You use standard sales order functionality to define transaction types for internal sales orders. You also need to use the Purchasing Options window to specify the order type you use for internal requisitions. See: Defining Internal Requisition Options.

You must perform the following setups in Order Management to use the internal requisition features. You may choose to take advantage of other Order Management features which require additional setups. See: Oracle Order Management Recommended Setup, Oracle Order Management Implementation Manual.

Define Order Management Profile Options

Set the profile option OM: Item Flexfield. This profile option defines which structure of the item flexfield to use. See: Order Management Profile Options, Oracle Order Management Implementation Manual.

Note that Order Management uses the same ledger as defined in the System Options window in Oracle Receivables. See: Accounting System Options.

Use the Parameters window in Order Management to define the Item Master organization for this installation.

Define Transaction Types

Use the Transaction Types window to define order and line types. Order Management provides default order cycle workflows that you must associate with each order and line type. See: Defining Transaction Types, Oracle Order Management Implementation Manual.

Define an Order Management Number Source For Internal Requisitions

Define order number sources to automatically number internal sales orders as you import them. You can use a single order number source to assign unique numbers to all your orders, or you can use a different order number source within each order type. See: Defining Order Number Sources, Oracle Order Management Implementation Manual.

Define a Price List For Internal Requisition

Although internal requisitions use the item's cost as the price, Order Management requires price lists to process all sales orders. Define a price list for use with the internal requisition order type. You do not need to add any lines to the price list. See: Defining a Price List, Oracle Order Management Implementation Manual.

Decide which Default Value Rules to Use

Default value rules define the defaulting that occurs as orders are entered or imported. Order Management provides default value rules that you can use for internal sales orders. Confirm that the default value rules that Order Management provides suit your business needs. If not, use the Defaulting Rules window to modify them. See: Defining Default Value Rules, Oracle Order Management Implementation Manual.

Define Inventory Accounting (Account Generator)

Order Management can dynamically create the Cost of Goods Sold (COGS) Account for each shipped or returned item based on rules you define. Order Management provides a default Account Generator process to be used in determining the COGS Account during the Inventory Interface process.

You can either accept the default COGS Account Generator process or customize it to suit your business needs. For more information on how to accept or customize this feature, see the Oracle Order Management documentation.

Internal Sales Orders Processing Constraints (Optional)

Order Management processing constraints apply to all your sales orders, including internal sales orders imported from Purchasing. Processing constraints prevent users from adding, updating, deleting and cancelling order information beyond certain points in the order cycles. You can use the System rules Order Management provides, which prevent data integrity violations, or define your own, stricter, rules. See: Defining Processing Constraints, Oracle Order Management Implementation Manual.