GL Setup |
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| 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.
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| Set ups for Order Management | |
| 1.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
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| 2. Document sequence (for serial numbering) | OM > Set up > Documents > Define & Assign–à it’s not editable take care and be sure before save it |
| 3. Modifier (to modify the price of an item) | OM > Pricing > Modifiers > Modifiers Set up
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| 4.Qualifier (to qualify for certain condition) | OM > Pricing > Qualifier Set up
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| Define Modifiers Grop | OM > Pricing > Modifier > Modifier set up |
| 5. Price List | OM > Pricing > Price List > Price List set up |
| Pricing Agreement | Pricing > Pricing Agreements |
| Customers: | OM > Customers > Profile classes |
| OM > Customers > Summary | |
| 6 . 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 | |
| 7 . shipping parameters | How we pack and shipping |
| Release sequence rules | OM>shipping>Picking>Define release sequence rules |
| 8.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)
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| Create & Book Sales order | Order Organiser > New order > Customer |
| (Pick) Release | OM > Shipping > Release sales orders > Release sales orders
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| Run Concurrent request. (This will generate Pick slip report)
(B) Concurrent (2 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”
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| 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 | |
| 1. Create M2 as an Internal customer for M1.
OM >Customer > Standard If not create M2 as your Internal Customer. 2. 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. 3. 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 4. Change over to M2 organisation & define receipt routingas Direct Delivery. Purchasing > Set up > Organisations > Receiving Options Receipt routing : Direct delivery 5. 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. 6. 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
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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
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| 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)
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| 1. 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
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| 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.
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| (Pick) Release | Shipping > Release Sales Order > Release Sales Order
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| Back Order | |
| Items are staged
Sales Order No |
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| 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)
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| 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.
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| 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..
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| 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.
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| 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
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محمد حسین ابراهیم زاده