D S 030 Order Entry Application Setup CRP Sample

AIM
D.S.030 ORDER MANAGEMENT APPLICATION

XXX R12 Re-Implementation Project
Order Management Application Setup

Authors: XXXXX Creation Date: 29th August 2011 Last Updated: 29th August 2011 Document Ref: D.S.030 ONT Version: 1.0
Approvals: <Approver 1> <Approver 2>
Document Control
Change Record
7
Date 08/29/11
Author Sailesh Srivastava
Version Draft 1a
Change Reference No Previous Document
Reviewers
Name
Position
Distribution
Copy No. 1 2 3 4
Name Library Master
Location Project Library Project Manager
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
Contents
Document Control ................................................................................................................................................................................................................................................. iii Application Set Up Control Sheet - Oracle Order Entry ...................................................................................................................................................................................1 Initial Tasks Setup/OE: Define QuickCodes ......................................................................................................................................................................................................5 Initial Tasks Setup/OE: Define Order Number Sources .................................................................................................................................................................................15 Initial Tasks Setup/OE: Define Order Import Sources ....................................................................................................................................................................................16 Initial Tasks Setup/OE: Define Freight Carriers and Charges .......................................................................................................................................................................18 Initial Tasks Setup/OE: Define Profiles-System ...............................................................................................................................................................................................23 Initial Tasks Setup/OE: Define Profiles-User ...................................................................................................................................................................................................32 Rules, Shipping Information Setup/OE: Define Security Rules ....................................................................................................................................................................33 Rules, Shipping Information Setup/OE: Define Standard Value Rule Set ...................................................................................................................................................36 Rules, Shipping Information Setup/OE: Choose Shipping Printers .............................................................................................................................................................39 Rules, Shipping Information Setup/OE: Define Document Sets ...................................................................................................................................................................40 Rules, Shipping Information Setup/OE: Define Release Sequence Rules ....................................................................................................................................................44 Rules, Shipping Information Setup/OE: Define Pick Slip Grouping Rules .................................................................................................................................................50 Rules, Shipping Information Setup/OE: Define Container Load Relationships .........................................................................................................................................52 Rules, Shipping Information Setup/OE: Define Shipping Parameters .........................................................................................................................................................53 Items and Pricing Setup/OE: Enable Parameters ............................................................................................................................................................................................57 Order Cycles Setup/OE: Define Cycle Actions ................................................................................................................................................................................................59 Order Cycles Setup/OE: Define Cycle Results .................................................................................................................................................................................................60
Order Cycles Setup/OE: Assign Action Results ..............................................................................................................................................................................................61 Order Cycles Setup/OE: Define Order Cycles .................................................................................................................................................................................................62 Order Setup/OE: Define Payment Terms .........................................................................................................................................................................................................64 Order Setup/OE: Define Transaction Types for AR ........................................................................................................................................................................................66 Customer Setup/OE: Define Credit Checking .................................................................................................................................................................................................68 Order Cycles Setup/OE: Define Order Types ..................................................................................................................................................................................................69 Rules, Shipping Information Setup/OE: Define Release Rules ......................................................................................................................................................................79 Customer Setup/OE: Define Territories ............................................................................................................................................................................................................81 Customer Setup/OE: Define Sales Credit Types..............................................................................................................................................................................................82 Customer Setup/OE: Define Salesperson/Sales Agent ..................................................................................................................................................................................83 Customer Setup/OE: Define Customers ...........................................................................................................................................................................................................85 Customer Setup/OE: Define Customer Agreements ......................................................................................................................................................................................97 Order Setup/OE: Define Demand Class QuickCodes .....................................................................................................................................................................................99 Order Setup/OE: Define AR QuickCodes.......................................................................................................................................................................................................100 Order Setup/OE: Define Discounts .................................................................................................................................................................................................................101 Order Setup/OE: Define Holds ........................................................................................................................................................................................................................102 Order Setup/OE: Define Hold Authorizations ..............................................................................................................................................................................................176 Notes Setup/OE: Define Notes Category........................................................................................................................................................................................................177 Notes Setup/OE: Define Notes .........................................................................................................................................................................................................................179 DFF Setup/OE: Descriptive Flexfeilds Order Management .........................................................................................................................................................................181 Setup/OE: Value Sets ..........................................................................................................................................................................................................................................212 Open and Closed Issues for this Deliverable ...................................................................................................................................................................................................220 Open Issues...........................................................................................................................................................................................................................................................220 Closed Issues ........................................................................................................................................................................................................................................................220
Application Set Up Control Sheet - Oracle Order Entry

Environment Name: Machine: Type (definition, execution, or both):
Workflow SubWorkflow Name Order Entry Setup Initial Tasks Setup Initial Tasks Setup Initial Tasks Setup Initial Tasks Setup Initial Tasks Setup Initial Tasks Setup Rules, Shipping Information Setup Rules, Shipping Information Setup Rules, Shipping Information Setup Rules, Shipping Information Setup Rules, Shipping Information Setup Rules, Shipping Information Setup Rules, Shipping Information
Setup Task
Responsibility
Due Date
QA Responsibility
QA Due Date
Signature Approval
OE: Define QuickCodes OE: Define Order Number Sources OE: Define Order Import Sources OE: Define Freight Charges OE: Define Profiles - System OE: Define Profiles - User OE: Define Security Rules
Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User
Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User 9
OE: Define Standard Value Rule Set OE: Define Release Rules
OE: Choose Shipping Partners
OE: Define Document Sets
OE: Define Pick Slip Grouping Rules OE: Define Container Load Rules
Company Confidential - For internal use only
Workflow SubWorkflow Name Setup Rules, Shipping Information Setup Items and Pricing Setup Items and Pricing Setup
Setup Task
Responsibility
Due Date
QA Responsibility
QA Due Date
Signature Approval
OE: Define Shipping Parameters
Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User
Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User 9
OE: Define Items - Master Level OE: Define Items - Organizational Level OE: Enable Parameters OE: Define Pricing Components OE: Define Pricing Rules OE: Define Pricing Formulae OE: Define Pricing Discounts OE: Define Price Lists OE: Define Tax Locations OE: Define Tax Groups OE: Define Tax Exemptions OE: Define Tax Exceptions OE: Define Tax Codes and Rates OE: Define Tax Authorities OE: Define Invoice Sources OE: Define Invoice Grouping Rules OE: Define Invoice Line Order OE: Define Accounting and Invoicing Rules
Items and Pricing Setup Items and Pricing Setup Items and Pricing Setup Items and Pricing Setup Items and Pricing Setup Items and Pricing Setup Taxes Setup Taxes Setup Taxes Setup Taxes Setup Taxes Setup Taxes Setup Invoicing Setup Invoicing Setup Invoicing Setup Invoicing Setup
Workflow SubWorkflow Name Order Cycles Setup Order Cycles Setup Order Cycles Setup Order Cycles Setup Order Cycles Setup Customer Setup
Setup Task
Responsibility Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User
Due Date
QA Responsibility Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User Order Management Super User
QA Due Date
Signature Approval
OE: Define Cycle Actions OE: Define Cycle Results OE: Assign Action Results OE: Define Order Cycles OE: Define Order Types OE: Define Customer Profile Classes OE: Define Territories OE: Define Credit Checking OE: Define Sales Credit Types OE: Define Salesperson/Sales Agent OE: Define Customers OE: Define Customer Agreements OE: Define Payment Terms OE: Define Transaction Types for AR OE: Define Demand Class QuickCodes OE: Define AR QuickCodes OE: Define Discounts OE: Define Holds OE: Define Hold Authorizations
Customer Setup Customer Setup Customer Setup Customer Setup
Customer Setup Customer Setup Order Setup Order Setup
Order Setup
Order Setup Order Setup Order Setup Order Setup
9 Company Confidential - For internal use only
Workflow SubWorkflow Name Notes Setup Notes Setup Notes Setup
Setup Task
Responsibility Order Management Super User Order Management Super User Order Management Super User
Due Date
QA Responsibility Order Management Super User Order Management Super User Order Management Super User
QA Due Date
Signature Approval
OE: Define Notes OE: Define Addition Rules OE: Define Notes Category
Initial Tasks Setup/OE: Define QuickCodes Order Entry>SetUp>Quickcodes>Order Entry

<Customer Short Name> Process: <Process Name>
Control Number: Business Area: Date:
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to maintain existing and to define additional QuickCodes for Oracle Order Entry. QuickCodes provide custom values for many lists of values used throughout Order Entry/Shipping.
<QuickCode Type>
HOLD_TYPE Hold type will be used to define the order hold types. The hold types with a TAG of XXX were created for XXXs use, the others are Oracle seeded hold types. Waiting on XXX to determine how the hold types get assigned to the holds. Based on how XXX wants to define holds and hold types, this can be used to group holds.
Type Meaning Application Description HOLD_TYPE Meaning N/A for : HOLD_TYPE Order Management x Access Level User Extensible System Comment [RM1]: Just use the seeded values
Code
Lookup Code Meaning
Lookup Code Description HOLD PER CCS
Tag
CCS
CCS
XXX
[ From To Enabled ] 16Feb12 * .
Change Notification CHANGE_NOTIFICATION_HOLD Hold for 3A7
.
9
COMPLIANCE
CONFIGURATOR CONS ERROR CREDIT EPAYMENT EXCEPTION HOLD
Import/Export Compliance Configurator Validation Hold Type CONSULTANT ERROR Credit Check Electronic Payment Exception Hold HOLD PER FSRM 16Feb12
* * * * *
. . . . .
FSRM
FSRM Margin hold for an order GSA Violation GUEST ERROR Order Administration Hold HOST ERROR IR-ISO Change Management Hold ITEM ERROR NSF HOLD
XXX
GROSS MARGIN HOLD GSA GUEST ERROR
* * XXX *
. . .
HOLD HOST ERROR
* XXX *
. .
IR_ISO_CMS_HOLD ITEM ERROR NSF HOLD
* XXX XXX * *
. . .
9
ORDER ERROR PAYMENT ERROR
ORDER ERROR PAYMENT ERROR Pricing Error Hold Promotional Hold
XXX XXX 4Dec02
* *
. .
PRICING ERROR HOLD PROMOTION
* *
. .
SUPERVISOR TAX ERROR
SUPERVISOR TAX ERROR
HOLD PER SUPERVISOR XXX XXX Applied by custom program
16Feb12
* *
. .
XXX CUSTOM VERIFY FUNDS
XXX CUSTOM VERIFY FUNDS
XXX XXX
16Feb12
* *
. .
E n a b l e d * * * * * * *
Code CCS CHANGE_NOTIFICATION_ HOLD COMPLIANCE CONFIGURATOR CREDIT EPAYMENT EXCEPTION HOLD FSRM
Lookup Code Meaning CCS Change Notification Hold for 3A7 Import/Export Compliance Configurator Validation Hold Type Credit Check Electronic Payment Exception Hold FSRM
Lookup Code Description HOLD PER CCS
Tag XXX
From 1-Jan00
To
HOLD PER FSRM
XXX
1-Jan00
* 9
GROSS MARGIN HOLD GSA HOLD PRICING ERROR HOLD PROMOTION SUPERVISOR XXX CUSTOM
Margin hold for an order GSA Violation Order Administration Hold Pricing Error Hold Promotional Hold SUPERVISOR XXX CUSTOM HOLD PER SUPERVISOR Applied by custom program XXX XXX 4-Dec02 1-Jan00 1-Jan00
* * * * * * * Comment [RM2]: Seeded values only
RELEASE_REASON Release reason is used when releasing order holds. Release reasons with a Tag of XXX have been created at their request.
Type Meaning Application Description RELEASE_REASON Release Reason Code Order Management Release Reason Code when releasing Holds x Access Level User Extensible System
Release reason code is attached in the excel file.

Field Code Changed
reason Code.xlsx
E n a b l e d *
Code 10DAY_RELEASE
Lookup Code Meaning RELEASE 10 DAY HOLD Response to 3A7 is received. Hold released automatically Automatically released by Oracle Receivables Authorized Electronic Payment. Hold removed automatically. Remaining line quantity cancelled. Hold removed
Lookup Code Description RELEASE 10 DAY HOLD Response to 3A7 is received. Hold released automatically Automatically released by Oracle Receivables Authorized Electronic Payment. Hold removed automatically.
Tag XXX
3A7_RESPONSE_RECEIVED AR_AUTOMATIC
AUTH_EPAYMENT CANCELLATION
From 1-Jan00 7May03 7-Oct99 19Nov99
To
* *
* * 9
automaticall CCS_OK OK PER CCS Automatically released by Oracle Configure to Order Automatically released by Oracle Product Configurator Expired hold. Hold removed automatically. OK PER FSRM Manually released, do not place hold again OK PER SUPERVISOR/MANAGER NO CALL NEEDED Automatically released by Oracle Credit Managemnt Automatically released on cancellation Passed credit check. Hold removed automatically. Passed GSA check. Hold removed automatically. Passed minimum margin. Hold removed automatically Passed pricing error hold. Prepayment has been processed. Hold released automatically. RESOLVED PER CONS/DIR Configuration is valid. Release approved by CCS Automatically released by Oracle Configure to Order Automatically released by Oracle Product Configurator Expired hold. Hold removed automatically. Release approved by FSRM Manually release, do not place hold again OK PER SUPERVISOR/MANAGE R Order Resolved - No Call Needed Automatically released by Oracle Credit Managemnt For complete cancellations Passed credit check. Hold removed automatically. Passed GSA check. Hold removed automatically by Pricing Integration. Passed minimum margin. Hold removed automatically Passed pricing error hold. Prepayment has been processed. Hold released automatically. Order Resolved per Cons/Dir Configuration is now valid. XXX 9-Jun07 25Nov03 7-Oct99 7-Oct99 9-Jun07 7-Nov02 9-Jun07 9-Jun07 10Mar05 8-Feb00 7-Oct99 13Sep-00 29-Jul02 4-Dec02 4-Feb02 9-Jun07 6-Jan00 *
CTO_AUTOMATIC
CZ_AUTOMATIC EXPIRE FSRM_OK MANUAL_RELEASE_MARGIN_ HOLD
* * * *
XXX
MGM_OK NO_CALL
XXX XXX
* *
OCM_AUTOMATIC OM_CANCEL PASS_CREDIT
* * *
PASS_GSA
PASS_MIN_MARGIN PASS_PRICING_ERROR
* *
PREPAYMENT RESOLVED VALID_CONFIG
* * *
XXX
SALES_CHANNEL Sales channel is being used by XXX to define Method of Contact. This is done on the Order Header by selecting from the list of values from this lookup. Only the values that are enabled are displayed here.
Type Meaning Application Description
SALES_CHANNEL Meaning N/A for : SALES_CHANNEL Order Management Sales Channels x
Access Level User Extensible System
Sales channel is look up table is attached below

