Oracle
Order Management – Defining Document Sequencing
Document
Sequence is
an important concept to generate sequential numbering.
Prerequisites:
Order
Transaction Type definition should be completed.
Setup Steps for defining OM Document
Sequencing:
1. Set
Profile Option
2. Define
Document Sequences
3. Define
Document Categories
4. Assign
Document Sequences
1. Set Profile Option:
Navigation:
System
Administrator Responsibility > Profile > System
Set the
Profile option “Sequential Numbering”
at Site Level.
3 Values
can be set for this Profile Option.
Always Used: You may not enter a document if no
sequence exists for it.
You may always enter a document.
You will be warned, but not prevented from entering a document, when no sequence exists.
You may always enter a document.
You will be warned, but not prevented from entering a document, when no sequence exists.
2. Define Document Sequences:
Navigation:
India
Local Order Management Responsibility > Oracle Order Management > Setup
> Documents > Define
Name: Define a Sequence name.
Application: Select the Application as Order
Management from the LOV.
Effective From & To: Define the effective dates.
Type: Define a value from the dropdown box, there
are three options
Automatic: System will automatic assign the sequence and user cannot enter the document number
Manual: Document sequence number can be entered manually.
Gapless: Some time for audit and legal purposes user need to set the order numbering as Gapless. Here system will prevent user to delete the order where the method is selected as Gapless.
Message: Check the Message check box if a message to be displayed for each document, this check box only applies to sequences with the automatic type of numbering.
Automatic: System will automatic assign the sequence and user cannot enter the document number
Manual: Document sequence number can be entered manually.
Gapless: Some time for audit and legal purposes user need to set the order numbering as Gapless. Here system will prevent user to delete the order where the method is selected as Gapless.
Message: Check the Message check box if a message to be displayed for each document, this check box only applies to sequences with the automatic type of numbering.
Initial Value:
Enter a value for the first document in the sequence. This field only applies
to sequences with automatic or gapless numbering type. Applicable for 8 Digits.
3. Define Document Categories
Navigation:
India Local Order Management Responsibility > Oracle
Order Management > Setup > Documents > Categories
Define categories for the documents in order to divide the
documents into logical groups, which will allow to assign different sequence numbers.
For new order transaction types, a new document category
gets created automatically with same name.
4. Assign Document Sequences
Navigation:
India Local Order Management Responsibility > Oracle
Order Management > Setup > Documents > Assign
Document Tab:
Application: Select the Application as Order
Management from the LOV.
Category: Select
the Order Transaction Type from the LOV.
Ledger: Select
the Primary Ledger from the LOV.
Method: Define
a value from the dropdown box, there are three options,
Manual: If manual way of entering the sales order then this will take effect.
Manual: If manual way of entering the sales order then this will take effect.
Automatic: if interface are used to create
documents, then this numbering will take affects.
Null: If Automatic is selected and there is no need of any external methods.
Null: If Automatic is selected and there is no need of any external methods.
Assignment Tab:
Start Date & End Date: Define the effective dates.
Sequence: Select the Sequence from the LOV,
which is to be assigned to the order type.
Save the work.
Now when a new sales order is created against the
transaction type, the sequence number starts from the number which is defined
in document sequence.
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