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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.Configure to order(CTO) It includes both the ATO and PTO. stocking.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. 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.
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. The supplier ships directly to the customer.In drop ship cycle. • 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 a sales order from the customer and sends a purchase order to the supplier. The complete process is as shown below. The seller receives an invoice from the supplier and sends an invoice to the customer.
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 . Accounting Rules Setup Steps : VII .Payment terms.V • Setup Steps : VI .X Setup Steps : 12 .• Setup Steps : I .
but you cannot use one organization for all . Step 3 Inventory Organizations Define inventory organizations (warehouses). Your item validation organization can be the same as your inventory source or your logical receiving organization.18:16 The following is a list of each setup step defined in detail. Step 2 Multiple Organizations Define multiple organizations in Oracle Inventory. Step 1 Flexfields Define key and descriptive flexfields to capture additional information about orders and transactions. This step is optional. If you plan to drop ship some orders. and optional if you plan on using the functionality surrounding Descriptive Flexfields. parameters. Several defaulting values are provided. you must also define at least one logical organization for receiving purposes.V Submitted by Anonymous on Sat. subinventories. and picking rules in Oracle Inventory. 12/27/2008 .Setup Steps : I . This step is required for Key Flexfields. You must define at least one item validation organization and at least one organization that acts as an inventory source for orders fulfilled internally.
and invoice sources. This step is required. This step is required. . Step 4 Profile Options Define profile options to specify certain implementation parameters. Accounting Rules Submitted by Anonymous on Sat. Payment terms http://www. This step is required. enable customer relationships. Receivables provides the following invoicing rules: • Bill in Advance: Use this rule to recognize your receivable immediately. processing options. • Bill in Arrears: Use this rule to recognize the receivable at the end of the revenue recognition schedule. Autoaccounting parameters.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.three purposes. invoicing and accounting rules. territories. This step is required if you plan on transferring invoicing information to Oracle Receivables.Payment terms. including payment terms. See Step 5 for setting your item validation organization. and operating unit defaults. 12/27/2008 . Step 5 Parameters Set your Order Management Parameters to validate items. and system options. Setup Steps : VI .oracleug. Several defaulting values are provided.21:46 Step 6 Invoicing Define invoicing information. You can assign invoicing rules to invoices that you manually enter or import into Receivables through AutoInvoice.
Accounting rules determine the number of periods and percentage of total revenue to record in each accounting period. . AR -> Set up -> Transactions -> Accounting rule. Receivables creates the invoice’s revenue distributions for the period or periods in which the rules fall. Accounting Rules Define accounting rules to create revenue recognition schedules for your invoices. When you run the Revenue Recognition program for an invoice that is associated with one or more accounting rules. 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. You can define an unlimited number of accounting rules. Notes : Invoicing and Accounting Rules are not applicable if you are using the Cash Basis method of accounting. AutoInvoice will reject any transaction lines that are associated with invoice or accounting rules. If you use the Cash Basis method. 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. Define an accounting rule: 1.
you may require deferred accounting rules. 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. Enter ’Accounting. • 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. Deferred accounting rules let you defer revenue to an unearned revenue account until you are ready to specify the revenue recognition schedule. • Depending on your business needs. Future. For example. If any period has a status of Closed or Close Pending. Fixed Duration’ to prorate revenue recognition evenly over a predefined period of time. 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 . 2. you will recognize twenty–five percent of your revenue at the end of each schedule.Note: Revenue Recognition creates accounting distributions for all periods of status Open. then Revenue Recognition creates the distributions in the next Open. Enter an accounting rule Type. which you can create by selecting the Deferred Revenue check box during rule definition. Enter ’Accounting. or Not Open period. or Not Open. if you have four schedules for your rule with this type. You can assign this type of accounting rule to invoices that you manually enter in the Transaction window or import into Receivables using AutoInvoice. The revenue recognition schedule is always the same every time you choose this accounting rule. Future.
invoice.’ you do not need to enter any information. If this accounting rule type is ’Accounting. Fixed Duration. Enter the Period to use for your accounting rule schedule. Enter the percentages of revenue to recognize within each period of your accounting rule. Fixed Duration. Receivables creates a rule schedule for three weekly periods. 5.’ Receivables displays a rule schedule according to the period and number of periods you entered. Fixed Duration. 3. Define your revenue recognition schedule for this accounting rule.’ 4. Receivables determines the schedule by evenly prorating all the revenue across all periods (you can change this information). you can only choose ’Specific Date’ as your period type for accounting rules to which you have assigned a type of ’Accounting. but you can only choose a period type that has overlapping dates if it is an adjusting period. Variable Duration. The sum of all periods for this type must equal 100 percent. if you entered a period of ’Weekly’ and you enter ’3’ here. If this accounting rule type is ’Accounting. In addition. For example. If this accounting rule type is ’Accounting. Receivables does not display the default rule schedule for an accounting rule of this type because the .’ You can only update this field for the accounting rule ’IMMEDIATE.’ enter the Number of Periods to use for your accounting rule schedule. You can choose from any of the Period Types you defined.
you can enter that percentage here. In this case. 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 an invoicing rule in the Transactions window. We can default invocing rule and accounting rule from OM transaction type. if you want to recognize a specific revenue percentage in the first period. 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. Assign Invoicing and Accounting Rules For invoices that you enter manually. . Receivables prorates the remaining revenue percentage across the remaining periods.number of periods is unknown. However.
If you enter an invoicing rule and include items or standard memo lines that have associated accounting rules. You can change or manually enter the accounting rules for these invoice lines if there has been no activity against the invoice. Note: You can also assign invoicing rules to items and standard lines. This is because the invoicing rule assigned at the invoice header will override the invoicing rules defined for the item or standard line. . the accounting rules default for the invoice line. you must enter an invoicing rule on the invoice header or you will not be able to associate accounting rules with the invoice lines.If you are entering an invoice manually. but these will not be used during manual invoice entry.
Net 30’ indicates that a customer is allowed a two percent discount if payment is received within 10 days.18:03 Receivables lets you define standard payment terms for your customers to specify the due date and discount date for their open items. after 10 days. the entire balance is due within 30 days of the transaction date with no applicable discount. 12/24/2008 . . such as Oracle Order Management. Receivables feeder systems. 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. the payment term ’2% 10.Payment terms Submitted by Anonymous on Wed. Payment terms can include a discount percent for early payment and you can assign multiple discounts to each payment term line. For example. Prepayment check box if you are defining a prepayment payment term.
Customer Address 3. stopping when one is found: 1.Enter the Date on which payment is due for this installment term (optional). Bill–to site 2. 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. If you do not complete this field. Transaction Type . Customer 4.
IMMEDIATE: The balance of the transaction is due immediately (i. .e.Predefined Payment Terms Receivables provides the following predefined payment terms: 30 NET: The balance of the transaction is due within 30 days. You can use this payment term with your chargeback and debit memos. on the transaction date). To define a payment term: Navigate to the Payment Terms window and Enter the Name of the payment term.
To associate a credit check with this payment term. such as Oracle Order Management. Select the Prepayment check box if you are defining a prepayment payment term. If the address does not have limits in the currency and neither does the customer. Receivables feeder systems. 2. In Oracle Order Management. If you do not want to let your customers take discounts for partial payments on items associated with this payment term.1. Oracle Order Management uses this information to determine when to place an order on hold. 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. then the order is compared to the customer limit in that currency. . 3. check the Credit Check box. if the profile for an address does not have credit checking limits defined in a particular currency but the customer does. 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. then the order passes credit check.
freight charges. of your invoices. and line amounts of your invoices. 5. but not the freight items and their tax lines. In this case. • Lines. but you can change it. Receivables uses the following equation to determine the original amount due for the first installment of invoices to which you assign this payment term: . Enter the Installment Option for items assigned to this payment term. Freight Items and Tax: Choose this option to calculate the discount amount based on the amount of line items. freight. • Lines Only: Choose this option to calculate the discount amount based on only the line amounts of your invoices. but not freight and charges at the invoice header level. 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.4. Choose one of the following discount methods: • Invoice Amount: Choose this option to calculate the discount amount based on the sum of the tax. The default is 100. If the base amount is different from the relative amount. 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. and tax of your invoices. 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. Enter the Discount Basis you want Receivables to use when calculating discounts for your invoices. 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. • Lines and Tax. 6. Receivables prorates the base amount across the relative amounts of this term's payment schedules based upon the ratio you define. not Freight Items and Tax: Choose this option to calculate the discount amount based on the line items and their tax amounts. Enter the Base Amount for this payment term. Choose 'Include tax and freight in first installment' to include all tax and freight charges in the first installment. This indicates how Receivables will allocate the freight and tax charged to transactions using this payment term. Choose 'Allocate tax and freight' to distribute tax and freight charges across all installments. 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 you set the Installment Options field for this payment term to 'Allocate tax and freight'.
Enter a higher number for each installment term with a later due date. this payment term will be active indefinitely. this number indicates the number of days after the invoice date that an installment is due. 9. 9.4 Enter the Date on which payment is due for this installment term (optional).6 If you are defining proxima terms and you entered a value for Day of Month. Note: You cannot update the billing cycle. enter '1' in this field for the first line and '2' for the second line. if you entered '15' for Day of Month and you enter '2' here. once a balance forward billing payment term is attached to a profile.Amount Due = (Relative Amount/Base Amount * Base Line Amount) + Base Freight Amount + Base Tax Amount 7. 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.5 If you are defining proxima terms. • Balance Forward Billing. 9. For split payment terms. . This is the numerator of the ratio that Receivables uses to determine the amount due for this installment of these payment terms. enter '15. • Balance Forward Billing Cycles. 9. If you do not enter an end date. New in R12 If you want to use this payment term for balance forward billing. If you do not complete this field. Enter a range of Effective Dates for this payment term.' 9. if payment is due on the fifteenth of each month. For example. For example. Receivables will print this transaction x number of days before the due date. 8. an invoice dated in May will have a due date of July 15. enter a value for either Due Days or both Day of Month and Months Ahead.3 Enter the number of Days after the invoice date that payment is due for this installment term (optional). where x is the number of days you enter here.2 Enter the Relative Amount for this payment term. enter the Day of Month that payment is due for this installment term. 9. select an appropriate balance forward billing cycle from the Billing Cycle LOV. enter the Months Ahead to which this installment term of the proxima terms refer. For example. • Setting Up Balance Forward Billing. enter a number of Print Lead Days. if you create terms with 50% due in 15 days and 50% in 30 days. If you want transactions assigned to this payment term to be printed before the due date.1 Enter a line number for the installment term that you are defining in the 'Seq' field.
Because balance forward bills cannot be split across installments.21:29 Step 7: Salespersons Define information on your sales representatives. Step 8:Tax Define tax features. Date Due becomes disabled. . This step is optional. Note: You cannot change existing payment terms from regular payment terms to balance forward billing payment terms and vice versa. Installment Options becomes disabled and any data entered before selecting a cycle defaults to Include tax and freight in first installment. However. in the case of a balance forward payment term: Any value entered in Base Amount defaults to 100. 12/29/2008 . Setup Steps : VII . rates. exceptions. you can populate Days.X Submitted by Anonymous on Mon. Day of Month. such as codes. and exemptions. and Months Ahead. 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. This step is required.
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 .Step 9: Quick Codes Define QuickCodes that provide custom values for many lists of values throughout Order Management.
.16:59 Step 12: Order Import Sources Define sources for importing orders into Order Management. and statuses. Setup Steps : 12 . categories. You can also inactivate QuickCodes.16 Submitted by Anonymous on Tue. Step 13: Units of Measure Define the units of measure in which you supply items. 12/30/2008 . This step is required if you plan on importing orders or returns into Order Management. Step 10: Workflow Define order and line processing flows to meet different order and line type requirements. including item attribute controls. This step is required. This step is required. This step is required. as well as container items. Step 14: Item Information Define item information.You can create as many quickcodes as you need. Step 15: Items Define the items that you sell.
Step 16: Configurations Define the configurations that you sell. Document Sequences Submitted by Anonymous on Tue. This step is required if you plan on generating orders or returns for configured items. 12/30/2008 . Several defaulting values are provided.15:19 .
since orders and returns of different types may share numbers. Order Management uses AOL Document Sequence functionality for order numbering. You can define document sequences that automatically generate numbers for your orders and returns as you enter them. You can define a single document sequence to assign unique consecutive numbers to all your orders and returns. Set the profile option Sequential Numbering to Always Used at the Order Management Application level . an order or return is uniquely identified by its type and its number. Order and return numbers cannot contain alphabetic characters. Following 4 steps need to be completed to enable document sequence 1.Step 11: Document Sequences (Order Numbering) Define Document Sequences for automatic or manual numbering of orders. This step is required. In the latter case. or you can define multiple document sequences that are assigned to different order types.
Order Management prevents deletion of orders that have been numbered using the gapless numbering sequence. 3. You can define the sequence to be Automatic. You can define a document sequence as manual and assign it to a desired order type. Define document sequence OM: Setup -> Documents -> Define Many countries have legal and audit requirements for order numbers to be contiguous. Order Management enables you to enter the order numbers for certain types of orders. Order Management validates that it is unique for a given order type. Enter a name for the document sequence. please save your changes frequently to minimize lock contention issues.2. ■ Automatic sequences: The system will automatically increment document numbers. In addition. Automatic sequences do not guarantee contiguous numbering. When an order number is specified for such an order. Gapless or Manual. You can set up a document sequences as gapless through the Define Documents Sequences window. Steps for creating document sequence 1. 2. . Specify Oracle Order Management as the Application. ■ Gapless sequences: The system guarantees that the numbers returned are contiguous. The application uses locks to ensure gapless numbering. ■ Manual: User must specify a unique document number. This order type can be used on orders that you want to manually enter order numbers. If you are using gapless sequences.
You cannot change a document category definition. assign document sequences to document categories. you can set up a unique document category to accommodate this requirement. for example. Assigning sequences is application and category specific. 4. When you use a different bill of lading sequence for each carrier. 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. You can create a bill of lading category for each ship method/carrier or define a single bill of lading category for all. and disable the old . a new document category gets created automatically 4. Enter a starting number 3. If you find incorrect information. create a new category with the correct information. You must define a category for each bill of lading and packing slip you wish to create. You can create more than one document category for a document. re-assign document sequences to the new category. you can easily identify the carrier by looking at the bill of lading number. Whenever we create a new transaction type. the Order Management system validates that the number specified by you is unique for a given order type. if you want each carrier to have its own Bill of Lading number series. Assign document sequences After defining document sequences and categories.
category. Either leave alone the existing Category or Disable it cautiously since it may affect other documents using the setting. . For that reason disabling cannot be undone.
Defaulting Rules Submitted by Anonymous on Sun. Values can be populated from various sourcs like customer's record. profile option or .01:53 Defaulting Rules are used to populate values in fields(like order type. price list. item's record. 01/04/2009 . price list etc) on forms (SO form) automatically.
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.
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
this is an Oracle Advanced Pricing feature which is available only if Oracle Advanced Pricing is fully installed and multi-currency lists are enabled. 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. However. you can record transactions in different currencies by defining a price list for each currency. you must choose a price list in the same currency. multi-currency conversion lists enable you to maintain a single price list for multiple currencies.directly into the SO based upon which price list has been selected for the order. After entering the currency for an order or return. If you enter a negative number. Price List Currency For international sales. Multi-Currency Conversion Lists For pricing in different currencies. you increase the number of characters to the .
If the item that you are ordering is not in the primary price list. enter a value in the Value field. 2. . Enter the starting and ending effectivity dates of this price list line in Start Date and End Date. 4. the pricing engine uses the highestprecedence secondary price list (the secondary price list with the lowest value for the precedence field). If Application Method is Percent Price. If an item appears on both the primary and a secondary price list with the same effective dates. the pricing engine uses the primary price list to price the item. select an item number or an item category for the Product Value. Line-level discounts and modifiers that apply to the primary price list do not apply to the secondary 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. If you enter zero.Note: The pricing engine does select inactive price lists when doing a pricing request. 5. rounding occurs to whole decimals. Rounding factor -3 indicates rounding to the nearest thousands (for example. ■ For service items. you must submit the concurrent program Update Formula Price’s to calculate the value. Primary and secondary price lists have the same currency. 2. If an item appears on the primary price list but is not active (the effective end date has passed). Select a UOM (unit of measure). The result of the calculation changes the value of Value. you affect more columns to the left of the decimal point. enter a percent of another item's price. 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. If you enter a static formula. 3. Select an Application Method.. Rounding factor of +2 indicates rounding to the nearest hundred. 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. 3. enter the base list price of the item. the pricing engine uses the price on the secondary price list. enter the base list price of the item in Value. Product context is always item.101). Other applications can call an inactive price list and use relevant information. 5. for example 107 rounds to 100).1007 rounds to . If you enter a positive number. Enter Value and Formula as follows: ■ For inventory items. Select Primary UOM if this price list line UOM is the primary pricing unit of measure for the item. Depending on the value of Product Attribute. 1. ■ Enter the name of a previously defined static formula in Static Formula. Use Unit Price for inventory items and either the Unit Price or Percent Price for service items 4. right of the decimal point. Enter the price list line details as given below 1. If Application Method is Unit Price.
Enter a numeric value in Precedence. pricing adjusts the price list regardless of that field. entering 10 raises list prices by 10 percent while -10 lowers list prices by 10 percent. Adjusting a Price List Use this process to adjust the prices for a price list. Only active price list lines (those with an effective end date later than the current date) can be copied. Entering -5 decreases list prices by five whole units of currency. Save your work Copying a Price List You can quickly create a new price list by copying an existing price list. When the pricing engine is trying to locate a price. when adjusting by a percentage. it uses precedence to resolve conflicts when it selects more than one price list line from a price list. . You can adjust prices for the entire price list or selected items. and item categories. ■ Amount: Enter a value to adjust list prices by a fixed amount. For example. You can define your criteria further by selecting the item status or creation date of the items to adjust.The dates should be within the start and end effectivity dates of the price list. entering 5 increases list prices by five whole units of currency. 6. this is the product precedence. If you leave any of the fields blank. you can specify a category so that only the price list lines for the selected category are adjusted. when adjusting by an amount. 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. 7. item category sets. For example.
This is not to be confused with the Receivables Transaction Type. This allows you to have both order and return lines on the same order. 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. which is a completely different object. ■ A workflow process can have an unlimited number of activities. In this document order type is used synonymously with order transaction type and line type is used synonymously with line transaction type. manual or gapless) and the beginning order number. A document category is a specific type of document such as a sales order or a purchase order. In graphical format you can see not only the activities that the workflow has completed but also the activities that still require completion. ■ You can view the status of the workflow on an order or order line in either tabular or graphical format. layout templates. . You can also associate various values like transaction phases. 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 Order Management when you create an order transaction type the system automatically creates a document category with the same name.17:43 Transaction Types are used to associate workflows for various phases of sales document (sales orders or sales agreements) processing. These are used in many Oracle applications for key entities. 12/30/2008 . This is used to assign the numbering sequence to the order type. 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. ■ You can create new workflow activities from custom PL/SQL code. ■ There is no limit to the number of custom workflow activities that can be defined in Order Management. Transaction type is the generic term that refers to both Order Transaction Types and Line Transaction Types in Order Management.Transaction Types Submitted by Anonymous on Tue. This makes it very easy to extend OM. 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. ■ A workflow process can have subprocesses.
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.
12/31/2008 .Assigning Workflows to Transaction Types Submitted by Anonymous on Wed. drop ship orders.10:31 Select appropriate workflows for your order type and line types. Enter the order type. the line type and the item type determine the workflow that a line will have. The item types are based on the definition of the items in the inventory module and include values such as standard item. Several header and line workflows are seeded. Press the Assign Line Flows button. You can perform all standard OM processing including orders. . orders for configured items and orders for assemble to order items using only seeded workflows. kit. The combination of the order type. For this reason. You may also define your own workflows if you need additional steps (such as notifications) or additional processes. The line types are the ones that you defined. 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. If you leave the item type blank the workflow process that you define will be used for all item types. and PTO model. returns. you define the line workflows from the order type workflow definition window.
