Order Management

Application Configuration

Configuration Run
Run Date

03-MAY-2011

Run Time

17:27:34

ConfigSnapshot Version

3.2.0.0

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Contents
1

General ..................................................................................................................................................... 3
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
1.10
1.11
1.12
1.13
1.14

Operating Unit ......................................................................................................................................... 11

2.1
2.2
2.3
2.4
2.5

3
4
5
6

Order Import Sources ...............................................................................................................................................................3

Order Holds ..............................................................................................................................................................................4
Sales Credit Types ...................................................................................................................................................................4
Defaulting Condition Templates ................................................................................................................................................5
Defaulting Attribute Rules .........................................................................................................................................................5
Validation Templates ................................................................................................................................................................5
Record Sets..............................................................................................................................................................................6
Processing Constraints .............................................................................................................................................................7
Credit Checking Rules ..............................................................................................................................................................8
Credit Usage Rules .............................................................................................................................................................8
Credit Profiles......................................................................................................................................................................8
System Parameter Definition ............................................................................................................................................. 10
Quick Codes...................................................................................................................................................................... 10
Profile Options................................................................................................................................................................... 11
System Parameters ................................................................................................................................................................ 11
System Parameter Values ...................................................................................................................................................... 11
Transaction Types .................................................................................................................................................................. 11
Payment Types....................................................................................................................................................................... 14
Item Orderability Rules ........................................................................................................................................................... 15

Filter Summary ........................................................................................................................................ 15

User Filter Summary ............................................................................................................................... 15
Warnings Found ...................................................................................................................................... 15
Errors Found ........................................................................................................................................... 15

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1 General
1.1

Order Import Sources

Menu Path: Setup > Orders > Import Sources

Order Import Source

Description

Enabled

Document1

AIA Enabled

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1.2

Order Holds

Menu Path: Setup > Orders > Holds

Value

Field Name
Hold Name
Description
Type
Workflow Item
Workflow Activity
Hold Included Items
Progress Workflow on Release
Apply To Order And Line
Date From
Date To
Flexfield

Responsibility

1.3

Authorized Action

Date From

Date To

Flexfield

Sales Credit Types

Menu Path: Setup > Sales > Credit Types

Credit Type

Description

Quota

Enabled

Flexfield

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1.4

Defaulting Condition Templates

Menu Path: Setup > Rules > Defaulting

Entity

Field Name

Value

Entity

Field Name

Value

Condition Name
Description
Seeded

Group

1.5

Attribute

Validation Operation

Value String

Defaulting Attribute Rules

Menu Path: Setup > Rules > Defaulting

Entity Attribute

Field Name

Value

Entity
Defaulting Sequence
Attribute
Include In Building Defaulting
Conditions

Field Name

Value

Precedence
Defaulting Condition
Enabled
Seeded

Sequence

1.6

Source Type

Default Source/Value

Validation Templates

Menu Path: Setup > Rules > Security > Validation Template

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Field Name

Value

Entity
Template Name
Seeded
Short Name
Description
Validation Type
WorkFlow
API
Table
Validation Semantics
Item Type
Activity
Status
Result
API Package
API Procedure

Column

1.7

Validation Operation

Value String

Record Sets

Menu Path: Setup > Rules > Security > Record Sets

Field Name

Value

Entity
Seeded
Record Set
Short Name
Description
Based On Primary Key?

