Sunday, January 3, 2016

Oracle Order Management – Adding Customers using the Add Customer Window:

Oracle Order Management – Adding Customers using the Add Customer Window:

Add Customer Window:
Add Customer window can be accessible from the Sales Order Header window is a user interface from Order Management to Oracle Receivables enables user to define customers.
All customer location contacts created within the Add Customer window are created at the customer level only.

Following options are available to created using the Add Customer window:
1. New customer & Person
2. New address for a new customer
3. New customer and associate the customer with an existing Party
4. New Bill To, Ship To and Deliver To Locations (addresses) for an existing customer
5. New Ship To (drop ship) customers and associated addresses
6. New contacts for new or existing customers
7. New customer account sites from previously defined party sites.
8. New account contacts from existing party level contacts
9. E-mail addresses for new and existing customers and customer contacts

Profile Option:
To enable the Add Customer window in the sales order entry form the below profile option is to be set.
OM: Add Customer
This profile option determines which users who can access the Order Management Add Customer window to enter customers, customer addresses, and customer contact information.



Values:
All:
Users can create new customers, customer addresses, and customer contacts.
Address and Contact only:
Users can access the Add Customer window to create both new customer addresses and/or customer contacts for existing customers only.
None:
User cannot create new customers, customer addresses, and customer contacts.

Default value for this profile option is none.

Adding Customers using the Add Customer Window:
Add Customer window contains the following blocks:
Operating Unit
Customer Type
Customer
Customer Address
Customer Contact



To display the Add Customer window, select one of the following options available within the Sales Order Header Window:
1. Using the mouse right click functionality and select Add Customer from the menu list displayed
2. Click Actions and then select Add Customer from the menu list displayed
Click Yes within a decision dialog box, when displayed

Operating Unit
Operating Unit is defaulted from the main Sales Order transaction form, it was launched from (like the Sales Order window or Pricing and Availability window) and Customer information can be create in that Operating Unit.

Customer Type:
Customer can be an Organization or a person, select from the list down option.

Customer:
Define the Customer name, email id, & phone number details.

Customer Address:
Select the Country from the LOV and define the customer address details and enable the Ship To & Bill To site details.

Customer Contact:
Define the Customer contact details



Select the Create button to create the new customer information or the Cancel button to return to the Sales Order Form.

Thursday, December 31, 2015

Oracle R12 Order Management – Profile Options

Oracle R12 Order Management – Profile Options

Below table provide the profile categories and the profile options that belong to each one and purpose of the user profile options which specifies how the Oracle OM controls access to and processes data.

Profile Category: Profile options are categorized so that they can be easily classified or grouped.

Profile Category
Profile Option
Remarks
Configurations
OM: Allow model fulfillment without configuration
If set to 'Yes', then it will allow the model line to be fulfilled without any child lines.
OM: Configuration Quick Save
If set to 'Y', the class lines will be saved by a direct database insert call with a minimum defaulting work. This is done only for unbooked orders created using UI.
OM: Copy Model DFF to child lines
It is used to decide whether to copy additional line DFF from model to child lines.
OM: Included Item Freeze Method
Select whether included items should be frozen at Order Entry Pick Release
OM: Party Totals Currency
The currency for order totals maintained in HZ_PARTIES table
OM: Use Configurator
Set this profile to YES, if you want to use product configurator from OM.
Customer Usage
OM: Add Customer
To Add Customer form from the Sales Order form.
OM: Add Customer (Order Import)
To Add Customer for Order Import
OM: Create Account Information
Permission to create Account Information
OM: E-Mail Required on New Customers
Mandating E-mail on new customers
OM: Party Totals Currency
The currency for order totals maintained in HZ_PARTIES table
OM: Sales Order Form: Restrict Customers
Determines Whether Sales Order Form LOV's During Order Entry Time Will Display Only Customers Who Have Addresses Either In Current Org Or Global
Debug
OM: Debug Log Directory
OM: Debug Log Directory
OM: Debug Level
Debug level to print messages
OM: Generate Diagnostics for Error Activities
To Generate Diagnostics for Error Activities
Deployment
OM: DBI Installation
DBI Installation flag
OM: Orders Purge Per Commit

OM: New EDI Acknowledgment Framework
Use the new framework to generate EDI Acknowledgments.
OM: Printed Document Extension Class Name
Custom defined extension object registered for preview and print of Order Management Business Documents
OM: Use Configurator
Set this profile to YES, if you want to use product configurator from OM.
Electronic Messaging
OM: Change SO Response Required
To determine if the Seller should expect a response to an outbound Change SO XML message
OM: Electronic Message Integration Event Sources
Order Sources enabled for Integration Business Event
OM: New EDI Acknowledgment Framework
Use the new framework to generate EDI Acknowledgments.
OM: Order Accept State for XML
Determines the order Accept status for outbound XML messages
OM: Run Order Import for XML
To run Order Import for XML Message
OM: Send Acknowledgment for Change PO Response
Determines whether an acknowledgment will be sent for the Change PO Response
Forms UI
OM: Add Customer
To Add Customer form from the Sales Order form.
OM: Administer Public Queries
Administer public queries in sales order form
OM: Automatically Open Related Items Window
To Open Related Items Window automatically
OM: Contact Center Actions Menu Name
Name of the Menu for Agent Actions for OM in Contact Center
OM: Cust Item Shows Matches
Select whether to show all matching internal items or to default to highest ranked internal item
OM: Display Actions Button vs. Poplist

