Intgrad Pv240 Con Om 1.1

EZPath Methodology

Application Configuration Document

Oracle Order Management

File name: INTGRAD_document.doc

Company Confidential – For internal use only

Contents

Contents................................................................................................................. ii1 Payment Terms...............................................................................................12 Holds.............................................................................................................173 Order Import Sources....................................................................................364 Document Categories....................................................................................425 Container Types............................................................................................476 Change Types...............................................................................................487 Sales Credit Types.........................................................................................508 Salesperson...................................................................................................519 Territories......................................................................................................5210 Shipping Parameters.................................................................................5311 Define Shipping Exceptions.......................................................................5612 Calendars..................................................................................................6313 Pick Slip Grouping Rules............................................................................6414 Release Sequence Rules............................................................................6715 Release Rules............................................................................................6916 Container Load Details..............................................................................8717 Shipping Document Sequence...................................................................8818 Shipping Document Category....................................................................8919 Shipping Document Sets...........................................................................9120 Personal Profiles......................................................................................10121 Shipping Execution Grants......................................................................10222 Regions and Zones..................................................................................11923 Region Interface......................................................................................12124 Auto Ship Confirm Rules..........................................................................12225 Customer Profile Class.............................................................................12526 Systems Options......................................................................................18427 Processing Constraints............................................................................19028 Validation Templates...............................................................................19129 Record Set...............................................................................................19230 Defaulting Set Ups...................................................................................19331 Demand Class Look Ups..........................................................................19432 Tax codes and Returns............................................................................19633 Document Define.....................................................................................19834 Sequence Assignments...........................................................................19935 Document Category................................................................................20036 Transaction Types...................................................................................20137 Credit Check Rules..................................................................................204Issues for this Deliverable...................................................................................206Appendix............................................................................................................207

File name: INTGRAD_document.doc07/04/2023 18:37


ii

1 Payment Terms

Navigation: Order Management > Setup > Orders > Payment Terms

Description: The due date and discount date for payment of an invoice. For example, the payment term ’2% 10, Net 30’ lets a customer take a two percent discount ifPayment is received within 10 days, with the balance due within 30 days of theInvoice date.

30 NetSr. No

Field Name Field value M / O

Remarks

1 Name 30 Net M Name of the Payment Terms

2 Description Net Due in 30 Days O Description of Name

3 Base Amount 100 M Base Unit Amount

.4 Allow Discount on Partial Payment

Uncheck Box Checkbox allows discount on Partial Payment

5Collect Credit Card Prepayment

Uncheck Box Checkbox allows Collection of Credit Card Prepayment

6 Credit Check Uncheck Box Checkbox checks Credit Check

7 Discount Basis Invoice Amount M The Basis of Discount

8 Effective Dates 01-JAN-1952 To 14-SEP-2004

M Effective Dates of Discount

9 Print Lead Days O Lead Days

10 Instalment Options

Include tax and freight in first instalment

M Lists the various Instalment Options

Cut Off Day Sr. No


Remarks

1 Day of Month O Cut off Day of the Month for Payment Terms Consideration

2 Last Day of Month Checks whether the Day of the month is the last day of the month

Payment Schedule



1

Sr. No


Remarks

1 Sequence 1 O Number of the Sequence

2 Relative Amount 100 O Amount for Payment

3 Due Days 30 O Due Days

4 Due date O Due Date

5 Due Days of Month

O Number of Months Due

6 Due Months Ahead

O Number of Months Ahead Due

Credit CardSr. No


Remarks

1 Name Credit Card M Name of the Payment Terms

2 Description Credit Card due in 1 Day

O Description of Name






6 Credit Check Check the Checkbox Checkbox checks Credit Check


8 Effective Dates 01-JAN-1951 M Effective Dates of Discount





Cut Off Day Sr. No


Remarks



2



Payment Schedule Sr. No


Remarks





5 Due Days of Month


6 Due Months Ahead


IMMEDIATESr. No


Remarks

1 Name IMMEDIATE M Name of the Payment Terms

2 Description Term for chargeback or debit memo







6 Credit Check Uncheck Box Checkbox checks Credit Check




10 Instalment Include tax and M Lists the various Instalment Options



3

Options freight in first instalment

Cut Off Day Sr. No


Remarks





Remarks





5 Due Days of Month


6 Due Months Ahead


Letter-CreditSr. No


Remarks

1 Name Letter-Credit M Name of the Payment Terms

2 Description Letter of Credit (Due in 30 Days)











4






Cut Off Day Sr. No


Remarks





Remarks





5 Due Days of Month


6 Due Months Ahead


NET 120 DAYSSr. No


Remarks

1 Name NET 120 DAYS M Name of the Payment Terms

2 Description Net Due in 120 Days O Description of Name



5













Cut Off Day Sr. No


Remarks





Remarks





5 Due Days of Month


6 Due Months Ahead


NET 30 Days



6

Sr. No


Remarks

1 Name NET 30 Days M Name of the Payment Terms

2 Description O Description of Name







7 Discount Basis Lines Only M The Basis of Discount






Cut Off Day Sr. No


Remarks





Remarks







7

5 Due Days of Month


6 Due Months Ahead


NO CHARGESr. No


Remarks

1 Name NO CHARGE M Name of the Payment Terms

2 Description No Charge for Sales Reps














Cut Off Day Sr. No


Remarks





Remarks




8




5 Due Days of Month


6 Due Months Ahead


Net 45 DaysSr. No


Remarks

1 Name Net 45 Days M Name of the Payment Terms

2 Description Net due in 45 Days O Description of Name













Cut Off Day Sr. No


Remarks





9



Remarks





5 Due Days of Month


6 Due Months Ahead


Net 60 DaysSr. No


Remarks















Cut Off Day Sr. No


Remarks



10





Remarks





5 Due Days of Month


6 Due Months Ahead


Net 75 DaysSr. No


Remarks













Include tax and freight in first




11

instalment

Cut Off Day Sr. No


Remarks





Remarks





5 Due Days of Month


6 Due Months Ahead


Net 90 DaysSr. No


Remarks












12






Cut Off Day Sr. No


Remarks





Remarks





5 Due Days of Month


6 Due Months Ahead


PREPAIDSr. No


Remarks

1 Name PREPAID M Name of the Payment Terms

2 Description PREPAID O Description of Name








13



8 Effective Dates 26-JUN-1951 M Effective Dates of Discount





Cut Off Day Sr. No


Remarks





Remarks





5 Due Days of Month


6 Due Months Ahead


RTO-12 PaymentsSr. No


Remarks

1 Name RTO-12 Payments M Name of the Payment Terms

2 Description Rent to Own - 12 Monthly Payments



.4 Allow Discount on Uncheck Box Checkbox allows discount on Partial



14

Partial Payment Payment






9 Print Lead Days 1 O Lead Days




Cut Off Day Sr. No


Remarks





Remarks

1 Sequence 1 to 12 O Number of the Sequence

2 Relative Amount 8.3333337 O Amount for Payment

3 Due Days O Due Days


5 Due Days of Month

1 O Number of Months Due

6 Due Months Ahead

0 to 12 O Number of Months Ahead Due



15

2 Holds

Navigation: Order Management > Setup > Orders> Holds

Description: Describes the Various Kinds of Holds which are linked to various Responsibilities.CE/FDA HOLDSr. No


Remarks

1 Name CE/FDA HOLD M Name of the Hold

2 Description Integra CE/FDA Hold O Description of the Hold

3 Type Order Administration Hold

M Type of Hold

4 Workflow Item OM Order Line O Related to Workflow

5 Workflow Activity Line Scheduling M Related to Workflow activity

6 Hold Included Items

Uncheck box O Checks whether to include the Hold items

7 Apply to Order and Line

Uncheck box O Checks how to apply ie whether by Order and By Line

8 Effective Dates O Effective Dates of the Hold

Authorizations Sr. No


Remarks

1 Responsibility INTG Regulatory O Name of the Responsibility

2 Authorized Action Remove Hold O Action linked to the responsibility

3 Effective Dates O Effective Dates



Remarks

1 Responsibility INTG Clinical O Name of the Responsibility



CSR Hold



16

Sr. No


Remarks

1 Name CSR Hold M Name of the Hold

2 Description Integra CSR Customer Order Hold

O Description of the Hold


M Type of Hold

4 Workflow Item O Related to Workflow

5 Workflow Activity M Related to Workflow activity




O Checks how to apply ie whether by Order and By Line




Remarks

1 Responsibility INTG Customer Service Management

O Name of the Responsibility

2 Authorized Action Apply Hold O Action linked to the responsibility




Remarks







Remarks

1 Responsibility INTG Customer Service






17



Remarks





Credit Card Auth FailureSr. No


Remarks

1 Name Credit Card Auth Failure

M Name of the Hold

2 Description Order level hold if payment authorization request to iPayment fails


3 Type Electronic Payment M Type of Hold




O Checks whether to include the Hold items






Remarks

1 Responsibility INTG Receivables Management




Credit Check FailureSr. No


Remarks

1 Name Credit Check Failure M Name of the Hold



18

2 Description This hold is automatically placed on an order invoiced to a customer who fails credit check


3 Type Credit Check M Type of Hold










Remarks

1 Responsibility Order Management Super User






Remarks





Hold For InstallSr. No


Remarks

1 Name Hold For Install M Name of the Hold



19

2 Description Hold For Install O Description of the Hold

3 Type Exception Hold M Type of Hold


5 Workflow Activity Line level Invoice Interface

M Related to Workflow activity


Check the box O Checks whether to include the Hold items


Check the box O Checks how to apply ie whether by Order and By Line

8 Effective Dates 24-May-2006 O Effective Dates of the Hold



Remarks

1 Responsibility Order Management Super User




JARIT Credit HoldSr. No


Remarks

1 Name JARIT Credit Hold M Name of the Hold

2 Description JARIT has on Credit Hold



M Type of Hold










Remarks





20





Remarks







Remarks

1 Responsibility INTG Receivables O Name of the Responsibility





Remarks




Letter of CreditSr. No


Remarks

1 Name Letter of Credit M Name of the Hold



21

2 Description Awaiting Letter of Credit Hold



M Type of Hold










Remarks







Remarks







Remarks





MULTI-LANGUAGE HOLD



22

Sr. No


Remarks

1 Name MULTI-LANGUAGE HOLD

M Name of the Hold

2 Description Integra Multi-language hold



M Type of Hold


5 Workflow Activity Line Scheduling M Related to Workflow activity








Remarks







Remarks







Remarks





23





Remarks





NSI Credit HoldSr. No


Remarks

1 Name NSI Credit Hold M Name of the Hold

2 Description NSI has on Credit Hold



M Type of Hold










Remarks







Remarks



24







Remarks






Remarks




New Customer HoldSr. No


Remarks

1 Name New Customer Hold M Name of the Hold

2 Description New Customer, Awaiting credit information



M Type of Hold









25




Remarks







Remarks







Remarks






Remarks






26

OFAC HOLDSr. No


Remarks

1 Name OFAC HOLD M Name of the Hold

2 Description Integra Export Compliance Hold



M Type of Hold

4 Workflow Item Order Administration Hold

O Related to Workflow

5 Workflow Activity Book Order M Related to Workflow activity








Remarks

1 Responsibility INTG Law O Name of the Responsibility



Over 120 DaysSr. No


Remarks

1 Name Over 120 Days M Name of the Hold

2 Description Over 120 Days Overdue



M Type of Hold










27



Remarks







Remarks







Remarks






Remarks




Over 180 Days



28

Sr. No


Remarks


2 Description Over 180 Days Credit hold



M Type of Hold










Remarks







Remarks







Remarks




29





Remarks




Over 240 DaysSr. No


Remarks


2 Description Over 240 Days O Description of the Hold


M Type of Hold










Remarks





Authorizations



30

Sr. No


Remarks







Remarks






Remarks




Product Rationing HoldSr. No


Remarks

1 Name Product Rationing Hold

M Name of the Hold

2 Description Hold Placed for rationing product to customers



M Type of Hold





31








Remarks

1 Responsibility INTG Customer Service Administration






Remarks

1 Responsibility INTG Customer Service Administration






Remarks







Remarks





32



UK Credit HoldSr. No


Remarks

1 Name UK Credit Hold M Name of the Hold

2 Description UK has a Credit Hold O Description of the Hold


M Type of Hold










Remarks







Remarks







Remarks




33





Remarks






34

3 Order Import Sources

Navigation: Order Management > Setup > Orders > Import Sources

Description: Order Import is an Oracle Order Management’s Open Interface that Import orders from an internal or external source, Oracle or Non-Oracle system, which performs all the validations before importing the order that a normal order entered through the Sales Order window would have gone through.

