Contents

Step 1: Multiple Organizations - INVENTORY .................................................................................................................................... 3

Step 2: Multi-Org Access Control - INVENTORY ............................................................................................................................... 3
Step 3: Inventory - Flexfields .................................................................................................................................................................. 3
Step 4: Inventory Organizations -INVENTORY ................................................................................................................................... 7
Step 5: Profile Options ............................................................................................................................................................................ 7
Setup ....................................................................................................................................................................................................... 14
Step 6: Parameters ................................................................................................................................................................................ 14
Step 7: Invoicing - Payment Terms ..................................................................................................................................................... 19
Step 8: Salespersons ............................................................................................................................................................................ 23
Step 9: Document Sequences (Order Numbering) ........................................................................................................................... 26
Step 10: Units of Measure - INVENTORY ......................................................................................................................................... 30
Step 11: Item Information - INVENTORY ........................................................................................................................................... 30
Step 12: Items - INVENTORY .............................................................................................................................................................. 30
Step 13: Pricing ...................................................................................................................................................................................... 30
Step 14: Order Management Transaction Types (Sales Documents) ........................................................................................... 43
Step 15: Cost of Goods Sold (COGS) - INVENTORY ..................................................................................................................... 55
Step 16: Processing Constraints ......................................................................................................................................................... 55
Step 17: Defaulting Rules ..................................................................................................................................................................... 62
Step 18: Shipping Parameters ............................................................................................................................................................. 65
Step 19: Remit To Address .................................................................................................................................................................. 69
Step 20: Creating Sale Order Release Rule ...................................................................................................................................... 75
Setup Steps Defined in Detail
The following is a list of each setup step defined in detail.

Step 1: Multiple Organizations - INVENTORY

Step 2: Multi-Org Access Control - INVENTORY

Step 3: Inventory - Flexfields

Resp>> Inventory>>Key Flexfield Segments
>>Segments
Step 4: Inventory Organizations -INVENTORY

Step 5: Profile Options

REPOSIBILITY LEVEL

GL Ledger Name
BUSINESS GROUP (For both OM and AR)
HR: User Type (For both OM and AR)
MO: Operating Unit (For both OM and AR)
E) MO: Default Operating Unit (For both OM and AR)
F) AR: Create Bank Charges
Setup
Step 6: System Parameters
- System Parameters Define
Seeded by Oracle
- System Parameters Values
Enable Partial Reservations
Item Validation Organization
Audit Trail
Customer Relationships
Show Discount Details on Invoice

Set your Order Management System Parameters to validate items, enable customer relationships, and operating unit defaults.
Resp>> Order Management> setup>system parameter
These options are defined by Oracle.
Define Item Validation Organization

If this is not defined then Items LOV on Sale Order Line will be NULL.
Step 7: Invoicing - Payment Terms
Define invoicing information, including payment terms, invoicing and accounting rules, Auto accounting parameters, territories, and invoice
sources.
This step is required if you plan on transferring invoicing information to Oracle Receivables.

Defining Payment Terms: setup> order >payment term

Payment Terms will be made on this form. In the Days field number of Days for which a Payment Term is to be created will be entered.
To use discounts:
Discounts tab
Step 8: Salespersons
Defining Sale Territories: OM>setup > sales>territories

Resp>> Receivables
Setup>>Transactions>>Sale Persons
Nothing is to be entered in Groups, teams, service, Interaction Center, Compensation and Misc Tab.
Step 9: Document Sequences (Order Numbering)
Define Document Sequences for automatic or manual numbering of orders.
This step is required.
Prerequisite: Define Document Category for Packing Slip
OM>SETUP>DOCUMENT
Define Document Sequence:

Also Define Document Sequence for Packing Slip. As shown below

Assign Document Sequence:

Also Assign Doc Sequence for Packing Slip.

Step 10: Units of Measure - INVENTORY
Define the units of measure in which you supply items.
This step is required.

