BR 100

AIM Business Flow Accelerators
162 APPLICATION SETUP
Author: Creation Date: Last Updated: Document Ref: OM_Setup/BR100 Version: 1.0 Release: 12.0.6
Approvals:
Copy Number
_____
Document Control
Change Record
4
Date
Author
Version
Change Reference
Reviewers
Name Position
Distribution
Cop y No. 1 2 3 4 Name Location
Note To Holders:
Contents
Document Control ..................................................................................................................ii Application Setup Control Sheet: Order Management ...................................................... 1 OM: Define System Level Profile Options .......................................................................... 4 OM: Enable System Parameters ........................................................................................... 5 OM: Order AOL Document Sequences (Order Numbering) ............................................ 7 OM: Order Document Categories ....................................................................................... 14 WSH: Shipping Document Categories ............................................................................... 15 WSH: Shipping Document Sequences ............................................................................... 17 WSH: Assign Shipping Document Sequences .................................................................. 18 OM: Order Assign Document Sequences .......................................................................... 19 OM: Define Validation Templates ..................................................................................... 33 OM: Define Processing Constraints................................................................................... 35 OM: Defaulting Rules Setup ............................................................................................... 42 QP: Define Pricing ............................................................................................................... 43 QP: Define Modifier............................................................................................................. 47 OM: Define Transaction Types .......................................................................................... 48 WSH: Define Shipping Documents ................................................................................... 58 WSH: Define Release Sequence Rules ............................................................................... 60 WSH: Define Release Rules ................................................................................................ 61 WSH: Define Pick Slip Grouping Rules ............................................................................ 66 WSH: Define Ship Confirm Rules ...................................................................................... 67 WSH: Define Shipping Parameters ................................................................................... 68 WSH: Define Container Load Details ............................................................................... 70 TAX: Define Lookup Codes................................................................................................ 71 WSH: Define Freight Carriers ............................................................................................ 72 WSH: Roles in Shipping Execution ................................................................................... 74 WSH: Grants in Shipping Execution ................................................................................. 76 OM: Define Quick Codes .................................................................................................... 77 OM: Define Descriptive Flexfields..................................................................................... 80 SYS: System Profile Options ................................................................................................ 99
OM: Customers ................................................................................................................... 100 OM: India Localization Customer Tax Information .................................................... 108 OM: India Localization VAT Document Sequencing............................................... 110 Form Personalizations ........................................................................................................ 115 WSH: Define Custom Folder ............................................................................................ 123 WSH: Assign Custom Folder to responsibility .............................................................. 124 Appendix ............................................................................................................................. 130 Open and Closed Issues ......................................................................................................... 8 Open Issues....................................................................................................................... 8 Closed Issues .................................................................................................................... 8
Application Setup Control Sheet: Order Management

Environment Name: Machine: Organization:
Workflow SubWorkflow Name
Setup Task
Responsibility
Due Date
QA Responsibility
QA Due Date
Signature Approval
OM: Define Profile Options OM: Define Item Validation System Parameter and Operating Unit OM: Define AOL Document Sequences (Order Numbering) OM: Order Document Categories OM: Order Assign Document Sequences WSH: Shipping Document Categories WSH: Shipping Document Sequences WSH: Assign Shipping Document Sequences OM: Define Processing Constraints
OM: Define Pricing
OM: Define Transaction Types
Setup Task
Responsibility
Due Date
QA Responsibility
QA Due Date
Signature Approval
WSH: Define Shipping Documents WSH: Define Release Sequence Rules WSH: Define Release Rules WSH: Define Pick Slip Grouping Rules WSH: Define Ship Confirm Rules
WSH: Define Shipping Parameters
WSH: Define Container Load Details
WSH: Define Freight Carriers
WSH: Grants in Shipping Execution
OM: Define Quick Codes
OM: Define Descriptive Flexfields
SYS: System Profile Options
OM: Internal Customers OM: India Localization Customer Tax Information
Setup Task
Responsibility
Due Date
QA Responsibility
QA Due Date
Signature Approval
OM: India Localization VAT Document Sequencing
OM: Define System Level Profile Options

Process: Business Area: Date:
Order Management Control Number: OM-1
Sysadmin Setups Priority (H, M, L): <Priority (H, M, L)>
26-JUN-2008 Process Owner:
System Administrator>Setup>Profile Options

Description: (see below). Note: A O in a row means optional at that level.
Form Name
Profile Options
Description Value (Sit Level Unless Otherwise Indicated)
Profile Option Name
OM: AutoSchedule OM: Debug Level OM: Return Item Mismatch Action OM: Return Unfulfilled Referenced Line Action OM: Discounting Privileges QP: Blind Discount Option QP: Item Validation Organization OM: List Price Override Privilege OM: Charging Privilege Header Level Discount Name Order Line Modifier : Order Management Branch Access : AR Invoice Text
No 0 Reject Reject
OM: Enable System Parameters OM>Setup>System Parameters>Values