Sr. No


Remarks


AHL M Name of the Order Import Sources

2 Description Order Source for Advanced Service Online

M Description of the Same

3 Enabled Checkbox Whether the Import Source is Enabled

Sr. No


Remarks


Automotive M Name of the Order Import Sources

2 Description Service M Description of the Same


Sr. No


Remarks


CRM Apps M Name of the Order Import Sources

2 Description Order source is any of theCRM applications



Sr. No


Remarks


Contract Renewal M Name of the Order Import Sources

2 Description Order created torenew contracts





35

Sr. No


Remarks


Conversion_JARIT M Name of the Order Import Sources

2 Description Conversion Source for JARIT Sales Orders



Sr. No


Remarks


Conversion_ROI M Name of the Order Import Sources

2 Description Conversion Source for ROI Sales Orders



Sr. No


Remarks


Copy M Name of the Order Import Sources

2 Description Copy M Description of the Same


Sr. No


Remarks


EDI M Name of the Order Import Sources

2 Description EDI M Description of the Same


Sr. No


Remarks


Field Service Report M Name of the Order Import Sources

2 Description Field Servicereport for charging parts, labour and expenses from the field





36

Sr. No


Remarks


IBU M Name of the Order Import Sources

2 Description Order source for iSupport



Sr. No


Remarks


IStore Account M Name of the Order Import Sources

2 Description Order source for iStore account user



Sr. No


Remarks


IStore One click M Name of the Order Import Sources

2 Description Order created byiStore one click



Sr. No


Remarks


IStore Walkin M Name of the Order Import Sources

2 Description Order source for iStore walk in customer



Sr. No


Remarks


Internal M Name of the Order Import Sources

2 Description Web M Description of the Same


Sr. No


Remarks


Online M Name of the Order Import Sources



37

2 Description For Orders created Online



Sr. No


Remarks


Order Capture Quotes M Name of the Order Import Sources

2 Description Order source for Order Capture quoting module



Sr. No


Remarks


POL M Name of the Order Import Sources

2 Description Partners Relationship Management



Sr. No


Remarks


Sales and Marketing Collateral

M Name of the Order Import Sources

2 Description Sales and Marketing Collateral



Sr. No


Remarks


Sales and Marketing Quote

M Name of the Order Import Sources

2 Description Sales and Marketing Quote



Sr. No


Remarks


Service M Name of the Order Import Sources



38

2 Description Service M Description of the Same


Sr. No


Remarks


Service Billing M Name of the Order Import Sources

2 Description Service Billing M Description of the Same


Sr. No


Remarks


Service Request M Name of the Order Import Sources

2 Description Service Request M Description of the Same


Sr. No


Remarks


Telesales Order M Name of the Order Import Sources

2 Description Order Source for Tele Sales



Sr. No


Remarks


Telesales Collateral M Name of the Order Import Sources

2 Description Order source for telesales



Sr. No


Remarks


Web M Name of the Order Import Sources



39

2 Description Web M Description of the Same


Sr. No


Remarks


XML M Name of the Order Import Sources

2 Description Order Source for XML Messages





40

4 Document Categories

Navigation: Order Management > Setup > Orders>Attachments >Document Categories

Description: Describes the Various Document Categories that will be used in Purchasing

CSR ETCHSr. No


Remarks

1 Category CSR ETCH M

2 Default Data Type Text O

3 Effective Dates 29-NOV-2004 O

AssignmentsSr. No

Type Name Format Enabled

1 Report Pick slip report Header Check the Box

2 Form Sales orders Check the Box

CSR NOTESSr. No


Remarks

1 Category CSR NOTES M



AssignmentsSr. No



CSR_RETURNSSr. No


Remarks

1 Category CSR_RETURNS M



Assignments



41

Sr. No


1 Report ITGR RMA Order Acknowledge Report

Footer Check the Box


CUSTOMER SHIPPER #Sr. No


Remarks

1 Category CUSTOMER SHIPPER #

M



AssignmentsSr. No


1 Report Pick slip report Header Check the Box

ILS_CERTSr. No


Remarks

1 Category ILS_CERT M



AssignmentsSr. No



INTERNATIONAL PACKSr. No


Remarks

1 Category INTERNATIONAL PACK M



AssignmentsSr. No




42

1 Report Packing slip report Footer Check the Box


INTERNATIONAL PICKSr. No


Remarks

1 Category INTERNATIONAL PICK M



AssignmentsSr. No


1 Report Pick slip report Footer Check the Box


INTERNATIONAL PICK/PACKSr. No


Remarks

1 Category INTERNATIONAL PICK/PACK

M



AssignmentsSr. No


1 Report Packing slip report Footer Check the Box


3 Form Sales orders Header Check the Box

PACKING INFOSr. No


Remarks

1 Category PACKING INFO M



AssignmentsSr. No




43



PRODUCT DATINGSr. No


Remarks

1 Category PRODUCT DATING M



AssignmentsSr. No




PRODUCT LIMITSSr. No


Remarks

1 Category PRODUCT LIMITS M



AssignmentsSr. No



REP INFOSr. No


Remarks

1 Category REP INFO M



AssignmentsSr. No






44

RETURNSSr. No


Remarks

1 Category RETURNS M



AssignmentsSr. No


1 Report Sales Order Acknowledgement Footer Check the Box




45

5 Container Types

Navigation: Order Management > Setup> Items>Container Types

Description:Sr. No


Remarks

1 Type CONTAINER_TYPE O Type of Container

2 Meaning Container Types M Meaning of the Type

3 Application Oracle Inventory O To which Responsibility this Type is related to

4 Description Container Types O Description

5 Access Level User/Extensible/System Radio Button

< Codes>Sr. No


Remarks

1 Code BIN O Name of the Code

2 Meaning Bin O Meaning of the Code

3 Description Bin O Description of the Code

4 Tag O

5 Effective Dates From to To Date O Date on which the Code is effective.

Note: No Values



46

6 Change Types

Navigation: Order Management > Setup>Bills>Change Types

BILL UpdatSr. No


Remarks

1 Type BILL Updat O Type of Change

2 Engineering Also

Check Box Enable the check box if Engineering is to enabled

3 Description Bill of Material Update O Description

4 Inactive On O Date from which it is Inactive

ITEM ChangSr. No


Remarks

1 Type ITEM Chang O Type of Change

2 Engineering Also


3 Description Change or Update an Item O Description


NEW PRODSr. No


Remarks

1 Type NEW PROD O Type of Change

2 Engineering Also


3 Description New Product Introduction O Description


PUR SPECSr. No


Remarks

1 Type PUR SPEC O Type of Change

2 Engineering Also


3 Description Purchasing Specification Update

O Description




47

ROUT UpdatSr. No


Remarks

1 Type ROUT Updat O Type of Change

2 Engineering Also


3 Description Routing Update O Description


SOP UpdateSr. No


Remarks

1 Type SOP Update O Type of Change

2 Engineering Also


3 Description Documentation Only Change

O Description




48

7 Sales Credit Types

Navigation: Order Management > Setup>Sales> Sales Credit Types

Description: Credits that you assign to your salespeople when you enter orders, invoices and commitments. Credits can be either quota or non-quota and can be used in determining commissionsNon-quota Sales CreditSr. No


Remarks

1 Credit Type Non-quota Sales Credit M Name of Credit Type

2 Description O Description of Credit Type

3 Quota Uncheck Box Enable the Check box if Quota is to be Enabled

4 Enabled Check Box Enable the Check Box if the Credit Type is to be enabled

Quota Sales CreditSr. No


Remarks

1 Credit Type Quota Sales Credit M Name of Credit Type

2 Description O Description of Credit Type

3 Quota Check Box Enable the Check box if Quota is to be Enabled

4 Enabled Check Box Enable the Check Box if the Credit Type is to be enabled



49

8 Salesperson

Navigation: Order Management > Setup>Sales>Sales Person

Description: The Sales Person is defined hereSr. No


Remarks

1 Number 1000 O Number assigned to Sales Person

2 category No Sales Credit O Category of the Employee

3 Sales person Number

-3 O Sales Person Number

4.

Name No Sales Credit M Name of the Resources

5 Organization O Name of the organization

6 Source Name No Sales Credit O Name of the Source

7 Start Date 01-JAN-1952 M Date of Joining of Resources

8 End Date O Date of Leaving of Resources

9 User Name O

10 Transaction Number

Transaction Number

11 Role Type Sales Role Type

12 Role Sales Representative

13 Manager Uncheck Box

14 Admin Uncheck Box

15 Member Check Box

18 Lead Uncheck Box

19 Start Date 01-JAN-1952

20 End Date

Sales Persons



50

9 Territories

Navigation: Order Management > Setup>Sales>Territories

Description: A feature that lets you categorize your customers or salespeople. For example, you can group your customers by geographic region or industry type

Sr. No


Remarks

1 Name O Name of the Territory

2 Description O Description of the Territory

3 Flex field M Flex Field Structure defined for the Territory

4 Active Enable the Check box if the Territory is active

5 Start Date O Start Date

6 End Date O End Date

Note: No values



51

10 Shipping Parameters

Navigation: Order Management > Setup>Shipping> Shipping Parameters

Description: The function that performs tasks for the outgoing shipment of parts, components, and products. It includes packaging, marking, weighing and loading for shipment.

Organization -405General Tab Sr. No


Remarks

1 Weight UOM Class

Weight M UOM of Weight Class

2 Volume UOM Class

Volume M UOM of Volume Class

3 Percent Fill Basis

Weight M What is the percentage fill Basis

4 Auto Select Carrier

Field is Disabled Enable the checkbox if Carrier is to be auto selected.

Pick Release Sr. No


Remarks

1 Release Sequence Rule

Default: Order Number M Rule which determines the Release Sequence

2 Pick Slip Grouping Rule

ITGR GROUPING RULE M Rule which determines the Pick Slip Grouping

3 Print Pick Slip At the End M When will the Pick Slip be Printed

4 Default Pick Release Document Set

All Pick Release Documents

O Default Pick Release Document

5 Auto Create Delivery Criteria

With in an Order M Auto Create Delivery

6 Default Stage Sub Inventory

STAGE M Default Sub inventory where the items will be staged

7 Default Stage Locator

O Default Stage Locator

8 Number of Pick Slip Line

O Number of Pick Slip

9 Ship Confirm Rules

O Rules which determine the Ship Confirm

10 Auto Pack Delivery

No M Whether the Delivery has to be packed

11 AutoCreate Deliveries

CheckBox Enable if Deliveries are to be auto created

12 Auto Allocate CheckBox Enable if Allocation is automatic



52

13 Plan Tasks Un checkbox Enable if Tasks have to be planned

14 Enforce Ship Sets and Ship Models

CheckBox Enable if Ship Sets and Ship Models have to be enforced.

