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BR.100 ORDER MANAGEMENT
APPLICATION SETUP
Project
Order Management
Author:
Creation Date:
Last Updated: NOV 18, 2010
Document Ref: BR100
Version: 2.1
Approvals:
Document Control
Change Record
1
Date Author Version Change Reference
6-Jul-2010 Steven Huang 1.0 No previous document
27-Jul-2010 Steven Huang 1.2 Add one more step for Form personalization
23-Aug-2010 Steven Huang 1.3 Updated after SIT2
19-Oct-2010 Steven Huang 2.0 Final update after SIT3
18-Nov-2010 Steven Huang 2.1 Update for Signoff
Reviewers
Name Position
Distribution
Copy No. Name Location
1
2
3
4
Note to Holders:
If you receive an electronic copy of this document and print it out, please write your name on the
equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for
document control purposes.
Contents
Document Control..............................................................................................................................................2
OM-01: Define Profile Options.........................................................................................................................5
OM-02: Define Parameters................................................................................................................................7
OM-03: Define Quickcodes...............................................................................................................................8
OM-04: Setup Currency Conversion Lists......................................................................................................14
OM-05: Define Pricing Formulas - N/A.........................................................................................................15
OM-06: Define Price Lists..............................................................................................................................16
OM-07: Define Modifiers................................................................................................................................19
OM-08: Define Credit Check Rules................................................................................................................22
OM-09: Define Order & Line Transaction Types..........................................................................................24
OM-10: Define and Assign Order Document Sequences...............................................................................25
OM-11: Define Attachment Document Categories........................................................................................26
OM-12: Define Attachment Documents.........................................................................................................27
OM-13: Define Holds......................................................................................................................................28
OM-14: Defaulting Rules................................................................................................................................31
OM-15: Define Processing Constraints...........................................................................................................35
OM-16: Define Freight Carriers......................................................................................................................37
OM-17: Shipping Roles Definitions................................................................................................................41
OM-18: Shipping Roles Grants.......................................................................................................................44
OM-19: Release Sequence Rules....................................................................................................................45
OM-20: Pick Slip Grouping Rule....................................................................................................................46
OM-21: Define Release Rules.........................................................................................................................47
OM-22: Define Shipping Document Categories.............................................................................................48
OM-23: Define Shipping Document Sequences.............................................................................................49
OM-24: Assign Shipping Document Sequences.............................................................................................50
OM-25: Define Document Sets.......................................................................................................................51
OM-26: Define Shipping Calendar.................................................................................................................54
OM-27: Ship Confirm Rules...........................................................................................................................55
OM-28: Define Shipping Tolerances - NA.....................................................................................................57
OM-29: Shipping Parameters..........................................................................................................................58
OM-30: Define Shipping Global Parameters..................................................................................................61
OM-31: COGS Account Generator.................................................................................................................62
OM-32: Define Descriptive Flexfields............................................................................................................63
OM-33: Form Personalization.........................................................................................................................64
Open and Closed Issues for this Deliverable..................................................................................................65
Open Issues...............................................................................................................................................65
Closed Issues.............................................................................................................................................65
BR.100A Order Management Application Setups Doc Ref:
OM-01: Define Profile Options
Sysadmin>Profiles>System
Personal Profile Values
XXXX Process:
Order to Cash
Business Area:
Order Management
Date:
06-JUL-2010
Control Number: Priority (H,M,L): Process Owner:
Description: Use this form to define site, application and responsibility profile settings.
Profile Option Name Site Level
Application Level Responsibility Level User Level
Name Value Name Value Name Value
OM: Default Salesrep No Sales Credit
OM: AutoSchedule No
OM: Authorized To Override ATP
OM: Enable Related Items and Manual
Substitutions
No
OM: Invoice Numbering Method Automatic
OM: Add Customer All None None None
OM: Over Return Tolerance 0
OM: Over Shipment Tolerance 5
5
OM: Item Flexfield System Items
OM: Negative Pricing Yes
OM: Notification Approver
OM: Sales Order Form: Cascade
Header Changes to Line
Automatic
OM: Source Code-2 ORDER ENTRY
OM: Source Code ORDER ENTRY
OM: Show Line Details Yes
OM: Under Return Tolerance 0
OM: Under Shipment Tolerance 0
OM: Use Configurator Yes
OM: View Cancel Lines Yes
OM: View Closed Lines Yes
OM: View Intercompany AR Invoice Yes
OM: Sales Order Form: Restrict
Customers
Current Organization
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