Order Management

The Oracle Order Management Suite enables you to capture orders from multiple channels, price orders, check product availability, schedule fulfillment, plan shipments, ship deliveries, and track shipments. The complete order to cash cycle can be depicted in the below figure.

If you couldn’t understand anything out of the above figure then don’t waste time and go ahead with the rest of the topic. We‘ll learn the complete order to cash cycle in 6 different chapters 1. Introduction 2. Customer 3. Order Entry 4. Order Processing 5. Advance Pricing 6. Payment

• Introduction to OM • Basic Pricing • Quote • Sales Order Flow • Shipping Execution • Special Orders • Invoicing

Introduction to OM
Submitted by Anonymous on Wed, 12/24/2008 - 11:55

The Oracle Order Management Suite consists of: 1. Oracle Order Management 2. Oracle Shipping Execution 3. Basic Pricing Order Management implementation involves several phases, including setting up other integrated applications, which include Oracle General Ledger, Oracle Receivables, and Oracle Inventory. Some setup steps are optional, depending on whether you have the integrating applications installed and whether you use the associated feature. For example, if your business supports drop shipments, you should also set up Oracle Purchasing. If you sell models and kits, set up Oracle Bills of Material and Oracle Configurator. 1. A detailed process of order to cash cycle is shown below

2. Oracle Manufacturing and Supply Chain Applications enable customers to operate using various supplychain stocking strategies. The term stocking strategy denotes a process that identifies and maintains the optimum level of your bills of material at which you should maintain your inventory, so that your inventory investment is a minimum. For example, in the ship building industry, you would not keep any inventory, whereas you would have to keep inventory in your retail outlets if you were selling shoes. The amount of time a customer is willing to wait to buy a product (delivery lead-time) is a very important determinant of the supply-chain stocking strategy. As the delivery lead-time decreases, the finished goods inventory moves closer to the consumption point. To a certain extent, product complexity can also be an important determinant of a supply-chain stocking strategy. Below Figure shows the typical position of each of these strategies in a lead-time–product complexity graph.

• Ship from stock (MTS make to stock) : You have sufficient inventory items in stock and the order
is directly fullfilled from inventory. In an MTS environment, you produce your products and stock them in anticipation of customer orders. A good forecasting system is very important to this environment because most of the material and capacity planning is done using forecasts rather than actual demand. Examples include stereo systems and television sets.

• Make to order: After entering the sales order the schedule and planning process creates a job to
fulfill the order. Once the job is completed the on hand of that particular customer ordered item is increased in the inventory and later is shipped to the customer. Standard products are designed and published in catalogs. The actual product is built on receipt of the customer order. Customers might be able to choose certain characteristics optionally. An example of this would be machine building. Each customer order may have an associated project to manage the production and delivery schedule.

• Configure to order(ATO, PTO, CTO):
Pick-To-Order (PTO) Under this strategy, a variety of shippable components are stocked. Customers order “kits” or collections of these parts under a single item number; kits can be either predefined or configured by the customer during the order entry process. The components of the kit are picked and shipped from stock; there is no additional value added after the customer order, other than perhaps packing the components for shipment. A computer system (including the central processing unit, monitor, and printer) is an example of this. Assemble-To-Order (ATO) These are also standard products and are often configured by customers. You don’t wait until the order is received to build an ATO product. Subassemblies are manufactured prior to receiving the order and when the order is received, the subassemblies are assembled to make the finished product. Automobiles and computers are examples of this type of production.

• Dropship to customer: Drop shipments is a method of fullfilling sales order by selling products without the order taker handling. Drop shipments are done because of the following reasons Customer requires an item that is not normally stocked Customer requires a large quantity of the item which is not available with you It is more economical when the supplier ships directly to the customer . The seller buys a product and the supplier ships the product directly to the seller's customer.Configure to order(CTO) It includes both the ATO and PTO.Similar to the above processes but here the customer has the facility of configuring the items on the basis of its requirement. or delivering them. stocking.

The supplier ships directly to the customer. The seller receives an invoice from the supplier and sends an invoice to the customer. • Internal Order: When the material required in one organization is available in another org we create an internal requisition and oracle converts that to a SO in the org where the item is available. The seller receives an invoice from the supplier and sends an invoice to the customer. • Back to Back order: It involves the concept of soft-pegging.In drop ship cycle. the seller receives a sales order from the customer and sends a purchase order to the supplier. The complete process is as shown below. .

Important setups .

16  Document Sequences  Defaulting Rules  Order Import Sources  Price List • Transaction Types  Defining Roles and Users  Shipping Parameters  Global Parameters  System Parameters  Container setups and process  Freight Carrier Ship Methods  Freight Costs  Shipment Transit Times • Shipping set up  Ship Confirm Rule  Shipping Document Sets  Shipping Exceptions  Shipping Tolerances • Change Management • Holds .X  Setup Steps : 12 . Accounting Rules  Setup Steps : VII .V • Setup Steps : VI .• Setup Steps : I .Payment terms.

18:16 The following is a list of each setup step defined in detail. and picking rules in Oracle Inventory. subinventories. parameters. Several defaulting values are provided. but you cannot use one organization for all . This step is optional.Setup Steps : I . and optional if you plan on using the functionality surrounding Descriptive Flexfields. Step 1 Flexfields Define key and descriptive flexfields to capture additional information about orders and transactions. Your item validation organization can be the same as your inventory source or your logical receiving organization. Step 2 Multiple Organizations Define multiple organizations in Oracle Inventory. You must define at least one item validation organization and at least one organization that acts as an inventory source for orders fulfilled internally.V Submitted by Anonymous on Sat. you must also define at least one logical organization for receiving purposes. If you plan to drop ship some orders. 12/27/2008 . This step is required for Key Flexfields. Step 3 Inventory Organizations Define inventory organizations (warehouses).

You can assign invoicing rules to invoices that you manually enter or import into Receivables through AutoInvoice. Payment terms http://www. This step is required. processing options. and system options. Setup Steps : VI . Accounting Rules Submitted by Anonymous on Sat.21:46 Step 6 Invoicing Define invoicing information. This step is required.com/user-guide/order-management/payment-terms Entering Invoices with Rules Invoicing rules let you determine when to recognize your receivable for invoices that span more than one accounting period. 12/27/2008 . Step 5 Parameters Set your Order Management Parameters to validate items. including payment terms. territories. and invoice sources. Autoaccounting parameters. Receivables provides the following invoicing rules: • Bill in Advance: Use this rule to recognize your receivable immediately.Payment terms. See Step 5 for setting your item validation organization. . Step 4 Profile Options Define profile options to specify certain implementation parameters.oracleug. invoicing and accounting rules. enable customer relationships. This step is required if you plan on transferring invoicing information to Oracle Receivables. This step is required. Several defaulting values are provided.three purposes. and operating unit defaults. • Bill in Arrears: Use this rule to recognize the receivable at the end of the revenue recognition schedule.

When you run the Revenue Recognition program for an invoice that is associated with one or more accounting rules. You can use accounting rules with transactions that you import into Receivables using AutoInvoice and with invoices that you create manually in the transaction windows. AutoInvoice will reject any transaction lines that are associated with invoice or accounting rules. . Receivables creates the invoice’s revenue distributions for the period or periods in which the rules fall. Notes : Invoicing and Accounting Rules are not applicable if you are using the Cash Basis method of accounting. AR -> Set up -> Transactions -> Accounting rule. Define an accounting rule: 1. You can define an unlimited number of accounting rules. If you use the Cash Basis method. Accounting Rules Define accounting rules to create revenue recognition schedules for your invoices.Accounting rules determine the number of periods and percentage of total revenue to record in each accounting period. Navigate to the Invoicing and Accounting Rules window. Accounting rules determine the number of periods and percentage of total revenue to record in each accounting period.

The revenue recognition schedule changes for invoices that are assigned this type of accounting rule depending upon the value that you either pass through AutoInvoice or specify when you manually enter an . you will recognize twenty–five percent of your revenue at the end of each schedule. then Revenue Recognition creates the distributions in the next Open. For example.Note: Revenue Recognition creates accounting distributions for all periods of status Open. which you can create by selecting the Deferred Revenue check box during rule definition. Future. Variable Duration’ to be able to specify the number of periods over which you want to recognize revenue for invoices to which you assign this rule. If any period has a status of Closed or Close Pending. You can assign this type of accounting rule to invoices that you manually enter in the Transaction window or import into Receivables using AutoInvoice. Enter ’Accounting. you may require deferred accounting rules. Enter an accounting rule Type. Fixed Duration’ to prorate revenue recognition evenly over a predefined period of time. Enter ’Accounting. • Depending on your business needs. The revenue recognition schedule is always the same every time you choose this accounting rule. Future. • You can assign a default accounting rule to your items in the Master Item window (Invoicing tabbed region) and to your Standard Memo Lines in the Standard Memo Lines window. 2. Deferred accounting rules let you defer revenue to an unearned revenue account until you are ready to specify the revenue recognition schedule. or Not Open period. or Not Open. if you have four schedules for your rule with this type.

if you entered a period of ’Weekly’ and you enter ’3’ here. Fixed Duration. 5. Enter the Period to use for your accounting rule schedule.’ You can only update this field for the accounting rule ’IMMEDIATE. you can only choose ’Specific Date’ as your period type for accounting rules to which you have assigned a type of ’Accounting.’ you do not need to enter any information. You can choose from any of the Period Types you defined. Fixed Duration. If this accounting rule type is ’Accounting.invoice.’ enter the Number of Periods to use for your accounting rule schedule. Receivables does not display the default rule schedule for an accounting rule of this type because the .’ Receivables displays a rule schedule according to the period and number of periods you entered. If this accounting rule type is ’Accounting. Variable Duration. Enter the percentages of revenue to recognize within each period of your accounting rule. In addition.’ 4. The sum of all periods for this type must equal 100 percent. Define your revenue recognition schedule for this accounting rule. Fixed Duration. If this accounting rule type is ’Accounting. For example. Receivables creates a rule schedule for three weekly periods. 3. but you can only choose a period type that has overlapping dates if it is an adjusting period. Receivables determines the schedule by evenly prorating all the revenue across all periods (you can change this information).

number of periods is unknown. if you want to recognize a specific revenue percentage in the first period. Receivables prorates the remaining revenue percentage across the remaining periods. Assign Invoicing and Accounting Rules For invoices that you enter manually. . However. In this case. We can default invocing rule and accounting rule from OM transaction type. you can enter that percentage here. you can assign an invoicing rule in the Transactions window. Receivables uses the number of periods that you either pass through AutoInvoice or enter manually in the Transaction window to determine the payment schedule of your accounting rule. You can assign a default invoicing and accounting rule to your items in the Master Item window (Invoicing tabbed region) and to your Standard Lines in the Standard Memo Lines window.

. you must enter an invoicing rule on the invoice header or you will not be able to associate accounting rules with the invoice lines. This is because the invoicing rule assigned at the invoice header will override the invoicing rules defined for the item or standard line. If you enter an invoicing rule and include items or standard memo lines that have associated accounting rules. the accounting rules default for the invoice line. but these will not be used during manual invoice entry. Note: You can also assign invoicing rules to items and standard lines. You can change or manually enter the accounting rules for these invoice lines if there has been no activity against the invoice.If you are entering an invoice manually.

the entire balance is due within 30 days of the transaction date with no applicable discount. 12/24/2008 .Payment terms Submitted by Anonymous on Wed.18:03 Receivables lets you define standard payment terms for your customers to specify the due date and discount date for their open items. . Payment terms can include a discount percent for early payment and you can assign multiple discounts to each payment term line. Prepayment check box if you are defining a prepayment payment term. after 10 days. Net 30’ indicates that a customer is allowed a two percent discount if payment is received within 10 days. can optionally implement business processes around prepayment payment terms to indicate that a particular business transaction requires the capture of funds before the delivery of a product or service. For example. the payment term ’2% 10. Receivables feeder systems. such as Oracle Order Management.

Bill–to site 2. Customer 4. enter a value for either Due Days or both Day of Month and Months Ahead Default Payment Terms Hierarchy Receivables use the following hierarchy to determine the default payment term for your transactions.Enter the Date on which payment is due for this installment term (optional). Customer Address 3. Transaction Type . If you do not complete this field. stopping when one is found: 1.

To define a payment term: Navigate to the Payment Terms window and Enter the Name of the payment term. You can use this payment term with your chargeback and debit memos. . on the transaction date).Predefined Payment Terms Receivables provides the following predefined payment terms: 30 NET: The balance of the transaction is due within 30 days.e. IMMEDIATE: The balance of the transaction is due immediately (i.

3. then the order is compared to the customer limit in that currency. check the Credit Check box. If the address does not have limits in the currency and neither does the customer. Oracle Order Management uses this information to determine when to place an order on hold. Select the Prepayment check box if you are defining a prepayment payment term. then the order passes credit check. In Oracle Order Management. Receivables feeder systems. if the profile for an address does not have credit checking limits defined in a particular currency but the customer does. such as Oracle Order Management. .1. If you do not want to let your customers take discounts for partial payments on items associated with this payment term. can optionally implement business processes around prepayment payment terms to indicate that a particular business transaction requires the capture of funds before the delivery of a product or service. To associate a credit check with this payment term. then uncheck both the Allow Discount on Partial Payments check box as well as the check box for the Discount on Partial Payment system option. 2.

If the base amount is different from the relative amount. The base amount is the denominator for the ratio Receivables uses to determine the amount due for installments of invoices to which you assign this payment term. not Freight Items and Tax: Choose this option to calculate the discount amount based on the line items and their tax amounts. Receivables prorates the base amount across the relative amounts of this term's payment schedules based upon the ratio you define. but you can change it. freight charges. the original freight and tax amounts are included in the first installment in addition to the line amount allocated by the ratio of the base amount and the relative amount that you specify for the term's first payment schedule. This indicates how Receivables will allocate the freight and tax charged to transactions using this payment term. Enter the Installment Option for items assigned to this payment term. Enter the Base Amount for this payment term. Choose one of the following discount methods: • Invoice Amount: Choose this option to calculate the discount amount based on the sum of the tax. Receivables uses the following equation to determine the original amount due for the first installment of invoices to which you assign this payment term: . In this case. but not freight and charges at the invoice header level. 6. • Lines and Tax.4. Choose 'Include tax and freight in first installment' to include all tax and freight charges in the first installment. • Lines Only: Choose this option to calculate the discount amount based on only the line amounts of your invoices. freight. and you set the Installment Options field for this payment term to 'Allocate tax and freight'. but not the freight items and their tax lines. 5. Freight Items and Tax: Choose this option to calculate the discount amount based on the amount of line items. • Lines. of your invoices. and tax of your invoices. Enter the Discount Basis you want Receivables to use when calculating discounts for your invoices. The default is 100. The sum of the relative amounts for all of the payment schedules that you define for these payment terms must be equal to the value that you specify as a base amount. Receivables uses the following equation to determine the original amount due for each installment of invoices to which you assign this payment term: Amount Due = Relative Amount/Base Amount * Invoice Amount If you select 'Include tax and freight in first installment' as the Installment Options field value for a payment term. and line amounts of your invoices. Choose 'Allocate tax and freight' to distribute tax and freight charges across all installments. the base amount and the relative amounts that you specify for this term's payment schedules only indicate how the original line amounts of the invoices to which you assign this term are distributed across different installments.

For example. 9. Receivables will print this transaction x number of days before the due date.6 If you are defining proxima terms and you entered a value for Day of Month.2 Enter the Relative Amount for this payment term. 9.' 9. 9.3 Enter the number of Days after the invoice date that payment is due for this installment term (optional). The sum of the relative amounts for all of the payment schedules that you define for each payment term must be equal to the base amount for this term.1 Enter a line number for the installment term that you are defining in the 'Seq' field. Note: You cannot update the billing cycle. enter the Months Ahead to which this installment term of the proxima terms refer. if payment is due on the fifteenth of each month. if you entered '15' for Day of Month and you enter '2' here. enter a value for either Due Days or both Day of Month and Months Ahead. enter the Day of Month that payment is due for this installment term. For split payment terms. 9. an invoice dated in May will have a due date of July 15. If you do not enter an end date. For example. enter '15. 9. • Setting Up Balance Forward Billing.5 If you are defining proxima terms. 8. where x is the number of days you enter here. If you do not complete this field. If you want transactions assigned to this payment term to be printed before the due date. Enter a range of Effective Dates for this payment term. • Balance Forward Billing Cycles. enter a number of Print Lead Days. For example. if you create terms with 50% due in 15 days and 50% in 30 days. once a balance forward billing payment term is attached to a profile. Enter a higher number for each installment term with a later due date.4 Enter the Date on which payment is due for this installment term (optional). this payment term will be active indefinitely.Amount Due = (Relative Amount/Base Amount * Base Line Amount) + Base Freight Amount + Base Tax Amount 7. This is the numerator of the ratio that Receivables uses to determine the amount due for this installment of these payment terms. select an appropriate balance forward billing cycle from the Billing Cycle LOV. enter '1' in this field for the first line and '2' for the second line. • Balance Forward Billing. . New in R12 If you want to use this payment term for balance forward billing. this number indicates the number of days after the invoice date that an installment is due.

exceptions. This step is optional. 12/29/2008 . and exemptions. rates.X Submitted by Anonymous on Mon. and Months Ahead. Step 8:Tax Define tax features. Date Due becomes disabled. This step is required. Note: You cannot change existing payment terms from regular payment terms to balance forward billing payment terms and vice versa.21:29 Step 7: Salespersons Define information on your sales representatives. in the case of a balance forward payment term: Any value entered in Base Amount defaults to 100. Day of Month. Setup Steps : VII . . Installment Options becomes disabled and any data entered before selecting a cycle defaults to Include tax and freight in first installment. you can populate Days.Because balance forward bills cannot be split across installments. You can populate only one row in the Payment Schedule section and the Sequence Number and Relative Amount values for the row default respectively to 1 and 100. However. such as codes.

Step 9: Quick Codes Define QuickCodes that provide custom values for many lists of values throughout Order Management. This step is required if you plan on creating user defined Quickcodes for utilization. QuickCode types that you can define include: ■ Credit Cards ■ Freight Terms ■ Hold Types ■ Note Usage Formats ■ Release Reasons ■ Cancellation Codes ■ Sales Channels ■ Shipment Priorities Navigation: OM ->Set up ->QuickCodes ->OM .

This step is required. Step 13: Units of Measure Define the units of measure in which you supply items.You can create as many quickcodes as you need.16 Submitted by Anonymous on Tue. Setup Steps : 12 . Step 14: Item Information Define item information. Step 15: Items Define the items that you sell. This step is required. You can also inactivate QuickCodes.16:59 Step 12: Order Import Sources Define sources for importing orders into Order Management. . as well as container items. 12/30/2008 . This step is required. and statuses. Step 10: Workflow Define order and line processing flows to meet different order and line type requirements. categories. including item attribute controls. This step is required if you plan on importing orders or returns into Order Management.

15:19 .Step 16: Configurations Define the configurations that you sell. This step is required if you plan on generating orders or returns for configured items. Several defaulting values are provided. 12/30/2008 . Document Sequences Submitted by Anonymous on Tue.

Following 4 steps need to be completed to enable document sequence 1. You can define a single document sequence to assign unique consecutive numbers to all your orders and returns. since orders and returns of different types may share numbers. Set the profile option Sequential Numbering to Always Used at the Order Management Application level . or you can define multiple document sequences that are assigned to different order types. You can define document sequences that automatically generate numbers for your orders and returns as you enter them. This step is required. Order Management uses AOL Document Sequence functionality for order numbering. Order and return numbers cannot contain alphabetic characters.Step 11: Document Sequences (Order Numbering) Define Document Sequences for automatic or manual numbering of orders. an order or return is uniquely identified by its type and its number. In the latter case.

2. Automatic sequences do not guarantee contiguous numbering. In addition. Define document sequence OM: Setup -> Documents -> Define Many countries have legal and audit requirements for order numbers to be contiguous. Order Management prevents deletion of orders that have been numbered using the gapless numbering sequence. Order Management enables you to enter the order numbers for certain types of orders. 3. Specify Oracle Order Management as the Application. ■ Gapless sequences: The system guarantees that the numbers returned are contiguous. This order type can be used on orders that you want to manually enter order numbers.2. You can define a document sequence as manual and assign it to a desired order type. . The application uses locks to ensure gapless numbering. Enter a name for the document sequence. If you are using gapless sequences. Order Management validates that it is unique for a given order type. Steps for creating document sequence 1. ■ Automatic sequences: The system will automatically increment document numbers. Gapless or Manual. When an order number is specified for such an order. You can define the sequence to be Automatic. please save your changes frequently to minimize lock contention issues. ■ Manual: User must specify a unique document number. You can set up a document sequences as gapless through the Define Documents Sequences window.

Assign document sequences After defining document sequences and categories. the Order Management system validates that the number specified by you is unique for a given order type. you can easily identify the carrier by looking at the bill of lading number. and disable the old . Define document categories You can create a document category for shipping documents such as a bill of lading (BOL) and assign it to a location or all locations.For all types of numbering. When you use a different bill of lading sequence for each carrier. You must define a category for each bill of lading and packing slip you wish to create. You cannot change a document category definition. re-assign document sequences to the new category. a new document category gets created automatically 4. Enter a starting number 3. You can create a bill of lading category for each ship method/carrier or define a single bill of lading category for all. for example. Assigning sequences is application and category specific. If you find incorrect information. 4. Whenever we create a new transaction type. create a new category with the correct information. assign document sequences to document categories. you can set up a unique document category to accommodate this requirement. if you want each carrier to have its own Bill of Lading number series. You can create more than one document category for a document.

For that reason disabling cannot be undone.category. . Either leave alone the existing Category or Disable it cautiously since it may affect other documents using the setting.

profile option or .01:53 Defaulting Rules are used to populate values in fields(like order type. 01/04/2009 . Values can be populated from various sourcs like customer's record. price list etc) on forms (SO form) automatically. item's record.Defaulting Rules Submitted by Anonymous on Sun. price list.

PL/SQL Code.

An Entity in this context is a group of related attributes that roughly correspond to a table or a form in Order Management. There are entities of Order Header, Order Line, Order Price Adjustment, Line Price Adjustment, and so on. An Attribute is a field or column that belongs to that entity. Therefore, the ordered unit of measure is an attribute of the Order Line entity. When you query up the Defaulting Setup window for a particular entity, a list of all the attributes for which you can define defaulting rules display. You will not be able to define defaulting rules for descriptive flexfields, since their defaulting is controlled by AOL’s flexfield routines.

Conditions are rules set up that to control when a particular group of default sources will be looked at. Define one or more condition validation templates per entity based on common business rules to meet your business needs. Then you can use them over and over for the attributes of that entity. For example, you might set up a condition template for all return lines, or another one for all internal order lines. The ALWAYS condition is seeded for each entity. When defining a set of Conditions and using them in rules, be sure to place the ALWAYS condition last in the Precedence for Defaulting Conditions. (In condition template we define condition of the order for which we 'll define the defaulting rule. ALWAYS condtion is the default one but we can define one condtion for return, one condition for internal orders and so on. once we have defined the conditions we set the defaulting rule of each attribute for different conditions. So the defaulting value is a combination of entity, condition template & attribute) Notes: The Group Number is an arbitrary number used to control AND and OR conditions. Indicate that rules

are to be connected by an AND rule by giving them the same group number. Rules to be connected with OR should be given different group numbers

On the main Defaulting Setup screen, where all the attributes of the entity are listed, there is a column called

Defaulting Sequence. This number determines the order in which attribute defaulting takes place. When attributes have equal sequence numbers, defaulting takes place alphabetically. All the attributes are seeded with a sequence of 50. You can change these sequences, if you need defaulting to happen in some different order. For example, you might define a sourcing rule that says default attribute A on the line from attribute B on the same line. In this case, you need to insure that the Attribute B gets its value before A is defaulted, or the rule will not work as expected.

Order Import Sources
Submitted by Anonymous on Thu, 12/17/2009 - 15:24

You can define Order Import Sources from which to import order information. You can import historical orders, orders from other quote or sales systems, and changes to orders. Oracle Order Management recommends that you define a unique name for each source of order information you are importing. When you run the Order Import program, you can enter the source or sources for each execution. You can run Order Import for multiple sources at one time. Internal Sales Orders If you are importing internal sales orders from Oracle Purchasing, you need to define an Order Import source to be used when you transfer the internal requisition information from Oracle Purchasing to create an internal sales order in Order Management. You need to choose an Order Import source (Currently Internal is the only option) for internal requisitions/internal sales orders when you define purchasing options in Oracle Purchasing. You choose this same Order Import source as a parameter when you run the Order Import program in Order Management. To define an Order Import source 1. Navigate to the Order Import Sources window. 2. Enter the Order Import source name and a description. 3. Check Enabled to activate the Order Import source.

Price List
Submitted by Anonymous on Sat, 03/21/2009 - 12:02

The pricing engine requires that all items, services, models, option class and options should be selected and displayed on price list. Fields such as payment terms, freight terms and freight carrier are available on the price list form. By defining the OM defaulting rules to use these fields from the price list window, you are able to default values

you can record transactions in different currencies by defining a price list for each currency. If you enter a negative number. you must choose a price list in the same currency. Round To Factor You can define the number of places to the right or left of the decimal point to which the pricing engine rounds prices from price lists and modifiers from modifier lists. multi-currency conversion lists enable you to maintain a single price list for multiple currencies. Price List Currency For international sales.directly into the SO based upon which price list has been selected for the order. you increase the number of characters to the . this is an Oracle Advanced Pricing feature which is available only if Oracle Advanced Pricing is fully installed and multi-currency lists are enabled. However. Multi-Currency Conversion Lists For pricing in different currencies. After entering the currency for an order or return.

Select a UOM (unit of measure). 5. Enter the price list line details as given below 1. rounding occurs to whole decimals.Note: The pricing engine does select inactive price lists when doing a pricing request. If you enter a positive number. Other applications can call an inactive price list and use relevant information. You can assign the same secondary price list to multiple price lists but you can not assign a secondary price list to a secondary price list. 5. right of the decimal point. Primary and secondary price lists have the same currency. If an item appears on the primary price list but is not active (the effective end date has passed). select an item number or an item category for the Product Value. for example 107 rounds to 100).1007 rounds to . Select an Application Method. Select Primary UOM if this price list line UOM is the primary pricing unit of measure for the item. Oracle Pricing uses the primary pricing unit of measure and the Oracle Inventory unit of measure conversion information to price an order whose unit of measure does not have a price list line. enter a percent of another item's price. 1. Depending on the value of Product Attribute. Product context is always item. 4. enter the base list price of the item in Value. If Application Method is Unit Price. enter a value in the Value field. 3. Enter the starting and ending effectivity dates of this price list line in Start Date and End Date. the pricing engine uses the primary price list to price the item. If an item appears on both the primary and a secondary price list with the same effective dates.101). you affect more columns to the left of the decimal point. Rounding factor of +2 indicates rounding to the nearest hundred. ■ For service items. the pricing engine uses the price on the secondary price list. If Application Method is Percent Price. ■ Enter the name of a previously defined static formula in Static Formula. 2. 2.. Enter Value and Formula as follows: ■ For inventory items. The result of the calculation changes the value of Value. 3. the pricing engine uses the highestprecedence secondary price list (the secondary price list with the lowest value for the precedence field). Use Unit Price for inventory items and either the Unit Price or Percent Price for service items 4. If you enter a static formula. enter the base list price of the item. Secondary Price List The pricing engine uses secondary price lists when it cannot determine the price for an item using the price list assigned to an order. Rounding factor -3 indicates rounding to the nearest thousands (for example. . If you enter zero. If the item that you are ordering is not in the primary price list. you must submit the concurrent program Update Formula Price’s to calculate the value. Line-level discounts and modifiers that apply to the primary price list do not apply to the secondary price list.

