Order Management

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    NVD
    Default accounting rule id/invoicing rule id on order
    Topic posted May 7, 2019 by NVDRed Ribbon: 250+ Points, tagged Order Management 
    79 Views, 8 Comments
    Title:
    Default accounting rule id/invoicing rule id on order
    Summary:
    Default accounting rule id/invoicing rule id on order
    Content:

    We have defined a post transformation rule to derive the accounting rule id/invoicing rule id as per metalink note 2234722.1(note says to define pre-transformation), but we dont see the ids getting populated on the order line. Any pointers?

    Comment

     

    • Venkatesh Malapati

      Are the orders created from the UI or through the service? Post-transformation rules are executed only at the time of submitting an order for the orders created from the UI. Pre-transformation rules or on-save extension might be a better place to do the defaulting. Pre-transformation rules are executed in the UI whenever the customer or business unit is entered or when a line is Added.

      • NVD

        HI Venkat, orders are created through UI

        • Venkatesh Malapati

          As mentioned in the earlier update, Post-transformation rules are executed only at the time of submitting an order for the orders created from the UI. Pre-transformation rules or on-save extension might be a better place to do the defaulting. Pre-transformation rules are executed in the UI whenever the customer or business unit or order type is entered or when a line is Added.

    • Shyam Singh Patel

      Hi,

      Please Run Collection First. then go to Setup and Maintenance>Review Collected Order Reference Data>Order Orchestration Reference Objects > Search " Accounting Rule" Click Find> Copy Lookup Code or Name Column Field data which you want to use.

      Repeat same for Invoice Rule.

      Go to Post Transformation Rule and put it there 

      Regards
      Shyam

    • Shyam Singh Patel

      Query which Entity types have been collected - 1

      select 
          entity_name,
          attribute_name
      from 
          msc_xref_mapping
      group by 
          entity_name,
          attribute_name
      order by 
          1,2


      Verify collection of specific Entity Type

      select 
          mai.instance_code,
          mxm.sr_instance_id,
          mxm.entity_name,
          mxm.attribute_name,
          mxm.source_value,
          mxm.target_value
      from 
          msc_xref_mapping mxm,
          msc_apps_instances mai
      where 
          mai.instance_id = mxm.sr_instance_id and
          entity_name = 'UOM_CODES'
      order by 
          1,3,4

      Lookup Type 

      select * from FND_lookup_values  where lookup_type =  'ORA_DOO_LINE_TYPES'
      and language = 'US' order by LOOKUP_CODE asc

    • Venkatesh Malapati

      It is recommended to use the Manage Pretransformation Rules for Sales Orders setup as it provides an option to write rules based of values instead of ids. It is highly recommended to not use the ids as the ids change from test to production and if T2P is being used for rules migration then the rules need to be modified to use the right values. Also if these are being defaulted based of the item, then the rule can be written to default based of the item definition as shown in the attached document without hard coding of the ids in the rule.

      The other option is to write an Order Management extension to default the Accounting/Invoicing Rule from either the item or from a customer DFF based on the requirement. Are the values in your case being defaulted always to one specific Accounting & Invoicing rule or they vary based on customer & item?

      • NVD

        HI Venkatesh, I am noticing an issue with this, for some reason this is not firing for the order that i have imported through web service. Accounting rule/invoicing rule are defaulted only for first line and rest of them its not defaulting.

    • NVD

      After collections its working, thank you