Oracle R12 Apps - Order Management Module Setup Steps:

Refer: http://learnoraclecsbscm.blogspot.com

Step # Setup Description Remarks

Define key and descriptive
flexfields to capture additional
Prerequisite setup for
1 Define Flexifield information about orders and
Order Management.
transactions, defined in Oracle
Inventory
Define multiple organizations
2 Define Multiple Organization in Oracle Inventory, if multiple Optional
organizations.
Define inventory
Define Inventory organizations, parameters, Prerequisite setup for
3
Organization subinventories and picking Order Management.
rules in Oracle Inventory.
Set up your Cost of Goods Sold Required. If planned to
Accounting Flexfield use the COGS
4 Define COGS
combination (COGS Account) Recognition
in Oracle Inventory. Functionality.
Define profile options to
specify certain
5 Set Profile Options implementation parameters, Required
processing options and system
options.
Set Order Management
Parameters to validate items,
5 Define System Parameters Required
enable customer relationships
and operating unit defaults.
Define invoicing information,
including payment terms,
Define Invoice Transaction invoicing and accounting
6 Required
Types rules, Autoaccounting
parameters, territories and
invoice sources.
Define information on sales
7 Define Sales Persons Optional
representatives.
Define tax features, such as
8 Define Tax codes, rates, exceptions and Required
exemptions.
Define QuickCodes that
9 Define Quick Codes provide custom values for Required
many lists of values
 throughout Order
Management.
Define order and line
processing flows to meet
10 Define Workflow Required
different order and line type
requirements.
Define sources for importing
11 Define Order Import Sources orders into Order Required
Management.
Define the units of measure Prerequisite setup for
12 Define Unit of Measure
for supply of items. Order Management.
Define item information,
including item attribute Prerequisite setup for
13 Define Item Information
controls, categories and Order Management.
statuses.
Define the items that are sold, Prerequisite setup for
14 Define Items
as well as container items. Order Management.
Define item cross references
Required. If planned to
for ordering by customer part
15 Define Item Cross Reference use the Cross
number or any generic item
Reference functionality.
number.
Define price lists for each
16 Define Pricing combination of item and unit Required
of measure.
Required. If planned to
Define customer profile
17 Define Customer Classes use the Customer
classes.
Profiles functionality.
Define customer with
18 Define Customers Required
information
Define your credit checking Required if planned to
19 Define Credit Check rules. use any type of order
credit checking.
Required if planned to
Define automatic holds to
20 Define Credit Hold use automatic hold for
apply to orders and returns.
orders or returns.
Define Order Management
21 Define Transaction Types transaction types to classify Required
orders and returns.
Define Document Sequences
Define Document
22 for automatic or manual Required
Sequences
numbering of orders.
Define processing constraints
to prevent users from adding
Define Processing
23 updating, deleting, splitting Optional
Constraints
lines and cancelling order or
return information beyond
 certain points in the order
cycles.
Define defaulting rules to
determine the source and
24 Define Defaulting Rules prioritization for defaulting Optional
order information to reduce
the time & Manual entry.
Define standard documents to
25 Define Attachments attach automatically to orders Optional
and returns.
Define freight charges and Required if planned to
Define Freight Charges and
26 freight carriers to specify on use charging customers
Carriers
orders. for freight.
Define shipping parameters in
27 Define Shipping Parameters Required
Oracle Shipping Execution.
Define Grants & Roles to
28 Define Grants & Roles Required
users.

Please visit my blog for more details: http://learnoraclecsbscm.blogspot.com