Description:
XXX Process: Business Area: Date:
Order Management
Control Number:
System Parameters
Priority (H, M, L):
26-Jun-2008
Process Owner:
OM-2
<Priority (H, M, L)>
Description: Use this form to set the Order Management Application to The Operation Unit and the Item Validation Organization.
Operating Unit Parameter Value XXXXXXXXXXX
No
OM: Order AOL Document Sequences (Order Numbering) Setup>Documents>Define Document Sequences
XXXX Process: Business Area: Date:
Order Management
Control Number:
Document Sequencing
Priority (H, M, L):
27-JUN-2008
Process Owner:
OM-3
Description: Use this form to define AOL Document Sequences for automatic numbering of orders.
Name
Application
From
To
Type
Message
Initial Value 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Name
Application
From
To
Type
Message
Initial Value 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Name
Application
From
To
Type
Message
Initial Value 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Name
Application
From
To
Type
Message
Initial Value 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Name
Application
From
To
Type
Message
Initial Value 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Name
Application
From
To
Type
Message
Initial Value 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Name
Application
From
To
Type
Message
Initial Value 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
OM: Order Document Categories Setup>Documents> Categories (OM) Document Categories

Order Management
Control Number:
Document Categories
Priority (H, M, L):
27-JUN-08
Process Owner:
OM-4
Application
Code
Name
Description
Table Name
Dist Sales
WSH: Shipping Document Categories Setup >Shipping>Documents>Document Categories Document Categories Summary
Shipping Execution
Control Number:
Document Categories
Priority (H, M, L):
27-JUN-08
Process Owner:
WSH-1 Description:
Category Name Description Document
Document Type
Location
Sequence - Prefix
Sequence - Suffix
Delimiter -
Dist Sales
Category Name
Description
Document
Document Type
Location
Sequence - Prefix
Sequence - Suffix
Delimiter -
Dist Sales
WSH: Shipping Document Sequences Setup >Shipping>Documents>Document Sequences Document Sequences

XXXXProcess: Business Area: Date:
Shipping Execution
Control Number:
Document Sequences
Priority (H, M, L):
27-JUN-08
Process Owner:
WSH-2 Description:
Name Application
Effective From
Effective To
Type
Initial Value
Dist Sales
WSH: Assign Shipping Document Sequences Setup> Shipping >Documents>Assign Sequences Sequence Assignments
BEL Process: Shipping Execution
Control Number: Business Area: Date:
Document Category Assignment

Priority (H, M, L):
30-JUN-08
Process Owner:
WSH-3
tab
Name
Documents
Category Ledger Method
OM: Order Assign Document Sequences Setup>Documents>Assign Sequence Assignments

BEL Process: Order Management
Document Type Assignment

Priority (H, M, L):
30-JUN-08
Process Owner:
OM-5
tab
Name
Documents
Category Ledger Method
Name
Category
Ledger
Method
Name
Category
Ledger
Method
Name
Category
Ledger
Method
Name
Category
Ledger
Method
Name
Category
Ledger
Method
Name
Category
Ledger
Method
tab
Assignment
Category Start Date End Date Sequence
Application
Application
Category
Start Date
End Date
Sequence
Application
Category
Start Date
End Date
Sequence
Application
Category
Start Date
End Date
Sequence
Application
Category
Start Date
End Date
Sequence
Application
Category
Start Date
End Date
Sequence
Application
Category
Start Date
End Date
Sequence
Application
Category
Start Date
End Date
Sequence
OM: Define Validation Templates Setup>Rules>Security>Validation Templates Validation Templates

Order Management
Control Number:
Validation Templates
Priority (H, M, L):
28-Dec-2008
Process Owner:
OM-6 Description: >
Application: Order Management

Validation Templates Entity Template Name Seeded? Short Name Description Validation Type Validation Semantics Column Validation Operation Value String

Validation Templates

Entity Template Name Seeded? Short Name Description Validation Type Validation Semantics Column Validation Operation Value String
OM: Define Processing Constraints Setup>Rules>Security>Processing Constraints Processing Constraints

Order Management
Control Number:
Processing Constraints
Priority (H, M, L):
28-Dec-2008
Process Owner:
OM-7 Description:
<Priority (H, M, L)> Application: Order Management Entity: Order Header
Constraints Operation Attribute User Action Applies To System Changes User Changes Enabled Seeded? Conditions Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message Group # Scope Validation Entity Record Set All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities Applicable To
All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities

Not Validation Template Enabled Seeded? User Message Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message
Entity: Order Header

Constraints Operation Attribute

User Action Applies To System Changes User Changes Enabled Seeded? Conditions Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities
Applicable To
Entity: Order Line

Constraints Operation Attribute User Action Applies To System Changes User Changes Enabled Seeded? Conditions Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities
Entity: Order Line
Applicable To

Constraints Operation Attribute User Action Applies To System Changes User Changes Enabled Seeded? Conditions Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message Group # Scope Validation Entity Record Set Not All Responsibilities Authorized Responsibilities Constrained Responsibilities
Entity: Order Line
Applicable To
All Responsibilities Authorized Responsibilities Constrained Responsibilities
All Responsibilities Authorized Responsibilities Constrained Responsibilities

Validation Template Enabled Seeded? User Message
Entity: Order Line

Constraints Operation Attribute User Action Applies To System Changes User Changes Enabled Seeded? Group # Scope Validation Entity Record Set Not Validation Template Enabled Seeded? User Message Group # Scope Validation Entity Record Set Update Not Allowed Always Never Yes Conditions All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities
Entity: Order Line
Applicable To

Not Validation Template Enabled Seeded? User Message
Entity: Order Line
OM: Defaulting Rules Setup Setup>Rules>Defaulting Defaulting Setup Entity Attributes

Order Management
Control Number:
Defaulting Rules
Priority (H, M, L):
18-Feb-2009
Process Owner:
OM-8 Description: <Defaulting Rules>

