AIM Business Flow Accelerators

162 APPLICATION SETUP

Author:
Creation Date:
Last Updated:
Document Ref: OM_Setup/BR100
Version: 1.0
Release: 12.0.6

Approvals:

Copy Number _____

Document Control

Change Record
4

Date Author Version Change Reference

Reviewers

Name Position

Distribution

Co Name Location
py
No.

1
2
3
4

Note To Holders:
Contents

Document Control.......................................................................................ii
Application Setup Control Sheet: Order Management.................................1
OM: Define System Level Profile Options....................................................4
OM: Enable System Parameters.................................................................6
OM: Order AOL Document Sequences (Order Numbering)..........................8
OM: Order Document Categories...............................................................18
WSH: Shipping Document Categories........................................................19
WSH: Shipping Document Sequences.......................................................22
WSH: Assign Shipping Document Sequences............................................24
OM: Order Assign Document Sequences...................................................27
OM: Define Validation Templates..............................................................41
OM: Define Processing Constraints...........................................................43
OM: Defaulting Rules Setup......................................................................50
QP: Define Pricing.....................................................................................51
QP: Define Modifier..................................................................................55
OM: Define Transaction Types...................................................................56
WSH: Define Shipping Documents............................................................66
WSH: Define Release Sequence Rules......................................................68
WSH: Define Release Rules......................................................................69
WSH: Define Pick Slip Grouping Rules......................................................75
WSH: Define Ship Confirm Rules..............................................................76
WSH: Define Shipping Parameters...........................................................78
WSH: Define Container Load Details........................................................81
TAX: Define Lookup Codes........................................................................83
WSH: Define Freight Carriers....................................................................84
WSH: Roles in Shipping Execution............................................................86
WSH: Grants in Shipping Execution..........................................................88
OM: Define Quick Codes...........................................................................89
OM: Define Descriptive Flexfields.............................................................95
SYS: System Profile Options....................................................................117
OM: Customers........................................................................................118
OM: India Localization Customer Tax Information.................................128
OM: India Localization VAT Document Sequencing.............................131
Form Personalizations.............................................................................137
WSH: Define Custom Folder...................................................................159
WSH: Assign Custom Folder to responsibility.........................................160
Appendix................................................................................................. 167
Open and Closed Issues............................................................................41
Open Issues.........................................................................................41
Closed Issues.......................................................................................41
Application Setup Control Sheet: Order Management

Environment Name: Machine: Organization:

Workflow Setup Task Responsibility Due Date QA Responsibility QA Due Date

SubWorkflow
Name

OM: Define Profile Options

OM: Define Item Validation

System Parameter and
Operating Unit
OM: Define AOL Document
Sequences (Order
Numbering)

OM: Order Document

Categories

OM: Order Assign Document

Sequences

WSH: Shipping Document

Categories

WSH: Shipping Document

Sequences

WSH: Assign Shipping

Document Sequences

OM: Define Processing

Constraints

OM: Define Pricing

OM: Define Transaction Types

WSH: Define Shipping

Documents

WSH: Define Release

Sequence Rules

WSH: Define Release Rules

WSH: Define Pick Slip

Grouping Rules

WSH: Define Ship Confirm

Rules

WSH: Define Shipping

Parameters
Workflow Setup Task Responsibility Due Date QA Responsibility QA Due Date
SubWorkflow
Name

WSH: Define Container Load

Details

WSH: Define Freight Carriers

WSH: Grants in Shipping

Execution

OM: Define Quick Codes

OM: Define Descriptive

Flexfields

SYS: System Profile Options

OM: Internal Customers

OM: India Localization

Customer Tax Information

OM: India Localization VAT

Document Sequencing
OM: Define System Level Profile Options
Process: Business Area: Date:
Order Management Sysadmin Setups 26-JUN-2008
Control Number: Priority (H, M, L): Process Owner:
OM-1 <Priority (H, M, L)>

System Administrator>Setup>Profile Options

Description: (see below). Note: A O in a row means optional at that level.

Form
Name
Profile Options
Profile Option Name Description

OM: AutoSchedule
OM: Debug Level
OM: Return Item Mismatch Action
OM: Return Unfulfilled Referenced Line
Action
OM: Discounting Privileges
QP: Blind Discount Option
QP: Item Validation Organization
OM: List Price Override Privilege
OM: Charging Privilege
Header Level Discount Name
Order Line Modifier
: Order Management Branch Access
: AR Invoice Text
OM: Enable System Parameters
OM>Setup>System Parameters>Values

Description:
XXX Process: Business Area: Date:
Order Management System Parameters 26-Jun-2008
Control Number: Priority (H, M, L): Process Owner:
OM-2 <Priority (H, M, L)>

Description: Use this form to set the Order Management Application to The Operation Unit and the Item Validation
Organization.

Operating Unit
Parameter Value
XXXXXXXXXXX

No
OM: Order AOL Document Sequences (Order Numbering)
Setup>Documents>Define
Document Sequences
XXXX Process: Business Area: Date:
Order Management Document Sequencing 27-JUN-2008
Control Number: Priority (H, M, L): Process Owner:
OM-3 <Priority (H, M, L)>

Description: Use this form to define AOL Document Sequences for automatic numbering of orders.

