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OrderToCashFlowCycleInOrderManagement(DocID985504.1)
InthisDocument
Purpose
Scope
Details

Createcustomer

CreateItem

OrganizationOverview

CreatestockforitemusingMiscellaneousReceipt

AssignitemtoPriceList

DefaultingRules

CreateOrder

PickRelease

ShipConfirm

Invoice

References

APPLIESTO:
OracleOrderManagementVersion11.5.7to12.2.5[Release11.5.7to12.2]
Informationinthisdocumentappliestoanyplatform.

PURPOSE

TheOrdertoCashflowisthecompleteprocessofenteringanorderintothesystem(SalesOrder),deliverythegood(s)
(Shipping),andthenproducingtheInvoiceforthegood(s).Thisinformationwillprovideguidanceonprocedurestocomplete
theOrdertoCashBusinessFlow.Itisintendedtobegenericanddoesnotrelatetoaspecificorganizationorindustry.Stepby
stepbestpracticeswithtipsandtroubleshootingreferencesareprovidedtoassistyouthrougheachphase.
TheOrdertoCashprocessisacriticalprocessthatcancauseconfusionregardingdatadependenciesbetweenproducts,
workflowstatus'andthestepsthatneedtobeperformed.Thisinformationgivesyouoneplacetofindbestpracticesand
troubleshootinginformationtohelpreduceOrdertoCashissues.
ThegoalistoprovideanoverallunderstandingandassistancewithSetup,Process,TroubleshootingandDebuggingtheOrder
toCashBusinessProcess.
OrdertoCashTransactionFlow
TheendresultwillbeaworkingOrdertoCashBusinessProcess.TheabilitytotakeaSalesOrderthroughthe
followingphases:Entry,Booking,Shipping,andInvoice.Showingtheworkingstepsthrougheachphase.
Theareasoffocusare:
RequiredSetup
CreateCustomer
CreateItem
OrganizationOverview
AvailableInventory
PriceList
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DefaultingRules
CreateOrder
Shipments
PickRelease
ShipConfirm
InterfaceTripStop(ITS)
Invoice
Alluserswhowishtosetup,troubleshootordebugabasicOrdertoCashcycleinOrderManagement(OM),thatistosayfrom
ordercreationtoinvoicing.
NOTE:Thisflowisforashippableitem.PleaserefertothefollowingNotesforadditionalflows:
BillOnly:HowDoIUseWorkflowProcess,LINEFLOWGENERIC,BILLONLYWITHINVENTORYINTERFACENote
1069241.1
BacktoBackorder:BacktoBackSalesOrderCycleInOrderManagementNote751325.1
Dropship:DropShipSalesOrderCycleInOrderManagementNote749139.1
ATOorder:ATOConfigurationCycleInOrderManagementNote844847.1
PTOorder:PTOConfigurationCycleInOrderManagementNote750059.1
Internalorders:InternalSalesOrderCycleInOrderManagementNote744481.1

SCOPE
Theexamplesprovidedhereworkasshownonininternal'Vision'instanceandareusedonanexternalinstanceatyourown
risk.Thescreenshotsweretakenfroman11.5.10CU2instancewiththelatestrecommendedpatchesapplied.

DETAILS
UsetheresponsibilityOrderManagementSuperUser,VisionOperations(USA).
CreateyourownuserfromtheSysadminresponsibilityandassignthisresponsibility.Otherwise,findthisresponsibility
alreadyassignedtouserssuchasOPERATIONS/WELCOMEorMFG/WELCOME.

TheOracleOrderManagementApplicationprovidesmanyflexiblefeaturesenablingyoutosetupyoursystemtobegin
processingorderinformation.Youmustdefineyourbusinessorderpolicies,suchashowyouclassifyyourorders,aswellas
variouscontrolfeaturespriortoprocessingorderswithintheapplication.
ThissectionwilljustgooveraveryhighlevelofsetupsrequiredwithintheVisionDatabasetoenterabasicsalesorder.
Foradetailedlistoftherequiredsetups,pleasereferOrderManagementImplementationManualSetupSteps.

