OM to AR Dependent Setups in EBS R12 Part1

In Any Business to generate/create Customer invoice we should have Sales Order from Customer. Now we are going to explain what are the basic setups required to complete the flow from Sales order till Customer invoice in Oracle EBS R12.

In a bird’s eye view below snapshot shows the dependence setups

Pre-Requisites:

    Legal Entity Setup to be completed   Ledger Setup to be completed

    Operating unit’s setup to be completed

    Security profiles setup to be completed

• Profile options

For any module profile options are mandatory setup which has to be followed

N:> System Administrator→ Profile→ System

In Profile field enter these details:

• GL%Led%NA%
• HR%User%
  
• HR%Sec%
• HR%Bus%
• MO%Oper%Unit%
• MO%Defaul %
• MO%Sec%

So that the final output will appear as below

• SYSTEM PARAMETERS

We have to enable our Inventory in Item Validation Organization follow below navigation

N:> Order Management→ Setup→ Shipping Parameters→ Define

Query for Item Validation Organization and provide the inventory organization you prefer to connect and save the form

• SHIPPING PARAMETER

we need to setup OM Shipping parameter as we required

N:>Order Management→ Setup→ Shipping→ Shipping Parameters

Provide the details as below for corresponding tabs in Shipping Parameters

The sub inventory is XXSUBINV so that it will be the default staging for the goods

• Auto create Deliveries

• What happens if selected?

Pick release automatically creates deliveries based on the delivery grouping rules and assigns

delivery lines to them. When pick releasing, the Auto create Deliveries check box in the pick release form defaults to this parameter setting if you enter a warehouse. If you do not enter a warehouse, pick release uses this parameter setting from the organization of the warehouse on each sales order line.

• What happens if Cleared?

Pick release does not automatically create deliveries.

• Auto Allocate check boxes

• What happens if Selected?

Pick release creates move orders and automatically allocates them.

• What happens if Cleared?

Pick release creates move orders. You must manually allocate the order lines using the Inventory Transact Move Orders window fill rest of the submenus.

Shipping transaction:

• Default Ship confirmation document set: Ship Confirmation documents
• Auto-pack options: Yes
• Enforcing Packing in containers: No
• Delivery Grouping attributes: Enable check box for customer
  

Save and close the form.

SYSTEM OPTIONS:

Here we are going to connect general Ledger and Operating Unit.

N:> Order Management→ Setup→ Customers→ System Options

If we have single operating unit it will show as default as below, if multiple please select any one of your choice. We can setup this from Receivables Responsibility also.

• In case the Operating Unit doesn’t show up, indicates that there is the problem with your Multi Org.
• Check completely the Multi Org setups to solve it.
• Provide the general ledger name in NAME field and account details in the account fields respectively

Will continue…. further with Part 2

Naveen Ravella

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