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lines on an order are booked before Proceeding with the line flow. Nag:- Setup↔Transactiontypes↔Define
Enter Operating Unit Transaction Type Sales document type: Sales Order Order Category : Order Transaction Type code: Line DefineTransactionOrder Oracle Order Management includes the concept of an order header. A header can contain one or many lines. The OM Order Header item type identifies all Oracle Order Management order header process available. Nag:- Setup↔Transactiontypes↔Define
Enter Operating Unit Transaction Type Sales document type: Sales Order Order Category : Mixed Transaction Type code: Order Fulfillment Flow: Order flow – Generic Order flow – Generic: The Order Flow - Generic workflow process is the most often used workflow in Oracle Order Management. The Order Flow - Generic process contains sub processes to verify that an order is booked and closed properly. Order Flow - Generic is initiated if it is assigned to the transaction type for the Order. Transaction types determine which processes are attached to an order.
Attached line type to your Order
Go to Assign Line flows:
Select line Type what you define in your order line type. Line Flow- Generic: The Line Flow - Generic process is a workflow process that is initiated when you save a sales order line in Oracle Order Management. The Line - Flow Generic process contains several sub processes to ensure that an order line is properly entered, scheduled, created, invoiced, fulfilled, shipped, and closed. If you use several different line flows in your business, the Line Flow - Generic workflow can act as a default; it initiates when no other flow is determined necessary for a line. When you save an order line in Oracle Order Management, the process verifies that the order is booked before proceeding. Once booking is verified, the process continues with scheduling, supply creation, invoicing, fulfillment, shipping and closing. Several of these actions are performed in the following workflow subprocesses contained in Line Flow – Generic.
Then Click Validate Workflow .
the concept of creating sets for shipment has been expanded to include additional set functionality based upon ship. all lines within the set are picked and shipped together. Lines in a fulfillment set will wait until all lines in the set have been fulfilled to proceed through the gate. and not individually. You may find additional uses for the fulfillment functionality in your business. . Fulfillment Set: Order Management allows you to group lines into a fulfillment set and to establish a gate activity in your workflow process. In general. Line Set: Order Management allows for the creation and usage of Line Sets based upon common order line attributes. arrival and fulfillment. 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. With Oracle Order Management. grouping order lines within sets.Go to Shipping Tab Enter your Warehouse name Shipment Priority Shipping Method Auto schedule: Cheak this box automatically created schedules your shipment lines. This gate is known as the fulfillment activity. Ship sets ensure that at the time of ship confirm.
Source: An imported transaction source means that transactions were automatically entered from a file or another accounting system using Auto Invoice. Accounting Rule: when you recognized the receivables how to allocate revenue each and every period.Go to Finance Tab Invoicing Rule: This Rule is used for how to recognize the Receivables at the time of invoice Importing. . Receivables Transaction type: Invoice Enter tax event Cost of goods sold A/C then save information and close.
The unit of measure classes are used to restrict the UOMs for weight and volume to include only those UOMs defined under the selected class. pick release rules. Select the Volume UOM Class from the valid UOM classes. Shipping parameters are organization specific. weight and volume calculations. and delivery grouping rules. Nag: Setup↔Shipping↔Shipping Parameters GENERAL TAB: You define weight and volume unit of measure (UOM) class parameters and select the criteria for percent fill basis calculations. Select the default Weight UOM Class from the valid UOM classes.Define Shipping Parameters: You define the default values for basic shipping information such as units of measurement. The parameters are arranged into the following tabbed regions in the Shipping Parameters window. .
You can pick release by order. delivery. and the quantity and source can be manually verified at pick confirm. stop. determine the inventory source subinventory. or requested dates. scheduled. shipment priority or combinations of the above criteria. Pick Slip Grouping Rules to determine how released move order lines are grouped onto pick slips. but you can override the default criteria in the Release Sales Order window at pick release. container. Detailing and pick confirmation can be manually transacted through Oracle Inventory or set up in Shipping Parameters to occur automatically at pick release. The process of transacting move orders creates a reservation. Pick Slips can be created after the detailing process completes. warehouse. Release Sequence Rules to specify the order in which eligible delivery lines are allocated during pick release. and creates move orders. and customer. The default release criteria is set up in Shipping Parameters. trip. . Release Rules to specify your picking criteria and set the default Release Rule through Shipping Parameters Pick Release tab.PICK RELEASE TAB: Pick Release finds and releases eligible delivery lines that meet the release criteria. You can run one or more releases and customize release criteria to meet your requirements.
