Order Management Config - 'R12.1' - 03-05-2011 17-27

Order Management

Application Configuration

Configuration Run

Run Date 03-MAY-2011

Run Time 17:27:34

ConfigSnapshot Version 3.2.0.0

document.docx Page 1

Generated By ConfigSnapshot

Contents1 General.................................................................................................................................................... 3

1.1 Order Import Sources.................................................................................................................................................................31.2 Order Holds................................................................................................................................................................................41.3 Sales Credit Types.....................................................................................................................................................................41.4 Defaulting Condition Templates..................................................................................................................................................51.5 Defaulting Attribute Rules...........................................................................................................................................................51.6 Validation Templates..................................................................................................................................................................51.7 Record Sets................................................................................................................................................................................61.8 Processing Constraints...............................................................................................................................................................71.9 Credit Checking Rules................................................................................................................................................................81.10 Credit Usage Rules...............................................................................................................................................................81.11 Credit Profiles........................................................................................................................................................................81.12 System Parameter Definition...............................................................................................................................................101.13 Quick Codes........................................................................................................................................................................101.14 Profile Options.....................................................................................................................................................................11

2 Operating Unit........................................................................................................................................ 112.1 System Parameters..................................................................................................................................................................112.2 System Parameter Values........................................................................................................................................................112.3 Transaction Types....................................................................................................................................................................112.4 Payment Types.........................................................................................................................................................................142.5 Item Orderability Rules.............................................................................................................................................................15

3 Filter Summary....................................................................................................................................... 154 User Filter Summary.............................................................................................................................. 155 Warnings Found..................................................................................................................................... 156 Errors Found.......................................................................................................................................... 15



1 General

1.1 Order Import Sources

Menu Path: Setup > Orders > Import Sources

Order Import Source Description Enabled AIA Enabled



1.2 Order Holds

Menu Path: Setup > Orders > Holds

Field Name Value

Hold Name

Description

Type

Workflow Item

Workflow Activity

Hold Included Items

Progress Workflow on Release

Apply To Order And Line

Date From

Date To

Flexfield

Responsibility Authorized Action Date From Date To Flexfield

1.3 Sales Credit Types

Menu Path: Setup > Sales > Credit Types

Credit Type Description Quota Enabled Flexfield



1.4 Defaulting Condition Templates

Menu Path: Setup > Rules > Defaulting

Entity

Field Name Value

Entity

Field Name Value

Condition Name

Description

Seeded

Group Attribute Validation Operation Value String

1.5 Defaulting Attribute Rules

Menu Path: Setup > Rules > Defaulting

Entity Attribute

Field Name Value

Entity

Defaulting Sequence

Attribute

Include In Building Defaulting Conditions

Field Name Value

Precedence

Defaulting Condition

Enabled

Seeded

Sequence Source Type Default Source/Value

1.6 Validation Templates

Menu Path: Setup > Rules > Security > Validation Template



Field Name Value

Entity

Template Name

Seeded

Short Name

Description

Validation Type

WorkFlow

API

Table

Validation Semantics

Item Type

Activity

Status

Result

API Package

API Procedure

Column Validation Operation Value String

1.7 Record Sets

Menu Path: Setup > Rules > Security > Record Sets

Field Name Value

Entity

Seeded

Record Set

Short Name

Description

Based On Primary Key?

Column



1.8 Processing Constraints

Menu Path: Setup > Rules > Security > Processing Constraints

Entity

Field Name Value

Entity

Field Name Value

Operation

Attribute

User Action

Applies To

System Changes

User Changes

Enabled

Seeded/System

Group Scope Validation Entity Record Set Not Validation Template Enabled Seeded/System

