Om Br100 Blank

AIM
BR.100 ORDER MANAGEMENT

APPLICATION SETUP
Parasakti Cement Industries Limited

Author:
Creation Date:
Last Updated:
Document Ref:
Version:
Approvals:
Approver 1
Approver 2
Approver 3
Baji.Patta
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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001
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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.
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front cover, for document control purposes.

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Contents
Document Control.......................................................................................ii
OM: Define Freight Charges and Carriers...................................................3
OM: Define AOL Document Sequences (Order Numbering).......................3
OM: Define Order Import Sources..............................................................3
OM: Define Transaction Types (Order)........................................................3
OM: Define Transaction Types (Order Line)................................................3
OM: Define Price List..................................................................................3
OM: Define Modifiers..................................................................................3
OM: Define Credit Checking.......................................................................3
OM: Define Automatic Holds......................................................................3
OM: Define Attachments............................................................................3
OM: Define Shipping Documents...............................................................3
OM: Define Release Sequence Rules..........................................................3
OM: Define Release Rules..........................................................................3
OM: Define Pick Slip Grouping Rules..........................................................3
OM: Define Shipping Parameters...............................................................3
n and Closed Issues for this Deliverable.....................................................3
Open Issues........................................................................................... 3
Closed Issues.........................................................................................3

Document Control iv
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OM: Define Freight Charges and Carriers

Setup>Shipping>Freight Carriers, Cost Types>Freight Carriers
Form
Name
Carriers
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
Date:
Order Management
July 30, 2004

Process Owner:
Order Management Key User
Description: Use this form to define freight carriers to specify on orders.
Carrier Name
Short Name
Active
Enable Manifesting
SCAC Code
Country
Address
Site Name
City
State
Postal Code
Province
County
Currency
Main
Contact Name
File Ref: 300024405.doc
OM: Define Shipping Parameters

(v. Error: Reference source not found ) Page 1 of 20

Last

First
Title
Active
Area Code
Phone
Extension
Short Name
Service
Mode
Contact Telephones
Country Code
Primary
Active
Services
Carrier
Ship Method
Organization Assignment
SEA



Setup>Shipping>Freight Carriers, Cost Types>Freight Cost Types
Form
Name
Freight Cost Types
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
H
Description: Use this form to define freight cost types to use in orders
Name
Type
Currency

July 30, 2004

Process Owner:
Amount
Effective
From
Effective To


Setup>Shipping>Freight Carriers, Cost Types>Assign Carrier Distribution
Form
Name
Freight Carriers
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
H
Description: Use this form to assign freight carriers to a specific organization
Carrier Short Name
Carrier Name
Organization

July 30, 2004

Process Owner:
Distribution Account
Inactive After


Setup>Shipping>Freight Carriers, Cost Types>Assign Carrier Distribution
Form
Name
Freight Carriers
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
H
Description: Use this form to define freight carriers to a specific organization
Carrier Short Name
Carrier Name
Organization

July 30, 2004

Process Owner:
Distribution Account
Inactive After

OM: Define AOL Document Sequences (Order Numbering)

Setup>Documents>Define
Form
Name
Document Sequences
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
July 30, 2004

Process Owner:
Description: Use this form to define AOL Document Sequences for automatic numbering of orders.
Name
Application
Effective From

Effectiv
e To
Type
Message
Initial Value

OM: Define Order Import Sources

Setup>Orders>Import Sources
Form
Name
Order Import Sources
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Order Management
<Control Number>
Date:
July 30, 2004

Process Owner:
Description: Use this form to define sources for importing orders into Order Management.
Import Source Name
Description

Enabled Y/N


Import Source Name

Description
Enabled Y/N
You can define as many import sources as you require.


