Aps Om BR100

BR.
100A ORDER MANAGEMENT APPLICATION SETUP GE APS Order Management - Setups

Author: Creation Date: Last Updated: Document Ref: Version: 2.0 Dean Christofolis April 29, 2003 April 29, 2003
Approvals: Michael Decker
Copy Number _____
BR.100A Order Management Application Setups
Doc Ref:
Document Control
Change Record
4
Date 11-FEB-03 29-APR-03
Author Dean Christofolis Dean Christofolis
Version 1.0 2.0
Change Reference No previous document Updates for change requests
Reviewers
Name Mike Decker Position GE
Distribution
Copy No. 1 2 3 4 Name Library Master Location Project Library Project Manager
Note To Holders: If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
Order Management File Ref: 154208610.doc
02-OM: Define Profile Options
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Doc Ref:
Contents
Document Control......................................................................................................................ii Introduction.................................................................................................................................5 Application Setup Control Sheet Oracle Order Management................................................6 01-OM: Define Additional Detail Information Descriptive Flexfield.......................................8 02-OM: Define Profile Options................................................................................................14 03-OM: Enable Parameters......................................................................................................17 04-OM: Define Quickcodes......................................................................................................18 05-OM: Define Order Import Sources......................................................................................20 06-OM: Define Pricing Formulas.............................................................................................21 07-OM: Define Price Lists........................................................................................................22 08-OM: Define Discounts.........................................................................................................23 09-OM: Define Document Sets................................................................................................25 10-OM: Release Sequence Rules..............................................................................................26 11-OM: Pick Slip Grouping Rule.............................................................................................27 12-OM: Define Release Rules..................................................................................................28 13-OM: Shipping Parameters...................................................................................................31 14-OM: Document Categories (BOL and Pack Slip)...............................................................33 15-OM: Define Pricing Agreements........................................................................................35 16-OM: Define Credit Check Rules.........................................................................................37 17-OM: Define Transaction Types...........................................................................................39 18-OM: Define Document Sequences......................................................................................53 19-OM: Assign Document Sequences......................................................................................54 20 OM: Define Attachment Document Categories..................................................................55
Order Management File Ref: 154208610.doc 02-OM: Define Profile Options 14 of 87
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21 OM: Define Attachment Documents...................................................................................56 22-OM: Define Holds...............................................................................................................58 23-OM: Define Shipping Tolerances.......................................................................................60 24-OM: Choose Shipping Printers...........................................................................................61 25-OM: Security Rules.............................................................................................................62 26-OM: Defaulting Rules.........................................................................................................63 27-OM: Activate scheduling....................................................................................................65 28-OM: Activate pricing..........................................................................................................67 29-OM: Activate workflow viewing.........................................................................................68 30-OM: Create custom workflows ...........................................................................................69 31-OM: Registering executables..............................................................................................70 32-OM: Registering concurrent programs...............................................................................71 33-OM: Request Groups...........................................................................................................73 34-OM: Alerts...........................................................................................................................74 35-Setups for Revenue Recognition Hold (Support Title Transfer Reqs)...............................75 36-Setups for Sales Region and Territory Reporting...............................................................82 Open and Closed Issues for this Deliverable............................................................................91 Open Issues........................................................................................................................91 Closed Issues......................................................................................................................91
Order Management File Ref: 154208610.doc
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Introduction
This document only identifies the changes to the setups needed for the APS implementation. Its focus is on the setups of the Oracle Order Management system that were made between August 1, 2002 and April 29, 2003 in sections outlined in the document OM.BR.100.doc v4.1. This setup is based on a multi-operating unit approach.. The operating units currently defined are: OU_AEP_US_HOU_CF This is the customer facing operating unit OU_AEP_US_HOU_MFG This is the manufacturing operating unit OU_APS_US_HOU APS Organization. OU HUN_HUF Hungary Organization
Some setups in Order management are specific to an operating unit. For these setups, the naming convention will be: The naming convention for all other setups will be: AEP_HOU_XXXXXXXXXXXXXXXX For setups not specific to an operating unit entered by AEP APS_HOU_XXXXXXXXXXXXXXXX For setups not specific to an operating unit entered by APS AEP_HOU_CF_XXXXXXXXXXXXXXXX For the customer facing operating unit AEP_HOU_MFG_XXXXXXXXXXXXXXX For the manufacturing operating unit APS_HOU_XXXXXXXXXXXXXXX For the APS operating unit HUN_HUF_XXXXXXXXXXXXXXX For the Hungary operating unit
There may be other specific setups that require a variation of the naming convention. These will be noted in the setup.
Note: The values displayed in this document are those that have been added specifically for the Houston APS implementation unless otherwise indicated.
File Ref: 154208610.doc
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Doc Ref:
Application Setup Control Sheet Oracle Order Management

Workflow SubWorkflow Name Order Management Setup Descriptive Flexfields OM: Define Descriptive Flexfields OM: Define Profile Options OM: Enable Parameters OM: Define Quickcodes OM: Create Document Sequences OM: Create Documents OM: Assign Document Categories OM: Assign Document Sequences OM: Define Order Import Sources OM: Create Pricing Formulas OM: Create Price Lists OM: Create Discounts OM: Define Release Rules Form OM: Define Price Agreements OM: Define Transaction Types OM: Define Holds OM: Assign Shipping 02-OM: Define Profile Options 14 of 87 Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
Profile Options Parameters Quickcodes Create Document Sequences
Documents Document Categories
Assign Document Sequences
Order Import Sources
Pricing Formulas Price Lists Discounts Release Rules Form
Price Agreements Transaction Types Holds Shipping Tolerances
BR.100A Order Management Application Setups Workflow SubWorkflow Name Setup Task Responsibility Due Date QA Responsibility
Doc Ref: QA Due Date Signature Approval
Tolerances Shipping Printers Document Sets OM: Choose Shipping Printers OM: Create Document Sets
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01-OM: Define Additional Detail Information Descriptive Flexfield Order Management>Setup>Shipping>Flexfields>Descriptive>Segments Descriptive Flexfield Segments
GEPS APS Process: Order Management Set Up
Control Number: Business Area: Date:
GE APS
Priority (H, M, L):
April 29, 2003

Process Owner:
Description: Use this form to define Descriptive Flexfields Created Order Header Descriptive Flexfields to identify: Project Number.
Application Oracle Order Management Title Additional Header Information Freeze Flexfield Definition? Yes Segment Separator Period (.)
Continued
Prompt Additional Header Information Default Value Reference Field Value Required? Override Allowed?
Continued
Code APS Name APS Description APS Data Element Context Enabled? Yes
Segments
Number 1 Name Project Number Window Prompt Project Number Column ATTRIBUTE3 Value Set APS_PROJECT_NU MBER Displayed? Yes Enabled? Yes
Segment Project Number

Description Default Type Default Value Required Security Enabled Range
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Display Size
Description Size
Concatenated Description Size
List of Values
Window
Order Management>Setup>Shipping>Flexfields>Descriptive>Segments: Define Value Sets
Order Management>Setup>Shipping>Flexfields>Validation>Sets
GE APS
Priority(H, M, L):
April 29, 2003

Process Owner:
<Value Set>
Value Set Name Description Security Available APS_PROJECT_NUMBER APS_PROJECT_NUMBER No Security Enable List Type List of Values
<Format Validation>
Format Type Char Maximum Size 15 Numbers Only (0-9) Disabled Uppercase Only (A-Z) Enabled Right-Justify and Zero-Fill Numbers (0001) Disabled Minimum Value Maximum Value
<Value Validation>
Validation Type Table
<Table Info>
Effective
Table Application Table Name Columns Type Size Where/Order by Additional Columns
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Doc Ref:
Oracle Projects
PA_PROJECTS_ALL
SEGMENT1
Varchar2
25
where org_id in (142) Note: This is the org ID for APS Houston. Need to add additional ids for NO and ND.
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Modified Order Line Descriptive Flexfield to identify: TAX Code info. to support custom Vertax extension.
Application Oracle Order Management Title Additional Line Attribute Information Freeze Flexfield Definition? Yes Segment Separator Period (.)
Continued
Prompt Context Value Default Value Reference Field ORDER.ORDER_TYPE Value Required? Override Allowed?
Continued Note: APS Will not be using this since they do not have Non-Parts Sales.
Code Global Data Elements Name Global Data Elements Description Global Data Element Context Enabled? Yes
Segments
Number 10 Name PS_OM_TAX_CATE GORY_CODE Window Prompt Tax Category Code Column ATTRIBUTE1 Value Set PS_AR_TAX_CATEG ORY_CODE Displayed? Yes Enabled? Yes
Segment PS_OM_TAX_CATEGORY_CODE
Display Size
Description Size
List of Values
Window
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Doc Ref:
GE APS
Priority(H, M, L):
April 29, 2003

