Quote

Submitted by Anonymous on Thu, 10/08/2009 - 15:52

Tag:

Account Receivables
/

A quote encompasses many stages before becoming a sales order or sales agreement. These stages can include a
draft, customer negotiations, internal and external business approvals. Versioning can capture changes and the
transaction seamlessly converts to a
sales order or can be archived as a lost or expired quote. Quoting draws all relevant information from the Order
Management schema for use by the customer service representatives (CSR), enabling a seamless flow from a quote
status through a sales order.

Why Should Business use Quote?

The creation and management of quote as a negotiation tool and transitioning the quote to a sales order,
thus acting as a single point of entry into Order Management.
Preparation of quote for assisted selling of products and services to customers and business partners.
Processing the quote with or without approvals.
Quick entry of order lines with minimum data entry as the information captured on the quote gets carried
forward into the sales order.
Using Quotes you can:
Create, modify, and select quotes
Configure complex products
Manually adjust quote prices

 Perform real time global availability checks

Up Sell, Cross Sell
Calculate taxes
Assign sales credits
Convert quotes to sales orders
Support E-Business requirements
Reduce administration expenses and increase a sales person's productivity

Workflows

 Both Quotes and Sales Agreements(SAs) use the same seeded Negotiation workflows.
After Customer Acceptance, Quotes transition to a sales order and Sales Agreements become Active.
SAs do not capture an Offer Expiration date and therefore do not leverage this functionality in the
Negotiation flow.
Unsupported Features
The functionality supported with Quotes is similar to the level of support for Sales Orders. There are a few Sales
Order features that are not available during the negotiation phase of a transaction including:
Holds
Scheduling
Copy a return from a quote.
Independent line flows
Cancellations progress to LOST Status
Ship and Arrival Sets
Commitments
Quotes for returns or Internal Sales Orders
Sales Agreements - Can specify sales agreement reference on a quote but released quantity and released
amount on a sales agreement are updated only when a quote is converted to an order

Approvals
Submitted by Anonymous on Mon, 01/18/2010 - 12:22

Tag:

Order Management
/

This window is used to setup the list of the approvers (used for Quotes and BSA), which could be associated to the
transaction type and/or transaction phase.
You can define a different set of approvers for different transaction types and the transaction phase combinations.
E.g. we have defined two transaction types, "Standard A" and "Standard B." You can use one set of approvers for
Negotiation and "Standard A" transaction type and another setup of approvers for Negotiation a "Standard B"
transaction type.
Note: Currently, the approval activity is only seeded in the Negotiation phase. For the Fulfillment phase, approval
related activities have been seeded in the OM Standard WF item type. You can use this to create an approval
subflow.

Notes : A role can be any employee of the organization

When the next approver in the chain of approvers is notified that a document requires review and approval/rejection,
the approver can either:
View a summary or abstract from the workflow (WF) e-mail notification, including: Quote or BSA number,
Description, Customer name, Forwarded from, Requester, Total Amount
View the entire sales document as it would appear for printing, including all products/services,
pricing/discounts, and all other terms from the PDF link on the workflow notification
You can view the summary information from the notification, and view the entire sales document from an
attachment on the WF notification.
Approval Recipient(s)
With this approach you can send notifications to a different set of recipients based on the setup in the Order
Management Approval setup window. This gives more flexibility for setting up different hierarchical lists for different
transaction phases and transaction type combinations.
Complete Approval Flow
1. Select the Negotiation Flow as Negotiation Flow - Generic with Approval.

2. Create the quote and progress it. The status changes from Draft to Pending Internal Approval.
3. Go to WF Notifications and approve the quote.

Complete business flow

Submitted by Anonymous on Fri, 10/09/2009 - 17:30

Tag:

Order Management
/

1. Create and Submit the draft

Create an quote by entering the customer details, transaction type, currency and line level details.
Save it and submit the draft.
The status of the quote changes from Draft to Pending for internal Approval.

2. Approve the Quote

The Quote needs to be approved by all the persons in the approval list of the transaction type.
Once approved the status of the quote changes from Pending for internal Approval to Pending Customer Acceptance.

3. Customer Acceptance
Do the customer acceptance and the quote 'll be converted to sales order with status Entered.

Setup: Transaction type

Submitted by Anonymous on Fri, 10/09/2009 - 15:17

Tag:

Order Management
/

Select the transaction type informations as shown in below form

1. See Transaction Types @ http://www.oracleug.com/user-guide/order-management/setup-step-22-transa...

for generic setup instructions. Note that when the transaction type contains both a fulfilment and negotiation phase
there are some additional implementation considerations associated with set up. These impact when and how
document numbers are
generated by document sequencing.
On the transaction type set up form there is a check box for retain Document Number. When an order type is created
two categories are created. Depending upon the value of Retain Document Number the following steps need to be
taken.
2. If you want to keep the document number from the quote when the transaction moves to fulfilment, use the
category appended with "TTXXX-Quote" when creating and assigning document sequencing.
3. If you need to generate a new document number for the transaction in the fulfilment phase, two document
sequences need to be set up:
One for fulfilment, using the category with no appending text "TTXXX"
One for the category appended with "-Quote".
If this is not set up correctly then the document will not transition to fulfilment because the document cannot be
assigned a Sales Order Number.
NOTE: Retain Document Number check box applies only to transaction types with Sales Document Type of Sales

