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Table: WSH_DELIVERY_DETAILS Column: RELEASED_STATUS Possible Values: B: Backordered- Line failed to be allocated in Inventory C: Shipped -Line has been shipped D: Cancelled -Line is Cancelled N: Not Ready for Release -Line is not ready to be released R: Ready to Release: Line is ready to be released S: Released to Warehouse: Line has been released to Inventory for processing X: Not Applicable- Line is not applicable for Pick Release Y: Staged- Line has been picked and staged by Inventory Delivery line statuses in detail Not Applicable (Code X) The delivery line can be invoiced but non-shippable, for example, a service line or a warranty line. Not Ready for Release (Code N) The delivery line is not eligible for pick release. This happens when the order line is manually imported into Oracle Shipping Execution using the Import Delivery Line concurrent process or the corresponding order line has not reached the Awaiting Shipping workflow activity.
It remains staged until ship confirm. Occurs when the order line has reached the Awaiting Shipping workflow activity (it is booked. inventory is transferred from storage sub-inventory to staging sub-inventory. Not pick confirmed. If you are using auto-pick confirm. This typically occurs when the Oracle Inventory indicates that there is not enough material (either because there is not enough material or because the inventory balance is incorrect). Backordered (Code B) Some of the circumstances that can causes this status are listed below Pick release has processed the delivery line and cannot find the entire quantity.Ready for Release (Code R) The delivery line is eligible for pick release. 2. navigate to Oracle Inventory Move Order Transaction window and perform manual pick confirm. Found available quantity and created inventory allocations. scheduled. Submitted to Warehouse (Code S) Pick release has processed the delivery line and has: 1. If you are not using auto-pick confirm and want to progress the delivery lines. Staged (Code Y) The delivery line is pick confirmed. . and in Oracle Shipping Execution). it changes release status to Staged. 3. Created move order headers and lines.
all available material has been allocated to a specific customer when you find out additional supply for other orders will be delayed. What is meant by Release Sequence Rules in Oracle apps? Release Sequence Rules determines the order in which inventory is allocated to sales orders. The order in which sales orders are filled could be very important. Departure Date & Shipment Priority. Scheduled Date. Shipped (Code C) The delivery line’s delivery is ship confirmed and posted as in-transit. you: Enter Shipped Quantity that is less than Original Requested Quantity Backorder the entire delivery quantity transfer a reservation to cycle count. between picking and shipping. and the trip is closed. An Order line is eligible if it has completed the prerequisite workflow activities. Has become unavailable. Only orders which meet the criteria and are eligible will be Released. OM Interface and Inventory Interface have processed. such as Schedule . What is Release Rules in Oracle apps? Release Rules define the criteria to be used during Pick Release. for example. Is available and you backorder material for specific business reasons. For example. outstanding Invoice value. 2. Users can choose to allocate by order. This typically occurs when the material that you want to ship: 1. Cancelled (Code D) The order line that the delivery line supports is cancelled.Line or Create Supply. If a company has a problem of running out of material before all of their orders have been filled it is very important that they have filled their most important orders first. At ship confirm. damaged. What is meant by Picking Rules? .
Picking Rule is an Item Attribute. Other options During Pick Release Allocate Inventory to the move order • • Allocating can be done automatically after the move order is created by setting “Auto Allocate” to yes on the Release Sales Order form or postponed until later. suggests which material to use. that was entered on the Release Sales Orders form. will be used to determine in what sequence to fill the move orders. The Release Sequence Rule. Inventory uses the move order to manage material requisitions within an Organization. Note: Picking Rules are covered in Inventory. A Move order is a request for a subinventory transfer from the source (stocking) subinventory to the destination (staging) subinventory. What Happens during Pick Release ? • • • • • • A pre-approved Move Order is automatically created in Inventory. For Example: By using the Pick Slip Grouping Rule "SubInventory" the user can reduce the number of trips to a particular subinventory by grouping all lines for that sub-inventory on to one Pick Slip. Note: A Picking Batch is the total number of Order Lines that were released at one time. A Move order is created for every Sales Order Line that has the status of “Awaiting Shipping” and passes the picking criteria (Use your Release Rules to guide this process). or defaulted from the Shipping Parameters. If there isn’t a Picking Rule associated with the item. Only one staging subinventory is allowed per Picking Batch. then manually allocated from the Transaction Move Orders form. Lot control. What is meant by Pick Slip Grouping Rules? Pick Slip Grouping Rules organize how released order lines are grouped on Pick Slips for ease of picking. . the system will use the Organization’s default Picking Rule which is found on the Shipping Organization’s Parameters. To learn more see Inventory’s users guide. which are created and maintained in Inventory. FIFO (first in first out) or subinventory/locator picking numbers. Create a variety of picking rules and associate them with the appropriate items.Picking Rules. based on inventory controls such as Revision control. The Destination subinventory is the Staging subinventory entered on the Release Sales Orders form or defaulted from the Shipping Parameters.
