Order Management Config - 'R12.1' - 03-05-2011 17-27
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Transcript of Order Management Config - 'R12.1' - 03-05-2011 17-27
Configuration Run
Run Date 03-MAY-2011
Run Time 17:27:34
ConfigSnapshot Version 3.2.0.0
document.docx Page 1
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Contents1 General.................................................................................................................................................... 3
1.1 Order Import Sources.................................................................................................................................................................31.2 Order Holds................................................................................................................................................................................41.3 Sales Credit Types.....................................................................................................................................................................41.4 Defaulting Condition Templates..................................................................................................................................................51.5 Defaulting Attribute Rules...........................................................................................................................................................51.6 Validation Templates..................................................................................................................................................................51.7 Record Sets................................................................................................................................................................................61.8 Processing Constraints...............................................................................................................................................................71.9 Credit Checking Rules................................................................................................................................................................81.10 Credit Usage Rules...............................................................................................................................................................81.11 Credit Profiles........................................................................................................................................................................81.12 System Parameter Definition...............................................................................................................................................101.13 Quick Codes........................................................................................................................................................................101.14 Profile Options.....................................................................................................................................................................11
2 Operating Unit........................................................................................................................................ 112.1 System Parameters..................................................................................................................................................................112.2 System Parameter Values........................................................................................................................................................112.3 Transaction Types....................................................................................................................................................................112.4 Payment Types.........................................................................................................................................................................142.5 Item Orderability Rules.............................................................................................................................................................15
3 Filter Summary....................................................................................................................................... 154 User Filter Summary.............................................................................................................................. 155 Warnings Found..................................................................................................................................... 156 Errors Found.......................................................................................................................................... 15
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1 General
1.1 Order Import Sources
Menu Path: Setup > Orders > Import Sources
Order Import Source Description Enabled AIA Enabled
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1.2 Order Holds
Menu Path: Setup > Orders > Holds
Field Name Value
Hold Name
Description
Type
Workflow Item
Workflow Activity
Hold Included Items
Progress Workflow on Release
Apply To Order And Line
Date From
Date To
Flexfield
Responsibility Authorized Action Date From Date To Flexfield
1.3 Sales Credit Types
Menu Path: Setup > Sales > Credit Types
Credit Type Description Quota Enabled Flexfield
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1.4 Defaulting Condition Templates
Menu Path: Setup > Rules > Defaulting
Entity
Field Name Value
Entity
Field Name Value
Condition Name
Description
Seeded
Group Attribute Validation Operation Value String
1.5 Defaulting Attribute Rules
Menu Path: Setup > Rules > Defaulting
Entity Attribute
Field Name Value
Entity
Defaulting Sequence
Attribute
Include In Building Defaulting Conditions
Field Name Value
Precedence
Defaulting Condition
Enabled
Seeded
Sequence Source Type Default Source/Value
1.6 Validation Templates
Menu Path: Setup > Rules > Security > Validation Template
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Field Name Value
Entity
Template Name
Seeded
Short Name
Description
Validation Type
WorkFlow
API
Table
Validation Semantics
Item Type
Activity
Status
Result
API Package
API Procedure
Column Validation Operation Value String
1.7 Record Sets
Menu Path: Setup > Rules > Security > Record Sets
Field Name Value
Entity
Seeded
Record Set
Short Name
Description
Based On Primary Key?
