OM Configuration Guide

3rd October 2012XYZ

ConfigStep

OracleGuideStep

Navigation Path

Setup Document

Setup Explanation XYZ Base InstallStatus

On-Site TasksOn-Site Setup

Changes

OM-01

In General Ledger>Setup> Financials>Books > Define

Define Set of Books :

For XYZ, Receivables is predefined with theXYZ General Ledger Set of Books. OracleReceivables will automatically record alltransactions in this set of books. For XYZ, theset of books is predefined as follows: Set ofBooks XYZUS Client Calendar XYZ Calendar FunctionalCurrency USD Accounting FlexfieldStructure XYZ AccountingFlexfield Future PeriodLimit 1

Complete DoNot Change

OM-02

OM-01

In OrderManagement>Setup> Financials>Flexfields> Key

Define Key Flexfields:

Sales Orders is the key flexfield used byOracle Inventory to uniquely identify salesorder transactions that are interfaced toOracle Inventory.This flexfield must be defined before placingdemand or making reservations in OracleOrder Entry.For XYZ the Sales Orders Flexfield segments have been defined as:Sales Order Number for Segment1Sales Order Type for Segment2Sales Order Source for Segment3


OM-03

In OrderManagement>Setup> Financials>Flexfields> Key

Define Key Flexfields:

System Items are also required by OracleOrder Management. Before items are definedOracle Inventory, set up this flexfield in orderto record and report item information.

The following has been setup by XYZ:

S t It Fl fi ld


OM Configeration guide

System Items Flexfield: Item for Segment1

OM-04

OM-03

In Inventory > Setup> Organizations >Organization

Define Inventory Organizations:

Inventory Organizations are distinct distributionentities. In Oracle Order Management,Inventory Organizations are referred to asWarehouses. All Organizations/ Warehousesmust be defined in the same set of books.Organizations/Warehouses appear asQuickPick values in the Order Managementscreens.

If items are to be shipped from multiplewarehouses, they must be added to eachorganization.For XYZ - the following Inventory Organizationshave been defined by Oracle Inventory;GLOBAL = Item Master Org.Company = TransactionsOracle Inventory will change the Companyorganization to the Client Name when a newclient is setup for XYZ.

The Organization Parameters window displaysthe Item Validation Organization for the currentoperating unit.

Useable Review On-Site

The Companyorganizationneeds to berenamed toClientscompanyname.

Additionalwarehousesmay be set-upif needed.

OM-05

OM-04

In SystemAdministrator >Profile> System

OM Profile ValueOptions

Profile Options:

Profile options are used to specify how OracleOrder Management controls access to andprocess data. These options can be set atdifferent levels: site, applications,responsibility and user.


Review the OMProfile Optiondocument forvalues that areset for XYZand changethe value ifnecessary.

OM-05

OM-05

In OracleManagement >Setup> OrganizationParameter

Organization Parameter

Define the Order Management Item ValidationOrganization parameter. All items and bills ofmaterial must be defined in a masterorganization, which Oracle Order Managementcalls the Item Validation Organization.

For XYZ, GLOBAL is defined as the Item

Validation Org.


OM-06

OM-06

See Setupd t ti

Invoicing: Useable R i O

06 06 documentationreferenced in theReceivablesConfiguration Guide

Define Payment TermsDefine Accounting & Invoice RulesDefine Transaction TypesDefine AutoAccountingDefine Territories (Optional)Define Invoice SourcesDefine AutoInvoice Line Ordering (Optional)Define AutoInvoice Grouping Rules: (Optional)

Review On-Site

This is done inOracleReceivables. IfOracleReceivables isnot installed,please refer toOracleReceivablesconfigurationdocument.

OM-07

OM-07

In OrderManagement>Setup > Sales >Salespersons

OM SalespersonsSetup

Enter Salespersons:

A Salesperson is used to allocate sales creditsfor reporting and/or commissions. Sales creditscan be designated as quota or non-quotacredits.At least one salesperson must be assigned toa sales order to process the order.Salespersons are also assigned to territories.Oracle Order Management can assignrevenue, freight, and receivables accounts toa salesperson.

