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Oracle Applications Release12.1.1

Order Management

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Table of Contents

1. CUSTOMER PROFILE CLASSES .................................................................................................................... 3

2. CUSTOMERS .................................................................................................................................................... 6

3. CUSTOMER ENTRY ......................................................................................................................................... 7

4. ENTER SALES ORDER .................................................................................................................................. 10

5. BOOKING THE ORDER .................................................................................................................................. 28

6. CLOSE THE ORDER ...................................................................................................................................... 33

7. MASS CHANGES ............................................................................................................................................ 36

8. COPY SALE ORDER ...................................................................................................................................... 39

9. SPLIT SALE ORDER ...................................................................................................................................... 53

10. SCHEDULING ORDERS AFTER ORDER ENTRY ........................................................................................ 72

11. DROPSHIPMENT ............................................................................................................................................ 73

12. RETURN MATERIAL AUTHORIZATION ....................................................................................................... 99

FREQUENTLY ASKED QUESTIONS ................................................................................................................... 185


1. Customer Profile Classes

Use Customer Profiles to group customer accounts with similar credit worthiness, business volume, and payment cycles. For each profile class you can define information such as credit limits, payment terms, statement cycles, invoicing, and discount information. You can also define amount limits for your finance charges, dunning, and statements for each currency in which you do business.

For example, you might define three categories: one for prompt paying customers; one for late paying customers with high finance charge rates; and a third for customers who mostly pay on time, with discount incentives for early payment. You can also use the profile class 'DEFAULT,' which Oracle Receivables provides.

You can assign a profile class to customers and addresses through the Customers-Standard window. The customer profile class you assign provides the default values, which you can optionally customize to meet specific requirements for each customer or address.

If a profile is assigned to a customer and an address of the same customer, the options set at the address level take precedence over those set at the customer level. For statement site and dunning site profile amounts, however, Receivables uses the options at the address level only if you set the AR: Use Statement Site & Dunning Site Profiles profile option to Yes.

Prerequisites

Define statement cycles

Define customer profile lookups

Define credit analysis

Define dunning letters

Define collectors

Define grouping rules

Define payment terms

Define AutoCash rule sets

Define System Options

Navigate to profile class window ( nav: customer: profile classes)


Credit Profile


Customer Profile Classes Profile Class Amounts


2. Customers

Customer and Customer sites define customer name and address information to bill customers goods and services rendered. Minimally, customer records have three components: a customer record, a customer site record, and a customer site business purpose record.

The one-customer-to-many-customer-sites architecture allows one customer record to have one or more site records. Understanding and utilizing the one-customer-to-many-customer-sites concept is critical for Oracle Receivables to run as efficiently and effectively as possible Strict in-house naming standards, customer verification procedures, and data entry procedures will improve the Oracle Receivables system and in-house business processes.

Customer and customer site records may be converted or imported. A review of the active customer and address records in the legacy system should occur. The number of records should determine if the customer conversion process is manual or automated. Both conversion strategies require users to clean the data. The current customer data must be extracted and the users must review the data. The one-customer-to-many-customer-sites architecture must be established and duplicates must be eliminated. In addition, consistent in-house naming standards must be applied. Then the customer data may be entered manually or via a conversion program. Fortunately, there is a delivered customer interface. However, the customer conversion program must still be written in-house or delivered by a consulting organization. In addition, the user community must have strict procedures as to what system owns the customer and customer site data.

Customer Site Architecture

The third record is the customer site use record. This data indicates the business purpose of the customer address data such as the bill-to address or the ship-to address data. The appropriate site will appear in the List of Values during data entry. For example, in the bill-to customer site field, only the sites with a business purpose of Bill To will display.

(i) Some of the Oracle Receivables table names start with the prefix RA because prior releases of Oracle Receivables included the Oracle Revenue Accounting (RA) application which is now included within the Oracle Receivables application.

GCSS Associates

Customers

Hyderabad

Green Chain

BK Guda-32

Customer site

Vijaywada

Siddhartha,

Bandar Road

Customer site

Bill To

Customer Site Purpos

Ship To

Customer site purpose


3. Customer Entry

The Oracle Receivables displays the customer entry find window when opening the window. From the Receivables menu Customers Standard.

The system displays search window. Enter the customer name and say go. To verify the customer record doesnt already exist to avoid accidental duplicate customer records.

Press Go to execute the query. If the customer exists, the matching records will be displayed. If the customer name doesnt exist, the system displays no result found. Press Create to create a customer record.

Find/Enter Customer

Customer window will appear. Enter the name of the organization, Profile class, account type and customer status. Give relevant address and bill to, ship to address. Say save and apply. Then it will display status active and again say apply. Address will appear in the address field.


Customer Address

Oracle Receivables lets you add, change, or deactivate business purpose information for a specific address. Since customer accounts can have multiple addresses, business purposes let you describe which functions are performed at a particular customer account site. For example, assign a ship-to business purpose to the address where you ship your goods and a Dunning business purpose to the address where you will send Dunning Letters.

When you assign a business purpose to an address, its default status is Active. You can make the business purpose inactive by unchecking the Active check box in the Business Purposes tabbed region.

Addresses can have multiple business purposes, such as shipping, billing, or sending statements, dunning letters, marketing collateral, and legal documents. You can also define your own business purposes in the Receivables Lookups window.

Note: An address assigned to a ship-to business purpose is also referred to as a 'Ship-To site', an address assigned to a Dunning business purpose is referred to as a 'Dunning site', and so on.

Business Purposes and Multiple Organization Support

If you are using the Multiple Organization support feature, you can assign a salesperson to a customer account site. If you are not using multiple organizations, you can assign a salesperson to a customer account and to each of their site uses. You can also create a centralized statement and dunning site for each customer account in a multiple organization environment.

Business purposes in a multiple organization environment are organization specific. For example, only the transactions associated with a bill-to site for a specific organization appear on a statement or dunning letter. If the same bill-to site is used by more than one organization, then you must set up the address and associated business purpose of this bill-to site in each organization. Then, for each organization, you must run separate statements and dunning letters for this same bill-to site.

Consolidated statements and dunning letters for a single customer are also organization specific. When you run a consolidated statement or dunning letter, Receivables consolidates all organization-specific transactions for the customer into a single document and sends the document to the bill-to address with the relevant business purpose (Statement or Dunning).

For example, Sites A and B belong to organization MiniCo, and sites B and C belong to organization BigCo. Receivables will record transactions for site B in both organizations. However, when you run consolidated documents, only the transactions created by MiniCo appear on MiniCo documents and only the transactions created by BigCo appear on BigCo documents. Because MiniCo and BigCo are separate organizations, the activity for site B is not duplicated on both organizations' documents.

Common Types of Business Purposes

Bill To: Send invoices to this address. The bill-to address can be different from this customer account's ship-to address.

Drawee: Designate this address as a customer account drawee. A customer drawee is a customer account site responsible for paying bills receivable.


Ship To: Send your goods or services to this address. The ship-to address can be different from this customer account's bill-to address.

Business purpose usage


4. Enter Sales Order

The Sales Orders Workbench consists of the following windows: Find Orders, Order Organizer, Sales Orders, Order Mass Change, and Line Mass Change windows. These windows allow you to enter, update and find your existing Orders and Returns. They also provide access to a variety of operations you can perform Orders and Returns.