OM: Define Transaction Types (Order)

Setup>Transaction Types>Define
Form
Name
Transaction Types
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
Order Management
H
Date:
July 30, 2004

Process Owner:
Description: Use this form to define transaction types to classify orders and returns. For each order type, you can assign default
Agreement, defaulting rules, approval actions, payment terms, and freight terms.
Transaction Type
Description
Effective Dates
Transaction Type Code
Order Category
Order Workflow
Main
<Document>
Agreement Type
Default Return Line Type
Default Order Line Type
Agreement Required
Purchase Order Required
<Pricing>

Price List
Enforce List Price
<Credit Check Rule>

Ordering
Packing
Picking/Pricing Release
Shipping
Shipping
Warehouse
Shipping Method
Shipment Priority
Freight Terms
FOB
Shipping Source Type
Demand Class
Scheduling Level
Auto Schedule
Finance
<Rule>
Invoicing Rule
Accounting Rule
<Source>
Invoice Source


Non Delivery Invoice Source
<Credit Method For>

Invoice With Rules
Split Term Invoices
Receivables Transaction Type

Cost of Goods Sold Account
Tax Event
Currency
Conversion Type
<Button> Assign Line Flows

Form
Name
Line Workflow Assignments
Order Type
<Assign Workflow Processes>

Line Type
Item Type
Process Name
Start Date
End Date
Transaction Type


Description
Effective Dates
Order Category
Order Workflow
Main
<Document>
-
Agreement Type
Agreement Required
<Pricing>
Price List
Enforce List Price
<Credit Check Rule>

Ordering
Packing
Shipping
Shipping
Warehouse
Shipping Method


Shipment Priority
Freight Terms
FOB
Demand Class
Scheduling Level
Auto Schedule
Finance
<Rule>
Invoicing Rule
Accounting Rule
<Source>
Invoice Source
<Credit Method For>

Invoice With Rules
Split Term Invoices

Tax Event
Currency
Conversion Type



Form
Name
Order Type

Line Type
Item Type
Process Name
Start Date
End Date
Line Type
Item Type
Process Name
Start Date
End Date
Normal Line - BMS

Line Flow Generic
24-MAR-2004
Normal Correction Return Line
Line Flow Return for Credit with Receipt
29-JUL-2004
-
Transaction Type
Description
Effective Dates
Order Category
Order Workflow
Main
<Document>
Agreement Type



Agreement Required
<Pricing>
Price List
Enforce List Price
<Credit Check Rule>

Ordering
Packing
Shipping
Shipping
Warehouse
Shipping Method
Shipment Priority
Freight Terms
FOB
Demand Class
Scheduling Level
Auto Schedule


Finance
<Rule>
Invoicing Rule
Accounting Rule
<Source>
Invoice Source
<Credit Method For>

Invoice With Rules
Split Term Invoices

Tax Event
Currency
Conversion Type

Form
Name
Order Type

Line Type
Item Type


Process Name
Start Date
End Date
Line Type
Item Type
Process Name
Start Date
End Date
Line Type
Item Type
Process Name
Start Date
End Date
Transaction Type
Description
Effective Dates
Order Category
Order Workflow
Main

<Document>
Agreement Type
Agreement Required
<Pricing>
Price List
Enforce List Price
<Credit Check Rule>

Ordering
Packing
Shipping
Shipping
Warehouse
Shipping Method
Shipment Priority
Freight Terms
FOB
Demand Class


Scheduling Level
Auto Schedule
Finance
<Rule>
Invoicing Rule
Accounting Rule
<Source>
Invoice Source
<Credit Method For>

Invoice With Rules
Split Term Invoices

Tax Event
Currency
Conversion Type

Form
Name
Order Type

Line Type


Item Type
Process Name
Start Date
End Date


OM: Define Transaction Types (Order Line)

Setup>Transaction Types>Define
Form
Name
Transaction Types
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
Order Management
H
Date:
July 30, 2004

Process Owner:
Description: Use this form to define transaction types to classify order lines. For each line type, you can assign default Agreement
Type, defaulting rules, approval actions, payment terms, and freight terms.
Transaction Type
Description
Effective Dates
Order Category
Order Workflow
Main
<Document>
Agreement Type
Agreement Required
<Pricing>

Price List
Enforce List Price
<Credit Check Rule>

Ordering
Packing
Shipping
Shipping
Warehouse
Shipping Method
Shipment Priority
Freight Terms
FOB
Demand Class
Scheduling Level
Auto Schedule
Inspection Required
Finance
<Rule>
Invoicing Rule
Accounting Rule
<Source>

Invoice Source
<Credit Method For>

Invoice With Rules
Split Term Invoices

Tax Event
Currency
Conversion Type
Transaction Type
Description
Effective Dates
Order Category
Order Workflow
Main
<Document>
Agreement Type
Agreement Required


