interview questions oracle apps functional and technical

8/10/2019 Interview Questions Oracle apps Functional and technical

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R12 - How to Get Chart of Accounts SegmentDescriptionsIn R12, We Can't just directly get the Code Combination ( i.e Accounting Flex Field) Description from a

single table. But Oracle has provided a package, which will help to get the description easily.

Script:SELECT GCC.CODE_COMBINATION_ID,

GCC.SEGMENT1,

GCC.SEGMENT2,

GCC.SEGMENT3,

GCC.SEGMENT4,

GCC.SEGMENT5,

GCC.SEGMENT6,

GCC.SEGMENT7,

GCC.SEGMENT8,SUBSTR (

APPS.GL_FLEXFIELDS_PKG.GET_DESCRIPTION_SQL (

GCC.CHART_OF_ACCOUNTS_ID,

1,

GCC.SEGMENT1),

1,

40)

SEGMENT1_DESC,

SUBSTR (



2,

GCC.SEGMENT2),

1,

40)

SEGMENT2_DESC,

DECODE (

GCC.SEGMENT3,

NULL, '',

SUBSTR (



3,

GCC.SEGMENT3),

1,

40))
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SEGMENT3_DESC,

DECODE (

GCC.SEGMENT4,

NULL, '',

SUBSTR (


GCC.CHART_OF_ACCOUNTS_ID,4,

GCC.SEGMENT4),

1,

40))

SEGMENT4_DESC,

DECODE (

GCC.SEGMENT5,

NULL, '',

SUBSTR (



5,

GCC.SEGMENT5),

1,

40))

SEGMENT5_DESC,

DECODE (

GCC.SEGMENT6,

NULL, '',

SUBSTR (



6,

GCC.SEGMENT6),

1,

40))

SEGMENT6_DESC,

DECODE (

GCC.SEGMENT7,

NULL, '',

SUBSTR (



7,

GCC.SEGMENT7),


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1,

40))

SEGMENT7_DESC,

DECODE (

GCC.SEGMENT9,

NULL, '',

SUBSTR (APPS.GL_FLEXFIELDS_PKG.GET_DESCRIPTION_SQL (


8,

GCC.SEGMENT8),

1,

40))

SEGMENT8_DESC,

GCC.CHART_OF_ACCOUNTS_ID CHART_OF_ACCOUNTS_ID,

GCC.ACCOUNT_TYPE

FROM GL_CODE_COMBINATIONS GCC

WHERE CODE_COMIBINATION_ID = :P_ID

Where: P_ID, you can pass Code Combination Id to get description for particular Accounting Combination.

PO Receipt Accounting entries to GLWhen a PO Receipt is created in the Receiving Transactions form with destination type as Inventory, 2

entries get created in the RCV_TRANSACTIONS form. One with Transaction type as Deliver and other

with Receive. Also accounting is also derived for the 'RECEIVE' transaction. You will see an entry with

RECEIVING_INSPECTION and an ACCRUAL entry in the RCV_RECEIVING_SUB_LEDGER table. When

"Create Accounting: Receiving" is run, these Accrual Transaction for Receipt is transferred to GL

through SLA. In SLA for Receive Transactions "Receiving Inspection" account is Debited and

"Accrual" Account is credited. Journal Category will be "Receiving" for these transactions

For the Deliver Transaction type the transaction is sourced to Material Transactions as "PO Receipt"

Transaction Type. Accounting will be done on this transaction when "Active Cost Worker" program is

run. Usually this program will be scheduled to run every few minutes to calculate cost of the

transactions. When "Accounting Program" is run, these transactions

from MTL_TRANSACTION_ACCOUNTS will be transferred to GL through SLA. In SLA for Deliver

Transactions, "Inventory Valuation" account is Debited and "Receiving Inspection" account is

Credited. Journal Category will be "Inventory" for these Deliver Transactions.


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Invoice Matching 2-Way, 3-Way and 4-WayWhen Invoices are matched with PO, following 3 options can be used to match the PO.

2-Way Match: In 2-Way Match PO Quantity Should Match with Invoice Quantity and PO Unit Priceshould match with Invoice Unit Price. All the matching should be with in the tolerance limits allowed in

the Receiving Control options.
http://www.learningapps.info/2012/08/invoice-matching.htmlhttp://1.bp.blogspot.com/-PwEujZ5u6lU/UCb4w0TMqcI/AAAAAAAAAAM/3xSZuvof5VM/s1600/Inventory+Accounting+Flow.pnghttp://www.learningapps.info/2012/08/invoice-matching.html


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PO Unit Price = Invoice Unit Price

PO Quantity = Invoice Quantity

3-Way Match: In 3-Way Match PO Quantity should match with Invoice Quantity and ReceiptQuantity. Also PO Unit Price should match with Invoice Unit Price. All the matching should be with in

the tolerance limits allowed in the Receiving Control options.

PO Unit Price = Invoice Unit PricePO Quantity = Invoice Quantity

Invoice Quantity = Receipt Quantity

4-Way Match:In 4-Way Match PO Quantity should match with Invoice Quantity and ReceiptQuantity and also Accepted Quantity Also PO Unit Price should match with Invoice Unit Price. All the

matching should be with in the tolerance limits allowed in the Receiving Control options.

PO Unit Price = Invoice Unit Price

PO Quantity = Invoice Quantity

Invoice Quantity = Accepted Quantity

Invoice Quantity = Receipt Quantity


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SLA Technical Architecture and Links:

HOW TO JOIN GL TABLES WITH XLA (SUBLEDGER ACCOUNTING) TABLES

GL_JE_BATCHES (je_batch_id) => GL_JE_HEADERS (je_batch_id)

GL_JE_HEADERS (je_header_id) => GL_JE_LINES (je_header_id)

GL_JE_LINES (je_header_id, je_line_num) => GL_IMPORT_REFERENCES (je_header_id, je_line_num)

GL_IMPORT_REFERENCES (gl_sl_link_table, gl_sl_link_id) => XLA_AE_LINES (gl_sl_link_table, gl_sl_link_id)

XLA_AE_LINES (application_id, ae_header_id) => XLA_AE_HEADERS (application_id, ae_header_id)

XLA_AE_HEADERS (application_id, event_id) => XLA_EVENTS (application_id, event_id)

XLA_EVENTS (application_id, entity_id) => XLA.XLA_TRANSACTION_ENTITIES (application_id, entity_id)


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Overview of Procure to Pay Cycle in Oracle AppsProcure to Pay Lifecycle is one of the important Process in Oracle Applications. Procure to Pay

means Procuring Raw Materials required to manufacture the final or finished Goods from a Supplier

toPaying the Supplier from whom the material was purchased. But this process is not just two steps. It

involves many steps. Lets see the steps and Oracle Application involved in performing those steps.

1.Creation Of Purchase Requisition

Requisition is nothing but a formal request to buy something. Requisitions represent the demand for any

goods or services that an organization needs.

Requisitions for goods and services:Are generated by applications including Inventory, Work in Process (WIP), Material Requirements Planning

(MRP) and Order Management.

May be entered manually through Purchasing windows.

May be entered using iProcurement.

May be imported from external systems.

There are two types of Requisitions

1] Internal RequisitionBasically used when there is a Requirement from One Inventory Organization to the

Other Inventory Organization (Inter- Organization Transfer)

2] Purchase RequisitionBasically used when there is a Requirement to be fulfilled by External Sources i.e.Suppliers, Requirement from MRP, Requirement from WIP, Requirement from Sales Order etc.

With Oracle Purchasing module, you can create, edit, and review requisition information on-line. Then the

Requisitions went for approvals from proper authorities.

