Order Management: Profile Options

During implementation, you set a value for each user profile option to specify how Order Management controls access to and processes data.

Profile Categories

Profiles have been categorized so that they can be easily classified or grouped. The following table displays the profile categories and the profile options that belong to each one. Some profile options belong to more than one category and are indicated in the table below.

Profile Category Name	Profile Option(s)
Configurations	OM: Allow model  fulfilment without configuration;
	OM: Configuration Quick Save;
	OM: Copy Model DFF to child lines;
	OM: Included Item Freeze Method;
	OM: Party Totals Currency;
	OM: Use Configurator;
Customer Usage	OM: Add Customer;
	OM: Add Customer (Order Import);
	OM: Create Account Information;
	OM: E-Mail Required on New Customers;
	OM: Party Totals Currency;
	OM: Sales Order Form: Restrict Customers
Debug	OM: Debug Log Directory;
	OM: Debug Level;
	OM: Generate Diagnostics for Error Activities;
Deployment	OM: DBI Installation;
	OM: Orders Purge Per Commit;
	OM: New EDI Acknowledgment Framework;
	OM: Printed Document Extension Class Name;
	OM: Use Configurator;
Electronic Messaging	OM: Change SO Response Required;
	OM: Electronic Message Integration Event Sources
	OM: New EDI Acknowledgment Framework;
	OM: Order Accept State for XML;
	OM: Run Order Import for XML;
	OM: Send Acknowledgment for Change PO Response;
Forms UI	OM: Add Customer;
	OM: Administer Public Queries;
	OM: Automatically Open Related Items Window;
	OM: Contact Center Actions Menu Name;
	OM: Cust Item Shows Matches;
	OM: Display Actions Button vs. Poplist;
	OM: Display Current Selections in Pricing/Availability;
	OM: Enable Related Items and Manual Substitutions;
	OM: Item View Method;
	OM: Quick Sales Order Form: Auto Refresh;
	OM: Quick Sales Order Form: Defer Pricing;
	OM: Sales Order Form: Cascade Header Changes to Line;
	OM: Sales Order Form: Refresh Method (Query Coordination);
	OM: Sales Order Form: Restrict Customers;
	OM: Sales Order navigation from Pricing/Availability form;
	OM: Sales Orders Form preference;
	OM: Scheduling Role;
	OM: Show Line Details;
	OM: Show Process Messages Flag;
	OM: Use Configurator;
	OM: View Cancel Lines;
	OM: View Closed Lines;
	OM: View Pricing & Availability Information in Related Items;
Fulfillment	OM: Allow model fulfillment without configuration;
	OM: Included Item Freeze Method;
	OM: Over Return Tolerance;
	OM: Over Shipment Tolerance;
	OM: Population Of Buyer Code For Dropship Lines;
	OM: Source Code;
	OM: Under Return Tolerance;
	OM: Under Shipment Tolerance;
	OM: Automatically Interface Lines to IB on Fulfillment
Holds	OM: Modify Seeded Holds;
	OM: Prevent Booking for Line Generic Holds;
Invoicing	OM: Interface freight tax code from line;
	OM: Invoice Numbering Method;
	OM: Set Receivables Transaction Date as Current Date for Non-Shippable Lines;
	OM: View Intercompany AR Invoice
Item Usage	OM: Customer Item Shows Matches;
	OM: Enable Related Items and Manual Substitutions;
	OM: Item Flexfield;
	OM: Restrict Customer Items for Line Level Ship To Address;
Logistics	OM: Sequence for TP Ship/Deliver Deadline;
	OM: Source for TP Early Ship/Deliver Date;
Order Import	OM: Add Customer (Order Import);
	OM: Import Multiple Shipments;
	OM: Unique Order Source, Orig Sys Document Ref Combination For Each Customer;
Payments	OM: Commitment Sequencing;
	OM: Credit Card Privileges;
	OM: Preserve External Credit Balances
Portal UI	OM: Customer Service Feedback;
	OM: Customer Service Report Defect;
	OM: Records On Summary Page For External Users;
Pricing	OM: Charges For Backorders;
	OM: Charges for included item;
	OM: Charging Privilege;
	OM: Discounting Privileges;
	OM: Enable Group pricing for DSP lines;
	OM: Item Change Honors Frozen Price;
	OM: List Price Override Privilege;
	OM: Negative Pricing;
	OM: Promotion Limit Violation Action;
	OM: Send Changed Lines to Pricing;
	OM:Unit Price Precision Type;
	OM: UOM Class for Charge Periodicity;
	OM: Price Adjustment Modifier for AIA Order Lines
Returns	OM: Customer Service Feedback;
	OM: Customer Service Report Defect;
	OM: Over Return Tolerance;
	OM: Notification Approver;
	OM: Return Item Mismatch Action;
	OM: Return Unfulfilled Referenced Line Action;
	OM: Under Return Tolerance;
Scheduling	OM: Assign New Set For Each Line;
	OM: Authorized To Override ATP;
	OM: Auto Push Group Date;
	OM: AutoSchedule;
	OM: Enforce Shipping Method for Ship Sets;
	OM: Schedule ATO Item Without BOM;
	OM: Scheduling Role;
Security	OM: Add Customer;
	OM: Add Customer (Order Import);
	OM: Administer Public Queries;
	OM: Authorized To Override ATP;
	OM: Cascade Service;
	OM: Charging Privilege;
	OM: Create Account Information;
	OM: Credit Card Privileges;
	OM: Discounting Privileges;
	OM: List Price Override Privilege;
	OM: Modify Seeded Holds;
	OM: Scheduling Role;
	OM: Authorized To Override ATP;
Service	OM: Cascade Service;
Transaction Entry	OM: Apply Automatic Attachments;
	OM: Cascade Service;
	OM: Configuration Quick Save;
	OM: Copy Model dff to child lines;
	OM: Default Blanket Agreement Type;
	OM: Default Blanket Transaction Phase;
	OM: Default Sales Transaction Phase;
	OM: Default Salesrep;
	OM: Display New Order After Copy
	OM:Enforce check for duplicate Purchase Orders;
	OM: Generic Update Constraints Apply to DFF?;
	OM: Prevent Booking for Line Generic Holds;
	OM: Return Item Mismatch Action;
	OM: Return Unfulfilled Referenced Line Action;
Upgrade	OM: Context Responsibility for Upgraded Orders;
	OM: Notification Approver;