Navigate to Orders, Returns>Sales Orders or select the New Order button at the bottom of the Order Organizer (Orders, Returns>Order Organizer)

Find Orders window:

Tabbed Regions

Order Information matches criteria against header level values when finding orders. Line Information matches criteria against line level values when finding orders. Advanced-allows you to specify advanced controls such as whether to find closed orders/lines and cancelled orders/lines.

Holds Information-allows you to specify holds related criteria and find orders or find Hold Sources you may wish to release.

Order Organizer window: The Order Organizer window consists of the Navigator Tree View and the search results.


Navigator Tree View

Todays Orders Displays all orders entered today by the current user

Search Results Displays all orders or lines matching the criteria

Personal Folders Displays user-defined queries for all orders or returns previously saved.

Public Folders Displays saved queries visible to all users.

Depending on whether you are on the summary or lines tab, opens a dialog box to perform a specific action. Dialog box options may include:

Additional Order Information

Additional Line Information

Apply Automatic Attachments

Apply Holds

Book Order

Cancel

Charges

Copy

Horizontal Demand

Installation Details

Notification


Price Order

Progress Order

Promotion/Pricing Attributes

Release Holds

Release Workbench

Sales Credits

Split Line

View Adjustments

View Tax Details

New Order opens the Sales Orders window to enter a new order.

Sales Orders Window: The Sales Orders window allows you to enter orders and returns.

The Actions button contains the same listing as the Action button in the Order Organizer Window.

Enter Sales Order Order Information

In Order Management Responsibility: Navigate to Orders, Returns>Sales Orders or select the New Order button at the bottom of the Order Organizer (Orders, Returns>Order Organizer)

Use the Sales Orders form to enter customer Sales Orders.


Order Information Tab: The Order Information Tab consists of the following tabs:

Main

Other


The Main Tab region of the Sales Orders Order Information, enter the following:

Customer: Enter Customer Name (Customer Number will default in). Customers must first be setup in the Customer Master. If a Customer has not yet been setup, then navigate to the Customer Master either by selecting Quick Customer Entry from the Tools menu or go to full customer entry in Customers > Standard from the Navigator.

Customer Number: Alternatively, enter Customer Number and the Customer Name will default in.

Order Type: Select the appropriate Order Type. Order Type determines the order workflow, accounting rules, and other characteristics of the order.

Customer PO: Enter the Customer Purchase Order Number. A customer purchase order number must be entered if the order type you specified requires a purchase order number. Oracle will give you a warning if the Customer Purchase Order Number has been previously used, but it will not prevent you from using a duplicate Customer Purchase Order Number.

Order Date: The Current Date will default in as the Order Date. You may change this date.

Contact: Enter a Customer contact (optional). Contacts must also first be setup in the Customer Master and then selected from the List of Values. If a Contact has not yet been setup, then navigate to the Customer Master as described above, create the Contact, and then return to the Sales Orders Order Information form to select the Contact in this field.

Order Number: Oracle will assign the Sales Order Number as soon as the Sales Orders Order Information is saved.

Ship-To Select the Ship-To customer information. Defaulting rules may allow you to default ship-to address information when choosing the order type.


Salesperson: Select a Salesperson from a List of Values. The Salesperson entered in the Sales Orders Order Information form will receive 100 percent of the sales credit for the order. Sales credits may be apportioned to multiple sales persons in the Sales Credit window.

Select Currency Select a currency for the order. The currency selected must match the currency on your price list selected for this order.

Bill-To Select the Bill-To customer information. Defaulting rules may allow you to default bill-to address information when choosing the order type.

Entry Status: The initial entry status for a sales order is Entered. After Booking the order, the status will change to Booked.

The Others Tab region of the Sales Orders Order Information, enter the following:

Payment Terms: Payment Terms are user-definable and must be set-up in advance (Setup >Orders > Payment Terms). Again, you may override the default value in this field.

Sales Channel: Enter a Sales Channel. Sales Channels must be setup in advance in the Order Management Quick Codes and then may be selected from the List of Values.

Warehouse: Select a Warehouse (inventory organization) from which order line(s) will be shipped.

Shipping Method: Select the Shipping Method to use for shipments to your customer.

Line Set: Choose whether to ship lines as a group or to arrive as a group. All lines in the order that have the same ship set number will be shipped or arrive together. The lines must have the same warehouse, scheduled shipment date, ship-to location, shipment priority, and shipment method.


Freight Terms: Select the Freight Terms. Freight Terms are setup in advance using Order Management QuickCodes.

FOB: Select the FOB point.

Shipment Priority: Select a Shipment Priority. Shipment Priority may be used at Pick Release to prioritize picking. Additional shipment priorities can be defined in the Order Management Lookups window.

Shipping Instructions: Enter special instructions to the Shipping Organization (Optional). These instructions will appear on the Pick Slip only.

Packing Instructions: Enter special packing instructions. These instructions will appear on the Pack Slip.

Tax Handling: Select a Tax Handling Status. The default is Standard Tax Handling. For a tax-exempt customer, create the tax exemption in the Setup > Tax > Exemptions form.

Tax Exempt Number: If you select Exempt in the Tax Handling field, then you will need to select a Tax Exemption Certificate from the List of Values.

Exempt Reason: As with the Tax Exempt Number, if you select Exempt in the Tax Handling field, then you will need to select a Tax Exemption Reason from the List of Values. These must first be setup in the Setup > Tax > Exemptions form.

Payment Type:

Agreement: If the flag Agreement Required is checked on this Order Type, then an Agreement is required. More typically, an Agreement is optional. A Customer Agreement may be used to attach specific Price Lists, Discounts, Payment Terms, Invoicing Rules, and Accounting Rules for sales orders for particular customers or groups of customers. See the Creating and Using Customer Agreements Training document for more information.

Currency: The base currency for this sales order.

Price List: The Price List used for this particular sales order. You may override the default in this field.

Invoicing Rule: Invoicing Rules must be set at the order Header level and will be applied to all Lines except for Service Lines. The two Invoicing Rules delivered with R2i are Advance Invoice (in which invoicing will take place at the beginning of an invoicing schedule) and Arrears Invoice (in which invoicing will take place at the end an on invoicing schedule).

Payment Terms: Payment Terms are user-definable and must be set-up in advance (Setup >Orders > Payment Terms). Again, you may override the default value in this field.

Payment Type: Three Payment Types have been defined: Cash, Check, and Credit Card. If you enter Cash as the Payment Method, only the Amount field will be enabled in this region.

If you enter Check as the Payment Method, then the Amount and Check Number fields will be enabled.

If you enter Credit Card as the Payment Method, then the following fields will be enabled: Amount, Credit Card Type, Credit Card Number, Card Holder, Expiration Date, and Approval Code. All fields allow free-form data entry except Credit Card which must be set-up with a List of Values in advance. R2i is delivered with the following Credit Cards defined: American Express, Discover, Mastercard, and Visa.

Order Source: If this order is being imported form another source (i.e. is not being manually entered) that source will be identified in this field. This includes if the order is being copied from a previous order.

Line Items Tab

The Sales Orders Line Items Tab consists of the following tabs:

Main

Pricing


Shipping

Addresses

Returns

Services

Other

In the Main Tab area of the Sales Order Line Item Information, enter the following:

Line Number: This will automatically default as 1.1 when the line information is first entered. If there are existing lines the line number will automatically increment by one.

Ordered Item: Enter the Ordered Item for this order line. Items must be setup in the Item Master and also on a Customer Price List before they may be selected in the Sales Order Line Item field.

