Budget BR100 OM

AIM

BR100- SETUP DOCUMENTBudget Car and Van RentalOrder Management

Author : Kiran D. GholapCreation Date : Jul 7, 2008Last Updated : Jan 7, 2011Document Reference : BR100_OMVersion : Final

Doc Ref: BR100_OM_Ver.1.0 Page Satyam-Budget Confidential - For internal use only

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Document Control

Change Record13

Date Author Version Change Reference

07-Jul-08 Kiran D. Gholap Version 1 No Previous Document07-Jan-11 Kiran D. Gholap Final

Reviewers

Name Sign

MustafaGhassan

Distribution

Copy No.

Name Location

1 Mahindra Satyam Project Repository Hyderabad2 Budget Project Repository Jeddah

Note to Holders:If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.


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Content

Document Control..........................................................................................................................21. OM: Define Sales Order Flexfield.........................................................................................42. OM: Define Order Management Parameters........................................................................53. OM: Define Order Import Sources.........................................................................................64. OM: Define Transaction Types.............................................................................................75. OM: Define Document Sequences........................................................................................96. OM: Assign Document Sequences.....................................................................................107. OM: Define Freight Cost Type.............................................................................................108. OM: Define Shipping Parameters.......................................................................................119. OM: Define Shipping Execution Grants.............................................................................13


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1. OM: Define Sales Order Flexfield

Navigation PathOrder ManagementSetupFinancials FlexfieldKeySegments (View > Find)Description: Use this form to define Sales Order Flexfield segments for Order ManagementThis a one time setup and never need to change it

<Key Flexfield Segments>

Application Inventory Flexfield Title Sales Orders

StructuresCode Title Description View Name

SALES_ORDERUnitrans Sales Orders Unitrans Sales Orders

Allow Dynamic Inserts - YesSegmentsName Window Prompt Column Values SetOrder Source Order Source SEGMENT1Order Type Order Type SEGMENT2Order Number Order Number SEGMENT3


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2. OM: Define Order Management Parameters Order ManagementSetupSystem ParametersValuesDescription: Use this form to maintain Oracle Order Management Parameters.

<Parameters> <Values>

Operating UnitSaudi Arabia

Allow Partial ReservationYes

Customer RelationshipsRelated Customers

Item Validation OrganizationUnitrans Item Master

Margin CalculationPrice based

Show Discount Details on InvoiceNo


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3. OM: Define Order Import Sources Order ManagementSetupOrdersImport SourcesDescription: Use this form to define additional Order Import Sources required for importing data relating to Sales Orders from external sources..

<Order Import Sources>

Order Import SourceLegacy

DescriptionData imported from Legacy Systems

EnabledY


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4. OM: Define Transaction Types Order ManagementSetupTransaction TypesDefine

<Transaction Types>

Sr Transaction Type DescriptionEffective Date

Transaction Type Code

Order Category

Order WorkflowRetain Document Number

1 Unitrans Used Car Sales Order

Unitrans Used Car Sales Order

01-JAN-2008

ORDER Order Order Flow - Generic Yes

2Unitrans Used Car Sales Line

Unitrans Used Car Sales Line

01-JAN-2008

LINE Order - -

3Used Cars Return Order

Used Cars Return form Customer

01-JAN-2008

ORDER Return Order Flow - Generic Yes

4 Used Cars Return LineUsed Cars Return Line form Customer

01-JAN-2008

LINE Return - -

5 Lease Car Sales-(Depot) Order

Lease Car Sales Order for Depot Repairs

01-JAN-2008

Order ORDER Order Flow - Generic Yes

6 Lease Car Sales-(Depot) LineLease Car Sales Line for Depot Repairs

01-JAN-2008

LINE Order r - -

7 Lease Car Return (Depot) Order

Lease Car Return for Depot Repairs Order

01-JAN-2008

ORDER Return Order Flow - Generic Yes

8 Lease Car Return (Depot) Line

Lease Car Return for Depot Repairs Line

01-JAN-2008

LINE Return - -

9 Total Loss/Scrap Sales OrderTotal Loss Vehicles or Scarp Sales Order

01-JAN-2008

ORDER Order Order Flow - Generic Yes

10 Total Loss/Scrap Sales LineTotal Loss Vehicles or Scarp Sales Line

01-JAN-2008

Order LINE - -

<Main>

Sr

Default

Default Ord

Price List

1 -Unitrans

Car Sales Price List

2 -- -

3 Used

- -

4 -- -

5 -Lease Car

-

6 -- -

7 Lease

- -

8 -- -

9 Total

- -

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-- -


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<Finance>Sr Invoicing Rule

Accounting Rule Invoice Source Transaction Type Receivables

Currency

1-

- Order Management INV (Car Sale) 2010

Order_MGT_Invoices -

2-

- Order Management INV (Car Sale) 2010

Order_MGT_Invoices -

3-

- Order Management CM (Car Sale) 2010

- -

4-

- Order Management CM (Car Sale) 2010

- -

5 -- - - -

6 -- - -

7 -- - - -

8 -- - - -

9 -- Scrap Sales Invoices

2010Scrap Sales Invoices -

10 -- Scrap Sales Invoices

2010Scrap Sales Invoices -

Assign Line Flows (Enabled if the Transaction Type Code is “ORDER”)

