Steps to Setup New Order Type in Oracle Order Management

 In this Example I am doing Setup for iStore.

Step1:

Profile Option Setup

Select the Responsibility Application Developer and Navigate System Profile Navigate to >Profile>System

Open the profile Form and Query for User Profile Name ‘Sequential Numbering’

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• Sql validation Item should hav following Text
• SQL=”SELECT MEANING \”Sequential Numbering\”,lookup_codeInto :visible_option_value,:profile_option_value from fnd_lookups  where lookup_type=’SEQ_NUMBERS’”  COLUMN=”\”Sequential Numbering\”(*)”‘
• Go to System Administrator Access and select the following check boxes
• Site - Visible , Updatable
• Application - Visible , Updatable
• Responsibility - Visible , Updatable
• (Above setup is not required if profile is already Visible and Updatable.)

 

Step2: Profile value Setup

 Select the Responsibility SysAdmin and Navigate System Profile Option

•  Navigate to >Profile>System

• Query (From Find Window) for profile Option Sequential Numbering

 

Sequential Numbering should set to a value ‘Partially Used’ at Site Level.

 

 

Step3: Order Type Setup

Navigate to Order Management Responsibility where you want to define the New Order Type

(In My Case Order Management Super User, Vision Services (USA) and I am defining Order Type iStore Order Type)

Navigate to the Transaction Type and select ‘Define’

Navigator > Transaction Types > Define

• Define the New Order Type ‘iStore Order Type’ .

• Attach the Default Order Line Type and default Pricelist (if required) in Main Tab.

• Attach the Order Workflow

• Assign the Line Flows (From Button Assign Line Flows).

• Enter the Required Details for Shipping and Finance Tabs.

 

 

Step4: Define the Document Sequence for the Order Type (Define in Step3)

Navigate to the Documents and Select the ‘Define’

Navigator >Documents>Define

Define the Document Sequence for iStore Order Type

• Name: iStore Order Type (LOV)

• Application: Oracle Order Management (LOV)

• From Date: Enter your From Effective Date

• To Date: usually leave that Null

• Type: Automatic (Drop Down List)

• Message: Select this Check box

• Initial Value: Enter the Number from where you want to start Order No.

Set the Initial Value to any value from where you want to start the Order Numbers

 

 

Step5: Assign the Document Sequence for the Order Type (Define in Step4)

Navigate to Assign Document Sequence

Navigator > Documents>Assign

 

Go to Tab Document and Enter

• Application: Oracle Order Management(LOV)

• Category: iStore Order Type(LOV)

• Set of Books: Vision Services (USA) (LOV)

• Method: Null

 

Go to Tab Assignment and Enter

 

• Application: Oracle Order Management (LOV)

• Category: iStore Order Type (LOV)

• Start Date: Enter Start Date

• Sequence: iStore Order Type (LOV)