BR100 Order Management Setup

AIM
BR.100A OM ORDER
MANAGEMENT APPLICATION
SETUP
Order Management
Author:
<Author>
Creation Date:
October 8, 2007
Last Updated:
November 2, 2006
Document Ref:
<Document Reference Number>
Version:
REV 3.0
Approvals:
<Approver 1>
<Approver 2>
BR.100A om Order Management Application Setup

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Doc Ref: <Document Reference Number>
Document Control
Change Record
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Date
Author
Version
Change Reference
Reviewers
Name
Position
Distribution
Copy
No.
Name
Location
1
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Library Master
Project Library
Project Manager
Note To Holders:
File Ref: 329039089.doc (v. Error: Reference source not found )
OM: Define Parameters
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Contents
Document Control.......................................................................................ii
Application Set Up Control Sheet Order Management..............................1
OM: Define Key and Descriptive Flexfields.................................................4
INV: Define Inventory Organizations..........................................................9
OM: Define Profile Options.......................................................................10
AR: Define Invoicing.................................................................................11
AR: Define Salespersons..........................................................................12
OM: Define Parameters............................................................................13
OM: Define Tax Features..........................................................................14
OM: Define Quickcodes............................................................................15
AR: Define Quickcodes.............................................................................16
OM: Define Order Processing Workflow....................................................18
OM: Define Document Sequences...........................................................19
OM: Define Order Import Sources............................................................21
OM: Define Validation Templates.............................................................23
OM: Define Record Sets...........................................................................26
OM: Define Processing Constraints..........................................................28
INV: Define Units of Measure....................................................................29
INV: Define Item Information....................................................................30
INV: Define Items.....................................................................................31
BOM: Define Configurations.....................................................................33
QP: Define Pricing....................................................................................34
AR: Define Customer Profile Classes........................................................35
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OM: Define Customers.............................................................................36

OM: Define Customer Contracts...............................................................37
OM: Define Defaulting Rules....................................................................38
OM: Define Transaction Types..................................................................39
OM: Define Discounts...............................................................................40
OM: Define Credit Checking.....................................................................41
OM: Define Holds.....................................................................................42
OM: Define Attachments..........................................................................43
Open and Closed Issues for this Deliverable.............................................46
Open Issues......................................................................................... 46
Closed Issues.......................................................................................46

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Doc Ref:
Application Set Up Control Sheet Order Management

Environment Name:
Workflow
SubWorkflow
Name
Machine:
Setup Task
OM: Define Key and Descriptive

Flexfields
Responsibility
Inventory (Steve P)
Inma (contact)
*OM: Define Profile Options
OE,OM
Janet, Terry
AR: Define Salespersons
*OM: Define Quickcodes
OE, OM, SE
Janet, Terry, Srini
OM: Define Freight Charges and

Freight Carriers
Shipping Execution
(Srini)
Belinda (contact)
OM: Define Order Import Sources

OM: Validation Templates
OM: Define Record Sets
File Ref: 329039089.doc
(v. )
QA Due Date
Signature Approval
OM (Janet/Liping)
GTT (Mark Tobias, Jim
Hazley)
OM: Define Document Sequences

(Order Numbering)
QA Responsibility
Invoicing (Kumar)
OM: Define Tax Features
OM: Define Order Processing

Workflow
Due Date
Order Entry (Janet,

Liping)
INV: Define Inventory Organizations
AR: Define Invoicing
Type (definition, execution, or

both):
OE (Janet, Corrie)
OE (Janet, Liping/Inma)
OE (Janet, Rick)
OM (Terry, Corrie)
OM (Terry, Corrie)
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Doc Ref:
Workflow
SubWorkflow
Name
Setup Task
OM: Define Processing Constraints
Responsibility
Inventory (Steve P)
Belinda (contact)
INV: Define Item Information
Inventory (Steve P)
Belinda (contact)
INV: Define Items
Inventory (Steve P)
Belinda (contact)
QP: Define Pricing
AR: Define Customer Profile Classes

OM: Define Customers
OM: Define Customer Contracts
OM: Define Defaulting Rules
OM: Define Transaction Types
OM: Define Discounts
OM: Define Credit Checking Rules
OM: Define Holds
Signature Approval
Receivables (Dureen)
Receivables (Dureen)
Corrie & Mitsuhiro
(contacts)
Contracts (Paula,
Graham)
OM (Terry, Corrie)
OM (Janet, Corrie/Inma)
Pricing (Paula, Belinda)
Receivables (Mark Brill)
Mitsuhiro (contact)
OM (Terry, Nancy/Inma)
OM (Terry,
Nancy/Massimo/Inma)
OM: Define Shipping Documents
SE (Srini)
Nancy (contact)
OM: Define Release Sequence Rules
SE (Srini)
Nancy (contact)
OM: Define Release Rules
SE (Srini)
Nancy (contact)
(v. )
QA Due Date
Inventory, BOM (Steve