Attributes Defaulting Sequence Attribute Precedence Defaulting Condition Enabled 50 Latest Schedule Limit Defaulting Conditions Sequence Source Type Default Source/Value
Default Sourcing Rules
QP: Define Pricing Price Lists>Price List Setup Price List

Advanced Pricing
Control Number:
Price List Maintenance

Priority (H, M, L):
06-Nov-2008
Process Owner:
QP-1
Description: Define Excise Price List for Fans BU for all items belonging to the business unit. Header
Name FANS EXCISE PRICE LIST Curr ency Roun d To Effective Date (from) Description FANS EXCISE PRICE LIST Effective Date (to) Payment Terms Freight Terms Freight Carriers Comments
Tab: List Lines

Product Context Product Attribute Product Value UOM Primar y UOM Line Type
Tab: List Lines

Application Method Value Dynamic Formula Start Date End Date Precedence
Tab: Secondary Price List

Secondary Price List Precedence Description
Tab: Qualifier
Group Grouping No Qualifier Context Qualifier Attribute Precedence Operator Value From Value To Start Date End Date
Button: Price Breaks

Product Context *Defaults from list line Product Attribute Value From Value To Price Application Method
Button: Pricing Attributes

Product Context Product Attribute Produ ct Value Prici ng Cont ext Pricin g Attrib ute Opera tor Value From Value To
The following excise price lists need to be setup in the system for all the items belonging to the respective business units Excise Price List for Lighting BU Header
Name Description Currency Round To Effective Date (from) Effective Date (to)
List Lines
Product Context Product Attribute Product Value UOM Primary UOM Line Type Application Method Value Dynamic Formula Start Date End Date Precedence
Excise Price List for Appliances BU Header

List Lines
Excise Price List for MR BU Header

List Lines
Excise Price List for Header

List Lines
The following price list will be setup for pricing the internal sales orders created in the system Header
List Lines
QP: Define Modifier Modifiers>Modifier Setup Define Modifier

Advanced Pricing
Control Number:
Modifier Maintenance
Priority (H, M, L):
09-Nov-2008
Process Owner:
QP-2
Description: Define manual modifier for capturing the discount passed on a sales order line in Siebel. Main
Type Discount List Active Yes Automatic Version Number 1 Start Date 01-MAR-2009 End Date Currency INR Name BEL Manual Discount Description
Tab: Modifiers Summary

Modifier No 6006 Level Modifier Type Discount Start Date End Date Print on Invoice Yes Override Pricing Phase Proration Type None Product Attribute All Items Product Attribute Value ALL Product Description All Precedence
Line
01-MAR2009
Yes
List Line Adjustment
315
Tab: Discounts/Charges
Modifier No 6006 Level Line Modifier Type Discount Application Method Amount Value 0
OM: Define Transaction Types Setup>Transaction Types>Define

Form Name
Transaction Types
Business Area: Date:
Process:
Order Management
Control Number:
Transaction Types
Priority (H, M, L):
06-Nov-2008
Process Owner:
OM-9 Description <LINE LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description
Sales Document Type
Effective Date Start
Effective Date End
Order Category
Transaction Type Code
Fulfillment Flow
Negotiation Flow
Default Transaction Phase
Layout Template
Contract Template
Retain Document Number
Main Document Agreement Type Default Order Line Type Default Return Line Type Agreement Required Y/N Purchase Order Required Y/N Pricing Price List Enforce Price List Y/N Credit Check Rule
tab
tab
Warehouse Shipping Method
Shipping Invoicing Rule Accounting Rule
tab
Finance Rule
Shipment Priority Freight Terms FOB Ship Source Type
Source Invoice Source Non-Delivery Invoice Source Credit Method For Invoices With Rules Split Term Invoices
Demand Class Scheduling Level Auto Schedule Y/N Inspection Required
Operating Unit
Transaction Type
Description Y/N
Sales Document Type
Effective Date End
Order Category
Ordering Checking
Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type
<ORDER LEVEL TRANSACTION TYPE>

Operating Unit Bajaj Electricals Limited Fulfillment Flow Transaction Type Mumbai Order Negotiation Flow Description Order for Mumbai Branch in Bajaj Electricals Limited Default Transaction Phase Sales Document Type Sales Order Layout Template Effective Date Start 25-FEB-2009 Contract Template Retain Document Number Effective Date End Order Category Order Transaction Type Code ORDER
Additional Order Type Information Parent Branch Mumbai
tab
Order Flow Generic Main Document Agreement Type Default Order Line Type Default Return Line Type Agreement Required Y/N Purchase Order Required Y/N Order Line
tab
tab
Shipping Mumbai Invoicing Rule Accounting Rule
tab
Finance Rule
Source Invoice Source Non-Delivery Invoice Source Credit Method For Invoices With Rules Split Term Invoices Order Entry
Pricing Price List Enforce Price List Y/N Credit Check Rule
Demand Class Scheduling Level Auto Schedule Y/N Inspection Required Y/N
Operating Unit Ordering Checking
Transaction Type
Description
Sales Document Type
Effective Date Start Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type
Effective Date End Mumbai Invoice
Order Category
INR
Line Type Order Line
Item Type
Assign Line Flows Process Name Line Flow - Generic
Start Date 25-FEB-2009
End Date
<LINE LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Document Type Effective Date Start Effective Date End Order Categ ory Transaction Type Code LINE Fulfillment Flow Negotiation Flow Default Transaction Phase Layout Template Contract Template Retain Document Number
Main Document Agreement Type Default Order Line Type Default Return Line Type Agreement Required Y/N Purchase Order Required Y/N Pricing Price List Enforce Price List Y/N
tab
tab
Shipping Invoicing Rule Accounting Rule
tab
Finance Rule
Source Invoice Source Non-Delivery Invoice Source Credit Method For Invoices With Rules Split Term Invoices
Demand Class Scheduling Level Auto Schedule Y/N
Operating Unit
Transaction Type
Description
Sales Document Type
Effective Date End
Order Categ ory
Credit Check Rule Ordering Checking
Inspection Required Y/N Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type

