Basic Setups

Basic Setups

In Advance Pricing, we’ll be starting with some basic setups in Order Management.

Create MOAC for Accounts Receivables, Order Management & Advance Pricing

Navigate to Sys Admin > Security > Responsibility > Define & give details as shown below

Set the Profile option for these responsibilities. Navigate to Profile > System

As Advance Pricing is done at Organization level, so we are not setting up any Multi Org Profile Options for it. Here give Master Inventory Organization Name

Now assign these responsibilities to users

Setups in Order Management

1.)   Define System Options in AR. Navigate to AR Responsibility > Setup > System > System Options & give details as shown below

2.)   Define System Parameters: Switch to Order Management Responsibility & navigate to Setup > System Parameters > Values à Uncheck Show All Check box & Search for Category as Generic Parameters & give details as shown below

Here we are using Master Inventory Organization Name

3.)   Define Transaction Types: In OM, transaction types used are of 2 types – Line & Order. Line Transaction types are used to determine workflows to process sales order lines whereas Order transaction types are used to determine workflows to process sales order headers.

Navigate to Setup > transaction Types > Define

Give details as shown above & save the record. Again create a transaction type for header & give details as shown below

Here fulfillment flow is for processing the orders whereas negotiation flow is for processing the negotiatiable orders.

Click on Assign line flows & give details as shown below

When we define an order transaction type, system internally generates a document category with the same name as order transaction type. We can use this document category to generate order numbers automatically by assigning a document sequence.

Navigate to Setup > Documents > Categories & query for the order transaction type

Next is to define document sequence. Navigate to Setup > Documents > Define & give details as shown below

Now assign this document sequence to document categories. Navigate to Setup > Documents > Assign  & give details as shown below

Now click on Assignment tab & give sequence name

Next is to define shipping parameters for picking & shipping activities. Navigate to Setup > Shipping > Shipping Parameters & give details as shown below