Define Document Sequences for Order
Numbering
Order
Management uses AOL Document Sequence functionality for order numbering. You
can define document sequences that automatically generate numbers for your
sales documents as you enter them. You can define a single document sequence to
assign unique consecutive numbers to all your sales documents, or you can
define multiple document sequences that are assigned to different order types.
In the latter case, an order or return is uniquely identified by its type and
its number, since sales documents of different types may share numbers. Sales
document numbers cannot contain alphabetic characters.
To define document sequences for order numbering:
1. Navigate to the Document Sequences window. Order
Management > Setup >
Documents > Define.
2.
You can define
the sequence to be Automatic, Gapless or Manual.
• Automatic: The system automatically increment document
numbers. Automatic sequences do not guarantee contiguous numbering.
• Gapless: The system guarantees that the numbers returned
are contiguous.
• Manual: The user must specify a unique document number.
For all types of numbering, Order Management validates
that the number specified by you is unique for a given order type.
For more information on AOL Document Sequences, see the Oracle
Applications
System Administrator's Guide - Configuration, Document
Sequences.
3.
Enter a name
for the document sequence. Specify Oracle Order Management as the Application.
4.
Enter a
starting number.
5.
Optionally,
enter effective dates for the document sequence.
6.
Save your
work.
Note: When sales document Types are
defined, a corresponding Document Sequence Category will automatically be
created for order types and not for line types. The category created has the same
name as the order type. You must navigate to the AOL Assign Document Sequence
window to assign a sequence to the newly created category. If the Document
Descriptive Flexfield is enabled, you need to specify the governing ledger. The
Document Method code should be left blank.
Now how to assign this document
sequences to the order types?
A
document category is a specific type of document such as a sales order or a
purchase order. These are used in many Oracle applications for key entities. In
Order Management whenever you create an order transaction type the system
automatically creates a document category with the same name attached to it,
then two document sequence categories are created: one, with the same name as
that of the transaction type and the other with the same name as transaction
type but appended with the string '-quote'. This is used to assign the
numbering sequence to the order type.
Assign
document sequences
After defining document sequences and categories, assign document sequences to document categories. Assigning sequences is application and category specific.
You cannot change a document category definition. If you find incorrect information, create a new category with the correct information, re-assign document sequences to the new category, and disable the old category. Either leave alone the existing Category or Disable it cautiously since it may affect other documents using the setting. For that reason disabling cannot be undone.
After defining document sequences and categories, assign document sequences to document categories. Assigning sequences is application and category specific.
You cannot change a document category definition. If you find incorrect information, create a new category with the correct information, re-assign document sequences to the new category, and disable the old category. Either leave alone the existing Category or Disable it cautiously since it may affect other documents using the setting. For that reason disabling cannot be undone.