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. ■ Data Access Edit enables you to edit and view the data . you can select the following data access controls that control edit and view access to shipping entities such as trips. lines/LPNs. stops. for example.Defining Roles and Users Submitted by Anonymous on Mon. This is useful. 01/05/2009 . Define Roles For each role.e role1 can have view access to few things and edit to the rest. 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. After that we give grants to different users to the defined roles. deliveries.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. First we define roles with different permissions of all the available functions in shipping execution form i.
you can quickly enable or disable actions by selecting the Disable or Enable Actions button.■ 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. Set up -> Shipping -> Grant & Roles Defination -> Roles . You can create customized roles by defining the access controls you want. During the set-up for each role. edit-only. or a combination of view and edit access depending on the set up of the role.
an end date A grant can have one or all inventory organizations. the start date and optionally. The role is assigned to a user by a grant. and effective dates for the grant. The grant is specific to a particular user and defines the role(s) assigned to the user. If the user’s activities span more than one organization. the stock picker can pick across all organizations. for example. the organization where the grant is effective. if you do not select a specific organization. Set up -> Shipping -> Grant & Roles Defination -> User . then separate grants for each organization must be created to associate the user. If an organization is not specified. Alternately. the user’s role. the grant is applicable to all organizations. a stock picker who pick releases across multiple organizations (but not all).Granting a Role to a User You can grant a user a role in one organization or all organizations for a period of time.
Shipping parameters are organization specific.Shipping Parameters Submitted by Anonymous on Tue. pick release rules.00:10 You can define the default values for basic shipping information such as units of measurement. volume. 01/06/2009 . pick slip grouping rules. ■ 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. and delivery grouping rules. and the unit of measure used for percent fill basis calculations. weight and volume calculations. release sequence rules. and printing parameters .
container volume calculations.■ Shipping Transaction: You can define automatic or manual weight and volume calculations. and goods dispatched (COGS) account . container inventory control.
■ Delivery Grouping: You can define how to group delivery lines for a delivery .
you may not want to enforce the selection of a ship method. or the Sales Order window. . if a ship method has not been entered. Select the Enforce Ship Method check box to enforce that a ship method (carrier) is entered and recorded for each shipment. You can enter the ship method in the Confirm Delivery window.12:26 Global General parameters enable you to define miscellaneous parameters and unit of measure (UOM) defaults for all of your organizations. 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. if your organization uses the same ship method (carrier) for all shipments. then an error message is displayed at ship confirm and you are prevented from ship confirming until a ship method is entered. Cleared: The ship method is not enforced at ship confirm and an error message is not displayed. the Delivery tab of the Shipping Transactions form. 1. For example. 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. 2. 03/19/2009 . Allow Future Ship Date. Selected: During order processing.Global Parameters Submitted by Anonymous on Thu.
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. if you defer the Inventory Interface. Select Consolidate Backordered Lines if you want to consolidate a line that was split and subsequently backordered. 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--> . Cleared: The interfaces are run automatically at ship confirmation. the inventory tables are not updated until you manually run the Inventory Interface in the Shipping Interfaces window. 5. The Weight Class default controls:<!--EOLOC wshsetup_1014033--> • Default weight UOM in deliveries. 4. Within the Global UOM Defaults region.Selected: You must manually run the interface to update the interface tables. For example. The line will be automatically consolidated with other backordered lines that it was part of originally.
Default Order Type .15:22 Following options are available in new system parameter setup 1. Allow Multiple Payments 2. 3. Item validation org . 03/17/2009 .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.System Parameters Submitted by Anonymous on Tue.
Define a Ship-Container Load Relationship OM Responsibility: Shipping -> Setup -> Container Load Details Container Item. Item Status: active Under Pysical Attributes Weight UOM: Pounds.Container setups and process Submitted by Anonymous on Tue. Master LPN.1 Manual Packing Delivery Select Order line 1 Actions: Select Pack option and Click on Go button Select the created container from the LOV. for the line 1. Create containers Items -> Master Items Coose the Inventory Organization Under Main tab. Delivery. Maximum Quantiyt. Voulme UOM: Cubic Foot. On the shipping transactions form. Primary UOM: Each. Load Item. Preferred Flag Process Flow 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. Maximum Load Weight: 2. Check the LPNs names created and Close the form. UnitWeight: 1. 2. UnitWeight: 1. click on Details button Check values for Line. Minimum Fill Percent: 50 under Order Management tab Shippable flag: Checked Assign it to the inv organization. Internal Volume: 2.18:07 Setups 1. Parent LPN should be the one you selected above and Master LPN could be Null or the same value as above . Parent LPN. Base Number and Click on Ok. Container Flag: Checked. Container Type: Choose a value from the LOV. 06/30/2009 . Name Prefix. 2.
Click on Done button 2. it should be also one line under content. for each one of the LPNs. 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. 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. Delivery.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 3.2 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 & Master LPN. Check Item Name and Quantity .
Examples of Service Level include: next day air. Select Web Enable if you will be assigning this ship method in Oracle iStore. Select Enable if you will be assigning this ship method to organizations and to deliveries in Oracle Shipping Execution. You must set up each carrier’s information as a party in Oracle Shipping Execution before shipping goods. 9. Truck-LTL-Ground. suppliers. After you enter each Service Level and Mode combination. Select the Service Level for this carrier. Select the Mode (of transportation) for the carrier. ground. 10. 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 should assign a carrier to each delivery. Enter the Name and Short Name for the carrier. You also must associate a general ledger account with each carrier to collect associated costs.Freight Carrier Ship Methods A freight carrier is a commercial company that transports shipments to and from customers. 4. 7. 11. and internal organizations. 5. . 6. Enable the Active and Enable Manifesting check boxes if applicable. and next day air early AM. 3. Save your work. Enter the carrier’s Default Currency. 8. enter the standard carrier alpha code. In the top portion of the Main tabbed region. 2. for example. In SCAC Code. Oracle Shipping Execution assigns a ship method and displays it in the Ship Method field. The format of the generated ship method is <carrier short name>-<transportation mode>-<service level>. Navigate to the Services tabbed region. enter address and site information for the carrier. Navigate to the Carriers window.
You can add multiple freight costs to a shipment from the list of allowable freight cost types that you define. the freight charges are converted to the order currency through Oracle Receivables. you can create different insurance costs under the insurance freight cost type such as liability insurance or shipping insurance. These amounts are applied at ship confirm or once a delivery line is planned(Action LOV in transaction form). You can also define multiple freight costs for a specific freight cost type. 01/12/2009 . If you want to pass freight costs entered in the Shipping Transactions form to Oracle Order Management for invoicing. if you want to track different types of insurance. When you add freight costs at ship confirmation for a foreign currency order.Freight Costs Submitted by Anonymous on Mon. For example. then you have to set up a pricing modifier. Cost type -> Fright Cost types . If you use your functional currency. Navigation : Setup -> Shipping -> Fright carriers. you can use either your functional currency or the order's foreign currency.13:46 You can define allowable freight costs and suggested amounts for shipments.
12:26 Within the Inter-Org Shipping Methods window. 01/12/2009 . you can specify the Ship Method. .Shipment Transit Times Submitted by Anonymous on Mon. Load Weight and the Volume Capacity for any movement between two location types. 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. Reports Submitted by Anonymous on Thu.com/user-guide/order-management/setup-steps-xi-docum. 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. or the documents can be created individually from the document request menu.oracleug. 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. 1.Shipping set up Submitted by Anonymous on Thu. A Delivery must meet the following prerequisites in order for a Bill of Lading to be created. ... This is a standard report and is attached to a document set. 2. 03/19/2009 . 01/08/2009 .13:18 There are few document related setups which are of prime importance in order management.12:07 Here we 'll discuss all the required setups for shipping exceution. We would learn all of them in this chapter. The documents should also be generated automatically when you click Generate BOL and Create Packing List. 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. • Documents • Reports Documents Submitted by Anonymous on Thu. 3. Pick slip report – Generated after the end of pick release.14:23 There are 5 reports that are mostly used in picking and shipping process.
Commercial Invoice: Apart from the Excise Invoice. In short. the commercial terms as agreed between the Seller and the Buyer. Excise Invoice(India Only): As per the Excise rules. The sum value of this document is taken for calculating the levies like Octroi and for payments to the seller by the buyer. like the Base Value. . Transport and Handling Charges. Discounts/Mark-ups if any. The base value can be either the manufacturing cost of the goods or Maximum Retail Price as prescribed by Excise Rules. This documents shows the details about the Excise duty levied. etc. etc.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. another document called 'Commercial Invoice' also accompanies the consignment.4. Applicable Abatement if any.Basic excise Duty. Secondary and Higher Education cess. This document shows the commercial details of the sale like Basic Price. at item level and as an aggregated sum at the bottom of document. 5. a document called 'Excise Invoice' has to accompany the consignments to the customer. Education Cess. These values are shown at item level as well as the aggregated sum at the end of the document. VAT/CST as applicable.
If this option is not selected. 6. the system will create deliveries for delivery lines that are staged but not yet assigned to a delivery.11:44 You define Ship Confirm Rules within the Ship Confirm Rules window. Optionally. select an Effective date. 7. Within the Trip Options region. 01/12/2009 . Shipping -> Set up -> Ship Confirm Rules 2. If this option is selected. Enter a unique rule name in the Ship Confirm Rule field & Optionally. Select one of the following options: ■ Ship ■ Backorder ■ Stage ■ Cycle Count 5. 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 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. To define a Ship Confirm Rule: 1.Ship Confirm Rule Submitted by Anonymous on Mon. delivery lines not assigned to deliveries will not be considered for ship confirm using this rule. and subsequently perform the other operations defined by this Ship Confirm Rule. select a Document Set that will print with the shipment. Determine whether you want to Create Delivery for Staged Quantities. Navigate to the Ship Confirm Rules window. The Ship Options region also enables you to determine the action to perform with Unspecified Quantities. These options include the following: ■ Set Delivery In-Transit ■ Close Trip ■ Defer Interface ■ Create Bill of Lading 8. 3. .
. Decide the report needs to be run after the pick release/shipment. Assign the reports in the documents with the correct sequence 4. Shipping document sets are used to run and print a standard/customized report at the end of picking/shipping. Steps of the processes are given below 1. 2. If required then develop a customized report. ■ Pack Slip only (at ship confirm): You can set the default in the Document Set field of the ship confirm window.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. ■ Ship Confirm documents: You can set the default in the Document Set field of the ship confirm window. 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. 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. 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.
If these exceptions are not handled promptly or properly. or customer.Shipping Exceptions Submitted by Anonymous on Sat. LPNs.14:54 During the shipping and transportation of goods. deliveries. Tracking exceptions can also be helpful to identify and correct defects in the business process. The seeded exceptions are logged automatically against delivery lines. it could result in reduced customer satisfaction and loss of business and revenue for a company. and trip stops when specific change management events occur. 12/19/2009 . unforeseen shipping exceptions can occur that conflict with the actual requirements of the shipper. The change management events are shown in the descriptions below: . transportation carrier.
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.
Submitted by Anonymous on Wed, 12/16/2009 - 16:36
This chapter covers the following topics:
• Processing Constraints • Versioning • Audit Trail • Open Interface Considerations
Require all return orders. • Changes based on a group of conditions. • More than just what can be updated. or raising an Integration Event. Who can make changes based on responsibility. Examples: 1.) A custom message can display when an attempt is made to violate a constraint. identified by order type = Return. You can also control the update operation down to the attribute level. For example. your company requires that one sales order can relate to only one customer purchase order. The conditions must be collectively true for the constraint to fire or prevent the changes. 4. They can define actions that can result from these changes. The following operations can be controlled: Create. A constraint (rule) may apply to all responsibilities. given a set of conditions. 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. For example. 5. which means that you can call your own PL/SQL code to evaluate the condition. • Processing constraints can prevent certain changes. A condition may also be based on a custom API. but can also be set up to perform actions based on those changes. 3. update. to only a list of constrained responsibilities or to all except a list of authorized responsibilities.Processing Constraints Processing Constraints enable you to control changes to sales documents in Oracle Order Management. triggering an action in Audit Trail or Versioning. No one can add a line to an order after any of the lines on the order have been invoice interfaced. . Order Management > Setup > Rules > Security > Processing Constraints. such as requiring a reason for the change. and split all at the entity level. Only the Customer Service Manager can change the discount percentage on an order line after the line has been shipped. given a set of conditions you may not want to allow a user to create a new order line. cancel. • Processing constraints are rules that control who can change what and when they can change it. No one can change the customer purchase order at the line level. to be shipped to a central returns processing facility. A reason is required to cancel an order line after it has been booked. 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. you could choose to allow update to the warehouse field of an order line but not to the price list field. delete. 2. Defining Processing Constraints Navigate to the Processing Constraints window.
You may enter a value here. Constraints The Constraints region is where most of the details of a processing constraint are defined. Update.2. Any one of the OM entities are the valid values for the entity field. For instance. 1.Note that the window is divided into several regions. All attributes are not constrainable.1. but you cannot change the seeded constraints with the system check box marked. 1. therefore processing constraints will not execute for such attributes. and Split for the Order Line Entity only. This is used for querying—you cannot create new entities. If the Attribute field is left blank the constraint will be in effect for all the attributes of the entity. and Delete for any of the entities. or update the constraints that were created for your company. and the constraint will only apply to that field. . even though the operation selected is UPDATE. 1. For instance you may define a constraint that affects only the warehouse field on the order line. The top region has fields for the Application and the Entity. you may define a constraint which prevents updates to any of the fields of an order line. The region enables you to view the seeded constraints. Please note that only when constrainable attributes are updated. processing constraints execute. You can create new constraints. When you query an entity you will see all the constraints defined against that entity. Operation Field The Operation field can have the values of Create. Attribute Field The Attribute field can only be used if the operation selected is UPDATE. view. Cancel for Order Header and Order Line entities only.
The possible values are: • Never after Insert: You can change this field only if the entity has not yet been saved to the database. The system changes here refer to an attribute initially getting a default value or being re-defaulted when a source attribute changes.6 User Changes Field Use the User Changes field to indicate when the user performing the operation is constrained.1. Example Assume that both versioning and audit constraints apply to update of price list. if audit constraint is on a different attribute like update of payment term and you change the payment term and price list. 1.4 Applies To Field The Applies To field is used to define whether the constraint is applicable in the Negotiation or Fulfillment transaction phase.3 Action Field The Action field allows you to select the action to be taken if the constraining conditions are met. Note: There is no unique Require Reason action. 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. This is applicable only for attribute or field level UPDATE operations. 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.5 System Changes Field Use the System Changes field to indicate if system changes are allowed even if the constraining conditions are met. 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. This is applicable only for attribute or field level UPDATE operations. • Always: System changes are always allowed on the attribute 1. However. both version and audit history are captured. This is the default value. then it is applicable to both phases. This . If the field is blank. Only version is captured as it takes precedence and audit history is not available for this update.
and for what . even if the entity (for example an order) is being created for the first time. 1. Reports of comprehensive audit trail updates of Oracle Order Management are generated using Processing Constraints. or list of responsibilities attached to these constraints cannot be modified. • Always: You can never enter a value for this attribute. action. additional validation conditions can be included as long as they do not have the same group number. This allows conditions to be temporarily disabled if necessary.16:45 Audit Trail records and tracks updates to specified order attributes as they occur. and the Audit Trail Consolidator concurrent program.is the default value. 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. 1. 12/21/2009 .8 Enabled Field The Enabled field indicates whether the current Condition is active. Note that if all conditions are disabled and the constraint itself is not disabled. 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. a system parameter. field. System constraints help prevent data integrity problems and cannot be updated. • Audit Trail • Versioning Audit Trail Submitted by Anonymous on Mon. Lookups. You can define new processing constraints that specify when. However. Current Processing Constraints functionality enables you to specify exactly what business functions. Any operation.
• The differences between Version Control and Audit Trail include: 1. Finally. Setups • Enable audit trial in system parameters. Once the constraints are defined. Quotes and Blanket Sales Agreements but audit trail is ONLY applicable to Sales Orders. who made the changes and when.attributes of an order. Version Control records the entire business object. Example Business requirement is that whenever the currency code is changed in sales order header an audit trial needs to be generated. not during the negotiation phase. Whereas. If a change is made to an attribute that has been defined as requiring a reason to change it. Version control applies to all sales documents including Sales Orders. 1. 3. audit trail can be viewed on line once a report has been generated. Version control can compare against previous versions where audit trail cannot. 2. Version Control can be viewed on line whereas. allowing users to view the changes to the document real time and online. • Audit trail captures changes within a version but version control captures changes that increment a version. then the user is prompted to select a reason code from a user-defined list. Versioning V/S Audit Trial • Versioning works in conjunction with audit trail only when the transaction enters the fulfillment phase. Process Flow Oracle Order Management gives businesses the flexibility to audit as much or as little of their order process as they require. 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. • The audit trail may track all sales order changes that may not necessarily constitute revising the sales order to a new version. audit trail updates are recorded. You cannot track a single change with both Versioning and Audit Trail. . queries can be run or reports produced to show what actual changes have been made to auditable attributes. users can enter and change orders as they always have. The user must decide what method they wish to use to track the change history. 4. Audit Trail records a single change in order to capture who made the change and what the change was. The Order Management system parameter Audit Trail must be enabled to use this feature.
Process • Change the currency of the sales order. Set the OM System Parameter Audit Trail. select from the list of values: "Enable when Order is Booked. • Run the request Audit History Consolidator with correct parameters • Verify the record in audit history window Setups 1. Select Generic Parameters from the list of values. Navigate to Order Management > Setup > System Parameters > Values." 2. For the Audit Trail Parameter.• Set up Processing Constraints to indicate which attributes on the order you want to have audit trail recorded for currency change. 2." or "Disabled." "Enable when Order is Entered. Set up Processing Constraints to indicate which attributes on the order you want to have audit trail recorded for . Select your Operating Unit.
quotes and Blanket Sales agreements. Schedule the Consolidator program (Audit History Consolidator) to run periodically to make audit information available to query and report. Versioning is currently available for sales orders. 12/21/2009 . 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.this menu option will be created through seed data. There is support for both manual versioning as well as automatic versioning. Versioning Submitted by Anonymous on Mon. 3. Versioning includes the following: . 4.Create some new Validation Templates if you have specific conditions to control whether or not to record audit information.
Version history maintenance and comparison 4. managed. price list. This feature offers: 1. you must set up the appropriate processing constraints. Validation of version number 3. Version generation 2. Searching prior versions 5. You can increment the version number Versioning whenever there is a change in order quantity. 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. Reasons and comments for versioning 6. If you want to enable automatic versioning. By using the processing constraints and workflow activity. For example. you can determine when to increment the version and which statuses are available to version. . viewed and compared. For example. Quotes and Blanket Sales Agreements. or other attributes. Tracking Clause versions in Blanket Sales Agreements 7. required date. API’s and Order Import: Versioning support for sales transactions created or updated from multiple modes • Versions can be created. you can increment a version only when specific attributes of the transaction are changed/updated. Version Generation Versioning is manual by default. payment terms. you can use validation templates to drive versioning by transaction type as a condition.• Version Control: Capture of changes and updates made to Sales Orders.
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. following the document number ■ Update manually at any time. 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. Version generation functionality includes: ■ Manual / Automatic option ■ Version number as a whole number and as separate field.You can link versioning control to workflow activities statuses. This may occur with complex products that are frequently redesigned to meet customer requirements. 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. .
However. quotes or blanket sale agreements at any time with the copy feature.Versioning maintains the history of previous versions. 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 . when the active version is changed.
