Use the Order Management subtab of the Account Overview page to enter and update order management information, such as price list, freight terms, and warehouse, for existing accounts.
Define Accounts
This table describes some terms in the pages used for this procedure.
Selected Terminology
| Term | Description |
|---|---|
| Price List | Allows you search and select the price list that you want Order Management to use as the default value in the Sales Orders window when you enter an order for a customer account. Receivables does not let you specify a price list if you do not have Order Management installed. Use the Price Lists window in Order Management to define and maintain your price lists. |
| Item Identifier Type | Allows you specify the Cross-reference Type (Internal, Customer, or Generic) for each order line created for a particular customer. |
| Overship Invoice Base | Indicates whether to invoice for the ordered quantity or the fulfilled quantity. |
| Over Shipment Tolerance | The amount by which an over shipment can exceed the original order, expressed as a percentage. |
| Over Return Tolerance | The amount by which an over return can exceed the original order, expressed as a percentage. |
| Lines in Arrival Sets | Select to set the value of the Line Set field to Arrival on the Sales Orders window and to include all lines added to a sales order in the default arrival set. |
| Lines in Ship Sets | Select to set the value of the Line Set field to Ship on the Sales Orders window and to include all lines added to a sales order in the default ship set. |
| Request Date Type | Determines whether the ship date or arrival date will be used as request date. |
| Freight Terms | The freight terms to associate with this customer account. Freight terms determine whether the customer is responsible for the freight charges for an order. You can use the Order Management Lookups window to define freight terms. |
| Free On Board Point (FOB) | The point or location where the ownership title of goods is transferred from the seller to the buyer. Receivables uses the ship-to FOB and then the bill-to FOB as the default value when you enter transactions. You can define FOB categories in the Receivables Lookups window with the lookup type 'FOB'. You can use this field as a source for your standard value rule sets in Oracle Order Management. |
| Warehouse | The standard shipping warehouse to associate with this customer account in Oracle Order Management. You define warehouses using the Organizations window of Order Management. You can use this field as a default source for your standard value rule sets for Warehouse fields in the Sales Orders window. Oracle Order Management also uses this field as one of the default values for the Warehouse field in the Returns window (the RMA Default Source specifies the priority of the defaults). |
| Ship Method | The shipping method that your organization intends to use to transport items. Receivables first uses the ship-to and then the bill-to freight carrier as the default freight carrier during transaction entry. You can define freight carriers in the Freight Carriers window. If you are using the Multiple Organization support feature, you cannot enter a carrier at the customer account level; you can only enter a carrier for a customer's Bill-to, Ship-to, or Dunning site. If you are not using multiple organizations, you can assign a carrier to a customer and each of their site uses. You can use this field as a default source for your standard value rule sets for Freight Carriers fields in the Sales Orders window in Oracle Order Management. Oracle Order Management also uses this field as one of the default values for the Freight Carrier field in the Returns window (the RMA Default Source specifies the priority of the defaults). You can use this field as a default source for your standard value rule sets for the Sales Channel field in the Sales Orders window. |
| Under Shipment Tolerance | The amount by which an under shipment can be less than the original order, expressed as a percentage. |
| Under Return Tolerance | The amount by which an under return can be less than the original order, expressed as a percentage. |
Navigate to the Order Management subtab of the Account Overview page.
Enter or update the order management information.