Transaction Types
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Transaction types are used to associate
workflows for various phases of sales document processing.
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The Define Transaction Types window is used to
define both order and line types.
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For order header the transaction type code will
ORDER and for the lines it will be LINE.
Navigation : OM: Setup > Transactions >Transaction
Types
Transaction Types – Assign Lines
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Define your line types first. You should define
line types for both order lines and return lines.
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Once you define the Order Transaction types,
assign the Line Transaction Type using the option Assign Line flows.
Document Sequences
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Define Document Sequences for automatic or
manual numbering of orders.
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This step is required. You can define multiple
document sequences that are assigned to different order types.
Navigation : OM: Setup -> Documents -> Define
Document Categories
Whenever we create a new transaction type, a new document
category gets created automatically.
You must define a category for each bill of lading and
packing slip you wish to create.
Navigation: OM: Setup -> Documents -> Categories
Assign document sequences
After defining document sequences and categories, assign
document sequences to document categories.
Assigning sequences is application and category specific.
You cannot change a document category definition. If you find incorrect information,
create a new category with the correct information, re-assign document
sequences to the new category, and disable the old category.
Navigation : OM: Setup -> Documents -> Assign
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