D S 030 Order Entry Application Setup CRP Sample

AIM

D.S.030 ORDER MANAGEMENT APPLICATION

XXX R12 Re-Implementation Project

Order Management Application Setup Authors: XXXXX

Creation Date: 29th August 2011

Last Updated: 29th August 2011

Document Ref: D.S.030 ONT

Version: 1.0

Approvals:

<Approver 1>

<Approver 2>

Document Control

Change Record7

Date Author Version Change Reference

08/29/11 Sailesh Srivastava Draft 1a No Previous Document

Reviewers

Name Position

Distribution

Copy No.

Name Location

1 Library Master Project Library2 Project Manager34

Note To Holders:

If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.

If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.

Contents

Document Control............................................................................................................................................................................................

Application Set Up Control Sheet - Oracle Order Entry ....................................................................................................................................

Initial Tasks Setup/OE: Define QuickCodes......................................................................................................................................................

Initial Tasks Setup/OE: Define Order Number Sources...................................................................................................................................

Initial Tasks Setup/OE: Define Order Import Sources.....................................................................................................................................

Initial Tasks Setup/OE: Define Freight Carriers and Charges.........................................................................................................................

Initial Tasks Setup/OE: Define Profiles-System..............................................................................................................................................

Initial Tasks Setup/OE: Define Profiles-User...................................................................................................................................................

Rules, Shipping Information Setup/OE: Define Security Rules.......................................................................................................................

Rules, Shipping Information Setup/OE: Define Standard Value Rule Set........................................................................................................

Rules, Shipping Information Setup/OE: Choose Shipping Printers..................................................................................................................

Rules, Shipping Information Setup/OE: Define Document Sets......................................................................................................................

Rules, Shipping Information Setup/OE: Define Release Sequence Rules.......................................................................................................

Rules, Shipping Information Setup/OE: Define Pick Slip Grouping Rules........................................................................................................

Rules, Shipping Information Setup/OE: Define Container Load Relationships................................................................................................

Rules, Shipping Information Setup/OE: Define Shipping Parameters.............................................................................................................

Items and Pricing Setup/OE: Enable Parameters...........................................................................................................................................

Order Cycles Setup/OE: Define Cycle Actions................................................................................................................................................

Order Cycles Setup/OE: Define Cycle Results................................................................................................................................................

Order Cycles Setup/OE: Assign Action Results...............................................................................................................................................

Order Cycles Setup/OE: Define Order Cycles.................................................................................................................................................

Order Setup/OE: Define Payment Terms........................................................................................................................................................

Order Setup/OE: Define Transaction Types for AR.........................................................................................................................................

Customer Setup/OE: Define Credit Checking.................................................................................................................................................

Order Cycles Setup/OE: Define Order Types..................................................................................................................................................

Rules, Shipping Information Setup/OE: Define Release Rules........................................................................................................................

Customer Setup/OE: Define Territories..........................................................................................................................................................

Customer Setup/OE: Define Sales Credit Types.............................................................................................................................................

Customer Setup/OE: Define Salesperson/Sales Agent...................................................................................................................................

Customer Setup/OE: Define Customers.........................................................................................................................................................

Customer Setup/OE: Define Customer Agreements.......................................................................................................................................

Order Setup/OE: Define Demand Class QuickCodes......................................................................................................................................

Order Setup/OE: Define AR QuickCodes......................................................................................................................................................

Order Setup/OE: Define Discounts...............................................................................................................................................................

Order Setup/OE: Define Holds.....................................................................................................................................................................

Order Setup/OE: Define Hold Authorizations................................................................................................................................................

Notes Setup/OE: Define Notes Category......................................................................................................................................................

Notes Setup/OE: Define Notes.....................................................................................................................................................................

DFF Setup/OE: Descriptive Flexfeilds Order Management...........................................................................................................................

Setup/OE: Value Sets....................................................................................................................................................................................

Open and Closed Issues for this Deliverable.................................................................................................................................................

Open Issues..................................................................................................................................................................................................Closed Issues................................................................................................................................................................................................

Application Set Up Control Sheet - Oracle Order Entry

Environment Name: Machine: Type (definition, execution, or both):

WorkflowSubWorkflow Name

Setup Task Responsibility Due Date QA Responsibility QA Due Date

Signature Approval

Order Entry Setup

Initial Tasks Setup OE: Define QuickCodesOrder Management Super User

Order Management Super User

Initial Tasks Setup OE: Define Order Number Sources



Initial Tasks Setup OE: Define Order Import Sources



Initial Tasks Setup OE: Define Freight ChargesOrder Management Super User


Initial Tasks Setup OE: Define Profiles - SystemOrder Management Super User


Initial Tasks Setup OE: Define Profiles - UserOrder Management Super User


Rules, Shipping Information Setup

OE: Define Security RulesOrder Management Super User



OE: Define Standard Value Rule Set




OE: Define Release RulesOrder Management Super User



OE: Choose Shipping Partners




OE: Define Document SetsOrder Management Super User



OE: Define Pick Slip Grouping Rules



Rules, Shipping OE: Define Container Load Order Management Super User


Company Confidential - For internal use only

9



Signature Approval

Information Setup Rules


OE: Define Shipping Parameters



Items and Pricing Setup OE: Define Items - Master Level



Items and Pricing Setup OE: Define Items - Organizational Level



Items and Pricing Setup OE: Enable ParametersOrder Management Super User


Items and Pricing Setup OE: Define Pricing Components



Items and Pricing Setup OE: Define Pricing RulesOrder Management Super User


Items and Pricing Setup OE: Define Pricing FormulaeOrder Management Super User


Items and Pricing Setup OE: Define Pricing DiscountsOrder Management Super User


Items and Pricing Setup OE: Define Price ListsOrder Management Super User


Taxes Setup OE: Define Tax LocationsOrder Management Super User


Taxes Setup OE: Define Tax GroupsOrder Management Super User


Taxes Setup OE: Define Tax ExemptionsOrder Management Super User


Taxes Setup OE: Define Tax ExceptionsOrder Management Super User


Taxes Setup OE: Define Tax Codes and Rates



Taxes Setup OE: Define Tax AuthoritiesOrder Management Super User


Invoicing Setup OE: Define Invoice SourcesOrder Management Super User


Invoicing Setup OE: Define Invoice Grouping Rules



Invoicing Setup OE: Define Invoice Line Order Management Super User



9



Signature Approval

Order

Invoicing Setup OE: Define Accounting and Invoicing Rules



Order Cycles Setup OE: Define Cycle ActionsOrder Management Super User


Order Cycles Setup OE: Define Cycle ResultsOrder Management Super User


Order Cycles Setup OE: Assign Action ResultsOrder Management Super User


Order Cycles Setup OE: Define Order CyclesOrder Management Super User


Order Cycles Setup OE: Define Order TypesOrder Management Super User


Customer Setup OE: Define Customer Profile Classes



Customer Setup OE: Define TerritoriesOrder Management Super User


Customer Setup OE: Define Credit CheckingOrder Management Super User


Customer Setup OE: Define Sales Credit Types



Customer Setup OE: Define Salesperson/Sales Agent



Customer Setup OE: Define CustomersOrder Management Super User


Customer Setup OE: Define Customer Agreements



Order Setup OE: Define Payment TermsOrder Management Super User


Order Setup OE: Define Transaction Types for AR



Order Setup OE: Define Demand Class QuickCodes



Order Setup OE: Define AR QuickCodesOrder Management Super User



9



Signature Approval

Order Setup OE: Define DiscountsOrder Management Super User


Order Setup OE: Define HoldsOrder Management Super User


Order Setup OE: Define Hold Authorizations



Notes Setup OE: Define NotesOrder Management Super User


Notes Setup OE: Define Addition RulesOrder Management Super User


Notes Setup OE: Define Notes CategoryOrder Management Super User



9

Initial Tasks Setup/OE: Define QuickCodes

Order Entry>SetUp>Quickcodes>Order Entry<Customer Short Name> Process:

<Process Name>Business Area:

<Business Area>Date:

<Date>Control Number:

<Control Number>Priority(H, M, L):

<Priority (H, M, L)>Process Owner:

<Process Owner>Description: Use this form to maintain existing and to define additional QuickCodes for Oracle Order Entry. QuickCodes provide custom values for many lists of values used throughout Order Entry/Shipping.

<QuickCode Type>

HOLD_TYPE

Hold type will be used to define the order hold types. The hold types with a TAG of XXX were created for XXX’s use, the others are Oracle seeded hold types. Waiting on XXX to determine how the hold types get assigned to the holds. Based on how XXX wants to define holds and hold types, this can be used to group holds.

Type HOLD_TYPE Access Level

Meaning Meaning N/A for : HOLD_TYPE User

Application Order Management x Extensible

Description System

CodeLookup Code Meaning

Lookup Code De-scription Tag From To Enabled

[ ]

CCS CCSHOLD PER CCS XXX

16-Feb-

12 * .

CHANGE_NOTIFICATION_HOLD

Change Notifi-cation Hold for 3A7 * .


9

Rodriguez, Mike, 09/14/11,

Just use the seeded values

COMPLIANCEImport/Export Compliance * .

CONFIGURATOR

Configurator Validation Hold Type * .

CONS ERRORCONSULTANT ERROR * .

CREDIT Credit Check * .

EPAYMENTElectronic Pay-ment * .

EXCEPTION HOLD Exception Hold * .

FSRM FSRMHOLD PER FSRM XXX

16-Feb-

12 * .

GROSS MARGIN HOLDMargin hold for an order * .

GSA GSA Violation * .

GUEST ERROR GUEST ERROR XXX * .

HOLDOrder Adminis-tration Hold * .

HOST ERROR HOST ERROR XXX * .

IR_ISO_CMS_HOLD

IR-ISO Change Management Hold * .

ITEM ERROR ITEM ERROR XXX * .

NSF HOLD NSF HOLD XXX * .

ORDER ERROR ORDER ERROR XXX * .


9

PAYMENT ERRORPAYMENT ER-ROR XXX * .

PRICING ERROR HOLDPricing Error Hold

4-Dec-

02 * .

PROMOTIONPromotional Hold * .

SUPERVISOR SUPERVISORHOLD PER SUPERVISOR XXX

16-Feb-

12 * .

TAX ERROR TAX ERROR XXX * .

XXX CUSTOM XXX CUSTOM

Applied by custom pro-gram XXX

16-Feb-

12 * .

VERIFY FUNDS VERIFY FUNDS XXX * .

Code Lookup Code MeaningLookup Code Description

Tag From To

Enabled

CCS CCS HOLD PER CCSXXX

1-Jan-00 *

CHANGE_NOTIFICATION_HOLD

Change Notification Hold for 3A7 *

COMPLIANCE Import/Export Compliance *

CONFIGURATORConfigurator Validation Hold Type *

CREDIT Credit Check *EPAYMENT Electronic Payment *EXCEPTION HOLD Exception Hold *

FSRM FSRM HOLD PER FSRMXXX

1-Jan-00 *

GROSS MARGIN HOLD Margin hold for an order *GSA GSA Violation *HOLD Order Administration Hold *

PRICING ERROR HOLD Pricing Error Hold4-Dec-

02 *


9

PROMOTION Promotional Hold *

SUPERVISOR SUPERVISORHOLD PER SUPERVISOR

XXX

1-Jan-00 *

XXX CUSTOM XXX CUSTOMApplied by custom program

XXX

1-Jan-00 *

RELEASE_REASON

Release reason is used when releasing order holds. Release reasons with a Tag of XXX have been created at their request.

Type RELEASE_REASON Access Level

Meaning Release Reason Code User


Description Release Reason Code when releasing Holds System

Release reason code is attached in the excel file.

Code Lookup Code MeaningLookup Code Description

Tag From To

Enabled

10DAY_RELEASE RELEASE 10 DAY HOLD RELEASE 10 DAY HOLDXXX

1-Jan-00 *

3A7_RESPONSE_RECEIVEDResponse to 3A7 is received. Hold released automatically

Response to 3A7 is received. Hold released automatically

7-May-03 *

AR_AUTOMATICAutomatically released by Oracle Receivables

Automatically released by Oracle Receivables

7-Oct-99 *

AUTH_EPAYMENT

Authorized Electronic Payment. Hold removed automatically.

Authorized Electronic Payment. Hold removed automatically.

19-Nov-99 *

CANCELLATION

Remaining line quantity cancelled. Hold removed automaticall *

CCS_OK OK PER CCSRelease approved by CCS

XXX

9-Jun-07 *

CTO_AUTOMATICAutomatically released by Oracle Configure to Order

Automatically released by Oracle Configure to Order

25-Nov-03 *

CZ_AUTOMATIC Automatically released by Automatically released 7-Oct- *


9


Seeded values only

Oracle Product Configuratorby Oracle Product Configurator 99

EXPIREExpired hold. Hold removed automatically.

Expired hold. Hold removed automatically.

7-Oct-99 *

FSRM_OK OK PER FSRMRelease approved by FSRM

XXX

9-Jun-07 *

MANUAL_RELEASE_MARGIN_HOLD

Manually released, do not place hold again

Manually release, do not place hold again

7-Nov-02 *

MGM_OKOK PER SUPERVISOR/MANAGER

OK PER SUPERVISOR/MANAGER

XXX

9-Jun-07 *

NO_CALL NO CALL NEEDEDOrder Resolved - No Call Needed

XXX

9-Jun-07 *

OCM_AUTOMATICAutomatically released by Oracle Credit Managemnt

Automatically released by Oracle Credit Managemnt

10-Mar-05 *

OM_CANCELAutomatically released on cancellation

For complete cancellations

8-Feb-00 *

PASS_CREDITPassed credit check. Hold removed automatically.

Passed credit check. Hold removed automatically.

7-Oct-99 *

PASS_GSAPassed GSA check. Hold removed automatically.

Passed GSA check. Hold removed automatically by Pricing Integration.

13-Sep-00 *

PASS_MIN_MARGINPassed minimum margin. Hold removed automatically

Passed minimum margin. Hold removed automatically

29-Jul-02 *

PASS_PRICING_ERROR Passed pricing error hold.Passed pricing error hold.

4-Dec-02 *

PREPAYMENT

Prepayment has been processed. Hold released automatically.

Prepayment has been processed. Hold released automatically.

4-Feb-02 *

RESOLVED RESOLVED PER CONS/DIROrder Resolved per Cons/Dir

XXX

9-Jun-07 *

VALID_CONFIG Configuration is valid.Configuration is now valid.

6-Jan-00 *

SALES_CHANNEL

Sales channel is being used by XXX to define Method of Contact. This is done on the Order Header by selecting from the list of values from this lookup. Only the values that are enabled are displayed here.

Type SALES_CHANNEL Access Level

Meaning Meaning N/A for : SALES_CHANNEL User



9

Description Sales Channels System

Sales channel is look up table is attached below


Lookup Code Description

Tag From To

Enabled

EMAIL_CENTER Email *

FAX FAX

26-SEP-2006 *

MAIL MAIL

26-SEP-2006 *

PHONE PHONE

26-SEP-2006 *

WEB WEB

26-SEP-2006 *

SHIPMENT_PRIORITY

This is the Oracle seeded values. The meaning for HIGH has been changed to RUSH. Rush priority has a known meaning at XXX. This will be used by XXX to indicate a Rush delivery requirement.

Type SHIPMENT_PRIORITY Access Level

Meaning Shipment Priorities User


Description Shipment Priorities System


Lookup Code Description

Tag From To Enabled

HIGH High PriorityRUSH

31-JUL-1997 *

STANDARDStandard PrioritySTANDARD

31-JUL-1997 *


9

OM>Setup>QuickCodes>Receviables

The displayed QuickCodes (lookup) are the ones that have been changed to support the XXX requirements.

CREDIT_MEMO_REASON

The Credit Memo Reasons are used by XXX when entering Adjustment (RMA) orders. The codes are also used when importing history adjustment orders. The codes that have the description “See P-800” were added for history order conversion only.

Type CREDIT_MEMO_REASON Access Level

Meaning Credit Memo Reason x User

Application

Receivables Extensible

Description

Credit Memo Reason System


Lookup Code De-scription Tag From To

En-abled

[ ]

A/R ERRORAccounts Receiv-ables Billing Error

Accounts receiv-able billing error N

1-Jan-

52 * .

AC ACCONSULTANT ER-ROR

1-Jan-

52 * .

AD AD See P-8001-

Jan- * .


9


Just setup the ones where look code description is not ‘P800’

52

AK AK See P-800

1-Jan-

52 * .

AM AM See P-800

1-Jan-

52 * .

AO AO See P-800

1-Jan-

52 * .

AQ AQ See P-800

1-Jan-

52 * .

AU AU See P-800

1-Jan-

52 * .

BM BM See P-800

1-Jan-

52 * .

BO BO See P-800

1-Jan-

52 * .

CANCELLATION CancellationCustomer cancel-lation of order Y

1-Jan-

52 * .

CE CE COMPANY ERROR Y

1-Jan-

52 * .

CONTRACTSContract Line Terminated N

1-Jan-

52 * .

CR CR CHARGE REFUND

1-Jan-

52 * .


9

CREDIT and REBILL Credit and Rebill Credit and rebill N

1-Jan-

52 * .

DAMAGED PROD-UCT

Damaged Prod-uct Damaged Product Y

1-Jan-

51 * .

DD DD See P-800

1-Jan-

52 * .

DI DI See P-800

1-Jan-

52 * .

DS DSDAMAGED IN SHIPPING

1-Jan-

52 * .

DU DU DAMAGED IN USE

1-Jan-

52 * .

DUPLICATE BILLING Duplicate Billing

Duplicate invoic-ing of an order Y

1-Jan-

52 * .

ER EREXCHANGE AND/OR REFUND

1-Jan-

52 * .

EX EX EXCHANGE

1-Jan-

52 * .

FOREIGNForeign Freight Error

Foreign interface credit memo N

1-Jan-

52 * .

FREE PRODUCT Free Product

Customer in-voiced for free product in error Y

1-Jan-

52 * .GC GC See P-800 1- * .


9

Jan-52

GE GE See P-800

1-Jan-

52 * .

HG HG Host Gift Y

1-Jan-

52 * .

KE KE KEYING ERROR

1-Jan-

52 * .

LATE PAYMENTLate Payment Fi-nance Charge

Late payment fi-nance charge N

1-Jan-

52 * .

LC LC LOST CARTON(S)

1-Jan-

52 * .

LS LS LOST ORDER

1-Jan-

52 * .

MP MP MISSING PACKER

1-Jan-

52 * .

NO REASONNo Reason En-tered

No reason en-tered for Credit Memo N

1-Jan-

52 * .

NOT DELIVERED Not Delivered Not Delivered Y

1-Jan-

51 * .

OG OG See P-800

1-Jan-

52 * .

ORDER ENTRY ER-ROR Order Entry Error

Order admin. en-try error N

1-Jan-

52 * .OS OS OVERSHIPMENT 1- * .


9

Jan-52

PA CREDIT MEMOCredit Memo from Projects

Credit Memo from Projects N

1-Jan-

51 * .

PA_CREDIT_MEMO Pa_Credit_Memo

Project Account-ing Credit Memo N

1-Jan-

52 .

PA_WRITE_OFFWrite Off from Projects

Project Account-ing Write Off. N

1-Jan-

52 * .

PC PC See P-800

1-Jan-

52 * .

PQ PQPRODUCT QUAL-ITY

1-Jan-

52 * .

PR PR See P-800

1-Jan-

52 * .

RC RC See P-800

1-Jan-

52 * .

RETURN Product Return Product return Y

1-Jan-

52 * .

RF RF REFUND

1-Jan-

52 * .

RP RP See P-800

1-Jan-

52 * .

SALES TAX ERROR Sales Tax ErrorSales tax billing error N

1-Jan-

52 * .


9

SHIPPING CHARGES ERROR

Shipping Charges Error

Shipping Charges Error Y

1-Jan-

51 * .

SHIPPING and HANDLING

Shipping and Handling

Billed for shipping and handling in error N

1-Jan-

52 * .

