OM: Order Management Configuration Work Book

 Order Management (OM) configuration workbook

  Cover Page

   Index

S.No	Setup Name	comment
1	Roles Required
2	Order EFFs
3	Sourcing Rules	sprint 2
4	Assignment Sets	sprint 2
5	Item-Org-Supplier-Supplier Site	sprint 2
6	Manage Order Management Parameters	We have setup Laurance as adefault preprarer for auto PRs created thrugh So but preprarer  name will change before
7	Order Types
8	RMA Approvals
9	Order Orchestration Process	sprint 2
10	Orchestration Assignment Rule	sprint 2
11	Order Types  - Transaction Types Mapping

 

Roles Required

Manage Order Extensible Flexfields

Navigation :  Setup and Maintainence --> Search -->  Manage Order Extensible Flexfields

Order Header Additional Information

 Order EFF

Context Sensitive Segment
Sequence	Prompt Name	Code	Value Data Type	Display Type	Value Set	Default Type	Default Value	UOM Class	Enabled	Required	Indexed
10	Promised Delivery Date	Promised Delivery Date	Date Time	Date/Time	ORA_FND_FLEX_DEFAULT_FORMAT_ONLY_TIMESTAMP				Yes
20	Operation Type	Operation Type	Character	Text Box	Order EFF Dataset				Yes
30	EMEA Discount	EMEA Discount	Number	Text Box	Number18				Yes
40	Shipping no. Series	Shipping no. Series	Character	Text Box	Order EFF Dataset				Yes
50	Late Order Shipping	Late order shipping	Character	Text Box	Order EFF Dataset				Yes
60	VAT Registration No	VAT Registration No	Character	Text Box	Order EFF Dataset				Yes
70	Prepayment Amount	Prepayment Amount	Number	Text Box	Number18				Yes
80	SFDC Opportunity No	SFDC Opportunity No	Character	Text Box	Order EFF Dataset				Yes
90	At Risk flag	At Risk flag	Character	List of Values	Risk Flag Values				Yes

 

Line Information
Display Name	Inherited	Protected	Associated Category	Behavior	Description

 

Finalized Additional Information Details (confirmed)

Promised Delivery Date  - all countries - Date Field

Operation Type - VT Italy - Free Text Field

EMEA Discount - VT Italy - Free Text Field

Shipping no. Series - VT Italy - Free Text Field

late order shipping - VT italy - Free Text Field

VAT registration no - all countries - Free Text Field

Prepayment Amount - all countries - Number Field

SFDC Opportunity No. - all countries - Number Field

At risk flag - all countries - (Yes/No - Drop down field)

 

Sourcing Rules

Manage Sourcing Rules
Navigation : Order Management --> Global Order Promising --> Tasks --> Manage Sourcing Rules
Sourcing Rule Name :  VIT DEMEERN SOURCING RULE
Description : VIT DEMEERN SOURCING RULE
Organization Assignment Type	Local
VTI Italy	x
Sourcing Rule Effective Dates
23-08-1990	End Date
Effective Start Date  Sources
Type	Buy From
Supplier	DEMEERN
Supplier Site	VJ DEMEERN NETHERLANDS
Allocation Percentage	OPS
Rank	1

 

Assignment Sets

Manage Assignment Sets

Navigation : Order Management --> Global Order Promising --> Tasks --> Manage Assignment Sets

 

*Name	Description	*Catalog
VIT ASSIGNMENT SETS	VIT ASSIGNMENT SETS	VJ Procurement

 

Assignment Level	Organization	Customer	Customer Site	Demand Class	Category	Item	Description	Sourcing Type	Sourcing Rule or Bill of Distribution	Zone	Region
Item and organization	VTI Italy					463369			VIT DEMEERN SOURCING RULE
Item and organization	VTI Italy					V15800001-21			VIT DEMEERN SOURCING RULE
Item and organization	VTI Italy					VTI-1210			VIT DEMEERN SOURCING RULE

 

Item-Org-Supplier-Supplier Site

Item	BU / Country	Organization	Supplier Name	Supplier Site
S1880-00-563S-0100	Italy	VTI Italy	Videojet DeMeern	Netherlands
S1880-00-563S-0100	Italy	VTI Italy	Videojet DeMeern	Zuhai
611340	Italy	VTI Italy	Videojet DeMeern	Netherlands
645-0110-175A	Italy	VTI Italy	ROTOGRAF VARESE SNC	Italy
049-000007	Italy	VTI Italy	Papiertechnische Stiftung	Germany
SP399089	Italy	VTI Italy	Videojet DeMeern	Netherlands
SP399089	Italy	VTI Italy	Videojet DeMeern	USA
AL-75360	Italy	VTI Italy	Alltec	Germany
AL-75360	Italy	VTI Italy	Videojet DeMeern	Netherlands
AL-75651	Italy	VTI Italy	Alltec	Germany
AL-75651	Italy	VTI Italy	Videojet DeMeern	Netherlands

