Post on 17-Oct-2014
EZPath Methodology
Application Configuration Document
Oracle Order Management
File name: INTGRAD_document.doc
Company Confidential – For internal use only
Contents
Contents................................................................................................................. ii1 Payment Terms...............................................................................................12 Holds.............................................................................................................173 Order Import Sources....................................................................................364 Document Categories....................................................................................425 Container Types............................................................................................476 Change Types...............................................................................................487 Sales Credit Types.........................................................................................508 Salesperson...................................................................................................519 Territories......................................................................................................5210 Shipping Parameters.................................................................................5311 Define Shipping Exceptions.......................................................................5612 Calendars..................................................................................................6313 Pick Slip Grouping Rules............................................................................6414 Release Sequence Rules............................................................................6715 Release Rules............................................................................................6916 Container Load Details..............................................................................8717 Shipping Document Sequence...................................................................8818 Shipping Document Category....................................................................8919 Shipping Document Sets...........................................................................9120 Personal Profiles......................................................................................10121 Shipping Execution Grants......................................................................10222 Regions and Zones..................................................................................11923 Region Interface......................................................................................12124 Auto Ship Confirm Rules..........................................................................12225 Customer Profile Class.............................................................................12526 Systems Options......................................................................................18427 Processing Constraints............................................................................19028 Validation Templates...............................................................................19129 Record Set...............................................................................................19230 Defaulting Set Ups...................................................................................19331 Demand Class Look Ups..........................................................................19432 Tax codes and Returns............................................................................19633 Document Define.....................................................................................19834 Sequence Assignments...........................................................................19935 Document Category................................................................................20036 Transaction Types...................................................................................20137 Credit Check Rules..................................................................................204Issues for this Deliverable...................................................................................206Appendix............................................................................................................207
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1 Payment Terms
Navigation: Order Management > Setup > Orders > Payment Terms
Description: The due date and discount date for payment of an invoice. For example, the payment term ’2% 10, Net 30’ lets a customer take a two percent discount ifPayment is received within 10 days, with the balance due within 30 days of theInvoice date.
30 NetSr. No
Field Name Field value M / O
Remarks
1 Name 30 Net M Name of the Payment Terms
2 Description Net Due in 30 Days O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Uncheck Box Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
8 Effective Dates 01-JAN-1952 To 14-SEP-2004
M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule
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Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 30 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
Credit CardSr. No
Field Name Field value M / O
Remarks
1 Name Credit Card M Name of the Payment Terms
2 Description Credit Card due in 1 Day
O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
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1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 1 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
IMMEDIATESr. No
Field Name Field value M / O
Remarks
1 Name IMMEDIATE M Name of the Payment Terms
2 Description Term for chargeback or debit memo
O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Uncheck Box Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Include tax and M Lists the various Instalment Options
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Options freight in first instalment
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 0 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
Letter-CreditSr. No
Field Name Field value M / O
Remarks
1 Name Letter-Credit M Name of the Payment Terms
2 Description Letter of Credit (Due in 30 Days)
O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
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8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 30 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
NET 120 DAYSSr. No
Field Name Field value M / O
Remarks
1 Name NET 120 DAYS M Name of the Payment Terms
2 Description Net Due in 120 Days O Description of Name
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3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 120 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
NET 30 Days
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Sr. No
Field Name Field value M / O
Remarks
1 Name NET 30 Days M Name of the Payment Terms
2 Description O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Lines Only M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 30 O Due Days
4 Due date O Due Date
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5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
NO CHARGESr. No
Field Name Field value M / O
Remarks
1 Name NO CHARGE M Name of the Payment Terms
2 Description No Charge for Sales Reps
O Description of Name
3 Base Amount 1 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Lines Only M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
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2 Relative Amount 1 O Amount for Payment
3 Due Days 0 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
Net 45 DaysSr. No
Field Name Field value M / O
Remarks
1 Name Net 45 Days M Name of the Payment Terms
2 Description Net due in 45 Days O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
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Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 45 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
Net 60 DaysSr. No
Field Name Field value M / O
Remarks
1 Name Net 60 Days M Name of the Payment Terms
2 Description Net due in 60 Days O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
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1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 60 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
Net 75 DaysSr. No
Field Name Field value M / O
Remarks
1 Name Net 75 Days M Name of the Payment Terms
2 Description Net due in 75 Days O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first
M Lists the various Instalment Options
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instalment
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 75 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
Net 90 DaysSr. No
Field Name Field value M / O
Remarks
1 Name Net 90 Days M Name of the Payment Terms
2 Description Net due in 90 Days O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
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8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 100 O Amount for Payment
3 Due Days 90 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
PREPAIDSr. No
Field Name Field value M / O
Remarks
1 Name PREPAID M Name of the Payment Terms
2 Description PREPAID O Description of Name
3 Base Amount 1 M Base Unit Amount
.4 Allow Discount on Partial Payment
Uncheck Box Checkbox allows discount on Partial Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
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6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Invoice Amount M The Basis of Discount
8 Effective Dates 26-JUN-1951 M Effective Dates of Discount
9 Print Lead Days O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 O Number of the Sequence
2 Relative Amount 1 O Amount for Payment
3 Due Days 0 O Due Days
4 Due date O Due Date
5 Due Days of Month
O Number of Months Due
6 Due Months Ahead
O Number of Months Ahead Due
RTO-12 PaymentsSr. No
Field Name Field value M / O
Remarks
1 Name RTO-12 Payments M Name of the Payment Terms
2 Description Rent to Own - 12 Monthly Payments
O Description of Name
3 Base Amount 100 M Base Unit Amount
.4 Allow Discount on Uncheck Box Checkbox allows discount on Partial
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Partial Payment Payment
5Collect Credit Card Prepayment
Uncheck Box Checkbox allows Collection of Credit Card Prepayment
6 Credit Check Check the Checkbox Checkbox checks Credit Check
7 Discount Basis Lines Only M The Basis of Discount
8 Effective Dates 01-JAN-1951 M Effective Dates of Discount
9 Print Lead Days 1 O Lead Days
10 Instalment Options
Include tax and freight in first instalment
M Lists the various Instalment Options
Cut Off Day Sr. No
Field Name Field value M / O
Remarks
1 Day of Month O Cut off Day of the Month for Payment Terms Consideration
2 Last Day of Month Checks whether the Day of the month is the last day of the month
Payment Schedule Sr. No
Field Name Field value M / O
Remarks
1 Sequence 1 to 12 O Number of the Sequence
2 Relative Amount 8.3333337 O Amount for Payment
3 Due Days O Due Days
4 Due date O Due Date
5 Due Days of Month
1 O Number of Months Due
6 Due Months Ahead
0 to 12 O Number of Months Ahead Due
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2 Holds
Navigation: Order Management > Setup > Orders> Holds
Description: Describes the Various Kinds of Holds which are linked to various Responsibilities.CE/FDA HOLDSr. No
Field Name Field value M / O
Remarks
1 Name CE/FDA HOLD M Name of the Hold
2 Description Integra CE/FDA Hold O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item OM Order Line O Related to Workflow
5 Workflow Activity Line Scheduling M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
Uncheck box O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Regulatory O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Clinical O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
CSR Hold
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Sr. No
Field Name Field value M / O
Remarks
1 Name CSR Hold M Name of the Hold
2 Description Integra CSR Customer Order Hold
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
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Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Credit Card Auth FailureSr. No
Field Name Field value M / O
Remarks
1 Name Credit Card Auth Failure
M Name of the Hold
2 Description Order level hold if payment authorization request to iPayment fails
O Description of the Hold
3 Type Electronic Payment M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
O Checks whether to include the Hold items
7 Apply to Order and Line
Uncheck box O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Credit Check FailureSr. No
Field Name Field value M / O
Remarks
1 Name Credit Check Failure M Name of the Hold
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2 Description This hold is automatically placed on an order invoiced to a customer who fails credit check
O Description of the Hold
3 Type Credit Check M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility Order Management Super User
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Hold For InstallSr. No
Field Name Field value M / O
Remarks
1 Name Hold For Install M Name of the Hold
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2 Description Hold For Install O Description of the Hold
3 Type Exception Hold M Type of Hold
4 Workflow Item OM Order Line O Related to Workflow
5 Workflow Activity Line level Invoice Interface
M Related to Workflow activity
6 Hold Included Items
Check the box O Checks whether to include the Hold items
7 Apply to Order and Line
Check the box O Checks how to apply ie whether by Order and By Line
8 Effective Dates 24-May-2006 O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility Order Management Super User
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
JARIT Credit HoldSr. No
Field Name Field value M / O
Remarks
1 Name JARIT Credit Hold M Name of the Hold
2 Description JARIT has on Credit Hold
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
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2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Letter of CreditSr. No
Field Name Field value M / O
Remarks
1 Name Letter of Credit M Name of the Hold
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2 Description Awaiting Letter of Credit Hold
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
MULTI-LANGUAGE HOLD
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Sr. No
Field Name Field value M / O
Remarks
1 Name MULTI-LANGUAGE HOLD
M Name of the Hold
2 Description Integra Multi-language hold
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item OM Order Line O Related to Workflow
5 Workflow Activity Line Scheduling M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
Uncheck box O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service
O Name of the Responsibility
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2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
NSI Credit HoldSr. No
Field Name Field value M / O
Remarks
1 Name NSI Credit Hold M Name of the Hold
2 Description NSI has on Credit Hold
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
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1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
New Customer HoldSr. No
Field Name Field value M / O
Remarks
1 Name New Customer Hold M Name of the Hold
2 Description New Customer, Awaiting credit information
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
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8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
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OFAC HOLDSr. No
Field Name Field value M / O
Remarks
1 Name OFAC HOLD M Name of the Hold
2 Description Integra Export Compliance Hold
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item Order Administration Hold
O Related to Workflow
5 Workflow Activity Book Order M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Law O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Over 120 DaysSr. No
Field Name Field value M / O
Remarks
1 Name Over 120 Days M Name of the Hold
2 Description Over 120 Days Overdue
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
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Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Over 180 Days
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Sr. No
Field Name Field value M / O
Remarks
1 Name Over 180 Days M Name of the Hold
2 Description Over 180 Days Credit hold
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
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2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Over 240 DaysSr. No
Field Name Field value M / O
Remarks
1 Name Over 240 Days M Name of the Hold
2 Description Over 240 Days O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations
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Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Product Rationing HoldSr. No
Field Name Field value M / O
Remarks
1 Name Product Rationing Hold
M Name of the Hold
2 Description Hold Placed for rationing product to customers
O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
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6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Administration
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Administration
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Customer Service Management
O Name of the Responsibility
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2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
UK Credit HoldSr. No
Field Name Field value M / O
Remarks
1 Name UK Credit Hold M Name of the Hold
2 Description UK has a Credit Hold O Description of the Hold
3 Type Order Administration Hold
M Type of Hold
4 Workflow Item O Related to Workflow
5 Workflow Activity M Related to Workflow activity
6 Hold Included Items
Uncheck box O Checks whether to include the Hold items
7 Apply to Order and Line
O Checks how to apply ie whether by Order and By Line
8 Effective Dates O Effective Dates of the Hold
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables Management
O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
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2 Authorized Action Apply Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
Authorizations Sr. No
Field Name Field value M / O
Remarks
1 Responsibility INTG Receivables O Name of the Responsibility
2 Authorized Action Remove Hold O Action linked to the responsibility
3 Effective Dates O Effective Dates
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3 Order Import Sources
Navigation: Order Management > Setup > Orders > Import Sources
Description: Order Import is an Oracle Order Management’s Open Interface that Import orders from an internal or external source, Oracle or Non-Oracle system, which performs all the validations before importing the order that a normal order entered through the Sales Order window would have gone through.