Detail reservations puts a reservation on specific subinventory. The status of the Sales Order Line.g. locators. If not all of the Move order quantity was transacted the status of the Sales Order Line.• • • • • Move orders use inventory’s picking rules to suggest the material that should be allocated. If it is set to “No” serial numbers can be entered before Pick Confirm from the Move Orders form or after Pick Confirm from the Shipping Transaction form. The status of the unfilled line will be changed to “Awaiting Shipping”. and lots are defaulted on to the move order. is changed to “Picked Partial”. The source defaults can be manually updated from the Transaction Move Orders form. 1. Pick Confirm the move order • • • • • • • • • Pick Confirm can be done automatically during the picking process by setting “Pick Confirm” to yes on the Release Sales Orders form or by unchecking the Pick Confirm Required checkbox in the Organization Parameters form. The Pick Slip Grouping Rule entered on the Release Sales Orders form or defaulted from the Shipping Parameters is used while printing pick slips. revision. Allocating inventory is a prerequisite for printing Pick Slips. The sourcing values for subinventory. moving the material from it’s source location to it’s destination staging location. is changed to “Picked” making it eligible for Ship Confirm. The Pick Confirm transaction executes the subinventory transfer. A high level reservation is placed for the Move Order’s material requirements. Note: A high level reservation puts a reservation on a given quantity.2). or the order is closed or cancelled. Only 1 staging subinventory is supported per picking batch. revisions. and lot number. If there is a shortage of material a shortage messages alerts the appropriate individual. it is suggested that you run your picking process with Auto . Serial Numbers can be allocated if the profile option: INV: Detail Serials = “Yes”. For example if the sales order line needs ten 12” Monitors and you have 15 on hand. the reservation will guarantee that 10 of them will be available for this order but it doesn’t specify which 10. If it is not done automatically during pick release it can be done manually from the Transaction Move Orders form by selecting the Transact button. The high level reservations are replaced with detail reservations. If you transact less than the requested quantity. locator.1 and 1. the Move Order will stay open until the total quantity is transacted. If an organization’s actual picks rarely deviate from the suggested material. which is linked to the Move Order. During Ship Confirm the order line will split into 2 shipment schedules (e.
21:53 Tag: • Order Management / Scheduling is a means of communicating the balance between customer demand and a company’s ability to fulfill an order from current inventory and supply sources. Order scheduling is managed differently from company to company – and Oracle Order Scheduling supports a variety of scheduling environments.wordpress.html Scheduling and Booking Submitted by Anonymous on Fri. Auto Create Deliveries . You can select to have the Picking process automatically group your delivery lines into deliveries to expedite this process.ship and arrival schedule dates) ■ Create demand (Makes demand visible to planning) ■ Reserving (Reserves the line items if the due date is within the reservation time fence) ■ Sets the ship from ■ Calculates the delivery lead time based on as ship method (if you have set up a shipping network) .com/2008/12/08/data-flow-for-11i-order-to-cash-cycle/ http://www.Optional • A delivery is required in order to Ship Confirm. the features that are provided under the umbrella term of scheduling are: ■ Calculating Available-to-Promise (ATP) ■ Scheduling ( Populate dates . The scheduling feature of Oracle Order Management (OM) enables you to determine when items will be available to promise to a customer(ATP).com/2010/07/interview-questions-pick-release. 01/16/2009 .Allocate and Pick Confirmed set to Yes to cut down on the overhead which is required to transact manually.shareoracleapps. http://knoworacle. and reserve on-hand inventory to sales order lines(reservation) SO. schedule the shipment or arrival of order lines based on this availability(Schedule).