You can release the picking lines. Order 2. • • • • • 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. If the Descending button is selected. Nag: Setup↔Shipping↔Pickking↔Release Sequence Rule Example: if you select the Ascending button for Order. Order 3. and so on. then Order 2. You can also define whether you want the picking lines released in ascending or descending order. and Order 1. the picking lines are released by descending Order number from highest to lowest--Order 4 is released first. . picking lines are released by ascending order number--Order 1 is released first. then Order 3.Release Sequence Rule: You can define release sequence rules to specify the order in which eligible picking lines are allocated to Inventory during pick release.
Customer: Orders for this customer are assigned to the same pick slip number. Pick Slip Grouping Rule: You can create grouping rules to organize how picking lines for released sales orders and manufacturing tasks are grouped on pick slips. but you cannot select both for the same rule. Nag: Setup↔Shipping↔Pickking↔Pick Slip Grouping rule Order Number: Items assigned to this order number are assigned to the same pick slip number. Trip Stop: Orders within a shipping group of deliveries are assigned to the same pick slip number. For example. but you cannot change the name of an existing release sequence rule. Delivery: Orders within a particular delivery are assigned to the same pick slip number. if you select Delivery as a grouping criteria. all picking lines for the same delivery are grouped together on a pick slip. Ship To: Orders addressed to the ship to address are assigned to the same pick slip number.Note: You can define either the Outstanding Invoice Value attribute or the Order attribute for the Release Sequence Rule. . You can edit existing release sequence rules. Carrier: Orders for a particular freight carrier are assigned the same pick slip number. No two attributes can be given the same priority.
Revision: Items with the same revision number are assigned to the same pick slip number. Item: Items with the same part number are assigned to the same pick slip number. Supply Subinventory: All tasks that have the same destination subinventory are assigned the same pick slip number. Source Locator: Items with the same source locator are assigned to the same pick slip number. Job / Schedule: All tasks you create for a job or schedule are assigned the same pick slip number. Push versus Pull: All push tasks are assigned the same pick slip number. Department: All tasks from the same department are assigned the same task type regardless of whether or not you select Job / Schedule. Source Subinventory: Items with the same source subinventory are assigned to the same pick slip number. and all pull tasks are assigned the same pick slip number regardless of whether or not you select Job / Schedule. You can also select the default settings for auto-detailing and auto-creating deliveries. Shipping Documents Set: Nag: Setup↔Shipping↔Pickking↔Documentset↔shipping document set You can define default picking criteria that is used at pick release.Shipment Priority: Orders with the same shipment priority are assigned to the same pick slip number. .
. the Autocreate Deliveries check box in the pick release form defaults to this parameter setting if you enter a warehouse. If you are selected: Pick release automatically creates deliveries based on the Delivery Grouping Rules and assigns delivery lines to them. Cleared: Pick release creates move orders. If you are not selected: Pick release does not automatically create deliveries. You must manually allocate the order lines using the Inventory Transact Move Orders window. If you do not enter a warehouse.All Pick Release documents: You can set the default Pick Release Document Set in the Pick Release tab of the Shipping Parameters window Enter your Default sub inventory Auto create Deliveries: Select the Autocreate Deliveries option to specify your preference for delivery creation. pick release uses this parameter setting from the organization of the warehouse on each sales order line. You can override this preference at pick release execution. Auto Allacate: Select the Auto Allocate option to specify how you want order lines allocated. Selected: Pick release creates move orders and allocates them. When pick releasing.
Nag: Setup↔Shipping↔Pickking↔Documentset↔shipping document set . Shipping Execution provides three pre-defined (seeded) document sets.SHIPPING TRANSACTION TAB You can define parameters for your shipping transactions such as default ship confirm document set. 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. ship confirm rule. Ship Confirm Document Set You can group related shipping documents and other reports in a set that can be printed at pick release or ship confirm. goods dispatched account and whether to enforce packing into containers. auto-pack options.
. Concurrent Submission: If you use a Ship Confirm Rule within the Ship Confirm SRS program and schedule this concurrent program to run periodically. Ad Hoc (or one-time) Submission: Submitting the Ship Confirm SRS program on an ad hoc basis enables you to control when each ship confirm process will be executed by invoking the process manually. Each method of executing Automated Ship Confirm has its advantages. You can disable Automated Ship Confirm for any delivery by utilizing the Enable Auto Ship Confirm flag at the Delivery tab. you will not have to manually ship confirm each delivery.Ship Confirm documents: You can set the default in the Document Set field of the ship confirm window. It is designed to support delivery selection based on range of parameters. If the check box is selected. Automated Ship Confirm can be executed as a concurrent program (set to run at specific intervals) or it can be launched manually. find the batch number in the list of values. You can view the deliveries included in an Automated Ship Confirm batch by utilizing the Query Manager Window to search for Deliveries. Ship Confirm Rule Automated Ship Confirm enables you to automatically ship confirm all deliveries that have all lines at status of staged. You can create additional document sets based on your business needs. In the Ship Confirm Batch field. the delivery will be considered for Automated Ship Confirm. You can utilize either or both processes depending on your business needs. If it is not selected the delivery will not be considered.
or Autopack Master.Nag: Setup↔Shipping↔Ship Confirm Rule Auto Pack Option: Select your Auto pack Options. . No: Autopack will not be enabled Yes: Auto pack will be enabled and delivery line items will be systematically packed into LPNs based on container-item relationships. Yes. select either No. From the list of values.
