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 Type

3. Assigning Line flows to Order Transaction Type

4. Creating a Document Sequence

5. Assigning Document Sequence to the Order Transaction Type

Creating a Line Transaction Type

Navigate to Order Management Super User Responsibility à  Setup à  Transaction Types à Define. Transaction Types window opens.

Select the Operating unit. Type the Transaction Type and Description.

Select Sales Document Type as Sales Order.

Select Order Category as Order. If you are creating a transaction type for Return, select Order Category as Return.

Select Transaction Type Code as Line.

Save the Record.

Creating an Order Transaction Type

Navigate to Order Management Super User Responsibility à Setup à Transaction Types à Define. Transaction Types window opens.

Select the Operating unit. Type the Transaction Type and Description.

Select Sales Document Type as Sales Order.

Select Order Category as Mixed.

Select Transaction Type Code as Order. Fulfillment Flow as Order Flow-Generic

In the Main tab, select the Default Order Line Type. You can also select the price list which you want to default while creating the order.

In the Shipping tab, select the Shipping Methods and Freight Terms.

In the Finance tab, select the Accounting Rule, Invoice Source, etc

Save the Record.

Assigning Line flows to Order Transaction Type

Click Assign Work Flow Button in the Transaction Types window. Line Workflow Assignment window opens, Select the Line Type and Process Name and Click OK.

Creating a Document Sequence

Navigate to Order Management Super User Responsibility à Setup à Documents à Define. Document Sequences window opens.

Enter the Name, Application Name as Order Management, Date, Type as Automatic, Initial Value (It can be of any value you want to start from).

Save the Record.

Assigning Document Sequence to the Order Transaction Type

Navigate to Order Management Super User Responsibility à Setup à Documents àAssign. Sequence Assignment window opens.

In the Document tab, enter the Application Name as Order Management, Order Category created and Ledger.

In the Assignment tab, enter the Application Name as Order Management, Order Category created and Sequence Created.

Save the Record.

Now you can check this by creating a Sales Order.

If you select the Order Type, you can see that the Price List is defaulted in the Main tab and Payment Terms, Shipping Method and Freight Terms in the Others tab. Same way you can default many fields by selecting the same while creating the Transaction Type.

Also, you can see the Order Number as 1000 (which we have set as Initial Value while creating the Document Sequence).  

Also, in the Line tab you can see the Line Type corresponding to Order Type is defaulted.