Transaction Type Definition(OM Setups)

·        Transaction Types / Order types are used to associate workflows for various phases of sales document processing.

·         Transaction Types can be used to create various order types like Standard Order, Return etc., and associate them to various sales document types like Quotes, Sales Agreement etc.

·         Transaction Types have to defined for each operating unit.

Order type details are stored in the following table:

         select * from apps.oe_transaction_types_tl

         where transaction_type_id=oe_order_headers_all.order_type_id

·         In the Operating Unit field on the header, select an operating unit from the list of values.

·         If Multi-Org Access Control is enabled, Transaction Types can be managed across all Operating Units accessible to you via your MO:Security Profile

·         In the Sales Document Type, select Sales Order or Sales Agreement.

·         In the Order Category field, select a category from the list of values. For Order Types, you can specify a value of Order, Return, or Mixed. For Line Types you can specify Order or Return.

·         When an order type is assigned to an order, the category determines whether both order and return lines can go on the order. A category of Mixed enables an order to have both kinds of lines i.e. outbound and inbound.

·         In the Default Order Line Type field, select an order line type from the list of values.

·         In the Price List field select a price list from the list of values to serve as a defaulting source. The list of values displays global price lists and price lists defined for the Operating Unit selected.

·         On the Main Tab in the Credit Check Rule Region:

In the Ordering field, select an ordering credit check rule from the list of values. This field is optional.

·         Warehouses are synonymous with inventory organizations in Oracle Manufacturing.

·         Select the appropriate Shipping Method from the list of values.

·         The Shipment Priority field gets its values from Quick Codes.

·         Freight Terms are defined using Order Management Quick Codes.

·         Select the Scheduling Level for the Transaction Type.

·         In the Source Region on the Finance tab, within the Invoice Source field, select a Source from the list of values.

·         Select the receivables transaction that you would want to be created when data is interface to Account Receivables.

·         Select the COGS account from the list of values

·         Select the Tax Event from the LOV. To specify when the tax would be calculated for the sales order line.

                     ·         Assign Line Transaction Types to the Order Transaction Type.

                     ·         Combination of the OrderType, LineType, ItemType and Process Name determine the line Workflow