Oracle R12 Order Management – Defaulting Rules Setup:

Oracle R12 Order Management – Defaulting Rules Setup:

Oracle Order Management Defaulting rules is used to default certain fields on sales order headers or sales order lines level.

Order Management Defaulting Rules reduce the amount of data input required when users enters the orders or returns. Business rules can be defined for defaulting values and prioritize how conditions and validation rules are implemented.

Oracle Apps R12 provide both seeded and user defined defaulting rules. Defaulting condition templates can be used to build user’s own rules and conditions to default these fields.

Defining Defaulting Rule:

Navigation:

India Local Order Management Responsibility > Oracle Order Management > Setup > Rules > Defaulting

Defaulting Setup:

Application: Application field displays the application context for the entity displayed.

Entity: Entity field displays the name of the object for which defaulting rules and conditions are being defined such as the order line. Order Management have the following options:

Order Header

Order Line

Order Payment

Line Payment

Defaulting Condition Templates: Defaulting conditions enables to define conditions that can be used to dictate when an attribute is sourced and defaulted. Select an existing condition name if needed to update the associated validation rules or add a new condition name with associated validation rules.

Attributes Block:

Defaulting Sequence: This field enables a user to assign the sequence (priority) number in which this attribute should be defaulted.

Attribute: This field stores the name of available attributes. Values are currently displayed based upon the entity selected.

Include in Building Defaulting Conditions check box: This check box indicates whether an attribute can be used in defining conditions for the entity selected. This check box is for display purposes only, and is non-updateable.

Defaulting Rules:

Defaulting Condition Block:

Precedence: Enter a value in the Precedence field to determine the precedence when resolving multiple TRUE defaulting conditions.

Defaulting Condition: Select a condition from the LOV and then enter the defaulting rules to be used if this defaulting condition is TRUE.

Enabled: If the check box is enabled to enable the defaulting condition. If not selected, the defaulting condition is disabled and the rules and condition associated with this condition are not used in default possessing.

Seeded: This check box is for the field Seeded cannot be updated.

Default Sourcing Rules:

Sequence: Select the priority sequence in which to retrieve the default for this attribute.

Source Type: Select the Source Type from the LOV. Defaulting source type determines data entry in the Default Source/Value field.

OM Source Types & Actions 

Source Type	Actions
Constant Value	Enter the default constant value.
Application Profile	Select the profile option from where you want to retrieve the default value.
Same Record	Select the attribute on the same record from where you want to retrieve the default value.
Related Record	Object--Select the related object. Attribute--Select the attribute on the related object from where you want to retrieve the default value.
System Variable	Expression--Enter the system expression to be evaluated to obtain the default value. (E.g. System Date.)
PL/SQL API	You can write a custom API to obtain a default value if the value cannot be obtained using other source types such as, the default order number from a sequence.
WAD	Attribute
WAD	Object Attribute

Example:

A defaulting rule to be defined, for a specific Price List should default to the Sales Order Header window. Define a sequence (priority) in which Order Management to search for a Price List.

Sequence to be defined, so that order management will look for the price list from an Agreement for a Price List, followed by the Ship To Location and then the Order Type.

Default Sourcing Rules Setup for the example

Sequence	Defaulting Sources	Source Field or Value
1	Related Record	Agreement.Price List
2	Related Record	Ship To Location.Price List
3	Related Record	Order Type.Price List