Column
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1.8 Processing Constraints
Menu Path: Setup > Rules > Security > Processing Constraints
Entity
Field Name Value
Entity
Field Name Value
Operation
Attribute
User Action
Applies To
System Changes
User Changes
Enabled
Seeded/System
Group Scope Validation Entity Record Set Not Validation Template Enabled Seeded/System
User Message
Responsibility
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1.9 Credit Checking Rules
Menu Path: Setup > Rules > Credit
Field Name Value
Rule
Date From
Date To
OPTIONS
Credit Check Level
Credit Hold Level
Override Manual Release
Days To Honour Manual Release
Conversion Type
Check Item Categories
Send Hold Notifications
EXPOSURE
User Pre-Calculated Exposure
Include External Credit Exposure
Include Open Receivables Balance
Include Payments At Risk
Open Receivables Days
Include Uninvoiced Order
Include Freight And Special Charges
Include Tax
Include Orders Currently On Hold
Include Returns
Scheduled Shipping Horizon Days
Maximum Days Past Due
[]
Flexfield
1.10 Credit Usage Rules
Menu Path: Setup > Credit > Define Usage Rules
Field Name Value
Usage Rule Set Name
Global Exposure
Flexfield
Usage Type Currencies Exclude Flexfield
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1.11 Credit Profiles
Menu Path: Setup > Credit > Define Credit Profiles
Field Name Value
Profile
Credit Profile Type
Enabled
Operating Unit
Item Category
Effective Date From
Effective Date To
Credit
Credit Rating
Tolerance
Next Review Date
Credit Check
Credit Hold
Currency Order Credit Limit Overall Credit Limit Flexfield
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1.12 System Parameter Definition
Menu Path: Setup > System Parameters > Define
Parameter Code Name Description Seeded Enabled Category Value Set Open Orders Check
1.13 Quick Codes
Menu Path: Setup > Quick Codes > Order Management
Field Name Value
Type
Meaning/User Name
Application
Description
Access Level
Security Group
View Application
Code Meaning Description Tag From To Enabled Flexfield
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1.14 Profile Options
Menu Path: Profiles > System
Profile Option Level Level Value Second Level Value Value
2 Operating Unit
2.1 System Parameters
Menu Path: Setup > Parameters
Field Name Value
Operating Unit
Item Validation Organization
Customer Relationships
Audit Trail
Margin Calculation
Enable Freight Rating
Enable Ship Method
Flexfield
2.2 System Parameter Values
Menu Path: Setup > System Parameters > Values
Category Parameter Value
2.3 Transaction Types
Menu Path: Setup > Transaction Types > Define
Transaction Type
Field Name Value
Transaction Type
Description
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Sales Document Type
Date From
Date To
Transaction Type Code
Order Category
Order/Fulfilment Workflow
Negotiation Workflow
Default Transaction Phase
Layout Template
Contract Template
Retain Document Number
MAIN
Document
Agreement Type
Default Return Line Type
Default Order Line Type
Sales Document Type
Agreement Required
Purchase Order Required
Pricing
Price List
Enforce Price List
Minimum Margin Percent
Credit Check Rule
Ordering
Picking/Purchase Release
Packing
Shipping
SHIPPING
Warehouse
Shipping Method
Shipping Priority
Freight Terms
FOB
Shipping Source Type
Demand Class
Scheduling Level
Auto Schedule
Inspection Required
Line Set
Fulfilment Set
FINANCE
Rule
Invoicing Rule
Accounting Rule
Source
Invoice Source
Non Delivery Invoice Source
Credit Method For
Invoice With Rules
Split Term Invoices
Receivables Transaction Type
Cost Of Goods Sold Account
Tax Event
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Currency
Conversion Type
[]
Flexfield
Flows
Line Type Item Type Process Name Start Date End Date
Approval Lists
Field Name Value
List Name
Description
Transaction Phase
Date From
Date To
Flexfield
Sequence Role Active Flexfield
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2.4 Payment Types
Menu Path: Setup > Orders > Payment Types
Payment Type Name
Description Payment Type Code Receipt Method Start Date End Date Enabled Defer Credit Check
Flexfield
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2.5 Item Orderability Rules
Menu Path: Setup > Rules > Item Orderability
Field Name Value
Criteria
Item
Item Category
Enabled
Generally Available
Rule Level Rule Level Value Enabled Flexfield
3 Filter Summary
No Filters Applied
4 User Filter Summary
No Filters Applied
5 Warnings Found
No Warnings Encountered
6 Errors Found
No Errors Encountered
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