Oracle Order Management – Setup Steps:

Oracle Order Management – Setup Steps to be followed during the implementation.

Step #	Setup	Description	Remarks
1	Define Flexifield	Define key and descriptive flexfields to capture additional information about orders and transactions, defined in Oracle Inventory	Prerequisite setup for Order Management.
2	Define Multiple Organization	Define multiple organizations in Oracle Inventory, if multiple organizations.	Optional
3	Define Inventory Organization	Define inventory organizations, parameters, subinventories and picking rules in Oracle Inventory.	Prerequisite setup for Order Management.
4	Define COGS	Set up your Cost of Goods Sold Accounting Flexfield combination (COGS Account) in Oracle Inventory.	Required. If planned to use the COGS Recognition Functionality.
5	Set Profile Options	Define profile options to specify certain implementation parameters, processing options and system options.	Required
5	Define System Parameters	Set Order Management Parameters to validate items, enable customer relationships and operating unit defaults.	Required
6	Define Invoice Transaction Types	Define invoicing information, including payment terms, invoicing and Accounting rules, Autoaccounting parameters, territories and invoice sources.	Required
7	Define Sales Persons	Define information on sales representatives.	Optional
8	Define Tax	Define tax features, such as codes, rates, exceptions and exemptions.	Required
9	Define Quick Codes	Define QuickCodes that provide custom values for many lists of values throughout Order Management.	Required
10	Define Workflow	Define order and line processing flows to meet different order and line type requirements.	Required
11	Define Order Import Sources	Define sources for importing orders into Order Management.	Required
12	Define Unit of Measure	Define the units of measure for supply of items.	Prerequisite setup for Order Management.
13	Define Item Information	Define item information, including item attribute controls, categories and statuses.	Prerequisite setup for Order Management.
14	Define Items	Define the items that are sold, as well as container items.	Prerequisite setup for Order Management.
15	Define Item Cross Reference	Define item cross references for ordering by customer part number or any generic item number.	Required. If planned to use the Cross Reference functionality.
16	Define Pricing	Define price lists for each combination of item and unit of measure.	Required
17	Define Customer Classes	Define customer profile classes.	Required. If planned to use the Customer Profiles functionality.
18	Define Customers	Define customer with information	Required
19	Define Credit Check	Define your credit checking rules.	Required if planned to use any type of order credit checking.
20	Define Credit Hold	Define automatic holds to apply to orders and returns.	Required if planned to use automatic hold for orders or returns.
21	Define Transaction Types	Define Order Management transaction types to classify orders and returns.	Required
22	Define  Document Sequences	Define Document Sequences for automatic or manual numbering of orders.	Required
23	Define Processing Constraints	Define processing constraints to prevent users from adding updating, deleting, splitting lines and cancelling order or return information beyond certain points in the order cycles.	Optional
24	Define Defaulting Rules	Define defaulting rules to determine the source and prioritization for defaulting order information to reduce the time & Manual entry.	Optional
25	Define Attachments	Define standard documents to attach automatically to orders and returns.	Optional
26	Define  Freight Charges and Carriers	Define freight charges and freight carriers to specify on orders.	Required if planned to use charging customers for freight.
27	Define Shipping Parameters	Define shipping parameters in Oracle Shipping Execution.	Required
28	Define Grants & Roles	Define Grants & Roles to users.	Required