Order Line Sets in Oracle Order

Management
eoracleapps.blogspot.com

12/03/15

Introduction

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This presentation is about how to Create Line

Sets like Ship / Arrival / Fulfillment in Oracle
Order Management and Functionality as well as
advantages of having line sets.
This presentation is about R12.
I am Oracle Apps/BPEL/Workflow Analyst and
blogger with 14+ Years of Experience.
eoracleapps@hotmail.com
Blog eoracleapps.blogspot.com

Topics of Discussion

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What are Order Line Sets and what are various features by Line Sets
How to Create Line Sets ( Ship / Arrival/Fulfillmet) in Oracle Order
Management.
How Sets got Closed.

Order Line Sets Functionality

Order Management allows for the creation and usage of Line Sets based upon common order
line attributes.There are 3 type of Sets (Ship/Arrival/Fulfillment).
Ship sets ensure that at the time of ship confirm, all lines within the set are picked and shipped
together, if all the lines in the ship/arrival set not not shipped/arrived , then shipped lines will wait
for all the non-shipped lines and workflow for these fulfilled line will be at ship_line-notify
workflow activity.
Lines will be part of same ShipSet, if
Ship From and Ship To Organization (a null value within either of these fields is not valid)
Same Scheduled Ship Date
Also we have Shipping Parameter enforce Ship Sets to enforce ship set, if we set this option
enable then system will throw an Warning message if user try to ship the lines in the ship set
and any of the lines in the ship set is not available for picking.
Arrival sets ensure all order lines within the set definition are scheduled to arrive at a customer
site on the same date regardless of shipping method and ship to location.
Order lines can be automatically added to either an Arrival or Ship Set (but not both) if you
enable header level defaulting of sets. You enable header level defaulting of order lines to sets
(either Arrival or Ship Sets only) automatically by customer site. select the appropriate check
box (Arrival Sets or Ship Sets) within the Standard Customer window, Order Management tab.
You cannot create a Defaulting Rule using the entity Order Header to default a value for set
details. This functionality is unavailable.

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Order Line Sets - Functionality

Fulfillment set ensures that all the lines in the Fulfillment Set fulfill together. if all the lines in
the fulfillment set not not fulfilled , then fulfilled lines will wait for all the non-fulfilled lines and
workflow for these fulfilled line will be at fulfill_notify workflow activity and flow_status-code
for these lines will be Awaiting fulfillment

If the function you are performing cannot be completed because an appropriate Set
definition for the current order is not present, the New Set pop up window will display,
enabling you to enter a new set.For example, you wish to move an existing order line from an
Arrival Set to a Ship Set, but a Ship set definition is not present for the current order, Order
Management display the New Set pop up window, and instead perform the Add set
function.Enter the Set name and click OK to create and add the order line to the new set, or
click Cancel to cancel the creation of the new set.

Sets cannot span multiple orders; sets are limited to the order for which they are created.
If a set attribute changes for one order line within a set, then the attribute is cascaded to all
order lines within the set. This results in a set definition update

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Order Line Sets - Functionality

We have user defined as well as System defined Sets.User Defined Set created from UI ,
and system defined sets (inherent sets) are automatically created under certain conditions
when order lines are saved. System controlled sets are automatically created for order lines
that contain ATO configurations and Ship Model complete PTO configurations.

If you move or remove an order line from a set, and the order line is the only line within a
set definition, the set definition is not deleted. The definition of the set can the be used to
add/create order lines within the set definition, until the order is closed.

When moving or removing an order line from a set, Order Management will automatically
update the Wait workflow activity associated with any order line within the set that may be
have been awaiting the completion for the line moved/removed from a set. You cannot
unschedule an order line if it is part of set. If an order line is part of a set, and you wish to
unschedule the line, you must remove the line from the set prior to unscheduling the line.

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Order Line Sets - Functionality

When you perform any set function, order line scheduling always occurs for the line
selected, and if the line is part of a set, scheduling always occurs for all lines within the
set.
If successful, order line updates have been committed and are displayed within the
Sales Order Lines, Shipping tab window. If unsuccessful, an appropriate error message
is displayed. No updates will occur. For example, suppose you wish to move an order
line from arrival set ABC to arrival set CDF. The results of the insert may fail if the
scheduled arrival date of the set ABC is earlier than the scheduled arrival date of CDF.