Name Application From To Type Me

ge
Name Application From To Type Me
ge
Name Application From To Type Me
ge
Name Application From To Type Me
ge
Name Application From To Type Me
ge
OM: Order Document Categories
Setup>Documents> Categories (OM)
Document Categories
Process: Business Area: Date:
Order Management Document Categories 27-JUN-08
Control Number: Priority (H, M, L): Process Owner:
OM-4 <Priority (H, M, L)>

Application Code Name Descripti Table Name

on

Dist Sales
WSH: Shipping Document Categories
Setup >Shipping>Documents>Document Categories
Document Categories Summary
Process: Business Area: Date:
Shipping Execution Document Categories 27-JUN-08
Control Number: Priority (H, M, L): Process Owner:
WSH-1 <Priority (H, M, L)>

Description:
Category Description Document Docume Location Sequence -
Name nt Type Prefix

Dist
WSH: Shipping Document Sequences
Setup >Shipping>Documents>Document Sequences
Document Sequences
XXXXProcess: Business Area: Date:
Shipping Execution Document Sequences 27-JUN-08
Control Number: Priority (H, M, L): Process Owner:
WSH-2 <Priority (H, M, L)>

Description:
Name Application Effective Effecti Type
From ve To

Dist Sales
WSH: Assign Shipping Document Sequences
Setup> Shipping >Documents>Assign Sequences
Sequence Assignments
BEL Process: Business Area: Date:
Shipping Execution Document Category Assignment 30-JUN-08
Control Number: Priority (H, M, L): Process Owner:
WSH-3 <Priority (H, M, L)>

tab
Documents
Name Category Ledger Method
OM: Order Assign Document Sequences
Setup>Documents>Assign
Sequence Assignments
BEL Process: Business Area: Date:
Order Management Document Type Assignment 30-JUN-08
Control Number: Priority (H, M, L): Process Owner:
OM-5 <Priority (H, M, L)>

tab
Documents
Name Category Ledger Method
Name Category Ledger Method
Name Category Ledger Method
Name Category Ledger Method
Name Category Ledger Method

tab
Assignment
Application Category Start Date End Date Sequence
Application Category Start Date End Date Sequence
Application Category Start Date End Date Sequence
Application Category Start Date End Date Sequence
Application Category Start Date End Date Sequence
OM: Define Validation Templates
Setup>Rules>Security>Validation Templates
Validation Templates
Process: Business Area: Date:
Order Management Validation Templates 28-Dec-2008
Control Number: Priority (H, M, L): Process Owner:
OM-6 <Priority (H, M, L)>

Description:
>
Application: Order Management

Validation Templates

Entity
Template
Name
Seeded?
Short Name
Description
Validation
Type
Validation Semantics
Column
Validation
Operation
Value String

Application: Order Management

Validation Templates

Entity
Template
Name
Seeded?
Short Name
Description
Validation
Type
Validation Semantics
Column
Validation
Operation
Value String
OM: Define Processing Constraints
Setup>Rules>Security>Processing Constraints
Processing Constraints
Process: Business Area: Date:
Order Management Processing Constraints 28-Dec-2008
Control Number: Priority (H, M, L): Process Owner:
OM-7 <Priority (H, M, L)>
Description:
Application: Order Management Entity: Order Header

Constraints

Operation
Attribute
User Action
Applies To
System
Changes
User
Changes
Enabled
Seeded?
Conditions Applicable To
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
User Message
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
User Message
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
 Application: Order Management Entity: Order Header

Constraints
Seeded?
User Message
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
User Message

Application: Order Management Entity: Order Header

Constraints

Operation
Attribute
User Action
Applies To
System
Changes
User
Changes
Enabled
Seeded?
Conditions Applicable To
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
User Message
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
 Application: Order Management Entity: Order Header

Constraints
User Message

Application: Order Management Entity: Order Line

Constraints

Operation
Attribute
User Action
Applies To
System
Changes
User
Changes
Enabled
Seeded?
Conditions Applicable To
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
User Message
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
User Message
 Application: Order Management Entity: Order Line

Constraints

Operation
Attribute
User Action
Applies To
System
Changes
User
Changes
Enabled
Seeded?
Conditions Applicable To
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Constrained
Entity Responsibilities
Record Set
Not
Validation
Template
Enabled
Seeded?
User Message
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Constrained
Entity Responsibilities
Record Set
Not
Validation
Template
Enabled
Seeded?
User Message
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Constrained
Entity Responsibilities
Record Set
Not
Validation
Template
Enabled
Seeded?
User Message

Application: Order Management Entity: Order Line

Constraints

Operation Update
Attribute
User Action Not Allowed
Applies To
System Always
 Application: Order Management Entity: Order Line

Constraints

Changes
User Never
Changes
Enabled Yes
Seeded?
Conditions Applicable To
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
User Message
Group # All
Responsibilities
Scope Authorized
Responsibilities
Validation Authorized
Entity Responsibilities
Record Set Constrained
Responsibilities
Not
Validation
Template
Enabled
Seeded?
User Message
OM: Defaulting Rules Setup
Setup>Rules>Defaulting
Defaulting Setup Entity Attributes
Process: Business Area: Date:
Order Management Defaulting Rules 18-Feb-2009
Control Number: Priority (H, M, L): Process Owner:
OM-8 <Priority (H, M, L)>

Description:
<Defaulting Rules>
Application: Order Management Entity: Order Header

Attributes

Defaulting 50
Sequence
Attribute Latest Schedule Limit
Defaulting Conditions Default Sourcing Rules
Precedence Sequence
Defaulting Source Type
Condition
Enabled Default
Source/Value
QP: Define Pricing
Price Lists>Price List Setup
Price List
Process: Business Area: Date:
Advanced Pricing Price List Maintenance 06-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
QP-1 <Priority (H, M, L)>

