Document Sequence (OM Setups)

Define Document Sequences for Order Numbering

Order Management uses AOL Document Sequence functionality for order numbering. You can define document sequences that automatically generate numbers for your sales documents as you enter them. You can define a single document sequence to assign unique consecutive numbers to all your sales documents, or you can define multiple document sequences that are assigned to different order types. In the latter case, an order or return is uniquely identified by its type and its number, since sales documents of different types may share numbers. Sales document numbers cannot contain alphabetic characters.

To define document sequences for order numbering:

1.    Navigate to the Document Sequences window. Order Management > Setup > 

Documents > Define.

2.    You can define the sequence to be Automatic, Gapless or Manual.

• Automatic: The system automatically increment document numbers. Automatic sequences do not guarantee contiguous numbering.

• Gapless: The system guarantees that the numbers returned are contiguous.

• Manual: The user must specify a unique document number.

For all types of numbering, Order Management validates that the number specified by you is unique for a given order type.

For more information on AOL Document Sequences, see the Oracle Applications

System Administrator's Guide - Configuration, Document Sequences.

3.    Enter a name for the document sequence. Specify Oracle Order Management as the Application.

4.    Enter a starting number.

5.    Optionally, enter effective dates for the document sequence.

6.    Save your work.

Note: When sales document Types are defined, a corresponding Document Sequence Category will automatically be created for order types and not for line types. The category created has the same name as the order type. You must navigate to the AOL Assign Document Sequence window to assign a sequence to the newly created category. If the Document Descriptive Flexfield is enabled, you need to specify the governing ledger. The Document Method code should be left blank.

Now how to assign this document sequences to the order types?

A document category is a specific type of document such as a Sales Order or a purchase order. These are used in many Oracle applications for key entities. In Order Management whenever you create an order transaction type the system automatically creates a document category with the same name attached to it, then two document sequence categories are created: one, with the same name as that of the transaction type and the other with the same name as transaction type but appended with the string '-quote'. This is used to assign the numbering sequence to the order type.

Assign document sequences
After defining document sequences and categories, assign document sequences to document categories. Assigning sequences is application and category specific.
You cannot change a document category definition. If you find incorrect information, create a new category with the correct information, re-assign document sequences to the new category, and disable the old category. Either leave alone the existing Category or Disable it cautiously since it may affect other documents using the setting. For that reason disabling cannot be undone.