SR SR See P-800

1-Jan-

52 * .

TAX RATE ERROR Tax Rate Error Tax Rate Error Y

1-Jan-

51 * .

TAX_EXEMPT Tax Exempt Tax Exempt Y

1-Jan-

51 * .

UC UC See P-800

1-Jan-

52 * .

UP UP See P-800

1-Jan-

52 * .

VP VP VENDOR PACK

1-Jan-

52 * .

VR VR Voluntary Recall

1-Jan-

52 * .

WRONG FREIGHT Wrong Freight

Incorrect freight was charged on the original in-voice N

1-Jan-

52 * .


9

WRONG PRODUCT Wrong Product Wrong Product Y

1-Jan-

51 * .

WRONG TAX RATE Wrong Tax Rate

The wrong tax rate was used on the original in-voice N

1-Jan-

52 * .

XB XBCANCEL BO RE-FUND

1-Jan-

52 * .

CodeLookup Code Meaning Lookup Code Description

Tag From To

Enabled

AC AC CONSULTANT ERROR 1-Jan-00 *AD AD See P-800 1-Jan-00 *AK AK See P-800 1-Jan-00 *AM AM See P-800 1-Jan-00 *AO AO See P-800 1-Jan-00 *AQ AQ See P-800 1-Jan-00 *AU AU See P-800 1-Jan-00 *BM BM See P-800 1-Jan-00 *BO BO See P-800 1-Jan-00 *CE CE See P-800 1-Jan-00 *CR CR CHARGE REFUND 1-Jan-00 *DD DD See P-800 1-Jan-00 *DI DI See P-800 1-Jan-00 *DS DS DAMAGED IN SHIPPING 1-Jan-00 *DU DU DAMAGED IN USE 1-Jan-00 *ER ER EXCHANGE AND/OR REFUND 1-Jan-00 *EX EX EXCHANGE 1-Jan-00 *GC GC See P-800 1-Jan-00 *GE GE See P-800 1-Jan-00 *HG HG See P-800 1-Jan-00 *KE KE KEYING ERROR 1-Jan-00 *LC LC LOST CARTON(S) 1-Jan-00 *LS LS LOST ORDER 1-Jan-00 *MP MP MISSING PACKER 1-Jan-00 *OG OG See P-800 1-Jan-00 *


9


Tag From To

Enabled

OS OS OVERSHIPMENT 1-Jan-00 *PC PC See P-800 1-Jan-00 *PQ PQ PRODUCT QUALITY 1-Jan-00 *PR PR See P-800 1-Jan-00 *RC RC See P-800 1-Jan-00 *RF RF REFUND 1-Jan-00 *RP RP See P-800 1-Jan-00 *SR SR See P-800 1-Jan-00 *UC UC See P-800 1-Jan-00 *UP UP See P-800 1-Jan-00 *VP VP VENDOR PACK 1-Jan-00 *XB XB CANCEL BO REFUND 1-Jan-00 *

Advanced Pricing Lookups

Oracle Pricing Manager>Setup>Lookups

The displayed lookup are the ones that have been changed to support the XXX requirements. The ones listed below are used with the pricing modifiers to apply charges to orders.

Advanced Pricing Lookups

The Credit Memo Reasons are used by XXX when entering Adjustment (RMA) orders. The codes are also used when importing history adjustment orders. The codes that have the description “See P-800” were added for history order conversion only.

Type MISCELLANEOUS Access Level

Meaning Miscellaneous Charges User

Application

Advanced Pricing x Extensible

Description

User definable Miscellaneous charges System

Code Lookup Code Meaning Lookup Code Descrip-tion

Tag From To En-abled

[ ]


9

11 CA - ITEM NOT AVAIL-ABLE

ITEM NOT AVAILABLE CA 30-Apr-12

* .

17 CA - DISCOUNT INCOR-RECT

DISCOUNT INCORRECT CA 30-Apr-12

* .

2 CA-Under/Overpay-ment received

REMIT TOTAL DOES NOT EQUAL FUNDS RECEIVED

CA 30-Apr-12

* .

21 CA – Item not ordered CONS PAYING FOR ITEM NOT ORDERD

CA 30-Apr-12

* .

25 CA-DOES NOT QUALIFY AS A SHOW

DOES NOT QUALIFY AS A SHOW

CA 30-Apr-12

* .

27 CA – Incorrect Pricing ORDER DOES NOT RE-FLECT NEW PRICING

CA 30-Apr-12

* .

33 CA- Host order change HOSTESS HALF PRICE CHANGED TO DISCOUNT

CA 30-Apr-12

* .

4B CA- Direct Ship Rates Apply

SHIPPING INCORRECT-FULL SHIPPING NOT PD

CA 30-Apr-12

* .

4E CA-Tax and/or Shipping Error

TAX AND/OR SHIPPING INCORRECT

CA 30-Apr-12

* .

50 CA - MONTH END-CHARGE PROB AND/OR REMIT SHORT

MONTH END-CHARGE PROB AND/OR REMIT SHORT

CA 30-Apr-12

* .

6 CA- Inactive Status-Pwk only

INACTIVE STATUS-CAN ONLY PURCHASE PWK

CA 30-Apr-12

* .

6A CA- Quantity Exceeds Limit

QUANITY EXCEEDS ONE- K/E, S/O OR SAMPLES

CA 30-Apr-12

* .

6B CA-Exceeds $500 limit on KE

EXCEEDED $500.00 LIMIT ON K.E.

CA 30-Apr-12

* .

7 CA-order totals incor-rect

PROCESS PER CONS GUEST AND/OR HOST.IN-COR

CA 30-Apr-12

* .

88 ROUNDING WITHIN LIMITS

ROUNDING WITHIN LIM-ITS

30-Apr-12

* .


9

99 OUT OF BALANCE WITHIN LIMITS

OUT OF BALANCE WITHIN LIMITS

CA 30-Apr-12

* .

CT COMMISSION TAKEN COMMISSION TAKEN MX 30-Apr-12

* .

DONA-TION

DONATION DONATION 30-Apr-12

* .

ER EXCHANCA - GE AND/OR REFUND

EXCHANGE AND/OR RE-FUND

CA 30-Apr-12

* .

GC GIFT CERT. PMT 1 GIFT CERTIFIACTE USED AS PAYMENT

30-Apr-12

* .

GC10 GIFT CERT. PMT 10 GIFT CERTIFIACTE USED AS PAYMENT

30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


9


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


9


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .


30-Apr-12

* .

HOST PAID

FPV AVAILABLE FPV AVAILABLE 30-Apr-12

* .

KIT CREDIT

KIT CREDIT XXX KIT CREDIT 30-Apr-12

* .

MCC Mexico Commission Charge

Mexico Commission Charge

30-May-12

* .


9

MEX SS BONUS DISCOUNT AMOUNT

MEX SS BONUS DIS-COUNT AMOUNT

MEX SS BONUS DIS-COUNT AMOUNT

MX 30-Apr-12

* .

MISC Miscellaneous Charge * .NOPAY NO PAY NO PAYMENT RECEIVED 30-Apr-

12 * .

OP RE-FUND

OVER PAYMENT RE-FUND

OVER PAYMENT REFUND 30-Apr-12

* .

PC DOL-LAR

PC DOLLAR PC DOLLAR 30-Apr-12

* .

PENALTY Charge for late pay-ment

* .

RESTOCK-ING

Restocking Fee * .

RETURN Return Fee * .SUPER ES-TRELLA 1

SUPER ESTRELLA 1 Super Estrella 1 MX 30-Apr-12

* .

SUPER ES-TRELLA 2


* .

SUPER ES-TRELLA 3


* .

SUPER ES-TRELLA 4


* .

TE NO TAX EXEMPT LET-TER

NO TAX EXEMPT LETTER CA 30-Apr-12

* .

XXX FREIGHT

XXX SHIPPING XXX SHIPPING CHARGES 30-Apr-12

* .


9

XXX RMA TAX ADJ

XXX RMA TAX ADJ XXX RMA TAX ADJUST-MENT

30-Apr-12

* .

XXX TAX ADJ

XXX TAX ADJ XXX TAX ADJUSTMENT 30-Apr-12

* .

VF FSRM - VERIFONE CHARGE

FSRM - VERIFONE CHARGE

30-Apr-12

* .


Tag From To

Enabled

11CA - ITEM NOT AVAILABLE ITEM NOT AVAILABLE CA 19-Feb-06 *

17CA - DISCOUNT INCORRECT DISCOUNT INCORRECT CA 19-Feb-06 *

2

CA - REMIT TOTAL DOES NOT EQUAL FUNDS RECEIVED

REMIT TOTAL DOES NOT EQUAL FUNDS RECEIVED CA 19-Feb-06 *

21

CA - CONS PAYING FOR ITEM NOT ORDERD

CONS PAYING FOR ITEM NOT ORDERD CA 19-Feb-06 *

25CA - DOES NOT QUALIFY AS A SHOW

DOES NOT QUALIFY AS A SHOW CA 19-Feb-06 *

27

CA - ORDER DOES NOT REFLECT NEW PRICING

ORDER DOES NOT REFLECT NEW PRICING CA 19-Feb-06 *

33

CA - HOSTESS HALF PRICE CHANGED TO DISCOUNT

HOSTESS HALF PRICE CHANGED TO DISCOUNT CA 19-Feb-06 *

4B

CA - SHIPPING INCORRECT-FULL SHIPPING NOT PD

SHIPPING INCORRECT-FULL SHIPPING NOT PD CA 19-Feb-06 *

4ECA - TAX AND/OR SHIPPING INCORRECT

TAX AND/OR SHIPPING INCORRECT CA 19-Feb-06 *

50

CA - MONTH END-CHARGE PROB AND/OR REMIT SHORT

MONTH END-CHARGE PROB AND/OR REMIT SHORT CA 19-Feb-06 *

6

CA - INACTIVE STATUS-CAN ONLY PURCHASE PWK

INACTIVE STATUS-CAN ONLY PURCHASE PWK CA 19-Feb-06 *

6A

CA - QUANITY EXCEEDS ONE- K/E, S/O OR SAMPLES

QUANITY EXCEEDS ONE- K/E, S/O OR SAMPLES CA 19-Feb-06 *

6B CA - EXCEEDED $500.00 LIMIT ON

EXCEEDED $500.00 LIMIT ON K.E.

CA 19-Feb-06 *


9


Tag From To

Enabled

K.E.

7

CA - PROCESS PER CONS GUEST AND/OR HOST.INCOR

PROCESS PER CONS GUEST AND/OR HOST.INCOR CA 19-Feb-06 *

88ROUNDING WITHIN LIMITS ROUNDING WITHIN LIMITS 1-Jan-00 *

99OUT OF BALANCE WITHIN LIMITS

OUT OF BALANCE WITHIN LIMITS CA 19-Feb-06 *

DONATION DONATION DONATION 1-Jan-00 *

ERCA - EXCHANGE AND/OR REFUND EXCHANGE AND/OR REFUND CA 19-Feb-06 *

GC GIFT CERT. PMT 1GIFT CERTIFIACTE USED AS PAYMENT 19-Feb-06 *

GC2 GIFT CERT. PMT 2GIFT CERTIFIACTE USED AS PAYMENT 19-Feb-06 *



HOST PAID FPV AVAILABLE FPV AVAILABLE 1-Jan-00 *KIT CREDIT KIT CREDIT XXX KIT CREDIT 1-Jan-00 *

MISCDO NOT USE - Miscellaneous Charge

DO NOT USE - Miscellaneous Charge *

NOPAY NO PAY NO PAYMENT RECEIVED 1-Jan-00 *PC DOLLAR PC DOLLAR PC DOLLAR 1-Jan-00 *

PENALTYDO NOT USE - Charge for late payment Charge for late payment *

RESTOCKINGDO NOT USE - Restocking Fee Restocking Fee *

RETURNDO NOT USE - Return Fee Return Fee *

TECA - NO TAX EXEMPT LETTER NO TAX EXEMPT LETTER CA 19-Feb-06 *

XXX FREIGHT XXX SHIPPING XXX SHIPPING CHARGES 1-Jan-00 *XXX RMA TAX ADJ XXX RMA TAX ADJ XXX RMA TAX ADJUSTMENT 1-Jan-00 *

XXX TAX ADJ XXX TAX ADJ XXX TAX ADJUSTMENT 1-Jan-00 *


9

Initial Tasks Setup/OE: Define Order Number Sources

Order Entry>Setup>Orders>Sources<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Order Number Sources that automatically generate numbers for your sales orders and returns as you enter them.

<Order Number Sources>

Name Application From To Type Message Initial Value

[ ]

INTERNAL Order Man-agement

22-Feb-

22-Feb-

Automatic 1


9

12 12INTERNAL-MIM

Order Man-agement

23-Feb-00

Automatic 33000001

INTERNAL-MSA

Order Man-agement

23-Feb-00

Automatic 22000001

INTERNAL-US

Order Man-agement

23-Feb-00

Automatic 11000001

K-US Order Man-agement

17-Apr-12

Manual

K-USHS Order Man-agement

23-Feb-00

Automatic 10000000

MANUAL HISTORY

Order Man-agement

1-Jan-00

Manual

XXX MAN-UAL

Order Man-agement

1-Jan-00

Manual

XXX PACK SLIP

Order Man-agement

15-May-12

Automatic 1


9

Initial Tasks Setup/OE: Define Order Import Sources

Order Entry>Setup>Orders> Order Import<Customer Short Name> Process:






<Process Owner>Description: Use this form to define OrderImport Sources from which you import order information.

<OrderImport Sources>

Order Import Source DescriptionEn-abled

AIA En-abled

11i Conversion 11i Conversion *AHL Order Source for Advanced Service Online *AIA Order AIA Order * *AIA Quote AIA Quote * *Automotive Service *CRM Apps Order source is any of the CRM applications *Contract Renewal Order created to r enew contracts *Copy Copy *EDI EDI *

Field Service ReportField Service report for charging parts, labour and ex-penses from the field *

HYBRIS Order Source for Hybris *IBU Order source for iSupport *IStore Account Order source for iSt ore account user *IStore Oneclick Order created by iS tore one click *IStore Walkin Order source for iSto re walk in customer *Internal Web *Online For Orders created Online *Order Capture Quotes Order source f or Order Capture quoting module *


9


You can skip this, just make sure the seeded is defined.

PV Program Enroll-ment

Partner Management Orders in Program Enrollment Flow *

PV VAD Invitation(1) Partner Management Orders in VAD Invitation Flow(1) *Pricing and Availabil-ity Order Source for Pricing/Availability *Retrobill Order Source for Retrobilling *Sales and Marketing Collateral Sales and Marketing Collateral *Sales and Marketing Quote Sales and Marketing Quote *Service Service *Service Billing Service Billing *Service Request Service Request *Siebel Quote Siebel Quote * *TeleSales Order Order Source for TeleSales *Telesales Collateral Order source f or telesales *Teleservices Order Source for TeleService *Trade Management Order Source for Trade Management *Web Web *XML Order Source for XML Messages *

Order Import Source Description Enabled

Copy Copy *

CRM Apps Order source is any of the CRM applications *

CUS CUSTOMER VIA WEDDING REGISTRY *

IPARTNER IPARTNER ORDERS *

IVR IVR ORDERS *

KIT KIT BUILD ORDERS *

OE For Orders created Online *


9

OE-CRM Order Source for TeleSales *

PPC PAMPERED PARTNER ORDERS *

PPP PAMPERED PARTNER PLUS *

PWS CUSTOMER ORDER/CONS PERSONAL WEB SITE *

REG WEDDING REGISTRY (O AND R TYPE ORDERS) *

XXX HISTORY XXX P-800 ORDER HISTORY *

WEB XXX WEB ORDERS *

Web Web *


9

Initial Tasks Setup/OE: Define Freight Carriers and Charges

OM>Setup>Shipping>Freight Carriers, Cost Types>Carriers<Customer Short Name> Process:






<Process Owner>Description: Use this form to define allowable Freight Charges and suggested amounts.

Freight Carriers

Path: OM>Setup>Shipping>Freight Carriers, Cost Types>Carriers

Freight carriers in Oracle can be used by both Order Management and Purchasing. Order management has fright carrier named GENERIC, this freight carrier has service levels and a ship method defined to support XXX’s wave and shipping process. The ship method codes were provided by John Marchese. Based on the ship method entered on the order, the shipping program will determine which carrier to use for the shipment.


9

Address/Sites tab – None defined for GenericContacts tab – None defined for GenericClassification tab – CarrierRating, Payment tab – nothing definedMode Limits tab – nothing defined

Organizational Assignments – for each service level to be used by the different organizations it must be assigned to that organization.


9

At the present time in EBDEV, all the Service Levels/Ship Methods are assigned to HQF and EDC only.

Additional service levels can be defined for this carrier by clicking the “Define Service Levels” button.


9

Service Level Mode Ship Method

Period Min Max Enabled Web Enabled

[ ]

NEXT DAY SATURDAY

TL GENERIC NEXT DAY SATURDAY

* *

Next Day Air TL GENERIC NEXT DAY

* *

2nd Day Air TL GENERIC 2 DAY

* *

MAIL TL GENERIC MAIL

* *

Ground TL GENERIC Ground

* *

Next Day Air Air ND * * Standard Air AIR * * Ground Parcel GND * *


9

F3 Parcel Fedex Home Delivery - Do not use

* *

MAIL Parcel MAIL * * NEXT DAY SATURDAY

Air NDS * *

2nd Day Air Air 2D * * 2nd Day Air Saturday

Air 2DS * *

The flexfield will be used to populate the XXX ship method code from the imported orders. The number 00, 01, 02 … are assigned to the ship code used in Oracle. The following setups are required for the flexfield.

Freight Cost Types

Path: OM>Setup>Shipping>Freight Carriers, Cost Types>Freight Cost Types

Create a freight cost type for each currency. This will allow you to enter the actual shipping costs during the ship confirm process. In this way you can then measure the freight charges you assign to orders and compare them to the actual cost you incur at the time of shipment.


9

<Freight Charges>Name Type Currenc

y CodeCurrency Amount Effective From Effective To

FREIGHT CA Freight Costs CAD 0 01-JAN-2000

FREIGHT DE Freight Costs EUR 0 01-JAN-2000

FREIGHT UK Freight Costs GBP 0 01-JAN-2000

FREIGHT US Freight Costs USD 0 01-JAN-2000


9

Name Type Currency Code

Currency Amount Effective From Effective To


9

Initial Tasks Setup/OE: Define Profiles-System

System Administrator>Profile>System<Customer Short Name> Process:






<Process Owner>Description: Use this form to define system level Profile values for users. This table also includes some Profile options from other applications that are used by Oracle Order Entry/Shipping.