For XYZ - Order Entry has setup the followingSalesperson:No Sales CreditThis is an example and users should enterspecific Salespersons for their organization.

AdditionalConfigurationNeeded

Only No SalesCreditsalesperson isdefined byXYZ.

OM-08

OM-08

In OrderManagement > Setup> Tax > Codes

AR Tax Codes Setup

Define Tax Codes and Rates: (Optional)

Tax Codes are used to charge customers taxthat is not based on their shipping location.(such as Value Added Tax). You can enter taxcodes and assign them to specific tax rates. Tax codes can be assigned to customers,customer site uses and standard memo lines.

If customers are to be charged a locationbased tax, such as Sales tax, you must defineat least one tax code with a type of Location.Use the Define Tax Codes and Rates screento enter a name for your location tax code,enter a type of Location and a tax account. You cannot update this account once youhave committed your change, however youcan enter additional Location tax codes fordifferent date ranges.


XYZ has predefined the following,

Tax Code Tax Type RateExempt Sales Tax 0Manual Sales Tax 0Sales Tax Location VAT VAT 0

Define Tax Locations and Rates

For location based tax, you must define thelocations and their associated tax rates.

Define Tax Exceptions and Exemptions:(Optional)

For special tax rates on items shipped tospecific locations, you must define itemexceptions for a specific Sales Tax LocationFlexfield. To partially or fully exempt your customers oritems from specific tax rates you must definecustomer and item exemptions.

Not Configured

Not Configured

OM-09

OM-09

In OrderManagement>Setup > QuickCodes> Order Entry

Define QuickCodes:

QuickCodes are predefined values that appearin a QuickPick window, within the OrderManagment application. They provide the userwith a list of values that are valid for the fieldthey are entering.QuickCodes are user definable. Users candefine as many QuickCodes, for as many ofthe data entry fields, as the business requires.For XYZ - Order Management seeded anumber of QuickCodes which include holdtypes, freight terms, release reasons, shipmentpriorities, etc.

Note: QuickCodes can be defined for OrderManagment, Oracle Receivables and OracleManufacturing applications.


ReviewQuickcodesand setupadditional oneswhererequired.

OM-

10

OM-

10

In Workflow Builder

OM WorkflowOverview Setup

Define Order and Line Processing Flows

XYZ uses the standard seed data from Oracle. Order Management comes seeded withseveral order header and line flows.

Useable

Review On-Site

If the seeded processes do not meet theclients business processing needs, changethe flows by using one of the following threemethods: Copy a seeded Order or Line flow, change

its Internal Name, Display Name anddescription in the Workflow Builder. Reconfigure using seeded activities andprocesses.

Utilize the seeded flows as examples tocreate new order or line flows using theseeded functional activities in the WorkflowBuilder. Reconfigure using seededactivities and processes.

Utilize the seeded flows as examples tocreate new order or line flows using theseeded functional activities and/or customactivities in the Workflow Builder.

OM-11

OM-11

In OrderManagement>Setup > Orders >Sources

OM DocumentSequences for OrderNumbering Setup

Define Document Sequences for OrderNumbering:

AOL Document sequence functionality is usedfor order numbering.The following options are available for ordernumbering: Define document sequences that

automatically generate numbers for theorders and returns are entered. Ordersand return numbers cannot containalphabetical characters.

Define a document sequence as gaplessto prevent deletion of orders that havebeen numbered.

Define a document sequence as manualand assign it to a desired order type.

For XYZ - Order Management has setup thefollowing;INTERNAL - 5000000STANDARD - 1000000RMA - 9000000

Set the profile option Sequential Numbering toAlways Used at the Order Management

Application level.

Note: When Transaction Order Types aredefined, a corresponding Document SequenceCategory will automatically be created. Thecategory created has the same name as the


If you need tochange thenumbering,you need toset theeffective todate on thesource andcreate a newrecord with thesame sourcename.

If you need toadd a newsource, youhave tochange theorder typesthat you wantto associatewith this new

source to thenew source.

g yorder type. Navigate to the AOL Assigndocument Sequence Menu(Setup>Documents>Assign Sequence) toassign a sequence to the newly createcategory. If the Document Descriptive Flexfieldis enabled, specify the Set of Books.

