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Home arrow Contributors arrow Steps to Setup Blanket Sales Agreement Transaction Types
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Steps to Setup Blanket Sales Agreement Transaction Types | Print |  E-mail
Written by Anil Passi   
Thursday, 05 July 2007

Blanket Sales Agreements are used when we have specific characteristics related to a purchasing agreement between a customer and a supplier. These characteristics include the date range of the agreement, the items included, the price of the items, the quantity of each item that the parties committed to, as well as other attributes, like freight or payment terms. Once a Blanket Sales Agreement is entered for a customer, multiple releases (sales orders) against the Blanket Sales Agreement are processed over a period of time within Order Management.


The order is fulfilled and billed according to the terms of the Blanket Sales Agreement. Tracking information will also be accumulated for Blanket Sales Agreements, such as, quantity fulfilled, and Price value fulfilled of released lines. This information is used to view status of orders executed against a Blanket Sales Agreement.



Following are steps to create transaction type to use in Order Management Blanket Sale Agreement:


  1. Set up an Order Transaction Type:


Logon to order Management Super User Responsibility


Navigate to

Setup  Transaction Types  Define



  1. Select Operating Unit Name by clicking list button automatically get value from

Value: - MO: Operating Unit Profile Here in my case it’s Vision Operations


  1. Enter a name and description :-

Value: - Name: - XX Blanket Agreement

Value: - Description: - Blanket Agreement Transaction Type for Demonstration.


  1. Enter the Effective Date

Value: - From Date = sysdate

  1. For Transaction Type Code

Value: - 'Order' from List of Values

  1. Sale Document Type

Value: - ' Blanket Sales Agreement' from List of Values

  1. For Order Category

Value: - 'Order' From List of Values

  1. For the Order Workflow

Value: - Order Work Flow is not required for Blanket Agreement.

  1. For the Layout Template

Value: - Blanket Sales Agreement RTF Template This will help out you in print generation


Once this information is saved, a Document Category will be created automatically



  1. Set up Document Sequence


Navigate to


Setup  Documents  Define

  1. Specify a Name for your sequence

Value: - XX_Blanket

  1. Application,

Value: - 'Oracle Order Management'

  1. Effective from Date

Value: - System Date is by Default There

  1. Set the Type

Value: - ‘Automatic’ Automatic Sequence

  1. Message

Value: - Uncheck Check the Message check box if you want each document to display a message (in the message line near the bottom of the screen) informing the user of the sequence name and value (number).

  1. Initial Value

Value: - 111




  1. Set up Document Assignment


Navigate to

Setup  Documents  Assign

Fill as under


Document (Tab)


  1. Application

Value: - 'Oracle Order Management'

  1. Category

Value: - Order Transaction Type defined above “XX Blanket Agreement”

  1. Set of Books,

Value: - Set of Books for this Organization “Vision Operations (USA)”

  1. Method

Value: - ‘Null’


Assignment (Tab)


  1. Start Date

Value: - Should be greater then or equal to document sequence start date

  1. Sequence,

Value: - Sequence Defined Above “XX_Blanket”








  1. Set up Default Transaction Type


If you want to assign This Transaction Type as Defaults for all your blanket agreement then update profile “OM: Default Blanket Agreement Type”

  1. Enter Blanket Agreement


Navigate to

Blanket Sale Agreement  Blanket Sale Agreement


Fill the form as follows


Look at the number it is same as we defined in Sequence Number Initial value

Comments (2)add
written by Haitham Montaser , August 07, 2007
sooooooooo cool dear but what you continue?would you continue with making even a release
and submit a draft (what is the purpose of draft here please)
need info on self running demos on oracle apps
written by Vidya , October 22, 2007
i need info on availaility of self running demos on oracle apps
i browsed through http://gehlpad.oracleicenter.c...p_id=18905
now this is not working
appreciate an early reply
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