Column

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1.8

Processing Constraints

Menu Path: Setup > Rules > Security > Processing Constraints

Entity

Value

Field Name
Entity

Value

Field Name
Operation
Attribute
User Action
Applies To
System Changes
User Changes
Enabled
Seeded/System

Group

Scope

Validation Entity

Record Set

Not

Validation Template

Enabled

Seeded/
System

User Message

Responsibility

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1.9

Credit Checking Rules

Menu Path: Setup > Rules > Credit

Value

Field Name
Rule
Date From
Date To
OPTIONS
Credit Check Level
Credit Hold Level
Override Manual Release
Days To Honour Manual Release
Conversion Type
Check Item Categories
Send Hold Notifications
EXPOSURE
User Pre-Calculated Exposure
Include External Credit Exposure
Include Open Receivables Balance
Include Payments At Risk
Open Receivables Days
Include Uninvoiced Order
Include Freight And Special Charges
Include Tax
Include Orders Currently On Hold
Include Returns
Scheduled Shipping Horizon Days
Maximum Days Past Due
[]
Flexfield

1.10 Credit Usage Rules

Menu Path: Setup > Credit > Define Usage Rules

Field Name

Value

Usage Rule Set Name

Global Exposure
Flexfield

Usage Type

Currencies

Exclude

Flexfield

1.11 Credit Profiles

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Menu Path: Setup > Credit > Define Credit Profiles

Field Name

Value

Profile
Credit Profile Type
Enabled
Operating Unit
Item Category
Effective Date From
Effective Date To
Credit
Credit Rating
Tolerance
Next Review Date
Credit Check
Credit Hold

Currency

Order Credit Limit

Overall Credit Limit

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Flexfield

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1.12 System Parameter Definition

Menu Path: Setup > System Parameters > Define

Parameter Code

Name

Description

Seeded

Enabled

Tag

From

Category

Value Set

Open
Orders
Check

1.13 Quick Codes

Menu Path: Setup > Quick Codes > Order Management

Value

Field Name
Type
Meaning/User Name
Application
Description
Access Level
Security Group
View Application

Code

Meaning

Description

To

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Enabled

Flexfield

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1.14 Profile Options

Menu Path: Profiles > System

Profile Option

Level

Level Value

Second Level Value

Value

2 Operating Unit
2.1

System Parameters

Menu Path: Setup > Parameters

Field Name

Value

Operating Unit
Item Validation Organization
Customer Relationships
Audit Trail
Margin Calculation
Enable Freight Rating
Enable Ship Method
Flexfield

2.2

System Parameter Values

Menu Path: Setup > System Parameters > Values

Category

2.3

Parameter

Value

Transaction Types

Menu Path: Setup > Transaction Types > Define

Transaction Type

Field Name

Value

Transaction Type
Description
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Sales Document Type

Date From
Date To
Transaction Type Code
Order Category
Order/Fulfilment Workflow
Negotiation Workflow
Default Transaction Phase
Layout Template
Contract Template
Retain Document Number
MAIN
Document
Agreement Type
Default Return Line Type
Default Order Line Type
Sales Document Type
Agreement Required
Purchase Order Required
Pricing
Price List
Enforce Price List
Minimum Margin Percent
Credit Check Rule
Ordering
Picking/Purchase Release
Packing
Shipping
SHIPPING
Warehouse
Shipping Method
Shipping Priority
Freight Terms
FOB
Shipping Source Type
Demand Class
Scheduling Level
Auto Schedule
Inspection Required
Line Set
Fulfilment Set
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
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Currency
Conversion Type
[]
Flexfield

Flows

Line Type

Item Type

Process Name

Start Date

End Date

Approval Lists

Value

Field Name
List Name
Description
Transaction Phase
Date From
Date To
Flexfield

Sequence

Role

Active

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Flexfield

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2.4

Payment Types

Menu Path: Setup > Orders > Payment Types

Payment Type
Name

Description

Payment Type Code

Receipt Method

Start Date

End Date

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Enabled

Defer

Credit
Check

Flexfield

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2.5

Item Orderability Rules

Menu Path: Setup > Rules > Item Orderability

Value

Field Name
Criteria
Item
Item Category
Enabled
Generally Available

Rule Level

Rule Level Value

Enabled

Flexfield

3 Filter Summary
No Filters Applied

4 User Filter Summary

No Filters Applied

5 Warnings Found
No Warnings Encountered

6 Errors Found
No Errors Encountered

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