Step 11: Item Information - INVENTORY

Define item information, including item attribute controls, categories, and statuses.
This step is required.

Step 12: Items - INVENTORY

Define the items that you sell, as well as container items.
This step is required.

Step 13: Pricing

Define price lists for each combination of item and unit of measure that you sell.
Optionally, you can define pricing rules and parameters to add flexibility.
Define Price List:
Resp>> Oracle Pricing Manager
Price List>> Price List Setup
 Modifiers
Where you want to modify the Price as defaulted from the Price List then Modifier Setup is to done.
Resp>> Oracle Pricing Manager
Modifier>> Modifier Setup
This material deals with the problem associated to Price List.
Courtesy Metalink
Subject: QP-MOD: Modifiers - Troubleshooting
Doc ID: Note:115427.1 Type: BULLETIN
Last Revision Date: 03-MAR-2006 Status: PUBLISHED

PURPOSE
-------

To aid users and support analysts in problem resolution.

SCOPE & APPLICATION

-------------------

External users and internal support analysts.

===============================================================================
TROUBLESHOOTING
===============================================================================

1. Most issues regarding Modifiers has been addressed up to and including

Patchset OM_F. Be sure to search Metalink for any set up issues, bugs
or enhancement requests.

Set up examples are found in the Oracle Pricing User's Guide Release 11i and
Oracle Advanced Pricing Implementation Manual Release 11i.

Also be sure to review the White Papers on Metalink for Advanced Pricing.

2. In the directory, $QP_TOP/patch/115/sql/, there are several scripts

available to create different types of modifiers.

===============================================================================
 LOGGING A TAR WITH SUPPORT
===============================================================================
Product Code: 495 - Oracle Advanced Pricing
Subcomponent: QP-MOD Modifiers

IF LOGGING A TAR PLEASE SUPPLY THE FOLLOWING REQUIRED INFORMATION AND SUPPORT
QUESTIONS. PLEASE PASTE REQUESTS AND RESPONSES INTO THE TAR TEXT.

1. Please run the following pricing reports (available from the

Oracle Pricing Manager responsibility)

QP: Maintains the Denormalized Data in QP Qualifiers

Build Attribute Mapping Rules

If your issue still exists after running the reports, please proceed with
the remaining steps below.

2. Please provide a brief description of your issue, including complete error

messages if applicable.

3. Please provide navigation steps to replicate your issue, including menu

path and all keystrokes (i.e. Enter, Right Arrow, Tab).

4. Is this occurring in your Test, Production or multiple instances?

5. What OM family pack is on the problematic instance?

Also, provide the Oracle Applications version which can be obtained via
Help --> About Oracle Applications.

6. Do you have any customizations? If so, please describe.

7. Using metalink Note 167000.1, setup your environment to run the diagnostic
scripts. Please upload the output of the test = Order Management Setup
for Application = Oracle Order Management.

8. Please provide one or both of the following:

 Please upload the output of omcheck from metalink Note 156860.1.

Please reference metalink Note 201231.1. Please apply Patch 2414866 (this
patch will be included in OM family pack I). Upload the output of the request
Diagnostics: Apps Check with the parameters of Oracle Order Management,
Oracel Pricing, Oracle Shipping.

9. For a problematic order line in which a modifier is not being applied,

please provide one or both of the following:

Upload the ouptut of omse11i from metalink Note 133464.1.

Please reference metalink Note 201231.1. Please apply Patch 2414866 (this
patch will be included in OM family pack I). Upload the output of the request
Diagnostics: OM Order Information.

9. Please upload the output of qp_list_line_detail.sql from

metalink Note 163913.1.
Step 14: Transaction Types (Sales Documents)
Define Order Management transaction types to classify sales documents. For each order type, you can assign a default price list, defaulting rules,
order lines, return lines, line types, workflow assignments, payment terms, and freight terms.
Resp>> Order Management
Setup>>Transaction Type>>Define
For Order Type

Negotiation Flow Quotation will be considered or not

Order Flow What will happen after Order Booking.
Assign Line Flows tab
For Line Type:
For Return:
Step 15: Cost of Goods Sold (COGS) - INVENTORY
Set up your Cost of Goods Sold Accounting Flexfield combination (COGS Account) in
Oracle Inventory.
This step is required if you plan on utilizing the functionality surrounding COGS.