P)
Belinda (contact)
Pricing (Paula, Belinda)
Refer to pricing setup
doc
OM: Define Attachments
QA Responsibility
OM (Massimo, Vincent)
INV: Define Units of Measure
BOM: Define Configurations
Due Date
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Doc Ref:
Workflow
SubWorkflow
Name
Setup Task
OM: Define Pick Slip Grouping Rules

OM: Define Container-Load
Relationships
OM: Define Shipping Parameters
(v. )
Responsibility
Due Date
QA Responsibility
QA Due Date
Signature Approval
SE (Srini)
Nancy (contact)
SE (Srini)
Nancy (contact)
SE (Srini)
Nancy (contact)
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Doc Ref:
OM: Define Key and Descriptive Flexfields

Setup>Financials>Flexfields>Descriptive>Segments
Segments
F orm
Na m
e
F orm
Na m
e
Business Area:
<Customer Short Name> Process:

<Process Name>
Control Number:
Date:
<Business Area>
<Date>
Priority(H, M, L):
<Control Number>
Process Owner:
<Priority (H, M, L)>
<Process Owner>
Description: Use this form to define key and descriptive flexfields to capture additional information about orders and transactions.
Flexfield Name
Key Name
Descriptive Name
For Order Capture, Order Management and Order

Type standard and extended DFF setup information
use this link:
Order Type
Transaction Type
Table Name
Variable Values
BR100 Order Management Application Setup Descriptive Flex Field
OM Descriptive Flex Field Setup Values: Content ID

021109
Security Rules for Flexfields
BUSINESS
ENTITY
DFF Title
Customer
(v. )
ORACLE TABLE NAME
CONTEXT COLUMN
NAME
ATTRIBUTE COLUMN
NAME
HZ_CUST_ACCOUNTS_ALL
ATTRIBUTE_CATEGORY
ATTRIBUTE1
ATTRIBUTE2
ATTRIBUTE3
ATTRIBUTE4
ATTRIBUTE5
ATTRIBUTE6
OWNER
PROPOSED USE
Kumar
Kumar
Kumar
Kumar
Credit Last Review

Credit Next Review
Credit Review Cycle
Customer Name: Local Lang
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Doc Ref:
ATTRIBUTE7
Srinivas
Validity date for customer

screening
ATTRIBUTE8
ATTRIBUTE9
ATTRIBUTE10
ATTRIBUTE11
ATTRIBUTE12
ATTRIBUTE13
ATTRIBUTE14
ATTRIBUTE15
ATTRIBUTE16
ATTRIBUTE17
ATTRIBUTE18
ATTRIBUTE19
ATTRIBUTE20
Customer Site
HZ_CUST_ACCT_SITES_ALL
ATTRIBUTE_CATEGORY
ATTRIBUTE1
Kumar
Address Line1 : Local Lang
ATTRIBUTE2
ATTRIBUTE3
ATTRIBUTE4
ATTRIBUTE5
ATTRIBUTE6
ATTRIBUTE7
ATTRIBUTE8
ATTRIBUTE9
ATTRIBUTE10
Kumar
Kumar
Kumar
Kumar
Kumar
Kumar
Kumar
Kumar
Dureen
ATTRIBUTE11
Srinivas

Address City: Local Lang
Address State : Local Lang
Address Zip : Local Lang
Address Province: Local Lan
Address County : Local Lang
Invoice suppression flag to
indicate whether/how to print
invoice.
Indicator for RPL check
performed. Contains date an
user logon name
ATTRIBUTE12
ATTRIBUTE13
ATTRIBUTE14
ATTRIBUTE15
ATTRIBUTE16
ATTRIBUTE17
ATTRIBUTE18
(v. )
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Doc Ref:
ATTRIBUTE19
ATTRIBUTE20
Item
MTL_SYSTEM_ITEMS_B
ATTRIBUTE_CATEGORY
ATTRIBUTE1
Dureen
Bundling indicator for custom