Field Code Changed
Sales Channel.xlsx
Code EMAIL_CENTER FAX MAIL PHONE WEB
Lookup Code Meaning Email FAX MAIL PHONE WEB
Lookup Code Description
Tag
From 26-SEP2006 26-SEP2006 26-SEP2006 26-SEP2006
To
Enabled * * * * *
SHIPMENT_PRIORITY This is the Oracle seeded values. The meaning for HIGH has been changed to RUSH. Rush priority has a known meaning at XXX. This will be used by XXX to indicate a Rush delivery requirement.
Type Meaning Application Description SHIPMENT_PRIORITY Shipment Priorities Order Management Shipment Priorities x Access Level User Extensible System
Code HIGH
Lookup Code Meaning High PriorityRUSH
Tag
From 31-JUL1997
To
Enabled * 9
STANDARD
Standard PrioritySTANDARD
31-JUL1997
OM>Setup>QuickCodes>Receviables The displayed QuickCodes (lookup) are the ones that have been changed to support the XXX requirements. CREDIT_MEMO_REASON The Credit Memo Reasons are used by XXX when entering Adjustment (RMA) orders. The codes are also used when importing history adjustment orders. The codes that have the description See P-800 were added for history order conversion only. Type Meaning Application Description CREDIT_MEMO_REASON Credit Memo Reason Receivables Credit Memo Reason x Access Level User Extensible System
Comment [RM3]: Just setup the ones where look code description is not P800
Code
Lookup Code Meaning Accounts Receivables Billing Error
Lookup Code Description Accounts receivable billing error CONSULTANT ERROR
Tag From 1Jan52 1Jan52
To
[ Enabled ]
A/R ERROR
AC
AC
.
9
AD
AD
See P-800
AK
AK
See P-800
AM
AM
See P-800
AO
AO
See P-800
AQ
AQ
See P-800
AU
AU
See P-800
BM
BM
See P-800
BO
BO
CANCELLATION
Cancellation
See P-800 Customer cancellation of order
CE
CE Contract Line Terminated
COMPANY ERROR
CONTRACTS
CR
CR
CHARGE REFUND
1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52
.
9
CREDIT and REBILL
Credit and Rebill
Credit and rebill
1Jan52 1Jan51 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1-
DAMAGED PRODUCT
Damaged Product
Damaged Product
DD
DD
See P-800
DI
DI
See P-800 DAMAGED IN SHIPPING
DS
DS
DU DUPLICATE BILLING
DU
DAMAGED IN USE Duplicate invoicing of an order EXCHANGE AND/OR REFUND
Duplicate Billing
ER
ER
EX
EX Foreign Freight Error
EXCHANGE Foreign interface credit memo Customer invoiced for free product in error See P-800
FOREIGN
FREE PRODUCT GC
Free Product GC
* *
. .
9
GE
GE
See P-800
HG
HG
Host Gift
KE
KE Late Payment Finance Charge
KEYING ERROR Late payment finance charge
Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan51 1Jan52 1Jan52
LATE PAYMENT
LC
LC
LOST CARTON(S)
LS
LS
LOST ORDER
MP
MP No Reason Entered
NO REASON
MISSING PACKER No reason entered for Credit Memo
NOT DELIVERED
Not Delivered
Not Delivered
OG ORDER ENTRY ERROR
OG
See P-800 Order admin. entry error
Order Entry Error
.
9
OS
OS Credit Memo from Projects
OVERSHIPMENT Credit Memo from Projects
1Jan52 1Jan51 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52
PA CREDIT MEMO
Project Accounting Credit PA_CREDIT_MEMO Pa_Credit_Memo Memo Project Write Off from Accounting Write PA_WRITE_OFF Projects Off.
PC
PC
See P-800 PRODUCT QUALITY
PQ
PQ
PR
PR
See P-800
RC
RC
See P-800
RETURN
Product Return
Product return
RF
RF
REFUND
RP
RP
See P-800 Sales tax billing error
SALES TAX ERROR
Sales Tax Error
.
9
SHIPPING CHARGES ERROR
Shipping Charges Error
Shipping Charges Error Billed for shipping and handling in error
1Jan51 1Jan52 1Jan52 1Jan51 1Jan51 1Jan52 1Jan52 1Jan52 1Jan52 1Jan52
SHIPPING and HANDLING
Shipping and Handling
SR
SR
See P-800
TAX RATE ERROR
Tax Rate Error
Tax Rate Error
TAX_EXEMPT
Tax Exempt
Tax Exempt
UC
UC
See P-800
UP
UP
See P-800
VP
VP
VENDOR PACK
VR
VR
WRONG FREIGHT
Wrong Freight
Voluntary Recall Incorrect freight was charged on the original invoice
WRONG PRODUCT
Wrong Product
WRONG TAX RATE
Wrong Tax Rate
Wrong Product The wrong tax rate was used on the original invoice CANCEL BO REFUND
1Jan51 1Jan52 1Jan52
XB
XB
.
E n a b l e d * * * * * * * * * * * * * * * * * * * * * * * * 9
Code AC AD AK AM AO AQ AU BM BO CE CR DD DI DS DU ER EX GC GE HG KE LC LS MP
Lookup Code Meaning AC AD AK AM AO AQ AU BM BO CE CR DD DI DS DU ER EX GC GE HG KE LC LS MP
Lookup Code Description CONSULTANT ERROR See P-800 See P-800 See P-800 See P-800 See P-800 See P-800 See P-800 See P-800 See P-800 CHARGE REFUND See P-800 See P-800 DAMAGED IN SHIPPING DAMAGED IN USE EXCHANGE AND/OR REFUND EXCHANGE See P-800 See P-800 See P-800 KEYING ERROR LOST CARTON(S) LOST ORDER MISSING PACKER
Tag
From 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00
To
Code OG OS PC PQ PR RC RF RP SR UC UP VP XB
Lookup Code Meaning OG OS PC PQ PR RC RF RP SR UC UP VP XB
Lookup Code Description See P-800 OVERSHIPMENT See P-800 PRODUCT QUALITY See P-800 See P-800 REFUND See P-800 See P-800 See P-800 See P-800 VENDOR PACK CANCEL BO REFUND
Tag
From 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00 1-Jan-00
To * * * * * * * * * * * * *
E n a b l e d
Advanced Pricing Lookups Oracle Pricing Manager>Setup>Lookups The displayed lookup are the ones that have been changed to support the XXX requirements. The ones listed below are used with the pricing modifiers to apply charges to orders.
Advanced Pricing Lookups The Credit Memo Reasons are used by XXX when entering Adjustment (RMA) orders. The codes are also used when importing history adjustment orders. The codes that have the description See P-800 were added for history order conversion only. Type Meaning Application Description MISCELLANEOUS Miscellaneous Charges Advanced Pricing User definable Miscellaneous charges x Access Level User Extensible System
Code
Lookup Code Meaning
Tag
From
To
Enabl ed
[ ]
9
11 17 2
CA - ITEM NOT AVAILABLE CA - DISCOUNT INCORRECT CAUnder/Overpayment received CA Item not ordered CA-DOES NOT QUALIFY AS A SHOW CA Incorrect Pricing CA- Host order change CA- Direct Ship Rates Apply CA-Tax and/or Shipping Error CA - MONTH ENDCHARGE PROB AND/OR REMIT SHORT
ITEM NOT AVAILABLE DISCOUNT INCORRECT REMIT TOTAL DOES NOT EQUAL FUNDS RECEIVED CONS PAYING FOR ITEM NOT ORDERD DOES NOT QUALIFY AS A SHOW ORDER DOES NOT REFLECT NEW PRICING HOSTESS HALF PRICE CHANGED TO DISCOUNT SHIPPING INCORRECTFULL SHIPPING NOT PD TAX AND/OR SHIPPING INCORRECT MONTH END-CHARGE PROB AND/OR REMIT SHORT
CA CA CA
30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12
* * *
. . .
21 25 27 33 4B 4E 50
CA CA CA CA CA CA CA
* * * * * * *
. . . . . . .
6 6A 6B 7
CA- Inactive Status-Pwk INACTIVE STATUS-CAN only ONLY PURCHASE PWK CA- Quantity Exceeds Limit CA-Exceeds $500 limit on KE CA-order totals incorrect ROUNDING WITHIN LIMITS QUANITY EXCEEDS ONEK/E, S/O OR SAMPLES EXCEEDED $500.00 LIMIT ON K.E. PROCESS PER CONS GUEST AND/OR HOST.INCOR ROUNDING WITHIN LIMITS
CA CA CA CA
* * * *
. . . .
88
.
9
99 CT DONATIO N ER GC GC10 GC11 GC12 GC13 GC14 GC15 GC16 GC17 GC18 GC19 GC2
OUT OF BALANCE WITHIN LIMITS COMMISSION TAKEN DONATION EXCHANCA - GE AND/OR REFUND GIFT CERT. PMT 1 GIFT CERT. PMT 10 GIFT CERT. PMT 11 GIFT CERT. PMT 12 GIFT CERT. PMT 13 GIFT CERT. PMT 14 GIFT CERT. PMT 15 GIFT CERT. PMT 16 GIFT CERT. PMT 17 GIFT CERT. PMT 18 GIFT CERT. PMT 19 GIFT CERT. PMT 2
OUT OF BALANCE WITHIN LIMITS COMMISSION TAKEN DONATION EXCHANGE AND/OR REFUND GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT
CA MX
30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12
* * * * * * * * * * * * * * * *
. . . . . . . . . . . . . . . .
CA
GC20 GC21 GC22 GC23 GC24 GC25 GC26 GC27 GC28 GC29 GC3 GC30 GC31 GC32 GC33 GC34
GIFT CERT. PMT 20 GIFT CERT. PMT 21 GIFT CERT. PMT 22 GIFT CERT. PMT 23 GIFT CERT. PMT 24 GIFT CERT. PMT 25 GIFT CERT. PMT 26 GIFT CERT. PMT 27 GIFT CERT. PMT 28 GIFT CERT. PMT 29 GIFT CERT. PMT 3 GIFT CERT. PMT 30 GIFT CERT. PMT 31 GIFT CERT. PMT 32 GIFT CERT. PMT 33 GIFT CERT. PMT 34
GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT
30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12
* * * * * * * * * * * * * * * *
. . . . . . . . . . . . . . . .
GC35 GC36 GC37 GC38 GC39 GC4 GC40 GC5 GC6 GC7 GC8 GC9 HOST PAID KIT CREDIT MCC
GIFT CERT. PMT 35 GIFT CERT. PMT 36 GIFT CERT. PMT 37 GIFT CERT. PMT 38 GIFT CERT. PMT 39 GIFT CERT. PMT 4 GIFT CERT. PMT 40 GIFT CERT. PMT 5 GIFT CERT. PMT 6 GIFT CERT. PMT 7 GIFT CERT. PMT 8 GIFT CERT. PMT 9 FPV AVAILABLE KIT CREDIT Mexico Commission Charge
GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT FPV AVAILABLE XXX KIT CREDIT Mexico Commission Charge
30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-May12
* * * * * * * * * * * * * * *
. . . . . . . . . . . . . . .
MEX SS BONUS DISCOUNT AMOUNT MISC NOPAY OP REFUND PC DOLLAR PENALTY RESTOCKI NG RETURN SUPER ESTRELLA 1 SUPER ESTRELLA 2 SUPER ESTRELLA 3 SUPER ESTRELLA 4 TE XXX FREIGHT
MEX SS BONUS DISCOUNT AMOUNT
MEX SS BONUS DISCOUNT AMOUNT
MX
30-Apr12
Miscellaneous Charge NO PAY OVER PAYMENT REFUND PC DOLLAR Charge for late payment Restocking Fee Return Fee SUPER ESTRELLA 1
NO PAYMENT RECEIVED OVER PAYMENT REFUND PC DOLLAR
30-Apr12 30-Apr12 30-Apr12
* * * * * * * *
. . . . . . . .
Super Estrella 1
MX
30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12 30-Apr12
SUPER ESTRELLA 2
Super Estrella 2
MX
SUPER ESTRELLA 3
Super Estrella 3
MX
SUPER ESTRELLA 4
Super Estrella 4
MX
NO TAX EXEMPT LETTER XXX SHIPPING
NO TAX EXEMPT LETTER XXX SHIPPING CHARGES
CA
* *
. .
XXX RMA TAX ADJ XXX TAX ADJ VF
XXX RMA TAX ADJ XXX TAX ADJ FSRM - VERIFONE CHARGE
XXX RMA TAX ADJUSTMENT XXX TAX ADJUSTMENT FSRM - VERIFONE CHARGE
30-Apr12 30-Apr12 30-Apr12
* * *
. . .
Code 11 17
21 25
27
33
4B 4E
50
6 6A
Lookup Code Meaning CA - ITEM NOT AVAILABLE CA - DISCOUNT INCORRECT CA - REMIT TOTAL DOES NOT EQUAL FUNDS RECEIVED CA - CONS PAYING FOR ITEM NOT ORDERD CA - DOES NOT QUALIFY AS A SHOW CA - ORDER DOES NOT REFLECT NEW PRICING CA - HOSTESS HALF PRICE CHANGED TO DISCOUNT CA - SHIPPING INCORRECT-FULL SHIPPING NOT PD CA - TAX AND/OR SHIPPING INCORRECT CA - MONTH ENDCHARGE PROB AND/OR REMIT SHORT CA - INACTIVE STATUS-CAN ONLY PURCHASE PWK CA - QUANITY EXCEEDS ONE- K/E,
Lookup Code Description ITEM NOT AVAILABLE DISCOUNT INCORRECT REMIT TOTAL DOES NOT EQUAL FUNDS RECEIVED CONS PAYING FOR ITEM NOT ORDERD DOES NOT QUALIFY AS A SHOW ORDER DOES NOT REFLECT NEW PRICING HOSTESS HALF PRICE CHANGED TO DISCOUNT SHIPPING INCORRECT-FULL SHIPPING NOT PD TAX AND/OR SHIPPING INCORRECT
Tag CA CA
From 19-Feb-06 19-Feb-06
To * *
E n a b l e d
CA
19-Feb-06
CA CA
19-Feb-06 19-Feb-06
* *
CA
19-Feb-06
CA
19-Feb-06
CA CA
19-Feb-06 19-Feb-06
* *
MONTH END-CHARGE PROB AND/OR REMIT SHORT INACTIVE STATUS-CAN ONLY PURCHASE PWK QUANITY EXCEEDS ONE- K/E, S/O OR SAMPLES
CA
19-Feb-06
CA CA
19-Feb-06 19-Feb-06
* * 9
Code
6B
7 88 99 DONATION ER GC GC2 GC3 GC4 HOST PAID KIT CREDIT MISC NOPAY PC DOLLAR PENALTY RESTOCKING RETURN TE XXX FREIGHT XXX RMA TAX ADJ XXX TAX ADJ
Lookup Code Meaning S/O OR SAMPLES CA - EXCEEDED $500.00 LIMIT ON K.E. CA - PROCESS PER CONS GUEST AND/OR HOST.INCOR ROUNDING WITHIN LIMITS OUT OF BALANCE WITHIN LIMITS DONATION CA - EXCHANGE AND/OR REFUND GIFT CERT. PMT 1 GIFT CERT. PMT 2 GIFT CERT. PMT 3 GIFT CERT. PMT 4 FPV AVAILABLE KIT CREDIT DO NOT USE Miscellaneous Charge NO PAY PC DOLLAR DO NOT USE - Charge for late payment DO NOT USE Restocking Fee DO NOT USE - Return Fee CA - NO TAX EXEMPT LETTER XXX SHIPPING XXX RMA TAX ADJ XXX TAX ADJ
Lookup Code Description EXCEEDED $500.00 LIMIT ON K.E.
Tag
From
To
E n a b l e d
CA
19-Feb-06
PROCESS PER CONS GUEST AND/OR HOST.INCOR ROUNDING WITHIN LIMITS OUT OF BALANCE WITHIN LIMITS DONATION EXCHANGE AND/OR REFUND GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT GIFT CERTIFIACTE USED AS PAYMENT FPV AVAILABLE XXX KIT CREDIT DO NOT USE - Miscellaneous Charge NO PAYMENT RECEIVED PC DOLLAR Charge for late payment Restocking Fee Return Fee NO TAX EXEMPT LETTER XXX SHIPPING CHARGES XXX RMA TAX ADJUSTMENT XXX TAX ADJUSTMENT
CA
19-Feb-06 1-Jan-00
* * * * * * * * * * * * * * * * *
CA
19-Feb-06 1-Jan-00 19-Feb-06 19-Feb-06 19-Feb-06 19-Feb-06 19-Feb-06 1-Jan-00 1-Jan-00
CA
1-Jan-00 1-Jan-00
CA
19-Feb-06 1-Jan-00 1-Jan-00 1-Jan-00
* * * * 9
Code
Lookup Code Meaning
Tag
From
To
E n a b l e d
Initial Tasks Setup/OE: Define Order Number Sources Order Entry>Setup>Orders>Sources

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define Order Number Sources that automatically generate numbers for your sales orders and returns as you enter them.
<Order Number Sources>

Name CA-ORDERS CA-RMA DE-ORDERS DE-RMA G-CA G-DE G-UK G-US HIST-ADJ-US HIST-CA HIST-US MX-HIST MX-ORDERS MX-RMA UK-ORDERS UK-RMA US-ORDERS US-RMA Application Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management From 01/01/00 01/01/00 01/01/00 01/01/00 01/01/00 01/01/00 01/01/00 01/01/00 01/01/00 01/01/00 01/01/00 01/01/09 01/01/09 01/01/09 01/01/00 01/01/00 01/01/00 01/01/00 To Type Automatic Automatic Automatic Automatic Automatic Automatic Automatic Automatic Manual Automatic Automatic Automatic Automatic Automatic Automatic Automatic Automatic Automatic Message Initial Value 10000000 5000000 10000000 5000000 1 1 1 1 1 1 1 100000 2000 10000000 5000000 10000000 5000000
Name
Application
From
To
Type
Message Initial Value 1
[ ]
INTERNAL
Order 22Management Feb-
22Feb-
Automatic
12 INTERNAL- Order 23MIM Management Feb00 INTERNAL- Order 23MSA Management Feb00 INTERNAL- Order 23US Management Feb00 K-US Order 17Management Apr12 K-USHS Order 23Management Feb00 MANUAL Order 1HISTORY Management Jan00 XXX Order 1MANUAL Management Jan00 XXX PACK Order 15SLIP Management May12
12 Automatic 33000001
Automatic
22000001
Automatic
11000001
Manual
Automatic
10000000
Manual
Manual
Automatic
Initial Tasks Setup/OE: Define Order Import Sources Order Entry>Setup>Orders> Order Import
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to define OrderImport Sources from which you import order information.
<Process Owner>
<OrderImport Sources>
AIA Enabled Enabled * * * * * * * * * * * * * * * * * * * *
Comment [RM4]: You can skip this, just make sure the seeded is defined.
Order Import Source 11i Conversion AHL AIA Order AIA Quote Automotive CRM Apps Contract Renewal Copy EDI Field Service Report HYBRIS IBU IStore Account IStore Oneclick IStore Walkin Internal Online Order Capture
Description 11i Conversion Order Source for Advanced Service Online AIA Order AIA Quote Service Order source is any of the CRM applications Order created to r enew contracts Copy EDI Field Service report for charging parts, labour and expenses from the field Order Source for Hybris Order source for iSupport Order source for iSt ore account user Order created by iS tore one click Order source for iSto re walk in customer Web For Orders created Online Order source f or Order Capture quoting module
Quotes PV Program Enrollment PV VAD Invitation(1) Pricing and Availability Retrobill Sales and Marketing Collateral Sales and Marketing Quote Service Service Billing Service Request Siebel Quote TeleSales Order Telesales Collateral Teleservices Trade Management Web XML
Partner Management Orders in Program Enrollment Flow Partner Management Orders in VAD Invitation Flow(1) Order Source for Pricing/Availability Order Source for Retrobilling Sales and Marketing Collateral Sales and Marketing Quote Service Service Billing Service Request Siebel Quote Order Source for TeleSales Order source f or telesales Order Source for TeleService Order Source for Trade Management Web Order Source for XML Messages
* * * * * * * * * * * * * * * *
Order Import Source Copy CRM Apps CUS IPARTNER IVR KIT
Description Copy Order source is any of the CRM applications CUSTOMER VIA WEDDING REGISTRY IPARTNER ORDERS IVR ORDERS KIT BUILD ORDERS
Enabled * * * * * * 9 Company Confidential - For internal use only
OE OE-CRM PPC PPP PWS REG XXX HISTORY WEB Web
For Orders created Online Order Source for TeleSales PAMPERED PARTNER ORDERS PAMPERED PARTNER PLUS CUSTOMER ORDER/CONS PERSONAL WEB SITE WEDDING REGISTRY (O AND R TYPE ORDERS) XXX P-800 ORDER HISTORY XXX WEB ORDERS Web
* * * * * * * * *
Initial Tasks Setup/OE: Define Freight Carriers and Charges OM>Setup>Shipping>Freight Carriers, Cost Types>Carriers
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to define allowable Freight Charges and suggested amounts. Freight Carriers Path: OM>Setup>Shipping>Freight Carriers, Cost Types>Carriers
<Process Owner>
Freight carriers in Oracle can be used by both Order Management and Purchasing. Order management has fright carrier named GENERIC, this freight carrier has service levels and a ship method defined to support XXXs wave and shipping process. The ship method codes were provided by John Marchese. Based on the ship method entered on the order, the shipping program will determine which carrier to use for the shipment.
Address/Sites tab None defined for Generic Contacts tab None defined for Generic Classification tab Carrier Rating, Payment tab nothing defined Mode Limits tab nothing defined
Organizational Assignments for each service level to be used by the different organizations it must be assigned to that organization.
Formatted: Font: 12 pt, Italic
Formatted: Font: Italic
At the present time in EBDEV, all the Service Levels/Ship Methods are assigned to HQF and EDC only.
Additional service levels can be defined for this carrier by clicking the Define Service Levels button.
Service Level
Mode
Ship Method GENERIC NEXT DAY SATURDAY GENERIC NEXT DAY GENERIC 2 DAY GENERIC MAIL GENERIC Ground ND AIR GND
Period
Min
Max
Enabled Web [ Enabled ] * *
NEXT DAY SATURDAY Next Day Air 2nd Day Air MAIL Ground Next Day Air Standard Ground
TL
TL TL TL TL Air Air Parcel
* * * * * * *
* * * * * * *
9
F3
Parcel
Fedex Home Delivery - Do not use MAIL NDS 2D 2DS
MAIL NEXT DAY SATURDAY 2nd Day Air 2nd Day Air Saturday
Parcel Air Air Air
* * * *
* * * *
The flexfield will be used to populate the XXX ship method code from the imported orders. The number 00, 01, 02 are assigned to the ship code used in Oracle. The following setups are required for the flexfield. Freight Cost Types Path: OM>Setup>Shipping>Freight Carriers, Cost Types>Freight Cost Types Create a freight cost type for each currency. This will allow you to enter the actual shipping costs during the ship confirm process. In this way you can then measure the freight charges you assign to orders and compare them to the actual cost you incur at the time of shipment.
<Freight Charges>
Name FREIGHT CA FREIGHT DE FREIGHT UK FREIGHT US Type Freight Costs Freight Costs Freight Costs Freight Costs Currency Code CAD EUR GBP USD Currency Amount 0 0 0 0 Effective From 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 Effective To
Name
Type
Currency Code
Currency Amount
Effective From
Effective To
Initial Tasks Setup/OE: Define Profiles-System System Administrator>Profile>System

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define system level Profile values for users. This table also includes some Profile options from other applications that are used by Oracle Order Entry/Shipping.
Profile Option Name Site OM: Activate Change Management System OM: Add Customer OM: Add Customer (Order Import) OM: Administer Public Queries OM: Allow model fulfillment without configuration OM: Apply Automatic Attachments OM: Assign New Set For Each Line OM: Authorized To Override ATP OM: Auto Push Group Date OM: AutoSchedule OM: Automatically Open Related Items Window OM: Branch Scheduling OM: Cascade Service OM: Change SO Response Required OM: Charges For Backorders OM: Charges for included item OM: Charging Privilege OM: Commitment Sequencing OM: Configuration Quick Save OM: Context Responsibility for Upgraded Orders 9 Company Confidential - For internal use only No No Unlimited access No No Yes Yes No No Y Y All All Yes No Yes
Profile Option Name Site OM: Copy Model dff to child lines OM: Create Account Information OM: Credit Card Privileges OM: Credit Check Engine API Code Flow OM: Credit Memo Transaction Type OM: Credit Salesperson for Freight on Sales OM: Cust Item Shows Matches OM: Customer Relationships OM: DBI Installation OM: Deactivate Pricing at Scheduling OM: Debug Level OM: Debug Log Directory OM: Default Blanket Agreement Type OM: Default Blanket Transaction Phase OM: Default Line Type from Model OM: Default Sales Transaction Phase OM: Default Salesrep OM: Discounting Privileges OM: Display Current Selections in Pricing/Availability OM: E-Mail Required on New Customers OM: Electronic Message Integration Event Sources OM: Employee for Self-Service Orders OM: Enable Group pricing for DSP lines OM: Enable Related Items and Manual Substitutions OM: Enforce Shipping Method for Ship Sets OM: Estimated Authorization Validity Period OM: GSA Discount Violation Action OM: Generate credit for rejected returns OM: Generic Update Constraints Apply to DFF? OM: Import Multiple Shipments OM: Included Item Freeze Method Yes Yes Ready to Pick / Purchase Release 9 Company Confidential - For internal use only Yes Yes No 21 No No No Sales Credit Yes 0 /app10/ebtest/ebtestdb/10.2.0/appsutil/outbound /EBTEST_rhdb05 Yes No All None MULTI Credit Memo No No
Profile Option Name Site OM: Interface freight tax code from line OM: Invoice Numbering Method OM: Invoice Source OM: Invoice Transaction Type OM: Item Change Honors Frozen Price OM: Item Flexfield OM: Item View Method OM: List Price Override Privilege OM: Modify Seeded Holds OM: Negative Pricing OM: New EDI Acknowledgment Framework OM: Non-Delivery Invoice Source OM: Notification Approver OM: Number of Days to Backdate Bank Account Creation OM: Order Accept State for XML OM: Order Information Regulatory logging OM: Orders Purge Per Commit OM: Over Return Tolerance OM: Over Shipment Tolerance OM: Overshipment Invoice Basis OM: Party Totals Currency OM: Payment method for Credit Card Transactions OM: Population Of Buyer Code For Dropship Lines OM: Preinsert Manual Adjustments OM: Preserve External Credit Balances OM: Prevent Booking for Line Generic Holds OM: Printed Document Extension Class Name OM: Process Payment Immediately at Booking OM: Promotion Limit Violation Action OM: Quick Sales Order Form: Auto Refresh OM: Quick Sales Order Form: Defer Pricing Line No 9 Company Confidential - For internal use only Yes No Yes No 100 0 0 Invoice Shipped Quantity US Dollar XXX Credit Cards US Sales XXX Order Management No Yes No Automatic XXX Order Management Invoice No System Items
Profile Option Name Site OM: Reservation Time Fence OM: Restrict Customer Items for Line Level Ship To Address OM: Return Item Mismatch Action OM: Return Unfulfilled Referenced Line Action OM: Risk Factor Threshold for Electronic Payments OM: Run Order Import for XML OM: Sales Order Form: Cascade Header Changes to Line OM: Sales Order Form: Refresh Method (Query Coordination) OM: Sales Order Form: Restrict Customers OM: Sales Order navigation from Pricing/Availability form OM: Sales Orders Form preference OM: Schedule Line on Hold OM: Scheduling Role OM: Send Acknowledgment for Change PO Response OM: Send Changed Lines to Pricing OM: Sequence for TP Ship/Deliver Deadline OM: Set Receivables Transaction Date as Current Date for NonShippable Lines OM: Show Discount Details on Invoice OM: Show Line Details OM: Show Process Messages Flag OM: Source Code OM: Source Code2-1 OM: Source for TP Early Ship/Deliver Date OM: Under Return Tolerance OM: Under Shipment Tolerance OM: Unique Order Source, Orig Sys Document Ref Combination For Each Customer OM: Use Configurator OM: View Cancel Lines OM: View Closed Lines OM: View Pricing & Availability Information in Related Items OM:Enforce Check For Duplicate Purchase Order No Yes Yes Both Yes 9 Company Confidential - For internal use only 0 0 ORDER ENTRY ORDER ENTRY No No Yes Yes Global Organization Ask Sales Orders Yes No Warning Reject 50 ASYNCHRONOUS
Profile Option Name Site OM:Generate Diagnostics for Error Activities Profile Option Name 6/30/08 Site
Inventory INV:Capable to Promise FND Sequential Numbering Default Country Always Used United States Formatted: No bullets or numbering ATP Based on Collected Data
Profile Option Name OM : Use Parallel Queries in Customer Merge OM: Add Customer OM: Add Customer (Order Import) OM: Administer Public Queries OM: Allow model fulfillment without configuration OM: Apply Automatic Attachments OM: Assign New Set For Each Line OM: Authorized To Override ATP OM: Auto Push Group Date OM: AutoSchedule OM: Automatically Interface Lines to IB on Fulfillment OM: Automatically Open Related Items Window OM: BSA Min-Max Limit Violation Action OM: Bypass ATP OM: Cascade Service OM: Change SO Response Required
Site None No No Yes
Yes No
OM: Charges For Backorders OM: Charges for included item OM: Charging Privilege OM: Commitment Sequencing OM: Configuration Quick Save OM: Contact Center Actions Menu Name OM: Context Responsibility for Upgraded Orders OM: Copy Model dff to child lines OM: Create Account Information OM: Credit Card Privileges OM: Cust Item Shows Matches OM: Customer Service Feedback OM: Customer Service Report Defect OM: DBI Installation OM: Debug Level OM: Debug Log Directory OM: Default Sales Agreement Transaction Phase OM: Default Sales Agreement Type OM: Default Sales Transaction Phase OM: Default Salesrep OM: Delay Scheduling OM: Discounting Privileges OM: Display Actions Button vs. Poplist OM: Display Current Selections in Pricing/Availability OM: Display New Order After Copy OM: E-Mail Required on New Customers OM: Electronic Message Integration Event Sources OM: Enable Group pricing for DSP lines OM: Enable Related Items and Manual Substitutions OM: Enforce Shipping Method for Ship Sets OM: Generate credit for rejected returns
No Unlimited access No No Sales Orders: Agent Actions No None Yes No
No 5 /tmp/erpcrp2
No Sales Credit
Button No No No Yes No Yes