Step 16: Processing Constraints

Where we want to create a version of Sale Order when anything is altered on booked Sale Order
Resp>> Order Management
For Order Header:
For Order Line:
Step 17: Defaulting Rules
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 Orders window.
For Example: Defaulting Over and Under Shipment Tolerance from SO Header to Line Level.
Rep>> Order Management>> Defaulting Rules
Defaulting Rules Tab
Similarly for Under Ship Tolerance.
Step 18: Shipping Parameters
Define shipping parameters in Oracle Shipping Execution.
This step is required.
Resp>>OM>>Setup>>Shipping>>Shipping Parameters (Org Wise)
Step 19: Remit To Address
Resp>> Receivables
For each op unit:
Receipts form:
PROFILE OPTIONS (OM AND AR)
Profile Site Application Responsibility User Server Org Nature

FOR EACH RESPONSBILITY

HR: User Type User

Hr: Security Profile
Hr: Business Group

After GL & ORG initial setup

GL: Set of Books at this level at this level

MO: Operating Unit at this level at this level
GMF: Default Currency
GL:Set of Books Sequential
Numbering
AR:Receippt Batch Source
AR:Transaction Batch Source

OM: Administer Public Queries Yes Yes

FAZAL CLOTH
MILLS FAZAL CLOTH
OE: Item Validation Organization LIMITED MILLS LIMITED
Pricing
OM: List Price Override Privilege Unlimited
OM: Charging Privilege Unlimited
OM: Discounting Privileges Unlimited
QP: Blind Discount Option YES
ASO : Discounting Privilege FULL
CSD: Allow Price Override for
Logistics Lines YES
GML: Override Price in Price UM

OM: AutoSchedule YES Autoschedule

OM: Scheduling Role
HZ: Change Customer Name
AR: Customers - Enter Alternate
Fields
AR: Cash - Allow Actions
OM: Debug Level
OM: Apply Automatic Attachments
OM: Prevent Booking for Line
Generic Holds
OM: Default Salesrep
OM: Invoice Numbering Method
You must assign a value to the AR: Use Invoice Accounting For Credit Memos profile option
You must assign a value to the Sequential Numbering profile
option.
This enables the scheduling tab in the
organiser window
HZ: Change Customer Name profile option
determines whether you can change a
partys name after saving the party
information. This profile option is set to Yes
by default.
ALTERNATE NAME IN CUSTOMER'S
WINDOW
Yes For adjustments and Chargeback button
0 Performance Issue
NO OM: Apply Automatic Attachments
Prevents booking sales order on hold
No sales
credit
Automatic
Step 20: Creating Sale Order Release Rule
Resp>> Order Management
- Quoting
- Order Booking

- Delivery
Delivery Rule
Release Rule

- Pick Release ---> Lines go to Allocate Move Orders

Pick Release -->Release Rules are made for grouping orders --> Release Rules
Release Sales Order
Release Sales Order SRS --> Individual order-wise/line-wise Releases

This approves that Items can be taken to Staging Area.

- Transact Move Order --> Items Go-to Staging

- Setup
Shipping Rules

Price List --> Modifiers

Header level
Line Level
--> Qualifiers
Conditions for

Sales Person --> important for KPI

Customer Territory Flexfield --> Classification of Customers
Qoutations
- Draft
- Internal Approval
- Customer Acceptance
- Entered
- Booked --> When Booked

Orders
- Entered
- Booked --> When Booked
- Cancelled
- Closed --> when Shipped

Stages
Booking
Picking
Dispatch
Packing