Process Owner:
<Value Set>
Value Set Name Description Security Available PS_AR_TAX_CATEGORY_CODE Tax Category Code for use in determination of tax No Security Enable List Type List of Values
<Format Validation>
Format Type Maximum Size 5 Numbers Only (0-9) Uppercase Only (A-Z) Disabled Right-Justify and Zero-Fill Numbers (0001) Disabled Minimum Value Maximum Value
Char
Disabled
<Value Validation>
Validation Type Independent
<Values> PS_AR_TAX_CATEGORY_CODE
Value Translated Value Description Enabled From To Parent Group Level Qualifiers
1002 1901 1921 2102 2202
1002 Repair Parts - Sep (P) 1901 Engine Rental (R) 1921 Real Property Lease 2102 FRT - FOB Origin (F) 2202 FRT - FOB Dest (F)
Y Y Y Y Y 02-OM: Define Profile Options 14 of 87
BR.100A Order Management Application Setups Translated Value 2302 2503 3103 3203 3303 3403 4103 4203 4303 4403 4503 5103 5203 6103 6203 7202 8102 8112 8403 9103 9212 9402 9992
Doc Ref:
Value
Description
Enabled Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y
From
To
Parent
Group
Level
Qualifiers
2302 FRT - Handling Fee (F) 2503 Restocking Fee (S) 3103 Installation TPP - Lump (S) 3203 Installation TPP Sep (S) 3303 Installation RP - Lump (S) 3403 Installation RP - Sep (S) 4103 Repair Labour TPP - Sep (S) 4203 Repair Labour TPP - Lump (S) 4303 Repair Labour RP - Sep (S) 4403 Repair Labour RP - Lump (S) 4503 Inspection 5103 Maint. Agreement - RP (S) 5203 Maint. Agreement - TPP (S) 6103 Professional Services (S) 6203 Training (S) 7202 Cash Discounts (M) 8102 Canned Software (P) 8112 Custom Software (P) 8403 Modification Changes (S) 9103 Travel & Living (S) 9212 Finance Charges (M) 9402 Fuel (P) 9992 Non-Taxable
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02-OM: Define Profile Options Sysadmin>Profiles>System Personal Profile Values

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define site, application and responsibility profile settings.
Profile Name Site Application: Oracle Order Management Responsibility: OM Super User (APS_HOU) PS Responsibility: PS OM Pricing Administrator (APS_HOU)
OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM: OM:
Add Customer Administer Public Queries Apply Automatic Attachments Auto Push Group Date Autoschedule Charging Privilege Commitment Sequencing Context Responsibility for Upgraded Orders Credit Card Privileges Credit Memo Transaction Type Credit Salesperson for Freight on Sales Cust Item Shows Matches Customer Relationships Deactivate Pricing at Scheduling Debug Level Debug Log Directory Default Order Type Discounting Privileges E-Mail Required on New Customers Employee for Self-Service Orders Estimated Authorization Validity Period GSA Disount Violation Action Included Item Freeze Method Invoice Numbering Method Invoice Source Invoice Transaction Type Item Flexfield
None No Yes
None
Unlimited No None No No
Full No 21 Booking Automatic ORDER ENTRY Invoice System Items
Full
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BR.100A Order Management Application Setups Profile Name Site Application: Oracle Order Management
Doc Ref: Responsibility: OM Super User (APS_HOU) PS Responsibility: PS OM Pricing Administrator (APS_HOU)
OM: Item View Method OM: Level of Credit Checking OM: Manual Linegroup Adjustment Exists OM: Negative Pricing OM: Non-Delivery Invoice Source OM: Notification Approver OM: Orders Purge Per Commit OM: Over Return Tolerance OM: Over Shipment Tolerance OM: Over Shipment Invoice Basis OM: Party Totals Currency OM: Payment Method for Credit Card Transactions OM: Preinsert Manual Adjustments OM: Reservation Time Fence OM: Return Item Mismatch Action OM: Return Unfulfilled Referenced Line Action OM: Risk Factor Threshold for Electronic Payments OM: Schedule Lines on Hold OM: Sales Order Form: Cascade Header Changes to Line OM: Show Discount Details on Invoice OM: Show Line Details OM: Source Code OM: Source Code2 OM: Under Return Tolerance OM: Under Shipment Tolerance OM: Use Configurator OM: Unit Price Precision Type QP: Item Validation Organization INV: Allow Expense to Asset Transfer Flexfields:Validate On Server MO: Operating Unit GL Set of Books Name
ORDER No
100 0 0 Invoice Shipped Quantity US dollar No Warning Warning 50 Ask Me No ORDER ENTRY ORDER ENTRY
Yes IX Hungary Validation Org Yes Standard Standard IO Houston Validation IO Houston Validation Org Org No No No OU_APS_US_HOU OU_APS_US_HOU GBL_USD GBL_USD
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03-OM: Enable Parameters Order Management>Setup>Parameters Parameters

GE APS Process: Order Management Set Up
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Parameters.
Note: This needs to be setup for each OM Operating Unit

Parameters for Customer Facing Operating Unit
Operating Unit OU_APS_US_HOU Item Validation Organization IO Houston APS Mfg Customer Relationships Related Customers
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04-OM: Define Quickcodes Order Management>SetUp>Quickcodes>Order Management or Accounts Receivable Oracle Order Management Lookups
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Lookup Quickcodes
Note: All operating units use this setup

Note: All of these codes were initially setup for the Hungary implementation. These codes have been identified for APS Houston
Type CREDIT_MEMO_REA SON CREDIT_MEMO_REA SON CREDIT_MEMO_REA SON CREDIT_MEMO_REA SON CREDIT_MEMO_REA SON CREDIT_MEMO_REA SON CREDIT_MEMO_REA SON WSH_MODE_OF_TR ANSPORT User Name Credit Memo Reason Credit Memo Reason Credit Memo Reason Credit Memo Reason Credit Memo Reason Credit Memo Reason Credit Memo Reason Modes of Transport Access Level User User User User User User User Code DEPOTREP FSREP PARTSCORE PARTSREPAIR 2BIN KITRETURN ASSTMGMNT Meaning Depot Repair Field Service Repair Parts Core Parts Repair 2BIN Kit Return Asset Management Staging CUSTOMER ASSIGNED Description Depot Repair Field Service Repair Parts Core Parts Repair 2BIN Kit Return Asset Management Staging Start Date End Date Enabled Yes Yes Yes Yes Yes Yes Yes
User
CUSTOMER ASSIGNED
CUSTOMER ASSIGNED
01JAN1950
Yes
FOB FOB FOB FOB FOB File Ref: 154208610.doc
FOB FOB FOB FOB FOB CFR CIF CIP CPT Cost and Freight Cost, Insurance, and Freight Carriage and Insurance paid to Carriage paid to 02-OM: Define Profile Options 14 of 87
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Type FOB FOB FOB FOB FOB FOB FOB
User Name FOB FOB FOB FOB FOB FOB FOB
Access Level
Code DAF DDP DDU DDU ST. NAZAIRE DEQ DES EXW
Meaning Delivery at Frontier Delivered duty paid (the Seller must clear the goods for import) Delivered duty unpaid (the Buyer must clear the goods for import) DELIVERY DUTY Delivered ex quay (the Seller must clear the goods for import) Delivered ex ship (the Buyer must clear the goods for improt) Ex Works (Seller has minimum risk, only makes goods available at his premises Free alongside ship (Buyer has primary resp for clearing goods for export) FREE ALONGSIDE Free carrier (Seller has primary resp for clearing goods for export) Free on board (Seller has primary resp for clearing goods for export) POINT OF ORGIN POINT OF SHIPMENT
Description
Start Date
End Date
Enabled
FOB
FOB
FAS
FOB FOB
FOB FOB
FAS PORT OF HOUSTON FCA
FOB
FOB
FOB
FOB FOB
FOB FOB
POINT OF ORGIN POINT OF SHIPMENT
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05-OM: Define Order Import Sources Order Management>Setup>Orders>Import Sources Order Import Sources
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Order Import Sources

Order Import Source CONVORDERS Description Conversion Orders Enabled? Yes
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Doc Ref:
06-OM: Define Pricing Formulas Order Management>Pricing>Pricing Formulas>Formulas Setup Documents

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Pricing Formulas.
Note: All operating units use this setup Note: No specific requirement defined by GE APS
Name Description Effective Dates Formula
Continued
Formula Type Pricing Attribute Context Pricing Attribute Component Step
Factors
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07-OM: Define Price Lists Order Management>Pricing>Price Lists>Price Lists Setup Price Lists
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Price Lists. Initially, all items will be assigned a 0 value and overridden at order entry time.
Note: All operating units use this setup. However, a specific price list will be setup for each operating unit. The naming convention will include the currency at the end of the price list name
Important Note: After the price list is defined, run the Build Sourcing Rules concurrent request with a Pricing Manager responsibility. Price Lists
Name APS_HOU_USD APS_HOU_INTERNAL_USD APS_HOU_CF6/RSP_USD Description APS APS Houston Internal Sales - 20% off list price APS Houston NonDiscountable parts for external sale. Currency USD USD USD Round To -2 -2 -2 Effective Dates 01-JAN-1950 01-JAN-1950 01-JAN-1950 Payment Terms Freight Terms Freight Carriers Comments
Details APS_HOU_USD (~30k lines converted)
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08-OM: Define Discounts Order Management>Pricing>Modifiers Define Modifier

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Price Discounts.
Note: All operating units use this setup. All operating units will be able to use the same discount setup below. The naming convention will include the currency at the end of the discount name
Modifiers Summary
Modifier No APS_HOU_USD APS_VOUCHER Level Line/Order Line/Order Modifier Type Discount/Surcharge Discount/Surcharge Start Date End Date
Discount/Surcharge
Modifier No APS APS_VOUCHER Level Line/Order Line/Order Modifier Type Discount List Discount List Start Date End Date
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Details - APS_HOU_USD
Level Modifier Type Start Date End Date Print On Invoice Yes Yes Yes Yes Yes Yes Override Yes Yes Yes Yes Yes Yes Pricing Phase Charge Name Application Method Value
Line Line Line Line
Discount Discount Surcharge Surcharge
List Line Adjustment List Line Adjustment List Line Adjustment List Line Adjustment Header Level Adjustments Header Level Adjustments
Percent Lumpsum
0 0
New Price 0 Lumpsum Percent Percent

0 0 0
Order Discount Order Surcharge
Details - APS_VOUCHER
Level Modifier Type Start Date End Date Print On Invoice Yes Yes Yes Yes Override Yes Yes Yes Yes Pricing Phase Charge Name Application Method Value
Line Line
Discount Surcharge
List Line Adjustment List Line Adjustment Header Level Adjustments Header Level Adjustments
Percent
New Price 0 Percent Percent

0 0
Order Discount Order Surcharge
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Doc Ref:
09-OM: Define Document Sets Order Management >Setup>Shipping>Documents>Document Sets

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Shipping Document Sets.