OM: Display Current Selections in Pricing/Availability
Hide or Display the Current Selections region in the Pricing and Availability form
OM: Enable Related Items and Manual Substitutions
Set to 'Y', enables the Related Items feature
OM: Item View Method
Select the method to be used in the Order Management Sales Order Form Options Window for item LOV
OM: Quick Sales Order Form: Auto Refresh
Profile to control if Lines are refreshed after save & Line details are displayed without navigating to Line Details
OM: Quick Sales Order Form: Defer Pricing
Defers Pricing to save
OM: Sales Order Form: Cascade Header Changes to Line
Cascade Header Attributes to Lines in Sales Order Form
OM: Sales Order Form: Refresh Method (Query Coordination)
Determines if Refresh happens Automatically or Manually in Sales Order Form & also if the cursor is repositioned to the original line where the cursor was initially.
OM: Sales Order Form: Restrict Customers
Determines Whether Sales Order Form LOV's During Order Entry Time Will Display Only Customers Who Have Addresses Either In Current Org Or Global
OM: Sales Order navigation from Pricing/Availability form
Controls navigation to the Sales Order form
OM: Sales Orders Form preference
Determines if the Quick Sales Order Form or the Standard Sales Order Form is opened from other applications
OM: Scheduling Role
Scheduling Role
OM: Show Line Details
Show Line Details in Sales Order Form
OM: Show Process Messages Flag
Enable Visibility to Process Messages
OM: Use Configurator
Set this profile to YES, if you want to use product configurator from OM.
OM: View Cancel Lines
Determines If Sales Order Form Displays Cancel Lines In Line Items Tab By Default.
OM: View Closed Lines
Determines If Sales Order Form Displays Closed Lines In Line Items Tab By Default.
OM: View Pricing & Availability Information in Related Items
View Pricing & Availability Information in Related Items
Fulfillment
OM: Allow model fulfillment without configuration
If set to 'Yes', then it will allow the model line to be fulfilled without any child lines.
OM: Included Item Freeze Method
Select whether included items should be frozen at Order Entry Pick Release
OM: Over Return Tolerance
% Over Return Tolerance
OM: Over Shipment Tolerance
% Over Shipment Tolerance
OM: Population Of Buyer Code For Dropship Lines
Used to decide whether we populate the buyer information
OM: Source Code
Enter the Source Code that Oracle Order Management passes in Interface Tables and during on-line interface to other Oracle Financial and Manufacturing products.
OM: Under Return Tolerance
% Under Return Tolerance
OM: Under Shipment Tolerance
% Under Shipment Tolerance
OM: Automatically Interface Lines to IB on Fulfillment
Decides whether order lines should be automatically interfaced to Oracle Install Base
Holds
OM: Modify Seeded Holds
Allow modification of seeded Holds
OM: Prevent Booking for Line Generic Holds
Prevent booking when the line is on generic hold
Invoicing
OM: Interface freight tax classification code from line
This profile determines whether freight tax classification code should be interfaced from sales order line when freight is interfaced as revenue line to AR
OM: Invoice Numbering Method
Determines whether invoices numbers are automatically generated or are mapped to the delivery name
OM: Set Receivables Transaction Date as Current Date for Non-Shippable Lines
If set to 'Yes', Receivables Transaction Date will be the Current Date for non-shippable lines
OM: View Intercompany AR Invoice
Set to Yes, if you want to view Intercompany AR invoice in SO>Action>View Additional Info
Item Usage
OM: Enable Related Items and Manual Substitutions
Set to 'Y', enables the Related Items feature
OM: Item Flexfield
Select the Oracle Inventory Item Flexfield
OM: Restrict Customer Items for Line Level Ship To Address
Display Customer Items pertaining to Line Level Ship To Address
Logistics
OM: Sequence for TP Ship/Deliver Deadline
Sequence for TP Ship/Deliver Deadline
OM: Source for TP Early Ship/Deliver Date
Source for TP Early Ship/Deliver Date
Order Import
OM: Add Customer (Order Import)
Add Customer for Order Import
OM: Import Multiple Shipments
To import multiple shipments via Order Import
OM: Unique Order Source, Orig Sys Document Ref Combination For Each Customer
Should customer information be included in the order import key
Payments
OM: Commitment Sequencing
To choose the Commitment functionality w/o Promised Amount
OM: Credit Card Privileges
Privileges to control the Credit Card related information and processing
OM: Preserve External Credit Balances
If this is set to 'Y' ,external exposure data is not deleted during Initialize credit summaries concurrent program
Portal UI
OM: Customer Service Feedback