Description: Define Excise Price List for Fans BU for all items belonging to the
business unit.
Header
Name Description

FANS EXCISE PRICE LIST FANS EXCISE PRICE LIST

Curr Rou Effectiv Effectiv Payment Freight Freight

enc nd e Date e Date Terms Terms Carriers
y To (from) (to)

Tab: List Lines

Product Product Product Value UOM Lin
Context Attribute Prima
ry
UOM

Tab: List Lines

Application Value Dynamic Formula Start End Pr
Method Date Date

Tab: Secondary Price List

Secondary Price List Precedence Description

Tab: Qualifier
Group Grouping Qualifier Qualifier Attribute Precedenc Operator Value Value To
No Context e From

Button: Price Breaks

Product Product Attribute Value From Value To Price App
Context

*Defaults
from list line
Button: Pricing Attributes
Product Product Attribute Prod Pric Prici Oper Valu
Context uct ing ng ator e
Valu Con Attri From
e text bute

The following excise price lists need to be setup in the system for all the items
belonging to the respective business units -
Excise Price List for Lighting BU
Header
Name Description Currency Round To Effective Date (from

List Lines
Produc Product Product UOM Line Type Application Value Dynamic Star
t Attribute Value Primary Method Formula
Contex UOM
t

Excise Price List for Appliances BU

Header
Name Description Currency Round To Effective Date (from

List Lines
Produ Product Product UOM Line Type Application Value Dynamic Start Date
ct Attribute Value Primar Method Formula
Conte y UOM
xt

Excise Price List for MR BU

Header
Name Description Currency Round To Effective Date (from

List Lines
 Produ Product Product UOM Line Type Application Value Dynamic Start Date
ct Attribute Value Primar Method Formula
Conte y UOM
xt

Excise Price List for

Header
Name Description Currency Round To Effective Date (from

List Lines
Produ Product Product UOM Line Type Application Value Dynamic Start Date
ct Attribute Value Primar Method Formula
Conte y UOM
xt

The following price list will be setup for pricing the internal sales orders created in the
system
Header
Name Description Currency Round To Effective Date (from

List Lines
Produ Product Product UOM Line Type Application Value Dynamic Start Date
ct Attribute Value Primar Method Formula
Conte y UOM
xt
QP: Define Modifier
Modifiers>Modifier Setup
Define Modifier
Process: Business Area: Date:
Advanced Pricing Modifier Maintenance 09-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
QP-2 <Priority (H, M, L)>

Description: Define manual modifier for capturing the discount passed on a sales
order line in Siebel.
Main
Type Number Name

Discount List 1 BEL Manual Dis

Active Automatic Version Start Date End Date Currency Description

Yes 01-MAR-2009 INR

Tab: Modifiers Summary

Modifie Level Modifier Start End Print Overrid Pricing Proratio Product Product Produ
r No Type Date Date on e Phase n Type Attribut Attribut Descri
Invoice e e Value

6006 Line Discoun 01-MAR- Yes Yes List Line None All Items ALL All
t 2009 Adjustment

Tab: Discounts/Charges
Modifier No Level Modifier Type Application Method Value

6006 Line Discount Amount 0

OM: Define Transaction Types

Setup>Transaction Types>Define
Form
Name
Transaction Types
Process: Business Area: Date:
Order Management Transaction Types 06-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
OM-9 <Priority (H, M, L)>

Description
<LINE LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Document Type Effective Date Effective Date En
Start

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

tab tab tab

Main Shipping Finance
Document Warehouse Rule
Agreement Shipping Method Invoicing Rule
Type
Default Order Shipment Priority Accounting Rule
Line Type
Default Return Freight Terms Source
Line Type
Agreement FOB Invoice Source
Required Y/N
Purchase Order Ship Source Type Non-Delivery
Required Y/N Invoice Source

Pricing Demand Class Credit Method For

Price List Scheduling Level Invoices With Rules
Enforce Price Auto Schedule Y/N Split Term Invoices
List Y/N
Credit Check Rule Inspection
Required Y/N
Ordering Receivables Transaction
Type
Checking Cost of Goods Sold
Account
Currency
Currency Conversion
Type

<ORDER LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Effective Date Effective Date En
Document Start
Type

Bajaj Electricals Mumbai Order Order for Mumbai Sales Order 25-FEB-2009
Limited Branch in Bajaj
Electricals Limited
Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

Order Flow -
Generic
tab tab tab
Main Shipping Finance
Document Warehouse Mumbai Rule
Agreement Type Shipping Method Invoicing Rule
Default Order Order Line Shipment Priority Accounting Rule
Line Type
Default Return Freight Terms Source
Line Type
Agreement FOB Invoice Source Order Entry
Required Y/N
Purchase Order Ship Source Type Non-Delivery Invoice
Required Y/N Source

Pricing Demand Class Credit Method For

Price List Scheduling Level Invoices With Rules
Enforce Price Auto Schedule Y/N Split Term Invoices
List Y/N
Credit Check Rule Inspection
Required Y/N
Ordering Receivables Transaction Mumbai Invoice
Type
Checking Cost of Goods Sold
Account
Currency INR
Currency Conversion
Type

Assign Line Flows

Line Type Item Type Process Name Start Date
Order Line Line Flow - Generic 25-FEB-2009

