oracle order management tables

Order Management validates individual fields as they are entered. Note: Additionally, Ship To is no longer a required attribute for return and service orders, and the payment terms attribute is no longer required for return orders. Based on the default source type selected, either select the default sources or enter default values in the Default Source/Value field. Prior versions of the quote or order can be accessed by accessing the Version History window. Order Management provides many ways to speed the process of data entry. See Oracle Contracts Function Security. After applying a Contract Template to a contract, you can choose to remove all the clauses and sections that are in the contract. The main region has the following fields displayed: Customer Name, Order Type, Customer PO, Order Number, Subtotal, Tax, Charges, and Total, telephone Number, and E-mail. Enter an effective date for the transaction type in the Effective Dates field. You can use the Order Import Correction Payments window to examine the order and optionally correct data if it fails the import process. No or NULL (the default): E-mail address is not required when defining or updating either a customer or customer contact. Upon saving your usage rule assignments, a message is displayed to ask if you wish to cascade changes to usage rule assignments for existing customers with the Customer Profile Class you are saving. Compare Text: Click the icon to open the clause text and review differences between the current and library versions. Entered: If the sales agreement did not start from the negotiation phase, then the sales agreement will have an Entered status as the first status. These constraints are not seeded by default; they can be disabled or updated. There are two ways to create a non-standard clause. This window does not perform any validation. The Find window includes the quote-related attributes as mentioned below: Quote Number, Version, Offer Expiration, User Status, Transaction Phase, and Customer Location fields are on the Order Information tab of the Find window. Orders scheduled to ship after 45 days are not included when calculating exposure. Valid values for this profile option are: 1:Level 1; Print a limited subset of debug messages (level 1), 2:Level 2; Print a limited subset of debug messages, including level 1, 3:Level 3; Print a limited subset of debug messages, including levels 1,2, 4:Level 4; Print a limited subset of debug messages, including levels 1,2 3. Any of the following line details can be hidden: Options, Services, Adjustments, Related Items, and Pricing/Availability. If all lines within the set are fulfilled, the order line completes the fulfillment activity for all the lines within the fulfillment set. Search beta . A parameter exists, Contract Terms with a Yes or No value set. Select or enter a value for either: Ordered Item (the item number); item description displays. The user may require the notification five days before the offer expires. Note: Clauses marked as Mandatory cannot be deleted. Entering or updating a single clause instance affects only that clause. The TCA Data Sharing and Security (DSS) feature allows you to define rules around who can create, update or delete customer data.For more information please refer to the Oracle Trading Community Architecture Administration Guide. These attributes reference information in the Oracle Order Management application tables. Data is loaded into the ODS when you submit the APS ATP Data Collections Request Set. The following templates should be seeded for Sales Agreements and Sales Orders: Customer Accepted this condition should be based on when the Sales Agreement or Quote/Sales Order Workflow for customer acceptance has been completed and acceptance is attained. All original information tied to the item and the customer, such as original price and quantity, are also tracked. Administrators may have additional privileges that allow them to author non-standard clauses or remove contract terms. The CHANGE_REQUEST_CODE in the order header and lines interface tables specifies the type of the request. This folder can be saved to open as the default folder. You can set up parameter values at the operating unit level by specifying following attributes: Operating Unit: Select the operating unit from the available list of values for which parameter values are to be set. You can set the CANCELLED _FLAG to Y in the order headers interface table to cancel the entire order. Checking the Defer Pricing check box will delay Pricing. The OM Change Order item type has several attributes associated with it. You can also apply attachments manually by selecting the Actions button and then selecting Apply Automatic Attachments within the Sales Orders or Order Organizer window. This provides a control to allow or restrict changes to the parameter value once it is set for a given operating unit. Select the entity type you wish to enable document category attachments for. When the sales proposal is created, the system automatically assigns a Draft status to the proposal. After viewing the clauses to be added to the business document, you can either go back to the Questions page, that is, continue at step 3, or click Finish to exit the Contract Expert session and add the clauses on the page to the business document. The CTO Change Order item type identifies all CTO Change Order workflow processes available. Note: A Null value for this profile option is handled as if you selected the value FULL. Ensure that the order type you select includes the workflow activities discussed above. If the Document Descriptive Flexfield is enabled, you need to specify the governing ledger. You can receive in Oracle Purchasing's receiving module only if the item is returnable, shippable, stockable, and transactable. JDE table column ORDSLMET - Order Service Level Met (920 schema This structure should be the same across all applications in the same database. In the Non Delivery Invoice Source field, select a source from the list of values. Oracle Order Management Transaction Types Window Finance Tab. OE_AK_OBJ_WF_ITEMS. Locking the Sales Agreement or Quote/Sales Order and Related T's&C's. Navigate to the Sales Orders window and enter the customer information for the return. Enables you to modify seeded hold attributes. Title: A Dialogue on "Zero rating" and Network Neutrality. Data errors halt Export Compliance screening, and the data error must be corrected before further processing can occur. When an item is over-received in Oracle Purchasing, the RMA lines status is set to Received, which enables Order Management either to close the RMA line or to generate a credit, depending upon the workflow. For many business documents, you will maintain the same Contract Source for the entire contract life cycle, as in the