Operating Unit Transaction Type Description Sales Document Type Effective Date Start Effective Date End Order Category Transaction Type Code ORDER Fulfillment Flow Negotiation Flow Default Transaction Phase Layout Template Contract Template Retain Document Number Additional Order Type Information Parent Branch Main Document Agreement Type Default Order Line Type Default Return Line Type Agreement Required Y/N Purchase Order Required Y/N Mumbai
tab
Order Flow Generic
tab
tab
tab
Finance Rule
Shipment Priority Return Line Freight Terms FOB Ship Source Type
Source Invoice Source Non-Delivery Invoice Source Credit Method For Invoices With Rules Split Term Invoices Order Entry
Demand Class Scheduling Level Auto Schedule Y/N Inspection Required
Operating Unit
Transaction Type
Description Y/N
Sales Document Type
Effective Date End
Order Category
Ordering Checking
Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type Assign Line Flows Process Name Line Flow - Return for Credit with Receipt
Mumbai Invoice
INR
Line Type Return Line
Item Type
End Date

tab
Order Flow Generic
tab
tab
tab
Finance Rule
Source Invoice Source Non-Delivery Invoice Source Credit Method For Invoices With Rules Order Entry
Pricing Price List
Demand Class Scheduling Level
Operating Unit
Transaction Type
Description Auto Schedule Y/N Inspection Required Y/N
Sales Document Type
Effective Date Start Split Term Invoices
Effective Date End
Order Category
Enforce Price List Y/N Credit Check Rule Ordering Checking
Mumbai Invoice
INR
Item Type
End Date

tab
Order Flow Generic
tab
tab
tab
Finance Rule
Source Invoice Source Non-Delivery Invoice Source Order Entry
Operating Unit
Transaction Type Pricing
Description Demand Class Scheduling Level Auto Schedule Y/N Inspection Required Y/N
Sales Document Type
Effective Date End Credit Method For
Order Category
Price List Enforce Price List Y/N Credit Check Rule Ordering Checking
Invoices With Rules Split Term Invoices
Mumbai Invoice
INR
Item Type
End Date

Operating Unit Transaction Type Description Sales Document Type Effective Date Start Effective Date End Order Category Transaction Type Code ORDER Fulfillment Flow Negotiation Flow Default Transaction Phase Layout Template Contract Template Retain Document Number Additional Order Type Information Parent Branch Main Document Agreement Type Default Order Line Type Default Return Line Type Agreement Mumbai
tab
Order Flow Generic
tab
tab
tab
Finance Rule
Shipment Priority Return Line Freight Terms FOB
Source Invoice Source Order Entry
Operating Unit Required Y/N Purchase Order Required Y/N
Transaction Type
Description
Sales Document Type
Effective Date End
Order Category
Ship Source Type
Non-Delivery Invoice Source Credit Method For Invoices With Rules Split Term Invoices
Pricing Price List Enforce Price List Y/N Credit Check Rule Ordering Checking
Demand Class Scheduling Level Auto Schedule Y/N Inspection Required Y/N Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type Assign Line Flows Process Name Line Flow - Return for Credit with Receipt
Mumbai Invoice
INR
Item Type
End Date

Operating Unit Transaction Type Description Sales Document Type Effective Date Start Effective Date End Order Category Transaction Type Code ORD ER Fulfillme nt Flow Order Flow Generic Main Document Agreem Negotiatio n Flow Default Transaction Phase Layout Template Contract Template Retain Document Number Additional Order Type Information Parent Branch Mumbai
tab
tab
tab
Warehous e Shipping
Shipping Mumbai Invoicing Rule
tab
Finance Rule
Operating Unit ent Type Default Order Line Type Default Return Line Type Agreem ent Require d Y/N Purchas e Order Require d Y/N
Transaction Type
Description Method Shipment Priority
Sales Document Type
Effective Date End
Order Category
Accounting Rule
Return Line
Freight Terms
Source
FOB
Invoice Source
Order Entry
Ship Source Type
Non-Delivery Invoice Source
Demand Class Schedulin g Level Auto Schedule Y/N Inspection Required Y/N
Credit Method For Invoices With Rules Split Term Invoices
Orderin g Checkin g
Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type Assign Line Flows Process Name
Mumbai Invoice
INR
Line Type
Item Type
Start Date
End Date
Transaction Type-Order & Line Included in Appendix
WSH: Define Shipping Documents Shipping>Setup>Document Sets

Form Name
Document Sets
Process:
Shipping Execution
Control Number:
Document Sets
Priority (H, M, L):
10-Nov-2008
Process Owner:
WSH-4 Description:
>
(All Pick Release Documents)
Document Set Description Usage Effective Dates: From Effective Dates: To Printing Method Documents: Seq 10 20 30 Application Report Name Description l
<Shipping Document Sets>