<LINE LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Document Type Effective Date Effective Date
Start End

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

tab tab tab

Main Shipping Finance
Document Warehouse Rule
Agreement Shipping Method Invoicing Rule
Type
Default Order Shipment Priority Accounting Rule
Line Type
Operating Unit Transaction Type Description Sales Document Type Effective Date Effective Date
Start End

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

Default Return Freight Terms Source

Line Type
Agreement FOB Invoice Source
Required Y/N
Purchase Order Ship Source Type Non-Delivery Invoice
Required Y/N Source

Pricing Demand Class Credit Method For

Price List Scheduling Level Invoices With Rules
Enforce Price Auto Schedule Y/N Split Term Invoices
List Y/N
Credit Check Rule Inspection
Required Y/N
Ordering Receivables Transaction
Type
Checking Cost of Goods Sold
Account
Currency
Currency Conversion
Type

<ORDER LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Document Effective Date Effective Date
Type Start End

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

Order Flow -
Generic
tab tab tab
Main Shipping Finance
Document Warehouse Mumbai Rule
Agreement Shipping Method Invoicing Rule
Type
Default Order Shipment Priority Accounting Rule
Line Type
Default Return Return Line Freight Terms Source
Line Type
Agreement FOB Invoice Source Order Entry
Required Y/N
Purchase Order Ship Source Type Non-Delivery Invoice
Required Y/N Source

Pricing Demand Class Credit Method For

Price List Scheduling Level Invoices With Rules
Enforce Price Auto Schedule Y/N Split Term Invoices
List Y/N
Credit Check Rule Inspection
Required Y/N
Ordering Receivables Transaction Mumbai Invoice
Operating Unit Transaction Type Description Sales Document Effective Date Effective Date
Type Start End

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

Type
Checking Cost of Goods Sold
Account
Currency INR
Currency Conversion
Type

Assign Line Flows

Line Type Item Type Process Name Start Date
Return Line Line Flow - Return for Credit with Receipt 25-FEB-2009

<ORDER LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Document Type Effective Date Effective Date
Start End

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

Order Flow -
Generic
tab tab tab
Main Shipping Finance
Document Warehouse Mumbai Rule
Agreement Type Shipping Method Invoicing Rule
Default Order Shipment Priority Accounting Rule
Line Type
Default Return Return Line Freight Terms Source
Line Type
Agreement FOB Invoice Source Order Entry
Required Y/N
Purchase Order Ship Source Type Non-Delivery Invoice
Required Y/N Source

Pricing Demand Class Credit Method For

Price List Scheduling Level Invoices With Rules
Enforce Price Auto Schedule Y/N Split Term Invoices
List Y/N
Credit Check Rule Inspection
Required Y/N
Ordering Receivables Transaction Mumbai Invoice
Type
Checking Cost of Goods Sold
Account
Currency INR
Currency
Conversion
Type

Assign Line Flows

Line Type Item Type Process Name Start Date
Operating Unit Transaction Type Description Sales Document Type Effective Date Effective Date
Start End

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

Return Line Line Flow - Return for Credit with Receipt 25-FEB-2009

<ORDER LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Document Effective Date Effective Date En
Type Start

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

Order Flow -
Generic
tab tab tab
Main Shipping Finance
Document Warehouse Mumbai Rule
Agreement Shipping Method Invoicing Rule
Type
Default Order Shipment Priority Accounting Rule
Line Type
Default Return Return Line Freight Terms Source
Line Type
Agreement FOB Invoice Source Order Entry
Required Y/N
Purchase Order Ship Source Type Non-Delivery Invoice
Required Y/N Source

Pricing Demand Credit Method For

Class
Price List Scheduling Level Invoices With Rules
Enforce Price Auto Schedule Split Term Invoices
List Y/N Y/N
Credit Check Rule Inspection
Required Y/N
Ordering Receivables Transaction Mumbai Invoice
Type
Checking Cost of Goods Sold
Account
Currency INR
Currency Conversion
Type

Assign Line Flows

Line Type Item Type Process Name Start Date
Return Line Line Flow - Return for Credit with Receipt 25-FEB-2009

<ORDER LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Document Type Effective Date Effective Date En
Start

Fulfillment Flow Negotiation Flow Default Transaction Layout Template Contract Retain Document
Phase Template Number

Order Flow -
Generic
tab tab tab
Main Shipping Finance
Document Warehouse Mumbai Rule
Agreement Shipping Method Invoicing Rule
Type
Default Order Shipment Priority Accounting Rule
Line Type
Default Return Return Line Freight Terms Source
Line Type
Agreement FOB Invoice Source Order Entry
Required Y/N
Purchase Order Ship Source Type Non-Delivery Invoice
Required Y/N Source

Pricing Demand Class Credit Method For

Price List Scheduling Level Invoices With Rules
Enforce Price Auto Schedule Y/N Split Term Invoices
List Y/N
Credit Check Rule Inspection
Required Y/N
Ordering Receivables Transaction Mumbai Invoice
Type
Checking Cost of Goods Sold
Account
Currency INR
Currency Conversion
Type

Assign Line Flows

Line Type Item Type Process Name Start Date
Return Line Line Flow - Return for Credit with 25-FEB-2009
Receipt