Profile Option NameSite

OM: Activate Change Management System Y

OM: Add Customer All

OM: Add Customer (Order Import) All

OM: Administer Public Queries Yes

OM: Allow model fulfillment without configuration No

OM: Apply Automatic Attachments Yes

OM: Assign New Set For Each Line

OM: Authorized To Override ATP Yes

OM: Auto Push Group Date Yes

OM: AutoSchedule No

OM: Automatically Open Related Items Window No

OM: Branch Scheduling Y

OM: Cascade Service

OM: Change SO Response Required

OM: Charges For Backorders No

OM: Charges for included item No

OM: Charging Privilege Unlimited access

OM: Commitment Sequencing No

OM: Configuration Quick Save No

OM: Context Responsibility for Upgraded Orders


9


OM: Copy Model dff to child lines No

OM: Create Account Information All

OM: Credit Card Privileges None

OM: Credit Check Engine API Code Flow MULTI

OM: Credit Memo Transaction Type Credit Memo

OM: Credit Salesperson for Freight on Sales No

OM: Cust Item Shows Matches No

OM: Customer Relationships

OM: DBI Installation Yes

OM: Deactivate Pricing at Scheduling

OM: Debug Level 0

OM: Debug Log Directory /app10/ebtest/ebtestdb/10.2.0/appsutil/outbound/EBTEST_rhdb05

OM: Default Blanket Agreement Type

OM: Default Blanket Transaction Phase

OM: Default Line Type from Model Yes

OM: Default Sales Transaction Phase

OM: Default Salesrep No Sales Credit

OM: Discounting Privileges

OM: Display Current Selections in Pricing/Availability No

OM: E-Mail Required on New Customers No

OM: Electronic Message Integration Event Sources

OM: Employee for Self-Service Orders

OM: Enable Group pricing for DSP lines Yes

OM: Enable Related Items and Manual Substitutions Yes

OM: Enforce Shipping Method for Ship Sets No

OM: Estimated Authorization Validity Period 21

OM: GSA Discount Violation Action

OM: Generate credit for rejected returns

OM: Generic Update Constraints Apply to DFF? Yes

OM: Import Multiple Shipments Yes

OM: Included Item Freeze Method Ready to Pick / Purchase Release

OM: Interface freight tax code from line No


9


OM: Invoice Numbering Method Automatic

OM: Invoice Source XXX Order Management

OM: Invoice Transaction Type Invoice

OM: Item Change Honors Frozen Price No

OM: Item Flexfield System Items

OM: Item View Method

OM: List Price Override Privilege

OM: Modify Seeded Holds No

OM: Negative Pricing Yes

OM: New EDI Acknowledgment Framework

OM: Non-Delivery Invoice Source XXX Order Management

OM: Notification Approver

OM: Number of Days to Backdate Bank Account Creation

OM: Order Accept State for XML

OM: Order Information Regulatory logging No

OM: Orders Purge Per Commit 100

OM: Over Return Tolerance 0

OM: Over Shipment Tolerance 0

OM: Overshipment Invoice Basis Invoice Shipped Quantity

OM: Party Totals Currency US Dollar

OM: Payment method for Credit Card Transactions XXX Credit Cards US Sales

OM: Population Of Buyer Code For Dropship Lines

OM: Preinsert Manual Adjustments No

OM: Preserve External Credit Balances Yes

OM: Prevent Booking for Line Generic Holds

OM: Printed Document Extension Class Name

OM: Process Payment Immediately at Booking Yes

OM: Promotion Limit Violation Action

OM: Quick Sales Order Form: Auto Refresh Line

OM: Quick Sales Order Form: Defer Pricing No

OM: Reservation Time Fence

OM: Restrict Customer Items for Line Level Ship To Address No


9


OM: Return Item Mismatch Action Warning

OM: Return Unfulfilled Referenced Line Action Reject

OM: Risk Factor Threshold for Electronic Payments 50

OM: Run Order Import for XML ASYNCHRONOUS

OM: Sales Order Form: Cascade Header Changes to Line

OM: Sales Order Form: Refresh Method (Query Coordination)

OM: Sales Order Form: Restrict Customers Global Organization

OM: Sales Order navigation from Pricing/Availability form Ask

OM: Sales Orders Form preference Sales Orders

OM: Schedule Line on Hold Yes

OM: Scheduling Role

OM: Send Acknowledgment for Change PO Response

OM: Send Changed Lines to Pricing Yes

OM: Sequence for TP Ship/Deliver Deadline

OM: Set Receivables Transaction Date as Current Date for Non-Shippable Lines No

OM: Show Discount Details on Invoice No

OM: Show Line Details Yes

OM: Show Process Messages Flag

OM: Source Code ORDER ENTRY

OM: Source Code2-1 ORDER ENTRY

OM: Source for TP Early Ship/Deliver Date

OM: Under Return Tolerance 0

OM: Under Shipment Tolerance 0

OM: Unique Order Source, Orig Sys Document Ref Combination For Each Customer

OM: Use Configurator No

OM: View Cancel Lines Yes

OM: View Closed Lines Yes

OM: View Pricing & Availability Information in Related Items Both

OM:Enforce Check For Duplicate Purchase Order Yes

OM:Generate Diagnostics for Error Activities

Profile Option Name 6/30/08Site


9


Inventory

INV:Capable to Promise ATP Based on Collected Data

FND

Sequential Numbering Always Used

Default Country United States

Profile Option Name SiteOM : Use Parallel Queries in Customer MergeOM: Add Customer NoneOM: Add Customer (Order Import)OM: Administer Public Queries NoOM: Allow model fulfillment without configuration NoOM: Apply Automatic Attachments YesOM: Assign New Set For Each LineOM: Authorized To Override ATPOM: Auto Push Group DateOM: AutoScheduleOM: Automatically Interface Lines to IB on Fulfillment YesOM: Automatically Open Related Items Window NoOM: BSA Min-Max Limit Violation ActionOM: Bypass ATPOM: Cascade ServiceOM: Change SO Response RequiredOM: Charges For BackordersOM: Charges for included item NoOM: Charging Privilege Unlimited access


9

OM: Commitment Sequencing NoOM: Configuration Quick Save No

OM: Contact Center Actions Menu NameSales Orders: Agent Actions

OM: Context Responsibility for Upgraded OrdersOM: Copy Model dff to child lines NoOM: Create Account Information NoneOM: Credit Card Privileges YesOM: Cust Item Shows Matches NoOM: Customer Service FeedbackOM: Customer Service Report DefectOM: DBI Installation NoOM: Debug Level 5OM: Debug Log Directory /tmp/erpcrp2OM: Default Sales Agreement Transaction PhaseOM: Default Sales Agreement TypeOM: Default Sales Transaction PhaseOM: Default Salesrep No Sales CreditOM: Delay SchedulingOM: Discounting PrivilegesOM: Display Actions Button vs. Poplist ButtonOM: Display Current Selections in Pricing/Availability NoOM: Display New Order After Copy NoOM: E-Mail Required on New Customers NoOM: Electronic Message Integration Event SourcesOM: Enable Group pricing for DSP lines YesOM: Enable Related Items and Manual Substitutions NoOM: Enforce Shipping Method for Ship SetsOM: Generate credit for rejected returns YesOM: Generic Update Constraints Apply to DFF? YesOM: Import Multiple ShipmentsOM: Included Item Freeze Method BookingOM: Interface freight tax classification code from line No


9

OM: Invoice Numbering Method AutomaticOM: Item Change Honors Frozen PriceOM: Item Flexfield System ItemsOM: Item View MethodOM: List Price Override PrivilegeOM: Minimum Item Length -1OM: Modify Seeded Holds NoOM: Negative PricingOM: New EDI Acknowledgment Framework NoOM: Notification ApproverOM: Order Accept State for XMLOM: Orders Purge Per Commit 100OM: Over Return Tolerance 0OM: Over Shipment Tolerance 0OM: Party Totals Currency US DollarOM: Population Of Buyer Code For Dropship LinesOM: Preinsert Manual Adjustments NoOM: Preserve External Credit BalancesOM: Prevent Booking for Line Generic HoldsOM: Price Adjustment Modifier for AIA Order LinesOM: Printed Document Extension Class NameOM: Promotion Limit Violation ActionOM: Quick Sales Order Form: Auto Refresh LineOM: Quick Sales Order Form: Defer Pricing NoOM: Records On Summary Page For External Users NOM: Restrict Customer Items for Line Level Ship To Address NoOM: Return Item Mismatch ActionOM: Return Unfulfilled Referenced Line ActionOM: Roll Up Charges on Header Level for AIA SynchOM: Roll Up Charges on Line Level for AIA SynchOM: Roll Up Tax on Header Level for AIA SynchOM: Run Order Import for XMLOM: Sales Order Form: Cascade Header Changes to Line


9

OM: Sales Order Form: Refresh Method (Query Coordination)OM: Sales Order Form: Restrict Customers Global OrganizationOM: Sales Order navigation from Pricing/Availability form AskOM: Sales Orders Form preference Sales OrdersOM: Schedule ATO Item Without BOMOM: Scheduling RoleOM: Send Acknowledgment for Change PO ResponseOM: Send Changed Lines to Pricing YesOM: Sequence for TP Ship/Deliver DeadlineOM: Set Receivables Transaction Date as Current Date for Non-Shippable Lines NoOM: Show Line Details YesOM: Show Process Messages FlagOM: Source Code ORDER ENTRYOM: Source Code2-1 ORDER ENTRYOM: Source for TP Early Ship/Deliver DateOM: UOM Class for Charge Periodicity PeriodOM: Under Return Tolerance 0OM: Under Shipment Tolerance 0OM: Unique Order Source, Orig Sys Document Ref Combination For Each Cus-tomerOM: Use Configurator YesOM: Use Materialized View for Items LOV (Honors Item Orderability Rules)OM: View Cancel Lines YesOM: View Closed Lines YesOM: View Intercompany AR InvoiceOM: View Pricing & Availability Information in Related Items BothOM:Allow HVOP to drop invalid linesOM:Enforce Check For Duplicate Purchase Order YesOM:Generate Diagnostics for Error ActivitiesOM:Unit Price Precision Type

Profile Option Name6/30/08Site


9

Inventory

INV:Capable to PromiseATP Based on Col-lected Data

FNDSequential Numbering Always UsedDefault Country United States

Advanced Pricing – Profile Settings

Profile Option Name

Site

QP : Custom Ig-nore Pricing

QP : Dynamic Sampling Level

QP : External De-fault Pricing Per-spective

Order Management

QP : Internal De-fault Pricing Per-spective

Order Management

QP: Accrual UOM Class

QP: Accumula-tion Attributes Enabled

No

QP: Administer Public Queries

QP: Allow Buck-ets For Manual Modifiers

QP: Allow Dupli-cate Modifiers

Yes

QP: Batch Size 1000


9

for Bulk ImportQP: Blind Dis-count Option

Yes

QP: Break UOM Proration Al-lowed

QP: Build At-tributes Mapping Options

Map all attributes

QP: Cache Max Size for Java Pric-ing Engine

QP: Cache Mode for Java Pricing Engine

QP: Cross Order Volume Period1



QP: Custom Sourced

No

QP: Debug Request Viewer OffQP: Denormalize Qualifiers

QP: E-mail - From Address

QP: Enable Best Price Formula Evaluation

QP: Get Custom Price Customized

No

QP: High Volume Order Processing Compliance

No


9

QP: Inbound XML Messaging Re-sponsibility

QP: Insert For-mula Step Values into Temp Table

No

QP: Inventory Decimal Preci-sion

10

QP: Item Valida-tion Organization

XXX Master Organization

QP: JAVA PRICNG ENGINE SUP-PORT

QP: Java Engine Log Filename

QP: Java Pricing Engine Log En-abled

QP: Java Pricing Engine Log File

QP: Java Pricing Engine Log Mod-ule

QP: Java Pricing Engine Log Path

QP: Java Pricing Engine Logging Level

QP: Java Pricing Engine Maximum of Status Re-quests

240

QP: Java Pricing Engine Status Re-quest Interval

15


9

QP: Java Pricing Engine URL

http://erpcrp2.pamperedchef.com:8020/OA_HTML/pricing

QP: Java Pricing Engine threshold of request lines

1500

QP: Licensed for Product

QP: Limit Exceed Action

Hard - Adjust Benefit Amount

QP: Line Volume UOM Code

QP: Line Weight UOM Code

QP: Modifier Find Window - Show records

No

QP: Multi Cur-rency Installed

Yes

QP: Multi Cur-rency Usage

QP: Negative Pricing

No

QP: PLMM Lines Fetch Count

QP: Pass Quali-fiers to Get_Cus-tom_Price API

QP: Pattern Search

QP: Pattern Search Path

QP: Performance Control

QP: Price Round-ing


9

QP: Pricing En-gine Type

PL/SQL Engine

QP: Pricing Party Hierarchy Type

QP: Pricing Per-spective Request Type

Order Management Order

QP: Pricing Transaction En-tity

Order Fulfillment

QP: Promotional Limits Installed

No

QP: Qualify Sec-ondary Price Lists

No

QP: Return Man-ual Discounts

Yes

QP: Satisfied Qualifiers Option

Yes

QP: Security Con-trol

OFF

QP: Security De-fault Maintain Privilege

Global

QP: Security De-fault ViewOnly Privilege

Global

QP: Selling Price Rounding Op-tions

Individual: = round(listprice) + round(adj)

QP: Set Request Name

QP: Source Sys-tem Code

Oracle Pricing

QP: Time UOM Conversion

QP: UTL_HTTP 60


9

TRANSFER TIME-OUTQP: Unit Price Precision Type

Standard

QP: Valueset Lookup Filter

Yes

QP: Verify GSA Violations

No

Profile Option Name Site

EBTEST6/30/08Application Order Management

QP: Accrual UOM ClassQP: Accumulation Attributes Enabled Yes

QP: Administer Public Queries No

QP: Allow Buckets For Manual Modifiers Yes

QP: Allow Duplicate Modifiers Yes

QP: Batch Size for Bulk Import 1000

QP: Blind Discount Option Yes

QP: Break UOM Proration Allowed No

QP: Build Attributes Mapping Options Map all attributes

QP: Cache Max Size for Java Pricing EngineQP: Cache Mode for Java Pricing EngineQP: Cross Order Volume Period1 30

QP: Cross Order Volume Period2 91

QP: Cross Order Volume Period3 365

QP: Custom Sourced No

QP: Debug Request Viewer Off

QP: Get Custom Price Customized No


9



QP: High Volume Order Processing Compliance

No

QP: Insert Formula Step Values into Temp Table

No

QP: Inventory Decimal Precision 2

QP: Item Validation Organization XXX Master Inventory Org

QP: Java Engine Log FilenameQP: Java Pricing Engine Log EnabledQP: Java Pricing Engine Log FileQP: Java Pricing Engine Log ModuleQP: Java Pricing Engine Log PathQP: Java Pricing Engine Logging LevelQP: Java Pricing Engine Maximum of Status Requests

240

QP: Java Pricing Engine Status Request Interval

15

QP: Java Pricing Engine URL

http://rhap05.pamperedchef.com:8020/pricing/oracle.apps.qp.servlet.RequestPrice

QP: Java Pricing Engine threshold of request lines

1500

QP: Licensed for Product Order Management

QP: Limit Exceed Action Hard - Adjust Benefit Amount

QP: Line Volume UOM Code EA

QP: Line Weight UOM Code LBS

QP: Modifier Find Window - Show records

No

QP: Multi Currency Installed No

QP: Multi Currency Yes


9

http://rhap05.pamperedchef.com:8020/pricing/oracle.apps

http://rhap05.pamperedchef.com:8020/pricing/oracle.apps



Usage

QP: Negative Pricing Yes

QP: Pass Qualifiers to Get_Custom_Price API

Yes

QP: Price Rounding Enforce Price List Rounding Factor

QP: Pricing Engine TypeQP: Pricing Transaction Entity Order Fulfillment

QP: Promotional Limits Installed No

QP: Qualify Secondary Price Lists No

QP: Return Manual Discounts Yes

QP: Satisfied Qualifiers Option Yes

QP: Security Control Off

QP: Security Default Maintain Privilege Global

QP: Security Default ViewOnly Privilege Global

QP: Selling Price Rounding Options Individual: = round(listprice) + round(adj)

QP: Set Request NameQP: Source System Code Oracle Pricing

QP: Time UOM Conversion Standard

QP: UTL_HTTP TRANSFER TIMEOUT 60

QP: Unit Price Precision Type Standard

QP: Valueset Lookup Filter Yes

QP: Verify GSA Violations No

Shipping Execution – Profile Settings


9

Profile Option Name SiteWSH: BPEL Domain Name defaultWSH: BPEL Webservice URI for OTM WSH: Bulk Batch Size WSH: Currency Conversion Type for OTM CorporateWSH: DSNO Output File Extension WSH: Debug Enabled NoWSH: Debug File Prefix WSH: Debug Level ProcedureWSH: Debug Log Directory /tmp/er-

pcrp2WSH: Debug Module %WSH: Defer Inventory Process Online WSH: Distributed Source Entity WSH: Express Pick WSH: Ignore Weight/Volume Conversion Errors YesWSH: Internet Proxy URL WSH: Number of Pick Release Child Processes WSH: Overpicking Enabled NoWSH: Override Ship to Deliver Workflow NoWSH: Pick Release Batch Size WSH: Populate latest ship/delivery date WSH: Quick Ship Default View WSH: Retain ATO Reservations WSH: Run PL/SQL Profiler NoWSH:Default Shipping Responsibility for OTM WSH:Default Shipping User For OTM ANONY-

MOUS

Profile Option NameEBDEV11/07/2007Site

WSH: Bulk Batch Size


9

Profile Option NameEBDEV11/07/2007Site

WSH: DSNO Output File Extension

WSH: Debug Enabled No

WSH: Debug File Prefix

WSH: Debug Level Procedure

WSH: Debug Log Directory /app10/ebtest/ebtestdb/10.2.0/appsutil/outbound/EBTEST_rhdb05

WSH: Debug Module %

WSH: Defer Inventory Process Online

WSH: Express Pick

WSH: Internet Proxy URL

WSH: Overpicking Enabled No

WSH: Pick Release Batch Size 1000

WSH: Quick Ship Default View Delivery Confirm

WSH: Retain ATO Reservations

WSH: Run PL/SQL Profiler No


9

Initial Tasks Setup/OE: Define Profiles-User

Order Entry>SetUp>Profiles<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Personal Profile Values for users. The profile options listed are those for Order Entry/Shipping that can be updated at a User level. See the OE: Define Profiles-System for detail information on each of these options.

<Personal Profile Values>Profile Name Default value User Value

OE: AutoBackorder Yes

OE: AutoDemandOE: AutoPriceOE: Debug Level 0

OE: Item View MethodOE: Reservations No

OE: Schedule Date Window 30

OE: Validate Option Line ItemOE: Weight Unit of Measure Class


9

Rules, Shipping Information Setup/OE: Define Security Rules

Order Entry>SetUp>Rules>Security<Customer Short Name> Process:






<Process Owner>Description: Use this form to assign Security Rules to your order information. You can assign Security Rules to your order information. You can specify the steps in the order process where you no longer allow users to add, delete, modify, or cancel order or return lines. You can use the default rules, which provide the minimum limits to maintain data integrity, or define your own stricter rules to reflect your order and return maintenance policies.

<Security Rules>Use this region to choose the block for which you want to define Security Rules.

Block Name

Order Header

Order Line

Order Sales Credit

Order Price Adjustment

Line Sales Credit

Line Price Adjustment

Blanket Header

Blanket Line

Line Payment

Order Payment


9


Just leave the seeded values

Block Rules

<Block Rules>

Define the Security Rules for the Block.

OperationUpdate

<Rules>Num. Modifier Condition Name Action Result Scope System Rules

<Field Security for the Block>Use this region to choose the Field for which you want to define security rules.

Field Name

Field Rules

<Rules>


9

Define the Security Rules for the Block.

OperationUpdate

Number Modifier Condition Name Action Result Scope System Rules


9

Rules, Shipping Information Setup/OE: Define Standard Value Rule Set

Order Entry>Setup>Rules>Values<Customer Short Name> Process:






<Process Owner>Description: Use this form to create and modify Standard Value Rule Sets to improve the efficiency and accuracy with which you enter orders. You can define the rules to determine the source and prioritization for defaulting order information to reduce the amount of information you actually type in the Sales Orders window. For most fields, you can assign one or more standard value sources in a priority sequence, or if the default is always the same, you can define a constant value.

Record Sets: Entity Record Sets: Seeded?

Record Sets: Record Set

Record Sets: Short Name

Record Sets: Description Record Sets: Based on Primary Key?