Document Set Description Usage Effective Dates: From Effective Dates: To Printing Method Documents: Seq 10 Application
(Ship Confirm Documents)
Report Name Packing Slip Report
Description Packing Slip Report
Shipping Execution
WSH: Define Release Sequence Rules Shipping>Setup>Picking>Release Sequence Rules

Form Name
Release Sequence Rules

Process:
Shipping Execution
Control Number:
Release Sequence Rule

Priority (H, M, L):
10-Nov-2008
Process Owner:
WSH-5
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.
<Release Sequence Rules>

Rule Description Effective Dates: From Effective Dates: To Release Priority Order Outstanding Invoice Value Schedule Date Departure Date Shipment Priority 1 Yes Priority 2 Ascending Yes Descending
WSH: Define Release Rules Shipping>Setup>Picking>Define Release Rules Form

Form Name
Release Rules
Shipping Execution
Control Number:
Release Rule
Priority (H, M, L):
10-Nov-2008
Process Owner:
WSH-6 Description:
Rule Effective: From Effective: To Release Criteria Order: Order Type Order: Orders Order: Order Number Order: Ship Set Order: Customer Order: Ship To Order: Item Order: Prior Reservations Only Order: Schedule Ship Dates: From Order: Schedule Ship Dates: To Order: Requested Dates: From All
Mumbai Release Rule (Distribution)
Rule Order: Requested Dates: To Shipping: Ship Method Shipping: Shipment Priority Shipping: Ship From Shipping: Include Assigned Lines Shipping: Document Set Shipping: Release Sequence Rule Shipping: Auto Pack Shipping: Autocreate Deliveries Shipping: Autocreate Delivery Criteria Shipping: Auto Pick Confirm Shipping: Autopack Delivery Shipping: Ship Confirm Rule Shipping: Append Deliveries Inventory: Warehouse Inventory: Subinventory Inventory: Pick Slip Grouping Rule Inventory: Allocation Method Inventory: Cross Dock Criteria Inventory: Project Inventory: Task `
Rule Inventory: Auto Allocate Yes
Inventory: Plan Tasks
Inventory: Task Priority
Inventory: Pick From: Subinventory Inventory: Pick From: Locator Inventory: Default Stage: Subinventory Inventory: Default Stage: Locator Staging
Warehouse
Pick Release Rule
Order: Order Type
Shipping: Ship From
Inventory: Warehouse
Warehouse
Pick Release Rule
Order: Order Type
Shipping: Ship From
Warehouse
Pick Release Rule
Order: Order Type
Shipping: Ship From
D07
WSH: Define Pick Slip Grouping Rules Shipping>Setup>Picking>Define Pick Slip Grouping Rules Pick Slip Grouping Rules
Shipping Execution
Control Number:
Pick Slip Grouping Rule

Priority (H, M, L):
10-Nov-2008
Process Owner:
WSH-7 Description:
<Pick Slip Grouping Rules>

Rule Name Description Effective Dates: From Effective Dates: To Group By: Order Number Group By: Customer Group By: Ship To Group By: Carrier Group By: Source Subinv
WSH: Define Ship Confirm Rules Shipping>Setup>Ship Confirm Rules Ship Confirm Rules
Shipping Execution
Control Number:
Ship Confirm Rule

Priority (H, M, L):
15-Nov-2008
Process Owner:
WSH-8 Description:
<Pick Slip Grouping Rules>

Ship Confirm Rule Effective Dates: From Effective Dates: To Ship Options Action Ship Options Unspecified Quantities Create Delivery for Staged Quantities Ship Method Default Option Set Delivery In Transit Close Trip Document Set
WSH: Define Shipping Parameters Shipping>Setup>Shipping Parameters Shipping Parameters

Shipping Execution
Control Number:
Shipping Parameters
Priority (H, M, L):
18-Nov-2008
Process Owner:
WSH-9
Description: Use this form to define the default shipping parameters for the following warehouses:
<Shipping Parameters> (GENERAL)

Parameter Weight UOM Class Volume UOM Class Percent Fill Basis Export Compliance Screening Enable Workflows Raise Business Events Enable Ship to Deliver Workflow Value
<Shipping Parameters> (PICK RELEASE)

Parameter Release Sequence Rule Pick Slip Grouping Rule Print Pick Slip Value Parameter Default Stage Subinventory Default Stage Locator Number of Pick Slip Lines Value Staging
Parameter Default Pick Release Document Set
Value
Parameter Auto Allocate Autocreate Deliveries Enforce Ship Sets and Ship Models Plan Tasks
Value Yes Yes Yes
<Shipping Parameters> (SHIPPING TRANSACTION)

Parameter Default Ship Confirm Document Set Ship confirm Rule Enforce Packing in Containers Value Parameter Auto-Pack options Value No
Goods Dispatched Account
<Shipping Parameters> (DELIVERY)

Parameter Ship From Location Customer Freight Terms FOB Code Appending Limit Value Parameter Ship To Location Intermediate Ship To Location Ship Method Autocreate delivery Criteria Value
WSH: Define Container Load Details Shipping>Setup>Container Load Details

Form Name
Container-Item Relationships
Process:
Shipping Execution
Control Number:
Container Load Details