Shipping Transactions Sr. No


Remarks

1 Default Delivery Document Set

Ship Confirm Documents O Default Delivery Document Set

2 Weight/Volume Calculations

Manual M How is the Weight/Volume Calculated

3 Enforce Packing in Container

No O Whether Packing in Container is to be enforced

4 Container Inventory Control

Optional M Whether Container Inventory Is controlled

5 Auto Create Delivery Criteria

Across Orders M Auto Create Delivery

6 Goods Dispatched Account

1215-8010-404105-0000-0000-0000-000000-0000

M Account Number

7 Freight Class Category Set

O Freight Class Category

8 Commodity Code Category Set

O Commodity Code Category

9 Enforce Ship Method

Uncheck Box Enable if Ship Method is to be enforced

10 Defer Interface Uncheck Box Enable if Interface is to be defered

11 Allow Future Ship Date

Uncheck Box Enable if Future Ship date is to be allowed

Delivery Grouping Sr. No


Remarks

4.1 Ship From Location

Check Box Enable if Ship from Location

4.2 Customer Check Box Enable if it is a customer

4.3 Freight Items Check Box Enable if it is a freight item

4.4 FOB Code Uncheck Box Enable if it is a FOB Code

4.5 Ship to Location

Check Box Enable if Ship to Location



53

4.6 Ship Method Check Box Enable if Ship Method

4.7 Intermediate Ship to Location

Uncheck Box Enable if Intermediate Ship to location



54

11 Define Shipping Exceptions

Navigation: Order Management > Setup>Shipping>Shipping Exceptions

Description: Shipping Exceptions are listed here.

WSH_BATCH_MESSAGESr. No


Remarks

1 Exception name

WSH_BATCH_MESSAGE M Name of the Exception

2 Description Batch Message M Description

3 Exception Type

Batch Exception M Type of Exception

4 Default Severity

Low M Default Severity

5 Exception Handling

Manual Radio Button

6 Workflow Item Type

O

7 Workflow Process

O

8 Initiate Workflow

Uncheck Box Enable if Workflow is to Initiated

WSH_CHANGED_QUANTITYSr. No


Remarks

1 Exception name

WSH_CHANGED_QUANTITY M Name of the Exception

2 Description Change in shipping requested quantity due to change in order quantity

M Description

3 Exception Type

Delivery Exception M Type of Exception

4 Default Severity

High M Default Severity


Manual Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_CHANGED_SHIP_METHOD



55

Sr. No


Remarks

1 Exception name

WSH_CHANGED_SHIP_METHOD M Name of the Exception

2 Description BOL Number Cancelled due to a change in the Ship Method of the Trip.

M Description

3 Exception Type

Trip Exception M Type of Exception

4 Default Severity



Manual Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


V

Sr. No


Remarks

1 Exception name

WSH_BATCH_MESSAGE M Name of the Exception

2 Description Batch Message M Description

3 Exception Type


4 Default Severity

High/Low/Medium M Default Severity


Manual/Workflow/No Action

Radio Button


No Entries Found O

7 WorkFlow Process

No Entries Found O

8 Initiate Workflow

Check Box Enable if Workflow is to Initiated

WSH_CHANGE_DEL_GROUPSr. No


Remarks

1 Exception name

WSH_CHANGE_DEL_GROUP M Name of the Exception

2 Description Changes in one or more delivery grouping attributes

M Description

3 Exception Type


4 Default Severity



Manual Radio Button



56


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_CHANGE_SCHEDULESr. No


Remarks

1 Exception name

WSH_CHANGE_SCHEDULE M Name of the Exception

2 Description Changes in one or more scheduling attributes

M Description

3 Exception Type


4 Default Severity



Manual Radio Button


O

7 WorkFlow Process

8 Initiate Workflow


WSH_CHANGE_SCHED_DATESr. No


Remarks

1 Exception name

WSH_CHANGE_SCHED_DATE M Name of the Exception

2 Description Scheduled date has been postponed

M Description

3 Exception Type


4 Default Severity



Manual Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_CUSTOMER_MERGE_CHANGESr. No


Remarks



57

1 Exception name

WSH_CUSTOMER_MERGE_CHANGE M Name of the Exception

2 Description Change to delivery detail due to customer merge

M Description

3 Exception Type


4 Default Severity



Manual Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_INVALID_DELIVERY_PLANNINGSr. No


Remarks

1 Exception name

WSH_INVALID_DELIVERY_PLANNING M Name of the Exception

2 Description Planned delivery has changes M Description

3 Exception Type


4 Default Severity



Manual Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_INVALID_PACKINGSr. No


Remarks

1 Exception name

WSH_INVALID_PACKING M Name of the Exception

2 Description Invalid Packing: Item(s) should be unpacked from the container

M Description

3 Exception Type


4 Default Severity



Manual Radio Button


O

7 WorkFlow Process

O



58

8 Initiate Workflow


WSH_INVALID_PACKING_PLANNINGSr. No


Remarks

1 Exception name

WSH_INVALID_PACKING_PLANNING M Name of the Exception

2 Description Invalid Packing Planning: Planned packing has changes

M Description

3 Exception Type


4 Default Severity



Manual Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_INV_EXPECTED_ERRORSr. No


Remarks

1 Exception name

WSH_INV_EXPECTED_ERROR M Name of the Exception

2 Description Exception when Pick Release Detailing Completes with an Expected Error

M Description

3 Exception Type

Picking Exception M Type of Exception

4 Default Severity

High M Default Severity


Manual Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_PICK_BACKORDERSr. No


Remarks

1 Exception name

WSH_PICK_BACKORDER M Name of the Exception

2 Description Backorder occurred at picking time

M Description



59

3 Exception Type


4 Default Severity



Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_PICK_HOLDSr. No


Remarks

1 Exception name

WSH_PICK_HOLD M Name of the Exception

2 Description Hold on the line at picking time

M Description

3 Exception Type


4 Default Severity



Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_PICK_PRIOR_RSVSr. No


Remarks

1 Exception name

WSH_PICK_PRIOR_RSV M Name of the Exception

2 Description Exception when Pick Release Detailing Completes with a Warning

M Description

3 Exception Type


4 Default Severity



Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow


WSH_UNPACK_ITEM



60

Sr. No


Remarks

1 Exception name

WSH_UNPACK_ITEM M Name of the Exception

2 Description Packing Exception M Description

3 Exception Type


4 Default Severity



Radio Button


O

7 WorkFlow Process

O

8 Initiate Workflow




61

12 Calendars

Navigation: Order Management > Setup>Shipping>Shipping Calendars

Description: Calendar that is used for Shipping Purposes. This is exactly the same as defined in Inventory.

Organization- 405

Assign CalendarsSr. No


Remarks

1 Trading Partner

Organization Radio Button

2 Trading partner Name

ITGR IO RADIONICS PLANT M Name of Trading Partner

4 Calendar Usage

Shipping M Whether the calendar is used for Shipping or Receiving

5 Default Calendar Code

210CAL M Default Calendar Code

6 Site Name Name of the Site

7 Calendar Code

Calendar Code

8 Enabled Uncheck Box If Site name is enabled



62

13 Pick Slip Grouping Rules

Navigation: Order Management > Setup>Shipping>Picking> Pick Slip Grouping Rules

Description: Internal shipping document pickers use to locate items to ship for an order. If you use standard pick slips, each order will have its own pick slip within each picking batch. If you use the consolidated pick slip, the pick slip contains all orders released in that picking batch

Default: Order NumberSr. No


Remarks

1 Pick Methodology

User Defined M Method by which Picking is done

2 Rule Name Default: Order Number M Name of the Rule

3 Description This is Default Pick Slip Grouping Rule for Shipping Execution

O Description

4 Effective Date 31-MAY-2002 M Effective Dates

Group by Sales OrderSr. No


Remarks

1 Order Number CheckBox Enable to get the Order Number

2 Customer Uncheck Box Enable if Customer is to be included

3 Ship to Uncheck Box Enable if Ship to is to be included

4 Carrier Uncheck Box Enable if Carrier is to be included

5 Trip Stop Uncheck Box Enable if Trip Stop is to be included

6 Delivery Uncheck Box Enable if Delivery is to be included

7 Shipment Priority

Uncheck Box Enable if Shipment Priority is to be included

Group by Common Sr. No


Remarks

1 Source Sub Inventory

Uncheck Box Enable if Source sub Inventory is to be included

2 Source Locator

Uncheck Box Enable if Source Locator is to be included



63

3 Item Uncheck Box Enable if Item is to be included

4 Revision Uncheck Box Enable if Revision is to be included

Group by ManufacturingSr. No


Remarks

1 Job/Schedule Uncheck Box Enable if Job/Schdeule is to be included

2 Operation Uncheck Box Enable if Operation is to be included

3 Department Uncheck Box Enable if Department is to be included

4 Push/Pull Uncheck Box Enable if Push/Pull is to be included

5 Supply SubInv Uncheck Box Enable if Supply Sub Inventory is to be included

6 Supply Locator

Uncheck Box Enable if Supply Locator is to be included

7 Project Uncheck Box Enable if Project is to be included

8 Task Uncheck Box Enable if Task is to be included

ITGR GROUPING RULESr. No


Remarks

1 Pick Methodology

User Defined M Method by which Picking is done

2 Rule Name ITGR GROUPING RULE M Name of the Rule

3 Description Grouping by Customer, Ship to and Carrier

O Description

4 Effective Date 07-JUN-2004 M Effective Dates

Group by Sales OrderSr. No


Remarks

1 Order Number CheckBox Enable to get the Order Number

2 Customer CheckBox Enable if Customer is to be included

3 Ship to CheckBox Enable if Ship to is to be included

4 Carrier CheckBox Enable if Carrier is to be included



64

5 Trip Stop Uncheck Box Enable if Trip Stop is to be included

6 Delivery CheckBox Enable if Delivery is to be included

7 Shipment Priority

CheckBox Enable if Shipment Priority is to be included

Group by Common Sr. No


Remarks

1 Source Sub Inventory

Uncheck Box Enable if Source sub Inventory is to be included

2 Source Locator

Uncheck Box Enable if Source Locator is to be included

3 Item Uncheck Box Enable if Item is to be included

4 Revision Uncheck Box Enable if Revision is to be included

Group by ManufacturingSr. No


Remarks

1 Job/Schedule Uncheck Box Enable if Job/Schdeule is to be included

2 Operation Uncheck Box Enable if Operation is to be included

3 Department Uncheck Box Enable if Department is to be included

4 Push/Pull Uncheck Box Enable if Push/Pull is to be included

5 Supply SubInv Uncheck Box Enable if Supply Sub Inventory is to be included

6 Supply Locator

Uncheck Box Enable if Supply Locator is to be included

7 Project Uncheck Box Enable if Project is to be included

8 Task Uncheck Box Enable if Task is to be included



65

14 Release Sequence Rules

Navigation: Order Management > Setup>Shipping>Picking>Release Sequence Rules

Description: Pick Release Sequence is The rule for pick release that decides the order in which eligible order line details request item reservations from Oracle Inventory.Default: Order NumberSr. No


Remarks

1 Rule Default: Order Number M Name of the Rule

2 Description This is the default Pick Sequence Rule for Shipping Execution

O Description

3 Effective Dates

31-MAY-2002 M Effective Dates

Release PrioritySr. No


Remarks

1 Order Priority Number :1 Ascending: Radio Button

2 Outstanding Invoice Value

3 Schedule Date

Ascending: Radio Button

4 Departure Date


5 Shipment Priority


ITGR RELEASE RULESr. No


Remarks

1 Rule ITGR RELEASE RULE M Name of the Rule

2 Description Integra Release Rule by Priority, Scheduled Date and Order Number

O Description

3 Effective Dates

07-JUN-2004 M Effective Dates



Remarks




66


3 Schedule Date

Priority Number :2 Ascending: Radio Button

4 Departure Date


5 Shipment Priority

Priority Number :1 Ascending: Radio Button

Jarit 260 Sequence RuleSr. No


Remarks

1 Rule Jarit 260 Sequence Rule M Name of the Rule

2 Description Jarit Germany Internal Orders

O Description

3 Effective Dates

02-NOV-2004 M Effective Dates



Remarks



3 Schedule Date


4 Departure Date


5 Shipment Priority




67

15 Release Rules

Navigation: Order Management > Setup>Shipping>Picking>Release Rules

Description: Gives a list of the Release Rules for the ShippingILS ConsignmentSr. No