2. Creation of Purchase Order

Based on the Purchase Requisition and its approval next we have to create a Purchase order to buy the

item.
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Purchasing supports four types of purchase orders:

1] Standard: Create standard purchase orders for one-time purchases of various items. You create standard

purchase orders when you know the details of the goods or services you require, estimated costs,

quantities, delivery schedules, and accounting distributions.

2] Blanket: Create blanket purchase agreements when you know the detail of the goods or services you

plan to buy from a specific supplier in a period, but you do not yet know the detail of your deliveryschedules.

3] Contract:Create contract purchase agreements with your suppliers to agree on specific terms and

conditions without indicating the goods and services that you will be purchasing.

4] Planned:A planned purchase order is a long-term agreement committing to buy items or services from a

single source. You must specify tentative delivery schedules and all details for goods or services that you

want to buy, including charge account, quantities, and estimated cost.

Once purchase orders are created, they may be submitted for approval. The approval process checks to see

if the submitter has sufficient authority to approve the purchase order. Once the document is approved, it

may be sent to your supplier using a variety of methods including: printed document, EDI, fax, e-mail,iSupplier Portal and XML. Once the purchase order or release is sent to your supplier, they are authorized

to ship goods at the times and to the locations that have been agreed upon.

3. Receipt of Material

After receiving the PO, the supplier will send the items.

Purchasing lets you control the items you order through receiving, inspection, transfer, and internal

delivery. You can use these features to control the quantity, quality, and internal delivery of the items you

receive.

4. Creation of Payables Invoice


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Once youve received goods or service from your supplier, youll also receive an

invoice. UsingPayables you can record invoices in a number of different ways.

With Payables you can:

Import/Enter invoices manually, either individually or in batches.

Use Quick Invoices for rapid, high-volume entry of standard invoices and credit memos that are not

complex and do not require extensive online validation.

Automate invoice creation for periodic invoices using the Recurring Invoice functionality.

Use iExpenses to enter employee expense reports using a web browser.Import EDI invoices processed with the e-Commerce Gateway.

Import XML invoices.

Match invoices to purchase orders or receipts to ensure you only pay what youre supposed to be paying

for.

5. Payment to Supplier

Once invoices are validated, they can be paid. Payables integrates with Oracle Payments, the E-Business

Suite payment engine, to handle every form of payment, including checks, manual payments, wire transfers,

EDI payments, bank drafts, and electronic funds transfers. Payables also integrates with Oracle Cash

Management to support automatic or manual reconciliation of your payments with bank statements sent bythe bank.

This is how the P2P Cycle occurs in Oracle Apps.

Order Management Interview questions Part -11) It is possible to release an order line independently of other order lines

and order header.

Yes you can using the shipping transaction form.(From pick release you can release

complete order and not independently the lines).

Immediately after the order is booked, we can come to the shipping

transaction form, pull up that order, and for a specific line, we can

"Launch Pick Release". We can also subsequently create a delivery for this

order line and then ship the order as well. Hence we can ship an order line

independently of the other order lines.
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If there are two order lines, there will be two delivery lines,so for each

order line, there is a delivery line. Then as a next step, we assign these

delivery lines to a delivery. And if the autocreate is checked, then automatically

a delivery is created after pick relase and the two delivery lines are assigned

to the newly created delivery.

6) What are Container Items :

Container Items are also inventory items,which are flagged as "Container"

in the Physical Attributes tab. Usually they are not Customer orderable,

customer ordered ,invoicable etc. ;

Items => Physical Attributes => Container Area.

We can also set the item as a Vehicle as the case may be.

7) What is packing the Items :

Usually we Pack the Items, that is when we need to define the Container Item

Relationship,which is defined here,

Setup => Shipping => Container Load Details.

Here you specify the relationship between the regular items (like say Printer)

and the container items (like Box, Carton)and the maximum quantity that can

be filled in that container etc.

Once that is done, we should be able to do the packing.

8) What is partial cancelling of the order line.

If you change the order quantity say from an original value of 50 to ,say, 45,

then the orderline is said to be partially cancelled.

write more about this

9) What is splitting the order lines and how does pick release help in the case


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of split lines ?

Let us say we have an order which requires multiple shipments over time, then

you would split the order line, rather than creating multiple order lines.

So in each split line, we specify the quantity and the request data,warehouse

from where it should be shipped. Based on this, the scheduled ship dates are

also populated accordingly for each split line.

Once this is done, during the pick release process, we can specify up to which

schedule date /request date we want the lines to be released and then accordingly

the lines will be released.

10. What are line sets,ship sets, arrival set, fulfillment sets?

Line set is a generic term,which you specify at the order header level,

which can be a ship set, arrival set or fulfillment set.

If you specify a ship set,say 1, for a group of lines, then during pick

release we can release the lines based on that ship set number.

Also a line can belong to a ship set or arrival set,but not both.

13). What are backflush transactions ?

Backflush transactions are those WIP (workin process) transactions which pull

the inventory for the manufacturing operation. It is an issue (outgoing from

inventory) operation and not a receipt operation.

14) What are the examples of ShipOnly and InvoiceOnly orders.

Ship only orders are those where we just ship the item to the customer and do

not invoice them. Example of shiponly orders are demo items, and sample

items,which the customer uses and probably returns them after.

Invoice Only Orders are those where we just invoice the customer,but we do not

ship any item.Example of Invoiceonly order could be a subscription item

where we just invoice the customer for that month,but we donot ship

any item.


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15) What are trips and stops and how they are related to deliveries.

A trip consists of atleast two stops, one the pick-up point and one a drop-off

point. When we ship confirm a delivery,a program called "Interface Trip Stop"

is automatically run which creates a trip stop and the delivery is assigned

to that trip.

16)What are the different kinds of Orders

Regular sales order, RMA, Drop ship, Internal Sales order.

17) What are the possible reasons the inventory quantity can be driven negative

for reservable items.

Usually when we pick release, a quantity is reserved and if there is not enough

quantity then the reservation does not happen, and the pick release will fail.

However after a successful reservation , when we come to the delivery lines,

we can change the shipped quantity on the delivery lines as well. If that shipped

qauntity is more than the requested quantity and if that quantity is more than

the available quantity, (and if negative quantities are allowed) then the

inventory quantity can be made negative. if negative quantities are allowed for

that inventory organization, then those records might be stuck in the inventory

interface.

18) Can we change an order after we book it ???

Yes, as long you dont violate any processing constraints.

19) What is the difference between Pick Release and Pick confirmation.

Pick release is the process that you do in Order Management which will create a

move order and it goes thru approval, allocation and transaction.

Pick Confirmation is an inventory operation which is basically transacting a

move order which results in a subinventory transfer of the material from the source

subinventory to staging subinventory.


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Hence Pick Release will internally call pick confirmation process.

20) What is retroactive billing ??

21) what is shipping document set??

A shipping document set is a set of shipping documents,which you specify at the time

of ship confirm,so that Oracle shipping wil print all those documents. And they are

Bill of Lading => A receipt given by the carrier to the customer,acknowledging

the goods being shipped and specifying terms of delivery.

Waybill =>it is identical to Bill of Lading, but it is not a document of title.

Commercial Invoice=> prints all confirmed shipped item in a delivery along with value.

Mailing Label => address label showing where we are shipping.

Pack Slip => slip which shows the contents of the package.

Vehicle Load Sheet Summary =>specifies the loading sequence of items in a delivery.

Please note that the document set need not consist of all of the documents.

22) Is it possible to book an order with out any line items ? What would be the

business scenario for this kind of order ??

Yes.

23) What is packing slip ?

Let us say we have an order consisting of 10 items. A pack slip mentions all the

items. Basically it is just a confirmation from our side ,what we are shipping.