Line Payment * Line LINPMTS Payment for one order line

Line Payment * Line Payment LINPMT Line Payment *Line Price Adjust-ment

* Line Price Ad-justment

LINEADJ Line Price Adjustment *

Line Price Adjust-ment

* Order Line LINADJS Price Adjustments for one order line

Line Sales Credit * Line Sales Credit LSCRDIT *Line Sales Credit * Order Line LINSCRS Sales Credits for one or-

der line

Order Header * Order ORDER Order Header *Order Line * ATO Configura-

tionATOCON ATO Configuration

Order Line * Configuration CONFIG Line Configuration Order Line * Line LINE Order Line *Order Line * Order ORDLINS All lines for one order


9

Order Line * Ship Set SHIPSET Ship Set Order Payment * Order ORDPMTS Payment for one order

header

Order Payment * Order Payment ORDPMT Order Payment *Order Price Adjust-ment

* Order HDRADJS Price Adjustments for one order header

Order Price Adjust-ment

* Order Price Ad-justment

HDRADJ Order Price Adjustment *

Order Sales Credit * Order HDRSCRS Sales Credit for one order header

Order Sales Credit * Order Sales Credit

HSCRDIT *

Sales Agreement Header

* Sales Agree-ment Header

BLKTHDR *

Sales Agreement Line

* Sales Agree-ment Line

BLKTLIN *


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<Standard Value Rule Set>Name

Description

<Block>Block

<Fields>


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<Defaulting Rules>Sequence Object Attribute Value Allow Override Override User-Specified

Value


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Rules, Shipping Information Setup/OE: Choose Shipping Printers

Order Entry>Setup>Shipping>Choose Printers<Customer Short Name> Process:






<Process Owner>Description: Use this form to define valid Printers for all picking and Shipping Documents at Site, Application, Responsibility, and User levels. You can assign shipping documents and selected reports to specific printers. For example, you can assign pick slips and pack slips to your warehouse tractor feed printer, your mailing labels to a tractor feed printer stocked with blank labels, and other documents to a laser printer in your order entry office.

<Choose Printer for Shipping Documents>Document

Bill of Lading

Choices:

Level Value Printer Comments Enabled


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Skip no need right now

Rules, Shipping Information Setup/OE: Define Document Sets

Order Entry>Setup>Shipping>Document Sets<Customer Short Name> Process:






<Process Owner>Description: Use this form to group Shipping Documents and other reports in the Confirm Shipment window or the Release Sales Orders For Picking window, depending on the option you select in the Usage field. When you select a document set in either the Release Sales Orders For Picking or Confirm Shipment windows, the documents print automatically when you save your actions.

<Shipping Document Sets> (Documents Set Name)Document Set

Ship Confirm DocumentsXXX SHIP CONFIRM

Description

UsagePICK RELEASEShip Confirm

Effective Dates: From06/20/07

Effective Dates: To

Printing Method

Documents:

Sequence Application Report Name Description

10 Shipping Execution Packing Slip Report Packing Slip Report

20 Shipping Execution Bill Of Lading Bill Of Lading

30 Shipping Execution Commercial Invoice Commercial Invoice


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Just use seeded values

Pre-change

Post Change – 6/30/08


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Pre Change

Post Change – 6/30/08


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Pre Change


9

Rules, Shipping Information Setup/OE: Define Release Sequence Rules

Order Entry>Setup>Shipping>Release Sequence Rules<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Release Sequence Rules to specify the order in which eligible picking lines are released during Pick Release. The order in which picking lines are released using a Release Sequence Rule is based on five attributes: order number, outstanding invoice value, schedule date, departure date, and shipment priority. You can assign a Priority (1 through 5) to one attribute or all of the attributes for the release sequence rule, with 1 being the highest priority and 5 being the lowest priority.

<Release Sequence Rules>


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Skip no need right now

Shipping Parameters are setup per inventory organization. Navigation: Shipping>Setup>Shipping ParametersShipping Parameters (HQF)General

Weight UOM Class Weight

Volume UOM Class Volume

Percent Fill Basis None

Export Compliance Screening(requires ITM Partner Integration) Not Required

Pick Release

Release Sequence Rule Default: Order Number

Pick Slip Grouping Rule Default: Order Number

Print Pick Slip At the End

Number of Pick Slip Lines

Default Pick Release Document Set

Default Stage Subinventory SHPSTAGE

Default Stage Locator

Autocreate Deliveries Un-CheckedYes

Auto Allocate Checked

Enforce Ship Sets and Ship Models

Plan Tasks

Shipping Transaction

Default Ship Confirm Document Set

Ship Confirm Rule

Auto-pack Options NoYes

Goods Dispatched Account

Enforce Packing in Containers No

Delivery

Delivery Grouping Attributes

Ship From Location Checked (field protected)

Customer Checked

Freight Terms Unchecked

FOB Code Checked

Ship To Location Checked (field protected)

Intermediate Ship To Location Unchecked

Ship Method Checked


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Autocreate Delivery Criteria Within an OrderAcross Orders

Appending Limit Do Not Append

Shipping Parameters (EDC)General

Weight UOM Class Weight (UOM = Kilogram)

Volume UOM Class Volume (UOM=Cubic Inch)

Percent Fill Basis NoneWeight


Pick Release






Default Stage Subinventory ESP


Autocreate Deliveries Yes

Auto Allocate Yes


Plan Tasks



Ship Confirm Rule

Auto-pack Options YesNo



Delivery



Customer Yes

Freight Terms

FOB Code



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Intermediate Ship To Location

Ship Method

Autocreate Delivery Criteria Across Orders


Key Optional

Required

Ship Confirm Rules

There are 2 rules setup in EBSUPPORT that can be used to ship confirm deliveries. XXX SHIP ALL is setup to ship all entered quantities and XXX BO SHIP CONFIRM, will backorder all quantities. The backorder rules should be used when an order (delivery) was picked in error and you do not want it shipped in Oracle.


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RuleDefault: Order Number

DescriptionThis is the default Pick Sequence Rule for Shipping Execution

Effective Dates: From

05/31/02

Effective Dates: To

Release Priority Priority Ascending Descending

Order1 Y

Outstanding Invoice Value

Y


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Schedule DateY

Departure DateY

Shipment PriorityY


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Rules, Shipping Information Setup/OE: Define Pick Slip Grouping Rules

Order Entry>Setup>Shipping>Pick Slip Grouping Rules<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Grouping Rules to determine how released picking lines are grouped onto Pick Slips. Grouping Rules allow you to specify the criteria by which released picking lines are grouped. Select from the following criteria: order number, carrier, subinventory, shipment priority, customer, departure, ship to, and delivery. If you select Order Number, for example, all picking lines with the same order number are grouped on the same pick slip. If you pick Carrier and Customer, all picking lines with the same freight carrier and customer are grouped on a pick slip.

<Pick Slip Grouping Rules>Rule Name

Default Bulk Picking Rule

DescriptionDefault Bulk Picking Rule

Effective Dates: From10/27/04

Effective Dates: To

Group By: Order Number

Group By: Carrier

Subinventory

Departure

Customer

Delivery

Ship To


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Leave with seeded not required right now

Shipment Priority


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Rules, Shipping Information Setup/OE: Define Container Load Relationships

Order Entry>Setup>Shipping>Container Load Details<Customer Short Name> Process:






<Process Owner>Description: Use this form to define the relationship between Container items and Load items to specify which and how many items can be contained within other items. Container items are items that can contain other items. Load items are items that can be loaded into a container. Since a container item can be loaded into another container, a container item can also be a load item. For example, axles can be packed into a box and the box can be loaded onto a vehicle. The box serves as both a container item for the axles and a load item for the vehicle.

<Container Load Relationships>Container: Load:

Item Type Item UOM Maximum Quantity


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Skip not needed

Rules, Shipping Information Setup/OE: Define Shipping Parameters

Order Entry>Setup>Shipping>Shipping Parameters<Customer Short Name> Process:






<Process Owner>Description: Use this form to define the default Parameters used throughout a specific warehouse (organization).

Shipping Parameters (HQF)General

Weight UOM Class Weight

Volume UOM Class Volume



Pick Release






Default Stage Subinventory STAGE


Autocreate Deliveries Un-Checked

Auto Allocate Checked


Plan Tasks



Ship Confirm Rule

Auto-pack Options No



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Delivery



Customer Checked

Freight Terms

FOB Code Checked



Ship Method Checked

Autocreate Delivery Criteria Within an Order


Shipping Parameters (EDC)General

Weight UOM Class

Volume UOM Class



Pick Release

Release Sequence Rule

Pick Slip Grouping Rule




Default Stage Subinventory


Autocreate Deliveries

Auto Allocate


Plan Tasks



Ship Confirm Rule


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Auto-pack Options No



Delivery



Customer

Freight Terms

FOB Code



Ship Method

Autocreate Delivery Criteria Across Orders


<Shipping Parameters> (Warehouse)Parameter Value Parameter Value

General: Weight UOM Class General: Volume UOM Class

General: Percent Fill BasisWeight

Pick Release: Release Sequence Rule

Pick Release: Pick Slip Grouping Rule

Pick Release: Print Pick SlipAt the End

Pick Release: Default Pick Release Document Set

Departure Planning: Line Assignment Method

Departure Planning: Weight/Volume Calculation

Confirm Delivery/Departure: Default Delivery Document Set

Confirm Delivery/Departure: Default Departure Document Set

Confirm Delivery/Departure: Weight/Volume Calculation

Confirm Delivery/Departure: Container Inventory Control

Confirm Delivery/Departure: Enforce Packingin Containers


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Items and Pricing Setup/OE: Enable Parameters ???

Order Entry>Setup>Parameters<Customer Short Name> Process:






<Process Owner>Description: Use this form to Enable Parameters for pricing components, discount lines, note additions, and holds.

<Enable Parameters>

Enabled Source Name Description


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Enabled Source Name Description


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Parameter Value [ ]Allow Partial Reservation Apply credit hold on zero value order Audit Trail Enable when Order is

Booked

Call line DFF extension API in COPY Cascade Hold to Options of Non SMC PTO Model Configuration Effective Dates Credit Hold Sequence for Order Lines Credit Memo Transaction Type Credit Salesperson for Freight on Sales Customer Address Validation during Order Import Customer Relationships All Customers Customer Relationships (Service) Default Hint for Pricing and Availability Default Order Type Default value for Action - Copy Complete Configuration Enable Freight Ratings Enable Fulfillment Acceptance Enable Recurring Charges Enable Retrobilling Enable Ship Method Firm Demand Events GSA Violation Action Initiate Credit check at Cancellation Installment Options Inventory Item for Freight FREIGHT Invoice Freight as Revenue Yes Invoice Source Invoice Transaction Type Item Validation Organization XXX Master Organization


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Latest Acceptable Date Margin Calculation No Response From The Approver Non-Delivery Invoice Source OM : Auto Schedule Sets Overshipment Invoice Basis Promise Date Setup Requestor For Drop Ship Orders Created By External Users Reschedule with Request Date Change Reschedule with Ship Method Change Reservation Time Fence Retrobill Reason Code Schedule Line On Hold Show Discount Details on Invoice Transaction Date for Inventory Interface Non Ship Process


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Order Cycles Setup/OE: Define Cycle Actions

Order Entry>SetUp>Orders>Cycles>Actions<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Cycle Actions and action approvals.

<Cycle Actions>Name Description Level Approval Action


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skip

Order Cycles Setup/OE: Define Cycle Results

Order Entry>SetUp>Orders>Cycles>Results<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Cycle Action Results. Examples of possible results include Entered, Pass, Fail, Released, Partial, or Complete.

<Cycle Results>Name Description


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Order Cycles Setup/OE: Assign Action Results

Order Entry>SetUp>Orders>Cycles>ActionResults<Customer Short Name> Process:






<Process Owner>Description: Use this form to link Cycle Actions with their possible results.

<Cycle ActionsCycle Action

Description

Results:

Cycle Result Description Passing Result


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skip

Order Cycles Setup/OE: Define Order Cycles

Order Entry>SetUp>Orders>Cycles>Cycles<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Order Cycles. Order Cycles describe the processing, or routing, through which orders progress in

your company.

<Order Cycle>Use this region to describe and activate an Order Cycle. We recommend that you enter a description that identifies the steps in the Order Cycle.

Order Cycle

Description

Effective Dates (From):

Effective Dates (To):

Cycle Actions:

Action Description

Cycle Action Prerequisites:

Action Set Action Result


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Order Setup/OE: Define Payment Terms

Order Entry>Setup>Orders>Payment Terms<Customer Short Name> Process:






<Process Owner>Description: Use this form to define standard Payment Terms for your customers.

Name

Base Amount

Description

CutOff Day

Print Lead Days

Credit Check

Allow Discount On Partial Payments

First Installment

Discount Basis

Start Date

End Date


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leave what is seeded

Payment SchedulesUse this zone to define the Payment Schedules of the installments of your standard payment terms.

Sequence Relative AmountDue:Days Due: Date Due: Day of Month Due: Months Ahead

Discounts Use this zone to enter the Discounts that you want to assign to each payment schedule line of your payment terms.

Discount Percent

Discount Days Discount Date Discount Day of Month Discount Months Ahead


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Order Setup/OE: Define Transaction Types for AR

Receivables>Setup>Transactions>Transaction Types<Customer Short Name> Process:






<Process Owner>Description: Use this form to define your debit memo, credit memo, on-account credit, chargeback, deposit, guarantee, and invoice Transaction Types.

Name

Description

Class

Open Receivable

Post To GL

Terms

Printing Option

Transaction Status

Allow Freight

Tax Calculation

Creation Sign

Natural Application Only

Application Rule Set

Allow Overapplication

Receivable Account


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AR will do

Freight Account

Revenue Account

Clearing Account

Unbilled Account

Unearned Account

Tax Account

Invoice Type

Credit Memo Type

Start Date

End Date


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Customer Setup/OE: Define Credit Checking

Order Entry>Setup>Rules>Credit<Customer Short Name> Process:






<Process Owner>Description: Use this form to define your Credit Checking Rules according to your business needs.

<Credit Check Rules>Rule

Effective Dates From:

Effective Dates To:

Total Credit Exposure:

Include Open Receivables Balances

Open Receivables Days

Include Uninvoiced Orders

Scheduled Shipping Horizon Days

Include Orders Currently On Hold

Include Tax

Include Payments at Risk


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AR setup don’t do

Order Cycles Setup/OE: Define Order Types

Order Entry>Setup>Orders>Types<Customer Short Name> Process:






<Process Owner>Description: Use this form to define order types. Order Types are required for entering orders and returns because they specify processing rules and order entry defaults.

<Order Types>

Operating Unit: XXX US (EBTEST 6/30/08)

Transaction Type

C-US B-US K-US F-US I-US O-US

Description CATALOG – US BRIDAL – USKITCHEN – US

FUND RAISER – US

INDIVIDUAL – US

Individual Web/Bridal Registry -– US

Order Category

Order Order Order Order Order Order

Sales Document Type

Sales Order Sales Order Sales Order Sales Order Sales Order Sales Order

Transaction Type Code

ORDER ORDER ORDER ORDER ORDER ORDER

Fulfillment Flow

Order Flow - Generic XXXXX






Effective Dates

01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000

Additional Order Type Information (DFF)XXX SHOW TYPE

C B K F I O

XXX_COM_ORDER

YES YES YES YES YES YES

XXX_MIN_CONS _STATUSXXX ORDER AMT LIMITXXX NONCOM SHP/SOLD


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js36960, 06/08/12,

This list is not validated as there are 260 txn types . This will be update during the conversion instance preparation. CRP2 instance order types will be used to create new instance.

TO

Main TAB -– Document

Default Order Line Type

STANDARD-US STANDARD-US

STANDARD-US

STANDARD-US STANDARD-US STANDARD-US

Main TAB -– Pricing

Price List US SHOW US SHOW US SHOW US SHOWUS SPECIALS - INDIVIDUAL ORDERS

US SPECIALS - O ORDER TYPE

Main TAB – Credit Checking Rule

Ordering

OCM Default Credit Check RuleXXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

Shipping TAB

Warehouse XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

Shipping Method

GND GND GND GND GND GND

Shipping Priority

STANDARD STANDARD STANDARD STANDARD STANDARD STANDARD

Freights Terms

Prepaid Prepaid Prepaid Prepaid Prepaid Prepaid

Finance TAB – Rule

Invoicing Rule

Advance Invoice

Finance TAB – Source

Invoice Source / Non Delivery Invoice Source

XXX Order Management

Finance TAB – Credit Method For

Receivables Transaction Type

INV-C-US INV-B-US INV-K-US INV-F-US INV-IM-US INV-IW-US

Operating Unit: XXX US (EBTEST 6/30/08)

Transaction Type

R-US V-US Z-US S-US E-US X-US

DescriptionBridal Registry Web - US

CERTIFICATE - US

REPLACEMENT - US SUPPLY - US

ENHANCEMENT - US BOOSTER - US


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Order Category

Order Order Order Order Order Order

Sales Document Type



ORDER ORDER ORDER ORDER ORDER ORDER

Fulfillment Flow


XXXXX Order Flow - Generic Non Comm





Effective Dates

01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000

Additional Order Type Information (DFF)XXX SHOW TYPE

R V Z S E X

XXX_COM_ORDER

Yes No No No No No

XXX_MIN_CONS _STATUSXXX ORDER AMT LIMIT

500.00

XXX NONCOM SHP/SOLD TO

CON CON CON

Main TAB -– Document


STANDARD-US

STANDARD-US

SHIPPING-US SHIPPING-US SHIPPING-US SHIPPING-US

Main TAB – Pricing

Price List US SHOW US SHOWUS REPLACEMENTS PARTS

US SUPPLY ORDER US SHOW US BOOSTER


Ordering XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

Shipping TAB


XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

Shipping Method

GND GND GND GND GND GND

Shipping Priority


Freights Terms

Prepaid Prepaid Prepaid Prepaid Prepaid Prepaid


Invoicing Rule Advance Invoice



9





INV-R-US INV-V-US INV-AZ-US INV-ST-US INV-EHP-US INV-GX-US

Operating Unit: XXX US

Transaction Type

G-US H-US T-US P-US A-US CERT-US

Description G Order - US SAMPLE - US T ORDER - US

PERSONAL - US COMPANY STORE - US

USED FOR GIFT CERTIFICATE

Order Category Order Order Order Order Order Order

Sales Document Type



ORDER ORDER ORDER ORDER ORDER LINE

Fulfillment Flow



Order Flow - Generic



Effective Dates 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000Additional Order Type Information (DFF)XXX SHOW TYPE

G H T P A

XXX_COM_ORDER

No No No No No No

XXX_MIN_CONS _STATUSXXX ORDER AMT LIMITXXX NONCOM SHP/SOLD TO

CON CON CON CON

Main TAB – Document


SHIPPING-US SHIPPING-US

SHIPPING-US SHIPPING-US SHIPPING-US


Price List US G SHOW TYPE

US SAMPLE ORDERS

US SPECIALS - PERSONAL ORDERS

US COMPANY STORE US SHOW


Ordering XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK

XXX CREDIT CHECK


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Shipping TAB


XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

Shipping Method

GND GND GND GND GND MAIL

Shipping Priority


Freights Terms Prepaid Prepaid Prepaid Prepaid PrepaidFulfillment Set Yes


Invoicing Rule Advance Invoice






INV-GX-US INV-EHP-US INV-ST-US INV-EHP-US INV-AZ-US


Transaction Type

OS-RE-TURN-US US-RMA LSLC-US OS-LINE-US RMASHP-

US US-RETURN

Description OVERSHIPMENT RETURN

US ADJUSTMENT ORDER

LOST SHIPMENT/ CARTON

OVERSHIPMENT

RMA SHIPPING LINE

RETURN AND CREDIT

Order Category Return Mixed Order Order Order Return

Sales Document Type


Transaction Type Code LINE ORDER LINE LINE LINE LINE

Fulfillment Flow

Order Flow - Generic RMA XXXXX

Effective Dates 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-

200001-JAN-2000

Additional Order Type Information (DFF)XXX SHOW TYPEXXX_COM_ORDER

No No No No No No

XXX_MIN_CONS _STATUS


9

XXX ORDER AMT LIMITXXX NONCOM SHP/SOLD TO


Default Return Line Type

US-RETURN


RMASHP-US


Price List US SHOW US SHOW LSLC-US US SHOW US SHOW US SHOW


Ordering

Packing XXX CREDIT CHECK

Shipping TAB


XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

XXX HQF Inventory

Shipping Method GND GND GND GND GND GND

Shipping Priority STANDARD STANDARD STANDARD STANDARD STANDARD STANDARD

Freights Terms Prepaid Prepaid Prepaid Prepaid Prepaid Prepaid

Fulfillment Set Yes


Invoicing Rule

Advance Invoice

Advance Invoice

Advance Invoice

Advance Invoice

Advance Invoice

Advance Invoice



XXX OM CREDIT MEMO





XXX OM CREDIT MEMO



INV-ADJ-US INV-ADJ-US INV-ADJ-US INV-ADJ-US INV-ADJ-US INV-ADJ-US

Tax Event ENTERING


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Transaction Type SHIPPING-US US-CR STANDARD-US FREIGHT-US

DescriptionUSED FOR NON SHOW ORDERS CREDIT ONLY -

NO RETURNSTANDARD SHIPPING LINE

USED FOR CAPTURING FRIEGHT TAX

Order Category Order Return Order OrderSales Document Type Sales Order Sales Order Sales Order Sales Order

Transaction Type Code Line LINE LINE LINE

Effective Dates 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000Additional Order Type Information (DFF)XXX SHOW TYPEXXX_COM_ORDER

No No No No

XXX_MIN_CONS _STATUSXXX ORDER AMT LIMITXXX NONCOM SHP/SOLD TO


Default Return Line TypeDefault Order Line Type


Price List US SHOW US SHOW FREIGHT-US


OrderingPackingPicking/Purchase ReleaseShipping

Shipping TAB


XXX HQF Inventory

XXX HQF Inventory

Shipping Method GND GND GND

Shipping Priority STANDARD STANDARD STANDARDFreights Terms Prepaid Prepaid Prepaid


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Invoicing Rule Advance Invoice Advance Invoice Advance Invoice


Invoice Source / Non Delivery invoice Source

XXX OM CREDIT MEMO

XXX OM CREDIT MEMO




INV-ADJ-US

Assign Line WorkFlow

Order types must be assigned line workflows. The workflow assignments below are from the US order types. CA, DE and UK should look the same.

