Professional Documents
Culture Documents
1. Enter Customer and Order Type. The other fields may default values. If “Ship
To Location”, “Bill To Location” and “Price List” are not defaulted, pick those
values from “LOV”
2. All the fields should default in Others tab. If Payment Terms or Warehouse is
not defaulted, choose values from LOV. Warehouse parameter stores the
warehouse from which the order will be shipped
Note: The item should already be setup in Inventory. Please refer to Item
Setup for the item setup information. The item price should exist in the price
list specified at the order header level. Please refer to Price List Setup section
for price list setup.
Shipping: wsh_delivary_details
Reservations: This step is required for doing reservations schedule order program run
in backend and two tables are updated
Navigation: Shipping -> Release Sales Orders -> Release Sales Orders
2. Specify the warehouse. This should be the same warehouse as specified in the
order line.
4. Click on “View” and then “Request” menu option. Click on “Find”. It should
bring all the concurrent requests submitted by the user. There should be a
request called “Pick Slip Report”. Click on “View Output” button to view the
orders that are pick released.
Tables: wsh_delivary_details
Wsh_picking_batch
Wsh_new_delivary
Wsh_delivary_assignments
mtl_onhand_quantities
mtl_transaction_accounts
1. Enter the Order Number in “From Order Number” field and click “Find” button
4. Click on the “Delivery” tab and select “Ship Confirm” for actions and click “GO”
to confirm the shipment
Tables: wsh_delivary_details
Wsh_picking_batch
Wsh_new_delivary
Wsh_delivary_assignments
mtl_onhand_quantities
mtl_material_transactions
Tables: wsh_delivary_details
Ra_interface_lines_all
Ra_customer_trx_all
Ra_customer_trx_lines_all
Ra_cust_trx_types_all
1. Query the order that was invoiced (Press F11, Enter the Order Number and
Press Ctrl F11). Right Click on Customer Field and choose “Additional Order
Information” -> Invoices/Credit Memos
2. Note down the invoice number
3. Query the invoice using the invoice number. Order and Invoice can be verified
for proper invoicing
TABLES: ar_cash_receipts_all
Ar_payment_schedules_all
Ar_cash_receipts_history_all
Ar_receivable_applications_all
Receivables Transfer to GL
qp_list_lines
Check the Checkbox Checked for all the organizations to which u want to assign the item
to
We have to create the On-Hand Quantity for the Item Created for that you have to
create a Miscellaneous Transaction.
To Disable the Automatic Numbering for the Locations while creating the customer.
Customer Creation
Create a Sequence.
Create a Category
Defaulting Rules
Then Go to
(T) Lines
Go to Attachments
Internal Orders
Internal Orders
First we have to create the Purchase Requisition for the internal Order.
(N) Purchasing -> Requisitions -> Requisitions
To Check the Status of the Purchase Requisition you have to check the Requisition
Summaries screen
After the Purchase Requisition has been approved then you have to run the Create
Internal Orders Program to import the internal Purchase Requisitions to Internal Orders.
Check the Log to ensure that the Internal Requisition has been processed for the Order
The Above Process will take the PO Requisition up to the Order Interface Tables now we
have to run the Order Import Program to Import the Internal Orders.
Automatically the order created will be of type Mixed. To Change the Order Type of the
Internal Order we have to set up that at the Organization Level.
(N) Shipping -> Release Sales Orders -> Release Sales Orders
Ship Confirm
Drop Shipment
Create Order, Line Level -> Shipping tab, Source type should be External
Step 3 – Receiving
Apart from this it will also trigger the Payables open Import Program also.
To Check the Details of Drop Shipment then you have go to Additional Line Information.
After this step line will be awaiting fulfillment, so run the workflow background process
and autoinvoice program so that invoice will be generated.
Scheduling
Initially Scheduled ship Date and Schedule Arrival date will be empty
Profile Options:-
OM: Invoice Source – This Value is transferred if the transaction type is null
OM: Invoice Transaction Type – This Value is transferred if the transaction type is
null
OM: Item Flexfield – Determine the structure of the item Flexfield used in OM.
OM: Source Code – Value is defaulted to ORDER ENTRY and identifies the source
OM: Sales Orders form preference – Confirms the default sales order window
You are not allowed to change the order once if the order is booked. This has been
protected by the processing constraints.
If you want to update even if the order is booked, then this processing constraints need
to be changed.
Splitting Lines
Line will be split into two lines and the split_from_line_id will be populated for the
second line.
Managing Holds
Applying Holds
Now if we try to book the order you can’t book it will through an error.
Releasing Holds
Credit Check
(N) Receivables -> Setup -> Transaction Types -> Payment Terms
Customer Level
Payment Terms
Transaction Type
If we create a order which is exceeding the Credit Limit of the customer it will
automatically apply the hold.