Document Set APS_HOU_SHIP Description APS_HOU_SHIP Usage Ship Confirm From 22-AUG-2002 To Printing Method Parallel
Continued
Seq 10 20 30 40 Application Oracle Shipping Oracle Shipping Oracle Shipping Oracle Shipping Report Name Packing Slip Report Commercial Invoice Bill of Lading Mailing Label Description Packing Slip Report Commercial Invoice Bill of Lading Mailing Label
Document Set APS_HOU_PICK
Description APS_HOU_PICK
Usage Pick Release
From 22-AUG-2002
To
Printing Method Parallel
Continued
Seq 10 20 Application Oracle Shipping Oracle Shipping Report Name Pick Slip Report Shipping Exceptions Report Description Pick Slip Report Shipping Exceptions Report
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Doc Ref:
10-OM: Release Sequence Rules Order Management >Shipping>Setup>Picking>Define Release Sequence Rules
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to Define Release Sequence Rules.
Rule APS_HOU_PICKING_RULE Release Priority
Description APS_HOU_PICKING_RULE
From
To
Priority Order Outstanding Invoice Value Schedule Date Departure Date Shipment Priority 1
Sort Ascending
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Doc Ref:
11-OM: Pick Slip Grouping Rule Order Management >Shipping>Setup>Picking>Pick Slip Grouping Rule
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Pick Slip Grouping Rules.

Pick Methodology User Defined Group by Order Number Subinventory Customer Ship To Carrier Trip Stop Delivery Shipment Priority Item Locator Lot Revision Yes Yes Yes Rule Name APS_HOU_ORDER BY ORDER Description APS_HOU_ORDER BY ORDER From To
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Doc Ref:
12-OM: Define Release Rules Order Management>Setup>Shipping>Picking>Define Release Rules Form

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Release Rules.
Note: All operating units use this setup Note: Pick Slip Group Rule and Release Sequence Rule must be setup prior to this setup
Rule
Effective: From Effective: To Release Criteria
C01-WMS Rule
19-DEC-2002
Tab = Order
Order Type Orders Order Number Ship Set Customer Ship-To Item Prior Reservations Only Scheduled Ship Dates From All
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BR.100A Order Management Application Setups To Requested Date From To
Doc Ref:
Tab = Shipping
Ship Method Shipment Priority Ship From Release Sequence Rule Include Planned Lines Autocreate Deliveries Document Set Yes APS_HOU_PICK APS_HOU_PICKING_RULE
Tab = Inventory
Warehouse Pick Slip Grouping Rule Project Auto Allocate Task Auto Pick Confirm Pick From Subinventory Locator Default Stage Subinventory Shipping No Yes C01 APS_HOU_ORDER BY ORDER
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BR.100A Order Management Application Setups Locator S.T.A.GE..
Doc Ref:
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13-OM: Shipping Parameters Order Management >Shipping>Setup>Shipping Parameters

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Shipping Parameters. General

Weight UOM Class Voume UOM Class Percent Fill Basis Secondary Export Country Screening Auto Select Carrier WEIGHT VOLUME Weight US
Pick Release
Release Sequence Rule Pick Slip Grouping Rule Print Pick Slip Default Pick Release Document Set Autocreate Delivery Criteria Default Stage Subinventory Default Stage Subinventory Number of Pick Slip Lines Auto Allocate Autocreate Deliveries Enforce Ship Sets and Ship Models Yes Yes Yes 02-OM: Define Profile Options 14 of 87 APS_HOU_PICKING_RULE APS_HOU_ORDER BY ORDER At the End APS_HOU_PICK Within an Order Shipping S.T.A.GE..
Doc Ref:
General
Weight UOM Class WEIGHT
Shipping Transactions
Default Delivery Document Set Weight / Volume Calculation Enforce Packing in Containers Container Inventory Control Goods Dispatched Account Freight Class Category Set Commodity Code Category Set Enforce Ship Method Allow Future Ship Date Defer Interface Yes Yes APS_HOU_SHIP Manual No Optional 100144-051002003-0-0-SV300-00-0
Delivery Grouping
Ship From Location Ship-To Location Customer Freight Terms FOB Codes Intermediate Ship To Location Ship Method Yes Yes Yes
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14-OM: Document Categories (BOL and Pack Slip) Order Management >Shipping>Setup>Documents>Document Categories
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define BOL and Pack Slip Document Categories.
Category Name APS_HOU_BILL_OF_LADING Category Includes Document Types Locations Sequence Prefix Suffix Delimiter Default Appearance HOU-1 HOU One-Customer Orders One- TXUS200 Description APS_HOU_BILL_OF_LADING Document Bill of Lading Enabled Yes
Category Name APS_HOU_PACK_SLIP Category Includes Document Types Locations Sequence Prefix File Ref: 154208610.doc
Description APS_HOU_PACK_SLIP
Document Packing Slip
Enabled Yes
O One- TXUS200
HOU 02-OM: Define Profile Options 14 of 87
Doc Ref:
Category Name APS_HOU_PACK_SLIP Category Includes Suffix Delimiter Default Appearance
Description APS_HOU_PACK_SLIP
Document Packing Slip
Enabled Yes
HOU-1
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Doc Ref:
15-OM: Define Pricing Agreements Order Management>Pricing>Pricing Agreements Pricing Agreements

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Pricing Agreements.
Note: All operating units use this setup No specific requirement defined by GE APS
Agreement
Agreement Name Agreement Number, Revision Revision Date Revision Reason Customer
Continued
Customer Number Agreement Type Contact Effective Dates Sales Person
Continued
Purchase Order Signature Date Customer Item Address Address Category
Continued
Product Value UOM Primary UOM Line Type Price Break Type
Continued
Application Method Value Start Date End Date Comments
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BR.100A Order Management Application Setups Application Method Value Start Date End Date Comments
Doc Ref:
Continued
Revision Revision Reason Revision Date
Pricing Attributes
Product Context Product Attribute Product Value Pricing Context Pricing Attribute
Continued
Operator Value From Value To
Pricing
Price List Currency Rounding Factor Description Freight Carrier Freight Terms Comments
Payment
Payment Terms Invoice To Address Invoice Contact
Continued
Accounting Rule Invoicing Rule Account Rule Override Flag? Invoicing Rule Override Flag?
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16-OM: Define Credit Check Rules Order Management>Setup>Credit>Define Credit Check Rules
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Rule
From Dates To Dates
CUSTOMER 22-AUG-2002
Options
Credit Check Level Credit Hold Level Override Manual Release Days to Honor Manual Release Conversion Type Check Item Categories Send Hold Notifications Corporate Sales Order SalesOrder No
Exposure
Use Pre-Calculated Exposure Include External Credit Exposure Include Open Receivables Balance Include Payments at Risk Open Receivables Days Yes Yes Yes
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Rule
Include Uninvoiced Orders Include Freight and Special Charges Include Tax Include Orders Currently on Hold Shipping Horizon Days Maximum Days Past Due
CUSTOMER Yes
Yes
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Doc Ref:
17-OM: Define Transaction Types Order Management>Setup>Transaction Types>Define Transaction Types

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Note: This needs to be setup for each OM Operating Unit
Note:
For the Customer Facing operating unit, additional inventory organizations have been setup to support selling from other than GE Inc. Each one of these inventory organizations will have corresponding transaction types matching the general types of CF order types. The format for the transaction order and line types names for these transaction types will be: AEP_YYY_CF_XXXXXXXXXXXXXXXX where YYY indicates the 3 character inventory organization identification and XXXXXXXXXXXXXXX indicates the transaction type specifics
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Doc Ref:
Setup for Operating Unit OU_APS_US_HOU Transaction Types