<Line Workflow Assignment>

Order Type Line Type Process NameStart Date

1 Unitrans Used Car Sales OrderUnitrans Used Car Sales Line

Line Flow - Generic 01-JAN-2008

2 -- - -

3 Used Cars Return OrderUsed Cars Return Line Line Flow - Return for Credit

with Receipt01-JAN-2008

4 -- - -

5 Lease Car Sales-(Depot) OrderLease Car Sales-(Depot) Line

Line Flow - Generic, Ship Only

01-JAN-2008

6 -Expence & Labor-Depot Line

Line Flow - Generic, Bill Only01-JAN-2008

Spare Part Charges-Depot Line

Line Flow - Generic, Bill Only01-JAN-2008

7 Lease Car Return (Depot) OrderLease Car Return (Depot) Line

Line Flow - Return for Credit with Receipt

01-JAN-2008

8 -- - -

9 Total Loss/Scrap Sales OrderTotal Loss/Scrap Sales Line

Line Flow - Generic 01-JAN-2008

10 -- - -


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5. OM: Define Document Sequences

Order ManagementSetupShippingDocumentsDocument SequencesDescription: Use this form to define the Document Sequences. Document sequences are used by Order Management in automatic Generation of Sales Orders / RMA numbers.

Document Sequences –

NameApplication From To Type Initial Value

Lease Car Sale-Depot Repair

Order Management 01-JAN-2008 Automatic 2000000000

Lease Return Depot Repairs


Total Loss/Scrap Sales


Used Car SalesOrder Management 01-JAN-2008 Automatic 1000000000

Used Cars Return


Total Loss/Scrap Return Order



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6. OM: Assign Document Sequences

Order Order ManagementSetupShippingDocumentsAssign SequencesDescription: Use this form to Assign Document Sequences to Transaction Types.

Sequence Assignment –

Application Category Ledger Method Start Date End Date Sequence

Order Management Unitrans Used Car Sales Order

Unitrans Primary Ledger

Automatic 01-JAN-2008 Used Car Sales

Order Management Lease Car Sales-(Depot) Order


Automatic 01-JAN-2008 Lease Car Sale-Depot Repair

Order Management Lease Car Return (Depot) Order


Automatic 01-JAN-2008 Lease Return Depot Repairs

Order Management Used Cars Return Order


Automatic 01-JAN-2008 Used Cars Return

Order Management Total Loss/Scrap Sales Order


Automatic 01-JAN-2008 Total Loss/Scarp Sales

Order Management Total Loss/Scrap Return Order


Automatic 01-JAN-2008 Total Loss/Scrap Return Order

7. OM: Define Freight Cost Type Order ManagementShippingSetupLookupQuery 'Freight Cost Type'

Description: Use this form to Freight Cost Types

<Freight_Cost_Type>

Code Meaning Description Enabled

TRANSFER-1ST Transfer First Time Transfer First Time YES

REPAIR OUT W/S Repair Outside W/S Repair Outside W/S YES

RENEW-1ST Renew-1st Renew-1st YES

RENEW PENAULTY Renew Penalty Renew Penalty YES

P.R.O P.R.O P.R.O YES

M.P.V.I.2 M.P.V.I.2 M.P.V.I.2 YES

M.P.V.I.1 M.P.V.I.1 M.P.V.I.1 YES


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8. OM: Define Shipping Parameters Order ManagementSetupShippingShipping Parameters

Description: Use this form to define Shipping Parameters. Shipping Parameters have to be defined for each Warehouse form which you want to ship the car/Vehicles

<General>

Weight UOM ClassWeight

Volume UOM ClassVolume

Percent Fill BasisWeight

<Pick Release>

Release Sequence RuleDefault: Order Number

Pick Slip Grouping RuleDefault: Order Number

Print Pick Slip At the End

Default Pick Release Document Set

Default Stage SubInventorySTAGING

Default Stage Locator

Number of Pick Slip Lines

Auto Allocate Yes

Auto create Deliveries Yes

Enforce Ship Sets and Ship Models

<Shipping Transaction>

Default Ship Confirm Document Set

Ship confirm RuleUnitrans Ship Confirm Rule

Auto pack Options No

Goods Dispatch Account

Enforce Packing in containers NoNo

<Delivery Grouping>

Delivery Grouping AttributesCustomer

Auto-create delivery CriteriaAcross Orders


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Appending Limit Don

Do not Append


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9. OM: Define Shipping Execution Grants Order ManagementSetupShippingGrants & Role Definitions Grants

Description: Use this form to Assign Shipping Execution Grants to Users who will be using Oracle Order Management Shipping forms for particular organization

<Shipping Execution Grants>

User SCM

RoleUpgrade Role

OrgWCO

Start Date Enter current Date

End Date


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Budget BR100 OM

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