Setup: Transaction type
Select the transaction type informations as shown in below form
for generic setup instructions. Note that when the transaction type contains both a fulfilment and negotiation phase there are some additional implementation considerations associated with set up. These impact when and how document numbers are
generated by document sequencing.
On the transaction type set up form there is a check box for retain Document Number. When an order type is created two categories are created. Depending upon the value of Retain Document Number the following steps need to be taken.
2. If you want to keep the document number from the quote when the transaction moves to fulfilment, use the category appended with "TTXXX-Quote" when creating and assigning document sequencing.
3. If you need to generate a new document number for the transaction in the fulfilment phase, two document sequences need to be set up:
- One for fulfilment, using the category with no appending text "TTXXX"
- One for the category appended with "-Quote".
NOTE: Retain Document Number check box applies only to transaction types with Sales Document Type of Sales Order. Sales Agreements have only one document number, Sales Agreement Number, associated with the transaction irrespective of whether agreement is in negotiation or fulfillment phase.
4. Then optionally assign a default transaction phase. The transaction phase defaults to either Negotiation or Fulfillment based on Order Management defaulting rules when the quick sales or standard sales order form is opened. The transaction phase always defaults to Negotiation independent of the defaulting rules when the form is opened through the Quotes menu option. If the transaction phase defaults to Negotiation, only the transaction types that also have a negotiation workflow associated with it are displayed.
In the absence of a default, the fulfillment phase is automatically populated by the system.
Note: The transaction phase can be changed up to the point of saving the transaction or before lines are entered. Once the transaction is saved or lines are entered, the transaction phase cannot be changed and the transaction phase field is non-updatable.
You can set the transaction phase directly on the sales document; the transaction phase determines where in the workflow the ransaction starts. Using a single transaction type you can choose to begin the transaction process in either phase if both fulfillment and negotiation workflow assignments exist on that transaction type.
Note: While Sales Orders lines are assigned a line type through which the transaction is processed, quotes and SAs do not use line types and follow a header flow only.
Transaction type designed for use with Sales documents For example in addition to header and line block data:
SA uses the following settings on the transaction types:
Document numbering
Flow assignments
Layout and contract templates.
Transaction phase
Quotes use:
Retain document number
Header flow assignment
Transaction phase
5-6 Oracle Order Management Implementation Manual
Layout and contract templates.
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