DELIVERY TAB Delivery parameters enable you to define how to group delivery lines for a delivery. delivery lines with the same customer and carrier criteria are grouped into deliveries. if you select Customer and Ship Method as grouping criteria. deliveries for Customer A are grouped into Delivery A. For example. however. You can select more than one grouping attribute to refine your grouping criteria further: for example. . the delivery lines are grouped into deliveries by customer: for example. The mandatory default attributes are Ship from Location and Ship to Location. if the grouping attribute Customer is selected. deliveries for Customer B are grouped into Delivery B. you can select additional optional grouping parameters that include: • • • • • Customer Freight Terms FOB Code Intermediate Ship To location Ship Method The delivery attributes determine how delivery lines are grouped into deliveries when auto-creating deliveries.
If each optional grouping attribute is checked. This ensures that the delivery lines' grouping criteria is not broken by a different attribute value: for example. if someone tries to select a different ship method. the delivery's corresponding field cannot be updated if delivery lines are assigned to the delivery. For example. if you want to change the Ship Method in the delivery and do not need to enforce it as a grouping attribute. you can unselect Ship Method. . Do not change these options if you have deliveries that are not ship confirmed. If each optional grouping attribute is unchecked. its field in the delivery record can be updated until the ship confirm stage.
Application: Once selected. by date and time of creation. Type: Once defined. and are not written to a request's log file. This check box only applies to sequences with the automatic type of numbering. Manual Manual numbering requires a user to assign a number to each document before it is generated. the application associated with your sequence cannot be changed.DOCUMENT SEQUENCE: Name a new document sequence and define how the sequence numbers each document. You must enter unique values. you cannot change the type of document numbering sequence. However. sequence names cannot be changed. Messages appear only on form displays. Nag: Setup↔Documents↔Define Name: Once entered. Automatic Sequentially assigns. a unique number to each document as it is generated. Message: Check the Message check box if you want each document to display a message (in the message line near the bottom of the screen) informing the user of the sequence name and value. please note that numerical ordering and completeness is not enforced. .
ASSIGN DOCUMENT: Define which documents a document sequence can number. enter effective dates for the assignment. There can only be one active sequence assigned to each unique combination of Application. Set of Books. and if you wish. Set of Books. and initial value can be assigned to more than one combination of Application.Initial Value: Enter a value for the first document in your sequence. Category. the same numbering scheme. and are set in the Document Flexfield. and the method by which the document is entered. You can also include in your document definition the set of books they affect. and Method. and then assign the document sequence to your definition. This field only applies to sequences with automatic or gapless numbering type. Nag: Setup↔Documents↔Define Specify documents by the application that generates them and the category of the document (table where the documents are stored). and Method as long as the Application and Category remain the same. the same sequence. The last two criterions are optional. Once a document definition is entered. If you leave this field blank. . However. Category. you select a sequence to assign it to. the first document is automatically assigned a value of "1".
you can choose to number only the category of sales invoices. an external program) enters transaction data into an Oracle Application.Application Select the application that generates the documents you wish to number. Automatic is when a concurrent process (e. to number sales invoices. .. Category Select a document category to identify a logical subset of documents. automatic or manual. For example. and once a sequence assignment is defined. and if you enter an end date and define your sequence assignment. the start date cannot be changed. Method Select the method that your documents are entered. you select Oracle Receivables. if you do not want to number all invoices in Oracle Receivables. your sequence assignment does not expire. Go to Assignment Tab Start Date/End Date Enter the dates on which the sequence assignment to your document definition takes effect/is no longer enabled. Set of Books Select the chart of accounts for your business that is affected by the documents you wish to number. For example. Null: Null means you can use both Automatic & Manual. which generates documents. the end date cannot be modified later. The Start Date field automatically defaults to the current date. If you leave the End Date field blank.g.
qualifiers. currency. the sequence name cannot be updated later. second. Each price list contains basic list information and one or more pricing lines that define item and/or item category prices. a sequence assignment cannot be reactivated. For a price list. The sequence's application and the document's application must be the same. pricing controls. create a new record (row) for the new assignment. If you want to disable the sequence assignment and assign a new sequence to the document definition (Document Flexfield combination). and shipping defaults such as freight terms and freight carrier. Once you define a sequence assignment.If there is no end date defined and there are no active assignments for a sequence. you must first. enter an End Date to disable the current sequence assignment. pricing attributes. Once disabled. you can define price breaks. effective dates. Nag: Pricing ↔Price Lists↔Price List setup . Sequence Select a sequence to assign to your document definition. and secondary price lists. PRICE LIST Price lists are essential to ordering products because each item entered on an order must have a price. then. Basic information includes the price list name. you can disable the sequence assignment by entering the current date as the end date.
