Order Management Setup Steps in oracle apps

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These are the following steps for Order Management stepup
Step 1: Multiple Organizations
Define multiple organizations in Oracle Inventory. This step is required.
Step 2: Multi-Org Access Control
The Multi-Org Access Control (MOAC) feature enables users to access to one or more
Operating Units within one user responsibility. Please refer to the Oracle Applications
Multiple Organizations Implementation Guide for more information.
Step 3: Flexfields
Define key and descriptive flexfields to capture additional information about orders and
transactions.
This step is required for Key Flexfields, and optional if you plan on using the
functionality surrounding Descriptive Flexfields. Several defaulting values are provided.
Step 4: Inventory Organizations
Define inventory organizations (warehouses), parameters, sub inventories, and picking
rules in Oracle Inventory.
You must define at least one item validation organization and at least one organization
that acts as an inventory source for orders fulfilled internally. If you plan to drop ship
some orders, you must also define at least one logical organization for receiving purposes
(Since for Drop ship orders virtual receipts are created against the logical organizations).
Your item validation organization can be the same as your inventory source or your
logical receiving organization, but you cannot use one organization for all three purposes.
See Step 5 for setting your item validation organization.
This step is required.
Step 5: Profile Options
Define profile options to specify certain implementation parameters, processing options,
and system options. This step is required.
Step 6: Parameters
Set your Order Management System Parameters to validate items, enable customer
relationships, and operating unit defaults. This step is required.
Step 7: Invoicing
Define invoicing information, including payment terms, invoicing and accounting rules,
Auto accounting parameters, territories, and invoice sources. This step is required if you
plan on transferring invoicing information to Oracle Receivables. Several defaulting
values are provided.

Step 8: Salespersons
Define information on your sales representatives. This step is optional.
Step 9: Tax
Define tax features, such as codes, rates, exceptions, and exemptions. This step is
required.
Step 10: QuickCodes
Define QuickCodes that provide custom values for many lists of values throughout Order
Management.
This step is required if you plan on creating user defined Quick codes for utilization
within Order Management. Defaulting values are provided.
Step 11: Workflow
Define header and line processing flows to meet different header and line type
requirements.
This step is required.
Step 12: Document Sequences (Order Numbering)
Define Document Sequences for automatic or manual numbering of orders. This step is
required.
Step 13: Order Import Sources
Define sources for importing orders into Order Management. This step is required if you
plan on importing orders or returns into Order Management.
Step 14: Units of Measure
Define the units of measure in which you supply items. This step is required.
Step 15: Item Information
Define item information, including item attribute controls, categories, and statuses. This
step is required.
Step 16: Items
Define the items that you sell, as well as container items. This step is required.
Step 17: Configurations
Define the configurations that you sell. This step is required if you plan on generating
orders or returns for configured items. Several defaulting values are provided.
Step 18: Pricing
Define price lists for each combination of item and unit of measure that you sell.
Optionally, you can define pricing rules and parameters to add flexibility. For more
information about pricing setup and implementation, refer to the Oracle Advanced
Pricing Implementation Manual. This step is required.

Step 19: Customer Classes

Define customer profile classes.
This step is required if you plan on using the functionality surrounding Customer
Profiles. Several defaulting values are provided.
Step 20: Customers
Define information on your customers. This step is required.
Step 21: Item Cross References
Define item cross references for ordering by customer part number, UPC, or any generic
item number.
This step is required if you plan on using the functionality surrounding item cross
referencing. Several defaulting values have been provided.
Step 22: Sourcing
Define your sourcing rules for scheduling supply chain ATP functions. This step is
optional.
Step 23: Order Management Transaction Types (Sales Documents)
Define Order Management transaction types to classify sales documents. For each order
type, you can assign a default price list, defaulting rules, order lines, return lines, line
types, workflow assignments, payment terms, and freight terms.
Note: Order Management provides NO seeded OM transaction types. For existing Oracle
Order Entry customers, Order Management will update existing Order Types to OM
transaction type during the upgrade process. This step is required.
Step 24: Cost of Goods Sold (COGS)
Set up your Cost of Goods Sold Accounting Flexfield combination (COGS Account) in
Oracle Inventory.This step is required if you plan on utilizing the functionality
surrounding COGS.
Step 25: Processing Constraints
Define processing constraints to prevent users from adding updating, deleting, splitting
lines, and cancelling sales documents information beyond certain points in your business
flows. Use the constraints Order Management provides, which prevent data integrity
violations, or create your own. This step is optional. Several default values for processing
constraints have been defined.
Step 26: Defaulting Rules
Define defaulting rules to determine the source and prioritization for defaulting order
information to reduce the amount of information you must enter manually in the Sales
Orders window. This step is optional. Several Defaulting rules and corresponding values
for have been defined.
Step 27: Credit Checking

Define your credit checking rules. This step is required if you plan on performing any
type of order credit checking.
Step 28: Holds
Define automatic holds to apply to orders and returns. This step is required if you plan on
performing automatic hold for orders or returns.
Step 29: Attachments
Define standard documents to attach automatically to sales documents. This step is
optional.
Step 30: Freight Charges and Carriers
Define freight charges and freight carriers to specify on orders. This step is required if
you plan on charging customers for freight or additional order charges.
Step 31: Shipping
Define shipping parameters in Oracle Shipping Execution. This step is required.