FAQ on Oracle Distribution Module

1. Can we automatically 'Close' the Purchase order without receiving the full quantity? Ans: Yes, we can close the purchase order without receiving full quantity. Once we receive partial quantity, go to control actions and close the PO. 2. When does a Purchase Order line get the Status 'Closed for Receiving'? Ans: As soon as we receive full quantity for a purchase order, status will be 'Closed for Receiving'. 3. What is the difference between the control actions 'On Hold' and 'Freeze' for a Purchase order? Ans: a) Freeze or unfreeze documents to control whether modifications are allowed or not. b) On hold prevent document from printing, receiving, invoicing, and approval until the hold is removed. 4. What is the different document statuses used in Oracle Purchasing? Ans: 1) Frozen 2) Cancelled 3) Finally closed 4) Incomplete 5) In process 6) Pre-approved. 5. If a Purchase Order/Requisition is cancelled accidentally, can we revert it back? Ans: No, we can't. 6. Can we receive a shipment even when it is "Closed for Receiving"? Ans: No, we can't. 7. Can we re-open a Closed and Finally Closed Purchase Order? Ans: We can re-open 'closed' PO and we can make changes too. But cannot open 'Finally closed'PO. 8. Can we match an Invoice against a line even when it is 'Closed for Invoicing'? Ans: No, we cann't 9. How do I change the Supplier on an approved PO? Ans1: No, we cannot change supplier name for an approved PO. you have to create new PO or use copy document if you want to change supplier name but you will get different PO number on this. Ans2: indeed, but if you want to have option that enable you to change *supplier site*, you can set a profile "PO: Change Supplier Site" to YES. Yes indicates whether users can change the supplier site on approved purchase orders. Only sites with the same currency as the previous site can be used.If you change the supplier site, the revision will be incremented, and will require re-approval.

10. When a user enters a new PO, the Preparer (user) is always defaulted as the buyer. User is not able to change it too. How do we allow the user to change this? Ans: This because an option on "Purchasing Options", Purchasing Options > (r) Document Control > [X] Enforce Buyer Name.- if you enabled it, PO preparer cannot change default Buyer name,- by disabled it, you can change buyer seeded data. ----1) Which are required steps in Inventory module set up? Answer: a) All the 6 key flexfields i.e Items, Item Catalog, Account Alias, Sales Order, Locator and Item Category b) Organizationsc) Change Organizationsd) Intercompany Relationse) Unit of Measure Classesf)Subunventoriesg)Item Attribute Controls, Categoriesh)Default Category set)Item Statuses) Cost typesk)Profile Optionsl)Inventory Accounting Periods 2) What do you mean by Required with Defaults Steps? Answer:Required Step With Defaults means that the setup functionality comes with pre-seeded, default values in the database; however, you should review those defaults /default values and decide whether to change them to suit your business needs 3)Which are Required with Defaults Steps in Inventory module?Answer:There are no such steps in Inventory module 4)There is no stock locator control in your Inventory organization.Do you still need to configure it? Answer:You need not to configure the flexfield in a specific way but you must still compile the Stock Locators key Flexfield because all Oracle Inventory transaction and on-hand inquiries and reports require a frozen flexfield definition 5) What is the use of a picking rule?Answer:When you pick release a sales order in Order Management module , Order Shipping Execution module ( which is a part of Order Management) submits requests to Oracle Inventory module which uses the information given in picking rule to give priority to pick units of an items and then it generates pick lists for sales orders 6) Can you apply material overheads to Average Costing Organization?Answer:No, you can not apply it to Average Costing Organization. However you can apply it to Standard Costing Organization 7) What is a Transaction Action?Answer:A transaction action is a predefined method of changing the quantity and/or location and/or cost of an item. It is used in Transaction Type form

8) How many Predefined Transaction Actions are available in Inventory module?Answer:You may use one of six predefined transaction actions: --issue from stores, subinventory transfer, direct organization transfer, intransit shipment, cost update and receipt into stores. 9)Can you do Inventory transactions in prior periods?Answer:Yes, you can do by setting the profile option INV: Transaction Date validation to Provide warning when date in past period or Allow date in any open period. It allows entry of a past date 10) Can you change customer item name or Item after you save it?Answer:Yes, you can change it if you have set the profile option INV: Updatable Customer Item to Yes and INV: Updatable item to Yes respectively -------------------------1) What is Concurrent? Concurrent Program is nothing but an instance of execution file along with parameters and incompatible. 2) What is the difference between Organization_id and Org_id ? Oraganization_id comes under Inventory whereas org_id comes under Operating Unit Level. 3) What is profile? Profile is one of the option which is used to change the application based on value. 4) What is a FlexField ? What are Descriptive and Key Flexfields? A flexfield is made up of sub-fields or segments.. A flexfield appers on ur form as a pop-up window that contains a prompt for each segment.Each segment has a name and a set of valid values..Two types of Flex field..Key Flexfield: Key flexfield are flexible enough to let any organization use the code scheme they want wothout programming.Key flexfield can be used to represent codes that is made up of meaningful segment to identify GL a/c Part no. and other business entities..Oracle app store these codes in key flexfields..Descriptive Flexfield: They provide customizable "expansion space" on ur forms. You can use desc flexfields to tract additional information important and unique to ur business that would not otherwise be captured by the form.

5) what is auto invioce in OM module?what is use of it? An auto invoice program in OM module is a concurrent program to generate transactions or invoices in receivables for all the shippped orders. 6) Give the complete process cycle for OE / AR? Order EnteredOrder BookedDispatch EligibleDispatchedPick Release EligiblePick ReleasedShip ConfirmInvoicedPosted in GL. 7) Name important tables from OE /AR? A) oe_order_headers_all B) oe_order_lines_all 8) What is Order Cycle? The order cycle is as follows: Order entryBook the orderSchedule the orderPick releaseShip confirmClose the order 9) After which stage can not cancel the order? Yes Once the Order is Booked We cannot Cancel the order.When the order is in Entered Status we can change whatever information we wish to. You can not cancel the order after ship confirm. You can cancel the order until that point. 10) What is Pick release? Pick release is the process by which the items on the sales order are taken out from inventory. The flow is as follows: 1) When an order is booked, based on the setups, the lines are scheduled and they are ready to release. This means the inventory is informed that there is requirement of certain quantity of certain items on certain date. 2) The inventory person ,according to availability allocates the items to those SO Lines and reserves them. 3) Then on the day of delivery or somewhere between these items are taken out of inventory and moved

to staging subinventory. This means that the items are now ready for shipping and are out of inventory.When the items reach staging subinventory, they are said to be picked and shipping execution can now ship these items. 11) What is Dunning letter? It is an over due letter to the customer which talks about customer over due amount and due date. 12) What are all KFF available in AR? 1. Sales Tax FF- Which is mandatory (atleast 1) for implementation. 2. Territory FF- Which is optional. 13) What is Auto Invoice? It is a program that imports invoices,credit memos, debit memos, on account credits from other system to Receivables.

14) What is Invoicing rule? Invoicing Rule determine when to recognise the receivable for transactions. There are 2 types invoicing rules:Bill in arrears and Bill in advance.Bill in Arrears recognise receivables at the end of the revenue recognistion schedule. Bill in advance recognise receivables as soon as invoice generated. 15) What is Accounting Rule? Accounting rules determine the period in which the revenues were genereated against the transactions. Rules that Receivables AutoInvoice uses to specify revenue recognition schedules for your transactions. You can define an accounting rule where revenue is recognized over a fixed or variable period of time. 16) How to find overdue invoices? Use Past Due Invoice Report. 17) What is set of books?

It is similar to the bank passbook, used to record all the financial transactions. There could be one primary set of books and many reporting set of books. Defining COA, currency and calender are pre-requisite to define the SOB. 18) What Credit memo / Debit Memo? If the original transactions are posted into GL, then the transactions can not be modified in the respective sub-ledgers. If you want to modify the account balances for some reasons, then you have to enter the debit memo or credit memo to adjust the account balances previously entered. 19) How AR & OE are related? OE (Order Entry): Once order and shipped to the customer and invoice is sent to the customer. Once the payment for the Invoice is received the information is entered in Oracle Receivables. 20) What is “Finance charge”? Additional charges that you assign to customers for past due items.Finance charges can be included on your customer?s statements and dunning letters. 21) What is Address Validation? The type of validation you want the system to use for your address, if you are not using a flexible address format for validation. You can implement address validation at three levels: Error, No Validation, or Warning.'Error' ensures that all locations exist for your address before it can be saved. 'Warning' displays a warning message if a tax rate does not exist for this address (allows you to save the record). 'No Validation' does not validate the address 22) What is Customer Merging? Customer merging is the process to avoide duplicate bill to and ship to addresses. 23) What is Segment Qualifier? Segment qualifiers hold extra information about individual segments such as if the account is an Asset, Liability or Expense, if you can post to the account and more. When we define a segment value in the

Segment Values window, we must also assign qualifiers which determine the account type (asset, liability, or expense), whether budgeting is allowed, whether posting is allowed and other information specific to the segment value. Allow Budgeting, Allow Posting, Account Type, Control Account, Reconciliation Flag. 24) What is descriptive flex field and what is the use of them? What is the procedure for using them? Descriptive Flexfileds r used to add additional informations.and these values r stored to the column attributes.go to sysadmin application-flexfields-descriptive-segments. 25) What is Key and Descriptive Flexfield. Key Flex Field:KFF is a Mandatory field which is already driving the functionality and it is the field where atleast first segment is made mandatory.KFF willbe filled in segmentsKFF Is mandatoryKFF Drives functionalityNavigation is Inventory(Navigator)->Setup->FlexField-Key->Segmentsthen you can search for application and the flex fieldExamples : in Oracle InventorySystem Items,Stock Locators,Item Categories,Item Catalogs etcDescriptive Flex Field: Descriptive flex field is the data which can be entered into the each of the oracle forms which can take extra information,and this option is there for almost all forms in oracle.you find the option of dff in every form that you workDFF: Is not a mandatory fieldDFF Information will go into attributes of the tableDFF does not drive any functionality but you can drive by writing a custom code on the dff fields..Navigation is Inventory(Navigator)->Setup->FlexField-Descriptive->Segmentsthen you can search for application and the flex fieldExamples : in Oracle InventorySystem Items,subinventories,stock locators any other form 26) What is one full life cycle implementation? Full life cycle is started from scratch to Production which includes mainly 1) Designing Modules.2)Development of Modules.3)Testing of Modules.4)Going to Production. 27) Which table stores receipts information? AR_RECEIPTS_REP_ITF 28) What is the difference between data conversion and data migration?

Data Migration is upgrading from one version to another version fro e.g. from 11.5.9 to 11.5.10.. Data Conversion is receiving data from a legacy system or receiving data from another module ( e.g. PA), validating it and converting it to our the target module using the standard import program. 29) Can any body please tell me what is PTO and ATO? Their functionality . How can we differentiate between them? PTO and ATO or Different Ordering Environments,PTO is Pick To Order: where it is assumed that availability of stock is plenty , just pick and release and ship for an order.ATO is Assemble to Order: it is assumed that,available of option class, all included/standard items/ and depending up on the Order the Assemblies are carried and shipped.Where it is expected that an order is booked for a predefined model item. 30) Can anyone Explain Order Management Flow in detail? Create Sale order >in the Header Level - enter customer name who’s should be having both Bill to and Sit to Address> enter Payment Terms> enter the pricing > enter the transaction Type of that sale, then go to Line item and pick the invenotiable ( or ono inventoribale item) items from item master from the Sub Inventroy Orginsation, then attch this line to a particular sales man or collection agent.Save the data, ( Line statius is 'Entered') then book the order ( shows the line status as " line is awating shippment" ( order status will be 'booked' > release the sales order > ( Line status will be " Picked") and ship the Materail which eventually show the line status as 'closed'.this shows the inventroy is credited with inventory Cost and COGS is DebitedThe next face is interfacing to AR ( Autoinvoicing Rule) - Customer is Debited and Sales is Credited. 31) What is the difference between flexfield qualifier and segment qualifier? Flexfiled qualifier identifies segement in a flexfield and segment qualifier identifies value in a segment. There are four types of flexfiled qualifier 1) Balancing segment qualifier 2) cost center 3) natural account and 4) intercompnay segemtn qualifier :- 1) allow budgeting 2) allow posting 3) account type 4) control account and 5) reconciliation flag ---ORDER MANAGEMENT FAQ Base Tables Vs Interface TablesBase Tables :

OE_ORDER_HEADERS_ALL: Order Header Information OE_ORDER_LINES_ALL: Items Information OE_PRICE_ADJUSTMENTS: Discounts Information OE_SALES_CREDITS: Sales Representative Credits.Shipping Tables :WSH_NEW_DELIVERIESWSH_DELIVERY_DETAILSWSH_DELIVERY_ASSIGNMENTSWSH_ DELIVERIES Interface Tables : OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALLOE_PRICE_ADJS_IFACE_ALL,OE_ACTIONS_IFACE_ALLOE_CREDITS _IFACE_ALL (Order holds like credit check holds etc) What is Order Import and What are the Setup's involved in Order Import? A) Order Import is an open interface that consists of open interface tables and a set of API’s. It imports New, updated, or changed sales orders from other applications such as Legacy systems. Order Import features include validations, Defaulting, Processing Constraints checks, Applying and releasing of order holds, scheduling of shipments, then ultimately inserting, updating or deleting orders from the OM base tables. Order management checks all the data during the import process to ensure its validity with OM. Valid Transactions are then converted into orders with lines, reservations ,price adjustments, and sales credits in the OM base tables. B) Setups:· Setup every aspect of order management that we want to use with imported orders, including customers, pricing, items, and bills.· Define and enable the order import sources using the order import source window. 3) the Order Cycle?i) Enter the Sales Orderii)Book the Sales Order(SO will not be processed until booked(Inventory confirmation))iii)Release sales order(Pickslip Report is generated and Deliveries are created)(Deliveries – details about the delivery. Belongs to shipping module (wsh_deliveries, wsh_new_deliveries, wsh_delivery_assignments etc) they explain how many items are being shipped and such details.iv)Transaction Move Order (creates reservations determines the source and transfers the inventory into the staging areas)v)Launch Pick Releasevi)Ship Confirm (Shipping Documents(Pickslip report, Performa Invoice, Shipping Lables)) 4)Order to Cash Flow?I. Enter the Sales OrderII.Book the Sales Order(SO will not be processed until booked(Inventory confirmation))III.Release sales order(Pickslip Report is generated and Deliveries are created)(Deliveries – details about the delivery. Belongs to shipping module (wsh_deliveries, wsh_new_deliveries, wsh_delivery_assignments etc) they explain how many items are being shipped and such details.IV.Transaction Move Order (Selects the serial number of the product which has to be moved/ shipped)V. Launch Pick ReleaseVI.Ship Confirm (Shipping Documents(Pickslip report, Performa Invoice, Shipping Lables))VII. AutoInvoice (Creation of Invoice in Accounts Receivable Module)VIII. Autolockbox ( Appling Receipts to Invoices In AR)IX.Transfer to General Ledger ( Populates GL interface tables)X. Journal Import ( Populates GL base tables)XI.Posting ( Account Balances Updated).

