شما اینجا هستید: خانه / محمد حسین ابراهیم زاده / OM Setup Steps

OM Setup Steps

GL Setup

 
GL calendar GL > Set up > Financials > Calendars > Accounting
Inventory calendars Tools > Build the calendar
Purchase periods Purchasing > Set up > Financials > Accounting > Control Purchasing periods
Add Item inv > Misc. Receipt
   
Profile Options Setting Profile Options Setting:

Sys Adm. > System Profile Values

Responsibility  : Order Management Super user, Vision                                                Operations, USA

Profile              : OE%

Find.

OE: Item Validation Organisation : Vision Opns. USA

Similarly,

Responsibility             : Order Management Super user, Vision                                                Operations, USA

Profile                                      : PO%

Find

PO: Work flow processing mode         : Online

This change allows Order Management to default code and revenue account information accurately.

 

   
Set ups for Order Management  
۱.Transaction types OM > Set up > Transaction Type > Define
  Operating unit, transaction type (a name) ,sales document type (agreement) , transaction type code , order category , Effective date , negotiation fallow (Negotiation Flow – Generic with Approval) , fulfillment ,

è approvals

List name, transaction type, effective date, sequence number (1,2,…) , role (the person name) == save and exit

ð  Validate workflow

 

۲. Document sequence (for serial numbering) OM > Set up > Documents > Define & Assign–à it’s not editable take care and be sure before save it
۳. Modifier (to modify the price of an item) OM > Pricing > Modifiers > Modifiers Set up

 

۴.Qualifier (to qualify for certain condition) OM > Pricing > Qualifier Set up

 

Define Modifiers Grop OM > Pricing > Modifier > Modifier set up
۵. Price List OM > Pricing > Price List > Price List set up
Pricing Agreement Pricing > Pricing Agreements
Customers: OM > Customers > Profile classes
  OM > Customers > Summary
۶ . Document Sets OM>Setup>shipping>Document sets (for resources)
  ALT+F11àShip confirm documents .. 1-shipping execution , bill of lading 2- shipping execution , interface trip stop,3- shipping execution , vehicle load sheet details , 4 – shipping execution , packing slip report 5- shipping execution , Commercial Invoice
  All pick Release document .. 1-shipping execution , pick slip report 2- shipping execution , shipping exception Report , 3- shipping execution , pick selection list Generation
۷ . shipping parameters How we pack and shipping
Release sequence rules OM>shipping>Picking>Define release sequence rules
۸.carriers OM>Set up >shipping >Freight Carriers , cost types>freight carriers
   
General Sales Order Creation Steps Create Sales Order

Book Sales Order

Note the SO No.

(Pick) Release SO

Run concurrent request

(To create Pick Slip Report)

Ship confirm

Close the Sales Order

(Run Workflow background process)

 

Create & Book Sales order Order Organiser > New order > Customer
(Pick) Release OM > Shipping > Release sales orders > Release sales orders

 

   Run Concurrent request. (This will generate Pick slip report)

(B) Concurrent

(۲ requests – Pick selection list generator & Pick slip report – will be generated. Check the Pick slip report request. View its output. Note down the Pick slip No. & Delivery No.)

Check the status.

Delivery line status will change to “ Picked”

Additional line information > (T)Deliveries > Pick status = “Staged”

 

Ship confirm Shipping > Transactions
  Delivery > Actions > Ship confirm > GO
Close Sales Order Alt + V + R
   
Drop Shipment Sales Order  
Steps for Drop Shipment l  Create Sales Order

(T) Shipping source type = External

Schedule ship date      : To day’s date (Receiving orgn = M1, since records will be maintained at M1)

l  Book Sales order.                   Note Sales order number.

l  Run Workflow background process

(This will create Purchase Requisition.)

Alt + V + R

Submit a new request.

Run request name       : Work flow back ground process

Open Order organiser

Query your order no.

(B) Lines

Sales Order line status: “Awaiting Receipt”

(B) Actions > Additional information > (T) Drop shipment.

   
Internal Sales Order  
  ۱. Create M2 as an Internal customer for M1.

OM >Customer > Standard

If not create M2 as your Internal Customer.

۲. Item attributes for the particular item must be Internal order enabled & Internal ordered = Yes.

Inv > Items > Item Master

(T) Order Management:

Internal order enabled should be checked.

۳. Change over to M2 organisation & define order type as Internal.

Purchasing > Set up > Organisations > Purchasing options

(T) Internal requisition

Order type                  : Internal

Order source  : Internal

۴. Change over to M2 organisation & define receipt routingas              Direct Delivery.

Purchasing > Set up > Organisations > Receiving Options

Receipt routing           : Direct delivery

۵. Define the shipping network between M1 and M2

INV > Setup > Organization > Shipping Network

Transfer type              : In-Transit

FOB                            : Receipt

Elemental visibility                 : Checked yes.

Receipt Routings                    : Direct.

Internal order required          : Yes.

 

Check the inventory calendar for both M1 and M2 are open and build them.

Check the workday calendar for today being the working day.

If material is not available, get the material into the M1 organization through Miscellaneous Receipt.

No Price list is required for Internal Sales Order.