Createcustomer
Defineacustomerthatyouwillenterinthesalesorder.YoucoulduseanexistingcustomerdefinedintheVisionDatabase,in
whichcasethisstepwouldbeoptionalforthetestflow.However,itishighlyrecommendedthatyoucreateyourowncustomer
ifyouneedtomakechangestocustomerspecificsetup.
Ifyouplanonusinganexistingcustomer,somecommoncustomersusedoftenfortestingOMinVisionare:
A.C.Networks,AT&TUniversalCard,BusinessWorld(CustomerNumber1608)
1.NavigatetoCustomers>Standard.
EnteranewcustomernameintheNamefield,andpressFind.
Ifthecustomernamealreadyexists,gobackandenteranamethatdoesnotalreadyexist.Pressthe'Create'
button.
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2.IntheAddressestab,clickonNew
3.EnterthefollowinginformationintheCustomerAddressscreen.
Address:Entertherequiredfields(theywillfistappearinyellow).
<BusinessPurposestab>
Usage=BillTo:CheckthePrimaryflag.Save.
Usage=ShipTo:CheckthePrimaryflag.
SelecttheBilltoLocationcreatedabovefromtheLOV.Save.

4.Noticethe'Open'buttonintheabovescreenshot.Thisiswhereyoucanenteradditionaldetailsspecifictothebusiness
purpose.So,ifthecursorisonthe'ShipTo'rowasseenhere,clickingonOpenwillallowtoenterinformationspecifictothe
ShipToLocation.ThiscanbeexaminedfurtherintheDefaultingRulessection.

CreateItem
Createanitemthatwillbeenteredinthesalesorder.UseexistingitemsdefinedintheVisionDatabase,inwhichcasethis
stepwouldbeoptionalforthistestflow.However,itishighlyrecommendedtocreateownitemifneededtomakechangesto
itemspecificsetup.
SomecommonlyuseditemsintheVisionDatabasefortestinginOMare:
AS54888,CM13139,CM18759
1.NavigatetoInventory>Items>MasterItems
2.Whenprompted,select'M1SeattleManufacturing'fromtheOrganizationslist.Ifthislistdidnotcomeup,gotoInventory>
ChangeOrganization,andmakesureyouselectthisorganization.
Noticewhenthescreenopens,theOrganizationfieldshowsV1(VisionOperations).Thisisbecausewehaveopened
theMasterItemsform,andV1isthemasterorganizationofM1.SeetheOrganizationOverviewsectionformoredetails
onthisrelationship.
3.EnteranamefortheItemandDescription.
4.GotoTools>CopyFrom.
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SelecttheTemplate'PurchasedItem'.
Clickon'Apply'andthenclickon'Done'.

5.Theseededtemplate'PurchasedItem'willassignthenecessaryitemattributestogothroughthisbasicOMtestflow.For
example,checksomeofthefollowingitemattributesthatyoudidnotneedtosetmanuallybecausetheywereassignedfrom
thetemplate.
<Inventorytab>
InventoryItem,Stockable,Transactable,Reservable
<OrderManagementtab>(clickonthearrowtotherightofallthetabs)
CustomerOrdered,CustomerOrdersEnabled,Shippable,OETransactable
6.SofardefinedtheitemintheItemMasterOrganization,V1.Next,gotoTools>OrganizationAssignment.Alternatively,
clickonthe3rdtabontheleftsideofthescreenascircledinredinthebelowscreenshot.
Thisiswhereyouwillfindalistoforganizations(childorganizations)thathaveV1astheirmasterorganization.M1showsat
thetopbecausewehadselecteditinStep2.TheitemattributesdefinedinV1canbeassignedtothechildorganizationsby
checkingtheAssignedbox.
ChecktheAssignedboxfortheorganizationM1.Itemsneedstobeenabledintheorganizationsinwhichtheywillbe
transacted.