<ORDER LEVEL TRANSACTION TYPE>

Operating Unit Transaction Type Description Sales Effective Date Effective

Document Start Date End
Type

Fulfillm Negotiati Default Layout Contrac Retain

ent on Flow Transaction Template t Document
Flow Phase Templat Number
e

Order
Flow -
Generic

tab tab tab

Main Shipping Finance
Document Warehou Mumbai Rule
se
Operating Unit Transaction Type Description Sales Effective Date Effective
Document Start Date End
Type

Fulfillm Negotiati Default Layout Contrac Retain

ent on Flow Transaction Template t Document
Flow Phase Templat Number
e
Agree Shipping Invoicing Rule
ment Method
Type
Default Shipment Accounting Rule
Order Priority
Line
Type
Default Return Line Freight Source
Return Terms
Line
Type
Agree FOB Invoice Source Order Entry
ment
Requir
ed Y/N
Purcha Ship Non-Delivery
se Source Invoice Source
Order Type
Requir
ed Y/N

Pricing Demand Credit Method For

Class
Price Scheduli Invoices With
List ng Level Rules

Enforc Auto Split Term

e Price Schedule Invoices
List Y/N
Y/N
Credit Check Rule Inspectio
n
Required
Y/N
Orderi Receivables Mumbai Invoice
ng Transaction
Type
Checki Cost of Goods
ng Sold Account
Currency INR
Currency
Conversion
Type

Assign Line Flows

Line Type Item Type Process Name Start Date

Transaction Type-Order & Line Included in Appendix

WSH: Define Shipping Documents

Shipping>Setup>Document Sets
Form
Name
Document Sets
Process: Business Area: Date:
Shipping Execution Document Sets 10-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
WSH-4 <Priority (H, M, L)>

Description:
> (All Pick Release Documents)
Document Set

Description

Usage

Effective Dates:
From

Effective Dates:
To

l
Printing Method

Documents:

Seq Application Report Name Description

10

20

30

<Shipping Document Sets> (Ship Confirm Documents)

Document Set

Description

Usage

Effective Dates:
From

Effective Dates:
To

Printing Method

Documents:
Seq Application Report Name Description

10 Shipping Execution Packing Slip Report Packing Slip Report

WSH: Define Release Sequence Rules

Shipping>Setup>Picking>Release Sequence Rules

Form
Name
Release Sequence Rules
Process: Business Area: Date:
Shipping Execution Release Sequence Rule 10-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
WSH-5 <Priority (H, M, L)>

Description: Use this form to define valid printers for all picking and shipping documents at Site, Application,
Responsibility, and User levels. You can assign shipping documents and selected reports to specific printers. For
example, you can assign pick slips and pack slips to your warehouse tractor feed printer, your mailing labels to a tractor
feed printer stocked with blank labels, and other documents to a laser printer in your order entry office.
<Release Sequence Rules>
Rule

Description

Effective Dates:
From

Effective Dates: To

Release Priority Ascending Descending

Priority

2 Yes
Order

Outstanding Invoice
Value

1 Yes
Schedule Date

Departure
Date

Shipment
Priority
WSH: Define Release Rules

Shipping>Setup>Picking>Define Release Rules Form

Form
Name
Release Rules
Shipping Execution Business Area: Date:
Release Rule 10-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
WSH-6 <Priority (H, M, L)>
Description: Mumbai Release Rule (Distribution)
Rule

Effective: From

Effective: To

Release Criteria

Order: Order Type

Order: Orders All

Order: Order Number

Order: Ship Set

Order: Customer

Order: Ship To

Order: Item

Order: Prior Reservations Only

Order: Schedule Ship Dates:

From

Order: Schedule Ship Dates: To

Order: Requested Dates: From

Order: Requested Dates: To

Shipping: Ship Method

Shipping: Shipment Priority

Shipping: Ship From

Shipping: Include Assigned Lines

Shipping: Document Set

Shipping: Release Sequence

Rule

Shipping: Auto Pack

Rule

Shipping: Autocreate Deliveries

Shipping: Autocreate Delivery

Criteria

Shipping: Auto Pick Confirm

Shipping: Autopack Delivery

Shipping: Ship Confirm Rule `

Shipping: Append Deliveries

Inventory: Warehouse

Inventory: Subinventory

Inventory: Pick Slip Grouping

Rule

Inventory: Allocation Method

Inventory: Cross Dock Criteria

Inventory: Project

Inventory: Task

Inventory: Auto Allocate Yes

Inventory: Plan Tasks

Inventory: Task Priority

Inventory: Pick From:

Subinventory

Inventory: Pick From: Locator

Inventory: Default Stage: Staging

Subinventory

Inventory: Default Stage:

Locator

Warehouse Pick Release Rule Order: Order Type Shipping: Ship From
Warehouse Pick Release Rule Order: Order Type Shipping: Ship From
Warehouse Pick Release Rule Order: Order Type Shipping: Ship From
WSH: Define Pick Slip Grouping Rules
Shipping>Setup>Picking>Define Pick Slip Grouping Rules
Pick Slip Grouping Rules
Process: Business Area: Date:
Shipping Execution Pick Slip Grouping Rule 10-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
WSH-7 <Priority (H, M, L)>
Description:
<Pick Slip Grouping Rules>
Rule Name

Description

Effective Dates: From

Effective Dates: To

Group By: Order

Number

Group By: Customer

Group By: Ship To

Group By: Carrier

Group By: Source Subinv

WSH: Define Ship Confirm Rules
Shipping>Setup>Ship Confirm Rules
Ship Confirm Rules
Process: Business Area: Date:
Shipping Execution Ship Confirm Rule 15-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
WSH-8 <Priority (H, M, L)>
Description:
<Pick Slip Grouping Rules>
Ship Confirm Rule