Notes • Holds are assigned a Hold Type and are authorized for application and release for specific Responsibilities. return. as well as.Holds Submitted by Anonymous on Sun. you are placing a hold on the order. such as a credit check hold. pack. Holds can be applied manually or automatically based on a set of criteria you define. Hold Sources . You can manually send a notification through Oracle Workflow to specific individuals when an order hold is applied. Order Management enables you to hold an order. you can track and view history information on holds at the order and/or line level. 01/04/2009 . order line. Additionally. A concurrent program can automatically release holds based on the Hold Until date. • Holds may be designed to be applied automatically. • You can define holds that are effective only at certain steps of the order or line workflow. In release 11i Oracle Order Management. or may be applied manually based on a set criteria you define. or ship activities. holds that apply regardless of the stage in the order’s flow. or return line from continuing to progress through its workflow by utilizing the holds feature. Holds can be defined to be specific for pick. applying and releasing holds can be performed directly from the Sales Order Pad.21:49 When you prevent further processing on an order through an exception.
or both (which you may want if you have long lead times between Booking and Shipping). 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 . returns. order. warehouse or customer site (bill-to and ship-to locations).e. and to new orders or lines meeting your criteria. customer. A hold source is the combination of a parameter (i. Hold sources are valuable when you want to hold all current and future orders for an item. For example. or their lines from the Order Organizer window. at Shipping. you simply remove the hold source for the item. returns. Once the item is available. or their lines that meet your hold source criteria. Hold only new orders. returns. or their lines. In the Transaction Order Type set-up you may opt to have Credit Checking occur at Sales Order Booking. you create a hold source to hold an unreleased item. returns. Credit Checking You can automatically prevent shipping of products to customers with unacceptable outstanding credit exposure using automatic credit checking. customer. item.Hold sources allow you to apply a particular hold to a group of existing orders. wh) and hold name that you specify. and all holds on individual order lines are released. order. Hold some existing and new orders. or their lines that meet your hold criteria. A hold source can: • • • Hold all existing and new orders.
returns. Hold Release Holds are released automatically when you supply a hold expiration date. These limits may default in with the Profile Class or be manually maintained in the Profile: Amounts alternate region in the Customer Master. which is specific to an individual sales order. Releasing a hold source release all the orders. and why. and lines to which that hold source applied. You can determine balances to include when calculating total credit exposure. the Order can proceed along its workflow. and set total exposure limits for a customer or customer site. You must define a Credit Limit which is the total limit at any one time for the Customer. the date it was applied or removed. Also. as well as an Order Credit Limit. Oracle maintains a complete audit trail of credit check holds so you can track who applied or removed each hold. 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.You must define Credit Limits for each of your Customers. 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. Once the date is reached. . Oracle uses all of these criteria to place sales orders on Credit Check Hold.
or agreements. You can also apply discounts. control the lowest level price that may be given in order to comply with General Services Administration Agency (GSA) regulations. and apply freight and logistics .Basic Pricing Submitted by Anonymous on Wed.13:03 The Basic Pricing component of Oracle Order Management provides the capability to price orders according to price lists. 12/31/2008 . pricing formulas.
. In OM the pricing engine prices the items after the order is entered or booked (depending on the pricing setup). Once the order is booked. If it is a shipping item and the quantities are available. the order is processed by SE. During shipping. it proceeds through the workflow process. the freight and special charges can be calculated and the price of the item is adjusted accordingly.related charges to orders.
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. From the pricing request. qualifiers. products and pricing attributes. The pricing engine works through open APIs to provide the pricing results to the calling application. formulas. resolve incompatibility issues. the pricing engine evaluates the appropriate modifiers and price lists. retrieves the list price. • Price List . The search engine receives pricing information from entities like price lists. and calculates the unit selling price and adjustments. 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. It consists of a search engine and a calculation engine. modifier.
which will then determine the pricing action. option class and options should be selected and displayed on price list. you are able to default values directly into the SO based upon which price list has been selected for the order.15:11 Price List Concept A Price list is useful for maintaining the prices and other pricing details of products and services. freight terms and freight carrier are available on the price list form. You can call up a price list and add/edit/delete related items and item categories. By defining the OM defaulting rules to use these fields from the price list window.• Pricing Agreements • Pricing Formula • Modifiers Price List Submitted by Anonymous on Thu. Price List Form Details . • The pricing engine requires that all items. models. services. • It serves as a repository of items with their related pricing details. 01/01/2009 . • Fields such as payment terms. • You can also use the price list to define attributes for the products.
Rounding factor of +2 indicates rounding to the nearest hundred. If you enter a negative number. If you enter a positive number. Rounding factor -3 indicates rounding to the nearest thousands (for example. for example 107 rounds to 100). If you enter zero.101). you affect more columns to the left of the decimal point. you can record transactions in different currencies by defining a price list for each currency. However. Other applications can call an inactive price list and use relevant information.Price List Currency For international sales. right of the decimal point. Multi-Currency Conversion Lists For pricing in different currencies.. . 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. you increase the number of characters to the Note: The pricing engine does select inactive price lists when doing a pricing request.1007 rounds to . After entering the currency for an order or return. multi-currency conversion lists enable you to maintain a single price list for multiple currencies. 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. you must choose a price list in the same currency.
enter a value in the Value field. 4. When the pricing engine is trying to locate a price. Enter Value and Formula as follows: ■ For inventory items. Save your work Copying a Price List . Select Primary UOM if this price list line UOM is the primary pricing unit of measure for the item. Enter a numeric value in Precedence. 6. Depending on the value of Product Attribute. the pricing engine uses the highestprecedence secondary price list (the secondary price list with the lowest value for the precedence field). this is the product precedence. the pricing engine uses the price on the secondary price list. Line-level discounts and modifiers that apply to the primary price list do not apply to the secondary price list. Product context is always item. 3. If an item appears on both the primary and a secondary price list with the same effective dates. it uses precedence to resolve conflicts when it selects more than one price list line from a price list. Primary and secondary price lists have the same currency. Use Unit Price for inventory items and either the Unit Price or Percent Price for service items 4.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. Select an Application Method. The result of the calculation changes the value of Value. If you enter a static formula. 5. select an item number or an item category for the Product Value. 2. Enter the starting and ending effectivity dates of this price list line in Start Date and End Date. If Application Method is Percent Price. 5. ■ Enter the name of a previously defined static formula in Static Formula. 7. If Application Method is Unit Price. enter the base list price of the item. The dates should be within the start and end effectivity dates of the price list. If the item that you are ordering is not in the primary price list. enter the base list price of the item in Value. you must submit the concurrent program Update Formula Price’s to calculate the value. 3. Enter the price list line details as given below 1. ■ For service items. 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. 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. 2. 1. Select a UOM (unit of measure). If an item appears on the primary price list but is not active (the effective end date has passed). the pricing engine uses the primary price list to price the item.
when adjusting by a percentage. You can adjust prices for the entire price list or selected items. 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. Only active price list lines (those with an effective end date later than the current date) can be copied. Adjusting a Price List Use this process to adjust the prices for a price list. entering 10 raises list prices by 10 percent while -10 lowers list prices by 10 percent. If you leave any of the fields blank. Entering -5 decreases list prices by five whole units of currency. ■ Amount: Enter a value to adjust list prices by a fixed amount. you can specify a category so that only the price list lines for the selected category are adjusted. when adjusting by an amount. For example. You can define your criteria further by selecting the item status or creation date of the items to adjust.You can quickly create a new price list by copying an existing price list. item category sets. and item categories. entering 5 increases list prices by five whole units of currency. For example. . pricing adjusts the price list regardless of that field.
When pricing. still check for product and pricing attributes in the price list associated with the agreement. payment terms and freight terms that you negotiated in the agreement. The pricing engine.Pricing Agreements Submitted by Anonymous on Sat. will however. 03/21/2009 .23:52 Oracle Order Management enables you to establish agreements with your customers that let you define the prices. 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. .
Agreement 1. . Use a naming convention that is consistent and meaningful. In the Agreement tab. Consider using separate naming conventions for Standard Agreements versus Pricing Agreements. enter an Agreement Name.
If you want this Agreement to be used only for a particular customer and their related customers. If you want this agreement to be available for any customer. The customer number displays in Cust Number. Enter a Revision number. 4. Once a Pricing Agreement has been saved. Alternatively. leave the Customer and Cust Number fields blank. you can enter the Customer number in Cust Number field and the customer's name will default to Customer field. Select from: Pricing Agreements using Standard Price List . meaningful naming convention should be considered and business practices established. This field is optional. Select an Agreement Type to classify agreements by type for reporting or control purposes. 3.2. Pricing Select an Agreement price list type from the Price List Type field. you cannot update or change the value for Price List Type. A consistent. Enter an Agreement Number. The Revision number defaults to 1 at setup time. enter the customer name in Customer. Additional versions of the same agreement can be maintained by updating the revision number for each new revision.
• 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. and the values will be used as defaulting sources for any orders using these agreements. Freight Terms 6. the price list must be an existing price list. you can create or make changes to price list lines. Comments . Currency 3. Rounding Factor 4. and additional fields within this window will default from the standard price list selected. Freight Carrier 5. and you can enter values for: 1. Description 2. You can update the defaulted fields in the Agreements window. Note: If you select Agreement Price List.
Select the Payment Terms. 2. Enter the Bill To contact in Invoice Contact. 6. 4.Payment 1. enter a default Accounting Rule. Enter the Bill To name in Invoice To. Enter the Bill To Address. Enter an Invoicing rule. 5. 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: . In the Rules region. 3.
If you entered a customer item which is associated with more that one inventory item. 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. Enter base price in Value. Select Unit Price for the Application Method. 6. 2. it accesses the unit of measure conversion tables to convert CS to EA. 8. Enter a UOM (unit of measure). Enter a Customer Item number. When the pricing engine receives an order in unit of measure CS. 9. Select Price List Line in Line Type.1. Select Primary UOM if this price list line unit of measure is the primary pricing unit of measure for the item. . Enter the effective Start/End Dates. When you enter a customer item. Enter a customer Address and Address Category. 4. Enter an inventory item number in Product Value. For example. a price list has two price list lines for item A11111. 3. 7. Note: You cannot enter an item category in Product Value. you must select the correct inventory item for the agreement line. Customer item is a pricing attribute. one with unit of measure EA—the primary UOM—and one for boxes. 5. pricing creates one pricing attribute and one product attribute for the agreement line for the customer item and its corresponding internal inventory item.
Enter the effective Start and End Dates. 13. 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.. 11.10. if a customer buys 10 items the price is $20 per item. 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. all the items within the category are eligible for the price break. In Basic Pricing. For example. you can use Point Break as the Price Break Type. Enter the base price in Value. This calculates the price based on the price break bracket in which the total quantity falls. but if the customer buys more. Select Unit Price as the Application Method. 12. and is only available if Agreement Price List has been selected as the Price List Type. Note: If you define a price break for an item category.
Primary UOM. Complete the Agreement header information as outlined in the preceding section. if you ordered 14 units of Item A11111. 2. • Revising an Existing Agreement • Usage of price agreement . So the price for all units is the price defined for Price Break 2. 5. Enter the Break UOM. Product Value. You can only set up price breaks for an Agreement Price List. For the agreement line. The total price is calculated as follows: Total price = 14 * $19 each = $266 To define price breaks: 1. complete the values (where required) for Customer Item. Note: You can create price breaks only for Agreement price lists using the Pricing Agreements window. 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. Address Category. Enter the effective Start and End Dates. Address.For example. Select Price Break Header as the Line Type. You cannot create price breaks in the Price List window. Select Unit Price as the Application Method. the Line Type. In the Pricing tab of the agreement. 4. and UOM. the total quantity falls into the Price Break 2 bracket where the unit price is $19. 6. 7. 3. ensure the Price List Type is Agreement Price List. Product Description.
you can simply update the existing agreement and save your changes. you can create a new revision. 03/22/2009 .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. However. . Note: You must end the current revision before creating a new revision.Revising an Existing Agreement Submitted by Anonymous on Sun. When a revision is created. 2. Only one revision can be effective for a given range of effective dates. An agreement can have multiple revisions but the effective dates cannot overlap. and then you can manually create a new revision with a new revision number. a new version of the original agreement is created. Once the new agreement revision is created. 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. you can update the agreement header information. You must determine when changes warrant a new agreement version. and 3 to number your revisions.
Usage of price agreement Submitted by Anonymous on Fri. payment terms. fright terms . 03/27/2009 .23:57 Price agreement can be used while entering a SO and in that case price list.
You can use them to: . 03/22/2009 .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.Pricing Formula Submitted by Anonymous on Sun.
You can specify one or more pricing attributes and assign them to a product or service. you may use the formula 1*2 to calculate the price of a glass item. Price list line: The price of the item in a specific line number of a specific price list. For example. Pricing attribute: The absolute value of a pricing attribute (such as thickness or height) of an item. Step 1 is a pricing attribute for thickness and step . List Price and Price List Line are supported Formula types for Advanced Pricing. and level of service are examples of pricing attributes.• Create a price from a computation as an alternative to entering prices in a price list. Distance. age of a related product. For example. product family group. customer class. You can define as many attributes as you need to meet your pricing business needs. • Calculate a price adjustment. you can instruct the pricing engine to calculate a discount by attaching a formula to a discount line. 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. At order entry time. the pricing engine evaluates the attributes you have specified during formula setup to calculate the price. Pricing attributes are characteristics of products and services that you can use to determine the price of a product or service.
1 and 0. /. and / as mathematical operators • SQRT as a built-in function • Parentheses to group the operands and operators For each step number. Factor List: You can also relate multiple factor conditions. it does not use the face value of the step number. you can: • Create a step number in the formula expression.8 mm AND the length of the glass is between 0. It refers to the formula line and evaluates it to obtain the value of the operand. and * • Built-in functions: NVL. if the base pricing attribute for glass thickness is between 0.3 is the value of the thickness attribute of the glass then the pricing engine evaluates the formula as 0.5 and 2 m. The formula lines provide details about each part of the formula. apply the factor of 3 OR if the base pricing attribute for glass thickness is between 0.3*100 which is 30. To use a numeric constant in a formula. A formula is a valid mathematical expression used to determine the list prices of items and the discounts applied to those items.. Note: The concurrent program Build Formula Package should be run after setting up or changing a formula to improve performance. if 100 is the base price of the glass item and 0. the valid formula (1+2*SQRT(3)) / 4 contains: • 1.5 and 2 m. and 4 as operands • +. Creating a Pricing Formula You can set up and update formulas and formula lines in the Pricing Formulas window. and MOD • Operands: Operands are step numbers about which you provide more detail. Note: An operand is not a numeric constant. 2. For example. up to the limit of the field. In the previous formula example. When Oracle Pricing calculates a formula.4 and 0.2 is the list price to calculate the price of a glass item. 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. apply the factor of 5.3 mm AND the length of the glass is between 0. let the processing program calculate the price value) . You can repeat a step number in a formula. Numeric constant: A numeric value. create a formula line. The formula can contain any of the following: • Parentheses: () • Mathematical operators: +. • Assign the numeric constant to the step number in a formula line. 1+2*2. *. 3. This program can be accessed from the Tools menu within the Formulas Setup window. for example. -. SQRT. four formula lines are created since the formula has four step numbers. For example. You can use as many step numbers as you need.
You must run the update formula prices after entering your formula name in the static formula field on the price list. Link a formula to a freight and special charge modifier. Pricing Attribute and Factor list. Numeric Constant. . This concurrent request will use your formula to calculate the price that will populate the list line's value field. Basic Pricing uses the seeded pricing context which has up to 100 pricing attributes. With basic pricing you are restricted to three formula types.
• 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.
or Freight and Special charges are applicable to the List type. for ex. No: indicates that the entity is not available for the Modifier List Type.Modifiers Submitted by Anonymous on Fri. You can use the following line types: Discount: Creates a negative price adjustment. You can create three modifier list types in oracle pricing 1. the level at which adjustments are made. 01/02/2009 .13:30 Modifiers determine the adjustments made to the list price. or freight and special charges that the pricing engine applies to pricing requests.Only point price breaks are allowed in basic pricing modifiers. you define criteria that is common to all of the line level modifiers. then discount=5% ■The table below describes Modifier List Types and if Discounts. Price Break: Applies a variable discount or surcharge price adjustment to a pricing request based meeting the condition of a break type. you can create groupings of price adjustments. Discount List 2. . You can associate certain line types with each list type. A value of Yes: indicates that the entity is available for the Modifier List Type. etc. the following pricing decisions are: If item quantity = 1-50. ■Using modifier lists. Surcharge: Creates a positive price adjustment. how they are applied. how the modifiers are qualified. and freight and special charges that you offer and report together to meet various business needs. These are dependant on various business factors such as type of adjustment to make. Fright and Special Charges list ■Use modifier lines to define the type of price adjustments.At the list level. Surcharges. Surcharge List 3. Freight charge: Applies a freight charge.
an error message displays if you create a "Corporate" modifier in the Purchasing PTE. 3. if a modifier named "Corporate" is created in the Order Management PTE. In the Main tab. For example. If Global box is deselected. If multi-org access is NOT enabled. Enter a Number and Name for the modifier list. Note: The modifier Name should be unique across all PTEs (Pricing Transaction Entities) otherwise an error occurs. 2. This means that the modifier list can be used by all operating units for pricing transactions. The Global box is selected when the Pricing Security Control profile option is set to ON. operating unit field is displayed. the value does not have to be numeric. select the modifier Type.Create a modifier list 1. operating unit defaults from profile MO: .
the Automatic box is also selected at the line level. and the pricing engine automatically applies the modifier. Note: If you select Automatic for a list. If multi-org access is enabled. Enter the Start Date range. 6. operating unit defaults from profile MO: Default Operating Unit. 5. it is not eligible for that list's line level modifiers even if the lines have qualifiers for which the order is eligible. Enter Currency. This operating unit field cannot be updated by users. This is an optional field. .Operating Unit. Note: If you do not enter dates (start/end). 4. The use of this modifier is then only restricted to pricing transactions for this operating unit. If an order is not eligible for a modifier list. Users can over-ride this default and select an operating unit that they have access to as defined by MO: Security Profile. Creating List Level Qualifiers Modifier list level qualifiers help the pricing engine to determine who is eligible for the modifier lines. the list is effective from the creation date and does not become ineffective. Select or clear Automatic: • If selected. • If cleared. all the lines for this list default to Automatic. then the modifier must be manually applied.
If you select it. you cannot edit or change the Product Attribute Value for the line. Select or clear Automatic. Automatic for each line appears as selected but you . the pricing engine automatically applies this modifier. • Line: The pricing engine determines if the pricing request is eligible for this modifier by validating the request for each line. Once you have created and saved a modifier line. • Order: The pricing engine determines if the pricing request is eligible for this modifier by validating the pricing request header.Creating Modifier Lines Use this process to create modifier lines to define how the price is adjusted. someone must manually apply it to an order. Enter the Level. To change the Product Attribute Value for a line. It applies this modifier at the order level but prorates a percentage value to each line. It applies this modifier at the line level. you should end date the existing modifier and create a new modifier. Enter Modifier Type from the following: • Discount • Surcharge • Freight/Special Charges • Price Break 3. If you clear it. 2. 1. Note: If you select Automatic at the modifier list level.
You can allow manual application of discounts. . it is not eligible for the line level modifiers even if the lines have qualifiers for which the order is eligible. 4. surcharges. Once a qualifier is end dated. and freight and special charges line types. Incompatibility Group. 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. If an order is not eligible for a modifier line. If selected. Enter discount.surcharge information and freight charge information in appropriate tabs. and bucket will be defaulted to 1 for line level modifiers. Creating Line Level Qualifiers Modifier line level qualifiers help the pricing engine to determine who is eligible for the modifier lines. Select or clear Override. and Bucket will be dependent on the modifier level chosen. 5. the group having that end dated qualifier becomes invalid. the Incompatibility Group will always be Level 1 Incompatibility Group. you can manually change how the modifier is applied for each order.can change it. The values of Pricing Phase. For Basic Pricing.
Quoting draws all relevant information from the Order Management schema for use by the customer service representatives (CSR).15:52 A quote encompasses many stages before becoming a sales order or sales agreement. • Quick entry of order lines with minimum data entry as the information captured on the quote gets carried forward into the sales order. • Processing the quote with or without approvals. • Preparation of quote for assisted selling of products and services to customers and business partners. 10/08/2009 . These stages can include a draft. internal and external business approvals.Quote Submitted by Anonymous on Thu. customer negotiations. Using Quotes you can: . enabling a seamless flow from a quote status through a sales order. thus acting as a single point of entry into Order Management. Why Should Business use Quote? • The creation and management of quote as a negotiation tool and transitioning the quote to a sales order. Versioning can capture changes and the transaction seamlessly converts to a sales order or can be archived as a lost or expired quote.
modify.• Create. 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 . and select quotes • Configure complex products • Manually adjust quote prices • Perform real time global availability checks • Up Sell.
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 . 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. • Independent line flows • Cancellations – progress to LOST Status • Ship and Arrival Sets • Commitments • Quotes for returns or Internal Sales Orders • Sales Agreements . • After Customer Acceptance. Quotes transition to a sales order and Sales Agreements become Active.Workflows • Both Quotes and Sales Agreements(SAs) use the same seeded Negotiation workflows. • SAs do not capture an Offer Expiration date and therefore do not leverage this functionality in the Negotiation flow.
Approvals Submitted by Anonymous on Mon. "Standard A" and "Standard B. 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. E.g. the approval activity is only seeded in the Negotiation 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. You can use this to create an approval subflow. For the Fulfillment phase. Note: Currently. 01/18/2010 . approval related activities have been seeded in the OM Standard WF item type. we have defined two transaction types.12:22 This window is used to setup the list of the approvers (used for Quotes and BSA). You can define a different set of approvers for different transaction types and the transaction phase combinations. the approver can either: . which could be associated to the transaction type and/or transaction phase.
and all other terms from the PDF link on the workflow notification • You can view the summary information from the notification. 3. pricing/discounts. Forwarded from. and view the entire sales document from an attachment on the WF notification. including: Quote or BSA number. . Customer name. Description. Select the Negotiation Flow as Negotiation Flow . This gives more flexibility for setting up different hierarchical lists for different transaction phases and transaction type combinations. Create the quote and progress it. Total Amount • View the entire sales document as it would appear for printing. The status changes from Draft to Pending Internal Approval. • 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. 2.Generic with Approval. Go to WF Notifications and approve the quote. Complete Approval Flow 1.• View a summary or abstract from the workflow (WF) e-mail notification. including all products/services.
