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Order Entry/Shipping

Order Entry/Shipping Setup

Order Entry/Shipping provides several features that enable you to set up your system and begin processing order information. You must define business policies, such as how you classify your orders, as well as various control features.

Step 1 Flexfields
Define key and descriptive flexfields to capture additional information about orders and transactions. Flexfields in Order Entry/Shipping.


Step 2 Inventory Organizations
Define inventory organizations (warehouses), organization parameters, subinventories, and picking rules in Oracle Inventory. Overview of Inventory Structure and Defining Picking Rules.

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. 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: Drop-ship Order Flow.

Step 3 Profile Options
Define profile options to specify certain implementation parameters, processing options, and system options. Order Entry/Shipping Profile Options.


Step 4 Invoicing
Define Receivables invoicing information, including payment terms, invoicing and accounting rules, transaction types, AutoAccounting parameters, territories, and invoice sources.

Payment Terms,

Invoices with Rules,

Transaction Types,

AutoAccounting,

Territories, and Invoice Batch Sources.


Step 5 Salespersons
Define information on your sales representatives. Salespersons.


Step 6 Tax
Define tax features, such as codes, rates, exceptions, and exemptions. Overview of Tax.

Step 7 QuickCodes
Define QuickCodes that provide custom values for many lists of values used throughout Order Entry/Shipping. Defining Order Entry/Shipping QuickCodes.

Step 8 Freight Charges and Carriers
Define freight charges and freight carriers to specify on orders. Defining Freight Charges and Defining Freight Carriers.

Step 9 Order Cycles
Define order processing flows to meet different order type requirements. Defining Cycle Actions, Defining Cycle Results, Assigning Cycle Action Results, and Defining Order Cycles.

Step 10 Order Number Sources
Define order number sources for automatic numbering of orders. Defining Order Number Sources.

Step 11 OrderImport Sources
Define sources for importing orders into Order Entry/Shipping. Defining OrderImport Sources.

Step 12 Security Rules
Define security rules to prevent users from adding, updating, deleting, and cancelling order or return information beyond certain points in your order cycles. Use the rules Order Entry/Shipping provides, which prevent data integrity violations, or create your own. Defining Security Rules.

Step 13 Units of Measure
Define the units of measure in which you supply items. Defining Units of Measure.

Step 14 Item Information
Define item information, including item attribute controls, categories, and statuses. Defining Item Attribute Controls, Defining Categories, and Defining Item Status Codes.

Step 15 Items
Define the items that you sell, as well as container items. Overview of Item Setup and Control.

Step 16 Configurations
Define the configurations that you sell. Creating a Bill of Material.

Note: Before you set up configurations, define the OE: Included Item Freeze Method profile option. Oracle Order Entry/Shipping Profile Options.

Step 17 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. Overview of Pricing and Enabling Parameters.

Step 18 Customer Classes
Define customer profile classes. Defining Customer Profile Classes.

Step 19 Customers
Define information on your customers. Entering Customers.

Step 20 Agreements
Define binding or non-binding customer agreements. You can assign pricing, accounting, invoicing, and payment terms to each agreement. Customer Agreements.

Step 21 Standard Value Rule Sets
Define standard value (defaulting) rules for order information to help you enter orders quickly and accurately. Defining Standard Value Rule Sets.

Step 22 Order Types
Define order types to classify orders and returns. For each order type, you can assign a default price list, standard value rule set, approval actions, payment terms, and freight terms. Defining Order Types.

Step 23 Discounts
Define discounts to allow price adjustments based on customer agreements, order types, purchase order numbers, specific products, or specific customers. Before you define discounts, enable your Pricing Attributes descriptive flexfield in the Enable Parameters window. Discounts.

Step 24 Credit Checking
Define your credit checking rules. Automatic Credit Checking of Orders, Defining Credit Check Rules, and Defining Sales Credit Types.

Step 25 Holds
Define automatic holds to apply to orders and returns. Defining Holds.

Step 26 Notes
Define standard documents to attach automatically to orders and returns. Defining Note Categories and Defining Notes in Advance.

Step 27 Shipping Documents
Define groups of shipping documents that print automatically to specified printers when you confirm shipments. Choosing Printers for Shipping Documents and Defining Document Sets.
Step 28 Release Sequence Rules
Define the order in which picking lines are released. Defining Release Sequence Rules.

Step 29 Release Rules
Define and save picking criteria that can be used when running Pick Release. Creating Release Rules.

Step 30 Pick Slip Grouping Rules
Define grouping rules to determine how released picking lines are grouped onto pick slips. Defining Pick Slip Grouping Rules.

Step 31 Container-Load Relationships
Define the relationship between container items and load items to specify which items can be contained within other items. Defining Container-Load Relationships.

Step 32 Shipping Parameters
Define default Shipping parameters. Defining Shipping Parameters.

9 comments:

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Thanks for the steps!

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Sridevi Koduru said...
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Sridevi Koduru said...

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Sridevi Koduru (Senior Oracle Apps Trainer Oracleappstechnical.com)
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