Assign Line Workflow

Order Type C B K F I O R V Z S E X

CERT-USLine Flow - Generic, Bill Only

Y Y Y Y Y Y

STANDARD-USXXXXX Line Flow - Generic with Wait to Fulfill

Y Y Y Y Y Y Y Y

FREIGHT-USLine Flow – Generic, Bill Only

Y Y Y Y Y Y Y Y Y Y Y Y

SHIPPING-USXXXXX Line Flow - Generic with Wait to Fulfill

Y Y Y Y

Assign Line Workflow

Order Type G H T P A RMACERT-USLine Flow - Generic, Bill Only Y

SHIPPING-USXXXXX Line Flow - Generic with Wait to Fulfill - Kit Request

Y


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Since we do not have the custom workflows just use generic match

SHIPPING-USXXXXX Line Flow - Generic with Wait to Fulfill

Y Y Y Y

FRIEGHT-USLine Flow - Generic, Bill Only

Y Y Y Y Y

OS-LINE-USXXX Line Flow - Generic, Bill Only with wait to fulfill

Y

US-CRXXX Line Flow - Return for Credit Only with wait for fulfillment

Y

US-RETURNLine Flow - Return for Credit with Receipt

Y

RMASHP-USLine Flow - Generic with Wait to Fulfill RMASHP XXXXX

Y

LSLC-USLine Flow - Generic with Wait to Fulfill

Y

OS-RE-TURN-USLine Flow - Return for Credit with Receipt

Y

Transaction Type – Descriptive Flexfield Values

The following is the values loaded into the transaction types DFF. The flexfield at the present time has the following segments defined.

XXX SHOW TYPE XXX_COM_ORDERXXX_MIN_CONS_STATUSXXX ORDER AMT LIMITXXX NONCOM SHP/SOLD TO


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Rules, Shipping Information Setup/OE: Define Release Rules

Order Entry>Setup>Shipping>Release Rules<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Shipping Release Rules. The Release Rules window defines and saves picking criteria that can be used when running Pick Release. Once you have created a Release Rule, you can select the rule from the Based On Rule list on the Release Sales Orders For Picking window to automatically populate the fields on the window with the predefined picking criteria.

<Release Rules>Rule

Effective: From

Effective: To

Release Criteria

Orders

Autocreate Deliveries

Prior Reservations Only

Shipment Priority

Subinventory

Carrier

Scheduled Ship Dates: From

Scheduled Ship Dates: To


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Skip warehouse will do

Requested Dates: From

Requested Dates: To

Order Type

Order Number

Ship Set

Item

Customer

Ship To

Include Planned Lines

Release Sequence Rule

Allow Partial Release

Pick Slip Grouping Rule


9

Customer Setup/OE: Define Territories

Order Entry>Setup>Sales>Territories<Customer Short Name> Process:






<Process Owner>

Territories ZoneName Description Flexfield Active Effective Date Start Effective Date End


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Customer Setup/OE: Define Sales Credit Types

Order Entry>Setup>Sales>Credit Types<Customer Short Name> Process:






<Process Owner>Description: Use this form to define Sales Credit types. Oracle Order Entry uses Sales Credit Types to determine if the sales credit for an order is a quota or a non-quota amount.

<Sales Credit Types>Credit Type Description Quota Enabled

Yes

Yes


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use seeded values

Customer Setup/OE: Define Salesperson/Sales Agent

Order Entry>Setup>Sales>Salespersons<Customer Short Name> Process:






<Process Owner>Description: Use this form to define multiple Salespersons to which you can assign sales credit when entering orders and invoices. If AutoAccounting depends on salesperson, Receivables uses the general ledger accounts that you enter here in combination with your AutoAccounting rules to determine the default revenue, freight, and receivable accounts for your invoices.

Name

Number

Active

Start Date

End Date

Sales Credit Type

Revenue Account

Freight Account

Receivables Account

Territory Flexfield Start Date End Date


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will be done by MDM

Customer Setup/OE: Define Customers

Order Entry>Customers>Standard<Customer Short Name> Process:






<Process Owner>Description: Use this form to define customer data.

<Customers>Customer Name

(Customer) Number

Alternate Name

Taxpayer ID

Tax Registration Number

Active

ClassificationUse

Reference

Profile Class

Type

Class

Category

Tax Code


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skip

SIC Code

Tax Rounding

Tax Calculation

GSA

Ship Partial

Salesperson

Carrier

FOB

Order Type

Price List

Freight Term

Warehouse

Sales Channel


9

MarketingNumber of Employees

Year Established

End Month

Analysis Year

Revenue: Current Year

Revenue: Next Year

Sales Partner

Use as Reference

Competitor

Mission Statement

Addresses<Customer Addresses>

Country

EDI Location

Address

Alternate Name

City

State

Postal Code

Province


9

County

Reference

Language

Active

Category

TelephonesArea Code Telephone Number Extension Type Primary Active


9

Contacts: TelephonesContact Name:

Last First Title Job Mail Stop Reference Active

Contact Telephones:

Area Code Telephone Number Extension Type Primary Active

Contacts: RolesContacts Name:

Last First Title Job Mail Stop Reference Active

Contact Roles:

Description Primary


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9

Bank AccountsAccount Name Account Number Curr Primary Effective Dates:

FromEffective Dates:To

Payment MethodsPayment Method Name Primary Effective Dates:



9

Profile: TransactionProfile Class

Credit:

Collector

Account Status

Credit Rating

Tolerance

Collectable %

Risk Code

Credit Check

Credit Hold

Terms:

Payment Terms

Override Terms

Allow Discount

Discount Grace Days

Receipt Grace Days

Receipts:

Clearing Days

AutoCash Rule Set

AutoReceipts Include Disputed Items


9

Profile: Document PrintingStatements:

Send Statement

Send Credit Balance

Cycle

Dunning:

Letter Set

Consolidated Billing Invoice:

Send

Format

Finance Charges:

Charge Interest

Compound Interest

Days in Period

Invoicing:

Tax Printing

Grouping Rule


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Profile: AmountsCurrency Rates and Limits:

Currency (Value)

Finance Charges Interest Rate

Max Interest Per Invoice

Min Customer Balance for Finance Charges

Min Invoice Balance for Finance Charges

Min Receipt Amount

Min Statement Amount

Min Dunning Amount

Min Dunning Invoice Amount

Order Credit Limit

Credit Limit

RelationshipsName Number Active Reciprocal Type Comment


9

Customer Setup/OE: Define Customer Agreements

Order Entry>Customers>Agreements<Customer Short Name> Process:






<Process Owner>Description: Use this form to define your Customer Agreements, and to assign pricing, accounting, invoicing, and payment terms to your Agreements.

<Agreement Information>Agreement Information:

Agreement Name

Number

Customer

Agreement Type

Contact

Effective Dates (From):

Effective Dates (To):

Purchase Order

Sales Person

Signature Date

Payment Information:

Payment Terms

Price List


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skip

Invoice To

Address

Invoice Contact

Rules:

Accounting

Invoicing

Allow Override: Accounting Rule

Allow Override: Invoicing Rule


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Order Setup/OE: Define Demand Class QuickCodes

Receivables>Setup>System>QuickCodes>Demand Classes<Customer Short Name> Process:






<Process Owner>Description: Use this form to maintain existing and to define additional QuickCodes for your shared QuickCode types.

Type

Application

Description

Access Level

Code Meaning Description Start Date End Date Enabled


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Order Setup/OE: Define AR QuickCodes

Order Entry>Setup>QuickCodes>Receivables<Customer Short Name> Process:






<Process Owner>Description: Use this form to maintain Oracle Receivables QuickCodes.

The following is one example of the Receivables Quick Codes which are queriable in the Receivables QuickCode window. You can cut and paste additional sections for those codes you wish to add values for.

Type

User Maintainable

Description

Name Meaning Description Start Date End Date Enabled User Maintainable


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Order Setup/OE: Define Discounts

Order Entry>Pricing>Discounts<Customer Short Name> Process:






<Process Owner>

Attention: This is done in the setup step called Pricing Discounts.


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Order Setup/OE: Define Holds

Order Entry>Setup>Orders>Holds<Customer Short Name> Process:






<Process Owner>Description: Use this form to define a Hold. You can then use the Apply Holds form to apply holds to orders.

<Holds>The following are the current holds that have been setup in EBDEV. Some of the holds are seeded by Oracle and will not be displayed here. Additional holds need to be setup based on the processing rules defined by XXX.

Additional Hold Information has been added to the holds for programming needs and Service Request creation and routing. There are 4 segments defined. The first segment is called XXX HOLD ID, this is used by the custom program to find the proper hold to apply based on the rules violation it encountered during order import/validation. The second and 3rd segment is used to define the SR group that should be sent the SR based on the hold. The 4th segment is the priority ranking of the hold. The lower the number the greater the priority, so if more than one hold is applied, the priority will determine the routing. A spreadsheet has been created by XXX documenting the holds and their associated DFF settings.

The only DFF documented here will be the 1st, XXX HOLD ID, since this is linked to the custom program for order validation.


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Name PAST HOST ID MISSING XXX Hold

Description PAST HOST ID MISSING Hold Included Items

Type HOST ERROR Apply to Order And Line

Workflow Item System

Workflow Activity

Hold Descriptive Flexfield Values

XXX_HOLD_ID 1

US SR GROUP Clerical

INTERNATIONAL SR GROUP Int'l Support Services

SR PRIORITY 500


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Name HP ITEMS NOT ALLOWED XXX Hold

Description HP ITEMS ARE NOT ALLOWED FOR THIS SHOW TYPE Hold Included Items



Workflow Activity


XXX_HOLD_ID 2


INTERNATIONAL SR GROUP Clerical

SR PRIORITY 300


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Name HP ITEMS EXCEED LIMIT XXX Hold

Description Number of HP items exceeds allowed Hold Included Items



Workflow Activity


XXX_HOLD_ID 3

US SR GROUP Customer Solutions


SR PRIORITY 500


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Name SHOW DATE ERROR XXX Hold

Description Show Date can not be greater than Received Date Hold Included Items

Type CONSULTANT ERROR Apply to Order And Line


Workflow Activity


XXX_HOLD_ID 7



SR PRIORITY 700


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Name MHS SHOW TYPE ERROR 1 XXX Hold

DescriptionYour order type does not qualify to receive Monthly Host SpecialsMHS is not allowed for this show type

Hold Included Items



Workflow Activity


XXX_HOLD_ID 5



SR PRIORITY 500


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Name MHS SOLD TO ERROR 1 XXX Hold

Description MHS found on guest line Hold Included Items



Workflow Activity


XXX_HOLD_ID 6



SR PRIORITY 500


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Name MHS SOLD TO ERROR 2 XXX Hold

Description MHS found on undefined line Hold Included Items



Workflow Activity


XXX_HOLD_ID 7



SR PRIORITY 500


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Description

Your order type does not qualify to receive Monthly Host SpecialsMHS not allowed for Co-Host. Show type must be K, B,

Hold Included Items



Workflow Activity

Effective Dates - DFF: XXX_HOLD_ID 8


XXX_HOLD_ID 8



SR PRIORITY 500


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Description

Your order type does not qualify to receive Monthly Host SpecialsMHS not allowed for Past Host. Show type must be K, B, C or F

Hold Included Items



Workflow Activity


XXX_HOLD_ID 9



SR PRIORITY 500


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Name MHS EXCEEDS LIMIT -– 1 XXX Hold

Description

Your order exceeded the amount of items eligible for the Monthly Host SpecialConsultant is allowed only 1 MHS item for a show

Hold Included Items



Workflow Activity


XXX_HOLD_ID 10



SR PRIORITY 500


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Name MHS EXCEEDS LIMIT - 2 XXX Hold

DescriptionHost is allowed only 1 MHS item for a showHost is allowed only 1 MHS item for a show

Hold Included Items



Workflow Activity


XXX_HOLD_ID 11



SR PRIORITY 500


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DescriptionCo-Host is allowed only 1 MHS item for a showCo-Host is allowed only 1 MHS item for a show

Hold Included Items



Workflow Activity



XXX_HOLD_ID 12



SR PRIORITY 500


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DescriptionPast Host is allowed only 1 MHS item for a showPast Host is allowed only 1 MHS item for a show

Hold Included Items



Workflow Activity


XXX_HOLD_ID 13



SR PRIORITY 500


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Name MHS EXCEEDS ORDER LIMIT - R TYPE XXX Hold

Description Only 1 MHS item total is allowed for an R show Hold Included Items



Workflow Activity


XXX_HOLD_ID 14



SR PRIORITY 500


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Name MHS EXCEEDS ORDER LIMIT XXX Hold

Description Only 2 MHS items total are allowed for this show type Hold Included Items



Workflow Activity


XXX_HOLD_ID 15



SR PRIORITY 500


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Name CHECK HOLD XXX Hold

Description WAITING FOR CHECK FROM CUSTOMER Hold Included Items

Type XXX CUSTOM Apply to Order And Line


Workflow Activity


XXX_HOLD_ID 16

US SR GROUP

INTERNATIONAL SR GROUP

SR PRIORITY


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Name INVALID ITEM XXX Hold

Description Your order contains an item that is not availableInvalid Item Hold at Order Line Hold Included Items

Type ITEM ERROR Apply to Order And Line


Workflow Activity


XXX_HOLD_ID 17



SR PRIORITY 500


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Name RETURN HOLD XXX Hold

Description Waiting for Item Return Hold Included Items



Workflow Activity

This hold is applied to RMA orders only.


XXX_HOLD_ID 18

US SR GROUP


SR PRIORITY


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Name WARRANTY HOLD XXX Hold

Description Item warranty has expired Hold Included Items



Workflow Activity


XXX_HOLD_ID 19

US SR GROUP


SR PRIORITY


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Name BANK ACCOUNT XXX Hold

Description Bank Account not setup for Customer Hold Included Items

Type ORDER ERROR Apply to Order And Line


Workflow Activity


XXX_HOLD_ID 20



SR PRIORITY 300


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Name NOT VALID MHS ITEM XXX Hold

Description This item is not a valid MHS Hold Included Items

Type ITEM ERRORXXX CUSTOM Apply to Order And Line


Workflow Activity



XXX_HOLD_ID 30



SR PRIORITY 500


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Name ITEM IS ONLY MHS XXX Hold

DescriptionYour order contains an item that is only available to your Current or Past HostThis item can only be used for MHS

Hold Included Items



Workflow Activity


XXX_HOLD_ID 22



SR PRIORITY 500


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Name INVALID HPC ITEM XXX Hold

Description Your order contains an item that is not a Half-Price Combo optionThis item is not a valid HPC. Hold Included Items



Workflow Activity


XXX_HOLD_ID 23



SR PRIORITY 500


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Name HPC ITEM ONLY XXX Hold

DescriptionYour order has an item that is only eligible for a Host at 1/2 priceThis item can only be used for HPC

Hold Included Items



Workflow Activity


XXX_HOLD_ID 24



SR PRIORITY 500


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Name INVALID KIT CREDIT ITEM XXX Hold

DescriptionYou used a Kit Credit as payment and this is not available for this purchaseThis item is not a valid Kit Credit item

Hold Included Items



Workflow Activity



XXX_HOLD_ID 25



SR PRIORITY 500


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Name KIT CREDIT ITEM ONLY XXX Hold

Description Your order contains an item that is only available using a Kit CreditThis item can only be used as a Kit Credit. Hold Included Items



Workflow Activity


XXX_HOLD_ID 26



SR PRIORITY 500


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Name INVALID SOLD-TO ON R ORDER XXX Hold

DescriptionSOLD-TO CAN ONLY BE H ON R ORDER TYPE.SOLD-TO CAN ONLY BE H ON R ORDER TYPE.

Hold Included Items



Workflow Activity


XXX_HOLD_ID 27



SR PRIORITY 500


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Name GIFT CERT DISCOUNT NOT ALLOWED XXX Hold

Description

Your order type does not allow a discount on gift certificate purchasesGIFT CERTIFICATE ITEM - NO DISCOUNTING ALLOWED

Hold Included Items



Workflow Activity


XXX_HOLD_ID 28



SR PRIORITY 500


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Name ONLY HOST CAN ORDER HP/HPC XXX Hold

Description

Your order contains a purchase only available to a Host or Co-HostONLY HOST CAN USE HP/HPC ITEMS ON C or R SHOWS.

Hold Included Items

Type ITEM ERRORXXX CUSTOM Apply to Order And Line


Workflow Activity


XXX_HOLD_ID 30



SR PRIORITY 500


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Name HP/HPC VALID FOR H, C AND CONS XXX Hold

Description

Your order has exceeded the amount earned on half-price items purchasedHP/HPC ONLY VALID FOR HOST, CO-HOST OR CONSULTANT.