5)What are the Process Constraints?A. Process Constraints prevent users from adding updating, deleting, splitting lines and canceling order or return information beyond certain points in the order cycle. Oracle has provided certain process constraints which prevent data integrity violations.Process constraints are defined for entities and attributes. Entities include regions on the sales order window such as order, line, order price adjustments, line price adjustments, order sales credits and line sales credits. Attributes include individual fields (of a particular entity) such as warehouse, shit to location, or agreement. 6) What are different types of Holds?1)GSA(General Services Administration) Violation Hold(Ensures that specific customers always get better pricing for example Govt. Customers)2)Credit Checking Hold( Used for credit checking feature Ex: Credit Limit)3)Configurator Validation Hold ( Cause: If we invalidate a configuration after booking) 7)What is Document Sequence?A) Document sequence is defined to automatically generate numbers for your orders or returns as you enter them. Single / multiple document sequences can be defined for different order types.Document sequences can be defined as three types Automatic (Does not ensure that the numbers are contiguous), Gapless (Ensures that the numbering is contiguous), Manual Numbering. Order Management validates that the number specified is unique for order type. 8) What are Defaulting Rules?A) A defaulting rule is a value that OM automatically places in an order field of the sales order window. Defaulting rules reduce the amount of information one must enter. A defaulting rule is a collection of defaulting sources for objects and their attributes.It involves the following steps· Defaulting Conditions - Conditions for Defaulting· Sequence – Priority for search· Source – Entity ,Attribute, Value· Defaulting source/Value 9) When an order cannot be cancelled?A) An order cannot be cancelled if,· It has been closed· It has already been cancelled· A work order is open for an ATO line· Any part of the line has been shipped or invoiced· Any return line has been returned or credited. 10. When an order cannot be deleted?A) you cannot delete an order line until there is a need for recording reason. 11. What is order type?A) An order type is the classification of order. It controls the order work flow activity, order number sequence, credit check point and transaction type. Order Type is associated to a work flow process which drives the processing of the order. 12. What are primary and secondary price lists?A) Every order is associated to a price list as each item on the order ought to have a price. A price list is contains basic list information and one or more pricing lines, pricing attributes, qualifiers, and secondary price lists. The price list that is primarily associated to an order is termed as Primary price list.The pricing engine uses a Secondary Price list if it cannot determine the price of the item ordered in the Primary price list. 13. What is pick slip? Types?A) It is an internal shipping document that pickers use to locate items to ship for an order.· Standard Pick Slip – Each order will have its own pick slip with in each picking batch.· Consolidated Pickslip – Pick slip will have all the orders released in the each picking batch.

14. What is packing slip?A) It is an external shipping document that accompanies the shipment itemizing the contents of the shipment. 15. What are picking rules?A) Picking rules define the sources and prioritization of sub inventories, lots, revisions and locators when the item is pick released by order management. They are user defined set of rules to define the priorities order management must use when picking items from finished goods inventory to ship to a customer. 16. Where do you find the order status column?A) In the base tables, Order Status is maintained both at the header and line level. The field that maintains the Order status is FLOW_STATUS_CODE. This field is available in both the OE_ORDER_HEADERS_ALL and OE_ORDER_LINES_ALL. 17. When the order import program is run it validates and the errors occurred can be seen in?A) Responsibility: Order Management Super UserNavigation: Order, Returns > Import Orders > Corrections What is an Internal Requisition? A requisition in the Purchasing system that will directly result in the generation of a sales order in the Order Management system through the Order Import process in Order Management. Why do we use internal requisition/internal sales order?Internal Requisition/Internal Sales Order provide the mechanism for requesting and transferring material from one inventory organization to other inventory organization or expense location. What is the location in Oracle Purchasing?Oracle Purchasing uses locations to identify the final delivery location for both inventory and vendor sourced requisition. It is using the hr_locations table. What is an Internal customer?When using Internal Requisition/Internal Sales Orders, it is required to create an internal customer for each destination organization and a customer ship-to site for each deliverto location within the destination organization. Define the same address for your customer ship-to-site as your deliver-to location. Overview of Internal Requisitions Internal requisitions provide the mechanism for requesting and transferring material from inventory to other inventory or expense locations. When Purchasing, Order Management, Shipping Execution, and Inventory are installed, they combine to give you a flexible solution for your inter-organization and intra-organization requests. You should be able to:- Set up your supply chain and automatically source your requirements from inventory or suppliers- Define your interorganization shipping network, and optionally require that you use internal orders for your interorganization transfers- Use intransit inventory when you want to track items as they move between organizations- Reduce warehousing, shipping, and handling costs by requesting items in fixed lot sizesUse the same windows for data entry and inquiry that you use for purchase requisitions and sales ordersTake advantage of standard requisition and sales order functionality to suit your individual business requirements- Automatically generate inventory replenishment requisitions and fulfill them via internal or external suppliers- Automatically source MRP generated requisitions to internal or external suppliers-

View the status of requests on?line- Use internal requisitions to move inventory items from one inventory organization to another, even if that organization belongs to a different operating unit, legal entity, or set of books Major Features Complete Item Sourcing Definition:Purchasing and Inventory combine to provide the flexibility you need to define your item sourcing information. You can use the default sourcing options to automatically determine the correct source type and source for your requests. You can specify either Inventory or Supplier as the default source type, as well as the source organization and subinventory for internal requests.Inter-Organization Shipping Network:Inventory provides the features you need to define your inter-organization shipping network. For transfers between two organizations, you can specify whether to use intransit or direct shipments. You can also require internal orders for transfers between specific organizations.Flexible Processing:You can tailor internal requisition processing to fit your requirements.You can limit on-line interaction by setting up background processes to automatically perform specific actions such as creating inventory replenishment requests and creating internal sales orders in Order Management. Or, you can take advantage of other features such as on-line requisition approvals, internal sales order cycles, and on-line receipt and delivery of internally requested items.Creating Online Requisitions:You can create on-line internal requisitions for both expense and inventory destinations using the same windows you use to create purchase requisitions. You can combine inventory and supplier sourced requisition lines on the same requisition. Also, Purchasing uses your item sourcing information to default the correct source type and supplier for the item and destination. You can define requisition templates for commonly requested internally sourced items.Full Unit of Issue Enforcement:Purchasing offers the option of full unit of issue enforcement in which quantities entered on internal requisitions are automatically rounded to a full unit of issue defined for the item. You can also set this option to recommend a rounded quantity on requisitions, but leave the opportunity to change the recommended quantity. The quantity rounding is based on the specified unit of issue, if available, otherwise on the primary unit of measure.Inventory Replenishment Requisitions:Inventory generates replenishment requisitions through min-max planning, reorder point planning, subinventory replenishment for replenishment counts, and Kanban replenishment. Purchasing uses your item sourcing information to create inter-organization or subinventory transfer requests. For more information, see: Overview of Inventory Planning and Replenishment, Oracle Inventory User's Guide and Demand for Internal Requisitions: Oracle Purchasing User's Guide. MRP Generated Requisitions:MRP generated requisitions are sourced using the same item sourcing information that you define for inventory replenishment and on-line requisitions. For 'buy' items, the Requisition Import process uses the item sourcing information to create either a purchase requisition or an inter-organization internal requisition for planned orders.Approvals and Controls:You can control internal requisition approvals and document security just as you control purchase requisitions. Purchasing gives

you the flexibility you need to set up approvals and limits for internal requests. You can use the same authorization rules, or you can relax or tighten controls for internal requisitions. Creation of Internal Sales Orders:When you approve an internal requisition for a stocked item, Purchasing translates the requisition into an internal sales order, providing a link between the end user's requirement and the physical demand against Inventory.Order Management:Once you create an internal sales order from a requisition, you can manage internal requisitions just as you manage regular sales orders. You can use Order Management to define order cycles, approvals and holds to effectively process requisition orders. You can selectively pick release and otherwise process internal sales orders as easily as you do regular sales orders.Complete Requisitions Status Visibility:You get complete visibility on the status of requests through inquiries and reports. You get on-line visibility to the internal sales order number, as well as the shipment and delivery status for requisitions. You can report on backordered items, internal requisition status, and delivery discrepancies. Exception Processing:Internal requisitions help you manage exceptions to your normal business flow. Order Management automatically backorders your request when you have insufficient supply to fill the internal order by creating another shipment line for the unavailable quantity. You can reschedule orders when the shipment date changes, and the expected arrival date on the intransit shipment is updated automatically. Cancellation of Requisitions:You can easily cancel a request if you have a change in requirements or if you cannot fulfill the entire order. Using Order Management, you can partially or fully cancel the line quantities on the internal sales order. You complete the cancellation process by canceling the original requisition line in Purchasing.Using Internal Requisitions:Internal requisitions provide a flexible solution to your inventory requisitioning needs. You can eliminate user intervention when you do not need it, such as when you are loading internal requisitions into Order Management or placing demand. The following sections describe the entire business and information flow for internal requisitions, and identifies opportunities for you to simplify processing. Demand for Internal Requisitions:Demand for inventory requests can come from several sources. The primary sources are:- Online user's request for stock items out of inventory- Inventory Replenishment Requests- Oracle Master Scheduling/MRP and Supply Chain Planning generated requisitions- External system's requestsOnline Requests:On-line requisitions give you the choice of supplier or inventory sourced requisitions. Default sourcing information is determined by the requisition type, the item, and the destination of the request. When you enter a requisition, Purchasing automatically selects the correct source type and source information for the item and destination. To restrict certain users to internal requisitions only, set their profile PO: Legal Requisition Type to Internal. Purchasing then requires that they source all internally orderable items from inventory. For more information, see: Entering Requisition Headers: Oracle Purchasing User's Guide.For frequently requested items, you can define requisition

templates to create internal requisitions quickly. Requestors can pull up the template they need, fill in the need-by date and destination of the request, and specify the quantity for each desired item.Internal requisitions also use the Account Generator, which automatically builds account distributions. You can specify only one accounting distribution per inventory sourced line. For more information, see: Using the Account Generator in Oracle Purchasing User's Guide.Inventory Replenishment RequestsInventory automatically generates requisitions to maintain an item's stock level. The requisitions may request stock from an internal predefined source organization or from an outside supplier. For more information, see: Overview of Inventory Planning and Replenishment, Oracle Inventory User's Guide.Inventory generates replenishment requests automatically using the following methods:- Min-Max Planning- Reorder Point Planning- Subinventory Replenishments for Replenishment Counts- Kanban ReplenishmentsAll inventory replenishment methods create requisitions via the Requisitions Open Interface.Attention: If the destination subinventory uses locator control, you must specify a primary locator for direct interorganization and subinventory transfers. Suggestion: You can interface with third-party systems to enter count information and load it into Inventory using the Replenishment Interface. Inventory automatically creates replenishment requisitions using the source and planning method you define.Kanban Replenishments:In a pull-based system, inventory items for a particular part or assembly area are replenished as soon as they are needed. When the items are needed, kanban cards in Oracle Inventory change their Supply Status to Empty, and Inventory generates the kanban replenishment request automatically. Then Requisition Import in Purchasing validates and imports replenishment requests as requisitions. If the Source Type of the request is Supplier, Purchasing creates a blanket release (if a blanket agreement exists) or a standard purchase order (if a valid quotation exists) for the item. If the Source Type is Inter-Org, Requisition Import generates an internal requisition for the item. For more information, see: Overview of Kanban Replenishment, Oracle Inventory User's Guide, and Requisition Import Process: Oracle Purchasing User's Guide.Once Purchasing approves the standard purchase order, blanket release, or internal requisition, Inventory automatically receives a status for the kanban card of In Process. In Purchasing, Kanban replenishment requests look like any other purchasing document, and you receive them like you do any other shipment. As soon as you receive the item for delivery through the Receipts or Receiving Transactions windows in Purchasing, Inventory automatically receives a status for the kanban request of Full, indicating that the inventory supply has been replenished.MRP Generated Requisitions:Master Scheduling/MRP creates requisitions for 'buy' items when you release them using the Planner Workbench. MRP generated requisitions are sourced using the same rules as on-line and inventory replenishment requisitions. However, since MRP is planning for the entire organization, inventory sourced requisitions for MRP planned orders must be inter-organization transfer requests. You cannot request subinventory transfers using internal requisitions for MRP planned orders, unless you specify a non-nettable source subinventory on the internal requisition. For more information, see: Viewing On-hand Quantities, Oracle Master Scheduling / MRP User's Guide.External Systems:You can