OM: Generic Update Constraints Apply to DFF? OM: Import Multiple Shipments OM: Included Item Freeze Method OM: Interface freight tax classification code from line OM: Invoice Numbering Method OM: Item Change Honors Frozen Price OM: Item Flexfield OM: Item View Method OM: List Price Override Privilege OM: Minimum Item Length OM: Modify Seeded Holds OM: Negative Pricing OM: New EDI Acknowledgment Framework OM: Notification Approver OM: Order Accept State for XML OM: Orders Purge Per Commit OM: Over Return Tolerance OM: Over Shipment Tolerance OM: Party Totals Currency OM: Population Of Buyer Code For Dropship Lines OM: Preinsert Manual Adjustments OM: Preserve External Credit Balances OM: Prevent Booking for Line Generic Holds OM: Price Adjustment Modifier for AIA Order Lines OM: Printed Document Extension Class Name OM: Promotion Limit Violation Action OM: Quick Sales Order Form: Auto Refresh OM: Quick Sales Order Form: Defer Pricing OM: Records On Summary Page For External Users OM: Restrict Customer Items for Line Level Ship To Address OM: Return Item Mismatch Action OM: Return Unfulfilled Referenced Line Action
Yes Booking No Automatic System Items
-1 No No
100 0 0 US Dollar No
Line No N No
OM: Roll Up Charges on Header Level for AIA Synch OM: Roll Up Charges on Line Level for AIA Synch OM: Roll Up Tax on Header Level for AIA Synch OM: Run Order Import for XML OM: Sales Order Form: Cascade Header Changes to Line OM: Sales Order Form: Refresh Method (Query Coordination) OM: Sales Order Form: Restrict Customers OM: Sales Order navigation from Pricing/Availability form OM: Sales Orders Form preference OM: Schedule ATO Item Without BOM OM: Scheduling Role OM: Send Acknowledgment for Change PO Response OM: Send Changed Lines to Pricing OM: Sequence for TP Ship/Deliver Deadline OM: Set Receivables Transaction Date as Current Date for Non-Shippable Lines OM: Show Line Details OM: Show Process Messages Flag OM: Source Code OM: Source Code2-1 OM: Source for TP Early Ship/Deliver Date OM: UOM Class for Charge Periodicity OM: Under Return Tolerance OM: Under Shipment Tolerance OM: Unique Order Source, Orig Sys Document Ref Combination For Each Customer OM: Use Configurator OM: Use Materialized View for Items LOV (Honors Item Orderability Rules) OM: View Cancel Lines OM: View Closed Lines OM: View Intercompany AR Invoice OM: View Pricing & Availability Information in Related Items
Global Organization Ask Sales Orders
Yes
No Yes ORDER ENTRY ORDER ENTRY Period 0 0
Yes Yes Yes Both

9
OM:Allow HVOP to drop invalid lines OM:Enforce Check For Duplicate Purchase Order OM:Generate Diagnostics for Error Activities OM:Unit Price Precision Type
Yes
Profile Option Name Inventory INV:Capable to Promise FND Sequential Numbering Default Country
Advanced Pricing Profile Settings
6/30/08 Site
ATP Based on Collected Data
Always Used United States

Formatted: Body Text, Indent: Left: 0", First line: 0"
Profile Option Name QP : Custom Ignore Pricing QP : Dynamic Sampling Level QP : External Default Pricing Perspective QP : Internal Default Pricing Perspective QP: Accrual UOM Class QP: Accumulation Attributes Enabled
Site
Order Management
Order Management
No
QP: Administer Public Queries QP: Allow Buckets For Manual Modifiers QP: Allow Duplicate Modifiers QP: Batch Size for Bulk Import QP: Blind Discount Option QP: Break UOM Proration Allowed QP: Build Attributes Mapping Options QP: Cache Max Size for Java Pricing Engine QP: Cache Mode for Java Pricing Engine QP: Cross Order Volume Period1 QP: Cross Order Volume Period2 QP: Cross Order Volume Period3 QP: Custom Sourced QP: Debug QP: Denormalize Qualifiers QP: E-mail - From Address
Yes
1000 Yes
Map all attributes
No Request Viewer Off
QP: Enable Best Price Formula Evaluation QP: Get Custom Price Customized QP: High Volume Order Processing Compliance QP: Inbound XML Messaging Responsibility QP: Insert Formula Step Values into Temp Table QP: Inventory Decimal Precision QP: Item Validation Organization QP: JAVA PRICNG ENGINE SUPPORT QP: Java Engine Log Filename QP: Java Pricing Engine Log Enabled QP: Java Pricing Engine Log File QP: Java Pricing Engine Log Module QP: Java Pricing Engine Log Path QP: Java Pricing Engine Logging
No No
No
10 XXX Master Organization
Level QP: Java Pricing Engine Maximum of Status Requests QP: Java Pricing Engine Status Request Interval QP: Java Pricing Engine URL QP: Java Pricing Engine threshold of request lines QP: Licensed for Product QP: Limit Exceed Action
240
15
http://erpcrp2.pamperedchef.com:8020/OA_HTML/pricing
1500
Hard - Adjust Benefit Amount
QP: Line Volume UOM Code QP: Line Weight UOM Code QP: Modifier Find No Window - Show records QP: Multi Yes Currency Installed QP: Multi Currency Usage QP: Negative No Pricing QP: PLMM Lines Fetch Count QP: Pass Qualifiers to Get_Custom_Price API
QP: Pattern Search QP: Pattern Search Path QP: Performance Control QP: Price Rounding QP: Pricing Engine Type QP: Pricing Party Hierarchy Type QP: Pricing Perspective Request Type QP: Pricing Transaction Entity QP: Promotional Limits Installed QP: Qualify Secondary Price Lists QP: Return Manual Discounts QP: Satisfied Qualifiers Option QP: Security Control QP: Security Default Maintain Privilege QP: Security Default ViewOnly Privilege
PL/SQL Engine
Order Management Order
Order Fulfillment No No
Yes Yes OFF Global
Global
QP: Selling Price Rounding Options QP: Set Request Name QP: Source System Code QP: Time UOM Conversion QP: UTL_HTTP TRANSFER TIMEOUT QP: Unit Price Precision Type QP: Valueset Lookup Filter QP: Verify GSA Violations
Individual: = round(listprice) + round(adj)
Oracle Pricing
60
Standard Yes No
Profile Option Name Site QP: Accrual UOM Class QP: Accumulation Attributes Enabled QP: Administer Public Queries QP: Allow Buckets For Manual Modifiers QP: Allow Duplicate Modifiers QP: Batch Size for Bulk Import QP: Blind Discount Option QP: Break UOM Proration Allowed QP: Build Attributes Mapping Options QP: Cache Max Size for Java Pricing Engine Yes No Yes Yes 1000 Yes No Map all attributes
EBTEST 6/30/08 Application Order Management
Profile Option Name Site QP: Cache Mode for Java Pricing Engine QP: Cross Order Volume Period1 QP: Cross Order Volume Period2 QP: Cross Order Volume Period3 QP: Custom Sourced QP: Debug QP: Get Custom Price Customized QP: High Volume Order Processing Compliance QP: Insert Formula Step Values into Temp Table QP: Inventory Decimal Precision QP: Item Validation Organization QP: Java Engine Log Filename QP: Java Pricing Engine Log Enabled QP: Java Pricing Engine Log File QP: Java Pricing Engine Log Module QP: Java Pricing Engine Log Path QP: Java Pricing Engine Logging Level QP: Java Pricing Engine Maximum of Status Requests QP: Java Pricing Engine Status Request Interval QP: Java Pricing Engine URL QP: Java Pricing Engine threshold of request lines QP: Licensed for Product
30 91 365 No Request Viewer Off No No No 2 XXX Master Inventory Org
240 15
http://rhap05.pamperedchef.com:8020/pricing/o racle.apps.
qp.servlet.RequestPrice 1500 Order Management 9 Company Confidential - For internal use only
Profile Option Name Site QP: Limit Exceed Action QP: Line Volume UOM Code QP: Line Weight UOM Code QP: Modifier Find Window - Show records QP: Multi Currency Installed QP: Multi Currency Usage QP: Negative Pricing QP: Pass Qualifiers to Get_Custom_Price API QP: Price Rounding QP: Pricing Engine Type QP: Pricing Transaction Entity QP: Promotional Limits Installed QP: Qualify Secondary Price Lists QP: Return Manual Discounts QP: Satisfied Qualifiers Option QP: Security Control QP: Security Default Maintain Privilege QP: Security Default ViewOnly Privilege QP: Selling Price Rounding Options QP: Set Request Name QP: Source System Code QP: Time UOM Conversion QP: UTL_HTTP TRANSFER TIMEOUT QP: Unit Price Precision Type QP: Valueset Lookup Filter Oracle Pricing Standard 60 Standard Yes Order Fulfillment No No Yes Yes Off Global Global Individual: = round(listprice) + round(adj) Hard - Adjust Benefit Amount EA LBS No No
Yes Yes Yes Enforce Price List Rounding Factor
Profile Option Name Site QP: Verify GSA Violations No
Shipping Execution Profile Settings
Profile Option Name WSH: BPEL Domain Name WSH: BPEL Webservice URI for OTM WSH: Bulk Batch Size WSH: Currency Conversion Type for OTM WSH: DSNO Output File Extension WSH: Debug Enabled WSH: Debug File Prefix WSH: Debug Level WSH: Debug Log Directory WSH: Debug Module WSH: Defer Inventory Process Online WSH: Distributed Source Entity WSH: Express Pick WSH: Ignore Weight/Volume Conversion Errors WSH: Internet Proxy URL WSH: Number of Pick Release Child Processes WSH: Overpicking Enabled WSH: Override Ship to Deliver Workflow WSH: Pick Release Batch Size WSH: Populate latest ship/delivery date WSH: Quick Ship Default View WSH: Retain ATO Reservations WSH: Run PL/SQL Profiler
Site default
Corporate No Procedure /tmp/erpcrp2 %
Yes
No No
No
WSH:Default Shipping Responsibility for OTM WSH:Default Shipping User For OTM
ANONYMOUS
Profile Option Name WSH: Bulk Batch Size WSH: DSNO Output File Extension WSH: Debug Enabled WSH: Debug File Prefix WSH: Debug Level WSH: Debug Log Directory WSH: Debug Module WSH: Defer Inventory Process Online WSH: Express Pick WSH: Internet Proxy URL WSH: Overpicking Enabled WSH: Pick Release Batch Size WSH: Quick Ship Default View WSH: Retain ATO Reservations WSH: Run PL/SQL Profiler
EBDEV 11/07/2007 Site
No Procedure /app10/ebtest/ebtestdb/10.2.0/appsutil/outbound/EBTEST_rhd b05 %
No 1000 Delivery Confirm
No
Initial Tasks Setup/OE: Define Profiles-User Order Entry>SetUp>Profiles

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define Personal Profile Values for users. The profile options listed are those for Order Entry/Shipping that can be updated at a User level. See the OE: Define Profiles-System for detail information on each of these options.
<Personal Profile Values>

Profile Name Default value Yes User Value
OE: AutoBackorder OE: AutoDemand OE: AutoPrice OE: Debug Level OE: Item View Method OE: Reservations OE: Schedule Date Window OE: Validate Option Line Item OE: Weight Unit of Measure Class
0 No 30
Comment [RM5]: Just leave the seeded values
Rules, Shipping Information Setup/OE: Define Security Rules Order Entry>SetUp>Rules>Security

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to assign Security Rules to your order information. You can assign Security Rules to your order information. You can specify the steps in the order process where you no longer allow users to add, delete, modify, or cancel order or return lines. You can use the default rules, which provide the minimum limits to maintain data integrity, or define your own stricter rules to reflect your order and return maintenance policies.
<Security Rules>
Use this region to choose the block for which you want to define Security Rules.
Block Name Order Header Order Line Order Sales Credit Order Price Adjustment Line Sales Credit Line Price Adjustment Blanket Header Blanket Line Line Payment Order Payment
Block Rules <Block Rules>
oe_constraints.xls
Define the Security Rules for the Block.

Operation Update
<Rules>
Num. Modifier Condition Name Action Result Scope System Rules
<Field Security for the Block>

Use this region to choose the Field for which you want to define security rules.
Field Name
Field Rules
<Rules>
Define the Security Rules for the Block.
Operation Update
Number
Modifier
Condition Name
Action
Result
Scope
System Rules
Rules, Shipping Information Setup/OE: Define Standard Value Rule Set Order Entry>Setup>Rules>Values
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to create and modify Standard Value Rule Sets to improve the efficiency and accuracy with which you enter orders. You can define the rules to determine the source and prioritization for defaulting order information to reduce the amount of information you actually type in the Sales Orders window. For most fields, you can assign one or more standard value sources in a priority sequence, or if the default is always the same, you can define a constant value.
Record Sets: Entity
Record Sets: Seeded? * * * * * * * * * * * *
Record Sets: Record Set
Record Sets: Short Name LINPMTS LINPMT LINEADJ LINADJS LSCRDIT LINSCRS ORDER ATOCON CONFIG LINE ORDLINS SHIPSET
Record Sets: Description
Record Sets: Based on Primary Key?
Line Payment Line Payment Line Price Adjustment Line Price Adjustment Line Sales Credit Line Sales Credit Order Header Order Line Order Line Order Line Order Line Order Line
Line Line Payment Line Price Adjustment Order Line Line Sales Credit Order Line Order ATO Configuration Configuration Line Order Ship Set
Payment for one order line Line Payment Line Price Adjustment Price Adjustments for one order line * Sales Credits for one order line Order Header ATO Configuration Line Configuration Order Line All lines for one order Ship Set * * *
Order Payment Order Payment Order Price Adjustment Order Price Adjustment Order Sales Credit Order Sales Credit Sales Agreement Header Sales Agreement Line
* * * * * * *
Order Order Payment Order Order Price Adjustment Order Order Sales Credit Sales Agreement Header Sales Agreement Line
ORDPMTS ORDPMT HDRADJS HDRADJ HDRSCRS HSCRDIT BLKTHDR
Payment for one order header Order Payment Price Adjustments for one order header Order Price Adjustment Sales Credit for one order header * * *
BLKTLIN
Record Sets: Entity Blanket Header Blanket Line Line Payment Line Payment Line Price Adjustment Line Price Adjustment Line Sales Credit Line Sales Credit Order Header Order Line Order Line Order Line Order Line Order Line Order Payment Order Payment Order Price Adjustment Order Price Adjustment Order Sales Credit Order Sales Credit
Record Sets: Seeded Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
Record Sets: Record Set Blanket Header Blanket Line Line Line Payment Line Price Adjustment Order Line Line Sales Credit Order Line Order ATO Configuration Configuration Line Order Ship Set Order Order Payment Order Order Price Adjustment Order Order Sales Credit
Record Sets: Description
Primary Key Y Y Y Y Y
Payment for one order line Line Payment Line Price Adjustment Price Adjustments for one order line Sales Credits for one order line Order Header ATO Configuration Line Configuration Order Line All lines for one order Ship Set Payment for one order header Order Payment Price Adjustments for one order header Order Price Adjustment Sales Credit for one order header
Y Y Y
<Standard Value Rule Set>

Name Description
<Block>
Block
<Fields>
<Defaulting Rules>
Sequence Object Attribute Value Allow Override Override User-Specified Value
Comment [RM6]: Skip no need right now
Rules, Shipping Information Setup/OE: Choose Shipping Printers Order Entry>Setup>Shipping>Choose Printers
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define valid Printers for all picking and Shipping Documents at Site, Application, Responsibility, and User levels. You can assign shipping documents and selected reports to specific printers. For example, you can assign pick slips and pack slips to your warehouse tractor feed printer, your mailing labels to a tractor feed printer stocked with blank labels, and other documents to a laser printer in your order entry office.
<Choose Printer for Shipping Documents>

Document Choices: Level Value Printer Comments Enabled Bill of Lading
Comment [RM7]: Just use seeded values
Rules, Shipping Information Setup/OE: Define Document Sets Order Entry>Setup>Shipping>Document Sets
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to group Shipping Documents and other reports in the Confirm Shipment window or the Release Sales Orders For Picking window, depending on the option you select in the Usage field. When you select a document set in either the Release Sales Orders For Picking or Confirm Shipment windows, the documents print automatically when you save your actions.
<Shipping Document Sets>

Document Set Description Usage Effective Dates: From Effective Dates: To Printing Method Documents: Sequence 10 20 30 Application
(Documents Set Name)
Ship Confirm DocumentsXXX SHIP CONFIRM
PICK RELEASEShip Confirm 06/20/07
Report Name Packing Slip Report Bill Of Lading Commercial Invoice
Description Packing Slip Report Bill Of Lading Commercial Invoice
Shipping Execution Shipping Execution Shipping Execution
Pre-change
Post Change 6/30/08
Pre Change
Post Change 6/30/08
Pre Change
Rules, Shipping Information Setup/OE: Define Release Sequence Rules

Comment [RM8]: Skip no need right now
Order Entry>Setup>Shipping>Release Sequence Rules

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define Release Sequence Rules to specify the order in which eligible picking lines are released during Pick Release. The order in which picking lines are released using a Release Sequence Rule is based on five attributes: order number, outstanding invoice value, schedule date, departure date, and shipment priority. You can assign a Priority (1 through 5) to one attribute or all of the attributes for the release sequence rule, with 1 being the highest priority and 5 being the lowest priority.
<Release Sequence Rules>

Formatted: Font: 12 pt, Bold
Shipping Parameters are setup per inventory organization. Navigation: Shipping>Setup>Shipping Parameters
Shipping Parameters (HQF)

General Weight UOM Class Volume UOM Class Percent Fill Basis Export Compliance Screening (requires ITM Partner Integration) Pick Release Release Sequence Rule Pick Slip Grouping Rule Print Pick Slip Number of Pick Slip Lines Default Pick Release Document Set Default Stage Subinventory Default Stage Locator Autocreate Deliveries Auto Allocate Enforce Ship Sets and Ship Models Plan Tasks Shipping Transaction Default Ship Confirm Document Set Ship Confirm Rule Auto-pack Options Goods Dispatched Account Enforce Packing in Containers Delivery Delivery Grouping Attributes Ship From Location Customer Freight Terms FOB Code Ship To Location Intermediate Ship To Location Ship Method Checked (field protected) Checked Unchecked Checked Checked (field protected) Unchecked Checked 9 Company Confidential - For internal use only No NoYes Un-CheckedYes Checked SHPSTAGE Default: Order Number Default: Order Number At the End Weight Volume None Not Required
Autocreate Delivery Criteria Appending Limit
Within an OrderAcross Orders Do Not Append
Shipping Parameters (EDC)

