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.
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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 (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”
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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. 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 routing as 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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Step No. |
General Steps | Detailed Steps | Parameters |
Values |
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1. |
Create a transaction type for the blanket agreement |
Responsibility: Order Management
Navigation: Setup > Transaction Types > Define Operating unit: Your operating unit Transaction type name: BDE-BLKT-NEG Sales Document Type: Sales Order Transaction type Code: Order Fulfillment Flow: Order Flow Generic Negotiation Flow: Negotiation Flow – Generic Effective Dates: Current Date – NULL Take note of the Transaction_Type_ID value. Place the cursor on the header and go to the Help Menu > Diagnostics > Examine Open LOV for Field and select TRANSACTION_TYPE_ID. Check the id in Value field.
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Operating unit:
Transaction type:
Transaction Type ID |
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2 |
Create sequences and assign them to the transaction type |
Create sequence. Responsibility: Order Management
Navigation: Setup > Documents > Define Enter a new record with following data: Name: BDE_BLKT Application: Order Management From: Today’s date To: Null Type: Automatic Initial Value: 1 Save it
Assign the sequence. Navigation: Setup > Documents > AssignCreate a new record with: Application: Order Management Category: BDE_BLKT_NEG Set of Books: Your operating unit SOB Method: Null Start Date: Today’s date End Date: Null Sequence: BDE_BLKT Save it. |
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3 |
Create a blanket agreement |
Responsibility: Order Management
Navigation: Blanket Sales Agreements > Blanket Sales Agreements Enter a customer or customer number Blanket Type: BDE-BLKTE-NEG Quote Date: Today’s date Transaction Phase: Negotiation Change to lines tab Item Context: Internal Item Number Ordered Item: Your standard item UOM: Item’s UOM Activation Date: Today’s date Save the form Take note of the blanket number and its status Click on Submit Draft button Take note of the agreement status |
Item number:
Agreement number:
Agreement status before:
Agreement status after submitting draft: |
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4 |
Review the negotiation workflow |
While on the same form place the cursor on any of the header’s fields and do right-click Workflow > View Workflow Status.
Take note of the workflow item type and item key What is the workflow waiting for? Take not of the performer for the Negotiation Approval notification |
Workflow item type
Workflow item key
Notification
Performer |
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5 |
Enter customer acceptance |
Responsibility: Order Management
Navigation: Blanket Sales Agreements > Blanket Sales Agreements Query up your sales agreement number Change to Acceptance tab Enter the following for Customer area Signed by: Enter a name Signed Date: Today’s date Under Supplier area enter the following Supplier: your name Signed Date: Today’s date Click on Customer Accepted button Take note of the agreement status and Transaction Phase |
Agreement status:
Transaction Phase: |
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6 |
Review Workflow status |
While on the same form place the cursor on any of the header’s fields and do right-click Workflow > View Workflow Status.
Take note of the workflow item type, item key
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Workflow item type
Workflow item key |
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7 |
Create a sales order from the agreement |
Responsibility: Order Management
Navigation: Blanket Sales Agreements > Blanket Sales Agreements Query up your sales agreement number On the lines, change to Summary tab Take note of the Released quantity, Fulfilled Quantity, Returned Quantity Click on Create Releases button, it should open the sales order form. Take not of the order number And the warehouse used for the order line. |
Released quantity:
Fulfilled Quantity:
Returned Quantity:
In Process Quantity:
Sales Order Number:
Order Line Warehouse |
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8 |
Add an order line and book the order. Verify the consumed quantities |
Responsibility: Order Management
Navigation: Blanket Sales Agreements > Blanket Sales Agreements Query up your sales agreement number and change to the lines Use folders features to display Blanket Number and Blanket Line Number hidden fields Enter a new line for the same item used in the blanket sales agreement in step #3 Quantity = 2 Blanket number= Your BSA number Save the form
Responsibility: Order Management Navigation: Blanket Sales Agreements > Blanket Sales Agreements Query up your sales agreement number and change to the lines Change to summary tab and take note o the quantities Place the cursor on the BSA line. Do right-click > Release Action > View Releases, it should open the Order Organizer form with sales order lines linked to the BSA line. Verify the order line quantity