۶. Additional checks:

In OM > Set up > Documents > Assign

Check the active state of the sequence assignment date.

Application     : Oracle Order management

Category                     : Internal

SOB                 : Vision Operations, USA

Method                        : Automatic

(T) Assignment

End date                      : Null

Sequence                     : Internal

 

 

  1. Similarly, check the following:

In OM > Set up > Transaction type > Define

Transaction type        : Internal

Order work flow        : Order flow – Generic

Default order line type: UPG_LINE_TYPE_ORDER_1023

(B) Assign Line flows

Order type      :           Internal

Line type                     : UPG_LINE_TYPE_ORDER_1023                                                               (Internal) / (Standard)

Item type                     : Standard item

Process name  : Line flow – Generic

Start date                    : Today

 

Steps for Internal Sales Order Creation l  Create Pur. Requisition

l   Approve

l   Note Purchase Requisition number

l   Run request “Create Internal Sales Order”

l   Import Purchase Requisition  into Sales Order form

l   Pick Release Sales Order

l   Ship confirm

l  Receive the item into the internal sub inventory

l  Run workflow background process

(To close the Sales Order)

 

۱. Create Purchase requisition for Internal Sales Order PO > Purchasing > Requisitions > Requisitions

Create the Internal Requisition for the item you created.

Requisition Type         : Internal Requisition.

Item type                     : Goods

Item                             : XXXX ( Item defined as internal item)

Destination orgn.        : Boston Manufacturing. (M2)

Location                      : M2- Boston

Source                         : Inventory (of M1-Seatle).

Source organisation   : Seattle manufacturing (M1)

Save.

Approve.

Run Requisition Summary.

You will find the Requisition approved.

Note the requisition number.

Create Internal Sales Order  
Import Purchase Requisition  OM> Orders, Returns > Import Orders > Order import request

 

Find the Sales Order Number & note the line status OM > Order Organizer.

Query with the requisition number & find the created Sales Order.

Note the SO number.

You will find,

Line status                  : Picked

Addl. Information       : Staged

_______________________________________________________

Note: Order import Corrections:

You can use the Order Import Corrections window to examine the order and optionally correct data if it fails the import process.

You can use the Error Message window to determine if your data failed to import.

 

(Pick) Release Shipping > Release Sales Order > Release Sales Order

 

   
Back Order  
  Items are staged

Sales Order No

Steps for Back Order Staging : Create a Sales Order, Book the SO, Pick Release the SO.

Order organiser > Query for the SO No , (T) Lines

(B) Actions > Addl. Information

(T) Deliveries – will show you the pick status as “Staged”

Ship confirm: Shipping > Transactions

Query for the SO No.

(B) Delivery

Actions > Ship confirm > Go

Confirm Delivery screen appears.

Ship options = Back order all > OK.

If you do Shipping > Transactions again, you will find:

Line pick status : Back Ordered

l  Shipping > Move Orders > Move Orders

Transact Move Orders : (This will increase the on hand quantity in inventory)

 

 

   
Return Material Authorisation  
  l  RMA with credit only

–Your company issues a credit without the   customer returning the product.

–Accept returns for credit by applying         credits to original invoices or creating on         account credits.

•                   RMA with receipt and credit

–Customer returns a product and receives   credit.

l         RMA with receipt and no credit

– Your customer returns a product you sent             to them on a trial basis or at no charge,     therefore they receive no credit.

l  RMA with repair

– Your customer returns a damaged product.           Your company             repairs and returns the          product to the customer.

l         RMA with replacement

– Your customer returns a product and your             company sends            a replacement product rather            than issuing a credit.

 

Steps for  RMA  Sales Order Creation l  Open the closed Sales Order

l   Insert a new line in the Line item

(T) Returns

Line type = Return (Receipt)  / Return-Credit only, No receipt

l   Reason = Any reason

l  Save    (There is no need for booking the order)

l  Receive the item in inventory

Inv > Transactions > Receiving > Receipt

RMA No.        : Sales order number which returned item.

Receipt will be generated.

Check the Transactions Summary. You will find the item..

 

   
To cancel a Sales Order l  OM > Orders, Return > Order Organiser > Find

l  Open Sales Order

l  Select Line Items which you want to cancel

(B) Actions ® Cancel.

Give reasons for cancellation.

(B) Ok..

l              You can check the Status Line changing to   Cancelled when data is refreshed.

l              Double click Search Results to refresh.

 

Adding DFF(s) When the form is open :

Help > descripted > flexfield

Field : forms region

ð  Copy the value

Navigator > setup > flexfield>descripted > segments

Application ( the copied value between ( ) )

Title the copied other texts

Ctrl+f11

In the lines region select : global and hit segment

Name , prompt , attribute , …

In value set in validation if you want add some conditions like table to fill from table if you want the user to fill it just let it blanked

 

Freeze flex field description

Compile

 

 

 

OM Setup Steps

Mohammad Hossein Ebrahimzadeh
محمد حسین ابراهیم زاده

یک نظری بگذارید

آدرس ایمیلتان منتشر نمیشودگزینه های الزامی ستاره دار شده اند *

*

Time limit is exhausted. Please reload CAPTCHA.

رفتن به بالا