Setup involves several phases, including setting up other integrated applications, which include Oracle General Ledger, Oracle Receivables, and Oracle Inventory. Some setup steps are optional, depending on whether you have the integrating applications installed and whether you use the associated feature. For example, if your business supports drop shipments, you should also setup Oracle Purchasing. If you sell models and kits, setup Oracle Bills of Material and Oracle Configurator.
If you are using a
multiple organization structure, your system administrator must set the
parameter OM: Item Validation Organization. This enables Order
Management to default code and revenue account information accurately.
Oracle Applications
Implementation Wizard
If you are
implementing more than one Oracle Applications product, you may want to use the
Oracle Applications Implementation Wizard to coordinate your setup activities.
The Implementation Wizard guides you through the setup steps for the
applications you have installed, suggesting a logical sequence that satisfies
cross-product implementation dependencies and reduces redundant setup steps.
The Wizard also identifies steps that can be completed independently by several
teams working in parallel to help you manage your implementation process most
efficiently.
You can use the
Implementation Wizard as a resource center to see a graphical overview of setup
steps, read outline help for a setup activity, and open the appropriate setup window.
You can also document your implementation, for further reference and review, by
using the Wizard to record comments for each step.
Set Up Oracle
Applications Technology
The setup steps in
this chapter tell you how to implement the parts of Oracle Applications
specific to Oracle Order Management.
The Implementation
Wizard guides you through the entire Oracle Applications setup, including
system administration. However, if you do not use the Wizard, you need to
complete several other setup steps, including:
- Performing system-wide setup tasks, such as
configuring concurrent managers and printers
- Managing data security, which includes
setting up responsibilities to enable access to a specific set of
business data and transactions, and assigning individual users to one or
more of these responsibilities
Also, if your
product uses Oracle Workflow, for example, to manage the approval of business
documents or derive Accounting flexfield values via the Account Generator, you
need to set up Oracle Workflow.
Setup Steps
Step 1
Flexfields
Define key and
descriptive flexfields to capture additional information about orders and
transactions.
This step is
required for Key Flexfields, and optional if you plan on using the
functionality surrounding Descriptive Flexfields. Several defaulting values are
provided.
See: Flexfields
Appendix.
Step 2
Multiple
Organizations
Define multiple
organizations in Oracle Inventory. This step is optional.
Step 3
Inventory
Organizations
Define inventory
organizations (warehouses), parameters, subinventories, and picking rules in
Oracle Inventory.
You must define at
least one item validation organization and at least one organization that acts
as an inventory source for orders fulfilled internally. If you plan to drop
ship some orders, you must also define at least one logical organization for
receiving purposes. Your item validation organization can be the same as your
inventory source or your logical receiving organization, but you cannot use one
organization for all three purposes. See Step 5 for setting your item
validation organization.
This step is
required.
Step 4
Profile Options
Define profile
options to specify certain implementation parameters, processing options, and
system options.
This step is
required.
Step 5
Parameters
Set your Order
Management Parameters to validate items, enable customer relationships, and
operating unit defaults.
Step 6
Invoicing
Define invoicing
information, including payment terms, invoicing and accounting rules,
Autoaccounting parameters, territories, and invoice sources.
This step is
required if you plan on transferring invoicing information to Oracle
Receivables. Several defaulting values are provided.
Step 7
Salespersons
Define information
on your sales representatives.
This step is
optional.
Step 8
Tax
Define tax
features, such as codes, rates, exceptions, and exemptions.
This step is
required.
Step 9
QuickCodes
Define QuickCodes
that provide custom values for many lists of values throughout Order
Management.
This step is
required if you plan on creating user defined Quickcodes for utilization within
Order Management. Defaulting values are provided.
Step 10
Workflow
Define order and
line processing flows to meet different order and line type requirements.
This step is
required.
See: Using Oracle
Workflow in Oracle Order Management, Release 11i.
Step 11
Document Sequences
(Order Numbering)
Define Document
Sequences for automatic or manual numbering of orders.
This step is
required.
Step 12
Order Import
Sources
Define sources for
importing orders into Order Management.
This step is
required if you plan on importing orders or returns into Order Management.
Step 13
Units of Measure
Define the units of
measure in which you supply items.
This step is
required.
Step 14
Item Information
Define item
information, including item attribute controls, categories, and statuses.
This step is
required.
Step 15
Items
Define the items
that you sell, as well as container items.
This step is
required.
Step 16
Configurations
Define the
configurations that you sell.
This step is
required if you plan on generating orders or returns for configured items.
Several defaulting values are provided.
Step 17
Pricing
Define price lists
for each combination of item and unit of measure that you sell. Optionally, you
can define pricing rules and parameters to add flexibility.
This step is
required.
Step 18
Customer Classes
Define customer
profile classes.
This step is
required if you plan on using the functionality surrounding Customer Profiles.
Several defaulting values are provided.
Step 19
Customers
Define information
on your customers.
This step is
required.
Step 20
Item Cross
References
Define item cross
references for ordering by customer part number, UPC, or any generic item
number.
This step is
required if you plan on using the functionality surrounding item cross
referencing. Several defaulting values have been provided.
See Also
Step 21
Sourcing
Define your
sourcing rules for scheduling supply chain ATP functions.
This step is
optional.
Step 22
Order Management
Transaction Types (Order and Line Types)
Note: Previous versions of this user's guide
referred to Order Management Transaction Types as either transaction types
or order or line transaction types. In an effort to distinguish between
the various Oracle Transaction types available, Order Management Transaction
types will now be referred to as either OM Order or Line Transaction Types.
Define Order
Management transaction types to classify orders and returns. For each order
type, you can assign a default price list, defaulting rules, order lines,
return lines, line types, workflow assignments, payment terms, and freight
terms.
Note: Order Management provides NO seeded
OM transaction types. For existing Oracle Order Entry customers, Order
Management will update existing Order Types to OM transaction type
during the upgrade process.
This step is
required.
Step 23
Cost of Goods Sold
(COGS)
Set up your Cost of
Goods Sold Accounting Flexfield combination (COGS Account) in Oracle Inventory.
This step is
required if you plan on utilizing the functionality surrounding COGS.
See: Oracle
Inventory User's Guide.
Step 24
Processing
Constraints
Define processing
constraints to prevent users from adding updating, deleting, splitting lines,
and cancelling order or return information beyond certain points in your order
cycles. Use the constraints Order Management provides, which prevent data
integrity violations, or create your own.
This step is
optional. Several default values for processing constraints have been defined.
Step 25
Defaulting Rules
Define defaulting
rules to determine the source and prioritization for defaulting order
information to reduce the amount of information you must enter manually in the
Sales Orders window.
This step is
optional. Several Defaulting rules and corresponding values for have been
defined.
Step 26
Credit Checking
Define your credit
checking rules.
This step is
required if you plan on performing any type of order credit checking.
Step 27
Holds
Define automatic
holds to apply to orders and returns.
This step is
required if you plan on performing automatic hold for orders or returns.
Step 28
Attachments
Define standard
documents to attach automatically to orders and returns.
This step is
optional.
Step 29
Freight Charges and
Carriers
Define freight
charges and freight carriers to specify on orders.
This step is
required if you plan on charging customers for freight or additional order
charges.
Step 30
Shipping
Define shipping
parameters in Oracle Shipping Execution.
This step is
required.
Oracle Training Administration
Users
Please refer to the
Oracle Training Administration User's Guide for additional Order Management
Setup Steps.
Oracle Process
Manufacturing Users
Please refer to the
Oracle Process Manufacturing User's Guide for additional Order Management Setup
Steps.