General Weight UOM Class Volume UOM Class Percent Fill Basis Export Compliance Screening (requires ITM Partner Integration) Pick Release Release Sequence Rule Pick Slip Grouping Rule Print Pick Slip Number of Pick Slip Lines Default Pick Release Document Set Default Stage Subinventory Default Stage Locator Autocreate Deliveries Auto Allocate Enforce Ship Sets and Ship Models Plan Tasks Shipping Transaction Default Ship Confirm Document Set Ship Confirm Rule Auto-pack Options Goods Dispatched Account Enforce Packing in Containers Delivery Delivery Grouping Attributes Ship From Location Customer Freight Terms FOB Code 9 Company Confidential - For internal use only Checked (field protected) Yes No YesNo Yes Yes ESP Default: Order Number Default: Order Number At the End Weight (UOM = Kilogram) Volume (UOM=Cubic Inch) NoneWeight Not Required
Ship To Location Intermediate Ship To Location Ship Method Autocreate Delivery Criteria Appending Limit
Checked (field protected)
Across Orders Do Not Append
Key
Option al Required
Ship Confirm Rules There are 2 rules setup in EBSUPPORT that can be used to ship confirm deliveries. XXX SHIP ALL is setup to ship all entered quantities and XXX BO SHIP CONFIRM, will backorder all quantities. The backorder rules should be used when an order (delivery) was picked in error and you do not want it shipped in Oracle.
Formatted: Font: 10 pt
Formatted: Font: 12 pt, Bold
Rule Description Effective Dates: From Effective Dates: To Release Priority Order Outstanding Invoice Value
Default: Order Number This is the default Pick Sequence Rule for Shipping Execution 05/31/02
Priority 1
Ascending Y Y
Descending
Schedule Date Departure Date Shipment Priority
Y Y Y
Rules, Shipping Information Setup/OE: Define Pick Slip Grouping Rules Order Entry>Setup>Shipping>Pick Slip Grouping Rules
Comment [RM9]: Leave with seeded not required right now
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define Grouping Rules to determine how released picking lines are grouped onto Pick Slips. Grouping Rules allow you to specify the criteria by which released picking lines are grouped. Select from the following criteria: order number, carrier, subinventory, shipment priority, customer, departure, ship to, and delivery. If you select Order Number, for example, all picking lines with the same order number are grouped on the same pick slip. If you pick Carrier and Customer, all picking lines with the same freight carrier and customer are grouped on a pick slip.
<Pick Slip Grouping Rules>

Rule Name Description Effective Dates: From Effective Dates: To Group By: Order Number Group By: Carrier Subinventory Departure Customer Delivery Ship To Shipment Priority 9 Company Confidential - For internal use only Default Bulk Picking Rule Default Bulk Picking Rule 10/27/04
Formatted: Font: Not Bold Formatted
Rules, Shipping Information Setup/OE: Define Container Load Relationships Order Entry>Setup>Shipping>Container Load Details
Comment [RM10]: Skip not needed
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define the relationship between Container items and Load items to specify which and how many items can be contained within other items. Container items are items that can contain other items. Load items are items that can be loaded into a container. Since a container item can be loaded into another container, a container item can also be a load item. For example, axles can be packed into a box and the box can be loaded onto a vehicle. The box serves as both a container item for the axles and a load item for the vehicle.
<Container Load Relationships>

Container: Item Type Load: Item UOM Maximum Quantity
Rules, Shipping Information Setup/OE: Define Shipping Parameters

Formatted: Font: 10 pt, Not Bold
Order Entry>Setup>Shipping>Shipping Parameters

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define the default Parameters used throughout a specific warehouse (organization).
Shipping Parameters (HQF)

General Weight UOM Class Volume UOM Class Percent Fill Basis Export Compliance Screening (requires ITM Partner Integration) Pick Release Release Sequence Rule Pick Slip Grouping Rule Print Pick Slip Number of Pick Slip Lines Default Pick Release Document Set Default Stage Subinventory Default Stage Locator Autocreate Deliveries Auto Allocate Enforce Ship Sets and Ship Models Plan Tasks Shipping Transaction Default Ship Confirm Document Set Ship Confirm Rule Auto-pack Options No 9 Company Confidential - For internal use only Un-Checked Checked STAGE Default: Order Number Default: Order Number At the End Weight Volume None Not Required
Goods Dispatched Account Enforce Packing in Containers Delivery Delivery Grouping Attributes Ship From Location Customer Freight Terms FOB Code Ship To Location Intermediate Ship To Location Ship Method Autocreate Delivery Criteria Appending Limit Checked Within an Order Do Not Append Checked Checked (field protected) Checked (field protected) Checked No
Shipping Parameters (EDC)

General Weight UOM Class Volume UOM Class Percent Fill Basis Export Compliance Screening (requires ITM Partner Integration) Pick Release Release Sequence Rule Pick Slip Grouping Rule Print Pick Slip Number of Pick Slip Lines Default Pick Release Document Set Default Stage Subinventory Default Stage Locator Autocreate Deliveries Auto Allocate Enforce Ship Sets and Ship Models Plan Tasks Shipping Transaction 9 Company Confidential - For internal use only At the End None Not Required
Default Ship Confirm Document Set Ship Confirm Rule Auto-pack Options Goods Dispatched Account Enforce Packing in Containers Delivery Delivery Grouping Attributes Ship From Location Customer Freight Terms FOB Code Ship To Location Intermediate Ship To Location Ship Method Autocreate Delivery Criteria Appending Limit Across Orders Do Not Append Checked (field protected) Checked (field protected) No No
<Shipping Parameters> (Warehouse)

Parameter General: Weight UOM Class General: Percent Fill Basis Pick Release: Pick Slip Grouping Rule Pick Release: Default Pick Release Document Set Departure Planning: Weight/Volume Calculation Confirm Delivery/Departure: Default Departure Document Set Confirm Delivery/Departure: Container Inventory Control Weight Value Parameter General: Volume UOM Class Pick Release: Release Sequence Rule Pick Release: Print Pick Slip Departure Planning: Line Assignment Method Confirm Delivery/Departure: Default Delivery Document Set Confirm Delivery/Departure: Weight/Volume Calculation Confirm Delivery/Departure: Enforce Packing 9 Company Confidential - For internal use only At the End Value
Parameter
Value
Parameter in Containers
Value
Items and Pricing Setup/OE: Enable Parameters ??? Order Entry>Setup>Parameters

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to Enable Parameters for pricing components, discount lines, note additions, and holds.
<Enable Parameters>
Enabled
Source
Name
Description
Enabled
Source
Name
Description
Parameter Name Item Validation Organization Audit Trail Customer Relationships Margin Calculation Enable Freight Ratings Enable Ship Method Latest Acceptable Date Reschedule with Request Date Change Default Hint for Pricing and Availability Reschedule with Ship Method Change Promise Date Setup Allow Partial Reservation Firm Demand Events Allow Multiple Payments Authorize First Installment Only OM: Configuration Effective Dates Retrobill Reason Code Default Order Type Enable Retrobilling No Response From The Approver Call line DFF extension API in COPY Default value for Action - Copy Complete Configuration Apply credit hold on zero value order Transaction Date for Inventory Interface Non Ship Process Credit Hold Sequence for Order Lines Initiate Credit check at Cancellation Customer Relationships (Service)
Description Enabled Item Validation Organization Y Audit Trail Y Customer Relationships Y Margin Calculation Y Enable Freight Ratings Y Enable Ship Method Y Latest Acceptable Date Y Reschedule with Request Date Change Y Default Hint for Pricing and Availability form Y Reschedule with Ship Method Change Y Promise Date Setup Y Allow Partial Reservation Y Firm Demand Events Y To enable Multiple Payments functionality Y To authorize first installment only Y This parameter will be used to determine the date used to filter available components in the model BOM. Y Reason for retrobilling credit memo Y Default order type for retrobilling Y Enable Retrobilling Y Approver did not respond within allotted time frame Y Set this parameter if you implement the API OE_COPY_UTIL_EXT.Copy_Line_DFF Y This parameter will control the default value for Action - Copy Complete Configuration - on COPY form Y To control hold on Orders with zero value Y Transaction Date for Inventory Interface Non Ship Process Y Credit Hold Sequence for Order Lines Y Initiate Credit check at Cancellation Y Customer Relationships (Service) Y
Formatted: No bullets or numbering
Parameter Allow Partial Reservation Apply credit hold on zero value order Audit Trail Call line DFF extension API in COPY Cascade Hold to Options of Non SMC PTO Model Configuration Effective Dates Credit Hold Sequence for Order Lines Credit Memo Transaction Type Credit Salesperson for Freight on Sales Customer Address Validation during Order Import Customer Relationships Customer Relationships (Service) Default Hint for Pricing and Availability Default Order Type Default value for Action - Copy Complete Configuration Enable Freight Ratings Enable Fulfillment Acceptance Enable Recurring Charges Enable Retrobilling Enable Ship Method Firm Demand Events GSA Violation Action Initiate Credit check at Cancellation Installment Options Inventory Item for Freight Invoice Freight as Revenue Invoice Source Invoice Transaction Type
Value
[ ]
Enable when Order is Booked
All Customers
FREIGHT Yes
Item Validation Organization Latest Acceptable Date Margin Calculation No Response From The Approver Non-Delivery Invoice Source OM : Auto Schedule Sets Overshipment Invoice Basis Promise Date Setup Requestor For Drop Ship Orders Created By External Users Reschedule with Request Date Change Reschedule with Ship Method Change Reservation Time Fence Retrobill Reason Code Schedule Line On Hold Show Discount Details on Invoice Transaction Date for Inventory Interface Non Ship Process
XXX Master Organization
Formatted: Body Text, Indent: Left: 0", First line: 0"
Order Cycles Setup/OE: Define Cycle Actions Order Entry>SetUp>Orders>Cycles>Actions

Comment [RM11]: skip
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to define Cycle Actions and action approvals.
<Process Owner>
<Cycle Actions>
Name Description Level Approval Action
Order Cycles Setup/OE: Define Cycle Results Order Entry>SetUp>Orders>Cycles>Results

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define Cycle Action Results. Examples of possible results include Entered, Pass, Fail, Released, Partial, or Complete.
<Cycle Results>
Name Description
Order Cycles Setup/OE: Assign Action Results Order Entry>SetUp>Orders>Cycles>ActionResults

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to link Cycle Actions with their possible results.
<Process Owner>
<Cycle Actions
Cycle Action Description Results: Cycle Result Description Passing Result
Order Cycles Setup/OE: Define Order Cycles Order Entry>SetUp>Orders>Cycles>Cycles

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define Order Cycles. Order Cycles describe the processing, or routing, through which orders progress in your company.
<Order Cycle>
Use this region to describe and activate an Order Cycle. We recommend that you enter a description that identifies the steps in the Order Cycle.
Order Cycle Description Effective Dates (From): Effective Dates (To):
Cycle Actions: Action Description
Cycle Action Prerequisites: Action Set Action Result
Comment [RM15]: leave what is seeded
Order Setup/OE: Define Payment Terms Order Entry>Setup>Orders>Payment Terms

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to define standard Payment Terms for your customers.
Name Base Amount Description CutOff Day Print Lead Days Credit Check Allow Discount On Partial Payments First Installment Discount Basis Start Date End Date
<Process Owner>
Payment Schedules
Use this zone to define the Payment Schedules of the installments of your standard payment terms.
Sequence Relative Amount Due: Days Due: Date Due: Day of Month Due: Months Ahead
Discounts
Use this zone to enter the Discounts that you want to assign to each payment schedule line of your payment terms.
Discount Percent Discount Days Discount Date Discount Day of Month Discount Months Ahead
Comment [RM16]: AR will do
Order Setup/OE: Define Transaction Types for AR Receivables>Setup>Transactions>Transaction Types

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define your debit memo, credit memo, on-account credit, chargeback, deposit, guarantee, and invoice Transaction Types.
Name Description Class Open Receivable Post To GL Terms Printing Option Transaction Status Allow Freight Tax Calculation Creation Sign Natural Application Only Application Rule Set Allow Overapplication Receivable Account
Freight Account Revenue Account Clearing Account Unbilled Account Unearned Account Tax Account Invoice Type Credit Memo Type Start Date End Date
Comment [RM17]: AR setup dont do
Customer Setup/OE: Define Credit Checking Order Entry>Setup>Rules>Credit

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to define your Credit Checking Rules according to your business needs.
<Process Owner>
<Credit Check Rules>

Rule Effective Dates From: Effective Dates To: Total Credit Exposure: Include Open Receivables Balances Open Receivables Days Include Uninvoiced Orders Scheduled Shipping Horizon Days Include Orders Currently On Hold Include Tax Include Payments at Risk
Order Cycles Setup/OE: Define Order Types Order Entry>Setup>Orders>Types

Control Number: Business Area: Date: Comment [j18]: This list is not validated as there are 260 txn types . This will be update during the conversion instance preparation. CRP2 instance order types will be used to create new instance.
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define order types. Order Types are required for entering orders and returns because they specify processing rules and order entry defaults.
<Order Types>
Operating Unit: XXX US (EBTEST 6/30/08)
Transaction Type Description Order Category Sales Document Type Transaction Type Code Fulfillment Flow Effective Dates XXX SHOW TYPE XXX_COM_O RDER XXX_MIN_C ONS _STATUS XXX ORDER AMT LIMIT XXX NONCOM SHP/SOLD
C-US CATALOG US Order Sales Order ORDER Order Flow Generic XXXXX 01-JAN-2000 B-US BRIDAL US Order Sales Order ORDER Order Flow Generic XXXXX 01-JAN-2000 K-US KITCHEN US Order Sales Order ORDER Order Flow Generic XXXXX 01-JAN-2000 F-US FUND RAISER US Order Sales Order ORDER Order Flow Generic XXXXX 01-JAN-2000 I-US INDIVIDUAL US Order Sales Order ORDER Order Flow Generic XXXXX 01-JAN-2000 O-US Individual Web/Bridal Registry - US Order Sales Order ORDER Order Flow - Generic XXXXX 01-JAN-2000
Additional Order Type Information (DFF) C YES B YES K YES F YES I YES O YES
TO
Main TAB - Document
Default Order Line Type
STANDARD-US
STANDARDUS
STANDARDUS
STANDARD-US
STANDARD-US
STANDARD-US
Main TAB - Pricing
Price List
US SHOW
US SHOW
US SHOW
US SHOW
US SPECIALS INDIVIDUAL ORDERS
US SPECIALS - O ORDER TYPE
Main TAB Credit Checking Rule Ordering Shipping TAB Warehouse Shipping Method Shipping Priority Freights Terms
XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid OCM Default Credit Check RuleXXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK
Finance TAB Rule Invoicing Rule Finance TAB Source Invoice Source / Non Delivery Invoice Source Finance TAB Credit Method For Receivables Transaction Type INV-C-US INV-B-US INV-K-US INV-F-US INV-IM-US INV-IW-US
Advance Invoice
XXX Order Management
Operating Unit: XXX US (EBTEST 6/30/08)

Transaction Type Description
R-US Bridal Registry Web - US V-US CERTIFICATE US Z-US REPLACEMEN T - US S-US SUPPLY - US E-US ENHANCEMENT - US X-US BOOSTER - US
Order Category Sales Document Type Transaction Type Code Fulfillment Flow Effective Dates
Order Sales Order ORDER Order Flow Generic XXXXX
Order Sales Order ORDER XXXXX Order Flow - Generic Non Comm 01-JAN-2000 V No
Order Sales Order ORDER XXXXX Order Flow - Generic Non Comm 01-JAN-2000 Z No
Order Sales Order ORDER XXXXX Order Flow - Generic Non Comm 01-JAN-2000 S No
Order Sales Order ORDER XXXXX Order Flow - Generic Non Comm 01-JAN-2000 E No
Order Sales Order ORDER XXXXX Order Flow Generic Non Comm 01-JAN-2000 X No
01-JAN-2000 Additional Order Type Information (DFF)
XXX SHOW TYPE XXX_COM_OR DER XXX_MIN_CO NS _STATUS XXX ORDER AMT LIMIT XXX NONCOM SHP/SOLD TO Main TAB - Document Default Order Line Type
R Yes
500.00 CON CON CON
STANDARD-US
STANDARDUS
SHIPPING-US
SHIPPING-US
SHIPPING-US
SHIPPING-US
Main TAB Pricing Price List

US SHOW US SHOW US REPLACEMEN TS PARTS
US SUPPLY ORDER
US SHOW
US BOOSTER
Main TAB Credit Checking Rule Ordering Shipping TAB Warehouse Shipping Method Shipping Priority Freights Terms
XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK
Finance TAB Rule Invoicing Rule Finance TAB Source Invoice Source / Non Delivery
XXX Order Management Advance Invoice
Invoice Source Finance TAB Credit Method For Receivables Transaction Type
INV-R-US INV-V-US INV-AZ-US INV-ST-US INV-EHP-US INV-GX-US
Operating Unit: XXX US

Transaction Type Description Order Category Sales Document Type Transaction Type Code
G-US G Order - US Order Sales Order ORDER H-US SAMPLE - US Order Sales Order ORDER XXXXX Order Flow - Generic Non Comm 01-JAN-2000 H No T-US T ORDER - US Order Sales Order ORDER Order Flow Generic 01-JAN-2000 T No P-US PERSONAL - US Order Sales Order ORDER XXXXX Order Flow - Generic Non Comm 01-JAN-2000 P No A-US COMPANY STORE - US Order Sales Order ORDER XXXXX Order Flow - Generic Non Comm 01-JAN-2000 A No No CERT-US USED FOR GIFT CERTIFICATE Order Sales Order LINE
XXXXX Order Flow - Generic Fulfillment Flow Non Comm 01-JAN-2000 Effective Dates Additional Order Type Information (DFF) XXX SHOW TYPE G
01-JAN-2000
XXX_COM_ORD ER XXX_MIN_CONS _STATUS XXX ORDER AMT LIMIT XXX NONCOM SHP/SOLD TO
No
CON
CON
CON
CON
Main TAB Document Default Order Line Type Main TAB Pricing Price List
US G SHOW TYPE US SAMPLE ORDERS US SPECIALS PERSONAL ORDERS US COMPANY STORE US SHOW SHIPPING-US SHIPPING-US SHIPPING-US SHIPPING-US SHIPPING-US
Main TAB Credit Checking Rule Ordering Shipping TAB Warehouse

XXX HQF Inventory XXX HQF Inventory XXX HQF Inventory XXX HQF Inventory XXX HQF Inventory XXX HQF Inventory XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK XXX CREDIT CHECK
Shipping Method Shipping Priority Freights Terms Fulfillment Set Finance TAB Rule Invoicing Rule
GND STANDARD
GND STANDARD
GND STANDARD
GND STANDARD
GND STANDARD
MAIL STANDARD
Prepaid
Yes
Prepaid
Prepaid
Prepaid
Prepaid
Advance Invoice
Finance TAB Source Invoice Source / Non Delivery Invoice Source Finance TAB Credit Method For Receivables Transaction Type
INV-GX-US INV-EHP-US INV-ST-US INV-EHP-US INV-AZ-US XXX Order Management

Transaction Type Description Order Category Sales Document Type Transaction Type Code Fulfillment Flow Effective Dates XXX SHOW TYPE XXX_COM_O RDER XXX_MIN_C ONS _STATUS XXX ORDER AMT LIMIT XXX NONCOM 01-JAN-2000 OS-RE-TURNUS OVERSHIPME NT RETURN Return Sales Order LINE US-RMA US ADJUSTMENT ORDER Mixed Sales Order ORDER Order Flow Generic RMA XXXXX 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 01-JAN-2000 LSLC-US LOST SHIPMENT/ CARTON Order Sales Order LINE OS-LINE-US OVERSHIPMENT Order Sales Order LINE RMASHP-US RMA SHIPPING LINE Order Sales Order LINE US-RETURN RETURN AND CREDIT Return Sales Order LINE
Additional Order Type Information (DFF)
No
No
No
No
No
No
SHP/SOLD TO Main TAB Document Default Return Line Type Default Order Line Type Main TAB Pricing Price List US SHOW US SHOW LSLC-US US SHOW US SHOW US SHOW US-RETURN RMASHP-US
Main TAB Credit Checking Rule Ordering Packing Shipping TAB Warehouse Shipping Method Shipping Priority Freights Terms Fulfillment Set XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid Yes XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX CREDIT CHECK
Finance TAB Rule Invoicing Rule Advance Invoice Advance Invoice Advance Invoice Advance Invoice Advance Invoice Advance Invoice
Finance TAB Source Invoice Source / Non Delivery Invoice Source XXX OM CREDIT MEMO
XXX OM CREDIT MEMO
Finance TAB Credit Method For Receivables Transaction Type Tax Event INV-ADJ-US INV-ADJ-US ENTERING INV-ADJ-US INV-ADJ-US INV-ADJ-US INV-ADJ-US