<Pricing>
Price List
Enforce List Price
<Credit Check Rule>

Ordering
Packing
Shipping
Shipping
Warehouse
Shipping Method
Shipment Priority
Freight Terms
FOB
Demand Class
Scheduling Level
Auto Schedule
Inspection Required
Finance
<Rule>
Invoicing Rule


Accounting Rule
<Source>
Invoice Source
<Credit Method For>

Invoice With Rules
Split Term Invoices

Tax Event
Currency
Conversion Type
Transaction Type
Description
Effective Dates
Order Category
Order Workflow


Main
<Document>
Agreement Type
Agreement Required
<Pricing>
Price List
Enforce List Price
<Credit Check Rule>

Ordering
Packing
Shipping
Shipping
Warehouse
Shipping Method
Shipment Priority
Freight Terms
FOB


Demand Class
Scheduling Level
Auto Schedule
Inspection Required
Finance
<Rule>
Invoicing Rule
Accounting Rule
<Source>
Invoice Source
<Credit Method For>

Invoice With Rules
Split Term Invoices

Tax Event
Currency
Conversion Type
Transaction Type
Description
Effective Dates



Order Category
Order Workflow
Main
<Document>
Agreement Type
Agreement Required
<Pricing>
Price List
Enforce List Price
<Credit Check Rule>

Ordering
Packing
Shipping
Shipping
Warehouse
Shipping Method
Shipment Priority


Freight Terms
FOB
Demand Class
Scheduling Level
Auto Schedule
Inspection Required
Finance
<Rule>
Invoicing Rule
Accounting Rule
<Source>
Invoice Source
<Credit Method For>

Invoice With Rules
Split Term Invoices

Tax Event
Currency
Conversion Type




OM: Define Price List

Pricing>Price Lists>Price List Setup
Form
Name
Price Lists
Process:
Order Management
Business Area:
Date:
Control Number:
Priority(H, M, L):
Order Management
<Control Number>
July 30, 2004

Process Owner:
Description: Use this form to define price lists for the various customers and for different currencies.
Attention: Before you define discounts, enable your Pricing
Attributes descriptive flexfields in the Enable Parameters window.
Name
Pr
o
d
u
ct
C
o
nt
e
xt
Description
Currency
Effective Dates
Price Break Up
Type
Application Method
Value
Static Formula
Start Date
End Date
Pr
od
uc
t
Att
rib
ut
e
Pro
duc
t
Val
ue
Pro
duc
t
De
scri
pti
on
UO
M
Pri
ma
ry
UO
M
Lin
e
Ty
pe
Precedence
Name
Description


Currency
Effective
Price
BreakDates
Up
Application Method
Type
Product
Context
Value
Static Formula
Start Date
End Date
Precedence
Product Attribute
Product Value
Product Description
UOM
Primary UOM
Line Type
Product
Context
Product Attribute
Product Value
Product Description
UOM
Primary UOM
Line Type
Price Break Up
Type
Application Method
End Date
Precedence
Name
Description
Currency
Effective Dates
Value
Static Formula

Start Date

Name
Description
Currency
Effective Dates
Product
Context
Product Attribute
Price Break Up
Type
Application Method
Product Value
Value
Product Description
Static Formula

UOM
Start Date
Primary UOM
Line Type
End Date
Precedence

OM: Define Modifiers

Pricing>Modifiers
Form
Name
Price Lists
Process:
Order Management
Business Area:
Date:
Control Number:
Priority(H, M, L):
Order Management
<Control Number>
July 30, 2004

Process Owner:
Description: Use this form to define modifiers both discounts and surcharges one each for the different currencies.
Attention: Before you define discounts, enable your Pricing
Attributes descriptive flexfields in the Enable Parameters window.
Type
Name
Currency
Description
Modifier
Number
Level
Modifier Type
Start Date
Override
Pricing Phase
Product Attribute
Product Attribute
Value

End Date
Include On Returns
Print On Invoice
Automatic
Application Method
Value

Type
Name
Currency
Description
Modifier
Number
Level
Modifier Type
Start Date
Override
Pricing Phase
Product Attribute
Product Attribute
Value
Level
Modifier Type
Start Date
End Date
Include On Returns
Print On Invoice
Automatic
Application Method
Value
Print On Invoice
Automatic
YES
YES
Type
Name
Currency
Description
Modifier
Number

End Date


Override
Pricing Phase
Product Attribute
Product Attribute
Value
Modifier
Number
Level
Modifier Type
Start Date
Override
Pricing Phase
Product Attribute
Product Attribute
Value
Include On Returns
Application Method
Value
Print On Invoice
Automatic
Application Method
Value
Type
Name
Currency
Description

End Date
Include On Returns

OM: Define Credit Checking

Setup>Rules>Credit>Define Credit Check Rules
Form
Name
Credit Check Rules
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
30 July, 2004
Process Owner:
Description: Use this form to define your credit checking rules.