Adjusting a Price List Use this process to adjust the prices for a price list. entering 5 increases list prices by five whole units of currency. when adjusting by an amount. entering 10 raises list prices by 10 percent while -10 lowers list prices by 10 percent. pricing adjusts the price list regardless of that field. You can adjust the price by either an amount or percent: ■ Percent: Enter a value to adjust list prices by a certain percentage. If you leave any of the fields blank. Only active price list lines (those with an effective end date later than the current date) can be copied. For example. You can define your criteria further by selecting the item status or creation date of the items to adjust. and item categories. Enter a numeric value in Precedence. this is the product precedence. Entering -5 decreases list prices by five whole units of currency. For example. you can specify a category so that only the price list lines for the selected category are adjusted. 6.The dates should be within the start and end effectivity dates of the price list. when adjusting by a percentage. item category sets. For example. Save your work Copying a Price List You can quickly create a new price list by copying an existing price list. it uses precedence to resolve conflicts when it selects more than one price list line from a price list. When the pricing engine is trying to locate a price. ■ Amount: Enter a value to adjust list prices by a fixed amount. You can adjust prices for the entire price list or selected items. 7. .

This is not to be confused with the Receivables Transaction Type.17:43 Transaction Types are used to associate workflows for various phases of sales document (sales orders or sales agreements) processing.Transaction Types Submitted by Anonymous on Tue. approvers to a transaction type and these will be defaulted on the sales order or sales agreement Transaction(Order/Line) Types Transaction Types provide default information on orders and establish process controls. ■ A workflow process can have an unlimited number of activities. layout templates. These are used in many Oracle applications for key entities. ■ You can create new workflow activities from custom PL/SQL code. which is a completely different object. This is used to assign the numbering sequence to the order type. ■ You can view the status of the workflow on an order or order line in either tabular or graphical format. ■ A workflow process can have subprocesses. This allows you to have both order and return lines on the same order. 12/30/2008 . A document category is a specific type of document such as a sales order or a purchase order. Transaction type is the generic term that refers to both Order Transaction Types and Line Transaction Types in Order Management. Some of the features of Transaction Types/Workflow are: ■ Each line in an order has its own workflow so each line may follow a different flow. manual or gapless) and the beginning order number. You can also associate various values like transaction phases. This makes it very easy to extend OM. In graphical format you can see not only the activities that the workflow has completed but also the activities that still require completion. The transaction type code may have values of Order or Line and determines whether the transaction type is an order transaction type or a line transaction type. A document sequence is a range of numbers that can be used for an order type and is defined by a numbering method (automatic. In this document order type is used synonymously with order transaction type and line type is used synonymously with line transaction type. . In Order Management when you create an order transaction type the system automatically creates a document category with the same name. ■ There is no limit to the number of custom workflow activities that can be defined in Order Management.

Line Transaction Types
The Define Transaction Types window is used to define both order and line types. Define your line types first. You should define line types for both order lines and return lines. To access the window from the order management navigation menu choose Setup -> Transaction Types -> Define. Except the operating unit and transaction type name the other mandatory fields in the header are Order category, Transaction type and effective dates. And we should also specify the sales document type(agreement type: SO/Blanket Agreement) 1. Enter a name for the line type in the Transaction Type field. Note that this name must be unique; you cannot create an order type and a line type with the same name. 2. Sales Documnet Type : Sales Order / Sales Agreement 3. Order Category : Order / Return /Mixed Enter either Order or Return for the Order Category depending on whetheryour new line type is for sales lines or return lines. For Line transaction type choose wither order/return. The value Mixed is selected for order type which can contains both sales order and return lines. 4. Transaction Type Code : Order/Line Enter LINE for the Transaction Type Code. Many of the other fields on this window as well as the assign line flows button are not applicable to line types so when you enter the transaction type code they will become inaccessible

On the Shipping tab the autoschedule flag is inaccessible because it only applies to order types. The inspection required flag determines whether inspection is required when return lines are received. There are five Scheduling level choices to control the way scheduling works at the time of order entry for lines of this type: ATP Only, Allow all scheduling actions, No reservations, Inactive Demand with Reservations and Inactive Demand without Reservations. The remainder of the fields can be used for defaulting. Two values on the Schedule Level LOV on the Shipping tab support different requirements for reservations: Inactive Demand with Reservations and Inactive Demand without Reservations. These levels can be set on the transaction types, which would mean that the line will not be scheduled and will not be seen as demand in APS. When this level is set, Schedule Ship Date entered by the user will be accepted and no scheduling is done. If scheduling is done as an action or through WF, Request Date will be copied to the Schedule Ship Date if it is already not there. Shipping Source Type: External/Internal. Its used to default the values but can be changed in sales order. The shipping source type External is used for drop ship orders. The Finance tab fields contain information which affects the interfaces with the financial applications. The Invoicing Rule and Accounting Rule fields are used as defaulting sources for the sales order, and this information on the sales order is passed to Autoinvoicing. For the fields Invoice Source, Non-Delivery Invoice Source, and Receivables Transaction Type these values are required for interfacing to Receivables but they are not on the sales order

header or line. When the invoice interface activity in the workflow is executed the system will look for a value in the following order: line transaction type, order transaction type, profile option. If no value is found the invoice interface activity will fail. The Cost of Goods Sold Account can be used by the Account Generator function of the inventory interface when a line is ship confirmed.

Order Transaction Types

Here the transaction type could would be order. If you want to use the order type as a defaulting source for Price List on the order you may enter a Price List on the Main tab. The Enforce List Price flag will determine whether a user can apply a manual discount to the order at the time of order entry. The Credit Check rules for ordering and shipping determine whether credit check will occur for this order type. If the fields are blank, no credit checking will occur for orders of this type. On the Shipping tab the autoschedule flag determines whether scheduling will try to autoschedule the lines on orders of this type. The inspection required flag is not accessible (it only applies to lines). The rest of the fields can be used for defaulting. The Finance tab fields are used for information which affects the interfaces with the financial applications. The Currency and Currency Conversion Type can be used as defaulting sources for the order header. The Invoicing Rule and Accounting Rule fields are used as defaulting sources for the sales order line, and this information on the sales order is passed to Autoinvoicing.For the fields Invoice Source, Non-Delivery Invoice Source, and Receivables Transaction Type these values are required for interfacing to Receivables but they are not on the sales order header or line. When the invoice interface activity in the workflow is executed the system will look for a value in the following order: line transaction type, order transaction type, profile option. If no value is found the invoice interface activity will fail. The Cost of Goods Sold Account is used by the inventory interface when a

line is ship confirmed.

drop ship orders. . You may also define your own workflows if you need additional steps (such as notifications) or additional processes. Press the Assign Line Flows button. Several header and line workflows are seeded. The line types are the ones that you defined. returns. You can perform all standard OM processing including orders. you define the line workflows from the order type workflow definition window.Assigning Workflows to Transaction Types Submitted by Anonymous on Wed. If you leave the item type blank the workflow process that you define will be used for all item types. 12/31/2008 . kit. and PTO model. Enter the order type.10:31 Select appropriate workflows for your order type and line types. The item types are based on the definition of the items in the inventory module and include values such as standard item. For this reason. For each combination of line type and item type that you want to use with this order enter a line in the Assign Workflow processes window. orders for configured items and orders for assemble to order items using only seeded workflows. the line type and the item type determine the workflow that a line will have. The combination of the order type.

stops. 01/05/2009 . lines/LPNs.22:30 Shipping Execution provides data access controls called roles that control users’ access to the Actions list and Tools menu in the Shipping Transactions form. This is useful. Roles are assigned to users using grants that control access to view or edit specific shipping data or actions. role2 has different set of view/edit access in the SE form.Defining Roles and Users Submitted by Anonymous on Mon. ■ Data Access Edit enables you to edit and view the data .e role1 can have view access to few things and edit to the rest. you can select the following data access controls that control edit and view access to shipping entities such as trips. First we define roles with different permissions of all the available functions in shipping execution form i. if you want to assign a grant to inexperienced users that provides view-only access or assign grants that prevent unwanted actions such as unintentional pick releases across multiple organizations. Define Roles For each role. deliveries. After that we give grants to different users to the defined roles. for example.

During the set-up for each role.■ Data Access View enables you to browse the data ■ Data Access None prevents you from editing and browsing data and performing actions A role can provide either view-only. or a combination of view and edit access depending on the set up of the role. Set up -> Shipping -> Grant & Roles Defination -> Roles . you can quickly enable or disable actions by selecting the Disable or Enable Actions button. You can create customized roles by defining the access controls you want. edit-only.

Alternately. an end date A grant can have one or all inventory organizations. the user’s role. and effective dates for the grant. If an organization is not specified. the start date and optionally. if you do not select a specific organization. The role is assigned to a user by a grant. If the user’s activities span more than one organization. the organization where the grant is effective. the stock picker can pick across all organizations.Granting a Role to a User You can grant a user a role in one organization or all organizations for a period of time. Set up -> Shipping -> Grant & Roles Defination -> User . then separate grants for each organization must be created to associate the user. The grant is specific to a particular user and defines the role(s) assigned to the user. a stock picker who pick releases across multiple organizations (but not all). the grant is applicable to all organizations. for example.

■ Pick Release: You can define release rules. The parameters are arranged into the following tabbed regions in the Shipping Parameters window: ■ General: You can define shipping units of measurement such as weight.Shipping Parameters Submitted by Anonymous on Tue. Shipping parameters are organization specific.00:10 You can define the default values for basic shipping information such as units of measurement. 01/06/2009 . and the unit of measure used for percent fill basis calculations. release sequence rules. pick release rules. pick slip grouping rules. weight and volume calculations. and delivery grouping rules. volume. and printing parameters .

container inventory control. and goods dispatched (COGS) account .■ Shipping Transaction: You can define automatic or manual weight and volume calculations. container volume calculations.

■ Delivery Grouping: You can define how to group delivery lines for a delivery .

Selected: You can enter a future date as the Actual Departure Date while ship confirming the delivery Cleared: you should not enter a future date as the Actual Departure Date while ship confirming the delivery because you receive an error 3. This is recommended if your business practices require a record of the ship method/carrier for each shipment.12:26 Global General parameters enable you to define miscellaneous parameters and unit of measure (UOM) defaults for all of your organizations. 2. Cleared: The ship method is not enforced at ship confirm and an error message is not displayed. . For example. Allow Future Ship Date. Select the Defer Interface check box if you want to defer shipping interfaces from initiating updates to the Oracle Order Management and Oracle Inventory interface tables. You can enter the ship method in the Confirm Delivery window. if your organization uses the same ship method (carrier) for all shipments. 03/19/2009 . then an error message is displayed at ship confirm and you are prevented from ship confirming until a ship method is entered. or the Sales Order window. the Delivery tab of the Shipping Transactions form. 1. Select the Enforce Ship Method check box to enforce that a ship method (carrier) is entered and recorded for each shipment. you may not want to enforce the selection of a ship method. if a ship method has not been entered.Global Parameters Submitted by Anonymous on Thu. Selected: During order processing.

Selected: You must manually run the interface to update the interface tables. For example. Cleared: The interfaces are run automatically at ship confirmation. Within the Global UOM Defaults region. 4. The line will be automatically consolidated with other backordered lines that it was part of originally. stops and containers for their respective volumes • Default handling UOMs for facilities • Default volume UOM in Carrier/Carrier Services Rating/Mode Limits tab <!--EOLOC wshsetup_1013771--> . 5. the inventory tables are not updated until you manually run the Inventory Interface in the Shipping Interfaces window. if you defer the Inventory Interface. stops and containers for their respective weights • Default handling UOMs for facilities • Default weight UOM in Carrier/Carrier Services Rating/Mode Limits tab The Volume Class default controls: • Default volume UOM in deliveries. The Weight Class default controls:<!--EOLOC wshsetup_1014033--> • Default weight UOM in deliveries. Select Consolidate Backordered Lines if you want to consolidate a line that was split and subsequently backordered.

Allow Multiple Payments 2. Default Order Type .In OM we create orders in Operating unit level so in order to get the organization attriutes like Sales account and TAX code we use an item validation org. Item validation org . 3. 03/17/2009 .15:22 Following options are available in new system parameter setup 1.System Parameters Submitted by Anonymous on Tue.

for the line 1. Item Status: active Under Pysical Attributes Weight UOM: Pounds. Container Type: Choose a value from the LOV. Base Number and Click on Ok. UnitWeight: 1. Parent LPN. Voulme UOM: Cubic Foot. Delivery. Primary UOM: Each. Create containers Items -> Master Items Coose the Inventory Organization Under Main tab. On the shipping transactions form.1 Manual Packing Delivery Select Order line 1 Actions: Select Pack option and Click on Go button Select the created container from the LOV. Check the LPNs names created and Close the form. Maximum Load Weight: 2. Define a Ship-Container Load Relationship OM Responsibility: Shipping -> Setup -> Container Load Details Container Item. 2. Maximum Quantiyt. Master LPN. Minimum Fill Percent: 50 under Order Management tab Shippable flag: Checked Assign it to the inv organization. UnitWeight: 1. Creating LPNs On the shipping transaction form Actions: Select Create LPNs and Click on Go button In the LPN form enter Inventory Organization short name. 2. Load Item. Preferred Flag Process Flow 1. click on Details button Check values for Line.Container setups and process Submitted by Anonymous on Tue. Name Prefix.18:07 Setups 1. 06/30/2009 . Internal Volume: 2. Parent LPN should be the one you selected above and Master LPN could be Null or the same value as above . Container Flag: Checked.

Packing mode : Choose Full option Check Item Total values at the left of the screen Click on Pack button Actions: Select Packing workbench again and Click on Go Under LPNs tab Select each of the LPNs selected above Check the Context section under same tab.Click on Done button 2. for each one of the LPNs. Parent LPN & Master LPN.3 Full Manual Packing Delivery line 3 Select Order line 3 Select (using CTRL-Click) couple of small LPNs not assigned yet Actions: Packing Workbench Click on Go button Under LPNs tab check pack column for all selected lines Check Available Capacity Change to Lines tab Check Pack column only for line of delivery 3. Delivery. Check Item Name and Quantity . it should be also one line under content.2 Auto-pack Delivery 2 Select Order line 2 Actions: Select Auto-Pack option and Click on Go button Click on Details button Check values for Line. Parent LPN should be the one genreated by the system and Master LPN could be Null or the same value as above Click on Done button 2.

enter the standard carrier alpha code. Select Enable if you will be assigning this ship method to organizations and to deliveries in Oracle Shipping Execution. 9. 6. In the top portion of the Main tabbed region. 10. ground. In SCAC Code. Select the Service Level for this carrier. 2. and next day air early AM. 5. you should assign a carrier to each delivery. 3. Enable the Active and Enable Manifesting check boxes if applicable. 8. Navigate to the Carriers window. Enter the Name and Short Name for the carrier. 11. Navigate to the Services tabbed region. Save your work. and internal organizations. . Truck-LTL-Ground. You must set up each carrier’s information as a party in Oracle Shipping Execution before shipping goods. suppliers. Select the Mode (of transportation) for the carrier. enter address and site information for the carrier. The format of the generated ship method is <carrier short name>-<transportation mode>-<service level>. Examples of Service Level include: next day air. 4. After you enter each Service Level and Mode combination. Enter the carrier’s Default Currency. Before you set up the carriers: ■ Collect general information about each carrier ■ Determine the types of services that your carriers offer and that you use To define a freight carrier: 1. You also must associate a general ledger account with each carrier to collect associated costs. 7. Oracle Shipping Execution assigns a ship method and displays it in the Ship Method field. for example.Freight Carrier Ship Methods A freight carrier is a commercial company that transports shipments to and from customers. Select Web Enable if you will be assigning this ship method in Oracle iStore.

.

Navigation : Setup -> Shipping -> Fright carriers. If you use your functional currency. the freight charges are converted to the order currency through Oracle Receivables.Freight Costs Submitted by Anonymous on Mon. you can create different insurance costs under the insurance freight cost type such as liability insurance or shipping insurance. 01/12/2009 . These amounts are applied at ship confirm or once a delivery line is planned(Action LOV in transaction form). you can use either your functional currency or the order's foreign currency. You can also define multiple freight costs for a specific freight cost type. You can add multiple freight costs to a shipment from the list of allowable freight cost types that you define. For example. When you add freight costs at ship confirmation for a foreign currency order. If you want to pass freight costs entered in the Shipping Transactions form to Oracle Order Management for invoicing. then you have to set up a pricing modifier.13:46 You can define allowable freight costs and suggested amounts for shipments. if you want to track different types of insurance. Cost type -> Fright Cost types .

.

01/12/2009 . you can specify the Ship Method.12:26 Within the Inter-Org Shipping Methods window. Load Weight and the Volume Capacity for any movement between two location types. .Shipment Transit Times Submitted by Anonymous on Mon. Intransit Times.

Before going into the details first have a look at Document Sequence Document category Assign document sequence to category in setup step XI of OM http://www.. or the documents can be created individually from the document request menu. Bill of lading : Bill of Lading and or Packing Slip for a delivery can be generated as part of a document set that can be run at the completion of ship confirmation.com/user-guide/order-management/setup-steps-xi-docum.12:07 Here we 'll discuss all the required setups for shipping exceution. A Delivery must meet the following prerequisites in order for a Bill of Lading to be created. 01/08/2009 . 01/08/2009 . The document set given in pick release tab of the shipping parameter gives the name of the customized report (if any) which runs automatically after pick release.. Packing Report: You can create a Packing Slip at any point in the shipping process providing a delivery has been created and a delivery line has been assigned to the delivery. This is a standard report and is attached to a document set.13:18 There are few document related setups which are of prime importance in order management. Pick slip report – Generated after the end of pick release. The documents should also be generated automatically when you click Generate BOL and Create Packing List. We would learn all of them in this chapter.14:23 There are 5 reports that are mostly used in picking and shipping process.oracleug. • Documents • Reports Documents Submitted by Anonymous on Thu. 03/19/2009 . 3. 1. Reports Submitted by Anonymous on Thu.Shipping set up Submitted by Anonymous on Thu. . 2.

etc.Basic excise Duty. a document called 'Excise Invoice' has to accompany the consignments to the customer.Assessable Value. depending upon the nature of goods sold. . It also gives the excise chapter ID for each item and the Excise Duty rate applicable for that Chapter ID. the commercial terms as agreed between the Seller and the Buyer. This documents shows the details about the Excise duty levied. 5. Education Cess.4. The base value can be either the manufacturing cost of the goods or Maximum Retail Price as prescribed by Excise Rules. Discounts/Mark-ups if any. like the Base Value. at item level and as an aggregated sum at the bottom of document. Secondary and Higher Education cess. This document shows the commercial details of the sale like Basic Price. Excise Invoice(India Only): As per the Excise rules. VAT/CST as applicable. Transport and Handling Charges. etc. Applicable Abatement if any. Commercial Invoice: Apart from the Excise Invoice. The sum value of this document is taken for calculating the levies like Octroi and for payments to the seller by the buyer. These values are shown at item level as well as the aggregated sum at the end of the document. another document called 'Commercial Invoice' also accompanies the consignment. In short.

11:44 You define Ship Confirm Rules within the Ship Confirm Rules window. These options include the following: ■ Set Delivery In-Transit ■ Close Trip ■ Defer Interface ■ Create Bill of Lading 8. The Ship Options region also enables you to determine the action to perform with Unspecified Quantities. Optionally. If this option is not selected. delivery lines not assigned to deliveries will not be considered for ship confirm using this rule. 7.Ship Confirm Rule Submitted by Anonymous on Mon. Select one of the following options: ■ Ship ■ Backorder ■ Stage ■ Cycle Count 5. Shipping -> Set up -> Ship Confirm Rules 2. 3. . Within the Trip Options region. Determine whether you want to Create Delivery for Staged Quantities. 01/12/2009 . If this option is selected. and subsequently perform the other operations defined by this Ship Confirm Rule. To define a Ship Confirm Rule: 1. the system will create deliveries for delivery lines that are staged but not yet assigned to a delivery. select a Document Set that will print with the shipment. 6. Enter a unique rule name in the Ship Confirm Rule field & Optionally. select a Ship Method using the list of values. The remaining options within the Trip Options region also require attention. Within the Ship Options region. select an Effective date. Navigate to the Ship Confirm Rules window. select one of the following options from the Action list of values: ■ Ship Entered Quantities: To ship the quantities entered ■ Ship All: To ship all ■ Backorder All: To backorder all ■ Cycle Count All: To cycle count all 4.

.

2. Steps of the processes are given below 1. . Assign the document set in Shipping parameter in pick release /shipping transaction tab. Create a new document set and select the appropriate usage – Ship confirm/Pick Release 3. If required then develop a customized report. Assign the reports in the documents with the correct sequence 4. ■ Ship Confirm documents: You can set the default in the Document Set field of the ship confirm window. Shipping document sets are used to run and print a standard/customized report at the end of picking/shipping. Decide the report needs to be run after the pick release/shipment.Shipping Document Sets You can group related shipping documents and other reports in a set that can be printed at pick release or ship confirm. You can include a variety of shipping documents in a set such as a Bill of Lading and Packing Slip Report and determine the print sequence. Shipping Execution provides three pre-defined (seeded) document sets: ■ All Pick Release documents: You can set the default Pick Release Document Set in the Pick Release tab of the Shipping Parameters window. ■ Pack Slip only (at ship confirm): You can set the default in the Document Set field of the ship confirm window.

transportation carrier. and trip stops when specific change management events occur. 12/19/2009 .14:54 During the shipping and transportation of goods. The seeded exceptions are logged automatically against delivery lines. deliveries. Tracking exceptions can also be helpful to identify and correct defects in the business process. The change management events are shown in the descriptions below: . it could result in reduced customer satisfaction and loss of business and revenue for a company. LPNs. or customer.Shipping Exceptions Submitted by Anonymous on Sat. If these exceptions are not handled promptly or properly. unforeseen shipping exceptions can occur that conflict with the actual requirements of the shipper.

Shipping Tolerances
Submitted by Anonymous on Fri, 12/18/2009 - 13:07

Oracle Order Management provides you with the ability to capture shipping tolerance levels for over and under shipments recorded during ship confirmation. The shipping tolerance feature enables you to define various shipping tolerance levels for ordered and expected return quantities. Order Management shipping tolerances are used to validate the percentage of the ordered quantity. Once shipping tolerances have been defined, Order Management then automatically fulfills order lines using the tolerances you defined. Order Management’s shipping tolerances feature captures the following: ■ Over and under shipments and returns percentages at the system, customer,site, item, site-item, and customer item levels ■ Different tolerances for ordered and returned quantities ■ Defaulted tolerances from various sources based on your defaulting rules ■ Automatic fulfillment of total shipped quantities for order lines within the under tolerance limit ■ Tolerances levels that enable you to over ship at the time of ship confirmation

Over Shipments When Oracle Shipping Execution attempts to over ship an order, Order Management processes the order based on the shipping tolerances you define. In order to perform an over shipment, Order Management: ■ Determines if the ship quantity is within the defined over shipment tolerance levels you defined by setting the OM: Overshipment Tolerance profile option or setting your shipment tolerances in Order Management. ■ Notifies the appropriate personnel when an over shipment is above the set shipping tolerance. ■ Issues the material for any unpicked or unreserved quantity. Over Shipments Report Oracle Shipping Execution provides the Over Shipments Report for displaying shipping tolerances. This report displays shipping tolerance information based on

the customer, site, item, warehouse, ship date, and order type. Under Shipments When Oracle Shipping Execution attempts to under ship an order, Order Management processes the order based on the shipping tolerances you define. In order to perform an under shipment, you must: ■ Ship confirm the quantity at the time of closing the delivery ■ Determine if the total quantity shipped is within the under shipment tolerances you defined. Any remaining shipment allocations are removed Under Shipment tolerances greater than 100% are treated as the equivalent of a 100% tolerance; to close order lines a shipment of a non-zero quantity is required, even if the under shipment tolerance is set to 100%. Defining Shipping Tolerances Defining shipping tolerances are based on your customers and items or your customer site and item tolerances. Prerequisites ■ Set up your customer and customer site tolerances in the Customer window ■ Set up your tolerances for items in the Master Items window

To define shipping tolerances for orders or returns

1. Navigate to the Setup Tolerance window. Order Management > Setup > Shipping Tolerances 2. Select the Customer name for the shipping tolerance. 3. Select the customer Address for the shipping tolerance. 4. Select the Item Number for the shipping tolerance. 5. Enter the Over Shipment Tolerance percentage. The over shipment tolerance percentage determines the amount of the shipment you can exceed at the time of ship confirmation.

6. Enter the Under Shipment Tolerance percentage. The under shipment tolerance percentage determines the minimums amount of the shipment at the time of ship confirmation. If you enter more than 100, the shipping process will use 100. 7. Enter the Over Return Tolerance percentage for return receipts. The over return tolerance percentage determines the amount of the return you can accept above. 8. Enter the Under Return Tolerance percentage for return receipts. The under return tolerance percentage determines the amount of the return you can accept below.

Change Management
Submitted by Anonymous on Wed, 12/16/2009 - 16:36

This chapter covers the following topics:

• Processing Constraints • Versioning • Audit Trail • Open Interface Considerations

For example. cancel. Require all return orders. . No one can change the customer purchase order at the line level. to only a list of constrained responsibilities or to all except a list of authorized responsibilities. update. • Processing constraints are rules that control who can change what and when they can change it. 2. triggering an action in Audit Trail or Versioning. Multiple conditions can be combined using either AND logic (all the conditions must be true) or OR logic (at least one of the conditions must be true. you could choose to allow update to the warehouse field of an order line but not to the price list field. • More than just what can be updated. such as requiring a reason for the change. given a set of conditions. which means that you can call your own PL/SQL code to evaluate the condition. • Changes based on a group of conditions. The conditions may be based on either the state of a workflow activity (where the entity is in the flow) or a value in a table. delete. No one can add a line to an order after any of the lines on the order have been invoice interfaced. Who can make changes based on responsibility. You can also control the update operation down to the attribute level. Only the Customer Service Manager can change the discount percentage on an order line after the line has been shipped. to be shipped to a central returns processing facility.Processing Constraints Processing Constraints enable you to control changes to sales documents in Oracle Order Management. 5. 4. Examples: 1. For example. or raising an Integration Event. your company requires that one sales order can relate to only one customer purchase order. but can also be set up to perform actions based on those changes. A condition may also be based on a custom API. identified by order type = Return. • Processing constraints can prevent certain changes. They can define actions that can result from these changes. 3. and split all at the entity level. Defining Processing Constraints Navigate to the Processing Constraints window. The conditions must be collectively true for the constraint to fire or prevent the changes. Order Management > Setup > Rules > Security > Processing Constraints.) A custom message can display when an attempt is made to violate a constraint. A constraint (rule) may apply to all responsibilities. A reason is required to cancel an order line after it has been booked. The following operations can be controlled: Create. given a set of conditions you may not want to allow a user to create a new order line.

Operation Field The Operation field can have the values of Create. The top region has fields for the Application and the Entity. All attributes are not constrainable.Note that the window is divided into several regions. This is used for querying—you cannot create new entities. For instance. Constraints The Constraints region is where most of the details of a processing constraint are defined. You can create new constraints.2. 1. and Delete for any of the entities. but you cannot change the seeded constraints with the system check box marked. . even though the operation selected is UPDATE. If the Attribute field is left blank the constraint will be in effect for all the attributes of the entity. you may define a constraint which prevents updates to any of the fields of an order line.1. Attribute Field The Attribute field can only be used if the operation selected is UPDATE. therefore processing constraints will not execute for such attributes. Update. or update the constraints that were created for your company. 1. 1. When you query an entity you will see all the constraints defined against that entity. You may enter a value here. Any one of the OM entities are the valid values for the entity field. processing constraints execute. and the constraint will only apply to that field. Please note that only when constrainable attributes are updated. view. Cancel for Order Header and Order Line entities only. For instance you may define a constraint that affects only the warehouse field on the order line. and Split for the Order Line Entity only. The region enables you to view the seeded constraints.

