Oracle R12 Order Management – Automatic Attachment

Oracle R12 Order Management – Automatic Attachment

Attachment in Oracle R12 Apps:

Attachment is a file, text doc or a web file attached to a particular entity to capture additional information or data that is otherwise not captured through applications.

Enable users to link unstructured data, such as images, word doc, spreadsheets, or text to application data.

Automatic Attachment in Oracle R12 Order Management:
Automatic Attachment in Order Management means, when user creates and Save the Sales Order, System will attach Attachment automatically to Order Header/Lines based on the Rules and Attributes created.

Option 1:

Automatic Attachment will be applied based on the additional rules specified:

User can also set a profile option so that the system will automatically apply the automatic attachment.

Setup Steps:

1. Set the profile option OM: Apply Automatic Attachments to Yes.

2. Define Document Category

3. Define Documents

4. Define Addition Rules

1. Setting up Profile Option:

2. Define Document Category:

Navigation:

India Local Order Management Responsibility > Oracle Order Management > Setup > Orders > Attachments > Documents Categories

Category: Define a Document Category

Default Datatype: Select a Datatype from the list of values.

Effective Dates: Select a start & end date

Click Category Assignments

Select the Type & Name

3. Define Documents:

Navigation:

India Local Order Management Responsibility > Oracle Order Management > Setup > Orders > Attachments > Documents

Category: Select a category from the list of values. It defines the purpose of an attachment and controls which forms or pages can access it.

Title: Define a unique title for the Document

Description: Define a description for the Document

Data Type: Select the attachment from the list of values

Text: Enter text that is less than 2000 characters.

File: Launch the Upload a File window in the browser. Select the Browse button to locate the file in file system or enter the file location in the File field.

Web Page: Cursor advances to the URL field on the Source tab of the window. Enter the URL for the Web page.

4. Define Addition Rules:

Click Addition Rules Button.

Select the Entity from the list of values:

Order Header

Order Line

Quote Header

Quote Line

Supported Attributes for Order Headers are:

Bill To

Customer

Customer PO

Order Category

Order Type

Ship To

Supported Attributes for Order Lines are:

Bill To

Customer

Customer PO

Inventory Item

Line Category

Line Type

Ship To

Ex:

While user creates a sales order for non-specified order type, attachment will not be available.

And when user created a sales order for specified order type, attachment will be automatically available.

Option 2:

To apply an automatic attachment on an order Manually:

In the Sales Orders window, click Actions and select Apply Automatic Attachments from the list of values.