Remarks

1 Rule ILS Consignment M Name of the Rule

2 Effective Dates

08-JUN-2004 O Effective Dates

Order TabSr. No


Remarks

1 Orders All M Kind of Order i.e. All, Backordered or Unreleased

2 Order Type O Type of Order

3 Order Number O Order Number

4 Ship Set O Ship Set

5 Customer O Name of the Customer

6 Ship To O Ship to Location

7 Item O Item

8 Prior Reservations Only

Uncheck Box Enable if Prior Reservation is to be included

9 Schedule Ship Dates

O Dates

10 Requested Dates

O Dates

Shipping Tab

Sr. No


Remarks

1 Ship Method O Method of Shipment

2 Ship From O Ship From

3 Include Assign Lines

Uncheck Box Enable if Assign Lines are to be included

4 Document Set Pick Slip Report O Document Set



68

5 Shipment Priority

Priority Of Shipment


ITGR RELEASE RULE O Rules of Release Sequence

7 Auto Deliver Yes Whether to Auto Deliver or not


No M Whether to Auto pack Delivery or Not

9 Auto Ship Confirm Rule

CONSIGNMENT O Auto Ship Confirm Rule

< Release Criteria Inventory Tab>

Sr. No


Remarks

1 Warehouse 150 O Name of the Warehouse

2 Project O Name of the Project

3 Task O Name of the Task


ITGR GROUPING RULE O Rules for Pick Slip Grouping

5 Auto Allocate Yes O Whether to Auto Allocate or Not

6 Auto Pick Confirm

Yes O Whether to Auto Pick Confirm or Not

7 Plan Tasks No O Whether to Plan tasks or not

8 Pick From Subinventory

O Name of the Subinventory

9 Pick from Locator

Name of the Locator O Name of the Locator

10 Default Stage Subinventory

STAGING O Name of the Subinventory


O Name of the Locator

ILS GSD PrioritySr. No


Remarks

1 Rule ILS GSD Priority M Name of the Rule

2 Effective Dates

14-OCT-2004 O Effective Dates

Order TabSr. No


Remarks



69

1 Orders All M Kind of Order ie All, Backordered or Unreleased






7 Item O Item




O Dates

10 Requested Dates

O Dates

Shipping Tab

Sr. No


Remarks




Uncheck Box Enable if Assing Lines are to be included

4 Document Set All Pick Release Documents

O Document Set

5 Shipment Priority

High Priority-GSD Priority Of Shipment







O Auto Ship Confirm Rule

Inventory Tab

Sr. No


Remarks



70







6 Auto Pick Confirm

No O Whether to Auto Pick Confirm or Not




9 Pick from Locator





STAGE... O Name of the Locator

ILS LoanersSr. No


Remarks

1 Rule ILS Loaners M Name of the Rule

2 Effective Dates


< Release Criteria Order Tab>Sr. No


Remarks







7 Item O Item





71


From to To Dates O Dates

10 Requested Dates

From to To dates O Dates

Shipping Tab

Sr. No


Remarks






O Document Set

5 Shipment Priority









< Release Criteria Inventory Tab>

Sr. No


Remarks







6 Auto Pick Confirm




SDRSFG O Name of the Subinventory



72

9 Pick from Locator

RSFG... O Name of the Locator





ILS Loaners RDCSr. No


Remarks

1 Rule ILS Loaners RDC M Name of the Rule

2 Effective Dates


Order TabSr. No


Remarks


2 Order Type ILS SHIP AND RECEIVE REPAIR

O Type of Order





7 Item O Item




O Dates

10 Requested Dates

O Dates

< Release Criteria Shipping Tab>

Sr. No


Remarks






O Document Set



73

5 Shipment Priority





8 AutoPack Delivery




Inventory Tab

Sr. No


Remarks







6 Auto Pick Confirm





9 Pick from Locator






ILS NEXT DaySr. No


Remarks

1 Rule ILS NEXT Day M Name of the Rule

2 Effective Dates




74

Order TabSr. No


Remarks







7 Item O Item




O Dates

10 Requested Dates

O Dates

Shipping Tab

Sr. No


Remarks






O Document Set

5 Shipment Priority

Next Day Delivery Priority Of Shipment




8 AutoPack Delivery




Inventory TabSr. No


Remarks



75







6 Auto Pick Confirm





9 Pick from Locator






ILS PoolSr. No


Remarks

1 Rule ILS Pool M Name of the Rule

2 Effective Dates

31-JAN-2006 O Effective Dates



Remarks







7 Item O Item





76


O Dates

10 Requested Dates

O Dates

Shipping Tab

Sr. No


Remarks






O Document Set

5 Shipment Priority





8 AutoPack Delivery




Inventory Tab

Sr. No


Remarks







6 Auto Pick Confirm




POOL O Name of the Subinventory



77

9 Pick from Locator






ILS Repair OrdersSr. No


Remarks

1 Rule ILS Repair Orders M Name of the Rule

2 Effective Dates




Remarks



O Type of Order





7 Item O Item




O Dates

10 Requested Dates

O Dates

Shipping Tab

Sr. No


Remarks







78


O Document Set

5 Shipment Priority





8 AutoPack Delivery




Inventory Tab

Sr. No


Remarks







6 Auto Pick Confirm




SDFGCOM O Name of the Subinventory

9 Pick from Locator

FGCOM... O Name of the Locator


STAGINGCOM O Name of the Subinventory


STGCOM... O Name of the Locator

ILS Repair RDCSr. No


Remarks

1 Rule ILS Repair RDC M Name of the Rule

2 Effective Dates


< Release Criteria Order Tab>



79

Sr. No


Remarks



O Type of Order





7 Item O Item




O Dates

10 Requested Dates

O Dates

< Release Criteria Shipping Tab>

Sr. No


Remarks






O Document Set

5 Shipment Priority





8 AutoPack Delivery




Inventory Tab

Sr. No


Remarks



80







6 Auto Pick Confirm





9 Pick from Locator






ILS Standard RDCSr. No


Remarks

1 Rule ILS Standard RDC M Name of the Rule

2 Effective Dates




Remarks







7 Item O Item





81


O Dates

10 Requested Dates

O Dates

Shipping Tab

Sr. No


Remarks






O Document Set

5 Shipment Priority





8 AutoPack Delivery




Inventory Tab

Sr. No


Remarks

1 Warehouse 120 M Name of the Warehouse






6 Auto Pick Confirm





82



9 Pick from Locator






ILS Standard SalesSr. No


Remarks

1 Rule ILS Standard Sales M Name of the Rule

2 Effective Dates




Remarks







7 Item O Item




O Dates

10 Requested Dates

O Dates

Shipping Tab

Sr. No


Remarks





83




O Document Set

5 Shipment Priority

Standard Priority Priority Of Shipment




8 AutoPack Delivery




Inventory Tab

Sr. No


Remarks

1 Warehouse 110 M Name of the Warehouse






6 Auto Pick Confirm





9 Pick from Locator








84

16 Container Load Details

Navigation: Order Management > Setup>Shipping>Container Load Details

Description: Container Load Details are given here.Sr. No


Remarks

1 Container Item

M Flex field

2 Type O Type of Container Item

3 Load Item M Flex field

4 UOM O UOM of Item

5 Maximum Qty M Max Quantity allowed

6 Preferred Flag Check Box Enable if Container Item is to be included

Note: No Records



85

17 Shipping Document Sequence

Navigation: Order Management > Setup>Shipping>Document> Document Sequences

Sr. No

Field Name Field value M / O Remarks

1 Name BE OM M Name of the Document Sequence

2 Application Oracle OM M Which Oracle Responsibility

3 Effective Dates

From to To Dates M Effective Dates

4 Type Manual M Type of Document Sequence

5 Message CheckBox Enable if Message is to be shown for the particular Document Sequence

6 Initial Value 111 O Initial Value



86

18 Shipping Document Category

Navigation: Order Management > Setup>Shipping>Document>Document Category

Description:ILS Bill of LadingSr. No


Remarks

1 Category Name

ILS Bill of Lading O Name of the Category

2 Description Integra Bill of Lading O Description

3 Document Type

Bill of Lading Document Type

4 Enabled Check Box Location

5 Ship Methods All

6 Locations All

7 Prefix BOL

8 Suffix

9 Delimiter -

10 Default Appearance

BOL-1

ILS Pack ListSr. No


Remarks

1 Category Name

ILS Pack List O Name of the Category

2 Description Integra Pack List O Description

3 Document Type

Packing Slip Document Type

4 Enabled Check Box Location

5 Ship Methods One Customer Orders

6 Locations All

7 Prefix PACK

8 Suffix

9 Delimiter -



87

10 Default Appearance

PACK-1

Assign Sequences

Navigation: Order Management > Setup>Shipping>Document>Assign Sequences

Description:

Sequence Assignment DocumentSr. No


Remarks

1 Application M Responsibility

2 Category M Category Name

3 Set of Books M SOB

4 Methods O Type of Method : Null/Manual/Automatic

Sequence Assignment TabSr. No


Remarks

1 Application M Responsibility

2 Category M Category Name

3 Start Date M Start Date


5 Sequence O Sequence



88

19 Shipping Document Sets

Navigation: Order Management > Setup>Shipping>Document>Document Set

Description:All Pick Release DocumentsSr. No


1 Document Set

All Pick Release Documents

M Set of Documents

2 Description Pick Release O Description

3 Usage Pick Release O Whether Ship Confirm or Pick Release

4 Effective Dates

01-AUG-1997 O Effective Dates

5 Printing Method

Parallel Radio Button

< Documents >Sr. No


Remarks

6.1 Sequence 10 M Number Sequence

6.2 Application Oracle Shipping M Responsibility

6.3 Report Name Pick Slip Report M Name of the Report

6.4 Description Pick Slip Report O Description

6.5 Copies 1 M Number of Copies to be Printed

< Documents >Sr. No


Remarks



6.3 Report Name Shipping Exceptions Report

M Name of the Report

6.4 Description Shipping Exceptions Report

O Description


ITGR_PACK_SLIP



89

Sr. No


1 Document Set

ITGR_PACK_SLIP M Set of Documents

2 Description Jarit - USJARPACKLIST01 O Description

3 Usage Ship Confirm O Whether Ship Confirm or Pick Release

4 Effective Dates

30-NOV-2004 O Effective Dates

5 Printing Method


< Documents >Sr. No


Remarks


6.2 Application Business Online M Responsibility

6.3 Report Name ITGR:WSH Jarit Slip Report Program


6.4 Description ITGR:WSH Jarit Slip Report Program

O Description


ITGR_PACK_SLIP2Sr. No


1 Document Set

ITGR_PACK_SLIP2 M Set of Documents

2 Description Jarit - USJARPACKLIST03 O Description


4 Effective Dates

06-MAY-2005 O Effective Dates

5 Printing Method


Documents Sr. No


Remarks



6.3 Report Name ITGR:WSH Jarit Slip Report Program Secondary




90

6.4 Description ITGR:WSH Packing Slip Report

O Description


ITGR_PACK_SLIP3Sr. No


1 Document Set

ITGR_PACK_SLIP3 M Set of Documents

2 Description Jarit International Packslip - PUSJARWH04

O Description


4 Effective Dates

13-DEC-2005 O Effective Dates

5 Printing Method


Documents Sr. No


Remarks



6.3 Report Name ITGR:WSH Jarit International Packslip



O Description


ITGR_PICK_CONFIRMSr. No


1 Document Set

ITGR_PICK_CONFIRM M Set of Documents

2 Description Pick Confirmed Document Set

O Description


4 Effective Dates

09-AUG-2004- 12-AUG-2004

O Effective Dates

5 Printing Method


Documents Sr. No


Remarks



91



6.3 Report Name ITGR:WSH Packing Slip Report Program



O Description


ITGR_PICK_CONFIRMEDSr. No


1 Document Set

ITGR_PICK_CONFIRMED M Set of Documents

2 Description Integra Pick Confirmed Document Set

O Description

3 Usage Ship Confirmed O Whether Ship Confirm or Pick Release

4 Effective Dates


5 Printing Method


Documents Sr. No


Remarks



6.3 Report Name ITGR:WSH Packing Slip Report Program



O Description


< Documents >Sr. No


Remarks



6.3 Report Name ITGR:OM Collagen Certificate of Origin,Inspection,Quality




92

and Sterilization w/o Trace6.4 Description Collagen Certificate of

Origin,Inspection,Quality and Sterilization w/o Trace

O Description


Documents Sr. No


Remarks



6.3 Report Name ITGR:OM Collagen Certificate of Origin,Inspection,Quality and Sterilization


6.4 Description Collagen Certificate of Origin,Inspection,Quality and Sterilization

O Description


< Documents >Sr. No


Remarks



6.3 Report Name ITGR:OM Certificate of Origin,Inspection,Quality and Sterilization


6.4 Description Certificate of Origin,Inspection,Quality and Sterilization

O Description


ITGR_RDC_COMMINVSr. No


1 Document Set

ITGR_RDC_COMMINV M Set of Documents

2 Description Commercial Invoices - RDC Only

O Description



93


4 Effective Dates


5 Printing Method


Documents Sr. No


Remarks



6.3 Report Name Commercial Invoice: RDC M Name of the Report

6.4 Description Commercial Invoice O Description


Jarit Intl Pick ReleaseSr. No


1 Document Set

Jarit Intl Pick Release M Set of Documents

2 Description Jarit International Pick Release Documents

O Description


4 Effective Dates


5 Printing Method


Documents Sr. No


Remarks






O Description




94

Documents Sr. No


Remarks



6.3 Report Name ITGR: Pick Slip Report International Jarit


6.4 Description ITGR: Pick Slip Report International Jarit - Jarit Picklist Sorted

O Description


Jarit Intl Pick Release#2Sr. No


1 Document Set

Jarit Intl Pick Release #2 M Set of Documents

2 Description Jarit Intl Pick Release Documents - PUSJARWH04

O Description


4 Effective Dates

13-DEC-2005 O Effective Dates

5 Printing Method


Documents Sr. No


Remarks






O Description


Documents Sr. No


Remarks




95


6.3 Report Name ITGR: Pick Slip Report International Jarit #2


6.4 Description ITGR: Pick Slip Report International Jarit #2 - Jarit Picklist Sorted

O Description


Jarit Intl Pick Release DocumentsSr. No


1 Document Set

Jarit Pick Release Documents

M Set of Documents

2 Description Jarit Pick Release Documents - Picklist Sorted

O Description


4 Effective Dates


5 Printing Method


Documents Sr. No


Remarks






O Description


Documents Sr. No


Remarks



6.3 Report Name ITGR: Pick Slip Report M Name of the Report



96

6.4 Description ITGR: Pick Slip Report - Jarit Picklist Sorted

O Description


Ship Confirm DocumentsSr. No


1 Document Set

Ship Confirm Documents M Set of Documents

2 Description Ship Confirm O Description


4 Effective Dates


5 Printing Method


Documents Sr. No


Remarks



6.3 Report Name Commercial Invoice M Name of the Report

6.4 Description Commercial Invoice O Description


Choose Printers

Navigation: Order Management > Setup>Shipping>Document>Choose Printers

Description: Selecting the PrinterSr. No


Remarks

1 Printer O Name of the Printer

2 Level O Department

3 Value M

4 Equipment Instance

O Equipment Instance



97

5 Label format O Label format

6 Comments O Comments

7 Enabled CheckBox Check if the Printer is Enabled

8 Default CheckBox Check if the Printer is Default

Note: No Values



98

20 Personal Profiles

Navigation: Order Management > Setup>Shipping>Personal Profiles

Description:Sr. No


Remarks

1 Profile Name O Profile Name

2 Default Value O Default Value

3 User Value O User Value

OM Profiles:



99

21 Shipping Execution Grants

Navigation: Order Management > Setup>Shipping>Grants and Role Definitions > Grants

Description: Assigning Grants to various Users.Sr. No


Remarks

1 User M Name of the User

2 Role M Role of the User

3 Organization O Name of the Org

4 Start Date M Date

5 End Date O Date

6 Role Description

O Role Description

7 Organization Name

O Organization Name

Grants:

Role DefinitionNavigation: Order Management > Setup>Shipping>Grants and Role Definitions >Define Roles

Description: Defining The Roles that will be used.