4 Applies To Field The Applies To field is used to define whether the constraint is applicable in the Negotiation or Fulfillment transaction phase. Only version is captured as it takes precedence and audit history is not available for this update.3 Action Field The Action field allows you to select the action to be taken if the constraining conditions are met. However. Actions of Require Reason and Require Reasons and Require History for audit history are supported only for the UPDATE operation. 1. it must be used in conjunction with Versioning or Audit. If the field is blank. The system changes here refer to an attribute initially getting a default value or being re-defaulted when a source attribute changes. • Always: System changes are always allowed on the attribute 1. The possible values are: • Never after Insert: System changes are allowed to this field only if the entity has not yet been saved to the database.1. This is the default value. Constraints are evaluated in the following order (Only one constraint may take effect for a change): Actions that Require Reason take precedence over actions that do not.6 User Changes Field Use the User Changes field to indicate when the user performing the operation is constrained. 1. This is applicable only for attribute or field level UPDATE operations. Example Assume that both versioning and audit constraints apply to update of price list. This is applicable only for attribute or field level UPDATE operations. The possible values are: • Never after Insert: You can change this field only if the entity has not yet been saved to the database. both version and audit history are captured. then it is applicable to both phases. if audit constraint is on a different attribute like update of payment term and you change the payment term and price list. This .5 System Changes Field Use the System Changes field to indicate if system changes are allowed even if the constraining conditions are met. Note: There is no unique Require Reason action.

16:45 Audit Trail records and tracks updates to specified order attributes as they occur. and the Audit Trail Consolidator concurrent program. System constraints help prevent data integrity problems and cannot be updated. You can define new processing constraints that specify when. Note that if all conditions are disabled and the constraint itself is not disabled. However. 12/21/2009 . Care must be taken to ensure that the disabling of conditions does not introduce problems in the business flow. the constraint always applies for that change. and for what .8 Enabled Field The Enabled field indicates whether the current Condition is active. • Always: You can never enter a value for this attribute. even if the entity (for example an order) is being created for the first time. Any operation. Current Processing Constraints functionality enables you to specify exactly what business functions.is the default value. additional validation conditions can be included as long as they do not have the same group number. a system parameter. field. Lookups. 1. action. Reports of comprehensive audit trail updates of Oracle Order Management are generated using Processing Constraints. 1. This allows conditions to be temporarily disabled if necessary. or list of responsibilities attached to these constraints cannot be modified. • Audit Trail • Versioning Audit Trail Submitted by Anonymous on Mon. by entity you wish to control when performing order modifications.7 System Field The System Field indicates if a constraint included with the OM system is user updateable.

who made the changes and when. • The audit trail may track all sales order changes that may not necessarily constitute revising the sales order to a new version. Audit Trail records a single change in order to capture who made the change and what the change was. Process Flow Oracle Order Management gives businesses the flexibility to audit as much or as little of their order process as they require. then the user is prompted to select a reason code from a user-defined list. not during the negotiation phase. Each business can decide what order attributes are so critical that an audit needs to be maintained and then set up the processing constraints accordingly. Versioning V/S Audit Trial • Versioning works in conjunction with audit trail only when the transaction enters the fulfillment phase. allowing users to view the changes to the document real time and online. Quotes and Blanket Sales Agreements but audit trail is ONLY applicable to Sales Orders. audit trail can be viewed on line once a report has been generated. Once the constraints are defined. If a change is made to an attribute that has been defined as requiring a reason to change it. 2. Finally. audit trail updates are recorded. . queries can be run or reports produced to show what actual changes have been made to auditable attributes. Example Business requirement is that whenever the currency code is changed in sales order header an audit trial needs to be generated. The user must decide what method they wish to use to track the change history. 1. • The differences between Version Control and Audit Trail include: 1. 3. Version Control records the entire business object. • Audit trail captures changes within a version but version control captures changes that increment a version. The Order Management system parameter Audit Trail must be enabled to use this feature. Setups • Enable audit trial in system parameters.attributes of an order. Version control applies to all sales documents including Sales Orders. users can enter and change orders as they always have. 4. Version control can compare against previous versions where audit trail cannot. Whereas. Version Control can be viewed on line whereas. You cannot track a single change with both Versioning and Audit Trail.

Select your Operating Unit. select from the list of values: "Enable when Order is Booked. 2. For the Audit Trail Parameter. • Run the request Audit History Consolidator with correct parameters • Verify the record in audit history window Setups 1. Navigate to Order Management > Setup > System Parameters > Values. Set up Processing Constraints to indicate which attributes on the order you want to have audit trail recorded for . Select Generic Parameters from the list of values." or "Disabled.• Set up Processing Constraints to indicate which attributes on the order you want to have audit trail recorded for currency change." "Enable when Order is Entered. Process • Change the currency of the sales order." 2. Set the OM System Parameter Audit Trail.

Schedule the Consolidator program (Audit History Consolidator) to run periodically to make audit information available to query and report.Create some new Validation Templates if you have specific conditions to control whether or not to record audit information.this menu option will be created through seed data. 12/21/2009 . Versioning is currently available for sales orders. Versioning Submitted by Anonymous on Mon. Add "View Audit History" menu option to the Order Management menu for those responsibilities that need to be able to view the new Audit History forms .15:25 Versioning is a method to capture changes and updates made to a transaction. 4. Versioning includes the following: . There is support for both manual versioning as well as automatic versioning. 3. quotes and Blanket Sales agreements.

Tracking Clause versions in Blanket Sales Agreements 7. Reasons and comments for versioning 6. price list. For example. . payment terms. or other attributes.• Version Control: Capture of changes and updates made to Sales Orders. Version Generation Versioning is manual by default. API’s and Order Import: Versioning support for sales transactions created or updated from multiple modes • Versions can be created. viewed and compared. required date. you must set up the appropriate processing constraints. If you want to enable automatic versioning. you can use validation templates to drive versioning by transaction type as a condition. Searching prior versions 5. you can increment a version only when specific attributes of the transaction are changed/updated. you can determine when to increment the version and which statuses are available to version. By using the processing constraints and workflow activity. providing comprehensive information about a given transaction • Assists during the negotiation phase of a sales transaction by maintaining a history of the transaction cycle Note: Price Lists and Modifiers are not versioned on a Blanket Sales Agreement. Version history maintenance and comparison 4. Validation of version number 3. For example. You can increment the version number Versioning whenever there is a change in order quantity. Version generation 2. managed. Quotes and Blanket Sales Agreements. This feature offers: 1.

This is particularly true of quotes and Blanket Sale Agreements (BSAs) with a negotiation phase where the transaction document changes a number of times before it is approved. or with a loyal customer who negotiates for a long time for the best price with the promise of higher order quantities over an extended period of time. following the document number ■ Update manually at any time. This may occur with complex products that are frequently redesigned to meet customer requirements.You can link versioning control to workflow activities statuses. Version generation functionality includes: ■ Manual / Automatic option ■ Version number as a whole number and as separate field. provided the setup allows amendment in a specific status ■ Option to retain the document number during the transition to a Sales Order ■ Specify the required conditions for automatic versioning Version History Version history maintenance is useful for reference and comparison. .

when the active version is changed. quotes or blanket sale agreements at any time with the copy feature. However. one can use the previous versions as templates for creating new sales order. Version history maintenance and comparison enables: ■ Maintenance of transaction history of previous versions ■ Ability to amend the current version of the transaction ■ Tracking changes over a period of time and view those changes ■ Comparison of changes made to transactions across versions ■ Copy any version of a Quote to a Sales Order .Versioning maintains the history of previous versions.

you can track and view history information on holds at the order and/or line level. or may be applied manually based on a set criteria you define. • You can define holds that are effective only at certain steps of the order or line workflow. Notes • Holds are assigned a Hold Type and are authorized for application and release for specific Responsibilities. or ship activities. as well as. Holds can be defined to be specific for pick. or return line from continuing to progress through its workflow by utilizing the holds feature. you are placing a hold on the order. pack. Holds can be applied manually or automatically based on a set of criteria you define. applying and releasing holds can be performed directly from the Sales Order Pad.Holds Submitted by Anonymous on Sun. Hold Sources . • Holds may be designed to be applied automatically. such as a credit check hold. return. Order Management enables you to hold an order. holds that apply regardless of the stage in the order’s flow. 01/04/2009 . A concurrent program can automatically release holds based on the Hold Until date. You can manually send a notification through Oracle Workflow to specific individuals when an order hold is applied. In release 11i Oracle Order Management. order line.21:49 When you prevent further processing on an order through an exception. Additionally.

Hold some existing and new orders.e. item. or both (which you may want if you have long lead times between Booking and Shipping). returns. Credit Checking You can automatically prevent shipping of products to customers with unacceptable outstanding credit exposure using automatic credit checking. returns. and to new orders or lines meeting your criteria. you simply remove the hold source for the item. or their lines.Hold sources allow you to apply a particular hold to a group of existing orders. In the Transaction Order Type set-up you may opt to have Credit Checking occur at Sales Order Booking. A hold source is the combination of a parameter (i. or their lines from the Order Organizer window. For example. Hold only new orders. A hold source can: • • • Hold all existing and new orders. returns. customer. or their lines that meet your hold criteria. you create a hold source to hold an unreleased item. order. returns. Hold sources are valuable when you want to hold all current and future orders for an item. at Shipping. Once the item is available. and all holds on individual order lines are released. order. or their lines that meet your hold source criteria. warehouse or customer site (bill-to and ship-to locations). The Credit Checking can be enabled in the following 3 places: • • • For the specific Payment Term For the specific Customer For the specific Transaction Order Type . wh) and hold name that you specify. customer.

Once the date is reached. and lines to which that hold source applied. Hold Release Holds are released automatically when you supply a hold expiration date. as well as an Order Credit Limit. Also. the date it was applied or removed. and set total exposure limits for a customer or customer site. You can determine balances to include when calculating total credit exposure. which is specific to an individual sales order. and why. . Releasing a hold source release all the orders. You must define a Credit Limit which is the total limit at any one time for the Customer. Oracle maintains a complete audit trail of credit check holds so you can track who applied or removed each hold. the Order can proceed along its workflow. You can control who is authorized to release Credit Check holds when you want to make an exception or when the customer's credit balance is acceptable. returns. Note: You must set up and run Release Expired Holds concurrent program on a nightly basis to take advantage of the expiration date based release of holds. These limits may default in with the Profile Class or be manually maintained in the Profile: Amounts alternate region in the Customer Master. Oracle uses all of these criteria to place sales orders on Credit Check Hold.You must define Credit Limits for each of your Customers.

and apply freight and logistics .Basic Pricing Submitted by Anonymous on Wed. control the lowest level price that may be given in order to comply with General Services Administration Agency (GSA) regulations. 12/31/2008 . or agreements. You can also apply discounts.13:03 The Basic Pricing component of Oracle Order Management provides the capability to price orders according to price lists. pricing formulas.

related charges to orders. Once the order is booked. If it is a shipping item and the quantities are available. . it proceeds through the workflow process. the order is processed by SE. In OM the pricing engine prices the items after the order is entered or booked (depending on the pricing setup). During shipping. the freight and special charges can be calculated and the price of the item is adjusted accordingly.

Customer Hierarchy The customer hierarchy in Basic Pricing enables you to roll up individual customers according to the following structure: ■ The sold-to organization ■ The ship-to organization ■ The bill-to organization ■ Site ■ Customer Class You can use elements of the customer hierarchy as defaults to control the operation of price lists and modifiers. and calculates the unit selling price and adjustments. products and pricing attributes. From the pricing request. The search engine receives pricing information from entities like price lists. • Price List . the pricing engine evaluates the appropriate modifiers and price lists. resolve incompatibility issues. Pricing Engine The pricing engine is the program module called by Order Management that prices the order as orders are entered or order data changed. formulas. retrieves the list price. The pricing engine works through open APIs to provide the pricing results to the calling application. It consists of a search engine and a calculation engine. modifier. qualifiers.

• Pricing Agreements • Pricing Formula • Modifiers Price List Submitted by Anonymous on Thu. By defining the OM defaulting rules to use these fields from the price list window. • You can also use the price list to define attributes for the products. models. services. • It serves as a repository of items with their related pricing details.15:11 Price List Concept A Price list is useful for maintaining the prices and other pricing details of products and services. • Fields such as payment terms. Price List Form Details . • The pricing engine requires that all items. which will then determine the pricing action. freight terms and freight carrier are available on the price list form. 01/01/2009 . you are able to default values directly into the SO based upon which price list has been selected for the order. option class and options should be selected and displayed on price list. You can call up a price list and add/edit/delete related items and item categories.

this is an Oracle Advanced Pricing feature which is available only if Oracle Advanced Pricing is fully installed and multi-currency lists are enabled. rounding occurs to whole decimals. for example 107 rounds to 100).1007 rounds to .. . you increase the number of characters to the Note: The pricing engine does select inactive price lists when doing a pricing request.101). multi-currency conversion lists enable you to maintain a single price list for multiple currencies. you affect more columns to the left of the decimal point. right of the decimal point. If you enter a positive number. Rounding factor -3 indicates rounding to the nearest thousands (for example. Rounding factor of +2 indicates rounding to the nearest hundred. Multi-Currency Conversion Lists For pricing in different currencies. After entering the currency for an order or return. Other applications can call an inactive price list and use relevant information. you must choose a price list in the same currency.Price List Currency For international sales. If you enter zero. If you enter a negative number. you can record transactions in different currencies by defining a price list for each currency. However. Round To Factor You can define the number of places to the right or left of the decimal point to which the pricing engine rounds prices from price lists and modifiers from modifier lists.

enter the base list price of the item in Value. it uses precedence to resolve conflicts when it selects more than one price list line from a price list. Oracle Pricing uses the primary pricing unit of measure and the Oracle Inventory unit of measure conversion information to price an order whose unit of measure does not have a price list line. you must submit the concurrent program Update Formula Price’s to calculate the value. Enter the starting and ending effectivity dates of this price list line in Start Date and End Date. enter a value in the Value field. Select Primary UOM if this price list line UOM is the primary pricing unit of measure for the item. 3. Use Unit Price for inventory items and either the Unit Price or Percent Price for service items 4. The dates should be within the start and end effectivity dates of the price list. the pricing engine uses the highestprecedence secondary price list (the secondary price list with the lowest value for the precedence field). Save your work Copying a Price List . this is the product precedence. If Application Method is Percent Price. ■ Enter the name of a previously defined static formula in Static Formula. The result of the calculation changes the value of Value. select an item number or an item category for the Product Value. If the item that you are ordering is not in the primary price list. enter a percent of another item's price. Depending on the value of Product Attribute. 2. enter the base list price of the item. the pricing engine uses the price on the secondary price list. Product context is always item. 2. Select a UOM (unit of measure). Primary and secondary price lists have the same currency. You can assign the same secondary price list to multiple price lists but you can not assign a secondary price list to a secondary price list. 5. ■ For service items. 1. Select an Application Method. 6. the pricing engine uses the primary price list to price the item. If you enter a static formula. 5. Line-level discounts and modifiers that apply to the primary price list do not apply to the secondary price list. If an item appears on the primary price list but is not active (the effective end date has passed). 7. Enter a numeric value in Precedence. If an item appears on both the primary and a secondary price list with the same effective dates. Enter Value and Formula as follows: ■ For inventory items. 4. Enter the price list line details as given below 1. When the pricing engine is trying to locate a price. 3.Secondary Price List The pricing engine uses secondary price lists when it cannot determine the price for an item using the price list assigned to an order. If Application Method is Unit Price.

You can adjust prices for the entire price list or selected items. Adjusting a Price List Use this process to adjust the prices for a price list. For example. . ■ Amount: Enter a value to adjust list prices by a fixed amount. Entering -5 decreases list prices by five whole units of currency. you can specify a category so that only the price list lines for the selected category are adjusted. For example. You can adjust the price by either an amount or percent: ■ Percent: Enter a value to adjust list prices by a certain percentage. If you leave any of the fields blank. entering 5 increases list prices by five whole units of currency. when adjusting by a percentage. You can define your criteria further by selecting the item status or creation date of the items to adjust. pricing adjusts the price list regardless of that field. when adjusting by an amount. For example. entering 10 raises list prices by 10 percent while -10 lowers list prices by 10 percent. and item categories. item category sets. Only active price list lines (those with an effective end date later than the current date) can be copied.You can quickly create a new price list by copying an existing price list.

03/21/2009 .Pricing Agreements Submitted by Anonymous on Sat. The pricing engine.23:52 Oracle Order Management enables you to establish agreements with your customers that let you define the prices. When pricing. will however. . payment terms and freight terms that you negotiated in the agreement. the pricing engine ignores qualifiers attached to a price list associated with an agreement if the agreement is chosen at the time of order entry. still check for product and pricing attributes in the price list associated with the agreement.

Consider using separate naming conventions for Standard Agreements versus Pricing Agreements. . In the Agreement tab. enter an Agreement Name.Agreement 1. Use a naming convention that is consistent and meaningful.

Pricing Select an Agreement price list type from the Price List Type field. you cannot update or change the value for Price List Type. Enter a Revision number. Select an Agreement Type to classify agreements by type for reporting or control purposes.2. Enter an Agreement Number. Once a Pricing Agreement has been saved. you can enter the Customer number in Cust Number field and the customer's name will default to Customer field. meaningful naming convention should be considered and business practices established. 3. This field is optional. If you want this agreement to be available for any customer. Select from: Pricing Agreements using Standard Price List . Alternatively. Additional versions of the same agreement can be maintained by updating the revision number for each new revision. The customer number displays in Cust Number. A consistent. enter the customer name in Customer. 4. The Revision number defaults to 1 at setup time. leave the Customer and Cust Number fields blank. If you want this Agreement to be used only for a particular customer and their related customers.

Currency 3. and the values will be used as defaulting sources for any orders using these agreements. and additional fields within this window will default from the standard price list selected. Freight Terms 6. the price list must be an existing price list.• Agreements using Standard Price List cannot have any agreement lines • Price list and price list lines can only be viewed and maintained through the Price List Setup window • A Standard Price List can be used with any number of Standard Agreements or to price orders which are not associated with a specific agreement • You cannot create revisions for price list lines • The Agreement Number is not automatically created as a qualifier for the associated price list Pricing Agreements using Agreement Price List • Pricing Agreements must have at least one agreement line • Pricing Agreements can only be viewed and maintained through the Pricing Agreement Setup window • Pricing Agreements must be associated with an Agreement price list • An Agreement Price List can be used with any number of pricing agreements but cannot be used to price an order which is not associated with a pricing agreement • Revisions can be created on pricing agreement lines through the Pricing Agreement Setup window • Price list will always have the Agreement Number as a qualifier (and hence can only be used when the pricing agreement is specified on the Order Line) Note: If you select Standard Price List. Description 2. Freight Carrier 5. Note: If you select Agreement Price List. and you can enter values for: 1. Rounding Factor 4. You can update the defaulted fields in the Agreements window. Comments . you can create or make changes to price list lines.

Enter the Bill To name in Invoice To. enter a default Accounting Rule. 6. 3. Enter the Bill To contact in Invoice Contact. Enter the Bill To Address.Payment 1. 2. In the Rules region. Agreement Price List If you have selected price list type as "Agreement Price List" in pricing tab then in the line level you can add item to the price list: . 5. 4. Select the Payment Terms. Enter an Invoicing rule.

Note: You cannot enter an item category in Product Value. you must select the correct inventory item for the agreement line. a price list has two price list lines for item A11111. When the pricing engine receives an order in unit of measure CS. Customer item is a pricing attribute. Enter an inventory item number in Product Value. pricing creates one pricing attribute and one product attribute for the agreement line for the customer item and its corresponding internal inventory item. 6. If you entered a customer item which is associated with more that one inventory item. it accesses the unit of measure conversion tables to convert CS to EA. one with unit of measure EA—the primary UOM—and one for boxes. . For example. Select Price List Line in Line Type. 2. 3. 5. 7. When you enter a customer item. 8. Select Unit Price for the Application Method. Enter a Customer Item number. Order Management uses the primary pricing unit of measure and the Oracle Inventory unit of measure conversion information to price an order whose unit of measure does not have a price list line. 4. Enter a UOM (unit of measure). Enter a customer Address and Address Category. 9. Select Primary UOM if this price list line unit of measure is the primary pricing unit of measure for the item.1. Enter the effective Start/End Dates. Enter base price in Value.

12. Defining Price Breaks for an Agreement Price List You can create price breaks or "bracket pricing" for Agreement price lists to define prices that vary depending on the quantity ordered. Enter the base price in Value.. This calculates the price based on the price break bracket in which the total quantity falls. you can use Point Break as the Price Break Type. 13. Enter the effective Start and End Dates. For example.10. if a customer buys 10 items the price is $20 per item. . Note: If you define a price break for an item category. all the items within the category are eligible for the price break. but if the customer buys more. In Basic Pricing. then they get a lower per unit price. Select a Line Type: • Price List Line • Price Break Header: This option enables you to set up a price breaks. 11. Select Unit Price as the Application Method. and is only available if Agreement Price List has been selected as the Price List Type.

2.For example. Enter the Break UOM. and UOM. Complete the Agreement header information as outlined in the preceding section. Product Value. The total price is calculated as follows: Total price = 14 * $19 each = $266 To define price breaks: 1. Select Price Break Header as the Line Type. In the Pricing tab of the agreement. the Line Type. ensure the Price List Type is Agreement Price List. Primary UOM. Address Category. Enter the effective Start and End Dates. Note: You can create price breaks only for Agreement price lists using the Pricing Agreements window. the total quantity falls into the Price Break 2 bracket where the unit price is $19. You can only set up price breaks for an Agreement Price List. 4. Product Description. So the price for all units is the price defined for Price Break 2. For the agreement line. The Price Break Type is Point which means the pricing engine charges each unit of volume at the price of the break within which the total falls. You cannot create price breaks in the Price List window. if you ordered 14 units of Item A11111. complete the values (where required) for Customer Item. 6. 3. Select Unit Price as the Application Method. 7. 5. Address. • Revising an Existing Agreement • Usage of price agreement .

you can update the agreement header information. you can simply update the existing agreement and save your changes. Once the new agreement revision is created. An agreement can have multiple revisions but the effective dates cannot overlap. and 3 to number your revisions. 03/22/2009 . Only one revision can be effective for a given range of effective dates. It is helpful to use a logical numbering sequence such as 1. if significant changes are required and you want to track versions of your changes. When a revision is created. 2. a new version of the original agreement is created.Revising an Existing Agreement Submitted by Anonymous on Sun. However. Note: You must end the current revision before creating a new revision. and then you can manually create a new revision with a new revision number. you can create a new revision. . You must determine when changes warrant a new agreement version.00:20 To make minor changes to an existing agreement such as changing the payment terms. This is useful for tracking and managing multiple versions of the same agreement.

03/27/2009 . payment terms.23:57 Price agreement can be used while entering a SO and in that case price list.Usage of price agreement Submitted by Anonymous on Fri. fright terms .

03/22/2009 .Pricing Formula Submitted by Anonymous on Sun.09:40 Formulas are mathematical expressions that the pricing engine uses to determine the list prices of items and the discounts that apply to those items. You can use them to: .

You can set up and maintain formulas based on one or more of the following formula component types: List price: The price of the item in a specific price list to which you have attached a formula. You can specify one or more pricing attributes and assign them to a product or service. customer class. For example. At order entry time. List Price and Price List Line are supported Formula types for Advanced Pricing. You can define as many attributes as you need to meet your pricing business needs. Pricing attributes are characteristics of products and services that you can use to determine the price of a product or service. Pricing attribute: The absolute value of a pricing attribute (such as thickness or height) of an item. you may use the formula 1*2 to calculate the price of a glass item. For example. product family group. and level of service are examples of pricing attributes. you can instruct the pricing engine to calculate a discount by attaching a formula to a discount line. Distance. age of a related product. Price list line: The price of the item in a specific line number of a specific price list. the pricing engine evaluates the attributes you have specified during formula setup to calculate the price. • Calculate a price adjustment. Step 1 is a pricing attribute for thickness and step .• Create a price from a computation as an alternative to entering prices in a price list.

• Assign the numeric constant to the step number in a formula line. create a formula line. let the processing program calculate the price value) . For example. When Oracle Pricing calculates a formula. The formula lines provide details about each part of the formula. 1+2*2. Numeric constant: A numeric value. Note: An operand is not a numeric constant. you can: • Create a step number in the formula expression. For example. Creating a Pricing Formula You can set up and update formulas and formula lines in the Pricing Formulas window. SQRT.. Attach Items to the pricing formula Link your formula to a price list by putting the formula name in the static formula field on the list line that has the item numbers that are to get their prices derived from the formula (don't enter a price. To use a numeric constant in a formula. if 100 is the base price of the glass item and 0.8 mm AND the length of the glass is between 0. In the previous formula example. 2. and MOD • Operands: Operands are step numbers about which you provide more detail. /.1 and 0. You can use as many step numbers as you need.2 is the list price to calculate the price of a glass item. You can repeat a step number in a formula. *. it does not use the face value of the step number. Factor List: You can also relate multiple factor conditions. and / as mathematical operators • SQRT as a built-in function • Parentheses to group the operands and operators For each step number.5 and 2 m. 3. and * • Built-in functions: NVL. The formula can contain any of the following: • Parentheses: () • Mathematical operators: +. -.3*100 which is 30. A formula is a valid mathematical expression used to determine the list prices of items and the discounts applied to those items. apply the factor of 3 OR if the base pricing attribute for glass thickness is between 0.5 and 2 m.3 is the value of the thickness attribute of the glass then the pricing engine evaluates the formula as 0. This program can be accessed from the Tools menu within the Formulas Setup window. if the base pricing attribute for glass thickness is between 0. the valid formula (1+2*SQRT(3)) / 4 contains: • 1. apply the factor of 5. It refers to the formula line and evaluates it to obtain the value of the operand. and 4 as operands • +. for example.3 mm AND the length of the glass is between 0. four formula lines are created since the formula has four step numbers. Note: The concurrent program Build Formula Package should be run after setting up or changing a formula to improve performance.4 and 0. up to the limit of the field.

This concurrent request will use your formula to calculate the price that will populate the list line's value field. Link a formula to a freight and special charge modifier. Pricing Attribute and Factor list. With basic pricing you are restricted to three formula types. . Basic Pricing uses the seeded pricing context which has up to 100 pricing attributes. Numeric Constant.You must run the update formula prices after entering your formula name in the static formula field on the price list.

• Usage of price formula .

12:19 Requirement : To make price as (price of one item in price list + least price of the item for which price is being caluclated) * 10 Step 1 Define the formula as shown below to satisfy the above requirement.Usage of price formula Submitted by Anonymous on Sun. 03/22/2009 . .

.Step 2 Attach the newly created formula to the item in the price list.

Fright and Special Charges list ■Use modifier lines to define the type of price adjustments. how the modifiers are qualified. . and freight and special charges that you offer and report together to meet various business needs.Only point price breaks are allowed in basic pricing modifiers. You can create three modifier list types in oracle pricing 1. for ex. Price Break: Applies a variable discount or surcharge price adjustment to a pricing request based meeting the condition of a break type. You can associate certain line types with each list type. etc.At the list level. Surcharge List 3. the following pricing decisions are: If item quantity = 1-50. or Freight and Special charges are applicable to the List type. how they are applied. the level at which adjustments are made. or freight and special charges that the pricing engine applies to pricing requests.Modifiers Submitted by Anonymous on Fri. ■Using modifier lists. then discount=5% ■The table below describes Modifier List Types and if Discounts. Freight charge: Applies a freight charge. A value of Yes: indicates that the entity is available for the Modifier List Type. No: indicates that the entity is not available for the Modifier List Type. Discount List 2. Surcharges. Surcharge: Creates a positive price adjustment. you can create groupings of price adjustments.13:30 Modifiers determine the adjustments made to the list price. you define criteria that is common to all of the line level modifiers. You can use the following line types: Discount: Creates a negative price adjustment. 01/02/2009 . These are dependant on various business factors such as type of adjustment to make.