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Released quantity:
Fulfilled Quantity:
Returned Quantity:
In Process Quantity:
Order line quantity: |
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9 |
Book, Release and ship the order line. Verify the BSA consumed quantities |
Responsibility: Order Management
Navigation: Order Returns > Sales Order Query up your sales order from step #7 Click on Book button
Responsibility: Order Management Navigation: Shipping > Release Sales Orders > Release Sales Orders Orders: Unreleased Order number: Your order number from step #7 Scheduled Shipped Dates = Null Requested Shipped Dates = Null Change to Shipping tab Auto create Delivery= Yes Auto Pick Confirm = Yes Change to Inventory tab Auto allocate=Yes Click on Execute Now button If it finishes normal, you should see a message like ‘Pick Release completed successful’
Responsibility: Order Management Navigation: Shipping > Transactions Source system: Order Management From Order Number= Your order number from step #7 To Order Number= Your order number from step #7 Line status: Not Shipped Click on Find It should return your order line. Check its line status and Delivery, the status should be ‘Staged/Pick Confirmed’ and the Delivery should have a value. Change to delivery tab While the delivery is selected, click on Ship Confirm button Select Ship All option and Click on OK button If there was no errors, you should get a message ‘Delivery was successfully confirmed’, click on OK button
Still in shipping transactions form, under Delivery tab. Check that delivery status is Confirmed Change to Patch by Stop tab, confirm that the first stop (pick up stop) is closed, if it is not, place the cursor on it, go to Actions and choose Update Status, click on Go button. It opens an Update Stop Status window, choose Close option, Defer interface should be unchecked. Click on Ok button.
Click on the View Menu > Requests. Look for a request named Interface Trip Stop. Make sure it completes normal.
If you cannot find the request you may need to run it manually.
Responsibility: Order Management Navigation: Shipping > Interfaces > Run Select Single Request and click on OK Name= Interface Trip Stop SRS Mode=All Delivery: Your delivery number from above in step #9
If you do not have the WF Background process running for item type OM: Order Line then you need to manually submit it.
Responsibility: Order Management Navigation: Reports, Requests > Run Requests Single Request, click OK Name= Workflow Background Process Item Type: OM Order Line Process Deferred =Yes Process Timeout = No Process Stuck = No Click on Submit.
Make the WF concurrent request finishes normal
Responsibility: Order Management Navigation: Order Returns > Sales Order Query up your sales order and change to the lines Verify the current status of the order line is either Fulfilled or Closed
Go back to the BSA and verify the consumed quantities |
Released quantity:
Fulfilled Quantity:
Returned Quantity:
In Process Quantity:
Order line quantity: |
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10 |
Create an RMA, complete the return and verify the consumed quantities |
Responsibility: Order Management
Navigation: Order Returns > Sales Order Customer number=Same customer number as in the sales order Order type: Valid order type for RMAs Price List: Valid price list for the item Ship To location= Valid Ship to Location Bill To location= Valid Bill to Location Change to Lines tab Under lines, change to Returns tab and place the cursor on Line Type, it opens a window Reference Type= Sales Order Order number= Sales order from step #7 Order Line 1 Click on Ok. Return Reason= Any valid value Line Type=Any valid Return line type Click on Book button
Responsibility: Purchasing Navigation: Receiving > Receipts Same form is also available under Inventory responsibility Select the same Inventory organization as the warehouse from the sales order line (see step #7). It opens a find window, change to Customer tab RMA Number: Your RMA number from above (step #10). Click on Find It opens the Receipt Header and Receipts windows. Change to Receipts window Select the line from this window subinventory=Valid subinventory Confirm Routing is Direct Delivery and save the form. If Routing is not Direct you may need to complete the receiving using the proper additional steps according to your setup. Take not of the receipt from the header window
If you do not have the WF Background process running for item type OM: Order Line then you need to manually submit it.
Responsibility: Order Management Navigation: Reports, Requests > Run Requests Single Request, click OK Name= Workflow Background Process Item Type: OM Order Line Process Deferred =Yes Process Timeout = No Process Stuck = No Click on Submit.
Make the WF concurrent request finishes normal
Responsibility: Order Management Navigation: Order Returns > Sales Order Query up your sales order and change to the lines Verify the current status of the order line is either Fulfilled or Closed
Go back to the BSA using Order Management responsibility and verify the consumed quantities |
RMA Number:
RMA line Warehouse:
Receipt Routing:
Receipt number:
Released quantity:
Fulfilled Quantity:
Returned Quantity:
In Process Quantity:
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