Upgrade RoleSr. No


Remarks

1 Name Upgrade Role M Name of the Role

2 Description Full Access Role for existing users

O Description

Trips Tab Sr. No


Remarks

1 Data Access Edit M Type of Data Access

2 Calculate Weight/Volume

CheckBox Enable if Weight/Volume is to be Calculated



100

3 Assign Freight Cost CheckBox Enable if Freight costs are to be assigned

4 Launch Pick Release

CheckBox Enable if Pick Release is to be launched

5 Plan CheckBox Enable if Plan is to be made active

6 Print Document CheckBox Enable if document is to be printed

7 Pick Release Form CheckBox Enable if Release form is to be picked

8 Resolve Exception Form

CheckBox Enable if Exception Form is to be resolved

9 Unplan CheckBox Enable if Unplan is to be made active

10 Ship Confirm Uncheck Box Enable if Ship confirm is to be included

Stops TabSr. No


Remarks

1 Data Access Edit M Date Access


CheckBox Enable if Weight/Volume is to be calculated

3 Assign Freight Cost

CheckBox Enable if Freight Cost is to be assigned




6 Print Document

CheckBox Enable if Documents are to be printed

7 Pick Release Form

CheckBox Enable if Release Form is to be picked


CheckBox Enable if Exception form is to be released


10 Update Status CheckBox Enable if Status is to be Updated

Delivery TabSr. No


Remarks

1 Data Access Edit M Data Access



101

2 Assign to Trip CheckBox Enable if Trip is to be assigned

3 AutoCreate Trip

CheckBox Enable if Trip is to be autocreated

4 Auto Pack CheckBox Enable if Pack is to be automated

5 Auto Pack Master

CheckBox Enable if Pack Master is automated



7 Close CheckBox Enable if it is to be closed



9 Generate BOL CheckBox Enable if BOL is to be generated

10 Generate Loading Seq

CheckBox Enable if Loading Seq is to be generated

11 Generate Packing Slip

CheckBox Enable if packing slip is to be generated



13 View message History

Disabled Enable if Message history is to be viewed

14 Pick and Ship Uncheck Box Enable for Pick and Ship

15 Pick, pack and ship

Uncheck Box Enable for Pick. Pack and Ship

16 Plan CheckBox Enable for Plan

17 Print Document Set

CheckBox Enable if Document set is to be printed

18 Pick Release form

CheckBox Enable if Release form is to be picked

19 Re Open CheckBox Enable to Reopen

20 Resolve Exception Forms

CheckBox Enable if Exception form is to be resolved

21 Ship Confirm CheckBox Enable if Ship Confirmation is to be done

22 Unassign from Trip

CheckBox Enable if Trip form is unassigned


24 UPS Address Validation

CheckBox Enable if UPS Address is to be validated

25 UPS Rate and Service

CheckBox Enable if UPS Rate and Service is to be included



102

26 UPS Time in Transit

CheckBox Enable if UPS Time in transit is to be included

27 Send Outbound Message

Disabled Enable if Outbound Messages are to be sent

28 Select Carrier Disabled Enable if Carrier is to be selected

29 Get Freight Cost

Disabled Enable if Freight Cost is to be calculated

30 Cancel Ship Method

Disabled Enable if Ship Method is to be cancelled

31 View Shipping Status

Uncheck Box Enable if Shipping Status is to be viewed

Lines/LPNS Tab Sr. No


Remarks


2 Assign to Delivery

CheckBox Enable if Delivery is assigned

3 Auto Create Deliveries


4 Auto Create Trip


5 Auto Pack CheckBox Enable if Packing is to be automated

6 Auto Pack master

CheckBox Enable if pack Master is to be automated

7 Calculate Volume/Weight

CheckBox Enable if Volume/Weight is to be calculated

8 Create LPN’s CheckBox Enable if LPN’s is to be created


CheckBox Enable if Freight cost is to be assigned


CheckBox Enable if Pick release is to be launched

11 Pack CheckBox Enable if Packing is to be activated

12 Packing Calculator

CheckBox Enable if Packing is to be calculated

13 Packing Workbench

CheckBox Enable if Packing is Workbench

14 Pick and Pack Uncheck Box Enable for Pick and Pack

15 Pick, Pack and Ship

Uncheck Box Enable for Pick, Pack and Ship


CheckBox Enable if Pick Release is to be form

17 Resolve Exception




103

Form18 Split Line CheckBox Enable for Split Line

19 Unassign from Delivery

CheckBox Enable if Delivery is to be unassigned

20 Unpack CheckBox Enable if Unpack is to be done

21 UPS address Validation

CheckBox Enable If UPS address is to be validated



23 UPS Tracking CheckBox Enable if UPS Tracking is to be included



25 Cycle Count Delivery Time

Uncheck Box Enable if Cycle Count Delivery Time is to be included

SupersizeSr. No


Remarks

1 Name Supersize M Name of the Role

2 Description Ship All O Description

Trips Tab Sr. No


Remarks














104


10 Ship Confirm CheckBox Enable if Ship confirm is to be included

Stops TabSr. No


Remarks









6 Print Document


7 Pick Release Form






Delivery TabSr. No


Remarks



3 AutoCreate Trip



5 Auto Pack Master









105









CheckBox Enable if Message history is to be viewed

14 Pick and Ship CheckBox Enable for Pick and Ship


CheckBox Enable for Pick. Pack and Ship

16 Plan CheckBox Enable for Plan



















CheckBox Enable if Outbound Messages are to be sent

28 Select Carrier CheckBox Enable if Carrier is to be selected

29 Get Freight Cost

CheckBox Enable if Freight Cost is to be calculated



106


CheckBox Enable if Ship Method is to be cancelled


CheckBox Enable if Shipping Status is to be viewed



Remarks






4 Auto Create Trip



6 Auto Pack master














14 Pick and Pack CheckBox Enable for Pick and Pack


CheckBox Enable for Pick, Pack and Ship





18 Split Line CheckBox Enable for Split Line








107







CheckBox Enable if Cycle Count Delivery Time is to be included

ZharrisSr. No


Remarks

1 Name Zharris M Name of the Role

2 Description O Description

Trips Tab Sr. No


Remarks













10 Ship Confirm CheckBox Enable if Ship confirm is to be included

Stops TabSr. No


Remarks



108









6 Print Document


7 Pick Release Form






Delivery TabSr. No


Remarks



3 AutoCreate Trip



5 Auto Pack Master















CheckBox Enable if Message history is to be viewed

14 Pick and Ship CheckBox Enable for Pick and Ship

15 Pick, pack and CheckBox Enable for Pick. Pack and Ship



109

ship16 Plan CheckBox Enable for Plan





















29 Get Freight Cost

CheckBox Enable if Freight Cost is to be calculated


CheckBox Enable if Ship Method is to be cancelled





Remarks




3 Auto Create CheckBox Enable if Deliveries are to be auto



110

Deliveries created4 Auto Create

TripCheckBox Enable if Trip is to be autocreated


6 Auto Pack master














14 Pick and Pack CheckBox Enable for Pick and Pack


CheckBox Enable for Pick, Pack and Ship





18 Split Line CheckBox Enable for Split Line












CheckBox Enable if Cycle Count Delivery Time is to be included

Print Document Sets



111

Sr. No


Remarks

1 Name Print Document Sets M Name of the Role


Trips Tab Sr. No


Remarks



Uncheck Box Enable if Weight/Volume is to be Calculated

3 Assign Freight Cost Uncheck Box Enable if Freight costs are to be assigned


Uncheck Box Enable if Pick Release is to be launched

5 Plan Uncheck Box Enable if Plan is to be made active


7 Pick Release Form Uncheck Box Enable if Release form is to be picked


Uncheck Box Enable if Exception Form is to be resolved

9 Unplan Uncheck Box Enable if Unplan is to be made active

10 Ship Confirm Uncheck Box Enable if Ship confirm is to be included

Stops TabSr. No


Remarks





Uncheck Box Enable if Freight Cost is to be assigned



5 Plan Uncheck Box Enable if Plan is to be made active

6 Print Document


7 Pick Release Form

Uncheck Box Enable if Release Form is to be picked



112


Uncheck Box Enable if Exception form is to be released


10 Update Status Uncheck Box Enable if Status is to be Updated

Delivery TabSr. No


Remarks


2 Assign to Trip Uncheck Box Enable if Trip is to be assigned

3 AutoCreate Trip

Uncheck Box Enable if Trip is to be autocreated

4 Auto Pack Uncheck Box Enable if Pack is to be automated

5 Auto Pack Master

Uncheck Box Enable if Pack Master is automated



7 Close Uncheck Box Enable if it is to be closed


Uncheck Box Enable if Freight Cost is to be assigned

9 Generate BOL Uncheck Box Enable if BOL is to be generated


Uncheck Box Enable if Loading Seq is to be generated


Uncheck Box Enable if packing slip is to be generated




Check Box Enable if Message history is to be viewed

14 Pick and Ship Uncheck Box Enable for Pick and Ship


Uncheck Box Enable for Pick. Pack and Ship

16 Plan Uncheck Box Enable for Plan




Uncheck Box Enable if Release form is to be picked

19 Re Open Uncheck Box Enable to Reopen


Uncheck Box Enable if Exception form is to be resolved



113

21 Ship Confirm Uncheck Box Enable if Ship Confirmation is to be done


Uncheck Box Enable if Trip form is unassigned











29 Get Freight Cost

Disabled Enable if Freight Cost is to be calculated


Disabled Enable if Ship Method is to be cancelled





Remarks



Uncheck Box Enable if Delivery is assigned


Uncheck Box Enable if Deliveries are to be auto created

4 Auto Create Trip

Uncheck Box Enable if Trip is to be autocreated

5 Auto Pack Uncheck Box Enable if Packing is to be automated

6 Auto Pack master

Uncheck Box Enable if pack Master is to be automated



8 Create LPN’s Uncheck Box Enable if LPN’s is to be created


Uncheck Box Enable if Freight cost is to be assigned


Uncheck Box Enable if Pick release is to be launched



114

11 Pack Uncheck Box Enable if Packing is to be activated


Uncheck Box Enable if Packing is to be calculated


Uncheck Box Enable if Packing is Workbench

14 Pick and Pack Uncheck Box Enable for Pick and Pack


Uncheck Box Enable for Pick, Pack and Ship


Uncheck Box Enable if Pick Release is to be form


Uncheck Box Enable if Exception form is to be resolved

18 Split Line Uncheck Box Enable for Split Line


Uncheck Box Enable if Delivery is to be unassigned

20 Unpack Uncheck Box Enable if Unpack is to be done









Uncheck Box Enable if Cycle Count Delivery Time is to be included



115

22 Regions and Zones

Navigation: Order Management > Setup>Shipping>Regions and Zones> Regions and Zones

Description: Definition of Regions and Zones to be done here.

Region Tab Sr. No


Remarks

1 Country M Name of the Country

2 Code M Code

3 State/Province O State/Province

4 State/Province O State/Province Code

5 City O City

6 City Code O City Code

7 Zip Code O Zip Code

Zone tabSr. No


Remarks

1 Zone M Name of the Zone

2 Zone Level O Zone Level

3 Zone Components

O Zone Components

4 Country O Name of the Country

5 Code O Code



8 City O City



Locations Tab



116

Sr. No


Remarks

1 Location O Type of Location

2 Name O Name of the Location

3 Number O Number of the location

4 Address O Address

5 City O City

6 State O State

7 Postal Code O Postal Code

8 Country O Country


10 Code O Code



13 City O City



16 Exception Enable if Country is an Exception

17 Parent region Enable if Country is in the Parent Region

Note: No Records



117

23 Region Interface

Navigation: Order Management > Setup>Shipping>Regions and Zones>Region Interface

Sr. No


Remarks

1 Country O Country


3 Code O Code



6 City O City



9 From O From Zip Code

10 To O To Zip Code

Note: No Records



118

24 Auto Ship Confirm Rules

Navigation: Order Management > Setup>Shipping>Auto Ship Confirm Rules

CONSIGNMENTSr. No


Remarks


CONSIGNMENT M Rule Governing Auto Ship Confirm

2 Effective Date 07-JUN-2004 M Effective Date

3 Shipping Option Action

Ship All M Action for Shipping Option

4 Unspecified Quantities

Ship M Unspecified Quantities action

5 Create Delivery for Staged Quantities

Check Box Enable if Delivery for Staged Quantities is to be created

Auto Create Trip Options Sr. No


Remarks

1 Ship Method` Method of Shipping

.2 Set Delivery in Transit

Check Box Enable if Delivery is in Transit

3 Close Trip Check Box Enable after Closing the Trip

4 Defer Interface

Uncheck Box Enable for Interface Deference

5 Create Bill of Lading

Uncheck Box Enable if Bill of Lading is to be created

Pre Existing Trip Options Sr. No


Remarks

6.1 Set Delivery in Transit


6.2 Close Trip Check Box Enable after Closing the Trip

6.3 Defer Interface


6.4 Create Bill of Lading


JARIT GERMANY INTERNAL ORDERS



119

Sr. No


Remarks


JARIT GERMANY INTERNAL ORDERS

M Rule Governing Auto Ship Confirm

2 Effective Date 04-NOV-2004 M Effective Date





5 Create Delivery for Staged Quantities

Check Box Enable if Delivery for Staged Quantities is to be created



Remarks





4 Defer Interface






Remarks




6.3 Defer Interface




UPS/FedEx Auto InvoiceSr. No


Remarks


UPS/FedEx Auto Invoice M Rule Governing Auto Ship Confirm

2 Effective Date 14-AUG-2004 M Effective Date





5 Create Check Box Enable if Delivery for Staged



120

Delivery for Staged Quantities

Quantities is to be created



Remarks





4 Defer Interface






Remarks




6.3 Defer Interface






121

25 Customer Profile Class

Navigation: Order Management > Setup>Customers > Profile Class

Description: A method used to categorize customers based on credit information. Oracle Receivables uses credit profiles to assign statement cycles, dunning letter cycles, salespersons, and collectors to your customers. You can also decide whether you want to charge your customers interest. Oracle Order Management uses the order and total order limits when performing credit checking.A ClassSr. No