facing documents.
Mitch
Demyanek
Capture customer id for VMI

subs; need to establish link w
subinv and customer. VMI o
make segement not required
everyone else
ATTRIBUTE2
ATTRIBUTE3
ATTRIBUTE4
ATTRIBUTE5
ATTRIBUTE6
ATTRIBUTE7
ATTRIBUTE8
ATTRIBUTE9
ATTRIBUTE10
ATTRIBUTE11
ATTRIBUTE12
ATTRIBUTE13
ATTRIBUTE14
ATTRIBUTE15
Subinventorie Subinventorie MTL_SECONDARY_INVENTORIE CONTEXT
s
s
S
ATTRIBUTE1
ATTRIBUTE2
ATTRIBUTE3
ATTRIBUTE4
ATTRIBUTE5
ATTRIBUTE6
ATTRIBUTE7
ATTRIBUTE8
ATTRIBUTE9
ATTRIBUTE10
ATTRIBUTE11
ATTRIBUTE12
ATTRIBUTE13
ATTRIBUTE14
ATTRIBUTE15
(v. )
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Doc Ref:
Item/Subinve Item
MTL_ITEM_SUB_INVENTORIES
ntories
Subinventorie
s
CONTEXT
ATTRIBUTE1
Mitch
Demyanek
VMI Min-Max Planning Varia
ATTRIBUTE2
Mitch
Demyanek
Mitch
Demyanek
Mitch
Demyanek
Mitch
Demyanek
Mitch
Demyanek
Mitch
Demyanek
ATTRIBUTE3
ATTRIBUTE4
ATTRIBUTE5
ATTRIBUTE6
ATTRIBUTE7
ATTRIBUTE8
ATTRIBUTE9
ATTRIBUTE10
ATTRIBUTE11
ATTRIBUTE12
ATTRIBUTE13
ATTRIBUTE14
ATTRIBUTE15
Business
Entity
Salesreps /
Resources
DFF Title
Employee CRM Specific Resources Additional
Number
Information
JTF_RS_DEFRESOURCES_VL
(v. )
ATTRIBUTE1
Janet Barker Add Employee number on th

Resource table
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Doc Ref:
(v. )
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Doc Ref:
INV: Define Inventory Organizations

Setup>Change Organizations
Form
Name
Organizations

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
Date:
<Business Area>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define inventory organizations (warehouses), organization parameters, subinventories, and picking rules
in Oracle Inventory.
Organization Name
Warehouse Name
(v. )
Warehouse Number
Internal - Eternal
Subinventory
Picking Rules
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Doc Ref:
OM: Define Profile Options

Setup>Profile Options>Various
Form
Name
Profile Options
Process:
Business Area:
Order Management
Control Number:
Order Management
Priority(H, M, L):
<Control Number>
Date:
1Nov06
Process Owner:
Vincent Lott
Description: Use this form to define profile options to specify certain implementation parameters, processing options, and system
options.
System Administrator Profile Control

Profiles which are viewed only
Profiles to be updated by responsibility name
Profile security for changeable options
For Order Capture and Order Management Profile
Options click the following links:
OM Application and Site Profile Values Content ID#
021091
OM Responsibility Profile Values Content ID#
021092
OM XXAT Site Profile Values Content ID# 021268
OC Application and Site Profile Values Content ID#
021096
OC Responsibility Profile Values Content ID#
021097
BR100 Order Management Application Setup - OM Application and Site

Profile Values
BR100 Order Management Application Setup - OM Responsibility Profile
Values (Required Changes Only)
BR100 Order Management Application Setup XXAT Site Profile Values
BR100 Order Management Application Setup - OC Application and Site
Profile Values
BR100 Order Management Application Setup - OC Responsibility Profile
Values (Required Changes Only)
(
(v. )
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Doc Ref:
AR: Define Invoicing

Setup>Transactions Types>Define
Form
Name
Transaction Types

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Business Area>
Date:
<Date>
Process Owner:
<Control Number>
Description: Use this form to define invoicing information, including payment terms, invoicing and accounting rules,
AutoAccounting parameters, territories and invoice
(v. )
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Doc Ref:
AR: Define Salespersons

Setup>Sales>Salespersons
Form
Name
Salespersons

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define information on your sales representatives.
Last Name
First Name
Employee Number
Manager
Sales
Customer/Group
Sales Territory
Sales Region
NOTE: Salesperson data migration

The salespersons are going to be migrated into the Oracle system. After each salesperson has been added as an employee (which is
happening in another migration effort), each salesperson will be imported as a resource within their home operating unit by referencing
them as an employee. Within this process additional data will be added such as salesrep code, sales quota type, etc. If a salesperson
has more than one salesrep code, only one of the salesrep codes can be setup with them referenced as an employee. The other salesrep
code will have to be setup with a resource type of "Oter" istead of Employee. The initial load of this information will be loaded in a
migration effort. Additional changes, updates, deletions will be done manually.
If a salesperson needs to be utilized in a different operating unit, they need to be setup manually as the need arises.
(v. )
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Doc Ref:

Setup>Parameters
Form
Name
Parameters

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
Date:
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define parameters values.