Transaction Type Description Start Date End Date Transaction Type Code Order Category Order Workflow APS_HOU_DEPOT_EXTERNA L_ORDER APS DEPOT ORDER 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_VALUEPACK_EXT RNAL_ORDR APS_Value_Pack 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_PARTS_ABV_ECH ELN_ORDER PARTS-Above Echelon 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_PARTS_PACKAGI NG_ORDER PARTS-Packaging 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_PARTS_EXTERNA L_ORDER PARTS-External 31-OCT-1950 ORDER Mixed Order Flow - Generic
Main tab
Agreement Type Default Return Line Type Default Order Line Type Agreement Required Purchase Order Required Price List Enforce List Prices Ordering Shipping Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_DEPOT_LINE APS_HOU_VALUEPACK_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_LINE Yes APS_HOU_USD Yes APS_HOU_USD Yes APS_HOU_USD CUSTOMER Yes APS_HOU_USD CUSTOMER Yes APS_HOU_USD CUSTOMER
Shipping tab
Warehouse Shipping method Shipment Priority Freight Terms FOB Shipping Source Type Demand Class Auto Schedule Inspection Required IO Houston APS Mfg IO Houston APS Mfg IO Houston APS Mfg IO Houston APS Mfg IO Houston APS Mfg
Prepay & Add Loading Dock
Finance tab
Invoicing Rule Accounting Rule Invoice Source Non Delivery Invoice Source Credit Method for Invoices with Rules Credit Method for Split Term Invoices Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type Arrears Invoice Immediate OM OM Arrears Invoice Immediate OM OM Arrears Invoice Immediate OM OM Arrears Invoice Immediate OM OM Arrears Invoice Immediate OM OM
DEPOT INVOICE 100144-510000000-0-V-SV3000-0-0 USD Corporate
VALUE PACK INVOICE 100144-510000000-0-V-SV3000-0-0 USD Corporate
IBS PARTS ABV ECHELN 100144-510000000-0-V-SV3000-0-0 USD Corporate
PARTS INVOICE 100144-510000000-0-V-SV3000-0-0 USD Corporate
PARTS INVOICE 100144-510000000-0-V-SV3000-0-0 USD Corporate
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Doc Ref:
Setup for Operating Unit OU_APS_US_HOU Transaction Types - Continued

Transaction Type Description Start Date End Date Transaction Type Code Order Category Order Workflow APS_HOU_PARTS_WITHN_D EPT_ORDER PARTS-Within Department 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_PARTS_WITHN_DI V_ORDER PARTS-Within Division 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_PARTS_WITHN_G RP_ORDER PARTS-Within Group 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_PARTS_OTHER_G E_ORDER PARTS-Other GE 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_FS_EXTERNAL_O RDER Field Service-External Order 31-OCT-1950 ORDER Mixed Order Flow - Generic
Main tab
Agreement Type Default Return Line Type Default Order Line Type Agreement Required Purchase Order Required Price List Enforce List Prices Ordering Shipping Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_LINE APS_HOU_FS_LINE Yes APS_HOU_USD CUSTOMER Yes APS_HOU_USD CUSTOMER Yes APS_HOU_USD CUSTOMER Yes APS_HOU_USD CUSTOMER Yes APS_HOU_USD
Shipping tab
Finance tab
IBS PARTS WITHIN DEP 100144-510000000-0-V-SV3000-0-0 USD Corporate
IBS PARTS WITHIN DIV 100144-510000000-0-V-SV3000-0-0 USD Corporate
IBS PARTS WITHIN GRP 100144-510000000-0-V-SV3000-0-0 USD Corporate
IBS PARTS OTHER 100144-510000000-0-V-SV3000-0-0 USD Corporate
FS INVOICE 100144-510000000-0-V-SV3000-0-0 USD Corporate
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Doc Ref:

Transaction Type Description Start Date End Date Transaction Type Code Order Category Order Workflow APS_HOU_FS_ABV_ECHELN _ORDER APS_HOU_FS_ABV_ECHELN _ORDER 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_FS_PACKAGING_ ORDER APS_HOU_FS_PACKAGING_ ORDER 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_FS_WTHN_DEPT_ ORDER APS_HOU_FS_WTHN_DEPT_ ORDER 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_FS_WTHN_DIV_O RDER APS_HOU_FS_WTHN_DIV_O RDER 31-OCT-1950 ORDER Mixed Order Flow - Generic APS_HOU_FS_WTHN_GRP_O RDER APS_HOU_FS_WTHN_GRP_O RDER 31-OCT-1950 ORDER Mixed Order Flow - Generic
Main tab
Agreement Type Default Return Line Type Default Order Line Type Agreement Required Purchase Order Required Price List Enforce List Prices Ordering Shipping Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions Standard Terms And Conditions APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE APS_HOU_FS_LINE APS_HOU_FS_LINE APS_HOU_FS_LINE APS_HOU_FS_LINE APS_HOU_FS_LINE Yes APS_HOU_USD Yes APS_HOU_USD Yes APS_HOU_USD Yes APS_HOU_USD Yes APS_HOU_USD
Shipping tab
Warehouse Shipping method Shipment Priority Freight Terms FOB Shipping Source Type Demand Class Auto Schedule Inspection Required IO Houston APS Mfg Prepay & Add Loading Dock IO Houston APS Mfg Prepay & Add Loading Dock IO Houston APS Mfg Prepay & Add Loading Dock IO Houston APS Mfg Prepay & Add Loading Dock IO Houston APS Mfg Prepay & Add Loading Dock
Finance tab
IBS FS ABV_ECHELON 100144-510000000-0-V-SV3000-0-0 USD Corporate
FS INVOICE 100144-510000000-0-V-SV3000-0-0 USD Corporate
IBS FS WITHIN DEPT 100144-510000000-0-V-SV3000-0-0 USD Corporate
IBS FS WITHIN DIV 100144-510000000-0-V-SV3000-0-0 USD Corporate
IIBS FS WITHIN GROUP 100144-510000000-0-V-SV3000-0-0 USD Corporate

Transaction Type APS_HOU_FS_OTHER_GE_O APS_HOU_DEPOT_LINE RDER APS_HOU_VALUEPACK_LINE APS_HOU_FS_LINE APS_HOU_PARTS_LINE 14 of 87 02-OM: Define Profile Options
BR.100A Order Management Application Setups Description Start Date End Date Transaction Type Code Order Category Order Workflow APS_HOU_FS_OTHER_GE_O APS_HOU_DEPOT_LINE RDER 31-OCT-1950 31-OCT-1950 ORDER Mixed Order Flow - Generic Standard Terms And Conditions APS_HOU_RETURN_LINE APS_HOU_FS_LINE Yes APS_HOU_USD CUSTOMER LINE Order VALUEPACK 31-OCT-1950 LINE Order
Doc Ref: FS LINE 31-OCT-1950 LINE Order PARTS 31-OCT-1950 LINE Order
Main tab
Agreement Type Default Return Line Type Default Order Line Type Agreement Required Purchase Order Required Price List Enforce List Prices Ordering Shipping
Shipping tab
Finance tab
Invoicing Rule Accounting Rule Invoice Source Non Delivery Invoice Source Credit Method for Invoices with Rules Credit Method for Split Term Invoices Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type Arrears Invoice Immediate OM OM
IBS PARTS OTHER 100144-510000000-0-V-SV3000-0-0 USD Corporate
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Doc Ref:

Transaction Type Description Start Date End Date Transaction Type Code Order Category Order Workflow APS_HOU_RETURN_LINE APS_HOU_RETURN_LINE 31-OCT-1950 LINE Return APS_HOU_PARTS_CORE_RE T_LINE APS_HOU_PARTS_CORE_RE T_LINE 31-OCT-1950 LINE Return APS_HOU_PARTS_REPAIR_ RET_LINE APS_HOU_PARTS_REPAIR_ RET_LINE 31-OCT-1950 LINE Return APS_HOU_PARTS_INV_ONLY _LINE PARTS- Invoice Only 31-OCT-1950 LINE Order
Main tab
Shipping tab
Warehouse Shipping method Shipment Priority Freight Terms FOB Shipping Source Type Demand Class Auto Schedule Inspection Required IO Houston APS Mfg IO Houston APS Mfg IO Houston APS Mfg IO Houston APS Mfg
Finance tab
Invoicing Rule Accounting Rule Invoice Source Non Delivery Invoice Source Credit Method for Invoices with Rules Credit Method for Split Term Invoices Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type
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Doc Ref:

Transaction Type Description Start Date End Date Transaction Type Code Order Category Order Workflow APS_HOU_PTS_KIT_SHIP_O NLY_LINE APS_HOU_PARTS_KIT_SHIP _ONLY_LINE 31-OCT-1950 LINE Order APS_HOU_PTS_KIT_RET_ON LY_LINE APS_HOU_PTS_KIT_RET_ON LY_LINE 31-OCT-1950 LINE Return APS_HOU_PARTS_CFM_REP AIR_LINE APS_HOU_PARTS_CFM_REP AIR_LINE 31-OCT-1950 LINE Return
Main tab
Shipping tab
Warehouse Shipping method Shipment Priority Freight Terms FOB Shipping Source Type Demand Class Auto Schedule Inspection Required IO Houston APS Mfg IO Houston APS Mfg IO Houston APS Mfg
Finance tab
Invoicing Rule Accounting Rule Invoice Source Non Delivery Invoice Source Credit Method for Invoices with Rules Credit Method for Split Term Invoices Receivables Transaction Type Cost of Goods Sold Account Currency Currency Conversion Type
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Doc Ref:
Assign line flows Setup for Operating Unit OU_APS_US_HOU Transaction Order Types
Order Type: APS_HOU_DEPOT_EXTERNAL_ORDER
Line type APS_HOU_RETURN_LINE APS_HOU_DEPOT_LINE Item type Process Name Line Flow Credit With Return Line Flow Generic Start date 30-SEP-2002 30-SEP-2002 End date
Order Type: APS_HOU_VALUEPACK_EXTRNAL_ORDR