If the Latest Acceptable Date does not exceed the Infinite Supply Time Fence, then
the Sales Order line will schedule depending upon the option selected for the latest
Acceptable Date in the Scheduling flexibility.

Whenever you perform any set function, with the exception of defining a new set,
Order Management enforces the following two conditions:
1. The set selected must be Active.
2. The order line you selected to perform a set function against must be able to inherit
the identifying attributes of the set selected.
Note: If you are defining a new set, Order Management will validate order line attributes
entered or defaulted against existing set functionality.
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How to Define Sets

You may define, add, or move order lines to sets by choosing one of the following methods
within the Sales Order Lines window:

Using the mouse Right click feature.Here you highlight the order line that you want to add
in the set and then Right click and Navigate to Sets from the Dropdown Menu and Select
the appropriate function like

New ( Create New Set)

Add to Set (add the line in the existing Set).

Above hold goods for all the 3 sets ( Ship / Arrival /Fulfillment).
Adding /Updating the set name directly into the Ship Set/Arrival Set Field in the Order
Management UI.Please Note that at any time an Order line will be part of either Shipset
or Arrival Set , It cant be include in both the set at same try. Trying so result in error
message ( as shown in next slide).
Also we dont have option to define Fulfillment from the Order Line UI , You must use the
right mouse click features when defining a Fulfillment set.

Set functions are unavailable for non shippable order lines.Reason Why on earth you
want to assign ship/arrival set to lines that we are not going to ship at all.
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How to Define Ship/Fulfillment Set

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Lines Sets

How to Define Ship/Fulfillment Set

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Lines Sets

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How to Define Ship/Fulfillment Set

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Lines Sets

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How to Define Ship/Fulfillment Set

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Lines Sets

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How to Define Ship/Fulfillment Set

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Lines Sets

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How to Define Ship/Fulfillment Set

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Lines Sets

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Advantages of the Sets

Assist in reducing shipping costs as we shipped/fulfill together.Many a time your customer want
you to ship/Invoice all the Items together , that help you as well as them in reducing Shipping and
data processing (invoice printing etc) cost. Like Amazon.com

Enable you to deliver complete order quantities to specified customers on mutually Order
Management Processes.

Specify models and kits can only be shipped complete, not partially

Enable you to perform functions as a group instead of individually.

Add a Split Shipment (backordered line) line to a new or existing Ship Set.

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Set Status

Order Management Sets are either Active or Closed.

A Set is Active until one or all of the lines within the set are shipped.
A Set is Closed when one or all order lines within a set have been either shipped,
fulfilled, or based upon the arrival date if it is a arrival set.( As shown in Below 2 Slides).
If one order line within a set is shipped, then all remaining lines within the set are
removed from the set definition if they are also not shipped and the set Closed.You cannot
add or remove order lines to a closed set.
Sets cannot span multiple orders

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Set Status

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Lines Sets

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Set Status

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Lines Sets

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Set Status

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Lines Sets

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Set Status

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Lines Sets

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Additional Info.
You cannot add or remove order lines to a closed set.

If a line that is a part of a ship set is split by the system, you will receive a message
informing you of the split. When the Ship Confirm process is initiated, the split line is
removed from the original Ship Set and will not be automatically assigned to any Ship
Set

ATO configuration or Ship Model complete PTO model are always included in system
defined sets. If either is included within a user defined set, both the model line and all
option lines are automatically included in the user defined set
definition, provided validation is successful.
If you remove a model or parent item from a set, all option lines are automatically
removed from the set. To perform any set operations for a model is on the parent.

Order Management has validations to restrict functions against a set; once a set is
defined, if any line within a set is shipped, the set is considered closed and the set
definition cannot be modified.

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Removal of line from the Sets

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Lines Sets

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Q&A
Feel free to contact me for any question
related to this Topic

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