NOTE: All Parameters not listed here should be set to NULL
Parameter
Value
Audit Trail
Enable when Order is Booked
Customer Relationships
Related Customer
Item Validation Organization
Item Master (IM1)
Margin Calculation
Do not calculate
Operating Unit
NNN-OU-#### (OU w/ 4 digit number e.g.

USO-OU-8323)
(v. )
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Doc Ref:
OM: Define Tax Features

Setup>Tax>Codes
Form
Name
Tax Codes

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
Date:
<Business Area>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define tax features, such as codes, rates, exceptions, and exemptions.
Tax Point
Codes
Tax Rate
Tax Exemptions
Tax Groups
Tax Locations
Tax Method Options
GL Tax
Assignments
Non-Taxable Transaction Types

Tax Security - Alow Overrides
(v. )
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Doc Ref:
OM: Define Quickcodes

Setup>QuickCodes
Form
Name
Lookups

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
<Business Area>
Date:
02NOV06
Process Owner:
Vincent Lott
Kevin Kelly
Description: Use this form to define Quickcodes that provide custom values for many lists of values throughout Order Management.
For Order Management Quick Code setup values

click the following link for the Knowledge Portal
OM Quick Codes - Document ID# 021093
OC Quick Codes Document ID# 021105
(v. )
OM Quick Codes
OC Quick Codes
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Doc Ref:
AR: Define Quickcodes

Setup>QuickCodes
Form
Name
Lookups

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
<Business Area>
Date:
02NOV06
Process Owner:
Vincent Lott
Patricia Black
Description: Use this form to define Quickcodes that provide custom values for many lists of values throughout AR.
For Order Management Quick Code setup values

AR Quick Codes
AR Quick Codes - Document ID# 022248
(v. )
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Doc Ref:
(v. )
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Doc Ref:
OM: Define Order Processing Workflow

Workflow
Form
Name
Define Setup

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define order processing flows to meet different order type requirements.
Item Type
Display name
Item Attribute
Function
Activity
Sub-Process
Concurrent
Program
Error Handling for Expected Errors

Error Handling for Unexpected Errors
Deferred Processes
(v. )
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Doc Ref:
OM: Define Document Sequences

Setup>Documents>Categories
Form
Name
Document Sequences

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
20NOV06
Process Owner:
Vincent Lott
Description: Use this form to define Document Sequences for automatic numbering of orders.
Name
Application
Effective From
External
Oracle Order
Management
Oracle Order
Management
Oracle Order
Management
Oracle Order
Management
Oracle Order
Management
Internal
Agreements
Service Orders
Trade Parts
Effective To
Sequence Type
Start Number
1/1/1950
Automatic
1000000
1/1/1950
Automatic
1000
1/1/1950
Automatic
750000000
1/1/1950
Automatic
500000000
1/1/1950
Automatic
300000000
Profile Option
Application
Category
Set of Books
Method
Start Date
Sequence
Oracle Order
Management
OU-### Internal
Order
NN PR - ###
Null
01-Jan-1950
Internal
Oracle Order
Management
Oracle Order
Management
OU-### Internal
Configuration
OU-### Interim
NN PR - ###
Null
01-Jan-1950
External
NN PR - ###
Null
01-Jan-1950
External
Oracle Order
Management
Oracle Order
OU-### Contract
Mfg.
OU-### Agreements
NN PR - ###
Null
01-Jan-1950
External
NN PR - ###
Null
01-Jan-1950
Agreements
(v. )
NN=First two letters in OU

### = First three numbers
in OU
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Doc Ref:
Application
Management
Oracle Order
Management
Oracle Order
Management
Oracle Order
Management
Oracle Order
Management
Oracle Order
Management
Category
Set of Books
Method
Start Date
Sequence
OU-### Donation
NN PR - ###
Null
01-Jan-1950
External
OU-### Quota-Credit
STAT
OU-### Service
Order
OU-### Trade
NN PR - ###
Null
01-Jan-1950
External
NN PR - ###
Null
01-Jan-1950
Service Orders
NN PR - ###
Null
01-Jan-1950
External
OU-### Trade Parts
NN PR - ###
Null
01-Jan-1950
Trade Parts
(v. )
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Doc Ref:
OM: Define Order Import Sources

Setup>Orders>Import Sources
Form
Name
Order Import Sources

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
<Business Area>
Date:
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define sources for importing orders into Order Management.
Import Source Name
Description
AHL
Automotive
CRM Apps
Contract Renewal
Copy
EDI
Field Service Report
Order Source for Advanced Service Online

