Oracle R12 Apps - Order Management Module Setup Steps:

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Step #

Setup

Define Flexifield

Define Multiple Organization

Define Inventory
Organization

Define COGS

Set Profile Options

Define System Parameters

Define Invoice Transaction

Types

Define Sales Persons

Define Tax

Define Quick Codes

Description
Define key and descriptive
flexfields to capture additional
information about orders and
transactions, defined in Oracle
Inventory
Define multiple organizations
in Oracle Inventory, if multiple
organizations.
Define inventory
organizations, parameters,
subinventories and picking
rules in Oracle Inventory.
Set up your Cost of Goods Sold
Accounting Flexfield
combination (COGS Account)
in Oracle Inventory.
Define profile options to
specify certain
implementation parameters,
processing options and system
options.
Set Order Management
Parameters to validate items,
enable customer relationships
and operating unit defaults.
Define invoicing information,
including payment terms,
invoicing and accounting
rules, Autoaccounting
parameters, territories and
invoice sources.
Define information on sales
representatives.
Define tax features, such as
codes, rates, exceptions and
exemptions.
Define QuickCodes that
provide custom values for
many lists of values

Remarks
Prerequisite setup for
Order Management.

Optional
Prerequisite setup for
Order Management.
Required. If planned to
use the COGS
Recognition
Functionality.
Required

Required

Required

Optional
Required
Required

10

Define Workflow

11

Define Order Import Sources

12

Define Unit of Measure

13

Define Item Information

14

Define Items

15

Define Item Cross Reference

16

Define Pricing

17

Define Customer Classes

18

Define Customers

19

Define Credit Check

20

Define Credit Hold

21

Define Transaction Types

22

Define Document
Sequences

23

Define Processing
Constraints

throughout Order
Management.
Define order and line
processing flows to meet
different order and line type
requirements.
Define sources for importing
orders into Order
Management.
Define the units of measure
for supply of items.
Define item information,
including item attribute
controls, categories and
statuses.
Define the items that are sold,
as well as container items.
Define item cross references
for ordering by customer part
number or any generic item
number.
Define price lists for each
combination of item and unit
of measure.
Define customer profile
classes.
Define customer with
information
Define your credit checking
rules.
Define automatic holds to
apply to orders and returns.
Define Order Management
transaction types to classify
orders and returns.
Define Document Sequences
for automatic or manual
numbering of orders.
Define processing constraints
to prevent users from adding
updating, deleting, splitting
lines and cancelling order or
return information beyond

Required

Required
Prerequisite setup for
Order Management.
Prerequisite setup for
Order Management.
Prerequisite setup for
Order Management.
Required. If planned to
use the Cross
Reference functionality.
Required
Required. If planned to
use the Customer
Profiles functionality.
Required
Required if planned to
use any type of order
credit checking.
Required if planned to
use automatic hold for
orders or returns.
Required
Required

Optional

24

Define Defaulting Rules

25

Define Attachments

26

Define Freight Charges and

Carriers

27

Define Shipping Parameters

28

Define Grants & Roles

certain points in the order

cycles.
Define defaulting rules to
determine the source and
prioritization for defaulting
order information to reduce
the time & Manual entry.
Define standard documents to
attach automatically to orders
and returns.
Define freight charges and
freight carriers to specify on
orders.
Define shipping parameters in
Oracle Shipping Execution.
Define Grants & Roles to
users.

Optional

Optional
Required if planned to
use charging customers
for freight.
Required
Required

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