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
AHL M Name of the Order Import Sources
2 Description Order Source for Advanced Service Online
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Automotive M Name of the Order Import Sources
2 Description Service M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
CRM Apps M Name of the Order Import Sources
2 Description Order source is any of theCRM applications
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Contract Renewal M Name of the Order Import Sources
2 Description Order created torenew contracts
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
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Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Conversion_JARIT M Name of the Order Import Sources
2 Description Conversion Source for JARIT Sales Orders
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Conversion_ROI M Name of the Order Import Sources
2 Description Conversion Source for ROI Sales Orders
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Copy M Name of the Order Import Sources
2 Description Copy M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
EDI M Name of the Order Import Sources
2 Description EDI M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Field Service Report M Name of the Order Import Sources
2 Description Field Servicereport for charging parts, labour and expenses from the field
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
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Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
IBU M Name of the Order Import Sources
2 Description Order source for iSupport
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
IStore Account M Name of the Order Import Sources
2 Description Order source for iStore account user
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
IStore One click M Name of the Order Import Sources
2 Description Order created byiStore one click
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
IStore Walkin M Name of the Order Import Sources
2 Description Order source for iStore walk in customer
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Internal M Name of the Order Import Sources
2 Description Web M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Online M Name of the Order Import Sources
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2 Description For Orders created Online
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Order Capture Quotes M Name of the Order Import Sources
2 Description Order source for Order Capture quoting module
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
POL M Name of the Order Import Sources
2 Description Partners Relationship Management
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Sales and Marketing Collateral
M Name of the Order Import Sources
2 Description Sales and Marketing Collateral
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Sales and Marketing Quote
M Name of the Order Import Sources
2 Description Sales and Marketing Quote
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Service M Name of the Order Import Sources
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2 Description Service M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Service Billing M Name of the Order Import Sources
2 Description Service Billing M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Service Request M Name of the Order Import Sources
2 Description Service Request M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Telesales Order M Name of the Order Import Sources
2 Description Order Source for Tele Sales
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Telesales Collateral M Name of the Order Import Sources
2 Description Order source for telesales
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
Web M Name of the Order Import Sources
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2 Description Web M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
Sr. No
Field Name Field value M / O
Remarks
1 Order Import Sources
XML M Name of the Order Import Sources
2 Description Order Source for XML Messages
M Description of the Same
3 Enabled Checkbox Whether the Import Source is Enabled
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4 Document Categories
Navigation: Order Management > Setup > Orders>Attachments >Document Categories
Description: Describes the Various Document Categories that will be used in Purchasing
CSR ETCHSr. No
Field Name Field value M / O
Remarks
1 Category CSR ETCH M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Report Pick slip report Header Check the Box
2 Form Sales orders Check the Box
CSR NOTESSr. No
Field Name Field value M / O
Remarks
1 Category CSR NOTES M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Form Sales orders Check the Box
CSR_RETURNSSr. No
Field Name Field value M / O
Remarks
1 Category CSR_RETURNS M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
Assignments
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Sr. No
Type Name Format Enabled
1 Report ITGR RMA Order Acknowledge Report
Footer Check the Box
2 Form Sales orders Check the Box
CUSTOMER SHIPPER #Sr. No
Field Name Field value M / O
Remarks
1 Category CUSTOMER SHIPPER #
M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Report Pick slip report Header Check the Box
ILS_CERTSr. No
Field Name Field value M / O
Remarks
1 Category ILS_CERT M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Form Sales orders Check the Box
INTERNATIONAL PACKSr. No
Field Name Field value M / O
Remarks
1 Category INTERNATIONAL PACK M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
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1 Report Packing slip report Footer Check the Box
2 Form Sales orders Check the Box
INTERNATIONAL PICKSr. No
Field Name Field value M / O
Remarks
1 Category INTERNATIONAL PICK M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Report Pick slip report Footer Check the Box
2 Form Sales orders Check the Box
INTERNATIONAL PICK/PACKSr. No
Field Name Field value M / O
Remarks
1 Category INTERNATIONAL PICK/PACK
M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Report Packing slip report Footer Check the Box
2 Report Pick slip report Footer Check the Box
3 Form Sales orders Header Check the Box
PACKING INFOSr. No
Field Name Field value M / O
Remarks
1 Category PACKING INFO M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
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1 Report Pick slip report Footer Check the Box
2 Form Sales orders Check the Box
PRODUCT DATINGSr. No
Field Name Field value M / O
Remarks
1 Category PRODUCT DATING M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Report Pick slip report Footer Check the Box
2 Form Sales orders Check the Box
PRODUCT LIMITSSr. No
Field Name Field value M / O
Remarks
1 Category PRODUCT LIMITS M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Form Sales orders Check the Box
REP INFOSr. No
Field Name Field value M / O
Remarks
1 Category REP INFO M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Report Pick slip report Footer Check the Box
2 Form Sales orders Check the Box
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RETURNSSr. No
Field Name Field value M / O
Remarks
1 Category RETURNS M
2 Default Data Type Text O
3 Effective Dates 29-NOV-2004 O
AssignmentsSr. No
Type Name Format Enabled
1 Report Sales Order Acknowledgement Footer Check the Box
2 Form Sales orders Check the Box
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5 Container Types
Navigation: Order Management > Setup> Items>Container Types
Description:Sr. No
Field Name Field value M / O
Remarks
1 Type CONTAINER_TYPE O Type of Container
2 Meaning Container Types M Meaning of the Type
3 Application Oracle Inventory O To which Responsibility this Type is related to
4 Description Container Types O Description
5 Access Level User/Extensible/System Radio Button
< Codes>Sr. No
Field Name Field value M / O
Remarks
1 Code BIN O Name of the Code
2 Meaning Bin O Meaning of the Code
3 Description Bin O Description of the Code
4 Tag O
5 Effective Dates From to To Date O Date on which the Code is effective.
Note: No Values
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6 Change Types
Navigation: Order Management > Setup>Bills>Change Types
BILL UpdatSr. No
Field Name Field value M / O
Remarks
1 Type BILL Updat O Type of Change
2 Engineering Also
Check Box Enable the check box if Engineering is to enabled
3 Description Bill of Material Update O Description
4 Inactive On O Date from which it is Inactive
ITEM ChangSr. No
Field Name Field value M / O
Remarks
1 Type ITEM Chang O Type of Change
2 Engineering Also
Check Box Enable the check box if Engineering is to enabled
3 Description Change or Update an Item O Description
4 Inactive On O Date from which it is Inactive
NEW PRODSr. No
Field Name Field value M / O
Remarks
1 Type NEW PROD O Type of Change
2 Engineering Also
Check Box Enable the check box if Engineering is to enabled
3 Description New Product Introduction O Description
4 Inactive On O Date from which it is Inactive
PUR SPECSr. No
Field Name Field value M / O
Remarks
1 Type PUR SPEC O Type of Change
2 Engineering Also
Check Box Enable the check box if Engineering is to enabled
3 Description Purchasing Specification Update
O Description
4 Inactive On O Date from which it is Inactive
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ROUT UpdatSr. No
Field Name Field value M / O
Remarks
1 Type ROUT Updat O Type of Change
2 Engineering Also
Check Box Enable the check box if Engineering is to enabled
3 Description Routing Update O Description
4 Inactive On O Date from which it is Inactive
SOP UpdateSr. No
Field Name Field value M / O
Remarks
1 Type SOP Update O Type of Change
2 Engineering Also
Check Box Enable the check box if Engineering is to enabled
3 Description Documentation Only Change
O Description
4 Inactive On O Date from which it is Inactive
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7 Sales Credit Types
Navigation: Order Management > Setup>Sales> Sales Credit Types
Description: Credits that you assign to your salespeople when you enter orders, invoices and commitments. Credits can be either quota or non-quota and can be used in determining commissionsNon-quota Sales CreditSr. No
Field Name Field value M / O
Remarks
1 Credit Type Non-quota Sales Credit M Name of Credit Type
2 Description O Description of Credit Type
3 Quota Uncheck Box Enable the Check box if Quota is to be Enabled
4 Enabled Check Box Enable the Check Box if the Credit Type is to be enabled
Quota Sales CreditSr. No
Field Name Field value M / O
Remarks
1 Credit Type Quota Sales Credit M Name of Credit Type
2 Description O Description of Credit Type
3 Quota Check Box Enable the Check box if Quota is to be Enabled
4 Enabled Check Box Enable the Check Box if the Credit Type is to be enabled
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8 Salesperson
Navigation: Order Management > Setup>Sales>Sales Person
Description: The Sales Person is defined hereSr. No
Field Name Field value M / O
Remarks
1 Number 1000 O Number assigned to Sales Person
2 category No Sales Credit O Category of the Employee
3 Sales person Number
-3 O Sales Person Number
4.
Name No Sales Credit M Name of the Resources
5 Organization O Name of the organization
6 Source Name No Sales Credit O Name of the Source
7 Start Date 01-JAN-1952 M Date of Joining of Resources
8 End Date O Date of Leaving of Resources
9 User Name O
10 Transaction Number
Transaction Number
11 Role Type Sales Role Type
12 Role Sales Representative
13 Manager Uncheck Box
14 Admin Uncheck Box
15 Member Check Box
18 Lead Uncheck Box
19 Start Date 01-JAN-1952
20 End Date
Sales Persons
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9 Territories
Navigation: Order Management > Setup>Sales>Territories
Description: A feature that lets you categorize your customers or salespeople. For example, you can group your customers by geographic region or industry type
Sr. No
Field Name Field value M / O
Remarks
1 Name O Name of the Territory
2 Description O Description of the Territory
3 Flex field M Flex Field Structure defined for the Territory
4 Active Enable the Check box if the Territory is active
5 Start Date O Start Date
6 End Date O End Date
Note: No values
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10 Shipping Parameters
Navigation: Order Management > Setup>Shipping> Shipping Parameters
Description: The function that performs tasks for the outgoing shipment of parts, components, and products. It includes packaging, marking, weighing and loading for shipment.
Organization -405General Tab Sr. No
Field Name Field value M / O
Remarks
1 Weight UOM Class
Weight M UOM of Weight Class
2 Volume UOM Class
Volume M UOM of Volume Class
3 Percent Fill Basis
Weight M What is the percentage fill Basis
4 Auto Select Carrier
Field is Disabled Enable the checkbox if Carrier is to be auto selected.
Pick Release Sr. No
Field Name Field value M / O
Remarks
1 Release Sequence Rule
Default: Order Number M Rule which determines the Release Sequence
2 Pick Slip Grouping Rule
ITGR GROUPING RULE M Rule which determines the Pick Slip Grouping
3 Print Pick Slip At the End M When will the Pick Slip be Printed
4 Default Pick Release Document Set
All Pick Release Documents
O Default Pick Release Document
5 Auto Create Delivery Criteria
With in an Order M Auto Create Delivery
6 Default Stage Sub Inventory
STAGE M Default Sub inventory where the items will be staged
7 Default Stage Locator
O Default Stage Locator
8 Number of Pick Slip Line
O Number of Pick Slip
9 Ship Confirm Rules
O Rules which determine the Ship Confirm
10 Auto Pack Delivery
No M Whether the Delivery has to be packed
11 AutoCreate Deliveries
CheckBox Enable if Deliveries are to be auto created
12 Auto Allocate CheckBox Enable if Allocation is automatic
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13 Plan Tasks Un checkbox Enable if Tasks have to be planned
14 Enforce Ship Sets and Ship Models
CheckBox Enable if Ship Sets and Ship Models have to be enforced.
Shipping Transactions Sr. No
Field Name Field value M / O
Remarks
1 Default Delivery Document Set
Ship Confirm Documents O Default Delivery Document Set
2 Weight/Volume Calculations
Manual M How is the Weight/Volume Calculated
3 Enforce Packing in Container
No O Whether Packing in Container is to be enforced
4 Container Inventory Control
Optional M Whether Container Inventory Is controlled
5 Auto Create Delivery Criteria
Across Orders M Auto Create Delivery
6 Goods Dispatched Account
1215-8010-404105-0000-0000-0000-000000-0000
M Account Number
7 Freight Class Category Set
O Freight Class Category
8 Commodity Code Category Set
O Commodity Code Category
9 Enforce Ship Method
Uncheck Box Enable if Ship Method is to be enforced
10 Defer Interface Uncheck Box Enable if Interface is to be defered
11 Allow Future Ship Date
Uncheck Box Enable if Future Ship date is to be allowed
Delivery Grouping Sr. No
Field Name Field value M / O
Remarks
4.1 Ship From Location
Check Box Enable if Ship from Location
4.2 Customer Check Box Enable if it is a customer
4.3 Freight Items Check Box Enable if it is a freight item
4.4 FOB Code Uncheck Box Enable if it is a FOB Code
4.5 Ship to Location
Check Box Enable if Ship to Location
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4.6 Ship Method Check Box Enable if Ship Method
4.7 Intermediate Ship to Location
Uncheck Box Enable if Intermediate Ship to location
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11 Define Shipping Exceptions
Navigation: Order Management > Setup>Shipping>Shipping Exceptions
Description: Shipping Exceptions are listed here.
WSH_BATCH_MESSAGESr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_BATCH_MESSAGE M Name of the Exception
2 Description Batch Message M Description
3 Exception Type
Batch Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 Workflow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_CHANGED_QUANTITYSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_CHANGED_QUANTITY M Name of the Exception
2 Description Change in shipping requested quantity due to change in order quantity
M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
High M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_CHANGED_SHIP_METHOD
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Sr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_CHANGED_SHIP_METHOD M Name of the Exception
2 Description BOL Number Cancelled due to a change in the Ship Method of the Trip.
M Description
3 Exception Type
Trip Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
V
Sr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_BATCH_MESSAGE M Name of the Exception
2 Description Batch Message M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
High/Low/Medium M Default Severity
5 Exception Handling
Manual/Workflow/No Action
Radio Button
6 Workflow Item Type
No Entries Found O
7 WorkFlow Process
No Entries Found O
8 Initiate Workflow
Check Box Enable if Workflow is to Initiated
WSH_CHANGE_DEL_GROUPSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_CHANGE_DEL_GROUP M Name of the Exception
2 Description Changes in one or more delivery grouping attributes
M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
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6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_CHANGE_SCHEDULESr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_CHANGE_SCHEDULE M Name of the Exception
2 Description Changes in one or more scheduling attributes
M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_CHANGE_SCHED_DATESr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_CHANGE_SCHED_DATE M Name of the Exception
2 Description Scheduled date has been postponed
M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_CUSTOMER_MERGE_CHANGESr. No
Field Name Field value M / O
Remarks
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1 Exception name
WSH_CUSTOMER_MERGE_CHANGE M Name of the Exception
2 Description Change to delivery detail due to customer merge
M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_INVALID_DELIVERY_PLANNINGSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_INVALID_DELIVERY_PLANNING M Name of the Exception
2 Description Planned delivery has changes M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_INVALID_PACKINGSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_INVALID_PACKING M Name of the Exception
2 Description Invalid Packing: Item(s) should be unpacked from the container
M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
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8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_INVALID_PACKING_PLANNINGSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_INVALID_PACKING_PLANNING M Name of the Exception
2 Description Invalid Packing Planning: Planned packing has changes
M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_INV_EXPECTED_ERRORSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_INV_EXPECTED_ERROR M Name of the Exception
2 Description Exception when Pick Release Detailing Completes with an Expected Error
M Description
3 Exception Type
Picking Exception M Type of Exception
4 Default Severity
High M Default Severity
5 Exception Handling
Manual Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_PICK_BACKORDERSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_PICK_BACKORDER M Name of the Exception
2 Description Backorder occurred at picking time
M Description
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3 Exception Type
Picking Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_PICK_HOLDSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_PICK_HOLD M Name of the Exception
2 Description Hold on the line at picking time
M Description
3 Exception Type
Picking Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_PICK_PRIOR_RSVSr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_PICK_PRIOR_RSV M Name of the Exception
2 Description Exception when Pick Release Detailing Completes with a Warning
M Description
3 Exception Type
Picking Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
WSH_UNPACK_ITEM
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Sr. No
Field Name Field value M / O
Remarks
1 Exception name
WSH_UNPACK_ITEM M Name of the Exception
2 Description Packing Exception M Description
3 Exception Type
Delivery Exception M Type of Exception
4 Default Severity
Low M Default Severity
5 Exception Handling
Radio Button
6 Workflow Item Type
O
7 WorkFlow Process
O
8 Initiate Workflow
Uncheck Box Enable if Workflow is to Initiated
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12 Calendars
Navigation: Order Management > Setup>Shipping>Shipping Calendars
Description: Calendar that is used for Shipping Purposes. This is exactly the same as defined in Inventory.