A bill of lading is a document from the carrier what we are shipping.

24) What is pick slip?

A pick slip is a document printed by the move order process in Inventory,which

tells what has been picked.

25) Does the order header close immediately after all the order lines are closed??

26)What is the backordered status in the delivery lines mean ?

The term "backorder" or "backordered" is a status,which means that during

pick release, that item is not having enough stock and hence the status of

the order line or shipping line changes to backorder. Please remember that

backordered is just a status, it does not initiate any kind of drop ship

process,to purchase that item from a supplier etc. To resolve this issue ,you


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We know that during the pick release process ,if there is not enough quantity

the delivery line status will automatically change to backordered. Now even

during the ship confirm, we can do a back order. During pick release the quantity

has moved from source to staging subinventory.

Sometimes we may not ship the entire quantity that is pick released. The business

reason for this could be that we need that material for some urgent or important

customers and hence we might partially ship the quantity. And this is done in

the following steps as follows.

-- In the delivery line, the requested qty(say 100) and shipped qty is null. Let

us say we want to ship only 60 and not the remaining 40. So in the shipped qty

you enter 60, so the backordered quatity will be 40

-- In the ship confirm window, in the unspecified quantities list box change it

to "Backorder". Then the 60 will be shipped and the remaning 40 will need to be

pick released.

-- Now come to the sales order and look at the lines, the original line will be

split into two lines one with 60 ,having status of shipped and one with 40 having

a status of "Awaiting shipping".

-- Do an explict subinventory transfer back from staging to source subinventory as

this will not happen automatically.

Hence understand the status "backordered" ,the quantity needs to be pick released

again.

32). what is the difference between bookings and revenue ?

typically revenue is referred to as current sales while booking is referred to

as the projected future revenue.


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33) what is the difference between billing and invoicing ?

Billing is a generic term used for AR invoices, credit memos,debit memos etc,

while invoicing information specifically refers to AR invoices.

34) what is item conversion and customer conversion ?

Lets say we have Oracle ERP A and ERP B and we are trying to convert items

from A to B. Then, when you bring an item X from A to B system, then that

id/code will be preserved.

The other option is to create corresponding new items in system B for each

item in system A and then try to reference the items from system A.

35) What is customer conversion and how does it affect order management ?

Basically when we are integrating two systems, then we need to bring in the

customers of one system to another,so we can transact in the new system

i.e we can create orders.

Hence if we are bringing open orders from system A to B, then we need to

do the item/customer conversion, because the open orders in the new system

will be referring to the old item numbers or customer numbers. For new

orders, that means the orders themselves are created in the new system.

36) what is business alignment ?

Business alignment is basically business aligning with IT. For ex, IT might

implement a new version of oracle ERP with new features ,then the business

should agree to the change and be able to adapt to the changes.

37). What is a Managed Service Point :

Means some company XYZ takes care of a particular functionality (like billing

invoice,check printing) in some other company ,say like Cisco. And for this

service, cisco pays them a flat usually monthly payment. Usually the managed

services provider works remotely from the company i.e managed services offerer.


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38). What are the checklist of items that happen while booking the order ?

Scheduling,

Credit check,

Checking Hold if they exists,

Repricing,

Process Price adjustments (apply modifiers),

Payments (Authorization of credit cards)

Sales credit verified,

Constraints are validated,

System parameters are validated,

tax calculation,

Configuration Validation,

Workflow progress based on the type of order,

Shipping data are populated,

IB(Install Base), CZ(Configurator) are populated.

39). How do you fulfill the software Orders versus tangible item orders ?

For tangible items orders, fulfilment is shipping the order; and the IB instances are

created once the item is shipped. For software orders; the two ways of fulfillment are

Ship the cd box or fulfill it online (by downloading etc);

If it is fulfilled online, the IB instance is immediately created with out the serial number;

And once the product is shipped, that is when the IB instance can be updated

with the right serial#.(you cant put a serial# on the box).

40). How do you ship the orders which you frequently ship the items together ?

For ex, let us say you very frequently ship the order consisiting of one cd, one hardware

token and one user manual. Then it makes sense to group them into a BOM(bill of material)

Kit. That is a BOM of the type of Kit. A kit is a group of components,but a kit itself is not

shippable although the component items are shippable. Also ensure that the on hand exists


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for all the component items so the pick release/ship confirm will not fail.

41). what is defer interface (at ship confirm) in order management ?

Basically at the time of ship confirmation, if the Defer interface is checked/enabled

then the Interface Trip Stop program is not run. If the Defer interface is not

checked/enabled then the Interface Trip Stop program is run. The interface trip stop

program basically updates the inventory,reduces the on hand quantity and also updates

the order lines status to closed from shipped.

42). At what point of time the onhand quantity gets decremented ?

So once the ship confirm completes and if the defer interface is not set, that is when the

inventory interface happens and the onhand quantity is decremented to reflect the

correct status in inventory.

43). Once the order is shipped, how can we see the delivery lines ?

Once the order is shipped, we can pull up that order in the shipping transactions find form,

by selecting null from the line status field.

We can also run the report like "Shipped Delivery Lines report" and provide the order number to

see the delivery# details etc.

Shipping => Interfaces => Run => Shipped Delivery Lines report

44) Profile option for seeing the output file ?

The profile option to see the output file and the log file is starting with "Viewer%"

45). you can have an item which is not inventory item, but it could be a customer orderable item?

Yes. for ex, service item, which are not inventory items (because they are not stockable/shippable) however a customer

can order the service item.

46). What are the different scenarios of ordering service from OM ?

Consider these situations :

You can order service from OM for an item


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which the customer has on the same order

This is a simple case.

the customer already owns the item,

Then you should know that order number,line#,shipment#,date of service start. Done on the service tab.

or the item should be there in Oracle installed base.

Then you should know the item instance# or item serial number,called reference number in the form. And if the

item does

not exist in the Installedbase,then you should create it manually.

47). where do you define a fulfillment flow. ??

Each order type will have a workflow for header/line attached to it and the order lines

will flow those steps.

48). Does defer interface defer OM/AR interface ?

No the defer Interface is basically defers the shipping module writing the status

back to the OM/inventory interface. However only after this writeback(interface trip stop

program completion), the line status at the order level changes from shipped to closed and

at the shipping line status changes from closed to Interfaced.

And only after the Orderline status is closed, it can be interfaced to AR(if it is an invoicable

item).

49). How do you fulfill a service item order ???

Lets us say there is a consulting service order. Usually these kinds of orders

are fulfilled after the serviced is delivered. the regular orders as fulfilled

once the item is shipped.while these orders are fulfilled once the service is

performed and the timesheet is filled,approved the appropriate authority and sent over.

50). Why is that in OM, once a sales order is created for a customer, a credit hold is

automatically applied?

It may or may not be. It is decided by the workflow process.

51). I understand that BOM's should be defined if the warranty has to be automatically


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created upon purchase of a product. What if the customer does not implement BOM?

When you purchase OM, the basic functionality of BOM is provided by default.

52). Does the workflow background process need to be run with deferred processes yes?

Yes to clear the waiting processes,if any.

53). Can the delivery lines in Shipping module be sourced from Other modules than OM?

The sources for the delivery lines are Order Management,Project Contracts and Shipping.

54). What is credit managment module and what is its functionality ?

Credit Management is a separate module which basically checks whether the customer

credit is in good holding and if not,it will put the customer order on hold.

Credit management can be hooked up to the OM/AR/Collections as different touch points.

(just like ipayments module).

55). Is a move order created for a non-reservable items ?

No, when you created a non-reservable item and pick release a sales order for that item,

then there will not be a move order and hence there will not be a reservation or

the item movement from the current subinventory to the staging inventory.So the item

stays in the place where it is currently. This is said to be looser inventory control.