Note: You can only add a secondary price list one you enter the currency for the primary price list. QP: Qualify Secondary Price Lists to Yes . the pricing engine uses the price on the secondary price list. For more information on this and other profile options. Go to Secondary Price List tab The pricing engine uses secondary price lists when it cannot determine the price for an item using the price list assigned to an order. the pricing engine looks for the price on any attached secondary price list. the price list is view-only. If the item you are ordering is not in the primary price list. This ensures that the secondary price list has the same currency as the primary price list. If an item appears on the primary price list but is not active (the effective end date has passed). If the item is found.Note: You can only view or update a price list for your pricing transaction entity. Primary and secondary price lists have the same currency. the pricing engine uses the highest precedence secondary price list (the secondary price list (with the lowest value in the precedence field). If an item appears in both the primary and a secondary price list with the same effective dates. Otherwise. Oracle Advanced Pricing Implementation. You can only view or update a price list in your source system. the pricing engine uses the primary price list to price the item. The profile option QP: Selling Price Rounding Options affects the rounding of adjustments. The profile QP: Pricing Transaction Entity must match the pricing transaction entity of the price list. The profile QP: Source System Code must match the source system of The price list.
For example. an end date. the start date and optionally. if a user requires full-access privileges to three organizations and view-only access to a fourth. Many grants can be assigned for each role. Nag: Setup↔shipping↔shipping grants and roles Go to edit role what ever modification you want you can do. the organization where the grant is effective. However. The grant is specific to a particular user and defines the role(s) assigned to the user. The role is assigned to a user by a grant. In addition. . the user must be assigned four grants--one for each respective organization (three full-access and one viewonly grant). the grant has the following requirements: • • A grant may or may not have one inventory organization selected. that grant becomes the default grant for the user.GRANTS AND ROLES You can grant a user a role in one organization or all organizations for a period of time. The start and end dates for grants can overlap. if only one grant is assigned. More than one grant can be assigned if the user requires different access controls to more than one organization.
If the user does not have any grant (expired. • A role can be assigned to a user that spans all organizations instead of granting a unique grant per organization.• A user can have one or more grants. For example. you can use grants to prevent a shipping clerk from assigning freight costs or planning a delivery in one or all organizations. effective. If the user has grants. A grant can have one or all inventory organizations. the union of grant privileges controls the user's access. or future). If an organization is not specified. If an organization is not specified. A grant cannot be designated as the default grant. if a user has a grant to view all organizations and a grant to perform actions on one organization. If there are overlapping grants in the same organization or an intersection of grant date ranges. . the grant is applicable to all organizations. the default is view-only access to all organizations. the grant is applicable to all organizations. For example. the union of these grants will enable the user to perform actions in all organizations. Note: Use caution when creating grants for all organizations (when no specific organization is selected). the user's access is controlled by the effective grants.
schedule shipments. it becomes eligible for the next step in its workflow. Order Management validates to ensure that all required fields have values. Nag: Orders-Returns↔Salesorder You can enter header information for a sales order as you receive it. view. You can order standard items. not necessarily in the sequence followed by the window’s tabbed regions. you can use all aspects of standard sales order functionality. and so on. and make reservations. 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. The source type at order entry determines whether an order will be fulfilled from inventory or by an external supplier. You can enter information in the Sales Orders window as you receive it. Order Management validates individual fields as they are entered. that configurations are complete. and configurations using this window. After an order has been booked. You can also adjust pricing. For orders that you intend to source externally (drop shipments). record payment information. including selection of subinventories. both shippable and non-shippable. query item availability. assign sales credits. attach notes. and update sales orders using the Sales Orders window.ENTERING SALES ORDERS AND BOOKING ORDERS You can enter. When you book an order. . You can also enter returns using the Sales Orders window.