OM-12

OM-12

In OrderManagement>Setup > Orders >Order Import

Define Order Import Sources: (Optional)

Order Import sources are used to identifywhere sales order information is created(Oracle Order Management, an external ordersystem, etc.).For XYZ - Order Management has setup thefollowing additional sources to Oraclesstandard :ConversionInternal


OM-13

OM-13

In OrderManagement>Setup > UOM > Units

Define Units of Measure:

Units of Measure and Units of MeasureClasses are defined by Oracle Purchasing.Units of Measure are defined for tracking,moving, storing, weighing and counting items. Each item must have a primary unit ofmeasure.Units of Measure Classes represent groupsof measurewith similar characteristics, such as Volume orLength.

For XYZ has defined the following Units ofMeasure;

Class Unit of Measure Base UnitLENGTH FEET YesTIME SECOND Yes MINUTE No HOUR No DAY No WEEK No MONTH No QUARTER No

YEAR No


Review the unitof measureclasses andunit ofmeasure thathave beendefined byXYZ.Createadditional unitof measureclasses or unitof measure ifnecessary.

OM-14

OM-14

In Inventory > Setup> Items

Define Item Information:

Item Attribute controls, templates, categoriesand statuses are set up in this step.

Useable Review On-site

Review theitem attributes

item attributescontrol

OM-15

OM-15

In Inventory > Items >Master Items

Item AttributesAppendix in theOracle OrderManagementReference Manualfor more informationon which itemattributes areapplicable for OracleOrder Management.

Enter Items:

Items can be entered into inventory by OracleInventory or Order Management.

Set up the Cost of Goods Sold AccountingFlexfield combination (COGS Account) foreach item.


OM-16

OM-16

In Bills of Material Define Configurations: (Optional)

This step is required if you are usingconfigurations or kits in Oracle OrderManagement.Oracle Order Management Release 11i utilizesOracle Bills of Material (BOM) functionality forconfigurations and kits.

Model and option class BOMs are used todetermine the options customers can choosefrom to order a unique configuration of amodel.Each model, option class, option item, kit,standard component, and included item mustbe defined as an item.

For XYZ - No Configuration has beenpredefined.Configurations are specific to eachimplementation and are usually entered by theInventory users.

Not Configured

OM-17

OM-17

In OrderManagement>Pricing> PricingFormulas

Define Pricing Formulas

Prices can be based on formulas which aremathematical expressions that the pricingengine uses to determine the list prices of

items and the discounts that apply to thoseitems.

NotConfigured

OM-18

OM-18

In OrderManagement>Pricing > Price Lists

Setup Pricing:

An item must be defined on a Price List beforean Order can be entered.Oracle Order Management determines the


OM Basic PricingTraining

price of an item using Price Lists. A price listcontains all the items a business sells(including Services). Prices can be discounted manually bycustomer, by item, etc. For XYZ - OrderManagment has defined the following PriceList;Standard Price List

For Basic Pricing Attributes, OrderManagement comes preseeded with values. Set the Profile Option QP:Unit PricePrecision Type to default the precision for theprice list.

OM-19

OM-19

In OrderManagement>Setup>Customers > ProfileClasses

OM Customer ProfileClass Training

Define Customer Profile Classes:(Optional)

Customer Profile Classes are used to assigndefault credit information to customers, forcredit checking purposes.Once defined, a Profile Class is assigned to acustomer during customer setup. The profileclass, for a specific customer, can becustomized using the Maintain CustomerProfiles screen.Before defining customer profile classes,Receivables System Options must besetup.XYZ Receivables is set up with a DEFAULTCustomer Profile. The default if chosen willautomatically default information into aparticular customer. You will probably need todefine additional profile classes, depending onthe complexity of your requirements.