In the Main tab. the value does not have to be numeric. This means that the modifier list can be used by all operating units for pricing transactions. If multi-org access is NOT enabled. 2. Note: The modifier Name should be unique across all PTEs (Pricing Transaction Entities) otherwise an error occurs. if a modifier named "Corporate" is created in the Order Management PTE. If Global box is deselected. For example. operating unit defaults from profile MO: . 3.Create a modifier list 1. The Global box is selected when the Pricing Security Control profile option is set to ON. operating unit field is displayed. Enter a Number and Name for the modifier list. select the modifier Type. an error message displays if you create a "Corporate" modifier in the Purchasing PTE.

operating unit defaults from profile MO: Default Operating Unit. the list is effective from the creation date and does not become ineffective. Select or clear Automatic: • If selected. Users can over-ride this default and select an operating unit that they have access to as defined by MO: Security Profile.Operating Unit. Enter Currency. If multi-org access is enabled. Enter the Start Date range. 5. This operating unit field cannot be updated by users. If an order is not eligible for a modifier list. The use of this modifier is then only restricted to pricing transactions for this operating unit. • If cleared. all the lines for this list default to Automatic. 4. 6. This is an optional field. the Automatic box is also selected at the line level. Note: If you do not enter dates (start/end). . Creating List Level Qualifiers Modifier list level qualifiers help the pricing engine to determine who is eligible for the modifier lines. it is not eligible for that list's line level modifiers even if the lines have qualifiers for which the order is eligible. and the pricing engine automatically applies the modifier. then the modifier must be manually applied. Note: If you select Automatic for a list.

someone must manually apply it to an order. the pricing engine automatically applies this modifier. Once you have created and saved a modifier line. you cannot edit or change the Product Attribute Value for the line. If you clear it. Automatic for each line appears as selected but you .Creating Modifier Lines Use this process to create modifier lines to define how the price is adjusted. Select or clear Automatic. It applies this modifier at the order level but prorates a percentage value to each line. Enter Modifier Type from the following: • Discount • Surcharge • Freight/Special Charges • Price Break 3. • Order: The pricing engine determines if the pricing request is eligible for this modifier by validating the pricing request header. If you select it. • Line: The pricing engine determines if the pricing request is eligible for this modifier by validating the request for each line. Note: If you select Automatic at the modifier list level. 1. It applies this modifier at the line level. 2. you should end date the existing modifier and create a new modifier. Enter the Level. To change the Product Attribute Value for a line.

. The modifier having that end dated qualifier will apply only if there is another group of qualifiers that satisfy the conditions and are within the valid date ranges. Select or clear Override. The values of Pricing Phase. the group having that end dated qualifier becomes invalid.surcharge information and freight charge information in appropriate tabs. and bucket will be defaulted to 1 for line level modifiers. and Bucket will be dependent on the modifier level chosen. 4. If an order is not eligible for a modifier line. surcharges.can change it. You can allow manual application of discounts. Once a qualifier is end dated. Enter discount. and freight and special charges line types. Incompatibility Group. For Basic Pricing. you can manually change how the modifier is applied for each order. 5. it is not eligible for the line level modifiers even if the lines have qualifiers for which the order is eligible. If selected. the Incompatibility Group will always be Level 1 Incompatibility Group. Creating Line Level Qualifiers Modifier line level qualifiers help the pricing engine to determine who is eligible for the modifier lines.

• Preparation of quote for assisted selling of products and services to customers and business partners. • Quick entry of order lines with minimum data entry as the information captured on the quote gets carried forward into the sales order. Using Quotes you can: . internal and external business approvals. Versioning can capture changes and the transaction seamlessly converts to a sales order or can be archived as a lost or expired quote. 10/08/2009 . customer negotiations. thus acting as a single point of entry into Order Management. These stages can include a draft. Why Should Business use Quote? • The creation and management of quote as a negotiation tool and transitioning the quote to a sales order.15:52 A quote encompasses many stages before becoming a sales order or sales agreement. Quoting draws all relevant information from the Order Management schema for use by the customer service representatives (CSR).Quote Submitted by Anonymous on Thu. enabling a seamless flow from a quote status through a sales order. • Processing the quote with or without approvals.

Cross Sell • Calculate taxes • Assign sales credits • Convert quotes to sales orders • Support E-Business requirements • Reduce administration expenses and increase a sales person's productivity . modify. and select quotes • Configure complex products • Manually adjust quote prices • Perform real time global availability checks • Up Sell.• Create.

.

• Independent line flows • Cancellations – progress to LOST Status • Ship and Arrival Sets • Commitments • Quotes for returns or Internal Sales Orders • Sales Agreements .Can specify sales agreement reference on a quote but released quantity and released amount on a sales agreement are updated only when a quote is converted to an order • Approvals  Complete business flow  Setup: Transaction type  Workflows in Quotes . Quotes transition to a sales order and Sales Agreements become Active. • SAs do not capture an Offer Expiration date and therefore do not leverage this functionality in the Negotiation flow.Workflows • Both Quotes and Sales Agreements(SAs) use the same seeded Negotiation workflows. Unsupported Features The functionality supported with Quotes is similar to the level of support for Sales Orders. There are a few Sales Order features that are not available during the negotiation phase of a transaction including: • Holds • Scheduling • Copy a return from a quote. • After Customer Acceptance.

You can use this to create an approval subflow. we have defined two transaction types.12:22 This window is used to setup the list of the approvers (used for Quotes and BSA). For the Fulfillment phase. 01/18/2010 . E. Note: Currently. approval related activities have been seeded in the OM Standard WF item type. Notes : A role can be any employee of the organization When the next approver in the chain of approvers is notified that a document requires review and approval/rejection. You can define a different set of approvers for different transaction types and the transaction phase combinations. the approval activity is only seeded in the Negotiation phase.g. "Standard A" and "Standard B. the approver can either: .Approvals Submitted by Anonymous on Mon. which could be associated to the transaction type and/or transaction phase." You can use one set of approvers for Negotiation and "Standard A" transaction type and another setup of approvers for Negotiation a "Standard B" transaction type.

Go to WF Notifications and approve the quote. and view the entire sales document from an attachment on the WF notification. Select the Negotiation Flow as Negotiation Flow .Generic with Approval. 2. . 3. The status changes from Draft to Pending Internal Approval. Total Amount • View the entire sales document as it would appear for printing. including: Quote or BSA number. Complete Approval Flow 1. • Approval Recipient(s) With this approach you can send notifications to a different set of recipients based on the setup in the Order Management Approval setup window. Requester. pricing/discounts. This gives more flexibility for setting up different hierarchical lists for different transaction phases and transaction type combinations. Customer name. Description. Create the quote and progress it. and all other terms from the PDF link on the workflow notification • You can view the summary information from the notification. Forwarded from.• View a summary or abstract from the workflow (WF) e-mail notification. including all products/services.

.

Approve the Quote The Quote needs to be approved by all the persons in the approval list of the transaction type.Complete business flow Submitted by Anonymous on Fri. Once approved the status of the quote changes from Pending for internal Approval to Pending Customer Acceptance. 10/09/2009 . . 2. transaction type. The status of the quote changes from Draft to Pending for internal Approval. currency and line level details.17:30 1. Create and Submit the draft Create an quote by entering the customer details. Save it and submit the draft.

Customer Acceptance Do the customer acceptance and the quote 'll be converted to sales order with status Entered. Setup: Transaction type .3.

for generic setup instructions.Submitted by Anonymous on Fri.. 2. use the category appended with "TTXXX-Quote" when creating and assigning document sequencing.15:17 Select the transaction type informations as shown in below form 1. . Note that when the transaction type contains both a fulfilment and negotiation phase there are some additional implementation considerations associated with set up. See Transaction Types @ http://www. On the transaction type set up form there is a check box for retain Document Number. If you want to keep the document number from the quote when the transaction moves to fulfilment. 10/09/2009 .. These impact when and how document numbers are generated by document sequencing.oracleug. Depending upon the value of Retain Document Number the following steps need to be taken.com/user-guide/order-management/setup-step-22transa. When an order type is created two categories are created.

Transaction phase Quotes use: Retain document number Header flow assignment Transaction phase 5-6 Oracle Order Management Implementation Manual Layout and contract templates. In the absence of a default. Transaction type designed for use with Sales documents For example in addition to header and line block data: SA uses the following settings on the transaction types: Document numbering Flow assignments Layout and contract templates. You can set the transaction phase directly on the sales document. The transaction phase always defaults to Negotiation independent of the defaulting rules when the form is opened through the Quotes menu option. If this is not set up correctly then the document will not transition to fulfilment because the document cannot be assigned a Sales Order Number.3. Sales Agreements have only one document number. NOTE: Retain Document Number check box applies only to transaction types with Sales Document Type of Sales Order. Note: The transaction phase can be changed up to the point of saving the transaction or before lines are entered. the fulfillment phase is automatically populated by the system. quotes and SAs do not use line types and follow a header flow only. Once the transaction is saved or lines are entered. . associated with the transaction irrespective of whether agreement is in negotiation or fulfillment phase. Then optionally assign a default transaction phase. If you need to generate a new document number for the transaction in the fulfilment phase. The transaction phase defaults to either Negotiation or Fulfillment based on Order Management defaulting rules when the quick sales or standard sales order form is opened. only the transaction types that also have a negotiation workflow associated with it are displayed. Using a single transaction type you can choose to begin the transaction process in either phase if both fulfillment and negotiation workflow assignments exist on that transaction type. 4. Sales Agreement Number. the transaction phase cannot be changed and the transaction phase field is non-updatable. the transaction phase determines where in the workflow the ransaction starts. Note: While Sales Orders lines are assigned a line type through which the transaction is processed. If the transaction phase defaults to Negotiation. using the category with no appending text "TTXXX" • One for the category appended with "-Quote". two document sequences need to be set up: • One for fulfilment.

15:34 Quotes and Sales Agreements leverage the flexibility of Workflow to manage the quote life cycle. You can choose one of the following generic seeded header-level negotiation flows. get management approval. • Negotiation Flow—Generic: Simple negotiation flow. • Negotiation Flow—Generic with Approval: Flow with Approval. Prepares quote document.Workflows in Quotes Submitted by Anonymous on Fri. Both can be converted to an order. 10/09/2009 . In support of a quote the following Status types are predefined: • Draft • Pending Internal Approval • Lost . these flows can be associated to transaction types for both Sales Orders and Sales Agreements. Quotes can be converted to sales orders in either the Entered or Booked status (if the booking activity is synchronous).Simple:This workflow does not require any approvals nor customer acceptance. The seeded workflows are as follows: • Negotiation Flow . There are two phases for workflow: Negotiation and Fulfillment. without approval. get customer final acceptance. However the quote can either expire or get lost if it does not progress to being converted to an order. get customer final acceptance. Workflow flexibility allows you to tailor your Negotiation and Fulfillment phases to your specific processes. convert quote to the Sales Order. Prepare quote document. and convert the quote to an order.

• Navigate directly to the window: (N) > Orders. Business Practice. Select the Approvals button to bring up the Approver List. • Draft . for review. The user will receive a notification and must approve or reject. Returns > Setup > Transaction Type > Approvals. the system will either send the notification to the next approver (if the current approver is not the last approver). or Finance. The relevant documents can be routed to various people in the organization. it can be submitted for approval. If the approver fails to respond within the time limit. the system will re-send the notification. If an approver is deleted from the list the notifications still need to be processed.Customer Accepted • Draft . The Approver List can be accessed two ways: • From the Transaction Type setup window: (N) > Orders. If the approver again fails to respond. including people from Sales. The document must be approved by each participant in the list before the transaction is eligible to move forward in the workflow. Returns > Setup > Transaction Type > Define. If an approver is added to the list and any transaction is pending approval they will receive a notification. The list of approvers is defined at the Transaction Type level.This status does not apply to Sales Agreements.• Pending Customer Acceptance • Draft Submitted • Internal Approved • Customer Accepted • Offer Expired . .Customer Rejected Seeded workflow that incorporates Internal Approval and customer acceptance After a quote has been put together. or reject the notification based on the system parameter setup. Legal.

Order Header in Booked Status Order Line in Awaiting shipping Order in SE – Ready to Release 2. ATP Calculation 2.Eligible (Applicable only in case of ATO/PTO Models) 2.a.13:07 A standard sales order moves through the following steps 1. Create SO 1. Create Configuration Line . Create Delivery 5. Allocation/Detailing 3. Pick Release 1. Import Order Header in Entered Status Order Line in Entered Status 2. Trip .c. Packing 6.Sales Order Flow Submitted by Anonymous on Sat. 01/17/2009 . Scheduling 3. Configure the ATO/PTO item (not applicable in case of standard item) b.d Supply Eligible Progress order Starts the process AutoCreate Final Assembly Orders for ATO/CTO 3. Create MO 2. Create 2. Transact/Pick Confirm Order Header in Booked Status Order Line in Picked Order in SE – Stage confirmed/Released Backordered Pick List 4. Book the SO 1. Reservation (Reserve time fence) what actions 'll be taken depends upon the scheduling level setup done in transaction type.

Notes The Workflow background engine processes deferred activities.Line Status Interfaced . wait activities and time out activities.Next Step Not Applicable .Line Status Shipped . So for fullfilling process just run workflow background process. which checks if all the lines are fullfilled or not. Progresses the shipment line to an “Interfaced” status and sets the trip to “In-Transit” or “Closed” depending on whether you elected to close the trip. ii.Next Step Not Applicable After the ITS we need to run work flow back ground process untill it is run the line wont progress to fullfill activity. You setup the Workflow background engine when setting up Workflow in your environment. Progresses the order line to “Shipped” status so that it can progress to the next workflow activity. Fulfill The workflow activity after the ship line workflow is Fullfill Deffered. So After running ITS (even though the workflow back ground process has not run) the SO issue (Deducts of onhand and debit of cogs/deffered cogs) takes place.7. If all the lines are fullfilled then on next workflow back ground process run the lines will be moved to fullfilled status. Order Header in Booked Status Order Line in fullfilled Shipped Order in SE . iii. Typically. please specify Order Management work item types as the parameter so that it will only pick up the activities or notifications for Order Management work items.Next Step Run Interfaces After ITS run Order Header in Booked Status Order Line in Shipped Status Order in SE . the process accomplishes three main objectives: i. You also need to schedule the Workflow Background Process concurrent program to re-submit periodically. W/O ITS run Order Header in Booked Status Order Line in Picked Status Order in SE . Deducts on-hand quantity and debits Cost of Goods Sold. notifications. When scheduling the concurrent program. Ship Confirm Packing List Bill of Ladding COGS debited INV valuation AC credited At the ship confirm Interface Trip Trop Process starts The “Interface Trip Stop” process is executed either real time or later as a concurrent request. 8.Line Status Interfaced .

2. Workflow A basic order flow.9. 1. 2. Invoicing 10. Recipt & Transfer to GL Once Order is fulfilled an invoice is created if auto invoice in enabled and the invoice details are available in AR and the following accountings takes place 1. will most commonly use the Generic Order and Line flows which are assigned to a Generic order type Cash Account gets debited Receivables account gets credited Account Receivables gets debited Revenue get credited After the receipt is created and applied to the above invoice . from entry to invoicing.

• Order Header • Order Line • Scheduling and Booking • Cancellations in Order Management • Order Import .

You can enter header information for a sales order as you receive it. Charge) Customer Number Price Payment terms Freight terms FOB Shipping method Shipping priority Shipping/packing instruction Other TAB Warehouse Line Set Payment type(tax handling) . The only fields you must enter before proceeding to the lines block are Order Type and Currency in the Main tabbed region in the Sales Orders window Prerequisites • Set up your security profile with the operating units that you want access to. • Set up your salespersons. • Set up your order types. The Sales Order window offers you a convenient and quick entry point for creating and editing order information as well as viewing summary information from other subsystems such as Shipping.21:56 In Oracle Order Management. • Set up your price lists. enter. 01/03/2009 . • Set up your discounts. and update order information. Order Management offers line level independence where you can capture regular orders as well as returns using the same window. Receivables. view. as well as the status of orders. and Purchasing. the Sales Order window enables you to organize.Order Header Submitted by Anonymous on Sat. Main TAB Date ordered Customer & Customer PO Number Customer Ship to Customer Bill to Order Type List/Agreement Sales Person Currency Total Price (Tax. not necessarily in the sequence followed by the window's tabbed regions.

.Define header main information In R12 the Sales Order window allows you to enter orders in any of the Operating Units accessible to you.

you should pick the appropriate Operating Unit from the list of values before specifying any other information." 2. or accept the default. 3. and you want to enter an order in an Operating Unit that is not your default. Enter the customer ship to and bill to 4. 1. Order type can be used as a data source for defaulting rules and additionally determines both the order and line workflow processes your orders will flow within. Note: Order Type can be changed even after saving the order header as long as: 1. the Customer field LOV will always display all customers. Customers are visible across all organizations and customer addresses are organization specific. 2. If there is no default value then all the fields except the Operating Unit will be disabled. so that you can pick the appropriate value. the lines get automatically updated. If you need to enter orders in operating unit(s) other than the one that is defaulted. Define the Customer Purchase Order Number for the order. You must enter a value here if the order type you specified requires a purchase order number. Fields such as Date Ordered will default if there is a default Operating Unit. you must manually update existing order lines with the Customer PO number in order to properly invoice the order lines as lines without the PO Number do not get interfaced to Accounts Receivables. If you update or link a Customer PO number to an existing order. The value of the profile option OM: Sales Order Form: Restrict Customers controls the LOV display for this field. Select an Order Type for the order or accept the defaulted value. The order doesn't have any lines. The Order Number generate is not set to "Gapless. You can set up a default for a PO number from an Agreement using defaulting rules. 3. The order is Unbooked. It is folder enabled and displays your default Operating Unit. Select a Price List for the order. The Price List you select must be an active price list. if you change the Operating Unit. If you use the Find Customer window. the profile option is ignored. the . Initial defaulting occurs once you specify an Operating Unit and tab out. a message is displayed indicating that all the fields will be cleared if the Operating Unit is changed. After specifying other order information. Order Management notifies you if you enter a purchase order number that already exists on another order for the same customer but will not prevent you from continued processing of the order. You can check these constraints from Setup->Rules->Processing Constraints 5. If you have access to multiple Operating Units. Headers tab. This information is for reference and reporting. However if you have enabled Cascading. If a price list is inactivate. you should make the field visible.The Operating Unit field is mandatory on the sales orders window.

and then requery your order. You can apportion sales credits to multiple individuals in the Sales Credit window. By default. Buttons Actions--opens a dialog box to perform one of the actions listed below: • Add Customer • Additional Order Information • Apply Automatic Attachments • Copy • Apply Holds • Release Holds • Cancel • Progress Order • Split Line • Release Workbench • Supply to Order Workbench • Promotion/Pricing Attributes • Calculate Tax • Charges • Price Order • Price Line • Sales Credits • Go To Line • Horizontal Demand • Related Items • View Adjustments . Select the Salesperson for the order. unless you have disabled the seeded defaulting rule for order currency from the price list. 7. you will receive an error message box: Validation fails at the field Price List. and you select a Price List that utilize a base currency other than the defaulted currency. Select a currency for the order.price list does not appear in the LOV for the Price List field. If you enter an order. If you currently have a defaulting rule setup and enabled to default order currency. the primary salesperson receives 100 percent of the sales credits for an order. then inactivate the price list used in that order. Order Management will always default (over-write) the base currency of the price list to the order currency once a price list is selected. Your price list's currency must match the currency you entered for this order. 6.

00:19 .• View Shipping Status • View Tax Details • Notification Order Line Submitted by Anonymous on Mon. 03/30/2009 .

You can also enter returns using the Sales Orders window. Order Management validates to ensure that all required fields have values. you can use all aspects of standard sales order functionality. assign sales credits. view. Order Management validates individual fields as they are entered. You can also adjust pricing. After an order has been booked. it becomes eligible for the next step in its workflow. schedule shipments.You can enter. both shippable and non-shippable. You can order standard items. query item availability. and configurations using this window. record payment information. When you book an order. For orders that you intend to source externally (drop shipments). attach notes. The source type at order entry determines whether an order will be fulfilled from inventory or by an external supplie . and so on. including selection of subinventories. You can enter information in the Sales Orders window as you receive it. and make reservations. that configurations are complete. and update sales orders using the Sales Orders window.

Line Number and Ordered Item are on the fixed region within the Sales Order Line Main tab. This field is for display purposes and cannot be updated.1 if this is the first line entered on the order.Sales Order Line Items Main Tab 1. If you cursor is positioned on either of these two fields and you attempt to perform any Folder operation (such as Show Field) you will receive a error message informing you that no additional fields are available for display Line number field automatically defaults to 1. and these fields cannot be hidden using Oracle Folder functionality. Order Lines Numbers are displayed in the Sales Order window as a line quintuplet: .

Service Number. within the Item Identifier Type field. II. the list of values displays descriptions of active and inactive items. . Select or enter a value for either: 1. Option Number.Line Number. III.2 Component Number -3 Service Number-1 Note: You may choose to display additional fields within the Sales Order Header Main window by enabling the fields for display within a custom folder. Provided the secondary unit of measure has been enabled for the item in Inventory. within the Item Identifier Type field. Select the item for this order line. For orders. the list of values displays descriptions of active items. Item Description and Type. Item Identifier Type. You can only choose items that have the Customer Orders Enabled item attribute set to Yes. The units of measure for models and kits are restricted to the item's primary unit of measure. The List of Values for this field is controlled by the value of the hidden field.1. you can also enter the order line using the cross-reference. 4. Component Number. Ordered Item (the item number). you must also ensure that the item you select has the Purchasable item attribute indicated. you can define a dual UOM for the item. To search: • for internal item descriptions. select INT or Internal Item. if order line number appears as 1. 2. For example.3. Shipment Number. If you have setup customer or generic cross-references for these items. Define the item's order quantity for this line. Select the Unit of Measure. You can search on different types of item descriptions. select CUST Notes I. Order Management validates the item against inventory items you define in the warehouse (organization) specified by the Order Management parameterItem Validation Organization.1: Line Number -1 Shipment Number -1 Option Number . for returns. Ordered Item displays : You can search for item descriptions by entering the search criteria into the field and tabbing out of the field to start the search. The search is not sensitive to case. item description displays. you can choose to display the Line number & shipment number fields. 3. IV. • for customer item descriptions.2. For example. You can enter only predefined units of measure in the same class as the item's primary unit of measure. This attribute enables an item to be ordered on a purchase order. The quantity field appears on all tabbed regions even though it is in the scrollable region. 2. If you intend to source this line externally.

The value of the unit selling price is affected by the current value of the profile option QP: Selling Price Rounding Options 6. Status: This field displays the current status of the order line. and a new item is entered. the order line contains an ATO item. On Hold ATO check box 2. If the check box is selected. .5. If a line is deleted from the order. Cascaded Hold ATO check box 3. and can only be updated via a system action HOLD /ATO Check BOX 1. Select the Schedule Ship Date from the calendar. Note: The Request Date field is populated with the current system date and time. the Request Date field will continue to display the original system date and time stamp 7. Enter. select. 8. and may contain a rounded value. ATO check box: The field is non updateable. Unit Selling Price: Unit Selling Price is derived from the selected price list. or accept the default for the Request Date field.

Comments field values are displayed within the Additional Line Information window. 2.Other fields 1. Reason: This field is non updateable except when adding to. Qty Shipped: this field will display a value only if an order line has been shipped. 3. or reducing. except when enabled by the system. 5. Values entered in this field are only visible at the time of entry. Order Management does not display the current value for this field since you can perform multiple updates to an order line that require you to enter a reason. You can view Reason values entered within the Additional Line Information window. Select or accept the default for Line Type. available via Action button. once a successful save has been completed. the existing order line quantity. Values entered in this field are only visible at the time of entry. Qty Cancelled: this field will display a value only if an order line's quantity was changed as a result of a cancellation. once a successful save has been completed. . the value of the Reason field displayed is NULL. available via the Action button. 4. either partially or completely. Comments: This field is non updateable.

the order lines for the copy to order will display the source order number. if not defaulted. Order Source Line Reference: If you create an order line within the Sales Order window. and valid values are: • Internal • External 8. This field is non updateable. Select the Salesperson. The value for this field is determined by the creating application when a sales order is created. 7. The value generated is the source table name. You are only able to select a Tax code if the profile option EBTax: Allow Override of Tax Code is set to Yes. if not defaulted. This value is stored in the source table (OE_ORDER_HEADERS_ALL) within the column ORIG_SYS_DOCUMENT_REF. If you have copied an order. concatenated within the line_id. or create an order where order_source_id=0. • Pricing Tab • Shipping Tab • Address Tab • Line & Fullfillment Set Changing Order Price OM Split Line . the system will generate a value for Order Source Line Reference. If you have copied an order. the system will generate a value for Order Source Reference. 9.6. 10. concatenated within the order_header_id. or create an order where order_source_id=0. Select the Tax Code. Order Source Reference: If you create an order within the Sales Order window. Order Source. This value is stored in the source table (OE_ORDER_LINES_ALL) within the column ORIG_SYS_DOCUMENT_REF. the order lines for the copy to order will display COPY. The value generated is the source table name.

13:56 Below lists all additional data items available for the seeded (default) Sales Order Line Items Pricing Tab folder.Pricing Tab Submitted by Anonymous on Thu. • Accounting Rule • Calculate Price Flag description • Commitment • Commitment Applied • Customer Net Price • Customer Payment Terms • Invoicing Rule • Tax Code • Tax Date • Tax Exemption Number • Tax Exemption reason • Tax Handling • Unit List percent • Unit percent base price • Unit Selling Percent • Commitment Applied • Subinventory • Split By • Shipped to Customer Note: The fields Customer Net Price and Customer Payment Terms are seeded as Hidden in the Pricing tab of the Lines region in the Sales Orders window. Calculate Price Flag . 10/08/2009 .

• If you choose to reprice the order or order line. • Additionally. you can specify the pricing date. This is currently not supported. • If you choose to retain original pricing. Order Management will set the Calculate Price Flag to P for the copied order lines even if the you specify At Original Price within the Pricing Options tab copy window.The Pricing tab enables you to specify whether the new order or order line is copied at the original pricing or is repriced. To reprice. manual discounts and charges are removed and automatic discounts and charges are recalculated. and you may receive the following error: Item &ITEM is selected more than once in this Configuration. you can choose to set the Calculate Price Flag to Partial Price by selecting the corresponding radial button on the Pricing Options Tab. Attention: When the destination order type while copying an order is RMA. all discounts and charges are retained and the Calculate Price Flag is set to Freeze Price for order lines and Partial Price for return lines. Note: You cannot copy an order which contains a solution based model for which one or more of the components have been cancelled. Pricing a Copied Order .

When price partial is used the price of the line remains the same but freight charges may be obtained with a pricing call. When you are copying only the order header then you can only choose the original selling price.The pricing tab lets you specify whether the new order/line is to be copied at the original pricing re-priced or partially repriced.’ When you choose to re-price. . If it is to be re-priced. When you choose to retain original pricing. you can specify a pricing date. manual discounts/charges will be lost and automatic discounts/charges will be re-evaluated. all discounts/charges will be retained and the calculate_price_flag will be set to ‘N.

.5 • Deliver To Contact • Deliver To Customer • Deliver To Customer Number • Deliver To Location • Delivery Lead Time • Demand Class • DEP Plan required Flag • Earliest Acceptable Date • Explosion Date • FOB • Freight Carrier • Latest Acceptable Date • Model Group Number • Over-Shipped resolved flag • Over-Ship Tolerance • Promise Date .5 • Bill To Contact • Bill To Location • Deliver To • Deliver To Address1.14:19 Below lists all additional data items available for the seeded (default) Sales Order Line Items Shipping Tab folder. 10/08/2009 . • Actual Arrival Date • Actual Shipment Date • Auto Selected quantity • Bill To • Bill To Address1.Shipping Tab Submitted by Anonymous on Thu..

.5 • Ship To Contact • Ship To Location • Shipment Priority • Shipment Quantity • Shipment UOM • Subinventory • Undership Tolerance .• Qty Fulfilled • Request Date • Rounding Factor • Schedule Date • Ship Complete • Ship From Location • Ship Model Complete flag • Ship To • Ship To Address1.