55 a).What is the difference between pick releasing a Reservable Item versus

Non-reservable Item?

Usually the inventory items are by default reservable and when an order with

a reservable item is pick released , then during the allocation and transaction

process, the material reservation is made and move order is transacted.

However when a order with a non-reservable item is pick released, then during

during the pick release process,then there is no allocation required.


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56) What are the conditions under which the inventory quantity can be driven

negative(for non-reservable items)?

Usually when the items are non-reservable, then the pick release process will

not check for the item quantity and there is no reservation involved. Hence

when you shipconfirm ,there is a chance that sufficient quantity might not be

there to ship.

So if there is insufficient quantity in an inventory organization ,&

if negative quantities are allowed in that organization , &

if the item and subinventory both are reservable (if an item is reservable

but a subinventory is not, the item quantity in that subinventory is not

reservable),

Then if the above conditions are satisifed, the inventory quantity can be

driven negative.

57). What are the consequences of allowing /disallowing negative balances in inventory?

If you do not allow negative balances in your inventory it will block any shipment

(delivery) where a line is shipping more than the quantity available in inventory.

The error is generally human. You accidentally enter a larger Ship Quantity than you picked.

The whole delivery will be stuck in the Inventory Open Interface.

To solve the problem either go through the entire delivery and find out which line

was overshipped. Then move the required quantity to the staging area and resubmit

all the lines in the Inventory Open Interface. Now run the Interface Trip Stop - SRS

in Order Management. This should do the trick.

Otherwise, allow negative balances in your inventory. And resubmit etc. When the

delivery has been processed there will be a negative balance in the staging area.

Research onthis. if the shipped quantity is more than the requested quantity for the reservable vs non reservable items

do a copmlete flow on this. ??


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58). How to create a Manual Delivery in OM ?

Navigate to Shipping Transaction Form

Ensure that radio button is on deliveries in the top right corner (ie in "Search For" region)

Click On find button (You can enter a few criteria to make the search faster)

Once the results screen opens, click on the general create button green "+" icon at

the top left menu.

It will create a new record. Enter all required details and save.

Now you can come to the shipping trx form ,find delivery lines for a sales order and

assign the manually created delivery above to these delivery lines.

This can be understood in the way that when we create a customer, the first thing

that comes up is the customer search screen,so that we can find existing customers,so

that there are no duplicate customer entries.

59). what is the difference betweeen manual delivery vs automatic delivery ?

Actually the difference is when you are creating Automatically, the system will

create one delivery for the lines involved but if you want to do it your way i.e.

either club deliveries or may be have a delivery for each line seperately then it's of use.

To my knowledge if you don't have a seperate Trip Planning or Delivery Planning department

it should be left to create aumoatically as you won't be getting benefited much by that.

59). How do you fulfil an RMA order?

Standard tangible orders(with tangible items) are fulfilled by physically shipping those

items. However return orders(like return only, rma only, rma with credit etc) are fulfilled

after we receive that item into the inventory. So the steps would be

- First book the rma order and note that order #.

- then go to purchasing/receipts and in the customer tab, receive that item


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into inventory. check to see if the onhand has increased,ensure that the

receving transaction processor is running.

60). What are the steps involved in shipping of an ATO Item ?

For ATO model you cannot ship the item immediately after booking. Please

find the following steps.

Click the actions button and select progress order. This will run a concurrent

program called autocreate final assembly. If you see the output of the

request you will get the job no.

Query the job in discrete job window and check whether it is released.

If not release it.

Transact the job in move transaction form.

Complete the job

Now query your sale order and check the line status. It will be Awaiting

Shipping.

Now you can ship the order.

61). What is lead time ?

The generic lead time definition suggests it is the amount of time between the

placing of an order and the receipt of the goods ordered.

Usually we can see it as the time difference. So we can have different kinds of

lead times like Transit lead time & Delivery Lead Time etc.

62). What is the difference between Operating Unit Id and Inventory Org id?


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As mentioned before, usually whenever we are dealing with org id's in the

Purchasing,OM, we are referring to the operating unit id, while in the

inventory we are referring to the inventory org id.Now when we enter lines

in OM, we choose an inventory item id. Now this inventory item is corresponding

to the inventory organization id that is specified in the Warehouse id.

Actually the warehouse id corresponds to the Inventory Organization Id.

Incidentally the warehouse id is present both at the header level as well

as the line level. Also we can even mention what is the subinventory from

which this item should come at the order line level.

So what this effectively means is that we can place sales orders having

two lines corresponding to the two different inventory organization ids as the

warehouse id is present also at the line level.

63). What are defaulting rules in Order Management ?

Generally while we are creating an order online/offline, certain information

defaults based on the defaulting rules. these defaulting rules can be defined from the

setup => rules => defaulting.

One important point to note here is that when we create a default rule for each

attribute, we mention what is called the default sourcing rules. Here we specify

the sequence in which this attribute will be sourcing. An an ex, consider

a bill to attribute, we specify the sequence as

shipto. billto

customer.billto

blanketheader.billto

agreement.billto.

which means if the shipto entity does not have the billto info,then it goes

to the customer and gets the billto, and if it does not find there to

it goes to blanketheader and gets it etc.

64). Explain the terms, Manufacturer, distributor,reseller, retailer?


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Ans:

Parameter Categories ParametersApproval Parameters: 1) No Response from the Approver

Default Value: Reject

Alternative Value: Continue

Note: If the approver is the final approver on the list and does not respond, the transaction will be rejected regardless o

the parameter value.Copy Parameters 1) Call line DFF extension API in COPY

Default value for Action- Copy Complete Configuration

Generic Parameters 1) Audit Trail 2) Customer Relation Ships

3) Default Hint for Pricing and Availability

4) Enable Freight Ratings 5) Enable Ship Method

6) Item Validation Organization 7) Margin Calculation

8) OM: Configuration Date Effectively

Payment parameters 1) Allow Multiple Payments

Yes: Allows multiple payments per order AND to use the full/partial down payment feature. Enables navigation to the

Payments window from the Sale Order form using the Payments Action.

2) Authorize first installment only

Retro billing Type 1) Default Order Type 2) Enable Retro billing

3) Retro Bill Reason Code

Scheduling Parameters 1)Allow Partial Reservations

2) Firm Demand Events

3) Latest Acceptable Date

4) Promise Date Setup

5) Reschedule with request Date change

6) Reschedule with Ship method change

OMTax features:-0. What are the Tax Related Processing Constraints

Through the use of seeded processing constraints, Order Management does not allow a user to:

Enter/ChangeTax Codeon Order Line if the profile option Tax: Allow Override of Tax Code is set to NO.

Enter/Change Tax Handling, TaxExemptionNumber and Tax Exemption Reason when the profile option Tax: AllowOverride of Customer Exemptions is set to NO.

UpdateTax ExemptNumber, Reason, or any other tax related .fields once an invoice has been generated.

If your business process allowstax informationto be updated after an invoice has been created, you must

modify the seeded processing constraints that affect updating tax information.

1. At what stages tax calculation can occur in OMAns: Entry, Booking Or Invoicing

Tax calculation for the above events can only be controlled at the order level (not at the order line level). You specify

when to calculate the tax for an entire order when you create Order Types within the Order Management transaction

Types window.
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Tax Calculation at Entry

With tax calculation at Entry, tax is calculated as each order line is entered. This tax calculation is used, for example, in

businesses that requires the user performing order entry to view the total of the order, including tax, so it can be quoted

to a customer. To include tax in Commitment Applied Amount, set the tax event to Entry.

