Setup of Transaction Types(Order Type) in Order Management Oracle APPS R12

Steps:

1. Creating a Line Transaction Type and validate Workflow

2. Creating an Order Transaction Type

3. Assigning Line flows to Order Transaction Type and validate Workflow

4. Creating a Document Sequence and check Document Categories

5. Assigning Document Sequence to the Order Transaction Type

Creating a Line Transaction Type:

Navigate to Order Management Super User Responsibility -> Setup -> Transaction Types -> Define. Transaction Types

window opens.

Select the Operating unit. Type the Transaction Type and Description.

Select Sales Document Type as Sales Order.

Select Order Category as Order. If you are creating a transaction type for Return, select Order Category as Return.

Select Transaction Type Code as Line.

Save the Record.

Creating an Order Transaction Type:

Navigate to Order Management Super User Responsibility -> Setup -> Transaction Types -> Define. Transaction Types

window opens.

Select the Operating unit. Type the Transaction Type and Description.

Select Sales Document Type as Sales Order.

Select Order Category as Mixed.

Select Transaction Type Code as Order. Fulfillment Flow as Order Flow-Generic

In the Main tab, select the Default Order Line Type. You can also select the price list which you want to default while

creating the order.

In the Shipping tab, select the Shipping Methods and Freight Terms.

In the Finance tab, select the Accounting Rule, Invoice Source, etc

Save the Record.

Assigning Line flows to Order Transaction Type:

Click Assign Work Flow Button in the Transaction Types window. Line Workflow Assignment window opens, Select the

Line Type and Process Name and Click OK.

Creating a Document Sequence:

Navigate to Order Management Super User Responsibility -> Setup-> Documents -> Define. Document Sequences

window opens.

Enter the Name, Application Name as Order Management, Date, Type as Automatic, Initial Value (It can be of any value

you want to start from)

Save the Record.

Assigning Document Sequence to the Order Transaction Type:

Navigate to Order Management Super User Responsibility -> Setup-> Documents-> Assign. Sequence Assignment

window opens.

In the Document tab, enter the Application Name as Order Management, Order Category created and Ledger.

In the Assignment tab, enter the Application Name as Order Management, Order Category created and Sequence Created.

Save the Record.

Now you can check this by creating a Sales Order.

If you select the Order Type, you can see that the Price List is defaulted in the Main tab and Payment Terms, Shipping

Method and Freight Terms in the Others tab. Same way you can default many fields by selecting the same while creating

the Transaction Type

Also, you can see the Order Number as 1000 (which we have set as Initial Value while creating the Document Sequence).

Also, in the Line tab you can see the Line Type corresponding to Order Type is defaulted.