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Setting Up Order Activity Rules

Setting Up Order Activity Rules

Concept

Order activity rules establish the steps through which a sales order must pass from creation to completion. The system processes an order line based on the order activity rule that is set up for the order type and line type combination. You configure your order activity rules based on your business processes.

 

You must assign a status code for every step in the order process. A status code is a number that is set up in the user-defined code (UDC) table 40/AT that the system uses to identify the current status of an order line. You must also identify next status codes that determine the next step to which the system advances the order. You must arrange status codes in ascending numerical order for the system to establish the sequence of steps.

 

This diagram shows an example of how you can set up order activity rules for each step of the sales order process:

C:\Users\VNACHARY.ORADEV\AppData\Local\UPDev9\D\e1dev12\D\d5a58a441d7944e1a335deb8090868a4\2\Parts\OAR.png

 

 

 

 

The process includes these steps:

 

 

1. 520 (Enter sales order) to 540 (Print pick slip).

2. 540 (Print pick slip) to 560 (Confirm shipment).

3. 560 (Confirm shipment) to 580 (Print invoice).

4. 580 (Print invoice) to 620 (Sales update).

5. 620 (Sales update) to 999 (Complete).

 

You can change the progression of steps or include alternate steps in the order activity rules. For example, you can set up order activity rules for nonstock items in sales orders so that the system bypasses the step to print pick slips and advances the order line to shipment confirmation. You can set up unique order activity rules for the various types of sales orders, such as blanket orders, quote orders, and direct ship orders. Different order types can require different sequential steps to be considered complete.

 

You can specify at which point in the order process the system writes records to the general ledger for sales and purchasing.

 

In order processing, you can use the order activity rules to:

• Locate the status of an order.

• Select orders for batch processing.

• Prepare reports based on the current status of an order.

 

Prerequisites

Before you begin this task, verify that you have set up:

• Status codes in UDC table 40/AT

• Order types in UDC table 00/DT

• Order line types

Procedure

In this task, you will define order activity rules for your internal sales order document type and stock line items.

Step Action
Navigate to the Order Activity Rules program (P40204) on the Sales Order Management Setup menu (G4241).

Click the Sales Order Management Setup link.

Click the Order Activity Rules link.

Use the Work With Order Activity Rules form to review existing order activity rules by order type and line type.

Step Action
Click the Add button.

Use the Order Activity Rules – Revisions form to define the steps in the process for the order type and line type.

Step Action
Click in the Order Type field.

Use the Order Type and Line Type fields to identify the key components for order activity rules.

Enter the desired information into the Order Type field. Enter “E1“.

Click in the Line Type field.

Enter the desired information into the Line Type field. Enter “S“.
Click in the Order Type Next Number field.

Use the Order Type Next Number field to specify the next number series or bucket that the system uses to assign the document number for the selected order type.

Enter the desired information into the Order Type field. Enter “1“.

Click in the Last Status field.

Use the Last Status field to specify the current status of the sales order detail line.

Enter the desired information into the Last Status field. Enter “520“.

Click in the Next Status field.

Use the Next Status field to specify the next step in the process for the sales order detail line.

Enter the desired information into the Next Status field. Enter “540“.

Click in the Ledger Y/N field.

Use the Ledger Y/N field to specify whether to write a history record in the Sales Order History File table (F42119) for the rule. This option enables you to track the sales order through the system. However, the more records that the system writes to the table, the longer the system takes to process information.

The recommended practice is you select this option for the invoicing step of the sales order process because credit orders retrieve information from sales order history.

Initially, when you are implementing and setting up the system, setting this option to Y is a good way to troubleshoot data issues in the system.

Enter the desired information into the Ledger Y/N field. Enter “Y“.

Click in the Last Status field.

Enter the desired information into the Last Status field. Enter “540“.
Click in the Next Status field.

Enter the desired information into the Next Status field. Enter “560“.
Click in the Last Status field.

Enter the desired information into the Last Status field. Enter “560“.
Click in the Next Status field.

Enter the desired information into the Next Status field. Enter “580“.
Click in the Last Status field.

Enter the desired information into the Last Status field. Enter “580“.
Click in the Next Status field.

Enter the desired information into the Next Status field. Enter “620“.
Click in the Ledger Y/N field.

Enter the desired information into the Ledger Y/N field. Enter “Y“.
Click in the Last Status field.

Enter the desired information into the Last Status field. Enter “620“.
Click in the Next Status field.

Enter the desired information into the Next Status field. Enter “999“.
Click in the Ledger Y/N field.

Enter the desired information into the Ledger Y/N field. Enter “Y“.
Click in the Last Status field.

Enter the desired information into the Last Status field. Enter “999“.
Click the OK button.

Step Action
Click in the Order Type field.

Verify that the system recorded your order activity rules for document type E1.

Enter the desired information into the Order Type field. Enter “E1“.

Click the Find button.

Click the Close button.

You have successfully set up the order activity rules for your internal order document type and stock line types.

End of Procedure.

Ayman Refat
Over 20 years of experience in IT area, working as Oracle JD Edwards Developer with expertise in Windows Server, SQL Server and Microsoft Exchange Server, experience in Linux operating systems (Debian and Redhat), VMWare ESX / ESXi, Novell Netware, relational databases like Oracle 10/11g and backup solutions from Computer Associates. Large experience in high-end servers from Dell and HP, having the following certifications: Microsoft: MCP, MCSE, MCDBA, MCSA and MCT (2008 ~ 2013), Computer Associates: Technical Specialist – Storage and Backup Solutions,
http://www.AymanRefat.com

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