Tax Calculation at Booking

When tax calculation occurs at Booking, tax is calculated on each of the booked order lines. This tax calculation option

is used, for example, in business that require tax visibility for booked orders, but who want to increase order entry input

times by notcalculatingtaxat entry.

Tax Calculation at Invoicing

When tax calculation occurs at Invoicing, no tax calculations will occur within Order Management. Tax calculation will

occur in Oracle Receivables when the order or order line is invoiced.

2. How you willcalculate taxfor an order while entering sales order?Ans: To calculate tax at any time, select Calculate Tax from the Actions button menu within the Sales Order or Order

Organizer windows.

3. What are OM Tax security optionsAns: Order Management enables you to update the tax security information on an order or return by setting the Tax:

Allow Override of Customer Exemption profile option. This profile option controls the modification of the Tax Handling

Status, Reason & Certificate .fields at the order header and order line levels. Standard tax calculations can beoverridden by setting the profile option to Yes. The Tax: Allow Override of Tax Code profile option determines whether

the defaulted tax code on an order line can be updated.

Quick Codes(Order Management Lookups):-4. What are various set ups for which we can create Quick Codes

Ans: Cancellation Codes Credit Cards Freight Terms Hold Types Note Usage Formats Release Reasons Sales

Channels Shipment Priorities, etc.

5. What is the navigation to define Quick codesAns: Order Management > Setup > Quick Codes > Order Management.

Document Sequences for Order Numbering:

6. What is document sequence:Ans: A document sequence is a range of numbers that can be used for an order type and is defined by a numberingmethod (automatic, manual or gapless) and the beginning order number.

7. Can you assign a Single document sequence to all your Sales documentsYes

8. Can sales documents contain alphabetic charactersNo

9. What are various types of Document sequence numbering methodsAutomatic: The system automatically increment document numbers. Automatic sequences do not guarantee contiguous

numbering.

Gapless: The system guarantees that the numbers returned are contiguous. Order Management prevents deletion oforders that have been numbered using the gapless numbering sequence.

Manual: The user must specify a unique document number.

20. Which profile option should be considered while implementing Document Sequence NumberingAns: Set the profile option Sequential Numbering to Always Used at the Order Management Application level.

21. What is the navigation to define Document sequenceAns: Order Management > Setup > Documents > Define.

22. What Document sequence category ?Ans: A document category is a specific type of document such as a sales order or a purchase order. These are used in

many Oracle applications for key entities. In Order Management when you create an order transaction type the system
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automatically creates a document category with the same name. This is used to assign the numbering sequence to the

order type.

23. What is the navigation to assign Document sequence to Order Transaction TypeAns: To assign your order type to a document sequence navigate to Setup -> Documents -> Assign.

24. Can you change the Document sequence assignment for an order typeAns: No. you cannot change the assignment for an order type and set of books. To change the assignment you must

assign an end date to the existing assignment and create a new one for the new assignment. You cannot have more than

one assignment for the same date range, document type and set of books.

Transaction Types (Order Types)25. What is transaction type?

Ans: The transaction types determine what workflow the order and line will have and also it acts a source for defaulting

and to establish processing controls. For each order type, you can assign a default price list, defaulting rules, order lines,

return lines, line types, workflow assignments, payment terms, and freight terms, etc.

It also controls order numbering, credit check rules and workflow of header and line

Main : DocumentAgreement type, Whether agreement required, PO required

Default return line type, default order line type

Pricing - Enforce Price list , Default price list, Minimum margin percentage

Credit Check ruleOrdering, Picking, Picking/Purchase release, Shipping

Shipping: None of the fields in the shipping tab are applicable to BSAs

Warehouse , Shipment Priority, FOB, Demand Class, Inspection Required, Line

Shipping method, freight terms, Shipping source type, Scheduling Level, Auto Schedule, and Fulfillment set

Finance: None of the fields in the Finance tab are applicable to BSAs

Rule: Invoicing Rule , Accounting Rule

Source: Invoice Source, Non Delivery Invoice Source

Credit Method for: Invoice with Rules: , Split Term Invoices Receivable Transaction type, Tax event, COGS Account, Currency, Conversion type

26. Assignment of line flows are required for QuotesNo.

27. Can you change the existing line flow assigned to a order typeNo. Once you have created a document using an order type you cannot change the existing line workflow Assignments.

Instead, enter an end date for the existing assignment and enter a new Assignment for the for the new workflow.

Defaulting Rules:-

28. What is defaulting rulesAns: Defaulting rules enables to define rules to determine the source and prioritization for defaulting order information

to reduce the amount of information you must enter manually in the Sales Orders window For most fields, you can

assign one or more defaulting sources in a priority sequence, or, if the default is always the same, you can define a

constant value.

29. Which program to be run after updating defaulting rules?Ans: Defaulting Generator concurrent program must be run to generate new defaulting packages. This can be run from

Tools menu while updating parameters

30. What is the navigation to define Defaulting rules?Order Management > Set Up > Rules ? Defaulting

31. What do u mean by Entity in Defaulting rules


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Ans: The Entity field displays the name of the object for which defaulting rules and conditions are being defined such as

the order line.

Entity means a group of related attributes that correspond to a table or forms in Order Management. Examples of

Entities : Line Payment, Order Header, Order Line, Order Payment,

An Attribute is a field or column that belongs to that entity. Fox example: Ordered Quantity UOM is an a ttribute o

Order Line Entity

32. Can you create new record in Attribute Region

No. You are not allowed to enter new record

33. What is defaulting source and mention those sourcesA defaulting rule source is the location from which you obtain a defaulting value; Defaulting sources: Constant Value,

Application Profile (Profile Options), Same record, Related record, System Variable, PL/SQL API, WAD Attribute,

WAD Object Attribute

34. Defaulting are set at which responsibility? ***Ans: Defaulting rules are defined at Application Level.

Credit Checking Rules35. How the credit checking is implemented?

Ans: To implement credit checking, set the following

Use the Profile classes, Payment Terms that are checked credit check box and

Assign the credit-checking rule in OM Transaction type

36. What are Credit checking rules?Ans: Order Management credit check rules enable you to determine what credit checking criteria is used when

determining credit exposure during the credit checking process.

Credit check rules defines the following:

credit check level - whether Sales Order level or Sales line level

Credit hold Level - whether Sales Order level or Sales line level

Whether to include tax and freight charges ,whether to include un invoiced Orders, etc.Order Management transaction types determine when credit checking actually occurs, and when used in conjunction

with credit checking rules.

37. What is credit profile?Ans: Organization Credit Profiles are a set of criteria that define an operating units credit policy for credit control and

order credit checking. Credit Profiles include the credit limit and pertinent data needed to determine total credit

exposure for orders undergoing credit checking.

Credit usage rules are assigned to Credit profiles.

38. What is the navigation for defining credit profiles?Order Management > Set Up > Credit > Define Credit Profiles

39. What are Credit Usage Rules?Ans: Credit Usage Rule Sets define the set of currencies that will share a predefined credit limit during the credit

checking process, and enable the grouping of currencies for global credit checking.

Navigation: Order Management > Set Up > Credit > Define Credit Usage Rules

40. What are various Credit Profile types and What is their Hierarchy when performing credit checking? Ans:

Customer: Enables you to define credit limits by currency for Customers.

Customer Site: Enables you to define credit limits by currency for Customer Sites.


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Operating Unit Default: Enables you to set credit limits and terms, by currency, within a given operating unit

Credit Profile Limits Hierarchy when performing credit checking:

Customer Site Profile

Customer Credit Profile

Operating Unit Default Credit Profile

41. What is the purpose of Credit Profile Window?

Ans: The Credit Profile window enables users to create and maintain credit information for Operating Units and ItemCategories and assigning credit usage rules to that profile.

