Oracle® Order Management

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Oracle? Order Management

Implementation Manual Release 12.1

Part No. E13406-04

August 2010

Oracle Order Management Implementation Manual, Release 12.1

Part No. E13406-04

Copyright ? 2000, 2010, Oracle and/or its affiliates. All rights reserved.

Primary Author: Pratima Mahtani, Padma Rao

Contributing Author: Praveen Damodaran, Saraja Panda, Pradeep Bansal, Aditya Mallik, Srikanth Kali, Shyam Hari Kumar, Sivakumar Venkatraman, John Salvini, Rakesh Moharana.

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Contents

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Preface

1 Introduction to Order Management Implementation

Overview of Oracle Order Management.................................................................................. 1-1

2 Oracle Order Management Setup

Overview of Setup..................................................................................................................... 2-2 Setup Steps................................................................................................................................ 2-3 Oracle Order Management Recommended Implementation...................................................2-3 Order Management Setup Steps............................................................................................... 2-3 Setup Steps Defined in Detail.................................................................................................. 2-6 Multi-Org Access Control....................................................................................................... 2-12 Profile Options........................................................................................................................ 2-14 Order Management Profile Option Descriptions and Settings............................................. 2-46 Selected Oracle Application Profile Option Descriptions..................................................... 2-75 Setting OM System Parameters.............................................................................................. 2-78 Defining Parameters................................................................................................................ 2-78 Setting Parameter Values........................................................................................................ 2-80 Seeded System Parameters...................................................................................................... 2-82 Accessing the Installation Details form.................................................................................. 2-89 Define Tax Features................................................................................................................. 2-89 Define QuickCodes................................................................................................................. 2-93 Viewing Notifications............................................................................................................. 2-95

Exception Management..................................................................................................... 2-95

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Define Document Sequences for Order Numbering............................................................. 2-97 Define Order Management Transaction Types...................................................................... 2-99 Define Order Import Sources................................................................................................2-111 Defining Processing Constraints.......................................................................................... 2-112 Defining Validation Templates............................................................................................ 2-118 Defining Record Sets............................................................................................................ 2-120 Define Defaulting Rules....................................................................................................... 2-122 Define Credit Checking Rules.............................................................................................. 2-132 Defining Credit Check Rules................................................................................................ 2-142 Deactivating Credit Checking .............................................................................................. 2-150 Oracle Payments Processing................................................................................................. 2-150 Define Automatic Holds....................................................................................................... 2-152 Define Attachments............................................................................................................... 2-157 Defining Documents in Advance......................................................................................... 2-160 Defining Attachment Addition Rules.................................................................................. 2-160 Defining Document Categories............................................................................................ 2-161 Define Freight and Special Charge Types............................................................................ 2-164 Setting up Freight Rates and Charges...................................................................................2-172 Overview of Shipping Tolerances........................................................................................ 2-174 Defining Shipping Tolerances.............................................................................................. 2-175 Release Management Integration Setup for Sales Agreements........................................... 2-177 Scheduling Across Orders Setup.......................................................................................... 2-177 Gross Margin......................................................................................................................... 2-178 User Item Description........................................................................................................... 2-179 Setup for Related Items......................................................................................................... 2-179 Setup of Recurring Charges.................................................................................................. 2-181 Trading Community Usage Within Order Management..................................................... 2-182

3 Oracle Pricing Setup

Overview of Basic Pricing......................................................................................................... 3-3 Oracle Advanced Pricing Versus Basic Pricing........................................................................ 3-3 Pricing Terminology................................................................................................................ 3-35 Basic Pricing Features.............................................................................................................. 3-37 Setting Up Basic Pricing ......................................................................................................... 3-41 Overview of Pricing Security.................................................................................................. 3-43 Pricing Security Terms............................................................................................................ 3-44 Pricing Security and Operating Units..................................................................................... 3-45 Setting up Pricing Security..................................................................................................... 3-47 Changes to Pricing windows after Upgrading and Turning Pricing Security On................ 3-48 Assigning Ownership of Pricing Entities to Operating Units (Entity Usage page) ............. 3-51

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Creating Pricing Entity Usage................................................................................................. 3-52 Making Bulk Updates to Pricing Entity Usage....................................................................... 3-53 Creating Privileges.................................................................................................................. 3-54 Using the Bulk Create Privileges feature ............................................................................... 3-59 Setting up Default Security Profile Options for New Pricing Entities .................................3-62 Security Profile Option Settings Compared .......................................................................... 3-63 Setting Pricing Security ON.................................................................................................... 3-66 Overview of Price Lists........................................................................................................... 3-68 Maintaining Price Lists........................................................................................................... 3-69 Price List Features.................................................................................................................... 3-69 Overview of GSA Pricing........................................................................................................3-72 Setting up GSA Pricing........................................................................................................... 3-74 Overview of Formulas............................................................................................................. 3-75 Overview of Modifiers ........................................................................................................... 3-76 Implementing Modifiers......................................................................................................... 3-76 Types of Adjustments............................................................................................................. 3-76 Modifiers: How Do I Define My Product Hierarchy?............................................................ 3-77 Modifiers: How are they qualified?........................................................................................ 3-78 Modifier: Additional Controls and Special Considerations.................................................. 3-80 Manual Adjustments using Modifiers................................................................................... 3-80 Overview of Agreements ........................................................................................................3-82 Revising Agreements.............................................................................................................. 3-83 Defining Special Terms for an Agreement............................................................................. 3-84 Setting up Agreements............................................................................................................ 3-84 Overview of Contexts and Attributes in Attribute Management.......................................... 3-85 Creating Context and Attributes............................................................................................. 3-87 Deleting Contexts.................................................................................................................... 3-89 Creating Attributes.................................................................................................................. 3-89 Deleting Attributes.................................................................................................................. 3-92 Linking Attributes to a Pricing Transaction Entity................................................................ 3-92 Viewing Information about a Pricing Transaction Entity......................................................3-94 Summary of Attribute Levels for Pricing Setup windows..................................................... 3-98 Using Defaulting Rules in Basic Pricing................................................................................ 3-98 Overview of Freight and Special Charges............................................................................ 3-100 Process Flows......................................................................................................................... 3-102 Setting up Pricing Modifiers for Freight and Special Charges ........................................... 3-104 Setting up Freight and Special Charges For Cost to Charge Conversion............................ 3-114 Other Business Scenarios...................................................................................................... 3-118 Troubleshooting Freight and Special Charges..................................................................... 3-126 Service Duration Computation............................................................................................. 3-129 Price Book.............................................................................................................................. 3-129

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