Transaction Type Description Order Category Sales Document Type Transaction Type Code Effective Dates XXX SHOW TYPE XXX_COM_ORDE R XXX_MIN_CONS _STATUS XXX ORDER AMT LIMIT XXX NONCOM SHP/SOLD TO SHIPPING-US USED FOR NON SHOW ORDERS Order Sales Order Line 01-JAN-2000 US-CR CREDIT ONLY - NO RETURN Return Sales Order LINE 01-JAN-2000 STANDARD-US STANDARD SHIPPING LINE Order Sales Order LINE 01-JAN-2000 FREIGHT-US USED FOR CAPTURING FRIEGHT TAX Order Sales Order LINE 01-JAN-2000
Additional Order Type Information (DFF) No No No No
Main TAB Document Default Return Line Type Default Order Line Type Main TAB Pricing Price List Main TAB Credit Checking Rule Ordering Packing Picking/Purchase Release Shipping Shipping TAB Warehouse Shipping Method Shipping Priority Freights Terms Finance TAB Rule Invoicing Rule Advance Invoice Advance Invoice Advance Invoice 9 Company Confidential - For internal use only XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid XXX HQF Inventory GND STANDARD Prepaid US SHOW US SHOW
FREIGHT-US
Finance TAB Source Invoice Source / Non Delivery invoice Source XXX OM CREDIT MEMO XXX OM CREDIT MEMO XXX Order Management
Finance TAB Credit Method For Receivables Transaction Type INV-ADJ-US
Assign Line WorkFlow Order types must be assigned line workflows. The workflow assignments below are from the US order types. CA, DE and UK should look the same.
Assign Line Workflow Order Type CERT-US Line Flow Generic, Bill Only STANDARD-US XXXXX Line Flow - Generic with Wait to Fulfill FREIGHT-US Line Flow Generic, Bill Only SHIPPING-US XXXXX Line Flow - Generic with Wait to Fulfill
C Y B Y K Y F Y I Y O Y R V Z S E X
Assign Line Workflow Order Type CERT-US Line Flow - Generic, Bill Only SHIPPING-US XXXXX Line Flow - Generic with Wait to Fulfill - Kit Request SHIPPING-US XXXXX Line Flow - Generic with Wait to Fulfill FRIEGHT-US Line Flow - Generic, Bill Only OS-LINE-US XXX Line Flow - Generic, Bill Only with wait to fulfill US-CR XXX Line Flow - Return for Credit Only with wait for fulfillment G H T P Y
Y Y Y Y Y Y Y Y Y Y Y Y
RMA
Comment [RM19]: Since we do not have the custom workflows just use generic match
US-RETURN Line Flow - Return for Credit with Receipt RMASHP-US Line Flow - Generic with Wait to Fulfill RMASHP XXXXX LSLC-US Line Flow - Generic with Wait to Fulfill OS-RE-TURN-US Line Flow - Return for Credit with Receipt
Y Y Y Y
Transaction Type Descriptive Flexfield Values The following is the values loaded into the transaction types DFF. The flexfield at the present time has the following segments defined. XXX SHOW TYPE XXX_COM_ORDER XXX_MIN_CONS_STATUS XXX ORDER AMT LIMIT XXX NONCOM SHP/SOLD TO
Comment [RM20]: Skip warehouse will do
Rules, Shipping Information Setup/OE: Define Release Rules Order Entry>Setup>Shipping>Release Rules
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define Shipping Release Rules. The Release Rules window defines and saves picking criteria that can be used when running Pick Release. Once you have created a Release Rule, you can select the rule from the Based On Rule list on the Release Sales Orders For Picking window to automatically populate the fields on the window with the predefined picking criteria.
<Release Rules>
Rule Effective: From Effective: To Release Criteria Orders Autocreate Deliveries Prior Reservations Only Shipment Priority Subinventory Carrier Scheduled Ship Dates: From Scheduled Ship Dates: To Requested Dates: From
Requested Dates: To Order Type Order Number Ship Set Item Customer Ship To Include Planned Lines Release Sequence Rule Allow Partial Release Pick Slip Grouping Rule
Customer Setup/OE: Define Territories Order Entry>Setup>Sales>Territories

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number>
<Priority (H, M, L)>
<Process Owner>
Territories Zone
Name Description Flexfield Active Effective Date Start Effective Date End
Comment [RM22]: use seeded values
Customer Setup/OE: Define Sales Credit Types Order Entry>Setup>Sales>Credit Types

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define Sales Credit types. Oracle Order Entry uses Sales Credit Types to determine if the sales credit for an order is a quota or a non-quota amount.
<Sales Credit Types>

Credit Type Description Quota Enabled Yes Yes
Comment [RM23]: will be done by MDM
Customer Setup/OE: Define Salesperson/Sales Agent Order Entry>Setup>Sales>Salespersons

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define multiple Salespersons to which you can assign sales credit when entering orders and invoices. If AutoAccounting depends on salesperson, Receivables uses the general ledger accounts that you enter here in combination with your AutoAccounting rules to determine the default revenue, freight, and receivable accounts for your invoices.
Name Number Active Start Date End Date Sales Credit Type Revenue Account Freight Account Receivables Account Territory Flexfield Start Date End Date
Customer Setup/OE: Define Customers Order Entry>Customers>Standard

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> Description: Use this form to define customer data.
<Priority (H, M, L)>
<Process Owner>
<Customers>
Customer Name (Customer) Number Alternate Name Taxpayer ID Tax Registration Number Active
Classification
Use Reference Profile Class Type Class Category
Tax Code SIC Code Tax Rounding Tax Calculation GSA Ship Partial Salesperson Carrier FOB Order Type Price List Freight Term Warehouse Sales Channel
Marketing
Number of Employees Year Established End Month Analysis Year Revenue: Current Year Revenue: Next Year Sales Partner Use as Reference Competitor Mission Statement
Addresses <Customer Addresses>

Country EDI Location Address Alternate Name City State Postal Code
Province County Reference Language Active Category
Telephones
Area Code Telephone Number Extension Type Primary Active
Contacts: Telephones
Contact Name: Last First Title Job Mail Stop Reference Active
Contact Telephones: Area Code Telephone Number Extension Type Primary Active
Contacts: Roles
Contacts Name: Last First Title Job Mail Stop Reference Active
Contact Roles: 9 Company Confidential - For internal use only
Description
Primary
Bank Accounts
Account Name Account Number Curr Primary Effective Dates: From Effective Dates: To
Payment Methods
Payment Method Name Primary Effective Dates: From Effective Dates: To
Profile: Transaction
Profile Class Credit: Collector Account Status Credit Rating Tolerance Collectable % Risk Code Credit Check Credit Hold Terms: Payment Terms Override Terms Allow Discount Discount Grace Days Receipt Grace Days Receipts: Clearing Days AutoCash Rule Set AutoReceipts Include Disputed Items
Profile: Document Printing

Statements: Send Statement Send Credit Balance Cycle Dunning: Letter Set Consolidated Billing Invoice: Send Format Finance Charges: Charge Interest Compound Interest Days in Period Invoicing: Tax Printing Grouping Rule
Profile: Amounts
Currency Rates and Limits: Currency Finance Charges Interest Rate Max Interest Per Invoice Min Customer Balance for Finance Charges Min Invoice Balance for Finance Charges Min Receipt Amount Min Statement Amount Min Dunning Amount Min Dunning Invoice Amount Order Credit Limit Credit Limit (Value)
Relationships
Name Number Active Reciprocal Type Comment
Customer Setup/OE: Define Customer Agreements Order Entry>Customers>Agreements

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define your Customer Agreements, and to assign pricing, accounting, invoicing, and payment terms to your Agreements.
<Agreement Information>
Agreement Information: Agreement Name Number Customer Agreement Type Contact Effective Dates (From): Effective Dates (To): Purchase Order Sales Person Signature Date Payment Information: Payment Terms Price List
Invoice To Address Invoice Contact Rules: Accounting Invoicing Allow Override: Accounting Rule Allow Override: Invoicing Rule
Order Setup/OE: Define Demand Class QuickCodes Receivables>Setup>System>QuickCodes>Demand Classes

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to maintain existing and to define additional QuickCodes for your shared QuickCode types.
Type Application Description Access Level Code Meaning Description Start Date End Date Enabled
Order Setup/OE: Define AR QuickCodes Order Entry>Setup>QuickCodes>Receivables

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to maintain Oracle Receivables QuickCodes.
<Process Owner>
The following is one example of the Receivables Quick Codes which are queriable in the Receivables QuickCode window. You can cut and paste additional sections for those codes you wish to add values for.
Type User Maintainable Description Name Meaning Description Start Date End Date Enabled User Maintainable
Order Setup/OE: Define Discounts Order Entry>Pricing>Discounts

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number>
<Priority (H, M, L)> Attention: This is done in the setup step called Pricing Discounts.
<Process Owner>
Comment [RM29]: leave with seeded values
Order Setup/OE: Define Holds Order Entry>Setup>Orders>Holds

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define a Hold. You can then use the Apply Holds form to apply holds to orders.
<Holds>
The following are the current holds that have been setup in EBDEV. Some of the holds are seeded by Oracle and will not be displayed here. Additional holds need to be setup based on the processing rules defined by XXX. Additional Hold Information has been added to the holds for programming needs and Service Request creation and routing. There are 4 segments defined. The first segment is called XXX HOLD ID, this is used by the custom program to find the proper hold to apply based on the rules violation it encountered during order import/validation. The second and 3rd segment is used to define the SR group that should be sent the SR based on the hold. The 4th segment is the priority ranking of the hold. The lower the number the greater the priority, so if more than one hold is applied, the priority will determine the routing. A spreadsheet has been created by XXX documenting the holds and their associated DFF settings. The only DFF documented here will be the 1st, XXX HOLD ID, since this is linked to the custom program for order validation.
Name Description Type Workflow Item Workflow Activity
PAST HOST ID MISSING PAST HOST ID MISSING HOST ERROR
XXX Hold Hold Included Items Apply to Order And Line System
Hold Descriptive Flexfield Values

XXX_HOLD_ID US SR GROUP INTERNATIONAL SR GROUP SR PRIORITY 1 Clerical Int'l Support Services 500
HP ITEMS NOT ALLOWED HP ITEMS ARE NOT ALLOWED FOR THIS SHOW TYPE HOST ERROR

XXX_HOLD_ID US SR GROUP INTERNATIONAL SR GROUP SR PRIORITY 2 Clerical Clerical 300
HP ITEMS EXCEED LIMIT Number of HP items exceeds allowed HOST ERROR

XXX_HOLD_ID US SR GROUP INTERNATIONAL SR GROUP SR PRIORITY 3 Customer Solutions Int'l Support Services 500
SHOW DATE ERROR Show Date can not be greater than Received Date CONSULTANT ERROR

MHS SHOW TYPE ERROR 1 Your order type does not qualify to receive Monthly Host SpecialsMHS is not allowed for this show type HOST ERROR

MHS SOLD TO ERROR 1 MHS found on guest line HOST ERROR

MHS SOLD TO ERROR 2 MHS found on undefined line HOST ERROR

Name
MHS SHOW TYPE ERROR 2 Your order type does not qualify to receive Monthly Host SpecialsMHS not allowed for Co-Host. Show type must be K, B, HOST ERROR
XXX Hold
Description
Hold Included Items
Type Workflow Item Workflow Activity Effective Dates
Apply to Order And Line System
DFF: XXX_HOLD_ID

Name
MHS SHOW TYPE ERROR 3 Your order type does not qualify to receive Monthly Host SpecialsMHS not allowed for Past Host. Show type must be K, B, C or F HOST ERROR
XXX Hold
Description
Hold Included Items
Type Workflow Item Workflow Activity

Name
MHS EXCEEDS LIMIT - 1 Your order exceeded the amount of items eligible for the Monthly Host SpecialConsultant is allowed only 1 MHS item for a show HOST ERROR
XXX Hold
Description
Hold Included Items

MHS EXCEEDS LIMIT - 2 Host is allowed only 1 MHS item for a showHost is allowed only 1 MHS item for a show HOST ERROR

Name Description Type Workflow Item Workflow Activity Effective Dates
MHS EXCEEDS LIMIT - 3 Co-Host is allowed only 1 MHS item for a showCo-Host is allowed only 1 MHS item for a show HOST ERROR
DFF: XXX_HOLD_ID
12

MHS EXCEEDS LIMIT - 4 Past Host is allowed only 1 MHS item for a showPast Host is allowed only 1 MHS item for a show HOST ERROR

MHS EXCEEDS ORDER LIMIT - R TYPE Only 1 MHS item total is allowed for an R show HOST ERROR

MHS EXCEEDS ORDER LIMIT Only 2 MHS items total are allowed for this show type HOST ERROR

CHECK HOLD WAITING FOR CHECK FROM CUSTOMER XXX CUSTOM

XXX_HOLD_ID US SR GROUP INTERNATIONAL SR GROUP SR PRIORITY 16
INVALID ITEM Your order contains an item that is not availableInvalid Item Hold at Order Line ITEM ERROR

RETURN HOLD Waiting for Item Return XXX CUSTOM
This hold is applied to RMA orders only. Hold Descriptive Flexfield Values
WARRANTY HOLD Item warranty has expired XXX CUSTOM

BANK ACCOUNT Bank Account not setup for Customer ORDER ERROR

NOT VALID MHS ITEM This item is not a valid MHS ITEM ERRORXXX CUSTOM
DFF: XXX_HOLD_ID
21

ITEM IS ONLY MHS Your order contains an item that is only available to your Current or Past HostThis item can only be used for MHS ITEM ERROR

INVALID HPC ITEM Your order contains an item that is not a Half-Price Combo optionThis item is not a valid HPC. ITEM ERROR

HPC ITEM ONLY Your order has an item that is only eligible for a Host at 1/2 priceThis item can only be used for HPC ITEM ERROR

INVALID KIT CREDIT ITEM You used a Kit Credit as payment and this is not available for this purchaseThis item is not a valid Kit Credit item ITEM ERROR
DFF: XXX_HOLD_ID
25

KIT CREDIT ITEM ONLY Your order contains an item that is only available using a Kit CreditThis item can only be used as a Kit Credit. ITEM ERROR

INVALID SOLD-TO ON R ORDER SOLD-TO CAN ONLY BE H ON R ORDER TYPE.SOLD-TO CAN ONLY BE H ON R ORDER TYPE. ITEM ERROR

Name
Description
GIFT CERT DISCOUNT NOT ALLOWED Your order type does not allow a discount on gift certificate purchasesGIFT CERTIFICATE ITEM NO DISCOUNTING ALLOWED ORDER ERROR
XXX Hold
Hold Included Items

Name
ONLY HOST CAN ORDER HP/HPC Your order contains a purchase only available to a Host or Co-HostONLY HOST CAN USE HP/HPC ITEMS ON C or R SHOWS. ITEM ERRORXXX CUSTOM
XXX Hold
Description
Hold Included Items

Name
HP/HPC VALID FOR H, C AND CONS Your order has exceeded the amount earned on half-price items purchasedHP/HPC ONLY VALID FOR HOST, CO-HOST OR CONSULTANT. CONSULTANT ERROR
XXX Hold
Description
Hold Included Items

Name
Description
ONLY HOST/CO-HOST CAN USE KCONLY HOST/CO-HOST CAN USE KC Your order contains a purchase only available to a Host or Co-HostONLY HOST/CO-HOST CAN USE KIT CREDITS CONSULTANT ERROR
XXX Hold
Hold Included Items

KIT AMT EXCEEDS AVAIL FPV/PTS KIT CREDIT AMOUNT EXCEEDS AVAILABLE FPV CONSULTANT ERROR

CONSULTANT AND HOST LINES Both Consultant and Host lines found in show CONSULTANT ERROR

10 DAY HOLD - INSF FUNDS10 DAY HOLD INSF FUNDS Ten day hold applied due to insufficient fundsTen day hold applied due to insufficient funds NSF HOLD OM Order Header Close Order

XXX_HOLD_ID US SR GROUP INTERNATIONAL SR GROUP SR PRIORITY 34 FSRM FSRM 300
LIMIT EXCEEDED XXX DEBIT CARD Payment amount exceeds XXX Debit Card Limit VERIFY FUNDS OM Order Header Close Order

XXX_HOLD_ID US SR GROUP INTERNATIONAL SR GROUP SR PRIORITY 35 FSRM FSRM 300
Name
CO-HOST NOT ALLOWED ON C OR F Your order has a Co-host listed and is ineligible for benefits on this type of orderCo-host is not allowed on C or F show orders CONSULTANT ERROR
XXX Hold
Description
Hold Included Items

GUEST SALES BELOW MINIMUM Guest Sales do not meet minimum amount for show. GUEST ERROR

GUEST SALES/NUMBER BELOW MIN Guest Sales/Number of Guests do not meet minimum amounts for show. UK Only GUEST ERROR

XXX_HOLD_ID US SR GROUP INTERNATIONAL SR GROUP SR PRIORITY Int'l Support Services 500 38
ITEM NOT IN PRICE LIST ITEM NOT IN PRICE LIST ITEM ERROR

LINE QTY EXCEEDS LIMIT Line Qty exceeds limit of ORDER ERROR

XXX_HOLD_ID US SR GROUP INTERNATIONAL SR GROUP SR PRIORITY 40 Consultant Career Solutions Consultant Career Solutions 400
LINE AMOUNT EXCEEDS LIMIT LINE AMOUNT EXCEEDS LIMIT ORDER ERROR OM Order Header Close Order

DUPLICATE ORDER DUPLICATE ORDER ORDER ERROR

Name
ORDER ERRORS ORDER HAS ERRORS AT THE LINE LEVEL THAT MUST BE RESOLVEDORDER HAS ERRORS AT THE LINE LEVEL THAT MUST BE RESOLVED ORDER ERROR
XXX Hold
Description
Hold Included Items

Formatted: Indent: Left: 0", First line: 0"
CODE E INVALID PAYMENT METHOD CODE E - INVALID PAYMENT METHOD PAYMENT ERROR

NO SALES TAX COLLECTED Sales Tax was not collected by consultant TAX ERROR

ORDER OUT OF BALANCE Order is out of balance by more than the allowed limit for a auto Com. Adjustment PAYMENT ERROR

DISCOUNT NOT VALID WITH POINTS Line hold - Discount not valid for points item HOST ERROR

ONLY HOST CAN USE POINTS Line hold - Only hosts can use points discountLine hold - Only hosts can use points discount HOST ERROR

CO-HST CAN'T USE PTS ON C SHOW Line hold - Co-host can not use points for C show HOST ERROR

HOST PTS ITEMS EXCEED LIMIT Host point items exceed show limit HOST ERROR

CO-HOST PTS EXCEED SHOW LIMIT Co-host point items exceed show limit HOST ERROR

POINTS ONLY PURCHASE ITEM Points Only purchase item HOST ERROR
DFF: XXX_HOLD_ID
52

UNUSED POINTS HOLD UNUSED POINTS HOLD FOR UK AND GERMANY ORDERS HOST ERROR OM Order Header Close Order

Booster Date Not Within Limit Booster Order Date is beyond 90 days CONSULTANT ERROR

E ORDER EXCEEDS AMOUNT LIMIT MORE THAN ONE ORDER FOUND FOR SHOW NUMBERE ORDER EXCEEDS 500.00 LIMIT CONSULTANT ERROR

Name
ENHANCEMENT MONTH INVALID E ORDER CAN NOT BE PLACED IN CURRENT MONTHE ORDER CAN NOT BE PLACED IN CURRENT MONTH CONSULTANT ERROR
XXX Hold
Description
Hold Included Items

CONS STATUS ERROR E ORDERCONS STATUS ERROR ORDER E ORDER TYPE - CONSULTANT STATUS NOT VALID CONSULTANT ERROR

ITEM EXCEEDS LIFETIME MAX QTY ITEM EXCEEDS LIFETIME MAX QTY ITEM ERROR

ITEM EXCEEDS LIFETIME MAX QTY ITEM EXCEEDS LIFETIME MAX QTY ITEM ERROR

ITEM EXCEEDS ORDER MAX QTY ITEM EXCEEDS ORDER MAX QTY ITEM ERROR
DFF: XXX_HOLD_ID
60

CON STATUS NOT VALID FOR ITEMCON STATUS NOT VALID Your Consultant status indicates you are not eligible for this purchaseCON STATUS NOT VALID CONSULTANT ERROR

CON LEVEL NOT VALID FOR ITEM Your order has an item purchased that is not available at your current levelCON LEVEL NOT VALID FOR ITEM CONSULTANT ERROR

COMBO KIT CAN NOT BE ORDERED Your order has an item that is only eligible for your HostsCOMBO KIT ITEM CAN NOT BE ORDERED ITEM ERROR

Name
CERT LINE ERROR CERT LINE TYPE CAN ONLY BE USED FOR GIFT CERTIFICATE ITEMCERT LINE TYPE CAN ONLY BE USED FOR GIFT CERTIFICATE ITEM ORDER ERROR
XXX Hold
Description
Hold Included Items
DFF: XXX_HOLD_ID
64

Name
Description
QTY EXCEEDS MAX ALLOWED E ORDQTY EXCEEDS MAX ALLOWED ON E ORD Your order exceeded the amount of items eligible on this order typeQUANTITY EXCEEDS MAX ALLOWED - E ORDER TYPE ORDER ERROR
XXX Hold
Hold Included Items
DFF: XXX_HOLD_ID
65

INSUFFICIENT PC DOLLAR BALANCE INSUFFICIENT PC DOLLAR BALANCE PAYMENT ERROR

Name
ORDER RECALL HOLD PLACE RELEASED ORDER ON HOLD TO MAKE CHANGESPLACE RELEASED ORDER ON HOLD TO MAKE CHANGES XXX CUSTOM
XXX Hold
Description
Hold Included Items
This hold is called when an order needs to be changed, after the release to P-800 shipping program. If changes are allowed a recall hold is applied to the order and changes can be made, after the changes are made, the hold must be manually released. After it is released, the shipping interface program will pick up the order and interface it back to the P-800 shipping program. Hold Descriptive Flexfield Values
CHARTER GIFT ERROR CHARTER GIFT ERROR ORDER ERROR