OM-20

OM-20

In OrderManagement>Customers >Standard

OM Customer Entryand MaintenanceTraining

Enter Customers and Relationships:

Customers must be entered to define ship-to &bill-to address, contacts & telephone numbers,order type, sales channel, price list, etc. Also,each customer is assigned a profile class thatis used for credit checking purposes.Customer Relationships are associationsbetween customers that allow Relatedcustomers to share Primary customersagreements, commitments, ship to and bill toaddresses. Relationships also allow Primarycustomers to apply payments to Relatedcustomers invoices.One-way hierarchical relationships or two-wayreciprocal relationships can be definedb t t


Note : whencreating newcustomers,make sure thatthe customerhas at least 1primary bill-toand 1 primaryship-toaddress.

between customers.

OM-21

OM-21

In Inventory Define Item Cross References:

Define item cross references for ordering bycustomer part number, UPC, or any genericitem number.

Not Configured

OM-22

OM-22

In Advanced SupplyChain Planning

Define Sourcing:

Define the sourcing rules for scheduling supplychain ATP functions.

Not Configured

OM-23

OM-23

In OrderManagement>Pricing > PricingAgreements

Define Agreements:

Establish agreements with customers thatdefine prices, payment terms and freight termsthat are negotiated.

NotConfigured

OM-24

OM-24

In OrderManagement>Setup > Transactiontypes > Define

OM TransactionTypes Setup

Define Transaction Types (Order and LineTypes):

Use Transaction Types to classify orders andreturns. Order Types increase the efficiencyof entering orders by assigning standard pricelists, standard defaulting rules, order lines,return lines, line types, workflow assignments,payment terms and freight terms to each typeof order.

For XYZ - the following Order Types havebeen defined.Standard ShipInvoice OnlyShip no ChargeInternalEvaluationEvaluation with PurchaseQuoteService OnlyRMA with CreditRMA no CreditRMA Credit Only

Set up the Cost of Goods Sold AccountingFlexfield combination (COGS Account) for theTransaction Order Type.


OM-26

OM-26

In OrderManagement>Setup > Rules >Security> ProcessingConstraints

Define Processing Constraints:

Processing rules prevent users from adding,updating, deleting and canceling order orreturn information beyond certain points in

d l U th t i t O d


Review theP i

OM ProcessingConstraints Setup

your order cycles. Use the constraints OrderManagement provides, which prevent dataintegrity violations, or create your own.

ProcessingConstraints toensure that theconstraints fitscustomersbusinesspractice.

OM-27

OM-27

In OrderManagement> Setup> Rules > Defaulting

OM Defaulting RulesSetup

Define Defaulting Rules:

Defaulting rules to determine the source andprioritization for defaulting order information toreduce the amount of information that must beentered manually in the Sales Orders window.

Defaulting Rules are assigned to an Order andLine Processing Workflows.You can create as many different rules andconditions as a business requires.


Review theDefault Ruleset to ensurethat thedefaulting rulefits customersbusinesspractice.

OM-28

OM-28

In OrderManagement>Pricing > Discounts

OM Modifiers Setup

Define Modifier:

Modifiers allow for the setup of priceadjustments (i.e. discounts and surcharges)and freight and special charges that thepricing engine applies immediately to pricingrequests or accrues for later disbursement. Byusing Modifiers, you can: Setup a modifier list with multiple modifier

lines Create eligibility rules for modifiers by

assigning list and line level qualifiers. For XYZ - Order Entry has setup the followingDiscounts;XYZ Discretionary Order DiscXYZ Discretionary Line DiscXYZ Eval Discount


OM-29

OM-29

In OrderManagement>

Setup> Rules >Credit

OM Credit RulesSetup

Setup Credit Checking:

Order Management automatically credit checkscustomer orders and place a hold on ordersthat violate credit rules. Customer profile classes maintain individualcredit profiles for customers and customersites. They specify the maximum single orderlimit and the maximum total credit balance foreach customer or site. You can also define the rules that OracleOrder Management uses to calculate acustomer or site's total credit balance.Oracle Order Management can perform credit


Oracle Order Management can perform creditchecking at order booking, pick release, orboth, and on all or some of your orders.If you have credit checking activated at orderbooking and you update the price list, orderedquantity, order line price, payment terms, orschedule date on a booked order, OracleOrder Management automatically performscredit checking, removing or applying thecredit hold as appropriate. If credit checking is activated at Pick Release,when the order lines are eligible, Oracle OrderManagement checks credit and applies orremoves a credit hold as appropriate. Orderson credit hold are not released until the hold isremoved.Only responsibilities with the appropriateauthority can manually remove a credit checkhold. Credit Checking must be enabled on an ordertype, a payment term, and for a customer to beactivated.

