Automatic Attachment in Oracle Order Management eoracleapps.blogspot.com
Introduction <ul><li>This presentation is about Automatic attachment feature in Oracle Order Management (New feature offer...
Topics of Discussion <ul><li>Automatic Attachment in Oracle Order Management. </li></ul><ul><li>How to Setup Automatic Att...
Automatic Attachment in Order Management <ul><li>What is an Attachment –  </li></ul><ul><li>Attachment is a file,text doc,...
Set-Up Automatic Attachment in Order Management <ul><li>Setup – Profile  Option - OM: Apply Automatic Attachments: This pr...
Automatic Attachment in Order Management <ul><li>Option # 1 - To apply an automatic attachment on an order or return: </li...
Automatic Attachment in Order Management <ul><li>Lines Sets </li></ul>
Automatic Attachment in Order Management <ul><li>Lines Sets </li></ul>
Automatic Attachment -Setup <ul><li>Lines Sets </li></ul>
Automatic Attachment -Setup <ul><li>Lines Sets </li></ul>
Automatic Attachment –Define Document Category <ul><li>Lines Sets </li></ul>
Automatic Attachment –Define Category <ul><li>Lines Sets </li></ul>
Automatic Attachment –Category Assignments <ul><li>Lines Sets </li></ul>
Automatic Attachment –Category Assignments <ul><li>Lines Sets </li></ul>
Automatic Attachment - Documents <ul><li>Lines Sets </li></ul>
Automatic Attachment – Define Documents <ul><li>Lines Sets </li></ul>
Automatic Attachment – Define Document Additional Rules <ul><li>Lines Sets </li></ul>
Automatic Attachment – Define Document Additional Rules <ul><li>Lines Sets </li></ul>
Automatic Attachment – Define Document Additional Rules
Automatic Attachment – Create Sales Order
Automatic Attachment – Auto Attachment to Sales Order
Automatic Attachment  - Attachment
Automatic Attachment - Attachment
Automatic Attachment  - Deletion Process (Document)
Automatic Attachment – Deletion Process Document
Automatic Attachment
Q&A   <ul><li>Feel free to Post your Question at eoracleapps.blogspot.com OR contact me at eoracleapps.blogspot.com </li><...
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Automatic Attachment in Oracle Order Management

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This detailed Presentation is about the Automatic Attachemnt functionality available in Oracle Order Management (R12i).

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Automatic Attachment in Oracle Order Management

  1. 1. Automatic Attachment in Oracle Order Management eoracleapps.blogspot.com
  2. 2. Introduction <ul><li>This presentation is about Automatic attachment feature in Oracle Order Management (New feature offered in R12). </li></ul><ul><li>I am Oracle Apps/BPEL/Workflow Analyst and blogger with 14+ Years of Experience. </li></ul><ul><li>[email_address] </li></ul><ul><li>Blog – eoracleapps.blogspot.com </li></ul>
  3. 3. Topics of Discussion <ul><li>Automatic Attachment in Oracle Order Management. </li></ul><ul><li>How to Setup Automatic Attachments in OM </li></ul><ul><li>Data Flow </li></ul><ul><li>How to Delete Attachment Setup </li></ul>
  4. 4. Automatic Attachment in Order Management <ul><li>What is an Attachment – </li></ul><ul><li>Attachment is a file,text doc, or a web file attached to a particular </li></ul><ul><li>entity, to capture additional information or data, that is otherwise </li></ul><ul><li>not captured through applications </li></ul><ul><li>Enable users to link unstructured data, such as images,word doc, </li></ul><ul><li>spreadsheets, or text to application data. </li></ul><ul><li>Attachment information can flow through entire application </li></ul>
  5. 5. Set-Up Automatic Attachment in Order Management <ul><li>Setup – Profile Option - OM: Apply Automatic Attachments: This profile option determines whether rule-based attachments are applied without user intervention </li></ul><ul><li>Setup - to Setup Attachment we need to </li></ul><ul><li>Define document </li></ul><ul><li>Define document category </li></ul><ul><li>Define additional attachment rules </li></ul><ul><li>Define a one time attachment </li></ul><ul><li>After you define your document category and additional rules and their </li></ul><ul><li>assignments,you can have the rule based attachment applied automatically or </li></ul><ul><li>manually. </li></ul><ul><li>Important - Order Management applies any automatic attachments to imported </li></ul><ul><li>orders that meet your automatic note criteria based on the setting of the OM: Apply </li></ul><ul><li>Automatic Attachments profile option </li></ul>
  6. 6. Automatic Attachment in Order Management <ul><li>Option # 1 - To apply an automatic attachment on an order or return: </li></ul><ul><li>In the Sales Orders window, click Actions and select Apply Automatic Attachments from the list of values. </li></ul><ul><li>Option # 2 - The attachment will be applied based on the additional rules you specified. </li></ul><ul><li>You can also set a profile option so that the system will automatically apply the automatic attachment. </li></ul><ul><li>Set the profile option OM: Apply Automatic Attachments to Yes. </li></ul><ul><li>Go to the Sales Orders window to enter your order or return header and line information. </li></ul><ul><li>When you save your work, the system will automatically apply those attachments based on the additional rules you specified. </li></ul><ul><li>Note: If a field value (such as Ship To) is changed, the new automatic attachment is </li></ul><ul><li>applied based on the rule and the old automatic attachment is deleted. </li></ul>
  7. 7. Automatic Attachment in Order Management <ul><li>Lines Sets </li></ul>
  8. 8. Automatic Attachment in Order Management <ul><li>Lines Sets </li></ul>
  9. 9. Automatic Attachment -Setup <ul><li>Lines Sets </li></ul>
  10. 10. Automatic Attachment -Setup <ul><li>Lines Sets </li></ul>
  11. 11. Automatic Attachment –Define Document Category <ul><li>Lines Sets </li></ul>
  12. 12. Automatic Attachment –Define Category <ul><li>Lines Sets </li></ul>
  13. 13. Automatic Attachment –Category Assignments <ul><li>Lines Sets </li></ul>
  14. 14. Automatic Attachment –Category Assignments <ul><li>Lines Sets </li></ul>
  15. 15. Automatic Attachment - Documents <ul><li>Lines Sets </li></ul>
  16. 16. Automatic Attachment – Define Documents <ul><li>Lines Sets </li></ul>
  17. 17. Automatic Attachment – Define Document Additional Rules <ul><li>Lines Sets </li></ul>
  18. 18. Automatic Attachment – Define Document Additional Rules <ul><li>Lines Sets </li></ul>
  19. 19. Automatic Attachment – Define Document Additional Rules
  20. 20. Automatic Attachment – Create Sales Order
  21. 21. Automatic Attachment – Auto Attachment to Sales Order
  22. 22. Automatic Attachment - Attachment
  23. 23. Automatic Attachment - Attachment
  24. 24. Automatic Attachment - Deletion Process (Document)
  25. 25. Automatic Attachment – Deletion Process Document
  26. 26. Automatic Attachment
  27. 27. Q&A <ul><li>Feel free to Post your Question at eoracleapps.blogspot.com OR contact me at eoracleapps.blogspot.com </li></ul>

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