AIM

BR100- SETUP DOCUMENT

Budget Car and Van Rental

Order Management
Author Creation Date Last Updated Document Reference Version : : : : : Kiran D. Gholap Jul 7, 2008 Jan 7, 2011 BR100_OM Final

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Document Control
Change Record
13

Date 07-Jul-08 07-Jan-11

Author Kiran D. Gholap Kiran D. Gholap

Version Version 1 Final

Change Reference No Previous Document

Reviewers Name Mustafa Ghassan Sign

Distribution Copy No. 1 2 Name Mahindra Satyam Project Repository Budget Project Repository Location Hyderabad Jeddah

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.

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Content
Document Control............................................................................................................................2 OM: Define Sales Order Flexfield..................................................................................................4 OM: Define Order Management Parameters...............................................................................5 OM: Define Order Import Sources..................................................................................................6 OM: Define Transaction Types......................................................................................................7 OM: Define Document Sequences................................................................................................9 OM: Assign Document Sequences.............................................................................................10 OM: Define Freight Cost Type......................................................................................................10 1.OM: Define Shipping Parameters.............................................................................................11 OM: Define Shipping Execution Grants......................................................................................13

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OM: Define Sales Order Flexfield

Navigation Path Order ManagementSetupFinancials FlexfieldKeySegments (View > Find) Description: Use this form to define Sales Order Flexfield segments for Order Management This a one time setup and never need to change it <Key Flexfield Segments> Inventory Application Structures Code SALES_ORDER Allow Dynamic Inserts Yes Segments Name Order Source Order Type Order Number

Flexfield Title

Sales Orders

Title Unitrans Sales Orders

Description Unitrans Sales Orders

View Name

Window Prompt Order Source Order Type Order Number

Column SEGMENT1 SEGMENT2 SEGMENT3

Values Set

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OM: Define Order Management Parameters

Order ManagementSetupSystem ParametersValues
Description: Use this form to maintain Oracle Order Management Parameters. <Parameters>
Operating Unit Allow Partial Reservation Customer Relationships Item Validation Organization Margin Calculation Show Discount Details on Invoice

<Values>
Saudi Arabia Yes Related Customers Unitrans Item Master Price based No

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OM: Define Order Import Sources

Order ManagementSetupOrdersImport Sources
Description: Use this form to define additional Order Import Sources required for importing data relating to Sales Orders from external sources.. <Order Import Sources>
Order Import Source Description Enabled Legacy Data imported from Legacy Systems Y

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OM: Define Transaction Types

Order ManagementSetupTransaction TypesDefine
<Transaction Types>
Sr
1 2 3 4 5 6 7 8 9 10

Transaction Type
Unitrans Used Car Sales Order

Description

Unitrans Used Car Sales 01-JANOrder 2008

Effective Transaction Order Order Workflow Retain Date Type Code Category Document Number
ORDER LINE ORDER LINE Order LINE ORDER LINE ORDER Order Order Order Return Return ORDER Order r Return Return Order LINE Order Flow - Generic Yes -

Unitrans Used Car Sales 01-JANUnitrans Used Car Sales Line Line 2008 Used Cars Return Order Used Cars Return Line Lease Car Sales-(Depot) Order Used Cars Return form Customer Used Cars Return Line form Customer Lease Car Sales Order for Depot Repairs 01-JAN2008 01-JAN2008 01-JAN2008

Order Flow - Generic Yes -

Order Flow - Generic Yes -

Lease Car Sales Line for 01-JANLease Car Sales-(Depot) Line Depot Repairs 2008 Lease Car Return (Depot) Order Lease Car Return (Depot) Line Lease Car Return for Depot Repairs Order Lease Car Return for Depot Repairs Line 01-JAN2008 01-JAN2008 01-JAN2008 01-JAN2008

Order Flow - Generic Yes -

Total Loss Vehicles or Total Loss/Scrap Sales Order Scarp Sales Order Total Loss/Scrap Sales Line Total Loss Vehicles or Scarp Sales Line

Order Flow - Generic Yes -

<Main>
Sr
1 2 3 4 5 6 7 8 9 10

Default Return Line Type

Used Cars Return Line Lease Car Return (Depot) Line Total Loss/Scrap Sales Line -

Default Order Line Type

Unitrans Used Car Sales Line Lease Car Sales-(Depot) Line -

Price List
Car Sales Price List -

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<Finance>
Sr 1 2 3 4 5 6 7 8 9 10 Invoicing Rule Accounting Rule Scrap Sales Invoices 2010 Scrap Sales Invoices 2010 Invoice Source Order Management INV (Car Sale) 2010 Order Management INV (Car Sale) 2010 Order Management CM (Car Sale) 2010 Order Management CM (Car Sale) 2010 Transaction Type Receivables Order_MGT_Invoices Order_MGT_Invoices Scrap Sales Invoices Scrap Sales Invoices Currency -