Cancelling Orders
Purging Of Orders
Create the Purge set and then Query for the Set
Save the Changes your folder will be created here and if you click the folders button you
can see your folder and if you open the folder what ever the changes you made and
saved will be reflected.
As we have already seen either the lines get automatically scheduled or these are
scheduled when the order is booked. But if you want to postpone scheduling still
further…
This can be achieved by two ways.
a. Changing of work flow definition
b. Applying hold at the time of order entry
For example let us consider “Schedule - Line, Deferred” here. Deferred scheduling work
flow process to be used in place of the default 'Schedule - Line' activity.
One of the above sub-process can be copied and customized to the generic line process.
The process “Schedule - Line, Deferred” should be used in place of “Schedule – Line” in
the Line work flow.
1. Copy “Line Flow – Generic” to some other name for example XX Line Flow -Generic.
2. Copy “Schedule - Line Deferred” sub process into the new work flow process XX Line
Flow –Generic as below
Once booking is done then the work flow stops at “Schedule – Deferred” status and this
would remain at “Schedule – Deferred” activity. Since this is a deferred activity, we need
manual intervention to push this further and this is done using Work flow Background
process request.
The line would wait for an external activity to progress the workflow to Schedule activity.
Note: If the hold is specific to workflow activity, then the Workflow Activity attached
should be 'Line Scheduling' for Workflow Item 'OM Order Line' or Workflow Activity
attached should be 'Book Order' for Workflow Item 'OM Order Header'
1. Create an Order and apply the hold at the time of order entry.
See the Order is Booked but Schedule Ship Date is not populated (Scheduling not done)
and Order Line is on Hold.
Once the hold is released, do Actions -> Progress Order on the line, or run the Schedule
Order concurrent request to schedule the Order.
Note: “OM: Schedule Line on Hold” should be set to No. If the profile is Yes, then the
workflow would complete the scheduling activity.
APPLY/RELEASE HOLDS
-----------------------------
HOLDS and RESPONSIBILITIES
Holds can be applied and released by responsibilities.
When you define a hold, you also define which responsibility can apply the
hold
and which responsibility can release the hold.
EXAMPLE I:
Create hold called Management Review
Assign Order Management Super User the ability to Apply the hold.
Result: Order Management Super User can Apply the hold, but no one can
Release
the hold.
EXAMPLE II:
Create hold called Management Review
Assign Order Management Super User the ability to Release the hold.
Result - No one can Apply the hold and only Order Management Super
User can
Release the hold.
Thus, if you are going to assign a responsibility to Apply a hold,
you will need to create a corresponding entry with a responsibility to
Release
the hold if you want to Release the hold; if you are going to assign a
responsibilty to Release a hold, you will need to create a corresponding
entry
with a responsibility to Apply the hold if you want to Apply the hold.
If you do not assign any responsibility to Apply or Release the hold, then
any responsibility can Apply the hold and any responsibility can Release
the
hold.
APPLY HOLDS
In order to Apply a hold, you must define a Hold Source.
A hold source has criteria i.e. specific order number, customer, item, etc.
Additionally, the Hold Source can be applied immediately and to
existing/future
orders.
To define a hold source:
1. Navigate to the Apply Holds window by selecting Create Hold Sources
from
the Tools menu. The Apply Holds window displays.
2. Select the Name of the hold source in the Criteria tabbed region.
3. Enter the Hold Criteria (up to two criteria can be used)
.....Customer--applies holds source to orders specific customers.
.....Customer Site--applies holds to orders or returns specific customer
sites.
.....Warehouse--applies holds to orders or returns specific warehouses.
.....Item--applies holds to orders or returns specific to an item.
.....Order--applies holds to orders or returns specific to an order.
4. Select the Criteria Value.
5. Navigate to the Hold Name tabbed region.
6. Enter the Hold Name of the hold source.
7. Optionally, define the Hold Until Date, which is the date when the hold
is
released automatically.
8. Optionally, enter a Hold Comment.
9. Enable the Hold Future Orders/Lines check box to activate the hold
later to
new orders and returns that satisfy the hold criteria. Enable the Hold
Existing
Orders/Lines check box to activate the hold for existing orders or returns
only
that satisfy the hold criteria. Enable both options to place holds on future
and
existing orders and returns.
10. Choose the Apply Holds button to create the hold source.
WAYS TO APPLY HOLDS:
A. To apply a hold to a single existing order or return:
1. Navigate to the Sales Orders window and query the order or return you
want to
apply the hold.
2. Choose the Actions button and select Apply Hold.
3. In the Apply Holds window, select the Hold Name in the Hold Name
tabbed
region.
4. Optionally, define the Hold Until Date; that is, the date when the hold
is
released automatically.
