OM to AR Dependent Setups in EBS R12 Part 2

TRANSACTION TYPES

Let’s create a new Transaction type which are used to associate workflows for various phases of sales order processing. Follow the below navigation to create the transaction types.

N:> Order Management→ Setup→ Transaction Types→ Define

• Enter either Order or return for the Order Category depending on whether your new line type is for sales lines or return lines.
• The value Mixed is selected for order type which can contain both sales order and return lines
• Let’s create a Transaction Line for understanding

• Create Transaction Type as shown below. We have to link XXX_Transaction_Line (created in above screen shot) to XXX_Transaction_Order

• Order Category: Order
• Sales Document Type: Sales Order
• Transaction Type Code: ORDER
• Fulfillment Flow: Order Flow – generic
  
• Effective Date: Today
• Default Transaction Phase: Fulfillment
• In shipping tab mention the below details as well.

• Click on ‘Assign line Flows’

• Line Type: Attach the Line created ‘XXX_Transaction_Line’

• Process Names: Line Flow – Generic as below.

Click ‘Validate Workflow’ button

A concurrent program runs on the background and save the dialog box.

ASSIGN DOCUMENT SEQUENCE & ASSIGN

• Let’s create a sequence for a document which will be followed for the sales order.

N:> Order Management→ Setup→ Documents→ Define

• Assign document sequence
  

N:>Order Management → Setup→ Documents→ Assign

• Mention the transaction type and sequence name we created

CREATE A PRICE LIST:

In oracle R12 in order to create a price list we have to add new responsibility called Oracle Pricing Manager, hence create a new responsibility from the system administrator- security define and assign to the user as below

Assign the responsibility to the user

• Now switch the responsibility to XXX_Adv_Pricing → Price List→ Price List Setup

• Make sure below Profile Options before creating the Price List

Profile Options:

• QP: Pricing Transaction Entity = Order Fulfillment

• QP: Source System Code = Oracle Pricing
  

• Here the product attribute feature updates the priority depending upon the Item Category, Item Number and All Items etc., depending on which the price will be taken. Save and close the form

Provide Grants to the USER

Provide Grants to the USER by following navigation.

N:> Order Management > Setup > Grants and Role Definitions > Grants

To be continued in Part 3…..

Naveen Ravella

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