GUEST SALES BELOW MIN GUEST SALES BELOW MIN LEVEL GUEST ERROR

GS NOT ALLOWED GUEST SPECIAL NOT ALLOWED GUEST ERROR

GS QTY EXCEEDED Your order exceeds the amount of guest specials allowed on this orderGUEST SPECIAL QTY EXCEEDED GUEST ERROR

Name
TOTAL G SALES BELOW GS LIMITS Your order reflects Guest sales that would not qualify for certain benefitsTOTAL GUEST SALES BELOW GUEST SPECIAL LIMITS GUEST ERROR
XXX Hold
Description
Hold Included Items

Name
MIN PAYING GUESTS BELOW LIMIT MIN PAYING GUESTS BELOW LIMITMINIMUM NUMBER OF PAYING GUESTS BELOW HOST BONUS LIMIT GUEST ERROR
XXX Hold
Description
Hold Included Items

Order Setup/OE: Define Hold Authorizations

Description: This is a part of the Define Holds setup step, not a separate step.
Notes Setup/OE: Define Notes Category Order Entry>Setup>Notes>Note Categories

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: Use this form to define order number sources that automatically generate numbers for your sales orders and returns as you enter them.
<Notes Categories>
Category Default Data Type Effective Dates: From Effective Dates: To
Reports <Notes Usages> (Note Category)

Report Format
Assignments <Category Assignments> (Note Category)

Type Name Enabled
Notes Setup/OE: Define Notes Order Entry>Setup>Orders>Notes>Notes

<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to define standard Notes to attach to your order headers or lines.
<Process Owner>
<Documents>
Category Description (Comment Name) Source: Data Type Source: Storage Source: File Usage Security : Type Security : Owner Security : Share Effective Dates: From Effective Dates: To Magnification (Comment Text) 9 Company Confidential - For internal use only
Addition Rules
Condition Object Identifier
DFF Setup/OE: Descriptive Flexfeilds Order Management Application Developer>Flexfields>Descriptive>Segments

ORDER HEADER DFF
Formatted: Font: 12 pt, Not Bold, Italic
Formatted: Font: 10 pt, Not Bold, Italic
Major show types will have context field values created for their unique requirements. See the next section dealing with Context Type for the segment used by each order type. The show types for US, UK, CA and DE have been setup in EBDEV and EBTEST. Below is a sample list. History order header and lines DFFs are not documented.
Code Global Data Elements A-CA
Name Global Data Elements A-CA
Description Global Data Element Context COMPANY STORE - CA
Enabled * *
9
A-CAHS A-DE A-DEHS A-UK A-UKHS A-US A-USHS B-CA B-CAHS B-DE B-DEHS B-UK B-UKHS B-US B-USHS C-CA C-CAHS C-DE C-DEHS C-UK C-UKSH C-US C-USHS CA-CR CA-RETURN CA-RMA CA-RMAHS DE-RMA DE-RMAHS E-CAHS E-DEHS
A-CAHS A-DE A-DEHS A-UK A-UKHS A-US A-USHS B-CA B-CAHS B-DE B-DEHS B-UK B-UKHS B-US B-USHS C-CA C-CAHS C-DE C-DEHS C-UK C-UKSH C-US C-USHS CA-CR CA-RETURN CA-RMA CA-RMAHS DE-RMA DE-RMAHS E-CAHS E-DEHS
COMPANY STORE - CA HISTORY COMPANY STORE - DE COMPANY STORE - DE HISTORY COMPANY STORE - UK COMPANY STORE - UK HISTORY COMPANY STORE - US COMPANY STORE - US HISTORY BRIDAL - CA BRIDAL - CA HISTORY BRIDAL - DE BRIDAL - DE HISTORY BRIDAL -UK BRIDAL - UK HISTORY BRIDAL -US BRIDAL - US HISTORY CATALOG - CA CATALOG - CA HISTORY CATALOG - DE CATALOG - DE HISTORY CATALOG - UK CATALOG - UK HISTORY CATALOG - US CATALOG - US HISTORY CA Credit Only Line Type CA Return for Credit Line Type Canada Returns/Adjustments CA Returns/Adjustments HISTORY DE Returns/Adjustments DE RETURNS/ADJUSTMENTS HISTORY ENHANCEMENT - CA HISTORY ENHANCEMENT - DE HISTORY
* * * * * * * * * * * * * * * * * * * * * * *
* * * * * *
9
E-UKHS E-US E-USHS F-CA F-CAHS F-DE F-DEHS F-UK F-UKHS F-US F-USHS G-CA G-CAHS G-DE G-DEHS G-MX G-MXHS G-UK G-UKHS G-US G-USHS H-CAHS H-DEHS H-UKHS H-USHS I-CA I-CAHS I-DE I-DEHS I-MX I-MXHS I-UK
E-UKHS E-US E-USHS F-CA F-CAHS F-DE F-DEHS F-UK F-UKHS F-US F-USHS G-CA G-CAHS G-DE G-DEHS G-MX G-MXHS G-UK G-UKHS G-US G-USHS H-CAHS H-DEHS H-UKHS H-USHS I-CA I-CAHS I-DE I-DEHS I-MX I-MXHS I-UK
ENHANCEMENT - UK HISTORY ENHANCEMENT - US ENHANCEMENT - US HISTORY FUND RAISER - CA FUND RASIER - CA HISTORY FUND RAISER - DE FUND RAISER - DE HISTORY FUND RASIER FUND RAISER - UK HISTORY FUND RASIER FUND RAISER - US HISTORY G ORDER - CA G SHOW TYPE - CA HISTORY G Order - DE G SHOW TYPE - DE HISTORY G Order - MX G SHOW TYPE - MX HISTORY G Order - UK G SHOW TYPE - UK G Order - US G SHOW TYPE - US HISTORY SAMPLES - CA HISTORY SAMPLES - DE HISTORY SAMPLES - UK HISTORY SAMPLES - US HISTORY INDIVIDUAL - CA INDIVIDUAL - CA HISTORY INDIVIDUAL - DE INDIVIDUAL - DE HISTORY INDIVIDUAL - MX INDIVIDUAL - MX HISTORY INDIVIDUAL - UK
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
9
I-UKHS I-US I-USHS K-CA K-CAHS K-DE K-DEHS K-MX K-MXHS K-UK K-UKHS K-US K-USHS KHSUS LSLC-CA LSLC-MX LSLC-US MX-CR MX-RMA MX-RMAHS O-CA O-CAHS O-DE O-DEHS O-UK O-UKHS O-US O-USHS P-CA P-CAHS P-DE P-DEHS
I-UKHS I-US I-USHS K-CA K-CAHS K-DE K-DEHS K-MX K-MXHS K-UK K-UKHS K-US K-USHS KHSUS LSLC-CA LSLC-MX LSLC-US MX-CR MX-RMA MX-RMAHS O-CA O-CAHS O-DE O-DEHS O-UK O-UKHS O-US O-USHS P-CA P-CAHS P-DE P-DEHS
INDIVIDUAL - UK HISTORY INDIVIDUAL - US INDIVIDUAL - US HISTORY KITCHEN - CA KITCHEN - CA HISTORY KITCHEN - DE KITCHEN - DE HISTORY KITCHEN - MX KITCHEN - MX HISTORY KITCHEN - UK KITCHEN - UK HISTORY KITCHEN - US KITCHEN - US HISTORY LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP MX Credit Only Line Type Mexico Returns/Adjustments MX Returns/Adjustments HISTORY Individual Web/Bridal Registry - CA WEB INDIVIDUAL - CA HISTORY Individual Web/Bridal Registry WEB INDIVIDUAL - DE HISTORY Individual Web/Bridal Registry - UK WEB INDIVIDUAL - UK HISTORY Individual Web/Bridal Registry - US WEB INDIVIDUAL - US HISTORY PERSONAL - CA PERSONAL - CA HISTORY PERSONAL - DE PERSONAL - DE HISTORY
* * * * * * * * * * * * *
* * * * * * * * * * * * * *
9
P-MX P-MXHS P-UK P-UKHS P-US P-USHS R-CA R-CAHS R-DE R-DEHS R-UK R-UKHS R-US R-USHS RMASHP-CA RMASHP-MX RMASHP-US S-CA S-CAHS S-DE S-DEHS S-MX S-MXHS S-UK S-UKHS S-US S-USHS T-CAHS T-DEHS T-UKHS T-US T-USHS
P-MX P-MXHS P-UK P-UKHS P-US P-USHS R-CA R-CAHS R-DE R-DEHS R-UK R-UKHS R-US R-USHS RMASHP-CA RMASHP-MX RMASHP-US S-CA S-CAHS S-DE S-DEHS S-MX S-MXHS S-UK S-UKHS S-US S-USHS T-CAHS T-DEHS T-UKHS T-US T-USHS
PERSONAL - MX PERSONAL - MX HISTORY PERSONAL - UK PERSONAL - UK HISTORY PERSONAL - US PERSONAL - US HISTORY Bridal Registry Web - CA WEB BRIDAL - CA HISTORY Bridal Registry Web WEB BRIDAL - DE Bridal Registry Web - UK WEB BRIDAL - UK HISTORY Bridal Registry Web - US WEB BRIDAL - US HISTORY RMA SHIPPING LINE RMA SHIPPING LINE RMA SHIPPING LINE SUPPLY - CA SUPPLY - CA HISTORY SUPPLY - DE SUPPLY - DE HISTORY SUPPLY - MX SUPPLY - MX HISTORY SUPPLY - UK SUPPLY - UK HISTORY SUPPLY-US SUPPLY - US HISTORY
* * * * * * * * * * * * * *
* * * * * * * * * * * * * *
9
T ORDER - US
UK-RETURN UK-RMA UK-RMAHS US-CR US-RETURN US-RMA US-RMAHS V-CA V-CAHS V-DEHS V-UK V-UKHS V-US V-USHS X-CAHS X-DEHS X-UKHS X-US X-USHS Z-CAHS Z-DEHS Z-MXHS Z-UKHS Z-US Z-USHS
UK-RETURN UK-RMA UK-RMAHS US-CR US-RETURN US-RMA US-RMAHS V-CA V-CAHS V-DEHS V-UK V-UKHS V-US V-USHS X-CAHS X-DEHS X-UKHS X-US X-USHS Z-CAHS Z-DEHS Z-MXHS Z-UKHS Z-US Z-USHS
UK RETURN FOR CREDIT LINE TYPE UK Returns/Adjustments UK RETURNS/ADJUSTMENTS HISTORY US Credit Only Line Type US Return for Credit Line Type US Returns/Adjustments US Returns/Adjustments HISTORY CERTIFICATE - CA CERTIFICATE - CA HISTORY CERTIFICATE - DE HISTORY CERTIFICATE - UK CERTIFICATE - UK HISTORY CERTIFICATE - US CERTIFICATE - US HISTORY BOOSTER - CA HISTORY BOOSTER - DE HISTORY BOOSTER - UK HISTORY BOOSTER -US BOOSTER - US HISTORY REPLACEMENT - CA HISTORY REPLACEMENT - DE HISTORY REPLACEMENT - MX HISTORY REPLACEMENT - UK HISTORY REPLACEMENT - US REPLACEMENT - US HISTORY
* *
* * * * * * * * * * * * * * * * * * * *
Segment summary of Additional Header Information is attached below

Field Code Changed
OM Descriptive Flexfield Additional Header Attributes Segments.xlsx
Code
Name
Description
Enabled
Code
Global Data Elements A-HUS A-US B-HUS B-US C-HUS C-US E-HUS E-US F-HUS F-US G-HUS G-US H-HUS H-US I-HUS I-US K-HUS K-US O-HUS O-US P-HUS P-US R-HUS R-US S-HUS S-US T-HUS T-US US-HRMA US-RMA V-HUS V-US X-HUS X-US Z-HUS Z-US
Name
Global Data Elements A-HUS A-US B-HUS B-US C-HUS C-US E-HUS E-US F-HUS F-US G-HUS G-US H-HUS H-US I-HUS I-US K-HUS K-US O-HUS O-US P-HUS P-US R-HUS R-US S-HUS S-US T-HUS T-US US-HRMA US-RMA V-HUS V-US X-HUS X-US Z-HUS Z-US
Description
Global Data Element Context History Order - A Show Type US Company Store - US History Order - B Show Type US Bridal - US History Order - C Show Type US CATALOG - US History Order - E Show Type US Enhancement - US History Order - F Show Type US FUND RAISER - US History Order - G Show Type US G Show Type - US History Order - H Show Type US Sample - US History Order - I Show Type US Individual - US History Order - K Show Type US KITCHEN - US History Order - O Show Type US Web Individual/Bridal Registry History Order - P Show Type US Personal - US History Order - R Show Type US Web Bridal - US History Order - S Show Type US Supply - US History Order - T Show Type US T Order - US US HISTORY ADJUSTMENT ORDERS US Returns/Adjustments History Order - V Show Type US Certificate - US History Order - X Show Type US Booster - US History Order - Z Show Type US Replacement - US
Enabled
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 9 Company Confidential - For internal use only
Context type for each of the order type will be updated during the configuration of conversion instance. This list is too long to record at this moment. Context Type: A-US, CA, UK and DE
Number 10 20 30 Name SHP_CHRGES DONATIONS XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES DONATIONS XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER XXX DATE Displayed * * * Enabled * * *
Context Type: B-US and CA

Numbe r 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 180 Name SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES HOST_DISCONT HOST_FPV_AMT COHOST_FPV_AMT FPV_KIT_CREDIT FPV_UNUSED HOST_PAID COHOST_PAID HP HOSP_BONUS PP_GUEST_SALES Window Prompt SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES HOST DISCOUNT HOST FPV AMOUNT COHOST FPV AMOUNT FPV KIT CREDIT USED FPV UN-USED HOST AMT PAID COHOST AMT PAID HP ITEMS HOSPITALITY BONUS PP GUEST SALES Column ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE1 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE19 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE18 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE14 Value Set XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX Displaye d * * * * * * * * * * * * * * * * * * Enabled * * * * * * * * * * * * * * * * * * 9 Company Confidential - For internal use only
NUMBER 190 200 PP_COM_SALES XXX_ORIG_REC_DTE PP COMM. SALES XXX_ORIG_REC_DTE ATTRIBUTE20 ATTRIBUTE11 XXX NUMBER XXX DATE * * * *
Context Type: B-UK and DE

Numbe r 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 180 Name SHP_CHRGES DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES HOST_DISCONT HOST_FPV_AMT COHOST_FPV_AMT FPV_KIT_CREDIT FPV_UNUSED HOST_PAID COHOST_PAID HOSP_BONUS HP PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES HOST DISCOUNT HOST POINTS AMT COHOST POINTS AMT KIT CREDIT POINTS USED POINTS UN-USED HOST AMT PAID COHOST AMT PAID HOSP. POINTS HP ITEMS PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE1 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE19 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE18 ATTRIBUTE3 ATTRIBUTE2 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX DATE Displaye d * * * * * * * * * * * * * * * * * * Enabled * * * * * * * * * * * * * * * * * *
Context Type: C-US and CA

Numbe r 10 20 Name SHP_CHRGES NON_FOOD_TAX Window Prompt SHIPPING CHARGES SALES TAX Column ATTRIBUTE13 ATTRIBUTE7 Value Set XXX NUMBER XXX Displaye d * * Enabled * * 9 Company Confidential - For internal use only
Numbe r
Name
Window Prompt
Column
30 40 50 60 70 80 90 100 110 120 130 140 150 160 170
FOOD TAX DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES HOST_DISCONT HOST_FPV_AMT FPV_KIT_CREDIT FPV_UNUSED HOST_PAID HP PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE
FOOD TAX DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES HOST DISCOUNT HOST FPV AMOUNT FPV KIT CREDIT USED FPV UN-USED HOST AMT PAID HP ITEMS PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE
ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE1 ATTRIBUTE8 ATTRIBUTE19 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE2 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11
Value Set NUMBER XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX DATE
Displaye d
Enabled
* * * * * * * * * * * * * * *
* * * * * * * * * * * * * * *
Context Type: C-UK and DE

Numbe r 10 20 30 40 50 60 70 80 90 Name SHP_CHRGES DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES HOST_DISCONT HOST_FPV_AMT FPV_KIT_CREDIT Window Prompt SHIPPING CHARGES DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES HOST DISCOUNT HOST POINTS AMT KIT CREDIT POINTS USED Column ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE1 ATTRIBUTE8 ATTRIBUTE19 Value Set XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER Displaye d * * * * * * * * * Enabled * * * * * * * * * 9 Company Confidential - For internal use only
100 110 120 130 140 150
FPV_UNUSED HOST_PAID HP PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE
POINTS UN-USED HOST AMT PAID HP ITEMS PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE
ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE2 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11
XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX DATE
* * * * * *
* * * * * *
Context Type: E-US and CA

Numbe r 10 20 30 40 50 60 Name SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS DISCOUNT XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS DISCOUNT % XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE19 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 2 Digits XXX DATE Displaye d * * * * * * Enabled * * * * * *
Context Type: E-UK and DE

Numbe r 10 20 30 40 Name SHP_CHRGES DONATIONS DISCOUNT XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES DONATIONS DISCOUNT % XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE19 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER 2 Digits XXX DATE Displaye d * * * * Enabled * * * *
Context Type: F-US

Numbe r 10 20 30 40 50 60 70 Name ORG_NAME ADDRESS_1 ADDRESS_2 CITY STATE_PROV ZIP_POSTAL_CODE HWC_INDICATOR Window Prompt ORGANIZATION ADDRESS LINE 1 ADDRESS LINE 2 CITY STATE ZIP CODE HWC Column ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE16 ATTRIBUTE15 Value Set 50 chars 50 chars 50 chars 50 chars 4 Characters 14 Characters Yes_No Displaye d * * * * * * * Enabled * * * * * * * 9 Company Confidential - For internal use only
Numbe r 80 90 100 110 120 130 140 150 160 170 180 190 200
Name FUND_DONATION_VAL UE FUND_DONATION_% SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE
Window Prompt FUND DONATION VALUE FUND DONATION % SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE
Column ATTRIBUTE18 ATTRIBUTE19 ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11
Value Set XXX NUMBER 3 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE
Displaye d * * * * * * * * * * * * *
Enabled * * * * * * * * * * * * *
Context Type: F-CA

Numbe r 10 20 30 40 50 60 70 80 90 100 110 120 130 Name ORG_NAME ADDRESS_1 ADDRESS_2 CITY STATE_PROV ZIP_POSTAL_CODE HWC_INDICATOR FUND_DONATION_VAL UE FUND_DONATION_% SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS Window Prompt ORGANIZATION ADDRESS LINE 1 ADDRESS LINE 2 CITY PROV POSTAL CODE HWC FUND DONATION VALUE FUND DONATION % SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS Column ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE18 ATTRIBUTE19 ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 Value Set 50 chars 50 chars 50 chars 50 chars 14 Characters Yes_No XXX NUMBER 3 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER Displaye d * * * * * * * * * * * * * Enabled * * * * * * * * * * * * * 9 Company Confidential - For internal use only
Numbe r 140 150 160 170 180 190 200
Name NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE
Window Prompt NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE
Column ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11
Value Set 3 Digits 3 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE
Displaye d * * * * * * *
Enabled * * * * * * *
Context Type: F-UK and DE

Numbe r 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 180 Name ORG_NAME ADDRESS_1 ADDRESS_2 CITY STATE_PROV ZIP_POSTAL_CODE HWC_INDICATOR FUND_DONATION_VAL UE FUND_DONATION_% SHP_CHRGES DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE Window Prompt ORGANIZATION ADDRESS LINE 1 ADDRESS LINE 2 CITY PROV POSTAL CODE HWC FUND DONATION VALUE FUND DONATION % SHIPPING CHARGES DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE Column ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE18 ATTRIBUTE19 ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11 Value Set 50 chars 50 chars 50 chars 50 chars 14 Characters Yes_No XXX NUMBER 3 Digits XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE Displaye d * * * * * * * * * * * * * * * * * * Enabled * * * * * * * * * * * * * * * * * *
Context Type: G-US and CA

Numbe r Name Window Prompt Column Value Set Displaye d Enabled 9 Company Confidential - For internal use only
10 20 30 40 50
SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS XXX_ORIG_REC_DTE
SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS XXX_ORIG_REC_DTE
ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE11
XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE
* * * * *
* * * * *
Context Type: G-UK and DE

Numbe r 10 20 30 Name SHP_CHRGES DONATIONS XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES DONATIONS XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER XXX DATE Displaye d * * * Enabled * * *
Context Type: H-US and CA

Numbe r 10 20 30 40 50 Name SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE Displaye d * * * * * Enabled * * * * *
Context Type: H-UK and DE

Context Type: I-US and CA

Numbe r 10 Name SHP_CHRGES Window Prompt SHIPPING CHARGES Column ATTRIBUTE13 Value Set XXX NUMBER Displaye d * Enabled * 9 Company Confidential - For internal use only
20 30 40 50 60 70 80
NON_FOOD_TAX FOOD TAX DONATIONS COMM_SALES PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE
SALES TAX FOOD TAX DONATIONS COMM. SALES PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE
ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE10 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11
XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE
* * * * * * *
* * * * * * *
Context Type: I-UK and DE

Numbe r 10 20 30 40 50 60 Name SHP_CHRGES DONATIONS COMM_SALES PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES DONATIONS COMM. SALES PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE10 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE Displaye d * * * * * * Enabled * * * * * *
Context Type: K-US and CA