Priority (H, M, L):
11-Dec-2008
Process Owner:
WSH-10 Description: :
TAX: Define Lookup Codes (N) Tax Administrator>Advanced Setup Options>Tax Lookup Codes
Form Name
Lookup Types
Process:
Shipping Execution
Control Number:
Freight Carriers
Priority (H, M, L):
10-Mar-2009
Process Owner:
TAX-1 Description:
WSH: Define Freight Carriers Shipping>Setup>Freight Carriers, Cost Types>Freight Carriers

Form Name
Carriers
Process:
Shipping Execution
Control Number:
Freight Carriers
Priority (H, M, L):
12-Dec-2008
Process Owner:
WSH-11 Description: Use <Carriers>

Name Short Name
SCAC Code
(Services)
Service Level Mode Ship Method
Organization Assignments
Select Ahmedabad (B14)
(Addresses/Sites) New (Address)

Country Address1 Address2 Address3 City State Postal Code
(Contacts)
Last Name First Name Title Job Title Email Address
(Contact Telephones)
Country Code Area Code Telephone Number Extension Type
Organization Assignments
Select Ahmedabad (B14)
(Classification)
Category Carrier
WSH: Roles in Shipping Execution Shipping>Setup>Grants and Role Definitions>Define Roles Shipping Execution Role Definition
Shipping Execution
Control Number:
Roles in Shipping Execution

Priority (H, M, L):
17-Feb-2009
Process Owner:
WSH-12 Description:
Name
Description
Deliveries
Lines/LPNs
Name
Description
WSH: Grants in Shipping Execution Shipping>Setup>Grants and Role Definitions>Grants Shipping Execution Grants
Shipping Execution
Control Number:
Grants in Shipping Execution

Priority (H, M, L):
18-Feb-2009
Process Owner:
WSH-13 Description:
User Role Org
Start Date
End Date
Role Description
Organization Mumbai
OM: Define Quick Codes Setup>Quick Codes>Order Management Order Management Lookups
Order Management
Control Number:
Quick Codes
Priority (H, M, L):
10-Nov-2008
Process Owner:
OM-10
Type Meaning Application Description Access Level
Code
Meaning
Description
Tag
Effective From
Effective To
Enabled Yes Yes Yes Yes Yes Yes Yes
Code
Meaning
Description
Tag
Effective From
Effective To
Enabled
Code
Meaning
Description
Tag
Effective From
Effective To
Enabled
Meaning
Application Description Access Level
Code
Meaning
Description
Tag
Effective From
Effective To
Enabled
Code Meaning Application Description Access Level
Meaning
Description
Tag
Effective From
Effective To
Enabled
Code
Meaning
Description
Tag
Effective From
Effective To
Enabled Yes
OM: Define Descriptive Flexfields Setup>Financials>Flexfields>Descriptive>Segments Descriptive Flexfield Segments

Order Management
Control Number:
Descriptive Flexfield
Priority (H, M, L):
10-Nov-2008
Process Owner:
OM-11 Description:
Application Flexfield Title Freeze Flexfield Definitions Segment Separator
Structures
Code Global Data Elements Name Global Data Elements Description Global Data Element Context Enabled Yes
Segments
Segments Summary
Number Name Window Prompt Column Value Set Displayed Enabled
Open
Segments
Name Column Description Enabled Yes
Number
Validation
Value Set Default Type Required Description Default Value Security Enabled Range
Sizes
Display Size Description Size Concatenated Description Size 10 50 25
Prompts
List of Values Window
Open
Form Name
Segments
Enabled Displayed Yes Yes
Name Column Description Number
Validation
Sizes
Prompts
Structures
Code Name Description Enabled
Segments Summary
Open
Segments
Name Column Description Number 10 Enabled Displayed Yes Yes
Validation
Sizes
Display Size Description Size Concatenated Description Size
Prompts Open
Segments
Name Enabled Yes
Column Description Number 20
Displayed
Yes
Validation
Sizes
Prompts
Open
Segments
Name Column Enabled Displayed Yes Yes
Description Number 30
Validation
Sizes
Prompts
Open
Segments
Name Column Description Enabled Displayed Yes Yes
Number
40
Validation
Sizes
Prompts
Open
Segments
Name Column Description Number 50 Enabled Displayed Yes Yes
Validation
Sizes
Prompts
Structures
Code Name Description Enabled
Segments
Segments Summary
Open
Segments
Yes Yes
Validation
Value Set Default Type Required Default Value Security Enabled Range
Sizes
Prompts
Open
Form Name
Segments
Enabled Displayed
Validation
Sizes
Prompts
Open
Form Name
Segments
Name Column Description Number 30
Validation
Sizes
Prompts
List of Values
Window
Open
Form Name
Segments
Validation
Sizes
Display Size Description Size Concatenated Description Size 10
Prompts
Open
Form Name
Segments
Enabled Displayed
Validation Sizes
Prompts
Open
Form Name
Segments
Name Column Description
Number
60
Validation
Sizes
Display Size Description Size
Prompts Open
Form Name
Segments
Enabled Displayed
Validation
Description
Sizes
Prompts
Context Field
Prompt Value Set Default Value Reference Field Sunchronize with Reference Field
Structures
Code Name Description Enabled Yes Yes
Segments
Segments Summary
Open
Segments
Enabled Displayed Description Number
ValidationDefault Type
Required Description
Security Enabled Range
Sizes
Prompts
Open
Form Name
Segments
Validation
Sizes
Prompts
Context Field
Prompt Value Set Default Value Reference Field Sunchronize with Reference Field
Structures
Code Name Description Enabled Yes Yes
Segments
Segments Summary
Open
Segments
Yes Yes
Number
10
Validation
Default Value Security Enabled Range
Sizes
Prompts
SYS: System Profile Options System Administrator: Profile > System