Hold Included Items



Workflow Activity


XXX_HOLD_ID 30



SR PRIORITY 500


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NameONLY HOST/CO-HOST CAN USE KCONLY HOST/CO-HOST CAN USE KC

XXX Hold

Description

Your order contains a purchase only available to a Host or Co-HostONLY HOST/CO-HOST CAN USE KIT CREDITS

Hold Included Items



Workflow Activity


XXX_HOLD_ID 31



SR PRIORITY 500


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Name KIT AMT EXCEEDS AVAIL FPV/PTS XXX Hold

Description KIT CREDIT AMOUNT EXCEEDS AVAILABLE FPV Hold Included Items



Workflow Activity


XXX_HOLD_ID 32



SR PRIORITY 500


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Name CONSULTANT AND HOST LINES XXX Hold

Description Both Consultant and Host lines found in show Hold Included Items



Workflow Activity


XXX_HOLD_ID 33



SR PRIORITY 500


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Name 10 DAY HOLD - INSF FUNDS10 DAY HOLD – INSF FUNDS XXX Hold

DescriptionTen day hold applied due to insufficient fundsTen day hold applied due to insufficient funds

Hold Included Items

Type NSF HOLD Apply to Order And Line

Workflow Item OM Order Header System

Workflow Activity Close Order


XXX_HOLD_ID 34

US SR GROUP FSRM

INTERNATIONAL SR GROUP FSRM

SR PRIORITY 300


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Name LIMIT EXCEEDED XXX DEBIT CARD XXX Hold

Description Payment amount exceeds XXX Debit Card Limit Hold Included Items

Type VERIFY FUNDS Apply to Order And Line




XXX_HOLD_ID 35

US SR GROUP FSRM

INTERNATIONAL SR GROUP FSRM

SR PRIORITY 300


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Name CO-HOST NOT ALLOWED ON C OR F XXX Hold

Description

Your order has a Co-host listed and is ineligible for benefits on this type of orderCo-host is not allowed on C or F show orders

Hold Included Items



Workflow Activity


XXX_HOLD_ID 36



SR PRIORITY 500


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Name GUEST SALES BELOW MINIMUM XXX Hold

Description Guest Sales do not meet minimum amount for show. Hold Included Items

Type GUEST ERROR Apply to Order And Line


Workflow Activity


XXX_HOLD_ID 37



SR PRIORITY 500


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Name GUEST SALES/NUMBER BELOW MIN XXX Hold

DescriptionGuest Sales/Number of Guests do not meet minimum amounts for show. UK Only

Hold Included Items



Workflow Activity


XXX_HOLD_ID 38

US SR GROUP


SR PRIORITY 500


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Name ITEM NOT IN PRICE LIST XXX Hold

Description ITEM NOT IN PRICE LIST Hold Included Items



Workflow Activity


XXX_HOLD_ID 39



SR PRIORITY 500


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Name LINE QTY EXCEEDS LIMIT XXX Hold

Description Line Qty exceeds limit of Hold Included Items



Workflow Activity


XXX_HOLD_ID 40

US SR GROUP Consultant Career Solutions

INTERNATIONAL SR GROUP Consultant Career Solutions

SR PRIORITY 400


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Name LINE AMOUNT EXCEEDS LIMIT XXX Hold

Description LINE AMOUNT EXCEEDS LIMIT Hold Included Items





XXX_HOLD_ID 41



SR PRIORITY 300


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Name DUPLICATE ORDER XXX Hold

Description DUPLICATE ORDER Hold Included Items



Workflow Activity


XXX_HOLD_ID 42



SR PRIORITY 500


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Name ORDER ERRORS XXX Hold

Description

ORDER HAS ERRORS AT THE LINE LEVEL THAT MUST BE RESOLVEDORDER HAS ERRORS AT THE LINE LEVEL THAT MUST BE RESOLVED

Hold Included Items



Workflow Activity


XXX_HOLD_ID 43



SR PRIORITY 500


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Name CODE E INVALID PAYMENT METHOD XXX Hold

Description CODE E - INVALID PAYMENT METHOD Hold Included Items

Type PAYMENT ERROR Apply to Order And Line


Workflow Activity


XXX_HOLD_ID 44



SR PRIORITY 500


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Name NO SALES TAX COLLECTED XXX Hold

Description Sales Tax was not collected by consultant Hold Included Items

Type TAX ERROR Apply to Order And Line


Workflow Activity


XXX_HOLD_ID 45

US SR GROUP


SR PRIORITY


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Name ORDER OUT OF BALANCE XXX Hold

DescriptionOrder is out of balance by more than the allowed limit for a auto Com. Adjustment

Hold Included Items



Workflow Activity


XXX_HOLD_ID 46



SR PRIORITY 500


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Name DISCOUNT NOT VALID WITH POINTS XXX Hold

Description Line hold - Discount not valid for points item Hold Included Items



Workflow Activity


XXX_HOLD_ID 47

US SR GROUP


SR PRIORITY 500


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Name ONLY HOST CAN USE POINTS XXX Hold

DescriptionLine hold - Only hosts can use points discountLine hold - Only hosts can use points discount

Hold Included Items



Workflow Activity


XXX_HOLD_ID 48

US SR GROUP


SR PRIORITY 500


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Name CO-HST CAN'T USE PTS ON C SHOW XXX Hold

Description Line hold - Co-host can not use points for C show Hold Included Items



Workflow Activity


XXX_HOLD_ID 49

US SR GROUP


SR PRIORITY 500


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Name HOST PTS ITEMS EXCEED LIMIT XXX Hold

Description Host point items exceed show limit Hold Included Items



Workflow Activity


XXX_HOLD_ID 50



SR PRIORITY 500


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Name CO-HOST PTS EXCEED SHOW LIMIT XXX Hold

Description Co-host point items exceed show limit Hold Included Items



Workflow Activity


XXX_HOLD_ID 51

US SR GROUP


SR PRIORITY 500


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Name POINTS ONLY PURCHASE ITEM XXX Hold

Description Points Only purchase item Hold Included Items



Workflow Activity



XXX_HOLD_ID 52

US SR GROUP


SR PRIORITY 500


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Name UNUSED POINTS HOLD XXX Hold

Description UNUSED POINTS HOLD FOR UK AND GERMANY ORDERS Hold Included Items





XXX_HOLD_ID 53

US SR GROUP


SR PRIORITY 500


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Name Booster Date Not Within Limit XXX Hold

Description Booster Order Date is beyond 90 days Hold Included Items



Workflow Activity


XXX_HOLD_ID 54



SR PRIORITY 500


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Name E ORDER EXCEEDS AMOUNT LIMIT XXX Hold

DescriptionMORE THAN ONE ORDER FOUND FOR SHOW NUMBERE ORDER EXCEEDS 500.00 LIMIT

Hold Included Items



Workflow Activity


XXX_HOLD_ID 55



SR PRIORITY 500


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Name ENHANCEMENT MONTH INVALID XXX Hold

Description

E ORDER CAN NOT BE PLACED IN CURRENT MONTHE ORDER CAN NOT BE PLACED IN CURRENT MONTH

Hold Included Items



Workflow Activity


XXX_HOLD_ID 56



SR PRIORITY 500


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NameCONS STATUS ERROR E ORDERCONS STATUS ERROR ORDER

XXX Hold

Description E ORDER TYPE - CONSULTANT STATUS NOT VALID Hold Included Items



Workflow Activity


XXX_HOLD_ID 57



SR PRIORITY 500


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Name ITEM EXCEEDS LIFETIME MAX QTY XXX Hold

Description ITEM EXCEEDS LIFETIME MAX QTY Hold Included Items



Workflow Activity


XXX_HOLD_ID 58



SR PRIORITY 500


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Name ITEM EXCEEDS LIFETIME MAX QTY XXX Hold

Description ITEM EXCEEDS LIFETIME MAX QTY Hold Included Items



Workflow Activity


XXX_HOLD_ID 59



SR PRIORITY 500


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Name ITEM EXCEEDS ORDER MAX QTY XXX Hold

Description ITEM EXCEEDS ORDER MAX QTY Hold Included Items



Workflow Activity



XXX_HOLD_ID 60



SR PRIORITY 500


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Name CON STATUS NOT VALID FOR ITEMCON STATUS NOT VALID XXX Hold

DescriptionYour Consultant status indicates you are not eligible for this purchaseCON STATUS NOT VALID

Hold Included Items



Workflow Activity


XXX_HOLD_ID 61



SR PRIORITY 500


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Name CON LEVEL NOT VALID FOR ITEM XXX Hold

Description

Your order has an item purchased that is not available at your current levelCON LEVEL NOT VALID FOR ITEM

Hold Included Items



Workflow Activity


XXX_HOLD_ID 62



SR PRIORITY 500


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Name COMBO KIT CAN NOT BE ORDERED XXX Hold

DescriptionYour order has an item that is only eligible for your HostsCOMBO KIT ITEM CAN NOT BE ORDERED

Hold Included Items



Workflow Activity


XXX_HOLD_ID 63



SR PRIORITY 500


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Name CERT LINE ERROR XXX Hold

Description

CERT LINE TYPE CAN ONLY BE USED FOR GIFT CERTIFICATE ITEMCERT LINE TYPE CAN ONLY BE USED FOR GIFT CERTIFICATE ITEM

Hold Included Items



Workflow Activity



XXX_HOLD_ID 64



SR PRIORITY 500


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NameQTY EXCEEDS MAX ALLOWED E ORDQTY EXCEEDS MAX ALLOWED ON E ORD

XXX Hold

Description

Your order exceeded the amount of items eligible on this order typeQUANTITY EXCEEDS MAX ALLOWED - E ORDER TYPE

Hold Included Items



Workflow Activity



XXX_HOLD_ID 65



SR PRIORITY 500


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Name INSUFFICIENT PC DOLLAR BALANCE XXX Hold

Description INSUFFICIENT PC DOLLAR BALANCE Hold Included Items



Workflow Activity


XXX_HOLD_ID 66



SR PRIORITY 500


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Name ORDER RECALL HOLD XXX Hold

Description

PLACE RELEASED ORDER ON HOLD TO MAKE CHANGESPLACE RELEASED ORDER ON HOLD TO MAKE CHANGES

Hold Included Items



Workflow Activity

This hold is called when an order needs to be changed, after the release to P-800 shipping program. If changes are allowed a recall hold is applied to the order and changes can be made, after the changes are made, the hold must be manually released. After it is released, the shipping interface program will pick up the order and interface it back to the P-800 shipping program.


XXX_HOLD_ID 67

US SR GROUP


SR PRIORITY


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Name CHARTER GIFT ERROR XXX Hold

Description CHARTER GIFT ERROR Hold Included Items



Workflow Activity


XXX_HOLD_ID 68



SR PRIORITY 500


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Name GUEST SALES BELOW MIN XXX Hold

Description GUEST SALES BELOW MIN LEVEL Hold Included Items



Workflow Activity


XXX_HOLD_ID 70



SR PRIORITY 999


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Name GS NOT ALLOWED XXX Hold

Description GUEST SPECIAL NOT ALLOWED Hold Included Items



Workflow Activity


XXX_HOLD_ID 71



SR PRIORITY 999


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Name GS QTY EXCEEDED XXX Hold

Description

Your order exceeds the amount of guest specials allowed on this orderGUEST SPECIAL QTY EXCEEDED

Hold Included Items



Workflow Activity


XXX_HOLD_ID 72



SR PRIORITY 999


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Name TOTAL G SALES BELOW GS LIMITS XXX Hold

Description

Your order reflects Guest sales that would not qualify for certain benefitsTOTAL GUEST SALES BELOW GUEST SPECIAL LIMITS

Hold Included Items



Workflow Activity


XXX_HOLD_ID 73



SR PRIORITY 999


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Name MIN PAYING GUESTS BELOW LIMIT XXX Hold

DescriptionMIN PAYING GUESTS BELOW LIMITMINIMUM NUMBER OF PAYING GUESTS BELOW HOST BONUS LIMIT

Hold Included Items



Workflow Activity


XXX_HOLD_ID 74



SR PRIORITY 999


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Order Setup/OE: Define Hold AuthorizationsDescription: This is a part of the Define Holds setup step, not a separate step.


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Notes Setup/OE: Define Notes Category

Order Entry>Setup>Notes>Note Categories<Customer Short Name> Process:






<Process Owner>Description: Use this form to define order number sources that automatically generate numbers for your sales orders and returns as you enter them.

<Notes Categories>Category Default Data Type Effective Dates:


Reports

<Notes Usages> (Note Category)Report Format


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Assignments

<Category Assignments> (Note Category)Type Name Enabled


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Notes Setup/OE: Define Notes

Order Entry>Setup>Orders>Notes>Notes<Customer Short Name> Process:






<Process Owner>Description: Use this form to define standard Notes to attach to your order headers or lines.

<Documents>Category

Description (Comment Name)

Source: Data Type

Source: Storage

Source: File

Usage

Security : Type

Security : Owner

Security : Share

Effective Dates:From

Effective Dates:To

Magnification

(Comment Text)


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Addition RulesCondition Object Identifier


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DFF Setup/OE: Descriptive Flexfeilds Order Management

Application Developer>Flexfields>Descriptive>Segments

ORDER HEADER DFF


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Major show types will have context field values created for their unique requirements. See the next section dealing with “Context Type” for the segment used by each order type. The show type’s for US, UK, CA and DE have been setup in EBDEV and EBTEST. Below is a sample list. History order header and lines DFF’s are not documented.

Code Name Description EnabledGlobal Data Ele-ments

Global Data Ele-ments

Global Data Element Context *

A-CA A-CA COMPANY STORE - CA *


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A-CAHS A-CAHS COMPANY STORE - CA HISTORY *A-DE A-DE COMPANY STORE - DE *A-DEHS A-DEHS COMPANY STORE - DE HISTORY *A-UK A-UK COMPANY STORE - UK *A-UKHS A-UKHS COMPANY STORE - UK HISTORY *A-US A-US COMPANY STORE - US *A-USHS A-USHS COMPANY STORE - US HISTORY *B-CA B-CA BRIDAL - CA *B-CAHS B-CAHS BRIDAL - CA HISTORY *B-DE B-DE BRIDAL - DE *B-DEHS B-DEHS BRIDAL - DE HISTORY *B-UK B-UK BRIDAL -UK *B-UKHS B-UKHS BRIDAL - UK HISTORY *B-US B-US BRIDAL -US *B-USHS B-USHS BRIDAL - US HISTORY *C-CA C-CA CATALOG - CA *C-CAHS C-CAHS CATALOG - CA HISTORY *C-DE C-DE CATALOG - DE *C-DEHS C-DEHS CATALOG - DE HISTORY *C-UK C-UK CATALOG - UK *C-UKSH C-UKSH CATALOG - UK HISTORY *C-US C-US CATALOG - US *C-USHS C-USHS CATALOG - US HISTORY *CA-CR CA-CR CA Credit Only Line Type CA-RETURN CA-RETURN CA Return for Credit Line Type CA-RMA CA-RMA Canada Returns/Adjustments *CA-RMAHS CA-RMAHS CA Returns/Adjustments HISTORY *DE-RMA DE-RMA DE Returns/Adjustments *DE-RMAHS DE-RMAHS DE RETURNS/ADJUSTMENTS HIS-

TORY*

E-CAHS E-CAHS ENHANCEMENT - CA HISTORY *E-DEHS E-DEHS ENHANCEMENT - DE HISTORY *E-UKHS E-UKHS ENHANCEMENT - UK HISTORY *


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E-US E-US ENHANCEMENT - US *E-USHS E-USHS ENHANCEMENT - US HISTORY *F-CA F-CA FUND RAISER - CA *F-CAHS F-CAHS FUND RASIER - CA HISTORY *F-DE F-DE FUND RAISER - DE *F-DEHS F-DEHS FUND RAISER - DE HISTORY *F-UK F-UK FUND RASIER *F-UKHS F-UKHS FUND RAISER - UK HISTORY *F-US F-US FUND RASIER *F-USHS F-USHS FUND RAISER - US HISTORY *G-CA G-CA G ORDER - CA *G-CAHS G-CAHS G SHOW TYPE - CA HISTORY *G-DE G-DE G Order - DE *G-DEHS G-DEHS G SHOW TYPE - DE HISTORY *G-MX G-MX G Order - MX *G-MXHS G-MXHS G SHOW TYPE - MX HISTORY *G-UK G-UK G Order - UK *G-UKHS G-UKHS G SHOW TYPE - UK *G-US G-US G Order - US *G-USHS G-USHS G SHOW TYPE - US HISTORY *H-CAHS H-CAHS SAMPLES - CA HISTORY *H-DEHS H-DEHS SAMPLES - DE HISTORY *H-UKHS H-UKHS SAMPLES - UK HISTORY *H-USHS H-USHS SAMPLES - US HISTORY *I-CA I-CA INDIVIDUAL - CA *I-CAHS I-CAHS INDIVIDUAL - CA HISTORY *I-DE I-DE INDIVIDUAL - DE *I-DEHS I-DEHS INDIVIDUAL - DE HISTORY *I-MX I-MX INDIVIDUAL - MX *I-MXHS I-MXHS INDIVIDUAL - MX HISTORY *I-UK I-UK INDIVIDUAL - UK *I-UKHS I-UKHS INDIVIDUAL - UK HISTORY *I-US I-US INDIVIDUAL - US *


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I-USHS I-USHS INDIVIDUAL - US HISTORY *K-CA K-CA KITCHEN - CA *K-CAHS K-CAHS KITCHEN - CA HISTORY *K-DE K-DE KITCHEN - DE *K-DEHS K-DEHS KITCHEN - DE HISTORY *K-MX K-MX KITCHEN - MX *K-MXHS K-MXHS KITCHEN - MX HISTORY *K-UK K-UK KITCHEN - UK *K-UKHS K-UKHS KITCHEN - UK HISTORY *K-US K-US KITCHEN - US *K-USHS K-USHS KITCHEN - US HISTORY *KHSUS KHSUS LSLC-CA LSLC-CA LOST SHIPMENT/CARTON RESHIP LSLC-MX LSLC-MX LOST SHIPMENT/CARTON RESHIP LSLC-US LSLC-US LOST SHIPMENT/CARTON RESHIP MX-CR MX-CR MX Credit Only Line Type MX-RMA MX-RMA Mexico Returns/Adjustments *MX-RMAHS MX-RMAHS MX Returns/Adjustments HISTORY *O-CA O-CA Individual Web/Bridal Registry - CA *O-CAHS O-CAHS WEB INDIVIDUAL - CA HISTORY *O-DE O-DE Individual Web/Bridal Registry *O-DEHS O-DEHS WEB INDIVIDUAL - DE HISTORY *O-UK O-UK Individual Web/Bridal Registry - UK *O-UKHS O-UKHS WEB INDIVIDUAL - UK HISTORY *O-US O-US Individual Web/Bridal Registry - US *O-USHS O-USHS WEB INDIVIDUAL - US HISTORY *P-CA P-CA PERSONAL - CA *P-CAHS P-CAHS PERSONAL - CA HISTORY *P-DE P-DE PERSONAL - DE *P-DEHS P-DEHS PERSONAL - DE HISTORY *P-MX P-MX PERSONAL - MX *P-MXHS P-MXHS PERSONAL - MX HISTORY *P-UK P-UK PERSONAL - UK *


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P-UKHS P-UKHS PERSONAL - UK HISTORY *P-US P-US PERSONAL - US *P-USHS P-USHS PERSONAL - US HISTORY *R-CA R-CA Bridal Registry Web - CA *R-CAHS R-CAHS WEB BRIDAL - CA HISTORY *R-DE R-DE Bridal Registry Web *R-DEHS R-DEHS WEB BRIDAL - DE *R-UK R-UK Bridal Registry Web - UK *R-UKHS R-UKHS WEB BRIDAL - UK HISTORY *R-US R-US Bridal Registry Web - US *R-USHS R-USHS WEB BRIDAL - US HISTORY *RMASHP-CA RMASHP-CA RMA SHIPPING LINE RMASHP-MX RMASHP-MX RMA SHIPPING LINE RMASHP-US RMASHP-US RMA SHIPPING LINE S-CA S-CA SUPPLY - CA *S-CAHS S-CAHS SUPPLY - CA HISTORY *S-DE S-DE SUPPLY - DE *S-DEHS S-DEHS SUPPLY - DE HISTORY *S-MX S-MX SUPPLY - MX *S-MXHS S-MXHS SUPPLY - MX HISTORY *S-UK S-UK SUPPLY - UK *S-UKHS S-UKHS SUPPLY - UK HISTORY *S-US S-US SUPPLY-US *S-USHS S-USHS SUPPLY - US HISTORY *T-CAHS T-CAHS *T-DEHS T-DEHS T-UKHS T-UKHS *T-US T-US T ORDER - US *T-USHS T-USHS *UK-RETURN UK-RETURN UK RETURN FOR CREDIT LINE TYPE UK-RMA UK-RMA UK Returns/Adjustments *UK-RMAHS UK-RMAHS UK RETURNS/ADJUSTMENTS HIS-

TORY*


9

US-CR US-CR US Credit Only Line Type US-RETURN US-RETURN US Return for Credit Line Type US-RMA US-RMA US Returns/Adjustments *US-RMAHS US-RMAHS US Returns/Adjustments HISTORY *V-CA V-CA CERTIFICATE - CA *V-CAHS V-CAHS CERTIFICATE - CA HISTORY *V-DEHS V-DEHS CERTIFICATE - DE HISTORY *V-UK V-UK CERTIFICATE - UK *V-UKHS V-UKHS CERTIFICATE - UK HISTORY *V-US V-US CERTIFICATE - US *V-USHS V-USHS CERTIFICATE - US HISTORY *X-CAHS X-CAHS BOOSTER - CA HISTORY *X-DEHS X-DEHS BOOSTER - DE HISTORY *X-UKHS X-UKHS BOOSTER - UK HISTORY *X-US X-US BOOSTER -US *X-USHS X-USHS BOOSTER - US HISTORY *Z-CAHS Z-CAHS REPLACEMENT - CA HISTORY *Z-DEHS Z-DEHS REPLACEMENT - DE HISTORY *Z-MXHS Z-MXHS REPLACEMENT - MX HISTORY *Z-UKHS Z-UKHS REPLACEMENT - UK HISTORY *Z-US Z-US REPLACEMENT - US *Z-USHS Z-USHS REPLACEMENT - US HISTORY *

Segment summary of Additional Header Information is attached below

Code Name DescriptionEnabled

Global Data Elements Global Data Elements Global Data Element Context *

A-HUS A-HUS History Order - A Show Type US *

A-US A-US Company Store - US *

B-HUS B-HUS History Order - B Show Type US *

B-US B-US Bridal - US *


9


C-HUS C-HUS History Order - C Show Type US *

C-US C-US CATALOG - US *

E-HUS E-HUS History Order - E Show Type US *

E-US E-US Enhancement - US *

F-HUS F-HUS History Order - F Show Type US *

F-US F-US FUND RAISER - US *

G-HUS G-HUS History Order - G Show Type US *

G-US G-US G Show Type - US *

H-HUS H-HUS History Order - H Show Type US *

H-US H-US Sample - US *

I-HUS I-HUS History Order - I Show Type US *

I-US I-US Individual - US *

K-HUS K-HUS History Order - K Show Type US *

K-US K-US KITCHEN - US *

O-HUS O-HUS History Order - O Show Type US *

O-US O-US Web Individual/Bridal Registry *

P-HUS P-HUS History Order - P Show Type US *

P-US P-US Personal - US *

R-HUS R-HUS History Order - R Show Type US *

R-US R-US Web Bridal - US *

S-HUS S-HUS History Order - S Show Type US *

S-US S-US Supply - US *

T-HUS T-HUS History Order - T Show Type US *

T-US T-US T Order - US *

US-HRMA US-HRMA US HISTORY ADJUSTMENT ORDERS *

US-RMA US-RMA US Returns/Adjustments *

V-HUS V-HUS History Order - V Show Type US *

V-US V-US Certificate - US *

X-HUS X-HUS History Order - X Show Type US *

X-US X-US Booster - US *

Z-HUS Z-HUS History Order - Z Show Type US *

Z-US Z-US Replacement - US *

Context type for each of the order type will be updated during the configuration of conversion instance. This list is too long to record at this moment.

