Setup OM- Order Management in Oracle EBS R12

 Setting up Order Management in Oracle E-Business Suite (EBS) R12.3 involves several configuration and master data setup steps. Here's a step-by-step guide to set up Order Management in Oracle EBS R12.3:

Step 1: Define Sales Territories

Navigation: Sales > Territories

Define sales territories to segment your customer base based on geographical or other criteria.

Step 2: Define Customers

Navigation: Customers > Standard

Set up customer accounts for your sales transactions.

Step 3: Define Price Lists

Navigation: Pricing > Price Lists

Create price lists to define product pricing for different customers or customer groups.

Step 4: Define Salespersons

Navigation: Sales > Salespersons

Set up salespersons who are responsible for specific customer accounts or territories.

Step 5: Set Up Order Types

Navigation: Order Management > Setup > Orders > Order Types

Define order types for different types of sales orders (e.g., standard order, drop shipment, back-to-back order).

Step 6: Set Up Order Transaction Types

Navigation: Order Management > Setup > Orders > Transaction Types

Define transaction types to represent different types of order transactions (e.g., order, return, credit memo).

Step 7: Define Order Sources

Navigation: Order Management > Setup > Orders > Order Sources

Set up order sources to represent the various channels through which orders are received (e.g., web, sales, EDI).

Step 8: Set Up Shipping Parameters (Optional)

Navigation: Order Management > Setup > Shipping > Parameters

Define shipping parameters to control shipping-related rules and processing.

Step 9: Define Shipping Methods (Optional)

Navigation: Order Management > Setup > Shipping > Methods

Create shipping methods to represent different ways of delivering goods to customers.

Step 10: Set Up Credit Checking (Optional)

Navigation: Order Management > Setup > Credit Check > Credit Check Rules

Define credit check rules to control the credit verification process during order entry.

Step 11: Set Up Order Holds (Optional)

Navigation: Order Management > Setup > Holds > Holds

Define order hold codes to prevent the processing of orders that meet specific criteria.

Step 12: Set Up Document Sequences

Navigation: Order Management > Setup > Documents > Sequences

Define document sequences for different order types to assign unique document numbers.

Step 13: Define Defaulting Rules (Optional)

Navigation: Order Management > Setup > Defaulting Rules

Set up defaulting rules to automate the defaulting of order information during order entry.

Step 14: Define Processing Constraints (Optional)

Navigation: Order Management > Setup > Constraints

Create processing constraints to apply certain conditions or restrictions on order processing.

Step 15: Set Up Order Approval (Optional)

Navigation: Order Management > Setup > Orders > Order Approvals

Define order approval rules and thresholds for order processing.

Step 16: Review Order Management Reports

Navigation: Order Management > Reports

Use various Order Management reports to review order status, sales orders, and other order-related information.