Quantity: Enter the Quantity for this particular line item.

UOM: The Unit of Measure will default in form the Item definition.

Unit Selling Price: The Selling Price is the discounted price of the item.

Schedule Ship Date: Select the Schedule Ship Date from the calendar or use Scheduling functionality. See OM Schedule Order Training Documentation.

Line Type: Select or accept the default for Line Type.

Salesrep: Select or accept the default for Salesrep.

Tax Code: Select or accept the default for Tax Code.


Pricing Tab:

In the Pricing Tab area of the Sales Order Line Item Information, enter the following:

Price List: Select a Price List for the order. The value for Price List will default from Sales Orders Order Information tab previously selected.

Unit Selling Price: Modify the Selling Price (Optional). The Extended Price will automatically default when the Unit Selling Price is updated.

Shipping Tab:


In the Shipping Tab area of the Sales Order Line Item Information, enter the following:

Warehouse: This is the default Shipping Warehouse for all sales orders line item information.

Receiving Org: Enter the Receiving Inventory Organization. Only applicable for Drop Ship Orders and Return Material Authorizations (RMAs).

Request Date: The Current Date defaults in as the Request Date. Change it to the date the Customer would like the Product Shipped.

Promise Date: The Current Date defaults in as the Promise Date. Change it to the date the Customer has been promised for shipment date.

Source Type: Enter the Source Type for the item being shipped. If the item is to drop shipped the Source Type will be external. Otherwise the Source Type will default as internal.

Shipping Instructions: Enter special instructions to the Shipping Organization (optional). These instructions will appear on the Pick Slip only.

Packing Instructions: Optionally enter special packing instructions. These instructions will appear on the Pack Slip.

Addresses Tab:


In the Addresses Tab area of the Sales Order Line Item Information, enter the following:

Ship-to Location: The customers primary Ship-to Location will default in from the Customer Master.

Bill-to Location: The customers primary Bill-to Location will default in from the Customer Master.

Ship-to/Bill-to Contact: (Optional) These default in from the Customer data. If the required contact has not yet been set-up, then they will first need to be created in the Customer Master, and then may be selected from the List of Values on this form.

If the customer has not selected a Bill-to and/or a Ship-to address as primary, then you will need to manually select addresses in this form.

If the required address has not yet been set-up, then navigate to the Customer Master either by selecting Quick Customer Entry from the Tools menu or go to full customer entry in Customers > Standard from the navigator.

The Ship-to/Bill-to Locations set at the Sales Orders Order Information will default to Line Item Information. You have the option to override the Ship-to Location for individual lines on the order.

Returns Tab:


In the Returns Tab area of the Sales Order Line Item Information, enter the following:

Return Reason: Enter the Return Reason explaining why the customer is returning the Line Item.

Line Type: Select the Line Type.

If the appropriate modules are installed reference can be made to invoice information, sales order or purchase order information. Referencing this information will improve order management accuracy.

Services Tab:


In the Service Tab area of the Sales Order Line Item Information, enter the following:

Order Management will allow a user to order service from its Sales Order workbench. The user can order service for product items or order service for already installed product items. Order Management will allow the user to order service lines along with the product lines; import service lines and service orders; perform appropriate operations that apply to any other order, including billing; and enter service for all serviceable options in a configuration once.

Ordered Item: Enter a service item. All the service related fields will be enabled in the Service Tab.

Quantity: Enter the requested quantity.

Service Reference Type: Enter a Service Reference Type. There are two service reference types: Sales Order and Customer Products.

Service Order Type: Enter a Service Order Type.

Service Reference Order & Line Numbers: Enter the Service Reference Order and Line Numbers.

Service Reference Shipment & Option Numbers: Enter the Service Reference Shipment and Option Numbers.

Service Reference Customer Product & System Name: Enter the Service Reference Customer Product and System Name.

Service Coterminate Flag: Uncheck/Check the Service Coterminate Flag to disable or enable this option. The service Coterminate field is used to set the same end date for all service programs sold to a particular customer.

Service Start and End Dates: Enter the Service Start and Service End Dates.


Service Duration and Period: Enter the Service Duration and Service Period. Service Duration field determines the duration of the service program. This field is not required if a Service End Date was entered. Service Period field determines the period of the service program such as month or year.

Transaction Reason &Transaction Comments: Enter the Transaction Reason and any additional Transaction Comments for the order.

Others Tab:

In the Others Tab area of the Sales Order Line Item Information, enter the following:

Project Number: Select a Project Number. If the warehouses project control level is set to Project in Oracle Inventory enter a Project Number prior to booking.

Task Number: Select a Task Number. If the warehouses project control level is set to Task in Oracle Inventory you must enter a Task number if you selected a Project.

End Item Unit #: Select an End Item Unit Number. Model/End Item Unit Numbers are used to identify part configurations. See Project Manufacturing for more details on this area.

The Right Mouse button


The right mouse button is enabled in the Sales Orders Line Item Information window. This will allow actions, operations, or additional information to be placed or take place on the line item.

When in the Sales Orders Line Item Information window, click the right mouse key, the following will be displayed:

This box will appear when you right click the mouse. Each menu choice with an arrow on the right has an additional submenu which will allow you perform an operation or add additional information. NOTE: Many of the functions are also available in the Windows menu.

Cut, Copy & Paste: Select data to cut, copy or paste data into another field.

Folder: Submenu includes: Show Field; Hide Field; Move Right; Move

Left; Move Up; Move Down; Widen Field; Shrink Field; and Change Prompt.

Sets: New > Ship Set; Arrival Set; Fulfillment Set

Add to Set > Ship Set; Arrival Set; Fulfillment Set

Remove from Set > Ship Set; Arrival Set; Fulfillment Set

Move Set > Ship Set; Arrival Set

Scheduling: Schedule; Reserve; Unreserve; and Unschedule.

Addl Order Information: Active when at the Sales Orders Order Information window displays Holds, Deliveries, Receivables, and Quantity History.


Additional Line Information: Active when at the Sales Orders Line Information window displays Holds, Return Activity, Deliveries, Receivables, Internal Requisition, Drop Ship and Quantity History.

Modifying Order Pricing. Use this process to modify order pricing.

Note: Before changing the selling price, Pricing verifies

The profile option: OM: Discounting Privilege. Enforce List Price on the transaction order type.

Navigate to: Orders, Returns>Order Organizer

Select the Open Order button. Select the Line items tab. Select the Actions button and choose View Adjustments


In the Adjustments tabbed region:

To modify an order discount

Select the list of values to view the unapplied manual adjustments for the line.

Select an adjustment and choose Apply.

Requery the order to see the new selling price.

To remove an already applied adjustment, delete the adjustment and choose Apply.

If an adjustment has Override Allowed set, enter either the new adjustment rate, the amount reduced, or a new price and choose Apply.

Note: Manual discounts are not subject to incompatibility checking.

To modify the selling price

Enter a new value in Selling Price field. The Pricing Engine verifies that:

The user has authority to manually override selling price.

The order allows manual override of selling price (Enforce Price List checked).

The order has a overridable manual discount (if there is more than one, you must select one from a list of values).

-OR-


Access the list of values to view the unapplied manual adjustments for the line.

Select an adjustment and save your work. Pricing applies the adjustment to the line.

Save your work. Reviewing the Order Amount

Prior to Booking the order, you may wish to return to the Order Information tab to review the Sub-Total, Tax, and Total Amount of this order.