Remarks

1 Name A Class M Good Rating of the Customer

2 Description Up to $ 500,000 O

2 Active Check Box Whether the Profile Class is active

3 Collector Name

Default Collector M Name of the person who is responsible for collection

Receipts Sr. No


Remarks

1 Match Receipts By

Transaction Number O What criteria is used to Match Receipts

2 Auto Cash Rule Set

Standard O Define Auto Cash Rule

3 Remainder Rule Set

O Name of the Remainder Rule Set

4 Auto Receipt include Dispute Items

Check Box Enable the checkbox if Auto Receipt Include Dispute Items

Statements Sr. No


Remarks

1 Send Statements

Check Box Check if Statements are to be Send

2 Send Credit balances

Check Box Check if Credit Balances are to be send

3 Cycle Monthly M Frequency of Sending the Statements

Dunning TabSr. No


Remarks

1 Letter Set INTEGRA M Letter Set



122

2 Send Letters Check Box Check if Letters are to be Sent

Payment TermsSr. No


Remarks

1 Payment Terms

NET 30 Days O Define the Payment Terms

2 Override Terms

Uncheck Box Check if Terms are to be overrided

3 Allow Discounts

Check Box Check if Discounts are to be allowed

4 Discount Grace Days

0 O Number of Discount Grace Days

5 Receipt Grace Days

0 O Number of Receipt Grace Days

Finance Charges Sr. No


Remarks

1 Charge Interest

Uncheck Box Check if Interest is to be charged

2 Compound interest

Uncheck Box Check if Interest to be charged is to be compounded

3 Days in Period M Days in Period

InvoicingSr. No


Remarks

1 Tax Printing Sum Taxes O Define Method of Invoicing

2 Grouping Rule Default O Define Grouping Rule

Consolidated Billing Format Sr. No


Remarks

1 Type Type of Consolidated Billing Format

2 Enable Uncheck Box Check if Consolidated Billing is to be enabled

Credit Profile Tab



123

Sr. No


Remarks

1 Classification Classification

2 Periodic Review Cycle

Annually O Periodic Review Cycle

3 Analyst Name of the Credit Analyst

4 Tolerance 50% O Credit Check Tolerance

5 Credit Check Check Box Enable if Credit is to be checked

Currency Sr. No


Remarks

1 Currency USD M Currency

2 Finance Charges Interest Rate

O Rate of Interest in Percentage

3 Max Interest per Invoice

O Max Interest per Invoice

4 Min Customer Balance for Finance Charges

O Min Customer Balance for Finance Charges

5 Min Invoice Balance for Finance Charges

O Min Invoice Balance for Finance Charges

6 Min Receipt Amount

O Min Receipt Amount

7 Min Statement Amount

O Min Statement Amount

8 Min Dunning Amount

O Min Dunning Amount

9 Min Dunning Invoice Amount

O Min Dunning Invoice Amount

10 Credit Limit 500,000.00 O Credit Limit

11 Order Credit Limit

500,000.00 O Order Credit Limit

Awaiting Credit AppSr. No


Remarks



124

1 Name Awaiting Credit App M Good Rating of the Customer

2 Description Awaiting Credit Application

O


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By

O What criteria is used to Match Receipts


O Define Auto Cash Rule





Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms

Check Box Check if Terms are to be overrided

3 Allow Discounts






125





Remarks

1 Charge Interest

Check Box Check if Interest is to be charged

2 Compound interest


3 Days in Period 30 M Days in Period

InvoicingSr. No


Remarks





Remarks



Credit Profile TabSr. No


Remarks



O Periodic Review Cycle




Currency



126

Sr. No


Remarks





















B ClassSr. No


Remarks

1 Name B Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








127



Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks



128





Remarks





Remarks







<Currency >Sr. No


Remarks












129












C ClassSr. No


Remarks

1 Name C Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning Tab



130

Sr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





131



Remarks







<Currency >Sr. No


Remarks





















Class VIP



132

Sr. No


Remarks

1 Name Class VIP M Good Rating of the Customer

2 Description Class VIP O


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By





Standard O Name of the Remainder Rule Set



Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts




133







Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





Remarks








134


<Currency >Sr. No


Remarks


















10 Credit Limit 1,000,000.00 O Credit Limit


1,000,000.00 O Order Credit Limit

Credit CardSr. No


Remarks

1 Name Credit Card M Good Rating of the Customer

2 Description Credit Card O


3 Collector Name


Receipts Sr. No


Remarks



135

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks

1 Letter Set STANDARD M Letter Set


Payment TermsSr. No


Remarks

1 Payment Terms

Credit Card O Define the Payment Terms

2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest




136


InvoicingSr. No


Remarks





Remarks





Remarks







<Currency >Sr. No


Remarks






4 Min Customer Balance for




137

Finance Charges











10 Credit Limit 10,000,000,000,000.00 O Credit Limit


10,000,000,000,000.00 O Order Credit Limit

D ClassSr. No


Remarks

1 Name D Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements




138




Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks



139





Remarks







Currency Sr. No


Remarks
















140








DEFAULTSr. No


Remarks

1 Name DEFAULT M Good Rating of the Customer

2 Description Default Profile Used by Customer Interface program

O


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By







Uncheck Box Enable the checkbox if Auto Receipt Include Dispute Items

Statements Sr. No


Remarks

1 Send Statements



Uncheck Box Check if Credit Balances are to be send


Dunning TabSr. No


Remarks




141


Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks


2 Grouping Rule O Define Grouping Rule



Remarks



Credit Profile Tab



142

Sr. No


Remarks







Currency Sr. No


Remarks





















E ClassSr. No


Remarks



143

1 Name E Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts






144





Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





Remarks



Semi-annually O Periodic Review Cycle




Currency Sr. No


Remarks




145




















F ClassSr. No


Remarks

1 Name F Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By










146

Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





147



Remarks





Remarks



Semi-annually O Periodic Review Cycle




<Currency >Sr. No


Remarks
















148








G Class - Doctors (AMA)Sr. No


Remarks

1 Name G Class - Doctors (AMA) M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks




149


Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





Remarks




150


Semiannually O Periodic Review Cycle




<Currency >Sr. No


Remarks





















H Class - DentistsSr. No


Remarks

1 Name H Class - Dentists M Good Rating of the Customer

2 Description Up to $ 250.00 O



151


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts






Finance Charges



152

Sr. No


Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





Remarks







Currency Sr. No


Remarks




153

















10 Credit Limit 250.00 O Credit Limit


250.00 O Order Credit Limit

I ClassSr. No


Remarks

1 Name I Class M Good Rating of the Customer

2 Description up to 75,000.00 O


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By










154

Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks

1 Tax Printing O Define Method of Invoicing




155



Remarks





Remarks



Custom O Periodic Review Cycle




Currency Sr. No


Remarks












156












J ClassSr. No


Remarks

1 Name J Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning Tab



157

Sr. No


Remarks

1 Letter Set Standard M Letter Set


Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





158



Remarks







Currency Sr. No


Remarks

1 Currency M Currency

















10 Credit Limit O Credit Limit


O Order Credit Limit



159

J ClassSr. No


Remarks

1 Name J Class M Good Rating of the Customer

2 Description Up to 25,000.00 O


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts




160







Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





Remarks








161


<Currency >Sr. No


Remarks





















K ClassSr. No


Remarks

1 Name K Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks



162

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest




163


InvoicingSr. No


Remarks





Remarks





Remarks







<Currency >Sr. No


Remarks






4 Min Customer Balance for




164

Finance Charges














L ClassSr. No


Remarks

1 Name L Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements




165




Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks



166





Remarks







<Currency >Sr. No


Remarks




















167




M ClassSr. No


Remarks

1 Name M Class M Good Rating of the Customer



3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment Terms



168

Sr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





Remarks




169






<Currency >Sr. No


Remarks





















N ClassSr. No


Remarks

1 Name N Class M Good Rating of the Customer




170


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms


2 Override Terms


3 Allow Discounts






Finance Charges



171

Sr. No


Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks





Remarks







Currency Sr. No


Remarks




172




















No Credit ApplicationSr. No


Remarks

1 Name No Credit Application M Good Rating of the Customer

2 Description No Credit Application O


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By










173

Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks



Payment TermsSr. No


Remarks

1 Payment Terms

PREPAID O Define the Payment Terms

2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





174



Remarks





Remarks







CurrencySr. No


Remarks
















175








PrepaidSr. No


Remarks

1 Name Prepaid M Good Rating of the Customer

2 Description Prepaid O


3 Collector Name


Receipts Sr. No


Remarks

1 Match Receipts By








Statements Sr. No


Remarks

1 Send Statements





Dunning TabSr. No


Remarks




176


Payment TermsSr. No


Remarks

1 Payment Terms

PREPAID O Define the Payment Terms

2 Override Terms


3 Allow Discounts








Remarks

1 Charge Interest


2 Compound interest



InvoicingSr. No


Remarks





Remarks



Credit Profile Tab



177

Sr. No


Remarks







Currency Sr. No


Remarks























178

26 Systems Options

Navigation: Order Management > Setup>Customers >System Options

<Accounting Tab>Sr. No Field Name Field value M /

ORemarks

1 Operating Unit

ITGROUUS O Name of the Operating Unit

2 Accounting Method

Accrual O Method of Accounting

3 Name Integra Life Sciences Corp O Name

4 Finance Charge Activity

O Finance Charge Activity

5 Realized Gain Accounts

1115-0000-831000-0000-0000-0000-000000-0000

M Realized Gain Accounts

6 Realized Losses Accounts

1115-0000-831000-0000-0000-0000-000000-0000

O Realized Losses Accounts

7 Tax account 1115-0000-237005-0000-0000-0000-000000-0000

M Tax account

8 Unallocated Revenue A/C

O Unallocated Revenue A/C

9 Cross Currency Rate Type

O Cross Currency Rate Type

10 Cross Currency Rounding A/c

O Cross Currency Rounding A/c

11 Header Rounding A/c

1115-0000-831000-0000-0000-0000-000000-0000

O Header Rounding A/c

12 Automatic Journal Import

Check Box Enable if Automatic Journal is to be imported

13 Header level Rounding

Check Box Check if Header Level is to be rounded

14 Days per Posting Cycle

35 M Days per Posting Cycle

15 Accounting Flex Field Description

Integra Life Sciences Corp-Non\-Specific-Exchange Gain / Loss-Non\-Specific-Non\-Specific-Non\-Specific-Default-Default

Tax



179

Sr. No


Remarks

1 Tax Method Sales Tax M Tax Method

2 Location Flex Field Structure

State.County.City M Location Flex Field Structure

3 Postal Code Range

00000- 99999-9999 M Postal Code Range

4 Address Validation

Error M Address Validation

5 Compound Taxes

Uncheck Box Enable if Taxes are to be Compounded

6 Invoice Printing

Sum Taxes M Invoice Printing

7 Tax Registration Number

O Tax Registration Number

8 Tax Vendor View

Vertex M Tax Vendor

9 Sales Tax Geo Ride

O

10 Inclusive Tax Used

Uncheck Box Enable if Inclusive Tax is to be used

11 Rounding Options

12 Calculation Level

Line M At what level Rounding Calculation is to be done

13 Rounding Rule

Nearest M The rounding rule that will be used

14 Reporting Currency

USD O Reporting Currency

15 Precision 2 M Precision

16 Min. accountable Unit

O

17 Allow Override

Check Box Enable if Overriding is to be allowed

Tax Default and Rules Sr. No


Remarks

1 Enforce Tax from Revenue Account

Uncheck Box Enable if Tax from Revenue Account is to be enforced

2 Calculate Tax on Credit Memo during Auto Invoice

CheckBox Enable if Tax is to be Calculated on Credit Memo during Auto Invoice

3 Tax Code Default

Default Tax Code



180

4 Customer Site Hierarchy 2 and CheckBox Enable if Customer site is to be active

5 Customer Hierarchy 1 and CheckBox Enable if Customer is to be active

6 Product Hierarchy 3 and CheckBox Enable if Product is to be active

7 Revenue Account

Hierarchy not Mandatory and Uncheck Box

Enable if Revenue is to be Active

8 System Options

Hierarchy 4 and CheckBox Enable if System Options is to be active

9 Tax Code Location

Exception Rates

1 Use Customer Exemptions

CheckBox Enable if Customer Exemptions are to be used

2 Use Item Exemptions

CheckBox Enable if Item Exemptions are to be used

3 Use Item Tax Rate Exemptions

CheckBox Enable if Item Tax Rate Exemptions are to be used

Trans and Customers TabSr. No Field Name Field value M /

ORemarks

1 Allow change to Printed Transactions

CheckBox Enable if Changes are allowed on Printed Transaction

2 Allow Transaction Deletion

Uncheck Box Enable if Transaction Deletion are allowed

3 Allow Payment of Unrelated Transactions

CheckBox Enable if Payment of unrelated transactions are allowed

4 Show Billing Number

CheckBox Enable if Billing Number is to be shown

5 Document Number Level Generation

When Saved M At what level Document Number is to be generated

6 Accounting Flex

Account O Accounting Flex

7 Systems Item Item Number Systems Item

8 Territory Country O Territory

9 Purge Interface Table

CheckBox Enable if Interface Table is to be purged

10 MaxMemory ( In Bytes)

9000000 M Maximum Memory in Bytes

12 Log File Message level

1 M Log File Message level

13 Automatic Customer

CheckBox Enable if automatic Customer Numbering is to be active



181

Numbering14 Automatic

Site Numbering

CheckBox Enable if Automatic Site Numbering is to be made active

15 Create Reciprocal Customer

Uncheck Box Enable if Reciprocal Customer is to be created

16 Grouping Rule Name

Default M Default Grouping Rule Name

Revenue Policy Sr. No


Remarks

1 Standard Refund Policy

O Standard Refund Policy

2 Payment Terms Threshold

O Payment Terms Threshold

3 First Selection O Credit Classification for Deferred Revenue

4 Second Selection

O Credit Classification for Deferred Revenue

5 Third selection

O Credit Classification for Deferred Revenue

ClaimsSr. No


Remarks

1 Lock Box andPost Quick cash Claim handling

O

2 Unmatched Remittances Lines

O

3 Prepare for Claim creation

O

4 Negative Lines

Uncheck Box O

5 Positive Lines Uncheck Box O

6 Matched Remittances Lines

7 Prepare for Claim creation

Uncheck Box

8 Exclude Credit memos

Miscellaneous



182

Sr. No


Remarks

1 Split Amount 1000 M

2 Discount Basis

Lines Only M On What basis discount is given.


Standard O Auto Cash Rule Set

4 Days in Days Sales Outstanding Collections

60 M Days in Days Sales Outstanding Collections

5 Sales Credit %age Limit

O Sales Credit %age Limit

6 Max Write Off Amount

100000 O Max Write Off Amount

7 Accrue Interest

Uncheck Box Enable if Interest is to accrued

8 Allow Unearned Discounts

Uncheck Box Enable if Unearned discounts are to be allowed

9 Discount on Partial Payment

Uncheck Box Enable is Discount on Partial Payment is allowed

10 Trade Accounting Installed

Uncheck Box Enable if Trade Accounting is installed

11 Bills Receivable enabled

Uncheck Box Enable if Bills Receivable is enabled

12 Require Billing Location for Receipts

Uncheck Box Enable if Billing Location for Receipts is required

13 Require Agent Uncheck Box Enable if Agents are required

14 Print Remit to Address

Check Box Enable if Remit to Addresses are to be printed

15 Print Home Country

Uncheck Box Enable if Home Country is to be printed

16 Credit Card Payment Method

Credit Card Payment Method

17 Bank Account Payment Method

Bank Account Payment Method

18 Invoice Per Commit

100 M Invoice Per Commit

19 Receipts Per Commit

100 M Receipts Per Commit

20 Charge Back Due Date

Open Invoice Due Date M Charge Back Due Date

21 Default Country

United States O Default Country



183

22 Source of Territory

Bill To Site M Area

23 Application Rule Set

Line and Tax Prorate M Application Rule Set



184

27 Processing Constraints

Navigation: Order Management > Setup>Rules> Security>Processing Constraints

Description: Constraints to making changes to data on an entity that has affected downstream activities that are difficult or costly to undo. For example, changing options on an ATO order where the Item has already been built.

Sr. No


Remarks

1 Application Oracle Order Management

O Application

2 Entity Order Header O Entity

3.1 Operation Delete O Operation

3.2 Attribute O Attribute

3.3 User Action Not Allowed O User Action

3.4 System Changes

O System Changes

3.5 User Changes O User Changes

3.6 Seeded? Check Box Enable if Operation is to be made active

4.1 Group # 1,2 O Group #

4.2 Scope Any/Any O Scope

4.3 Validation Entity

Order Header/ Order Header

O Validation Entity

4.4 Record Set Order/Order O Record Set

4.5 Not Uncheck Box Enable if Group # is not to be included

4.6 Validation Template

Is gapless/Booked O Validation Template

4.7 Seeded? Checkbox Enable if Group # is to be seeded

4.8 User Message Gapless Orders should be cancelled/ order has been booked

O

Order Header



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28 Validation Templates

Navigation: Order Management > Setup>Rules> Security>Validation Templates

Description: A validation template names a condition and defines the semantics of how to validate the condition. These are used to specify the constraining conditions for a given constraint.

