Drop Ship Sales Order Cycle In Order Management [ID 749139.

1] Modified 15-OCT-2010 Type BULLETIN Status PUBLISHED In this Document
Purpose Scope and Application Scenario Drop Ship Sales Order Cycle In Order Management Setup Steps Create item Add Item to Price List Profile Options PO Buyer Testflow Steps Create Order PO Requisition Import Auto Create PO Approve Purchase Order Receiving Close Order

Applies to:
Oracle Order Management - Version: 11.5.9 to 12.0.6 - Release: 11.5 to 12.0 Information in this document applies to any platform. ***Checked for relevance on 15-OCT-2010***

Purpose
The purpose of this page is to help Customers and Support Engineers build an Drop Ship Sales Order testcase.

Scope and Application
This note is intended for any users who tries to a Drop Shipment cycle in Order Management. This scope of this note is to understand and perform a test case. Examples are provided here works in Internal Instance and can be used on a caveat emptor basis. The screenshots were taken from an 11.5.10 CU2 instance.

Scenario
The business has a sales order request for a product that neither stocked nor produced. It has agreed with a third party supplier that they will ship the product to end-customer on its behalf. The business pays the third party supplier for the product and bills the end-

.customer.Go to Tools -> Copy From . If the Setup Steps are completed already.The Setup Steps include the relevant setup needed to create an Internal Sales Orders testcase. Drop Ship Sales Order Cycle In Order Management Setup Steps Login User : OPERATIONS / WELCOME Responsibility : Order Management Super User.Select organization V1 (Vision Operations) .Go to the Order Management tab and confirm the following is enabled Customer ordered Customer Orders Enabled . the user can go directly to the Testflow Steps.Change to the Purchasing tab and assign a purchase price and the Default Buyer (Optional) . Vision Operations (USA) Create item 1. Some of these steps only require viewing the setup that already exists in the Vision environment.Enter Item Name and Description (with XX=user's initials) Item : XX DrpShp F1I1 Description : XX Drop Ship test Flow 1 Item 1 . Create Item .Apply the 'Purchased Item' template .Navigate to Inventory -> Items -> Master Items .

.Set the profile value as follows: Set value to Null to have system retrieve the buyer information from the master item Set the value to Order Creator to let the system retrieve the buyer information from the employee id creating the sales order.Save the record Add Item to Price List 2. Note that the sales people need to be defined as buyers in PO . . .Click on the New button in the tool bar. then click on Save Product Context: Item Product Attribute: Item Number Product Value: XX DrpShp F1I1 Value: 10 (or any other value) Leave other fields with default values Profile Options 3. enter the following information.Query up 'Corporate' and go to the List Lines zone. Verify profile options .Change to System Administrator Responsibility .Navigate to Profile -> System.Navigate to Pricing -> Price List-> Price List Setup. Assign a sales price to the item .Save the record . Confirm it is active. Query up profile called OM: Population of Buyer Code for Dropship Lines .Go to Tools -> Organization Assignment Check M1 .

navigate to Security -> User -> Define .PO Buyer 4.Change to Order Management Super User. Setup PO Buyer .Navigate to Orders.Query up the user name and make sure it has an employee name .Using System Administrator Responsibility.Enter the following information In header select requisition type Customer Number: 1006 Order type: Order Only (Mixed can also use be used) Price List: Corporate Leave all other fields with default values Go to the lines and enter the item Item : XX DrpShp F1I1 Quantity : 2 . Vision Operations (USA) Create Order 1.Enter the employee information Testflow Steps Login User : OPERATIONS/WELCOME Responsibility : Order Management Super User.Returns -> Sales Orders . Create and Book a sales order .Click New Buyer button (if buyer is not yet setup) . Navigate to Purchasing-> Setup ->Personnel -> Buyers . Vision Operations (USA).

Navigate to Orders.Verify the line status and WF status While still on the line.10 or up) should have propagated to the data in the PO interface table. Destination_type_code.Go to View -> Requests and verify that the concurrent has completed successfully 3. quantity. click on Tools -> Workflow Status in the toolbar The WF status may be at Purchase Release . change to Lines tab and change quantity from 2 to 10 and save the form . Run the Workflow Background Process concurrent program to progress the order line (if this is not scheduled) Navigate to Reports.5.Returns -> Sales Orders and query up the sales order .At this point the changes (if release is 11.Change to Lines tab and verify the Line status is at Awaiting receipt . Check the field Status.Deferred status (unless the WF Background process already run) 2.In the sales order. transaction_id . Requests -> Run Requests Select Single Request and then select '''Workflow Background Process''' Enter Item Type= OM Order Line Process Deferred=Yes Process Timeout=No Click on Submit . Confirm the order line progressed .UOM : Default value Source Type: External Receiving Organization: M1 Save the order and take note of the order number . interface_source_line_id . Make changes to the item quantity (11i10 release and up) . It may still be in Booked While still on the line. click on Tools -> Workflow Status in the menubar The WF status should be at Ship .notified status 4.Verify the line status and WF status Go to the order line. Run the following query to confirm it: select interface_source_code.

Go to Purchasing -> Reports -> Run . process_flag.Submit the concurrent request . PO Requisition Import 5.Returns -> Requisition Import.This option is also available under '''Order Management Super User.Go to View -> Requests and verify the presence of Parent and Child requests (Requisition Import and Create Releases). Vision Operations (USA)'''. trunc(creation_date) from po_requisitions_interface_all where interface_source_code = 'ORDER ENTRY' and interface_source_line_id in ( select drop_ship_source_id from OE_DROP_SHIP_SOURCES where header_id = &order_hdr_id and line_id = &order_line_id).Enter the following parameter values and leave the rest as default Import Source : ORDER ENTRY Initiate Approval after ReqImport : Yes . .In the sales order form Go to the Lines tab Click on Actions button Choose Additional Line information Change to Drop Ship tab Take note of the Number field. and that they have completed successfully. . Run PO Requisition Import concurrent request . There should be an indication on successful import and creation of the requisition 4. This is the PO requisition number . Identify the PO requisition number .Select requisition Import from the LOV .View the output of the Requisition Import by clicking on the View Output button. via Orders. request_id..