Common Setup Tasks

Control Number:
Profile Options
Priority (H, M, L):
10-Nov-2008
Process Owner:
OM-12
System Profile Options

Profile GL: Ledger Name HR: User Type MO: Operating Unit Site Application Responsibility User
OM: Customers Customers>Standard

Process: Business Area: Date: Process Owner:
Order Management
Control Number:
Internal Customer Sites

Priority (H, M, L):
OM-13 Description: .
Create Customer Information

Organization Name Alias Name Pronounciation D-U-N-S Number URL Context Value
Account Information
Account Number Account Type Account Description Profile Class Business Unit
Context Value
Account Site Address

Country Address 1 Address 2 Address 3 City/Town Place District State PIN Code Address Description
Account Site Details

Operating Unit Reference Category Territory Translation EDI Location Context Value
Business Purposes
Purpose Location Primary Bill To Location
Bill To Site Use Details

Sales Territory Payment Terms Salesperson Contact SIC Code No Sales Credit
Ship To Site Use Details

Order Type Sales Territory Payment Terms Salesperson Contact Internal Location Internal Organization
Country
Address 1
Address 2
Address 3
City/To wn
District
State
PIN Code
Bill To
Location
Primary
Ship To
Location
Bill To Location
Primary
Country
Address 1
Address 2
Address 3
City/To wn
District
State
PIN Code
Bill To
Location
Primary
Ship To
Location
Bill To Location
Primary
Bill To Site Use Details
Country
Address 1
Address 2
Address 3
City/To wn
District
State
PIN Code
Bill To
Location
Primary
Ship To
Location
Bill To Location
Primary
Country
Address 1
Address 2
Address 3
City/To wn
District
State
PIN Code
Bill To
Location
Primary
Ship To
Location
Bill To Location
Primary
Country
Address 1
Address 2
Address 3
City/To wn
District
State
PIN Code
Bill To
Location
Primary
Ship To
Location
Bill To Location
Primary
OM: India Localization Customer Tax Information India Localization>Customers>Additional Information

Form Name
Customer Tax Information India Localization

Process:
Order Management
Control Number:
Customer Tax Information

Priority (H, M, L):
10-Dec-2008
Process Owner:
OM-14 Description:
Operating Unit
Customer Name
Address
Item Category List
CST Reg No
LST Reg No
VAT Reg No
Dist Sales
Operating Unit
Customer Name
Address
Item Category List
CST Reg No
LST Reg No
VAT Reg No
Dist Sales
OM: India Localization VAT Document Sequencing India Localization>India TCS/VAT/Service Tax>Setup>VAT Document Sequencing Document Sequencing Setup
Management
VAT Document Sequencing

Priority (H, M, L):
10-Dec-2008
Process Owner:
OM-15 Description:
Registration Number Organization Name Location
Effective From
Effective To
Document Type
Document Type Name
Start Number
Prefix
End Number
Registration Number
Organization Name
Location
Effective From
Effective To
Document Type
Document Type Name
Start Number
Prefix
End Number
Registration Number
Organization Name
Location
Effective From
Effective To
Document Type
Document Type Name
Start Number
Prefix
End Number
Registration Number
Organization Name
Location
Effective From
Effective To
Document Type
Document Type Name
Start Number
Prefix
End Number
Registration Number
Organization Name
Location
Effective From
Effective To
Document Type
Document Type Name
Start Number
Prefix
End Number
Form Personalizations India Localization>Sales Order >Orders / Returns (Localized)>Help >Diagnostics>Custom Code>Personalize
Form Name
Sales Order India Localization

Order Management Personalization

Control Number: Priority (H, M, L):
10-Apr-2009
Process Owner:
OM-16 Description:
Sequenc e No.
Description
Level
Trigger Event
Trigger Object
Condition
Processing Mode
Sequenc e No.
Description
Level
Trigger Event
Trigger Object
Condition
Processing Mode
Oracle Order Management > Orders / Returns > Sales Orders> Help >Diagnostics>Custom Code >Personalize Sales Orders
Description Seque Description nce No. Level Trigger Event Trigger Object Condition Processing Mode
Seque nce No.
Type
Descript ion
Language
Object_Type
Target Object
Property Name
Value
Code >Personalize Order Organizer

Description Sequen ce No. Descriptio n Level Trigger Event Trigger Object Condition Processing Mode
Actions
Value
FALSE
FALSE
Value TRUE
TRUE
Action s Property Name Value
Processing Mode Both Action s Sequen ce No. Type Descript ion Language Object_Type / Builtin Type Target Object / Argument Property Name Value
Oracle Order Management >Shipping > Transactions > Help >Diagnostics>Custom Code >Personalize Shipping Transactions Form
Description: Sequen ce No. Descriptio n Level Trigger Event Trigger Object Condition Processing Mode
Seque nce No.
Type
Descripti on
Language
Object_Type / Builtin Type
Target Object / Argument
Property Name
Value
India Localization >Shipping > Ship Confirm (Localized)> Help >Diagnostics>Custom Code >Personalize
Form Name
Confirm Shipment India Localization