5. Optionally, enter a Hold Comment.
6. Choose the Apply Holds button.
B. To apply a hold to multiple orders or returns:
1. Navigate to the Order Organizer window and query the order or return
you
want to apply the hold.
2. Multi-select all orders and returns you want to apply the hold.
3. Choose the Actions button and select Apply Hold.
4. In the Apply Holds window, select the Hold Name in the Hold Name
tabbed
region.
5. Optionally, define the Hold Until Date; that is, the date when the hold
is
released automatically.
6. Optionally, enter a Hold Comment.
7. Choose the Apply Holds button.
C. To apply a hold to a specific order line or return line:
1. Navigate to the Sales Orders window and query the order or return line
you
want to apply the hold.
2. Navigate to the Line Items tabbed region and select the order or return
line you
want to apply the hold.
3. Choose the Actions button and select Apply Hold.
4. In the Apply Holds window, select the Hold Name in the Hold Name
tabbed
region.
5. Optionally, define the Hold Until Date; that is, the date when the hold
is
released automatically.
6. Optionally, enter a Hold Comment.
7. Choose the Apply Holds button.
C. To apply a hold to multiple order lines or return lines:
1. Navigate to the Order Organizer window and query the order or return
you
want to apply the hold.
2. Navigate to the Line tabbed region.
3. Multi-select the lines you want to apply the hold.
4. Choose the Actions button and select Apply Hold.
5. In the Apply Holds window, select the Hold Name in the Hold Name
tabbed
region.
6. Optionally, define the Hold Until Date; that is, the date when the hold
is
released automatically.
7. Optionally, enter a Hold Comment.
8. Choose the Apply Holds button.
RELEASE HOLDS
Holds can be released via the Sales Order Window, Find Orders window in
the
Order Organizer or via the Release Expired Hold concurrent program.
A. To view or release a hold source:
1. Navigate to the Find Orders window in the Order Organizer.
2. Enter search criteria, including the hold criteria and value or the name
of the
hold.
3. Choose the Hold Sources button to query the hold sources that meet
your
search criteria.
4. Multi-select the orders or lines that you want to release.
5. Select the Reason for the release.
B. To release a single existing order or return:
1. Navigate to the Sales Orders window and query the order or return you
want to
release the hold.
2. Choose the Actions button and select Release Holds.
3. Multi-select the holds that you want to release.
4. Select the release Reason for the hold.
5. Optionally, enter a Comment.
6. Choose the Release button.
7. Save your work.
C. To release a specific order line or return line:
1. Navigate to the Sales Orders window and query the order or return line
you
want to release.
2. Navigate to the Line Items tabbed region and select the order or return
line you
want to release.
3. Choose the Actions button and select Release Holds.
4. Multi-select the holds that you want to release.
5. Enter the Release name.
6. Select the Reason for the release.
7. Optionally, enter a Comment.
8. Choose the Release button.
9. Save your work.
D. To release multiple orders or returns:
1. Navigate to the Orders Organizer window and query the order or return
you
want to release.
2. Multi-select all orders and returns you want to release.
3. Choose the Actions button and select Release Holds.
4. Multi-select the holds that you want to release.
5. Enter the Release name.
6. Select the Reason for the release.
7. Optionally, enter a Comment.
8. Choose the Release button.
9. Save your work.
E. To release multiple order lines or return lines:
1. Navigate to the Orders Organizer window and query the order or return
you
want to apply the hold.
2. Navigate to the Line Items tabbed region.
3. Multi-select the lines you want to release.
4. Choose the Actions button and select Release Holds.
5. Enter the Release name.
6. Select the Reason for the release.
7. Optionally, enter a Comment.
8. Choose the Release button.
9. Save your work.
Additionally, Order Management provides the ability to release all expired
holds
by effectivity date. The concurrent program is called Release Expired
Hold; there
are no enterable input parameters for this program. When the concurrent
program,
Release Expired Hold, is called, all expired holds with an ending Effectivity
Date less than or equal to the system date will automatically be released.
HOLD HISTORY
To view hold history:
1. Navigate to the Sales Orders window and query the order or return you
want to
view.
2. Choose the Actions button and select Additional Order Information.
3. Select the Holds tabbed region to view hold history information.
The Additional Order Information window displays the hold history
information. The window displays all order level and line level holds for
the
order.
.....For an order level hold, the At field will display the text Order.
Applying Holds
.....For a line level hold, the At field will display order line number.
RELATED DOCUMENTS
-----------------
Oracle Order Management User’s Guide for Release 11i User’s Guide,
Part No. A7702
FREQUENTLY ASKED QUESTIONS
-----------------------------
1. What are the Item Attributes that affect Drop Ship orders?
Inventory: Transactable
NOTE: With family Pack G and lower only standard items can be drop shipped.
With family pack H and higher, kits and models can be drop shipped.