Scheduling. The ‘Line Flow .e.Generic’ in the Workflow Builder. For example: Considering the Line Flow – Generic work flow Once the order is Booked. the delivery lead time and the shipping method. the schedule arrival date. The work flow will progress to next stage.Line' sub process in 'Line Flow . The action performs the following: • • • • Determines the source (warehouse) for the order line. Scheduling is done by the workflow process associated with the order line (OEOL). then as part of standard functionality. the work flow completes the Booking activity and proceed to the next stage i. Open the process ‘Line Flow .Generic' process.Line' sub process which looks as below .Double click on the 'Schedule . the scheduling action determines the best warehouse based on the sourcing rules. If the warehouse is entered on the line.Generic’ process looks as below Order will wait at “Wait for Booking” till booking action is performed. When a line is successfully scheduled the VISIBLE_DEMAND_FLAG is set to Yes. the scheduling action uses the requested warehouse and the other scheduling results are based on it. Determines the schedule ship date. Scheduling Process Sales order line would be scheduled for both the ATP as well non-ATP items based on the availability of the item. scheduling will be done by the workflow process. This functionality includes ATO models. automatically reserves the line. Double clicking opens 'Schedule .Scheduling is an action performed on an order line or a group of lines. If the reservation time fence is set and the schedule ship date is within the reservation time fence. either manually or using defaulting rules. When scheduling is not performed during sales order entry (either manually or automatically). . Makes the line visible to the planning applications and consumes supply for the item. If the warehouse is blank. This is when Scheduling is performed.
Scheduling sets the VISIBLE_DEMAND_FLAG. SCHEDULE_STATUS_CODE as soon as the lines are scheduled. the system will attempt to schedule on that date when the schedule action occurs. the latest . If it cannot. the scheduling action calls MRP's scheduling API with the requested arrival date.Once the line is scheduled. and enters that date into the scheduled arrival date field for the line(s). If the customer's request dates are requested arrival dates. the delivery lead time will be considered zero days and the schedule ship date and schedule arrival date will be the same. The API returns the first date on or after the requested arrival date that the items could arrive at the customer location. If you enter a schedule ship date on the order line before performing the schedule action. SCHEDULE_SHIP_DATE is populated into the OE_ORDER_LINES_ALL. The SCHEDULE_SHIP_DATE should be a value between the REQUEST_DATE and the LATEST_ACCEPTABLE_DATE. You can define for each customer the delivery window in days that they will accept by entering the latest schedule limit on the customer window. If the shipping network has not been defined for this combination of locations. the schedule action fails. When you enter an order line. The two columns are independent and are not based on the setups Scheduling by Ship or Arrival Date The request date may be either the requested ship date or the requested arrival date depending on the request date type of the customer. The schedule ship date is calculated by subtracting the delivery lead time (number of days for items to reach the customer once they ship) from the schedule arrival date.
You can schedule using a workflow activity either immediately or in deferred mode. the schedule request fails. Autoschedule The sales order line is scheduled when it is saved. If the action is selected from the . then the scheduling action fails. If it is not within this range. if the schedule date returned is not in the date range of September 10 through September 15. You can schedule from the sales order window by having autoschedule turned on. Alternative Ways to Schedule The scheduling action can be invoked in multiple ways. You can then use the Schedule Orders concurrent program to schedule the lines with exceptions. the scheduling action fails. When the scheduling action occurs.acceptable date is calculated by adding the latest schedule limit to the request date. the latest acceptable date would be September 15. suppose that you have a customer who only accepts orders that ship within 5 days of the request date. but the lines will still be autoscheduled unless the autoschedule check box on the tools menu is unchecked. the schedule date will only be returned if it is between the requested date and the latest acceptable date. If the scheduling action fails in the workflow then the line is moved to scheduling eligible activity. When the scheduling action occurs. the sales order will be opened in Autoschedule mode. Manual You can access the scheduling sub menu either by selecting schedule from the list of activities on the tools menu or by placing your cursor on a line and pressing the right mouse button. If an order or line is on hold and this profile option is No. Note that if autoschedule is turned on the availability window is automatically displayed when the sales order window is opened. You can schedule a line by manually choosing to schedule using the context menu or the tools menu. You would enter 5 in the latest schedule limit fields on the Order Management tab of the customer window. When you enter an order line. For example. You can turn Autoschedule on or off from the sales order window by going to the Tools menu. if the request date is September 10. Selecting schedule from these menus will trigger the scheduling action. 2. If either the Autoschedule check box on the order transaction type is checked or the OM: Autoschedule profile option is Yes. You can control whether OM schedules lines on hold by using the profile option OM: Schedule lines on Hold. You can close the availability window. 1. 3.