Level Trigger Event Trigger Object Condition Processin g Mode
Description: Seque Descriptio nce n No.
Actions Seque nce No. Type Descripti on Language Object_Type / Builtin Type Target Object / Argument Property Name Value
WSH: Define Custom Folder Shipping>Transactions>Define Custom Folder

Form Name
Shipping Transactions
Business Area:
Custom Folder
Control Number: Priority (H, M, L):
<Priority (H, M, L)> Description:
WSH: Assign Custom Folder to responsibility System Administrator>Application>Administer Folders

Form Name
Default Folders by Responsibility

Process:
Shipping Execution
Control Number:
Custom Folder
Priority (H, M, L):
14-Apr-2009
Process Owner:
<Priority (H, M, L)> Description:

Responsibility Application Folder Set Folder Language Behavior Mode
Responsibility
Application
Folder Set
Folder
Language
Behavior Mode
Responsibility
Application
Folder Set
Folder
Language
Behavior Mode
Responsibility
Application
Folder Set
Folder
Language
Behavior Mode
Responsibility
Application
Folder Set
Folder
Language
Behavior Mode
Responsibility
Application
Folder Set
Folder
Language
Behavior Mode
Appendix
The following table shows the list of order line types setup in the system
Operating Unit Transaction Type Description Sales Document Type Effective Date Start Effective Date End Order Category Transaction Type Code Fulfillment Flow
The following table shows the list of order types setup in the system
Operating Unit Transacti on Type Description Sales Docume nt Type Effective Date Start Effective Date End Order Categor y Transacti on Type Code Fulfillment Flow Warehou se Default Order Line Type Default Return Line Type Invoice Source Recei vables Trans action Type Parent Branch
Operating Unit
Transacti on Type
Description
Sales Docume nt Type
Effective Date End
Order Categor y
Transacti on Type Code
Fulfillment Flow
Warehou se
Default Order Line Type
Default Return Line Type
Invoice Source
Recei vables Trans action Type
Parent Branch
Operating Unit
Transacti on Type
Description
Effective Date End
Order Categor y
Fulfillment Flow
Warehou se
Invoice Source
Parent Branch
Operating Unit
Transacti on Type
Description
Effective Date End
Order Categor y
Fulfillment Flow
Warehou se
Invoice Source
Parent Branch
Operating Unit
Transacti on Type
Description
Effective Date End
Order Categor y
Fulfillment Flow
Warehou se
Invoice Source
Parent Branch
Operating Unit
Transacti on Type
Description
Effective Date End
Order Categor y
Fulfillment Flow
Warehou se
Invoice Source
Parent Branch
2027
Operating Unit
Transacti on Type
Description
Effective Date End
Order Categor y
Fulfillment Flow
Warehou se
Invoice Source
Parent Branch
Open and Closed Issues
Open Issues
1. <Description of issue>
Closed Issues
1. <Description of issue>

BR 100

Hochgeladen von

Dokumentinformationen

Originalbeschreibung:

Originaltitel

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

BR 100

Hochgeladen von

Copyright:

Verfügbare Formate

AIM Business Flow Accelerators

162 APPLICATION SETUP

Application Setup Control Sheet: Order Management

Workflow SubWorkflow Name

OM: Define Pricing

OM: Define Transaction Types

Workflow SubWorkflow Name

WSH: Define Shipping Parameters

WSH: Define Container Load Details

WSH: Define Freight Carriers

WSH: Grants in Shipping Execution

OM: Define Quick Codes

OM: Define Descriptive Flexfields

SYS: System Profile Options

OM: Internal Customers OM: India Localization Customer Tax Information

Workflow SubWorkflow Name

OM: India Localization VAT Document Sequencing

OM: Define System Level Profile Options

Order Management Control Number: OM-1

Sysadmin Setups Priority (H, M, L): <Priority (H, M, L)>

26-JUN-2008 Process Owner:

System Administrator>Setup>Profile Options

Profile Option Name

OM: Enable System Parameters OM>Setup>System Parameters>Values

<Priority (H, M, L)>

<Priority (H, M, L)>

OM: Order Document Categories Setup>Documents> Categories (OM) Document Categories

<Priority (H, M, L)>

<Priority (H, M, L)>

WSH: Shipping Document Sequences Setup >Shipping>Documents>Document Sequences Document Sequences

<Priority (H, M, L)>

Document Category Assignment

<Priority (H, M, L)>

OM: Order Assign Document Sequences Setup>Documents>Assign Sequence Assignments

Document Type Assignment

<Priority (H, M, L)>

OM: Define Validation Templates Setup>Rules>Security>Validation Templates Validation Templates

OM-6 Description: >

<Priority (H, M, L)>

Application: Order Management

Application: Order Management

Application: Order Management

OM: Define Processing Constraints Setup>Rules>Security>Processing Constraints Processing Constraints

<Priority (H, M, L)> Application: Order Management Entity: Order Header

All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities

Application: Order Management

Entity: Order Header

All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities

All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities

Application: Order Management

Entity: Order Header

Application: Order Management

Entity: Order Header

All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities

Application: Order Management

Entity: Order Line

Application: Order Management

Entity: Order Line

All Responsibilities Authorized Responsibilities Authorized Responsibilities Constrained Responsibilities

Application: Order Management

Entity: Order Line

All Responsibilities Authorized Responsibilities Constrained Responsibilities