10/08/2009 . All. • Select a Deliver-To Location and Deliver-To Contact. customer relationships are ignored and you can choose a ship to location from any customer. you can choose a ship to location based only on the customer listed on the order or a related customer. you can choose the Bill to location of the sold to customer only. No. All. This is done by setting up a defaulting rule for the line deliver to field so that it defaults the value of the header deliver to field. You can choose any contact associated with the bill to address. • Select a Bill To Location and Bill To Contact. customer relationships are ignored and you can choose a bill to location from any customer. These fields provide bill to information for all lines in the order. If the system profile option OM: Customer Relationships is set to: Yes. Any customer location or contact can be selected for End Customer .13:43 • Select a Ship To Location and Ship To Contact. If you have a deliver-to field in the order header.Address Tab Submitted by Anonymous on Thu. you can choose the Ship To location of the Sold To customer only. you can choose a bill to location based only on the customer on the order or a related customer. If the system profile option OM: Customer Relationships is set to: Yes. End Customer selection does not look at the Customer Relationship setting. you must be able to populate the line deliver to field from the header field. These fields provide default ship to information for all lines on the order. No.

Attributes that have to be identical across all lines in a ship set are shipping warehouse. • Group order lines to ship together in ship sets.13:57 Order Management supports Ship Sets. Assign a single ship set to all the lines in an order to support customers that do not allow partial shipments. Ship sets can be assigned on an individual order line or group of lines on an order. and Fulfillment Sets. Arrival Sets. 03/30/2009 . If an order line is defined as a ship set for a configured product. schedule date. shipment priority. • If a single order line is defined as a ship set. . Ship Sets are a group of order lines that the user would like to ship together. the system waits until all items ordered in each configuration are available before releasing the line for picking. Or assign a ship set to only one line in an order with multiple quantities to ensure that the order line is not released until the full quantity is available. shipment method and ship-to location.Line & Fullfillment Set Submitted by Anonymous on Mon. Order Management waits until the entire order quantity is available to ship before releasing that line for picking.

A line can belong to either a ship set or an arrival set. Items that are not shippable can be in fulfillment sets with shippable items. but can belong to multiple fulfillment sets. Fulfillment Sets are a group of lines that get fulfilled together. New/Add to exisiting SET . If you want to hold up invoicing of a non-shippable line until an associated shippable line is shipped. None of the lines in the set progress past fulfillment to invoicing until all lines in the set are fulfilled. shipping completes fulfillment. booking completes fulfillment. enables you to group lines together for invoicing purposes. put those lines together into a fulfillment set. Typically. Attributes that have to be identical across all lines in a ship set are ship-to location and requested arrival date. Order Management seeded workflows are designed so order lines are eligible to be Invoice Interfaced once they have completed the fulfillment workflow activity. and then will not be fulfilled (and therefore invoiced) until the shippable items are fulfilled. along with the use of fulfillment sets. for shippable lines. The fulfillment concept.Arrival Sets are a group of order lines that the user would like to arrive together. For non-shippable lines.

To add a set or to create new group. right click on the line and navigate to Set > New/Add to set You can also perform the following actions to Sets: • Add to set • Remove from set .

when you enter a new Order the system will automatically place the ordered items in a Set and assign a numeric value to the Set. • Automatic Line Set Assignment Automatic Line Set Assignment . Lines In Ship Sets Lines In Arrival Sets Now on the Sales Order form. Order Management tab: Set the Customer and Site attributes to automatically place order lines into ship sets or into arrival sets.• Move set Automatic Sets In the Customer Site.

It is important for other businesses that a single line ship complete and multiple shipments are allowed per order. depending on which lines were automatically included in Ship or Arrival Sets.Oracle Order Management enhances Line Set (Ship/Arrival) functionality with seeded defaulting rules minimizing the need for user action thus reducing error and keystrokes. or Customer. "OM: Assign new set for each line. Ship Set or Arrival Set For Each Line Oracle Order Management has increased the choice to their customers of header level Ship/Arrival Set functionality. • The hard coded defaulting rules have been converted to seeded defaulting rules using defaulting framework to provide flexibility in changing the sequence of the rules to be used. As an example. • Setting the profile to "No" with header level set to "Arrival" creates one Arrival Set per order. If one line fails scheduling.Line Set • A facility has been provided to define a defaulting rule for Ship Set or Arrival Set based on the Transaction type. Line Set. scheduling all of the lines to arrive together at the same Ship To with the same Scheduled Arrival Date providing a high level of customer service through scheduling to deliver all lines of the order at the same time to the same place." creating a single Ship/Arrival Set per order. Note: Defaulted Set at the header level will only affect the new lines that are being created and will not have any impact on existing lines. • Setting the profile to "No" with header level set to "Ship" creates one Ship Set per order. if the header level choice is Ship." the system creates a unique Ship/Arrival Set for each line in an order as long as the line can be scheduled. Option 1 provides functionality for businesses that prefer to group all lines of an order into one Ship Set or Arrival Set.The default is set to "No. Line Set.Line Set (Sold to)." provides two alternatives: Many businesses do not wish to create multiple shipments for a single order. none of the lines are assigned to a Ship Set. . The profile. scheduling all of the lines to ship together from the same warehouse to the same Ship To with the same Scheduled Ship Date. potentially saving on freight costs. Features include • Allow defaulting header level Line Set (Ship/Arrival) from Order Transaction Types • Customer Invoice To Ship To Defaulting Rules Setup Previously. all successfully scheduled lines are assigned to one Ship Set when created. • Added defaulting rule for Order Type. there were hard coded defaulting rules such as Ship To. Invoice To. By setting the profile to "Yes.

if you change the ordered quantity or the warehouse. When you cancel a line that has been scheduled or reserved. Consider the same order with two lines. setting the profile to "Yes" with header level set to "Arrival" creates a unique Arrival Set for each line of the order. the system tries to reschedule the whole set. quantity 500 proceeds to Pick Release and Ship Confirm while Line 2. the system unschedules the lines and removes the reservations. then it checks the value of the profile option Auto Push Group Date. Item B will not progress. • Similarly. When a scheduled line is changed. Item B will not progress. 2 Item B to arrive on the same date. and scheduling the group of lines together fails. the system reschedules the line. then the line will not be inserted. If that fails. the line is inserted but not scheduled. quantity 500 2) Item B. quantity 200. Exception: If the line is part of an ATO configuration or a ship model complete PTO configuration. If the value is No. If a scheduled line is partially canceled. It also allows flexibility in that each line is independent. 2 Item B to ship on the same date. the line is inserted but not scheduled. Item A. quantity 200.Option 2 creates an additional use of Ship/Arrival Sets by creating a unique set for eachline of an order. At the time of scheduling. • Setting the profile to "Yes" with header level set to "Ship" creates a unique Ship Set for each line of the order. the system reschedules based on this new information. quantity 500 proceeds to Pick Release and Ship Confirm while Line 2. Item A has full quantity of 500 available to be ordered while Item B only has quantity 50 available. With separate Arrival Sets. At the time of scheduling. Creating line level Ship Sets enforces that the full quantity ordered is scheduled to ship at the same time. quantity 500 2) Item B. With separate Ship Sets. For example. Item A has full quantity of 500 available to be ordered while Item B only has quantity 50 available. The customer is happy as full quantity 500 of Line 1. If the value is Yes. Thus assisting in customer satisfaction through shipping full quantity every time an item is ordered. Consider an order with two lines. The customer is happy as full quantity 500 of Line 1. 1) Item A. When a new line is inserted into a scheduling group (such as a ship set or a configuration) that is scheduled the system will first try to schedule the new line with the same attributes as the other lines in the scheduling group. Item A arrives together instead of waiting for the complete quantity of Line. While entering the order if the user thinks the price is not correct and needs to be modified then he/she . Changing Scheduled Lines Order Management has many features to help manage scheduled lines when the lines are changed. 1) Item A. It also allows flexibility in that each line is independent. Item A is shipped immediately instead of waiting for the complete quantity of Line. Item A. If rescheduling the whole set fails. the system cancels scheduling information in this order: Changing Order Price When an item is ordered the price engine picks the value from price list and applys appropriate modifiers to it. Creating line level Arrival sets enforces that the full quantity ordered is scheduled to arrive. Thus assisting in customer satisfaction through shipping full quantity every time an item is ordered.

Navigate to: Orders. Pricing verifies • The profile option: OM: Discounting Privilege. Modifying Order Pricing Use this process to modify order pricing. . To remove an already applied adjustment. Select the list of values to view the unapplied manual adjustments for the line. Note: Before changing the selling price.can go to the price list. 2. • Enforce List Price on the transaction order type. delete the adjustment and choose Apply. Select an adjustment and choose Apply. Requery the order to see the new selling price. modify it and reprice the line(Sales order line -> Actions ->Price line) or directly modify the line price. Returns > Order Organizer > Order header > Order line > Select the Actions button and choose View Adjustments In the Adjustments tabbed region 1. 3. 4.

If an adjustment has Override Allowed set. The system recalculates and displays the item’s new selling and extended prices based on current list price and automatic discount information. Note: Manual discounts are not subject to incompatibility checking.5. . choose the Actions button > Select Price Line. enter either the new adjustment rate. the amount reduced. Note: If you have applied a manual Order-or line level discount to an order and subsequently redefine the discount. or a new price and choose Apply. Repricing a lineg If you modify a price list or discount after applying either to an item or the order. use Price Line in the Line items tabbed region to update the order lines. From the Line items tabbed region. the re-apply it. you must remove it from the order.

.

Choose the Split button to confirm the split. Select the order line to be split.12:05 Order Management allow you to split order lines to meet customer needs.2.OM Split Line Submitted by Anonymous on Mon. split the order line into multiple shipments.1 and 1. 03/30/2009 . To meet such requests. • • • Enter the quantity. Until the product is shipped. When you click OK to close the window. Ship to and Warehouse defaulted from the original line. Note: Splitting is the only way in which you can create multiple shipments for a given order line. you can split only a model line and not at the option or . The Split Line window displays with one record with the Request Date. i. you will end up with lines 1.e.1 into 2 shipments. Choose the Actions button from the Sales Orders window and select Split Line. the new shipment lines are created and can be seen in the Sales Order form. Configurations Split only at the top-level line in a configuration. Create new records as per your split requirement. the customer can request to change the shipping address or date for part of the order line. If you split line 1. These are referred to as user initiated splits.

the system splits the return line so that customers can be issued credit for what was returned. Purchase Release Receipt – When a Drop-Ship Line is partially received. reservations. taxes. Order Management splits the line so that a customer can be invoiced for what was already shipped. When a model or kit line is split. and holds. Remnant sets can arise only out of system initiated splits. For both user and system initiated splits. . sales credits. Order Management splits each item beneath the model proportionately. you can ship the available quantity and Order Management will split the line so that the customer can be billed for what was shipped. Order Management retains all of the original line information including attachments. When a configuration or kit is shipped out of proportion.class level. System initiated splits Order Management splits order and return lines into multiple shipments when they are partially processed. flow status. the system creates remnant sets. discounts. Such system initiated splits occurs as follows: When Order Lines are partially processed at: Ship Confirmation – When the shipping department finds that stock on hand is less than the ordered quantity. Split only a kit line and not at the included item level. When Return Lines are partially processed at: Return Receipt – When the customer returns partial quantity on a return. Lines in a remnant sets are treated as standalone lines by shipping and fulfillment.

When a line is successfully scheduled the VISIBLE_DEMAND_FLAG is set to Yes. the features that are provided under the umbrella term of scheduling are: ■ Calculating Available-to-Promise (ATP) ■ Scheduling (Create demand & Populate dates) ■ Reserving ■ Calculates the delivery lead time based on as ship method Scheduling is an action performed on an order line or a group of lines. The action performs the following: • Determines the source (warehouse) for the order line. The scheduling feature of Oracle Order Management (OM) enables you to determine when items will be available to promise to a customer(ATP). • Makes the line visible to the planning applications and consumes supply for the item. The ‘Line Flow . If the warehouse is entered on the line. For example: Considering the Line Flow – Generic work flow Once the order is Booked. the schedule arrival date. If the warehouse is blank. This is when Scheduling is performed. automatically reserves the line. Scheduling is done by the workflow process associated with the order line (OEOL). schedule the shipment or arrival of order lines based on this availability(Schedule).Scheduling and Booking Submitted by Anonymous on Fri. the delivery lead time and the shipping method. either manually or using defaulting rules. scheduling will be done by the workflow process. the work flow completes the Booking activity and proceed to the next stage i. 01/16/2009 . • Determines the schedule ship date.21:53 Scheduling is a means of communicating the balance between customer demand and a company’s ability to fulfill an order from current inventory and supply sources.e. and reserve on-hand inventory to sales order lines(reservation) SO.Generic’ process looks as below . This functionality includes ATO models. Order scheduling is managed differently from company to company – and Oracle Order Scheduling supports a variety of scheduling environments.Generic’ in the Workflow Builder. Scheduling. Open the process ‘Line Flow . then as part of standard functionality. • If the reservation time fence is set and the schedule ship date is within the reservation time fence. the scheduling action uses the requested warehouse and the other scheduling results are based on it. the scheduling action determines the best warehouse based on the sourcing rules. Scheduling Process Sales order line would be scheduled for both the ATP as well non-ATP items based on the availability of the item. When scheduling is not performed during sales order entry (either manually or automatically).

The work flow will progress to next stage. .Double click on the 'Schedule .Line' sub process which looks as below . Double clicking opens 'Schedule .Order will wait at “Wait for Booking” till booking action is performed.Line' sub process in 'Line Flow .Generic' process.

the schedule action fails. the scheduling action calls MRP's scheduling API with the requested arrival date. You can define for each customer the delivery window in days that they will accept by entering the latest schedule limit on the customer window. The SCHEDULE_SHIP_DATE should be a value between the REQUEST_DATE and the LATEST_ACCEPTABLE_DATE. SCHEDULE_STATUS_CODE as soon as the lines are scheduled. If you enter a schedule ship date on the order line before performing the schedule action. If the shipping network has not been defined for this combination of locations. If the customer's request dates are requested arrival dates. If it cannot. Scheduling sets the VISIBLE_DEMAND_FLAG. the system will attempt to schedule on that date when the schedule action occurs. the .Once the line is scheduled. the delivery lead time will be considered zero days and the schedule ship date and schedule arrival date will be the same. SCHEDULE_SHIP_DATE is populated into the OE_ORDER_LINES_ALL. and enters that date into the scheduled arrival date field for the line(s). The schedule ship date is calculated by subtracting the delivery lead time (number of days for items to reach the customer once they ship) from the schedule arrival date. When you enter an order line. The API returns the first date on or after the requested arrival date that the items could arrive at the customer location. When the scheduling action occurs. the latest acceptable date is calculated by adding the latest schedule limit to the request date. The two columns are independent and are not based on the setups Scheduling by Ship or Arrival Date The request date may be either the requested ship date or the requested arrival date depending on the request date type of the customer.

If the scheduling action fails in the workflow then the line is moved to scheduling eligible activity. If it is not within this range. If either the Autoschedule check box on the order . For example. the schedule request fails. You can schedule from the sales order window by having autoschedule turned on. You can then use the Schedule Orders concurrent program to schedule the lines with exceptions. suppose that you have a customer who only accepts orders that ship within 5 days of the request date. You can schedule a line by manually choosing to schedule using the context menu or the tools menu.11:00 The scheduling action can be invoked in multiple ways. When you enter an order line. If an order or line is on hold and this profile option is No. if the schedule date returned is not in the date range of September 10 through September 15. 3. then the scheduling action fails. When the scheduling action occurs. 05/10/2009 . the scheduling action fails. • Alternative Ways to Schedule  Calculating Available to Promise (ATP)  Item Onhand Alternative Ways to Schedule Submitted by Anonymous on Sun. if the request date is September 10. Autoschedule The sales order line is scheduled when it is saved. You can control whether OM schedules lines on hold by using the profile option OM: Schedule lines on Hold. 2. You would enter 5 in the latest schedule limit fields on the Order Management tab of the customer window. You can schedule using a workflow activity either immediately or in deferred mode.schedule date will only be returned if it is between the requested date and the latest acceptable date. 1. the latest acceptable date would be September 15.

If the scheduling activity is deferred it will occur after the workflow background process runs and any error messages will be available in the process messages window. If the action is selected from the lines tab. the sales order will be opened in Autoschedule mode. lines are blocked at the Schedule-Eligible activity. You can close the availability window. The default is no value entered. Selecting schedule from these menus will trigger the scheduling action. If the action is selected from the order header tab. However if you require the scheduling to be done only on valid working days.Generic seeded flow. If you require to use this sub-process you can copy and customize the generic line workflow and replace the new sub-process in place of the existing Schedule – Line sub-process. then you will be able to schedule ATO items on weekends as well. A new generic line workflow is not provided with this new sub-process. then after booking the order. all the lines on the order will be scheduled. the schedule activity is a synchronous activity immediately after booking. Manual Scheduling Sub-Process In Release 12. Schedule Orders Concurrent Program The Schedule Orders Concurrent Program functionality has been enhanced in the current release. set this profile option to No. If the new sub-process is used in the line workflow. Only lines waiting at the Schedule-Eligible workflow activity are selected. a new scheduling sub-process named Schedule-Line. In the Line Flow .transaction type is checked or the OM: Autoschedule profile option is Yes. scheduling will occur immediately after booking. This . If the profile option MSC_OM_IMPORT_PRESCHEDULED is set to Yes. You can turn Autoschedule on or off from the sales order window by going to the Tools menu. Note that if autoschedule is turned on the availability window is automatically displayed when the sales order window is opened. You can progress the Schedule-Eligible activity from Sales Orders window or use the Schedule Orders concurrent program to schedule the lines. Workflow The seeded scheduling workflow activity should be used in the workflow process for your order lines. but the lines will still be autoscheduled unless the autoschedule check box on the tools menu is unchecked. Manual You can access the scheduling sub menu either by selecting schedule from the list of activities on the tools menu or by placing your cursor on a line and pressing the right mouse button. Scheduling errors will be seen by the person who is booking the order. it applies only to the line or group of lines selected. With this type of process. Manual is provided to handle cases where you may want to control scheduling manually after the order is booked. Note that the lines may or may not be scheduled and still could be waiting at the activity.

You have two re-scheduling options: Re-Schedule and Re-scheduling with Request Date. messages will be stored in the Process Messages table and also printed in the logfile. Please note that lines that have not been booked are not scheduled. such as: • Item • Warehouse • Request Date • Reservation Status (Reserved or Unreserved) • Scheduling Status (Scheduled or Unscheduled) • Shipping Status (Picked. You can query scheduled lines and perform a reschedule. The line can then be scheduled manually by progressing the order from the sales order window (press the Action button and select Progress Order) or automatically in the next run of the scheduling concurrent program. From the Scheduling tab on the Find window of the Order Organizer.program selects all lines that have failed workflow scheduling. you can query lines based on a variety of parameters. Also the enhancements to the Schedule Orders concurrent program enable you to reschedule lines in case there is a change in supply dates or even unschedule lines if they have been scheduled previously. and attempts to schedule them. These lines are waiting at the schedule-eligible activity. then the allocated product can be rescheduled to meet other demands earlier or later. • If scheduling was not successful. The user can select orders based on the order number and other parameters. or Backordered) • Order Status • Customer . • For each line of the order that fails workflow scheduling. Returns > Schedule Order Scheduling Across Orders Scheduling Across Orders provides the ability to view scheduling attributes of multiple lines across orders. This is useful for high-volume orders. the workflow activity will complete with the result of INCOMPLETE. You can move schedules in and out based on the item's availability. and to perform any scheduling action from a single window. You can query and sort scheduled lines. • If scheduling was successful. In addition. and assign either a new Schedule Ship Date (this can be Schedule Ship Date or Schedule Arrival date. lines that have never been scheduled can now be scheduled using the Schedule Orders concurrent program. the scheduling workflow activity will complete with a result of COMPLETE so that the line can progress to the next activity. depending on the Order Date Type value) or Warehouse (location) when re-scheduling a line. where a batch of imported orders in Booked status can be mass scheduled. Submit the scheduling concurrent program by navigating to (N) Orders. Unpicked. and if orders or delivery schedules from suppliers are changed or cancelled.

and Holds Information). Which lines need to be scheduled or reserved? • Scheduling: Query all lines that are scheduled to ship on a specific date. Using Folders. Those with the role of Scheduler Only are allowed access to the Scheduling tab. you can Schedule. and display gross margin. and decide how to provide supply. and push out the schedule date for those lines as required. you can take supply away from lower priority customers. Unreserve and perform ATP inquiry. but not to other tabs (Order Information. Additionally.• Shipment Priority • Schedule Date Ranges • Request Date Ranges After performing an intelligent query to display a group of lines. Those with the role of both CSR and Scheduler have access to all tabs in the Find window of the Order Organizer. • Revenue impact: Query up all lines for an item. • Customer service: View all the lines for a customer. the role determines whether some actions are available. For instance. Unschedule. Then sort based on gross margin. Or query any lines where Override ATP is flagged. that is. Access to the scheduling tab is controlled by the Profile Option OM: Scheduling Role. Advanced. and give it to higher priority customers within Scheduling Across Orders. . Those with the role of CSR Only do not have access to the Scheduling tab. Scheduling Organizer. Scheduling Across Orders is useful in a variety of business scenarios: • Availability and/or scarce inventory: Who has the reserved items? Which customers have scheduled lines? Which customers have unscheduled lines? If desired. Reserve. those with the role of Scheduler only will not be allowed to open the Sales Order window from the Scheduling Organizer. From the Scheduling Organizer. you can perform scheduling actions on lines across orders. move gross margin to be one of the first three columns on the Scheduling Organizer. you will see a new window. but they have the same functionality available in previous releases. Line Information.

the scheduling activity occurs on all the lines of a set. quarter. By doing so. Calculating Available to Promise (ATP) Submitted by Anonymous on Sat. and so on. Scheduling Sets For scheduling functions other than Override ATP. and pick by prior reservation. All lines in a user created arrival set will have the same arrival date and ship to organization. If lines are in a ship set they will be scheduled from the same warehouse and will have the same requested ship date and ship to. They may not have the same Shipping Method. . you can impact bottom line for a month. User created ship sets. in a PTO model or a ship set you might ship a fragile part using one Shipping Method. Scheduling treats the following groups as scheduling sets. • Assemble to Order (ATO) Models • Ship Model Complete (SMC) Pick to Order (PTO) Models • Line Sets • Ship Sets • Arrival Sets Scheduling processes the lines of the set together and applies the rules required to honor the set. ATO models and SMC PTO models are all ship sets. 05/09/2009 . and a heavy part using another Shipping Method.Reserve the lines with the higher gross margins. For these line groups. Lines assigned to an Arrival Set within an order will be scheduled with the same requested arrival date and ship to. Order Management may perform the function on only one line or on that line and a group of related lines. For instance.13:04 Oracle Order Management enables you to advise your customers when items will be available based on current on-hand inventory plus the expected incoming supply and outgoing demand.

the order quantity. the order quantity unit of measure and the request date. The results for a single line are displayed in a single column in a small window. The results for multi-line ATP are displayed in a table . ATP may be calculated for a single line. In general the user will enter the item and order quantity on every order line. or a complete order. a group of lines.Calculating ATP requires as input the item. The request date and order quantity unit of measure may be defaulted or manually entered.

There are several steps required for ATP calculations. however. subinventory. You can define Sourcing Rules within Oracle Supply Chain Planning. showing the availability of the substitute item. or it might be a future date when the order quantity will be available • Error Message: Any error that occurred in calculating ATP. you cannot define Sourcing Rules. An additional tab. • Request Date Qty: The quantity that is available on the requested date • Available: The order quantity. whichwill be less than the order quantity. • Request Date: The date on the order line. It could be the request date if the order quantity is available on the request date. if ATP was successful.displayed for single items. For example. Define your item Sourcing Rules and any Assignment sets you wish to use. • Substitute Item: If the requested item is not available and the requested quantity for a defined substitute is available. if ATP was not successful. Ensure items and options you wish to perform ATP inquires against have the following items attributes properly set: Check ATP ATP Components This includes ATP flag within a Bills of Materials. Ensure that ATP rules have been defined and set. and the system will return the availability in all the selected warehouses. Clicking the Global Availability button located at the bottom of the Availability window opens the ATP window that has the list of warehouses where the item is enabled. ATP is calculated automatically during scheduling. • Available date: The date that the ordered quantity will be available. A multi-line window displays availability information for sets and models. 1. define simple sourcing information at either the item level and the organization levels. Sourcing Rules window. If you do not have Oracle Supply Chain Planning fully installed. if the warehouse on the order line was blank. the substitute item will be displayed. • Qty Reservable: The on-hand quantity minus the quantity that is already reserved to other sources of demand. You may. . • On-hand Qty: The quantity that is currently in the warehouse. You can select the warehouses for which you want to see the availability. and may be calculated manually by clicking Availability on the Line Items tab of the Sales Order window. is also displayed. the best warehouse as selected by the sourcing rules. or item level. 3. The available quantity. 2. if the Check ATP flag for the item is not selected then this field will display ATP not applicable.• Warehouse: Either the warehouse on the order line or. You can define ATP Rules and assign them as defaults at the organization.

03/30/2009 . Available to transact . Also. Define the Organizations and Application Instance Ids you will wish to collect source ATP data entities from. considering all the possible sources of supply and demand for an ATP calculation can be very complex.4. ATP Inquiries are performed against a common data store within an application instance. supply/demand is set up at the plan level. 5. Optionally. determine if you wish to enable item substitutions. The ATP calculation is then performed on the summary tables.Sum of unreserved and soft reserved items in inventory(items against which reservation and scheduling is done but pick confirm not) Available to transact . supply/demand is set up at the plan level. Therefore. The ATP rules must be associated with items and/or inventory organizations.Global Order Promising will only use the infinite time fence specified on the ATP rule.18:32 Total On hand . However. some customer service representatives will need to give this information to customers on the phone.Sum of unreserved and reserved items in inventory. Global Order Promising will only use the infinite time fence specified on the ATP rule. see the setup section of this document. ATP rules must be defined to determine the sources of supply and demand which are included in the calculation. If you are using ASCP.Only unreserved quantity Relationship Total On hand >= Available to transact >= Available to reserve . For details about setting up ATP rules and running the data collection program. This program is part of the Oracle Advanced Planning and Scheduling application. Item Onhand Submitted by Anonymous on Mon. If you are using ASCP. There is a requirement for ATP calculations to be very fast. If you are not using ASCP. a concurrent process known as data collection must be run to summarize the supply and demand picture. the data collection program must be run.

We 'll put a new SO line of qty 50 and 'll verify the quantities after scheduling . from where transactions can be done.For the item CM11062 Total Quantity 9582 Available to Transact 9579 Available to Reservable 9574 The difference between available to reserve and available to transact exists because some of the items might be present in a subinventory which is not reservable like stockfloor.

Available to transact and avialbe to reserve is reduced by 50 quantity. Total Quantity 9582 Available to Transact 9529 Available to Reservable -9524 .

.

02/04/2010 .23:33 .Cancellations in Order Management Submitted by Anonymous on Thu.

Instead. In addition. Order Import provides forms that allow you to query orders from the interface tables.Order Import Submitted by Anonymous on Thu. Order Import calls base Order Management APIs (specifically.16:50 Order Import is Order Management’s open interface for entering. Process Order API) to validate and insert or update. and re-initiate the import process. A concurrent program is provided which calls the APIs to initiate processing of the data. legacy systems. which is the same API used to validate and insert orders if you are keying them through the Sales Order window. and can be queried and corrected using the forms. Order Import has been implemented as a set of interface tables that must be loaded with the order or return data. Messages are provided to give you details of why the order did not import. make corrections or changes to that data. This design makes . EDI. Orders that fail to be imported are retained in the tables. Validation Order Import does not contain its own validation routines for the data. changing or canceling orders and returns. it calls the Process Orders API. and a set of APIs to process that data. or from internal systems such as internal orders created by Oracle Purchasing to fulfill internal requisitions. 12/17/2009 . Use Order Import to bring in orders from external systems.

