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Automatic Attachment in Oracle Order Management

eoracleapps.blogspot.com

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Introduction

This presentation is about Automatic attachment feature in Oracle Order Management (New feature offered in R12).

I am Oracle Apps/BPEL/Workflow Analyst and blogger with 14+ Years of Experience.

eoracleapps@hotmail.com Blog – eoracleapps.blogspot.com

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Topics of Discussion

Automatic Attachment in Oracle Order Management.

How to Setup Automatic Attachments in OM Data Flow How to Delete Attachment Setup

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Automatic Attachment in Order Management

What is an Attachment –

Attachment is a file,text doc, or a web file attached to a particular

entity, to capture additional information or data, that is otherwise

not captured through applications

Enable users to link unstructured data, such as images,word doc,

spreadsheets, or text to application data.

Attachment information can flow through entire application

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Set-Up Automatic Attachment in Order Management

Setup – Profile Option - OM: Apply Automatic Attachments: This profile option determines whether rule-based attachments are applied without user intervention

Setup - to Setup Attachment we need to Define document Define document category Define additional attachment rules Define a one time attachment

After you define your document category and additional rules and theirassignments,you can have the rule based attachment applied automatically ormanually.Important - Order Management applies any automatic attachments to importedorders that meet your automatic note criteria based on the setting of the OM: ApplyAutomatic Attachments profile option

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Automatic Attachment in Order Management

Option # 1 - To apply an automatic attachment on an order or return: In the Sales Orders window, click Actions and select Apply Automatic

Attachments from the list of values.

Option # 2 - The attachment will be applied based on the additional rules you specified.

You can also set a profile option so that the system will automatically apply the automatic attachment.

Set the profile option OM: Apply Automatic Attachments to Yes. Go to the Sales Orders window to enter your order or return header and line

information. When you save your work, the system will automatically apply those

attachments based on the additional rules you specified.

Note: If a field value (such as Ship To) is changed, the new automatic attachment is

applied based on the rule and the old automatic attachment is deleted.

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Automatic Attachment in Order Management

Lines Sets

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Automatic Attachment in Order Management

Lines Sets

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Automatic Attachment -Setup

Lines Sets

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Automatic Attachment -Setup

Lines Sets

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Automatic Attachment –Define Document Category

Lines Sets

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Automatic Attachment –Define Category

Lines Sets

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Automatic Attachment –Category Assignments

Lines Sets

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Automatic Attachment –Category Assignments

Lines Sets

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Automatic Attachment - Documents

Lines Sets

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Automatic Attachment – Define Documents

Lines Sets

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Automatic Attachment – Define Document Additional Rules

Lines Sets

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Automatic Attachment – Define Document Additional Rules

Lines Sets

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Automatic Attachment – Define Document Additional Rules

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Automatic Attachment – Create Sales Order

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Automatic Attachment – Auto Attachment to Sales Order

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Automatic Attachment - Attachment

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Automatic Attachment - Attachment

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Automatic Attachment - Deletion Process (Document)

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Automatic Attachment – Deletion Process Document

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Automatic Attachment

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Q&A

Feel free to Post your Question at eoracleapps.blogspot.com OR contact me at eoracleapps.blogspot.com