If you use the Find Customer window. 2. You can set up a default for a PO number from an Agreement using . You must enter a value here if the order type you specified requires a purchase order number. The value of the profile option OM: Sales Order Form: Restrict Customers controls the LOV display for this field. the Customer field LOV will always display all customers. ■ Customers are visible across all organizations and customer addresses are organization specific. Select the customer name or customer number you must enter a customer to be able to book an order. This information is for reference and reporting. ■ If you have not previously defined the customer for this order. or accept the default. you can define a new customer within the Add Customer window. Select an order type for the order or accept the defaulted value. 1. This is the Sold To customer for the order.Navigate to the Sales Orders window and select the Main tabbed region. ■ The ship to and bill to customer names may be different. depending on how you define your customer information. 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. 3. provided your system settings enable this functionality. The profile option OM: Sales Order Form: Restrict Customers controls the LOV display for this field also. 4. Define the Customer Purchase Order Number for the order.
which provides the Ship To customer name and customer address details. and business purpose address information for all Ship To locations for the Sold To customer and it’s related customers. 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. Define the Date Ordered or accept the default. 6. Depending on the value of the profile option QP: Selling Price Rounding Options. Select a Price List for the order. and then requery your order. zip. ■ Ship To Address1 ■ Ship To Address2 ■ Ship To Address3 ■ Ship To Address4 ■ Ship To Address5 (concatenation of city. and country) . and you are limited to searching by Ship To Location. 7. You can choose to enter either ■ the Sold To customer and the Ship To location. 8. You can select the Ship To Location field prior to selecting the Ship To customer. The list of values long list has been enabled for this field. ■ Ship To: Select the Ship To customer and then the Ship To (site). you will receive an error message box: Validation fails at the field Price List. The price list does not appear in the LOV for the Price List field. you price list prices may be rounded when entering order lines. and you can search on ant column within the LOV. ■ Ship To Location: The list of value for this field shows the Customer name. not the Ship To Location. The Price List you select must be an active price list. Selecting the Ship To location enables you to have the Ship To field default from the Ship To location chosen.defaulting rules. Ship To customer details are present if the Ship To Location field has a value. If a price list is inactivate. Enter the Ship To customer information. 5. state. ■ the Sold To customer and Ship To customer (name or number) and the Ship To (site) using the Ship To or Ship To address1 list of values. then inactivate the price list used in that order. The list of values long list has not been enabled for this field. Enter a Customer Contact name for the order or accept the default. Ship To Address details are currently displayed within the following fields. If you enter an order. define the contact within the Add Customer window provided your system settings enable this functionality. The list of value for this field shows the Ship To locations of the Ship To customer only. If you have not previously defined a customer contact or wish to define a new contact for this order. customer number. You can enter Ship To information using several different methods.
customer number. ■ Bill To Location: The list of value for this field shows the Customer name. not the Bill To Location. ■ Bill To (Invoice To Address1) ■ Bill To (Invoice To Address2) ■ Bill To (Invoice To Address3) ■ Bill To (Invoice To Address4) ■ Bill To (Invoice To Address5. the Sold To customer and the Bill To location. zip. Bill To Address details are currently displayed within the following fields. and business purpose address information for all Bill To locations for the Sold To customer and it’s related customers. Your price list’s currency must match the currency you entered for this order. You can select the Bill To Location field prior to selecting the Bill To customer. You can apportion sales credits to multiple individuals in the Sales Credit window. b. may default information within the Bill To. Enter the Bill To (Invoice To) customer information. Ship To. The list of values long list has not been enabled for this field. By default. . 11.9. the primary salesperson receives 100 percent of the sales credits for an order. Select a currency for the order. Ship To. Bill To: Select the Bill To customer and then the Bill To (site). the Sold To customer and Bill To customer (name or number) and the Bill To (site) using the Bill To or Bill To address1 list of values. concatenation of city. choosing an order type before you define a Bill To. You can enter Bill To information using several different methods. and country) Save your work. Selecting the Bill To location enables you to have the Bill To field default from the Bill To location chosen. The list of value for this field shows the Bill To locations of the Bill To customer only. or Deliver To address fields. state. Bill To customer details are present if the Bill To Location field has a value. which provides the Bill To customer name and customer address details. 10. and you can search on any column within the LOV. Select the Salesperson for the order. a. NOTE: Depending upon how your defaulting values are set up. or Deliver To address for the order. You can choose to enter either.
Select the Sales Channel for the order. All lines in this order that have the same ship set or arrival set number will be shipped or arrive together. All lines in a ship set must have the same Ship From (warehouse). Shipment method determines how your shipment will be shipped to your customer. 4. 3. respectively. and Ship To. You can use a sales channel to classify orders for reporting purposes. 6.Go to OTHER TAB 1. line scheduled shipment date. ■ All lines within an arrival must have the same Scheduled Arrival Date and Line Ship To Organization. In the Line Set field. Payment terms are defined in Oracle Receivable and used during interface Order Management APIs to Oracle Receivables for invoicing. 5. 2. Navigate to the Others tabbed region in the Sales Orders window. Select the Payment Terms for the order. Select a Warehouse (organization) from which to ship the order line. Select a Shipment Method. choose whether you want to group lines to ship together or if you want to group lines to arrival together or get fulfilled together. . You can define payment terms using the Payment Terms window.