XYZ has included a credit check rule namedXYZ Credit Check that includes the following:

Include Open Receivables BalanceInclude Uninvoiced OrdersInclude Orders Currently On Hold

OM-30

OM-30

In OrderManagement :Setup : Orders :Holds

OM Holds Training

Define Holds:

Holds stop the processing of orders andreturns. They can be applied to a specificorder, customer or item.Responsibilities must be specified to apply orremove holds.For XYZ - Order Entry has setup the followingHolds:

Credit Check FailureGSA Violation


OM-31

OM-31

In OrderManagement>Setup> Attachments>Documents

Define Attachments : (Optional)

The Attachment feature includes.1. Standard Document Attachments setup.2. Adding free form test to order, order lines,

returns, and return lines.3. Attaching all types of attachments

including graphics, free form text andHTML pages.

4. Specifying Attachment rules for automatic


In OrderManagement>Setup>

4. Specifying Attachment rules for automaticattachments. Multi-lingual support fortranslation purposes.

For XYZ no notes have been defined.

Define Document Categories :

You must define at least one documentcategory to use attachments in OrderManagement

OM-32

SHP-5

In OrderManagement>Setup> Shipping>Lookups

Define Shipping Lookups

Define Lookups that provide custom values formany list of values throughout the ShippingExecution application.

Oracle provides seeded values. Add values tomeet clients business requirements.

Define Freight Costs Type Lookups


OM-33

SHP-6

In OrderManagement>Setup> Shipping >Shipping Parameters

OM ShippingParameters Setup

Shipping Parameters

You can define the default parameters usedthroughout a specific warehouse(organization). The shipping parametersconsist of the following:

1. General Parameters shipping units ofmeasure2. Pick Release Parameters release rules,pick slip grouping rules, release sequencerules, and printing parameters.Shipping Transaction Parameters automaticor manual weight and volume calculations,container volume calculations, containerInventory control, and goods dispatched(COGS) account.Deliver Grouping Parameters group delivery

lines for a delivery.

XYZ has the following shipping-generalparameters definedGeneral Weight UOM Class: WEIGHT Volume UOM Class: VOLUME Percent FillBasis: Weight


Pick Release Release SequenceRule: XYZ Sample Pick Slip GroupingRule: XYZ PICK SLIP GROUP Print Pick Slip: Immediate Default Pick Release DocumentSet: All Pick Release Documents Autocreate DeliveryCriteria: Across Orders Default StageSubinventory: FGI Default Stage Locator: Number of Pick Lines Auto Detail: No AutoCreateDeliveries: No

Shipping Transaction Default Delivery DocumentSet: Ship Confirm Documents Weight/VolumeCalculation: Manual Container InventoryControl: Optional Enforce Packing inContainers: No Pack Slip Required: Goods Dispatched Account: Freight Class Category Set: Commodity Category Set:

Delivery Grouping Attributes

OM-34

SHP-7

In OrderManagement>Setup> Shipping >Freight > DefineFreight Carriers

OM Freight CarrierSetup

Define Freight Carriers:

Freight Carriers are the valid freight carriersfor shipping items to customers.Note: Freight costs are charged to the FreightAccount specified by the AutoAccounting rulein Oracle Receivables (not the freight accountassigned to each freight carrier). The freightcarrier freight account is used by OracleInventory for intra-organization transfers.

XYZ has defined several common carriers suchasDHL FED-EX AIRBORNE UPS


Note : If youneed to createnew freightcarriers, makesure that thefreight carriercodes definedin OrderManagementmatch those in

DHL FED EX AIRBORNE UPS match those inInventory,otherwise youmay havetransactionsstuck in theinventoryinterface table.

