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Showing posts with the label Order management

Setup Quote on Oracle EBS R12

 Setting up Quoting in Oracle E-Business Suite (EBS) R12.3 involves configuring the Oracle Quoting module to manage the quotation process for sales deals and proposals. Here's a step-by-step guide to set up Quoting in Oracle EBS R12.3: Step 1: Define Salespeople Navigation: Sales > Sales User > Salespeople Set up salespeople who will be responsible for creating and managing quotations. Step 2: Define Territories Navigation: Sales > Territories > Territories Create sales territories to assign salespeople to specific geographical areas or customer segments. Step 3: Define Price Lists Navigation: Pricing > Price Lists > Price Lists Create price lists for different customer groups or products to determine pricing in quotations. Step 4: Set Up Lookups (Optional) Navigation: Setup > Lookups > Lookups Define lookup values for custom fields or attributes required in the quotation process. Step 5: Define Sales Credits (Optional) Navigation: Sales > Sales Credits ...

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)....