automatically import internal requisitions from other Oracle Applications or existing non-Oracle systems using the Requisitions Open Interface. This interface lets you integrate the Purchasing application quickly with new or existing applications. Purchasing automatically validates your data and imports your requisitions. You can import requisitions as often as you want. Then, you can review these requisitions, approve or reserve funds for them if necessary, and place them on internal sales orders. For more information, see: Requisition Import Process: Oracle Purchasing User's Guide. Internal Requisition Approvals After you create an internal requisition, you can optionally require approval. For on-line requests, you can set up approval rules that are specific for internal requisitions, or you can share the same rules you use for purchase requisitions. If you do not require additional approval steps, you can set up rules so that you can always complete and approve the document in the Requisitions window. For more information see: Entering Requisition Headers: Oracle Purchasing User's Guide.Minmax planning, Reorder Point planning, and MRP generated requisitions are loaded as approved requisitions through the Requisitions Open Interface. If you set the Inventory Profile INV: RC Requisition Approval to Unapproved, you can optionally load Subinventory Replenishment requisitions as unapproved and use the document approval functionality in Purchasing. This profile option affects only Subinventory Replenishment requisitions. For more information see: Oracle Inventory Profile Options, Oracle Inventory User's Guide. An internal requisition corresponding to a kanban card in Oracle Inventory enters Purchasing through Requisition Import with a status of Approved. (If encumbrance/budgetary control is on, Purchasing sets the status to Pre-Approved.) As soon as the internal requisition is approved, Inventory automatically receives a status for the kanban card of In Process. Requisition supply is created for the destination organization as soon as the requisition is approved. If you create approved requisitions through Requisition Import, supply is created at the time the requisition is created. Master Scheduling/MRP gets complete visibility to the incoming internal requisition supply so the planning processes do not create additional reorders for items that you have already requested. FREQUENTLY ASKED QUESTIONS 1. Does R11i offer decimal quantities on order lines? Yes, standard items only (not PTO or ATO items) may be ordered in decimal quantities. The decimals will display just as you keyed them in. For example, if you type in '1.5', the form will display '1.5' instead of '1.50000000'. 2. Can I enter customer item numbers?Yes, and the new item cross-reference functionality is quite extensive. However, there are no new setup forms - the application uses data that you have setup within the Product Definition Management (PDM) module (formerly Inventory).Any cross reference that you set up, whether UPC numbers, EAN, ISBN, etc.can be used in Order Management. The application uses the Customer Part Number Cross References that are set up in PDM - these use to be available only for automotive customers. When you enter order lines through the Order UI, you can enter the item by specifying any of these kinds of item identifiers. If you import orders from legacy systems or through

EDI, the item can be specified using any of the item identifiers.There's a new field that's been added to the Customer and site tables thatlet you specify what kind of item identifiers a customer or site typicallyuses. This will default to the line, and then any item identifier enteredon the order is first assumed to be that kind of part number. This speedsperformance, it doesn't have to search all the cross references each time. Both the 'ordered item' (which can be a generic identifier, a customer part number, or the internal part number) and the actual internal item id, that it relates to, are retained on the order line. The 'ordered item' is printed on the Sales Order Acknowledgment, passed toReceivables for invoicing, and can be printed on internal reports. 3. Can the sales order form accept a customer part number or any other item cross reference number that has not been set up.No. The cross references must be set up before the part number can be accepted. 4. Can configured items be saved as a customer specific item number?Yes. You can manually create a customer item number that cross-referencesto a configured item. 5. Can you associate other items (not inventory item numbers) with a customeritem number? For example, one inventory part number equals many differentcustomer numbers. And one of those customer part numbers will equal manydifferent manufacturer's item number.No. But you can associate other item identifier e.g. UPC, EAN to the inventory item number. So, an inventory item number can equal to anUPC or EAN number and can equal to multiple customer item numbers. 6. Can these identifiers be seen on line at the order line level? Also, will I have the functionality to use many identifiers per customer or site? If so, when an order is imported, is there search capability toboth the customer and the customer's site at the time of import to locatefor the cross reference identifier?The order line will contain both the ordered item and the internal item.The ordered item field will always show on the line and the internal itemfield can be shown or hidden using folders technology.The customer or site will store the primary identifier that is used by thatcustomer or site. This will control which item identifier is searchedfirst when the ordered item is entered. If the ordered item isn't found inthat identifier, it will then search the rest of the cross references thathave been set up. As long as you have set up the cross-references, youcan use multiple identifiers for a customer or site. 7. Why can't I specify a subinventory at the order line level?The functionality is available on Order Management Patchset E and beyond.The field is found under the shipping tab. You will need to use folderfunctionality to display this field for entry. Once a subinventory value is entered against a sales order line, the reservation for this line will only be made against this subinventory. If no quantity is available the line may still schedule, yet the reservation will not bemade -- even if within the reservation time fence days. Would advise that when performing pick release and using the ability toassign a subinventory at the sales order line that you pick release with "Prior Reservations Only" enabled. This will help to ensure that only lineswith reservations are able to pick release.

8. If an order contains both order lines and returns, do separate invoice and credit notes get generated? Yes, both the invoice and credits are generated separately. Some European countries have legal requirements that dictate this functionality. 9. Does line independence apply to accounting rules, and can the independent path carry through to Accounts Receivables for invoicing and revenue recognition?Yes, accounting and invoicing rules are now at the line level and are sent from there to Receivables. 10. Will the 'Mass Change' feature allow me to reduce quantities across multiple sales orders?You can make changes across sales orders, but the quantity must be the same across all the orders. For example, if you wanted to change a quantity from 10 to 5 across multiple sales orders, this is possible. However, you are not able to reduce quantities across orders by increments. Such as, reduce all quantities by a value of 1. 11. What will the 'Mass Change' functionality allow me to change?Practically all the fields available on the header or line can be updated using Mass Change. There are constraints on the updating of fields based on their workflow status or their relationship to other lines. For the most part, Mass Change can update any field for multiple orders or lines, that a user could do manually on an individual basis. 12. When a Sales Order line, say line 1, is split (manually) - can you receive goods from the same PO which was against line 1 to the split SO line 1.1? Meaning when we split the line can we receive from the same PO without any changes to the PO?Yes 13. Does a partial receipt of Purchase Order lines result in a split of SO lines automatically?Yes 14. Can an order line not have a price list?Yes. OM still requires you to have a price list at booking. But, it is not necessary for the order line to have a Price List at the time of entry for the Pricing Engine to return a price. In addition, if you add a line to an already booked order you do not need a price list attached. The engine will find the lists for which the order is eligible and send the price and the price list name back to OM. 15. Does Order Management or Advanced Pricing allow the user to enter a separate line on an order with a negative price?There is a profile option in Advanced Pricing that allows you to enter anegative price on a price list. There is also an option in Order Management that enables you to allow net selling price to be negative. So, in OM you can have an order line with a negative price. You cannot however enter a negative price, or any price, directly onto the order line. If the requirement is to enter a price on a line, you could setup a zero price for the item, and then use a manual discount to override the price. The pricing engine will create a discount, positive or negative, for the amount to get you to the overridden price. 16. How do you view invoice details for invoiced sales order lines?In the Order Management responsibility, query on the order for which you need invoice details. Navigate to Line in question. Click on the Action button. Click on Additional Information from the LOV. When the form opens, click on Invoice Information.

17. Is there a way an Item can have text in the Unit Price field (i.e. 'No Price' or 'TBD')?You cannot enter text in the price field in Sales Order pad in Order Management or in Advanced Pricing. The price of the item (unit price) is mandatory on the Price List unless there is a formula (static or dynamic) attached. In which case, it is possible for the unit price field to have a null value. But only numbers are allowed in the unit price field, not a text string.Order Management does allow saving a line with no price. If you do not create a Price List for this item, when the engine tries to find a price, it returns an error that no price for the item is found. In this way the field is null not zero. Or you could setup a formula for this item and have the engine return a null value. 18. Item numbers appear as 'X'.Recompile the Item Key Flexfields.There are two options to accomplish this:A) Using the Application Developer responsibility: 1. Navigate to Flexfields > Key > Segments 2. Query up the System Items Flexfield (having Application = Oracle Inventory) and click on the Compile Button to compile the flexfield.3. Make sure that the concurrent request completes successfully. (View-requests).B) Using Order Management Super User responsibility: 1. Navigate to Setup > Financials > Flexfields > Key > Segments2. Query up the System Items Flexfield (having Application = Oracle Inventory) and click on the Compile Button to compile the flexfield. 3. Make sure that the concurrent request completes successfully (View > Requests). 19. ONT.G Allows Item Search by Description (bug2002469)Provides the ability to search for an item by description on the Sale Order pad (?Item Description? field) where the value from the search defaults into the ?Item Description? field. This feature is extremely useful when placing an order where the customer only has a partial or complete description of the item and does not have the actual item number (customer or internal). Navigation path:Sales Order Form\Line Items Tab\Folders\Show Field\Item Description 20. Unable to enter decimal quantities in options of Models or onModels or Kits.Per the doc "Oracle Configurator Implementation Guide" section 4.5.1 explains how the profile option "CZ: Populate Decimal Quantity Flags" works. The default is NO and effects the behavior of BOM import/refresh. If set to NO, any BOM import or refresh will result in a model which will not use decimal quantities. When you change this to Yes, a BOM refresh and re-publish (if you are using publishing) are required to seethe impact of changing this option. This still does not enable decimals to be passed to Order Management. Enhancement request 1674141 has been logged. 21. What does the line status of "Interfaced" mean?OM family pack H introduced the new line status of "Interfaced".The line status was introduced to distinguished between a delivery line which is shipped but the interface was deferred (status=Shipped), versus a delivery line which is shipped and the interface is NOT deferred (status=Interfaced). "Intefaced" means one of the following:a) If the delivery was sourced from Oracle OM, "Interfaced" means the delivery line is shipped and the OM Interface and Inventory Interface concurrent processes have completed.b) If delivery was sourced from an Oracle Application other than OM, "Interaced" means the delivery line is shipped and the Inventory Interface concurrent process has completed..

FREQUENTLY ASKED QUESTIONS Continued 1. Can I do mass reservations in 11i?Yes in OM Family Pack H or higher; the Reserve Orders concurrent program was introduced in OM Family Pack H. Please review the Oracle Order Management User's Guide (for 11.5.8 of the product or higher) to getmore detail. 2. What is new for ATP and scheduling for Release 11i? Order Management delivers new functionality in the area of schedulingand reservations.Sourcing rules are defined in Oracle Advanced Supply Chain Planningto determine from which warehouse an order should ship. A new workflowactivity will be available to source lines that have not been sourced atentry. A new Customer attribute is available to specify whether requestdates a customer sends, represent ship dates or arrival dates. Then,as orders are entered into the system, Oracle Order Management and OraclePlanning work together to determine the time in transit to calculate, the ship date given the arrival date, or the arrival date given the ship date.Oracle Order Management now has a new feature called Auto-scheduling. This allows you to check ATP or display availability automatically, as soon as a line is entered. From the availability window, you can press a button to go to APS's Global ATP window to view availability across the global supply chain. You can set up the system to reserve the inventory at entry, if the request date is within a user-specified window of time. If the request date is further into the future, an automatic workflow process will perform the reservation as soon as the requested ship date moves within the allocation window. 3. Can a scheduled (ATP'd) sales order line be automatically rescheduled?Rescheduling for a sales order line is required due to an exceptionsomewhere within the Supply Chain.As in past releases, a change in supply will not automatically trigger rescheduling. If some demand is scheduled against a source of supply that fails to be delivered, rescheduling will continue to be manual triggered. 4. Using Global ATP, can the sourcing rules take into account the ship-tolocation of the customer?Yes, one of the factors that can be used in the scoping rules is ship-to. 5. Will ATP allow for order selection by zip code or delivery code?For example, determine ATP based on all orders designated for shipment tothe Chicago area. What you can do to accomplish this, is to query order by ship-to location or address. After querying up the order, view all the order lines in the order organizer. Multi-select the order you would like to do ATP check. Specify check ATP for those selected order lines. Or, you could check with the Planning team to see if there is similar functionality in the Planner Workbench. 6. Will I be able to switch between the Arrival Date and Shipment Date as the basis for ATP?Yes, this will normally default from the customer, but the you can override this on the order line. 7. If a customer requests that an order is delivered by a specific date, as opposed to shipped by a specific date, how is the lead time calculated?Are there tables that hold typical ship lead time information?The lead time will be calculated according to your setup in the supplychain planning sourcing rule. 8. How will the ATP Server work with multiple instances?Based on the information about supply and demand from variousresources (can be gathered from multiple instances), the planning enginewill create