Effective Dates: From

Effective Dates: To

Ship Options Action

Ship Options
Unspecified Quantities

Create Delivery for

Staged Quantities

Ship Method Default

Option

Set Delivery In Transit

Close Trip

Document Set
WSH: Define Shipping Parameters
Shipping>Setup>Shipping Parameters
Shipping Parameters
Process: Business Area: Date:
Shipping Execution Shipping Parameters 18-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
WSH-9 <Priority (H, M, L)>

Description: Use this form to define the default shipping parameters for the following
warehouses:
<Shipping Parameters> (GENERAL)

Parameter Value

Weight UOM Class

Volume UOM Class

Percent Fill Basis

Export Compliance
Screening

Enable Workflows

Raise Business Events

Enable Ship to Deliver

Workflow

<Shipping Parameters> (PICK RELEASE)

Parameter Value Parameter Va

Sta
Release Sequence Rule Default Stage
Subinventory

Pick Slip Grouping Rule Default Stage Locator

Print Pick Slip Number of Pick Slip Lines

Yes
Default Pick Release Document Auto Allocate
Set

Yes
Autocreate Deliveries

Yes
Enforce Ship Sets and Ship
Models

Plan Tasks

<Shipping Parameters> (SHIPPING TRANSACTION)

Parameter Value Parameter Valu

No
Default Ship Confirm Auto-Pack options
Document Set

Ship confirm Rule Goods Dispatched Account

Enforce Packing in
Containers

<Shipping Parameters> (DELIVERY)

Parameter Value Parameter Valu

Ship From Location Ship To Location

Customer Intermediate Ship To

Location

Freight Terms Ship Method

FOB Code Autocreate delivery Criteria

Appending Limit
WSH: Define Container Load Details

Shipping>Setup>Container Load Details

Form
Name
Container-Item Relationships
Process: Business Area: Date:
Shipping Execution Container Load Details 11-Dec-2008
Control Number: Priority (H, M, L): Process Owner:
WSH-10 <Priority (H, M, L)>

Description: :
TAX: Define Lookup Codes

(N) Tax Administrator>Advanced Setup Options>Tax

Lookup Codes
Form
Name
Lookup Types
Process: Business Area: Date:
Shipping Execution Freight Carriers 10-Mar-2009
Control Number: Priority (H, M, L): Process Owner:
TAX-1 <Priority (H, M, L)>

Description:
WSH: Define Freight Carriers

Shipping>Setup>Freight Carriers, Cost Types>Freight

Carriers
Form
Name
Carriers
Process: Business Area: Date:
Shipping Execution Freight Carriers 12-Dec-2008
Control Number: Priority (H, M, L): Process Owner:
WSH-11 <Priority (H, M, L)>

Description: Use <Carriers>

Name Short Name SCAC Code

(Services)
Service Level Mode Ship Method

Organization Assignments
Select Ahmedabad (B14)

(Addresses/Sites)

New
(Address)
Country Address1 Address2 Address3 City State

(Contacts)
Last Name First Name Title Job Title Email Address

(Contact Telephones)
Country Code Area Code Telephone Number Extension Type

Organization Assignments
Select Ahmedabad (B14)

(Classification)
Category

Carrier
WSH: Roles in Shipping Execution
Shipping>Setup>Grants and Role Definitions>Define Roles
Shipping Execution Role Definition
Process: Business Area: Date:
Shipping Execution Roles in Shipping Execution 17-Feb-2009
Control Number: Priority (H, M, L): Process Owner:
WSH-12 <Priority (H, M, L)>

Description:
Name Description

Deliveries

Lines/LPNs

Name Description
WSH: Grants in Shipping Execution
Shipping>Setup>Grants and Role Definitions>Grants
Shipping Execution Grants
Process: Business Area: Date:
Shipping Execution Grants in Shipping Execution 18-Feb-2009
Control Number: Priority (H, M, L): Process Owner:
WSH-13 <Priority (H, M, L)>

Description:

User Role Org Start Date End Date Role Description

OM: Define Quick Codes
Setup>Quick Codes>Order Management
Order Management Lookups
Process: Business Area: Date:
Order Management Quick Codes 10-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
OM-10 <Priority (H, M, L)>

Type

Meaning

Application

Description

Access Level

Code Meaning Description Tag Effectiv

Type

Meaning

Application

Description

Access Level

Code Meaning Description Tag Effectiv

Type

Meaning

Application

Description

Access Level

Code Meaning Description Tag Effectiv

Meaning

Application

Description

Access Level

Code Meaning Description Tag Effectiv

Type

Meaning

Application

Description

Access Level

Code Meaning Description Tag Effectiv

Meaning

Application

Description
Access Level

Code Meaning Description Tag Effectiv

OM: Define Descriptive Flexfields
Setup>Financials>Flexfields>Descriptive>Segments
Descriptive Flexfield Segments
Process: Business Area: Date:
Order Management Descriptive Flexfield 10-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
OM-11 <Priority (H, M, L)>
Description:
Application

Flexfield Title

Freeze Flexfield Definitions

Segment Separator

Structures
Code Name Description

Global Data Elements Global Data Elements Global Data Element Context

Segments
Segments Summary
Number Name Window Column Value Set Displa
Prompt

Open
Segments
Name Enabled Yes

Column

Description

Number

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
10
Display Size
 Description Size 50