If an order has any errors.for better maintainability. Correction Forms Order Management has a set of forms you can use to review and correct data that is in the Order Import tables. and any constraint violations are captured and can be reviewed using the Correction Forms and the Messaging Window. because it uses Process Order API. as any enhancements or bug fixes done to Process Orders will immediately affect importing orders too. then the entire order will be retained in the import tables. Order Import has a feature that allows you to run in validate only mode. They are called the Order Import Correction forms. They consist of a find screen followed by a series of forms where you can view and correct data. . to pre-screen the orders in a batch and correct all the errors before you run the import. Importing is an all-or-nothing process per order. They are accessible from the OM Menu under the Order Import menu item. The Process Orders API uses Processing Constraints to evaluate whether a requested change can be made to an order. Order Import. evaluates all Processing Constraints.

return lot/serial numbers. a party. change the ordered quantity to the new quantity you want to remain on the line.• There are forms to display order headers. pricing attributes. price adjustments. • Importing Customer Information Order Import can enter a new customer account with minimal data at the sold-to level on the order header. Null is equivalent to INSERT. or you can set the booked flag. you won’t know if it is good until you either validate or re-import. if all required data is present and valid in the interface tables. To cancel an order in its entirety. There is a column in each of the interface tables called OPERATION_CODE where you put INSERT. sales credits. You can load the actions interface table OE_ACTIONS_IFACE_ALL with a value of BOOK_ORDER in the OPERATION_CODE column to import orders in a booked status. The order or line will be deleted in the next run of Order Import. the order is still imported. Changes and Cancellations Input order changes and cancellations to existing orders via the Order Import open interface tables. but is left in the Entered state. you can set the Reject_Flag to Y on the Status Tab to indicate that you don’t want to continue processing it. • Most fields do not have any validation or list of values within the window. To cancel a line. See the section below on the Actions table for more information. you must specify an OPERATION_CODE of UPDATE. If the order fails booking validation. If that column is left null. Order Import then creates a new customer account and. Order Import creates the party as well as the customer account. bill-to level or deliver_to at the order header or order line. Booking Orders via Order Import Import orders and book them through Order Import. If you want to make changes. order lines. use an operation of UPDATE and then make the ordered quantity = 0. use an operation of UPDATE at the header. The new customer is assigned to the Default customer profile class. and then set the . or it can be used to purge off orders that may have resulted from duplicate runs of your feeder systems.This can be useful if an order it too difficult to correct via the forms. You can associate the new customer account with an existing party by providing the party (organization or person) number in the interface tables. The Messages Window can be used to see why the order failed booking or you can just attempt to Book using the Book button. You can enter a new customer account at the ship-to. • This allows you to fix it in the feeder system and re-import it. An add customer interface table accommodates this: when the table is loaded it indicates the intention is to create a new customer account the required fields are populated for the new account. There are two ways to indicate that you want the order to be booked. new customer and address records. • If you decide an order or line is in the import tables in error. • The forms have buttons to enable you to re-validate or re-import data that you have selected. To partially cancel. UPDATE or DELETE. and then errors will be displayed. so if you key over a field to correct it. which specifies various financial and credit checking information. payments. and the actions table.

You can let the system calculate the price. You indicate which you want to use by setting a value in CALCULATE_PRICE_FLAG in the lines interface table. the system will ignore any pricing values loaded into the price fields and will calculate the price using the pricing engine. by choosing an order type that supports return line types. Returns Import returns just like you import orders. or from other order entry systems you might be running. or you can populate the price fields in the lines interface table with the price you want to charge. you must populate unit list price. Pricing There are two ways to price orders being imported. If the calculate price flag is Y. If the calculate price flag is N. You can also import mixed orders – those are orders that have some outbound lines and also some inbound (return) lines. You might import returns or return lines from legacy systems. There is a separate interface table where you can import anticipated lot/serial numbers – this table is only used for return lines.CANCEL-FLAG to Y. and any price adjustments in the interface tables to account for the difference between list and net. . The path that the line follows is determined by the workflow attached to the line type. unit net price. All order changes and cancellations are subject to the Processing Constraints you defined. and also populate the price-adjustment interface tables with price adjustments that result in that net price.

■ Select the Release Sequence Rule to control the order in which picking lines are allocated to inventory. 01/05/2009 . trip stops. ■ Schedule pick-ups and drop-offs. ■ Auto-create a trip and close stops.Shipping Execution Submitted by Anonymous on Mon.13:15 You can manage shipping information such as trips. back ordered quantities. . In addition. Ship Confirm ■ Assign delivery lines to trips and deliveries. deliveries. Trip and Delivery Planning ■ Create a trip or delivery. ■ Assign delivery lines to a delivery or a container. and freight costs in the Shipping Transactions form. delivery lines. ■ Enter or validate shipped quantities. ■ Ship confirm or back order a delivery. and inventory control information for delivery lines (after pick release). staged quantities. you can complete the following shipping tasks: Pick Release ■ Release eligible delivery lines based on defined picking criteria. containers.

During the process of reservation in scheduling a demand line is created and can be seen in reservation form. If the auto pick confirm process is set to yes then pick release process also does the transact move order . If auto allocate and auto pick confirm both are set to NO then pick release does nothing except creating the move order.12:39 The pick release process creates move orders which are pre-approved requests for sub inventory transfers to bring material from its source locations in the warehouse (stores/fg sub inventory) to a staging sub inventory.• Pick Release  Create Delivery • Managing Packing/Containers/LPNs  Overview of Trips  Ship Confirm  Fulfillment Activity  Change Orders in Oracle Shipping Execution Pick Release Submitted by Anonymous on Tue. During pick release allocation/detailing the system populates the subinvenory and locator if applicable. If the auto allocate is set to yes in release rule with the ware house and sub inventory name then pick process also does a reservation of the item in the pick from sub inventory. 01/06/2009 . 1. At thaat point of time the system only does the reservation with type Inventory and w/o specifying the subinventory and locator.

Pick slip report contains the SO (line. You can run one or more releases and customize release criteria to meet your requirements. ■ Pick Slip Grouping Rules to determine how released move order lines are grouped onto pick slips. If there is not sufficient onhand then a move order is created for the available onahand and the delivery line splits in SE form. ■ Release Sequence Rules to specify the order in which eligible delivery lines are allocated during pick release.and at the end of pick release process the material moves automatically to the staging sub inventory. In this case the delivery line status in SE changes from ready to release to staged/pick confirmed but if either of the auto allocate/auto pick confirm is set to NO. A custmozied bill of lading & packing slip can be generated after this if required. 2. You can define: ■ Release Rules to specify your picking criteria and set the default Release Rule through Shipping Parameters Pick Release tab. If there is no onhand then the order is back ordered and no move order is created. Pick Slips can be created after the detailing process completes. and the quantity and source can be manually verified at pick confirm. then the status changes to released to ware house and the user needs to manually transact the move order created by the pick release process. Mover Order. Delivery and Trip numbers. quantity. 3. ship set). . 4. item.

Inventory ignores that criterion. if you choose None for Revision.Picking Rules Move orders will use the picking rules set up in Oracle Inventory to locate the material required to fulfill the move order line. lots. If you choose None for any of the criteria fields. which uses the information you enter in the Picking Rules window to generate pick lists for sales orders. Together with item-sub inventory defaults (required if the staging sub inventory is locator controlled). Inventory picks units of an item without regard to revision levels. Inventory looks at the options (except for None options) for each criterion in the order in which they appear beneath each criterion. Oracle Inventory looks at the picking criteria in the order in which they appear in the Picking Rules window. For example. Then. When you define an item you choose a picking rule to determine the order in which revisions. and locators are picked for sales orders. . The process where the Picking Engine generates these transaction line suggestions is called allocating. subinventories. Oracle Shipping Execution submits requests to Oracle Inventory. the picking rules suggest the staging transfer transaction lines with appropriate source information that will be required to obtain enough material in the staging location for the delivery.

Each batch created at pick release will have the same destination staging sub inventory. an error or warning message will be generated. The default staging sub inventory and locator to be used for all pick wave move orders are specified through Oracle Shipping Execution’s Shipping Parameters window. When a delivery is created violating the constraint. Staging Locations The destination sub inventory for a pick wave move order is the staging location into which the picked material should be deposited. and customers. compatibility constraints can be used in the shipping process up through ship confirmation. For example. . facilities. Staging sub inventories should be reservable. carriers.Note: If you utilize Oracle Transportation. Each organization should designate at least one staging sub inventory. Compatibility Constraints enable you to define a variety of transportation related restrictions related to items (goods for shipment). whether a warning or error should display. To model different staging lanes within the staging area. facilities may choose to either create different sub inventories or designate staging lane locators within one staging sub inventory. You determine the severity of the constraint violation. This location can be changed at pick release. modes of transport. you can define an item-carrier compatibility constraint stating that designated carriers cannot transport specific inventory items. these restrictions are used by the application to warn or prevent further order processing if the defined undesirable condition is encountered. organizations. Then.

Pick. the Auto Pick Confirm parameter on the shipping tab of the Pick Release form will be set to No.Pick Release from shippng transaction form All the pick release setups can be done so that users can easily do pick release form shipping transaction form. Notes: Do not check the Pick Confirmation Required box in the Organization Parameters window. To change this you would navigate to Setup -> Shipping -> Organization Parameters->'ATP. the system picks up the auto –allocate and create delivery set up from shipping parameter. If the Pick Confirmation Required box in the Organization Parameters window is not enabled then the system would also does the auto-transaction. once you do a pick cofirm system fires below requests • Pick Selection List Generation • Pick Slip Report • Shipping Exceptions Report When pick release is done from shipping transaction form. If you check this box. and ItemSourcing tab • Defining Release Rules  Release Sequence Rules  Pick Slip Grouping Rules  Configuring Picking Process Defining Release Rules .

03/27/2009 .11:43 . For example. When pick release is run.Submitted by Anonymous on Fri. 01/08/2009 .22:39 You can create default pick release rules that are applied at pick release in the Release Sales Orders window. you can create a specific rule that pick releases only backordered lines. creating a rule is more efficient if you frequently run the same pick release. Note: Although you can also enter the pick release criteria at pick release time without creating a rule. Each rule can be set up with its own set of unique pick release parameters depending on the pick release criteria required. Release Sequence Rules Submitted by Anonymous on Thu. Also. the pick release is performed based on the parameters set up in the selected pick release rule. note that it is required when releasing using SRS or when using the Auto Pick Pack and Ship features.

If the Descending button is selected. You can also define whether you want the picking lines released in ascending or descending order. the picking lines are released by . You can release the picking lines by: ■ Order number ■ Outstanding Invoice Value ■ Scheduled Date ■ Departure Date ■ Shipment Priority You can assign a priority level to one or more attributes with 1 being the highest priority and 5 being the lowest. and so on. then Order 2. Release sequence rules are given on "release sales order for picking" form and can be defaulted from release rule tab in shipping parameter or from the release rule it self. Notes: While its not mandatory to provide the sales order number/delivery/trip while doing the pick release. The release sequence rule determines the priority given to selected lines while doing pick release. if you select the Ascending button for Order. Order 3.You can define release sequence rules to specify the order in which eligible picking lines are allocated to Inventory during pick release. its always advisible to do so to restrict the number of lines seleceted during pick release. For example. picking lines are released by ascending order number--Order 1 is released first.

and Order 1. then Order 3.12:42 . Order 2. Pick Slip Grouping Rules Submitted by Anonymous on Thu. 01/08/2009 .descending Order number from highest to lowest--Order 4 is released first.

If there are multiple deliveries. You can also define your grouping criteria further by selecting additional grouping attributes. if you select Delivery as a grouping criteria. For example.22:57 .You can create grouping rules to organize how picking lines for released sales orders are grouped on to pick slips. Configuring Picking Process Submitted by Anonymous on Tue. if you select Delivery and Carrier as grouping criteria. multiple pick slips are created. 01/06/2009 . picking lines for the same delivery and carrier are grouped together on a pick slip. For example. all picking lines for the same delivery are grouped together on a pick slip.

. One move order line is generated for each order line included in the picking batch. but suggestions are not created during pick release. but they will not be detailed with subinventory and stock locator to pick from. That move order line includes the item. they have a status of Released to Warehouse. Autoallocate should be Yes and Auto-pick-confirm can be set to any. Once the lines are allocated. so if you pick release across multiple organizations. For non-reservable items. The reservation is a soft reservation and from the transact move order form we can back order the move order line and the quantity would be available for reservation again. One order is created per pick release batch per organization. Pick Release 2. You can choose to do this immediately after the move order lines are created or to postpone this step until a later point in time. The allocation process for a pick wave move order line also creates a high level (organization level) reservation for the item(s) if no previous reservations exist for them. Detail Line Allocation (Detailing) To release the move order lines created at Pick Release to the warehouse and to print pick slips. Move Order Line Allocation (detailing) 3. and pick confirm will not run for the item. You can print pick slips.You can determine the number of pick release steps the system will prompt to move material from pick release to ship confirmation. allocation and pick release run. the lines must be allocated. however they will list the item and quantity to be picked. quantity. These steps are: 1. one move order is generated in each facility. the staging location (the destination sub inventory and locator) and a source sub inventory and locator if one was specified on the sales order line or on the Release Sales Orders window. Move Order Line Pick Confirmation Pick Release Oracle Shipping Execution’s Pick Release process creates move orders.

This default can be overridden at each Pick Release through the Release Sales Orders window. Detailing the order lines immediately after they are created is called auto-detailing. Pick Confirmation automatically transfers the high level reservation to a allocated reservation (including lots. Inventory updates Shipping Execution with the results of the pick confirm: ■ Pick Confirmed quantity is assigned a status of Staged/Pick Confirmed. ■ Unconfirmed quantity is assigned a status of Backordered. Pick Confirmation The move order line details must be transacted (in Inventory) to confirm the material drop-off in staging. sub inventory and locators) in the staging location. Pick confirmation executes the sub inventory transfer that systematically moves the material from its source location in the warehouse to the staging location. Pick Confirm always follows the . You can set up a default detailing mode in the Shipping Parameters window. Postponing the detailing process is referred to as manual-detail.Postponing the detailing process might be employed by organizations that pick release across multiple warehouses but prefer to enable each warehouse to determine when to release their order lines to the floor. Pick confirmation follows the allocation and reservation process automatically if both the Auto Allocate and Auto Pick Confirm options are selected in the Release Rules window.

detailing and reservation process. it is not possible to Auto Pick Confirm. If Auto Allocate is not chosen. .

However. . If a delivery is autocreated. 1. you can include items from different sales orders as well as back orders. In a delivery. You can either manually or automatically group delivery lines to create a delivery.Create Delivery A delivery consists of set delivery lines that are scheduled to be shipped to a customer's ship-to location on a specific date and time. additional grouping criteria can be included.1 In operating unit level we can control the auto create delivery in shipping parameter. the delivery lines are grouped together by the mandatory default criteria. ship-from location and ship-to location.

1 Delivery parameters enable you to define how to group delivery lines for a delivery. the delivery's corresponding field cannot be updated if . You can select more than one grouping attribute to refine your grouping criteria further: for example. delivery lines with the same customer and carrier criteria are grouped into deliveries. deliveries for Customer B are grouped into Delivery B. For example. The mandatory default attributes are Ship From Location and Ship To Location. however.1. we can manually create the delivery number in shipping transaction form.3. deliveries for Customer A are grouped into Delivery A. if the grouping attribute Customer is selected.2. Deliveries can be automatically created during the process of pick release by enabling autocreate delivery in pick release form. 2. the delivery lines are grouped into deliveries by customer: for example. If each optional grouping attribute is checked. you can select additional optional grouping parameters that include: • Customer • Freight Terms • FOB Code • Intermediate Ship To location • Ship Method The delivery attributes determine how delivery lines are grouped into deliveries when auto-creating deliveries. if you select Customer and Ship Method as grouping criteria. 1.

Do not change these options if you have deliveries that are not ship confirmed. This ensures that the delivery lines' grouping criteria is not broken by a different attribute value: for example. Optionally. The Appending Limit enables you to indicate the point at which you want to stop the system from adding lines to a delivery (the point that ends the ability to merge deliveries). You must set the Appending Limit to a value other than Do Not Append in order to use the Append Deliveries option within Release Rules and the Process Deliveries SRS. For example. Select an Appending Limit.delivery lines are assigned to the delivery. select a Autocreate Delivery Criteria if you enabled the Autocreate Delivery option on the Pick Release tab. All selected delivery lines that match on the Delivery Grouping Attributes are eligible to appear on one delivery. • Select Within An Order to autocreate deliveries whose lines all belong to the same sales order and match on the Delivery Grouping Attributes. The Appending Limits include: . you can unselect Ship Method. • Select Across Orders to autocreate deliveries across orders. If each optional grouping attribute is unchecked. its field in the delivery record can be updated until the ship confirm stage. if someone tries to select a different ship method. if you want to change the Ship Method in the delivery and do not need to enforce it as a grouping attribute.

volume. This is useful if you want to create multiple containers of the same type then pack them with unassigned delivery lines. You can pack multiple containers with multiple lines using one of the following packing methods: ■ Auto-packing ■ Manual packing ■ Packing Workbench • • Equal packing: splits the delivery lines equally between the selected LPNs. containers can be automatically packed using the container-item relationships set up in the Container-Item Relationships window. Sequential packing: fully packs one container at a time to its capacity (weight. you can create and manage containers (LPNs) at any point in the shipping process. . (Note: LPN is an acronym for License Plate Number.• Do Not Append • Start of Staging • End of Staging • Start of Packing (Oracle WMS enabled organizations only) • Start of Shipping (Oracle WMS enabled organizations only) Managing Packing/Containers/LPNs Submitted by Anonymous on Mon. You can create containers without assigning them to a delivery. so containers are also called LPNs in Oracle Shipping Execution. or quantity) before packing the next selected container. 01/12/2009 .) Customer Items can be associated with containers within Oracle Inventory. the container associated with the Customer Item in Oracle Inventory is used as the default container. When the Customer Item is packed. A packing container has a license plate number for unit identification and reporting capability. If you are using the Auto-packing feature.16:25 In the Shipping Transactions form.You cannot use this method with delivery lines of serial controlled items. This association is used when packing the Customer Item into a container in Oracle Shipping Execution.

1. then auto-pack will look at Container-Load Relationships set up for the item and the Detail Container. Auto-packing Delivery Lines into Containers Auto-packing provides a convenient and quick way of automatically packing delivery lines into containers (LPNs). ■ If you select Auto-pack Master. If multiple container-item relationships exist for the same item. the second line is packed into the second container. The delivery lines are packed into LPNs based on the container-item relationship set up in Oracle Shipping Execution or in Oracle Inventory (defined as a customer item) and the setting of the Shipping parameter Percent Fill Basis must be set to Quantity. then only the detail LPNs are created and packed. If you run Auto-pack Master. Using the Auto-pack Master Option ■ If you select Auto-pack. the delivery lines are packed into the detail container. a delivery line with a quantity of 12 of Item A has a container-load relationship set up so that 6 of Item A fits into Container A and 2 of Container A fits into Container B (the percent fill basis is set to quantity). Auto-packing can also be performed for those items in Oracle Inventory that are defined as Customer Items. Container type setups are done in inventory -> Setups ->Item ->Container . ■ The Auto-pack Master option is available from the Actions menu in the Lines/LPNs tab in the Shipping Transactions form. the first line is packed into the first container. the Preferred setting in the Container-Item Relationships window indicates the default container-item relationship used for that item. the line is split into 2 lines of 6. and the detail containers are packed into the parent/master container in one action: For example. If Percent Fill Basis is set to Quantity. and the two detail LPNs (2 Container As) are packed into Container B. It is also available at the delivery level 1. The container-item relationship defines the container that is used for packing the delivery lines.

. Crate a container Item in item master.2.

Shipping > Setup > Container Load Details > Organizations > [OK] .3.

Auto pack it .4.

Assign LPN to lines/deliveries .2. Manual packing Delivery Lines into Containers It involves two steps i. Creating an LPN ii.

Packing Work Bench Lines into Containers • Container setups and process .3.

2. On the shipping transactions form. 06/30/2009 . Parent LPN. Item Status: active Under Pysical Attributes Weight UOM: Pounds. UnitWeight: 1. Parent LPN should be the one you selected above and Master LPN could be Null or the same value as above . Master LPN. Name Prefix. Creating LPNs On the shipping transaction form Actions: Select Create LPNs and Click on Go button In the LPN form enter Inventory Organization short name. Base Number and Click on Ok. Container Flag: Checked. Create containers Items -> Master Items Coose the Inventory Organization Under Main tab. Primary UOM: Each. Minimum Fill Percent: 50 under Order Management tab Shippable flag: Checked Assign it to the inv organization. Maximum Load Weight: 2. Maximum Quantiyt.18:06 Setups 1. Load Item. click on Details button Check values for Line. Define a Ship-Container Load Relationship OM Responsibility: Shipping -> Setup -> Container Load Details Container Item. Delivery. Container Type: Choose a value from the LOV.1 Manual Packing Delivery Select Order line 1 Actions: Select Pack option and Click on Go button Select the created container from the LOV. UnitWeight: 1. Internal Volume: 2. Voulme UOM: Cubic Foot. 2. for the line 1.Container setups and process Submitted by Anonymous on Tue. Check the LPNs names created and Close the form. Preferred Flag Process Flow 1.

for each one of the LPNs. Parent LPN & Master LPN. Parent LPN should be the one genreated by the system and Master LPN could be Null or the same value as above Click on Done button 2.Click on Done button 2.2 Auto-pack Delivery 2 Select Order line 2 Actions: Select Auto-Pack option and Click on Go button Click on Details button Check values for Line. it should be also one line under content. Check Item Name and Quantity . Delivery. Packing mode : Choose Full option Check Item Total values at the left of the screen Click on Pack button Actions: Select Packing workbench again and Click on Go Under LPNs tab Select each of the LPNs selected above Check the Context section under same tab.3 Full Manual Packing Delivery line 3 Select Order line 3 Select (using CTRL-Click) couple of small LPNs not assigned yet Actions: Packing Workbench Click on Go button Under LPNs tab check pack column for all selected lines Check Available Capacity Change to Lines tab Check Pack column only for line of delivery 3.

if you have two stops. 01/12/2009 . 2. For example. and you remove one. 4. You can perform the following tasks with trips: ■ Create a trip ■ Plan a trip ■ Unplan a trip ■ Assign freight costs to a trip ■ Print a document set for a trip ■ Calculate weight and volume for a trip stop ■ Ship confirm a trip Creating a Trip You can create trips automatically or manually. Trip stops are displayed in sequence on the Stops tab within the Shipping Transactions form once you have queried your trip. A trip is carrier specific and contains at least two stops such as a stop to pick up goods and another stop to drop off goods. . each with an arrival and departure date and time. The Stop sequence will not resequence if a stop is removed. and may include intermediate stops. Trips can be created automatically or manually. the remaining stops will stay in the same sequence as they were originally. 3.14:32 A trip is an instance of a specific freight carrier departing from a particular location containing deliveries.Overview of Trips Submitted by Anonymous on Mon. A trip can contain more than one delivery. 1.

Automatic Trips are required for all deliveries and can be created automatically as part of Ship Confirmation transparent to the user for those not interested. If your shipping process does not require advanced planning. and auto-create a trip and related trip stops. ■ Auto-creating a trip for containers and lines: You can find the lines and containers you want to ship and auto-create a trip which creates a trip. you may prefer to automatically create trips: ■ Auto-creating a trip for a delivery: You can find the delivery you want to ship. you can manually assign stops. For example. Manual You can manually create a trip and later assign delivery lines or find the delivery lines and create a trip. and trip stops. you can manually set up a trip ahead of time and then assign delivery lines. deliveries. and delivery lines to that trip. . related deliveries. for a regular trip scheduled to depart every Friday. When you manually create a trip.

vechile org code and ship method. delivery. you first must set the status of the trip to Unfirmed before making the changes. For example. you can still update trip details. However. and delivery line information. If the trip status is Firm Routing. . Firming a Trip Once deliveries and delivery lines have been assigned to a trip. Once the trip is saved the stops tab in the form gets enabled and stops can be enter over there. navigate to shipping transaction query manager form and enter the Trip Name.To manually create trip. you can add delivery lines and make changes to the delivery. ■ Firm Routing and Contents: Prevents trip stops from being added. to add or remove trip stops. you can set the status of the trip to one of the following: ■ Firm Routing: Prevents trip stops from being added. or removed for the selected trip. or removed for the selected trip and prevents contents from being added or removed.

and receiver Unfirming a Trip When a trip is in Firm Routing or Firm Routing and Contents status. For example. Shipping Execution: ■ Sets the status of all deliveries in the trip to Open. the existing trip stops can be removed or new trip stops can be added. and fill percentage do not exceed their maximum number of containers in the delivery ■ Validates that the minimum fill percentage is met ■ Validates the planned arrival date and planned departure trip dates are not in the past ■ Validates pick-up and drop-off dates and times with the Transportation Calendar for the shipper. override the suggested freight costs. you can remove or rescreen existing trip stops or add new stops. remove. When the trip is in Not Firm status. ■ Sets the status of the trip to Open Assigning Freight Costs to a Trip You can assign freight costs to a specific trip. volume. you cannot add. a stop. When you unfirm a trip. or update existing freight costs. or a container. or re sequence trip stops unless you first Unfirm the trip. if you leave the trip Not Firm. After the changes are done. a delivery detail. the trip can be Firmed to prevent the trip stop settings from being changed. a delivery leg. However.When you firm a trip. Shipping Execution performs the following: ■ Validates that the sequence numbers between the deliveries of the trip are unique for containers within the deliveries ■ Validates that the weight. carrier. . A freight cost can also be assigned to a delivery. if you wanted to add additional costs to a particular vehicle that is used in the trip to deliver goods.

or if you have added a Print Document Set button. and pack slip information. These document sets can include pick release documents. 2. From the Actions menu. all shipping documents.Printing a Document Set for a Trip You can print a group of shipping documents and other reports in a set. . Navigate to the Query Manager window. click it. select Print Document Set. and find the trip. To print a document set for a trip: 1.

Progresses the shipment line to an “Interfaced” status and sets the trip to “In-Transit” or “Closed” depending on whether you elected to close the trip. After ITS run the SO line status changes to shipped and after workflow back ground completes it goes to Fullfill and finally to AR interface Ship Confirm A Delivery Ship Confirm is the process of recording that items have shipped. For example. Typically. Once you do SHIP CONFIRM. 01/12/2009 . Packing Slip Report 3. The prerequisites are • Delivery lines must be released. Shipping Execution confirms that the delivery lines associated with the delivery have shipped. 1. When you ship confirm a delivery. When you ship confirm a delivery. Progresses the order line to “Shipped” status so that it can progress to the next workflow activity. 2. Then four concurrent program will run in the background . Unspecified Quantities Ship option is selected at ship confirm. Bill of Lading 4. This saves you from manually entering each item as fully shipped. . the shipped amounts are automatically processed so that each delivery line with a missing shipped quantity value is recorded as fully shipped.e. iii. • At least one delivery line must be assigned to the delivery. • Delivery must be open.11:12 Ship confirm is the process of confirming that items have shipped. You use the Confirm Delivery window to manually select or deselect ship confirm options. Shipping Execution confirms that the delivery lines associated with the delivery have shipped. defer interface is not enabled in ship confirm form) then ITS runs after the ship confirm and it does the above 4 activites but if you enable defer interface then ITS wont be automatically fired after ship confirm and the sales order line remains in picked status. when the Ship Entered Quantities. Commercial Invoice If you dont defer interface (i. the process accomplishes three main objectives: i. ii. Deducts on-hand quantity and debits Cost of Goods Sold. INTERFACE TRIP Stop The “Interface Trip Stop” process is executed either real time or later as a concurrent request.Ship Confirm Submitted by Anonymous on Mon. The options in the Confirm Delivery window provide flexibility for automating many tasks associated with processing deliveries with many delivery lines.

Unspecified Quantities Stage: Leaves the unspecified delivery line quantity as staged and removes it from the delivery. For example. 1. Unspecified Quantities Backorder: Ship confirms the quantity of items specified in the Shipped Quantity field and treats blank quantities as full backorders (backorder quantity = requested quantity). select Ship Confirm to display the Confirm Delivery window. From the Actions menu. -Ship Entered Quantities. if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values). if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values). -Ship Entered Quantities. Unspecified Quantities Ship: Ship confirms the quantity of items specified in the Shipped Quantity field and treats blank values as full quantity (shipped quantity = requested quantity). the full quantity (10) remains in the Stage Quantity field and the line is no . and find the delivery. if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values entered). In the Ship Options region. the full quantity (10) is shipped and displays in the Shipped Quantity field. select one of the following ship confirm options: -Ship Entered Quantities. For example.The delivery displays in the Shipping Transactions window.To ship confirm a delivery Navigate to the Query Manager window. the full quantity (10) is backordered and displays in the Backordered Quantity field. For example.