plans and available information. When the request is sent via an API (information request being: 'I need this product, this quantity, on this date'), the question will be answered by the central planning server. 9. How are the quantities calculated in the autoschedule availability window?When you turn on Autoscheduling in the Sales Order form, an availability window is displayed which shows the following fields:Warehouse, Available, On Hand, Reservable, Request Date, Available Date,and Error Message.The fields pertaining to quantities are calculated as follows:Available:For ATP items = Inventory On-Hand Quantity minus outstanding demandFor Non-ATP items = Quantity Requested on the order lineOn Hand = Inventory On-Hand QuantityReservable = Inventory On-Hand quantity minus outstanding reservationsNavigation:OM Responsibility>Orders, Returns>Order Organizer>New OrderFrom the menu bar, click on Tools>Auto ScheduleInventory Responsibility>Item Supply/Demand>On Hand AvailabilitySee Note 121060.1 for more detail. 10. Where can I get more information about running Data Collection?Please see the following notes:144420.1, 116166.1, and 113657.1 11. Can I keep the Schedule Date from changing when I make certain changes tothe sales order such as Freight Carrier, Ship Method, etc.?This has been approved for future release via Enhancement Request 2315131.There is no estimated date yet for release. 12. Where can I find the "Latest acceptable date" field? Does this field onlyaffect ATP-enabled items and calculations, or is it related to all items,regardless of the ATP flag? Latest Acceptable Date is available as a Folder Field in Sales Order Padand iti s updatable as we expect a Customer/CSR/Selling Org to decidewhat is the acceptable scheduling window. You can restrict access tothis field. It only really affects ATP-enabled items as Non-ATP items arenever scheduled by APS (Planning). 13. Can I change Schedule Ship Date to a past date?Schedule Ship date is the date planned for shipping an item.While scheduling, availability of the component is checked and thisis always current date or future date. Based on the availability,schedule ship date is populated. System will not be able to check theavailability in past and the schedule ship date will always besysdate or a future date. 14. I update the request date to a past date, but Schedule Ship Date didn'tchange and shows as sysdate.The system is functioning as intended.Schedule Ship date is the date planned for shipping an item.While scheduling, availability of the component is checked and thisis always a current date or future date. Based on the availability,schedule ship date is populated. The system will not check theavailability in past and the schedule ship date will always besysdate or a future date. 15. If schedule_ship_date is changed on an ATO model or a SMC PTO model,then the schedule_ship_date is cascaded to the options and classes.For a non-SMC PTO, a change made to schedule_ship_date on the modelis not cascaded to the options and classes. FREQUENTLY ASKED QUESTIONS Continued 1. What is the difference between transaction types and order cycles ?Order cycle was used in previous releases. For release 11I, Order Managementstarted to use Oracle Workflow to control the cycles. The

name of the ordercycle was replaced by transaction type. Its configuration has also changed.To see more information about it you can see the Oracle Workflow Guiderelease 2.5 and the Order Management User Guide. 2. Can I just set up a line transaction type or do I need to set up both anorder and line transaction type? You need to set up both, line transaction types (standard, return, etc.)and order types which are analogous to Order Entry order types. When youset up the order transaction type, you specify the default line transactiontype for that order transaction type. 3. You have a new installation and there is no order types defined. In previousreleases, the applications have seeded some standard order cycles.In release 11i, there are some seeded standard order and line flows, but youstill need to create the transaction types and assign them to the correspondingorder or lines flows you want to use. FREQUENTLY ASKED QUESTIONS Contined 1. Is the order number stored in any of the Workflow tables?The order number is not stored as a separate attribute. However, for theitem type of OEOH, the ITEM_KEY is the OE_ORDER_HEADERS_ALL.HEADER_ID.And OEOL is the OE_ORDER_LINES_ALL.LINE_ID. 2. How does Workflow handle Cancellations?On a full cancellation workflow force completes the active line or headeractivity and transitions it to the respective close line or close headeractivity. The Workflow Handle Error API is used to do this. On closurethe Header/Line flow status will show Cancelled. The workflow historywill show that some activity was force completed and then the closeactivity completed. Thus ending the flow. 3. How does workflow handle holds?When seeded workflow functional activities that honor holds, come acrossgeneric or activity specific holds, they will complete with a On Holdresult. They are then transitioned back, either to an eligibility activityor a wait activity.(e.g. when booking crosses a hold, it transitions back to Book - Eligible)(e.g. when Invoice Interface Line crosses a hold, it transitions to a waitactivity)The Ship-Line activity is an exception to this, it remains in a notifiedstate. 4. Can approval notifications be sent accross Operating Units and Set ofBooks?Yes 5. How do I modify workflow activities?To change any workflow data, you need to use the Workflow Builder. TheOracle Workflow Builder is available for Windows 98 and Windows NT. 6. How does the Order Cycles in previous releases maps to WF in release 11i?The following is the equivalences between WF in 11i and Order Cycles:Order Cycle ---> Workflow Runnable ProcessCycle Action ---> Workflow Activity, Workflow Sub-processCycle Action Prerequisie --> Workflow Activity TransitionsApproval Action ---> Workflow Notification Acticity With Response 7. A difference of the Order Cycles, each order line follow its own and independentflow. Each line of the same order can use a different flow definition. 8. Do I need to create new workflow definitions in order to use a standard flowI used to have in Order Cycles ?No, the product comes with some standard workflow definitions, so the only thingyou need to do

is create the transaction type and assign the flow to thetransaction. It is true unless you need create your own custom flows. 9. You have Wokflow Builder and want to create some standard flows, wich one of theworkflow item types existing in the database are being used for Order Management?The current flows are stored using the following Item types in the database:OM Order Header (OEOH): All order header activities and subprocessesOM Order Line (OEOL): All order line level activities and subprocessesOM Standard (OESTD): Common functions and lookupsOM Change Order (OECHGORD): Change Order Notification 10. What is the difference between Automated, Deferred and Manual Transactions ?Automatic, also called synchronous execution mode is the activity that can beexecuted automatically by the workflow engine.Deferred is the activity setted-up to be executed by the Workflow BackgroundEngine. An activity with cost activity higher than 50 is also been processedby the same engine. This is made in order to save on-line transaction time.Manual is the activity that need user intervention to progress. This can bemade buy the Progress option in the sales order form or by a concurrentprocess, depending of the activity. 11. Can I change a workflow and then have an existing order follow this newworkflow definition?No the workflow tables are populated when the order is Booked. Youwill need to cancel any orders and reenter them for them to followthe new workflow definition. 12. The sales order header does not close after all lines have been shipped andhave closed. The header still shows 'Booked' on the Sales Order form.Ship Confirm completed successfully; the Inventory Interface and OrderManagement Interface log files indicate there were no errors in theseprocesses.This is not a bug. The header level workflow process is deferred until alater date, at which time the header will progress to Closed. FREQUENTLY ASKED QUESTIONS Contined 1. What documents will be available in multiple languages?The Application's requirement is to Multiple Language Support (MLS)"customer-facing" documents (e.g., Sales Order Acknowledgement, PackingSlip, Commercial Invoice, etc.). To this extent, Order Management andShipping Execution will show the MLS'ed equivalents for item descriptions.However, item descriptions in forms and other noncustomer-facinginterfaces will NOT necessarily pick up MLS'ed values. 2. What releases will be in the upgrade? Is it really an upgrade or is ita migration?Oracle Applications will support a full upgrade from Release 10.7 andRelease 11 to Release 11i. This is NOT a "migration" via a fresh install.The complexity of the upgrade depends on your installation and what iscustomized. Clearly, Oracle cannot upgrade customizations. 3. Have any of the new features in R11i OM been backported to R11 or earlier?None of the new features in R11i Order Management or Shipping Executionhave been backported to R11 Order Entry or earlier. The data model changesmake the effort impractical. 4. When trying to add a new customer, why are certain tabs grayed out andunaccessable?The customer tables are under a new model. OM accesses the customer datathrough views created by Account

Receivables. These views do not allowcreation or updates of all customer data. For complete access, you mustuse the Accounts Receivables responsibility. 5. Not able to query by Serial Number or Oranization in the Order Organizer.This functionality is not currently available in Release 11i.Currently, the user has to query the Shipping Transaction form to findthe serial numbers on shipped items. Or view the serial numbers whenprocessing an RMA which is referencing an order with a serialized linevia the "Return Lot and Serial Numbers" form from the Actions menu.Enhancement request 1611078 has been submitted for review. 6. The database appears to support the older SO_% tables and the newer OE_%tables for Order Management. Does this mean that 11i is backwardcompatible with 11.0.2? If I populate SO_HEADERS_INTERFACE_ALL table willthe concurrent process, order import, pick up the data and populate both theolder SO_HEADERS_ALL and the newer OE_ORDER_HEADERS_ALL table?The SO_HEADERS_ALL table is present for those customers who are upgradingfrom 10.7 to 11i. The tables are there as part of the installation tofacilitate the upgrade process.Also, note that the 'OE:' profile options are still accessible even thoughthese profile options are not used in 11i. These profile options have beenreplaced by the 'OM:' profile options. 1. How does Workflow handle Cancellations?On a full cancellation Workflow force completes the active line or headeractivity and transitions it to the respective close line or close headeractivity. The Workflow Handle Error API is used to do this. On closurethe Header/Line flow status will show Cancelled. The Workflow Historywill show that some activity was force completed and then the closeactivity completed. Thus ending the flow. 2. Why are Cancelled Order Lines displaying on the Shipping Transactionform, though the value requested field is displaying as zero?Please see note 135362.1 for the solution. 3. Why is the cancellation reason not displayed when requerying an orderafter you have cancelled the quantity in any of the lines in the order?The cancellation reason is not displayed on the lines tab. To view thereason you have to go to the line and Right mouse click on the line -->Additional Line Information--> Quantity History. You can see thecancellation reason in the Quantity History.4. What SQL script is available to display cancelled lines?Metalink Note 175476.1 contains a script (OMORDRPT.SQL) to debug sales orderline cancellation issues. This script will output a list showing orderlines that are eligible to cancel and those that cannot be cancelled.. FREQUENTLY ASKED QUESTIONS Continued 1. How does the application handle configurations when copied from one orderto another?To copy a whole configuration, you need to select the model and all itsoptions/classes (using multi-select) and then invoke copy.If you select the configured item line alone for a copy, it will get copiedover as an ATO item. If you select options alone, without its parents,they get copied over as standard items. If you select a class alone,without its parents, then the line will not be copied. If you select amodel alone for copy, just the model line will be copied over. If IncludedItems alone are selected for copy, they are copied as

standard items (thisis to support creating lines for spares). If all the lines of a PTOconfiguration are selected for copy, then the Included Items alone are notcopied over. The system will re-explode the included items based on theIncluded Items Freeze method. 2. The ship set for an ATO item on the line is breaking at Pick Release.Ship Sets are now enforced on Shipping action not on Picking. 3. I have not purchased Oracle Configurator and the configurator button on theOrder Management screen does not work. Do I need to install theConfigurator?To configure a PTO or ATO Model using the configurator button in OrderManagement, Oracle Configurator must be at least at a shared installed. To have it at a shared install, there is no additional license to bepurchased. Review Note 122171.1 for installation details.. FREQUENTLY ASKED QUESTIONS 1. Can responsibility-based constraints limit access to fields and/or dataviewed in a List of Values (LOV)?You can control who can change selected attributes by responsibility.You cannot control the visibility to attributes by responsibility(therefore, there may be attributes you can see but cannot change).It is possible, to define folders that grant visibility to specificattributes and have the appropriate responsibilities use those folder forms. 2. When creating Processing Constraints, you start by viewing the Record Sets.What does the Record Set really do?Record Sets allow you to group records together and check a constraint onthat set of records. The logical ones are seeded. Example: One of the seeded record sets is all lines on an order. Areasonable processing constraint for this would be that you can't changethe credit card number on the header if any of the lines on the order havebeen invoiced. Other seeded record sets include all lines in a ship set,all lines of a model, etc.. 3. Copy Booked Sales Order (Or Return)You can copy an order at any stage in the order flow including,but not limited to,entered, booked, shipped, closed, and cancelled.The copied orders or order lines start at the beginning of their assignedworkflow.Order lines cannot be added to closed orders.Note: You can determine whether to include/exclude fullycancelled lines when using the copy feature. If fully cancelled linesare included, the lines are copied over with the original orderedquantity. 4. How does copy work if you are copying an order line that contains aconfigured item?To copy a whole configuration, you need to select the model and all itsoptions/classes (using multi-select) and then invoke copy.If you select the configured item line alone for a copy, it will get copiedover as an ATO item. If you select options alone, without its parents,they get copied over as standard items. If you select a class alone,without its parents, then the line will not be copied. If you select amodel alone for copy, just the model line will be copied over. If IncludedItems alone are selected for copy, they are copied as standard items (thisis to support creating lines for spares). If all the lines of a PTOconfiguration are selected for copy, then the Included Items alone are notcopied over. The system will re-explode the included items based on theIncluded Items Freeze method.