User Message

Responsibility



1.9 Credit Checking Rules

Menu Path: Setup > Rules > Credit

Field Name Value

Rule

Date From

Date To

OPTIONS

Credit Check Level

Credit Hold Level

Override Manual Release

Days To Honour Manual Release

Conversion Type

Check Item Categories

Send Hold Notifications

EXPOSURE

User Pre-Calculated Exposure

Include External Credit Exposure

Include Open Receivables Balance

Include Payments At Risk

Open Receivables Days

Include Uninvoiced Order

Include Freight And Special Charges

Include Tax

Include Orders Currently On Hold

Include Returns

Scheduled Shipping Horizon Days

Maximum Days Past Due

[]

Flexfield

1.10 Credit Usage Rules

Menu Path: Setup > Credit > Define Usage Rules

Field Name Value

Usage Rule Set Name

Global Exposure

Flexfield

Usage Type Currencies Exclude Flexfield



1.11 Credit Profiles

Menu Path: Setup > Credit > Define Credit Profiles

Field Name Value

Profile

Credit Profile Type

Enabled

Operating Unit

Item Category

Effective Date From

Effective Date To

Credit

Credit Rating

Tolerance

Next Review Date

Credit Check

Credit Hold

Currency Order Credit Limit Overall Credit Limit Flexfield



1.12 System Parameter Definition

Menu Path: Setup > System Parameters > Define

Parameter Code Name Description Seeded Enabled Category Value Set Open Orders Check

1.13 Quick Codes

Menu Path: Setup > Quick Codes > Order Management

Field Name Value

Type

Meaning/User Name

Application

Description

Access Level

Security Group

View Application

Code Meaning Description Tag From To Enabled Flexfield



1.14 Profile Options

Menu Path: Profiles > System

Profile Option Level Level Value Second Level Value Value

2 Operating Unit

2.1 System Parameters

Menu Path: Setup > Parameters

Field Name Value

Operating Unit

Item Validation Organization

Customer Relationships

Audit Trail

Margin Calculation

Enable Freight Rating

Enable Ship Method

Flexfield

2.2 System Parameter Values

Menu Path: Setup > System Parameters > Values

Category Parameter Value

2.3 Transaction Types

Menu Path: Setup > Transaction Types > Define

Transaction Type

Field Name Value

Transaction Type

Description



Sales Document Type

Date From

Date To

Transaction Type Code

Order Category

Order/Fulfilment Workflow

Negotiation Workflow

Default Transaction Phase

Layout Template

Contract Template

Retain Document Number

MAIN

Document

Agreement Type

Default Return Line Type

Default Order Line Type

Sales Document Type

Agreement Required

Purchase Order Required

Pricing

Price List

Enforce Price List

Minimum Margin Percent

Credit Check Rule

Ordering

Picking/Purchase Release

Packing

Shipping

SHIPPING

Warehouse

Shipping Method

Shipping Priority

Freight Terms

FOB

Shipping Source Type

Demand Class

Scheduling Level

Auto Schedule

Inspection Required

Line Set

Fulfilment Set

FINANCE

Rule

Invoicing Rule

Accounting Rule

Source

Invoice Source

Non Delivery Invoice Source

Credit Method For

Invoice With Rules

Split Term Invoices

Receivables Transaction Type

Cost Of Goods Sold Account

Tax Event



Currency

Conversion Type

[]

Flexfield

Flows

Line Type Item Type Process Name Start Date End Date

Approval Lists

Field Name Value

List Name

Description

Transaction Phase

Date From

Date To

Flexfield

Sequence Role Active Flexfield



2.4 Payment Types

Menu Path: Setup > Orders > Payment Types

Payment Type Name

Description Payment Type Code Receipt Method Start Date End Date Enabled Defer Credit Check

Flexfield



2.5 Item Orderability Rules

Menu Path: Setup > Rules > Item Orderability

Field Name Value

Criteria

Item

Item Category

Enabled

Generally Available

Rule Level Rule Level Value Enabled Flexfield

3 Filter Summary

No Filters Applied

4 User Filter Summary

No Filters Applied

5 Warnings Found

No Warnings Encountered

6 Errors Found

No Errors Encountered



Order Management Config - 'R12.1' - 03-05-2011 17-27

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