following cases: For business documents which are always associated with a contract template and whose terms and conditions are always represented by Structured Terms, this means that you can use all the Oracle Contracts features and facilities throughout the contract life cycle. Extract PO acknowledgements and PO Change acknowledgements data from the Acknowledgement tables. Oracle R12 Apps - Order Management Tables & Descriptions - SlideShare Transaction numbering is controlled automatically by the Receivables AutoInvoice concurrent program. The following are the requests: You can request price and availability prior to entering the order details. The system displays a list of folders to select the clauses from. Optionally, RMA order flows can contain approval or hold steps just like sales order flows. Without closing this window, click the Tools option on the top menu bar. The table below describes Order Management seeded Hold Names, the associated Hold Type, and a description of the hold source. Existing quotes can be viewed/searched using Find Quote/Orders. Workflow Activity: Leave this field blank for generic holds. Order Management Tables | ORACLE APPS COMMUNITY Ship-To location code change--A ship to location code can be changed at the line level of an order by providing the new code in SHIP_TO_ORG_ID column. Bill To Address details are currently displayed within the following fields. The Ordered Item List of Values (LOV) is populated by listing all the items available in the item validation organization of the current operating unit. Oracle Order Managment Tables - DocShare.tips When you have created new validation templates or record sets, you will need to submit the Create Validation Packages concurrent program from the Tools menu to submit a concurrent request to create a validation package for all new or modified validation templates and record sets that may constitute a permitted validation combination. You can enter charges for order or order line levels. If the parameter for Customer Relationships is set to All Customers, when placing an order for Customer A: The eligible Ship To, and Deliver To locations are all customers and all of their ship-to sites and deliver-to sites respectively, within the first table. In order for your changes to be updated in the Oracle Contracts system, you must upload the offline document. F53750-01. If a line is deleted from the order, and a new item is entered, the Request Date field will continue to display the original system date and time stamp. The Document Method code should be left blank. Set the profile option Sequential Numbering to Always Used at the Order Management Application level. A quote closes automatically after offer expiration date has passed, and will be eligible for purge. Order Management accepts the following types of change requests that will initiate a purchase order acknowledgement: Header level-- PO number, PO date, change sequence, bill-to location, ship-to location (at the header level only), Line and shipment levels--Customer line number, item (supplier), customer item, quantity ordered, unit of measure, unit price, ship-to location, request date (customer), and promise date (supplier). If your search does not return any results, you can optionally create a new customer record. Warning: In standard reports, order-level notes print only at the header and footer levels; line-level notes print only in the report body. The following table lists the OM Change Order item type attributes. System scheduling always honors the Latest Acceptable Date . Since Credit Memos and Returns share reasons codes, departments controlling these documents should agree upon valid codes. When Ship To address is selected using this feature, the Bill To is defaulted using the Order Management defaulting rules. OE_ADJ_ATTRIB_EBS_LOG. If you have access to multiple Operating Units, and you want to enter an order in an Operating Unit that is not your default, you should pick the appropriate Operating Unit from the list of values before specifying any other information. The POAO and POCAO processes update the dates on the order's and order line's master tables to indicate when the acknowledgement is extracted. Processing constraints can prevent certain changes, but can also be set up to perform actions based on those changes. You control on an item-by-item basis which items are returnable and which items require inspection before being delivered to inventory. Note: If the address information is already entered in the Address Information section of the Quick Sales Orders window that information is displayed in the Address Details window whenever this window is opened. Manual versioning and automatic versioning are supported for Quotes and Orders. For more information on the report details, see About the Deviations Report. You can search by Operating Unit, or if you leave the Operating Unit field blank, you can search across all operating units accessible to you. If the performance of credit checking requires improvement you can toggle off this option. This profile option determines what domain will be used to hold the allowable charge periodicities. In the Approval Abstract box, optionally enter text that you want to describe the deviations. System must check security rules before it opens the Contract Terms window or before it allows user to pick template on BSA. When a new session begins, the value will be read from the profile to control the instant automatic refresh of the form when changes have occurred. This field specifies the contract template that is associated with the business document. If it is set to Yes, then Order Import will check the uniqueness based on customer number, order_source_id and orig_sys_document_ref, otherwise customer information will not be included in the order import key. Organize and maintain data processes through the information lifecycle. Once you copy an RMA or the RMA lines to a sales order, you can use the Sales Orders window to modify the new sales order. This is active only for internal users. Users have to manually requery to see the new lines. This is step twenty-nine of the Order Management Setup Steps. However this should be used only if you are using return lines with credit memos. To achieve proper numbering, you need to manually renumber the contract terms. Calculation For Workflow Notification Following Amendment. Select. You do not have to invoke an action to request this information; it can be displayed automatically in the Line details region. Note: Quote attributes may also be displayed in your folder configuration. Warning: You cannot have any open orders when performing updates to Order Management Parameters. Select the Negotiation Transaction phase in the Find window. Variable values will be resolved when you initiate the formatted preview/print view only. Click