Line type APS_HOU_VALUEPACK_LI NE APS_HOU_RETURN_LINE Item type Process Name Line Flow Generic Line Flow Credit With Return Start date 26-SEP-2002 30-SEP-2002 End date
Order Type: APS_HOU_PARTS_ABV_ECHELN_ORDER

Line type APS_HOU_RETURN_LINE APS_HOU_PARTS_CORE_ RET_LINE APS_HOU_PARTS_REPAIR _RET_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_INV_ON LY_LINE APS_HOU_PTS_KIT_SHIP_ ONLY_LINE APS_HOU_PTS_KIT_RET_O NLY_LINE APS_HOU_PARTS_CFM_RE PAIR_LINE Item type Process Name Line Flow Credit With Return Line Flow Credit With Return Line Flow Credit With Return Line Flow Generic Line Flow - Generic, Bill Only Line Flow - Generic, Ship Only Line Flow - Return for Credit with Receipt Line Flow - Return for Credit with Receipt Start date 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 End date
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Doc Ref:
Order Type: APS_HOU_PARTS_PACKAGING_ORDER Line type Item type APS_HOU_RETURN_LINE

APS_HOU_PARTS_CORE_ RET_LINE APS_HOU_PARTS_REPAIR _RET_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_INV_ON LY_LINE APS_HOU_PTS_KIT_SHIP_ ONLY_LINE APS_HOU_PTS_KIT_RET_O NLY_LINE APS_HOU_PARTS_CFM_RE PAIR_LINE
Process Name Line Flow Credit With Return Line Flow Credit With Return Line Flow Credit With Return Line Flow Generic Line Flow - Generic, Bill Only Line Flow - Generic, Ship Only Line Flow - Return for Credit with Receipt Line Flow - Return for Credit with Receipt
Start date 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002
End date
Order Type: APS_HOU_PARTS_EXTERNAL_ORDER Line type Item type APS_HOU_RETURN_LINE

End date
Order Type: APS_HOU_PARTS_WITHN_DEPT_ORDER

Line type APS_HOU_RETURN_LINE APS_HOU_PARTS_CORE_ RET_LINE
Item type
Process Name Line Flow Credit With Return Line Flow Credit With Return
Start date 28-SEP-2002 28-SEP-2002
End date
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Doc Ref:
APS_HOU_PARTS_REPAIR _RET_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_INV_ON LY_LINE APS_HOU_PTS_KIT_SHIP_ ONLY_LINE APS_HOU_PTS_KIT_RET_O NLY_LINE APS_HOU_PARTS_CFM_RE PAIR_LINE
Line Flow Credit With Return Line Flow Generic Line Flow - Generic, Bill Only Line Flow - Generic, Ship Only Line Flow - Return for Credit with Receipt Line Flow - Return for Credit with Receipt
28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002
Order Type: APS_HOU_PARTS_WITHN_GRP_ORDER Line type Item type APS_HOU_RETURN_LINE

End date
Order Type: APS_HOU_PARTS_OTHER_GE_ORDER Line type Item type APS_HOU_RETURN_LINE

APS_HOU_PARTS_CORE_ RET_LINE APS_HOU_PARTS_REPAIR _RET_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_INV_ON LY_LINE APS_HOU_PTS_KIT_SHIP_ ONLY_LINE
Process Name Line Flow Credit With Return Line Flow Credit With Return Line Flow Credit With Return Line Flow Generic Line Flow - Generic, Bill Only Line Flow - Generic, Ship Only
Start date 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002 28-SEP-2002
End date
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Doc Ref:
APS_HOU_PTS_KIT_RET_O NLY_LINE APS_HOU_PARTS_CFM_RE PAIR_LINE
Line Flow - Return for Credit with Receipt Line Flow - Return for Credit with Receipt
28-SEP-2002 28-SEP-2002
Order Type: APS_HOU_FS_EXTERNAL_ORDER

Order Type: APS_HOU_FS_ABV_ECHELN_ORDER

Line type APS_HOU_RETURN_LINE APS_HOU_PARTS_CORE_ RET_LINE APS_HOU_PARTS_REPAIR _RET_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_INV_ON LY_LINE APS_HOU_PTS_KIT_SHIP_ ONLY_LINE APS_HOU_PTS_KIT_RET_O NLY_LINE APS_HOU_PARTS_CFM_RE
Item type
Process Name Line Flow Credit With Return Line Flow Credit With Return Line Flow Credit With Return Line Flow Generic Line Flow - Generic, Bill Only Line Flow - Generic, Ship Only Line Flow - Return for Credit with Receipt Line Flow - Return for Credit
End date
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Doc Ref:
Line type PAIR_LINE
Item type
Process Name with Receipt
Start date
End date
Order Type: APS_HOU_FS_PACKAGING_ORDER

Order Type: APS_HOU_FS_WTHN_DEPT_ORDER

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Doc Ref:
Order Type: APS_HOU_FS_WTHN_DIV_ORDER

Order Type: APS_HOU_FS_WTHN_GRP_ORDER

Order Type: APS_HOU_FS_OTHER_GE_ORDER

File Ref: 154208610.doc 02-OM: Define Profile Options 14 of 87
Doc Ref:
Line type APS_HOU_RETURN_LINE APS_HOU_PARTS_CORE_ RET_LINE APS_HOU_PARTS_REPAIR _RET_LINE APS_HOU_PARTS_LINE APS_HOU_PARTS_INV_ON LY_LINE APS_HOU_PTS_KIT_SHIP_ ONLY_LINE APS_HOU_PTS_KIT_RET_O NLY_LINE APS_HOU_PARTS_CFM_RE PAIR_LINE
Item type
End date
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Doc Ref:
18-OM: Define Document Sequences Order Management>Setup>Shipping>Documents>Document Sequences Document Sequences

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Document Sequences.
Note: All operating units use this setup. However, the Name is used to determine the numbering of each operating unit transaction types (order types).
Name APS_HOU_DEPOT_ORDER APS_HOU_FS_ORDER APS_HOU_PARTS_ORDER APS_HOU_VALUEPACK_ORDER APS_HOU_BOL APS_HOU_PACK_SLIP Application Oracle Order Management Oracle Order Management Oracle Order Management Oracle Order Management Oracle Shipping Oracle Shipping From 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 To Type Automatic Automatic Automatic Automatic Automatic Automatic Message Enabled Enabled Enabled Enabled Enabled Enabled Initial Value 41000000 42000000 43000000 44000000 2000 3000
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Doc Ref:
19-OM: Assign Document Sequences Order Management>Setup>Shipping>Documents>Assign Sequences Sequence Assignments

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Sequence Assignments.
Note: All operating units use this setup. Important: Method must be set to Null
Application Category Set of Books Method Start Date Sequence APS_HOU_DEPOT_ORDER APS_HOU_VALUEPACK_ORDER APS_HOU_PARTS_ORDER APS_HOU_PARTS_ORDER APS_HOU_PARTS_ORDER APS_HOU_PARTS_ORDER APS_HOU_PARTS_ORDER APS_HOU_PARTS_ORDER APS_HOU_PARTS_ORDER APS_HOU_FS_ORDER APS_HOU_FS_ORDER APS_HOU_FS_ORDER APS_HOU_FS_ORDER APS_HOU_FS_ORDER APS_HOU_FS_ORDER APS_HOU_FS_ORDER APS_HOU_BOL APS_HOU_PACK_SLIP
Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order Oracle Order
Management Management Management Management Management Management Management Management Management Management Management Management Management Management Management Management
Oracle Shipping Oracle Shipping
APS_HOU_DEPOT_EXTERNAL_ORDER APS_HOU_VALUEPACK_EXTRNAL_ORDR APS_HOU_PARTS_ABV_ECHELN_ORDER APS_HOU_PARTS_PACKAGING_ORDER APS_HOU_PARTS_EXTERNAL_ORDER APS_HOU_PARTS_WITHN_DEPT_ORDER APS_HOU_PARTS_WITHN_DIV_ORDER APS_HOU_PARTS_WITHN_GRP_ORDER APS_HOU_PARTS_OTHER_GE_ORDER APS_HOU_FS_EXTERNAL_ORDER APS_HOU_FS_ABV_ECHELN_ORDER APS_HOU_FS_PACKAGING_ORDER APS_HOU_FS_WTHN_DEPT_ORDER APS_HOU_FS_WTHN_DIV_ORDER APS_HOU_FS_WTHN_GRP_ORDER APS_HOU_FS_OTHER_GE_ORDER APS_HOU_BILL_OF_LADING APS_HOU_PACK_SLIP
GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD GBL_USD
Null Null Null Null Null Null Null Null Null Null Null Null Null Null Null Null Null Null
01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950 01-JAN-1950
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Doc Ref:
20 OM: Define Attachment Document Categories Order Management>Setup>Orders>Attachments>Document Categories Document Categories
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Document Categories