5. How does the Copy Order function handle split lines?You have an order with split lines.You copy the order.You notice the split lines from the original order have become new lines onthe new order.Example:Orignal order has the lines:1.1 book 51.2 book 5Copied order has the lines:1.1 book 52.1 book 5The copy process treats split lines as new lines; this is functionality.If you would like for split lines to be split lines in the copied order,an enhancement request would have to be made. 6. How does Oracle Order Management copy orders with holds on the header andlines to a new order? Functinality withing Order Management that states that the copy functionwill only copy holds that exist on the header. It will not copy holds forthe lines.This is functionality per design. 7. Can the Copy Lines tab checkbox defaults be changed?Per standard functionality there is no way to change the Copy Lines tabcheckbox defaults. 8. When an order is copied using the Actions/Copy function, the order is copied and the new order is updated with the correct PO number. However,when looking at the commercial invoice and packing slip, the PO numberis referencing the PO number from the original/copied order. Shouldn`tthe PO number be pulled from the new order number?If you are copying the order and changing the PO number in the order headerfield, but keeping existing lines, those existing lines are going to retainthe old po number from the copied order. When you change the po number inthe header, the new po number will not cascade to any existing lines, itwill only be there for any new lines added to the order.Therefore, as your order progresses through pick release and ship confirm,the packing slip and commercial invoice are picking up the po number fromthe delivery lines and that is why it is reflecting the old PO number.This is intended functionality. 9. How To Copy Installation Details on a Sales Order?Oracle Order Management application does not support adding installationdetails to the new copied order from the order being copied. There is nodesign requirement for this functionality.8. Navigate: Orders. Returns -> Order OrganizerQuery on an order, Go to Action Button -> Select CopyGo to Pricing Options tabThere are three radio buttons:At Original Selling PricePrice Partial to later add Freight ChargeRe-price as of this dateWhat should each of the three buttons of the copy orders - pricingtab do?The first option 'At original Selling Price', will keep thecalculate_price_flag to Freeze and unit_selling_price and unit_list_pricewill remain the same on all lines of the copied order.The second option 'Price Partial to later add Freight Charge' will setthe flag to partial and will still keep the unit_selling_price andunit_list_price same but the Freight charges will be recalculated.The third Option 'Re-price as of this date' will re-price the orderas of the date specified on the date field. If NULL, it will be repricedas of sysdate. 10. How are promised_date and request_date handled when copying an order?Promise_Date is always cleared by COPY and will be re-defaultedbased on the defaulting rule setup.Request_Date will be cleared by COPY only if it is in PAST. If itis a future date then it will be retained on the copied order/line. FREQUENTLY ASKED QUESTIONS

1. Will credit checking/holds now be done at the line level?In Order Management Family Pack G and higher, a new profile option"OM: Level of Credit Checking" has been introduced tocontrol whether or not ORDER level or LINE level credit checkingwill be performed. By default, this profile option is set to ORDER whichenables order level credit checking. The value of this profile option canonly be set at the site level.2. Will the workflow have a process to facilitate removal of credit hold ifthe customer pays their outstanding balance, becomes current, etc.?No, there will not be a seeded workflow activity or process in the firstrelease of Order Management.. 1. Can Gapless orders be purged?Yes, you are able to purge gapless orders. 2. How do I know what orders have been closed and when?The seeded Close Workflow sub-process will automatically closeorders at the end of the month. This is done by using the seededWait activity provided by Workflow. The Background Engineprocess processes such wait activities and the order is closed.No Log is created to indicate the Orders that were closed.You may change the seeded Wait period by making a copy of theseeded Close Workflow activity and then modify the attributes forthis Wait activity. Please refer to the Workflow User's guide formore information on configuring Wait activities.. 1. When changing a header field value on an existing order, why don't myDefaulting Rules cascade the change down to my existing order lines?Defaulting Rules and conditions only control the initial defaulting into afield when the record is created. Once the field has a value, DefaultingRules do not apply again. Unless, there are clear dependencies setup tocause a re-defaulting. The Mass Change capability may be utilized tocascade header changes down to any pre-existing order lines. 2. Can you set up a defaulting rule to apply only for a specific operatingunit and not globally?Yes, this is possible. The default condition ALWAYS is a global conditionand rules setup with this condition will apply to all operating units.However, users can setup defaulting conditions based on the operating unit.These defaulting conditions can be set up for a combination of operatingunits or separate conditions can be defined for multiple operating units. They can then be used to setup defaulting rules specific to the operatingunit. 3. What is the Default Generator concurrent program used for?This concurrent program is used to generate defaulting packages. It is usedinternally by Order Management. Users do not need to run this programunless asked to by the developers for debugging purposes. See Note 122094.1 for more detailed information. 4. Why when I try to access the Defaulting Rules form in Order Management(Nav= Setup-RulesDefaulting), I get the following error:FRM-47023: No such parameter named G_QUERY_FIND exists inform OEXDEFWK.Answer: Please review Note #122758.1 on Metalink for information on howto avoid this error. 5. What is the purpose of the Defaulting Generator?Answer: The Default Generator makes sure that any changes you made toyour Defaulting Rules are activated and they take affect the next time youcall them during Order Management (or other applications).You need to run the Default Generator after each time

you make anychanges to your Defaulting Rules in order for those changes to take affect.How to run:1. Requests/Single Requests2. LOV & select "Defaulting Generator"3. Application = Oracle Order Management4. Level = (Select the appropriate level) 6. What is an Entity in Order Management?Answer: An 'Entity' in this context is a group of related attributesthat roughly correspond to a table or a form in Order Management. Sowe have 'entities' of Order Header, Order Line, Order Price Adjustment,Line Price Adjustment, etc. Entities correspond to 'blocks' in the oldSVRS. 7. What is an Attribute in Order Management?Answer: An 'Attribute' is a field or column that belongs to thatentity. Therefore, the 'ordered unit of measure' is an attribute of the'Order Line' entity. Attributes correspond to 'fields' in the oldSVRS. When you query up the Defaulting Setup form for a particularentity, you'll see a list of all the attributes for which you can definedefaulting rules. As in Order Entry, you will not be able to definedefaulting rules for descriptive flexfields, since their defaulting iscontrolled by AOL's flexfield routines. 8. What are Conditions in Order Management?Answer: 'Conditions' are rules you set up that will control when aparticular group of default sources will be looked at. You define oneor more 'condition validation templates' based on whatever commonbusiness rules you may have. You define one or more of these conditiontemplates per entity, and then you can use them over and over for theattributes of that entity. For example, you might set up a conditiontemplate for all return lines, or another one for all internal orderlines. The ALWAYS condition is seeded for each entity. If you aredefining a set of Conditions and using them in rules, be sure to placethe ALWAYS condition last in the Precedence for Defaulting Conditions. 9. What are Sources of defaulting information?Answer: 'Sources' are places where values can be defaulted from.Defaulting Rules provide a variety of sources that you can use inbuilding your defaults. Most of them will be familiar to users ofOracle Order Entry. 10. How do I control changes to defaulting values?Answer: In Order Entry SVRS, there used to be two checkboxes on eachrule line where you could control changes to an attribute. You couldcheck whether or not to allow users to override a defaulted value(Override Allowed) and you could control whether the rules shouldre-default over user-specified values (Override User-SpecifiedValues). These checkboxes often were viewed to be confusing and tooperate inconsistently. Order Management's Defaulting Rules solved thatproblem by getting rid of those checkboxes. Instead, you control whocan change data (and when) using the new Processing Constraintsframework, regardless of how or whether an attribute was defaulted. Inaddition, you have the ability when you define Processing Constraints toindicate that you want the system to be able to update an attribute, buta user cannot make changes.The only time that Defaulting Rules result in a change to an existingattribute on an entity is when that attribute has a dependency onanother attribute that has been changed.

11. I am upgrading to release 11i, do my Standard Value Rule Sets getupgraded to Defaulting Rules? Answer: Because of the magnitude of the changes to the fundamentalarchitecture between SVRS and Defaulting Rules, the decision was made tonot upgrade any user-defined SVRS. Defaulting Rules have been seededthat provide equivalent functionality to the R11 seeded SVRS. There isa good table in Appendix E of the Oracle Order Management R11i User'sGuide that lists all attributes of the Order Header and Order Linesentities, and what the seeded defaulting rule is for each of thoseattributes.Users of Order Entry who created their own Standard Value Rules orcustomized the seeded rule sets will need to carefully review the logicbehind their changes or customizations, and create equivalent DefaultingRules for the attributes affected. Typically a user will need to createConditions corresponding to their particular business need, and thencreate Defaulting Rules using those Conditions for the necessaryattributes. 12. Is it standard functionality that the warehouse is copied fromthe top model to all child lines?Answer: It is a standard functionality that we copy the warehouse fromthe top model to all child lines. For a SMC (Ship Model Complete) modelwe mandate that all lines in the model has same warehouse. For a nonSMCmodel it can be a valid requirement to have different warehouses fordifferent lines. 13. When making revisions to the header level of a sales order, these revisionsare not reflected on the line level and do not print on the Sales OrderAcknowlegement, Pick Slip or PackSlip.If we change any field on the header (Shipping Instructions, Bill to,etc...)and then we requery the order and open the line level, therevisions are not reflected here and the revisions do not print out onthe concurrent requests.It appears that the reports pull data form the line level of the salesorder and that is why the revised data is not printing, so we need tofind out why the revisions are not propogating to the line level of thesales order.Answer: This is an excerpt from 'Using Defaulting Rules in Oracle OrderManagement':Defaulting vs. CascadingIn Order Management, a clear and unambiguous distinction has been madebetween 'defaulting' and 'cascading', which will cause behavior different fromwhat we have become used to in R11 Order Entry. In OE, defaulting and cascadingwere intermixed, making it sometimes difficult to predict what might happen whenan attribute at one level was changed. In OM, the defaulting logic will comeinto play only when the record is initially created (when you click on a newrecord on the form) , or when an attribute upon which this attribute isdependent is changed.Cascading, on the other hand, means replicating the value of an attribute downTo lower level entities. We do not perform cascading in Order Management. If youwant to change the value of attributes on existing rows, you need to use the newmass change capability, where you multi-select the rows you want to change, andthen change them.So what does this mean in real life? Here¿s an example. Assume you have adefaulting rule set up to default a linelevel attribute such as Ship Methodfrom the header to the line. You create an order with several lines and use ShipMethod A for the header (and therefore the lines). Then you want to change theship method to Ship Method B. Changing this attribute at the header will resultin any subsequent new lines getting Ship Method B defaulted onto them. The existinglines that have Ship Method A will not get changed to B as a result of yourchanging the header attribute. You will need to use mass change to do that. Thegood news is

that the user has explicit and unambiguous control over what linesget changed.This is the intended functionality of the defaulting rules.Please feel free to review this document via Metalink.Go to Technical Libraries->OM Suite: Order Management ->White Papers. 14. When upgrading from 10.7 to 11i how are the 10.7 Standard Value RuleSets migrated or upgraded to the Defaulting Rules which are used by 11i OrderManagement?11i uses Processing Constraints and Defaulting Rules instead of Standard ValueRule Sets and there are no conversion scripts. Rule sets, processing constraintsand defaulting rules are totally different entities and one does not convert tothe other.Sign on to Metalink and migrate to:Technical Libraries > ERP Applications > OM Suite:Order Management > WhitePapers > "Using Defaulting Rules in Oracle Order Management" for informationon Defaulting Rules. FREQUENTLY ASKED QUESTIONS Continued 1. What are the Item Attributes that affect Drop Ship orders?Inventory: TransactablePurchasing: Purchased, Purchasable, List Price (must be entered)Receiving: Receipt Routing set to DirectOrder Entry: Customer Ordered, Customers EnabledNOTE: Only standard items can be drop shipped. Kits and models cannot bedrop shipped at this time. 2. How do I drop ship across operating units?Release 11i does not currently support this functionality. 3. How are over/under shipments handled in drop shipment?If part of a drop-ship line ships and you do not wish to fulfill theremaining quantity, cancel the line. If the quantity shipped is less thanthe quantity ordered, the sales order line will be split into two lines. Thefirst line will display the quantity shipped and the second line will displaythe backordered quantity.Over-shipments must also be handled manually. If thesupplier ships more than the ordered quantity, you can bill your customer forthe additional quantity or request that they return the item.Use the Sales Order and Purchase Order Discrepancy Report to view differencesbetween your drop-ship sales orders and their associated purchaserequisitions and orders. 4. When the Requisition Import parameter 'Initiate Approval after Import' isset to 'No', the requisition still gets imported in an approved status.Why is this?The Purchase Release program in the OM module ignores the setting of thisparameter. When it is populating the data in the po_requisitions_interfacetable the field authorization_status is hardcoded with the value 'APPROVED'.Thus in the case of drop shipments, the requisition always gets imported inan approved status. The reason for this is because the sales order hasalready been 'purchase released'. 5. Did any drop-ship functionality change from R11 to R11i?In R11i drop shipping is Workflow enabled. The OM Order Line Workflow callsthe 'Create Supply - Line' process. This process has a function called'Branch on Source Type' which will detect an item with a Source Type of'External' and set the line to a 'Purchase Release - Deferred' status.Then when the Workflow Background processor picks up the line, it willinitiate the Purchase Release process to write the records to the interfacetable. After the Requisition Import is successfully run, the sales orderline status will change to 'Awaiting Receipt'.Another big change in R11i is in the way locations are maintained. You nolonger need to define

a separate Purchasing Location for each customerShip-To location, as was necessary in R11. Purchasing now uses a view a theHZ and HR tables to derive the locations. 6. How can I view the Purchasing information for a drop ship order?After the requisition import successfully pulls in the data from thePO_REQUISITIONS_INTERFACE_ALL table, and creates the internal requisition,this information is available from the Sales Orders form as follows:Select the sales order line with the externally sourced item and hitActions -> Additional Line InformationSelect the Drop Ship tab to view the data 7. Does the Purchase Release concurrent program still exist?Yes, this program can be run from the Orders, Returns -> Purchase Releasemenu. If there are holds which prevent the order from progressing throughthe Workflow normally after the order is booked, these holds must bemanually released. Then the externally sourced lines can be sent toPurchasing by running the concurrent program. Alternatively, you can usethe Actions -> Progress Order button to push the lines through to thePO_REQUISTIONS_INTERFACE_ALL table for Requisition Import to pick them up. FREQUENTLY ASKED QUESTIONS Continued 1. Why don't charges appear in my List of Values on the order header?Freight and Special charges are setup in Pricing and they are not seeded. Users will need to define there own.These charges can be setup as Automatic or Manual. If they are setup asAutomatic, they will get applied to the Order/Line when pricing is done forthat Order/Line. But, the Manual charges won't get applied automatically,they will be available for the user to apply.Unless there are some Manual charges defined in Modifier Setup in pricing,they won't be available for the user to apply. Setup some manual chargesin Pricing and define the LEVEL as ORDER and keep the AUTOMATIC FLAG asfalse. They will be available on the Order when the Order is repriced. 2. Why is are the freight charges being passed to AR at the headerlevel?In R11i Order Management (OM) you can add freight charges to theorder line at order entry. However these charges are passed toReceivables (AR) as header level freight. The invoice interfacepopulates the individual freight lines in RA_INTERFACE_LINES_ALL,but the link_to_line_attribute columns are not populated,causing Autoinvoice to accumulate the charges into a header levelcharge on the invoice. This is standard functionality.When passing charges through invoicing, OM does not populatethe link_to_line_attribute columns in RA_INTERFACE_LINES_ALL.This causes the charges to be treated as header level charges,and not associated with the lines. 3. Where can I find documentation on the Pricing Integration Interface?Documentation can be found on Metalink in the following manuals:Oracle Order Management Suite APIs and Open Interfaces Manual Release 11iUpdate to Chapter on Oracle Pricing Open Interfaces Oracle Manufacturing APIs and Open Interfaces Manual, Volume 1, Release 11i,page 10-1 (Part Number A83748-01).2. In 10.7 and 11, when I changed the price list on the order header,the prices on the line changed. How do I accomplish this in 11i? For release 11i each line can have a different price list. The price listfrom the header is used as a default