Organization- 405
Assign CalendarsSr. No
Field Name Field value M / O
Remarks
1 Trading Partner
Organization Radio Button
2 Trading partner Name
ITGR IO RADIONICS PLANT M Name of Trading Partner
4 Calendar Usage
Shipping M Whether the calendar is used for Shipping or Receiving
5 Default Calendar Code
210CAL M Default Calendar Code
6 Site Name Name of the Site
7 Calendar Code
Calendar Code
8 Enabled Uncheck Box If Site name is enabled
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13 Pick Slip Grouping Rules
Navigation: Order Management > Setup>Shipping>Picking> Pick Slip Grouping Rules
Description: Internal shipping document pickers use to locate items to ship for an order. If you use standard pick slips, each order will have its own pick slip within each picking batch. If you use the consolidated pick slip, the pick slip contains all orders released in that picking batch
Default: Order NumberSr. No
Field Name Field value M / O
Remarks
1 Pick Methodology
User Defined M Method by which Picking is done
2 Rule Name Default: Order Number M Name of the Rule
3 Description This is Default Pick Slip Grouping Rule for Shipping Execution
O Description
4 Effective Date 31-MAY-2002 M Effective Dates
Group by Sales OrderSr. No
Field Name Field value M / O
Remarks
1 Order Number CheckBox Enable to get the Order Number
2 Customer Uncheck Box Enable if Customer is to be included
3 Ship to Uncheck Box Enable if Ship to is to be included
4 Carrier Uncheck Box Enable if Carrier is to be included
5 Trip Stop Uncheck Box Enable if Trip Stop is to be included
6 Delivery Uncheck Box Enable if Delivery is to be included
7 Shipment Priority
Uncheck Box Enable if Shipment Priority is to be included
Group by Common Sr. No
Field Name Field value M / O
Remarks
1 Source Sub Inventory
Uncheck Box Enable if Source sub Inventory is to be included
2 Source Locator
Uncheck Box Enable if Source Locator is to be included
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3 Item Uncheck Box Enable if Item is to be included
4 Revision Uncheck Box Enable if Revision is to be included
Group by ManufacturingSr. No
Field Name Field value M / O
Remarks
1 Job/Schedule Uncheck Box Enable if Job/Schdeule is to be included
2 Operation Uncheck Box Enable if Operation is to be included
3 Department Uncheck Box Enable if Department is to be included
4 Push/Pull Uncheck Box Enable if Push/Pull is to be included
5 Supply SubInv Uncheck Box Enable if Supply Sub Inventory is to be included
6 Supply Locator
Uncheck Box Enable if Supply Locator is to be included
7 Project Uncheck Box Enable if Project is to be included
8 Task Uncheck Box Enable if Task is to be included
ITGR GROUPING RULESr. No
Field Name Field value M / O
Remarks
1 Pick Methodology
User Defined M Method by which Picking is done
2 Rule Name ITGR GROUPING RULE M Name of the Rule
3 Description Grouping by Customer, Ship to and Carrier
O Description
4 Effective Date 07-JUN-2004 M Effective Dates
Group by Sales OrderSr. No
Field Name Field value M / O
Remarks
1 Order Number CheckBox Enable to get the Order Number
2 Customer CheckBox Enable if Customer is to be included
3 Ship to CheckBox Enable if Ship to is to be included
4 Carrier CheckBox Enable if Carrier is to be included
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5 Trip Stop Uncheck Box Enable if Trip Stop is to be included
6 Delivery CheckBox Enable if Delivery is to be included
7 Shipment Priority
CheckBox Enable if Shipment Priority is to be included
Group by Common Sr. No
Field Name Field value M / O
Remarks
1 Source Sub Inventory
Uncheck Box Enable if Source sub Inventory is to be included
2 Source Locator
Uncheck Box Enable if Source Locator is to be included
3 Item Uncheck Box Enable if Item is to be included
4 Revision Uncheck Box Enable if Revision is to be included
Group by ManufacturingSr. No
Field Name Field value M / O
Remarks
1 Job/Schedule Uncheck Box Enable if Job/Schdeule is to be included
2 Operation Uncheck Box Enable if Operation is to be included
3 Department Uncheck Box Enable if Department is to be included
4 Push/Pull Uncheck Box Enable if Push/Pull is to be included
5 Supply SubInv Uncheck Box Enable if Supply Sub Inventory is to be included
6 Supply Locator
Uncheck Box Enable if Supply Locator is to be included
7 Project Uncheck Box Enable if Project is to be included
8 Task Uncheck Box Enable if Task is to be included
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14 Release Sequence Rules
Navigation: Order Management > Setup>Shipping>Picking>Release Sequence Rules
Description: Pick Release Sequence is The rule for pick release that decides the order in which eligible order line details request item reservations from Oracle Inventory.Default: Order NumberSr. No
Field Name Field value M / O
Remarks
1 Rule Default: Order Number M Name of the Rule
2 Description This is the default Pick Sequence Rule for Shipping Execution
O Description
3 Effective Dates
31-MAY-2002 M Effective Dates
Release PrioritySr. No
Field Name Field value M / O
Remarks
1 Order Priority Number :1 Ascending: Radio Button
2 Outstanding Invoice Value
3 Schedule Date
Ascending: Radio Button
4 Departure Date
Ascending: Radio Button
5 Shipment Priority
Ascending: Radio Button
ITGR RELEASE RULESr. No
Field Name Field value M / O
Remarks
1 Rule ITGR RELEASE RULE M Name of the Rule
2 Description Integra Release Rule by Priority, Scheduled Date and Order Number
O Description
3 Effective Dates
07-JUN-2004 M Effective Dates
Release PrioritySr. No
Field Name Field value M / O
Remarks
1 Order Priority Number :3 Ascending: Radio Button
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2 Outstanding Invoice Value
3 Schedule Date
Priority Number :2 Ascending: Radio Button
4 Departure Date
Ascending: Radio Button
5 Shipment Priority
Priority Number :1 Ascending: Radio Button
Jarit 260 Sequence RuleSr. No
Field Name Field value M / O
Remarks
1 Rule Jarit 260 Sequence Rule M Name of the Rule
2 Description Jarit Germany Internal Orders
O Description
3 Effective Dates
02-NOV-2004 M Effective Dates
Release PrioritySr. No
Field Name Field value M / O
Remarks
1 Order Priority Number :1 Ascending: Radio Button
2 Outstanding Invoice Value
3 Schedule Date
Ascending: Radio Button
4 Departure Date
Ascending: Radio Button
5 Shipment Priority
Ascending: Radio Button
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15 Release Rules
Navigation: Order Management > Setup>Shipping>Picking>Release Rules
Description: Gives a list of the Release Rules for the ShippingILS ConsignmentSr. No
Field Name Field value M / O
Remarks
1 Rule ILS Consignment M Name of the Rule
2 Effective Dates
08-JUN-2004 O Effective Dates
Order TabSr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order i.e. All, Backordered or Unreleased
2 Order Type O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
Shipping Tab
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assign Lines are to be included
4 Document Set Pick Slip Report O Document Set
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5 Shipment Priority
Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 Auto Pack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
CONSIGNMENT O Auto Ship Confirm Rule
< Release Criteria Inventory Tab>
Sr. No
Field Name Field value M / O
Remarks
1 Warehouse 150 O Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
Yes O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
O Name of the Subinventory
9 Pick from Locator
Name of the Locator O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
O Name of the Locator
ILS GSD PrioritySr. No
Field Name Field value M / O
Remarks
1 Rule ILS GSD Priority M Name of the Rule
2 Effective Dates
14-OCT-2004 O Effective Dates
Order TabSr. No
Field Name Field value M / O
Remarks
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1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
Shipping Tab
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assing Lines are to be included
4 Document Set All Pick Release Documents
O Document Set
5 Shipment Priority
High Priority-GSD Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 Auto Pack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
Inventory Tab
Sr. No
Field Name Field value M / O
Remarks
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1 Warehouse 110 O Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
No O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
O Name of the Subinventory
9 Pick from Locator
O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
STAGE... O Name of the Locator
ILS LoanersSr. No
Field Name Field value M / O
Remarks
1 Rule ILS Loaners M Name of the Rule
2 Effective Dates
25-JUN-2004 O Effective Dates
< Release Criteria Order Tab>Sr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
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9 Schedule Ship Dates
From to To Dates O Dates
10 Requested Dates
From to To dates O Dates
Shipping Tab
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assing Lines are to be included
4 Document Set All Pick Release Documents
O Document Set
5 Shipment Priority
Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 Auto Pack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
< Release Criteria Inventory Tab>
Sr. No
Field Name Field value M / O
Remarks
1 Warehouse 110 O Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
Yes O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
SDRSFG O Name of the Subinventory
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9 Pick from Locator
RSFG... O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
STAGE... O Name of the Locator
ILS Loaners RDCSr. No
Field Name Field value M / O
Remarks
1 Rule ILS Loaners RDC M Name of the Rule
2 Effective Dates
01-OCT-2004 O Effective Dates
Order TabSr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type ILS SHIP AND RECEIVE REPAIR
O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
< Release Criteria Shipping Tab>
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assign Lines are to be included
4 Document Set All Pick Release Documents
O Document Set
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5 Shipment Priority
Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 AutoPack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
Inventory Tab
Sr. No
Field Name Field value M / O
Remarks
1 Warehouse 120 O Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
No O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
O Name of the Subinventory
9 Pick from Locator
O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
STAGE... O Name of the Locator
ILS NEXT DaySr. No
Field Name Field value M / O
Remarks
1 Rule ILS NEXT Day M Name of the Rule
2 Effective Dates
14-OCT-2004 O Effective Dates
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Order TabSr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
Shipping Tab
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assing Lines are to be included
4 Document Set All Pick Release Documents
O Document Set
5 Shipment Priority
Next Day Delivery Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 AutoPack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
Inventory TabSr. No
Field Name Field value M / O
Remarks
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1 Warehouse 110 O Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
No O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
O Name of the Subinventory
9 Pick from Locator
O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
O Name of the Locator
ILS PoolSr. No
Field Name Field value M / O
Remarks
1 Rule ILS Pool M Name of the Rule
2 Effective Dates
31-JAN-2006 O Effective Dates
< Release Criteria Order Tab>Sr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
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9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
Shipping Tab
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assing Lines are to be included
4 Document Set All Pick Release Documents
O Document Set
5 Shipment Priority
Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 AutoPack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
Inventory Tab
Sr. No
Field Name Field value M / O
Remarks
1 Warehouse 110 O Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
No O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
POOL O Name of the Subinventory
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9 Pick from Locator
O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
STAGE... O Name of the Locator
ILS Repair OrdersSr. No
Field Name Field value M / O
Remarks
1 Rule ILS Repair Orders M Name of the Rule
2 Effective Dates
08-JUN-2004 O Effective Dates
< Release Criteria Order Tab>Sr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type ILS SHIP AND RECEIVE REPAIR
O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
Shipping Tab
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assing Lines are to be included
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4 Document Set All Pick Release Documents
O Document Set
5 Shipment Priority
Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 AutoPack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
Inventory Tab
Sr. No
Field Name Field value M / O
Remarks
1 Warehouse 110 O Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
Yes O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
SDFGCOM O Name of the Subinventory
9 Pick from Locator
FGCOM... O Name of the Locator
10 Default Stage Subinventory
STAGINGCOM O Name of the Subinventory
11 Default Stage Locator
STGCOM... O Name of the Locator
ILS Repair RDCSr. No
Field Name Field value M / O
Remarks
1 Rule ILS Repair RDC M Name of the Rule
2 Effective Dates
01-OCT-2004 O Effective Dates
< Release Criteria Order Tab>
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Sr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type ILS SHIP AND RECEIVE REPAIR
O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
< Release Criteria Shipping Tab>
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assign Lines are to be included
4 Document Set All Pick Release Documents
O Document Set
5 Shipment Priority
Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 AutoPack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
Inventory Tab
Sr. No
Field Name Field value M / O
Remarks
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1 Warehouse 120 O Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
No O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
O Name of the Subinventory
9 Pick from Locator
O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
STAGE... O Name of the Locator
ILS Standard RDCSr. No
Field Name Field value M / O
Remarks
1 Rule ILS Standard RDC M Name of the Rule
2 Effective Dates
01-OCT-2004 O Effective Dates
< Release Criteria Order Tab>Sr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
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9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
Shipping Tab
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
3 Include Assign Lines
Uncheck Box Enable if Assing Lines are to be included
4 Document Set All Pick Release Documents
O Document Set
5 Shipment Priority
Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 AutoPack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
Inventory Tab
Sr. No
Field Name Field value M / O
Remarks
1 Warehouse 120 M Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
No O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
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8 Pick From Subinventory
O Name of the Subinventory
9 Pick from Locator
O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
STAGE... O Name of the Locator
ILS Standard SalesSr. No
Field Name Field value M / O
Remarks
1 Rule ILS Standard Sales M Name of the Rule
2 Effective Dates
08-JUN-2004 O Effective Dates
< Release Criteria Order Tab>Sr. No
Field Name Field value M / O
Remarks
1 Orders All M Kind of Order ie All, Backordered or Unreleased
2 Order Type O Type of Order
3 Order Number O Order Number
4 Ship Set O Ship Set
5 Customer O Name of the Customer
6 Ship To O Ship to Location
7 Item O Item
8 Prior Reservations Only
Uncheck Box Enable if Prior Reservation is to be included
9 Schedule Ship Dates
O Dates
10 Requested Dates
O Dates
Shipping Tab
Sr. No
Field Name Field value M / O
Remarks
1 Ship Method O Method of Shipment
2 Ship From O Ship From
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3 Include Assign Lines
Uncheck Box Enable if Assing Lines are to be included
4 Document Set All Pick Release Documents
O Document Set
5 Shipment Priority
Standard Priority Priority Of Shipment
6 Release Sequence Rules
ITGR RELEASE RULE O Rules of Release Sequence
7 Auto Deliver Yes Whether to Auto Deliver or not
8 AutoPack Delivery
No M Whether to Auto pack Delivery or Not
9 Auto Ship Confirm Rule
O Auto Ship Confirm Rule
Inventory Tab
Sr. No
Field Name Field value M / O
Remarks
1 Warehouse 110 M Name of the Warehouse
2 Project O Name of the Project
3 Task O Name of the Task
4 Pick Slip Grouping Rule
ITGR GROUPING RULE O Rules for Pick Slip Grouping
5 Auto Allocate Yes O Whether to Auto Allocate or Not
6 Auto Pick Confirm
No O Whether to Auto Pick Confirm or Not
7 Plan Tasks No O Whether to Plan tasks or not
8 Pick From Subinventory
O Name of the Subinventory
9 Pick from Locator
O Name of the Locator
10 Default Stage Subinventory
STAGING O Name of the Subinventory
11 Default Stage Locator
O Name of the Locator
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16 Container Load Details
Navigation: Order Management > Setup>Shipping>Container Load Details
Description: Container Load Details are given here.Sr. No
Field Name Field value M / O
Remarks
1 Container Item
M Flex field
2 Type O Type of Container Item
3 Load Item M Flex field
4 UOM O UOM of Item
5 Maximum Qty M Max Quantity allowed
6 Preferred Flag Check Box Enable if Container Item is to be included
Note: No Records
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17 Shipping Document Sequence
Navigation: Order Management > Setup>Shipping>Document> Document Sequences
Sr. No
Field Name Field value M / O Remarks
1 Name BE OM M Name of the Document Sequence
2 Application Oracle OM M Which Oracle Responsibility
3 Effective Dates
From to To Dates M Effective Dates
4 Type Manual M Type of Document Sequence
5 Message CheckBox Enable if Message is to be shown for the particular Document Sequence
6 Initial Value 111 O Initial Value
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18 Shipping Document Category
Navigation: Order Management > Setup>Shipping>Document>Document Category
Description:ILS Bill of LadingSr. No
Field Name Field value M / O
Remarks
1 Category Name
ILS Bill of Lading O Name of the Category
2 Description Integra Bill of Lading O Description
3 Document Type
Bill of Lading Document Type
4 Enabled Check Box Location
5 Ship Methods All
6 Locations All
7 Prefix BOL
8 Suffix
9 Delimiter -
10 Default Appearance
BOL-1
ILS Pack ListSr. No
Field Name Field value M / O
Remarks
1 Category Name
ILS Pack List O Name of the Category
2 Description Integra Pack List O Description
3 Document Type
Packing Slip Document Type
4 Enabled Check Box Location
5 Ship Methods One Customer Orders
6 Locations All
7 Prefix PACK
8 Suffix
9 Delimiter -
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10 Default Appearance
PACK-1
Assign Sequences
Navigation: Order Management > Setup>Shipping>Document>Assign Sequences
Description:
Sequence Assignment DocumentSr. No
Field Name Field value M / O
Remarks
1 Application M Responsibility
2 Category M Category Name
3 Set of Books M SOB
4 Methods O Type of Method : Null/Manual/Automatic
Sequence Assignment TabSr. No
Field Name Field value M / O
Remarks
1 Application M Responsibility
2 Category M Category Name
3 Start Date M Start Date
4 End Date O End Date
5 Sequence O Sequence
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19 Shipping Document Sets
Navigation: Order Management > Setup>Shipping>Document>Document Set
Description:All Pick Release DocumentsSr. No
Field Name Field value M / O Remarks
1 Document Set
All Pick Release Documents
M Set of Documents
2 Description Pick Release O Description
3 Usage Pick Release O Whether Ship Confirm or Pick Release
4 Effective Dates
01-AUG-1997 O Effective Dates
5 Printing Method
Parallel Radio Button
< Documents >Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 10 M Number Sequence
6.2 Application Oracle Shipping M Responsibility
6.3 Report Name Pick Slip Report M Name of the Report
6.4 Description Pick Slip Report O Description
6.5 Copies 1 M Number of Copies to be Printed
< Documents >Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 11 M Number Sequence
6.2 Application Oracle Shipping M Responsibility
6.3 Report Name Shipping Exceptions Report
M Name of the Report
6.4 Description Shipping Exceptions Report
O Description
6.5 Copies 1 M Number of Copies to be Printed
ITGR_PACK_SLIP
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Sr. No
Field Name Field value M / O Remarks
1 Document Set
ITGR_PACK_SLIP M Set of Documents
2 Description Jarit - USJARPACKLIST01 O Description
3 Usage Ship Confirm O Whether Ship Confirm or Pick Release
4 Effective Dates
30-NOV-2004 O Effective Dates
5 Printing Method
Parallel Radio Button
< Documents >Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 1 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR:WSH Jarit Slip Report Program
M Name of the Report
6.4 Description ITGR:WSH Jarit Slip Report Program
O Description
6.5 Copies 1 M Number of Copies to be Printed
ITGR_PACK_SLIP2Sr. No
Field Name Field value M / O Remarks
1 Document Set
ITGR_PACK_SLIP2 M Set of Documents
2 Description Jarit - USJARPACKLIST03 O Description
3 Usage Ship Confirm O Whether Ship Confirm or Pick Release
4 Effective Dates
06-MAY-2005 O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 1 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR:WSH Jarit Slip Report Program Secondary
M Name of the Report
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6.4 Description ITGR:WSH Packing Slip Report
O Description
6.5 Copies 1 M Number of Copies to be Printed
ITGR_PACK_SLIP3Sr. No
Field Name Field value M / O Remarks
1 Document Set
ITGR_PACK_SLIP3 M Set of Documents
2 Description Jarit International Packslip - PUSJARWH04
O Description
3 Usage Ship Confirm O Whether Ship Confirm or Pick Release
4 Effective Dates
13-DEC-2005 O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 1 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR:WSH Jarit International Packslip
M Name of the Report
6.4 Description ITGR:WSH Packing Slip Report
O Description
6.5 Copies 1 M Number of Copies to be Printed
ITGR_PICK_CONFIRMSr. No
Field Name Field value M / O Remarks
1 Document Set
ITGR_PICK_CONFIRM M Set of Documents
2 Description Pick Confirmed Document Set
O Description
3 Usage Pick Release O Whether Ship Confirm or Pick Release
4 Effective Dates
09-AUG-2004- 12-AUG-2004
O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
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6.1 Sequence 1 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR:WSH Packing Slip Report Program
M Name of the Report
6.4 Description ITGR:WSH Packing Slip Report
O Description
6.5 Copies 1 M Number of Copies to be Printed
ITGR_PICK_CONFIRMEDSr. No
Field Name Field value M / O Remarks
1 Document Set
ITGR_PICK_CONFIRMED M Set of Documents
2 Description Integra Pick Confirmed Document Set
O Description
3 Usage Ship Confirmed O Whether Ship Confirm or Pick Release
4 Effective Dates
12-AUG-2004 O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 1 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR:WSH Packing Slip Report Program
M Name of the Report
6.4 Description ITGR:WSH Packing Slip Report
O Description
6.5 Copies 1 M Number of Copies to be Printed
< Documents >Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 2 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR:OM Collagen Certificate of Origin,Inspection,Quality
M Name of the Report
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and Sterilization w/o Trace6.4 Description Collagen Certificate of
Origin,Inspection,Quality and Sterilization w/o Trace
O Description
6.5 Copies 1 M Number of Copies to be Printed
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 3 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR:OM Collagen Certificate of Origin,Inspection,Quality and Sterilization
M Name of the Report
6.4 Description Collagen Certificate of Origin,Inspection,Quality and Sterilization
O Description
6.5 Copies 1 M Number of Copies to be Printed
< Documents >Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 4 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR:OM Certificate of Origin,Inspection,Quality and Sterilization
M Name of the Report
6.4 Description Certificate of Origin,Inspection,Quality and Sterilization
O Description
6.5 Copies 1 M Number of Copies to be Printed
ITGR_RDC_COMMINVSr. No
Field Name Field value M / O Remarks
1 Document Set
ITGR_RDC_COMMINV M Set of Documents
2 Description Commercial Invoices - RDC Only
O Description
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3 Usage Ship Confirm O Whether Ship Confirm or Pick Release
4 Effective Dates
11-MAY-2005 O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 1 M Number Sequence
6.2 Application Oracle Shipping M Responsibility
6.3 Report Name Commercial Invoice: RDC M Name of the Report
6.4 Description Commercial Invoice O Description
6.5 Copies 1 M Number of Copies to be Printed
Jarit Intl Pick ReleaseSr. No
Field Name Field value M / O Remarks
1 Document Set
Jarit Intl Pick Release M Set of Documents
2 Description Jarit International Pick Release Documents
O Description
3 Usage Pick Release O Whether Ship Confirm or Pick Release
4 Effective Dates
01-JUN-2005 O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 1 M Number Sequence
6.2 Application Oracle Shipping M Responsibility
6.3 Report Name Shipping Exceptions Report
M Name of the Report
6.4 Description Shipping Exceptions Report
O Description
6.5 Copies 1 M Number of Copies to be Printed
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Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 1 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR: Pick Slip Report International Jarit
M Name of the Report
6.4 Description ITGR: Pick Slip Report International Jarit - Jarit Picklist Sorted
O Description
6.5 Copies 1 M Number of Copies to be Printed
Jarit Intl Pick Release#2Sr. No
Field Name Field value M / O Remarks
1 Document Set
Jarit Intl Pick Release #2 M Set of Documents
2 Description Jarit Intl Pick Release Documents - PUSJARWH04
O Description
3 Usage Pick Release O Whether Ship Confirm or Pick Release
4 Effective Dates
13-DEC-2005 O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 10 M Number Sequence
6.2 Application Oracle Shipping M Responsibility
6.3 Report Name Shipping Exceptions Report
M Name of the Report
6.4 Description Shipping Exceptions Report
O Description
6.5 Copies 1 M Number of Copies to be Printed
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 11 M Number Sequence
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6.2 Application Business Online M Responsibility
6.3 Report Name ITGR: Pick Slip Report International Jarit #2
M Name of the Report
6.4 Description ITGR: Pick Slip Report International Jarit #2 - Jarit Picklist Sorted
O Description
6.5 Copies 1 M Number of Copies to be Printed
Jarit Intl Pick Release DocumentsSr. No
Field Name Field value M / O Remarks
1 Document Set
Jarit Pick Release Documents
M Set of Documents
2 Description Jarit Pick Release Documents - Picklist Sorted
O Description
3 Usage Pick Release O Whether Ship Confirm or Pick Release
4 Effective Dates
20-MAY-2005 O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 10 M Number Sequence
6.2 Application Oracle Shipping M Responsibility
6.3 Report Name Shipping Exceptions Report
M Name of the Report
6.4 Description Shipping Exceptions Report
O Description
6.5 Copies 1 M Number of Copies to be Printed
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 11 M Number Sequence
6.2 Application Business Online M Responsibility
6.3 Report Name ITGR: Pick Slip Report M Name of the Report
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6.4 Description ITGR: Pick Slip Report - Jarit Picklist Sorted
O Description
6.5 Copies 1 M Number of Copies to be Printed
Ship Confirm DocumentsSr. No
Field Name Field value M / O Remarks
1 Document Set
Ship Confirm Documents M Set of Documents
2 Description Ship Confirm O Description
3 Usage Ship Confirm O Whether Ship Confirm or Pick Release
4 Effective Dates
01-AUG-1997 O Effective Dates
5 Printing Method
Parallel Radio Button
Documents Sr. No
Field Name Field value M / O
Remarks
6.1 Sequence 10 M Number Sequence
6.2 Application Oracle Shipping M Responsibility
6.3 Report Name Commercial Invoice M Name of the Report
6.4 Description Commercial Invoice O Description
6.5 Copies 1 M Number of Copies to be Printed
Choose Printers
Navigation: Order Management > Setup>Shipping>Document>Choose Printers
Description: Selecting the PrinterSr. No
Field Name Field value M / O
Remarks
1 Printer O Name of the Printer
2 Level O Department
3 Value M
4 Equipment Instance
O Equipment Instance
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5 Label format O Label format
6 Comments O Comments
7 Enabled CheckBox Check if the Printer is Enabled
8 Default CheckBox Check if the Printer is Default
Note: No Values
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20 Personal Profiles
Navigation: Order Management > Setup>Shipping>Personal Profiles
Description:Sr. No
Field Name Field value M / O
Remarks
1 Profile Name O Profile Name
2 Default Value O Default Value
3 User Value O User Value
OM Profiles:
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21 Shipping Execution Grants
Navigation: Order Management > Setup>Shipping>Grants and Role Definitions > Grants
Description: Assigning Grants to various Users.Sr. No
Field Name Field value M / O
Remarks
1 User M Name of the User
2 Role M Role of the User
3 Organization O Name of the Org
4 Start Date M Date
5 End Date O Date
6 Role Description
O Role Description
7 Organization Name
O Organization Name
Grants:
Role DefinitionNavigation: Order Management > Setup>Shipping>Grants and Role Definitions >Define Roles
Description: Defining The Roles that will be used.