SQLTip:
1.Findingtheinventory_item_idandorganizationassignmentoftheitem
selectinventory_item_id,segment1,organization_idfrommtl_system_items_b

wheresegment1='YSItem'

INVENTORY_ITEM_IDSEGMENT1ORGANIZATION_ID

43817YSItem204
43817YSItem207
2.Findingtheorganizationcodeoftheorganization_id'sfromInventoryparameters
selectorganization_id,organization_codefrommtl_parameters

whereorganization_idin(204,207)

ORGANIZATION_IDORG

204V1
207M1
7.TheitemattributescanbechangedateachindividualchildorganizationlevelbyclickingontheOrgAttributesbuttoninthe
screenshotabove,orbygoingtoInventory>Items>OrganizationItems.Note,however,thatthisdependsonwhetherthe
itemattributeiscontrolledatthemasterorglevelorthechildorglevel,whichisdefinedinInventory>Setup>Items>
AttributeControls.Thisisnotwithinthescopeofthistestflow.

OrganizationOverview
Inthissection,wewillgooverthebasicstructureofthedefinitionofaninventoryorganizationbylookingatthedataalready
definedintheVisiondatabase.
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Donotchangeanydataweseebelow.
1.NavigatetoInventory>Setup>Organizations>Organizations.
Querybythename'SeattleManufacturing'.Thisistheorganization(organizationcodeM1)wecommonlyuseinthe
VisionDatabasetocreateInventorytransactions,includingshipmentofsalesorders.
2.Noticetheentry'InventoryOrganization'underOrganizationClassifications.Placethecursoronthatrow,andclickonthe
buttonOthers.

3.Select'AccountingInformation'fromthelist.
PlacecursoranywhereintheAccountingInformationfieldtoseedetails.
Noticethisiswheretheorganizationisassociatedwithits'SetofBooks,LegalEntityandOperatingUnit'.
TheconceptofOperatingUnitwilloftencomeup,soitisgoodtoknowwherethisrelationshipisdefined,ie.which
OperatingUnittheInventoryOrganization(warehouse)belongsto.
ClosetheAccountingInformationwindowandAdditionalOrganizationInformationscreen.

4.PlacethecursorontheclassificationInventoryOrganizationagain,clickontheOthersbuttonandselect'Inventory
Information'fromthelist.
NoticethisiswheretheInventoryorganizationparametersaredefined.
ThisscreencanalsobeaccesseddirectlyfromInventory>Setup>Organizations>Parameters.
Noticethisiswheretheorganizationcode'M1'isspecified,andtheItemMasterOrganizationisspecifiedas'Vision
Operations'(V1).ThissetstherelationshipforSeattleManufacturing(childorg)andVisionOperations(masterorg).

5a.Asanoptionalstep,youcanquerytheorganization'VisionOperations'andcheckthatitisclassfiedasbothaLegalEntity
andOperatingUnit(seeStep3)aswellasanInventoryOrganization.IfyouchecktheInventoryOrganizationParametersfor
'VisionOperations'youwillnoticethattheorganizationcodeisdefinedas'V1'.Themasterorgisitself.
5b.Asanotheroptionalstep,youcangotoEdit>Preferences>Profiles,andrunaquerywiththeprofilename'MO:%'.You
willseethevaluefortheprofileoption'MO:OperatingUnit'being'VisionOperations'.ThisistheOperatingunitinwhichthe
OMtransactionsarecreatedwhenloggedintotheresponsibilityusedinthistestflow(forR11i).
InR12,theMultiOrgAccessControl(MOAC)featureenablesuserstoaccesstooneormoreOperatingUnitswithinone
userresponsibility.