10/09/2009 . currency and line level details. The status of the quote changes from Draft to Pending for internal Approval. Save it and submit the draft. Once approved the status of the quote changes from Pending for internal Approval to Pending Customer Acceptance.Complete business flow Submitted by Anonymous on Fri. . transaction type. Create and Submit the draft Create an quote by entering the customer details. Approve the Quote The Quote needs to be approved by all the persons in the approval list of the transaction type. 2.17:30 1.
3. Setup: Transaction type . Customer Acceptance Do the customer acceptance and the quote 'll be converted to sales order with status Entered.
Submitted by Anonymous on Fri. 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. Note that when the transaction type contains both a fulfilment and negotiation phase there are some additional implementation considerations associated with set up. Depending upon the value of Retain Document Number the following steps need to be taken.com/user-guide/order-management/setup-step-22transa.. See Transaction Types @ http://www. 10/09/2009 .. These impact when and how document numbers are generated by document sequencing.15:17 Select the transaction type informations as shown in below form 1. use the category appended with "TTXXX-Quote" when creating and assigning document sequencing. 2. When an order type is created two categories are created.oracleug. for generic setup instructions.
only the transaction types that also have a negotiation workflow associated with it are displayed. Then optionally assign a default transaction phase. If the transaction phase defaults to Negotiation. 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. the transaction phase determines where in the workflow the ransaction starts. Sales Agreement Number. If you need to generate a new document number for the transaction in the fulfilment phase. Once the transaction is saved or lines are entered. . 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. 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. the transaction phase cannot be changed and the transaction phase field is non-updatable. quotes and SAs do not use line types and follow a header flow only. the fulfillment phase is automatically populated by the system.3. using the category with no appending text "TTXXX" • One for the category appended with "-Quote". Note: While Sales Orders lines are assigned a line type through which the transaction is processed. Note: The transaction phase can be changed up to the point of saving the transaction or before lines are entered. You can set the transaction phase directly on the sales document. 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. NOTE: Retain Document Number check box applies only to transaction types with Sales Document Type of Sales Order. In the absence of a default. Sales Agreements have only one document number. associated with the transaction irrespective of whether agreement is in negotiation or fulfillment phase. two document sequences need to be set up: • One for fulfilment. The transaction phase always defaults to Negotiation independent of the defaulting rules when the form is opened through the Quotes menu option. Transaction phase Quotes use: Retain document number Header flow assignment Transaction phase 5-6 Oracle Order Management Implementation Manual Layout and contract templates.
get customer final acceptance. convert quote to the Sales Order. Both can be converted to an order. get customer final acceptance. Prepare quote document. these flows can be associated to transaction types for both Sales Orders and Sales Agreements. and convert the quote to an order. In support of a quote the following Status types are predefined: • Draft • Pending Internal Approval • Lost . Quotes can be converted to sales orders in either the Entered or Booked status (if the booking activity is synchronous). • Negotiation Flow—Generic with Approval: Flow with Approval. You can choose one of the following generic seeded header-level negotiation flows.15:34 Quotes and Sales Agreements leverage the flexibility of Workflow to manage the quote life cycle. 10/09/2009 . Workflow flexibility allows you to tailor your Negotiation and Fulfillment phases to your specific processes. The seeded workflows are as follows: • Negotiation Flow . without approval.Workflows in Quotes Submitted by Anonymous on Fri. Prepares quote document. get management approval. There are two phases for workflow: Negotiation and Fulfillment.Simple:This workflow does not require any approvals nor customer acceptance. However the quote can either expire or get lost if it does not progress to being converted to an order. • Negotiation Flow—Generic: Simple negotiation flow.
Returns > Setup > Transaction Type > Define. The document must be approved by each participant in the list before the transaction is eligible to move forward in the workflow. or Finance. Legal. Business Practice. If the approver again fails to respond.Customer Accepted • Draft . • Navigate directly to the window: (N) > Orders. The user will receive a notification and must approve or reject. it can be submitted for approval. • Draft . The relevant documents can be routed to various people in the organization. If an approver is deleted from the list the notifications still need to be processed. If the approver fails to respond within the time limit.This status does not apply to Sales Agreements. . The list of approvers is defined at the Transaction Type level.Customer Rejected Seeded workflow that incorporates Internal Approval and customer acceptance After a quote has been put together. the system will either send the notification to the next approver (if the current approver is not the last approver). including people from Sales. If an approver is added to the list and any transaction is pending approval they will receive a notification. The Approver List can be accessed two ways: • From the Transaction Type setup window: (N) > Orders. for review. Returns > Setup > Transaction Type > Approvals.• Pending Customer Acceptance • Draft Submitted • Internal Approved • Customer Accepted • Offer Expired . Select the Approvals button to bring up the Approver List. or reject the notification based on the system parameter setup. the system will re-send the notification.
Order Header in Booked Status Order Line in Awaiting shipping Order in SE – Ready to Release 2. 01/17/2009 . Reservation (Reserve time fence) what actions 'll be taken depends upon the scheduling level setup done in transaction type. Configure the ATO/PTO item (not applicable in case of standard item) b. Packing 6. Create SO 1.Eligible (Applicable only in case of ATO/PTO Models) 2. Trip . Transact/Pick Confirm Order Header in Booked Status Order Line in Picked Order in SE – Stage confirmed/Released Backordered Pick List 4.13:07 A standard sales order moves through the following steps 1. Import Order Header in Entered Status Order Line in Entered Status 2.c. Create Delivery 5. Create Configuration Line . Allocation/Detailing 3.a. Book the SO 1. Create MO 2. Pick Release 1. Scheduling 3.Sales Order Flow Submitted by Anonymous on Sat. ATP Calculation 2. Create 2.d Supply Eligible Progress order Starts the process AutoCreate Final Assembly Orders for ATO/CTO 3.
Deducts on-hand quantity and debits Cost of Goods Sold.Line Status Interfaced . ii.Next Step Run Interfaces After ITS run Order Header in Booked Status Order Line in Shipped Status Order in SE .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. When scheduling the concurrent program. You setup the Workflow background engine when setting up Workflow in your environment. 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. which checks if all the lines are fullfilled or not. 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. Typically. notifications. 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. Order Header in Booked Status Order Line in fullfilled Shipped Order in SE . If all the lines are fullfilled then on next workflow back ground process run the lines will be moved to fullfilled status. wait activities and time out activities. W/O ITS run Order Header in Booked Status Order Line in Picked Status Order in SE .Line Status Interfaced . 8. the process accomplishes three main objectives: i.Next Step Not Applicable . Fulfill The workflow activity after the ship line workflow is Fullfill Deffered. Notes The Workflow background engine processes deferred activities. You also need to schedule the Workflow Background Process concurrent program to re-submit periodically. Progresses the order line to “Shipped” status so that it can progress to the next workflow activity. iii.7.Line Status Shipped . 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. So for fullfilling process just run workflow background process.
1. 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. 2.9. from entry to invoicing. Invoicing 10. 2. Workflow A basic order flow. 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 .
• Order Header • Order Line • Scheduling and Booking • Cancellations in Order Management • Order Import .
and update order information. • Set up your price lists. • Set up your salespersons. 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) . Main TAB Date ordered Customer & Customer PO Number Customer Ship to Customer Bill to Order Type List/Agreement Sales Person Currency Total Price (Tax. Receivables. and Purchasing. 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. as well as the status of orders. • Set up your order types. enter. You can enter header information for a sales order as you receive it. Order Management offers line level independence where you can capture regular orders as well as returns using the same window. 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. not necessarily in the sequence followed by the window's tabbed regions. • Set up your discounts. view.21:56 In Oracle Order Management. the Sales Order window enables you to organize. 01/03/2009 .Order Header Submitted by Anonymous on Sat.
Define header main information In R12 the Sales Order window allows you to enter orders in any of the Operating Units accessible to you. .
The order is Unbooked. However if you have enabled Cascading. 3. the lines get automatically updated. 2. Enter the customer ship to and bill to 4. The Price List you select must be an active price list. the . Select an Order Type for the order or accept the defaulted value. You can check these constraints from Setup->Rules->Processing Constraints 5. you should pick the appropriate Operating Unit from the list of values before specifying any other information. If you have access to multiple Operating Units. If there is no default value then all the fields except the Operating Unit will be disabled." 2. 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. Headers tab. You can set up a default for a PO number from an Agreement using defaulting rules. Initial defaulting occurs once you specify an Operating Unit and tab out. the profile option is ignored. If you use the Find Customer window. The order doesn't have any lines. 3. you should make the field visible. If a price list is inactivate. 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. Note: Order Type can be changed even after saving the order header as long as: 1. Fields such as Date Ordered will default if there is a default Operating Unit. This information is for reference and reporting. Select a Price List for the order.The Operating Unit field is mandatory on the sales orders window. You must enter a value here if the order type you specified requires a purchase order number. It is folder enabled and displays your default Operating Unit. After specifying other order information. The Order Number generate is not set to "Gapless. The value of the profile option OM: Sales Order Form: Restrict Customers controls the LOV display for this field. or accept the default. Define the Customer Purchase Order Number for the order. If you update or link a Customer PO number to an existing order. Customers are visible across all organizations and customer addresses are organization specific. 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. a message is displayed indicating that all the fields will be cleared if the Operating Unit is changed. If you need to enter orders in operating unit(s) other than the one that is defaulted. so that you can pick the appropriate value. 1. the Customer field LOV will always display all customers. and you want to enter an order in an Operating Unit that is not your default. if you change the Operating Unit.
price list does not appear in the LOV for the Price List field. Select a currency for the order. If you currently have a defaulting rule setup and enabled to default order currency. then inactivate the price list used in that order. unless you have disabled the seeded defaulting rule for order currency from the price list. Select the Salesperson for the order. and you select a Price List that utilize a base currency other than the defaulted currency. 7. If you enter an order. you will receive an error message box: Validation fails at the field Price List. You can apportion sales credits to multiple individuals in the Sales Credit window. 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 . Your price list's currency must match the currency you entered for this order. By default. Order Management will always default (over-write) the base currency of the price list to the order currency once a price list is selected. 6. the primary salesperson receives 100 percent of the sales credits for an order. and then requery your order.
• View Shipping Status • View Tax Details • Notification Order Line Submitted by Anonymous on Mon.00:19 . 03/30/2009 .
You can also enter returns using the Sales Orders window. and make reservations. it becomes eligible for the next step in its workflow. and update sales orders using the Sales Orders window. view. that configurations are complete. You can also adjust pricing. and so on. Order Management validates to ensure that all required fields have values. you can use all aspects of standard sales order functionality. Order Management validates individual fields as they are entered.You can enter. record payment information. For orders that you intend to source externally (drop shipments). attach notes. When you book an order. You can order standard items. After an order has been booked. both shippable and non-shippable. schedule shipments. The source type at order entry determines whether an order will be fulfilled from inventory or by an external supplie . assign sales credits. including selection of subinventories. query item availability. and configurations using this window. You can enter information in the Sales Orders window as you receive it.
Order Lines Numbers are displayed in the Sales Order window as a line quintuplet: . This field is for display purposes and cannot be updated. and these fields cannot be hidden using Oracle Folder functionality.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. Line Number and Ordered Item are on the fixed region within the Sales Order Line Main tab.1 if this is the first line entered on the order.
Select or enter a value for either: 1. III. if order line number appears as 1.1. Service Number. You can only choose items that have the Customer Orders Enabled item attribute set to Yes. the list of values displays descriptions of active items. For example. you can choose to display the Line number & shipment number fields. Select the Unit of Measure.1: Line Number -1 Shipment Number -1 Option Number . The search is not sensitive to case. This attribute enables an item to be ordered on a purchase order. If you have setup customer or generic cross-references for these items. . 3. • for customer item descriptions. Shipment Number.2. 2. For example. 2. for returns. 4. Component Number. Provided the secondary unit of measure has been enabled for the item in Inventory. IV. 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. Define the item's order quantity for this line. You can search on different types of item descriptions. select INT or Internal Item. you can also enter the order line using the cross-reference. you must also ensure that the item you select has the Purchasable item attribute indicated. Order Management validates the item against inventory items you define in the warehouse (organization) specified by the Order Management parameterItem Validation Organization. item description displays. you can define a dual UOM for the item. The List of Values for this field is controlled by the value of the hidden field. within the Item Identifier Type field. Item Identifier Type. the list of values displays descriptions of active and inactive items. The units of measure for models and kits are restricted to the item's primary unit of measure. Select the item for this order line.Line Number. II.3. To search: • for internal item descriptions. For orders.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. select CUST Notes I. If you intend to source this line externally. Option Number. within the Item Identifier Type field. The quantity field appears on all tabbed regions even though it is in the scrollable region. Item Description and Type. You can enter only predefined units of measure in the same class as the item's primary unit of measure. Ordered Item (the item number).
or accept the default for the Request Date field. Enter. On Hold ATO check box 2. select. the Request Date field will continue to display the original system date and time stamp 7. and can only be updated via a system action HOLD /ATO Check BOX 1. Select the Schedule Ship Date from the calendar. the order line contains an ATO item. 8. Status: This field displays the current status of the order line. Cascaded Hold ATO check box 3. The value of the unit selling price is affected by the current value of the profile option QP: Selling Price Rounding Options 6. and a new item is entered.5. ATO check box: The field is non updateable. If a line is deleted from the order. Unit Selling Price: Unit Selling Price is derived from the selected price list. Note: The Request Date field is populated with the current system date and time. . and may contain a rounded value. If the check box is selected.
Reason: This field is non updateable except when adding to. 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. 3. Values entered in this field are only visible at the time of entry. 2. You can view Reason values entered within the Additional Line Information window. the existing order line quantity. 5. the value of the Reason field displayed is NULL. Qty Shipped: this field will display a value only if an order line has been shipped. once a successful save has been completed. available via Action button. Select or accept the default for Line Type. Qty Cancelled: this field will display a value only if an order line's quantity was changed as a result of a cancellation. except when enabled by the system. Comments: This field is non updateable.Other fields 1. Comments field values are displayed within the Additional Line Information window. available via the Action button. or reducing. 4. . once a successful save has been completed. Values entered in this field are only visible at the time of entry. either partially or completely.
or create an order where order_source_id=0. 9. or create an order where order_source_id=0. 10. If you have copied an order. and valid values are: • Internal • External 8. The value for this field is determined by the creating application when a sales order is created. If you have copied an order. the system will generate a value for Order Source Line Reference. • Pricing Tab • Shipping Tab • Address Tab • Line & Fullfillment Set Changing Order Price OM Split Line . The value generated is the source table name. concatenated within the order_header_id. concatenated within the line_id. This value is stored in the source table (OE_ORDER_HEADERS_ALL) within the column ORIG_SYS_DOCUMENT_REF. 7. Select the Salesperson. Order Source Reference: If you create an order within the Sales Order window. Order Source. Order Source Line Reference: If you create an order line within the Sales Order window. 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. the order lines for the copy to order will display COPY. This value is stored in the source table (OE_ORDER_LINES_ALL) within the column ORIG_SYS_DOCUMENT_REF.6. the system will generate a value for Order Source Reference. if not defaulted. if not defaulted. This field is non updateable. Select the Tax Code. the order lines for the copy to order will display the source order number.
10/08/2009 . • 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 .Pricing Tab Submitted by Anonymous on Thu.13:56 Below lists all additional data items available for the seeded (default) Sales Order Line Items Pricing Tab folder.
This is currently not supported. • If you choose to reprice the order or order line. you can choose to set the Calculate Price Flag to Partial Price by selecting the corresponding radial button on the Pricing Options Tab. and you may receive the following error: Item &ITEM is selected more than once in this Configuration. • If you choose to retain original pricing. • Additionally.The Pricing tab enables you to specify whether the new order or order line is copied at the original pricing or is repriced. 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. Attention: When the destination order type while copying an order is RMA. To reprice. Note: You cannot copy an order which contains a solution based model for which one or more of the components have been cancelled. you can specify the pricing date. 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. Pricing a Copied Order . manual discounts and charges are removed and automatic discounts and charges are recalculated.
When you are copying only the order header then you can only choose the original selling price. . When you choose to retain original pricing.The pricing tab lets you specify whether the new order/line is to be copied at the original pricing re-priced or partially repriced. manual discounts/charges will be lost and automatic discounts/charges will be re-evaluated. When price partial is used the price of the line remains the same but freight charges may be obtained with a pricing call. all discounts/charges will be retained and the calculate_price_flag will be set to ‘N. If it is to be re-priced.’ When you choose to re-price. you can specify a pricing date.
• Actual Arrival Date • Actual Shipment Date • Auto Selected quantity • Bill To • Bill To Address1.Shipping Tab Submitted by Anonymous on Thu... 10/08/2009 .14:19 Below lists all additional data items available for the seeded (default) Sales Order Line Items Shipping Tab folder.5 • Bill To Contact • Bill To Location • Deliver To • Deliver To Address1.5 • 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 • 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.
you can choose a bill to location based only on the customer on the order or a related customer. 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. End Customer selection does not look at the Customer Relationship setting. you can choose the Bill to location of the sold to customer only. These fields provide bill to information for all lines in the order. • Select a Deliver-To Location and Deliver-To Contact. you can choose the Ship To location of the Sold To customer only. You can choose any contact associated with the bill to address. If you have a deliver-to field in the order header. you can choose a ship to location based only on the customer listed on the order or a related customer. All. If the system profile option OM: Customer Relationships is set to: Yes. These fields provide default ship to information for all lines on the order. 10/08/2009 . you must be able to populate the line deliver to field from the header field. All. customer relationships are ignored and you can choose a bill to location from any customer. No.Address Tab Submitted by Anonymous on Thu. No. Any customer location or contact can be selected for End Customer .13:43 • Select a Ship To Location and Ship To Contact. customer relationships are ignored and you can choose a ship to location from any customer. If the system profile option OM: Customer Relationships is set to: Yes. • Select a Bill To Location and Bill To Contact.
Assign a single ship set to all the lines in an order to support customers that do not allow partial shipments. • Group order lines to ship together in ship sets. Arrival Sets. and Fulfillment Sets. 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. • If a single order line is defined as a ship set. Order Management waits until the entire order quantity is available to ship before releasing that line for picking. Attributes that have to be identical across all lines in a ship set are shipping warehouse. Ship Sets are a group of order lines that the user would like to ship together. If an order line is defined as a ship set for a configured product.Line & Fullfillment Set Submitted by Anonymous on Mon. shipment method and ship-to location. Ship sets can be assigned on an individual order line or group of lines on an order. .13:57 Order Management supports Ship Sets. the system waits until all items ordered in each configuration are available before releasing the line for picking. shipment priority. 03/30/2009 . schedule date.
put those lines together into a fulfillment set. The fulfillment concept. None of the lines in the set progress past fulfillment to invoicing until all lines in the set are fulfilled. enables you to group lines together for invoicing purposes. Attributes that have to be identical across all lines in a ship set are ship-to location and requested arrival date. shipping completes fulfillment. If you want to hold up invoicing of a non-shippable line until an associated shippable line is shipped. New/Add to exisiting SET .Arrival Sets are a group of order lines that the user would like to arrive together. but can belong to multiple fulfillment sets. Items that are not shippable can be in fulfillment sets with shippable items. For non-shippable lines. for shippable lines. and then will not be fulfilled (and therefore invoiced) until the shippable items are fulfilled. Fulfillment Sets are a group of lines that get fulfilled together. A line can belong to either a ship set or an arrival set. along with the use of fulfillment sets. booking completes fulfillment. Order Management seeded workflows are designed so order lines are eligible to be Invoice Interfaced once they have completed the fulfillment workflow activity. Typically.
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 .To add a set or to create new group.
• Move set Automatic Sets In the Customer Site. • Automatic Line Set Assignment Automatic Line Set Assignment . Order Management tab: Set the Customer and Site attributes to automatically place order lines into ship sets or into arrival sets. Lines In Ship Sets Lines In Arrival Sets Now on the Sales Order form. 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.