Upgrade RoleSr. No
Field Name Field value M / O
Remarks
1 Name Upgrade Role M Name of the Role
2 Description Full Access Role for existing users
O Description
Trips Tab Sr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Type of Data Access
2 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be Calculated
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3 Assign Freight Cost CheckBox Enable if Freight costs are to be assigned
4 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
5 Plan CheckBox Enable if Plan is to be made active
6 Print Document CheckBox Enable if document is to be printed
7 Pick Release Form CheckBox Enable if Release form is to be picked
8 Resolve Exception Form
CheckBox Enable if Exception Form is to be resolved
9 Unplan CheckBox Enable if Unplan is to be made active
10 Ship Confirm Uncheck Box Enable if Ship confirm is to be included
Stops TabSr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Date Access
2 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be calculated
3 Assign Freight Cost
CheckBox Enable if Freight Cost is to be assigned
4 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
5 Plan CheckBox Enable if Plan is to be made active
6 Print Document
CheckBox Enable if Documents are to be printed
7 Pick Release Form
CheckBox Enable if Release Form is to be picked
8 Resolve Exception Form
CheckBox Enable if Exception form is to be released
9 Unplan CheckBox Enable if Unplan is to be made active
10 Update Status CheckBox Enable if Status is to be Updated
Delivery TabSr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Data Access
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2 Assign to Trip CheckBox Enable if Trip is to be assigned
3 AutoCreate Trip
CheckBox Enable if Trip is to be autocreated
4 Auto Pack CheckBox Enable if Pack is to be automated
5 Auto Pack Master
CheckBox Enable if Pack Master is automated
6 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be calculated
7 Close CheckBox Enable if it is to be closed
8 Assign Freight Cost
CheckBox Enable if Freight Cost is to be assigned
9 Generate BOL CheckBox Enable if BOL is to be generated
10 Generate Loading Seq
CheckBox Enable if Loading Seq is to be generated
11 Generate Packing Slip
CheckBox Enable if packing slip is to be generated
12 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
13 View message History
Disabled Enable if Message history is to be viewed
14 Pick and Ship Uncheck Box Enable for Pick and Ship
15 Pick, pack and ship
Uncheck Box Enable for Pick. Pack and Ship
16 Plan CheckBox Enable for Plan
17 Print Document Set
CheckBox Enable if Document set is to be printed
18 Pick Release form
CheckBox Enable if Release form is to be picked
19 Re Open CheckBox Enable to Reopen
20 Resolve Exception Forms
CheckBox Enable if Exception form is to be resolved
21 Ship Confirm CheckBox Enable if Ship Confirmation is to be done
22 Unassign from Trip
CheckBox Enable if Trip form is unassigned
23 Unplan CheckBox Enable if Unplan is to be made active
24 UPS Address Validation
CheckBox Enable if UPS Address is to be validated
25 UPS Rate and Service
CheckBox Enable if UPS Rate and Service is to be included
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26 UPS Time in Transit
CheckBox Enable if UPS Time in transit is to be included
27 Send Outbound Message
Disabled Enable if Outbound Messages are to be sent
28 Select Carrier Disabled Enable if Carrier is to be selected
29 Get Freight Cost
Disabled Enable if Freight Cost is to be calculated
30 Cancel Ship Method
Disabled Enable if Ship Method is to be cancelled
31 View Shipping Status
Uncheck Box Enable if Shipping Status is to be viewed
Lines/LPNS Tab Sr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Data Access
2 Assign to Delivery
CheckBox Enable if Delivery is assigned
3 Auto Create Deliveries
CheckBox Enable if Deliveries are to be auto created
4 Auto Create Trip
CheckBox Enable if Trip is to be autocreated
5 Auto Pack CheckBox Enable if Packing is to be automated
6 Auto Pack master
CheckBox Enable if pack Master is to be automated
7 Calculate Volume/Weight
CheckBox Enable if Volume/Weight is to be calculated
8 Create LPN’s CheckBox Enable if LPN’s is to be created
9 Assign Freight Cost
CheckBox Enable if Freight cost is to be assigned
10 Launch Pick Release
CheckBox Enable if Pick release is to be launched
11 Pack CheckBox Enable if Packing is to be activated
12 Packing Calculator
CheckBox Enable if Packing is to be calculated
13 Packing Workbench
CheckBox Enable if Packing is Workbench
14 Pick and Pack Uncheck Box Enable for Pick and Pack
15 Pick, Pack and Ship
Uncheck Box Enable for Pick, Pack and Ship
16 Pick Release form
CheckBox Enable if Pick Release is to be form
17 Resolve Exception
CheckBox Enable if Exception form is to be resolved
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Form18 Split Line CheckBox Enable for Split Line
19 Unassign from Delivery
CheckBox Enable if Delivery is to be unassigned
20 Unpack CheckBox Enable if Unpack is to be done
21 UPS address Validation
CheckBox Enable If UPS address is to be validated
22 UPS Rate and Service
CheckBox Enable if UPS Rate and Service is to be included
23 UPS Tracking CheckBox Enable if UPS Tracking is to be included
24 UPS Time in Transit
CheckBox Enable if UPS Time in transit is to be included
25 Cycle Count Delivery Time
Uncheck Box Enable if Cycle Count Delivery Time is to be included
SupersizeSr. No
Field Name Field value M / O
Remarks
1 Name Supersize M Name of the Role
2 Description Ship All O Description
Trips Tab Sr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Type of Data Access
2 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be Calculated
3 Assign Freight Cost CheckBox Enable if Freight costs are to be assigned
4 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
5 Plan CheckBox Enable if Plan is to be made active
6 Print Document CheckBox Enable if document is to be printed
7 Pick Release Form CheckBox Enable if Release form is to be picked
8 Resolve Exception Form
CheckBox Enable if Exception Form is to be resolved
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9 Unplan CheckBox Enable if Unplan is to be made active
10 Ship Confirm CheckBox Enable if Ship confirm is to be included
Stops TabSr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Date Access
2 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be calculated
3 Assign Freight Cost
CheckBox Enable if Freight Cost is to be assigned
4 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
5 Plan CheckBox Enable if Plan is to be made active
6 Print Document
CheckBox Enable if Documents are to be printed
7 Pick Release Form
CheckBox Enable if Release Form is to be picked
8 Resolve Exception Form
CheckBox Enable if Exception form is to be released
9 Unplan CheckBox Enable if Unplan is to be made active
10 Update Status CheckBox Enable if Status is to be Updated
Delivery TabSr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Data Access
2 Assign to Trip CheckBox Enable if Trip is to be assigned
3 AutoCreate Trip
CheckBox Enable if Trip is to be autocreated
4 Auto Pack CheckBox Enable if Pack is to be automated
5 Auto Pack Master
CheckBox Enable if Pack Master is automated
6 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be calculated
7 Close CheckBox Enable if it is to be closed
8 Assign Freight Cost
CheckBox Enable if Freight Cost is to be assigned
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9 Generate BOL CheckBox Enable if BOL is to be generated
10 Generate Loading Seq
CheckBox Enable if Loading Seq is to be generated
11 Generate Packing Slip
CheckBox Enable if packing slip is to be generated
12 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
13 View message History
CheckBox Enable if Message history is to be viewed
14 Pick and Ship CheckBox Enable for Pick and Ship
15 Pick, pack and ship
CheckBox Enable for Pick. Pack and Ship
16 Plan CheckBox Enable for Plan
17 Print Document Set
CheckBox Enable if Document set is to be printed
18 Pick Release form
CheckBox Enable if Release form is to be picked
19 Re Open CheckBox Enable to Reopen
20 Resolve Exception Forms
CheckBox Enable if Exception form is to be resolved
21 Ship Confirm CheckBox Enable if Ship Confirmation is to be done
22 Unassign from Trip
CheckBox Enable if Trip form is unassigned
23 Unplan CheckBox Enable if Unplan is to be made active
24 UPS Address Validation
CheckBox Enable if UPS Address is to be validated
25 UPS Rate and Service
CheckBox Enable if UPS Rate and Service is to be included
26 UPS Time in Transit
CheckBox Enable if UPS Time in transit is to be included
27 Send Outbound Message
CheckBox Enable if Outbound Messages are to be sent
28 Select Carrier CheckBox Enable if Carrier is to be selected
29 Get Freight Cost
CheckBox Enable if Freight Cost is to be calculated
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30 Cancel Ship Method
CheckBox Enable if Ship Method is to be cancelled
31 View Shipping Status
CheckBox Enable if Shipping Status is to be viewed
Lines/LPNS Tab Sr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Data Access
2 Assign to Delivery
CheckBox Enable if Delivery is assigned
3 Auto Create Deliveries
CheckBox Enable if Deliveries are to be auto created
4 Auto Create Trip
CheckBox Enable if Trip is to be autocreated
5 Auto Pack CheckBox Enable if Packing is to be automated
6 Auto Pack master
CheckBox Enable if pack Master is to be automated
7 Calculate Volume/Weight
CheckBox Enable if Volume/Weight is to be calculated
8 Create LPN’s CheckBox Enable if LPN’s is to be created
9 Assign Freight Cost
CheckBox Enable if Freight cost is to be assigned
10 Launch Pick Release
CheckBox Enable if Pick release is to be launched
11 Pack CheckBox Enable if Packing is to be activated
12 Packing Calculator
CheckBox Enable if Packing is to be calculated
13 Packing Workbench
CheckBox Enable if Packing is Workbench
14 Pick and Pack CheckBox Enable for Pick and Pack
15 Pick, Pack and Ship
CheckBox Enable for Pick, Pack and Ship
16 Pick Release form
CheckBox Enable if Pick Release is to be form
17 Resolve Exception Form
CheckBox Enable if Exception form is to be resolved
18 Split Line CheckBox Enable for Split Line
19 Unassign from Delivery
CheckBox Enable if Delivery is to be unassigned
20 Unpack CheckBox Enable if Unpack is to be done
21 UPS address Validation
CheckBox Enable If UPS address is to be validated
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22 UPS Rate and Service
CheckBox Enable if UPS Rate and Service is to be included
23 UPS Tracking CheckBox Enable if UPS Tracking is to be included
24 UPS Time in Transit
CheckBox Enable if UPS Time in transit is to be included
25 Cycle Count Delivery Time
CheckBox Enable if Cycle Count Delivery Time is to be included
ZharrisSr. No
Field Name Field value M / O
Remarks
1 Name Zharris M Name of the Role
2 Description O Description
Trips Tab Sr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Type of Data Access
2 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be Calculated
3 Assign Freight Cost CheckBox Enable if Freight costs are to be assigned
4 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
5 Plan CheckBox Enable if Plan is to be made active
6 Print Document CheckBox Enable if document is to be printed
7 Pick Release Form CheckBox Enable if Release form is to be picked
8 Resolve Exception Form
CheckBox Enable if Exception Form is to be resolved
9 Unplan CheckBox Enable if Unplan is to be made active
10 Ship Confirm CheckBox Enable if Ship confirm is to be included
Stops TabSr. No
Field Name Field value M / O
Remarks
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1 Data Access Edit M Date Access
2 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be calculated
3 Assign Freight Cost
CheckBox Enable if Freight Cost is to be assigned
4 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
5 Plan CheckBox Enable if Plan is to be made active
6 Print Document
CheckBox Enable if Documents are to be printed
7 Pick Release Form
CheckBox Enable if Release Form is to be picked
8 Resolve Exception Form
CheckBox Enable if Exception form is to be released
9 Unplan CheckBox Enable if Unplan is to be made active
10 Update Status CheckBox Enable if Status is to be Updated
Delivery TabSr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Data Access
2 Assign to Trip CheckBox Enable if Trip is to be assigned
3 AutoCreate Trip
CheckBox Enable if Trip is to be autocreated
4 Auto Pack CheckBox Enable if Pack is to be automated
5 Auto Pack Master
CheckBox Enable if Pack Master is automated
6 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be calculated
7 Close CheckBox Enable if it is to be closed
8 Assign Freight Cost
CheckBox Enable if Freight Cost is to be assigned
9 Generate BOL CheckBox Enable if BOL is to be generated
10 Generate Loading Seq
CheckBox Enable if Loading Seq is to be generated
11 Generate Packing Slip
CheckBox Enable if packing slip is to be generated
12 Launch Pick Release
CheckBox Enable if Pick Release is to be launched
13 View message History
CheckBox Enable if Message history is to be viewed
14 Pick and Ship CheckBox Enable for Pick and Ship
15 Pick, pack and CheckBox Enable for Pick. Pack and Ship
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ship16 Plan CheckBox Enable for Plan
17 Print Document Set
CheckBox Enable if Document set is to be printed
18 Pick Release form
CheckBox Enable if Release form is to be picked
19 Re Open CheckBox Enable to Reopen
20 Resolve Exception Forms
CheckBox Enable if Exception form is to be resolved
21 Ship Confirm CheckBox Enable if Ship Confirmation is to be done
22 Unassign from Trip
CheckBox Enable if Trip form is unassigned
23 Unplan CheckBox Enable if Unplan is to be made active
24 UPS Address Validation
CheckBox Enable if UPS Address is to be validated
25 UPS Rate and Service
CheckBox Enable if UPS Rate and Service is to be included
26 UPS Time in Transit
CheckBox Enable if UPS Time in transit is to be included
27 Send Outbound Message
CheckBox Enable if Outbound Messages are to be sent
28 Select Carrier CheckBox Enable if Carrier is to be selected
29 Get Freight Cost
CheckBox Enable if Freight Cost is to be calculated
30 Cancel Ship Method
CheckBox Enable if Ship Method is to be cancelled
31 View Shipping Status
CheckBox Enable if Shipping Status is to be viewed
Lines/LPNS Tab Sr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Data Access
2 Assign to Delivery
CheckBox Enable if Delivery is assigned
3 Auto Create CheckBox Enable if Deliveries are to be auto
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Deliveries created4 Auto Create
TripCheckBox Enable if Trip is to be autocreated
5 Auto Pack CheckBox Enable if Packing is to be automated
6 Auto Pack master
CheckBox Enable if pack Master is to be automated
7 Calculate Volume/Weight
CheckBox Enable if Volume/Weight is to be calculated
8 Create LPN’s CheckBox Enable if LPN’s is to be created
9 Assign Freight Cost
CheckBox Enable if Freight cost is to be assigned
10 Launch Pick Release
CheckBox Enable if Pick release is to be launched
11 Pack CheckBox Enable if Packing is to be activated
12 Packing Calculator
CheckBox Enable if Packing is to be calculated
13 Packing Workbench
CheckBox Enable if Packing is Workbench
14 Pick and Pack CheckBox Enable for Pick and Pack
15 Pick, Pack and Ship
CheckBox Enable for Pick, Pack and Ship
16 Pick Release form
CheckBox Enable if Pick Release is to be form
17 Resolve Exception Form
CheckBox Enable if Exception form is to be resolved
18 Split Line CheckBox Enable for Split Line
19 Unassign from Delivery
CheckBox Enable if Delivery is to be unassigned
20 Unpack CheckBox Enable if Unpack is to be done
21 UPS address Validation
CheckBox Enable If UPS address is to be validated
22 UPS Rate and Service
CheckBox Enable if UPS Rate and Service is to be included
23 UPS Tracking CheckBox Enable if UPS Tracking is to be included
24 UPS Time in Transit
CheckBox Enable if UPS Time in transit is to be included
25 Cycle Count Delivery Time
CheckBox Enable if Cycle Count Delivery Time is to be included
Print Document Sets
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Sr. No
Field Name Field value M / O
Remarks
1 Name Print Document Sets M Name of the Role
2 Description O Description
Trips Tab Sr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Type of Data Access
2 Calculate Weight/Volume
Uncheck Box Enable if Weight/Volume is to be Calculated
3 Assign Freight Cost Uncheck Box Enable if Freight costs are to be assigned
4 Launch Pick Release
Uncheck Box Enable if Pick Release is to be launched
5 Plan Uncheck Box Enable if Plan is to be made active
6 Print Document CheckBox Enable if document is to be printed
7 Pick Release Form Uncheck Box Enable if Release form is to be picked
8 Resolve Exception Form
Uncheck Box Enable if Exception Form is to be resolved
9 Unplan Uncheck Box Enable if Unplan is to be made active
10 Ship Confirm Uncheck Box Enable if Ship confirm is to be included
Stops TabSr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Date Access
2 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be calculated
3 Assign Freight Cost
Uncheck Box Enable if Freight Cost is to be assigned
4 Launch Pick Release
Uncheck Box Enable if Pick Release is to be launched