OM-35

SHP-7

In OrderManagement>Setup> Shipping >Freight > DefineFreight Cost Types

OM Freight CostsSetup

Define Freight Cost Types:

Freight Costs are used during shippingconfirmation to provide suggested freightcharge amounts for an order. For XYZ One Generic Cost has been pre-defined :Freight

Note: Freight Cost Lookups must bedefined.


OM-36

SHP-8

In OrderManagement>Shipping> Setup > Document>DocumentSets

OM ShippingDocument SetsSetup

OM Shipping PrintersSetup

In Order

Managment>Shipping> Setup >Document> ChoosePrinters

Define Document Sets: (Optional)

Group documents and other reports into setsso that you can run shipping document setsfrom the Confirm Shipments screen and PickRelease Orders screen.In the Shipping Parameters: ShippingTransaction tab, specify a Document set inthe Default Delivery Document Set field. In theShipping Parameters: Pick Release tab,specify a document set in the Default PickRelease Document set field.

Setup Shipping Document Printers:

Oracle Order Management allows you tocontrol printers that can be used for printing

shipping documents. Printers can be assignedby site, application, responsibility or user. Each shipping document must be assigned toat least one printer at the application level.For XYZ - Shipping documents have beenassigned to example printers. Users mustchange this assignment to reference theirprinters.


OM-37

SHP-9

In Order Entry :Setup : Shipping :Release SequenceRules

Release Sequence Rules

You can define Release Sequence Rules tospecify the order in which eligible picking linesare released during Pick Release. The order inwhich picking lines are released using aRelease Sequence Rule is based on five

tt ib t d b t t di i i


attributes: order number, outstanding invoicevalue, schedule date, departure date, andshipment priority.

XYZ has included the following releasesequence rules :XYZ SAMPLE with the following priority Priority Ascending DescendingOrder 1 xOutstanding InvoiceValue xSchedule Date 2 xDeparture Date 3 xShipment Priority 4 x

OM-38

In OrderManagement>Setup> Shipping >Picking> DefineRelease Rules

Release Rules

The Release Rules window defines and savespicking criteria that can be used when runningPick Release.

For XYZ no release rules have been defined.

NotConfigured

OM-39

SHP-10

In OrderManagement>Setup> Shipping >Picking> Define PickSlip Grouping Rules

Pick Slip Grouping Rules

You can define grouping rules to determinehow released picking lines are grouped ontopick slips. Grouping rules allow you to specifythe criteria by which released picking lines are

grouped. Select from the following criteria:order number, carrier, subinventory, shipmentpriority, customer, departure, ship to, anddelivery.

XYZ has the following pick slip grouping RulesdefinedXYZ PICK SLIP GROUP which groups pick slipby order number


OM-40

SHP-11

In OrderManagement>Setup> Shipping >Define Exceptions

Define Shipping Exceptions

You can define exceptions, processes forexception handling, log exceptions, associatestatus to exceptions at various stages in thelogging and handling process, start exceptionhandling, and view and track exceptions.

Not Configured

OM SHP I O d f C N t C fi d

OM-41

SHP-12

In OrderManagement>Setup> Shipping >Calendars> Enter

Define Transportation Calendars

Define both shipping and receiving calendarsto designate when your customers, customersites, suppliers, suppliers sites, and internalorganizations can ship and/or receive.

The following must be set up prior to defining atransportation calendar. The Workday calendar assigned to a

shipper, receiver, or carrier must bedefined in BOM.

The start and end dates of the calendarmust be defined.

The locations shipping and non-shippingpatterns must be defined.

Not Configured

OM-42

SHP-13

In OrderManagement>Setup> Shipping :Container-LoadDetails

Container-Load Relationships

You can define the relationship betweencontainer items and load items to specify whichand how many items can be contained withinother items. Container items are items that cancontain other items. Load items are items thatcan be loaded into a container.

For XYZ no container load relationships havebeen defined

Not Configured

Posted 3rd October 2012 by Krishnareddy

Enter your comment...

Comment as: Google Accoun

Publish

Preview

0 Add a comment

OM Configuration Guide

Documents

Transcript of OM Configuration Guide