Category APS_Accept T&Cs APS_Internal (Does NOT Print) APS_Pack/AR Invoice/CI/SO Ack Printing APS_Quote Number Default Datatype Short Text Long Text Short Text Short Text From To
Reports
Name
Assignments
Type Form Name Sales Orders Format Enabled? Yes
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Doc Ref:
21 OM: Define Attachment Documents Order Management>Setup>Orders>Attachments>Documents Documents

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Documents

Category APS_Accept T&Cs APS_Quote Number Description Source -Data Type Short Text Short Text Source File Usage Template Template SecurityType None None SecurityOwner Dates-From Dates-To
Addition Rule Accept T&Cs

Group Number 1 2 3 4 5 6 7 8 9 10 11 12 Attribute Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Attribute Value APS_HOU_DEPOT_EXTERNAL_ORDER APS_HOU_FS_ABV_ECHELN_ORDER APS_HOU_FS_PACKAGING_ORDER APS_HOU_FS_EXTERNAL_ORDER APS_HOU_FS_WTHN_DEPT_ORDER APS_HOU_FS_WTHN_DIV_ORDER APS_HOU_FS_WTHN_GRP_ORDER APS_HOU_FS_OTHER_GE_ORDER APS_HOU_PARTS_ABV_ECHELN_ORDER APS_HOU_PARTS_PACKAGING_ORDER APS_HOU_PARTS_EXTERNAL_ORDER APS_HOU_PARTS_WITHN_DEPT_ORDER 02-OM: Define Profile Options 14 of 87
BR.100A Order Management Application Setups Group Number 13 14 15 16 Attribute Order Type Order Type Order Type Order Type Attribute Value APS_HOU_PARTS_WITHN_DIV_ORDER APS_HOU_PARTS_WITHN_GRP_ORDER APS_HOU_PARTS_OTHER_GE_ORDER APS_HOU_VALUEPACK_EXTRNAL_ORDR
Doc Ref:
Addition Rule Quote Number

Group Number 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Attribute Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Order Type Attribute Value APS_HOU_DEPOT_EXTERNAL_ORDER APS_HOU_FS_ABV_ECHELN_ORDER APS_HOU_FS_PACKAGING_ORDER APS_HOU_FS_EXTERNAL_ORDER APS_HOU_FS_WTHN_DEPT_ORDER APS_HOU_FS_WTHN_DIV_ORDER APS_HOU_FS_WTHN_GRP_ORDER APS_HOU_FS_OTHER_GE_ORDER APS_HOU_PARTS_ABV_ECHELN_ORDER APS_HOU_PARTS_PACKAGING_ORDER APS_HOU_PARTS_EXTERNAL_ORDER APS_HOU_PARTS_WITHN_DEPT_ORDER APS_HOU_PARTS_WITHN_DIV_ORDER APS_HOU_PARTS_WITHN_GRP_ORDER APS_HOU_PARTS_OTHER_GE_ORDER APS_HOU_VALUEPACK_EXTRNAL_ORDR
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Doc Ref:
22-OM: Define Holds Order Management>Setup>Orders>Holds Holds

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Holds
Note: All operating units use this setup Note: Holds defined specifically for Houston identified with a prefix of APS
Responsibility restrictions for entering and releasing holds will be specified later.
Name Description Type Workflow Item Workflow Activity Effective From: Effective To: Apply Hold Responsibility Remove Hold Responsibility
APS A/R Hold AR Directed Hold Order Hold OM Order Line Ship Line 22-OCT-2002
APS Bankruptcy / APS Credit Hold Credit Alert Bankruptcy / Credit Credit Hold Alert Order Hold Order Hold OM Order Line Ship Line 22-OCT-2002 OM Order Line Ship Line 22-OCT-2002
APS Embargo / Boycott Hold Embargo / Boycott Hold Order Hold OM Order Line Ship Line 22-OCT-2002
APS Financial Review Hold Review All Sales Orders by Finance Order Hold OM Order Header Book Order 22-OCT-2002
APS PO Amendments Hold APS PO Amendments Hold Order Hold OM Order Line Ship Line 22-OCT-2002
PS OM Superuser (APS_HOU) PS OM Superuser (APS_HOU)
PS OM Superuser PS OM Superuser (APS_HOU) (APS_HOU) PS OM Superuser PS OM Superuser (APS_HOU) (APS_HOU)
Responsibility restrictions for entering and releasing holds will be specified later.
Name Description
APS Shipping Hold
SO Conversion Hold Prevent Shipping Sales SO Conversion
APS Revenue Recognition Prevent Invoice

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Doc Ref:
Orders
Type Workflow Item Workflow Activity Effective From: Effective To: Apply Hold Responsibility
Hold Order Hold OM Order Line Pick Line 07-NOV-1950
Order Hold OM Order Line Ship Line 22-OCT-2002
Interface Until Title Transfer Occurs Receivables Hold OM Order Line Inventory Interface
PS OM Superuser (APS_HOU)
Remove Hold Responsibility
1.PS FND Conversions Superuser 2. PS OM Superuser (APS_HOU) 1.PS FND Conversions Superuser 2. PS OM Superuser (APS_HOU)
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Doc Ref:
23-OM: Define Shipping Tolerances Order Management>Setup>Shipping Tolerances Setup Tolerance

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Shipping Tolerances.
No specific requirement defined by GE APS
Customer
Number
Address
Address Use
Item
Continued
Description Over Shipment Tolerance Under Shipment Tolerance Over Return Tolerance Under Return Tolerance
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Doc Ref:
24-OM: Choose Shipping Printers Order Management>Setup>Shipping>Documents>Choose Printers Choose Printers for Shipping Documents
GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: Use this form to define Printer Selection
Cannot be setup until the actual printers are defined for APS
Document Level Value Printer Comments Enabled?
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Doc Ref:
25-OM: Security Rules Order Management>Setup>Rules>Security Security Rules

GE S&S PS Process: Application Setup
Order Entry
Priority (H,M,L):
May 30, 2000

Process Owner:
Description: Use this form to assign security rules to your order information. You can assign security rules to your order information. You can specify the steps in the order process where you no longer allow users to add, delete, modify or cancel order or return lines. You can use the default rules, which provide the minimum limits to maintain data integrity, or define your own stricter rules to reflect your order and return maintenance policies.
Note: All operating units use this setup. Note: The standard security rules as provided with the Order Entry application will be used; no modifications are necessary
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Doc Ref:
26-OM: Defaulting Rules Order Management>Setup>Rules>Defaulting

GE S&S PS Process: Application Setup
Order Entry
Priority (H,M,L):
May 30, 2000

Process Owner:
Description: Use this form to create and modify standard value rule sets to improve the efficiency and accuracy with which you enter orders. You can define the rules to determine the source and prioritization for defaulting order information to reduce the amount of information you actually type in the Sales Orders window. For most fields, you can assign one or more standard value sources in a priority sequence, or if the default is always the same, you can define a constant value.
Note: All operating units use this setup. Note: After making any change to the defaulting rules, you must run the Defaulting Generator prior to the rules becoming effective
Changes to Seeded defaulting Rules

Application: Entity: In the Attributes section, select the following: Defaulting sequence: Attribute: Press the Defaulting Rules button
Doc Ref:
In the defaulting sourcing rules section, add the following: Sequence: Source Type: Default Source/Value:
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Doc Ref:
27-OM: Activate scheduling Order Management>Scheduling>Instances Application Instances

GE APS
Priority (H,M,L):
April 29, 2003

Process Owner:
Description: See Note116166-1 from US Support. In Release 11i, for a user to utilize the scheduling features, the Collect Data program must be setup and ran. Otherwise, the booking process will result in an error or the Sales Order pad will hang. The Collect Data program in Materials Requirement Planning (MRP) has to run before any users can utilize the scheduling functionality in the Order Management Application. In Release 11i, Scheduling is a functionality controlled by MRP. By running the Collect Data program, the data in the tables for Inventory and Order Management are passed on to the MRP tables. Also, item Available-To-Promise details are passed to the MRP tables. The program has to run periodically in the background. The frequency is based on the user sites business requirements.
Instance Code OM Instance Type Discrete Version 11I Application Database Link Planning Database Link
Continued
Enable Flag Yes GMT Difference 1 Currency USD Assignment Set
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Doc Ref:
Order Management>Scheduling>Collect Data ATP Data Collection

Request Set ATP Data Collection Program Planning Data Pull Stage Pull Data Parameters Instance: OM Complete Refresh: Yes Complete Refresh Sales Orders: Yes Number of workers: 1 Timout (minutes): 30 Language: US The rest of the parameters are set to Yes Language American English
Continued
Save Output No Notify Print to Noprint Schedule Run the Job periodically once a day
14 of 87
Doc Ref:
28-OM: Activate pricing Reports
You have to use a PS OM Pricing Administrator (APS_HOU) responsibility!!! Start the Build Attribute Mapping Rules concurrent request. The report has no parameter.
14 of 87
Doc Ref:
29-OM: Activate workflow viewing Application>Menu