CreatestockforitemusingMiscellaneousReceipt
1.MakesureyouareintheorganizationM1.Ifnot,navigatetoInventory>ChangeOrganization,andselecttheorganization
M1SeattleManufacturing.
2.NavigatetoInventory>Transactions>MiscellaneousTransaction,andenterthefollowinginformation:
Type:Miscellaneousreceipt
ClickontheTransactionLinesbutton
3.IntheMiscellaneousreceipt(M1)form,enterthefollowinginformation:
Item:<youritem>
Subinventory:FGI
Quantity:100
Account:InvoketheLOVandentertheAccountAlias'Miscellaneous'
Savechanges.
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MiscReceiptTransactioin
4.(Optional)Checkthematerialtransactionthatwasjustcreated.
NavigatetoInventory>Transactions>MaterialTransactions
EnteryouritemintheFindMaterialTransactionsscreenandclickonFind.
VerifythattheMiscellaneousReceipttransactionexists.
5.(Optional)ChecktheOnhandquantityforyouritem.
NavigatetoInventory>Onhand,Availability>OnhandQuantity
EnteryouritemintheQueryMaterialscreenandclickonFind.
VerifythattheOnhandquantityexists.

AssignitemtoPriceList
1.NavigatetoPricing>PriceLists>PriceListSetup.Youcouldcreateanewpricelist,butinthistestflow,wewillassignyour
itemtoanexistingpricelist'Corporate'.
Querythepricelist'Corporate'.
2.MovethecursortotheListLinessection,andaddanewlineusingCtrl+DownArrowonyourkeyboard,orbygoingtoFile
>New.Enterthefollowinginformation:
ProductContext:Item
ProductAttribute:ItemNumber
ProductValue:<youritemname>
Value:100
Therestoftherequiredfieldsshoulddefaultin.

DefaultingRules
Defaultingrulesdeterminethevaluesthatyouwanttogetdefaultedintoasalesordertoreducetheamountofinformationyou
needtoentermanually.Youcouldcreateandmodifydefaultingrules,inwhichcasetheDefaultingGeneratorconcurrent
programneedstoberun.
Inthistestflow,however,wewillonlylookatanexistingseededdefaultingruleforthefieldOrderType.Basedonthat,we
willsetupadefaultvaluefortheOrderTypeatthecustomer'sInvoiceTolocationlevel.
1.NavigatetoSetup>Rules>Defaulting.
ClickontheFlashlighticon,andselecttheentityOrderHeader.

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IntheAttributessection,placethecursoronthelinewithAttribute=OrderType,andclickontheDefaultingRulesbutton.

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2.Examinethesetupfromthefollowingscreenshot.Thisissayingthatwhenenteringasalesorder,theOrderTypewill
defaulttothevaluesetupattheInvoiceTo,ShipTo,andfinallytheCustomer,whereveritisfoundfirstinthatsequence.

3.So,let'ssetupadefaultvalueforOrderTypeatthecustomer'sInvoiceTolevel.
NavigatetoCustomers>Standard.
IntheFind/EnterCustomerscreen,enteryourcustomernameandclickonFind.
InthenextMatchResultsscreen,makesureyouplacethecursorontherowwithavalueintheCustomerNumber
field,andclickonOK.
IntheAddressestab,placethecursorontherowforyouraddressandclickonOpen.
IntheBusinessPurposetab,placethecursorontherowfortheusage'BillTo'andclickonOpen.Thisisthe'Invoice
To'levelwesawinthepreviousstep.
GototheOrderManagementtab,andentertheOrderType'Mixed'.Save.

4.Inthenext'CreateOrder'section,youwillnoticethattheOrderTypewilldefaulttoMixed,duetothissetup.

CreateOrder
Wearenowreadytocreateasalesorder.
1.NavigatetoOrders,Returns>SalesOrdersandmakesurethefollowinginformationisentered.Noticehowsomeofthese
fields(inadditiontoothers),getdefaultedduetotheDefaultingRulessetup.
*OrderInformationtab(OrderHeader)
<Maintab>
CustomerName:<yourcustomername>
MakesuretheShipTo/BillToLocationsaredefaultedin.
OrderType:Mixed
PriceList:Corporate
Salesperson:NoSalesCredit
<Otherstab>
PaymentTerms:N30
Warehouse:M1
Save.

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2.GototheLineItemstab,andenterthefollowinginformation.
*LineItemstab(OrderLines)
<Maintab>
OrderedItem:<youritemname>
Qty:10
UOM:DefaultstoEa
Save.