Context Type: A-US, CA, UK and DE


9

Number Name Window Prompt Column Value SetDisplayed Enabled

10 SHP_CHRGES SHIPPING CHARGESATTRIBUTE13

XXX NUMBER * *

20 DONATIONS DONATIONSATTRIBUTE17

XXX NUMBER * *

30 XXX_ORIG_REC_DTE XXX_ORIG_REC_DTEATTRIBUTE11 XXX DATE * *

Context Type: B-US and CA

Number Name Window Prompt Column Value Set

Displayed

Enabled


XXX NUMBER * *

20 NON_FOOD_TAX SALES TAX ATTRIBUTE7XXX NUMBER * *

30 FOOD TAX FOOD TAX ATTRIBUTE5XXX NUMBER * *


XXX NUMBER * *

50 NGUESTNUMBER OF GUESTS ATTRIBUTE6 3 Digits * *

60 BOOKINGS BOOKINGSATTRIBUTE12 3 Digits * *

70 GUEST_SALES_TOTALGUEST SALES TOTAL ATTRIBUTE4

XXX NUMBER * *

80 COMM_SALES COMM. SALESATTRIBUTE10

XXX NUMBER * *

90 HOST_DISCONT HOST DISCOUNT ATTRIBUTE1 2 Digits * *

100 HOST_FPV_AMT HOST FPV AMOUNT ATTRIBUTE8XXX NUMBER * *

110 COHOST_FPV_AMTCOHOST FPV AMOUNT ATTRIBUTE9

XXX NUMBER * *

120 FPV_KIT_CREDITFPV KIT CREDIT USED

ATTRIBUTE19

XXX NUMBER * *

130 FPV_UNUSED FPV UN-USEDATTRIBUTE16

XXX NUMBER * *

140 HOST_PAID HOST AMT PAIDATTRIBUTE15

XXX NUMBER * *

150 COHOST_PAID COHOST AMT PAIDATTRIBUTE18

XXX NUMBER * *

160 HP HP ITEMS ATTRIBUTE2 2 Digits * *

170 HOSP_BONUSHOSPITALITY BONUS ATTRIBUTE3

XXX NUMBER * *

180 PP_GUEST_SALES PP GUEST SALESATTRIBUTE14

XXX NUMBER * *

190 PP_COM_SALES PP COMM. SALESATTRIBUTE20

XXX NUMBER * *



9

Context Type: B-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *




XXX NUMBER * *


XXX NUMBER * *


80 HOST_FPV_AMT HOST POINTS AMT ATTRIBUTE8XXX NUMBER * *

90 COHOST_FPV_AMTCOHOST POINTS AMT ATTRIBUTE9

XXX NUMBER * *

100 FPV_KIT_CREDITKIT CREDIT POINTS USED

ATTRIBUTE19

XXX NUMBER * *

110 FPV_UNUSED POINTS UN-USEDATTRIBUTE16

XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *

140 HOSP_BONUS HOSP. POINTS ATTRIBUTE3XXX NUMBER * *



XXX NUMBER * *


XXX NUMBER * *


Context Type: C-US and CA


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *

50 NGUEST NUMBER OF ATTRIBUTE6 3 Digits * *


9


Displayed

Enabled

GUESTS



XXX NUMBER * *


XXX NUMBER * *



110 FPV_KIT_CREDITFPV KIT CREDIT USED

ATTRIBUTE19

XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *



XXX NUMBER * *


XXX NUMBER * *


Context Type: C-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *




XXX NUMBER * *


XXX NUMBER * *



90 FPV_KIT_CREDITKIT CREDIT POINTS USED

ATTRIBUTE19

XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *



9


XXX NUMBER * *


XXX NUMBER * *


Context Type: E-US and CA


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *

50 DISCOUNT DISCOUNT %ATTRIBUTE19 2 Digits * *


Context Type: E-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *

30 DISCOUNT DISCOUNT %ATTRIBUTE19 2 Digits * *


Context Type: F-US


Displayed Enabled

10 ORG_NAME ORGANIZATION ATTRIBUTE1 50 chars * *20 ADDRESS_1 ADDRESS LINE 1 ATTRIBUTE2 50 chars * *30 ADDRESS_2 ADDRESS LINE 2 ATTRIBUTE3 50 chars * *40 CITY CITY ATTRIBUTE8 50 chars * *

50 STATE_PROV STATE ATTRIBUTE94 Characters * *

60 ZIP_POSTAL_CODE ZIP CODEATTRIBUTE16

14 Characters * *

70 HWC_INDICATOR HWCATTRIBUTE15 Yes_No * *

80FUND_DONATION_VALUE

FUND DONATION VALUE

ATTRIBUTE18

XXX NUMBER * *


9


Displayed Enabled

90 FUND_DONATION_% FUND DONATION %ATTRIBUTE19 3 Digits * *


XXX NUMBER * *




XXX NUMBER * *

140 NGUEST NUMBER OF GUESTS ATTRIBUTE6 3 Digits * *



XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


Context Type: F-CA


Displayed Enabled

10 ORG_NAME ORGANIZATION ATTRIBUTE1 50 chars * *20 ADDRESS_1 ADDRESS LINE 1 ATTRIBUTE2 50 chars * *30 ADDRESS_2 ADDRESS LINE 2 ATTRIBUTE3 50 chars * *40 CITY CITY ATTRIBUTE8 50 chars * *50 STATE_PROV PROV ATTRIBUTE9 * *

60 ZIP_POSTAL_CODE POSTAL CODEATTRIBUTE16

14 Characters * *



FUND DONATION VALUE

ATTRIBUTE18

XXX NUMBER * *



XXX NUMBER * *




XXX NUMBER * *

140 NGUEST NUMBER OF ATTRIBUTE6 3 Digits * *


9


Displayed Enabled

GUESTS



XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


Context Type: F-UK and DE


Displayed

Enabled

10 ORG_NAME ORGANIZATION ATTRIBUTE1 50 chars * *20 ADDRESS_1 ADDRESS LINE 1 ATTRIBUTE2 50 chars * *30 ADDRESS_2 ADDRESS LINE 2 ATTRIBUTE3 50 chars * *40 CITY CITY ATTRIBUTE8 50 chars * *50 STATE_PROV PROV ATTRIBUTE9 * *

60 ZIP_POSTAL_CODE POSTAL CODEATTRIBUTE16

14 Characters * *



FUND DONATION VALUE

ATTRIBUTE18

XXX NUMBER * *



XXX NUMBER * *


XXX NUMBER * *

120 NGUEST NUMBER OF GUESTS ATTRIBUTE6 3 Digits * *


140 GUEST_SALES_TOTAL GUEST SALES TOTAL ATTRIBUTE4XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


Context Type: G-US and CA


9


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *


Context Type: G-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *


Context Type: H-US and CA


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *


Context Type: H-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *


Context Type: I-US and CA


Displayed

Enabled


9


XXX NUMBER * *




XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


Context Type: I-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


Context Type: K-US and CA


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *




XXX NUMBER * *

80 COMM_SALES COMM. SALES ATTRIBUTE1 XXX * *


9


Displayed

Enabled

0 NUMBER90 HOST_DISCONT HOST DISCOUNT ATTRIBUTE1 2 Digits * *


110 COHOST_FPV_AMTCOHOST FPV AMOUNT ATTRIBUTE9

XXX NUMBER * *

120 FPV_KIT_AMTFPV KIT CREDIT USED

ATTRIBUTE19

XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


170 HOSP_BONUSHOSPITALITY BONUS ATTRIBUTE3

XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


Context Type: K-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *




XXX NUMBER * *


XXX NUMBER * *



90 COHOST_FPV_AMTCOHOST POINTS AMT ATTRIBUTE9

XXX NUMBER * *

100 KIT_CREDITKIT CREDIT POINTS USED

ATTRIBUTE19

XXX NUMBER * *


XXX NUMBER * *

120 HOST_PAID HOST AMT PAID ATTRIBUTE1 XXX * *


9


Displayed

Enabled

5 NUMBER


XXX NUMBER * *

140 HOSP_BONUS HOSP. POINTS ATTRIBUTE3XXX NUMBER * *



XXX NUMBER * *


XXX NUMBER * *


Context Type: O-US and CA


Displayed

Enabled

10 REGISTRY_ID REGISTRY IDATTRIBUTE19

10/Number * *


XXX NUMBER * *




XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


Context Type: O- UK and DE


Displayed

Enabled


10/Number * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *

60 PP_COM_SALES PP COMM. SALES ATTRIBUTE2 XXX * *


9

0 NUMBER


Context Type: P-US and CA


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *

50 CONSLT_DISCOUNT CON. DISCOUNT %ATTRIBUTE19 2 Digits * *


Context Type: P-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *

30 CONSLT_DISCOUNT CON. DISCOUNT %ATTRIBUTE19 2 Digits * *


Context Type: R-US and CA


Displayed

Enabled

10 REGISTRY_ID REGISTRY IDATTRIBUTE20 10/Number * *


XXX NUMBER * *


40 FOOD_SALES FOOD SALES TOTALATTRIBUTE14

XXX NUMBER * *



XXX NUMBER * *



9


Displayed

Enabled



XXX NUMBER * *


XXX NUMBER * *



130 FPV_KIT_AMT FPV KIT CREDITATTRIBUTE19

XXX NUMBER * *


XXX NUMBER * *


XXX NUMBER * *



XXX NUMBER * *


Context Type: R-UK and DE


Displayed

Enabled


10/Number * *


XXX NUMBER * *

30 FOOD_SALES FOOD SALES TOTALATTRIBUTE14

XXX NUMBER * *


XXX NUMBER * *

50 NGUEST NUMBER OF GUEST ATTRIBUTE6 3 Digits * *



XXX NUMBER * *


XXX NUMBER * *


100 HOST_FPV_AMT HOST POINTS AMT ATTRIBUTE8

XXX 6 DIGIT NUMBER * *

110 KIT_CREDITKIT CREDIT POINTS USED

ATTRIBUTE19

XXX NUMBER * *



130 HOST_PAID HOST AMT PAID ATTRIBUTE1 XXX * *


9


Displayed

Enabled

5 NUMBER140 HP HP ITEMS ALLOWED ATTRIBUTE2 2 Digits * *


XXX NUMBER * *


Context Type: S-US and CA


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *


Context Type: S-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *


Context Type: T-US, CA Not used in UK & DE


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *


Context Type: US-RMA


Displayed

Enabled


9

10 CALLER ***CALLERATTRIBUTE20 XXX US CALLER * *

20 R_ADJ_FOR***ADJUST/RETURN BY

ATTRIBUTE16 XXX_HOST_GUEST * *

30 H_CO_PAID HOST/COHOST PAIDATTRIBUTE15 XXX NUMBER * *

40 H_DISCOUNT DISCOUNT % ATTRIBUTE1 XXX HCD * *

50 R_METHOD RETURN METHODATTRIBUTE18 XXX_RETURN_METHOD * *

60 USPS_REPRINTUSPS REPRINT LABEL

ATTRIBUTE19 XXX REPRINT * *

Context Type: CA-RMA, UK and DE


Displayed

Enabled

10 CALLER ***CALLERATTRIBUTE20 XXX US CALLER * *

20 R_ADJ_FOR***ADJUST/RETURN BY


30 H_CO_PAID HOST/COHOST PAIDATTRIBUTE15 XXX NUMBER * *

40 H_DISCOUNT DISCOUNT % ATTRIBUTE1 XXX HCD * *

50 R_METHOD RETURN METHODATTRIBUTE18 XXX_RETURN_METHOD * *

60 USPS_REPRINTREPRINT MAILING LABEL

ATTRIBUTE19 XXX REPRINT * *

Context Type: V-US, CA Only Not used in UK & DE


Displayed

Enabled


XXX NUMBER * *




XXX NUMBER * *


Context Type: X-US and CA


Displayed

Enabled


XXX NUMBER * *




9


XXX NUMBER * *


Context Type: X-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *


Context Type: Z-US and CA


Displayed

Enabled


XXX NUMBER * *



XXX NUMBER * *


Context Type: Z-UK and DE


Displayed

Enabled


XXX NUMBER * *


XXX NUMBER * *


Based on the Order type, different flexfields will appear on the order header. The DFF’s segments will be used when processing orders. The custom program will validate the data in the flexfields to make sure it is correct. In certain cases the agents or import program must provide the data for the flexfields. One example of this is Guest Sales Total for R type orders.


9

ORDER LINE DFF

Order Line descriptive flexfields are setup for the various line types that will be used at XXX. Like the header DFF’s, the line DFF’s are also context sensitive. Meaning that based on the line type used on the order, certain flexfields will be displayed and used.

The line types (Context Field Values) are currently setup are for the US, CA, UK and DE. Below is a sample listing.

Code Name Description EnabledGlobal Data Ele-ments

Global Data Ele-ments Global Data Element Context *

CA-CR CA-CR CA Credit Only Line Type *CA-CRHS CA-CRHS CA Credit Only Line Type HISTORY *CA-RETURN CA-RETURN CA Return for Credit Line Type *CA-RETURNHS CA-RETURNHS CA Return for Credit Line Type *CERT-CAHS CERT-CAHS GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE HISTORY *


9

CERT-DEHS CERT-DEHS GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE HISTORY *CERT-UKHS CERT-UKHS GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE HISTORY *CERT-USHS CERT-USHS GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE HISTORY *DE-CR DE-CR DE Credit Only Line Type *DE-CRHS DE-CRHS DE CREDIT ONLY LINE TYPE HISTORY *DE-RETURN DE-RETURN DE Return for Credit Line Type *DE-RETURNHS DE-RETURNHS DE RETURN FOR CREDIT LINE TYPE HISTORY *FREIGHT-CA FREIGHT-CA FREIGHT LINE USED FOR TAXING PURPOSES ONLY *FREIGHT-CAHS FREIGHT-CAHS FREIGHT LINE USED FOR TAXING PURPOSES ONLY HISTORY *FREIGHT-MX FREIGHT-MX FREIGHT LINE USED FOR TAXING PURPOSES ONLY *FREIGHT-MXHS FREIGHT-MXHS FREIGHT LINE USED FOR TAXING PURPOSES ONLY HISTORY *FREIGHT-US FREIGHT-US FREIGHT LINE USED FOR TAXING PURPOSES ONLY *FREIGHT-USHS FREIGHT-USHS FREIGHT LINE USED FOR TAXING PURPOSES ONLY HISTORY *LSLC-CA LSLC-CA LOST SHIPMENT/CARTON RESHIP *LSLC-CAHS LSLC-CAHS LOST SHIPMENT/CARTON RESHIP HISTORY *LSLC-DE LSLC-DE LOST SHIPMENT/CARTON RESHIP *LSLC-DEHS LSLC-DEHS LOST SHIPMENT/CARTON RESHIP HISTORY *LSLC-MX LSLC-MX LOST SHIPMENT/CARTON RESHIP *LSLC-MXHS LSLC-MXHS LOST SHIPMENT/CARTON RESHIP HISTORY *LSLC-UK LSLC-UK LOST SHIPMENT/CARTON RESHIP *LSLC-UKHS LSLC-UKHS LOST SHIPMENT/CARTON RESHIP HISTORY *LSLC-US LSLC-US LOST SHIPMENT/CARTON RESHIP *LSLC-USHS LSLC-USHS LOST SHIPMENT/CARTON RESHIP HISTORY *MX-CR MX-CR MX Credit Only Line Type *MX-CRHS MX-CRHS MX Credit Only Line Type HISTORY *OS-LINE-CAHS OS-LINE-CAHS OVERSHIPMENT LINE - INVOICE ONLY HISTORY *OS-LINE-DEHS OS-LINE-DEHS OVERSHIPMENT LINE - INVOICE ONLY HISTORY *OS-LINE-UKHS OS-LINE-UKHS OVERSHIPMENT LINE - INVOICE ONLY HISTORY *OS-LINE-US OS-LINE-US *OS-LINE-USHS OS-LINE-USHS OVERSHIPMENT LINE - INVOICE ONLY HISTORY *OS-RE-TURN-CAHS OS-RE-TURN-CAHS *OS-RE-TURN-USHS OS-RE-TURN-USHS *RMASHP-CA RMASHP-CA RMA SHIPPING LINE *


9

RMASHP-CAHS RMASHP-CAHS RMA SHIPPING LINE HISTORY *RMASHP-DE RMASHP-DE RMA SHIPPING LINE *RMASHP-DEHS RMASHP-DEHS RMA SHIPPING LINE *RMASHP-MX RMASHP-MX RMA SHIPPING LINE *RMASHP-MXHS RMASHP-MXHS RMA SHIPPING LINE HISTORY *RMASHP-UK RMASHP-UK RMA SHIPPING LINE *RMASHP-UKHS RMASHP-UKHS RMA SHIPPING LINE HISTORY *RMASHP-US RMASHP-US RMA SHIPPING LINE *RMASHP-USHS RMASHP-USHS RMA SHIPPING LINE HISTORY *SHIPPING-CA SHIPPING-CA Shipping line used non-com and I and O order types *SHIPPING-CAHS SHIPPING-CAHS Shipping line used non-com and I and O order types HISTORY *SHIPPING-DE SHIPPING-DE Shipping line used non-com and I and O order types *SHIPPING-DEHS SHIPPING-DEHS Shipping line used non-com and I and O order types HISTORY *SHIPPING-MX SHIPPING-MX Shipping line used non-com and I and O order types *SHIPPING-MXHS SHIPPING-MXHS SHIPPING LINE - USED FOR NON-COMM,I and O ORDER TYPES HISTORY *SHIPPING-UK SHIPPING-UK Shipping line used non-com and I and O order types *SHIPPING-UKHS SHIPPING-UKHS Shipping line used non-com and I and O order types HISTORY *SHIPPING-US SHIPPING-US Shipping line used non-com and I and O order types *SHIPPING-USHS SHIPPING-USHS Shipping line used non-com and I and O order types HISTORY *STANDARD-CA STANDARD-CA SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS *STANDARD-CAHS STANDARD-CAHS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY *STANDARD-DEHS STANDARD-DEHS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY *STANDARD-MX STANDARD-MX SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS *STANDARD-MXHS STANDARD-MXHS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY *STANDARD-UK STANDARD-UK SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS *STANDARD-UKHS STANDARD-UKHS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY *STANDARD-US STANDARD-US SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS *STANDARD-USHS STANDARD-USHS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY *UK-CR UK-CR UK Credit Only Line Type *UK-CRHS UK-CRHS UK CREDIT ONLY LINE TYPE HISTORY *UK-RETURN UK-RETURN UK Return for Credit Line Type *UK-RETURNHS UK-RETURNHS UK RETURN FOR CREDIT LINE TYPE HISTORY *US-CR US-CR US Credit Only Line Type *


9

US-CRHS US-CRHS US Credit Only Line Type HISTORY *US-RETURN US-RETURN US Return for Credit Line Type *US-RETURNHS US-RETURNHS US Return for Credit Line Type HISTORY *Waved Waved Waving *

Segment value of each of the context is attached below.