In order to enable users to view the workflow status of their sales orders, we have to add the Monitor Activities List Function to the menu in the Sysadmin module.
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Doc Ref:
30-OM: Create custom workflows Oracle Workflow Builder v2.??
Note:
1. Potential customization to OM workflows has been identified. This would place sales orders exceeding X dollars on hold (maybe Financial Review) and email a contact in Finance of the need to review and release sales orders. 2. Modify AEP COGS Account generator to use COGS account assigned to Order Transaction Type. 3. Revenue Recognition Modification. Modify Line Flow Generic to place sales orders on hold that are for Non-Domestic, or Certain Payment Terms, or Certain FOB codes.
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Doc Ref:
31-OM: Registering executables Sysadmin or Application Developer Concurrent>Executable

Executable Short Name Application Description Execution Method Execution File Name Subroutine Name Execution File Path
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Doc Ref:
32-OM: Registering concurrent programs Sysadmin or Application Developer Concurrent>Program
Program
Short Name
Application
Description
Name
Method
Options
Type
Incrementor
MLS Function
Use In SRS
Run Alone
Enable Trace
Allow Disabled Values
Restart on System Failure
NLS Compliant
Format
Save
Print
Columns
Rows
Style
Style Required
Printer
Incompatibilities button Application Name Scope
Parameters button Seq Parameter Description Enabled

Doc Ref:
Value Set
Description
Default Type
Default Value
Required
Enable Security
Range
Display
Display Size
Description Size
Prompt
Token
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Doc Ref:
33-OM: Request Groups Sysadmin or Application Developer
Note: This is an example from the Hungary implementation. The actual APS program(s) will need to be defined here
Group Shipping Reports and Documents Application Oracle Shipping Code WSH_REPORTS_AND_DOCS Description Shipping Reports and Documents
Requests Type Program Program Program Program
Name GEPS Commercial Invoice GEPS Packing Slip Report GEPS Container Packing Slip Report GEPS Contribution Margin Analysis Report
Application GE Power Systems ONT GE Power Systems ONT GE Power Systems ONT GE Power Systems ONT
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Doc Ref:
34-OM: Alerts Sysadmin or Application Developer
Note: Multiple Alerts have been identified as 0f 10/31/02 though none of these have been approved for development. These alerts are being tracked on the issue log and other tools.
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Doc Ref:
35-Setups for Revenue Recognition Hold (Support Title Transfer Reqs) 1. DFFs Payment Terms and FOB Code Payment Term-DFF Order Management>Setup>Shipping>Flexfields>Descriptive>Segments Descriptive Flexfield Segments
GE APS
Priority (H, M, L):
April 29, 2003

Process Owner:
Description: Use this form to define Descriptive Flexfields Created Descriptive Flexfields to identify: Payment Terms and FOB Codes Triggering Revenue Recognition Hold
Application Oracle Receivables Title Payment Term Information Freeze Flexfield Definition? Yes Segment Separator Period (.)
Continued
Prompt Business Unit Default Value APS Reference Field Value Required? Yes Displayed Yes
Continued
Code APS Name APS Description APS Data Element Context Enabled? Yes
Segments
Number 10 Name Revenue Recognition Hold Window Prompt Revenue Recognition Hold Column ATTRIBUTE1 Value Set Yes_No Displayed? Yes Enabled? Yes
Segment - Revenue Recognition Hold

Doc Ref:
Description
Default Type
Default Value
Required
Security Enabled
Range
Display Size
Description Size
List of Values
Window
Order Management>Setup>Shipping>Flexfields>Descriptive>Segments: Define Value Sets Order Management>Setup>Shipping>Flexfields>Validation>Sets

GE APS
Priority(H, M, L):
April 29, 2003

Process Owner:
<Value Set>
Value Set Name Description Security Available Yes_No This value set only contains Y=Yes and N=No. No Security Enable List Type List of Values
<Format Validation>
<Value Validation>
<Table Info>
Effective
Doc Ref:
Table Application
Table Name
Columns
Type
Size
Where/Order by
Additional Columns
Application Object Library
FND_LOOKUPS
MEANING
CHAR
80
WHERE FND_LOOKUPS.LOOKUP_T YPE = 'YES_NO'
FOB-DFF
Application Application Object Library Title Common Lookups Freeze Flexfield Definition? Yes Segment Separator Period (.)
Continued
Prompt Context Value Default Value Reference Field : FND_LOOKUP_TYPES.LOOK UP_TYPE Value Required? Displayed
Continued
Code FOB Name FOB Description FOB Enabled? Yes
Segments
Number 10 Name Revenue Recognition Hold Window Prompt Revenue Recognition Hold Column ATTRIBUTE1 Value Set Yes_No Displayed? Yes Enabled? Yes
Segment - Revenue Recognition Hold

14 of 87
Doc Ref:
Display Size
Description Size
List of Values
Window
Order Management>Setup>Shipping>Flexfields>Descriptive>Segments: Define Value Sets
GE APS
Priority(H, M, L):
April 29, 2003

Process Owner:
<Value Set>
Value Set Name Description Security Available Yes_No This value set only contains Y=Yes and N=No. No Security Enable List Type List of Values
<Format Validation>
<Value Validation>
<Table Info>
Effective
Table Application Table Name Columns Type Size Where/Order by Additional Columns
14 of 87
Doc Ref:
Application Object Library
FND_LOOKUPS
MEANING
CHAR
80
WHERE FND_LOOKUPS.LOOKUP_T YPE = 'YES_NO'
2. Define Notifier Role Lookup Application Developer>Application>Lookups>Application Object Library
Type
User Name
Application
Description
PS_FND_OM_LINE_ PS FND OM Order Line (Title Transfer) ERR_NTFR Error Notifier
GE Power Systems FND
PS FND OM Order Line (Title Transfer) Error Notifier
Code
Meaning
Description
Tag
From
To
Enabled
OU1 OU2 OU3
OU_APS_US_HOU OU_APS_NL_RHED OU_APS_NO_AGOT
PS_OM_TT Not Decided Not Decided
13-Feb-03 13-Feb-03 13-Feb-03
Y Y Y
14 of 87
Doc Ref:
3. Define Hold Type Lookup Application Developer>Application>Lookups>Application Object Library

Type User Name Application Description
PS_FND_OM_LINE_ PS FND OM Order Line (Title Transfer) HOLD_NAME Hold Name per Operating Unit
GE Power Systems FND
PS FND OM Order Line (Title Transfer) Hold Name per Operating Unit
Code
Meaning
Description
Tag
From
To
Enabled
OU1 OU2 OU3
OU_APS_US_HOU OU_APS_NL_RHED OU_APS_NO_AGOT
APS Revenue Recognition Not Decided Not Decided
13-Feb-03 13-Feb-03 13-Feb-03
Y Y Y
4. Flag FOB Codes that should trigger hold AR Super User>Setup>System>QuickCodes>Receivables

Code Meaning
Type=FOB
Tag From To Enabled
Description
DDP Delivered duty paid (the Seller must clear the goods for import) DDU Delivered duty unpaid (the Buyer must clear the goods for import) DDU ST. NAZAIRE DELIVERY DUTY DEQ Delivered ex quay (the Seller must clear the goods for import) DES Delivered ex ship (the Buyer must clear the goods for improt) FCA Free carrier (Seller has primary resp for clearing goods for export) Free on board (Seller has primary resp for clearing goods for FOB export)
y y Y y y y y
1-Jan-52 1-Jan-52 1-Jan-52 1-Jan-52 1-Jan-52 1-Jan-52 1-Jan-52
Y Y Y Y Y Y Y
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Doc Ref:
5. Flag Payment Terms that should trigger hold AR Super User>Setup>Transactions>Payment Terms
Name Description Initiate Hold (Y Or Blank)
CASH IN ADVANCE COD LOC-0 LOC-10 LOC-30 WIRE TRANSFER
Cash In Advance CASH ON DELIVERY Letter of Credit - 0 Days Letter of Credit - 10 Days Letter of Credit - 30 Days WIRE TRANSFER PAYMENT PRIOR TO SHIPMENT
Y Y Y Y Y Y
5. Create Notification Group Engineering>Setup>Approval Lists

List Description Inactive On
PS_OM_TT
Needed for the Revenue Recognition Workflow
Seq
Employee
Description
Inactive On
10
Decker, Michael
14 of 87
Doc Ref:
36-Setups for Sales Region and Territory Reporting 1. Define Inventory Item Category Flexfield Inventory>Setup>Flexfields>Key>Segments Key Flexfield Segments
GE APS
Priority (H, M, L):
April 29, 2003

Process Owner:
Description: Use this form to define Key Flexfields Create Item Inventory Category key flexfield structure.
Application Oracle Inventory Title Item Categories Freeze Flexfield Definition? Yes Segment Separator Period (.)
Continued
Code PS_HOU_SALES_TER_REG Name PS Houston Sales Territory/Reg Description PS Houston Sales Territory/Region Structure View Name
Segments
Number 10 20 30 40 50 60 Name Structure Selling_Org Territory_Region Countries States_Provinces County Window Prompt Structure Selling_Org Territory_Region Countries States_Provinces County Column SEGMENT1 SEGMENT2 SEGMENT3 SEGMENT4 SEGMENT5 SEGMENT6 Value Set PS_SALES_STRUCT URE PS_SALES_SELLING _ORG PS_SALES_TERRIT ORY_REGION Displayed? Yes Enabled? Yes
14 of 87
Doc Ref:
Inventory>Setup>Flexfields>Key>Segments: Define Value Sets