You cannot define Credit Profiles for Customer or Customer Site by directly navigating to the Credit Profile window.

Credit Profiles for Customer and Customer Sites are initially defined when entering credit information in

the Credit section of theProfile-Transactions tab of the Customer and Customer Site windows. You must then assign a

Credit Usage Rule to your Customer or Customer Site if you want to enable multi currency credit check.

2. What are the methods to deactivate Credit Checking

Ans: There are three ways to deactivate Credit Checking on an order:

Use an order type that does not have an assignedcredit rule

Define the Customer Profile so that the Credit Check box is not checked

Use payment terms for which the Credit Check box is not checked

Deactivating Credit Checking does not automatically release orders previously on credit hold. However, the next time

you attempt to Book, Pick Release or Purchase Release (for drop shipments), Pack, or Ship Confirm an order which

utilizes a Order Management Transaction type that enables credit checking to occur at the specified order points, or you

perform an order change that trigger credit checking in the Sales Orders window, Order Management will releases the

credit check hold if the order or line meets the requirements for successful credit check

3. Which hold will be applied while checking credit/

Ans: Credit check failure hold will be automatically applied when he credit check evaluation fail on orders set up to be

credit checked.

Holds:

4. What are holds?

Ans: When you prevent further processing on an order through an exception, you are placing a hold on the order.

For each hold, you can specify hold security by responsibility to control which responsibilities have authority to apply

and/or remove the holds you define. Holds can be defined to be specific to pick, pack, ship, or invoice interface activities.

Order Management Hold database tables are striped by organization ID. Therefore, you will need to define holds for

each operating unit within your enterprise structure. However, hold type quick codes only need to be defined once.

45. Which profile options enables to modify seeded hold attributes.Ans: OM: Modify Seeded Holds : This profile enables you to modify seeded hold attributes. Options are Yes or No. The

default is No or Null.

46. How many ways you can create holds?Ans: You can create holds based on a combination of two criteria, such as customer and item, or item and warehouse.

47. Can Generic Hold applied at line level?No. Generic hold can be applied at header level only.

48. What are various profile options that are to be considered while setting up holds OM: Prevent Booking for Line Generic Holds : This profile controls whether a transaction will fail booking if a generic

hold has been applied.

OM: Schedule Line on Hold This profile controls whether scheduling should attempt to schedule lines that are on hold.

The default is set to No.
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OM: Promotion Limit Violation Action : This profile controls how and where holds are placed on order lines and

headers when promotion limits are exceeded in Advanced Pricing or Trade Management. Available options are: Place

holds where violated, place order on hold when any violation occurs, or no holds applied. No holds applied is the default.

OM: Schedule Line on Hold This profile controls whether scheduling should attempt to schedule lines that are on hold.

OM: Modify Seeded Holds This profile, when set to yes, allows a user to modify seeded hold attributes. Use caution

when activating this profile as other system parameters may interact with the seeded hold values.

49. What is hold source

Ans: A hold source allows you to apply a particular hold to a group of existing orders, returns or lines and to new ordersand lines meeting your hold criteria. Hold Sources are created to hold all current and future orders for an item

customer, order, warehouse or customer site (Bill to or Ship To locations), Blanket Sales Agreement No or a

combination two attributes.

To define a hold source, navigate to (N) Order Management > Orders, Returns > Order Organizer.

Select the Tools menu, and choose Create Hold Source.

Order Management supports Hold Sources with up to two entities. The combinations of two supported entities are as

follows:

Item > Customer: Item > Ship To Site: Item >Bill To Site

Item > Warehouse Item > Blanket Number Warehouse > Customer

Warehouse > Ship To Site Warehouse > Bill To Site

Blanket Number > Ship To Site Blanket Number > Bill To Site

Blanket Number > Warehouse Blanket Number > Ship To Si te

Blanket Line Number

Attachments:

0. What is the navigation to create attachments?

Order Management: Setup > Orders> Attachments >Documents

1. Defining Attachment Addition Rules

Using standard Oracle Attachment functionality, you can specify rules for automatically attaching of all types of

documents to orders and order lines. You can specify that documents be applied to orders or lines for a

certainCustomer, Bill To customer, Ship To customer, item, order type, and/or purchase order.

For Order Management, you can specify attachment addition rules at the order level for the following attributes for

orders, quotes, or returns:

Customer Customer PO Invoice To Order Category Order Type Ship To

At the order line level, you can specify your attachment addition rules by specifying values for the following attributes

on the order, order line, quote line, or return line:

Customer Inventory Item Invoice To Line Category Line Type Purchase Order Ship To

2. How you will enable automatic attachments to Sales Orders?

Ans: By setting the profile option OM: Apply Automatic Attachments: to Yes

Order Management Work Flows:

53. What is Workflow?Ans: Workflow technology supports routing information of any type according to user defined business rules. Business

transactions, such as order placements or purchase requests, which involve various controls, routings, and approvals,

can be managed more efficiently by leveraging Workflow technology.

An order and each of its lines can follow different workflow processes,


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Different lines on an order can follow different line flows,

Order Management provides you with seeded workflows with functional activities and sub processes. Using the Workflow

Builder, you can define new function activities and notifications.

The product comes seeded with several order and line flows. If these seeded flows do not meet your requirements you can

define your own. You can use these for processing your orders and lines, by assigning them to order and line transaction

types.

Line level workflow processes are assigned based on an order type, line type, and item type combination.

54. What are setups for using workflow in Order ManagementSet up : Here are the things you need to do before using Workflow with Order Management:

Setup Order Management WF Administrator Workflow item attribute

You need to assign a responsibility (role) to the Order Management Workflow item attribute OrderManagement WF

Administrator for unexpected error handling. . Whenever an unexpected error occurs, a notification is sent to the

responsibility assigned to Order Management WF administrator item attribute.

You can set this item attribute via the WF builder.

Review seeded OM WF data and define Workflow processes via the Workflow builder: Review the seeded flows, activities,

notifications, etc. Check whether the seeded data meets your business needs. 2. Create custom activities, notifications,

and any other components needed to build flow processes to meet your specific business requirements. 3. Use the seeded

runnable flows as examples to create your own flows, using seeded and/or custom sub-processes/activities. OR Copy a

seeded workflow process to create a new workflow process and modify this newly, copied workflow process according to

your business requirements.

Setup approval notifications and OM: Notification Approver

Setup Workflow assignments for order/line transaction types

Both order and line types are setup using the Transaction Types form.. When you define an order type, you need to

assign a header workflow to it. Line level workflow processes are assigned based on an order type, line type, and item

type combination.

Setup the WF background Engine

The Workflow Background Engine processes deferred activities, wait activities and timed out activities. You need toschedule the Workflow Background Process concurrent program to re-submit periodically. When scheduling the

concurrent program, please specify Order Management work item types as parameter so that it only picks up activities

specific to Order Management work items.

55. What is workflow BuilderOracle Workflow Builder is used to define new workflow processes.

56. What is workflow EngineThe Oracle Workflow component that implements a workflow process definition. The Workflow Engine manages the

state of all activities for an item, automatically executes functions and sends notifications, maintains a history of

completed activities, and detects error conditions and starts error processes. The Workflow Engine is implemented in

server PL/SQL and activated when a call to an engine API is made.

57. What is Purchase release?The seeded Purchase Release sub-process interfaces information to Purchasing when order lines need to be drop-

shipped.

58. How you will see the workflow status in Order ManagementTo view processes for specific orders within Oracle Order Management, complete the following steps:

he desired order in Oracle Order Management.

e to the Tools menu and select Workflow Status.

window opens and displays the workflow status as an activities list.