Repricing a Line

If you modify a price list or discount after applying either to an item or the order, use Price Line in the Line items tabbed region to update the order lines.

From the Line items tabbed region, choose the Actions button.

Select Price Line. The system recalculates and displays the items new selling and extended prices based on current list price and automatic discount information.

Note: If you have applied a manual Order-or line level discount to an order and subsequently redefine the discount, you must remove it from the order, the re-apply it.


5. Booking the Order

The final step in the Sales Order Entry process is to Book the order. This signifies that the Order Entry process is complete and that the order is eligible for the next stage in the line flow for this order, as defined by its Transaction Type. Select the Book Order button. The Entry Status of the Order will change to Booked.

Review the Cancel Orders Training document and the Change Order Process document for more information as to how to manage corrections to Sales Orders after they have been Booked.

Processing Messages

After Selecting the Book Order button, Order Management performs various validations on the order. If processing errors occur, the following window will appear:


You can choose to Save the message to be reviewed at a later time or Notify the appropriate system user to whom to route the message.

Order Management provides the ability to view context information for all messages generated by Order Management to indicate which message corresponds to which record or transaction. This feature provides further detail of the messages received during order entry. The process message feature:

Displays context information for any message generated.

Stores messages in the database to view at any time.

Provides the ability to query messages based on user-defined criteria.

Provides the ability to save messages.

Navigate to: Orders, Returns > Process Messages


Message Source: Select the Message Source. The message source determines which database the message resides. Select from: All, Concurrent programs, On-Line, and Workflow.

Request ID: Enter the Request ID range for the message to be queried.

Order: Enter the Order Number range of the message to be queried.

Request Date: Enter the Request Date range of the message to be queried.

Program Name: Select the Program Name of the message to be queried.

Workflow Activity: Select the Workflow Activity for the message that has a workflow activity specified. The workflow activity refers to the actual stage of the order.

Order Type: Select the Transaction Order type to be queried.

Attribute: Select the Attribute. The default value is Null.

Requester: Select the Requester.

Choose the Find button. The Process Messages window displays:


Choose the Delete All button to delete all queried messages or Notify appropriate user of error.

Viewing Workflow Statuses and Processes

The Sales Orders window displays the order header status in the Main tab of the Order Information tabbed region. The order line status is displayed in the Main tab of the Line Items tabbed region.

The Workflow Status option on the Sales Order window Tools menu launches the workflow status page. The window shows in tabular format all the activities an order header or line has completed and the corresponding results. See the OM Order and Line Workflow Overview document for further details on Order Management Workflows.


6. Close the Order

Closing orders that are complete enhances performance, since many programs, windows and report queries retrieve open orders only. Orders marked as closed are not selected, increasing system speed and efficiency. Closed orders are excluded from many of the standard reports available in Order Management, so you can limit your reporting to the active orders.

Close lines and close orders are implemented using workflow. Order Management provides seeded close line and close order workflow sub-processes to close the order header and line, respectively. These processes, when included in the order header or line workflow, close the status of the eligible order or lines. Once an order is closed, no lines can be added. The order header close order process checks at the end of every month to see all the lines associated with are closed. It closes the order header if it finds that all the lines are closed.

An order line is eligible to close when it completes all of the line-level activities within the workflow process. Order lines can close independent of each other. Once an order line is closed, no changes can be made to any fields except the descriptive flexfield, for which you can define processing constraints.

Note: Be sure to include the standard sub-processes of close line and close order at the end of all your line and order flows to ensure that your orders and returns close once all prerequisites have been met.

Change Sales Order

Order Management handles the order processing, scheduling, booking, and shipping by means of workflow activities. A header workflow process starts at the time an order is entered and committed. A line workflow begins at the time the line is entered into the system. When entering an order change that does not meet the processing constraints, Order Management provides the ability to send a notification to the authorized responsibility.

Security constraints control who can change or cancel orders or lines at what stage of the lines process can be set up at the responsibility level. When changes to an order are attempted, Order Management validates the changes against the defined processing constraints. If the order change is invalid, Order Management will not apply the order changes.

Set up processing constraints for Insert, Update and Delete for each order or line based on a specific user responsibility.

Note: The processing of a workflow that has started will not be held at any time when a notification is sent. If an order change failed a constraint evaluation, changes will not be committed and the workflow continues processing. However, if you want to prevent further processing of the workflow until the change is made, apply a pending change hold on the order after sending out the notification. The authorized user responsibility needs to release the hold in order to allow the order flow to continue.

Configurations

Based on the Processing Constraints, Order Management allows you to prevent order changes to configuration items.


Navigate to: Orders, Returns>Order Organizer. Query the order you would like to apply the cancellation.

Choose the Open Order button. Enter the changes to the order or return. Save the work. If the order changes are invalid an user error message will appear. If you receive an error message and wish to notify someone else, choose the Actions button and select Notification. The Notification window displays.


Select or accept the appropriate user responsibility to approve the order change. Enter any additional comments in the Message Test field. Choose the Send button

A Order Management Workflow, OM Change Order, is initiated once the send button is selected.

Notifications can be sent at any time even without an error message displaying. Use the free form text to send a notification in the Notification window in the Sales Orders window or organizer. In addition, Order Management can send an approval notification for failed processing constraints from the Sales Orders and Messages windows. The Notification window displays all of the user responsibilities for you to select.

If there are multiple errors, the Multiple Error Message window displays. Choose the Notify button to send a notification to the appropriate user responsibility.


7. Mass Changes

Multi-select several order or returns, order lines or return lines and apply changes in one single transaction. Multi-select the orders to apply the mass change and choose the Mass Change option from the Tools menu. In the Order and Line Mass Change windows you can multi-select orders and change order attributes at the order or line level. Apply a mass change at the order header level

Navigate to: Orders, Returns>Order Organizer. Query the order lines/return lines you would like to apply the mass changes. Multi-select the orders or returns you would like to apply the mass change in the Order Organizer Summary Information view. Select Mass Change from the Tools menu.

The Order Mass Change window displays.


Enter new values for order header attributes in the Main, Pricing, Shipping, and Addresses tabbed regions. Choose OK.

Apply a mass change at the order line level. Choose the Lines Item tab in the Sales Order Window. Multi-select the lines you want to change. Select Mass Change from the Tools menu.


The Line Mass window displays.

Enter new values for line level attributes in the Main, Pricing, Shipping, Addresses, Returns, Services, and Others tabbed region. Choose the OK button.


8. Copy Sale Order

You can facilitate the creation of a new order or a new return by copying information from an existing order or return. You can specify how much information to copy from one order or return to another. Copy an order or return at any stage in the order life flow including entering, booking, shipping, closed, and cancelled. The Multi-select feature allow you to multi-select multiple order or return records.

Use the Copy window to specify how much information you want to copy from one order or return to another. You can copy an order at any stage in the order flow including, but not limited to entered, booked, shipped, closed, and cancelled. The copied orders or order lines start at the beginning of their assigned workflow. Order lines cannot be added to closed orders.

In the process of performing the copy, Oracle ensures the same validation for orders and lines as the Sales Order workbench.

The copy feature supports creation of orders and order lines even when some the attributes are invalid. This feature is to facilitate copying of outdated orders and order lines. The application will attempt to default invalid attributes. Note: If the application cannot default a valid attribute then it is set to Null. If this occurs for a required attribute, and an attribute cannot be defaulted in, then the order or order line is not created. If any validation occurs, messages in the Error Messages window are displayed.