GE APS
Priority(H, M, L):
April 29, 2003

Process Owner:
<Value Set>
Value Set Name Description Security Available PS_SALES_STRUCTURE PS_SALES_STRUCTURE No Security Enable List Type List of Values
<Format Validation>
<Value Validation>
<Value Set>
Value Set Name Description Security Available PS_SALES_SELLING_ORG PS_SALES_SELLING_ORG No Security Enable List Type List of Values
<Format Validation>
<Value Validation>
Doc Ref:
<Value Set>
Value Set Name Description Security Available PS_SALES_TERRITORY_REGION PS_SALES_TERRITORY_REGION No Security Enable List Type List of Values
<Format Validation>
<Value Validation>
14 of 87
Doc Ref:
Inventory>Setup>Flexfields>Key>Values
GE APS
Priority(H, M, L):
April 29, 2003

Process Owner:
<Value Set>
Value Set Name Description
PS_SALES_STRUCTURE
Value
PS_SALES_STRUCTURE
Description Enabled From To
Translated Value
FS Sales
FS Sales
Field Service
Yes
Sales Structure Yes
<Value Set>
PS_SALES_SELLING_ORG
Value
PS_SALES_SELLING_ORG
Translated Value
APS_HOU
APS_HOU
APS_HOU
Yes
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Doc Ref:
<Value Set>
PS_SALES_TERRITORY_R EGION
Value
PS_SALES_TERRITORY_REGION
Translated Value
Mid America NE SE West
Mid America NE SE West
Mid America North East South East West
Yes Yes Yes Yes
2. Load Item Category Codes Inventory>Setup>Items>Categories>Category Codes
Structure Name
Category
Description
Inactive On
PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg
Sales.APS_HOU.Mid America.United States.AR.NA Sales.APS_HOU.Mid America.United States.IA.NA Sales.APS_HOU.Mid America.United States.IL.NA Sales.APS_HOU.Mid America.United States.IN.NA
Sales.APS_HOU.Mid America.United States.AR.NA Sales.APS_HOU.Mid America.United States.IA.NA Sales.APS_HOU.Mid America.United States.IL.NA Sales.APS_HOU.Mid America.United
PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg
Doc Ref:
Structure Name
Category
Description
Inactive On
PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales
Sales.APS_HOU.Mid America.United States.KS.NA Sales.APS_HOU.Mid America.United States.KY.NA Sales.APS_HOU.Mid America.United States.LA.NA Sales.APS_HOU.Mid America.United States.MI.NA Sales.APS_HOU.Mid America.United States.MN.NA Sales.APS_HOU.Mid America.United States.MO.NA Sales.APS_HOU.Mid America.United States.MT.NA Sales.APS_HOU.Mid America.United States.ND.NA Sales.APS_HOU.Mid America.United States.NE.NA Sales.APS_HOU.Mid America.United States.OH.NA Sales.APS_HOU.Mid America.United States.OK.NA Sales.APS_HOU.Mid America.United States.SD.NA Sales.APS_HOU.Mid America.United States.TX.NA Sales.APS_HOU.Mid America.United States.WI.NA Sales.APS_HOU.Mid America.United
States.IN.NA Sales.APS_HOU.Mid America.United States.KS.NA Sales.APS_HOU.Mid America.United States.KY.NA Sales.APS_HOU.Mid America.United States.LA.NA Sales.APS_HOU.Mid America.United States.MI.NA Sales.APS_HOU.Mid America.United States.MN.NA Sales.APS_HOU.Mid America.United States.MO.NA Sales.APS_HOU.Mid America.United States.MT.NA Sales.APS_HOU.Mid America.United States.ND.NA Sales.APS_HOU.Mid America.United States.NE.NA Sales.APS_HOU.Mid America.United States.OH.NA Sales.APS_HOU.Mid America.United States.OK.NA Sales.APS_HOU.Mid America.United States.SD.NA Sales.APS_HOU.Mid America.United States.TX.NA Sales.APS_HOU.Mid America.United States.WI.NA Sales.APS_HOU.Mid
PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg
Doc Ref:
Structure Name
Category
Description
Inactive On
Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg
States.WV.NA Sales.APS_HOU.NE.United States.CT.NA Sales.APS_HOU.NE.United States.DE.NA Sales.APS_HOU.NE.United States.MA.NA Sales.APS_HOU.NE.United States.MD.NA Sales.APS_HOU.NE.United States.ME.NA Sales.APS_HOU.NE.United States.NH.NA Sales.APS_HOU.NE.United States.NJ.NA Sales.APS_HOU.NE.United States.NY.NA Sales.APS_HOU.NE.United States.PA.NA Sales.APS_HOU.NE.United States.RI.NA Sales.APS_HOU.NE.United States.VT.NA Sales.APS_HOU.SE.United States.AL.NA Sales.APS_HOU.SE.United States.FL.NA Sales.APS_HOU.SE.United States.GA.NA Sales.APS_HOU.SE.United States.MS.NA Sales.APS_HOU.SE.United States.NC.NA Sales.APS_HOU.SE.United States.SC.NA Sales.APS_HOU.SE.United States.TN.NA Sales.APS_HOU.SE.United States.VA.NA Sales.APS_HOU.West.United States.AK.NA Sales.APS_HOU.West.United States.AZ.NA
America.United States.WV.NA Sales.APS_HOU.NE.Unit ed States.CT.NA Sales.APS_HOU.NE.Unit ed States.DE.NA Sales.APS_HOU.NE.Unit ed States.MA.NA Sales.APS_HOU.NE.Unit ed States.MD.NA Sales.APS_HOU.NE.Unit ed States.ME.NA Sales.APS_HOU.NE.Unit ed States.NH.NA Sales.APS_HOU.NE.Unit ed States.NJ.NA Sales.APS_HOU.NE.Unit ed States.NY.NA Sales.APS_HOU.NE.Unit ed States.PA.NA Sales.APS_HOU.NE.Unit ed States.RI.NA Sales.APS_HOU.NE.Unit ed States.VT.NA Sales.APS_HOU.SE.Unit ed States.AL.NA Sales.APS_HOU.SE.Unit ed States.FL.NA Sales.APS_HOU.SE.Unit ed States.GA.NA Sales.APS_HOU.SE.Unit ed States.MS.NA Sales.APS_HOU.SE.Unit ed States.NC.NA Sales.APS_HOU.SE.Unit ed States.SC.NA Sales.APS_HOU.SE.Unit ed States.TN.NA Sales.APS_HOU.SE.Unit ed States.VA.NA Sales.APS_HOU.West.Un ited States.AK.NA Sales.APS_HOU.West.Un ited States.AZ.NA
PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg
Doc Ref:
Structure Name
Category
Description
Inactive On
PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg
Sales.APS_HOU.West.United States.CA.NA Sales.APS_HOU.West.United States.CO.NA Sales.APS_HOU.West.United States.HI.NA Sales.APS_HOU.West.United States.ID.NA Sales.APS_HOU.West.United States.NM.NA Sales.APS_HOU.West.United States.NV.NA
Sales.APS_HOU.West.Un ited States.CA.NA Sales.APS_HOU.West.Un ited States.CO.NA Sales.APS_HOU.West.Un ited States.HI.NA Sales.APS_HOU.West.Un ited States.ID.NA Sales.APS_HOU.West.Un ited States.NM.NA Sales.APS_HOU.West.Un ited States.NV.NA
PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg PS Houston Sales Territory/Reg
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Doc Ref:
Open and Closed Issues for this Deliverable

Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date
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BR.

100A ORDER MANAGEMENT APPLICATION SETUP GE APS Order Management - Setups

Approvals: Michael Decker

Copy Number _____

BR.100A Order Management Application Setups

Date 11-FEB-03 29-APR-03

Author Dean Christofolis Dean Christofolis

Version 1.0 2.0

Change Reference No previous document Updates for change requests

Order Management File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

BR.100A Order Management Application Setups

Order Management File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

Application Setup Control Sheet Oracle Order Management

Profile Options Parameters Quickcodes Create Document Sequences

Documents Document Categories

Assign Document Sequences

Order Import Sources

Pricing Formulas Price Lists Discounts Release Rules Form

Price Agreements Transaction Types Holds Shipping Tolerances

File Ref: 154208610.doc

Doc Ref: QA Due Date Signature Approval

File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

April 29, 2003

Segment Project Number

File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

Concatenated Description Size

Order Management>Setup>Shipping>Flexfields>Descriptive>Segments: Define Value Sets

April 29, 2003

File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

Concatenated Description Size

File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

April 29, 2003

1002 1901 1921 2102 2202

Y Y Y Y Y 02-OM: Define Profile Options 14 of 87

File Ref: 154208610.doc

File Ref: 154208610.doc

02-OM: Define Profile Options

BR.100A Order Management Application Setups

02-OM: Define Profile Options Sysadmin>Profiles>System Personal Profile Values

April 29, 2003

Full No 21 Booking Automatic ORDER ENTRY Invoice System Items

File Ref: 154208610.doc

02-OM: Define Profile Options

File Ref: 154208610.doc

02-OM: Define Profile Options