If part of a drop-ship line ships and you do not wish to fulfill the
remaining quantity, cancel the line. If the quantity shipped is less than
the quantity ordered, the sales order line will be split into two lines. The
first line will display the quantity shipped and the second line will display
Supplier ships more than the ordered quantity, you can bill your customer for
Use the Sales Order and Purchase Order Discrepancy Report to view differences
Why is this?
The Purchase Release program in the OM module ignores the setting of this
Thus in the case of drop shipments, the requisition always gets imported in
an approved status. The reason for this is because the sales order has
In R11i drop shipping is Workflow enabled. The OM Order Line Workflow calls
the 'Create Supply - Line' process. This process has a function called
'Branch on Source Type' which will detect an item with a Source Type of
'External' and set the line to a 'Purchase Release - Deferred' status.
Then when the Workflow Background processor picks up the line, it will
initiate the Purchase Release process to write the records to the interface
table. After the Requisition Import is successfully run, the sales order
Another big change in R11i is in the way locations are maintained. You no
Ship-To location, as was necessary in R11. Purchasing now uses a view a the
6. How can I view the Purchasing information for a drop ship order?
After the requisition import successfully pulls in the data from the
Select the sales order line with the externally sourced item and hit
Yes, this program can be run from the Orders, Returns -> Purchase Release
menu. If there are holds which prevent the order from progressing through
the Workflow normally after the order is booked, these holds must be
the Actions -> Progress Order button to push the lines through to the
You are not allowed to split order line because Line is released to purchasing
--- find OUT the customer, line item, ordered qty AND price info OF the ORDER :
l.unit_selling_price,
h.transactional_curr_code currency_code
FROM ra_salesreps s,
oe_transaction_types_tl ot,
oe_sold_to_orgs_v org,
mtl_system_items_vl si,
oe_order_lines_all l,
oe_order_headers_all h
ORDER BY l.line_id
oe_lookups lk1,
oe_sold_to_orgs_v c,
oe_invoice_to_orgs_v b,
oe_ship_to_orgs_v s,
oe_order_headers_all h
oe_order_lines_all l,
oe_order_headers_all h,
oe_hold_definitions ho,
oe_hold_sources_all hs
---find freight related info OF ORDER viz: freight carrier, ship method AND service
LEVEL :
wcsm.service_level, wcsm.freight_code
wsh_carriers_v wc,
oe_order_headers_all h
ORDER BY h.order_number
pa.arithmetic_operator, pa.operand,
DECODE (pa.modifier_level_code,
'ORDER', l.unit_list_price
* l.ordered_quantity
* pa.operand
* SIGN (pa.adjusted_amount)
/ 100,
) discount_amt
oe_price_adjustments pa,
oe_order_lines_all l,
oe_order_headers_all h
OR pa.list_line_type_code = 'SUR'
OR pa.list_line_type_code = 'PBH'
SELECT 'X'
ORDER BY l.line_id
/
a: Qp_list_headers_vl IS VIEW based ON qp_list_headers_b AND qp_list_headers_tl
TABLES.
FROM oe_charge_lines_v
FROM oe_order_headers_all
ORDER BY line_id
location_segment_user_value, lr.from_postal_code,
ar_location_combinations lc,
ar_location_values lv
ORDER BY 1
---TABLE ar_sales_tax contains location wise total tax- rates WITH tax break up ..
to_postal_code
FROM ar_sales_tax
50) customer,
wpb.NAME batch_name,
wsh_util_core.get_location_description
(wnd.initial_pickup_location_id,
'NEW UI CODE'
) ship_from,
wsh_util_core.get_location_description
(wnd.ultimate_dropoff_location_id,
'NEW UI CODE'
) ship_to,
wnd.initial_pickup_date pickup_date,
wsh_picking_batches wpb,
wsh_exceptions we,
fnd_lookup_values_vl lv,
hz_cust_accounts cust_acct,
hz_parties party
wdd.source_header_number so_order_number,
wdd.inventory_item_id, wdd.requested_quantity_uom,
wdd.organization_id, wnd.initial_pickup_location_id,
wdd.released_status, wdd.source_code
oe_order_lines_all oola,
wsh_delivery_details wdd,
wsh_delivery_assignments wda,
wsh_new_deliveries wnd
mtrl.from_subinventory_code, mtrl.to_subinventory_code,
wdd.inventory_item_id, wdd.requested_quantity_uom,
mtl_txn_request_lines mtrl,
mtl_txn_request_headers mtrh,
wsh_delivery_details wdd,
wsh_delivery_assignments wda,
wsh_new_deliveries wnd
wsh_delivery_legs wdl,
wsh_document_instances wdi
wts.planned_arrival_date, wts.planned_departure_date,
wts.actual_arrival_date, wts.actual_departure_date,
wdl.shipper_phone