Change the following attributes of the copied to order:

Order type

Line type for order lines

Pricing date for order lines

The Copy function is used to:

Copy an Order to a new Order.

Quotes

Evaluation Orders

Repetitive Orders

Replacement Orders

Copy Order to Return

Copy Return to Order

Advance Replacement

Replacement Orders


Navigate to Orders, Returns>Order Organizer. Query the order or return to be copied. Choose the Actions Button in the Order Organizer Window. Select the Copy function from the menu

In the Quick Copy form: Specify an Order Type to change it. Enter a new order number if you need to specify the order number for a copied order that requires manual numbering. To exclude child entities (lines, sales credits, notes, descriptive flex, and hold) or to re-price, navigate to the Copy Header, Copy Line and Pricing Options tabs and deselect options as desired.

The OM: Credit Card Privileges profile option determines whether you are able to copy customer credit card information.


Determine whether to include/exclude fully cancelled lines when using the copy feature. If fully cancelled lines are included, the lines are copied over with the original ordered quantity.

A common use of the Copy function is in the case where a customer wants to return all or part of a previous sales order. You may use the Copy function to create the return based directly on information contained in the original sales order.

Select Order or order lines, return order type, and return line type to create Returns. Enter the Return Reason code.

When creating returns for configurations, copy the model line. Select the specific order lines and copy them as return lines to return individual components of PTO configurations.

Note: In the R2i set-up, RMA order numbers begin with the number 9.

Note: Please refer to the and the OM RMA process documents for detailed information on RMAs, and how to associate a specific invoice for credits.


The Pricing tab allows you to specify whether the new order or order line is copied at the original pricing or is repriced. To reprice, specify the pricing date. If you choose to reprice the order or order line, manual discounts and charges are removed and automatic discounts and charges are recalculated. If you choose to retain original pricing all discounts and charges are retained and the Calculate Price Flag is set to No for order lines and Partial for return lines.

Choose OK. This will perform the copy and close the window. The header information for the new order will come from the first line in the select list. Specify a different source for the Header information on the Copy Header tabbed region.


If any validation errors occur, message(s) in the Messages window are displayed and indicates that an order was successfully created.

Choose Continue. The newly copied order or orders are available through Todays Orders in the Order Organizer tree in the Sales Order Pad.

Use this number in the Sales Orders form to review, update, and book the new order.

Adding all lines from an order or orders to an existing order:


Query the order or return to be copied. Choose the Actions Button in the Order Organizer Window. Select the Copy function from the menu. Select Add Lines To and specify the existing order to append.


Choose OK.

The newly copied order or orders are available through Todays Orders in the Order Organizer tree in the Sales Order Pad. Use this number in the Sales Orders form to review, update, and book the new order.

Reviewing, Updating, and Booking a Copied Order/Return


Query the newly created sales order.

For a copied order, the order number of the original order will be visible in the Others tab on the Order Header tab. The Order Source for this order is Copy and that the Order Source Reference is the original order from which it was copied.


For a copied line, the order number, order source and order source line reference is visible in the Main tab of the Lines tab.

After reviewing the new order, you may choose to make changes to it. For service lines, you can copy a product line and its service. However, you cannot copy a service line by itself. When your changes are complete, Save and Book the order.


You can facilitate the creation of a new order or a new return by copying information from an existing order or return. You can specify how much information to copy from one order or return to another. Copy an order or return at any stage in the order life flow including entering, booking, shipping, closed, and cancelled. The Multi-select feature allow you to multi-select multiple order or return records.

Use the Copy window to specify how much information you want to copy from one order or return to another. You can copy an order at any stage in the order flow including, but not limited to entered, booked, shipped, closed, and cancelled. The copied orders or order lines start at the beginning of their assigned workflow. Order lines cannot be added to closed orders.

In the process of performing the copy, Oracle ensures the same validation for orders and lines as the Sales Order workbench.

The copy feature supports creation of orders and order lines even when some the attributes are invalid. This feature is to facilitate copying of outdated orders and order lines. The application will attempt to default invalid attributes. Note: If the application cannot default a valid attribute then it is set to Null. If this occurs for a required attribute, and an attribute cannot be defaulted in, then the order or order line is not created. If any validation occurs, messages in the Error Messages window are displayed.

Change the following attributes of the copied to order:

Order type

Line type for order lines

Pricing date for order lines

The Copy function is used to:

Copy an Order to a new Order.

Quotes

Evaluation Orders

Repetitive Orders

Replacement Orders

Copy Order to Return

Copy Return to Order

Advance Replacement

Replacement Orders


Copying an Order or Orders to a New Order/Return.

Navigate to: Orders, Returns > Order Organizer

Query the order or return to be copied. Choose the Actions Button in the Order Organizer Window. Select the Copy function from the menu

In the Quick Copy form: Specify an Order Type to change it. Enter a new order number if you need to specify the order number for a copied order that requires manual numbering. To exclude child entities (lines, sales credits, notes, descriptive flex, and holds) or to re-price, navigate to the Copy Header, Copy Line and Pricing Options tabs and deselect options as desired.


The OM: Credit Card Privileges profile option determines whether you are able to copy customer credit card information.

Determine whether to include/exclude fully cancelled lines when using the copy feature. If fully cancelled lines are included, the lines are copied over with the original ordered quantity.


A common use of the Copy function is in the case where a customer wants to return all or part of a previous sales order. You may use the Copy function to create the return based directly on information contained in the original sales order.

Select Order or order lines, return order type, and return line type to create Returns. Enter the Return Reason code.

When creating returns for configurations, copy the model line. Select the specific order lines and copy them as return lines to return individual components of PTO configurations.

Note: In the R2i set-up, RMA order numbers begin with the number 9.

Note: Please refer to the and the OM RMA process documents for detailed information on RMAs, and how to associate a specific invoice for credits.

The Pricing tab allows you to specify whether the new order or order line is copied at the original pricing or is repriced. To reprice, specify the pricing date. If you choose to reprice the order or order line, manual discounts and charges are removed and automatic discounts and charges are recalculated. If you choose to retain original pricing all discounts and charges are retained and the Calculate Price Flag is set to No for order lines and Partial for return lines.

Choose OK. This will perform the copy and close the window. The header information for the new order will come from the first line in the select list. Specify a different source for the Header information on the Copy Header tabbed region.


If any validation errors occur, message(s) in the Messages window are displayed and indicates that an order was successfully created. Choose Continue. The newly copied order or orders are available through Todays Orders in the Order Organizer tree in the Sales Order Pad. Use this number in the Sales Orders form to review, update, and book the new order.

Adding all lines from an order or orders to an existing order:


Query the order or return to be copied.

Choose the Actions Button in the Order Organizer Window

Select the Copy function from the menu

Select Add Lines To and specify the existing order to append.


Choose OK.

The newly copied order or orders are available through Todays Orders in the Order Organizer tree in the Sales Order Pad. Use this number in the Sales Orders form to review, update, and book the new order.

Reviewing, Updating, and Booking a Copied Order/Return


Query the newly created sales order.

For a copied order, the order number of the original order will be visible in the Others tab on the Order Header tab. The Order Source for this order is Copy and that the Order Source Reference is the original order from which it was copied.


For a copied line, the order number, order source and order source line reference is visible in the Main tab of the Lines tab.

After reviewing the new order, you may choose to make changes to it. For service lines, you can copy a product line and its service. However, you cannot copy a service line by itself. When your changes are complete, Save and Book the order.


