Lines Information
The Lines tab is used to enter the lines of each Sales Order. The fields are named in such a way to align with the EBS form.
Lines Tab
Pricing Tab
Calculating Selling and List Prices
The ‘Calculate Price Flag’ column controls how Oracle determines the selling and list prices. The options provided are:
• Calculate Price – If this option is used then Oracle will calculate the selling and list prices so these values can be left blank in your worksheet. Any list and selling prices entered into your worksheet will be ignored.
• Freeze Price – If this option is selected any prices you enter in the ‘Selling Price’ and ‘List Price’ will be populated into Oracle (overriding Oracle’s calculations). If these fields are left blank, then no value will be populated in Oracle.
• Partial Price – If this option is selected in ‘Create’ mode the values entered in the ‘List Price’ will be uploaded into Oracle as the ‘Selling Price’ and ‘List Price’. Any value entered in the ‘Selling Price’ field will be ignored.
Note - ‘Partial Price’ is dependent on your set up in Oracle and extensive testing should be undertaken when using this option.
If you need to override the ‘Selling Price’ and leave Oracle to calculate the ‘List Price’ please follow these steps:
1. Set the upload option to ‘Create’ and enter ‘Calculate Price’ in the ‘Calculate Price Flag’ field. This will set Oracle to calculate the selling and list prices.
2. Change the upload option to ‘Update’ and enter ‘Freeze Price’ in the ‘Calculate Price Flag’ field. Then enter the price you require in the ‘selling price’ field and update your record. This will update the selling price in Oracle to the price entered in the spreadsheet (Oracle will not override this) and will leave the list price.
Shipping Tab
Addresses Tab
Services Tab
For Service Reference Type ‘Order’, the service reference information includes order number, line, shipment and option numbers which are available from a list of values.
Functionality is not yet available for Service Reference Type ‘Customer Product’.
Select ‘CURRENT’ if you want to reference the service line to the current order being created. The ‘Service Ref Order Number’ can be selected from the list of values. If no values are available, then you need to enter the line number manually to link to the Sales Order line number.
The Service Start and End Dates determine the duration of the service program. Enter either the End Date or Service Duration.
Specify the ‘Service Period’ such as day, month, or year - or whatever is set up against the ‘Internal Item’ in Oracle.
‘Service Reason’ and any additional comments for the service program are available in the form.
Other Tab