Options
Name
Check Item
Categories
Include
Uninvoiced
Orders
Effective
Dates
Credit Check Level

(Option)
Credit Hold Level

(Option)
Override Manual
Release
Days to Honor
Manual Release
Conversion Type
Send Hold
Notification
s
Exposure
Include External
Credit Exposure
Include Open
Receivables Balance
Include
Payments at Risk
Open Receivables Days
Include
Freight and
Special
Charges
Include Tax
Include Orders
Currently On Hold
Scheduled Shipping
Horizon Days
Maximum Days
Past Due
Use Pre-Calculated
Exposure


OM: Define Automatic Holds

Setup>Orders>Holds
Form
Name
Holds
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
July 30, 2004

Process Owner:
Description: Use this form to define automatic holds to apply to orders and returns.
Name
Description
Type
Workflow Item
Workflow Activity
Hold Included
Items
Effective Dates
Hold Included
Items
Effective Dates
<Authorizations>
Responsibility
Authorized Action
Effective Dates
From
Effective Dates To
Workflow Activity
Description
Type
Workflow Item
Workflow Activity
Receivables
Superuser-BMS
Receivables
Superuser BPE
Order
Management
Superuser-BMS
Order
Management
Superuser-BPE
Name
<Authorizations>

Responsibility
Authorized Action
Effective Dates
From
Effective Dates To
Workflow Activity
Name
Description
Type
Workflow Item
Workflow Activity
Effective Dates To
Workflow Activity
Hold Included
Items
Effective Dates
<Authorizations>
Responsibility
Authorized Action
Effective Dates
From


OM: Define Attachments

Setup>Orders>Attachments>Documents
Form
Name
Documents
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
July 30, 2004

Process Owner:
Description: Use this form to define standard documents to attach automatically to orders and returns.
Attention: Before you define documents you must define at least
one document category to use attachments in Order Management.
Category
Name
Category
Description
Data Source
Type
Storage Source If
Required
List File name
Select
Usage
Security Type
&
Owner
Effective Date
Range
Magnification
if Image Data Type
Chosen
Standard documents to be defined using this form so that those documents can be attached automatically to orders or returns as
required


OM: Define Shipping Documents

Shipping>Setup>Documents>Document Sets
Form
Name
Document Sets
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Order Management
<Control Number>
Date:
July 30, 2004

Process Owner:
Description: Use this form to define groups of shipping documents that print automatically to specified printers when you confirm
shipments.
Document Set
Description
Usage
<Effective Dates>
From
To
<Printing Method>
Parallel
Sequential
Documents
Seq
Application
Report Name
Description

Copies

Document Set
Description
Usage
<Effective Dates>
From
To
<Printing Method>
Parallel
Sequential
Documents
Seq
Application
Report Name
Description
Copies
Document Set
Description
Usage
<Effective Dates>
From
To
<Printing Method>
Parallel


Sequential
Documents
Seq
Application
Report Name
Description

Copies

OM: Define Release Sequence Rules

Shipping>Setup> Picking>Release Sequence Rules
Form
Name
Release Sequence Rules
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
July 30, 2004

Process Owner:
Description: Use this form to define the order in which picking lines are released.
Rule Name &

Description
Effective
Dates
Outstanding
Invoice Value
Priority
Schedule Date
Priority

Departure Date
Priority
Shipment
Priority
Order
Ascending/Descendin
g Toggle

OM: Define Release Rules

Shipping>Setup>Picking>Release Rules
Form
Name
Release Rules
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
Order Management
H
Date:
July 30, 2004

Process Owner:
Description: Use this form to define and save picking criteria that can be used when running Pick Release.
Release Rule
Effective
Release Criteria
Order
Orders
Shipping
Ship Method
Ship From
Include Assigned Lines
Document Set
Shipment Priority
Release Sequence Rule
Autocreate Deliveries
Inventory