You can move schedules in and out based on the item's availability. where a batch of imported orders in Booked status can be mass scheduled. Manual Scheduling Sub-Process In Release 12. Note that the lines may or may not be scheduled and still could be waiting at the activity. These lines are waiting at the schedule-eligible activity. a new scheduling sub-process named Schedule-Line. it applies only to the line or group of lines selected. all the lines on the order will be scheduled. set this profile option to No. Only lines waiting at the Schedule-Eligible workflow activity are selected. The user can select orders based on the order number and other parameters. If the scheduling activity is deferred it will occur after the workflow background process runs and any error messages will be available in the process messages window. the schedule activity is a synchronous activity immediately after booking. lines that have never been scheduled can now be scheduled using the Schedule Orders concurrent program. If the action is selected from the lines tab. lines are blocked at the Schedule-Eligible activity. then the allocated product can be rescheduled to meet other demands . and attempts to schedule them.Generic seeded flow. then you will be able to schedule ATO items on weekends as well.order header tab. then after booking the order. You have two re-scheduling options: Re-Schedule and Re-scheduling with Request Date. However if you require the scheduling to be done only on valid working days. In the Line Flow . You can query scheduled lines and perform a reschedule. Workflow The seeded scheduling workflow activity should be used in the workflow process for your order lines. This program selects all lines that have failed workflow scheduling. and if orders or delivery schedules from suppliers are changed or cancelled. You can progress the Schedule-Eligible activity from Sales Orders window or use the Schedule Orders concurrent program to schedule the lines. If the profile option MSC_OM_IMPORT_PRESCHEDULED is set to Yes. With this type of process. If the new sub-process is used in the line workflow. This is useful for high-volume orders. A new generic line workflow is not provided with this new sub-process. In addition. scheduling will occur immediately after booking. Schedule Orders Concurrent Program The Schedule Orders Concurrent Program functionality has been enhanced in the current release. If you require to use this sub-process you can copy and customize the generic line workflow and replace the new subprocess in place of the existing Schedule – Line sub-process. Scheduling errors will be seen by the person who is booking the order. Please note that lines that have not been booked are not scheduled. Manual is provided to handle cases where you may want to control scheduling manually after the order is booked. Also the enhancements to the Schedule Orders concurrent program enable you to reschedule lines in case there is a change in supply dates or even unschedule lines if they have been scheduled previously. The default is no value entered.
From the Scheduling tab on the Find window of the Order Organizer. If scheduling was successful. Unreserve and perform ATP inquiry. that is. you will see a new window. . depending on the Order Date Type value) or Warehouse (location) when re-scheduling a line. Unpicked. you can perform scheduling actions on lines across orders. Unschedule. but they have the same functionality available in previous releases. Advanced. and assign either a new Schedule Ship Date (this can be Schedule Ship Date or Schedule Arrival date. Reserve. Returns > Schedule Order Scheduling Across Orders Scheduling Across Orders provides the ability to view scheduling attributes of multiple lines across orders. you can Schedule. Those with the role of both CSR and Scheduler have access to all tabs in the Find window of the Order Organizer. From the Scheduling Organizer. the workflow activity will complete with the result of INCOMPLETE. messages will be stored in the Process Messages table and also printed in the logfile. If scheduling was not successful. the scheduling workflow activity will complete with a result of COMPLETE so that the line can progress to the next activity. Submit the scheduling concurrent program by navigating to (N) Orders. and to perform any scheduling action from a single window. you can query lines based on a variety of parameters. or Backordered) Order Status Customer Shipment Priority Schedule Date Ranges Request Date Ranges After performing an intelligent query to display a group of lines. • • • For each line of the order that fails workflow scheduling.earlier or later. Access to the scheduling tab is controlled by the Profile Option OM: Scheduling Role. The line can then be scheduled manually by progressing the order from the sales order window (press the Action button and select Progress Order) or automatically in the next run of the scheduling concurrent program. such as: • • • • • • • • • • • Item Warehouse Request Date Reservation Status (Reserved or Unreserved) Scheduling Status (Scheduled or Unscheduled) Shipping Status (Picked. and Holds Information). but not to other tabs (Order Information. Those with the role of CSR Only do not have access to the Scheduling tab. Scheduling Organizer. Those with the role of Scheduler Only are allowed access to the Scheduling tab. You can query and sort scheduled lines. Line Information.
Scheduling Sets For scheduling functions other than Override ATP. and so on. and decide how to provide supply. • Assemble to Order (ATO) Models • Ship Model Complete (SMC) Pick to Order (PTO) Models • Line Sets • Ship Sets • Arrival Sets . move gross margin to be one of the first three columns on the Scheduling Organizer. By doing so. For instance. you can impact bottom line for a month. Scheduling treats the following groups as scheduling sets. those with the role of Scheduler only will not be allowed to open the Sales Order window from the Scheduling Organizer. • Customer service: View all the lines for a customer. Reserve the lines with the higher gross margins. • Revenue impact: Query up all lines for an item. Which lines need to be scheduled or reserved? • Scheduling: Query all lines that are scheduled to ship on a specific date. and push out the schedule date for those lines as required. and give it to higher priority customers within Scheduling Across Orders. quarter. the role determines whether some actions are available. For these line groups. Order Management may perform the function on only one line or on that line and a group of related lines. Then sort based on gross margin. and pick by prior reservation. the scheduling activity occurs on all the lines of a set. Using Folders. Or query any lines where Override ATP is flagged. Scheduling Across Orders is useful in a variety of business scenarios: • Availability and/or scarce inventory: Who has the reserved items? Which customers have scheduled lines? Which customers have unscheduled lines? If desired. and display gross margin.Additionally. you can take supply away from lower priority customers.
