Thursday, September 27, 2012

Transaction Types in Order Management


Transaction Types

          Transaction types are used to associate workflows for various phases of sales document processing.
          The Define Transaction Types window is used to define both order and line types.
          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

          Define your line types first. You should define line types for both order lines and return lines.
          Once you define the Order Transaction types, assign the Line Transaction Type using the option Assign Line flows.



Document Sequences
          Define Document Sequences for automatic or manual numbering of orders.
          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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