enter the Check Number. 10. You can define additional freight terms by using the Order Management QuickCodes window. and can be used as a parameter for Pick Release. unapproved exemption certificate number. Select a Shipment Priority. they are not supported. When you indicate ship set or arrival set. 7. an existing exemption rule may display a reason in this field. the order entry process schedules the line regardless of the profile option OM: AutoSchedule. If the customer has a primary credit card on file. If you select Exempt. 13. Shipping instructions are printed on the pick slip and are intended for internal use only. . You can select from the following: Exempt--Indicates that this order is exempt for a normally taxable customer site and/or item. 8. Shipment priority enables you to group shipments into different categories of urgency. You can define additional FOB choices in the Receivables Lookups window. 12. Standard--Indicates that taxation should be based on existing exemption rules. such as a deposit or down payment. This value can be either the full amount owed or a partial amount. or credit card. Although you can add new values for the quick code. If you select the payment type of check. 16. check. or enter a new. and you cannot disable seeded payment types. If you chose Standard in the Tax field. Select a Payment Type. If the customer has a tax exemption defined. Order Management displays any certificate number and reason for the exemption in the corresponding fields. You can define additional shipment priorities in the Order Management Lookups window. Define Packing Instructions. Choose from--Cash. Packing instructions are printed on the pack slip and are intended for external shipping personnel. 11. . The freight terms record who is responsible for the freight charges for the order. 15. an existing exemption rule may display a certificate number in this field. 14. You can define tax exemption reasons in the Receivables QuickCodes window. Require--Indicates that this order is taxable for a normally non-taxable customer and/or item. the Credit Card payment type automatically defaults. Select an FOB point. 17. If you chose Standard in the Tax field.■ All lines in a fulfillment set must complete the Fulfill workflow activity before invoicing. Define Shipping Instructions. Select a Tax Handling Status. Define the Amount of the payment. Select a reason (if you chose Exempt in the Tax Handling field) before booking the order. Unapproved exemption certificate numbers can be approved using the Tax Exemptions window. Select an existing Certificate number (if you chose Exempt in the Tax Handling field) for the ship to customer. Payment type within Order Management is a Quick code. you must enter a reason for exemption. Select the Freight Terms.
If you wish to go to a specific order line number. If you select the credit card payment type. 20. use the Customer Items Summary. The Go to Line pop up window enables you to enter a specific line number for display. the line number entered will be displayed within the Sales Order Line. use the Go to Line feature available from the Actions Menu. 21. The credit card name and number fields automatically default if a primary credit card is on file. a. Save your work. Enter the Credit Card Expiration Date. and Customer Item Cross References windows to define and update customer item descriptions. Customer Items Detail. If you wish to sort order lines. If you want to search on generic item description. use the Sort Data function available from the Folder menu. Lines Tab. 22. Enter the Credit Card Holder’s name as it appears on the card. The field Prepaid Amount represents the total amount currently collected for an order. enter the Credit Card Name and Number. You can enter a partial line quintuplet number.18. The credit card expiration date field automatically defaults 19. Enter an Approval Code for the credit card transaction for manual transactions. use the Cross-Reference Types window to define new item identifier types and then assign the types to inventory items. Attention The following fields currently can contain rounded amounts within the Sales Order Lines window. GO TO LINE ITEMS If you want to search on customer item description. Main Tab. b. . The credit card holder’s name field automatically defaults if a primary credit card is on file. See: Sorting Order Lines within the Sales Order window. Select the Order Source for the order.
Option Number. you can choose to display the Line number & shipment number fields. Shipment Number.1. if order line number appears as 1. Line Number.2 ■ Component Number -3 ■ Service Number-1 You may choose to display additional fields within the Sales Order Header Main window by enabling the fields for display within a custom folder. Component Number. This field automatically defaults to 1. Define the Line Number.1. For example.Navigate to the Line Items tabbed region in the Sales Orders window.3.2. This field is for display purposes and cannot be updated. Order Lines Numbers are displayed in the Sales Order window as a line quintuplet. Line Number -1 ■ Shipment Number -1 ■ Option Number . Service Number.1 if this is the first line entered on the order. For example. .
The search is not sensitive to case. You can search on different types of item descriptions. for returns. Item Identifier Type. Select or enter a value for either. select CUST For generic item descriptions. the list of values displays descriptions of active and inactive items. . within the Item Identifier Type field. For internal item descriptions. The List of Values for this field is controlled by the value of the hidden field. You can search for item descriptions by entering the search criteria into the field and tabbing out of the field to start the search. Item Description and Type. leave the Item Identifier Type field blank.Select the list of values your item Select the item for this order line. To search. the list of values displays descriptions of active and inactive items. select any Item Identifier Type you have defined. For customer item descriptions. For orders. To search on all types of item descriptions. select INT or Internal Item. Ordered Item (the item number). within the Item Identifier Type field. within the Item Identifier Type field. item description displays. Ordered Item displays.