Service
Order source is any of the CRM applications
Order created to renew contracts
Copy
EDI
Field Service report for charging parts, labor and expenses from the
field
Order source for iSupport
IOTRAX
Order source for iStore account user
Order created by iStore one click
Order source for iStore walk in customer
Web
For Orders created Online
Order source for Order Capture quoting module
Partners Relationship Management
Order Source for Pricing/Availability
Order Source for Retrobilling
SPG Orders
SPG Quotes from CHIPS
IBU
IOTRAX
IStore Account
IStore Oneclick
IStore Walkin
Internal
Online
Order Capture Quotes
POL
Pricing and Availability
Retrobill
SPG
SPGQUOTE
Enabled Y/N
(v. )
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Doc Ref:
Import Source Name
Description
Sales and Marketing Collateral

Sales and Marketing Quote
Service
Service Billing
Service Request
Siebel Defective Returns
Siebel Service Agreements
Siebel Service Orders
TeleSales Order
TeleService Order
Telesales Collateral
Trade Management
WWOMS
Web
XML
(v. )
Enabled Y/N
Sales and Marketing Collateral

Sales and Marketing Quote
Service
Service Billing
Service Request
Siebel Defective Returns
Siebel Service Agreements
Siebel Service Orders
Order Source for TeleSales
Order Source for TeleService
Order source f or telesales
Order Source for Trade Management
WWOMS
Web
Order Source for XML Messages
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Doc Ref:
OM: Define Validation Templates

Setup>Rules>Security>Validation Template
Form
Name
Validation Templates

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
Date:
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define validation templates to create your own validation conditions in processing constraints.
Description
All orders excluding EDI and SSD
Group
200
Attribute
Order Source
Validation operation
Not Equals
Value sting
EDI
200
Order Source
Not equals
SPG
Order is in Negotiation Phase
Transaction Phase
Equals
Negotiation
Payment Type = 'Credit Card"
Payment Type
Equals
Credit Card, Purchase Card
101
102
103
104
105
106
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Equals
Equals
Equals
Equals
Equals
Equals
107
108
109
110
111
112
113
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Equals
Equals
Equals
Equals
Equals
Equals
Equals
ATS-001 Trade Parts

AUS-351 Trade Parts
BES-011 Trade Parts
BRS-721 Trade Parts
CAS-731 Trade Parts
CHS-241 Trade Parts
CHS-242 Trade Parts
Order Type like 'Trade Parts'
(v. )
CNS-361 Trade Parts

DES-065 Trade Parts
DKS-021 Trade Parts
ESS-211 Trade Parts
FIS-031 Trade Parts
FRS-041 Trade Parts
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Doc Ref:
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
Description
Group
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Order Type
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
Equals
GBS-261 Trade Parts

HKS-391 Trade Parts
IES-091 Trade Parts
ILS-121 Trade Parts
INS-411 Trade Parts
ITS-131 Trade Parts
JPS-441 Trade Parts
JPS-442 Trade Parts
KRS-471 Trade Parts
MXS-751 Trade Parts
MYS-501 Trade Parts
NLS-161 Trade Parts
PHS-531 Trade Parts
RUS-201 Trade Parts
NZS-521 Trade Parts
SES-231 Trade Parts
SGS-541 Trade Parts
THS-591 Trade Parts
TWS-571 Trade Parts
USO-821 Trade Parts
USS-823 Trade Parts
Attribute
Validation operation
Value sting
Order Line is in Negotiation Phase
Transaction Phase
Regular Line
Line Category
equals
Order
Return Line
Line Category
equals
Return
Warehouse
Warehouse
Warehouse
equals
equals
equals
K02
K03
k04
Item Type
equals
SPO Organization
10
20
30
Service Line
(v. )
#NAME?
Negotiation
Service
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Doc Ref:
(v. )
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Doc Ref:
OM: Define Record Sets

Setup>Rules>Security>Record Sets
Form
Name
Record Sets

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
Date:
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define record sets to create and maintain record set definitions for processing constraints.
Entity
Blanket Header
Blanket Line
Line Payment
Line Payment
Line Price
Adjustment
Line Price
Adjustment
Line Sales Credit
Line Sales Credit
Order Header
Order Line
Order Line
Order Line
Order Line
Order Line
Order Payment
Order Payment
Order Price
Adjustment
Order Price
Adjustment
System
Defined
Record Set
Short Name
BLKTHDR
BLKTLIN
LINPMTS
LINPMT
Payment for one order line