the order quantity unit of measure and the request date. The results for a single line are displayed in a single column in a small window. Calculating ATP requires as input the item. Lines assigned to an Arrival Set within an order will be scheduled with the same requested arrival date and ship to.Scheduling processes the lines of the set together and applies the rules required to honor the set. If lines are in a ship set they will be scheduled from the same warehouse and will have the same requested ship date and ship to. a group of lines. The request date and order quantity unit of measure may be defaulted or manually entered. All lines in a user created arrival set will have the same arrival date and ship to organization. in a PTO model or a ship set you might ship a fragile part using one Shipping Method. User created ship sets. In general the user will enter the item and order quantity on every order line. The results for multi-line ATP are displayed in a table . For instance. ATO models and SMC PTO models are all ship sets. Calculating Available to Promise (ATP) Oracle Order Management enables you to advise your customers when items will be available based on current on-hand inventory plus the expected incoming supply and outgoing demand. They may not have the same Shipping Method. and a heavy part using another Shipping Method. or a complete order. the order quantity. ATP may be calculated for a single line.
It could be the request date if the order quantity is available on the request date. Clicking the Global Availability button located at the bottom of the Availability window opens the ATP window that has the list of warehouses where the item is enabled. if ATP was successful. The available quantity. Request Date: The date on the order line.• • • • • • • • • Warehouse: Either the warehouse on the order line or. A multi-line window displays availability information for sets and models. is also displayed. You can select the warehouses for which you want to see the availability. or it might be a future date when the order quantity will be available Error Message: Any error that occurred in calculating ATP. the substitute item will be displayed. Request Date Qty: The quantity that is available on the requested date Available: The order quantity. whichwill be less than the order quantity. An additional tab. For example. Substitute Item: If the requested item is not available and the requested quantity for a defined substitute is available. the best warehouse as selected by the sourcing rules. Qty Reservable: The on-hand quantity minus the quantity that is already reserved to other sources of demand. and . showing the availability of the substitute item. On-hand Qty: The quantity that is currently in the warehouse. if the Check ATP flag for the item is not selected then this field will display ATP not applicable. if the warehouse on the order line was blank.displayed for single items. if ATP was not successful. Available date: The date that the ordered quantity will be available.
If you are not using ASCP. considering all the possible sources of supply and demand for an ATP calculation can be very complex. If you do not have Oracle Supply Chain Planning fully installed. 5. Sourcing Rules window. supply/demand is set up at the plan level. ATP is calculated automatically during scheduling. If you are using ASCP. 2. However. Therefore.oracleug. Ensure items and options you wish to perform ATP inquires against have the following items attributes properly set: Check ATP ATP Components This includes ATP flag within a Bills of Materials.com/user-guide/order-management/shipping-execution . or item level. some customer service representatives will need to give this information to customers on the phone. For details about setting up ATP rules and running the data collection program. however.the system will return the availability in all the selected warehouses. 1. supply/demand is set up at the plan level. and may be calculated manually by clicking Availability on the Line Items tab of the Sales Order window. There are several steps required for ATP calculations. define simple sourcing information at either the item level and the organization levels. This program is part of the Oracle Advanced Planning and Scheduling application. There is a requirement for ATP calculations to be very fast. Define the Organizations and Application Instance Ids you will wish to collect source ATP data entities from. The ATP calculation is then performed on the summary tables. 4. ATP rules must be defined to determine the sources of supply and demand which are included in the calculation. subinventory.Global Order Promising will only use the infinite time fence specified on the ATP rule. You can define Sourcing Rules within Oracle Supply Chain Planning. Also. a concurrent process known as data collection must be run to summarize the supply and demand picture. you cannot define Sourcing Rules. You may. the data collection program must be run. http://www. ATP Inquiries are performed against a common data store within an application instance. Ensure that ATP rules have been defined and set. The ATP rules must be associated with items and/or inventory organizations. If you are using ASCP. Optionally. determine if you wish to enable item substitutions. 3. You can define ATP Rules and assign them as defaults at the organization. see the setup section of this document. Global Order Promising will only use the infinite time fence specified on the ATP rule. Define your item Sourcing Rules and any Assignment sets you wish to use.
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