2. if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values). Unspecified Quantities Cycle Count: Ship confirms the quantity of items specified in the Shipped Quantity field. -Ship All: Ship confirms the entire quantity regardless of what was entered in the Shipped Quantity field (shipped quantity = requested quantity). all staged delivery lines are grouped together in a new delivery. You can also transfer delivery quantities to cycle count prior to ship confirm by using the Shipping Transactions form. Note: If a non-zero Stage Quantity exists on a line.longer associated with a delivery. -Backorder All: Backorders the entire quantity irrespective of what was entered (shipped quantity = 0. if the Requested Quantity is 10 and the Shipped Quantity field is 5. If Allow Future Ship Date in the Shipping Parameters form. is cleared. Sets status of delivery to In-transit and initiates Order Management (OM) and Inventory interfaces. Cycle Count action. Close Trip: Creates a trip and stops for the delivery. backorder quantity = requested quantity). This allows you to specify the stop departure date which also updates Inventory. For example. all stops. it is split from the line and unassigned from the delivery. select or update the ship method and the actual departure date. backorder quantity = requested quantity)and transfers the backorder reservation to cycle counting. and the delivery. You can enter a future Actual Departure Date. The simplest way to ship confirm one or more deliveries is to enable the Set Delivery in-Transit and Close Trip fields in the Confirm Delivery window: Set Delivery In-transit: Creates a trip and stops for the delivery. if you want all staged delivery lines grouped together in a new delivery. treats blank quantities as full backorders (backorder quantity = requested quantity). the full quantity (10) is backordered and transferred to cycle counting. and transfers the backorder reservation to cycle counting. Enable the Create Delivery for Staged Quantities box (default setting). but leaves second stop open. 3. Closes trip. For example. If Allow Future Ship Date is selected. the full requested quantity is shipped (10) and displays in the Shipped Quantity field. Enable the Create Bill of Lading box if you want to create a Bill of Lading. do not do so as you receive an error. In the Auto-create Trip Options region. choose the Go button to ship confirm and save your work. If the Create Delivery for Staged Quantities is enabled. -Cycle Count All: Backorders the entire quantity irrespective of what was entered (shipped quantity = 0. You can also transfer delivery quantities to cycle count prior to ship confirm by using the Shipping Transactions form. Shipping Transactions tabbed region. Closes the first stop of the delivery.This generates a Bill of Lading . -Ship Entered Quantities. you recieve a warning and the Inventory Interface concurrent process does not process the transaction until the actual departure date. If you do not want to create a trip for the delivery. Cycle Count action.

A trip and related stops are created for the delivery. -If you enable the Defer Interface box and run Ship Confirm. Save your work. 4. Select the document set you want printed for the delivery and choose the OK button. a request is not automatically submitted to interface the trip stops. Choose one of the following -If you disable the Defer Interface box and run Ship Confirm. inventory gets decremented and the order line is updated with the shipped quantity.number and prints it if it is part of a document set. . you need to run the Interface Trip Stop-SRS concurrent request to update the Inventory and the Order Line status. When the Defer Interface box is enabled.

• For a return line the fulfillment method activity is the receiving activity. The lines in the fulfillment set will wait at the fulfillment activity until all the lines in the set have reached the activity. and the line proceeds to the close line activity. the activity checks to see if the fulfillment method activity (for example. The fulfillment activity must be between the fulfillment method activity and the invoice interface activity in the respective workflows. the invoice interface activity is complete. How It Works The fulfillment activity is a seeded workflow activity named FULFILL. Order Management provides the functionality required to recognize fulfillment of an order line. This gate is known as the fulfillment activity. When a line workflow reaches the fulfillment activity. The functionality is also designed to allow you the flexibility to define other activities as fulfillment methods so that you can model your unique business processes. note that the invoice is not actually generated until the Autoinvoice program in Receivables has been run. drop ship and return lines. The invoice interface activity places the information from the sales order line into the Receivables Interface tables. It allows you to prevent invoicing of lines within a fulfillment set until all lines are ready for invoicing. . The invoice will then be viewable in the Sales Order window. Lines that are not in a fulfillment set simply pass through the activity. The fulfillment feature is primarily designed to allow the grouping of related lines and to keep any lines in the group from being invoiced until all lines have been fulfilled. shipping or receiving) completed successfully. Lines in a fulfillment set will wait until all lines in the set have been fulfilled to proceed through the gate. You may find additional uses for the fulfillment functionality in your business. However. Order Management's fulfillment functionality provides a simple way to synchronize line workflows for multiple order lines. There are two activities which are considered fulfillment method activities (workflow attribute) in seeded Order Management workflows.16:58 The fulfillment activity acts as a synchronization point for all lines on the order that are in a fulfillment set. Overview To fulfill an order line in Oracle Order Management means to satisfy the requirements for completion. Order Management allows you to group lines into a fulfillment set and to establish a gate activity in your workflow process. a Background Workflow Process processes the order line(s) to the Invoice Interface activity. When the information is written to the tables. Seeded workflow processes and activities can be used to provide baseline functionality for sales order. Once the Fulfillment activity completes. 03/26/2009 .Fulfillment Activity Submitted by Anonymous on Thu. • For a standard shippable line the fulfillment method activity is the shipping activity. and to cause some order lines to wait until other related order lines have been fulfilled before processing can continue. This activity is the synchronization point between the lines of a fulfillment set. You may define any activity as the fulfillment method activity in a workflow process.

The fulfillment process then performs a check to verify if the line is part of a fulfillment set: • If the line is not part of a fulfillment set. If all lines within the set are fulfilled. Setup No setup is required to use the fulfillment functionality with the seeded workflows. and the order line fulfilled Order Management Processes 5-5 flag is set to Yes. then the order line completes the Fulfillment activity and continues with the next activity within its order line workflow process. If you create your own workflows.If the line completed successfully. . This will provide two benefits: Update the fulfilled quantity for the lines and enable you to use fulfillment sets. include the fulfillment activity before invoicing in each process. the fulfilled quantity for the order line will be updated with the shipped or received quantity. • If the line is part of a fulfillment set. the fulfillment process performs an additional check to verify if remaining lines within the set have been fulfilled: If any lines within the set are not fulfilled. the order line completes the fulfillment activity for all the lines within the fulfillment set. the order line will wait at the fulfillment activity.

Only changes entered after the sales order lines are booked and interfaced with Shipping Execution are validated by the change logic in Shipping Execution. Inventory and Unschedule • ■ C: Change in Schedule Date • ■ D: Change in Ship Sets or Arrival Sets • ■ E: Change in Delivery Grouping Attributes . The change category letters correspond to Shipping Execution change logic as follows: • ■ A: Change in Quantity • ■ B: Change Organization. Prior to the Order Management Change Management design. changes to pickable orders were allowed as long as the orders were not booked or interfaced with Oracle Shipping Execution.00:19 In the course of business. The objective of the Line Change Management design is to allow most of the sales order changes up until the delivery lines are Staged or Ship Confirmed. Order Attribute changes propagate in Shipping Execution based on the Shipping Execution change logic. However. changes to the sales orders were limited. reschedule or cancel a sales order. 12/21/2009 .Change Orders in Oracle Shipping Execution Submitted by Anonymous on Mon. Changes are required when customers ask to change quantity or shipping information. The following table lists sales order line changes resulting from Order Management updates. The OM Change Management in Shipping design improves the synchronization of delivery lines and reservations with the order lines when they are changed. Customer Sales Representatives (CSR) enter sales order changes in Oracle Order Management (OM) or Oracle Project Contracts. once the orders were interfaced into Shipping and Pick Released.

For sales order lines interfaced from Order Management to Shipping. The WSH_INTERFACE holds. in any order.Import) ■ Split existing delivery lines (S . When a change is requested.Split) ■ Order Management changes request to Update Shipping Attributes (U . . The Shipping change validation logic is initiated for interface lines where the action flag value is set to U for Update. the attribute change category is evaluated to determine what type of validation and action is needed to successfully update the Shipping attributes. Order and Delivery Status Mapping The following table shows the correlation between Sales Orders in Order Management and the related Shipping Deliveries status. Changes to sales order lines not interfaced from Order Management to Shipping are not restricted by Shipping.Change Logic Before changes are considered.Update) Shipping scans all entries through WSH_INTERFACE to process Order Management entries in the proper order. changes are allowed based on attributes updates if the deliveries are not closed. No changes are allowed for Confirmed or Shipped deliveries if the interface between Shipping and Order Management has not run to update the sales orders. the 3 types of entries from Order Management interface API call: ■ Requests to Import lines and create matching deliveries (I . all line imports and line splits must be processed.

The distinct attribute changes that need validation are classified in the following categories: ■ Change in Quantity ■ Change Organization. Shipping Attribute Change Validation Logic The change validation logic is initiated for WSH_INTERFACE. distinct validations are applied to propagate the order changes to Shipping delivery lines.OM-WSH Interface to Import Attribute Changes Order Management initiates a change by passing updated sales order data to Shipping and setting the Interface Action flag to the Update value. (U) Based on the attributes changed. Existing and new inventory reservations are managed by Shipping as detailed in the following section. (S) ■ Shipping change validation determines what attributes have been changed. .Update_Shipping_Attributes lines where the Action Flag is set to U. and Unschedule ■ Change in Schedule Date ■ Change in Ship Sets or Arrival Sets ■ Change in Delivery Grouping Attributes Changes to other attributes are propagated if the delivery status is not Shipped or Staged/Pick Confirmed. Inventory. Shipping processes all interface data by: ■ Importing order lines to create delivery line details for newly inserted records. (I) ■ Processing Split request for existing delivery lines.

creates. Reservation management by Order Management and Shipping: ■ When an order is booked. the Order Management code creates reservations by calling Inventory APIs. If you choose to remove these constraints. Order Management provides constraints that can be customized during implementation. Instead. Shipping creates additional reservations so all picked inventory items can be tied to the reservation. • OM Constraints . it is recommended that you implement a two-step shipping process (Confirm/Close Delivery then Ship Confirm) or to always make sure the deliveries are ship confirmed as soon they are loaded or picked up by the carrier. If the system is not accurately updated in real-time. Inventory internal Applications Program Interfaces (APIs) are used to create. Shipping updates. or deletes reservations for changes originated in Order Management. ■ Overpicked quantities do not have existing reservations when orders are interfaced. it also synchronizes the Inventory reservation and splits and the move order line. As Shipping splits a delivery line. Split is allowed for delivery lines not ship confirmed. Order Management requests a delivery line split by setting the OMWSH interface API action flag to S for Split. update. ■ Order Management does not update reservations with changes after booking. changes may be allowed after the deliveries are far-gone. These APIs are called by Order Management and Shipping code to manage reservations and reservation splitting. existing Inventory reservations are managed in Shipping by calling Inventory APIs. These constraints are used to prevent sales order changes after the associated delivery lines have been pick confirmed in Shipping. The reservations tables are part of the Oracle Inventory product. ■ Delivery lines Released to Warehouse are reset to Ready to Release and their move order lines are canceled ■ Reservations are split ■ Both proportional and non-proportional splits retain and split original serial numbers Setups There are no mandatory setups to enable the Change Management functionality. Delivery Line Split When an interfaced order line is split. or cancel reservations stored in the Inventory tables.Inventory Reservations Logic The Inventory reservation logic was redesigned so shipped quantities can always be matched with existing reservations during Inventory interface after Ship-confirmation. ■ After the order lines are interfaced in Shipping.

N: Setup > Rules > Security > Processing Constraints. Once the delivery lines have been pick confirmed/staged in Shipping Execution. The system supports flexibility of removing some or all the Order Management. In the Entity field.00:35 Order Management provides constraints at pick confirm for users who physically ship deliveries before confirming them in the system. this process can allow changes between the time items are shipped and the ship confirmation update in the system.OM Constraints Submitted by Anonymous on Mon. Order Line update is controlled for 22 different shipping attributes as shown in the following table: . query Oracle Order Management. By default these constraints are active to disable order line changes after pick confirm step. Order Management users are not allowed to change. query Order Line. In the Application field. Some users require changing order lines after the delivery is pick confirmed/staged and until the ship confirmation stage. 12/21/2009 . 2. List of OM Constraints at Pick Confirm The Order Management constraints control the following types of Order Line changes once deliveries are ship confirmed: ■ Update order line ■ Cancel order line ■ Delete order line ■ Split order line In turn. 3. cancel or split order lines. Navigate to the Processing Constraints window. Changing Defaults To access the Order Management constraints window follow these steps: 1. Without these constraints.Shipping constraints.

This message is returned when the update cannot be executed because the source order line is only partially eligible for a change. This message is returned if the update is rejected because the source line cannot be split due to a quantity conversion issue. This message is returned if the update cannot be executed because the source line is under Oracle Warehouse Management (WMS) control. The . Invalid Source Code Message: The Source code 'Source_code_name_string' is not recognized. This message is returned when a delivery line update was rejected because it was requested by a product other than Order Management. Update Cannot Split Quantities Message: The source line cannot be split because quantity conversion has an error. must be eligible for the change. For a change to be allowed all delivery lines.Exception Messages The following messages have been created to provide feedback to Order Management users when an order line change is rejected. Update Not Allowed Message: The update is not allowed because the source line is under WMS control. This exception happens when the result of a split would create a null or negative quantity. The order line is associated at least with a confirmed delivery line or has already been shipped. related to the source order line. Attribute Update Not Allowed Message: The update requested cannot be executed now because the source line has at least one delivery line that is in a confirmed delivery or has been shipped.

Other products cannot request Shipping changes. Please manually unassign the delivery line from container &CONTAINER_ID. .source code allowed is restricted to 'OE'.) The update was executed but may require an additional manual step to unassign the delivery line from the LPN. This packing exception message is returned when Order Management has changed at least one nonenforced Shipment attribute for a delivery line packed in an LPN (container. Invalid Packing Condition Caused by Shipment Attribute Change Message: One or more shipment attributes have been changed for delivery line &DETAIL. The message provides the delivery line detail and the LPN ID to manually unassign the delivery line from it.

Special Orders Submitted by Anonymous on Thu. 03/26/2009 .17:14 Following are some special kind of sales orders used in business and needs special attention • Drop shipments  Internal Orders  Back to Back Orders  Blanket Sales Agreements  Return Materials Authorization .

This will isolate the costs of drop shipped items from items you physically stock. the seller receives a sales order from the customer and sends a purchase order to the supplier. Drop shipments are done because of the following reasons Customer requires an item that is not normally stocked Customer requires a large quantity of the item which is not available with you It is more economical when the supplier ships directly to the customer In drop ship cycle. or delivering them. Required Set UP Warehouse Consider establishing a logical warehouse to receive drop shipments. If you want a line to be drop shipped. and enable the items you want to be drop shipped in that warehouse. stocking. In . The supplier ships directly to the customer.Drop shipments Submitted by Anonymous on Thu. for the source type attribute of the Order Line. but you can choose to do so. The seller receives an invoice from the supplier and sends an invoice to the customer. The seller buys a product and the supplier ships the product directly to the seller's customer. make the source type equal to External.13:15 Drop shipments is a method of fullfilling sales order by selling products without the order taker handling. In that case. based on conditions that make sense to your business process. Order Type/Line Type Define line type/order types for your drop shipment orders that have a workflow containing the Create Supply activity. Defaulting Rules Define defaulting rules. 01/15/2009 . Order Management does not require you to use a special shipping org for drop shipments. The seller receives an invoice from the supplier and sends an invoice to the customer. define the logical warehouse as a shipping org.

Approve the requisition to generate the Purchase Order. if you defined a special warehouse for drop shipped items. Defaulting Rules may set source type attribute to External. . or you can manually choose External source type. Then Purchasing's Requisition Import process creates the requisitions. 2. 3. you might want to create a defaulting rule to default that shipping org to your order line.addition. Drop Shipments are marked with the Source Type of External in Order Management and Supplier in Purchasing. The Purchase Release concurrent program or workflow in Order Management creates rows in the Requisition Import tables in Purchasing. Enter and book an order. Process Steps 1. Run Requisition Import in Purchasing to create the requisition.

When the vendor ships product to your customer. If the vendor does not send ASN. receipt can be entered manually (passive receiving). . However. shows what orders have changed. to indicate shipment to the customer. the changes are not automatically communicated to Purchasing.4. A report. Inbound and outbound material transactions are automatically created for accounting purposes. A drop ship order can be changed or canceled in Order Management after it has been sent to Oracle Purchasing but before receipt. Order Management workflow proceeds to next step. typically invoicing of the end customer. The receipt triggers automatic receipt of the line in Purchasing. These changes need to be manually updated in Purchasing and then communicated to the vendor. or even an invoice. Sales Order/Purchase Order Discrepancy Report. you may receive an ASN. Create a PO or autocreate a Blanket PO release from the approved requisition.

Go to View -> Find and enter Origin Type : Location Origin : M2. Shipping Network Setup Verify setup for inter organization Shipping Network between M2 and M1 .13:10 Transfer the material from M2(Seller(om)) to M1(Buyer/Customer/Destination(po)) 1. Item Setup Navigate to Inventory -> Items -> Master Items a. Apply the 'Purchased Item' template Internal Ordered Internal Orders Enabled Assignment in both orgs 2.Seattle .Go to Inventory -> Setup -> Organizations -> Inter-Location Transit Times .Boston Destination Type : Location Destination : M1. 01/15/2009 . Define Inter-Location Transit Times (optional for testflow) . 3. Navigate to Inventory -> Costs -> Item Costs Cost Element : Material Sub-Element : Material Basis : Item Rate or Amount : 23 Cost Type : Pending b.Internal Orders Submitted by Anonymous on Thu.Enter the Ship Method and Intransit Time such as : Ship Method : Airborne Intransit Time : 5 Default Method : check . c. b. Cost Set up (M2) a.Navigate to Inventory -> Setup -> Organizations -> Shipping Networks Transfer Type : Intransit FOB : Receipt Receipt Routing : Direct Internal Order Required : checked 4. Inventory -> Costs -> Standard Cost Update -> Update Costs Run the standard cost update and verify that a new line is added at item cost with frozen cost.

A new document category is attached with the above order type.5. Order Type : New_Internal_ordertype The internal sales order in OM will be created with this order type Order Source : Internal The internal sales order will be imported into OM with this order source New_Internal_ordertype should have Shipping source type as internal.Notice the Order Type and Order Source setup Process Steps . No Sales Credit in sales person. b. 6. c.Click on the Internal Requisitions tab . Create a location which can be used as the ship to location for customer M1 and enter this in ship to b. Verify the transaction type and order source (this is already done in Vision environment) a. Navigate to Purchasing -> Setup -> Organizations -> Purchasing Options (M2) . Org M1 needs to defined as a customer a. Attach a document sequence to it.

Run the Create Internal Sales Order concurrent program in Purchasing to load the Order Import tables. This can also be scheduled as part of your set up to run periodically to meet business needs. or manually choose Inventory source type. Enter Requisition in Oracle Purchasing of M2(buying/destination). It is possible to create an internal order in an operating unit different from that of the internal requisition. 3. 4.com/user-guide/purchasing-overview/internal-requisitions 1. 5. This can also be scheduled as part of your set up to run periodically to meet business needs. 6.oracleug. Be sure to run Order Import using a responsibility that corresponds to the operating unit in which the internal order needs to be created. After Order Import completes successfully. Sourcing Rules may set source type attribute to Inventory. Approve the Internal Requisition. Back to Back Orders . Run Order Import with Order Source = Internal in OM to create the Internal Order. book. 2.details @ http://www. Receive against the Internal Requisition. pick and ship the internal order.

Submitted by Anonymous on Tue, 04/21/2009 - 19:42

Often customers order products that you do not typically stock but that you do not manufacture either. You may want to purchase that item specifically for this order, have the supplier ship it to you, and then combine it with other items you may have purchased or stocked to create one shipment to the customer. This is a common scenario for Wholesale Distributors who use the S3, or Sell-Source-Ship business model as well as for other demand channels. We call this process back-to-back orders or procure-to-order. Supply-to-order items are either standard items or models that have the assemble-to-order item attribute turned on. It is this attribute that launches the ATO workflows that deliver this feature. PTO models by definition cannot be supply-to-order, since turning on the assemble-to-order attribute would make them an ATO model. But you can fulfill the shippable options of a PTO model with back-to-back orders by checking the assemble-to-order item attribute of those components. Setup To setup Back-to-Back Orders in Oracle Order Management: 1. Use the Inventory Master Items window to define the items that you wish to supply to order. The following item attributes must be specified:

1. Item must be marked as Customer Orderable on the Order Management tab and 2. Item must be marked as Purchasable on the Purchasing tab. 3. Item must be marked as Assemble-to-Order on the Order Management tab.
Note: The Assemble-to-Order attribute is actually called Replenish to Order in the database. The same flag also controls Procure-to-Order.

4. Item must be marked as Build in WIP on the WIP tab. 5. Item must either have the make/buy flag on the General Planning tab set to Buy, or else have a
sourcing rule saying that it is to be sourced from a vendor. 2. If you define a Sourcing Rule for your Supply-to-Order items, then the sourcing rule must be of type Buy From. Also, you may only define one single sourcing rule for your item, or this process will not work. You must add this sourcing rule to the assignment set which is specified as the MRP default assignment set in the MRP: Default Sourcing Assignment Set profile option. Note: You may not have a combination of Buy From and Make sourcing rules or more than one sourcing rule in the assignment set for the same item. If you do that, Auto Create Requisition errors out and puts details about the problem in the log file. Process flow of B2B Sales Order Process 1. Enter the item on the Sales Order line. When the line is Booked/Scheduled, the Create Supply subprocess of the workflow will put the lines through

the Buy ATO Item flow which contains the autocreate purchase requisition activity. AutoCreate Requisition can be run as a concurrent program or can be initiated for an individual order by using the Progress Order action on the sales order if it is in status Create Supply Line – Eligible. As stated above, AutoCreate Requisition takes information from the Sales Order line and loads the Requisition Import interface tables. 2. Requisition Import must be run to create the purchase requisition tied to the sales order line. This can be done by manually submitting the Requisition Import concurrent program, or you can schedule it to run automatically. Requisitions created by this process all have an interface source type of CTO so you can identify and segregate these requisitions as needed. There are also message dictionary entries for CTO Note to Receiver that can be populated with custom text. The requisition column Note to Buyer is populated by the AutoCreate Requisition process with a message Supply for sales order: <order number> that indicates the order number of the line. Add additional custom text to the note by editing the message dictionary for CTO Note to Buyer. Sales Order Line Status The following line statuses help you track where the line is in the process: PO Req Requested PO Req Created PO Created PO Received If you want to see the Requisition number or Purchase Order number created by your Sales Order line, you must go to the Reservations Details window to find that information. Purchasing Process Once the purchase requisition is created and identified as CTO, the regular purchasing process takes place: 1. A Purchase Order is created and approved and sent to the necessary supplier, or a release of a previously created Sales Agreement is used. 2. Once the PO or release is received, the items are recorded in inventory and a reservation is automatically made to the sales order line. Note: View the Note to Buyer at any point in this process to find out what sales order generated this PO or release. 3. The sales order can now be pick released, shipped and invoiced just like other stocked items. Reservations A key in making this functionality work for you is how the inventory reservation is handled. This happens automatically, and can be traced from the sales order window by using Tools->Scheduling->Reservation Details as well as by directly using When Req Import processes, the purchase requisition is reserved to the sales order line. View the Inventory Reservations window supply tab to see the reservation linked to a requisition, and the requisition number and line number. When the requisition becomes a PO or a Sales Agreement release, the reservation moves with it. The Reservations window, supply tab, then shows the reservation is linked to a

PO or a Sales Agreement, and you will see the PO number or the PO and release number, as well as the line number. When the PO is received into inventory, the reservation is automatically transferred into Inventory, and it now looks like any other reservation from a sales order to on-hand stock. Just as in the regular ATO process, if you manually reserve the sales order line to inventory the Create Supply workflow step will not do anything, and the line will progress to Awaiting Shipping without flowing through the requisition process. Changes or Cancellations What happens if you need to make changes to the sales order line that is in the back-to-back process? What if the order line is cancelled? What if you need to make changes to the PO or the requisition? If the sales order line is cancelled or the quantity is reduced, then the reservation is reduced and a notification is automatically sent to the buyer explaining that there is now a PO outstanding for a higher quantity than what is needed for the sales order. The buyer can then decide whether to cancel the PO line, or to buy the product anyway and put it into inventory. If the schedule date on the sales order line is changed, again a notification is sent to the buyer, who can then decide to either change the date on the PO or cancel it or do nothing. If the buyer decides to cancel the PO, then a new requisition will be created the next time AutoCreate Requisition is run. If the PO is cancelled or a partial quantity is cancelled, then the reservation is cancelled or reduced appropriately. The next time AutoCreate Requisition is run, it will create another requisition for the unreserved amount on the sales order.

Blanket Sales Agreements
Submitted by Anonymous on Fri, 03/27/2009 - 16:05

Blanket Sales Agreements are used when you have specific characteristics releated to a purchasing agreement between a customer and a supplier. These characteristics include the date range of the agreement, the items included, the price of the items, the quantity of each item that the parties committed to, as well as other attributes, like freight or payment terms. Once a Blanket Sales Agreement is entered for a customer, multiple releases (shipments) against the Blanket Sales Agreement are processed over a period of time within Order Management. The order is fulfilled and billed according to the terms of the Blanket Sales Agreement. Tracking information will also be accumulated for Blanket Sales Agreements, such as, Blanket Sales Agreements quantity fulfilled, and dollar value fulfilled of released lines. This information is used to view status of orders executed against a Blanket Sales Agreement.

Return Materials Authorization
Submitted by Anonymous on Thu, 03/26/2009 - 23:53

Oracle Order Management provides Return Materials Authorization (RMA) functionality within the Sales Orders window, where you can enter both standard and return order lines within the same order. An order can have a mix of outbound (standard) and inbound (return) lines, as restricted by the order type definition. A return line is indicated by Line Type Category of return negative and highlighted item quantity and negative line total.

After you have selected the sales order or order lines. . identify a sales order to be returned and query the order lines. • First.Return Line types can include flows like Creating RMAs There are three ways to create RMA's within Order Management. use the Copy function in the Actions list to generate the return order or line by specifying an RMA line type.

PO number or serial number of an item directly in the Return Reference field within the Line Items tab of the Sales Orders window. .• Second. reference a sales order. invoice.

Therefore. manually enter return line information and choose the appropriate return line type in the Sales Orders window. An order with a Mixed order type category can contain both standard and return lines. When you setup a return order type or mixed order type. you have the option to set a default return line type. To successfully enter an RMA in OM. With services. and item type combination. for return without originating sales order line.Return for Credit only. finished good item should . you can use the Generic .Order Flow Return with Approval and Line Flow .• Lastly. Workflow Order Management comes with seeded Oracle Workflow processes. so that the user doesn't have to manually choose the line type unless they want it to be different. Review the seeded flows. Line level workflow processes are assigned based on the order type. activities and notifications to determine if the seeded data can meet your business needs.Credit order types have an order type category Return. Master Items You can create a return line only if an item is Returnable. OM will use only the seeded "Return for Credit Only" workflow for returning service items when product items are returned Transaction Types Both order and line transaction types need to be setup in order to process an RMA. a standard. line type.

you can specify if the charge is returnable. When you create a return line from an original order line. The best way to create your items is to copy them from the Finished Good seeded template and set additional attributes as needed in the Master Item window Return Reason Codes You can set up your own reason codes in the Receivables QuickCodes window. You can set this through an attribute called Refundable Flag (Include on Returns field) within the Pricing Modifier setup • Process Flow . meaning the charge may be refunded.be defined in Oracle Inventory with appropriately set attributes. you should copy the refundable invoiced charges. You can also setup special charges to be applied specifically to returns. Freight and Special Charges for Returns When setting up freight or special charges. damage etc. Navigate to the Order Management responsibility and select the menu: Setup > Quickcodes > Receivables. return handling. like restocking fees. The Oracle Receivables Lookup window will appear. These codes appear in the Return Reason list of values. View the existing codes or add a new code. Query the CREDIT_MEMO_REASON code from the query manager (Flashlight icon).

