Setup Order Types

Setup Order Types

ORACLE Order Entry
----------------

ORDER TYPES - SET-UP REQUIREMENT OVERVIEW

Introduction
------------

Defining Order Types
Order types are required for entering orders and returns because they
specify processing rules and order entry defaults.

You assign an order cycle to each order type to control the order processing and
to provide default values for this order type.

The values you define for an order type can be defaulted to orders
when you assign an order type, depending on how you define your
standard value rule sets.

You can attach a standard value rule set to anorder type.

Prerequisites
-------------

Define all QuickCodes. See: Defining QuickCodes: page 1 – 23.
 
Define freight carriers. See: Defining Freight Carriers, Oracle Inventory User’s
Guide.
 
Define organizations. See: Creating an Organization, Oracle Human Resources
Management Systems User’s Guide.

Define order cycles. See: Defining Order Cycles: page 1 – 59.

Create order number sources. See: Defining Order Number Sources: page 1 – 62.

Define standard value rule sets. See: Defining Standard Value Rule Sets: page
1 – 86.

Define price lists. See: Defining Price Lists: page 4 – 6.

Define credit check rules. See: Defining Credit Check Rules: page 1 – 99.

Define currencies and currency types. See: Defining Currencies, Oracle
Applications System Administrator’s Guide.

Set up your Cost of Goods Sold Account flexfield segments. See: Defining Key
Flexfield Segments, Oracle Applications Flexfields Guide.


Set-Up
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Variables for setting up Order Type include:
   Order Type Name
   Description for the order type.
   Optional- effective dates for the order type.
   Order cycle to associate with the order type.
   Optional - a predefined order category to define how to use
              this order type.

   Internal Sales Order: Internal orders that originate as internal
   requisitions in Oracle Purchasing and are imported to Order
   Entry/Shipping using OrderImport.

   Standard Sales Orders from customers that you enter using the Sales
      Orders window or import from external systems using
      OrderImport.

   Return: Reversals of sales orders that you enter when processing a Return
   Material Authorization.

   Variables to define document, pricing, and credit check information for the
   order type include:
      Optional - select an order number source.
      Optional -  enter an agreement type.

         If you enter an agreement type, you can only choose agreements with
         this agreement type when using this order type.  You define agreement types
         using Order Entry QuickCodes.
   
      Optional - select a standard value rule set.

         You can use the same set for multiple order types. If you change
         the standard value rule set for this order type, you must exit and
         login again for the modifications to take effect.

      Attention: You should select a standard value rule set for
      order types that you assign to regular orders, since the
      standard value rule set is the only way that you can designate
      an accounting rule for the order. Standard value rule sets do
      not apply to returns, however, so you can leave this field blank
      for return order types. Returns use the RMA Default Sources
      to determine the hierarchy of defaults for returns.

    Indicate whether an agreement is required for this order type.
   
    Check Purchase Order Required to require purchase order numbers during
    order entry for orders and returns with this order type.

    Select a price list and indicate whether to enforce prices on the price list
    without any discounts.

       If you check Enforce List Price, you cannot apply discounts to the
       order line list price when you use this order type and users cannot
       override the selling price, unless the profile option OE: Discounting
       Privilege is set at the appropriate level.

    Optional - select the credit check rule to use when checking credit on an
    order when the order is booked.

        If you leave this field blank no credit checking occurs when you enter
        orders with this order type.

    Optional - select the credit check rule to use when checking credit on an
        order when the order is pick released.

        If you leave this field blank, no credit checking occurs when
        you release sales orders for picking with this order type.

Optional shipping information for this order type:
     Select a warehouse for this order type.
        Warehouses are synonymous with inventory organizations in Oracle
        Manufacturing.

     Enter a freight carrier.

     Enter a shipment priority.
        You define shipment priorities using Order Entry QuickCodes.

     Enter the freight terms.
        You define freight terms using Receivables QuickCodes.

     Enter the Free On Board (FOB) point.
        You define FOB points using Receivables QuickCodes.

     Enter the Demand Class for this order type.
         If you enter a demand class, it defaults for this order type
         based on your standard value rule sets. You define demand
         classes using Manufacturing QuickCodes.

To define finance information for this order type:

     If you use Oracle Receivables, enter the default invoicing rule to apply to
     this order type. An invoicing rule controls the amount and timing of your
     invoices.

     If you use Oracle Receivables, enter the default accounting rule to
     apply to this order type.

         An accounting rule controls the amount and timing of when you
         recognize revenue for this order. See: Defining Invoicing and
         Accounting Rules, Oracle Receivables User’s Guide.

     Optional - select the credit method Oracle Receivables uses when
     adjusting the revenue account assignments of invoices using
     multi–period invoicing and accounting rules. See: Crediting
     Transactions, Oracle Receivables User’s Guide.

         LIFO (Last In First Out): Backs out revenue starting with the last
         general ledger period and reverses all prior periods until it has
         used up the credit memo.

         Prorate: Credits an equal percentage to all account assignments for
         that invoice.

         Unit: Reverses the revenue for the number of units you specify
         from an original line of the invoice.

     Optional - select the credit method Oracle Receivables uses when
     crediting the installments of invoices that have multiple
     installments (split term invoices). See: Crediting Transactions,
     Oracle Receivables User’s Guide.

         LIFO (Last In First Out): Credits the last installment to be credited
         first and then credits all prior installments until credit is used up.

         FIFO (First In First Out): Credits the first installment first and then
         credits all subsequent installments until the credit is used up.

         Prorate: Prorates the credit received by the installments of invoices
         by the amount remaining on their installments.

    If you use Oracle Receivables, enter the receivables transaction
    invoice type for this order type.

         Invoice types designate invoice status, invoice printing options,
         credit memo type, and whether the invoice posts to General Ledger
         or creates an open receivable. If you are defining a return type,
         select the invoice type associated with the appropriate credit memo
         type. See: Defining Transaction Types, Oracle Receivables User’s
         Guide.

    Optional - enter a Cost of Goods Sold Account to associate with
         the order type.
   
    Optional - enter a currency and a currency conversion type for the
         order type.

         If you entered a price list for your order type, then the currency for
         that price list must be the same as the currency you enter here.

         If you choose User as the currency conversion type, the Sales
         Orders window requires you to enter the conversion rate and date.

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