Overview
The
Sales Orders window offers a convenient and quick entry point for
creating and editing order information as well as viewing summary
information from other subsystems such as Shipping, Receivables, and
Purchasing, as well as the status of orders.
Oracle
Order Management designed a mechanism called the Process Order API
that performs a consistent validation of data manipulation (i.e.
changes, deletions etc.) on the Sales Order attributes. This provides
a consistent, secure, and valid means for managing sales orders.
Required Setup
Order Header/Line Workflow Processes
Order
Management comes with seeded Workflow processes
.
Transaction Types
Both
order and line transaction types need to be setup in order for an
order to process from entry to invoicing
When
setting up order types, assign order header and line workflows to the
order type
Since
each line can go through its own flow process, each line needs to
have its own workflow process.
Line
level workflow processes are assigned based on the order type, line
type, and item type combination
Document Sequence
The
document sequence functionality is for numbering orders
Same
sequence can then be assigned to all order type
Processing Constraints
Order
Management ships with seeded constraints that prevent data integrity
problems
Scheduling Activity
The
Schedule function can be performed anywhere in a process flow
according to business needs
The
profile option OM: Autoschedule should be set to Yes.
Or
the user can schedule manually directly from the sales orders window
Master Items
A
standard, finished good item should be defined in the Inventory
module, with attributes set appropriately
The
key attributes that control the processing of a finished good item
are on the Order Management tab in the Master Item setup window. The
flag Shippable and Transactable should be selected
Item Quantity On-Hand
In
order to ship an item, there must be sufficient quantity available
Price List Setup
To
price the new item when entering the ordered item on the order, the
user should add the new item to a price list. The item is added to a
price list via the Price List Setup window: Pricing > Lists >
Price Lists Setup