In order for an order/return or order/return line approval workflow to work correctly the profile option OM: Notification Approver must have a value. RMA with Credit and Approval is used in the same manner as an RMA with Credit but this order cycle includes an approval process that requires someone to approve the RMA before it is booked. including: . but no physical thing to return. This section will guide you through a basic flow for a Return for Credit with Receipt. each with a different Order Cycle: RMA with Credit is used when the customer is going to be returning a physical product and will also be receiving a credit in Accounts Receivable as a result of the return. from entry to generating a credit memo. • Copy an original order into an order with an RMA Order Type. • These credits are generally used by software companies when the customer destroys the CD or disk and erases the software from their machine. 03/27/2009 . Normal business is delivered with four different RMA Order Types.00:42 There are two ways in which to create an RMA in Oracle: • Create a New Return which will create the RMA from scratch.Process Flow Submitted by Anonymous on Fri. but the physical return of the product is not required. RMA Credit Only is used when the customer will be receiving a credit. • These returns would be for: • Evaluation Orders • Samples • Other orders where the customer was not originally charged for the product. These types of returns are for: • Defective Product • Customer does not like the product • Product does not meet the customer’s expectations RMA no Credit is used when the customer is receiving authorization to return the product but will not be receiving a credit as a result of the return.

View the Credit Memo in Order Management View the credit memo in Order Management. To run the Autoinvoice program. This window will show your the credit memo number and amount. Returns > Order Organizer window. and if the Calculate Price Flag is set to Y (Calculate Price) or P (Partial Price).e. Query your RMA # in the Order Organizer. Fulfill RMA line The fulfillment activity acts as a synchronization point for all lines on the order that are in a fulfillment set. the user will need to enter the Line Type as a return (i. The eligible lines will automatically be put into a fulfillment set. The lines in the fulfillment set will wait at the fulfillment activity until all the lines in the set have reached the activity. If you receive the returns partially. Book the RMA 3.' 7. then freight charges get applied automatically on the partially received lines. The invoice interface activity places the information from the return line into the Receivables Interface tables. then the freight charges do not get applied on the partially received lines. the user need to change responsibilities to Order Management > Orders. the invoice interface activity is complete. click on the Receivables tab to view the credit memo. Generate a Credit Memo The Workflow process of the return line(s) will be on the Invoice Interface activity. Once the RMA is queried. Lines that are not in a fulfillment set simply pass through the activity automatically. Once the information is written to the tables.1. Return for Credit with Receipt of Goods) and enter a Return Reason. Just set the programs as 'Deferred. Since we did not reference a sales order. The Autoinvoice Master program will generate the Autoinvoice Import program which 5-50 Oracle Order Management Implementation Manual generates the credit memo. we are entering a single line RMA where the originating transaction is unknown. Product Discontinued). Create an RMA having a single line whose originating transaction is unknown while entering an RMA in the Returns tab. Select the Autoinvoice Master program and run the program for your RMA # and specify the invoice source as the one associated with the line type of the RMA line. 2. note that the credit memo is not actually generated until the Autoinvoice program in Receivables has been run. and the line proceeds to the close line activity. However. Check the on-hand quantity of the item in Inventory to verify that correct quantity was received 5. Once the Additional Order Information window has opened. The user will not have to perform anything during this step. Receive the RMA using the Receipts window of Oracle Purchasing 4.e. These programs can be setup to run automatically in the background. . 6. However if the Calculate Price Flag is set to N. The credit memo will then be viewable in the Sales Orders window. once the Fulfillment activity completes. open the RMA order. click Actions and choose Additional Order Information. the user needs to change responsibilities to Receivables and navigate to the Interfaces window. To view the credit memo in Order Management. A Return Reason is required to be entered (i.

navigate in the Sales Orders window to the Line Items tab for the RMA. select the Folder menu at the top of the window.19:53 .8. Invoicing Submitted by Anonymous on Tue. click on the Warehouse field in the Shipping Tab of the Line Items window. The field will populate in the window. Scroll to view the Shipped Quantity field. To add the field. Next. The Shipped Quantity means the received quantity for return lines and the Fulfilled Quantity means the delivered quantity for the return lines. the user needs to use the folder technology to add the field to the sales orders window. 04/21/2009 . Check the Shipped and Fulfilled quantity on the RMA line From the above step. select Show Field and choose the Quantity Fulfilled field from the list. To access the Fulfilled Quantity field.

When it executes. you must submit AutoInvoice from Oracle Receivables to import the invoice and credit data into Oracle Receivables. which processes invoices for customers and accounts for revenue. If you choose to show discounts. The Description field for the discount lines is the name of the discount. Now with enhancements to the functionality. the ordered quantity is invoiced. This indicates that a charge has to be credited and the invoicing takes place for the correct amount. and export charges are passed individually to Oracle Receivables as invoice header level charges. sometimes a part of the freight charge at the header level used to get invoiced. this difference was not passed to invoice interface. Freight and Other Charges In Order Management. if the freight charge used to get updated. which will interface each line or set of lines as they become eligible. Additionally. However. the actual shipped quantity up to the Overshipment Tolerance limit is used for billing. Oracle Receivables will consolidate all the freight charge lines into one line for accounting and printing on the invoice. The Invoicing Integration workflow activity can be part of the Order Header workflow. once Receivables supports such functionality. Discounts In Order Management. they are sent as regular invoice lines to Receivables with a negative price. even if a larger amount was actually shipped. it transfers fulfilled item information including quantities. Over and Under Shipments Overshipments are invoiced based on the setting of the Overshipment Invoice Basis system parameter and also corresponding attributes on the Customer and bill-to site. If this value is Shipped. Moreover. payment terms. Undershipments are always invoiced as the amount shipped. recognize revenue and manage sales credits. This is controlled by the system parameter Show Discount Details on Invoice. and are accounted for like the item to which they belong. Upon completion of the Invoicing workflow activity. Please note that you . Order Management passes the details to Receivables to support differing charge accounting and printing in the future. Freight charges are applied at the header level. Invoicing Integration has been implemented as a workflow activity in Order Management. If this value is Ordered. all freight and special charges such as insurance. However if the customer uses line level invoicing. or part of the Order Line workflow. Values for this attribute are Ordered or Shipped.Invoicing in Oracle Order Management is the process by which data from Orders and Returns is communicated to Oracle Receivables to create invoices. but does not provide separate accounting for discounts. you have the option to send items and prices to Receivables net of any price adjustments or to send the list price and then send separate adjustment lines for each discount. the amount difference is populated in the invoice interface tables. you can process credit memos and credits on accounts created from returns using this process. handling. credit memos and credits on account. This feature provides visibility to discounts for printing on invoices. if you want the entire order to interface to Receivables at the same time. and transaction dates to Oracle Receivables. selling prices. There is no grouping done by the Invoicing Activity.

• Credit Management  Retroactive Billing  R12 : Deferred COGS Concept Credit Management Submitted by Anonymous on Fri. bill-to site. Master Items form.must set over and under shipment tolerances to be able to overship or automatically close a line on an undershipment. and an Order Management form for customer/item. You can also specify exceptions for a customer. You can set site-level shipping tolerances via a profile option.17:09 . item or customer/item combination using the Customer Standard form. 03/27/2009 .

Orders for a given customer billing address. For example. 4. For example. Orders for a given customer. Order Management’s credit checking feature is the process by which orders are validated and released against your credit checking business rules. a manufacturer may wish to exclude orders that . you can disable the Credit Check flag. Credit Checking Components Depending upon your business practices. For example. while setting up a customer profile class. but rather only those orders that could pose a credit risk. Credit functionality checks the credit and applies or removes the hold automatically based on exposure availability. 2. a manufacturer may wish to exclude all orders from its largest customer from credit check. This credit limit is set at Bill To level. Credit checking rules are assigned to order types. you may not want to perform credit check for all orders. and then set up credit checking rules to exclude that profile class of customer. Orders that could be exempted from credit check can be: 1. 1. Business can give proper approvals to users and responsibilities to remove credit check holds manually. and automatically hold orders or lines that violate your credit setup. 2. Orders for a given class of customer. Credit check functionality can work at any of the following stages – • Order Entry • Picking • Packing • Shipping 3. excluding a specific customer from a credit check can be achieved by disabling the Credit Check flag for this customer in the individual customer profile. a manufacturer may wish to exclude all orders from internal customers from credit check. Order Management enables you to perform credit checks on customer orders or order lines. Customers that have this customer profile class assigned to them would then be excluded from credit check. Using credit rules(credit check rule and credit usage rule). For example. With Order Management and Oracle Receivables. if the credit check rule fields are left blank. With Order Management and Oracle Receivables. credit profiles and system parameters Order Management credit checking verifies that your customer has a sufficient credit availability with your organization to allow orders to be processed and shipped in advance of payment.The ultimate goal of Credit Management processes is to minimize the financial risk that your organization assumes as a result of day-to-day operations. you may want to exclude staff sales or internal sales orders from credit checks. this would automatically exclude orders of that type from credit check. Orders of a given type. Please note credit check functionality for automatic applying and releasing hold will not work in case the hold is removed manually. While setting up order types. You can group all your internal customers into one Customer Profile Class.

These orders will have credit card authorization in place of credit checking. order lines with a cash on delivery payment term can be excluded from the credit checking process. Order lines with a given payment term. Disabling this flag will automatically exclude order lines with that payment term from the credit evaluation. For example. ■ Current (pre-calculated) exposure amounts can be either: • Real time transactional data summarized at a specific point in time or • Exposure amounts imported using the Credit Exposure Import concurrent program. enabling the Credit Check flag determines whether orders billed to that address will be credit checked. The Credit Check process can be performed for orders or order lines. Only those lines that have Manual payment terms with credit checking turned on are compared against the credit limits. 3.will be invoiced to one of its’ largest customer corporate headquarters from the credit check process. Order Management enables you to perform credit checking against real time transactional data or current exposure amounts stored in exposure summary tables. When defining your Credit Check rules. the individual bill-to sites can have a different transaction profile from the parent customer.customer • Order or line payment terms Credit Checking will only occur for an order or line when all three levels enable credit checking. Deactivating Credit Checking There are three ways to deactivate Credit Checking on an order: . credit checking does not occur for the order or line. These lines are in effect prepaid. Orders with payment type = Credit Card. so you do not need to credit check them. you determine what type of exposure to use when determining credit worthiness. While setting up the bill-to site profile. the payment terms also have a Credit Check flag. Order lines that are paid via Commitments. you specify the type of exposure to utilize when performing credit checking. ■ Real time transactional data is all related transactions which are summarized at the point credit checking is invoked. If one level disregards credit checking. With Order Management and Oracle Receivables. Credit Exposure When you perform credit checking in Order Management. With Order Management and Oracle Receivables. and the determination on whether credit checking is performed is based upon all of the following: • The credit check rule definition and the order type of which the definition is attached • Enabled credit profiles .

12:38 . Pick Release or Purchase Release (for drop shipments). or Ship Confirm an order which utilizes a Order Management Transaction type that enables credit checking to occur at the specified order points. Pack. • Define the Customer Profile so that the Credit Check check box is not checked. the next time you attempt to Book. Deactivating Credit Checking does not automatically release orders previously on credit hold. or you perform an order change that trigger credit checking in the Sales Orders window. Order Management will releases the credit check hold if the order or line meets the requirements for successful credit check • Credit Check Rule • Credit Profiles Credit Check Rule Submitted by Anonymous on Fri.• Use an order type that does not have an assigned credit rule. However. 06/26/2009 . • Use payment terms for which the Credit Check check box is not checked.

Order Line Level: Line level credit check uses data at the sales order line level. . Within the Transaction Type window. Order Header Level: Order Level credit check uses exclusively header level information ignoring different bill-to sites detailed at line level. Additionally. Options The Credit Check process can be performed at sales order header or sales order line level. and holds are always applied at header level. For example. you might want to perform a high-level credit check before booking. packing. credit check rules are assigned to pre-specified workflow events that trigger the credit checking process. 2. or shipping within corresponding order or line workflow processes. you should use Sales Order Lines level credit check. pick release and purchase release (from drop shipments). Credit checking will use order totals and will evaluate credit exposure against the credit profile attached at header level. or shipping.Credit Checking Rules within Order Management enable you to determine credit worthiness of orders when performing credit checking. Credit Check Rules are attached to Order Management Transaction Types. pick release and purchase release (for drop shipments). but you may want to apply more specific controls before shipping the product to your customer. In Order Management. If you have sales order lines that are attached to different Bill To sites and if you want to use the specific credit profiles attached to those Bill To Sites. and provide you with various options in determining your customer's credit exposure. Credit Check Level 1. packing. You can also choose to perform credit checking at multiple points within an order or line workflow processes by selecting credit check rules for a combination of booking. Order level credit check uses the credit profile attached to the customer Billto site defined at order (header) level. separate credit checking rules can be assigned for use at the time of booking. the payment terms used for orders and order lines must be enabled for credit checking to occur.

then Order Management will enable the credit checking process to be invoked again. you could use line level credit check when you have defined customer relationships in your system and you actively use them in Order Management. and you can automatically release order or order line credit holds when a customer’s credit exposure has been reduced to a point that enables credit checking validation to pass successfully. Your Order Management Transactions Type definitions will control whether or not additional credit check processing can occur for manually released holds (credit check rules entered for booking.Additionally. suppose you have defined a credit check rule in which you have enabled the Override Manual Release check box. Order Management will not enable credit checking to occur again. You automatically release credit holds by scheduling the Credit Check Processor concurrent program to run at specific intervals. Assume that this credit check rule is assigned to the transaction type as a credit check rule for booking and shipping. Conversion Type Conversion types for credit check rules enable you to model a fixed exchange rate between currencies or use an average exchange rate. The Override Manual Release check box. However. if you ship after Day 15. In this situation. pick release and purchase release (for drop shipments). . in conjunction with the Override Manual Release check box. Override Manual Release (check box) In previous releases of Oracle Order Management. you are able to create a sales order whose lines could be attached to different bill-to sites owned by different customers. Credit checking holds are automatically placed based upon your credit rule definition. Credit Checking Rule Days to Honor Manual Release This field. used in conjunction with Days to Honor Manual Release field. no additional credit checking of manually released credit holds occurred. enables you to define the duration (number of days) you will forego additional credit checking if an order or line credit check hold is released manually. However. or shipping within your transaction type efinitions). For example. Conversion types are limited to the values you define within the Oracle General Ledger Conversion Rate Types window. Hold Level You can choose to place credit holds for orders or lines that fail credit check validations at either the sales order or sales order line if you use order line level credit checking. If you manually release an order or line from credit check hold after booking. you had the ability to manually release order or line credit check holds that were placed by credit check process. When performing credit checking. the credit limit currency does not necessarily have to be the same as the functional currency. and if you ship the order or order line within 15 days. packing. You can now specify whether or not you wish to enable additional credit checking if an order or line credit check hold was released manually. enables you to define the duration (number of days) manually released holds will be honored and not overridden by additional credit checking processes. with a value of 15 within the Days to Honor Manual Release field.

Credit Checking Rule Values to include within exposure calculation Your credit checking rule definition can include or exclude the following credit related details when calculating credit exposure: • open receivables balances • uninvoiced order balances • freight and special charges • taxes • payments at risk • Credit Checking Rule Exposure 1. credit checking will validate exposure against balance information stored in a summary table. Previous versions of credit checking calculated customer exposure accessing underlying transactional tables. No Value: Includes all open receivables. and updates to the table are performed by submitting a concurrent program. If you checked Include Uninvoiced Orders. the use of pre-calculated exposure. Positive Number: Includes open receivables with invoice dates X days earlier than the current date. and should be scheduled to run periodically. The summary table is updated as often as your business practices require. 4. You must activate either the Include Open Receivables Balance check box or the Include Uninvoiced Orders check box in your credit check rule. You can activate both. enter the number of scheduled shipping horizon days for . but you cannot toggle both off. Negative Number: Includes past due. based on your specific business needs. If you checked Include Open Receivables Balance. You must activate either the Include Open Receivables Balance check box or the Include Uninvoiced Orders check box in your credit check rule. but you cannot toggle both off. This program accesses both Oracle Receivables and Order Management transactional Overview of Credit Checking tables. enter a value to indicate the range of dates for open receivables that you want to include in this credit check rule. Using this option.Notifications You can choose to send notifications whenever a sales order or order lines fails credit check. You can activate both. The notification is sent to the person who created the order. Oracle Order Management has incorporated an additional option. When a credit check request was executed. Exposure You can choose how you wish to validate credit worthiness during credit checking by determining the exposure method used. Indicate whether to include uninvoiced orders in this credit check rule. 2. underlying transaction tables were summed to generate customer balance information. and future open receivables up to X days beyond the current date. current. In order to improve performance. 3.

• Indicate whether to include tax on uninvoiced orders. If you include uninvoiced orders in your credit check rule: • Indicate whether to include orders currently on hold. If the performance of credit checking requires improvement you can toggle off this option. your total exposure includes only uninvoiced orders scheduled to ship within 45 days of the current date. If you include open accounts receivables balance in your credit check rule. if you enter 45. or discounted (factored) receipts that have not been risk eliminated. 5. If the performance of credit checking requires improvement you can toggle off this option. For example.uninvoiced orders to include in your total credit exposure. 6. Orders scheduled to ship after 45 days are not included. Receipts at risk are remitted receipts that have not been cleared. indicate whether to include payments at risk when calculating a customer's outstanding balance. . • Credit checking calculations on open receivables always include tax amounts and are not affected by the Include Tax option.

Credit Profiles Submitted by Anonymous on Fri. 06/26/2009 . The Credit Check check box in the credit region of the Standard Customer window (for the customer master record) must be enabled in order to perform credit check.14:49 Credit profiles define the maximum financial risk you are willing to withstand on your regular operations. You can define the credit profile information at the following levels: Customer and Customer Site: .

There is an embedded hierarchy provided by credit checking routines for establishing credit information between the following entities: 3. Item Category credit profile is completely independent from customer credit profiles.This profile defines your credit policies for individual customers or customer sites.customer organization default). or you can customize credit limits to fit the particular customer. Check current limitations for multi-currency credit check set up. You can implement credit policy changes by modifying a Profile Class and cascading the changes to individual Customer Profiles. Customer Site 4. and the fulfilled credit profile at operating unit level enforces credit checking for any customer which does not have credit limits defined at the customer or site level. Organization Default . Organization Default provides a higher level in the customer profile hierarchy (customer site . Item Category: Item Category Credit Profiles enables you to define credit information by Order Management Item Category. Customer 5. It is used as a default when customer/customer site credit profile is missing. Item-category credit check will place a credit hold for transaction amounts over pre-defined category credit limits. Organization: This type of Credit Profile is used to define an organization's (operating unit) credit policy for credit control and credit checking. You can accept the default credit policies from a Customer Profile Class. Item Category credit profiles can be used to model credit limits such as service line for insurance coverage which can prevent you from shipping materials that exceed a pre-defined monetary limit.

The Credit Profile window enables users to create and maintain credit information for Operating Units and Item Categories.When customer site and customer credit profiles do not exist. This is extremely useful if your business practice requires item-based insurance coverage. Credit Profile Types Customer: Enables you to define credit limits by currency for Customers. Note: The Operating Unit Credit Profile is used as the default profile for all customers that do not have an individual credit profile either at customer or site level. Defining Credit Profiles Organization Credit Profiles are a set of criteria that define an operating unit’s credit policy for credit control and order credit checking. Item Categories enable you to set order credit limits/profiles for one or more item category (applicable for all customers). Operating Unit Default Credit Profiles enable you to effectively enforce a formal credit checking process for all order transactions/currencies from any customer. Item Category profiles are global credit profiles and are transaction currency based: the credit limits defined for an item category are for individual transactions (orders) only. if a transaction is entered and no credit limits exist at the customer or customer site levels for the specified order currency. Customer Site: Enables you to define credit limits by currency for Customer Sites. Unlike the Operating Unit Default Credit Profile that defines credit limits for specific operating units. within a given operating unit. by currency. Item Category: Enables you to set order credit limits. Item Category Credit Profiles are applicable across operating units. the Organization Default credit profile is used. for one or more Item Categories. provided you define an Operating Unit Default Credit Profile for each currency you process order transactions for. by currency. This type of profiles enables you to specify limits for the maximum amount on each order for an item category irrespective of a customer or site. For example.000 USD for any order lines that contain an item associated with the Item Category Computers. For example. an Item Category Credit Profile can specify that the maximum order value cannot exceed $10. Operating Unit Default: Enables you to set credit limits and terms. There is no overall system credit limit for a category. . Operating Unit Default Credit Profiles can assist in further defining your credit policies by providing global defaults if no other information is present during credit checking. Note: Only categories associated with the default category set for the Order Management functional area are supported. if it exists. the Operating Unit Default Credit Profile for the transaction/currency entered will be used to determine credit availability. Credit Profiles include the credit limit and pertinent data needed to determine total credit exposure for orders undergoing credit checking.

• Credit Profiles for Customer and Customer Sites are initially defined when entering credit information in the Credit section of the Profile-Transactions tab of the Customer and Customer Site windows. and depending on the credit profile type chosen. • You cannot define Credit Profiles for Customer or Customer Site by directly navigating to the Credit Profile window. users must specify what type of credit profile to create.16:14 . appropriate fields within the window become updateable or non-updateable. • You must then assign a Credit Usage Rule to your Customer or Customer Site if you want to enable multi currency credit check. Retroactive Billing Submitted by Anonymous on Fri. 11/06/2009 .To create a new credit profile.

Periodically. Create a new Credit Memo Reason Code to use for retrobilling. shipment quantities are identified that occurred during the retroactive billing period. the price of an item on a sales agreement or purchase order will be changed. Retroactive Billing is a common business process in some industries. a commodity will sharply increase or decrease in price. Order Management > Setup > QuickCodes > Receivables.Retroactive Billing allows you to change billing amounts retroactively in the event of a price renegotiation. and the additional charges or credits are calculated and sent to the customer for billing. The customer will issue an amendment to the sales agreement or purchase order. a simple approval mechanism. Order Management provides a query to identify order lines that have previously been invoiced that may be subject to such retrobilling. but recommended because it allows you to query the credit lines and credits in Receivables using the reason code. especially the automotive industry. 2. for example. Setup To set up retroactive billing: 1. This is optional. and then the automatic generation of credit memos (and occasionally invoices). whereby a customer requests changes to the amounts charged on already invoiced orders and receives credits or additional invoices. If the price change is retroactive. Navigate to the Oracle Receivables Lookups window. .

Create an order type to use for Retrobilling. Order Management > Setup > Transaction Types > Define.Create an order type for retrobill orders. Set up the transaction type as follows: • Mixed order category • No credit check rules specified • Bill-only line type for the default order line type • Credit-only line type for the default return line type • This order type should not have scheduling turned on because these orders should not be visible as demand to the planning systems. 3. . Navigate to the OM Transaction Types window.

Then enable Retrobilling. 5. Enter the operating unit in the Operating Unit field. Select Retrobilling Parameters from the Category field. • Set the default retrobilling order type to the transaction type you created.Set the OM Parameters. If you have installed Oracle Release Management. This step determines the defaults Retrobilling uses. You must create folders to display the retrobilling fields. • If you created a default reason code. so you do not need to perform this step. . Navigate to the OM System Parameters values window. this menu item is seeded as granted. Create folders with the attributes visible. Add the Retrobilling Organizer menu item to the responsibilities that will do Retrobilling. set the default order type. and then assign those folders to the responsibilities who will perform retrobilling. Create any necessary folders for the Sales Order window. but is not active for any responsibility until you assign it. choose it. The fields on the Sales Orders form that support retrobilling are seeded as Hidden. 4. Order Management > Setup > System Parameters > Values. Add Retrobilling Organizer to the menu. Save the parameters. This menu item is seeded. and set the default reason code. • Set Enable Retrobilling to Yes. You can override the order type and reason code for individual runs of Retrobilling.

despite the fact that revenue may not yet have been earned on that shipment.5. the value of goods shipped from inventory will be put in a Deferred COGS account. This enhancement will automate the matching of Cost of Goods Sold (COGS) for a sales order line to the revenue that is billed for that sales order line. 07/01/2010 . it also . thus synchronizing the recognition of revenue and COGS in accordance with the recommendations of generally accepted accounting principles. Prior to this enhancement. It applies to sales orders from the customer facing operating units in the case of drop shipments when the new accounting flow introduced in 11. And finally. The basic fundamental behind the enhancement is that the COGS is now directly matched to the Revenue. The same was not possible till now. the value of goods shipped from inventory were expensed to COGS upon ship confirm. The deferral of COGS applies to sales orders of both non-configurable and configurable items (Pick-ToOrder and Assemble-To-Order). a matching percentage of the value of goods shipped from inventory will be moved from the Deferred COGS account to the COGS account.10 is used.21:53 The deferred COGS of goods account is the new feature introduced in Release 12. As percentages of Revenue are recognized. The Matching Principle is a fundamental accounting directive that mandates that revenue and its associated cost of goods sold must be recognized in the same accounting period. With this enhancement.R12 : Deferred COGS Concept Submitted by Anonymous on Thu.

. Inventory -.Other Accounts A new account is added which is referred as the Deffered COGS accounts. Such RMAs will be accounted using the original sales order cost in such a way that it will maintain the latest known COGS recognition percentage.Parameters -.Setup -.Organization -.applies to RMAs that references a sales order whose COGS was deferred. RMAs will be accounted for such that the distribution of credits between deferred COGS and actual COGS will maintain the existing proportion that Costing is aware of. If RMAs are tied to a sales order. SETUP : To set the deferrred COGS account. If RMAs are not tied to a sales order. there isno deferred COGS.

Note that users can choose how often they want to create the COGS Recognition Events. Navigation to run the COGS recognition request : . This program will create the COGS recognition transaction for each sales order line where there is a mismatch between the latest revenue recognition percentage and the current COGS recognition percentage. you would need to decide the percentage you wish to recognize the Revenue.Cost > COGS Recognition > Collect Revenue Recognition Information .Cost > View Transactions > Material Transactions > Distributions A new COGS Revenue Matching Report shows the revenue and COGS information of sales order that fall within the user specified date range by sales order line . Deferred COGS account : Debit Once the revenue is recognised.NEW ACCOUNTING : When a Sales order is shipped the following accounting takes place: Inventory Valuation Account : Credit. The steps to generate such transactions are as follows: 1. You can view the transactions as : Navigation: . 2. A COGS recognition transaction will be created to reflect a change in the revenue recognition percentage for a sales order line. essentially the recognized COGS balance is to move the value from Deferred COGS to COGS. Run the Generate COGS Recognition Events.Cost > View Transactions > Material Transactions The distribution for the COGS Recognition transaction associated with the Sales Order transaction now would be as follows: Deffered COGS : Debit y revenue percentage COGS : Credit (Actual revenue percentage ) Thus.Cost > COGS Recognition > Generate COGS Recognition Events . This particular COGS recognition transaction actually correspond to a revenue recognition percentage change. This program will collect the change in revenue recognition percentage based on AR events within the user specified date range. Run the Collect Revenue Recognition Information program.

(item_cost) Deferred COGS account : Debit (item_cost) Transaction 2: Deffered COGS : Credit (Actual revenue percentage) COGS : Debit (Actual revenue percentage ) . Sales Order 2.SIMPLER TERMS ( Table level details ) : Once the whole cycle is complete we will have 2 transactions lines in mtl_material_transactions. 1. COGS Recognition transaction Accounting will be in mtl_transaction_accounts and the Subledger accounting tables as follows: Transaction 1: Inventory Valuation Account : Credit.

Sign up to vote on this title
UsefulNot useful