Assign Line Flows (Enabled if the Transaction Type Code is ORDER) <Line Workflow Assignment>
Order Type 1 2 3 4 5 6 Unitrans Used Car Sales Order Used Cars Return Order Lease Car Sales-(Depot) Order Line Type Unitrans Used Car Sales Line Used Cars Return Line Lease Car Sales-(Depot) Line Expence & Labor-Depot Line Spare Part Charges-Depot Line Lease Car Return (Depot) Line Total Loss/Scrap Sales Line Process Name Line Flow - Generic Start Date 01-JAN-2008 -

Line Flow - Return for Credit 01-JAN-2008 with Receipt Line Flow - Generic, Ship 01-JAN-2008 Only Line Flow - Generic, Bill Only 01-JAN-2008 Line Flow - Generic, Bill Only 01-JAN-2008 Line Flow - Return for Credit 01-JAN-2008 with Receipt Line Flow - Generic 01-JAN-2008 -

7 8 9 10

Lease Car Return (Depot) Order Total Loss/Scrap Sales Order -

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OM: Define Document Sequences

Management Setup Shipping Documents Document Sequences Description: Use this form to define the Document Sequences. Document sequences are used by Order Management in automatic Generation of Sales Orders / RMA numbers. Document Sequences
Name Lease Car SaleDepot Repair Lease Return Depot Repairs Total Loss/Scrap Sales Used Car Sales Used Cars Return Total Loss/Scrap Return Order Application Order Management Order Management Order Management From 01-JAN-2008 01-JAN-2008 01-JAN-2008 To Type Automatic Automatic Automatic Initial Value 2000000000 5000000000 3000000000

Order Management Order Management Order Management

01-JAN-2008 01-JAN-2008 01-JAN-2008

Automatic Automatic Automatic

1000000000 4000000000 6000000000

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OM: Assign Document Sequences

Order ManagementSetupShippingDocumentsAssign Sequences
Description: Use this form to Assign Document Sequences to Transaction Types. Sequence Assignment
Application Order Management Order Management Order Management Order Management Order Management Order Management Category Ledger Method Start Date End Date Sequence Used Car Sales Lease Car SaleDepot Repair Lease Return Depot Repairs Used Cars Return Total Loss/Scarp Sales Total Loss/Scrap Return Order Unitrans Used Unitrans Primary Car Sales Ledger Order Lease Car Unitrans Primary Sales-(Depot) Ledger Order Lease Car Unitrans Primary Return (Depot) Ledger Order Used Cars Unitrans Primary Return Order Ledger Total Unitrans Primary Loss/Scrap Ledger Sales Order Total Unitrans Primary Loss/Scrap Ledger Return Order Automatic 01-JAN-2008 Automatic 01-JAN-2008 Automatic 01-JAN-2008 Automatic 01-JAN-2008 Automatic 01-JAN-2008 Automatic 01-JAN-2008

OM: Define Freight Cost Type

Order ManagementShippingSetupLookupQuery 'Freight Cost Type'
Description: Use this form to Freight Cost Types <Freight_Cost_Type> Code
TRANSFER-1ST REPAIR OUT W/S RENEW-1ST RENEW PENAULTY P.R.O M.P.V.I.2 M.P.V.I.1

Meaning
Transfer First Time Repair Outside W/S Renew-1st Renew Penalty P.R.O M.P.V.I.2 M.P.V.I.1

Description
Transfer First Time Repair Outside W/S Renew-1st Renew Penalty P.R.O M.P.V.I.2 M.P.V.I.1

Enabled
YES YES YES YES YES YES YES

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1. OM: Define Shipping Parameters

Order ManagementSetupShippingShipping Parameters
Description: Use this form to define Shipping Parameters. Shipping Parameters have to be defined for each Warehouse form which you want to ship the car/Vehicles <General>
Weight UOM Class Volume UOM Class Percent Fill Basis Weight Volume Weight

<Pick Release>
Release Sequence Rule Pick Slip Grouping Rule Print Pick Slip Default Pick Release Document Set Default Stage SubInventory Default Stage Locator Number of Pick Slip Lines Auto Allocate Auto create Deliveries Enforce Ship Sets and Ship Models Yes Yes STAGING Default: Order Number Default: Order Number At the End

<Shipping Transaction>
Default Ship Confirm Document Set Ship confirm Rule Auto pack Options Goods Dispatch Account Enforce Packing in containers No N o Unitrans Ship Confirm Rule No

<Delivery Grouping>
Delivery Grouping Attributes Auto-create delivery Criteria Customer Across Orders

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Appending Limit

Do D not Append o n

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OM: Define Shipping Execution Grants

Order ManagementSetupShippingGrants & Role Definitions Grants
Description: Use this form to Assign Shipping Execution Grants to Users who will be using Oracle Order Management Shipping forms for particular organization <Shipping Execution Grants> SCM User
Role Org Start Date End Date Upgrade Role WCO Enter current Date

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