5 Plan Uncheck Box Enable if Plan is to be made active
6 Print Document
CheckBox Enable if Documents are to be printed
7 Pick Release Form
Uncheck Box Enable if Release Form is to be picked
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8 Resolve Exception Form
Uncheck Box Enable if Exception form is to be released
9 Unplan Uncheck Box Enable if Unplan is to be made active
10 Update Status Uncheck Box Enable if Status is to be Updated
Delivery TabSr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Data Access
2 Assign to Trip Uncheck Box Enable if Trip is to be assigned
3 AutoCreate Trip
Uncheck Box Enable if Trip is to be autocreated
4 Auto Pack Uncheck Box Enable if Pack is to be automated
5 Auto Pack Master
Uncheck Box Enable if Pack Master is automated
6 Calculate Weight/Volume
CheckBox Enable if Weight/Volume is to be calculated
7 Close Uncheck Box Enable if it is to be closed
8 Assign Freight Cost
Uncheck Box Enable if Freight Cost is to be assigned
9 Generate BOL Uncheck Box Enable if BOL is to be generated
10 Generate Loading Seq
Uncheck Box Enable if Loading Seq is to be generated
11 Generate Packing Slip
Uncheck Box Enable if packing slip is to be generated
12 Launch Pick Release
Uncheck Box Enable if Pick Release is to be launched
13 View message History
Check Box Enable if Message history is to be viewed
14 Pick and Ship Uncheck Box Enable for Pick and Ship
15 Pick, pack and ship
Uncheck Box Enable for Pick. Pack and Ship
16 Plan Uncheck Box Enable for Plan
17 Print Document Set
CheckBox Enable if Document set is to be printed
18 Pick Release form
Uncheck Box Enable if Release form is to be picked
19 Re Open Uncheck Box Enable to Reopen
20 Resolve Exception Forms
Uncheck Box Enable if Exception form is to be resolved
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21 Ship Confirm Uncheck Box Enable if Ship Confirmation is to be done
22 Unassign from Trip
Uncheck Box Enable if Trip form is unassigned
23 Unplan Uncheck Box Enable if Unplan is to be made active
24 UPS Address Validation
CheckBox Enable if UPS Address is to be validated
25 UPS Rate and Service
CheckBox Enable if UPS Rate and Service is to be included
26 UPS Time in Transit
CheckBox Enable if UPS Time in transit is to be included
27 Send Outbound Message
CheckBox Enable if Outbound Messages are to be sent
28 Select Carrier CheckBox Enable if Carrier is to be selected
29 Get Freight Cost
Disabled Enable if Freight Cost is to be calculated
30 Cancel Ship Method
Disabled Enable if Ship Method is to be cancelled
31 View Shipping Status
CheckBox Enable if Shipping Status is to be viewed
Lines/LPNS Tab Sr. No
Field Name Field value M / O
Remarks
1 Data Access Edit M Data Access
2 Assign to Delivery
Uncheck Box Enable if Delivery is assigned
3 Auto Create Deliveries
Uncheck Box Enable if Deliveries are to be auto created
4 Auto Create Trip
Uncheck Box Enable if Trip is to be autocreated
5 Auto Pack Uncheck Box Enable if Packing is to be automated
6 Auto Pack master
Uncheck Box Enable if pack Master is to be automated
7 Calculate Volume/Weight
CheckBox Enable if Volume/Weight is to be calculated
8 Create LPN’s Uncheck Box Enable if LPN’s is to be created
9 Assign Freight Cost
Uncheck Box Enable if Freight cost is to be assigned
10 Launch Pick Release
Uncheck Box Enable if Pick release is to be launched
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11 Pack Uncheck Box Enable if Packing is to be activated
12 Packing Calculator
Uncheck Box Enable if Packing is to be calculated
13 Packing Workbench
Uncheck Box Enable if Packing is Workbench
14 Pick and Pack Uncheck Box Enable for Pick and Pack
15 Pick, Pack and Ship
Uncheck Box Enable for Pick, Pack and Ship
16 Pick Release form
Uncheck Box Enable if Pick Release is to be form
17 Resolve Exception Form
Uncheck Box Enable if Exception form is to be resolved
18 Split Line Uncheck Box Enable for Split Line
19 Unassign from Delivery
Uncheck Box Enable if Delivery is to be unassigned
20 Unpack Uncheck Box Enable if Unpack is to be done
21 UPS address Validation
CheckBox Enable If UPS address is to be validated
22 UPS Rate and Service
CheckBox Enable if UPS Rate and Service is to be included
23 UPS Tracking CheckBox Enable if UPS Tracking is to be included
24 UPS Time in Transit
CheckBox Enable if UPS Time in transit is to be included
25 Cycle Count Delivery Time
Uncheck Box Enable if Cycle Count Delivery Time is to be included
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22 Regions and Zones
Navigation: Order Management > Setup>Shipping>Regions and Zones> Regions and Zones
Description: Definition of Regions and Zones to be done here.
Region Tab Sr. No
Field Name Field value M / O
Remarks
1 Country M Name of the Country
2 Code M Code
3 State/Province O State/Province
4 State/Province O State/Province Code
5 City O City
6 City Code O City Code
7 Zip Code O Zip Code
Zone tabSr. No
Field Name Field value M / O
Remarks
1 Zone M Name of the Zone
2 Zone Level O Zone Level
3 Zone Components
O Zone Components
4 Country O Name of the Country
5 Code O Code
6 State/Province O State/Province
7 State/Province O State/Province Code
8 City O City
9 City Code O City Code
10 Zip Code O Zip Code
Locations Tab
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Sr. No
Field Name Field value M / O
Remarks
1 Location O Type of Location
2 Name O Name of the Location
3 Number O Number of the location
4 Address O Address
5 City O City
6 State O State
7 Postal Code O Postal Code
8 Country O Country
9 Country O Name of the Country
10 Code O Code
11 State/Province O State/Province
12 State/Province O State/Province Code
13 City O City
14 City Code O City Code
15 Zip Code O Zip Code
16 Exception Enable if Country is an Exception
17 Parent region Enable if Country is in the Parent Region
Note: No Records
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23 Region Interface
Navigation: Order Management > Setup>Shipping>Regions and Zones>Region Interface
Sr. No
Field Name Field value M / O
Remarks
1 Country O Country
2 Country O Name of the Country
3 Code O Code
4 State/Province O State/Province
5 State/Province O State/Province Code
6 City O City
7 City Code O City Code
8 Zip Code O Zip Code
9 From O From Zip Code
10 To O To Zip Code
Note: No Records
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24 Auto Ship Confirm Rules
Navigation: Order Management > Setup>Shipping>Auto Ship Confirm Rules
CONSIGNMENTSr. No
Field Name Field value M / O
Remarks
1 Auto Ship Confirm Rule
CONSIGNMENT M Rule Governing Auto Ship Confirm
2 Effective Date 07-JUN-2004 M Effective Date
3 Shipping Option Action
Ship All M Action for Shipping Option
4 Unspecified Quantities
Ship M Unspecified Quantities action
5 Create Delivery for Staged Quantities
Check Box Enable if Delivery for Staged Quantities is to be created
Auto Create Trip Options Sr. No
Field Name Field value M / O
Remarks
1 Ship Method` Method of Shipping
.2 Set Delivery in Transit
Check Box Enable if Delivery is in Transit
3 Close Trip Check Box Enable after Closing the Trip
4 Defer Interface
Uncheck Box Enable for Interface Deference
5 Create Bill of Lading
Uncheck Box Enable if Bill of Lading is to be created
Pre Existing Trip Options Sr. No
Field Name Field value M / O
Remarks
6.1 Set Delivery in Transit
Check Box Enable if Delivery is in Transit
6.2 Close Trip Check Box Enable after Closing the Trip
6.3 Defer Interface
Uncheck Box Enable for Interface Deference
6.4 Create Bill of Lading
Uncheck Box Enable if Bill of Lading is to be created
JARIT GERMANY INTERNAL ORDERS
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Sr. No
Field Name Field value M / O
Remarks
1 Auto Ship Confirm Rule
JARIT GERMANY INTERNAL ORDERS
M Rule Governing Auto Ship Confirm
2 Effective Date 04-NOV-2004 M Effective Date
3 Shipping Option Action
Ship All M Action for Shipping Option
4 Unspecified Quantities
Ship M Unspecified Quantities action
5 Create Delivery for Staged Quantities
Check Box Enable if Delivery for Staged Quantities is to be created
Auto Create Trip Options Sr. No
Field Name Field value M / O
Remarks
1 Ship Method` Method of Shipping
.2 Set Delivery in Transit
Check Box Enable if Delivery is in Transit
3 Close Trip Check Box Enable after Closing the Trip
4 Defer Interface
Uncheck Box Enable for Interface Deference
5 Create Bill of Lading
Uncheck Box Enable if Bill of Lading is to be created
Pre Existing Trip Options Sr. No
Field Name Field value M / O
Remarks
6.1 Set Delivery in Transit
Check Box Enable if Delivery is in Transit
6.2 Close Trip Check Box Enable after Closing the Trip
6.3 Defer Interface
Uncheck Box Enable for Interface Deference
6.4 Create Bill of Lading
Uncheck Box Enable if Bill of Lading is to be created
UPS/FedEx Auto InvoiceSr. No
Field Name Field value M / O
Remarks
1 Auto Ship Confirm Rule
UPS/FedEx Auto Invoice M Rule Governing Auto Ship Confirm
2 Effective Date 14-AUG-2004 M Effective Date
3 Shipping Option Action
Ship All M Action for Shipping Option
4 Unspecified Quantities
Ship M Unspecified Quantities action
5 Create Check Box Enable if Delivery for Staged
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Delivery for Staged Quantities
Quantities is to be created
Auto Create Trip Options Sr. No
Field Name Field value M / O
Remarks
1 Ship Method` Method of Shipping
.2 Set Delivery in Transit
Check Box Enable if Delivery is in Transit
3 Close Trip Check Box Enable after Closing the Trip
4 Defer Interface
Uncheck Box Enable for Interface Deference
5 Create Bill of Lading
Uncheck Box Enable if Bill of Lading is to be created
Pre Existing Trip Options Sr. No
Field Name Field value M / O
Remarks
6.1 Set Delivery in Transit
Check Box Enable if Delivery is in Transit
6.2 Close Trip Check Box Enable after Closing the Trip
6.3 Defer Interface
Uncheck Box Enable for Interface Deference
6.4 Create Bill of Lading
Uncheck Box Enable if Bill of Lading is to be created
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25 Customer Profile Class
Navigation: Order Management > Setup>Customers > Profile Class
Description: A method used to categorize customers based on credit information. Oracle Receivables uses credit profiles to assign statement cycles, dunning letter cycles, salespersons, and collectors to your customers. You can also decide whether you want to charge your customers interest. Oracle Order Management uses the order and total order limits when performing credit checking.A ClassSr. No
Field Name Field value M / O
Remarks
1 Name A Class M Good Rating of the Customer
2 Description Up to $ 500,000 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
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2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Uncheck Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile Tab
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123
Sr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 50% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 500,000.00 O Credit Limit
11 Order Credit Limit
500,000.00 O Order Credit Limit
Awaiting Credit AppSr. No
Field Name Field value M / O
Remarks
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124
1 Name Awaiting Credit App M Good Rating of the Customer
2 Description Awaiting Credit Application
O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
O What criteria is used to Match Receipts
2 Auto Cash Rule Set
O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
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125
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 30 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency
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126
Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 25,000.00 O Credit Limit
11 Order Credit Limit
25,000.00 O Order Credit Limit
B ClassSr. No
Field Name Field value M / O
Remarks
1 Name B Class M Good Rating of the Customer
2 Description Up to $ 250,000 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
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127
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Uncheck Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
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128
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 25% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
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6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 250,000.00 O Credit Limit
11 Order Credit Limit
250,000.00 O Order Credit Limit
C ClassSr. No
Field Name Field value M / O
Remarks
1 Name C Class M Good Rating of the Customer
2 Description Up to $ 150,000 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning Tab
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130
Sr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Uncheck Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
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131
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 25% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 150,000.00 O Credit Limit
11 Order Credit Limit
150,000.00 O Order Credit Limit
Class VIP
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132
Sr. No
Field Name Field value M / O
Remarks
1 Name Class VIP M Good Rating of the Customer
2 Description Class VIP O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
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133
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
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134
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 1,000,000.00 O Credit Limit
11 Order Credit Limit
1,000,000.00 O Order Credit Limit
Credit CardSr. No
Field Name Field value M / O
Remarks
1 Name Credit Card M Good Rating of the Customer
2 Description Credit Card O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
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135
1 Match Receipts By
O What criteria is used to Match Receipts
2 Auto Cash Rule Set
O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set STANDARD M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
Credit Card O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
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136
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for
O Min Customer Balance for Finance Charges
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137
Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 10,000,000,000,000.00 O Credit Limit
11 Order Credit Limit
10,000,000,000,000.00 O Order Credit Limit
D ClassSr. No
Field Name Field value M / O
Remarks
1 Name D Class M Good Rating of the Customer
2 Description Up to $ 100,000 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
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2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
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139
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 25% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
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140
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 100,000.00 O Credit Limit
11 Order Credit Limit
100,000.00 O Order Credit Limit
DEFAULTSr. No
Field Name Field value M / O
Remarks
1 Name DEFAULT M Good Rating of the Customer
2 Description Default Profile Used by Customer Interface program
O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Uncheck Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Uncheck Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
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141
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Uncheck Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 30 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile Tab
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142
Sr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 100,000.00 O Credit Limit
11 Order Credit Limit
100,000.00 O Order Credit Limit
E ClassSr. No
Field Name Field value M / O
Remarks
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143
1 Name E Class M Good Rating of the Customer
2 Description Up to $ 50,000 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
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144
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Semi-annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 15% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
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145
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 50,000.00 O Credit Limit
11 Order Credit Limit
50,000.00 O Order Credit Limit
F ClassSr. No
Field Name Field value M / O
Remarks
1 Name F Class M Good Rating of the Customer
2 Description Up to $ 10,000 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
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146
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
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147
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Semi-annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
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148
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 10,000.00 O Credit Limit
11 Order Credit Limit
10,000.00 O Order Credit Limit
G Class - Doctors (AMA)Sr. No
Field Name Field value M / O
Remarks
1 Name G Class - Doctors (AMA) M Good Rating of the Customer