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From the Activities List window you can select the order header workflow Process or the order line workflow processes

associated with the order. Selecting an order line workflow process opens a new activities list for thatprocess.

Select View Diagram under the activities list to view the actual workflow diagram.

59. What are various work flow item typesAns: Order Management (OM) comes seeded with the following workflow item types:

1) OM Order Header (OEOH) - All Order Header level activities and sub-processes, are seeded under this WF Item

type. Header flows are started using this item type, with the header ID as the Item Key. An order flow is started when an

order header is created and saved.

2) OM Order Line (OEOL) - All order line level activities and sub-processes, are seeded under this WF item type. Line

flows are started using this item type, with the line ID as the item key. An order line flow is started when an order line is

created and saved.

3) OM Standard (OESTD) - Common functions and lookups are seeded under this item type. No flows are started using

this item type.

4) OM Change Order (OECHGORD) - Change Order Notification flows are started using this item type.

60. What are workflows associated with OM Order Header Item Type Order FlowGeneric

Order Flow - Generic with Header Level Invoice Interface

Order Flow - Return with Approval

61. What is Order FlowGenericThe Order Flow - Generic workflow process is the most often used workflow in Oracle Order Management. This process

includes activities that book and close the order header. This can be used with any line flow for any item type with

outbound lines and return lines

Sub Process: BookOrder Manual, CloseOrder

62. What is Order FlowGeneric with Header level Invoice InterfaceAns: This work flow is used when business requires that all lines on the order invoice together at the header level. Order

FlowGeneric with Header Level Invoice Interface first ensures that the order is booked before generating the invoice.

After booking is complete, the process interfaces with Oracle Receivables to generate an invoice for the order. Upon

completion of the invoice interface, the process closes the order.

This process must be used in conjunction with Line Flow - Generic with Header Level Invoice Interface.

Sub Processes: Book Order Manual, Header Level Invoice Interface, Close

63. What is Order Flow- Return with ApprovalAns: This workflow is used when all lines on the order are returns and header level approval is required.

64. What are various item types for which line flows can be assigned1) ATO Models, Classes, Options, Items 2) Configured Item 3) Kits 4) Included Items 5) PTO Models, Classes, Options

6) Standard Items 7) Service Items

If the item type code is left blank, the specified workflow assignment applies to all item types for which there is no

specific assignment. Specify an assignment for the configured item type if you plan to use the line type for ATOconfigurations.

65. What are seeded line item flows associated with OM Order Line Type.Ans The Oracle seeded processes associated with OM Order Line include the following:

Generic Processes:

1) Line FlowGeneric 2) Line Flow - Generic with Header Level Invoice Interface

3) Line Flow - Generic, With Export Compliance 4) Line Flow - Generic, Bill Only

5) Line Flow - Generic, Bill Only with Inventory Interface


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6) Line Flow - Generic, Ship Only

Assemble To Order (ATO) Processes:

1) Line Flow - ATO Item 2) Line Flow - ATO Model 3) Line Flow Configuration

Oracle Release Management Processes:

1) Line FlowGeneric with Authorize to Ship (RLM)

Inbound or Return Processes:

1) Line Flow - Return for Credit Only

2) Line Flow - Return for Credit Only with Approval

3) Line Flow - Return for Credit with Receipt

4) Line Flow - Return for Credit with Receipt and Approval

Service Item Processes:

1) Line Flow - Standard Service

66. What is Order header flow and Line flowHeader flow consists of information about customer such as price lists, shipping parameters, Ship Methods, Warehouses

etc., and these values can be used as default information for line flows.

Line flow consists of information about items, quantities ordered, price, request date, schedule ship date, schedule

arrival date, source, etc.,

67. Explain various line level Generic processes:1) Line FlowGeneric Use this process for all items except for service items, including assemble-to-order (ATO) items

ATO models, kits, and pick-to-order (PTO) models. If, however, you are a high volume ATO user, specific Assemble to

Order (ATO) Processes can improve performance.

Sub Processes: Enter Line, Schedule - Line, Create Supply OrderLine Manual, Ship Line, Manual, Invoice Interface

Line,. Close-Line.

2) Line Flow - Generic with Header Level Invoice Interface :Use this process when all order lines must invoice

simultaneously. Invoice is controlled by the Auto Invoice concurrent program. Set up grouping rules in OracleReceivables if only one invoice for the order is necessary. This process must be used in conjunction with Order Flow -

Generic with Header Level Invoice Interface.

Sub Processes: Enter Line, Schedule - Line, Create Supply Order Line Manual, Ship Line, Manual, Header Leve

Invoice Interface-Line, Deferred, Close-Line.

3) Line Flow - Generic, With Export Compliance Select this process when products exported to a denied party must be

checked. This process is commonly used in the defense industry,

Sub Processes: Enter Line, Schedule - Line, Export Compliance Screening-Line, Create Supply Order Line Manual

Ship Line, Manual, Invoice Interface Line,. Close-Line.

4) Line Flow - Generic, Bill Only Use this process when scheduling and shipping are not necessary for an ordered item.

This process fulfills the order line, then proceeds with invoice interface. For example, this process might be used if aninvoice was incorrect and an adjustment must be made visible in Oracle Order Management

Sub Processes: Enter Line, Invoice Interface- Line, Deferred5 ) Line Flow - Generic, Bill Only with Inventory Interface Use this flow when products are not shipped but inventory

decrement is required. For example, some distributors have customers who pick up products in person. The inventory

transaction must be accounted for, so the process line moves to invoice interface. The product is picked up, so shipping is

not necessary.

Sub Processes: Enter Line, Invoice Interface- Line, Deferred


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6) Line Flow - Generic, Ship Only Use this process if you must ship a product but an invoice is not necessary. This flow

decrements inventory. For example, this process Selecting Workflows could be used when shipping free samples for a

new product, or for shipping a non-billable toolset to repair a previously invoiced item.

Sub Processes: Enter Line, Schedule Line, Create Supply OrderLine. Maual,ShipLine, Manual, Close-Line

68. Explain various line level processes used for inbound or return processes:Ans: The following line level workflow processes are used for returns or inbound lines:

1) Line Flow - Return for Credit Only This process is used only for incoming lines. The process runs an activity thatissues credit without waiting for a receipt of goods or an approval. This flow could be used, for example, if you give

credit for a product shipped on a CD, but you do not want the CD to be returned.

2) Line Flow - Return for Credit Only with Approval This processes is used only for incoming lines that requires

approval. This process could be used, for example, when a return must be approved by a manager or a customer service

representative before credit is issued.

3) Line Flow - Return for Credit with Receipt This process is used only for incoming order lines that require receipt of

goods before credit can be issued. Once the returned items are received by Oracle Purchasing, the process continues

through invoicing and credit is issued. This process is useful when the returned items are expensive; credit should not be

issued until the items are received.

4) Line Flow - Return for Credit with Receipt and Approval This process is the most restrictive for incoming lines. Theprocess requires both receipt of goods and an approval. This process is commonly used when items such as modems are

returned. The modem is received then inspected to ensure that no mistreatment or neglect of the item occurred. Once

inspected and approved, credit is issued.

69. Which line flow is used for service and support itemsAns: Line Flow - Standard Service Use this process for service items such as support. Once the line is fulfilled, invoice

interfacing occurs.

70. What is ATO ItemAns: It is an item you make in response to a customer order.Also know as Assemeble to Order

71. What is ATO ModelAns: A configuration you create for customer order that includes optional items.

72. What do you mean by Available to Promise (ATP)Ans: ATP (Available to Promise) typically refers to the ability to promise finished goods availability based on a

statement of current and planned material supply.