*InthePricingtab,noticethatthePriceListCorporatehasdefaultedfromtheHeader,andthattheListPrice100istheprice
yousetupinthepricelist.TheUnitSellingPriceisthesameastheListPriceinthisexample,butitwillshowadifferentvalue
ifthereisadiscountorsurchargeappliedtothelistprice.Forexample,ifyouapplya10%discountmodifier,theListPricewill
be100andtheSellingPricewillbe90.
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*IntheShippingtab,noticethattheWarehouseisM1.Thisisthewarehousefromwhichtheitemwillbeshippedouttothe
customer.
BooktheOrder.
Clickonthebutton'BookOrder'intheheaderorlines.

*YoushouldseeanotesayingOrderhasbeenbooked.NoticethestatusoftheorderheaderhaschangedfromEnteredto
'Booked',andthestatusoftheline(checktheStatusfieldintheMaintabofthelines)haschangedfromEnteredto'Awaiting
Shipping'.
SQLTip:
<Findingtheheader_idandstatusoftheorderbasedonordernumber>
selectorder_number,header_id,flow_status_codefromoe_order_headers_all

whereorder_number=64153

ORDER_NUMBERHEADER_IDFLOW_STATUS_CODE

6415398956BOOKED
note,order_numbermaybesameacrossordersbutheader_idisunique
<Findingtheline_idandstatusoftheorderlinebasedonheader_id>
selectheader_id,line_id,line_number,flow_status_codefromoe_order_lines_allwhereheader_id=
98956

HEADER_IDLINE_IDLINE_NUMBERFLOW_STATUS_CODE

989562015941AWAITING_SHIPPING
*Thisisthepointthata'deliverydetail'willbecreatedinShippingthatisassociatedwiththisorderline.Asanoptionalstep,
youcancheckthefollowing.
NavigatetoShipping>Transactions
EnteryourordernumberandclickonFind
IntheLines/LPNstab,youshouldfindthedeliverydetailwith
LineStatus=ReadytoReleaseandNextStep=PickRelease,whichwewilldonext.
SQLTips:
<Findingdeliverydetailinformationbasedontheorder_line_id>
selectsource_header_number,source_header_id,source_line_id,delivery_detail_id,released_status

fromwsh_delivery_details

wheresource_code='OE'andsource_line_id=201594

SOURCE_HEADER_NUMBERSOURCE_HEADER_IDSOURCE_LINE_IDDELIVERY_DETAIL_IDRELEASED_STATUS
6415398956201594279193R
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R=ReadytoRelease
*Optional:Runthefollowingqueriestounderstandthedistinctionbetweentheshippingwarehouseandoperatingunit
columnsintheorderheader/linestables.RefertotheOrganizationOverviewsectionforconcepts.207istheIDforSeattle
Manufacturing.204istheIDforVisionOperations.
SQLTips:
ORG_ID=OperatingUnitwhichperformedthistransaction
SHIP_FROM_ORG_ID=ShipFromOrganizationIdWarehouse(theInventoryOrganization)
selectorder_number,header_id,ship_from_org_id,org_id

fromoe_order_headers_allwhereheader_id=98956

ORDER_NUMBERHEADER_IDSHIP_FROM_ORG_IDORG_ID

6415398956207204
selectheader_id,line_id,line_number,ship_from_org_id,org_id

fromoe_order_lines_allwhereheader_id=98956

HEADER_IDLINE_IDLINE_NUMBERSHIP_FROM_ORG_IDORG_ID

989562015941207204

PickRelease
1.NavigatetoShipping>ReleaseSalesOrders>ReleaseSalesOrders
IntheOrdertab,enteryourordernumber.
Insomecases,youmayneedtoremovethedefaulted'To'valuefor'ScheduledShipDates'and'RequestedDates'
fields,iftheorderlineyoucreatedhasafuturedateforthesefields.Pickreleasewillonlyconsiderlineswithinthe
datesspecified.