Warehouse
Pick Slip Grouping Rule
Auto Pick Confirm
Auto Allocate
Pick From Subinventory
Pick From Locator
Default Stage Subinventory
Default Stage Locator
Release Rule
Effective
Release Criteria
Order
Orders
Shipping
Ship Method
Ship From
Document Set
Shipment Priority



Inventory
Warehouse
Auto Pick Confirm
Auto Allocate
Pick From Locator
Release Rule
Effective
Release Criteria
Order
Orders
Shipping
Ship Method
Ship From
Document Set


Shipment Priority
Inventory
Warehouse
Auto Pick Confirm
Auto Allocate
Pick From Locator

Document Set
Shipment Priority
Release Rule
Effective
Release Criteria
Order

Orders
Shipping
Ship Method
Ship From
Document Set
Shipment Priority
Inventory
Warehouse
Auto Pick Confirm
Auto Allocate
Pick From Locator
Release Rule
Effective


Release Criteria
Order
Orders
Shipping
Ship Method
Ship From
Document Set
Shipment Priority
Inventory
Warehouse
Auto Pick Confirm
Auto Allocate
Pick From Locator


OM: Define Pick Slip Grouping Rules

Shipping>Setup>Picking>Pick Slip Grouping Rules
Form
Name
Pick Slip Grouping Rules
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
Date:
Order Management
<Control Number>
July 30, 2004

Process Owner:
Description: Use this form to define grouping rules to determine how released picking lines are grouped onto pick slips
Rule Name
Group By

Checked Y/N


Shipping>Setup>Shipping Parameters
Form
Name
Shipping Parameters
Process:
Order Management
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
Order Management
H
Date:
July 30, 2004

Process Owner:
Description: Use this form to define Default Shipping Parameters for general, pick release, shipping transaction, and delivery
grouping.
BMS
Weight Unit of Measure Class
Volume Unit of Measure Class
Default Unit of Measure for Percentage Fill
<Pick Release> Release Sequence Rule
Print Pick Slip Selection
Default Staging Location
Default Pick Release Document Set
Auto Create Delivery criteria
Auto Allocate
Auto Create Deliveries
Enforce Ship Sets and Ship Models
Default Delivery Document Set
Weight/Volume Calculation
Enforce Packing in Containers


Container Inventory control

Goods Dispatched Account
Freight Class Category Set
Commodity Code Category Set
Delivery Grouping
Shipping Transaction
<Across All Organizations>
Enforce Ship Method
Defer Interface
Allow Future Ship Date
IP1
Auto Allocate



Delivery Grouping
Enforce Ship Method
Defer Interface
IP2



Auto Allocate
Delivery Grouping
Enforce Ship Method
Defer Interface
MP1



Auto Allocate
Delivery Grouping
Enforce Ship Method
Defer Interface


PQV
Auto Allocate
Delivery Grouping
Enforce Ship Method


Defer Interface


n and Closed Issues for this Deliverable

Open Issues
ID
Issue
Resolution
Responsibility
Target Date
Impact Date
Resolution
Responsibility
Target Date
Impact Date
Closed Issues
ID
Issue
POF Implementation
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AIM

BR.100 ORDER MANAGEMENT

Parasakti Cement Industries Limited

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

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Document Control iii

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

OM: Define Freight Charges and Carriers

July 30, 2004

Order Management Key User

Description: Use this form to define freight carriers to specify on orders.

OM: Define Shipping Parameters

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

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OM: Define Shipping Parameters

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

OM: Define Freight Charges and Carriers

Freight Cost Types

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July 30, 2004

Order Management Key User

OM: Define Shipping Parameters

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

OM: Define Freight Charges and Carriers

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July 30, 2004

Order Management Key User

OM: Define Shipping Parameters

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

OM: Define Freight Charges and Carriers

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July 30, 2004

Order Management Key User

OM: Define Shipping Parameters

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

OM: Define AOL Document Sequences (Order Numbering)

July 30, 2004

Order Management Key User

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OM: Define Shipping Parameters

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Doc Ref: IOM/BMS/IMP/MFG/OM/BR100/03/001

OM: Define Order Import Sources

Order Import Sources

July 30, 2004

Order Management Key User

Import Source Name