for the line only. Once the pricelist has been assigned to the line, changing the header level will notaffect the line's price list or selling prices. Please review the LineMass Changes in the Oracle Order Management User's Guide (page 2-8). FREQUENTLY ASKED QUESTIONS 1. How do you reprice an order?With the order open, click on the Actions button. You can then selectPrice Order. 2. Can I restrict an item on a price list by customer or by customer type?In Oracle Advanced Pricing you have the ability to assign qualifiers toa price list. A qualifier could be set up that excludes a certain customerfrom receiving that price list. However, in this release we do not havethe ability to assign a qualifier at the price list line level, thus thereis no way to restrict a customer from receiving a specific item on theprice list, you can only restrict this customer from receiving the wholeprice list. 3. Can the same item be priced differently if sold as a standard or configureditem (e.g. Item A cost $10 if sold separately and $5 if part of aconfiguration)?Oracle Advanced Pricing does not differentiate if an item is part of aconfiguration or not. Currently, a price list line must be unique on aprice list for the combination of item number, UOM, and pricing attributes.Therefor, you could use an attribute to differentiate that an item is to beused for configuration.For example you could define the item as follows:Product Attribute Value UOM Pricing Attribute Price----------------------- --- ---------------------Item A EA NULL $10Item A EA Configured Item $5With Oracle Advanced Pricing, you can have the attributes entered onto theorder by the user or source attributes at the time of pricing by using theAttribute Mapping feature. If the engine is told to look for the attributeConfigured Item at the time of pricing, it will choose the price listline for Item A as $5. 4. Can an order line not have a price list?Yes. OM still requires you to have a price list at booking. But, it isnot necessary for the order line to have a Price List at the time of entryfor the Pricing Engine to return a price. In addition, if you add a lineto an already booked order you do not need a price list attached. Theengine will find the lists for which the order is eligible and send theprice and the price list name back to OM. 5. Do Price Lists keep a history of changes made?Pricing does not keep a history of price list changes. However, the usercan manage this via effectivity dates. Pricing has effectivity dates atthe line level on the price list. Users can inactivate prices when theprice changes and create a new price for the new line, for the same itemand attributes. In this way they can maintain a history of prices. 6. From the Price List form (Price Lists>Price List Setup), is it possible toquery up lines from multiple price lists?In the first release (11.5.1), you can only query up Price List lines froma single price list, not across price lists. For a future release (notyet determined), the product will be enhanced to include this functionality.A workaround would be to use formulas. You then would only need to manuallymaintain the prices on the base price list. Advanced Pricing would thencalculate dynamically at the time the engine looks for the price.

7. Will Order Management or Advance Pricing have the ability to update theprice of a single item across multiple price lists, or do a mass priceadjustment for a group of selected items, again across multiple price lists?Advanced Pricing in 11.5.1 does not provide the ability to update the priceof a single item across multiple price list. However, it does provide thecapability to adjust prices at group levels of customers and items. Formany customers, that capability sharply reduces the need for massmaintenance. Advanced Pricing disconnects discount modifiers from pricelists, and allows both price lists and discounts to be defined as applyingto customer groups, item groups or item categories as well as at thecustomer or item level. A wide variety of groupings are possible. Many ofusers will find that they can reduce the number of different price listsrequired because they can define price lists that apply to particulargroups. After several discussions with customers who where concerned aboutmass maintenance, it was found that when they really understood howAdvanced Pricing really works, their level of concern decreased. Therefore,this option should be reviewed and thoroughly discussed where massmaintenance is a concern.A true mass maintenance capability (e.g. the ability to update the price ofan item across multiple price lists, modifiers, etc) is scheduled for afuture maintenance release of 11i. 8. In Release 10 and 11, when a price list was copied, the effectivity dateswere not copied. Is this functionality available in Release 11i?In Release 11i you have the option to copy the effective dates at the PriceList Line Level to a new price list. The Price List Header effectivitydates do not copy. But, you do have the option to put new effectivitydates on the Price List Header. FREQUENTLY ASKED QUESTIONS 1. Does the functionality to return more than I shipped exist?No, you are only able to return the quantity fulfilled on the order line. 2. When processing an RMA to Oracle Receivables, will the original price beused if the item price amount has changed?You have two options of pricing when doing an RMA:A. Price as of current date.B. Retain original price. If you choose this option, the price informationis taken from the original order line. So the price that was on theline at the time of invoice, is the price that will be credited. Thereis not a call made to the engine. 3. Does Order Management (OM) and iPayment support credit card RMA's?OM does not support credit card RMAs right now. 4. Where and how are serial numbers entered on RMAs?On the Sales Order form, after you have entered the header and lineinformation, click on the 'Actions' button. >From the LOV choose'Return Line Lot/Serial Numbers'. This will allow you to enter the Quantityand Serial Number range.NOTE: If the RMA references sales order lines with serial numbereditems, the system will not validate the serial number selected from the LOVagainst those on the sales order lines. There is a documentation bug on this,2348861. 5. If an RMA is processed correctly but when it goes through the approval cycleit fails. However, the RMA does not get cancelled. You look at thenotification response and it is received but the notification is

closed andthe OEOH item_type associated with the order has a result of 'FAIL' but theworkflow process stops at 'Approval Failed' in the subprocess 'ApproveReturn Order'.The RMA will not get cancelled. This is functionality. You will have tocancel the order manually. 6. How can I run the RMA interface in Order management?You cannot run the RMA Interface manually. It is an API, therefore, done in theworkflow background. 7. Can we retain the same line numbering when creating an RMA for an ATO Model?When we create the RMA all items become Standard Items and no longerretain the MODEL attributes. So it is not possible to retain the linenumbers. But we retain the sequence for the lines (check the fix forbug 2226940). 8. When doing a return for an ATO Model, we see in the LOV both the Top modeland the newly configured item are available for return. Why?The TOP Model Line is not shippable but has a price on it togenerate the credit. But the Configured item is shippable andis the one which is received as a RMA in the Warehouse but ithas no price on it. So it doesn't generate the credit. It acts asa fulfillment (precondition) for issuing credit on TOP model line RMA. 9. Why is the Return Activity Form blank after a return is received?Per Bug:1643411, the Additional Line Info > Return Activity will show datafor the Outbound line against which the Return is created. This screenwon't show information for a Return Line.So query the Order/Line against which the RMA is created and go to Additional Line Info -> Return Activity. You will see the details about thereturn lines for that outbound line.When a return is created from an outgoing order, and that order is received,the receiving activity appears on the Return Activity form of the originalorder (the one you copied from).. Move Order FAQ Q1. What is a Move Order transaction?A1. Move Order is a request for a subinventory transfer or an account issuealso known as an account transfer. Move Orders allow planners and facilitymanagers to request the movement of material within the warehouse or facilityfor replenishment, material storage relocations and quality handling, etc. For all Move Orders the final result will be one of two supported transactions:subinventory or account transfer. Subinventory transfer transactions may stillbe initiated without utilizing the Move Order function if desired. Q2. What Move Order source types are available?A2. There are three Move Order source types:A. Move Order RequisitionGenerated by:* Manually generated request inside InventoryNavigation Inventory>Transactions->Move OrdersThe requisition is a manually generated request for a Move Order.May optionally utilize the approval processing - the requisition canoptionally go through an Oracle Workflow approval process before it becomesa Move Order. If no approval process is used, the requisition becomes a moveorder immediately.B. Replenishment Move OrderGenerated by: * Kanban Cards when pull sequence calls for subinventory transfer(intra-org Kanbans)* Min Max Planning Report planned at the Subinventory Level* Replenishment CountsReplenishment Move Orders are pre-approved and ready to be transacted.C. Wave Pick Move OrderGenerated by: * Sales Order picking* Internal Sales Order pickingThe Order Management pick release process generates move orders to bringmaterial from its

source location in Inventory to a staging location, which isdefined as a subinventory. In other words, a subinventory transfer. Wave Pick Move Orders are pre-approved and ready to transact. Pick slips canalso be generated for these Move Orders from Inventory with the release of theOracle Order Management module. Q3. What are the components of a Move Order?A3. The Move Order has three components:*Move Order Header: Order Type Default SourceOrder Number Default Destination* Move Order Lines: Item SourceProject/Task DestinationRequest Qty Completed Qty* Move Order Line Detail: Item Destination DetailsLot/Serial/LocatorQuantity/UOMSource DetailsMove Order Header - Oracle inventory uses the Move Order header to store theMove Order source type which refers to the entity that created the Move Order.An Order could be a pick wave, sales order pick, a replenishment type (Kanban,Min-Max, Replenishment Count) or a requisition. The Move Order header alsostores the default source and destination location in the event of a subinventorytransfer, or an account in the event of an account transfer. The header alsostores the Move Order number and the requested date.Move Order Lines - Move Order Lines are the requests on a Move Order. They storethe item, requested quantity, completed quantity (for partially fulfilled MoveOrder), a source and destination if known. The Move Order lines also includeany project and task references, if the organization is project manufacturingenabled.Move Order Lines Details - Move Order Lines Details contain the informationnecessary to fulfill a particular request line. For instance, the materiallocator, lot or serial control information will be contained at the line detaillevel. These details are automatically populated by Oracle Inventory whenpicking rules and item transaction defaults for destination locators have beensetup, or the user can manually fill in the details. It is highly recommendedthat the item transaction defaults feature be set up in Release 11i:Inventory>Setup->Transactions->Item Transaction DefaultsQ4. What is the basic process flow of a Move Order Requisiton?A4. The Move Order process deploys the following steps:* Create the Move Order for required material. You can manually create therequisition or it may be automatically generated at Pick Release, KanbanReplishment, Min-Max or Replishment Count reports.* Approve the Move Order if required. There is a seeded Oracle Workflow forMove Order Approvals. If approval is required then the Item Planner mustapprove the Move Order Lines. All automatically generated Move Orders arecreated with an automatic approval. If you do not desire to requireapprovals in your Inventory Organization for manual Move Order Requisitionsthen you must set your Time Out period parameter to '0' and the TimeOutAction parameter to 'Approve'. Navigation: Inventory->Setup->Organizations->ParametersChoose the Inventory Parameters Tab.* Detail the Move Order. Detailing is the process that uses Oracle Inventorypicking rules to determine where to source the material to fulfill a requestline. The detailing process fills in the Move Order Line Details with theactual transactions to be performed and allocates the material to the MoveOrder. You should not detail a Move Order too soon in the business processbecause the detailing process for a Move Order creates pending transactionsand removes that quantity from an availability picture. Detailing should notbe done until you are ready to print a pick slip and actually move

thematerial.* Print a pick slip if desired or push the Move Order Line Details to mobiledevices for transaction through the Move Order API - Move OrdersINV_Move_Order_PUB.* You are now ready to transact the Move Order. You can transact all the orderlines at once or one detail line at a time as the items are moved. If youtransact less than the requested quantity, the Move Order will stay openuntil the total quantity is transacted, or the Move Order is closedor cancelled.Q5. What new tables, forms or profile options are used with the Move Orderfunction? A5.TABLESMTL_TXN_REQUEST_HEADERSMTL_TXN_REQUEST_LINESFORMSMove Orders (INVTOMAI)This form allows you to create and approve Move Orders by specifyingitems, source and destination locations, quantities and other orderinformation.This form includes the following windows:Find Move OrdersMove Order Header SummaryMove Order Lines SummaryTransact Move Orders (INVTOTRX)This form allows you to transact Move Orders and to view and updatesourcing information.This form includes the following windows:Find Move Order LinesTransact Move OrdersTransact Move Order Line DetailsPROFILE OPTIONTP:INV Move Order Transact FormThis profile option allows the Move Order transaction mode to be set aseither online, background or concurrent request.. FREQUENTLY ASKED QUESTIONS Q1. What indicates that the interface managers are running?A1. In the Inventory responsibility screen go to :Setup/transactions/interface managersThe four Interface Managers are displayedCheck to make sure the status of each is 'Active' Q2. How can they be started?A2. In the Inventory responsibility screen go to :Setup/transactions/interface managersClick on the transaction manager to startClick on the "Special" menu then select"Launch Manager"Resubmit options are:AT: For a particular timeInterval: To launch periodically {minutes, hours, days, months}Never: Submits only onceThen press "Submit" button. Q3. The managers keeps going inactive, why?A3. In the Inventory responsibility screen go to :Setup/transactions/interface managersClick on the transaction manager to startClick on the "Special" menu then select "Launch Manager"Use the resubmit option as "Interval"Choose "5 Minutes"This will allow the manager to be resubmitted every 5 minutes.If they are going inactive, then they are probably set only to submitonce. Q4. Why do the Interface managers never get past "Pending" status?A4. The Interface managers are launched and stay in "Pending"mode. During the resubmit period of time set for thattransaction manager, it will check to see if there are requestsready to process. If so then a new process called "Workers"will then be launched by the transaction manager. Theserequests will finish as a normal request while the transactionmanager will stay in "Pending" mode. To see this go to:Help/View my requestsQuery for "Worker" in the "Program name" column.Here the "Worker" processes will be shown. Q5. Error message "APP-05647, remote call failed because no manager wasavailable". What does this mean?A5. Typically this indicates that a concurrent manager is not running.Check to make sure the

