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Setting up Transaction Types in Order Management
Setting up of Transaction Types in Order Management involves the
following steps
1. Creating a Line Transaction Type
2. Creating an Order Transaction Type3. ssigning Line flows to
Order Transaction Type
!. Creating a "ocument Se#uence
$. ssigning "ocument Se#uence to the Order Transaction Type
Creating a Line Transaction Type
%avigate to Order Management Super &ser 'esponsi(ility )
Setup ) Transaction Types ) "efine.
Transaction Types window opens.Select the Operating unit. Type
the Transaction Type and "escription.
Select Sales "ocument Type as Sales Order.
Select Order Category as Order. *f you are creating a
transaction type for 'eturn+ select Order Category as'eturn.
Select Transaction Type Code as Line.
Save the 'ecord.
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Creating an Order Transaction Type
%avigate to Order Management Super &ser 'esponsi(ility )
Setup ) Transaction Types ) "efine.Transaction Types window
opens.
Select the Operating unit. Type the Transaction Type and
"escription.
Select Sales "ocument Type as Sales Order.Select Order Category
as Mi,ed.
Select Transaction Type Code as Order. -ulfillment -low as Order
-low/eneric
*n the Main ta(+ select the "efault Order Line Type. 0ou can
also select the price list which you want todefault while creating
the order.
*n the Shipping ta(+ select the Shipping Methods and -reight
Terms.
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*n the -inance ta(+ select the ccounting 'ule+ *nvoice Source+
etc
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Save the 'ecord.
ssigning Line flows to Order Transaction Type
Clic ssign or -low utton in the Transaction Types window. Line
orflow ssignment windowopens+ Select the Line Type and 4rocess %ame
and Clic O5.
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Creating a "ocument Se#uence
%avigate to Order Management Super &ser 'esponsi(ility )
Setup ) "ocuments ) "efine. "ocument
Se#uences window opens.6nter the %ame+ pplication %ame as Order
Management+ "ate+ Type as utomatic+ *nitial 7alue 8*t can
(e of any value you want to start from9.
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Save the 'ecord.
ssigning "ocument Se#uence to the Order Transaction Type
%avigate to Order Management Super &ser 'esponsi(ility )
Setup ) "ocuments )ssign. Se#uence
ssignment window opens.
*n the "ocument ta(+ enter the pplication %ame as Order
Management+ Order Category created andLedger.
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*n the ssignment ta(+ enter the pplication %ame as Order
Management+ Order Category created and
Se#uence Created.
Save the 'ecord.
%ow you can chec this (y creating a Sales Order.
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*f you select the Order Type+ you can see that the 4rice List is
defaulted in the Main ta( and 4ayment
Terms+ Shipping Method and -reight Terms in the Others ta(. Same
way you can default many fields (yselecting the same while creating
the Transaction Type.
lso+ you can see the Order %um(er as 1::: 8which we have set as
*nitial 7alue while creating the"ocument Se#uence9.
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lso+ in the Line ta( you can see the Line Type corresponding to
Order Type is defaulted.