Numbe r 10 20 30 40 50 60 70 80 90 Name SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES HOST_DISCONT Window Prompt SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES HOST DISCOUNT Column ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE1 Value Set XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER 2 Digits Displaye d * * * * * * * * * Enabled * * * * * * * * * 9 Company Confidential - For internal use only
Numbe r 100 110 120 130 140 150 160 170 180 190 200
Name HOST_FPV_AMT COHOST_FPV_AMT FPV_KIT_AMT FPV_UNUSED HOST_PAID COHOST_PAID HP HOSP_BONUS PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE
Window Prompt HOST FPV AMOUNT COHOST FPV AMOUNT FPV KIT CREDIT USED FPV UN-USED HOST AMT PAID COHOST AMT PAID HP ITEMS HOSPITALITY BONUS PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE
Column ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE19 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE18 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11
Value Set XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE
Displaye d * * * * * * * * * * *
Enabled * * * * * * * * * * *
Context Type: K-UK and DE

Numbe r 10 20 30 40 50 60 70 80 90 100 110 120 130 Name SHP_CHRGES DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES HOST_DISCONT HOST_FPV_AMT COHOST_FPV_AMT KIT_CREDIT FPV_UNUSED HOST_PAID COHOST_PAID Window Prompt SHIPPING CHARGES DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES HOST DISCOUNT HOST POINTS AMT COHOST POINTS AMT KIT CREDIT POINTS USED POINTS UN-USED HOST AMT PAID COHOST AMT PAID Column ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE1 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE19 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE18 Value Set XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX Displaye d * * * * * * * * * * * * * Enabled * * * * * * * * * * * * * 9 Company Confidential - For internal use only
Numbe r
Name
Window Prompt
Column
140 150 160 170 180
HOSP_BONUS HP PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE
HOSP. POINTS HP ITEMS PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE
Value Set NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX NUMBER XXX DATE
Displaye d
Enabled
* * * * *
* * * * *
Context Type: O-US and CA

Numbe r 10 20 30 40 50 60 70 80 90 Name REGISTRY_ID SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS COMM_SALES PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE Window Prompt REGISTRY ID SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS COMM. SALES PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE Column ATTRIBUTE19 ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE10 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11 Value Set 10/Number XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE Displaye d * * * * * * * * * Enabled * * * * * * * * *
Context Type: O- UK and DE

Numbe r 10 20 30 40 50 60 70 Name REGISTRY_ID SHP_CHRGES DONATIONS COMM_SALES PP_GUEST_SALES PP_COM_SALES XXX_ORIG_REC_DTE Window Prompt REGISTRY ID SHIPPING CHARGES DONATIONS COMM. SALES PP GUEST SALES PP COMM. SALES XXX_ORIG_REC_DTE Column ATTRIBUTE19 ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE10 ATTRIBUTE14 ATTRIBUTE20 ATTRIBUTE11 Value Set 10/Number XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE Displaye d * * * * * * * Enabled * * * * * * * 9 Company Confidential - For internal use only
Context Type: P-US and CA

Numbe r 10 20 30 40 50 60 Name SHP_CHRGES NON_FOOD_TAX FOOD TAX DONATIONS CONSLT_DISCOUNT XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES SALES TAX FOOD TAX DONATIONS CON. DISCOUNT % XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE19 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 2 Digits XXX DATE Displaye d * * * * * * Enabled * * * * * *
Context Type: P-UK and DE

Numbe r 10 20 30 40 Name SHP_CHRGES DONATIONS CONSLT_DISCOUNT XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES DONATIONS CON. DISCOUNT % XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE19 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER 2 Digits XXX DATE Displaye d * * * * Enabled * * * *
Context Type: R-US and CA

Numbe r 10 20 30 40 50 60 70 80 90 100 Name REGISTRY_ID SHP_CHRGES NON_FOOD_TAX FOOD_SALES FOOD TAX DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES Window Prompt REGISTRY ID SHIPPING CHARGES SALES TAX FOOD SALES TOTAL FOOD TAX DONATIONS NUMBER OF GUESTS BOOKINGS GUEST SALES TOTAL COMM. SALES Column ATTRIBUTE20 ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE14 ATTRIBUTE5 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 Value Set 10/Number XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER Displaye d * * * * * * * * * * Enabled * * * * * * * * * * 9 Company Confidential - For internal use only
Numbe r 110 120 130 140 150 160 170 180
Name HOST_DISCONT HOST_FPV_AMT FPV_KIT_AMT FPV_UNUSED HOST_PAID HP PP_COM_SALES XXX_ORIG_REC_DTE
Window Prompt HOST DISCOUNT HOST FPV AMOUNT FPV KIT CREDIT FPV UN-USED HOST AMT PAID HP ITEMS PP COMM. SALES XXX_ORIG_REC_DTE
Column ATTRIBUTE1 ATTRIBUTE8 ATTRIBUTE19 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE2 ATTRIBUTE18 ATTRIBUTE11
Value Set 2 Digits XXX NUMBER XXX NUMBER XXX NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX DATE
Displaye d * * * * * * * *
Enabled * * * * * * * *
Context Type: R-UK and DE

Numbe r 10 20 30 40 50 60 70 80 90 Name REGISTRY_ID SHP_CHRGES FOOD_SALES DONATIONS NGUEST BOOKINGS GUEST_SALES_TOTAL COMM_SALES HOST_DISCONT Window Prompt REGISTRY ID SHIPPING CHARGES FOOD SALES TOTAL DONATIONS NUMBER OF GUEST BOOKINGS GUEST SALES TOTAL COMM. SALES HOST DISCOUNT Column ATTRIBUTE20 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE17 ATTRIBUTE6 ATTRIBUTE12 ATTRIBUTE4 ATTRIBUTE10 ATTRIBUTE1 Value Set 10/Number XXX NUMBER XXX NUMBER XXX NUMBER 3 Digits 3 Digits XXX NUMBER XXX NUMBER 2 Digits XXX 6 DIGIT NUMBER XXX NUMBER XXX 6 DIGIT NUMBER XXX NUMBER 2 Digits XXX NUMBER XXX DATE Displaye d * * * * * * * * * Enabled * * * * * * * * *
100 110
HOST_FPV_AMT KIT_CREDIT
HOST POINTS AMT KIT CREDIT POINTS USED
ATTRIBUTE8 ATTRIBUTE19
* *
* *
120 130 140 150 160
FPV_UNUSED HOST_PAID HP PP_COM_SALES XXX_ORIG_REC_DTE
POINTS UN-USED HOST AMT PAID HP ITEMS ALLOWED PP COMM. SALES XXX_ORIG_REC_DTE
* * * * *
* * * * * 9
Context Type: S-US and CA

Context Type: S-UK and DE

Context Type: T-US, CA Not used in UK & DE

Context Type: US-RMA

Numbe r 10 20 30 40 50 Name CALLER R_ADJ_FOR H_CO_PAID H_DISCOUNT R_METHOD Window Prompt ***CALLER ***ADJUST/RETURN BY HOST/COHOST PAID DISCOUNT % RETURN METHOD Column ATTRIBUTE20 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE1 ATTRIBUTE18 Value Set XXX US CALLER XXX_HOST_GUEST XXX NUMBER XXX HCD XXX_RETURN_METHO D Displaye d * * * * * Enabled * * * * * 9 Company Confidential - For internal use only
60
USPS_REPRINT
USPS REPRINT LABEL
ATTRIBUTE19
XXX REPRINT
Context Type: CA-RMA, UK and DE

Numbe r 10 20 30 40 50 60 Name CALLER R_ADJ_FOR H_CO_PAID H_DISCOUNT R_METHOD USPS_REPRINT Window Prompt ***CALLER ***ADJUST/RETURN BY HOST/COHOST PAID DISCOUNT % RETURN METHOD REPRINT MAILING LABEL Column ATTRIBUTE20 ATTRIBUTE16 ATTRIBUTE15 ATTRIBUTE1 ATTRIBUTE18 ATTRIBUTE19 Value Set XXX US CALLER XXX_HOST_GUEST XXX NUMBER XXX HCD XXX_RETURN_METHO D XXX REPRINT Displaye d * * * * * * Enabled * * * * * *
Context Type: V-US, CA Only Not used in UK & DE

Context Type: X-US and CA

Context Type: X-UK and DE

Numbe r Name Window Prompt Column Value Set Displaye d Enabled 9 Company Confidential - For internal use only
10 20 30
SHP_CHRGES DONATIONS XXX_ORIG_REC_DTE
SHIPPING CHARGES DONATIONS XXX_ORIG_REC_DTE
ATTRIBUTE13 ATTRIBUTE17 ATTRIBUTE11
XXX NUMBER XXX NUMBER XXX DATE
* * *
* * *
Context Type: Z-US and CA

Numbe r 10 20 30 40 Name SHP_CHRGES NON_FOOD_TAX DONATIONS XXX_ORIG_REC_DTE Window Prompt SHIPPING CHARGES SALES TAX DONATIONS XXX_ORIG_REC_DTE Column ATTRIBUTE13 ATTRIBUTE7 ATTRIBUTE17 ATTRIBUTE11 Value Set XXX NUMBER XXX NUMBER XXX NUMBER XXX DATE Displaye d * * * * Enabled * * * *
Context Type: Z-UK and DE

Based on the Order type, different flexfields will appear on the order header. The DFFs segments will be used when processing orders. The custom program will validate the data in the flexfields to make sure it is correct. In certain cases the agents or import program must provide the data for the flexfields. One example of this is Guest Sales Total for R type orders.
ORDER LINE DFF Order Line descriptive flexfields are setup for the various line types that will be used at XXX. Like the header DFFs, the line DFFs are also context sensitive. Meaning that based on the line type used on the order, certain flexfields will be displayed and used.
The line types (Context Field Values) are currently setup are for the US, CA, UK and DE. Below is a sample listing.
Code Global Data Elements CA-CR CA-CRHS CA-RETURN CA-RETURNHS CERT-CAHS CERT-DEHS CERT-UKHS CERT-USHS DE-CR
Name Global Data Elements CA-CR CA-CRHS CA-RETURN CA-RETURNHS CERT-CAHS CERT-DEHS CERT-UKHS CERT-USHS DE-CR
Description Global Data Element Context CA Credit Only Line Type CA Credit Only Line Type HISTORY CA Return for Credit Line Type CA Return for Credit Line Type GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE HISTORY GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE HISTORY GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE HISTORY GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE HISTORY DE Credit Only Line Type
Enabled * * * * * * * * * *
DE-CRHS DE-RETURN DE-RETURNHS FREIGHT-CA FREIGHT-CAHS FREIGHT-MX FREIGHT-MXHS FREIGHT-US FREIGHT-USHS LSLC-CA LSLC-CAHS LSLC-DE LSLC-DEHS LSLC-MX LSLC-MXHS LSLC-UK LSLC-UKHS LSLC-US LSLC-USHS MX-CR MX-CRHS OS-LINE-CAHS OS-LINE-DEHS OS-LINE-UKHS OS-LINE-US OS-LINE-USHS OS-RE-TURN-CAHS OS-RE-TURN-USHS RMASHP-CA RMASHP-CAHS RMASHP-DE RMASHP-DEHS
DE-CRHS DE-RETURN DE-RETURNHS FREIGHT-CA FREIGHT-CAHS FREIGHT-MX FREIGHT-MXHS FREIGHT-US FREIGHT-USHS LSLC-CA LSLC-CAHS LSLC-DE LSLC-DEHS LSLC-MX LSLC-MXHS LSLC-UK LSLC-UKHS LSLC-US LSLC-USHS MX-CR MX-CRHS OS-LINE-CAHS OS-LINE-DEHS OS-LINE-UKHS OS-LINE-US OS-LINE-USHS OS-RE-TURN-CAHS OS-RE-TURN-USHS RMASHP-CA RMASHP-CAHS RMASHP-DE RMASHP-DEHS
DE CREDIT ONLY LINE TYPE HISTORY DE Return for Credit Line Type DE RETURN FOR CREDIT LINE TYPE HISTORY FREIGHT LINE USED FOR TAXING PURPOSES ONLY FREIGHT LINE USED FOR TAXING PURPOSES ONLY HISTORY FREIGHT LINE USED FOR TAXING PURPOSES ONLY FREIGHT LINE USED FOR TAXING PURPOSES ONLY HISTORY FREIGHT LINE USED FOR TAXING PURPOSES ONLY FREIGHT LINE USED FOR TAXING PURPOSES ONLY HISTORY LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP HISTORY LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP HISTORY LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP HISTORY LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP HISTORY LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP HISTORY MX Credit Only Line Type MX Credit Only Line Type HISTORY OVERSHIPMENT LINE - INVOICE ONLY HISTORY OVERSHIPMENT LINE - INVOICE ONLY HISTORY OVERSHIPMENT LINE - INVOICE ONLY HISTORY OVERSHIPMENT LINE - INVOICE ONLY HISTORY
RMA SHIPPING LINE RMA SHIPPING LINE HISTORY RMA SHIPPING LINE RMA SHIPPING LINE
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
9
RMASHP-MX RMASHP-MXHS RMASHP-UK RMASHP-UKHS RMASHP-US RMASHP-USHS SHIPPING-CA SHIPPING-CAHS SHIPPING-DE SHIPPING-DEHS SHIPPING-MX SHIPPING-MXHS SHIPPING-UK SHIPPING-UKHS SHIPPING-US SHIPPING-USHS STANDARD-CA STANDARD-CAHS STANDARD-DEHS STANDARD-MX STANDARD-MXHS STANDARD-UK STANDARD-UKHS STANDARD-US STANDARD-USHS UK-CR UK-CRHS UK-RETURN UK-RETURNHS US-CR US-CRHS US-RETURN
RMASHP-MX RMASHP-MXHS RMASHP-UK RMASHP-UKHS RMASHP-US RMASHP-USHS SHIPPING-CA SHIPPING-CAHS SHIPPING-DE SHIPPING-DEHS SHIPPING-MX SHIPPING-MXHS SHIPPING-UK SHIPPING-UKHS SHIPPING-US SHIPPING-USHS STANDARD-CA STANDARD-CAHS STANDARD-DEHS STANDARD-MX STANDARD-MXHS STANDARD-UK STANDARD-UKHS STANDARD-US STANDARD-USHS UK-CR UK-CRHS UK-RETURN UK-RETURNHS US-CR US-CRHS US-RETURN
RMA SHIPPING LINE RMA SHIPPING LINE HISTORY RMA SHIPPING LINE RMA SHIPPING LINE HISTORY RMA SHIPPING LINE RMA SHIPPING LINE HISTORY Shipping line used non-com and I and O order types Shipping line used non-com and I and O order types HISTORY Shipping line used non-com and I and O order types Shipping line used non-com and I and O order types HISTORY Shipping line used non-com and I and O order types SHIPPING LINE - USED FOR NON-COMM,I and O ORDER TYPES HISTORY Shipping line used non-com and I and O order types Shipping line used non-com and I and O order types HISTORY Shipping line used non-com and I and O order types Shipping line used non-com and I and O order types HISTORY SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS HISTORY UK Credit Only Line Type UK CREDIT ONLY LINE TYPE HISTORY UK Return for Credit Line Type UK RETURN FOR CREDIT LINE TYPE HISTORY US Credit Only Line Type US Credit Only Line Type HISTORY US Return for Credit Line Type
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
9
US-RETURNHS Waved
US-RETURNHS Waved
US Return for Credit Line Type HISTORY Waving
* *
Segment value of each of the context is attached below.

Field Code Changed
OM Descriptive Flexfield Additional Lines Attributes Segments.xlsx
Code Global Data Elements CA-CR CA-RETURN CERT-CA CERT-DE CERT-UK CERT-US DE-CR DE-RETURN FREIGHT-CA FREIGHT-US HUS-RETURN HUS-RMASHP LSLC-CA LSLC-DE LSLC-UK LSLC-US OS-LINE-CA OS-LINE-DE OS-LINE-UK OS-LINE-US OS-RE-TURN-CA OS-RE-TURN-US RMASHP-CA RMASHP-DE
Name Global Data Elements CA-CR CA-RETURN CERT-CA CERT-DE CERT-UK CERT-US DE-CR DE-RETURN FREIGHT-CA FREIGHT-US HUS-RETURN HUS-RMASHP LSLC-CA LSLC-DE LSLC-UK LSLC-US OS-LINE-CA OS-LINE-DE OS-LINE-UK OS-LINE-US OS-RE-TURN-CA OS-RE-TURN-US RMASHP-CA RMASHP-DE
Description Global Data Element Context CA Credit Only Line Type CA Return for Credit Line Type GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE GIFT CERTIFICATE LINE TYPE - USED TO PURCAHSE CERTIFICATE DE CREDIT ONLY LINE TYPE DE RETURN FOR CREDIT LINE TYPE FREIGHT LINE USED FOR TAXING PURPOSES ONLY FREIGHT LINE USED FOR TAXING PURPOSES ONLY History Adjustment Return Line History Adjustment Shipment Line LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP LOST SHIPMENT/CARTON RESHIP OVERSHIPMENT LINE - INVOICE ONLY OVERSHIPMENT LINE - INVOICE ONLY OVERSHIPMENT LINE - INVOICE ONLY OVERSHIPMENT LINE - INVOICE ONLY
Enabled * * * * * * * * * * * * * * * * * * * * * * * * * 9 Company Confidential - For internal use only
RMA SHIPPING LINE RMA SHIPPING LINE
Code RMASHP-UK RMASHP-US SHIPPING-CA SHIPPING-DE SHIPPING-UK SHIPPING-US STANDARD-CA STANDARD-DE STANDARD-UK STANDARD-US XXX-HIST-LINE UK-CR UK-RETURN US-CR US-RETURN
Name RMASHP-UK RMASHP-US SHIPPING-CA SHIPPING-DE SHIPPING-UK SHIPPING-US STANDARD-CA STANDARD-DE STANDARD-UK STANDARD-US XXX-HIST-LINE UK-CR UK-RETURN US-CR US-RETURN
Description RMA SHIPPING LINE RMA SHIPPING LINE Shipping line used non-com and I and O order types Shipping line used non-com and I and O order types Shipping line used non-com and I and O order types Shipping line used non-com and I and O order types SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS SHIPPING LINE - NOT FOR ADJUSTMENT ORDERS History Shipment Line UK CREDIT ONLY LINE TYPE UK RETURN FOR CREDIT LINE TYPE US Credit Only Line Type US Return for Credit Line Type
Enabled * * * * * * * * * * * * * * *
The highlighted line types have some default values assigned due to a last minute issue found in PROD. Each line type has 3 segments with defaults defined, the segments are called HG (SOLD TO), HP (DISCOUNT TYPE) and QTY_OVER (QTY VALIDATED). The changes were made to SUPPORT and PROD on 9/25/08. Context Type: Global Data Elements
Numbe r 60 Name LANG_PREF Window Prompt LANGUAGE PREFERENCE Column ATTRIBUTE 6 Value Set XXX LANGUAGES Displaye d * Enabled *
Global data elements will display on all line types. Context Type: US-CR AND CA
Numbe r 10 20 30 40 50 60 70 80 90 100 Name HG HP HCD QTY_OVER WARRANTY EXPR WARRANTY DAYS ORIG SHIP DATE SHIP DAYS COMMENTS HISTORY_TAX_RATE Window Prompt SOLD TO DISCOUNT TYPE DISCOUNT PERCENT QTY VALIDATED WARRANTY EXPR WARRANTY DAYS ORIG SHIP DATE SHIP DAYS COMMENTS HISTORY_TAX_RATE Column ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE12 ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE11 ATTRIBUTE10 Value Set XXX_HOST_GUEST XXX HP ITEMS XXX HCD Yes_No 15 Characters 10 Characters 10 Characters 10 Characters 240 Characters Optional XXX_3_DIGIT Displaye d * * * * * * * * * * Enabled * * * * * * * * * *
This line type is used for credit only processing. Physical return of item is not required with this line type.
Context Type: UK-CR and DE