Line Payment
Blanket Header
Blanket Line
Line
Line Payment
Line Price
Adjustment
LINEADJ
Line Price Adjustment
*
*
*
*
*
*
*
*
*
*
*
Order Line
Line Sales Credit
Order Line
Order
ATO Configuration
Configuration
Line
Order
Ship Set
Order
Order Payment
LINADJS
LSCRDIT
LINSCRS
ORDER
ATOCON
CONFIG
LINE
ORDLINS
SHIPSET
ORDPMTS
ORDPMT
Price Adjustments for one order line
Order
Order Price
Adjustment
HDRADJS
Sales Credits for one order line

Order Header
ATO Configuration
Line Configuration
Order Line
All lines for one order
Ship Set
Payment for one order header
Order Payment
Price Adjustments for one order
header
HDRADJ
Order Price Adjustment
*
*
*
*
(v. )
Description
Primary Key
Column
Names
*
*
*
*
*
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Doc Ref:
Entity
Order Sales Credit

Order Sales Credit
System
Defined
*
*
(v. )
Record Set
Short Name
Description
Order
Order Sales Credit
HDRSCRS
HSCRDIT
Sales Credit for one order header
Primary Key
Column
Names
13 of 51
Doc Ref:
OM: Define Processing Constraints

Setup>Rules>Security>Processing Constraints
Form
Name
Processing Constraints
Process: Order Management
Business Area:
Order Management
Control Number:
Priority(H, M, L):
<Control Number>
Date:
22May01
Process Owner:
Massimo Delucia
Vincent Lott
Description: Use this form to define processing constraints to prevent users from adding, updating, deleting, splitting lines, and
canceling order or return information beyond certain points in your order cycle.
For Order Management Processing Constraint setup
values, click the following link to access the
Knowledge Portal documents:
BR100 Order Management Application Setup Processing Constraints
OM Processing Constraints - Document ID# 021537
(v. )
13 of 51
Doc Ref:
INV: Define Units of Measure

Setup>UOM>Units
Form
Name
Units

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
Date:
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define the units of measure in which you supply items.
Item Number
Item Description
Primary Unit of Measure
Unit Conversions
Classes Conversions
Number of Decimal Points for Conversion for Order

Entry
Number of Decimal Points for Conversion for
Shipping
Number of Decimal Points for Conversion for
Receiving
(v. )
13 of 51
Doc Ref:
INV: Define Item Information

Items>Item Information
Form
Name
Attributes

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
<Business Area>
Date:
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define item information, including item attribute controls, categories, and statuses.
Inventory Item Attribute
(v. )
Application Used
Item Validation Organization
13 of 51
Doc Ref:
INV: Define Items

Items>Organizations>Master Items
Form
Name
Master Items

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define the items that you sell, as well as container items.
Item
Number
Item Description
Assemble to Order
BOM Item
Type
Invoicable Item
Invoicing Rule
Primary Unit of
Measure
RMA Inspection
Status
ATP
Components
ATP Rule
Check ATP
COGS Account
(v. )
Customer Ordered
Item
Default Shipping
Organization
Invoice
Enabled
Ship Model
Complete
Tax Code
Accounting Code
Picking Rule
Lot Control
OM Transactable
13 of 51
Doc Ref:
Reservation
Control
Stockable
Returnable Item
Sub-Inventory
Restrictions
Revision Control
Inventory
Transactable
Sales Account
BOM Allowed
Shippable
Serial Number
Stock Locator
Internal Ordered
Item
Internal Orders
Enabled
Inventory Item
Bill of Material Item Attributes

Basis
Check ATP
Mutually Exclusive
Include on Shipping Documents
Required for Revenue
Required to Ship
(v. )
13 of 51
Doc Ref:
BOM: Define Configurations

Setup>Items>Configurator
Form
Name
Configurator

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Attention: Configurator will require you define either a selfcontained or integrated mode during the setup process.
Description: Use this form to define the configurations that you sell.
Model
Product
Components
Feature
Option
Total
Resource
BOM Model
BOM Option Class
BOM Standard Item
Configuration Defining Rules
PTO / ATO Components
(v. )
13 of 51
Doc Ref:
QP: Define Pricing

Pricing>Price Lists Setup
Form
Name
Price List

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define price lists for each combination of item and unit of measure the you sell. Optionally, you can
define pricing rules and parameters to add flexibility.
Price List
Name
Product
Context
Description
Product
Attribute
(v. )
Currency
Product
Value
UOM
Effective Dates
Application
Method
Operand &
Formula
Default Freight
Terms
Effectively
Dates
Round To
Line
Type
Default Payment Terms
Modifier
Level
Precedence
Value
13 of 51
Doc Ref:
AR: Define Customer Profile Classes

Setup>Customers>Profile Classes
Form
Name
Profile Classes

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
Date:
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define customer profile classes.
Order Credit Limit
Credit Limit Value
(v. )
Currency
Credit Check Y/N
Tolerance %
Customer Profile Class
13 of 51
Doc Ref:
OM: Define Customers