Concatenated Description
25
Size

Prompts
List of Values

Window

Open
Form
Name
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size 50

Description Size 50

Concatenated Description
25
Size

Prompts
List of Values

Window

Application
Flexfield Title

Freeze Flexfield Definitions

Segment Separator

Structures
Code Name Description

Segments Summary
Number Name Window Prompt Column Value Set Displa

Open
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number 10

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size

Description Size

Concatenated Description
Size

Prompts
Open
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number 20
Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size 50

Description Size 50

Concatenated Description
25
Size

Prompts
List of Values

Window

Open
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number 30

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size 50

Description Size 50

Concatenated Description
25
Size
Prompts
List of Values

Window

Open
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number 40

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size 50

Description Size 50

Concatenated Description
25
Size

Prompts
List of Values

Window

Open
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number 50
Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size 50

Description Size 50

Concatenated Description
25
Size

Prompts
List of Values

Window

Application

Flexfield Title

Freeze Flexfield Definitions

Segment Separator

Structures
Code Name Description

Segments
Segments Summary
Number Name Window Prompt Column Value Set Displa

Open
Segments
Yes
 Yes

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Sizes
Display Size

Description Size

Concatenated Description
Size

Prompts
List of Values

Window

Open
Form
Name
Segments
Name Enabled

Column Displayed

Description

Number

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size

Description Size
 Concatenated Description
Size

Prompts
List of Values

Window

Open
Form
Name
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number 30

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size

Description Size

Concatenated Description
Size

Prompts
List of Values

Window

Open
Form
Name
Segments
Name Enabled Yes
Column Displayed Yes

Description

Number

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size 10

Description Size

Concatenated Description
Size

Prompts
List of Values

Window

Open
Form
Name
Segments
Name Enabled

Column Displayed

Description

Number

Validation
Sizes
Display Size

Description Size

Concatenated Description
Size

Prompts
 List of Values

Window

Open
Form
Name
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number 60

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Sizes
Display Size

Description Size

Prompts
Open
Form
Name
Segments
Name Enabled

Column Displayed

Description

Number

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description
Sizes
Display Size

Description Size

Concatenated Description
Size

Prompts

Context Field

Prompt

Value Set

Default Value

Reference Field

Sunchronize with Reference

Field

Structures
Code Name Description

Segments
Segments Summary
Number Name Window Prompt Column Value Set

Open
Segments
Enabled

Displayed

Description

Number

ValidationDefault Type Security Enabled

Required Range

Description

Sizes
Display Size

Description Size

Concatenated Description
Size

Prompts
List of Values

Window

Open
Form
Name
Segments
Name Enabled Yes

Column Displayed Yes

Description

Number

Validation
Value Set Default Value

Default Type Security Enabled

Required Range

Description

Sizes
Display Size

Description Size

Concatenated Description
Size

Prompts
List of Values

Window
Application

Flexfield Title

Freeze Flexfield Definitions

Segment Separator

Context Field

Prompt

Value Set

Default Value

Reference Field

Sunchronize with Reference

Field

Structures
Code Name Description

Segments
Segments Summary
Number Name Window Prompt Column Value Set

Open
Segments
Yes

Yes

Number 10

Validation
 Default Value

Security Enabled

Range

Sizes
Display Size

Description Size

Concatenated Description
Size

Prompts
List of Values

Window
SYS: System Profile Options
System Administrator: Profile > System

Process: Business Area: Date:

Common Setup Tasks Profile Options 10-Nov-2008
Control Number: Priority (H, M, L): Process Owner:
OM-12 <Priority (H, M, L)>
System Profile Options
Profile Site Application Responsibility

GL: Ledger Name

HR: User Type

MO: Operating Unit
OM: Customers

Customers>Standard
Process: Business Area: Date:
Order Management Internal Customer Sites
Control Number: Priority (H, M, L): Process Owner:
OM-13 <Priority (H, M, L)>

Description: .

Create

Customer Information
Organization Name

Alias

Name Pronounciation

D-U-N-S Number

URL

Context Value

Account Information
Account Number

Account Type

Account Description

Profile Class

Business Unit

Context Value

Account Site Address

Country

Address 1

Address 2

Address 3

City/Town

Place
District

State

PIN Code

Address Description

Account Site Details

Operating Unit

Reference

Category

Territory

Translation

EDI Location

Context Value

Business Purposes
Purpose

Location

Primary

Bill To Location

Bill To Site Use Details

Sales Territory

Payment Terms

Salesperson No Sales Credit

Contact

SIC Code

Ship To Site Use Details

Order Type

Sales Territory

Payment Terms

Salesperson
Contact

Internal Location

Internal Organization

Countr Address 1 Address 2 Address City/To Distri State PIN Bill Locatio Primar Shi
y 3 wn ct Code To n y pT
Countr Address 1 Address 2 Address City/To Distri State PIN Bill Locatio Primar Shi
y 3 wn ct Code To n y pT

Bill To Site Use Details

Countr Address 1 Address 2 Address City/To Distri State PIN Bill Locatio Primar Shi
y 3 wn ct Code To n y pT
Countr Address 1 Address 2 Address City/To Distri State PIN Bill Locatio Primar Shi
y 3 wn ct Code To n y pT
OM: India Localization Customer Tax Information