Global Data Elements

Global Data Elements Global Data Element Context *

CA-CR CA-CR CA Credit Only Line Type *CA-RETURN CA-RETURN CA Return for Credit Line Type *

CERT-CA CERT-CAGIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE *

CERT-DE CERT-DEGIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE *

CERT-UK CERT-UKGIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE *

CERT-US CERT-USGIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE *

DE-CR DE-CR DE CREDIT ONLY LINE TYPE *DE-RETURN DE-RETURN DE RETURN FOR CREDIT LINE TYPE *FREIGHT-CA FREIGHT-CA FREIGHT LINE USED FOR TAXING PURPOSES ONLY *FREIGHT-US FREIGHT-US FREIGHT LINE USED FOR TAXING PURPOSES ONLY *HUS-RETURN HUS-RETURN History Adjustment Return Line *HUS-RMASHP HUS-RMASHP History Adjustment Shipment Line *LSLC-CA LSLC-CA LOST SHIPMENT/CARTON RESHIP *LSLC-DE LSLC-DE LOST SHIPMENT/CARTON RESHIP *LSLC-UK LSLC-UK LOST SHIPMENT/CARTON RESHIP *LSLC-US LSLC-US LOST SHIPMENT/CARTON RESHIP *OS-LINE-CA OS-LINE-CA OVERSHIPMENT LINE - INVOICE ONLY *OS-LINE-DE OS-LINE-DE OVERSHIPMENT LINE - INVOICE ONLY *OS-LINE-UK OS-LINE-UK OVERSHIPMENT LINE - INVOICE ONLY *OS-LINE-US OS-LINE-US OVERSHIPMENT LINE - INVOICE ONLY *OS-RE-TURN-CA OS-RE-TURN-CA *OS-RE-TURN-US OS-RE-TURN-US *RMASHP-CA RMASHP-CA RMA SHIPPING LINE *


9


RMASHP-DE RMASHP-DE RMA SHIPPING LINE *RMASHP-UK RMASHP-UK RMA SHIPPING LINE *RMASHP-US RMASHP-US RMA SHIPPING LINE *SHIPPING-CA SHIPPING-CA Shipping line used non-com and I and O order types *SHIPPING-DE SHIPPING-DE Shipping line used non-com and I and O order types *SHIPPING-UK SHIPPING-UK Shipping line used non-com and I and O order types *SHIPPING-US SHIPPING-US Shipping line used non-com and I and O order types *STANDARD-CA STANDARD-CA SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS *STANDARD-DE STANDARD-DE SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS *STANDARD-UK STANDARD-UK SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS *STANDARD-US STANDARD-US SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS *XXX-HIST-LINE XXX-HIST-LINE History Shipment Line *UK-CR UK-CR UK CREDIT ONLY LINE TYPE *UK-RETURN UK-RETURN UK RETURN FOR CREDIT LINE TYPE *US-CR US-CR US Credit Only Line Type *US-RETURN US-RETURN US Return for Credit Line Type *

The highlighted line types have some default values assigned due to a last minute issue found in PROD. Each line type has 3 segments with defaults defined, the segments are called HG (SOLD TO), HP (DISCOUNT TYPE) and QTY_OVER (QTY VALIDATED). The changes were made to SUPPORT and PROD on 9/25/08.

Context Type: Global Data Elements


Displayed

Enabled

60 LANG_PREFLANGUAGE PREFERENCE

ATTRIBUTE6 XXX LANGUAGES * *

Global data elements will display on all line types.

Context Type: US-CR AND CA


Displayed

Enabled

10 HG SOLD TO ATTRIBUTE5 XXX_HOST_GUEST * *20 HP DISCOUNT TYPE ATTRIBUTE8 XXX HP ITEMS * *

30 HCDDISCOUNT PERCENT ATTRIBUTE9 XXX HCD * *

40 QTY_OVER QTY VALIDATEDATTRIBUTE12 Yes_No * *

50 WARRANTY EXPR WARRANTY EXPR ATTRIBUTE1 15 Characters * *60 WARRANTY DAYS WARRANTY DAYS ATTRIBUTE2 10 Characters * *70 ORIG SHIP DATE ORIG SHIP DATE ATTRIBUTE3 10 Characters * *80 SHIP DAYS SHIP DAYS ATTRIBUTE4 10 Characters * *

90 COMMENTS COMMENTSATTRIBUTE11

240 Characters Optional * *

100 HISTORY_TAX_RATE HISTORY_TAX_RATEATTRIBUTE10 XXX_3_DIGIT * *


9

This line type is used for credit only processing. Physical return of item is not required with this line type.

Context Type: UK-CR and DE


Displayed

Enabled




50 WARRANTY EXPR WARRANTY EXPR ATTRIBUTE1 15 Characters * *60 WARRANTY DAYS WARRANTY DAYS ATTRIBUTE2 10 Characters * *

70 POINTS POINTSATTRIBUTE14


80 ORIG SHIP DATE ORIG SHIP DATE ATTRIBUTE3 10 Characters * *90 SHIP DAYS SHIP DAYS ATTRIBUTE4 10 Characters * *




This line type is used for credit only processing. Physical return of item is not required with this line type.

Context Type: US-RETURN AND CA


Displayed

Enabled




50 WARRANTY EXPR WARRANTY EXPR ATTRIBUTE1 15 Characters * *60 WARRANTY DAYS WARRANTY DAYS ATTRIBUTE2 10 Characters * *80 ORIG SHIP DATE ORIG SHIP DATE ATTRIBUTE3 10 Characters * *90 SHIP DAYS SHIP DAYS ATTRIBUTE4 10 Characters * *




This is a return for credit line type; this requires the physical return of the product in order to give credit to the customer.

Context Type: UK-RETURN and DE


Displayed

Enabled

10 HG SOLD TO ATTRIBUTE5 XXX_HOST_GUEST * *20 HP DISCOUNT TYPE ATTRIBUTE8 XXX HP ITEMS * *30 HCD DISCOUNT ATTRIBUTE9 XXX HCD * *


9

PERCENT


50 WARRANTY EXPR WARRANTY EXPR ATTRIBUTE1 15 Characters * *60 WARRANTY DAYS WARRANTY DAYS ATTRIBUTE2 10 Characters * *



80 ORIG SHIP DATE ORIG SHIP DATE ATTRIBUTE3 10 Characters * *90 SHIP DAYS SHIP DAYS ATTRIBUTE4 10 Characters * *




This is a return for credit line type; this requires the physical return of the product in order to give credit to the customer.

Context Type: CERT-US


Displayed

Enabled

5 SHIP TO CODE SHIP TO CODE ATTRIBUTE7 XXX_HOST_GUEST * *10 FIRST_NAME FIRST NAME ATTRIBUTE1 15 Characters * *20 LAST_NAME LAST NAME ATTRIBUTE2 20 Characters * *30 ADDRESS_LINE_1 ADDRESS LINE1 ATTRIBUTE3 30 Characters * *40 ADDRESS_LINE_2 ADDRESS LINE2 ATTRIBUTE4 30 Characters * *50 CITY CITY ATTRIBUTE5 30 Characters * *60 STATE_PROV STATE ATTRIBUTE8 4 Characters * *70 ZIP_CODE ZIP CODE ATTRIBUTE9 10 Characters * *

80 COUNTRY COUNTRYATTRIBUTE13 * *

90 GIFT_MESSAGE GIFT MESSAGEATTRIBUTE10 60 Characters * *

100 DAY_PHONE DAY PHONEATTRIBUTE11 15 Characters * *

110 EVENING_PHONE EVENING PHONEATTRIBUTE12 15 Characters * *

120 PURCH_PHONEPURCHASERS PHONE

ATTRIBUTE14 15 Characters * *

130 PUR_FST_NAMEPURCHASERS FIRST NAME


140 PUR_LST_NAMEPURCHASERS LAST NAME


150 CON_DISC_%CONSULTANT DISCOUNT

ATTRIBUTE20 2 Digits * *

Context Type: CERT-CA, UK and DE


Displayed

Enabled

5 SHIP TO CODE SHIP TO CODE ATTRIBUTE7 XXX_HOST_GUEST * *10 FIRST_NAME FIRST NAME ATTRIBUTE1 15 Characters * *


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20 LAST_NAME LAST NAME ATTRIBUTE2 20 Characters * *30 ADDRESS_LINE_1 ADDRESS LINE1 ATTRIBUTE3 30 Characters * *40 ADDRESS_LINE_2 ADDRESS LINE2 ATTRIBUTE4 30 Characters * *50 CITY CITY ATTRIBUTE5 30 Characters * *60 STATE_PROV PROVINCE ATTRIBUTE8 4 Characters * *70 POSTAL_CODE POSTAL CODE ATTRIBUTE9 10 Characters * *

80 COUNTRY COUNTRYATTRIBUTE13 * *

90 GIFT_MESSAGE GIFT MESSAGEATTRIBUTE10 60 Characters * *

100 RECIP_DAY_PHONE DAY PHONEATTRIBUTE11 15 Characters * *

110 RECIP_EVENING_PHONE EVENING PHONEATTRIBUTE12 15 Characters * *

120 PURCH_PHONEPURCHASERS PHONE


130 PUR_FST_NAMEPURCHASERS FIRST NAME


140 PUR_LST_NAMEPURCHASERS LAST NAME




This line type is used when someone purchases a Gift Certificate. This line type will require additional information to be entered.

Context Type: FREIGHT-US and CA only


Displayed

Enabled

10XXX_FREIGHT_TAX_CODE

XXX_FREIGHT_TAX_CODE ATTRIBUTE1

XXX_FREIGHT_TAX _CODE * *

This line type is used for capturing freight charges and freight tax. Not used in the UK or DE.

Context Type: STANDARD-US/STANDARD-CA


Displayed

Enabled

5 SHIP TO CODE SHIP TO CODE ATTRIBUTE7 XXX_HOST_GUEST * *10 HG SOLD TO ATTRIBUTE5 XXX_HOST_GUEST * *20 HP DISCOUNT TYPE ATTRIBUTE8 XXX HP ITEMS * *


40 PH_NUMBER PAST HOST IDATTRIBUTE10 15 Characters * *



60 KIT_CRD_SERIAL KIT_CRD_SERIALATTRIBUTE19 20 Characters * *

70 KIT_CRD_SENT KIT_CRD_SENTATTRIBUTE20 16 Characters * *

Used as a standard shipping line for all order types, except RMA orders.KIT_CRD_SERIAL and KIT_CRD_SENT are both used for the Kit Credit processing to Prowess.


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Context Type: STANDARD-UK/STANDARD-DE


Displayed

Enabled



35PURCH W/POINTS PURCH W/POINTS

ATTRIBUTE18

XXX_PURCHASE_WITH_POINTS * *

40 ITEM POINTS ITEM POINTSATTRIBUTE14 XXX 6 DIGIT NUMBER * *




70 KIT_CRD_SERIAL KIT_CRD_SERIALATTRIBUTE19 20 Characters * *

80 KIT_CRD_SENT KIT_CRD_SENTATTRIBUTE20 16 Characters * *

Used as a standard shipping line for all order types, except RMA orders.KIT_CRD_SERIAL and KIT_CRD_SENT are both used for the Kit Credit processing to Prowess.

Context Type: LSLC-US, CA, UK and DE


Displayed

Enabled

5SHIP TO CODE SHIP TO CODE


10 HG SOLD TOATTRIBUTE5 XXX_HOST_GUEST * *

Used when processing adjustment orders (RMA’s). This is used in the special case where either and entire shipment or carton(s) is/are lost.

Context Type: RMASHP-US AND CA


Displayed

Enabled



50 RMA_REA_CODE REASON CODEATTRIBUTE13 XXX_RMA_REASON * *



80 COMMENTS COMMENTS ATTRIBUTE1 240 Characters * *


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1 Optional

This is used for a shipment line on an adjustment order (RMA).

Context Type: RMASHP-UK and DE


Displayed

Enabled










This is used for a shipment line on an adjustment order (RMA).

Context Type: OS-LINE-US, CA, UK and DE


Displayed

Enabled








This line type is used for an over shipment item for adjustment orders.

Context Type: SHIPPING-US, CA, UK and DE


Displayed

Enabled

5 SHIP TO CODE SHIP TO CODE ATTRIBUTE7 XXX_HOST_GUEST * *



Used for shipping lines on non-com. Orders.


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ADDITIONAL ORDER TYPE DFF

The Additional Order Type DFF’s are used in what Oracle calls Transaction Types (Order Types). The Additional Order Type DFF’s are used for both Order and Line transaction types. The current setup is utilizing the Global Data Elements.

The line types (Context Field Values) that are currently setup are for the US and in some cases Canada. Canada, UK and Germany need to be setup and tested.


Global Data Elements

Global Data Elements Global Data Element Context *

Context Type: Global Data Elements


Displayed

Enabled

10 XXX_TYPE XXX SHOW TYPEATTRIBUTE1 XXX_SHOW_TYPE * *

20 XXX_COM_ORDER COMM. Yes/NoATTRIBUTE2 Yes_No * *

30 XXX_MIN_CONS_STATUS XXX_MIN_CONS_STATUSATTRIBUTE3

XXX_MIN_CONS_STATUS * *

40 XXX_ORDER_AMOUNT_LMT XXX ORDER AMT LIMITATTRIBUTE4 XXX NUMBER * *

50 XXX NONCOM SHP/SOLD XXX NONCOM ATTRIBUTE XXX_NONCOM * *


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Displayed

Enabled

TO SHP/SOLD TO 5 _SHP _SOLD_TO

Attribute2 will be used to indicate if the transaction type is a commissionable type and needs to be passed on to Prowess. This will be used by the custom program; therefore this field must be entered and maintained accurately for proper commission processing. Attribute3 is used when there is a restriction based on the consultant status.

No value = no restrictionsA = must be an active consultantI = consultant can be inactive

Attribute4 is used when there is an amount limit placed on an order type. (E order types have a $500.00 limit.Attribute5 is used only for noncom order types. The value set has only one value of CON for consultant ship and sold to code.


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Setup/OE: Value Sets (This list will be validated during the conversion instance preparation)

Value Set Name

Format TypeMax. SizeValidation Types Created By

XXX 30 Characters Optional

Char 30 None W. Allen

XXX 6 Digit Number Number 6 None E. DiLegge

XXX Charter Gift Order Numbers

Char 10 Table SYSADMIN

XXX DATE Standard Date11 None E. DiLegge

XXX FPV R US Char 6 Independent SYSADMIN

XXX HCD Char 3 Independent E. DiLegge

XXX HOST DISCOUNT US, CA, DE and UK

Number 4 Independent SYSADMIN

XXX HOST FPV US, CA Number 5 Independent SYSADMIN

XXX HOST HP ITEMS CA, DE, UK and US



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Value Set Name


XXX HOST POINTS DE and UK


XXX HP ITEMS Char 3 Independent E. DiLegge

XXX LANGUAGES

Char 3 Independent E. DiLegge

XXX Number Number 10 None E. DiLegge

XXX Order Number Charter Gift


XXX Order Number Charter Gift Report


XXX Pampered Partner Import Source


XXX REPRINT Char 2 Independent E. DiLegge

XXX Show Number Charter Gift Report


XXX US Char 10 Independent E. DiLegge


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Value Set Name


CALLER

XXX action code charter gift

Char 50 Independent SYSADMIN

XXX consultant number charter gift


XXX show number charter gift


XXX_3_DIGIT Number 5 None S. Pandya

XXX_BOOKINGS_POINTS


XXX_BOOSTER_DAYS Char 3 Independent SYSADMIN

XXX_CON_DISCOUNT Char 3 Independent E. DiLegge

XXX_COUNTRY_CODE Char 3 Independent E. DiLegge

XXX_CUST_ORDERS_DE and UK



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Value Set Name


XXX_DBA_HWC Number 5 Independent SYSADMIN

XXX_DBA_STD Number 5 Independent SYSADMIN

XXX_DEBIT_CARD_LIMIT


XXX_DP_HWC_CA, DE, UK and US


XXX_DP_STD_CA, DE, UK and US


XXX_ENHANCEMENT_MONTH


XXX_ENHANCEMENT_MTH_LIST


XXX_E_ORDER_QTY_LIMIT


XXX_FREIGHT_TAX_CODE


XXX_HOSP_BONUS Char 5 Independent SYSADMIN


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Value Set Name


XXX_HOSP_PTS_DE and UK


XXX_HOST_GUEST Char 3 Independent E. DiLegge

XXX_HP_CONV_POINTS


XXX_INTERFACE_RESP Char 5 Independent SYSADMIN

XXX_INTERFACE_RESP_NAMES


XXX_MAX_CA_AMT Char 5 Independent SYSADMIN

XXX_MAX_LINE_AMOUNT


XXX_MAX_LINE_QTY Number 3 Independent SYSADMIN

XXX_MGMT_LEVEL Char 20 Independent A. Wilson

XXX_MHS_DOUBLE Char 10 Independent SYSADMIN

XXX_MIN_CONS_STATUS



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Value Set Name


XXX_MIN_GUEST Number 3 Independent SYSADMIN

XXX_NONCOM_SHP_SOLD_TO


XXX_PRICING_SPECIAL_CODES


XXX_PURCHASE_WITH_POINTS


XXX_RETURN_METHOD


XXX_RMA_REASON Char 4 Independent E. DiLegge

XXX_ROUNDING_FACTOR

Number 5 Independent E. DiLegge

XXX_SEASONS_CA, DE, UK and US


XXX_SHIP_CODES Char 2 Independent SYSADMIN

XXX_SHIP_TO Char 3 Independent E. DiLegge

XXX_SHOW Char 5 Independent SYSADMIN


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Value Set Name


_CLOSE_PTS

XXX_SHOW_TYPE Char 2 Independent E. DiLegge

XXX_START_DATE Char 9 None SYSADMIN

XXX_TRUE_FALSE Char 2 Independent E. DiLegge

XXX_UNUSED_POINTS Char 5 Independent SYSADMIN


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Open and Closed Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date Impact Date

Closed Issues

ID Issue Resolution Responsibility Target Date Impact Date


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D S 030 Order Entry Application Setup CRP Sample

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