Line Set. Option 1 provides functionality for businesses that prefer to group all lines of an order into one Ship Set or Arrival Set. or Customer. • 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. • Setting the profile to "No" with header level set to "Ship" creates one Ship Set per order. .Line Set • A facility has been provided to define a defaulting rule for Ship Set or Arrival Set based on the Transaction type. depending on which lines were automatically included in Ship or Arrival Sets. 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. Invoice To. If one line fails scheduling. By setting the profile to "Yes. "OM: Assign new set for each line.Oracle Order Management enhances Line Set (Ship/Arrival) functionality with seeded defaulting rules minimizing the need for user action thus reducing error and keystrokes. Features include • Allow defaulting header level Line Set (Ship/Arrival) from Order Transaction Types • Customer Invoice To Ship To Defaulting Rules Setup Previously. scheduling all of the lines to ship together from the same warehouse to the same Ship To with the same Scheduled Ship Date. if the header level choice is Ship.The default is set to "No. The profile. 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 system creates a unique Ship/Arrival Set for each line in an order as long as the line can be scheduled. none of the lines are assigned to a Ship Set." creating a single Ship/Arrival Set per order. It is important for other businesses that a single line ship complete and multiple shipments are allowed per order." provides two alternatives: Many businesses do not wish to create multiple shipments for a single order. potentially saving on freight costs. all successfully scheduled lines are assigned to one Ship Set when created. 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. Line Set. there were hard coded defaulting rules such as Ship To. • Added defaulting rule for Order Type. As an example.Line Set (Sold to). • Setting the profile to "No" with header level set to "Arrival" creates one Arrival Set per order.
Item A.Option 2 creates an additional use of Ship/Arrival Sets by creating a unique set for eachline of an order. Item A is shipped immediately instead of waiting for the complete quantity of Line. quantity 500 proceeds to Pick Release and Ship Confirm while Line 2. the system unschedules the lines and removes the reservations. 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. If the value is No. Thus assisting in customer satisfaction through shipping full quantity every time an item is ordered. 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. Thus assisting in customer satisfaction through shipping full quantity every time an item is ordered. If a scheduled line is partially canceled. It also allows flexibility in that each line is independent. Item A has full quantity of 500 available to be ordered while Item B only has quantity 50 available. Item A arrives together instead of waiting for the complete quantity of Line. the system reschedules the line. quantity 500 2) Item B. if you change the ordered quantity or the warehouse. Creating line level Ship Sets enforces that the full quantity ordered is scheduled to ship at the same time. The customer is happy as full quantity 500 of Line 1. then it checks the value of the profile option Auto Push Group Date. the line is inserted but not scheduled. With separate Ship Sets. the system tries to reschedule the whole set. Changing Scheduled Lines Order Management has many features to help manage scheduled lines when the lines are changed. At the time of scheduling. 2 Item B to arrive on the same date. For example. setting the profile to "Yes" with header level set to "Arrival" creates a unique Arrival Set for each line of the order. Item A. Item B will not progress. The customer is happy as full quantity 500 of Line 1. It also allows flexibility in that each line is independent. At the time of scheduling. 2 Item B to ship on the same date. Item B will not progress. quantity 500 proceeds to Pick Release and Ship Confirm while Line 2. quantity 200. Consider the same order with two lines. With separate Arrival Sets. then the line will not be inserted. and scheduling the group of lines together fails. 1) Item A. If that fails. • Setting the profile to "Yes" with header level set to "Ship" creates a unique Ship Set for each line of the order. Creating line level Arrival sets enforces that the full quantity ordered is scheduled to arrive. quantity 500 2) Item B. quantity 200. When a scheduled line is changed. When you cancel a line that has been scheduled or reserved. If the value is Yes. Item A has full quantity of 500 available to be ordered while Item B only has quantity 50 available. • Similarly. Consider an order with two lines. Exception: If the line is part of an ATO configuration or a ship model complete PTO configuration. While entering the order if the user thinks the price is not correct and needs to be modified then he/she . the line is inserted but not scheduled. If rescheduling the whole set fails. the system reschedules based on this new information. 1) Item A.
.can go to the price list. modify it and reprice the line(Sales order line -> Actions ->Price line) or directly modify the line price. 2. Select the list of values to view the unapplied manual adjustments for the line. Requery the order to see the new selling price. • Enforce List Price on the transaction order type. 4. To remove an already applied adjustment. Pricing verifies • The profile option: OM: Discounting Privilege. Select an adjustment and choose Apply. Note: Before changing the selling price. delete the adjustment and choose Apply. Modifying Order Pricing Use this process to modify order pricing. Navigate to: Orders. 3. Returns > Order Organizer > Order header > Order line > Select the Actions button and choose View Adjustments In the Adjustments tabbed region 1.
choose the Actions button > Select Price Line. If an adjustment has Override Allowed set. Repricing a lineg If you modify a price list or discount after applying either to an item or the order. enter either the new adjustment rate. the amount reduced. Note: Manual discounts are not subject to incompatibility checking. use Price Line in the Line items tabbed region to update the order lines. . From the Line items tabbed region. Note: If you have applied a manual Order-or line level discount to an order and subsequently redefine the discount. you must remove it from the order. or a new price and choose Apply. The system recalculates and displays the item’s new selling and extended prices based on current list price and automatic discount information.5. the re-apply it.
These are referred to as user initiated splits.OM Split Line Submitted by Anonymous on Mon. • • • Enter the quantity. i. Configurations Split only at the top-level line in a configuration. The Split Line window displays with one record with the Request Date. Choose the Actions button from the Sales Orders window and select Split Line. When you click OK to close the window. Ship to and Warehouse defaulted from the original line. you can split only a model line and not at the option or .e. split the order line into multiple shipments. the new shipment lines are created and can be seen in the Sales Order form. Choose the Split button to confirm the split. the customer can request to change the shipping address or date for part of the order line. 03/30/2009 .1 and 1. Note: Splitting is the only way in which you can create multiple shipments for a given order line. If you split line 1. Create new records as per your split requirement.12:05 Order Management allow you to split order lines to meet customer needs.2.1 into 2 shipments. To meet such requests. Select the order line to be split. you will end up with lines 1. Until the product is shipped.
System initiated splits Order Management splits order and return lines into multiple shipments when they are partially processed. flow status.class level. Order Management splits each item beneath the model proportionately. Remnant sets can arise only out of system initiated splits. and holds. Split only a kit line and not at the included item level. the system creates remnant sets. discounts. Purchase Release Receipt – When a Drop-Ship Line is partially received. sales credits. the system splits the return line so that customers can be issued credit for what was returned. When Return Lines are partially processed at: Return Receipt – When the customer returns partial quantity on a return. reservations. you can ship the available quantity and Order Management will split the line so that the customer can be billed for what was shipped. Lines in a remnant sets are treated as standalone lines by shipping and fulfillment. . Order Management retains all of the original line information including attachments. Order Management splits the line so that a customer can be invoiced for what was already shipped. For both user and system initiated splits. When a model or kit line is split. taxes. When a configuration or kit is shipped out of proportion. 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.
01/16/2009 . The scheduling feature of Oracle Order Management (OM) enables you to determine when items will be available to promise to a customer(ATP).Generic’ process looks as below . Scheduling Process Sales order line would be scheduled for both the ATP as well non-ATP items based on the availability of the item. schedule the shipment or arrival of order lines based on this availability(Schedule). and reserve on-hand inventory to sales order lines(reservation) SO. Scheduling is done by the workflow process associated with the order line (OEOL). • Determines the schedule ship date.Generic’ in the Workflow Builder. 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. scheduling will be done by the workflow process. Scheduling. When a line is successfully scheduled the VISIBLE_DEMAND_FLAG is set to Yes. This is when Scheduling is performed. the delivery lead time and the shipping method. either manually or using defaulting rules. automatically reserves the line. The ‘Line Flow . • Makes the line visible to the planning applications and consumes supply for the item. Open the process ‘Line Flow . the scheduling action determines the best warehouse based on the sourcing rules.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. The action performs the following: • Determines the source (warehouse) for the order line. If the warehouse is blank. If the warehouse is entered on the line. When scheduling is not performed during sales order entry (either manually or automatically). then as part of standard functionality.Scheduling and Booking Submitted by Anonymous on Fri.e. This functionality includes ATO models. the schedule arrival date. Order scheduling is managed differently from company to company – and Oracle Order Scheduling supports a variety of scheduling environments. the work flow completes the Booking activity and proceed to the next stage i. the scheduling action uses the requested warehouse and the other scheduling results are based on it. • If the reservation time fence is set and the schedule ship date is within the reservation time fence. For example: Considering the Line Flow – Generic work flow Once the order is Booked.
Order will wait at “Wait for Booking” till booking action is performed.Generic' process.Line' sub process in 'Line Flow . .Line' sub process which looks as below . Double clicking opens 'Schedule . The work flow will progress to next stage.Double click on the 'Schedule .
If the shipping network has not been defined for this combination of locations. If it cannot. the . If you enter a schedule ship date on the order line before performing the schedule action. the latest acceptable date is calculated by adding the latest schedule limit to the request date. SCHEDULE_SHIP_DATE is populated into the OE_ORDER_LINES_ALL. the delivery lead time will be considered zero days and the schedule ship date and schedule arrival date will be the same. Scheduling sets the VISIBLE_DEMAND_FLAG. the system will attempt to schedule on that date when the schedule action occurs. The API returns the first date on or after the requested arrival date that the items could arrive at the customer location. the schedule action fails.Once the line is scheduled. the scheduling action calls MRP's scheduling API with the requested arrival date. When the scheduling action occurs. The two columns are independent and are not based on the setups Scheduling by Ship or Arrival Date The request date may be either the requested ship date or the requested arrival date depending on the request date type of the customer. The schedule ship date is calculated by subtracting the delivery lead time (number of days for items to reach the customer once they ship) from the schedule arrival date. When you enter an order line. If the customer's request dates are requested arrival dates. 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. SCHEDULE_STATUS_CODE as soon as the lines are scheduled. The SCHEDULE_SHIP_DATE should be a value between the REQUEST_DATE and the LATEST_ACCEPTABLE_DATE. and enters that date into the scheduled arrival date field for the line(s).
If the scheduling action fails in the workflow then the line is moved to scheduling eligible activity. Autoschedule The sales order line is scheduled when it is saved. if the request date is September 10. You can schedule a line by manually choosing to schedule using the context menu or the tools menu.schedule date will only be returned if it is between the requested date and the latest acceptable date. If either the Autoschedule check box on the order . When you enter an order line. You would enter 5 in the latest schedule limit fields on the Order Management tab of the customer window. You can schedule from the sales order window by having autoschedule turned on. the latest acceptable date would be September 15. then the scheduling action fails. You can control whether OM schedules lines on hold by using the profile option OM: Schedule lines on Hold. the schedule request fails.11:00 The scheduling action can be invoked in multiple ways. 2. You can then use the Schedule Orders concurrent program to schedule the lines with exceptions. if the schedule date returned is not in the date range of September 10 through September 15. You can schedule using a workflow activity either immediately or in deferred mode. If it is not within this range. For example. • Alternative Ways to Schedule Calculating Available to Promise (ATP) Item Onhand Alternative Ways to Schedule Submitted by Anonymous on Sun. 1. If an order or line is on hold and this profile option is No. suppose that you have a customer who only accepts orders that ship within 5 days of the request date. 05/10/2009 . 3. When the scheduling action occurs. the scheduling action fails.
but the lines will still be autoscheduled unless the autoschedule check box on the tools menu is unchecked. the schedule activity is a synchronous activity immediately after booking. 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. 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 new sub-process is used in the line workflow. However if you require the scheduling to be done only on valid working days. then after booking the order.Generic seeded flow. Schedule Orders Concurrent Program The Schedule Orders Concurrent Program functionality has been enhanced in the current release. the sales order will be opened in Autoschedule mode. Note that the lines may or may not be scheduled and still could be waiting at the activity. The default is no value entered. 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. then you will be able to schedule ATO items on weekends as well. set this profile option to No. If the profile option MSC_OM_IMPORT_PRESCHEDULED is set to Yes. Manual Scheduling Sub-Process In Release 12.transaction type is checked or the OM: Autoschedule profile option is Yes. a new scheduling sub-process named Schedule-Line. Only lines waiting at the Schedule-Eligible workflow activity are selected. Scheduling errors will be seen by the person who is booking the order. You can progress the Schedule-Eligible activity from Sales Orders window or use the Schedule Orders concurrent program to schedule the lines. it applies only to the line or group of lines selected. scheduling will occur immediately after booking. With this type of process. lines are blocked at the Schedule-Eligible activity. Manual is provided to handle cases where you may want to control scheduling manually after the order is booked. A new generic line workflow is not provided with this new sub-process. You can close the availability window. all the lines on the order will be scheduled. Workflow The seeded scheduling workflow activity should be used in the workflow process for your order lines. If the action is selected from the lines tab. In the Line Flow . This . If the action is selected from the order header tab. Selecting schedule from these menus will trigger the scheduling action. 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.
The user can select orders based on the order number and other parameters. Please note that lines that have not been booked are not scheduled. • If scheduling was successful.program selects all lines that have failed workflow scheduling. 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. you can query lines based on a variety of parameters. and if orders or delivery schedules from suppliers are changed or cancelled. Also the enhancements to the Schedule Orders concurrent program enable you to reschedule lines in case there is a change in supply dates or even unschedule lines if they have been scheduled previously. the scheduling workflow activity will complete with a result of COMPLETE so that the line can progress to the next activity. These lines are waiting at the schedule-eligible activity. messages will be stored in the Process Messages table and also printed in the logfile. and to perform any scheduling action from a single window. where a batch of imported orders in Booked status can be mass scheduled. or Backordered) • Order Status • Customer . Submit the scheduling concurrent program by navigating to (N) Orders. This is useful for high-volume orders. then the allocated product can be rescheduled to meet other demands earlier or later. From the Scheduling tab on the Find window of the Order Organizer. You can move schedules in and out based on the item's availability. lines that have never been scheduled can now be scheduled using the Schedule Orders concurrent program. the workflow activity will complete with the result of INCOMPLETE. and attempts to schedule them. and assign either a new Schedule Ship Date (this can be Schedule Ship Date or Schedule Arrival date. You can query and sort scheduled lines. • 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. In addition. depending on the Order Date Type value) or Warehouse (location) when re-scheduling a line. Unpicked. • If scheduling was not successful. 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. You have two re-scheduling options: Re-Schedule and Re-scheduling with Request Date.
you will see a new window. • Customer service: View all the lines for a customer. and display gross margin. but not to other tabs (Order Information. Advanced. Which lines need to be scheduled or reserved? • Scheduling: Query all lines that are scheduled to ship on a specific date. Unreserve and perform ATP inquiry. and Holds Information). Those with the role of both CSR and Scheduler have access to all tabs in the Find window of the Order Organizer. you can take supply away from lower priority customers.• Shipment Priority • Schedule Date Ranges • Request Date Ranges After performing an intelligent query to display a group of lines. and decide how to provide supply. Unschedule. • Revenue impact: Query up all lines for an item. you can Schedule. Or query any lines where Override ATP is flagged. but they have the same functionality available in previous releases. Additionally. Line Information. you can perform scheduling actions on lines across orders. the role determines whether some actions are available. move gross margin to be one of the first three columns on the Scheduling Organizer. Using Folders. Reserve. and give it to higher priority customers within Scheduling Across Orders. . Those with the role of Scheduler Only are allowed access to the Scheduling tab. that is. From the 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. Scheduling Organizer. and push out the schedule date for those lines as required. Access to the scheduling tab is controlled by the Profile Option OM: Scheduling Role. Those with the role of CSR Only do not have access to the Scheduling tab. those with the role of Scheduler only will not be allowed to open the Sales Order window from the Scheduling Organizer. For instance. Then sort based on gross margin.
ATO models and SMC PTO models are all ship sets. Scheduling Sets For scheduling functions other than Override ATP. you can impact bottom line for a month. the scheduling activity occurs on all the lines of a set. They may not have the same Shipping Method. and a heavy part using another Shipping Method. and pick by prior reservation. . • 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. 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. User created ship sets. and so on. For these line groups. For instance. in a PTO model or a ship set you might ship a fragile part using one Shipping Method. 05/09/2009 . All lines in a user created arrival set will have the same arrival date and ship to organization. Order Management may perform the function on only one line or on that line and a group of related lines.Reserve the lines with the higher gross margins.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. Lines assigned to an Arrival Set within an order will be scheduled with the same requested arrival date and ship to. quarter. Scheduling treats the following groups as scheduling sets. By doing so. Calculating Available to Promise (ATP) Submitted by Anonymous on Sat.
The request date and order quantity unit of measure may be defaulted or manually entered. In general the user will enter the item and order quantity on every order line. or a complete order. the order quantity. The results for multi-line ATP are displayed in a table .Calculating ATP requires as input the item. the order quantity unit of measure and the request date. ATP may be calculated for a single line. The results for a single line are displayed in a single column in a small window. a group of lines.
however. 2. and the system will return the availability in all the selected warehouses. Ensure that ATP rules have been defined and set. if the Check ATP flag for the item is not selected then this field will display ATP not applicable. the substitute item will be displayed. Define your item Sourcing Rules and any Assignment sets you wish to use. • On-hand Qty: The quantity that is currently in the warehouse. You can define Sourcing Rules within Oracle Supply Chain Planning. Sourcing Rules window. 1. define simple sourcing information at either the item level and the organization levels. or it might be a future date when the order quantity will be available • Error Message: Any error that occurred in calculating ATP. and may be calculated manually by clicking Availability on the Line Items tab of the Sales Order window. • Available date: The date that the ordered quantity will be available.displayed for single items. ATP is calculated automatically during scheduling. You can define ATP Rules and assign them as defaults at the organization. whichwill be less than the order quantity. A multi-line window displays availability information for sets and models. It could be the request date if the order quantity is available on the request date. if the warehouse on the order line was blank. • Substitute Item: If the requested item is not available and the requested quantity for a defined substitute is available. the best warehouse as selected by the sourcing rules. showing the availability of the substitute item. 3. There are several steps required for ATP calculations. • Request Date Qty: The quantity that is available on the requested date • Available: The order quantity. • Qty Reservable: The on-hand quantity minus the quantity that is already reserved to other sources of demand. You may. or item level. If you do not have Oracle Supply Chain Planning fully installed. if ATP was not successful. if ATP was successful. . is also displayed. 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. 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.• Warehouse: Either the warehouse on the order line or. The available quantity. subinventory. you cannot define Sourcing Rules. An additional tab. You can select the warehouses for which you want to see the availability. • Request Date: The date on the order line. For example.
03/30/2009 . Item Onhand Submitted by Anonymous on Mon. Optionally. If you are using ASCP. Define the Organizations and Application Instance Ids you will wish to collect source ATP data entities from.18:32 Total On hand . 5. see the setup section of this document. This program is part of the Oracle Advanced Planning and Scheduling application. ATP Inquiries are performed against a common data store within an application instance. The ATP calculation is then performed on the summary tables.Only unreserved quantity Relationship Total On hand >= Available to transact >= Available to reserve .4. If you are using ASCP. a concurrent process known as data collection must be run to summarize the supply and demand picture. If you are not using ASCP. Therefore. There is a requirement for ATP calculations to be very fast. considering all the possible sources of supply and demand for an ATP calculation can be very complex.Sum of unreserved and soft reserved items in inventory(items against which reservation and scheduling is done but pick confirm not) Available to transact . The ATP rules must be associated with items and/or inventory organizations. supply/demand is set up at the plan level. However. some customer service representatives will need to give this information to customers on the phone.Sum of unreserved and reserved items in inventory. determine if you wish to enable item substitutions. Also. ATP rules must be defined to determine the sources of supply and demand which are included in the calculation. supply/demand is set up at the plan level. For details about setting up ATP rules and running the data collection program. the data collection program must be run. Global Order Promising will only use the infinite time fence specified on the ATP rule. Available to transact .Global Order Promising will only use the infinite time fence specified on the ATP rule.
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. We 'll put a new SO line of qty 50 and 'll verify the quantities after scheduling . from where transactions can be done.
Total Quantity 9582 Available to Transact 9529 Available to Reservable -9524 .Available to transact and avialbe to reserve is reduced by 50 quantity.