Ans: The quantity of on-hand stock, outstanding receipts and planned production which are not committed through a

reservation or placing demand. In Oracle Inventory, you define the types of supply and demand that should be included

in your ATP calculation.

73. What is the difference between Item and ModelModel : An item whose bill of material lists options and option classes available when you place an order for the model

item.

Order Entry:

74. What is standard Order process?Ans: A Standard Sales order can contain the following process steps:

Order Entry:

Order Booking:

Pick Release:

Ship Confirm

Invoicing


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Closing

These are dependent upon Order type and Line type that are associated with appropriate work flow process

75. What do you mean Booking of Order in OMAns: Booking a sales order indicates that the order entry process is complete and that the customer has committed to the

order. Booking is required before the order or return can advance to the next workflow activity.

76. What is schedule arrive dateAns: Schedule arrival date means the date returned by the system on which your customer can receive the products.

77. What is schedulingAns: Order scheduling includes assigning demand or reservations, warehouses, shipment dates, and lots or

subinventories to an order line. This will cause the demand to be planned in Material Planning Systems.

78. What is schedule dateAns: For Order Management, it is considered the date the order line should be ready to ship, the date communicated

from Order Management to Inventory as the required date any time you reserve or place demand for an order line.

79. Various TermsShip to contact: This is the person that Customer Service and Shipping Personal should be contacting to make delivery

appointments and pass rescheduling notifications.

80. What is Internal Sales Order

Ans: A request within your company for goods or services. An internal sales order originates from an employee or fromanother process as a requisition, such as inventory or manufacturing, and becomes an internal sales order when the

information is transferred from Purchasing to Order Management.

Activities Order

Header

Status

Order Line

Status

Delivery Lines Remarks

Entry Entered Entered ----- Information is entered but Sales

order line are not available for

shipping processes

Booked Booked Awaiting

Shipping

Ready to

Release

a) All the relevant information is

entered

b) Delivery Lines are created with

ready to release status and

delivery lines are eligible for pick

release

Pick

Release

Booked Picked

Picked

Partially

Staged/Pick

Confirmed

Released to

Warehouse

Back Ordered

Deliveries are

in open status

Pick Release completed normally

and full quantity picked. Inventory

moves from sub inventory to

staging area

If the pick release not completed

normally

Quantity is not picked fully for

delivery lines.

Ship

Confirm

Booked Shipped Shipped or

Interfaced

Back Ordered

For Shipped quantities

For non shipped and back ordered

quantities


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Deliveries are

in closed status

Invoicing Booked Interfaced to

receivables

Awaiting

fulfillment

--- If all the lines are completed

If all the lines are not fulfilled o

not interfaced to receivables

Closed Closed Closed --- Workflow processes are closed

PickingShipping81. What is Picking

Ans: The process of withdrawing items from inventory to be shipped to a customer.

82. What is pick release ruleAns: A user-defined set of criteria to define what order lines should be selected during pick release.

83. What is pick release sequence rule?84. What is pick slip

Ans: Internal shipping document used by pickers to locate items to ship for an order.

85. What is pick slip grouping rules?

Criterion for grouping together various types of pick slips. The rule dictates how the Pick Slip Report program groupsreleased lines into different pick slips.

86. What is RMAAns: Return Materials Authorization: Permission for a customer to return item,

87. What is back order and back ordered lines>Ans: Back Order: An unfulfilled customer order or commitment.

Backordered lines: Unfulfilled order line details which have failed to be released at least once by Pick

Release or have been backordered by Ship Confirm.

88. What is deliveryA set of order lines to be shipped to a customers ship-to location on a given date in a given vehicle. Multiple deliveries

can be grouped into a single departure. A single delivery may include items from different sales orders and may includeback orders as well as regular orders.

89. What is delivery lineAns: Delivery line means a shippable and booked line

90. What is drop shipmentAns: A method of fulfilling sales orders by selling products without handling, stocking, or delivering them. The selling

company buys a product from a supplier and has the supplier ship the product directly to customers.

91. What is fulfillment setAns: Items in a fulfillment set will be available for scheduling and shipping only when all the items are available and

ready to be scheduled/shipped.

92. What is Outbound and Inbound LinesIn the Oracle Order Management, lines on a header are either outbound (sales order lines in which material on the

header is leaving the warehouse to go to a customer) or inbound (return lines in which material on the header is arriving

at the warehouse to be credited back to the customer). In Order Management, headers can be Return (all inbound),

Order (all outbound), or Mixed (both inbound and outbound lines).

93. What is schedulingOrder scheduling includes assigning demand or reservations, warehouses, shipment dates, and lots or sub inventories to

an order line.

94. What is ship confirm


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A process in Shipping Execution which allows you to identify shipped quantities, assign inventory control information

for released lines, assign freight charges, and specify whether or not to back order unfulfilled quantities of released line

items.

95. What are the general activities involved in Ship confirm?Ans: Preparing the orders for shipment

udes the packing the items

des the weighing the shipment

r the Quality Inspector finishes with her/his inspection: Confirm the delivery in Oracle

Includes additions of any special charges

After shipment documents print, after labels to containers or pallets

Containers

ase shipments to Carrier

mit request for Bill of Lading copy

ward copy of Bill of Lading to accounts payable for reconciliation of carrier invoices

Shipping documents

96. Various Shipping termsShip Set A group of order lines, linked by a common number, for which you want the full quantity to ship all together.

Shippable lines: The lines that have pick released and are now eligible for Ship Confirm.

Ship Method: It is the combines of carrier, mode, and level of service.

Shipping documents: Shipping related reports, such as the Bill of Lading, Commercial Invoice, Mailing

Label, Pack Slip, Vehicle Load Sheet Summary, and Waybill.

Shipping instructions: Notes that print on the pick slip. These instructions are intended for internal use.

Sold to contact: This is the person that the Customer service representative will contact at the Customer Site in the even

of Ordering queries.

Sub inventory: Subdivision of an organization, representing either a physical area or a logical grouping of items, such as

a storeroom or receiving dock.

Locator: Physical area within a sub inventory where you store material, such as a row, aisle, bin, or shelf.

Serial number control : A manufacturing technique for enforcing use of serial numbers during a material

transaction.

Waybill A document containing a list of goods and shipping instructions relative to a shipment.

97. What is Revenue Recognition ?

Ans: The schedule for which revenue for a particular transaction is recorded in your general ledger.

98. What is Sales groupAns: Sales Group represents a managerial unit for sales resources and can be defined as a team of sales people. Sales

groups make up enterprise sales organizations.

99. What is sales tax structureAns: The collection of taxing bodies that you will use to determine your tax authority. State.County.City is an example

of a Sales Tax Structure.

00. What is Standard ItemAns: Any item that can have a bill or be a component on a bill except planning items, option classes, or models. Standard

items include purchased items, subassemblies, and finished products.


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01. What is bill of ladingA carriers contract and receipt of goods transported from one location to another.

02. What is invoicing rulesAns: Rules that Oracle Receivables uses to determine when you bill your invoices. You can bill In Advance or In

Arrears.

Pricing

103. What is list price : Ans: In Oracle Pricing, the base selling price per unit of the item, item category or service

offered. You define the list price on a price list. All price adjustments are applied against the list price.

Modifier: Defines the terms of how Oracle Pricing will make adjustments. For example, a modifier can take the form of:

discounts, or surcharges. In Oracle Pricing, when you setup modifiers, you define the adjustments your customers may

receive. You control the application of modifiers by the pricing engine by also setting up rules that specify qualifiers and

attributes governing their use.

Modifier list A grouping of modifiers in Oracle Pricing.

Price list A list containing the base selling price per unit for a group of items, item categories or service offered. All

prices in a price list are for the same currency.