Sr. No


Remarks

1 Application Oracle OM M Oracle Application

2.1 Entity M Entity

2.2 Template M Template

2.3 Seeded? Check Box Enable if Entity is Seeded or not

2.4 Short Name M Short Name

2.5 Description O Description

2.6 Validation Type : WF,API, TBL

Radio Button to select one of the options

3.1 Item Type O Item Type

3.2 Activity O Activity

3.3 Status O Status

3.4 Result O Result



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29 Record Set

Navigation: Order Management > Setup>Rules> Security>Record Set

Description: A record set is a set of records that are bound by some common attribute values (e.g. invoice set). In processing constraints, when defining a constraint condition, a record set may be specified to be validated for a given condition.

Sr. No


Remarks

1 Application Oracle OM M Application

2 Entity M Entity

3 Seeded? Check Box Enable if Entity is to be seeded

4 Record Set M Record Set

5 Short Name M Short Name


7 Based on Primary Key

Check Box Enable if Entity is based on Primary Key

8 Columns O Columns

Record Sets



187

30 Defaulting Set Ups

Navigation: Order Management > Setup>Rules>Defaulting Set Up

Description: Information that Oracle Order Management automatically enters depending on other information you enter.Sr. No


Remarks

1 Application Oracle Order Management M Application

2 Entity Order Header Entity

3 Default Sequence

Number 1,2,3,4,5,6,7,8,40,50

Default Sequence

4 Attributes Customer/Ship To/ Deliver To Org/ Agreement/ Bill To/ Price List/ Request Date/ Credit Card Number/ Accounting Rule/ Accounting Rule Duration/ Bill To Contact/ Blanket Number/ Contact/ Conversion Rate Date/ Conversion Type/ Credit Card Expiration Date/ Credit Card Holder Name/ Currency/ Customer PO/ Deliver To Contact/ Demand Class/ Earliest Schedule Limit/ FOB Point/ Freight Terms/ Fulfilment Set/ Invoicing Rule/ Latest Schedule Limit/ Line Set/ Order Date Type/ Order Type/ Ordered Date/ Packing Instructions/ Payment Term/ Pricing Date/ Sales Channel/ Salesperson/ Ship To Contact/ Ship Tolerance Above/ Ship Tolerance Below/ Shipment Priority/ Shipping Instructions/ Shipping Method/ Tax Exempt/ Tax Exempt Number/ Tax Exempt Reason/ Warehouse

O Attributes

5 Include in Building Defaulting Conditions

Check Box Enable if Sequence is to be included in Building Defaulting Conditions



188

31 Demand Class Look Ups

Navigation: Order Management > Setup>Quick Codes>Manufacturing

Description:Sr. No


Remarks

1 Type Demand Class O Type of Quick Code for Manufacturing

2 Meaning Demand Class M Meaning

3 Application Oracle Manufacturing O Application

4 Description Demand Class O Description

5 Access Level User Select the Access Level with the help of the Radio Button

6 Code BIOT_DEMAND O Code

7 Meaning BIOT_DEMAND_CLASS O Meaning

8 Description France Demand Class O Description

9 Tag O Tag

10 Effective Dates


11 Enabled Check Box Enable if Code is to be active

6 Code DE_DEMAND O Code

7 Meaning DE_DEMAND_CLASS O Meaning

8 Description Germany Demand Class O Description

9 Tag O Tag

10 Effective Dates



6 Code UK_DEMAND O Code

7 Meaning UK_DEMAND_CLASS O Meaning

8 Description UK Demand Class O Description

9 Tag O Tag

10 Effective Dates




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6 Code US_DEMAND O Code

7 Meaning US_DEMAND_CLASS O Meaning

8 Description US Demand Class O Description

9 Tag O Tag

10 Effective Dates



6 Code BIOT_DEMAND O Code

7 Meaning BIOT_DEMAND_CLASS O Meaning

8 Description France Demand Class O Description

9 Tag O Tag

10 Effective Dates





190

32 Tax codes and Returns

Navigation: Order Management > Setup>Tax > Codes

Description: Codes to which you assign sales tax or value-added tax rates. Oracle Receivables lets you choose state codes as the tax code when you define sales tax rates for the United States

< Rates Tab>Sr. No


Remarks

1 Tax Code M Tax Code to be Defined

2 Tax Type M Tax Type

3 Taxable Basis M Taxable Basis

4 Tax Rate % M Percentage to be given her

5 Tax Amount O Amount

6 Sign M Sign

7 Formulae O Formulae

< Effective Tab>Sr. No


Remarks

1 Type M Tax Code

2 Effective M Effective Dates

3 Enabled Enable if Tax Code is to be active

< Control Tab>Sr. No


Remarks

1 Tax Code M Tax Code

2 Tax Class M Tax Class

3 Adhoc Enable if Control is Adhoc

4 Inclusive Tax Enable if Tax is to be included

5 Allow inclusive override

Enable if Inclusive Override is to be allowed

6 Displayed Enable if it is to be displayed



191

< More Tab>Sr. No


Remarks

1 Tax Code M Tax Code

2 Tax Flex field Structure

3 Printed Tax name

O Printed Tax name


5 VAT Transaction Type

O VAT Transaction Type

Sales Tax

Location Based Tax



192

33 Document Define

Navigation: Order Management > Setup>Documents > Define

Description: The various Documents that will be used are defined here.

Sr. No


Remarks

1 Name M Name of the Document

2 Application M Applications

3 Effective Date M From to To dates

4 Type M Is the Document Manual/ automatic

5 Message Enable if Message is to be shown with the particular document

6 Initial Value O Number of the Document

Define Documents



193

34 Sequence Assignments

Navigation: Order Management > Setup>Documents> Assign

Description: The Document Sequence Assignments<Document>Sr. No


Remarks

1 Application Name

Application Name

2 Category M Category Code

3 Set of Books M Set of Books

4 Method O Method

<Assignments>Sr. No


Remarks

1 Application Name

Application Name

2 Category M Category Code

3 Set of Books M Set of Books

4 Start Date O Start Date


6 Sequence M Sequence Name

Sequence Assignments



194

35 Document Category

Navigation: Order Management > Setup>Documents> Document Category

Description: The Document Categories are defined here.Sr. No


Remarks

1 Application Name

M Application Name

2 Code M Category Code

3 Name M Name


5 Table Name M Table Name associated with Category Code

Document Categories



195

36 Transaction Types

Navigation: Order Management > Setup>Transaction Types > Define

Description : We define Transaction Types by combining Header and Line level Workflows by which a Sales Order can follow that particular Transaction Type which is mentioned in that Sales Order.

Sr. No


Remarks

1 Operating Unit

ITGROUUS M Specify the Operating Unit name.

2 Transaction Type

ILS STANDARD SALES M Name of the Transaction Type.

3 Description Integra Standard Sales Order Type

O Enter a optional description.

4 Order Category

Order O

5 Transaction Type Code

Order O

7 Order Workflow

ITGR-Flow-US Domestic M Header level Workflow to be used for this Transaction Type.

8 Effective Dates

08-JUN-1991 M Enter Effective dates.

9 Default Transaction Phase

O

< Main > TabSr. No


Remarks

Document

1 Agreement Type O Optionally attach the Agreement Type.

2 Agreement Required

Un Check the Checkbox O If at all Agreement is required.

3 Purchase Order Required

Check the Checkbox O If and only PO is required for the Sales Order using this Transaction Type.

4 Default Return Line Type

O Optionally attach Default Return Line Type.

5 Default Order Line Type

STANDARD ORDER LINE O Optionally attach Default Order Line Type used with this Transaction Type.

Pricing

1 Enforce Price List

Un Check the Checkbox O If this Transaction Type should enforce the Price List attached.



196

2 Price List O Optionally attach Price List which gets defaulted in the Sales Order.

3 Minimum Margin Percent

O Specify the % of Minimum Margin.

Credit Check Rule

At what level Credit check should be done for a Sales Order.

1 Ordering DEFAULT O Credit Check should be done at Order Level.

2 Picking/Purchase Release

O While Picking or Purchase Release.

3 Packing O While Packing the Material.

4 Shipping O While Shipping Material.

< Shipping > TabSr. No


Remarks

1 Warehouse ITGR IO Integra RDC O Assign the Default Warehouse.

2 Shipping Priority

Standard Priority O Optionally give Shipping Priority.

3 FOB Origin O Optionally give the Freight On Board.

4 Demand Class O Optionally attach Demand Class.

5 Inspection Required

Check the Checkbox O If and only Inspection Required.

6 Shipping Method

FX-Parcel-2nd Day Air O Optionally attached Shipping Method.

7 Freight Terms Prepay & Add O Optionally attached the Freight Terms.

8 Shipping Source Type

O Optionally give the Shipping source.

9 Scheduling Level

Allow all Scheduling actions

O Optionally specify at what level Scheduling actions are allowed.

10 Auto schedule Un Check the Checkbox O For automatic scheduling.

< Finance > TabSr. No


Remarks

Rule

1 Invoice Rule O Optionally attach a Invoice rule.

2 Accounting Rule

O Optionally attach a Accounting rule.

Source

1 Invoice Source OM Invoices O Optionally attach a Invoice Source.



197

2 Non Delivery Invoice Source

O Optionally attach a Non Delivery Invoice Source.

Credit Method For

1 Invoices with Rule

O Optionally give what type of Rule should be Invoices based.

2 Split Term Invoices

O Optionally give on what basis Invoices should be Split per Term.

3 Receivables Transaction Type

ILS Stnd Sales Order O Optionally attach a Receivables Transaction Type.

4 Cost of Goods Sold Account

O Specify the account name.

5 Conversion Type

O Specify the Conversion Type.

6 Tax Event INVOICING O Optionally specify the Tax Even.

7 Currency O Optionally specify the Currency.

< Assign Line Flows >



198

37 Credit Check Rules

Navigation: Order Management > Setup>Credit >Define Credit Check RulesDescription: rule that defines the components used to calculate a customer’s outstanding credit balance. Components include open receivables, uninvoiced orders, and orders on hold. You can include or exclude components in the equation to derive credit balances consistent with your company’s credit policies.

Sr. No


Remarks

1 Rule DEFAULT M Credit Check Rule

2 Effective Dates

M Effective Dates

< Options Tab>Sr. No


Remarks

1 Credit Check Level

Sale Order Line M Credit Check Level

.2 Credit Hold Level

Sales Order O Credit Hold Level

3 Override Manual Release

Uncheck the Check box Enable if Manual Release is to be overrided

4 Days to Honor Manual Release

O Number of Days to Honor Manual Release

5 Conversion Type

Corporate M Conversion Type

6 Check Item Categorise

Uncheck the Check box Enable if Item Categories are to be checked

7 Send Hold Notifications

Uncheck the Check box Enable if Hold Notifications are to be sent

< Exposure Tab >Sr. No


Remarks

4.1 Use Pre Calculated Exposure

Check the Checkbox Enable if Pre Calculated Exposure is to be used

4.2 Include external Credit Exposure

Uncheck the Check box Enable if External Credit Exposure is to be included

4.3 Include Open Receivables Balance

Check the Checkbox Enable if Open Receivables Balance is to be included

4.4 Include Payments at Risk

Check the Checkbox Enable if Payments at Risk is to be included

4.5 Open O Number of Open Receivables Days



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Receivables Days

4.6 Include Uninvoiced Orders

Check the Checkbox Enable if Uninvoiced Orders are to be included

4.7 Include Freight and Special Charges

Uncheck the Check box Enable if Freight and Special Charges are to be included

4.8 Include Tax Uncheck the Check box Enable if Tax is to be included

4.9 Include Order on Hold

Check the Checkbox Enable if Orders on hold are to be included

4.10 Schedule shipping Horizon Days

O Number of Schedule Shipping Horizon Days

4.11 Max Payments Past Due

120 O Number of Max Payments Past Due



200

Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date

Closed Issues

ID Issue Resolution Responsibility Target Date



201

Appendix



202

Date post:	17-Oct-2014
Category:	Documents
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