02/04/2010 .23:33 .Cancellations in Order Management Submitted by Anonymous on Thu.
it calls the Process Orders API. Messages are provided to give you details of why the order did not import. A concurrent program is provided which calls the APIs to initiate processing of the data. legacy systems. In addition. Validation Order Import does not contain its own validation routines for the data. Instead. and can be queried and corrected using the forms. and re-initiate the import process. EDI. Use Order Import to bring in orders from external systems. or from internal systems such as internal orders created by Oracle Purchasing to fulfill internal requisitions.16:50 Order Import is Order Management’s open interface for entering. 12/17/2009 . Order Import has been implemented as a set of interface tables that must be loaded with the order or return data. which is the same API used to validate and insert orders if you are keying them through the Sales Order window. Order Import calls base Order Management APIs (specifically. Orders that fail to be imported are retained in the tables. make corrections or changes to that data. Process Order API) to validate and insert or update.Order Import Submitted by Anonymous on Thu. This design makes . and a set of APIs to process that data. Order Import provides forms that allow you to query orders from the interface tables. changing or canceling orders and returns.
evaluates all Processing Constraints. They consist of a find screen followed by a series of forms where you can view and correct data. as any enhancements or bug fixes done to Process Orders will immediately affect importing orders too. Order Import has a feature that allows you to run in validate only mode. If an order has any errors. . then the entire order will be retained in the import tables. and any constraint violations are captured and can be reviewed using the Correction Forms and the Messaging Window.for better maintainability. 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. because it uses Process Order API. They are called the Order Import Correction forms. Correction Forms Order Management has a set of forms you can use to review and correct data that is in the Order Import tables. The Process Orders API uses Processing Constraints to evaluate whether a requested change can be made to an order. They are accessible from the OM Menu under the Order Import menu item. Order Import.
pricing attributes. The order or line will be deleted in the next run of Order Import. If the order fails booking validation.• There are forms to display order headers. You can enter a new customer account at the ship-to. payments. If you want to make changes. If that column is left null. so if you key over a field to correct it. a party. if all required data is present and valid in the interface tables. • Most fields do not have any validation or list of values within the window. the order is still imported. The new customer is assigned to the Default customer profile class. 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. • The forms have buttons to enable you to re-validate or re-import data that you have selected. and then errors will be displayed. order lines. you won’t know if it is good until you either validate or re-import. change the ordered quantity to the new quantity you want to remain on the line. use an operation of UPDATE at the header. UPDATE or DELETE. Changes and Cancellations Input order changes and cancellations to existing orders via the Order Import open interface tables. bill-to level or deliver_to at the order header or order line. price adjustments. or you can set the booked flag. To cancel a line. but is left in the Entered state. 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 must specify an OPERATION_CODE of UPDATE. To cancel an order in its entirety. To partially cancel. which specifies various financial and credit checking information. See the section below on the Actions table for more information. and then set the . 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. There is a column in each of the interface tables called OPERATION_CODE where you put INSERT. return lot/serial numbers. new customer and address records. you can set the Reject_Flag to Y on the Status Tab to indicate that you don’t want to continue processing it. You can associate the new customer account with an existing party by providing the party (organization or person) number in the interface tables. and the actions table. sales credits. Order Import creates the party as well as the customer account. • 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 it can be used to purge off orders that may have resulted from duplicate runs of your feeder systems. Order Import then creates a new customer account and.This can be useful if an order it too difficult to correct via the forms. • This allows you to fix it in the feeder system and re-import it. Booking Orders via Order Import Import orders and book them through Order Import. • If you decide an order or line is in the import tables in error. use an operation of UPDATE and then make the ordered quantity = 0.
Returns Import returns just like you import orders. you must populate unit list price. Pricing There are two ways to price orders being imported. unit net price. If the calculate price flag is Y. or from other order entry systems you might be running. by choosing an order type that supports return line types.CANCEL-FLAG to Y. There is a separate interface table where you can import anticipated lot/serial numbers – this table is only used for return lines. The path that the line follows is determined by the workflow attached to the line type. If the calculate price flag is N. You can let the system calculate the price. and any price adjustments in the interface tables to account for the difference between list and net. the system will ignore any pricing values loaded into the price fields and will calculate the price using the pricing engine. and also populate the price-adjustment interface tables with price adjustments that result in that net price. 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. or you can populate the price fields in the lines interface table with the price you want to charge. All order changes and cancellations are subject to the Processing Constraints you defined. . You indicate which you want to use by setting a value in CALCULATE_PRICE_FLAG in the lines interface table.
Ship Confirm ■ Assign delivery lines to trips and deliveries. In addition. ■ Select the Release Sequence Rule to control the order in which picking lines are allocated to inventory. deliveries.Shipping Execution Submitted by Anonymous on Mon. trip stops. delivery lines. staged quantities. Trip and Delivery Planning ■ Create a trip or delivery. and freight costs in the Shipping Transactions form. 01/05/2009 . ■ Schedule pick-ups and drop-offs. . you can complete the following shipping tasks: Pick Release ■ Release eligible delivery lines based on defined picking criteria.13:15 You can manage shipping information such as trips. back ordered quantities. ■ Assign delivery lines to a delivery or a container. containers. and inventory control information for delivery lines (after pick release). ■ Enter or validate shipped quantities. ■ Auto-create a trip and close stops. ■ Ship confirm or back order a delivery.
During the process of reservation in scheduling a demand line is created and can be seen in reservation form. During pick release allocation/detailing the system populates the subinvenory and locator if applicable.• 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. If auto allocate and auto pick confirm both are set to NO then pick release does nothing except creating the move order. 1. 01/06/2009 . 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. At thaat point of time the system only does the reservation with type Inventory and w/o specifying the subinventory and locator. If the auto pick confirm process is set to yes then pick release process also does the transact 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.
and at the end of pick release process the material moves automatically to the staging sub inventory. item. 4. . Pick Slips can be created after the detailing process completes. A custmozied bill of lading & packing slip can be generated after this if required. and the quantity and source can be manually verified at pick confirm. 3. You can run one or more releases and customize release criteria to meet your requirements. If there is not sufficient onhand then a move order is created for the available onahand and the delivery line splits in SE form. You can define: ■ Release Rules to specify your picking criteria and set the default Release Rule through Shipping Parameters Pick Release tab. 2. 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. ship set). ■ Pick Slip Grouping Rules to determine how released move order lines are grouped onto pick slips. quantity. If there is no onhand then the order is back ordered and no move order is created. Pick slip report contains the SO (line. 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. Delivery and Trip numbers. ■ Release Sequence Rules to specify the order in which eligible delivery lines are allocated during pick release.
When you define an item you choose a picking rule to determine the order in which revisions. Then. Oracle Inventory looks at the picking criteria in the order in which they appear in the Picking Rules window. 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. and locators are picked for sales orders. Oracle Shipping Execution submits requests to Oracle Inventory. For example. lots. Inventory picks units of an item without regard to revision levels. Together with item-sub inventory defaults (required if the staging sub inventory is locator controlled). Inventory ignores that criterion.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. which uses the information you enter in the Picking Rules window to generate pick lists for sales orders. If you choose None for any of the criteria fields. . subinventories. if you choose None for Revision. The process where the Picking Engine generates these transaction line suggestions is called allocating. Inventory looks at the options (except for None options) for each criterion in the order in which they appear beneath each criterion.
Note: If you utilize Oracle Transportation. Staging sub inventories should be reservable. modes of transport. Each batch created at pick release will have the same destination staging sub inventory. you can define an item-carrier compatibility constraint stating that designated carriers cannot transport specific inventory items. When a delivery is created violating the constraint. You determine the severity of the constraint violation. Staging Locations The destination sub inventory for a pick wave move order is the staging location into which the picked material should be deposited. facilities. carriers. and customers. . Then. To model different staging lanes within the staging area. organizations. whether a warning or error should display. 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. This location can be changed at pick release. For example. compatibility constraints can be used in the shipping process up through ship confirmation. Compatibility Constraints enable you to define a variety of transportation related restrictions related to items (goods for shipment). Each organization should designate at least one staging sub inventory. these restrictions are used by the application to warn or prevent further order processing if the defined undesirable condition is encountered. an error or warning message will be generated. facilities may choose to either create different sub inventories or designate staging lane locators within one staging sub inventory.
If you check this box. 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. the system picks up the auto –allocate and create delivery set up from shipping parameter. To change this you would navigate to Setup -> Shipping -> Organization Parameters->'ATP. Notes: Do not check the Pick Confirmation Required box in the Organization Parameters window. 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. Pick. and ItemSourcing tab • Defining Release Rules Release Sequence Rules Pick Slip Grouping Rules Configuring Picking Process Defining Release Rules . If the Pick Confirmation Required box in the Organization Parameters window is not enabled then the system would also does the auto-transaction.
Also. Note: Although you can also enter the pick release criteria at pick release time without creating a rule.11:43 . creating a rule is more efficient if you frequently run the same pick release. note that it is required when releasing using SRS or when using the Auto Pick Pack and Ship features. 03/27/2009 . When pick release is run. Release Sequence Rules Submitted by Anonymous on Thu.22:39 You can create default pick release rules that are applied at pick release in the Release Sales Orders window. 01/08/2009 . For example.Submitted by Anonymous on Fri. Each rule can be set up with its own set of unique pick release parameters depending on the pick release criteria required. the pick release is performed based on the parameters set up in the selected pick release rule. you can create a specific rule that pick releases only backordered lines.
then Order 2. Order 3.You can define release sequence rules to specify the order in which eligible picking lines are allocated to Inventory during pick release. Notes: While its not mandatory to provide the sales order number/delivery/trip while doing the pick release. 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. The release sequence rule determines the priority given to selected lines while doing pick release. If the Descending button is selected. its always advisible to do so to restrict the number of lines seleceted during pick release. 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. the picking lines are released by . For example. You can also define whether you want the picking lines released in ascending or descending order. if you select the Ascending button for Order. picking lines are released by ascending order number--Order 1 is released first. and so on.
descending Order number from highest to lowest--Order 4 is released first. then Order 3. Pick Slip Grouping Rules Submitted by Anonymous on Thu. 01/08/2009 . Order 2. and Order 1.12:42 .
multiple pick slips are created. If there are multiple deliveries. if you select Delivery as a grouping criteria. 01/06/2009 . For example.22:57 .You can create grouping rules to organize how picking lines for released sales orders are grouped on to pick slips. all picking lines for the same delivery are grouped together on a pick slip. For example. Configuring Picking Process Submitted by Anonymous on Tue. if you select Delivery and Carrier as grouping criteria. picking lines for the same delivery and carrier are grouped together on a pick slip. You can also define your grouping criteria further by selecting additional grouping attributes.
however they will list the item and quantity to be picked. Move Order Line Allocation (detailing) 3. That move order line includes the item. For non-reservable items. but suggestions are not created during pick release. Detail Line Allocation (Detailing) To release the move order lines created at Pick Release to the warehouse and to print pick slips. 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. One order is created per pick release batch per organization. quantity. but they will not be detailed with subinventory and stock locator to pick from. 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. allocation and pick release run. the lines must be allocated. One move order line is generated for each order line included in the picking batch. . You can print pick slips. Autoallocate should be Yes and Auto-pick-confirm can be set to any. 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. 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. so if you pick release across multiple organizations. and pick confirm will not run for the item. Once the lines are allocated. they have a status of Released to Warehouse.You can determine the number of pick release steps the system will prompt to move material from pick release to ship confirmation. These steps are: 1. Pick Release 2. one move order is generated in each facility.
You can set up a default detailing mode in the Shipping Parameters window. Postponing the detailing process is referred to as manual-detail. 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. ■ Unconfirmed quantity is assigned a status of Backordered. Pick confirmation executes the sub inventory transfer that systematically moves the material from its source location in the warehouse to the staging location. This default can be overridden at each Pick Release through the Release Sales Orders window. Pick Confirmation The move order line details must be transacted (in Inventory) to confirm the material drop-off in staging. Inventory updates Shipping Execution with the results of the pick confirm: ■ Pick Confirmed quantity is assigned a status of Staged/Pick Confirmed.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 Confirm always follows the . Pick Confirmation automatically transfers the high level reservation to a allocated reservation (including lots. sub inventory and locators) in the staging location. Detailing the order lines immediately after they are created is called auto-detailing.
detailing and reservation process. . it is not possible to Auto Pick Confirm. If Auto Allocate is not chosen.
However. . If a delivery is autocreated. additional grouping criteria can be included. You can either manually or automatically group delivery lines to create a delivery. the delivery lines are grouped together by the mandatory default criteria.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. In a delivery. ship-from location and ship-to location. you can include items from different sales orders as well as back orders.1 In operating unit level we can control the auto create delivery in shipping parameter. 1.
The mandatory default attributes are Ship From Location and Ship To Location. the delivery lines are grouped into deliveries by customer: for example. 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. deliveries for Customer A are grouped into Delivery A. however.1 Delivery parameters enable you to define how to group delivery lines for a delivery. 2. if the grouping attribute Customer is selected. we can manually create the delivery number in shipping transaction form. the delivery's corresponding field cannot be updated if . 1. Deliveries can be automatically created during the process of pick release by enabling autocreate delivery in pick release form. deliveries for Customer B are grouped into Delivery B. If each optional grouping attribute is checked. delivery lines with the same customer and carrier criteria are grouped into deliveries. For example.3. You can select more than one grouping attribute to refine your grouping criteria further: for example.1.2. if you select Customer and Ship Method as grouping criteria.
delivery lines are assigned to the delivery. if you want to change the Ship Method in the delivery and do not need to enforce it as a grouping attribute. • Select Across Orders to autocreate deliveries across orders. if someone tries to select a different ship method. you can unselect Ship Method. • Select Within An Order to autocreate deliveries whose lines all belong to the same sales order and match on the Delivery Grouping Attributes. For example. Do not change these options if you have deliveries that are not ship confirmed. Select an Appending Limit. 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). its field in the delivery record can be updated until the ship confirm stage. 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. select a Autocreate Delivery Criteria if you enabled the Autocreate Delivery option on the Pick Release tab. This ensures that the delivery lines' grouping criteria is not broken by a different attribute value: for example. If each optional grouping attribute is unchecked. All selected delivery lines that match on the Delivery Grouping Attributes are eligible to appear on one delivery. The Appending Limits include: . Optionally.
A packing container has a license plate number for unit identification and reporting capability. 01/12/2009 . You can create containers without assigning them to a delivery. the container associated with the Customer Item in Oracle Inventory is used as the default container. volume. (Note: LPN is an acronym for License Plate Number. Sequential packing: fully packs one container at a time to its capacity (weight. 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. or quantity) before packing the next selected container.16:25 In the Shipping Transactions form.You cannot use this method with delivery lines of serial controlled items. . containers can be automatically packed using the container-item relationships set up in the Container-Item Relationships window. If you are using the Auto-packing feature. When the Customer Item is packed.• 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.) Customer Items can be associated with containers within Oracle Inventory. This association is used when packing the Customer Item into a container in Oracle Shipping Execution. This is useful if you want to create multiple containers of the same type then pack them with unassigned delivery lines. you can create and manage containers (LPNs) at any point in the shipping process. so containers are also called LPNs in Oracle Shipping Execution.
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. If you run Auto-pack Master. and the detail containers are packed into the parent/master container in one action: For example. the delivery lines are packed into the detail container. ■ If you select Auto-pack Master. It is also available at the delivery level 1. Auto-packing can also be performed for those items in Oracle Inventory that are defined as Customer Items. If multiple container-item relationships exist for the same item. the line is split into 2 lines of 6. The container-item relationship defines the container that is used for packing the delivery lines. the Preferred setting in the Container-Item Relationships window indicates the default container-item relationship used for that item. then auto-pack will look at Container-Load Relationships set up for the item and the Detail Container. then only the detail LPNs are created and packed. the first line is packed into the first container. Auto-packing Delivery Lines into Containers Auto-packing provides a convenient and quick way of automatically packing delivery lines into containers (LPNs). and the two detail LPNs (2 Container As) are packed into Container B. ■ The Auto-pack Master option is available from the Actions menu in the Lines/LPNs tab in the Shipping Transactions form. the second line is packed into the second container.1. If Percent Fill Basis is set to Quantity. Using the Auto-pack Master Option ■ If you select Auto-pack. Container type setups are done in inventory -> Setups ->Item ->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).
2. Crate a container Item in item master. .
Shipping > Setup > Container Load Details > Organizations > [OK] .3.
Auto pack it .4.
Manual packing Delivery Lines into Containers It involves two steps i. Assign LPN to lines/deliveries .2. Creating an LPN ii.
Packing Work Bench Lines into Containers • Container setups and process .3.
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. Minimum Fill Percent: 50 under Order Management tab Shippable flag: Checked Assign it to the inv organization. Delivery. Name Prefix. UnitWeight: 1. Create containers Items -> Master Items Coose the Inventory Organization Under Main tab. Voulme UOM: Cubic Foot. for the line 1. Internal Volume: 2. Base Number and Click on Ok. 06/30/2009 . Master LPN. UnitWeight: 1. Check the LPNs names created and Close the form. Item Status: active Under Pysical Attributes Weight UOM: Pounds. click on Details button Check values for Line.1 Manual Packing Delivery Select Order line 1 Actions: Select Pack option and Click on Go button Select the created container from the LOV. 2. Preferred Flag Process Flow 1. Maximum Load Weight: 2. Container Type: Choose a value from the LOV. On the shipping transactions form. Define a Ship-Container Load Relationship OM Responsibility: Shipping -> Setup -> Container Load Details Container Item. Parent LPN should be the one you selected above and Master LPN could be Null or the same value as above . Primary UOM: Each. Parent LPN.Container setups and process Submitted by Anonymous on Tue. Load Item.18:06 Setups 1. Maximum Quantiyt. 2. Container Flag: Checked.
Check Item Name and Quantity . it should be also one line under content.Click on Done button 2.3 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. 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.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. Delivery. Parent LPN & Master LPN. for each one of the LPNs. 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.
The Stop sequence will not resequence if a stop is removed. For example. and you remove one. . 1. 2. 3.14:32 A trip is an instance of a specific freight carrier departing from a particular location containing deliveries. and may include intermediate stops. 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. Trips can be created automatically or manually.Overview of Trips Submitted by Anonymous on Mon. the remaining stops will stay in the same sequence as they were originally. each with an arrival and departure date and time. A trip can contain more than one delivery. if you have two stops. 4. 01/12/2009 . 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.
■ 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 can manually set up a trip ahead of time and then assign delivery lines. and delivery lines to that trip. deliveries. and auto-create a trip and related trip stops.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. Manual You can manually create a trip and later assign delivery lines or find the delivery lines and create a trip. and trip stops. If your shipping process does not require advanced planning. When you manually create a trip. you can manually assign stops. you may prefer to automatically create trips: ■ Auto-creating a trip for a delivery: You can find the delivery you want to ship. For example. . for a regular trip scheduled to depart every Friday. related deliveries.
For example. or removed for the selected trip and prevents contents from being added or removed. and delivery line information. you first must set the status of the trip to Unfirmed before making the changes. or removed for the selected trip. vechile org code and ship method. Once the trip is saved the stops tab in the form gets enabled and stops can be enter over there.To manually create trip. you can add delivery lines and make changes to the delivery. delivery. If the trip status is Firm Routing. you can set the status of the trip to one of the following: ■ Firm Routing: Prevents trip stops from being added. . you can still update trip details. However. navigate to shipping transaction query manager form and enter the Trip Name. to add or remove trip stops. ■ Firm Routing and Contents: Prevents trip stops from being added. Firming a Trip Once deliveries and delivery lines have been assigned to a trip.
and receiver Unfirming a Trip When a trip is in Firm Routing or Firm Routing and Contents status. 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. you cannot add. the existing trip stops can be removed or new trip stops can be added. When you unfirm a trip. volume. or re sequence trip stops unless you first Unfirm the trip. a delivery detail. if you wanted to add additional costs to a particular vehicle that is used in the trip to deliver goods. or update existing freight costs. After the changes are done. 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. carrier. When the trip is in Not Firm status. override the suggested freight costs. Shipping Execution: ■ Sets the status of all deliveries in the trip to Open. remove. you can remove or rescreen existing trip stops or add new stops. ■ Sets the status of the trip to Open Assigning Freight Costs to a Trip You can assign freight costs to a specific trip.When you firm a trip. or a container. However. a delivery leg. if you leave the trip Not Firm. A freight cost can also be assigned to a delivery. a stop. . For example. the trip can be Firmed to prevent the trip stop settings from being changed.
From the Actions menu. . To print a document set for a trip: 1. Navigate to the Query Manager window. and pack slip information. or if you have added a Print Document Set button. select Print Document Set. These document sets can include pick release documents.Printing a Document Set for a Trip You can print a group of shipping documents and other reports in a set. 2. click it. and find the trip. all shipping documents.