Customers>Standard
Form
Name
Customer

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define information on your customers.
Customer
Number
Customer Name
Price List
Bill-To Number
Currency
Address
Payment Terms
Customer Contact
Salesperson
Customer Credit Limit
Default Warehouse
Customer Defined and Validated in AR

Customer Profiles Defined
Customer Shipping Preferences Defined
(v. )
13 of 51
Doc Ref:
OM: Define Customer Contracts

Pricing>Agreements
Form
Name
Agreements

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define binding or non-binding customer contracts.
Agreement
Name
Agreement Number
Customer
Agreement Type
Effective Dates
Contact
Salesperson
Price List
Currency
Rounding Factor
Default Freight
Carrier
Freight Terms
Bill-To
Bill-To Address
Invoice Rule
Override Y/N
Customer Item
Address
Address Category
Product value
UOM
(v. )
13 of 51
Doc Ref:
OM: Define Defaulting Rules

Setup>Rules>Defaulting>Defaulting Rules
Form
Name
Attribute Defaulting Rules
Process:
Business Area:
Order Management
Control Number:
Order Management
Priority(H, M, L):
<Control Number>
Date:
29May10
Process Owner:
Corrie Bovier
Description: Use this form to define defaulting rules to determine the source and prioritization for defaulting order information to
reduce the amount of information you must enter manually in the Sales Order window.
For Order Management Defaulting Rule setup

values, click the following link to access the
Knowledge Portal documents:
BR100 Order Management Application Setup Defaulting Rules
OM Defaulting Rules - Document ID# 021249
(v. )
13 of 51
Doc Ref:
OM: Define Transaction Types

Setup>Transaction Types>Define
Form
Name
Transaction Types
Process:
Business Area:
Order Management
Control Number:
Order Management
Priority(H, M, L):
<Control Number>
Date:
1NOV06
Process Owner:
Vincent Lott
Massimo Delucia
Barbara Gross
Description: Use this form to define transaction types to classify orders and returns. For each order type, you can assign a default price
list, defaulting rules, approval actions, payment terms, and freight terms.
For Order Management Transaction Type setup

values click the following link for the Knowledge
Portal document.
BR100 Order Management Application Setup Transaction Types
OM Transaction Types - Document ID# 021102
(v. )
13 of 51
Doc Ref:
OM: Define Discounts

Pricing>Price Lists>Setup
Form
Name
Price Lists

<Process Name>
Business Area:
Date:
Control Number:
Priority(H, M, L):
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define discounts to allow price adjustments based on customer agreements, order types, purchase order
numbers, specific products, or specific customers.
Attention: Before you define discounts, enable your Pricing
Attributes descriptive flexfields in the Enable Parameters window.
Price List
Effective Dates
Line Type
Modifier Level
(v. )
Product Context
Precedence
Product Attribute
Product Value
Application Method
Operand and
Formula
Primary UOM
Price Adjustment
Meaning
Extended Selling
Price
13 of 51
Doc Ref:
OM: Define Credit Checking

Setup>Rules>Credit
Form
Name
Credit Check Rules

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
Date:
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define your credit checking rules.
Name
Effective
Dates
(v. )
Include in Open AR
Balance
Value Range
Number
Include Uninvoiced
Orders
Include Hold
Orders
Past Due Number of Days

for Invoice
13 of 51
Doc Ref:
OM: Define Holds

Setup>Orders>Holds
Form
Name
Holds

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
<Control Number>
<Order Management>
Date:
02NOV06
Process Owner:
Judy Vincent
Vincent Lott
Description: Use this form to define automatic holds to apply to orders and returns.
For Order Management Hold setup values click the
following link for the Knowledge Portal document.
BR100 OM Hold Definitions
OM Hold Definitions - Document ID# 021535
BR100 OM Hold Authorizations
OM Hold Authorizations - Document ID# 021536
Note: Holds not listed in the authorizations table can be applied and removed by any
responsibility
(v. )
13 of 51
Doc Ref:
OM: Define Attachments

Setup>Orders>Attachments>Documents
Form
Name
Attachments

<Process Name>
Business Area:
Control Number:
Priority(H, M, L):
Date:
<Business Area>
<Control Number>
<Date>
Process Owner:
<Process Owner>
Description: Use this form to define standard documents to attach automatically to orders and returns.
Attention: Before you define documents you must define at least
one document category to use attachments in Order Management.
Category
Name
Category
Description
Header on Ack
Data Source Type
Short Text
Storage Source If
Required List File
name
Select Usage
Effective Date Range
Magnification if
Image Data Type
Chosen
2003 to ?
"SOA Attachment
per OU.xls"
For Order Management Attachment setup values

document.
BR100 Order Management Application Setup Attachments
OM Transaction Types - Document ID# 021098
(v. )
13 of 51
Doc Ref:
DETAILED INFORMATION ON SPECIFIC ATTACHMENTS