9. Split Sale Order

Order Management allow you to split order lines to meet customer needs. Until the product is shipped, the customer can request to change the shipping address or date for part of the order line. To meet such requests, split the order line into multiple shipments. These are referred to as user initiated splits.

Order Management splits order and return lines into multiple shipments when they are partially processed. Such system initiated splits occurs as follows:

When Order Lines are partially processed at:

Ship Confirmation When the shipping department finds that stock on hand is less than the ordered quantity, you can ship the available quantity and Order Management will split the line so that the customer can be billed for what was shipped.

Purchase Release Receipt When a Drop-Ship Line is partially received, Order Management splits the line so that a customer can be invoiced for what was already shipped.

When Return Lines are partially processed at:

Return Receipt When the customer returns partial quantity on a return, the system splits the return line so that customers can be issued credit for what was returned.

For both user and system initiated splits, Order Management retains all of the original line information including attachments, discounts, flow status, sales credits, reservations, taxes, and holds.

User Initiated Splits


Query the order which contains the line you want to split.

In the Lines Item tab,


Select the order line to be split. Choose the Actions button from the Sales Orders window and select Split Line. The Split Line window displays with one record with the Request Date, Ship to and Warehouse defaulted from the original line.

Enter the quantity. Create new records as per your split requirement. Choose the Split button to confirm the split. Note: Splitting is the only way in which you can create multiple shipments for a given order line. When you click OK to close the window, the new shipment lines are created and can be seen in the Sales Order form. If you split line 1.1 into 2 shipments, you will end up with lines 1.1 and 1.2.

Split only at the top-level line in a configuration, i.e. you can split only a model line and not at the option or class level. Split only a kit line and not at the included item level. When a model or kit line is split, Order Management splits each item beneath the model proportionately.

When a configuration or kit is shipped out of proportion, the system creates remnant sets. Lines in a remnant sets are treated as standalone lines by shipping and fulfillment. Remnant sets can arise only out of system initiated splits.

Service

When a serviceable item line is split, Order Management will split any service item lines beneath it. Information Retention Across Shipments when a Line is Split:

Attachments

-For User Initiated Splits Only manual attachments are duplicated when a line is split.

-For System Initiated Splits Both manual and automatic attachments are duplicated.

Discounts/Surcharges/Freight Charges

For User Initiated Splits

If the Calculate Price Flag on the original line is set to Y, automatic adjustments are re-calculated. Manual fixed amount adjustments are pro-rated. Manual percent based adjustments are duplicated.

If the Calculate Price Flag on the original line is set to N, the adjustment components are processed like a system split.

For System Initiated Splits

Automatic Fixed Amount Adjustments are pro-rated. Automatic percent-based adjustments are duplicated. Manual fixed adjustments are prorated. Manual percent based adjustments are duplicated. The Calculate Price Flag is set to N for both the original and the new split records.


Holds: Non-released holds are duplicated when a line is split. Changing attributes on the new split line will result in re-evaluation of hold source application rules.

Sales Credits: Line level sales credits are duplicated when a line is split.

Status Information: Line workflow status information is duplicated when a line is split. The new split line has a flow of its own. The new line will be in the same point in its flow as the original line it split from.

Reservations: These are split when a line is split, provided the scheduling attributes remain the same.

Tax: This is re-evaluated when a line is split.

Attributes that need to be common across shipments originating from a Line Split. Order Management creates a line set when you split a line. All the shipments that originate from the original line belong to the same line set. Line sets are created only for the standard item lines and top-level lines in configurations and kits.

Order Management ensures that the following attributes are common across all shipments in a Line Set:

Ordered Item

UOM

Over and Under Shipment Tolerances

Processing Constraints

System defined constraints are as follows:

User initiated splits not allowed on return lines. User initiated splits not allowed on a line that is purchase released, ship confirmed, invoice interfaced, fulfilled or closed. User initiated splits not allowed on any lines in a configuration once any line in the configuration is ship confirmed, invoice interfaced, fulfilled or closed.

User initiated splits not allowed on any lines in a configuration once a config item is created. Set up constraints to prevent user initiated splits at earlier points in the line flow. Define the constraints against splits using the Split operation.

Shipping

Order Management supports Ship Sets, Arrival Sets, and Fulfillment Sets.

Ship Sets are a group of order lines that the user would like to ship together. Attributes that have to be identical across all lines in a ship set are shipping warehouse, schedule date, ship-to location, shipment priority, and shipment method.

Group order lines to ship together in ship sets. Ship sets can be assigned on an individual order line or group of lines on an order. Assign a single ship set to all the lines in an order to support customers that do not allow partial shipments. Or assign a ship set to only one line in an order with multiple quantities to ensure that the order line is not released until the full quantity is available.

If a single order line is defined as a ship set, Order Management waits until the entire order quantity is available to ship before releasing that line for picking. If an order line is defined as a ship set for a configured product, the system waits until all items ordered in each configuration are available before releasing the line for picking.

Arrival Sets are a group of order lines that the user would like to arrive together. Attributes that have to be identical across all lines in a ship set are ship-to location and requested arrival date.

Fulfillment Sets are a group of lines that get fulfilled together. Items that are not shippable can be in fulfillment sets with shippable items, and then will not be fulfilled (and therefore invoiced) until the shippable items are fulfilled.


A line can belong to either a ship set or an arrival set, but can belong to multiple fulfillment sets.

Define Line Set via the Right Mouse menu


Click on the New Order button to enter the Sales Order.

Enter the Sales Order Header Information. In the Lines Item tab,


Click the Right Mouse. Choose Sets: New: Enter the new ship set, arrival set, OR fulfillment set name

In the Shipping tab, view the Set Name for each Sales Order Line


Note: Shipping can Pick even if an entire set is not available, and can break sets at Ship Confirm. Also perform the following actions to Sets: Add to set, Remove from set, Move set

Automatic Sets: In the Customer Site, Order Management tab:

Set the Customer and Site attributes to automatically place order lines into ship sets or into arrival sets.


Lines In Ship Sets

Lines In Arrival Sets

In the Sales Order form,

Enter the new Order

The system will automatically place the ordered items in a Set and assign a numeric value to the Set.

In this example, quantity of 2 of item ASSY004 must be shipped together.

Scheduling Profile Option

The OM: Auto Push Group Date controls scheduling when a new line is inserted into an existing set. If the new line cannot be scheduled on the same date as the rest of the set, this profile is used. If the profile is set to Yes the entire set will be automatically rescheduled. If the profile is set to No, an error will occur. Change the dates or quantities to make scheduling succeed. This profile option can be overridden for a parameter specific to customers or customer sites by setting the value Push Group Schedule Date in the Customer window. The default is Null which is equivalent to No.

Overview of Order Scheduling

Scheduling is a means of communicating the balance between customer demand and a companys ability to fulfill an order from current inventory and supply sources. Order scheduling is managed differently from company to company and Oracle Order Scheduling supports a variety of scheduling environments.

Scheduling Environments:

Online scheduling at Order Entry - If you schedule at order entry, you can use the Sales Orders window to place demand for, or reserve a product and promise it to customers. See Scheduling Orders Online section.

Online Scheduling by a Scheduling Group - If you have a special department that schedules orders, you can separate the functions and use the Schedule Orders Workbench if the MRP module is used. This workbench allows you to choose orders based on certain rules and criteria and will prioritize orders and scheduling.