Typically. Once you do SHIP CONFIRM. Bill of Lading 4. INTERFACE TRIP Stop The “Interface Trip Stop” process is executed either real time or later as a concurrent request. ii. This saves you from manually entering each item as fully shipped. Unspecified Quantities Ship option is selected at ship confirm. Packing Slip Report 3. When you ship confirm a delivery. Commercial Invoice If you dont defer interface (i. For example. 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. You use the Confirm Delivery window to manually select or deselect ship confirm options. • Delivery must be open. . Progresses the order line to “Shipped” status so that it can progress to the next workflow activity. 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.e. When you ship confirm a delivery. Shipping Execution confirms that the delivery lines associated with the delivery have shipped. 01/12/2009 .Ship Confirm Submitted by Anonymous on Mon. 2. the shipped amounts are automatically processed so that each delivery line with a missing shipped quantity value is recorded as fully shipped. • At least one delivery line must be assigned to the delivery. 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. iii. Deducts on-hand quantity and debits Cost of Goods Sold. The prerequisites are • Delivery lines must be released.11:12 Ship confirm is the process of confirming that items have shipped. Shipping Execution confirms that the delivery lines associated with the delivery have shipped. 1. The options in the Confirm Delivery window provide flexibility for automating many tasks associated with processing deliveries with many delivery lines. Then four concurrent program will run in the background . the process accomplishes three main objectives: i. when the Ship Entered Quantities.
For example. -Ship Entered Quantities. select one of the following ship confirm options: -Ship Entered Quantities. if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values). For example. if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values entered). 1. Unspecified Quantities Stage: Leaves the unspecified delivery line quantity as staged and removes it from the delivery. and find the delivery. 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).To ship confirm a delivery Navigate to the Query Manager window. For example. 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 delivery displays in the Shipping Transactions window. In the Ship Options region. select Ship Confirm to display the Confirm Delivery window. the full quantity (10) is backordered and displays in the Backordered Quantity field. the full quantity (10) remains in the Stage Quantity field and the line is no . if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values). From the Actions menu. -Ship Entered Quantities. the full quantity (10) is shipped and displays in the Shipped Quantity field.
Unspecified Quantities Cycle Count: Ship confirms the quantity of items specified in the Shipped Quantity field. Shipping Transactions tabbed region. Note: If a non-zero Stage Quantity exists on a line. backorder quantity = requested quantity)and transfers the backorder reservation to cycle counting. For example. For example. the full requested quantity is shipped (10) and displays in the Shipped Quantity field.This generates a Bill of Lading . if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values). -Backorder All: Backorders the entire quantity irrespective of what was entered (shipped quantity = 0. In the Auto-create Trip Options region. all staged delivery lines are grouped together in a new delivery. If Allow Future Ship Date in the Shipping Parameters form. Close Trip: Creates a trip and stops for the delivery. 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. all stops. 2. If Allow Future Ship Date is selected. if the Requested Quantity is 10 and the Shipped Quantity field is 5. but leaves second stop open. -Cycle Count All: Backorders the entire quantity irrespective of what was entered (shipped quantity = 0. -Ship Entered Quantities. it is split from the line and unassigned from the delivery. You can also transfer delivery quantities to cycle count prior to ship confirm by using the Shipping Transactions form. select or update the ship method and the actual departure date. Enable the Create Bill of Lading box if you want to create a Bill of Lading. Closes the first stop of the delivery. you recieve a warning and the Inventory Interface concurrent process does not process the transaction until the actual departure date. backorder quantity = requested quantity). do not do so as you receive an error. Cycle Count action. You can also transfer delivery quantities to cycle count prior to ship confirm by using the Shipping Transactions form.longer associated with a delivery. treats blank quantities as full backorders (backorder quantity = requested quantity). If you do not want to create a trip for the delivery. If the Create Delivery for Staged Quantities is enabled. choose the Go button to ship confirm and save your work. You can enter a future Actual Departure Date. Closes trip. and the delivery. Cycle Count action. 3. Sets status of delivery to In-transit and initiates Order Management (OM) and Inventory interfaces. is cleared. and transfers the backorder reservation to cycle counting. -Ship All: Ship confirms the entire quantity regardless of what was entered in the Shipped Quantity field (shipped quantity = requested quantity). if you want all staged delivery lines grouped together in a new delivery. the full quantity (10) is backordered and transferred to cycle counting. Enable the Create Delivery for Staged Quantities box (default setting). This allows you to specify the stop departure date which also updates Inventory.
. Choose one of the following -If you disable the Defer Interface box and run Ship Confirm. a request is not automatically submitted to interface the trip stops.number and prints it if it is part of a document set. -If you enable the Defer Interface box and run Ship Confirm. Save your work. inventory gets decremented and the order line is updated with the shipped quantity. you need to run the Interface Trip Stop-SRS concurrent request to update the Inventory and the Order Line status. Select the document set you want printed for the delivery and choose the OK button. When the Defer Interface box is enabled. 4. A trip and related stops are created for the delivery.
Order Management provides the functionality required to recognize fulfillment of an order line. It allows you to prevent invoicing of lines within a fulfillment set until all lines are ready for invoicing. Overview To fulfill an order line in Oracle Order Management means to satisfy the requirements for completion. • For a return line the fulfillment method activity is the receiving activity. drop ship and return lines. When the information is written to the tables. the activity checks to see if the fulfillment method activity (for example. The invoice interface activity places the information from the sales order line into the Receivables Interface tables. 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. This gate is known as the fulfillment activity.16:58 The fulfillment activity acts as a synchronization point for all lines on the order that are in 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. note that the invoice is not actually generated until the Autoinvoice program in Receivables has been run. There are two activities which are considered fulfillment method activities (workflow attribute) in seeded Order Management workflows. • 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. Once the Fulfillment activity completes. When a line workflow reaches the fulfillment activity. . 03/26/2009 . Seeded workflow processes and activities can be used to provide baseline functionality for sales order. the invoice interface activity is complete. and the line proceeds to the close line activity. Order Management allows you to group lines into a fulfillment set and to establish a gate activity in your workflow process. 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. You may define any activity as the fulfillment method activity in a workflow process. Order Management's fulfillment functionality provides a simple way to synchronize line workflows for multiple order lines. How It Works The fulfillment activity is a seeded workflow activity named FULFILL. Lines in a fulfillment set will wait until all lines in the set have been fulfilled to proceed through the gate. a Background Workflow Process processes the order line(s) to the Invoice Interface activity. This activity is the synchronization point between the lines of a fulfillment set.Fulfillment Activity Submitted by Anonymous on Thu. The invoice will then be viewable in the Sales Order window. However. shipping or receiving) completed successfully. Lines that are not in a fulfillment set simply pass through the activity. The fulfillment activity must be between the fulfillment method activity and the invoice interface activity in the respective workflows. You may find additional uses for the fulfillment functionality in your business.
If all lines within the set are fulfilled. . the fulfilled quantity for the order line will be updated with the shipped or received quantity. 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. include the fulfillment activity before invoicing in each process. the order line will wait at the fulfillment activity. If you create your own workflows. Setup No setup is required to use the fulfillment functionality with the seeded workflows. 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. • If the line is part of a fulfillment set.If the line completed successfully. then the order line completes the Fulfillment activity and continues with the next activity within its order line workflow process. the order line completes the fulfillment activity for all the lines within the fulfillment set. This will provide two benefits: Update the fulfilled quantity for the lines and enable you to use fulfillment sets. and the order line fulfilled Order Management Processes 5-5 flag is set to Yes.
However. reschedule or cancel a sales order. Order Attribute changes propagate in Shipping Execution based on the Shipping Execution change logic. Prior to the Order Management Change Management design. 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. once the orders were interfaced into Shipping and Pick Released. Only changes entered after the sales order lines are booked and interfaced with Shipping Execution are validated by the change logic in Shipping Execution. 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. changes to the sales orders were limited. The change category letters correspond to Shipping Execution change logic as follows: • ■ A: Change in Quantity • ■ B: Change Organization. changes to pickable orders were allowed as long as the orders were not booked or interfaced with Oracle Shipping Execution. Customer Sales Representatives (CSR) enter sales order changes in Oracle Order Management (OM) or Oracle Project Contracts. 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. Inventory and Unschedule • ■ C: Change in Schedule Date • ■ D: Change in Ship Sets or Arrival Sets • ■ E: Change in Delivery Grouping Attributes .00:19 In the course of business.
Order and Delivery Status Mapping The following table shows the correlation between Sales Orders in Order Management and the related Shipping Deliveries status. The Shipping change validation logic is initiated for interface lines where the action flag value is set to U for Update.Change Logic Before changes are considered. 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. all line imports and line splits must be processed. Changes to sales order lines not interfaced from Order Management to Shipping are not restricted by Shipping. in any order. For sales order lines interfaced from Order Management to Shipping.Split) ■ Order Management changes request to Update Shipping Attributes (U .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. The WSH_INTERFACE holds. the attribute change category is evaluated to determine what type of validation and action is needed to successfully update the Shipping attributes. the 3 types of entries from Order Management interface API call: ■ Requests to Import lines and create matching deliveries (I .Import) ■ Split existing delivery lines (S . When a change is requested.
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.Update_Shipping_Attributes lines where the Action Flag is set to U.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. . The distinct attribute changes that need validation are classified in the following categories: ■ Change in Quantity ■ Change Organization. Shipping processes all interface data by: ■ Importing order lines to create delivery line details for newly inserted records. (U) Based on the attributes changed. (S) ■ Shipping change validation determines what attributes have been changed. Shipping Attribute Change Validation Logic The change validation logic is initiated for WSH_INTERFACE. Inventory. (I) ■ Processing Split request for existing delivery lines. Existing and new inventory reservations are managed by Shipping as detailed in the following section. distinct validations are applied to propagate the order changes to Shipping delivery lines.
or deletes reservations for changes originated in Order Management. ■ After the order lines are interfaced in Shipping.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. the Order Management code creates reservations by calling Inventory APIs. Order Management provides constraints that can be customized during implementation. 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. These constraints are used to prevent sales order changes after the associated delivery lines have been pick confirmed in Shipping. ■ Order Management does not update reservations with changes after booking. Instead. it also synchronizes the Inventory reservation and splits and the move order line. Shipping updates. If you choose to remove these constraints. • OM Constraints . ■ Overpicked quantities do not have existing reservations when orders are interfaced. If the system is not accurately updated in real-time. creates. Inventory internal Applications Program Interfaces (APIs) are used to create. ■ 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. Order Management requests a delivery line split by setting the OMWSH interface API action flag to S for Split. Shipping creates additional reservations so all picked inventory items can be tied to the reservation. existing Inventory reservations are managed in Shipping by calling Inventory APIs. Delivery Line Split When an interfaced order line is split. As Shipping splits a delivery line. Reservation management by Order Management and Shipping: ■ When an order is booked. Split is allowed for delivery lines not ship confirmed. or cancel reservations stored in the Inventory tables. update. changes may be allowed after the deliveries are far-gone. The reservations tables are part of the Oracle Inventory product. These APIs are called by Order Management and Shipping code to manage reservations and reservation splitting.
Order Line update is controlled for 22 different shipping attributes as shown in the following table: . Changing Defaults To access the Order Management constraints window follow these steps: 1. By default these constraints are active to disable order line changes after pick confirm step. Without these constraints. cancel or split order lines. Some users require changing order lines after the delivery is pick confirmed/staged and until the ship confirmation stage. In the Application field. The system supports flexibility of removing some or all the Order Management.OM Constraints Submitted by Anonymous on Mon. N: Setup > Rules > Security > Processing Constraints. Once the delivery lines have been pick confirmed/staged in Shipping Execution. query Order Line. query Oracle Order Management. Order Management users are not allowed to change. 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. 12/21/2009 . this process can allow changes between the time items are shipped and the ship confirmation update in the system. 3.00:35 Order Management provides constraints at pick confirm for users who physically ship deliveries before confirming them in the system.Shipping constraints. Navigate to the Processing Constraints window. In the Entity field. 2.
This message is returned when the update cannot be executed because the source order line is only partially eligible for a change. 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.Exception Messages The following messages have been created to provide feedback to Order Management users when an order line change is rejected. This message is returned when a delivery line update was rejected because it was requested by a product other than Order Management. must be eligible for the change. Update Not Allowed Message: The update is not allowed because the source line is under WMS control. For a change to be allowed all delivery lines. This exception happens when the result of a split would create a null or negative quantity. The . This message is returned if the update cannot be executed because the source line is under Oracle Warehouse Management (WMS) control. Update Cannot Split Quantities Message: The source line cannot be split because quantity conversion has an error. Invalid Source Code Message: The Source code 'Source_code_name_string' is not recognized. This message is returned if the update is rejected because the source line cannot be split due to a quantity conversion issue. The order line is associated at least with a confirmed delivery line or has already been shipped. related to the source order line.
Other products cannot request Shipping changes.) The update was executed but may require an additional manual step to unassign the delivery line from the LPN. Please manually unassign the delivery line from container &CONTAINER_ID.source code allowed is restricted to 'OE'. 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. The message provides the delivery line detail and the LPN ID to manually unassign the delivery line from it. Invalid Packing Condition Caused by Shipment Attribute Change Message: One or more shipment attributes have been changed for delivery line &DETAIL. .
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 . 03/26/2009 .Special Orders Submitted by Anonymous on Thu.
If you want a line to be drop shipped. but you can choose to do so. Order Type/Line Type Define line type/order types for your drop shipment orders that have a workflow containing the Create Supply activity. The seller receives an invoice from the supplier and sends an invoice to the customer. The seller receives an invoice from the supplier and sends an invoice to the customer. or delivering them. and enable the items you want to be drop shipped in that warehouse. Defaulting Rules Define defaulting rules.13:15 Drop shipments is a method of fullfilling sales order by selling products without the order taker handling. The supplier ships directly to the customer. Order Management does not require you to use a special shipping org for drop shipments. 01/15/2009 . define the logical warehouse as a shipping org.Drop shipments Submitted by Anonymous on Thu. for the source type attribute of the Order Line. stocking. This will isolate the costs of drop shipped items from items you physically stock. In . 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. The seller buys a product and the supplier ships the product directly to the seller's customer. make the source type equal to External. Required Set UP Warehouse Consider establishing a logical warehouse to receive drop shipments. In that case. the seller receives a sales order from the customer and sends a purchase order to the supplier. based on conditions that make sense to your business process.
you might want to create a defaulting rule to default that shipping org to your order line. Then Purchasing's Requisition Import process creates the requisitions. 3. Process Steps 1. Drop Shipments are marked with the Source Type of External in Order Management and Supplier in Purchasing. or you can manually choose External source type.addition. if you defined a special warehouse for drop shipped items. Enter and book an order. Approve the requisition to generate the Purchase Order. The Purchase Release concurrent program or workflow in Order Management creates rows in the Requisition Import tables in Purchasing. Defaulting Rules may set source type attribute to External. Run Requisition Import in Purchasing to create the requisition. 2. .
4. to indicate shipment to the customer. A report. Inbound and outbound material transactions are automatically created for accounting purposes. Order Management workflow proceeds to next step. Sales Order/Purchase Order Discrepancy Report. Create a PO or autocreate a Blanket PO release from the approved requisition. or even an invoice. you may receive an ASN. If the vendor does not send ASN. These changes need to be manually updated in Purchasing and then communicated to the vendor. typically invoicing of the end customer. However. The receipt triggers automatic receipt of the line in Purchasing. A drop ship order can be changed or canceled in Order Management after it has been sent to Oracle Purchasing but before receipt. the changes are not automatically communicated to Purchasing. When the vendor ships product to your customer. . receipt can be entered manually (passive receiving). shows what orders have changed.
Seattle .Go to Inventory -> Setup -> Organizations -> Inter-Location Transit Times . Cost Set up (M2) a. b. Item Setup Navigate to Inventory -> Items -> Master Items a.13:10 Transfer the material from M2(Seller(om)) to M1(Buyer/Customer/Destination(po)) 1. c.Internal Orders Submitted by Anonymous on Thu.Boston Destination Type : Location Destination : M1. Define Inter-Location Transit Times (optional for testflow) . 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. 01/15/2009 .Enter the Ship Method and Intransit Time such as : Ship Method : Airborne Intransit Time : 5 Default Method : check . 3. Shipping Network Setup Verify setup for inter organization Shipping Network between M2 and M1 . Apply the 'Purchased Item' template Internal Ordered Internal Orders Enabled Assignment in both orgs 2.Go to View -> Find and enter Origin Type : Location Origin : M2.Navigate to Inventory -> Setup -> Organizations -> Shipping Networks Transfer Type : Intransit FOB : Receipt Receipt Routing : Direct Internal Order Required : checked 4. Navigate to Inventory -> Costs -> Item Costs Cost Element : Material Sub-Element : Material Basis : Item Rate or Amount : 23 Cost Type : Pending b.
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. Attach a document sequence to it.Click on the Internal Requisitions tab . 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. 6. b.5. Org M1 needs to defined as a customer a. A new document category is attached with the above order type. Navigate to Purchasing -> Setup -> Organizations -> Purchasing Options (M2) . c.
It is possible to create an internal order in an operating unit different from that of the internal requisition. 6.com/user-guide/purchasing-overview/internal-requisitions 1. or manually choose Inventory source type. 2. Approve the Internal Requisition. Enter Requisition in Oracle Purchasing of M2(buying/destination). This can also be scheduled as part of your set up to run periodically to meet business needs. pick and ship the internal order. This can also be scheduled as part of your set up to run periodically to meet business needs. After Order Import completes successfully. Receive against the Internal Requisition. 4.oracleug. Run the Create Internal Sales Order concurrent program in Purchasing to load the Order Import tables. Run Order Import with Order Source = Internal in OM to create the Internal Order. book. Sourcing Rules may set source type attribute to Inventory.details @ http://www. 5. Back to Back Orders . Be sure to run Order Import using a responsibility that corresponds to the operating unit in which the internal order needs to be created. 3.
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.
use the Copy function in the Actions list to generate the return order or line by specifying an RMA line type. 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.
reference a sales order. invoice.• Second. . PO number or serial number of an item directly in the Return Reference field within the Line Items tab of the Sales Orders window.
so that the user doesn't have to manually choose the line type unless they want it to be different. To successfully enter an RMA in OM. An order with a Mixed order type category can contain both standard and return lines. and item type combination. Line level workflow processes are assigned based on the order type.Credit order types have an order type category Return. finished good item should . you can use the Generic . Therefore. a standard. 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. activities and notifications to determine if the seeded data can meet your business needs. line type. With services.• Lastly. When you setup a return order type or mixed order type. manually enter return line information and choose the appropriate return line type in the Sales Orders window. you have the option to set a default return line type. for return without originating sales order line.Return for Credit only. Workflow Order Management comes with seeded Oracle Workflow processes. Review the seeded flows.Order Flow Return with Approval and Line Flow .
damage etc. You can also setup special charges to be applied specifically to returns. Navigate to the Order Management responsibility and select the menu: Setup > Quickcodes > Receivables. return handling. 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.be defined in Oracle Inventory with appropriately set attributes. you should copy the refundable invoiced charges. The Oracle Receivables Lookup window will appear. View the existing codes or add a new code. meaning the charge may be refunded. Freight and Special Charges for Returns When setting up freight or special charges. Query the CREDIT_MEMO_REASON code from the query manager (Flashlight icon). When you create a return line from an original order line. These codes appear in the Return Reason list of values. like restocking fees. You can set this through an attribute called Refundable Flag (Include on Returns field) within the Pricing Modifier setup • Process Flow . you can specify if the charge is returnable.