Category Name
Category
Description
Data Source
Type
CPR
Customer
Performance
Requirements
attachment
Short text
SW customer
Contact
Customer detail
information when
buying software
Short text
CSR history log
Comments for CSR
Short text
Template:
Indicate with "YES" or "NO", if any
of the following CPR apply
Govt Rating:
Govt Contract#
Buy America Act:
GSI (Source Inspection):
New material only.:
DD250:
Special marking, packaging,
labeling*:
MIL Strip number*:
Penalty clause*:
Others (pls. explain):
* If any of these, send the contract
to the division.
Template:
User Information
Name:
Job title:
Department:
Email address:
Direct phone number:
Software mail address:
Copy encryption algorithm:
System handle*:
* necessary information only in
case of standalone SW
Standard
Penalty clause
Penalty clause visible

for Shipping
Export license
information
Short text
Standard
Short text
Standard
Dangerous
good
Note to picking
department for
dangerous goods
Short text
Order Shipped
RDC order shipped

from factory
Short text
Template:
Because this picked item has
multiple UN Numbers associated
with it, the Dangerous Goods
Declaration must be modified.
Please go to the following URL
(http://gtt.abc.com/trade/complianc
e/Dangerous
%20Goods/WebPages/Contactspag
eindex1.htm) or contact James
Powell (at tn 679-2399) for the
required information.
Standard
Country of
Origin
Country of Origin
Short text
Standard
Notes to
manufacturing
Notes to
receiving
Comments to
manufacturing
Comments to
receiving
Short text
Standard
Short text
Standard
LOC
Letter of Credit
Short text
Standard
Export license
(v. )
Select Usage
Additional
rules/Notes
No print, visible at
factory side
No print. To be attached
at header and line level
and available to be
attached to quotes.
Saved with the order to

capture order history.
Visible in pick/pack,
shipping and factory.
Used to capture export
licensing information at
line level. No need of
printing. Reporting
needs??? TBD
Line notification
automatically added
when dangerous good is
ordered and printed on
Pick slip. Coming from
WWCLASS? TBD
Header automatic
generated notification,
on the sales order
through RDC, that the
internal order from the
factory has been
shipped. TBD
Note to be printed on
Pack list. Added by RDC
people to sales order???
TBD
No print. Visible at
manufacturing side
No print. Visible at
receiving department
side
No print. Visible to
Collectors
OM: Define Parameters 13 of 51
Doc Ref:
Category Name
Category
Description
Data Source
Type
(v. )
Select Usage
Additional
rules/Notes
13 of 51
Doc Ref:
Open and Closed Issues for this Deliverable

Open Issues
ID
Issue
Resolution
Responsibility
Target Date
Impact Date
Resolution
Responsibility
Target Date
Impact Date
Closed Issues
ID
Issue
(v. )
13 of 51

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BR.100A om Order Management Application Setup

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OM: Define Parameters

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OM: Define Parameters

BR.100A om Order Management Application Setup

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OM: Define Customers.............................................................................36

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OM: Define Parameters

Application Set Up Control Sheet Order Management

OM: Define Key and Descriptive

*OM: Define Profile Options

AR: Define Salespersons

*OM: Define Quickcodes

OM: Define Freight Charges and

OM: Define Order Import Sources

File Ref: 329039089.doc

OM: Define Document Sequences

OM: Define Tax Features

OM: Define Order Processing

Order Entry (Janet,

INV: Define Inventory Organizations

AR: Define Invoicing

Type (definition, execution, or

OM: Define Parameters

OM: Define Processing Constraints

INV: Define Item Information

INV: Define Items

QP: Define Pricing

AR: Define Customer Profile Classes

OM: Define Shipping Documents

OM: Define Release Sequence Rules

OM: Define Release Rules

Inventory, BOM (Steve

OM: Define Attachments

File Ref: 329039089.doc

INV: Define Units of Measure

BOM: Define Configurations

OM: Define Parameters

OM: Define Pick Slip Grouping Rules

File Ref: 329039089.doc

OM: Define Parameters

OM: Define Key and Descriptive Flexfields

<Customer Short Name> Process:

<Priority (H, M, L)>

For Order Capture, Order Management and Order

BR100 Order Management Application Setup Descriptive Flex Field

OM Descriptive Flex Field Setup Values: Content ID

File Ref: 329039089.doc

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