Background Scheduling - If you schedule orders in batch, you can use the concurrent program to schedule orders in the background. See Scheduling Orders in Background section.

Simultaneous Online and Background Scheduling Online scheduling and background processing can be used simultaneously. When you use both approaches in the same system, the Concurrent Program (Schedule Order API) will pick up orders which have not yet been scheduled

Scheduling as a Workflow Activity

Scheduling is part of the order line workflow activity. If a line is not scheduled, and the workflow has started for this line, the scheduling workflow activity can schedule the line automatically.

No scheduling - If you never schedule but simply enter and release orders, you can set up Order Management to support your business. In this case, you would not include scheduling in your workflow, nor schedule orders online. This approach is normally used in companies where adequate inventory balances are maintained to fill orders. Eg. Turn Autoschedule ON, and set item attribute Check ATP to NO.

Order Management uses several tools to manage ATP (Available to Promise), which is an integral part of scheduling. In this way products and/or transaction types could be managed differently.

ATP Inquiry: Enables you to make delivery commitments to customers while taking an order, or to verify from where a line can be fulfilled.


ATP Rule: Defines the scope of demand and supply signals to be taken into consideration when ATP and scheduling is performed

Scheduling API: Communicates current or future product needs to Oracle Inventory and other manufacturing products for forecasting and planning purposes.

Schedule with Check ATP enabled:

Enables you to make delivery commitments to customers while taking an order and communicate the results to the Oracle Inventory and other manufacturing products for forecasting and planning purposes. Supply is consumed from the pool of available supply for that item. This approach will prevent you from committing to your customer if the demand exceeds the supply.

Reservation: Allocates on-hand inventory to a specific order line from a warehouse, subinventory, lot, or revision. A reservation time fence defines the time period that scheduling uses to determine if a scheduled shipment should be reserved. If the schedule date falls within the reservation time fence, a reservation is automatically created.

Unreserve: Removes reservations for all reserved order lines within your specified scope, and replaces with demand.

Unschedule: Removes all demand and reservations for all the order lines within your scope

You can also specify the scope of the lines you want to cover when you schedule. For example, you can schedule one line, a ship set (a group of lines that schedule and ship together, or arrive together in the case of an arrival group), a configuration or an entire order.

Order Management will display the first date after the request date that the quantity can be shipped, according to the ATP rules defining the inventory and planning parameters.

In addition ATP is controlled by parameters defined at the transaction type level and the item attributes.

The transaction type parameter choices are:

ATP Inquiry This provides the information to enable you to make delivery commitments to customers while taking an order, or to verify from where a line can be fulfilled. Using this information, the schedule date can be manually updated in the order.

All Scheduling Actions This will place demand, schedule the order and create a reservation if the schedule date falls within the reservation time fence.

The schedule date will automatically be updated in the order if:

Check availability has been initiated, and the ATP check is successful or,

The item is not relevant for ATP Check

Scheduling is initiated either by having AutoSchedule set to Yes, or by manually initiating an availability check or using the Tools>Schedule function.

No Reservations This will place demand and schedule the order.

The schedule date will automatically be updated in the order if:

Check availability has been initiated, and the ATP check is successful or,

The item is not relevant for ATP Check


No reservations will be created, even if the ATP results fall within the reservation time fence. Scheduling is initiated either by having AutoSchedule set to Yes, or by manually initiating an availability check or using the Tools>Schedule function.

The item attribute choices are:

Check ATP set to Yes The item cannot be scheduled until after checking availability and determining that the item is available. If the item is not available on the request date or within the customers acceptable range, a message is displayed indicating the date could not be met

The following results will display:

Available quantity

Available date

Request date

Warehouse

On-hand

Reservable quantity

Check ATP set to No The item availability is not verified and the item is always considered available. It is scheduled with the request date as the schedule date.

The following results will display:

On hand

Reservable quantity

When scheduling a line, consumption of supply will differ then, depending on the value of the item attribute Check ATP.


Sourcing rules assign a ship-from location if the line does not already have one. These can be defined by Oracle Master Scheduling / MRP or at the Customer-Item level.

Customers can be setup with a preference of ship date or arrival date. This is controlled by the Request Date Type customer level attribute. The schedule ship date is derived and using the delivery lead time (if the shipping network is not setup, MRP will return a delivery lead time of zero), the schedule arrival date is calculated in Scheduling.

In Summary, the functions of scheduling in Order Management allows users to check availability of goods, schedule lines for shipment or arrival and make reservations against specific sources of supply and sourcing locations.

Scheduling allows you to perform:

ATP Inquiry

Schedule

Reserve

Unschedule

Unreserve

ATP Inquiry - Available to Promise

You can check available quantities for an item, a group (configuration or ship set), or an entire order without placing demand or reservations. The application verifies that the quantity ordered is available on the request date you specify. The item or organization ATP rule is used to determine the supply and demand to be considered in the calculation.

Note: ATP Inquiry is for informational purposes only and does not place demand or reserve onhand inventory.

When you request an online ATP Inquiry, the ATP Date, Available Quantity and Reservable Quantity is supplied.

The ATP Date reflects the first date after the Request Date that the ordered quantity is available. If the request date entered falls before the current date, ATP will be calculated using the current date.

The Available Quantity represents the quantity available on the Schedule Date.

The Reservable Quantity represents the quantity available to be reserved on the Schedule Date

If a source is specified, ATP will use that source to check the availability otherwise the system will select a source according to the sourcing rules.

Global availability, displaying shipping locations based on sourcing rules can be displayed by pushing the Global Availability button in the Sales Order.

If you are performing an ATP inquiry on a scheduling group (eg. Marketing kit, arrival set, ship set or Assemble to Order), the ATP Date displays the first date that all components are available. Navigate to the View Schedule Results window to see the individual dates for each component and learn which component is extending an ATP date.

You can also schedule models with options. By adding, changing or deleting model options, you can rearrange scheduled shipments to meet customer and internal requirements. When an ATP check is performed on an ATP model, the ATP check applies to all the options under it.

If ATP is performed on the entire order, and the order lines do not belong to any of the above groups, ATP will be performed individually on each line.


If you need to negotiate with your customer to find an agreeable shipment date, you can also navigate to the ATP by Period window in Oracle Inventory for additional information. You can navigate directly to this window from the View Schedule Results window.

Warehouse and shipping information can be changed for each shipment.

ATP results can be displayed in two ways:

Single line ATP information

This window is opened if Autoscheduling is ON, or when you choose a line which does not belong to any set, and select the availability button online. The following information is displayed:

Warehouse

On Hand Inventory

Reservable Quantity

Request Quantity

Available Quantity

Available Date

Error Message

Multi-line ATP information

This displays the same information for multiple lines

Schedule

Prerequisites

To place demand for an order line:

The item attribute Transactable = Yes

The item attribute Shippable = Yes

To check ATP when placing demand for an order line:

The item attribute Check ATP has a value other than NONE

The item attribute ATP Components = Yes if the item is a component of a marketing kit

Scheduling and placing demand can be done on-line or in batch. You can place demand on items without checking availability (ATP Check is No) or checking availability (ATP Check is Yes). Both types of demand will pass information to Manufacturing for forecasting and planning. When you place demand with ATP Check, the system will automatically check ATP before allowing demand to be placed. If the demand is being placed on-line, the results will be displayed and if the quantity is not available, you can navigate to the View Schedule Results form to see the details.

