Oracle Applications: Order Management Setups

Order Management

RFQ --> Quotations--> Receive po from customer
Enter Sales Order --> Book Order --> Pick Release -->
ship Confirm. --> Create AR Invoice--> Create Receipt -->
Trasfer to GL --> Post to GL

--//AR Setups for Order Management---------
1. Define AR Responsibility
2. run replicate seed data
3. System Parameters (If not defined OM form will not open)
AR --> Setup --> System --> System Options

Realized Gain Account
Realized Loss Account
Tax Account

--//Define Customers----------

--//Define Transaction Types-------
Sales order Line
OM -> Setup --> Transaction Types --> Define
1. Transaction Type
2. Document Type - Sales Order
3. Order Category - Order
4. Transaction Type code - Line

Same need to do for Header Transaction
OM -> Setup --> Transaction Types --> Define
1. Transaction Type
2. Document Type - Sales Order
3. Order Category - Order
4. Transaction Type code - Order
5. Fullfillment Flow - Workflwo - Order Flow Generic
6. Effective Date
7. Default Order Line Type
8. Select Assign Line flows - Line flow Generic

--//Defind document sequnece (To Generate Order Sequence Number)
OM -> Setup--> Documents --> Define
OM -> Setup--> Documents --> Assign

--// Define Pricing Responsibility
sysadmin -> security -> responsibility-> define
menu: QP PRICING MANAGER
Name : QP Concurrent Program
QP: Item Validation Organisation

Define Price List
Pricing -> Price list --> Setup
Name : Price List Name
Currency : Default
Global - Check
Product Context : Item
Producct Attribute - Item Name
Product Value : Item
Value : Cost of goods

--//Define Shipping Method
OM->Setup-> Shipping-> freight Cariers Cast Type -> Freight Cariers
Define the New Freight and Assign to Organisation

--//Define Item Validation Organisation
OM -> Setup -> System Parameter -> values
Item Validation Organisation

--// Define Document Set for Pick Release
OM-> Shipping -> Setup --> Documents -> Document Sets
Usage : Pick Release
Application: Shipping Execution
Report Name :
1. Pick List Report
2. Pick Selection List Generation

--// Define Document Set for Ship Confirm
OM-> Shipping -> Setup -> Documents -> Document Sets
Usage : Ship Confirm

Report Name :
1. Bill of Lading (Staging to customer)
2. Packing Slip Report
3. Vehicle Load Sheet Details
4. Commercial Invoice

--//Define Release Sequence Rules
OM-> Shipping -> Setup -> Picking -> Define Release Sequence Rules
Shipment Priority 1
Schedule Date 2
Order Number 3

--//Define Pickslip Grouping Rules
OM-> Shipping -> Setup -> Picking -> Define Pick slip grouping rules
Order Number
Customer
Shipment Priority

--//Define Staging Sub Inventory
Inventory -> Setup -> Organiations -> subinventory
Name : Staging Sub inventory

--//Define Ship Confirm Rules
OM -> Shipping -> Setup -> Shipconfirm Rules
Ship Confirm Rule - l&t
Defer Inteface - No
Create Bill of Lading - Yes
Document Set - L&T ShipConfirm Document Set

--//Create Shipping Parameters
OM -> Shipping -> Setup -> Shipping Parameters

--//Define Transaction Type for AR Invoice
AR-> Setup -> Transactions -> Transaction Type

--//Define Source for AR Invoice
AR-> Setup -> Transactions -> Sources
Name:
Type: Imported
Description:
last_number : 1000

--//Assign Finance Information to the OM Transaction Type
OM->Setup -> Transaction Types -> Define
Finance Tab:
Accounting Rule :Immediate
Invoice : Arriars Invoice

--// Define Role
OM-> Shipping -> Setup -> Grants and Roles Definitions -> Define Rules
Name:
Disable all Trips Stops

--// Define Grants
OM-> Shipping -> Setup -> Grants and Roles Definitions -> Grants
User : L&T Ravi
Role : Upgrade Role

--// Create Sales Order
Enter Sales Order
Book Sales Order
Pick Release
Inventory -> transaction -> Transact Mover order
Find Move Order with MO nuber
select line and transact.

OM -> Shippping Transactions
Action -> Auto Create Deliveries
Action -> Ship Confirm
Find Shipping Transaction line status
Find Sales Order line stats
Submit wf bg process

--//ATP Rules (Available to Promise)
Schedule Date

Primary and Secondary Price list

Define Primary Price List
Pricing -> pricelist -> pricelist setup

Define Secondary Price list
Pricing -> pricelist -> pricelist setup

Define Item Cost Values in Second Price List

Assign Secondary Price list to Primary Price list
Pricing -> pricelist -> pricelist setup

Query for Primary Price list
Go to Secondary Pricelist Tab and assign to it
Give Precedence: 140

Create New Secondary Price list (for RMA)
--> copy pricelist (secondary pricelist)
Precedence : 130

Precedence is the main thing which will decides to pick the price list

Modifiers & Qualifiers

Discount is example for Modifiers. We can Increase or Decrease the cost based on modifiers.

Types of Modifiers

1. Discount

2. Freight charges

3. Surcharges (service Tax)

4. Promotions

Criterial to give discount to customers:

1.) Based on amount , If the customer qualify then we will give the discount to the customer. If amount > 10000 then will get 1000 discount.

2.) Based on Item : If you purchase any item you will get flat discount 30%.

3.) Based on Stock (category) : If you buy perticular items. (dead stock category). For new stock we wont' get discount.

4.) Based on Location ( anniversary sale) : If any branch opens and need to give discount on whole items.

5.) Based on Customer: Giving discounts to only perticular customer who shops regulary.

Types of Applications

Percentange

Amount

Lumsum

New

Define Discount Modifier

Pricing -> Modifiers -> Modifier Setups

Promotional Modifier

A promotion item is a free item which is giving while you purchase an item. It may be service item when you buy any item. If you buy AC you will get the installation free. Installation is service item.

If customer buys LED Tv he will get the DVD player as Promotion Item.

Buy 1 Get 50% Discound on Second One

Create Item --> Purchased Item --> Assing item to organisation

Define Promotional Modifier

Deals

are same as promotions

Processing Constraints

Create Order

Delete Ord)er

Update Order

Cancel order ( Can be cancelled before picking material Shipping)

RMA Sales Orders

(1) Enter SO -> Book SO -> Create Receipt -> Create Credit Memo

2) Enter SO -> Book SO -> Create credit Memo

3) Enter SO -> Book SO -> Create Receipt -> Credit New Line -> Pick release -> Ship Confirm

1. Create Transaction Type