Apply to validate and add the document. This profile option controls scheduling when a new line is inserted into an existing set. With a fully licensed version of planning and PDS, ASCP and GOP can recognize and net existing supply for configured parts that has a BOM that is equivalent to the model and options being ordered. The following categories of documents can be attached: This is a softcopy document (e.g. ORACLE APPS 11i - TECHNICAL & FUNCTIONAL: ORDER MANAGEMENT ( OM ) Order Management checks all the data during the import process to ensure its validity within Order Management. Order Management provides you with a default sales tax location flexfield structure composed of the State, County, and City. It's free to sign up and bid on jobs. The costs are recorded in Shipping Execution and transferred to Order Management. Order Management now provides the Recurring Charges functionality to order and price products with recurring and one-time charges. Warning: Given a customer with the following credit profiles: EUR (euro) credit limit assigned to a european set of currencies that includes FRF (using the new multicurrency feature - usage rule sets). The quantity field appears on all tabbed regions even though it is in the scrollable region. The Process Order Interface is the central application process interface (API) provided by Order Management to perform all common operations such as inserting, updating, deleting, and validating an order or order line. Define standard documents to attach automatically to sales documents. Determine which responsibilities do NOT need to be able to see Gross Margin information in the Sales Orders window and the Pricing & Availability window. In addition to reading this chapter, please refer to the Using Oracle Workflow in Oracle Order Management manual for setup and implementation details for Order Management workflows. Configured items are created as before, either manually or by using a concurrent program. Navigate to the Credit Check Rules window. If you enabled Include Uninvoiced Orders: Indicate whether to include Freight and Special Charges for uninvoiced orders when performing credit checking. You can specify a tax group for an order line. Oracle Apps Techno Functional General. Open Order--opens the order or return you selected. PDF Oracle Order Management Technical Reference Manual R12 Show All: Check this to see all the parameters of all the categories. The general procedure of adding standard clauses to a business document is as follows: First, you must decide where to place the standard clause or clauses in the business document. Select credit check rules to use when performing checking credit at either Booking, Pick Release and Purchase Release (for drop shipments), Packing, or Shipping within the corresponding Credit Check Rule fields. Improve customer satisfaction by capturing and validating orders online to ensure fewer processing exceptions and faster order execution. Please refer to the Parameters section for information on how to fill out the fields in this screen. They can define actions that can result from these changes, such as requiring a reason for the change, triggering an action in Audit Trail or Versioning, or raising an Integration Event. Order Management does not create separate RMA lines for each revision automatically. If a new account site usage is created for a Customer, then that Account Site Usage will be marked as Primary. However, if the set does not already exist, a new set will be created and the line will be added to the set. Add associated lines, sub tasks may include a Pricing and Availability with the Add to Order option or the selection of related items. Choose from: Never after Insert: System changes allowed if the entry has not been saved to the database. It has the following possible values: Internal: Indicates that an internal party authored the contract terms. ATO configured items will be populated only if the reference is to the ATO model line. Copy the pricing information, such as discounts or refundable freight charges from the original order, Re-calculate your prices based on the given current pricing date, Copy the sales credit information of the originating order. 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. A lookup type is a static list of values. Specify Oracle Order Management as the Application. For notifications where you need no additional information, you can choose a button to take the suitable action. Negotiation Flow Generic with Approval: This flow requires Internal Approval(s) during the negotiation flow. You can use the Return Lot and Serial Number window to capture lot and serial numbers suggested by the customer for the RMA line. Enter the Serial Number range in the From and To fields or the Lot information and quantities in the Lot Number fields. The Defaulting Sequence field enables a user to assign the sequence (priority) number in which this attribute should be defaulted. The Contract category documents can be added to a business document by the following means: Automatically, as part of the approval process when enabled in Workflow . PO tables: OB_ORDER_BASE - PO Header Note: If you use Customer Relationship functionality or you have set the system parameter Customer Relationships to All, when entering orders, Order Management recommends you first enter the Ship To customer and then select your Ship To for increased performance. To enable this audit trail, Order Management and Oracle Receivables share the Credit Memo Reason QuickCode, which provides values for the return reason. Terminated: When an agreement is in effect (active) either the customer or the supplier may terminate the agreement. In the Order Category field, select a category from the list of values. Navigate to the Define OM System Parameters window. This read-only form consists of a Find window, a Summary window, and a Details window. Export Compliance screening enables export compliance prior to shipment, alerting users to possible problems that might halt export shipments due to government regulations. View Only is the default value. Query Application for Oracle Order Management and Entity for the entity for which you want the processing constraint, for example, Order Header or Order Line. Order to Cash Technical Flow | OracleAppsDNA Reference Order Line LOV lists the following: All of the configuration lines including Model, Class, and Options. Holds can be defined to be specific to pick, pack, ship, or invoice interface activities. Value Set: Value Set associated as the source of values. You can not update the Firm check box on closed, shipped, cancelled, or fulfilled lines. Note: Order Management does however, automatically split an order line into 2 separate lines if a order line has been shipped partially. 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