OM: Customer Service Report Defect

OM: Records On Summary Page For External Users
Based on this profile option, user can set if they want default records for external customers or not.
Pricing
OM: Charges For Backorders

OM: Charges for included item

OM: Charging Privilege
Used in deciding access to Charges Form.
OM: Discounting Privileges

OM: Enable Group pricing for DSP lines
Indicates whether group pricing is honoured for lines from RLM Demand Interface
OM: Item Change Honors Frozen Price
Profile for Checking Item change for pricing
OM: List Price Override Privilege
List price override privilege
OM: Negative Pricing
Defines if Negative Price is allowed during Order Entry
OM: Promotion Limit Violation Action
Select NO HOLD for No holds to be applied or HOLD to place holds where violated (line OR order) or ORDER HOLD to place order on hold when any violation occurs
OM: Send Changed Lines to Pricing
Profile to decide if only changed lines need to be priced
OM: Unit Price Precision Type

OM: UOM Class for Charge Periodicity

OM: Price Adjustment Modifier for AIA Order Lines
Price Adjustment Modifier for AIA Order Lines
Returns
OM: Customer Service Feedback

OM: Customer Service Report Defect

OM: Over Return Tolerance
% Over Return Tolerance
OM: Notification Approver
Role to approve notifications
OM: Return Item Mismatch Action
For Returns to change returned item
OM: Return Unfulfilled Referenced Line Action
Controls system behaviour when returning unfulfilled lines
OM: Under Return Tolerance
% Under Return Tolerance
Scheduling
OM: Assign New Set For Each Line
Each line will be placed in a new set, when header level line set preference is set.
OM: Authorized To Override ATP
Authorized to override ATP date.
OM: Auto Push Group Date
Setting of this profile will decide whether to push the set based on scheduling results
OM: AutoSchedule
Decides whether the order line should by automatically scheduled or not.
OM: Enforce Shipping Method for Ship Sets
Enforce Shipping Method for Ship Sets
OM: Schedule ATO Item Without BOM

OM: Scheduling Role
Scheduling Role
Security
OM: Add Customer
To Add Customer form from the Sales Order form.
OM: Add Customer (Order Import)
Add Customer for Order Import
OM: Administer Public Queries
Administer public queries in sales order form
OM: Authorized To Override ATP
Authorized to override ATP date.
OM: Cascade Service
If set to "No", services will not be automatically cascaded from model to its options.
OM: Charging Privilege
Used in deciding access to Charges Form.
OM: Create Account Information
Permission to create Account Information
OM: Credit Card Privileges
Privileges to control the Credit Card related information and processing
OM: Discounting Privileges

OM: List Price Override Privilege
List price override privilege
OM: Modify Seeded Holds
Allow modification of seeded Holds
OM: Scheduling Role
Scheduling Role
OM: Authorized To Override ATP
Authorized to override ATP date.
Service
OM: Cascade Service
If set to "No", services will not be automatically cascaded from model to its options.
Transaction Entry
OM: Apply Automatic Attachments
If 'Y', then evaluate attachment addition rules and add attachments automatically when saving the sales order or lines.
OM: Cascade Service
If set to "No", services will not be automatically cascaded from model to its options.
OM: Configuration Quick Save
If set to 'Y', the class lines will be saved by a direct database insert call with a minimum defaulting work. This is done only for unbooked orders created using UI.
OM: Copy Model dff to child lines
Used to decide whether to copy additional line DFF from model to child lines.
OM: Default Sales Agreement Type
Profile to default order type to generate sales agreement number.
OM: Default Sales Transaction Phase
Use in OM defaulting rules to default transaction phase (Negotiation/Fulfillment) on sales orders.
OM: Default Salesrep
person id of the salesrep who should get the salescredit
OM: Display New Order After Copy
Display new order after copy
OM:Enforce Check For Duplicate Purchase Order
Enforce Check For Duplicate Purchase Order
OM: Generic Update Constraints Apply to DFF?
Controls whether generic update constraints that apply to all other fields are checked when descriptive flex attributes are updated.
OM: Prevent Booking for Line Generic Holds
Prevent booking when the line is on generic hold
OM: Return Item Mismatch Action
For Returns to change returned item
OM: Return Unfulfilled Referenced Line Action
Controls system behaviour when returning unfulfilled lines
Upgrade
OM: Context Responsibility for Upgraded Orders
This Responsibility will be used to set applications context for deferred activities on upgraded Orders and Lines.
OM: Notification Approver
Role to approve notifications