Numbe r 10 20 30 40 50 60 70 80 90 100 110 Name HG HP HCD QTY_OVER WARRANTY EXPR WARRANTY DAYS POINTS ORIG SHIP DATE SHIP DAYS COMMENTS HISTORY_TAX_RATE Window Prompt SOLD TO DISCOUNT TYPE DISCOUNT PERCENT QTY VALIDATED WARRANTY EXPR WARRANTY DAYS POINTS ORIG SHIP DATE SHIP DAYS COMMENTS HISTORY_TAX_RATE Column ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE12 ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE14 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE11 ATTRIBUTE10 Value Set XXX_HOST_GUEST XXX HP ITEMS XXX HCD Yes_No 15 Characters 10 Characters XXX 6 DIGIT NUMBER 10 Characters 10 Characters 240 Characters Optional XXX_3_DIGIT Displaye d * * * * * * * * * * * Enabled * * * * * * * * * * *
This line type is used for credit only processing. Physical return of item is not required with this line type. Context Type: US-RETURN AND CA
Numbe r 10 20 30 40 50 60 80 90 100 110 Name HG HP HCD QTY_OVER WARRANTY EXPR WARRANTY DAYS ORIG SHIP DATE SHIP DAYS COMMENTS HISTORY_TAX_RATE Window Prompt SOLD TO DISCOUNT TYPE DISCOUNT PERCENT QTY VALIDATED WARRANTY EXPR WARRANTY DAYS ORIG SHIP DATE SHIP DAYS COMMENTS HISTORY_TAX_RATE Column ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE12 ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE11 ATTRIBUTE10 Value Set XXX_HOST_GUEST XXX HP ITEMS XXX HCD Yes_No 15 Characters 10 Characters 10 Characters 10 Characters 240 Characters Optional XXX_3_DIGIT Displaye d * * * * * * * * * * Enabled * * * * * * * * * *
This is a return for credit line type; this requires the physical return of the product in order to give credit to the customer. Context Type: UK-RETURN and DE
Numbe r 10 20 30 40 50 Name HG HP HCD QTY_OVER WARRANTY EXPR Window Prompt SOLD TO DISCOUNT TYPE DISCOUNT PERCENT QTY VALIDATED WARRANTY EXPR Column ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE12 ATTRIBUTE1 Value Set XXX_HOST_GUEST XXX HP ITEMS XXX HCD Yes_No 15 Characters Displaye d * * * * * Enabled * * * * * 9 Company Confidential - For internal use only
60 70 80 90 100 110
WARRANTY DAYS POINTS ORIG SHIP DATE SHIP DAYS COMMENTS HISTORY_TAX_RATE
WARRANTY DAYS POINTS ORIG SHIP DATE SHIP DAYS COMMENTS HISTORY_TAX_RATE
ATTRIBUTE2 ATTRIBUTE14 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE11 ATTRIBUTE10
10 Characters XXX 6 DIGIT NUMBER 10 Characters 10 Characters 240 Characters Optional XXX_3_DIGIT
* * * * * *
* * * * * *
This is a return for credit line type; this requires the physical return of the product in order to give credit to the customer. Context Type: CERT-US
Numbe r 5 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 Name SHIP TO CODE FIRST_NAME LAST_NAME ADDRESS_LINE_1 ADDRESS_LINE_2 CITY STATE_PROV ZIP_CODE COUNTRY GIFT_MESSAGE DAY_PHONE EVENING_PHON E PURCH_PHONE PUR_FST_NAME PUR_LST_NAME CON_DISC_% Window Prompt SHIP TO CODE FIRST NAME LAST NAME ADDRESS LINE1 ADDRESS LINE2 CITY STATE ZIP CODE COUNTRY GIFT MESSAGE DAY PHONE EVENING PHONE PURCHASERS PHONE PURCHASERS FIRST NAME PURCHASERS LAST NAME CONSULTANT DISCOUNT Column ATTRIBUTE7 ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE13 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE14 ATTRIBUTE15 ATTRIBUTE16 ATTRIBUTE20 Value Set XXX_HOST_GUEST 15 Characters 20 Characters 30 Characters 30 Characters 30 Characters 4 Characters 10 Characters 60 Characters 15 Characters 15 Characters 15 Characters 20 Characters 30 Characters 2 Digits Displaye d * * * * * * * * * * * * * * * * Enabled * * * * * * * * * * * * * * * *
Context Type: CERT-CA, UK and DE

Numbe r 5 10 20 30 40 50 60 Name SHIP TO CODE FIRST_NAME LAST_NAME ADDRESS_LINE_1 ADDRESS_LINE_2 CITY STATE_PROV Window Prompt SHIP TO CODE FIRST NAME LAST NAME ADDRESS LINE1 ADDRESS LINE2 CITY PROVINCE Column ATTRIBUTE7 ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE8 Value Set XXX_HOST_GUEST 15 Characters 20 Characters 30 Characters 30 Characters 30 Characters 4 Characters Displaye d * * * * * * * Enabled * * * * * * * 9 Company Confidential - For internal use only
70 80 90 100 110 120 130 140 150
POSTAL_CODE COUNTRY GIFT_MESSAGE RECIP_DAY_PHONE RECIP_EVENING_PHON E PURCH_PHONE PUR_FST_NAME PUR_LST_NAME CON_DISC_%
POSTAL CODE COUNTRY GIFT MESSAGE DAY PHONE EVENING PHONE PURCHASERS PHONE PURCHASERS FIRST NAME PURCHASERS LAST NAME CONSULTANT DISCOUNT
ATTRIBUTE9 ATTRIBUTE13 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE14 ATTRIBUTE15 ATTRIBUTE16 ATTRIBUTE20
10 Characters 60 Characters 15 Characters 15 Characters 15 Characters 20 Characters 20 Characters 2 Digits
* * * * * * * * *
* * * * * * * * *
This line type is used when someone purchases a Gift Certificate. This line type will require additional information to be entered. Context Type: FREIGHT-US and CA only
Numbe r 10 Name XXX_FREIGHT_TAX _CODE Window Prompt XXX_FREIGHT_TAX _CODE Column ATTRIBUTE1 Value Set XXX_FREIGHT_TAX _CODE Displaye d * Enabled *
This line type is used for capturing freight charges and freight tax. Not used in the UK or DE. Context Type: STANDARD-US/STANDARD-CA
Numbe r 5 10 20 30 40 50 60 70 Name SHIP TO CODE HG HP HCD PH_NUMBER COMMENTS KIT_CRD_SERIAL KIT_CRD_SENT Window Prompt SHIP TO CODE SOLD TO DISCOUNT TYPE DISCOUNT PERCENT PAST HOST ID COMMENTS KIT_CRD_SERIAL KIT_CRD_SENT Column ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE19 ATTRIBUTE20 Value Set XXX_HOST_GUEST XXX_HOST_GUEST XXX HP ITEMS XXX HCD 15 Characters 240 Characters Optional 20 Characters 16 Characters Displaye d * * * * * * * * Enabled * * * * * * * *
Used as a standard shipping line for all order types, except RMA orders. KIT_CRD_SERIAL and KIT_CRD_SENT are both used for the Kit Credit processing to Prowess. Context Type: STANDARD-UK/STANDARD-DE
Numbe r 5 10 20 Name SHIP TO CODE HG HP Window Prompt SHIP TO CODE SOLD TO DISCOUNT TYPE Column ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE8 Value Set XXX_HOST_GUEST XXX_HOST_GUEST XXX HP ITEMS Displaye d * * * Enabled * * * 9 Company Confidential - For internal use only
30 35 40 50 60 70 80
HCD PURCH W/POINTS ITEM POINTS PH_NUMBER COMMENTS KIT_CRD_SERIAL KIT_CRD_SENT
DISCOUNT PERCENT PURCH W/POINTS ITEM POINTS PAST HOST ID COMMENTS KIT_CRD_SERIAL KIT_CRD_SENT
ATTRIBUTE9 ATTRIBUTE18 ATTRIBUTE14 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE19 ATTRIBUTE20
XXX HCD XXX_PURCHASE_WITH _POINTS XXX 6 DIGIT NUMBER 15 Characters 240 Characters Optional 20 Characters 16 Characters
* * * * * * *
* * * * * * *
Used as a standard shipping line for all order types, except RMA orders. KIT_CRD_SERIAL and KIT_CRD_SENT are both used for the Kit Credit processing to Prowess. Context Type: LSLC-US, CA, UK and DE
Numbe r 5 10 Name SHIP TO CODE HG Window Prompt SHIP TO CODE SOLD TO Column ATTRIBUTE 7 ATTRIBUTE 5 Value Set XXX_HOST_GUEST XXX_HOST_GUEST Displaye d * * Enabled * *
Used when processing adjustment orders (RMAs). This is used in the special case where either and entire shipment or carton(s) is/are lost. Context Type: RMASHP-US AND CA
Numbe r 5 10 20 30 50 60 70 80 Name SHIP TO CODE HG HP HCD RMA_REA_COD E QTY_OVER PH_NUMBER COMMENTS Window Prompt SHIP TO CODE SOLD TO DISCOUNT TYPE DISCOUNT PERCENT REASON CODE QTY VALIDATED PAST HOST ID COMMENTS Column ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE13 ATTRIBUTE12 ATTRIBUTE10 ATTRIBUTE11 Value Set XXX_HOST_GUEST XXX_HOST_GUEST XXX HP ITEMS XXX HCD XXX_RMA_REASON Yes_No 15 Characters 240 Characters Optional Displaye d * * * * * * * * Enabled * * * * * * * *
This is used for a shipment line on an adjustment order (RMA). Context Type: RMASHP-UK and DE
Numbe r 5 10 20 30 Name SHIP TO CODE HG HP HCD Window Prompt SHIP TO CODE SOLD TO DISCOUNT TYPE DISCOUNT PERCENT Column ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 Value Set XXX_HOST_GUEST XXX_HOST_GUEST XXX HP ITEMS XXX HCD Displaye d * * * * Enabled * * * * 9 Company Confidential - For internal use only
40 50 60 70 80
POINTS RMA_REA_COD E QTY_OVER PH_NUMBER COMMENTS
POINTS REASON CODE QTY VALIDATED PAST HOST ID COMMENTS
XXX 6 DIGIT NUMBER XXX_RMA_REASON Yes_No 15 Characters 240 Characters Optional
* * * * *
* * * * *
This is used for a shipment line on an adjustment order (RMA). Context Type: OS-LINE-US, CA, UK and DE
Numbe r 5 10 20 30 40 50 60 70 Name SHIP TO CODE HG HP HCD PH_NUMBER RMA_REA_COD E QTY_OVER COMMENTS Window Prompt SHIP TO CODE SOLD TO DISCOUNT TYPE DISCOUNT PERCENT PAST HOST ID REASON CODE QTY VALIDATED COMMENTS Column ATTRIBUTE7 ATTRIBUTE5 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE13 ATTRIBUTE12 ATTRIBUTE11 Value Set XXX_HOST_GUEST XXX_HOST_GUEST XXX HP ITEMS XXX HCD 15 Characters XXX_RMA_REASON Yes_No 240 Characters Optional Displaye d * * * * * * * * Enabled * * * * * * * *
This line type is used for an over shipment item for adjustment orders. Context Type: SHIPPING-US, CA, UK and DE
Numbe r 5 10 Name SHIP TO CODE CON_DISC_% Window Prompt SHIP TO CODE CONSULTANT DISCOUNT Column ATTRIBUTE7 ATTRIBUTE20 Value Set XXX_HOST_GUEST 2 Digits Displaye d * * Enabled * *
Used for shipping lines on non-com. Orders.
ADDITIONAL ORDER TYPE DFF The Additional Order Type DFFs are used in what Oracle calls Transaction Types (Order Types). The Additional Order Type DFFs are used for both Order and Line transaction types. The current setup is utilizing the Global Data Elements.
The line types (Context Field Values) that are currently setup are for the US and in some cases Canada. Canada, UK and Germany need to be setup and tested.
Code Global Data Elements Name Global Data Elements Description Global Data Element Context Enabled *
Context Type: Global Data Elements

Numbe r 10 20 30 40 50 Name XXX_TYPE XXX_COM_ORDER XXX_MIN_CONS_STATUS XXX_ORDER_AMOUNT_LM T XXX NONCOM SHP/SOLD TO Window Prompt XXX SHOW TYPE COMM. Yes/No XXX_MIN_CONS_STATUS XXX ORDER AMT LIMIT XXX NONCOM SHP/SOLD TO Column ATTRIBUTE 1 ATTRIBUTE 2 ATTRIBUTE 3 ATTRIBUTE 4 ATTRIBUTE 5 Value Set XXX_SHOW_TYPE Yes_No XXX_MIN_CONS _STATUS XXX NUMBER XXX_NONCOM _SHP _SOLD_TO Displaye d * * * * * Enabled * * * * *
Attribute2 will be used to indicate if the transaction type is a commissionable type and needs to be passed on to Prowess. This will be used by the custom program; therefore this field must be entered and maintained accurately for proper commission processing. Attribute3 is used when there is a restriction based on the consultant status. No value = no restrictions A = must be an active consultant
I = consultant can be inactive Attribute4 is used when there is an amount limit placed on an order type. (E order types have a $500.00 limit. Attribute5 is used only for noncom order types. The value set has only one value of CON for consultant ship and sold to code.
Setup/OE: Value Sets (This list will be validated during the conversion instance preparation)
V a l i d a t i o n T y p e s
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
W . XXX 30 Characters Optional C h a r 3 0 N o n e A l l e n E . XXX 6 Digit Number N u m b e r N o n e D i L e g g e S Y 9 Company Confidential - For internal use only
XXX Charter Gift Order
C h
T a
Value Set Name
F o r m a t T y p e
M a x . S i z e
b l e
C r e a t e d B y
Numbers
a r
S A D M I N
XXX DATE
S t a n d a r d D a t e
E . 1 1 N o n e D i L e g g e
XXX FPV R US
C h a r
I n d e p e n d
S Y S A D M I 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
e n t I n d e p e n d e n t I n d e p e n d e n t
C r e a t e d B y
E . D i L e g g e
XXX HCD
C h a r
XXX HOST DISCOUNT US, CA, DE and UK
N u m b e r
S Y S A D M I N
Value Set Name
F o r m a t T y p e
M a x . S i z e
I n d e p e n d e n t I n d e p e n d e n t I n d e
C r e a t e d B y
XXX HOST FPV US, CA
N u m b e r
S Y S A D M I N
XXX HOST HP ITEMS CA, DE, UK and US
N u m b e r
S Y S A D M I N
XXX HOST POINTS DE and UK
N u m b
S Y S A 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
p e n d e n t I n d e p e n d e n t I n d e p e n d e
C r e a t e d B y
e r
D M I N
E . D i L e g g e
XXX HP ITEMS
C h a r
XXX LANGUAGE S
C h a r
E . D i L e g g 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
n t
C r e a t e d B y
XXX Number
N u m b e r
E . 1 0 N o n e D i L e g g e S Y S A D M I N S Y S A D 9
XXX Order Number Charter Gift
C h a r
1 0
T a b l e
XXX Order Number Charter Gift
C h a
1 0
T a b l
Value Set Name
F o r m a t T y p e
M a x . S i z e
e
C r e a t e d B y
Report
M I N S Y S A D M I N
XXX Pampered Partner Import Source
C h a r
2 4 0
T a b l e
XXX REPRINT
C h a r
I n d e p e n d e n t T a b
E . D i L e g g e
XXX Show Number Charter Gift
C h a
S Y S 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
l e
C r e a t e d B y
Report
A D M I N
XXX US CALLER
C h a r
1 0
I n d e p e n d e n t I n d e p e n d e n
E . D i L e g g e
XXX action code charter gift
C h a r
5 0
S Y S A D M I N
Value Set Name
F o r m a t T y p e
M a x . S i z e
t
C r e a t e d B y
XXX consultant number charter gift
C h a r
1 0
T a b l e
S Y S A D M I N S Y S A D M I N S . P a n d y 9
XXX show number charter gift
C h a r
1 5
T a b l e
XXX_3_DIGI T
N u m b e r
N o n e
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
a I n d e p e n d e n t I n d e p e n d e n t
XXX_BOOKI NGS_POINT S
C h a r
S Y S A D M I N
XXX_BOOS TER_DAYS
C h a r
S Y S A D M I N
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
E . D i L e g g e
XXX_CON_ DISCOUNT
C h a r
E . D i L e g g e
XXX_COUN TRY_CODE
C h a r
XXX_CUST_ ORDERS_D E and UK
C h a
S Y S A 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
D M I N
XXX_DBA_ HWC
N u m b e r
S Y S A D M I N
XXX_DBA_S TD
N u m b e r
S Y S A D M I 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
n t I n d e p e n d e n t I n d e p e n d e n t
C r e a t e d B y
XXX_DEBIT _CARD_LIM IT
N u m b e r
S Y S A D M I N
XXX_DP_H WC_CA, DE, UK and US
C h a r
S Y S A D M I N
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
XXX_DP_ST D_CA, DE, UK and US
C h a r
S Y S A D M I N
XXX_ENHA NCEMENT_ MONTH
C h a r
S Y S A D M I N
XXX_ENHA NCEMENT_ MTH_LIST
C h a
S Y S A 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
D M I N
XXX_E_OR DER_QTY_L IMIT
C h a r
S Y S A D M I N
XXX_FREIG HT_TAX_C ODE
C h a r
E . D i L e g g 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
XXX_HOSP _BONUS
C h a r
S Y S A D M I N
XXX_HOSP _PTS_DE and UK
C h a r
S Y S A D M I N
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
E . D i L e g g e
XXX_HOST _GUEST
C h a r
XXX_HP_C ONV_POIN TS
C h a r
S Y S A D M I N
XXX_INTER FACE_RESP
C h a
S Y S A 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
D M I N
XXX_INTER FACE_RESP _NAMES
C h a r
5 0
S Y S A D M I N
XXX_MAX_ CA_AMT
C h a r
S Y S A D M I 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
XXX_MAX_ LINE_AMO UNT
N u m b e r
S Y S A D M I N
XXX_MAX_ LINE_QTY
N u m b e r
S Y S A D M I N
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
A . W i l s o n
XXX_MGM T_LEVEL
C h a r
2 0
XXX_MHS_ DOUBLE
C h a r
1 0
S Y S A D M I N
XXX_MIN_ CONS_STAT US
C h a
E . D 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
i L e g g e
XXX_MIN_ GUEST
N u m b e r
S Y S A D M I N
XXX_NONC OM_SHP_S OLD_TO
C h a r
E . D i L e g g 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
E . D i L e g g e
XXX_PRICI NG_SPECIA L_CODES
C h a r
XXX_PURC HASE_WITH _POINTS
C h a r
S Y S A D M I N
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
E . D i L e g g e
XXX_RETU RN_METHO D
C h a r
1 0
E . D i L e g g e
XXX_RMA_ REASON
C h a r
XXX_ROUN DING_FACT OR
N u m b
E . D 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
e r
i L e g g e
XXX_SEAS ONS_CA, DE, UK and US
C h a r
1 0
S Y S A D M I N
XXX_SHIP_ CODES
C h a r
S Y S A D M I 9
Value Set Name
F o r m a t T y p e
M a x . S i z e
C r e a t e d B y
E . D i L e g g e
XXX_SHIP_ TO
C h a r
XXX_SHOW _CLOSE_PT S
C h a r
S Y S A D M I N
Value Set Name
F o r m a t T y p e
M a x . S i z e
I n d e p e n d e n t
C r e a t e d B y
E . D i L e g g e
XXX_SHOW _TYPE
C h a r
XXX_START _DATE
C h a r
N o n e
S Y S A D M I N E . D i L e 9
XXX_TRUE_ FALSE
C h a r
I n d e p e n
Value Set Name
F o r m a t T y p e
M a x . S i z e
d e n t I n d e p e n d e n t
C r e a t e d B y
g g e
XXX_UNUS ED_POINTS
C h a r
S Y S A D M I N
Open and Closed Issues for this Deliverable

Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date

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D.S.030 ORDER MANAGEMENT APPLICATION

Order Management Application Setup

Approvals: <Approver 1> <Approver 2>

Author Sailesh Srivastava

Change Reference No Previous Document

Name Library Master

Location Project Library Project Manager

Application Set Up Control Sheet - Oracle Order Entry

OE: Choose Shipping Partners

OE: Define Document Sets

Company Confidential - For internal use only

OE: Define Shipping Parameters

Company Confidential - For internal use only

Customer Setup Customer Setup Customer Setup Customer Setup

Customer Setup Customer Setup Order Setup Order Setup

Order Setup Order Setup Order Setup Order Setup

9 Company Confidential - For internal use only

Workflow SubWorkflow Name Notes Setup Notes Setup Notes Setup

9 Company Confidential - For internal use only

Initial Tasks Setup/OE: Define QuickCodes Order Entry>SetUp>Quickcodes>Order Entry

Lookup Code Meaning

Lookup Code Description HOLD PER CCS

[ From To Enabled ] 16Feb12 * .

Change Notification CHANGE_NOTIFICATION_HOLD Hold for 3A7

Company Confidential - For internal use only

CONFIGURATOR CONS ERROR CREDIT EPAYMENT EXCEPTION HOLD

GROSS MARGIN HOLD GSA GUEST ERROR

HOLD HOST ERROR

IR_ISO_CMS_HOLD ITEM ERROR NSF HOLD

Company Confidential - For internal use only

ORDER ERROR PAYMENT ERROR

ORDER ERROR PAYMENT ERROR Pricing Error Hold Promotional Hold

XXX XXX 4Dec02

PRICING ERROR HOLD PROMOTION

SUPERVISOR TAX ERROR

SUPERVISOR TAX ERROR

HOLD PER SUPERVISOR XXX XXX Applied by custom program

XXX CUSTOM VERIFY FUNDS

XXX CUSTOM VERIFY FUNDS

Lookup Code Description HOLD PER CCS

HOLD PER FSRM

Company Confidential - For internal use only

* * * * * * * Comment [RM2]: Seeded values only

Release reason code is attached in the excel file.

From 1-Jan00 7May03 7-Oct99 19Nov99

Company Confidential - For internal use only

CZ_AUTOMATIC EXPIRE FSRM_OK MANUAL_RELEASE_MARGIN_ HOLD

OCM_AUTOMATIC OM_CANCEL PASS_CREDIT

PREPAYMENT RESOLVED VALID_CONFIG

9 Company Confidential - For internal use only

Type Meaning Application Description

SALES_CHANNEL Meaning N/A for : SALES_CHANNEL Order Management Sales Channels x

Access Level User Extensible System

Sales channel is look up table is attached below

Code EMAIL_CENTER FAX MAIL PHONE WEB

Lookup Code Meaning Email FAX MAIL PHONE WEB

Lookup Code Description

From 26-SEP2006 26-SEP2006 26-SEP2006 26-SEP2006

Lookup Code Meaning High PriorityRUSH

Lookup Code Description

Company Confidential - For internal use only

Lookup Code Meaning Accounts Receivables Billing Error

Lookup Code Description Accounts receivable billing error CONSULTANT ERROR