If the quantity demanded is not available, the system continues to search for a quantity n days forward using the Infinite Supply Time Fence. Use this time fence to specify the end of your ATP horizon. ATP considers any demand that falls beyond this time fence as available. Use this time fence as the practical lead time you need to acquire components and build any quantity that a customer may order. You can choose from the following options to determine the infinite supply time fence:

Cumulative manufacturing lead time


Cumulative total lead time

Item total lead time (does not include lead time of components)

User-defined time fence (specify the number of supply days for your rule)

If an item is not available on the requested date, scheduling will look out on the horizon for the number of days defined for the customer by the Latest Schedule Limit attribute. If the available date is within the schedule limit the line will be scheduled.

Once a line is scheduled, it is visible to Oracle Master Scheduling/MRP as a demand line.

To schedule multiple orders select the orders from the Order Organizer window.

To autoschedule an order the profile OM: AutoSchedule must be set to Yes, or to AutoSchedule an individual order, the AutoSchedule flag under Tools must be set to Yes.

Scheduling Results:

If Autoschedule is On, and scheduling fails, the line is inserted, but not scheduled

If a new line is added to a set and scheduling fails, the line is created but not added to the set

If scheduling is successful, but the reservation fails (when reservation performed due to Reservation Time Fence) line is inserted and scheduled

If an ATP inquiry fails, the line will still be added

If scheduling is done using right mouse button or Tools menu and scheduling fails, line will not be added.

Reserve

Prerequisites

You can place reservations for an order line if both of the following are true:

OM: Reservation Time Fence has any value but Null

The item attribute Reservable is set to Yes

Reservations can be used to secure on-hand inventory to a specific sales order line. Once reserved the inventory is not available for other sales orders or for transferring between subinventories. You can specify the warehouse, subinventory, location, revision and lot you wish to reserve in Reservation Details. Reservations can be placed on-line during order entry or by Pick Release. If reservations were placed during order entry, pick release will honor those reservations. If no reservation is placed before pick release, pick release will attempt to reserve the order line. If reservations fail on-line, you can navigate to the Schedule Results form to see the details. If reservations fail at pick release, review the Pick Release Exception Report to see the details.

Reservations can be performed in the following ways:

Automatically for a standard line if the profile option AutoSchedule = Yes, and the schedule date is within the Reservation Time Fence

Automatically when you schedule the line manually online, use the concurrent program or use workflow if the schedule date is within the Reservation Time Fence

Manually for a single line or group of lines (using Edit>Select All), by using Tools>Schedule>Reserve menu, or by using the right mouse button. Note that in this case, the reservation will be made if product is available for reservation, regardless of the Reservation Time Fence

Manually by going to the Reservations window from the Tools menu of the Sales order. Note, the reservations window allows you to make reservations at a more detailed level of inventory control. Inventory can be reserved


at the revision, lot, subinventory and locator level. The line must first be scheduled before choosing Tools>Schedule>Reservation Details.

Order Unscheduling

There are two different actions to unschedule order lines and associated schedule details or groups of order lines: Unreserve, and Unschedule.

Unreserve

The Unreserve action changes reservations on currently reserved order lines to demand.

If you unreserve a ship set or a shiptogether model that includes an ATO configuration with an attached configuration item, Order Management does not unreserve the ATO configuration. If you want to unreserve the ATO configuration, go to the ATO model order line in the Schedule Details or Lines to Schedule window and choose Unreserve in the Action field.

Unschedule

The Unschedule action removes both demand and reservations from currently scheduled or reserved order lines. If you unschedule a ship set or a shiptogether model that includes an ATO configuration with an attached configuration item, Order Management does remove demand and reservations for the ATO configuration, detaching the configuration item and removing all associated records from the Inventory demand table.

Background Scheduling

Prerequisites

To schedule an order line:

The item attribute Transactable = Yes

The item attribute Shippable = Yes

To check ATP when placing demand for an order line:

The item attribute Check ATP has a value other than NONE

The item attribute ATP Components = Yes if the item is a component of a marketing kit

Orders can be demanded in background. Reservations cannot be done in background. You can place demand with or without checking ATP. ATP check will occur if the item attributes are set appropriately. If you chose to use background scheduling, you can also take advantage of the item attribute Infinite Supply Time Fence option. If no available ATP is found on the initial schedule date, scheduling will continue searching for a date n days forward. If a date is found, the schedule date on the order line is changed to the date with ATP available. If no date is found, the order line is not scheduled.

Profile Setup for Scheduling

Order Management provides the following system profiles to support scheduling functions.

OM: Schedule Lines on Hold

This profile option determines whether to schedule orders which are on hold. If the profile option is set to Yes, the order lines will be scheduled, even if there is a hold. If the profile option is set to No, the order lines on hold will not be scheduled.

OM: AutoSchedule


This profile determines the default setting for the use of autoscheduling, and can be overridden in an order. If the profile is set to Yes, Order lines are automatically scheduled at time of order entry according to the schedule rules defined for the item and transaction type. If the availability window is kept open as the line is entered, the results of the ATP Check will be displayed in that window. If the profile is set to No, order lines are not automatically scheduled at time of order entry. Manual scheduling is required if an item is eligible to be scheduled.

OM: Auto Push Group Date

This profile options controls scheduling when a new line is inserted into an existing set of lines. If the new line is not available on the same day as the other lines in the set, this profile is used. If the profile is set to Yes, then the entire set will automatically be rescheduled and confirmed for the latest date. If the profile is set to No, an error will occur. In order to correct the error, either the dates or quantities need to be changed. This profile option can be overriden in the customer window.

OM: Reservation Time Fence

This profile option defines the number of days out that inventory will be reserved when scheduling an order line which is relevant for reservations. If this option is set to null, scheduling will not automatically reserve. A reservation allocates a reservable items on-hand available inventory to a sales order line. If you have not reserved the item before releasing the item for shipment, Pick Release automatically reserves the item. You can manually override the Reservation Time Fence, by reserving the order line online using Tools>Scheduling>Reserve. The OM: Reservation Time Fence profile option is used during autoscheduling, scheduling workflow activity, online scheduling and the concurrent program to perform reservations.

Item Setup Affecting Scheduling

Item Attributes that Affect Demand:

Check ATP

Set this attribute to Yes to require an ATP check on the item any time demand is placed for the item on an order line. This attribute controls scheduling of high demand or short lead time items to ensure that you do not promise more than you are able to supply in a given time.

ATP Components

Set this item attribute to Yes to indicate that the item has a bill of material structure containing components that require ATP checking whenever demand is placed. The ATP Components item attribute is effective only for ATO and PTO items. This attribute would be assigned to a marketing kit to indicate that ATP should check the included item (or component), rather than the item ordered on the order line.

Transactable

This item attribute indicates whether the item is transactable in Order Management / Shipping. This attribute must be set to Yes if you want to place demand for an item and if you want shipments of the item to be interfaced to Oracle Inventory.

Ship Model Complete

If this item attribute is set to Yes, the configuration is released for shipment only if all associated order lines are eligible and not on hold, and full sets of the reservable, shippable components, including the model, options, and included items, are available. A kit can be released only when full sets of the shippable components, meaning the kit and its included items, are available. This attribute should be set to Y for all marketing kits to ensure all the components of the kit ship together.

Shippable Item


This item attribute must be set to Yes to release an order line for the item,

r12 order management guide - greenchaingreenchain.biz/pdf/r12ordermanagement_part_i.pdf · mass...

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