 Order Management Parameters

Order Types

Order Types- Transaction Types

Order Type	Transaction Type
Standard Order
Machine Order
STL Order
OTL Order
Demo Transfer Order
Return Order

 

Orchestration Process

Manage Orchestration Process Definitions

Navigation : Setup and Maintainence --> Search --> Tasks --> Manage Orchestration Process Definitions

 

Process Name	Description	Status
CustomDOO_DOO_OrderFulfillmentGenericProcess	Orchestration process that fulfills orders using any of the following flows: standard shipment from warehouse, drop shipment, and back-to-back	Released	** This is for Dropship and Back to Back SO process flows **
ShipOrderGenericProcess	The ship order generic orchestration process.	Released	** This is for generic SO process flows from Warehouse **

 

Orchestration Process
Process Name	Process Display Name	Process Class	Effective Start Date	Set
CustomDOO_DOO_OrderFulfillmentGenericProcess	CustomDOO_DOO_OrderFulfillmentGenericProcess	Drop Shipment and Back-to-Back Order Class	12-09-2023	Common Set

 

Create CustomDOO_DOO_OrderFulfillmentGenericProcess ->Copy from DOO_OrderFulfillmentGenericProcess

 

 

 

 

 

 

Process Details

Step Definition
Step	Step Name	Step Type	Parent Step	Task Type	Task	Service	Previous step	Next Step	Defualt Lead Time
1300	Create Asset	Service	1200	DOO_AssetManagement	DOO_AssetManagement	Request Asset Creation	1200	1400	1

 

Status Condition
Sequence	Status Value	Expression	Last Update date	Last Update By
950	Asset Interface Completed	"DOO_AssetManagement" = "ASSET_COMPLETED"	12-09-2023

 

Orchestration Assignment Rule

Manage Orchestration Process Assignment Rules

Navigation : Setup and Maintainence --> Search --> Tasks --> Manage Process Assignment Rules for Sales Orders

S.no.	Rule Name	Rule Description	Assignment Rule
1	VJ_IT_DROPSHIP_PROCESS_FLOW	VJ_IT_DROPSHIP_PROCESS_FLOW	Yes
2	VJ_IT_GENERIC_SO_PROCESS_FLOW	VJ_IT_GENERIC_SO_PROCESS_FLOW	Yes
3	VJ_IT_BACK_TO_BACK_SO_PROCESS	VJ_IT_BACK_TO_BACK_SO_PROCESS	Yes
4	VJ_IT_RETURN_PROCESS_FLOW	VJ_IT_RETURN_PROCESS_FLOW	Yes

 

S.no.	Rule Name	Rule Condition	Rule Action
1	VJ_IT_DROPSHIP_PROCESS_FLOW	If Business_Unit = Vediojet Italy and supplier is not blank and supplier site is not blank and  Packing instruction is equal to Y  and warehouse is blank	Process name set to -> CustomDOO_DOO_OrderFulfillmentGenericProcess
2	VJ_IT_GENERIC_SO_PROCESS_FLOW	If Business_Unit = Vediojet Italy and warehouse is not blank and  supplier is  blank and supplier site is blank  and Packing Instruction is blank	Process name set to -> ShipOrderGenericProcess
3	VJ_IT_BACK_TO_BACK_SO_PROCESS	If Business_Unit = Vediojet Italy and supplier is not blank and supplier site is not blank and  Packing instruction is equal to N  and warehouse is blank	Process name set to -> CustomDOO_DOO_OrderFulfillmentGenericProcess
4	VJ_IT_RETURN_PROCESS_FLOW	If Business_Unit = Vediojet Italy and  List Type is in the Cancel the item2,Return for credit ,Return for credit and return the item	Process name set to -> ReturnOrderGenericProcess

 

 

 

 

Manage Pretransformation Rules for Sales Orders

Manage Pretransformation Rules for Sales Orders

Navigation : Setup and Maintainence --> Search --> Tasks --> Manage Pretransformation Rules for Sales Orders

 

S.no.	Rule Name	Rule Description
1	DEFAULT SUPPLIER DEMEERN for SO lines	DEFAULT SUPPLIER "DEMEERN" for SO lines
		Supplier Name - DEMEERN
		Supplier Site - VJ DEMEERN NETHERLANDS