The quantity field appears on all tabbed regions even though it is in the scrollable region. and may contain a rounded value. select. You can only choose items that have the Customer Orders Enabled item attribute set to Yes. Define the item's order quantity for this line. Unit Selling Price: Unit Selling Price is derived from the selected price list.Order Management validates the item against inventory items you define in the warehouse (organization) specified by the Order Management parameter Item Validation Organization. Enter. If you have setup customer or generic cross-references for these items. The units of measure for models and kits are restricted to the item's primary unit of measure. or accept the default for the Request Date field. This attribute enables an item to be ordered on a purchase order. you can also enter the order line using the cross-reference. The value of the unit selling price is affected by the current value of the profile option QP: Selling Price Rounding Options. . Select the Schedule Ship Date from the calendar. You can enter only predefined units of measure in the same class as the item's primary unit of measure. you must also ensure that the item you select has the Purchasable item attribute indicated. Select the Unit of Measure. If you intend to source this line externally.
On Hold ATO check box. concatenated within the line_id. the existing order line quantity. available via the Action button. if not defaulted. Cascaded Hold ATO check box. The value generated is the source table name. Qty Shipped: this field will display a value only if an order line has been shipped. once a successful save has been completed. the value of the Reason field displayed is NULL. the order line contains an ATO item. or create an order where order_source_id=0. and can only be updated via a system action. Reason: This field is non updateable except when adding to. Order Source Line Reference: If you create an order line within the Sales Order window. Qty Cancelled: this field will display a value only if an order line’s quantity was changed as a result of a cancellation. the order lines for the copy to order will display COPY. You are only able to select a Tax code if the profile option Tax: Allow Override of Tax Code is set to Yes.Status: This field displays the current status of the order line. either partially or completely. available via the Action button. This field is non updateable. . If the check box is selected. Select or accept the default for Line Type. Select the Tax Code. the system will generate a value for Order Source Line Reference. or reducing. Order Source: The value for this field is determined by the creating application when a sales order is created. ATO check box: The field is non updateable. and valid values are: ■ Internal ■ External If you have copied an order. 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. the order lines for the copy to order will display the source order number. This value is stored in the source table (OE_ORDER_LINES_ALL) within the column ORIG_SYS_DOCUMENT_REF. If you have copied an order. You can view Reason values entered within the Additional Line Information window. Values entered in this field are only visible at the time of entry. You can view Reason values entered within the Additional Line Information window.
Book the Order. Click OK (order has been booked) Order number generated in Header .
The Release Sales Orders for Picking window specifies the criteria for releasing one or more order lines. shipment request date. including the following. and item. Shipping Execution only releases delivery lines that have been booked and have met the prerequisites for Pick Release. within the Release Sales Orders for Picking window. You can select order lines based on a number of criteria such as warehouse. containing multiple fields. Nag: Shipping ↔Release Sales Order↔Release Sales Order There are three tabs. o o o o o o o o Orders Order Number Prior Reservations Only Destination Type Customer Order Type Ship Set Ship To .SHIPPING ORDER & CREATE DELIVERIES & TRIPS.
Go to Inventory Tab o o Warehouse (the organization code) Subinventory (sales order lines booked and scheduled with this particular subinventory specified will be selected for pick released) Project (used if Oracle Project Manufacturing is enabled) Task (used if Oracle Project Manufacturing is enabled) Pick Slip Grouping Rule Auto Allocate o o o o .o o o o o Item Category Set Item Number Item Category Scheduled Ship Dates To and From Requested Dates To and From When you enter the order number Order Type & Customer came by default.
Based up on your Shipping Parameters. the system will not specify another location) Default Stage Subinventory and Locator o When you select your Warehouse automatically came Inventory Information and Shipping information. Go to Shipping Tab o o o o o o o Trip Delivery Ship Method Line/Container Release Sequence Rule Autocreate Delivery Auto Pick Confirm .o o Plan Tasks (used if Oracle Warehouse Management is enabled) Pick From Subinventory and Locator (if the item is not in the specified Pick From Subinventory or Locator.
o o o o o o o o Ship Confirm Rule Stop Ship From Shipment Priority Include Assigned Lines Autocreate Delivery Criteria Autopack Delivery Append Deliveries Then click Concurrent Click OK Then go to Transaction window .
