Business(es) has a requirement to use the customer’s part number instead of our internal number when creating sales order. This will allow us to directly align our sales order process how customers identify products on their Purchase Orders, facilitation smoother order processing, including B2B sales order creation.
Here are the detailed steps to implement the feature.
- Enable the OM features
Navigation: Setup & Maintenance > Actions > Goto Offerings > Select Order Management Offering > Click Opt-In features
On the Opt In page, expand Order Management, then in the row that contains Items in the Name column
- click the pencil.
Expand Search and Select Items More Efficiently, then add a check mark to the Enable attribute for the features.
- click Done.
2. Set up search for your customer item
Navigation: Setup & Maintenance > Tasks: Search > Manage Item Keyword Search Attributes
On the Manage Item Keyword Search Attributes page, click Actions > Select and Add > Search for customer item under Key groups
Click Add > OK
Click Save & Close
3. Setup customer item(s) for Order Management:
Create a relationship between an Oracle Item and Customer Item.
Navigation: Product Management > Product Information Management > Manage Trading Partner Items > Create
Save the changes
Test the setup – Enter Sales Order using customer Part number
On the Catalog line, Search for the item using Customer Part Number ie VM Vario Tablet. We can see that it accepts and returns internal item number.
Add the catalog line item to the add