2 Description Up to $ 3,000 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
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2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
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150
2 Periodic Review Cycle
Semiannually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 3,000.00 O Credit Limit
11 Order Credit Limit
3,000.00 O Order Credit Limit
H Class - DentistsSr. No
Field Name Field value M / O
Remarks
1 Name H Class - Dentists M Good Rating of the Customer
2 Description Up to $ 250.00 O
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2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges
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152
Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Annually O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
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153
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 250.00 O Credit Limit
11 Order Credit Limit
250.00 O Order Credit Limit
I ClassSr. No
Field Name Field value M / O
Remarks
1 Name I Class M Good Rating of the Customer
2 Description up to 75,000.00 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
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154
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set STANDARD M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 15 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
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155
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
Custom O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
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156
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 75,000.00 O Credit Limit
11 Order Credit Limit
75,000.00 O Order Credit Limit
J ClassSr. No
Field Name Field value M / O
Remarks
1 Name J Class M Good Rating of the Customer
2 Description Up to $ 500,000 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning Tab
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157
Sr. No
Field Name Field value M / O
Remarks
1 Letter Set Standard M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 15 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
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158
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit O Credit Limit
11 Order Credit Limit
O Order Credit Limit
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159
J ClassSr. No
Field Name Field value M / O
Remarks
1 Name J Class M Good Rating of the Customer
2 Description Up to 25,000.00 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
O What criteria is used to Match Receipts
2 Auto Cash Rule Set
O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set STANDARD M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
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160
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 15 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
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161
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 25,000.00 O Credit Limit
11 Order Credit Limit
25,000.00 O Order Credit Limit
K ClassSr. No
Field Name Field value M / O
Remarks
1 Name K Class M Good Rating of the Customer
2 Description up to 5,000.00 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
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162
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set Standard M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
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163
3 Days in Period 15 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for
O Min Customer Balance for Finance Charges
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164
Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 5,000.00 O Credit Limit
11 Order Credit Limit
5,000.00 O Order Credit Limit
L ClassSr. No
Field Name Field value M / O
Remarks
1 Name L Class M Good Rating of the Customer
2 Description Up to 1,000.00 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
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165
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set Standard M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Uncheck Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 15 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
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166
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
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167
10 Credit Limit 1,000.00 O Credit Limit
11 Order Credit Limit
1,000.00 O Order Credit Limit
M ClassSr. No
Field Name Field value M / O
Remarks
1 Name M Class M Good Rating of the Customer
2 Description up to 20,000.00 O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set Standard M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment Terms
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168
Sr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 15 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
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2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
<Currency >Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 500,000.00 O Credit Limit
11 Order Credit Limit
500,000.00 O Order Credit Limit
N ClassSr. No
Field Name Field value M / O
Remarks
1 Name N Class M Good Rating of the Customer
2 Description Up to 30,000.00 O
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2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set Standard M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
NET 30 Days O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges
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Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 15 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
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2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 30,000.00 O Credit Limit
11 Order Credit Limit
30,000.00 O Order Credit Limit
No Credit ApplicationSr. No
Field Name Field value M / O
Remarks
1 Name No Credit Application M Good Rating of the Customer
2 Description No Credit Application O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
Transaction Number O What criteria is used to Match Receipts
2 Auto Cash Rule Set
Standard O Define Auto Cash Rule
3 Remainder Rule Set
Standard O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
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Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set INTEGRA M Letter Set
2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
PREPAID O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Check Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period 30 M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
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Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile TabSr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
CurrencySr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
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8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 0.00 O Credit Limit
11 Order Credit Limit
0.00 O Order Credit Limit
PrepaidSr. No
Field Name Field value M / O
Remarks
1 Name Prepaid M Good Rating of the Customer
2 Description Prepaid O
2 Active Check Box Whether the Profile Class is active
3 Collector Name
Default Collector M Name of the person who is responsible for collection
Receipts Sr. No
Field Name Field value M / O
Remarks
1 Match Receipts By
O What criteria is used to Match Receipts
2 Auto Cash Rule Set
O Define Auto Cash Rule
3 Remainder Rule Set
O Name of the Remainder Rule Set
4 Auto Receipt include Dispute Items
Check Box Enable the checkbox if Auto Receipt Include Dispute Items
Statements Sr. No
Field Name Field value M / O
Remarks
1 Send Statements
Check Box Check if Statements are to be Send
2 Send Credit balances
Check Box Check if Credit Balances are to be send
3 Cycle Monthly M Frequency of Sending the Statements
Dunning TabSr. No
Field Name Field value M / O
Remarks
1 Letter Set STANDARD M Letter Set
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2 Send Letters Check Box Check if Letters are to be Sent
Payment TermsSr. No
Field Name Field value M / O
Remarks
1 Payment Terms
PREPAID O Define the Payment Terms
2 Override Terms
Check Box Check if Terms are to be overrided
3 Allow Discounts
Check Box Check if Discounts are to be allowed
4 Discount Grace Days
0 O Number of Discount Grace Days
5 Receipt Grace Days
0 O Number of Receipt Grace Days
Finance Charges Sr. No
Field Name Field value M / O
Remarks
1 Charge Interest
Uncheck Box Check if Interest is to be charged
2 Compound interest
Uncheck Box Check if Interest to be charged is to be compounded
3 Days in Period M Days in Period
InvoicingSr. No
Field Name Field value M / O
Remarks
1 Tax Printing Sum Taxes O Define Method of Invoicing
2 Grouping Rule Default O Define Grouping Rule
Consolidated Billing Format Sr. No
Field Name Field value M / O
Remarks
1 Type Type of Consolidated Billing Format
2 Enable Uncheck Box Check if Consolidated Billing is to be enabled
Credit Profile Tab
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Sr. No
Field Name Field value M / O
Remarks
1 Classification Classification
2 Periodic Review Cycle
O Periodic Review Cycle
3 Analyst Name of the Credit Analyst
4 Tolerance 0% O Credit Check Tolerance
5 Credit Check Check Box Enable if Credit is to be checked
Currency Sr. No
Field Name Field value M / O
Remarks
1 Currency USD M Currency
2 Finance Charges Interest Rate
O Rate of Interest in Percentage
3 Max Interest per Invoice
O Max Interest per Invoice
4 Min Customer Balance for Finance Charges
O Min Customer Balance for Finance Charges
5 Min Invoice Balance for Finance Charges
O Min Invoice Balance for Finance Charges
6 Min Receipt Amount
O Min Receipt Amount
7 Min Statement Amount
O Min Statement Amount
8 Min Dunning Amount
O Min Dunning Amount
9 Min Dunning Invoice Amount
O Min Dunning Invoice Amount
10 Credit Limit 0.00 O Credit Limit
11 Order Credit Limit
0.00 O Order Credit Limit
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26 Systems Options
Navigation: Order Management > Setup>Customers >System Options
<Accounting Tab>Sr. No Field Name Field value M /
ORemarks
1 Operating Unit
ITGROUUS O Name of the Operating Unit
2 Accounting Method
Accrual O Method of Accounting
3 Name Integra Life Sciences Corp O Name
4 Finance Charge Activity
O Finance Charge Activity
5 Realized Gain Accounts
1115-0000-831000-0000-0000-0000-000000-0000
M Realized Gain Accounts
6 Realized Losses Accounts
1115-0000-831000-0000-0000-0000-000000-0000
O Realized Losses Accounts
7 Tax account 1115-0000-237005-0000-0000-0000-000000-0000
M Tax account
8 Unallocated Revenue A/C
O Unallocated Revenue A/C
9 Cross Currency Rate Type
O Cross Currency Rate Type
10 Cross Currency Rounding A/c
O Cross Currency Rounding A/c
11 Header Rounding A/c
1115-0000-831000-0000-0000-0000-000000-0000
O Header Rounding A/c
12 Automatic Journal Import
Check Box Enable if Automatic Journal is to be imported
13 Header level Rounding
Check Box Check if Header Level is to be rounded
14 Days per Posting Cycle
35 M Days per Posting Cycle
15 Accounting Flex Field Description
Integra Life Sciences Corp-Non\-Specific-Exchange Gain / Loss-Non\-Specific-Non\-Specific-Non\-Specific-Default-Default
Tax
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Sr. No
Field Name Field value M / O
Remarks
1 Tax Method Sales Tax M Tax Method
2 Location Flex Field Structure
State.County.City M Location Flex Field Structure
3 Postal Code Range
00000- 99999-9999 M Postal Code Range
4 Address Validation
Error M Address Validation
5 Compound Taxes
Uncheck Box Enable if Taxes are to be Compounded
6 Invoice Printing
Sum Taxes M Invoice Printing
7 Tax Registration Number
O Tax Registration Number
8 Tax Vendor View
Vertex M Tax Vendor
9 Sales Tax Geo Ride
O
10 Inclusive Tax Used
Uncheck Box Enable if Inclusive Tax is to be used
11 Rounding Options
12 Calculation Level
Line M At what level Rounding Calculation is to be done
13 Rounding Rule
Nearest M The rounding rule that will be used
14 Reporting Currency
USD O Reporting Currency
15 Precision 2 M Precision
16 Min. accountable Unit
O
17 Allow Override
Check Box Enable if Overriding is to be allowed
Tax Default and Rules Sr. No
Field Name Field value M / O
Remarks
1 Enforce Tax from Revenue Account
Uncheck Box Enable if Tax from Revenue Account is to be enforced
2 Calculate Tax on Credit Memo during Auto Invoice
CheckBox Enable if Tax is to be Calculated on Credit Memo during Auto Invoice
3 Tax Code Default
Default Tax Code
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4 Customer Site Hierarchy 2 and CheckBox Enable if Customer site is to be active
5 Customer Hierarchy 1 and CheckBox Enable if Customer is to be active
6 Product Hierarchy 3 and CheckBox Enable if Product is to be active
7 Revenue Account
Hierarchy not Mandatory and Uncheck Box
Enable if Revenue is to be Active
8 System Options
Hierarchy 4 and CheckBox Enable if System Options is to be active
9 Tax Code Location
Exception Rates
1 Use Customer Exemptions
CheckBox Enable if Customer Exemptions are to be used
2 Use Item Exemptions
CheckBox Enable if Item Exemptions are to be used
3 Use Item Tax Rate Exemptions
CheckBox Enable if Item Tax Rate Exemptions are to be used
Trans and Customers TabSr. No Field Name Field value M /
ORemarks
1 Allow change to Printed Transactions
CheckBox Enable if Changes are allowed on Printed Transaction
2 Allow Transaction Deletion
Uncheck Box Enable if Transaction Deletion are allowed
3 Allow Payment of Unrelated Transactions
CheckBox Enable if Payment of unrelated transactions are allowed
4 Show Billing Number
CheckBox Enable if Billing Number is to be shown
5 Document Number Level Generation
When Saved M At what level Document Number is to be generated
6 Accounting Flex
Account O Accounting Flex
7 Systems Item Item Number Systems Item
8 Territory Country O Territory
9 Purge Interface Table
CheckBox Enable if Interface Table is to be purged
10 MaxMemory ( In Bytes)
9000000 M Maximum Memory in Bytes
12 Log File Message level
1 M Log File Message level
13 Automatic Customer
CheckBox Enable if automatic Customer Numbering is to be active
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Numbering14 Automatic
Site Numbering
CheckBox Enable if Automatic Site Numbering is to be made active
15 Create Reciprocal Customer
Uncheck Box Enable if Reciprocal Customer is to be created
16 Grouping Rule Name
Default M Default Grouping Rule Name
Revenue Policy Sr. No
Field Name Field value M / O
Remarks
1 Standard Refund Policy
O Standard Refund Policy
2 Payment Terms Threshold
O Payment Terms Threshold
3 First Selection O Credit Classification for Deferred Revenue
4 Second Selection
O Credit Classification for Deferred Revenue
5 Third selection
O Credit Classification for Deferred Revenue
ClaimsSr. No
Field Name Field value M / O
Remarks
1 Lock Box andPost Quick cash Claim handling
O
2 Unmatched Remittances Lines
O
3 Prepare for Claim creation
O
4 Negative Lines
Uncheck Box O
5 Positive Lines Uncheck Box O
6 Matched Remittances Lines
7 Prepare for Claim creation
Uncheck Box
8 Exclude Credit memos
Miscellaneous
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Sr. No
Field Name Field value M / O
Remarks
1 Split Amount 1000 M
2 Discount Basis
Lines Only M On What basis discount is given.
3 Auto Cash Rule Set
Standard O Auto Cash Rule Set
4 Days in Days Sales Outstanding Collections
60 M Days in Days Sales Outstanding Collections
5 Sales Credit %age Limit
O Sales Credit %age Limit
6 Max Write Off Amount
100000 O Max Write Off Amount
7 Accrue Interest
Uncheck Box Enable if Interest is to accrued
8 Allow Unearned Discounts
Uncheck Box Enable if Unearned discounts are to be allowed
9 Discount on Partial Payment
Uncheck Box Enable is Discount on Partial Payment is allowed
10 Trade Accounting Installed
Uncheck Box Enable if Trade Accounting is installed
11 Bills Receivable enabled
Uncheck Box Enable if Bills Receivable is enabled
12 Require Billing Location for Receipts
Uncheck Box Enable if Billing Location for Receipts is required
13 Require Agent Uncheck Box Enable if Agents are required
14 Print Remit to Address
Check Box Enable if Remit to Addresses are to be printed
15 Print Home Country
Uncheck Box Enable if Home Country is to be printed
16 Credit Card Payment Method
Credit Card Payment Method
17 Bank Account Payment Method
Bank Account Payment Method
18 Invoice Per Commit
100 M Invoice Per Commit
19 Receipts Per Commit
100 M Receipts Per Commit
20 Charge Back Due Date
Open Invoice Due Date M Charge Back Due Date
21 Default Country
United States O Default Country
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22 Source of Territory
Bill To Site M Area
23 Application Rule Set
Line and Tax Prorate M Application Rule Set
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27 Processing Constraints
Navigation: Order Management > Setup>Rules> Security>Processing Constraints
Description: Constraints to making changes to data on an entity that has affected downstream activities that are difficult or costly to undo. For example, changing options on an ATO order where the Item has already been built.
