·
Transaction
Types / Order types are used to associate workflows for various phases of sales document
processing.
·
Transaction
Types can be used to create various order types like Standard Order, Return
etc., and associate them to various sales document types like Quotes, Sales
Agreement etc.
·
Transaction
Types have to defined for each operating unit.
Order type details are stored in the following table:
select * from apps.oe_transaction_types_tl
where transaction_type_id=oe_order_headers_all.order_type_id
·
In the Operating
Unit field on the header, select an operating unit from the list of values.
·
If Multi-Org Access
Control is enabled, Transaction Types can be managed across all Operating Units
accessible to you via your MO:Security Profile
·
In the Sales
Document Type, select Sales Order or Sales Agreement.
·
In the Order Category field, select a
category from the list of values. For Order Types, you can specify a value of
Order, Return, or Mixed. For Line Types you can specify Order or Return.
·
When an order type is assigned to an
order, the category determines whether both order and return lines can go on
the order. A category of Mixed enables an order to have both kinds of lines
i.e. outbound and inbound.
·
In the Default Order Line Type field,
select an order line type from the list of values.
·
In the Price List field select a
price list from the list of values to serve as a defaulting source. The list of
values displays global price lists and price lists defined for the Operating
Unit selected.
·
On the Main Tab in the Credit Check
Rule Region:
In the Ordering field, select an ordering credit check
rule from the list of values. This field is optional.
·
Warehouses are synonymous with
inventory organizations in Oracle Manufacturing.
·
Select the appropriate Shipping
Method from the list of values.
·
The Shipment Priority field gets its
values from Quick Codes.
·
Freight Terms are defined using Order
Management QuickCodes.
·
Select the Scheduling Level for the Transaction
Type.
·
In the Source Region on the Finance
tab, within the Invoice Source field, select a Source from the list of values.
·
Select the receivables transaction
that you would want to be created when data is interface to Accounts
Receivables.
·
Select the COGS account from the list
of values
·
Select the Tax Event from the LOV. To
specify when the tax would be calculated for the sales order line.
· Assign Line Transaction Types to the Order Transaction Type.
· Combination of the OrderType, LineType, ItemType and Process Name determine the line Workflow
Refer the blog post for Complete
OM setups