concurrent managers are running:Sysadmin/Concurrent/Managers/administerCheck the "columns for "Available" and "Target" for the InventoryManager and the Remote Procedure Manager. They shouldhave a number that is equal for each manager. If not, thendeactivate and then activate the manager where these numbers are notequal. Then retry the transaction. Q6. Performance problem with the interface manager. It will workindefinitely on processing 5000 records for importing. How canthis be corrected?A6. Development has recommended that batches be broken up transactionbatches of 200 for best performance. Q7. If the interface managers resubmission time has been changed whydo they go back to intial settings? A7. The settings are created during the initial launch of themanagers. Any changes afterward will launch once at that timeinterval, but then will reflect back to the initial settingsmade on the original launch. This is the way they were designedto work.Item Setup FAQs Q8. Once an item is assigned to an organization, is it possible to removethis association at a later time?A. If you have assigned an item to an organization, it can only be deletedfrom that organization if the item has NOT been transacted. If it has beentransacted against you cannot delete the item from the organization.See the Oracle Inventory User's Guide.You can, however, make the status of the item "inactive" on the main regionof the Item Define form INVIDITM in 'Item Status' field. This will preventusers from transacting against the item although the item will continue tobe included in LOV's. Q9. How do you setup Unit of Measure for an item?A. When transacting an item, it will always default to the defined PrimaryUnit of Measure, so if you need to use another UOM, you must select it fromthe List of Values when you transact it.This implies that you want the Primary Unit of Measure to be that which isused most often and which is likely to be the smallest unit of that typeof item. Once you have set the primary UOM for an item, it CANNOT bechanged. Q10. How do I change an item's locator control method once I have transactedagainst it, for example from No Control to Prespecified?A. You cannot change this attribute if there is onhand quantity for the item.You must first perform a miscellaneous issue of all quantity. Then theattribute can be changed and once the locator(s) are set up, you canperform a miscellaneous receipt to receive the quantity back into aspecified subinventory/locator. Q11. How do I change an item's Unit of Measure?A. You CANNOT change the UOM for an item once the UOM is assigned to the item.The suggested solution is as follows:If the item has not been transacted you can delete the item and then re-addit with the correct UOM.If the item has been transacted and has no outstanding orders, purchaseorders or WIP jobs you can do the following if approved by your management.1. Rename the existing item '123' to '123-Bad UOM' and save the item.Any prior history for item '123' will now be associated with item'123-Bad UOM'.2. Add a new item '123' with the correct UOM. Q12. How do I delete an Item Template I no longer use?A. Suggested steps to follow to delete unwanted Item Templates:1. Navigate Setup: Items: Templates - Find Item Templates form appears.2. Click on the

LOV, and select the Item Template that is to be removed.3. Click the [Find] button on the Find Item Templates form.The Item Templates Summary form appears, with the Item Template selected.4. Click the [Open] button on the Item Templates Summary form,and the Item Templates form appears.5. From the menu, select Edit Delete Record,then select Action Save and Proceed.6. Close the Item Templates Summary form.Be careful not to delete Item Templates you may need again as they are notretrievable once deleted.---Q. Is there a way to create custom item attributes?A. No but you can create and define the descriptive flexfield for this form.This will allows you to associate additional data with an item such as an attribute.See the Oracle System Administrators Users Guide and the Oracle Flexfields Manualfor information on creating Descriptive Flexfields. Q13. Why does the application prompt you for Organization when you enter theMaster Item form for the very first time even though you have only one MasterOrganization.A. Once you setup a Multi-Org environment and you enter the form for the first time,there is the possibility there can be more than one Master Organization.The application therefore prompts you for an organization which is thenused to determine the Master Organization associated with it. In other words,you are choosing the Master Organization by choosing one of the Orgs that belongsto it.-Q14. How do you change the control level for item attributes from master levelto organization level for example. When I try to change this in theAttribute Control Form, I get the message: frm-40200: field protectedagainst update.A. First change value of the field called "status" to "not used". You shouldthen be able to change the control level of the attribute from master levelto org level. Make sure and change to status back to what it was beforethe change and save the record. Q15. How do I inactivate an item?A. On the Master Item Form (Inventory->Items->Master Items), change the item statusfield to "Inactive" or any another defined status which disables all attributesthat make an item usable (stockable, shippable, orderable, etc.). The "Inactivate"status comes pre-seeded with the Application and is for this purpose. Q16. What characters can I use in an item name (including special characters)?A0. The only hard fast rule is not to use the character designated in the segmentdelimiter for the System Item Flexfield. Also, you will not be able to enterany characters not allowed by the valueset associate with the flexfield. Itis recommended that you avoid the use of any char that can be used as a delimiterto avoid future problems. It is best to not use special characters like #@%& if atall possible as these may have a negative impact down the road. Some characters,like percent (%), underscore (_), and pound(#), have special meaning when performingqueries by form as do the query operator characters (=!><). Q17. Can you have multiple Unit of Measures for an item? A. This is not currently supported in Oracle Inventory but is being considered for future releases. Q18. Can you change the costing enabled and inventory asset flags on an item that has already been transacted against even if there is no onhand quantities for the item? A. Yes, you can change the flags. If you are changing the flags from checked to unchecked you will receive a warning that the associated cost

records will be deleted alerting you that the Cost of Goods will not be calculated any longer for transactions of this item. In effect what you are doing is changing the item from an asset iem to an expense item. If you are changing the flags from being unchecked to checked then a database trigger will fire and cause cost records to be added for this item. There is no warning that is given. Q19. When I create a new item, and choose to assign to All orgs, the application allows me to even though some of those organizations are restricted to my responsibility. Is this the way it is supposed to work? If I assign in an Organization by Organization fashion, I am not allowed to assign to the restricted organizations. A. The situation described is standard functionality. Even if a responsibility has limited access to a certain number of organizations, the "Assign to All Organizations" check box will assign the item to all orgs, not just the ones limited to the user's responsibility. Q20. How do you tell that an item is an expense item or asset item? A. Navigate to the Organization Items form: Inventory->Items->Organization Items.Query up the item in question.Change to the "Costing" alternative region.The value of the "Inventory Asset Value" flag determines this.If checked, the item is an asset item. Q21. Is there a way to delete or disable an item revision once entered?A. There is no way to delete a revision nor is there a way to disable it. It mustremain there for historical data. An enhancement request has been loggedfor this issue (BUG 351543) and has been approved for user vote by Oracle UserGroup members. The suggested workaround is to create a new item, transfer anyQuantity onhand from the old item to new item and delete the old item.The only down side is you will lose some transaction history. Q22. What is multi org architecture?A. The multiorg architecture is meant to allow multiple companiesor subsidiaries to store their records within a single database.The multiple Organization architecture allows this by partitioning datathrough views in the APPS schema. Multiorg also allows you to maintainmultiple sets of books. Implementation of multiorg generally includesdefining more than one Business Group. Q23. How can I know if I am using multi org?A. Run the SQL statement:select multi_org_flagfrom fnd_product_groups;The result 'Y' means your database is setup for multiorg. Q24. What are the relationships I can define in a multi org environment?A. You define the relationships among inventory organizations,operating units, legal entities, Business Groups, and sets of books tocreate a multilevel company structure:. Business Groups separate major segments of a business. Each can haveit's own set of books. Each Group will also have a structure of otherorganizations classifications assigned to it.· Legal Entities post to a Set of Books· Operating Units are part of a Legal Entity· Inventory Organizations are part of an Operating Unit· Inventory Organizations define and maintain items used by othermanufacturing modules (Order Entry, Purchasing, MRP, etc.). They alsocollect and pass data to the Financials modules. Q25. I want to setup additional organizations, do I have to setup multiorg?A. No, you do not need to setup multiorg. You do not have to bemulti-org to have multiple organizations only if you intend to have multiplesets of books.

Q26. Is there any documentation on how to setup an organization?A. · Refer to "Oracle Manufacturing Implementation Manual" part#A50765.· Refer to "Multiple Organizations in Oracle Applications"part#A58478 for Release 11 and part#50771 for Release 10.· Also refer to note 76440.1 for Organization setup steps. Q27. When my organization hierarchy changes, can I move an organization fromone set of books or legal entity to another?A. No, you should not try to move an organization from one set of booksor legal entity to another because your data may not be valid for thenew set of books or legal entity. Instead, you should disable the oldorganization and create a new organization for the appropriate set ofbooks or legal entity. The new organization will contain your new data,and the disabled organization will act as an "old" or "history" entitythat stores past transactions. Q28. How can I setup a child org to be its own costing organization?A. Steps:· Change the attribute control for "costing enabled" to organization level· Change the attribute control for "inventory asset value" to organization controlThen you can make a child organization it's own costing organization byentering the organization name in the column labeled "Costing Organization" Q29. How can I define organization restriction?A. Use the Organization Access form (INVSDORA) to restrict the list of organizationsdisplayed for each responsibility level.Refer to Oracle Inventory User's Guide for steps and important notes.**WARNING** If you populate any rows in this form, you MUST populate a row forEACH responsibility that you wish to have access to that Organization. Q30. What responsibility do I need to use to setup organization?A. Use the General Ledger responsibility to define the Set of BooksUse the Inventory Responsibility to define Organizations and other relatedinformation such as Inventory Key Flexfields, Locations, Workday calendar,other Organization Classifications, and other inventory information. Q31. What are the main profile options relating to Organization setup andwhat are they used for?A. · HR:User Type = HR UserThis is necessary to allow the Inventory responsibility to completethe organization setup. Setting the profile to a value of 'User' asopposed to 'Payroll & User' will restrict the Inventory user fromaccessing any Payroll information if Oracle Payroll is installed.· HR: Business Group = {the users Business Group name}This points the responsibility to the appropriate Business Group.When multiple Business Groups are defined, you must associateeach responsibility with one and only one Business Group.A responsibility can not see organization data from more thanone Business Group.· MO: Operating Unit = {the users Operating Unit name}Used primarily in a multiorg environment.This points the responsibility to the appropriate Operating Unit.Set the site level to the desired default operating unit.If there is more than 1 Operating Unit Defined,this profile option must be set at the responsibility levelfor each responsibility. FREQUENTLY ASKED QUESTIONS ABOUT PHYSICAL INVENTORY 1. Why am I getting a FRM-40735 error when I enter a Physical InventoryDescription? 2. Why can't I generate blank tags for my Physical Inventory?

3. Why can I enter invalid locators on my Physical Inventory Tag Counts? 4. Why can I see voided Tags on my Physical Inventory Adjustment Report? 5. Why do I see asterisks on my Physical Inventory Adjustment Report? 6. When can I purge my Physical Inventory?QUESTIONS & ANSWERS Q1. Why am I getting a FRM-40735 error when I enter a Physical InventoryDescription?A1.------The DESCRIPTION you choose for your Physical Inventory cannot be greaterthan 50 characters. Q2. Why can't I generate blank tags for my Physical Inventory?A2.------Choose "Blank" as the Tag Type, and then decide how many Blank Tags youwill need. Enter your Starting Tag and Ending Tag Numbers, and then thedigit increments. The easiest way to define digit increments is to useonly the character "1". It is suggested you define a larger digit incrementthan you may need, so unexpected Blank Tags can be printed later in thePhysical Inventory, if needed. Example: You decide you will need 75 BlankTags, and your digit increment is defined as 1111. Your Starting Tag Numberwill be 0001 and your Ending Tag Number will be 0075. Q3. Why can I enter invalid locators on my Physical Inventory Tag Counts?A3.------This is designed functionality. You are doing a stock count on ACTUAL physicalgoods, and by design, Oracle allows all subinventories and locators, even thoughthey may not exist on a pre-defined list. Pre-defined list can be createdin /Inventory/Setup/Organizations/Stock Locators form.If Locator Control in /Inventory/Items/Organization Items or Master Items formInventory alternative region is set to Predifined, you will need to haveyour locator created in Stock Locators form first.Physical Inventory allows entry of practical counts, and if this is restricted to a pre-defined list, then actualcount and location will not be accurately recorded.However, items in invalid locators cannot be transacted on. To correct this,define the new locator as a valid combination after completing the PhysicalInventory. You can then transfer the items to another locator, anddisable the new locator, or simply leave the items where they are. Q4. Why can I see voided Tags on my Physical Inventory Adjustment Report?A4.------If you void a default tag which has a valid Stock Keeping Unit (Item Number)then all quantity for that location is changed to zero. The Tag shows upon your Adjustment Report because an adjustment (to zero) was made for thatlocation. Q5. Why do I see asterisks on my Physical Inventory Adjustment Report?A5.------This commonly happens in the adjustment column of the Report. The asterisksindicate that that values are too large for the column view (Overflow Condition).Have someone with SYSADMIN responsibility navigate to: PROFILE-> SYSTEM->INV: Dynamic Precision Option for Quantity on Reports. You will find thevalue set at -999,990.0000. Simply removing the comma will all for largernumbers in the adjustment quantity column.*** Note: Please do this first in a test environment.Q6. When can I purge my Physical Inventory? A6.------You can purge a physical inventory only when all adjustments for all tags havebeen approved and the adjustments have been launched. Revision/Lot/Locator/Serial Control FAQ

Q1. What are the possible values for current_status for the serial numbers inthe mtl_serial_numbers table? A1. 1 - Defined but not used3 - Resides in stores4 - Issued out of stores5 - Resides in intransit6 - Pending status Q2. What does it mean when you have a serial number in the mtl_serial_numberstable with current_status = 6?A2. If the status is '6' there are pending transactions for this serialnumber in mtl_material_transactions_temp table. Or your system terminatedabruptly and assignment never was completed. Q3. What is the precedence of Locator Control?A3. Locator control at the organization level overrides locator control atthe subinventory level, and locator control at the subinventory leveloverrides locator control at the item level. Q4. How do restrict subinventories and locators for items for transactionpurposes?A4. You need to default the Subinventory and Locator both.To assign items to subinventories and locators:1. Navigate to Inventory Setup -> Organization -> Subinventory2. Query on the subinventory you want to assign an item to.3. Choose the Item/Subinventory button. The Item Subinventorieswindow appears.4. Enter an item to assign to the subinventory.Note: You restrict an item to the subinventory you assign hereby setting the Restrict Subinventories attribute when youdefine the item.5. Enter locator to assign to the item in the subinventory.Note: You restrict an item to the list of locators you definehere by setting Restrict Locators attribute when youdefine the item. This will allow the locator assigned tothe item to be the default locator when you perform amiscellaneous receipt, for example. If you assign morethan one locator to an item, a list of values of thelocators will appear for you to choose from. Q5. How do I load item revision history?A5 If you are loading only one revision per item you do not need topopulate the table mtl_item_revisions_interface. All you have to do isput the revision in the column revision of the tablemtl_system_items_interface.If you are loading more than one revision per item then you need to dothe following:1. You must use the item_number column in themtl_system_items_interface table. The value of the item_numbermust equal the concatenated segments(n) of the item beingimported plus the segment separator.2. Do not populate the revision column in the tablemtl_system_items_interface.3. Populate these rows in the mtl_item_revisions_interface table:process_flag = 1transaction_type = ?CREATE?set_process_id = 1organization_id = master orgrevisioneffectivity_dateimplementation_dateitem_number = (Must match the item_number in themtl_system_items_interface table)4. Each row in the mtl_item_revisions_interface table must have therevision and effectivity_date in alphabetical (ASCII sort order)and chronological order. The revision format must match thestarting revision in the Organization parameters. In otherwords if the starting revision is 00A then the revision columnsin mtl_item_revisions_interface must match this format (00A,00B, etc.). Q6. What is necessary to change the locator control options.A6. To change the locator control options you must make sure that there areno quantities on hand at whatever level you are trying to change thecontrol.