Sr. No
Field Name Field value M / O
Remarks
1 Application Oracle Order Management
O Application
2 Entity Order Header O Entity
3.1 Operation Delete O Operation
3.2 Attribute O Attribute
3.3 User Action Not Allowed O User Action
3.4 System Changes
O System Changes
3.5 User Changes O User Changes
3.6 Seeded? Check Box Enable if Operation is to be made active
4.1 Group # 1,2 O Group #
4.2 Scope Any/Any O Scope
4.3 Validation Entity
Order Header/ Order Header
O Validation Entity
4.4 Record Set Order/Order O Record Set
4.5 Not Uncheck Box Enable if Group # is not to be included
4.6 Validation Template
Is gapless/Booked O Validation Template
4.7 Seeded? Checkbox Enable if Group # is to be seeded
4.8 User Message Gapless Orders should be cancelled/ order has been booked
O
Order Header
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28 Validation Templates
Navigation: Order Management > Setup>Rules> Security>Validation Templates
Description: A validation template names a condition and defines the semantics of how to validate the condition. These are used to specify the constraining conditions for a given constraint.
Sr. No
Field Name Field value M / O
Remarks
1 Application Oracle OM M Oracle Application
2.1 Entity M Entity
2.2 Template M Template
2.3 Seeded? Check Box Enable if Entity is Seeded or not
2.4 Short Name M Short Name
2.5 Description O Description
2.6 Validation Type : WF,API, TBL
Radio Button to select one of the options
3.1 Item Type O Item Type
3.2 Activity O Activity
3.3 Status O Status
3.4 Result O Result
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29 Record Set
Navigation: Order Management > Setup>Rules> Security>Record Set
Description: A record set is a set of records that are bound by some common attribute values (e.g. invoice set). In processing constraints, when defining a constraint condition, a record set may be specified to be validated for a given condition.
Sr. No
Field Name Field value M / O
Remarks
1 Application Oracle OM M Application
2 Entity M Entity
3 Seeded? Check Box Enable if Entity is to be seeded
4 Record Set M Record Set
5 Short Name M Short Name
6 Description O Description
7 Based on Primary Key
Check Box Enable if Entity is based on Primary Key
8 Columns O Columns
Record Sets
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30 Defaulting Set Ups
Navigation: Order Management > Setup>Rules>Defaulting Set Up
Description: Information that Oracle Order Management automatically enters depending on other information you enter.Sr. No
Field Name Field value M / O
Remarks
1 Application Oracle Order Management M Application
2 Entity Order Header Entity
3 Default Sequence
Number 1,2,3,4,5,6,7,8,40,50
Default Sequence
4 Attributes Customer/Ship To/ Deliver To Org/ Agreement/ Bill To/ Price List/ Request Date/ Credit Card Number/ Accounting Rule/ Accounting Rule Duration/ Bill To Contact/ Blanket Number/ Contact/ Conversion Rate Date/ Conversion Type/ Credit Card Expiration Date/ Credit Card Holder Name/ Currency/ Customer PO/ Deliver To Contact/ Demand Class/ Earliest Schedule Limit/ FOB Point/ Freight Terms/ Fulfilment Set/ Invoicing Rule/ Latest Schedule Limit/ Line Set/ Order Date Type/ Order Type/ Ordered Date/ Packing Instructions/ Payment Term/ Pricing Date/ Sales Channel/ Salesperson/ Ship To Contact/ Ship Tolerance Above/ Ship Tolerance Below/ Shipment Priority/ Shipping Instructions/ Shipping Method/ Tax Exempt/ Tax Exempt Number/ Tax Exempt Reason/ Warehouse
O Attributes
5 Include in Building Defaulting Conditions
Check Box Enable if Sequence is to be included in Building Defaulting Conditions
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31 Demand Class Look Ups
Navigation: Order Management > Setup>Quick Codes>Manufacturing
Description:Sr. No
Field Name Field value M / O
Remarks
1 Type Demand Class O Type of Quick Code for Manufacturing
2 Meaning Demand Class M Meaning
3 Application Oracle Manufacturing O Application
4 Description Demand Class O Description
5 Access Level User Select the Access Level with the help of the Radio Button
6 Code BIOT_DEMAND O Code
7 Meaning BIOT_DEMAND_CLASS O Meaning
8 Description France Demand Class O Description
9 Tag O Tag
10 Effective Dates
08-JUN-2004 O Effective Dates
11 Enabled Check Box Enable if Code is to be active
6 Code DE_DEMAND O Code
7 Meaning DE_DEMAND_CLASS O Meaning
8 Description Germany Demand Class O Description
9 Tag O Tag
10 Effective Dates
08-JUN-2004 O Effective Dates
11 Enabled Check Box Enable if Code is to be active
6 Code UK_DEMAND O Code
7 Meaning UK_DEMAND_CLASS O Meaning
8 Description UK Demand Class O Description
9 Tag O Tag
10 Effective Dates
08-JUN-2004 O Effective Dates
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11 Enabled Check Box Enable if Code is to be active
6 Code US_DEMAND O Code
7 Meaning US_DEMAND_CLASS O Meaning
8 Description US Demand Class O Description
9 Tag O Tag
10 Effective Dates
08-JUN-2004 O Effective Dates
11 Enabled Check Box Enable if Code is to be active
6 Code BIOT_DEMAND O Code
7 Meaning BIOT_DEMAND_CLASS O Meaning
8 Description France Demand Class O Description
9 Tag O Tag
10 Effective Dates
08-JUN-2004 O Effective Dates
11 Enabled Check Box Enable if Code is to be active
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32 Tax codes and Returns
Navigation: Order Management > Setup>Tax > Codes
Description: Codes to which you assign sales tax or value-added tax rates. Oracle Receivables lets you choose state codes as the tax code when you define sales tax rates for the United States
< Rates Tab>Sr. No
Field Name Field value M / O
Remarks
1 Tax Code M Tax Code to be Defined
2 Tax Type M Tax Type
3 Taxable Basis M Taxable Basis
4 Tax Rate % M Percentage to be given her
5 Tax Amount O Amount
6 Sign M Sign
7 Formulae O Formulae
< Effective Tab>Sr. No
Field Name Field value M / O
Remarks
1 Type M Tax Code
2 Effective M Effective Dates
3 Enabled Enable if Tax Code is to be active
< Control Tab>Sr. No
Field Name Field value M / O
Remarks
1 Tax Code M Tax Code
2 Tax Class M Tax Class
3 Adhoc Enable if Control is Adhoc
4 Inclusive Tax Enable if Tax is to be included
5 Allow inclusive override
Enable if Inclusive Override is to be allowed
6 Displayed Enable if it is to be displayed
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< More Tab>Sr. No
Field Name Field value M / O
Remarks
1 Tax Code M Tax Code
2 Tax Flex field Structure
3 Printed Tax name
O Printed Tax name
4 Description O Description
5 VAT Transaction Type
O VAT Transaction Type
Sales Tax
Location Based Tax
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33 Document Define
Navigation: Order Management > Setup>Documents > Define
Description: The various Documents that will be used are defined here.
Sr. No
Field Name Field value M / O
Remarks
1 Name M Name of the Document
2 Application M Applications
3 Effective Date M From to To dates
4 Type M Is the Document Manual/ automatic
5 Message Enable if Message is to be shown with the particular document
6 Initial Value O Number of the Document
Define Documents
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34 Sequence Assignments
Navigation: Order Management > Setup>Documents> Assign
Description: The Document Sequence Assignments<Document>Sr. No
Field Name Field value M / O
Remarks
1 Application Name
Application Name
2 Category M Category Code
3 Set of Books M Set of Books
4 Method O Method
<Assignments>Sr. No
Field Name Field value M / O
Remarks
1 Application Name
Application Name
2 Category M Category Code
3 Set of Books M Set of Books
4 Start Date O Start Date
5 End Date O End Date
6 Sequence M Sequence Name
Sequence Assignments
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35 Document Category
Navigation: Order Management > Setup>Documents> Document Category
Description: The Document Categories are defined here.Sr. No
Field Name Field value M / O
Remarks
1 Application Name
M Application Name
2 Code M Category Code
3 Name M Name
4 Description O Description
5 Table Name M Table Name associated with Category Code
Document Categories
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36 Transaction Types
Navigation: Order Management > Setup>Transaction Types > Define
Description : We define Transaction Types by combining Header and Line level Workflows by which a Sales Order can follow that particular Transaction Type which is mentioned in that Sales Order.
Sr. No
Field Name Field value M / O
Remarks
1 Operating Unit
ITGROUUS M Specify the Operating Unit name.
2 Transaction Type
ILS STANDARD SALES M Name of the Transaction Type.
3 Description Integra Standard Sales Order Type
O Enter a optional description.
4 Order Category
Order O
5 Transaction Type Code
Order O
7 Order Workflow
ITGR-Flow-US Domestic M Header level Workflow to be used for this Transaction Type.
8 Effective Dates
08-JUN-1991 M Enter Effective dates.
9 Default Transaction Phase
O
< Main > TabSr. No
Field Name Field value M / O
Remarks
Document
1 Agreement Type O Optionally attach the Agreement Type.
2 Agreement Required
Un Check the Checkbox O If at all Agreement is required.
3 Purchase Order Required
Check the Checkbox O If and only PO is required for the Sales Order using this Transaction Type.
4 Default Return Line Type
O Optionally attach Default Return Line Type.
5 Default Order Line Type
STANDARD ORDER LINE O Optionally attach Default Order Line Type used with this Transaction Type.
Pricing
1 Enforce Price List
Un Check the Checkbox O If this Transaction Type should enforce the Price List attached.
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2 Price List O Optionally attach Price List which gets defaulted in the Sales Order.
3 Minimum Margin Percent
O Specify the % of Minimum Margin.
Credit Check Rule
At what level Credit check should be done for a Sales Order.
1 Ordering DEFAULT O Credit Check should be done at Order Level.
2 Picking/Purchase Release
O While Picking or Purchase Release.
3 Packing O While Packing the Material.
4 Shipping O While Shipping Material.
< Shipping > TabSr. No
Field Name Field value M / O
Remarks
1 Warehouse ITGR IO Integra RDC O Assign the Default Warehouse.
2 Shipping Priority
Standard Priority O Optionally give Shipping Priority.
3 FOB Origin O Optionally give the Freight On Board.
4 Demand Class O Optionally attach Demand Class.
5 Inspection Required
Check the Checkbox O If and only Inspection Required.
6 Shipping Method
FX-Parcel-2nd Day Air O Optionally attached Shipping Method.
7 Freight Terms Prepay & Add O Optionally attached the Freight Terms.
8 Shipping Source Type
O Optionally give the Shipping source.
9 Scheduling Level
Allow all Scheduling actions
O Optionally specify at what level Scheduling actions are allowed.
10 Auto schedule Un Check the Checkbox O For automatic scheduling.
< Finance > TabSr. No
Field Name Field value M / O
Remarks
Rule
1 Invoice Rule O Optionally attach a Invoice rule.
2 Accounting Rule
O Optionally attach a Accounting rule.
Source
1 Invoice Source OM Invoices O Optionally attach a Invoice Source.
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2 Non Delivery Invoice Source
O Optionally attach a Non Delivery Invoice Source.
Credit Method For
1 Invoices with Rule
O Optionally give what type of Rule should be Invoices based.
2 Split Term Invoices
O Optionally give on what basis Invoices should be Split per Term.
3 Receivables Transaction Type
ILS Stnd Sales Order O Optionally attach a Receivables Transaction Type.
4 Cost of Goods Sold Account
O Specify the account name.
5 Conversion Type
O Specify the Conversion Type.
6 Tax Event INVOICING O Optionally specify the Tax Even.
7 Currency O Optionally specify the Currency.
< Assign Line Flows >
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37 Credit Check Rules
Navigation: Order Management > Setup>Credit >Define Credit Check RulesDescription: rule that defines the components used to calculate a customer’s outstanding credit balance. Components include open receivables, uninvoiced orders, and orders on hold. You can include or exclude components in the equation to derive credit balances consistent with your company’s credit policies.
Sr. No
Field Name Field value M / O
Remarks
1 Rule DEFAULT M Credit Check Rule
2 Effective Dates
M Effective Dates
< Options Tab>Sr. No
Field Name Field value M / O
Remarks
1 Credit Check Level
Sale Order Line M Credit Check Level
.2 Credit Hold Level
Sales Order O Credit Hold Level
3 Override Manual Release
Uncheck the Check box Enable if Manual Release is to be overrided
4 Days to Honor Manual Release
O Number of Days to Honor Manual Release
5 Conversion Type
Corporate M Conversion Type
6 Check Item Categorise
Uncheck the Check box Enable if Item Categories are to be checked
7 Send Hold Notifications
Uncheck the Check box Enable if Hold Notifications are to be sent
< Exposure Tab >Sr. No
Field Name Field value M / O
Remarks
4.1 Use Pre Calculated Exposure
Check the Checkbox Enable if Pre Calculated Exposure is to be used
4.2 Include external Credit Exposure
Uncheck the Check box Enable if External Credit Exposure is to be included
4.3 Include Open Receivables Balance
Check the Checkbox Enable if Open Receivables Balance is to be included
4.4 Include Payments at Risk
Check the Checkbox Enable if Payments at Risk is to be included
4.5 Open O Number of Open Receivables Days
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Receivables Days
4.6 Include Uninvoiced Orders
Check the Checkbox Enable if Uninvoiced Orders are to be included
4.7 Include Freight and Special Charges
Uncheck the Check box Enable if Freight and Special Charges are to be included
4.8 Include Tax Uncheck the Check box Enable if Tax is to be included
4.9 Include Order on Hold
Check the Checkbox Enable if Orders on hold are to be included
4.10 Schedule shipping Horizon Days
O Number of Schedule Shipping Horizon Days
4.11 Max Payments Past Due
120 O Number of Max Payments Past Due
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Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date
Closed Issues
ID Issue Resolution Responsibility Target Date
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Appendix
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