you manage information about shipping entities. When you navigate to the Shipping Transactions form. deliveries. Ship confirm a delivery or trip Track shipments Track shipping containers Handle over and under shipments . enabling you to search for trips. stops. and delivery lines/containers. You can either move the Query Manager window to view the Shipping Transactions form that is behind it. delivery lines. With the Shipping Transactions form. or close the Query Manager window to view the Shipping Transactions form. stops. and complete the following tasks. deliveries. It enables you to plan and manage trips. delivery lines. Plan trips. deliveries. and LPNs (containers).SHIPPING TRANSACTION The Shipping Transactions form provides a consolidated workbench. LPNs. and stops. the Query Manager window opens on top of the Shipping Transactions form automatically.
and if you click that button a warning message will be displayed stating that the delivery line is already assigned to a delivery. waybill numbers. Although buttons are active when no data exists on the Shipping Transactions form. You can perform actions by right-clicking on the window and selecting the desired action. delivery lines. and tracking Numbers. delivery. For example. if you attempt to use the buttons no action will be performed and a warning message will be displayed.Initiate Intrastate (European) transactions Pick release trip. such as. weights. This is also the case when buttons are active when the action of that button is not possible. when a delivery line is assigned to a delivery. stop. Then Create Trips . serial numbers and freight costs The Shipping Transactions form is right-click enabled. After that Click Find. the Autocreate Deliveries button is active. and container Run reports Enter details about a shipment.
If your shipping process does not require advanced planning. ■ 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. Trips are required for all deliveries and can be created automatically as part of Ship Confirmation transparent to the user for those not interested. deliveries. the remaining stops will stay in the same sequence as they were originally. 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. you can manually set up a trip ahead of time and then assign delivery lines. if you have two stops. The Stop sequence will not resequence if a stop is removed. ■ Auto-creating a trip for a delivery: You can find the delivery you want to ship. and auto-create a trip and related trip stops. and Delivery lines to that trip. When you manually create a trip. you can manually assign stops. Trips can be created automatically or manually. For example. and you remove one.TRIPS: 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. related deliveries. each with an arrival and departure date and time. Manual You can manually create a trip and later assign delivery lines or find the delivery lines and create a trip. and trip stops. CREATE TRIP Automatic. For example. you may prefer to automatically create trips. for a regular trip scheduled to depart every Friday.
If more than one delivery displays. From the Actions menu. . You can view information about the trip by choosing the Detail button. Save your work. Click Go. the Path by Stop tab. At least one trip and its related stops are created based on the deliveries Shipped From and Shipped To locations. or the Path by Trip tab. select Auto-create Trip. select the deliveries.
.Trip Created Then Ship Confirm go to actions select Ship Confirm Click GO.
the full quantity (10) is shipped and displays in the Shipped Quantity field. the full requested quantity is shipped (10) and displays in the Shipped Quantity field. ■ Ship Entered Quantities. From the Actions menu. If you select a ship confirm rule that meets your business needs. and find the delivery. In the Ship Options region. if the Requested Quantity is 10 and the Shipped Quantity field is 5. and click OK. the full quantity (10) is backordered and displays in the backordered Quantity field. 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). For example. select one of the following ship confirm options Ship Entered Quantities. For example. if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values entered). select Ship Confirm to display the Confirm Delivery window. 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). .Navigate to the Query Manager window. Ship All: Ship confirms the entire quantity regardless of what was entered in the Shipped Quantity field (shipped quantity = requested quantity). The delivery displays in the Shipping Transactions form. For example. if the Requested Quantity is 10 and the Shipped Quantity field is blank (no values). then you can skip the remaining steps.
You can enter a future Actual Departure Date. and the delivery.Backorder All: Backorders the entire quantity irrespective of what was entered (shipped quantity = 0. After that Click OK. Cycle Count All: Backorders the entire quantity irrespective of what was entered (shipped quantity = 0. One 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. select or update the Ship Method and the Actual Departure Date. all stops. click Go to ship confirm and save your work In the Trip Options region. backorder quantity = requested quantity). Sets status of delivery to In-transit and initiates Order Management (OM) and Inventory interfaces. If Allow Future Ship Date in the Shipping Parameters form. Close Trip: Creates a trip and stops for the delivery. is cleared. Shipping Transactions tabbed region. Enable the Create Delivery for Staged Quantities box (default setting). Massage shows Delivery was Successfully Created . Set Delivery In-transit: Creates a trip and stops for the delivery. do not do so as you receive an error. Closes trip. If you do not want to create a trip for the delivery. This enables you to specify the stop departure date which is the date Order Management Inventory interface will occur. Closes the first stop of the delivery. If Allow Future Ship Date is selected. you receive a warning and the Inventory Interface concurrent process does not process the transaction until the actual departure date. Cycle Count action. backorder quantity = requested quantity) and transfers the backorder reservation to cycle counting. You can also transfer delivery quantities to cycle count prior to ship confirm by using the Shipping Transactions form. if you want all staged delivery lines grouped together in a new delivery. but leaves second stop open.
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