Click on the Find button 6.5.Navigate to Purchasing -> Autocreate Requisition : 5698 Click on Find button Select the requisition line Action : Create . (optional) Change Order quantity in the sales order form to test changes propagation In the sales order form Query up the Drop Ship order Change to lines tab Replace the quantity value from 10 to 20 Save the form . Autocreate the PO based on the requisition . enter Sales Order number .Query the requisition by using the requisition number or using the following criteria Type: Purchase Import source : ORDER ENTRY Under Related Documents tab. View the PO requisition information .Verify the quantity changes propagated to the PO requisition Navigate Purchasing -> Requisitions -> Requisition summary Query the requisition by using the requisition number In the Requisition Header Summary. click on Lines button and check the line quantity Auto Create PO 7.Navigate Purchasing -> Requisitions -> Requisition summary .

In the New document Window Choose a supplier from the LOV Select a Supplier Site from the LOV click on Create button .Document type : Standard PO Click on Automatic button . click on approve button . Approve the Purchase Order .If the user has approver privileges (Operation user does) check Submit for approval .Verify the quantity changes propagated to the Purchase Order Navigate Purchasing -> Purchase Orders -> Purchase Orders Summary Query the PO by using the PO number Verify the line quantity has changed to 30 Approve Purchase Order 9.Click Ok .In the sales order form Query up the Drop Ship order Change to lines tab Replace the quantity value from 20 to 30 Save the form . (optional) Change Order quantity in the sales order form to test changes propagation .In the Purchase Order form.This will automatically open the Purchase Order form 8.

Save the form .Change to Receipts Header form and take note of the receipt number . the user should still be on the PO.Click on Find .Confirm the PO was approved.Navigate to Purchasing -> Receiving -> Receipts .Change to the Receipts form and do this Select the line to be received Leave quantity by default : 30 Subinventory : FGI (or the destination subinventory) Routing will default to Direct Delivery .In the Find expected Receipts enter Source Type : Supplier Purchase Order : Enter the PO number ..Because it was a Direct receipt and the receiving processor was running (the user may need to wait for a few minutes). Receive items .In the Find Receiving Transactions enter the receipt number and click on Find button .Navigate to Purchasing -> Receiving -> Receiving Transactions Summary . . After approving the PO. Check the status at header level Receiving 10. the receiving transaction should be completed.

Note : The user may need to launch the material transaction processor from Inventory -> Setup -> Transactions -> Interface Managers (if not scheduled) to process the Sales order issue transaction from the transactions interface table. This is because the item is actually shipped directly from the supplier to the customer. To achieve this. 11. Note that with the Drop Ship flow. Confirm the order line progressed . there is actually a Sales order issue that gets created automatically when the PO is received.. the inventory is not retained that was received in the previous step. that the order line progresses to Shipped status. Notice the first line is the automatic Sales order issue transaction (qty -30).Navigate to Orders. confirm the receipt is completed by checking this There are at least 2 transactions One transaction is Receive with destination Receiving One transaction is Deliver with destination Inventory The quantity (or sum of quantities) of each destination is the total ordered quantity (in this example 30) .The user will notice in the next Step 11.In the Receipt Transactions Summary form. The second line is the PO Receipt transaction (qty 30) from the previous step.Returns -> Sales Orders and query up the sales order Change to Lines tab and verify the Line status is at Shipped status (if the WF Background has not yet run) . The following is a screenshot from Inventory -> Transactions -> Material Transactions showing the inventory transactions related to this testcase. click on transaction button .Verify the line status and WF status. Click on Tools -> Workflow Status in the menubar .In the Find Receipt Headers Summary.

Go to View -> Requests and verify that the concurrent has completed successfully 13. The Autoinvoice Import concurrent program should be automatically launched.Verify the line status and WF status. Click on Tools -> Workflow Status in the menubar The WF is completed and line was invoiced 14. Change to Lines tab Click in Action button Choose Additional Line information option . Run the Workflow Background Process concurrent program to progress the order line (if this is not scheduled) Navigate to Reports.The WF status should be at Fulfill Deferred activity (if the WF Background has not yet run) Close Order 12. Requests -> Run Requests Select Single Request and then select '''Workflow Background Process''' Enter Item Type= OM Order Line Process Deferred=Yes Process Timeout=No Click on Submit . Confirm the order line progressed .Returns -> Sales Orders and query up the sales order Change to Lines tab and verify the Line status is closed . .Navigate to Orders.Returns -> Sales Orders and query up the sales order.Navigate to Orders. Upon its completion confirm the invoice was created.

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CYCLE. TRANSACTIONS SUMMARY. . OE_DROP_SHIP_SOURCES. RECEIVE TRANSACTIONS SUMMARY Back to top Article Rating Rate this document Excellent Good Poor Did this document help you? Yes No Just browsing How easy was it to find this document? Very easy Somewhat easy Not easy Cancel Comments Important Note: this feedback is anonymously visible to other customers until processed by Oracle Support.• Oracle E-Business Suite > Order Management > Order Management > Oracle Order Management Keywords PO_REQUISITIONS_INTERFACE_ALL. ORDER CYCLE. DROPSHIP.

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