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*GototheInventorytabandenterthewarehouseM1.Setthefollowingvalueifitisnotdefaulted.
AutoAllocate=Yes

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*GototheShippingtab.Setthefollowingvalueifitisnotdefaulted.
AutocreateDelivery=Yes
AutoPickConfirm=Yes

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2.ClickontheConcurrentbutton.

ShipConfirm
1.NavigatetoShipping>Transactions.
IntheQueryManagerscreen,enteryourordernumberintheFromOrderNumberfieldandtabout.Then,clickonthe
Findbutton.
2.NoticethefollowingintheLines/LPNstab.
Detail:Thedeliverydetailoftheshipment
Delivery:Thedeliverythatgotautocreatedduringpickrelease
LineStatus:Staged/PickConfirmed
NextStep:ShipConfirm/CloseTripStop

SQLTip:
Note,thesamequeryasbeforeshowsthatthereleased_statusisnowY(Staged).
selectsource_header_number,source_header_id,source_line_id,delivery_detail_id,released_status

fromwsh_delivery_details

wheresource_code='OE'andsource_line_id=201594

SOURCE_HEADER_NUMBERSOURCE_HEADER_IDSOURCE_LINE_IDDELIVERY_DETAIL_IDRELEASED_STATUS

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6415398956201594279193Y
<Findingthedeliveryassociatedtothedeliverydetailanditsstatus>
selectwnd.delivery_id,wnd.status_code

fromwsh_new_deliverieswnd,wsh_delivery_assignmentswda,wsh_delivery_detailswdd

wherewdd.delivery_detail_id=wda.delivery_detail_id

andwda.delivery_id=wnd.delivery_id
andwdd.delivery_detail_id=279193

DELIVERY_IDSTATUS

106904OP
3.GototheDeliverytabandclicktheShipConfirmbutton.IntheConfirmDeliverywindow,acceptthedefaultparametersand
clickonOK.

*NotcheckingtheDeferInterfacecheckbox,asshownhere,ensuresthatthenextstep,runningtheInterfaceTripStop(ITS)
concurrentprogram,happensautomatically.DeferringITS(checkingthisbox)meansyouneedtoruntheconcurrentina
separatestep.
InterfaceTripStop(ITS)canbedonefromShipping>Interfaces>Run(InterfaceTripStopSRS).
*Youwillgetamessagethatthedeliveryhasbeenconfirmed.(Sometimesitcouldshowsomewarningmessagethatcouldbe
ignoredforthepurposesofthistest).

4.GotoView>Requests,andverifythattheInterfaceTripStopcompletedsuccessfully.
SQLTip:
<FindingifITShassuccessfullyinterfacedthedeliverydetailtoOMandINV>
selectdelivery_detail_id,released_status,oe_interfaced_flag,inv_interfaced_flag

fromwsh_delivery_details

wheresource_code='OE'andsource_line_id=201594

DELIVERY_DETAIL_IDROI

279193CYY
*released_status=C(Shipped)becomesShippedaftershipconfirm,evenbeforeITS
*oe_interfaced_flag=YsignifiesITShasinterfacedshippingdatatoOM
*inv_interfaced_flag=YsignifiesITShasinterfacedshippingdatatoINV
5.Asanoptionalstep,youcancheckiftheitemhasactuallybeenshippedoutofinventory.
*MakesureyouareintheorganizationM1.Ifnot,navigatetoInventory>ChangeOrganizationandselectM1.
*NavigatetoInventory>Transactions>MaterialTransactions
*EnterthefollowinginformationintheFindMaterialTransactionsscreenandclickonFind
TransactionDate:Ensurethetransactiondateiswithintherangespecified
SourceType:SalesOrder
Source:
EvoketheLOVandclickonthebuttonCombinations
EnteryourSalesOrderNumberandOrderTypeMixed,thenclickOK
Example:58095.Mixed.ORDERENTRY
*GototheTransactionTypetab,andnoticethelinewithTransactionType=SalesOrderIssue.ThisistheInventory
TransactionthathappenedwhentheitemwasshippedoutofthewarehouseM1,hencethenegativequantity10.
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*TheothertwolineswithTransactionType=SalesOrderPick,areforthemoveordertransactionthathappened
automaticallyduringPickRelease(automaticasperthepickreleaseparameterswehadsetinthistestflow),whentheitem
wasmovedfromthepickfromsubinventorytothestagingsubinventory.Hencethereisonelineeachforanegativeand
positivetransactionfrom/toeachsubinventory.Thefinalshipmenttothecustomer(salesorderissue)ismadefromthe
stagingsubinventory.

