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 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)

Book Sales order.                   Note Sales order number.

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 routing as              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 Create Pur. Requisition

 Approve

 Note Purchase Requisition number

 Run request “Create Internal Sales Order”

 Import Purchase Requisition  into Sales Order form

 Pick Release Sales Order

 Ship confirm

Receive the item into the internal sub inventory

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

Shipping > Move Orders > Move Orders

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

 

 

   
Return Material Authorisation  
  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.

       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.

RMA with repair

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

       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 Open the closed Sales Order

 Insert a new line in the Line item

      (T) Returns

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

 Reason = Any reason

Save    (There is no need for booking the order)

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 OM > Orders, Return > Order Organiser > Find

Open Sales Order

Select Line Items which you want to cancel

            (B) Actions ® Cancel.

            Give reasons for cancellation.

            (B) Ok..

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

            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

 

 

 


Step No.

General Steps Detailed Steps Parameters

Values

۱.

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.

 

 

Operating unit:

 

Transaction type:

 

Transaction Type ID

 

۲

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 > Assign

Create 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.

   

۳

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:

 

۴

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

 

۵

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:

 

۶

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

 

Workflow item type

Workflow item key

 

۷

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

 

۸

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

 

Released quantity:

 

Fulfilled Quantity:

 

Returned Quantity:

 

In Process Quantity:

 

Order line quantity:

 

۹

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:

 

۱۰

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:

 

 

Setup Steps

Mohammad Hossein Ebrahimzadeh
محمد حسین ابراهیم زاده

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