oracle r 12 om setup

8/4/2019 Oracle R 12 OM setup

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Tuesday, April 17, 2012 L&T Infotech Proprietary Page 1 of52

Ok


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So for new instance we need to define all the settings.


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So first we need to do some AR setups.

Nav: AR> setup>system> system options


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So, now we nee to create customer. For customer we required collector and profile class

A) CollectorB) Profile classC) Customer : attach collector and profile class to the customer.

Nav: AR---->setup---->collections--->collectors


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Profile class:

STATEMENT CYCLE NEED TO DEFINE : Nag: Setup Print Statement Cycles

Nav: AR--->customers-->profile classes


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NOW WE NEED TO CREATE CUSTOMER:

NAV: AR--->CUSTOMERS--->CUSTOMERS.

Click on Create Button

Enter the Customer Details, see below

Assign to Operating Unit


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Click on Details button, see below


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Business Purposes Tab

Communication Tab


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Communication Tab Create Contacts

Payment Details Tab


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Profile Tab


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Profile Amounts Tab

Late Charges


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Click on save button


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Overview of Customer

Give your customer Name then click on Go Button


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Creating order type:

Nav:- OM--->setup--->transaction types--->define

FIRST 2 LINES NEED TO CREATE ( ORDER AND RETURN)


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SAVE IT AND CLICK ASSIGN LINE FLOW S


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Define document sequence:

Nav: om-->setup--->document--->define


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Nav: om-->setup--->document--->CATEGORIES


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Nav: om-->setup--->document--->Assign

It will go to next tab


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Creating price list:

Nav:-OM-->setup--->system parameters--->values

1) Query item master organization and assign master organization.

2) System admin-->profile-->system-->responsibility

Application jinka OM

Profile -->QP item validation organization---> assign master organization.


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Price list setup :

Nav:- OM-->pricing-->price list--> pricelist setup


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For all items price list will be 20.


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Now defining the multi currency conversion.

Nav: setup--->pricing--->pricelist--->multi currency conversion setup.


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Grants roles definition:

Nav: setup--->shipping--->grant and role definition-->grants


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Need to define shipping parameters

Nav: OM--->shipping---->shipping parameters

It will ask for which org. we need to select inventory org (JV1 and Jv2) master organization not

required.


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Save it

Go to general tab change the workflow.

Now change the organization jv2 and do the same


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NOW GO TO INVENTORY .

NAV: INVENTORY--->TRANSACTION--> MISCELLANEOUS TRANSACTION.

IT WILL SHOW THE ERROR FOR TYPE. FOR OPEN THE PERIODS.

WE NEED TO OPEN THE PERIODS FOR THE INVENTORY.

NAV:INVENTORY--->ACCOUNTING CLOSE CYCLE--->INVENTORY ACCOUNTING PERIODS.


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NOW GO TO INVENTORY--->TRANSACTIONS--->MISCELLANEOUS TRANSACTIONS


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For account we need to define miscellaneous account

Setup--->flexfield--->key flexfield-->aliases

Add the miscellaneous account and close.


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Setup--->flexfield--->key flexfield-->segments

Query your flexfield and complie it once.

Now do the miscellaneous transaction.


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Click on transaction lines.


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So here keyboard items are there in my inventory 10000 goods in subinventory (j RM store).


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NOW CREATE THE SALES ORDER: NAV: OM--->ORDER,RETURNS--->SALES ORDER


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NOW WE NEED TO SHIP THE GOODS TO THE CUSTOMER.

NAV:OM--->SHIPPING--->TRANSACTIONS


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Find

Click go and concurrent will run. 3 concurrents will run


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Again recall the transaction and go to delivery tab click on ship confirm button


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Ok it.


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We need to define sequence in document category. This is doceument sequence for shipping net

work

Go to nav : Om--->shipping--->setup--->documents-->document sequence


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oracle r 12 om setup

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