • And Yet More Stuff About Dual Units of Measure
  • 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
    • Manage Customer Items in Order Management
    • Set Up Customer Items for Order Management
  • Promotions
    • Use Pricing Promotions With Sales Orders
  • 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
• 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 REST API 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
• 8 Process Sales Orders
  • Control Behavior
    • Use Order Profiles to Control Order Management's 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 Order 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 Order Management's Lookups
      • Set Attribute Values Before You Convert Source Orders
      • Set Attribute Values After You Convert Source Orders
      • Use Different Attributes in the Condition and Do Simple Math
      • 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 Order 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
  • Manage 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
  • Manage Returns
    • Guidelines for Processing Return Orders
    • Create Return Reasons
    • 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 Your Configuration Model's Hierarchy
      • 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 Each Configured Item's Structure
    • 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
      • Use Web Services and REST API with 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
      • Use Extensible Flexfields to Add Your Attributes 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
      • Update Extensible Flexfields During Fulfillment
      • Use Order Management Extensions to Get Values from Extensible Flexfields
      • Use View Objects 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 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 Teams, Email, Reports, and Attachments
  • Teams and Email
    • Integrate Order Management with Microsoft Teams
    • 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 Sales Orders 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