Invoice
1.Firstlet'scheckthestatusoftheorderline.
*Navigatetothesalesorderform,andqueryyoursalesorder.GototheLineItemstabandcheckthatthestatusofthelineis
'Shipped'.
*Whilestillontheline,gotoTools>WorkflowStatus.

*VerifythattheorderlineworkflowisnowattheFulfillDeferredactivitywithastatusofDeferred.Thismeansthatthenext
stepsistoruntheWorkflowBackgroundProcess.

2.NavigatetoReports,Requests>RunRequests.
*RuntheWorkflowBackgroundProcesswiththefollowingparameters.
ItemType:OMOrderLine
ProcessDeferred:Yes
ProcessTimeout:No

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3.GotoView>Requests,andverifythattheWorkflowBackgroundProcess(WFBP)hascompletedsuccessfully.Inaddition,
noticethattheARconcurrentrequestsAutoinvoiceandAutoinvoiceImportProgramgetkickedoffautomaticallytoimportthe
invoicesintoAR.OMinsertsinvoicedataintotheARinterfacetablesthrough'InvoiceInterface',whichrunsinthebackground
(noticetheworkflowactivity'InvoiceInterface'inthescreenshotfromStep4below).ARpicksupthedatafromtheinterface
tablesthroughthe'Autoinvoice'concurrentprogram.
*IncaseyoufindthattheinvoicedidnotgetimportedintoAR(asshowninStep5below),runAutoinvoicemanuallyby
navigatingtoReceivables>Interfaces>Autoinvoice,andselectingtheAutoinvoiceMasterProgram.
Enterthefollowingparametersandsubmittheconcurrentrequest:
InvoiceSource:ORDERENTRY
DefaultDate:<today'sdate>
(Low)SalesOrderNumber/(High)SalesOrderNumber:<yourorder#>
Aftersubmissionoftheconcurrentrequest,gotoView>Requests.
YoushouldseetheAutoinvoiceMasterProgramfollowedbytheAutoinvoiceImportProgram.
Aftercompletion,clickontheViewOutputbuttonfortheAutoinvoiceImportProgramtocheckfortheerrormessages.
Autoinvoiceneedstoberesubmittedaftertheerrorsarefixed.
4.Querytheorderinthesalesorderform,andgotothelines.NoticethestatusisnowClosed.NotethattheClosedstatusin
theorderlinessignifiesthatOMhassuccessfullypassedtheinvoicedataintotheARinterfacetables,anddoesnotnecessarily
signifythattheinvoicehasbeensuccessfullyimportedintoAR(incasetherewassomeerrorduringthatprocess).
*Theworkflowstatusfortheorderline(gotoTools>WorkflowStatus)shouldnowshowthefollowingprogression.

SQLTip:
Findingthestatusandinvoice_interface_status_codeoftheorderline
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selectline_id,open_flag,flow_status_code,invoice_interface_status_code

fromoe_order_lines_all
whereline_id=201594

LINE_IDOFLOW_STATUS_CODEINVOICE_INTERFACE_STATUS_CODE

201594NCLOSEDYES
5.Whileonthesalesorderline,clickontheActionsbuttonandselect'AdditionalLineInformation'.
*GototheInvoices/CreditMemostab.Iftheinvoicedataisshownhere,thismeansthattheinvoicewascreatedinAR.Click
ontheInvoiceDetailsbuttontoviewtheinvoice.
HeretheO2Ccycleend.

StillHaveQuestions?
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