(i.e. if you are trying to change the locator control optionat the subinventory level, then that subinventory must not have anyquantity onhand for any item.) Q7. How do you setup transaction default subinventories and locators foritems for transaction purposes? A7. You need to default the Subinventory and Locator for both.To assign items to subinventories and locators:1. Navigate to Inventory Setup -> Transactions ->Item Transaction Defaults2. Enter item you want to set a subinventory.3. Choose the Default type: Receiving or Shipping. 4. Enter the subinventory.Note: This will ensure that Oracle Order Entry will displayinformation when shipping item. Oracle Inventory willdisplay information when receiving item.6. Change region to Locator.7. Follow steps 1 through 4 and then enter the locator.. Frequently Asked Questions On Demand. Q1. How to release demand from mtl_demand table for cancelled linesand orders that are still showing up on the MDS as Demand.A1. Go to Metalink and download and apply patch number 964893.This patch has been created to fix some demand-related data corruptioncaused by some bugs which have already been fixed in latest release ofthe Oracle Order Entry application. The script fixes the following corruption:1. Outstanding Demand/Reservation against a "Completely Cancelled" Order Line.2. Outstanding Demand/Reservation against a "Closed" Order Line.3. Child Reservations that exist even though Parent's Demand has been set to 0.4. Duplicate records for Order No., Order Type and Order Source combinationthat exist in MTL_SALES_ORDERS table.5. Order Demand that exists without a Parent in MTL_SALES_ORDERS table.Although use of this script is NOT harmful, yet, it's recommended thatclient applies latest available patchsets to fix root causes of theseDemand corruption.Please check the Readme file for Special Instructions. Q2. How to release records stuck in MTL_DEMAND_INTERFACE table with error_code=0,line_item_uom=SD and action_code=null.A2. Run the Close Orders Program from Order Entry.These records are created afterSupply_Demand inquiry, creating line_item_uom = SDThe Close Orders Process (Order Entry) will delete recordsfrom mtl_demand_interface table only if the corresponding lines are closed.Please check if the lines are closed and reset.The Close Orders Process, once the order/lines are closed, looks in toMTL_DEMAND_INTERFACE table for records that are marked to be deleted, or forthe records that are matching with the closed lines.Check whether the order/lines are closed by the Close Order program or not.There may be some other reason like active holds on the lines which is causingthe line not to close. If you can not find any reasons (holds, etc) for theserecords, such records can be safely deleted.You need to run the following Script:Delete from mtl_demand_interfacewhere (action_code is nulland line_item_uom = 'SD')or error_code=0; Q3. When do demand or reservations get released?Sales Orders are completed and Inventory Interfaced, but the sales still showin the Supply/Demand Form. Why?A3. Demand/Reservations and On hand Quantities Relationship:1. Order Entry runs the Inventory Interface (OEVMAI) for the corresponding saleorder, and will insert a record into the MTL_TRANSACTIONS_INTERFACE table(Inventory

table).2. The Transactions Manager (INCTCM) will submit the transaction worker toprocess the records written to the MTL_TRANSACTIONS_INTERFACE table by (OEVMAI).If those records pass the required sequence of events, then the records will bemoved into the MTL_MATERIAL_TRANSACTIONS_TEMP table. The transaction worker iscalled to process the records.If the records pass the validation process, then the INLTUQ will update theMTL_ONHAND_QUANTITIES table to reflect the current on hand quantity, at thesame time a record will be inserted into the MTL_MATERIAL_TRANSACTIONS(Inventory History table) and will show the corresponding transaction type.At this point your Demand and Reservations should be released from theMTL_DEMAND table. Please run a query for the corresponding Item Number usingthe Item Supply/Demand form to confirm that the demand and reservations forthose particular sales order has been released.This form also will give you the Current On Hand Quantity and AvailableQuantity. Navigation path: From Inventory Responsibility, On Hand, Availability/Item Supply Demand/enter the item number and select all subinventories. This will bring up the Item Supply/Demand Form. FAQ on Available to Promise (ATP) Q1. Doing an ATP check and it fails with APP-5649 ON FORM INVDVATPA1. Please apply Patch 1083935ATP check end with error APP-5649 Remote call failed due to a time out.Ensure to relink INCTM and all objects. Q2. INVDVATP Does not take into account the quantity of a PO.A2. Bug: 593537The parameter 'Include Discrete MPS' has to be setto 'No' for the ATP to show the quantity. The logic behind this is as follows:When a PO is created the quantity information is stored as a supply source(to_org_quantity in mtl_supply table with supply_type PO)This PO source might possibly get consumed by MRP (if installed) andMRP will come up with MRP quantity and a schedule.(mrp_primary_quantity in mtl_supply table)If MRP is installed as well asIf "Include Discrete MPS" is set to "Yes" thenATP logic uses MRP resultant quantity for supply source.elseATP Logic uses to_org_quantity which is same as PO Quantity.Now as soon as you have the PO created the PO quantity would be whatever youhave ordered and MRP resultant quantity would be null (0). Hence the ATP isgetting you 0 qty. You need to run the Forecast consume process under MRP toconsume the planned receipts (In this case this PO). So until the MRP reliefprocess is tun, the MRP quantity is not reflected in the supply table andhence it is zero.Please run the \nav\mrp\forecasst\consume process and then run ATP. Thisshould give you the anticipated results. Q3. ATP RULES ARE BEING CREATED BY SYSTEM [Release 10.7]A3. Review of Note: 2122177.6 states the following:The records in the table MTL_ATP_RULES with created_by values as 0 ( zero )are generated by the system.Please do the following to resolve the problem :1. Delete these records with following SQL Statement by logging into SQL*PLUS :SQL > DELETE FROM MTL_ATP_RULES WHERE CREATED_BY = 0;SQL > COMMIT ; FAQ Details

Q1. What is the difference between 'Accrue On Receipt' and 'Accrue at Period End'?A: Accrue On Receipt means that when a receipt is saved, accrual transactions are immediately recorded and sent to the general ledger interface. This is also known as "online" accruals. Accrue at Period End means that when a receipt is saved, the accrual transactions are not immediately recorded and sent to the general ledger; instead, the accounting entries are generated and sent at the end of the month by running the Receipt Accruals - Period-End Process.All items with a destination type of either Inventory and Outside Processing are accrued on receipt. For items with a destination type of Expense, you have the option of accruing on receipt or at period end. Q2. Why are expense items typically accrued at period-end, and why are inventoryitems always accrued on receipt?A: One should accrue on receipt if perpetual inventory is adopted to facilitate reconciliation between inventory valuation reports and accounting entries. Expense items typically are not accounted for on a daily basis, and most companies find it easier to account for and reconcile these expenses at monthend rather than at the time each individual expense is incurred.When both inventory and expense items are accrued on receipt, the following problems may be encountered:A) Receiving inspection balances will include both inventory assets and expenses, so at the end of the month, they will need to be manually reclassified.B) The number of entries needed to research and reconcile the perpetual A/P Accrual Account(s) becomes significantly increased. Since the expense receipts could double the number of accrual accounting entries to process, the Accrual Reconciliation Report could take twice as long to run. The amount of time required by your staff to research any discrepancies would also increase. 7 . Development will not be providing a script which will remove or inactivate the old profile option. The application does not offer the ability to inactivate or remove profile option values. To resolve the issue, either of the other two values (the second and third as mentioned above) in the list of values can be used for the profile option and users should then be able to approve a purchase order. Q4. How do I identify Document Manager failures while Approving a Document? A: To identify the document manager error number, please look at the attribute DOC_MGR_ERROR_NUM in the wfstat log provided. DOC_MGR_ERROR_NUM VALUE - MEANING:1 Document Manager Timed Out (It is taking more than 180 sec to complete the activity). Bounce the Database and Restart the PO Approval Document Manager. 2 Document Manager is Down. Please restart the PO Approval Document Manager.3 Exception in the Code. In this case look at SYSADMIN_ERROR_MSG attribute for more details. Check MetaLink for known exceptions. Q5. What do I do when I get a Document Manager Failure Notification? A: For customers on Family Pack and above: 1. A new item type POERROR is created for handling the error process in case of any document manager related issues. 2. The following workflow attributes are defined with implementation specific values. (These need to be set in POERROR wf) DOC_MGR_WAIT_RELATIVE_TIME amount of time processes will have to wait before getting picked again. (default 0) RETRY_COUNT number of attempts to get document manager for approval (default 0) TIMEOUT_VALUE - amount of

time for notification to automatically close itself. (default 0) SYSADMIN_USER_NAME - application user (typically system administrator) who can receive notifications for document manager related errors in status 1 and 2. (MUST BE SET BY CUSTOMER TO A VALID USERNAME) 3. The workflow background engine always needs to be running for the POERROR item type. The interval between document manager retries is dependent on the following factors - attribute DOC_MGR_WAIT_RELATIVE_TIME - work flow background engine wait period Irrespective of the approval mode, there has to be separate workflow background process for the POERROR item type which will "poll" those processes to complete their "wait" periods and get picked for processing again. Once the background engine is started, it will try to approve the document again. Users are not sent any notifications for status 1 and 2 errors. Status 3 errors are reported to the user and not to the system administrator. Q6. What is the title of the executable file that represents the Document Approval Manager, and where is it located on the server?A: The executable file that contains the code for 'PO: Document Approval Manager' is POXCON. This file can be found on the database server in the $PO_TOP/bin directory. For a Windows NT environment, the file will be named POXCON.EXE and the FIND FILE tool should be utilized to locate it. Q7. Is it necessary to have the Document Approval Manager running, and how many target processes should be available?A: Yes, it necessary for the PO Document Approval Manager to be running in order for the approval process to complete. The number of target processes should be greater than or equal to the number of processors in the database server (actual processes). Number of Target Processes => Number of Processors on Server (actual process) Q8. How does the Document Approval Manager get restarted?A: The Document Approval Manager gets restarted on the Administer Concurrent Managers form, using the following steps: Responsibility: System Administrator Navigation: Concurrent -> Manager -> Administer - Locate the PO Document Approval Manager. - In the Status column, you should see something saying the manager is not running. To reactivate the PO Document Approval Manager: - Click on the line containing the PO Document Approval Manager - Click the Deactivate button. - Close and reopen the form. - Locate the PO Document Approval Manager and click on the line - Click on the Activate button. The PO Document Approval Manager should now be restarted. NOTE: The Internal Manager must be running for this process to work. If it is not running, the DBA or System Administrator must restart the Internal Manager first. Q1. Does autocreate copies descriptive flexfields from the requisition to the document you create? A: Yes, but it does not validate the information. For example: If in the requisition desc flex is not mandatory and in the purchase order it is mandatory, autocreate will not error out. It will just copy as is. Q2. Does autocreate copy Notes from the requisition to the document you are creating?A: Yes, Notes are copied from the requisition lines and the corresponding requisition header.

Q3. What are the columns on which autocreate combines the requisition lines into a single document lines?A: For purchase order, Purchasing combines the quantities of all requisition lines that have the same item, item revision, line type, transaction reason, and unit of measure onto a single document line. For RFQ?s, quantities of all requisition lines that have the same item, revision, and line type are combined. Q4. What price becomes the actual price in case multiple requisition lines with different prices are combined to single PO line?A: The lowest unit price from the combined requisition lines becomes the actual price of the purchase order line. Q5. What are the columns based on which Shipping information is combined in case of autocreate? A: For purchase orders and releases, Purchasing combines shipment information only if the requisition lines have the same need?by date, ship?to location, organization, Accrual type (period?end or on?line), and shipment type Q6. Does autocreate add to an existing PO shipment that has been encumbered? A: Purchasing does not add to an existing purchase order shipment if that shipment has been encumbered even though all the grouping columns necessary to combine shipping information are there. Q7. What can be done to open the created document directly once autocreate is done successfully?A: Set the profile option PO: Display the autocreated Document to Yes, Purchasing displays the Purchase Orders, Releases, or RFQ window, as appropriate, after creating your document lines.Q8. Can requisition line with item number and without item number [one time item] be combined to single document line in autocreate?A: If you want to combine two requisition lines for the same item, one with an item number and one without, you have to manually autocreate the document and use Modify on the Tools menu to add the predefined item to the requisition line for the one?time item. Note: You cannot use Modify with outside processing items or if you are using encumbrance or budgetary control.

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