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Party:

In business transactions, various players participate in the purchase and sale of product or services. A party refers to an entity involved in such business transactions. It can be an organization, a person or a relationship.

A party is an entity which can enter into business with another party.

A party is defined by its information and not by relationships with other parties. E.g. the name Vision Corporation is part of the definition of a party with the organization party type.

A relationship is defined by the characteristics or terms and condition of that relationship. The definition of a party is independent of its relationship. E.g. a party, named Jeremy Smith, with the party type of Person exists independent of any relationship entered by Jeremy Smith.

Party Site:

A party site is the location linked to a party indicating that the party’s usage of location.

A location is a point in geographical space described by a street address.

A Party Relationship is a binary relationship between two parties such as a partnership.

A contact point is a means of contacting a party. E.g. the contact numbers, email address of a party.

 

Customer:

A customer is an organization or a person with whom you have a selling relationship.

This relationship can result from purchasing or products and services or from the negotiation of terms and conditions that provides the basis for future purchases.

A customer account represents the business relationship that a party can enter into with another party.

Customer Account:

This contains the terms and conditions for doing business. E.g. if a division of Vision Distribution is a customer, then you can open a commercial account for purchases to be made for its internal use. You can also open a reseller account for purchases made for sales of your products to end users.

You can create multiple customer accounts for a party to maintain information about categories of business activities. E.g. to track invoices for different types of purchases, you can maintain two accounts, one for purchasing office supplies and another for purchasing furniture.

You can also maintain multiple accounts for a customer that transacts with more than one line of business in your organization. For this, you maintain separate customer profiles, addresses, and contacts for each customer accounts.

Contact:

A contact communicates for or acts on behalf of a party or a customer account.

A contact can exist for a customer at the account or the address level.

A person usually acts as a contact for an organization but at the same time can also be a contact for another person, e.g. an administrative assistant can be a contact for an executive.

Party Registry:

This stores information about relationships between parties, such as organizational hierarchies, business relationships, personal relationships, and organizational contacts.

This also stores the reciprocal data for the relationships.

Party Model:

In the party model, a single record represents both a prospect and a customer. Till the time, the customer terms are established, the record represents a prospect. After the terms are recorded, the same record represents the entity as your customer. So there are no separate lists to maintain and reconcile.

Each Application uses different features of the party model. For instance, the customer relationship management (CRM) suite application use more details about party relationships and new prospects. The receivables and order management use more of the customer accounts.

The Party model contains a unique set of information about a person, organization or relationship. The tables store information such as parties, addresses and bank accounts. You can interact with the party model through customer forms, party interfaces, or party and customer account merge.

Customer forms are used for online entry and query of customer account information.

Party Interface is used for batch load of party information.

Party and customer account merge is used if a party is entered incorrectly, in duplicate or due to a business consolidation.

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