India Localization>Customers>Additional Information

Form
Name
Customer Tax Information India Localization
Process: Business Area: Date:
Order Management Customer Tax Information 10-Dec-2008
Control Number: Priority (H, M, L): Process Owner:
OM-14 <Priority (H, M, L)>

Description:

Operating Customer Address Item Category CST Reg No

Unit Name List

Dist Sales
OM: India Localization VAT Document Sequencing
India Localization>India TCS/VAT/Service Tax>Setup>VAT
Document Sequencing
Document Sequencing Setup
Management Business Area: Date:
VAT Document Sequencing 10-Dec-2008
Control Number: Priority (H, M, L): Process Owner:
OM-15 <Priority (H, M, L)>

Description:

Registrati Organization Location Effective Effective Document Document Start

on Name From To Type Type Name Number
Number
Registrati Organization Location Effective Effective Document Document Start
on Name From To Type Type Name Number
Number
Registrati Organization Location Effective Effective Document Document Start
on Name From To Type Type Name Number
Number
Registrati Organization Location Effective Effective Document Document Start
on Name From To Type Type Name Number
Number
Form Personalizations

India Localization>Sales Order >Orders / Returns

(Localized)>Help >Diagnostics>Custom Code>Personalize
Form
Name
Sales Order India Localization
Business Area: Date:
Order Management 10-Apr-2009
Personalization
Control Number: Priority (H, M, L): Process Owner:
OM-16 <Priority (H, M, L)>
Description:
 Sequen Description Level Trigger Event Trigger Object Condition Processing Mode
ce No.

Sequen Description Level Trigger Event Trigger Object Condition Processing Mode
ce No.

Oracle Order Management > Orders / Returns > Sales Orders>

Help >Diagnostics>Custom Code >Personalize
Sales Orders
Description
Sequ Descriptio Level Trigger Trigger Object Condition Processing
ence n Event Mode
No.

Sequ Type Descrip Language Object_Type Target Property Name Value

ence tion Object
No.

Code >Personalize
Order Organizer
Description
Seq Descri Leve Trigger Trigger Conditi Processing Mode
uen ption l Event Object on
ce
No.
Actions

Value

FALSE

FALSE

Value
 TRUE

TRUE

Actions
Property Name Value

Processing Mode
Both
Actions
Seq Type Desc Language Object_ Target Property Name Value
uen ripti Type / Object
ce on Builtin /
No. Type Argum
 ent

Oracle Order Management >Shipping > Transactions > Help

>Diagnostics>Custom Code >Personalize
Shipping Transactions Form
Description:

Seq Descri Leve Trigger Trigger Condit Processing

uen ption l Event Object ion Mode
ce
No.

Seq Type Descr Langu Object_T Target Property Value

uen iption age ype / Object Name
ce Builtin /
No. Type Argu
ment

1
 India Localization >Shipping > Ship Confirm (Localized)>
Help >Diagnostics>Custom Code >Personalize
Form
Name
Confirm Shipment India Localization
Description:
Sequ Descripti Level Trigger Trigger Condition Processi
ence on Event Object ng Mode
No.

Actions
Sequ Type Descript Language Object_Type Target Object / Property Value
ence ion / Builtin Argument Name
No. Type
WSH: Define Custom Folder

Shipping>Transactions>Define Custom Folder

Form
Name
Shipping Transactions
Business Area:
Custom Folder
Control Number: Priority (H, M, L):
<Priority (H, M, L)>

Description:
WSH: Assign Custom Folder to responsibility

System Administrator>Application>Administer Folders

Form
Name
Default Folders by Responsibility
Process: Business Area: Date:
Shipping Execution Custom Folder 14-Apr-2009
Control Number: Priority (H, M, L): Process Owner:
<Priority (H, M, L)>

Description:
Responsibility Application Folder Set Folder Language
Responsibility Application Folder Set Folder Language
Responsibility Application Folder Set Folder Language
Responsibility Application Folder Set Folder Language
Appendix
The following table shows the list of order line types setup in the system

Operatin Transactio Description Sales Effective Effective Date Order Tr

g Unit n Type Document Date Start End Category n
Type Co

The following table shows the list of order types setup in the system

Operati Transa Descripti Sales Effecti Effecti Order Transa Fulfillme Wareh Default Default
ng Unit ction on Docum ve ve Categ ction nt Flow ouse Order Return
Type ent Date Date ory Type Line Line
Type Start End Code Type Type
Operati Transa Descripti Sales Effecti Effecti Order Transa Fulfillme Wareh Default Default
ng Unit ction on Docum ve ve Categ ction nt Flow ouse Order Return
Type ent Date Date ory Type Line Line
Type Start End Code Type Type
Operati Transa Descripti Sales Effecti Effecti Order Transa Fulfillme Wareh Default Default
ng Unit ction on Docum ve ve Categ ction nt Flow ouse Order Return
Type ent Date Date ory Type Line Line
Type Start End Code Type Type
Operati Transa Descripti Sales Effecti Effecti Order Transa Fulfillme Wareh Default Default
ng Unit ction on Docum ve ve Categ ction nt Flow ouse Order Return
Type ent Date Date ory Type Line Line
Type Start End Code Type Type
Operati Transa Descripti Sales Effecti Effecti Order Transa Fulfillme Wareh Default Default
ng Unit ction on Docum ve ve Categ ction nt Flow ouse Order Return
Type ent Date Date ory Type Line Line
Type Start End Code Type Type
Open and Closed Issues

OpenIssues
1. <Description of issue>

ClosedIssues
1. <Description of issue>