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. 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. Normal business is delivered with four different RMA Order Types. 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. 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. 03/27/2009 . • These credits are generally used by software companies when the customer destroys the CD or disk and erases the software from their machine. • These returns would be for: • Evaluation Orders • Samples • Other orders where the customer was not originally charged for the product. but the physical return of the product is not required.Process Flow Submitted by Anonymous on Fri. RMA Credit Only is used when the customer will be receiving a credit. but no physical thing to return. 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. including: . • Copy an original order into an order with an RMA Order Type.
once the Fulfillment activity completes. and if the Calculate Price Flag is set to Y (Calculate Price) or P (Partial Price). Generate a Credit Memo The Workflow process of the return line(s) will be on the Invoice Interface activity. Once the Additional Order Information window has opened. The lines in the fulfillment set will wait at the fulfillment activity until all the lines in the set have reached the activity. Lines that are not in a fulfillment set simply pass through the activity automatically. Since we did not reference a sales order. the user need to change responsibilities to Order Management > Orders.e. The eligible lines will automatically be put into a fulfillment set. we are entering a single line RMA where the originating transaction is unknown. The user will not have to perform anything during this step. However if the Calculate Price Flag is set to N. However.1. the invoice interface activity is complete. Return for Credit with Receipt of Goods) and enter a Return Reason. then freight charges get applied automatically on the partially received lines. 2. click on the Receivables tab to view the credit memo. then the freight charges do not get applied on the partially received lines. These programs can be setup to run automatically in the background. Create an RMA having a single line whose originating transaction is unknown while entering an RMA in the Returns tab. the user needs to change responsibilities to Receivables and navigate to the Interfaces window. click Actions and choose Additional Order Information. Product Discontinued). open the RMA order. 6. The credit memo will then be viewable in the Sales Orders window. . If you receive the returns partially. The invoice interface activity places the information from the return line into the Receivables Interface tables. To run the Autoinvoice program. Book the RMA 3. the user will need to enter the Line Type as a return (i.e. The Autoinvoice Master program will generate the Autoinvoice Import program which 5-50 Oracle Order Management Implementation Manual generates the credit memo. Just set the programs as 'Deferred. View the Credit Memo in Order Management View the credit memo in Order Management. 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. and the line proceeds to the close line activity. Fulfill RMA line The fulfillment activity acts as a synchronization point for all lines on the order that are in a fulfillment set. To view the credit memo in Order Management. Receive the RMA using the Receipts window of Oracle Purchasing 4. Check the on-hand quantity of the item in Inventory to verify that correct quantity was received 5. Returns > Order Organizer window. note that the credit memo is not actually generated until the Autoinvoice program in Receivables has been run. Query your RMA # in the Order Organizer. A Return Reason is required to be entered (i.' 7. This window will show your the credit memo number and amount. Once the RMA is queried. Once the information is written to the tables.
Check the Shipped and Fulfilled quantity on the RMA line From the above step.8. select the Folder menu at the top of the window. The field will populate in the window. Invoicing Submitted by Anonymous on Tue. the user needs to use the folder technology to add the field to the sales orders window. Next. To access the Fulfilled Quantity field. The Shipped Quantity means the received quantity for return lines and the Fulfilled Quantity means the delivered quantity for the return lines.19:53 . click on the Warehouse field in the Shipping Tab of the Line Items window. 04/21/2009 . navigate in the Sales Orders window to the Line Items tab for the RMA. To add the field. Scroll to view the Shipped Quantity field. select Show Field and choose the Quantity Fulfilled field from the list.
payment terms. which processes invoices for customers and accounts for revenue. credit memos and credits on account. Additionally. Moreover. The Invoicing Integration workflow activity can be part of the Order Header workflow. Please note that you . Now with enhancements to the functionality. you can process credit memos and credits on accounts created from returns using this process. or part of the Order Line workflow.Invoicing in Oracle Order Management is the process by which data from Orders and Returns is communicated to Oracle Receivables to create invoices. you must submit AutoInvoice from Oracle Receivables to import the invoice and credit data into Oracle Receivables. it transfers fulfilled item information including quantities. Upon completion of the Invoicing workflow activity. they are sent as regular invoice lines to Receivables with a negative price. However. recognize revenue and manage sales credits. Oracle Receivables will consolidate all the freight charge lines into one line for accounting and printing on the invoice. sometimes a part of the freight charge at the header level used to get invoiced. Invoicing Integration has been implemented as a workflow activity in Order Management. which will interface each line or set of lines as they become eligible. all freight and special charges such as insurance. if the freight charge used to get updated. This feature provides visibility to discounts for printing on invoices. handling. Values for this attribute are Ordered or Shipped. There is no grouping done by the Invoicing Activity. If this value is Shipped. and export charges are passed individually to Oracle Receivables as invoice header level charges. but does not provide separate accounting for discounts. the amount difference is populated in the invoice interface tables. When it executes. Freight charges are applied at the header level. This indicates that a charge has to be credited and the invoicing takes place for the correct amount. If you choose to show discounts. The Description field for the discount lines is the name of the discount. the ordered quantity is invoiced. if you want the entire order to interface to Receivables at the same time. Discounts In Order Management. and transaction dates to Oracle Receivables. and are accounted for like the item to which they belong. This is controlled by the system parameter Show Discount Details on Invoice. 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. Undershipments are always invoiced as the amount shipped. once Receivables supports such functionality. If this value is Ordered. selling prices. 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. this difference was not passed to invoice interface. However if the customer uses line level invoicing. the actual shipped quantity up to the Overshipment Tolerance limit is used for billing. Order Management passes the details to Receivables to support differing charge accounting and printing in the future. even if a larger amount was actually shipped. Freight and Other Charges In Order Management.
and an Order Management form for customer/item.17:09 . Master Items form. bill-to site. You can also specify exceptions for a customer. 03/27/2009 . • Credit Management Retroactive Billing R12 : Deferred COGS Concept Credit Management Submitted by Anonymous on Fri.must set over and under shipment tolerances to be able to overship or automatically close a line on an undershipment. You can set site-level shipping tolerances via a profile option. item or customer/item combination using the Customer Standard form.
you may not want to perform credit check for all orders. while setting up a customer profile class. a manufacturer may wish to exclude all orders from internal customers from credit check. Orders for a given class of customer. if the credit check rule fields are left blank. 2. Orders for a given customer billing address. For example. 1.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. Credit functionality checks the credit and applies or removes the hold automatically based on exposure availability. Please note credit check functionality for automatic applying and releasing hold will not work in case the hold is removed manually. Orders that could be exempted from credit check can be: 1. For example. With Order Management and Oracle Receivables. While setting up order types. Credit checking rules are assigned to order types. 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. 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. This credit limit is set at Bill To level. a manufacturer may wish to exclude orders that . Order Management enables you to perform credit checks on customer orders or order lines. Credit check functionality can work at any of the following stages – • Order Entry • Picking • Packing • Shipping 3. you can disable the Credit Check flag. you may want to exclude staff sales or internal sales orders from credit checks. Orders of a given type. and then set up credit checking rules to exclude that profile class of customer. this would automatically exclude orders of that type from credit check. and automatically hold orders or lines that violate your credit setup. Customers that have this customer profile class assigned to them would then be excluded from credit check. For example. For example. Using credit rules(credit check rule and credit usage rule). 2. 4. Business can give proper approvals to users and responsibilities to remove credit check holds manually. Order Management’s credit checking feature is the process by which orders are validated and released against your credit checking business rules. With Order Management and Oracle Receivables. Orders for a given customer. Credit Checking Components Depending upon your business practices. but rather only those orders that could pose a credit risk. a manufacturer may wish to exclude all orders from its largest customer from credit check. You can group all your internal customers into one Customer Profile Class.
While setting up the bill-to site profile. Disabling this flag will automatically exclude order lines with that payment term from the credit evaluation. The Credit Check process can be performed for orders or order lines. ■ Real time transactional data is all related transactions which are summarized at the point credit checking is invoked. you specify the type of exposure to utilize when performing credit checking. you determine what type of exposure to use when determining credit worthiness. enabling the Credit Check flag determines whether orders billed to that address will be credit checked. If one level disregards credit checking. 3. Only those lines that have Manual payment terms with credit checking turned on are compared against the credit limits.customer • Order or line payment terms Credit Checking will only occur for an order or line when all three levels enable credit checking. With Order Management and Oracle Receivables. the individual bill-to sites can have a different transaction profile from the parent customer. 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 . Order lines with a given payment term. ■ 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. order lines with a cash on delivery payment term can be excluded from the credit checking process. so you do not need to credit check them. Deactivating Credit Checking There are three ways to deactivate Credit Checking on an order: . Order lines that are paid via Commitments. These orders will have credit card authorization in place of credit checking. These lines are in effect prepaid. When defining your Credit Check rules.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. For example. Credit Exposure When you perform credit checking in Order Management. Orders with payment type = Credit Card. With Order Management and Oracle Receivables. the payment terms also have a Credit Check flag. credit checking does not occur for the order or line.
Pack. the next time you attempt to Book. Pick Release or Purchase Release (for drop shipments). or you perform an order change that trigger credit checking in the Sales Orders window. Deactivating Credit Checking does not automatically release orders previously on credit hold. or Ship Confirm an order which utilizes a Order Management Transaction type that enables credit checking to occur at the specified order points. 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. • Define the Customer Profile so that the Credit Check check box is not checked. 06/26/2009 . • Use payment terms for which the Credit Check check box is not checked. However.12:38 .
you might want to perform a high-level credit check before booking.Credit Checking Rules within Order Management enable you to determine credit worthiness of orders when performing credit checking. 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. Credit Check Rules are attached to Order Management Transaction Types. 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. 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. pick release and purchase release (from drop shipments). For example. separate credit checking rules can be assigned for use at the time of booking. In Order Management. Credit Check Level 1. Order Line Level: Line level credit check uses data at the sales order line level. or shipping. packing. pick release and purchase release (for drop shipments). Credit checking will use order totals and will evaluate credit exposure against the credit profile attached at header level. credit check rules are assigned to pre-specified workflow events that trigger the credit checking process. you should use Sales Order Lines level credit check. Additionally. . 2. the payment terms used for orders and order lines must be enabled for credit checking to occur. and holds are always applied at header level. but you may want to apply more specific controls before shipping the product to your customer. or shipping within corresponding order or line workflow processes. and provide you with various options in determining your customer's credit exposure. packing. Order level credit check uses the credit profile attached to the customer Billto site defined at order (header) level. Options The Credit Check process can be performed at sales order header or sales order line level.
If you manually release an order or line from credit check hold after booking. if you ship after Day 15. Order Management will not enable credit checking to occur again. with a value of 15 within the Days to Honor Manual Release field. and if you ship the order or order line within 15 days. packing. used in conjunction with Days to Honor Manual Release field. In this situation. However. pick release and purchase release (for drop shipments). you are able to create a sales order whose lines could be attached to different bill-to sites owned by different customers. you had the ability to manually release order or line credit check holds that were placed by credit check process. enables you to define the duration (number of days) manually released holds will be honored and not overridden by additional credit checking processes. 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. in conjunction with the Override Manual Release check box. or shipping within your transaction type efinitions). no additional credit checking of manually released credit holds occurred. For example. the credit limit currency does not necessarily have to be the same as the functional currency. 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. Assume that this credit check rule is assigned to the transaction type as a credit check rule for booking and shipping. suppose you have defined a credit check rule in which you have enabled the Override Manual Release check box. However. Credit Checking Rule Days to Honor Manual Release This field. you could use line level credit check when you have defined customer relationships in your system and you actively use them in Order Management. Override Manual Release (check box) In previous releases of Oracle Order Management. Conversion types are limited to the values you define within the Oracle General Ledger Conversion Rate Types window. Credit checking holds are automatically placed based upon your credit rule definition. 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. Conversion Type Conversion types for credit check rules enable you to model a fixed exchange rate between currencies or use an average exchange rate. You automatically release credit holds by scheduling the Credit Check Processor concurrent program to run at specific intervals. The Override Manual Release check box. When performing credit checking.Additionally. 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. . then Order Management will enable the credit checking process to be invoked again. 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.
In order to improve performance. current. 4. You can activate both. Exposure You can choose how you wish to validate credit worthiness during credit checking by determining the exposure method used. based on your specific business needs. The summary table is updated as often as your business practices require. the use of pre-calculated exposure. You can activate both. 2. The notification is sent to the person who created the order. and updates to the table are performed by submitting a concurrent program. Indicate whether to include uninvoiced orders in this credit check rule.Notifications You can choose to send notifications whenever a sales order or order lines fails credit check. You must activate either the Include Open Receivables Balance check box or the Include Uninvoiced Orders check box in your credit check rule. If you checked Include Uninvoiced Orders. Previous versions of credit checking calculated customer exposure accessing underlying transactional tables. 3. If you checked Include Open Receivables Balance. 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. Oracle Order Management has incorporated an additional option. Using this option. You must activate either the Include Open Receivables Balance check box or the Include Uninvoiced Orders check box in your credit check rule. Positive Number: Includes open receivables with invoice dates X days earlier than the current date. but you cannot toggle both off. No Value: Includes all open receivables. but you cannot toggle both off. and future open receivables up to X days beyond the current date. 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. and should be scheduled to run periodically. credit checking will validate exposure against balance information stored in a summary table. Negative Number: Includes past due. underlying transaction tables were summed to generate customer balance information. enter the number of scheduled shipping horizon days for . When a credit check request was executed.
Orders scheduled to ship after 45 days are not included. • Credit checking calculations on open receivables always include tax amounts and are not affected by the Include Tax option. For example. If the performance of credit checking requires improvement you can toggle off this option. or discounted (factored) receipts that have not been risk eliminated.uninvoiced orders to include in your total credit exposure. If the performance of credit checking requires improvement you can toggle off this option. if you enter 45. 5. indicate whether to include payments at risk when calculating a customer's outstanding balance. Receipts at risk are remitted receipts that have not been cleared. . If you include uninvoiced orders in your credit check rule: • Indicate whether to include orders currently on hold. • Indicate whether to include tax on uninvoiced orders. If you include open accounts receivables balance in your credit check rule. your total exposure includes only uninvoiced orders scheduled to ship within 45 days of the current date. 6.
06/26/2009 .14:49 Credit profiles define the maximum financial risk you are willing to withstand on your regular operations. 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. You can define the credit profile information at the following levels: Customer and Customer Site: .Credit Profiles Submitted by Anonymous on Fri.
Organization Default provides a higher level in the customer profile hierarchy (customer site . 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 implement credit policy changes by modifying a Profile Class and cascading the changes to individual Customer Profiles. Check current limitations for multi-currency credit check set up. Customer 5. There is an embedded hierarchy provided by credit checking routines for establishing credit information between the following entities: 3. or you can customize credit limits to fit the particular customer. Item Category credit profile is completely independent from customer credit profiles. Organization Default .customer organization default). You can accept the default credit policies from a Customer Profile Class. Customer Site 4.This profile defines your credit policies for individual customers or customer sites. Item-category credit check will place a credit hold for transaction amounts over pre-defined category credit limits. 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. It is used as a default when customer/customer site credit profile is missing. 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. Item Category: Item Category Credit Profiles enables you to define credit information by Order Management Item Category.
Item Category Credit Profiles are applicable across operating units. For example. 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. This is extremely useful if your business practice requires item-based insurance coverage.When customer site and customer credit profiles do not exist. if a transaction is entered and no credit limits exist at the customer or customer site levels for the specified order currency. 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. Customer Site: Enables you to define credit limits by currency for Customer Sites. within a given operating unit. 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. Unlike the Operating Unit Default Credit Profile that defines credit limits for specific operating units. Note: Only categories associated with the default category set for the Order Management functional area are supported. provided you define an Operating Unit Default Credit Profile for each currency you process order transactions for. Credit Profile Types Customer: Enables you to define credit limits by currency for Customers. 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. . if it exists. by currency. the Organization Default credit profile is used. 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. Item Category: Enables you to set order credit limits. for one or more Item Categories. Operating Unit Default: Enables you to set credit limits and terms. Operating Unit Default Credit Profiles enable you to effectively enforce a formal credit checking process for all order transactions/currencies from any customer. the Operating Unit Default Credit Profile for the transaction/currency entered will be used to determine credit availability. Item Categories enable you to set order credit limits/profiles for one or more item category (applicable for all customers).000 USD for any order lines that contain an item associated with the Item Category Computers. There is no overall system credit limit for a category. Credit Profiles include the credit limit and pertinent data needed to determine total credit exposure for orders undergoing credit checking. by currency. an Item Category Credit Profile can specify that the maximum order value cannot exceed $10. The Credit Profile window enables users to create and maintain credit information for Operating Units and Item Categories. For example.
• You cannot define Credit Profiles for Customer or Customer Site by directly navigating to the Credit Profile window. Retroactive Billing Submitted by Anonymous on Fri.16:14 . • You must then assign a Credit Usage Rule to your Customer or Customer Site if you want to enable multi currency credit check. 11/06/2009 . users must specify what type of credit profile to create. appropriate fields within the window become updateable or non-updateable.To create a new credit profile. • 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.
a commodity will sharply increase or decrease in price. Navigate to the Oracle Receivables Lookups window. shipment quantities are identified that occurred during the retroactive billing period. especially the automotive industry. and the additional charges or credits are calculated and sent to the customer for billing. Create a new Credit Memo Reason Code to use for retrobilling. but recommended because it allows you to query the credit lines and credits in Receivables using the reason code. 2. Order Management provides a query to identify order lines that have previously been invoiced that may be subject to such retrobilling. whereby a customer requests changes to the amounts charged on already invoiced orders and receives credits or additional invoices. and then the automatic generation of credit memos (and occasionally invoices). Order Management > Setup > QuickCodes > Receivables. for example. This is optional. . The customer will issue an amendment to the sales agreement or purchase order. Setup To set up retroactive billing: 1. a simple approval mechanism.Retroactive Billing allows you to change billing amounts retroactively in the event of a price renegotiation. If the price change is retroactive. 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. Periodically.
Create an order type to use for Retrobilling. 3. Order Management > Setup > Transaction Types > Define. . Navigate to the OM Transaction Types window.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.
You must create folders to display the retrobilling fields. Save the parameters. set the default order type. and set the default reason code. This menu item is seeded. Enter the operating unit in the Operating Unit field. but is not active for any responsibility until you assign it.Set the OM Parameters. • Set Enable Retrobilling to Yes. 4. this menu item is seeded as granted. • If you created a default reason code. The fields on the Sales Orders form that support retrobilling are seeded as Hidden. Create folders with the attributes visible. so you do not need to perform this step. 5. This step determines the defaults Retrobilling uses. You can override the order type and reason code for individual runs of Retrobilling. Select Retrobilling Parameters from the Category field. Create any necessary folders for the Sales Order window. If you have installed Oracle Release Management. and then assign those folders to the responsibilities who will perform retrobilling. • Set the default retrobilling order type to the transaction type you created. Add the Retrobilling Organizer menu item to the responsibilities that will do Retrobilling. Add Retrobilling Organizer to the menu. . Then enable Retrobilling. Navigate to the OM System Parameters values window. Order Management > Setup > System Parameters > Values. choose it.
21:53 The deferred COGS of goods account is the new feature introduced in Release 12.R12 : Deferred COGS Concept Submitted by Anonymous on Thu. 07/01/2010 . 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. despite the fact that revenue may not yet have been earned on that shipment. The same was not possible till now.5. 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.10 is used. the value of goods shipped from inventory will be put in a Deferred COGS account. The basic fundamental behind the enhancement is that the COGS is now directly matched to the Revenue. the value of goods shipped from inventory were expensed to COGS upon ship confirm. 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. Prior to this enhancement. And finally. As percentages of Revenue are recognized. With this enhancement. it also . a matching percentage of the value of goods shipped from inventory will be moved from the Deferred COGS account to the COGS account. thus synchronizing the recognition of revenue and COGS in accordance with the recommendations of generally accepted accounting principles. The deferral of COGS applies to sales orders of both non-configurable and configurable items (Pick-ToOrder and Assemble-To-Order).
SETUP : To set the deferrred COGS account. 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.Setup -. Inventory -.Other Accounts A new account is added which is referred as the Deffered COGS accounts.Parameters -. . If RMAs are not tied to a sales order. If RMAs are tied to a sales order. 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.applies to RMAs that references a sales order whose COGS was deferred. there isno deferred COGS.Organization -.
Navigation to run the COGS recognition request : . Run the Collect Revenue Recognition Information program. This program will collect the change in revenue recognition percentage based on AR events within the user specified date range.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. Deferred COGS account : Debit Once the revenue is recognised. 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. essentially the recognized COGS balance is to move the value from Deferred COGS to COGS. you would need to decide the percentage you wish to recognize the Revenue.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 .Cost > COGS Recognition > Collect Revenue Recognition Information . Note that users can choose how often they want to create the COGS Recognition Events.NEW ACCOUNTING : When a Sales order is shipped the following accounting takes place: Inventory Valuation Account : Credit. 2. You can view the transactions as : Navigation: . Run the Generate COGS Recognition Events. The steps to generate such transactions are as follows: 1. A COGS recognition transaction will be created to reflect a change in the revenue recognition percentage for a sales order line.
(item_cost) Deferred COGS account : Debit (item_cost) Transaction 2: Deffered COGS : Credit (Actual revenue percentage) COGS : Debit (Actual revenue percentage ) . Sales Order 2. 1.SIMPLER TERMS ( Table level details ) : Once the whole cycle is complete we will have 2 transactions lines in mtl_material_transactions. COGS Recognition transaction Accounting will be in mtl_transaction_accounts and the Subledger accounting tables as follows: Transaction 1: Inventory Valuation Account : Credit.
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