Order. Sales Agreements have only one document number, Sales Agreement Number, associated with the
transaction irrespective of whether agreement is in negotiation or fulfillment phase.
4. Then optionally assign a default transaction phase. The transaction phase defaults to either Negotiation or
Fulfillment based on Order Management defaulting rules when the quick sales or standard sales order form is
opened. The transaction phase always defaults to Negotiation independent of the defaulting rules when the form is
opened through the Quotes menu option. If the transaction phase defaults to Negotiation, only the transaction types
that also have a negotiation workflow associated with it are displayed.
In the absence of a default, the fulfillment phase is automatically populated by the system.
Note: The transaction phase can be changed up to the point of saving the transaction or before lines are entered.
Once the transaction is saved or lines are entered, the transaction phase cannot be changed and the transaction
phase field is non-updatable.
You can set the transaction phase directly on the sales document; the transaction phase determines where in the
workflow the ransaction starts. Using a single transaction type you can choose to begin the transaction process in
either phase if both fulfillment and negotiation workflow assignments exist on that transaction type.
Note: While Sales Orders lines are assigned a line type through which the transaction is processed, quotes and SAs
do not use line types and follow a header flow only.
Transaction type designed for use with Sales documents For example in addition to header and line block data:
SA uses the following settings on the transaction types:
Document numbering
Flow assignments
Layout and contract templates.
Transaction phase
Quotes use:
Retain document number
Header flow assignment
Transaction phase
5-6 Oracle Order Management Implementation Manual
Layout and contract templates.

Workflows in Quotes
Submitted by Anonymous on Fri, 10/09/2009 - 15:34

Tag:

Order Management
/

Quotes and Sales Agreements leverage the flexibility of Workflow to manage the quote life cycle. There are two
phases for workflow: Negotiation and Fulfillment. Workflow flexibility allows you to tailor your Negotiation and
Fulfillment phases to your specific processes. You can choose one of the following generic seeded header-level
negotiation flows, these flows can be associated to transaction types for both Sales Orders and Sales Agreements.
Both can be converted to an order. Quotes can be converted to sales orders in either the Entered or Booked status (if
the booking activity is synchronous). The seeded workflows are as follows:

Negotiation Flow - Simple:This workflow does not require any approvals nor customer acceptance. However
the quote can either expire or get lost if it does not progress to being converted to an order.

Negotiation FlowGeneric: Simple negotiation flow, without approval. Prepares quote document, get
customer final acceptance, convert quote to the Sales Order.

Negotiation FlowGeneric with Approval: Flow with Approval. Prepare quote document, get management
approval, get customer final acceptance, and convert the quote to an order.

In support of a quote the following Status types are predefined:

Draft

Pending Internal Approval

Lost

Pending Customer Acceptance

Draft Submitted

Internal Approved

Customer Accepted

Offer Expired - This status does not apply to Sales Agreements.

Draft - Customer Accepted

Draft - Customer Rejected

Seeded workflow that incorporates Internal Approval and customer acceptance After a quote has been put together, it
can be submitted for approval. The relevant documents can be routed to various people in the organization, including
people from Sales, Business Practice, Legal, or Finance, for review.
The list of approvers is defined at the Transaction Type level. The document must be approved by each participant in
the list before the transaction is eligible to move forward in the workflow. If the approver fails to respond within the
time limit, the system will re-send the notification. If the approver again fails to respond, the system will either send
the notification to the next approver (if the current approver is not the last approver), or reject the notification based
on the system parameter setup.
The Approver List can be accessed two ways:

From the Transaction Type setup window: (N) > Orders, Returns > Setup > Transaction Type > Define.
Select the Approvals button to bring up the Approver List.

Navigate directly to the window: (N) > Orders, Returns > Setup > Transaction Type > Approvals.

If an approver is deleted from the list the notifications still need to be processed.
If an approver is added to the list and any transaction is pending approval they will receive a notification. The user will
receive a notification and must approve or reject.

Sales Order Flow

Submitted by Anonymous on Sat, 01/17/2009 - 13:07

A standard sales order moves through the following steps

1. Create SO
1. Create
2. Import
Order Header in Entered Status
Order Line in Entered Status
2.a. Configure the ATO/PTO item (not applicable in case of standard item)
The process of selecting the option classes and options from the model item.
b. Book the SO
1. ATP Calculation
2. Scheduling
3. Reservation (Reserve time fence)
what actions 'll be taken depends upon the scheduling level setup done in transaction type.
Order Header in Booked Status
Order Line in Awaiting shipping
Order in SE Ready to Release
2.c. Create Configuration Line - Eligible (Applicable only in case of ATO/PTO Models)
Creating the configured item.

2.d Supply Eligible

Progress order Starts the process AutoCreate Final Assembly Orders for ATO/CTO
3. Pick Release
1. Create MO
2. Allocation/Detailing
3. Transact/Pick Confirm
Order Header in Booked Status
Order Line in Picked
Order in SE Stage confirmed/Released
Backordered
Pick List
4. Create Delivery
5. Packing
6. Trip
7. Ship Confirm
Packing List
Bill of Ladding
COGS debited
INV valuation AC credited
At the ship confirm Interface Trip Trop Process starts
The Interface Trip Stop process is executed either real time or later as a concurrent request. Typically, the process
accomplishes three main objectives:
i. Deducts on-hand quantity and debits Cost of Goods Sold.
ii. Progresses the order line to Shipped status so that it can progress to the next workflow activity.
iii. Progresses the shipment line to an Interfaced status and sets the trip to In-Transit or Closed depending on
whether you elected to close the trip.
W/O ITS run
Order Header in Booked Status
Order Line in Picked Status
Order in SE - Line Status Shipped - Next Step Run Interfaces
After ITS run
Order Header in Booked Status
Order Line in Shipped Status
Order in SE - Line Status Interfaced - Next Step Not Applicable
After the ITS we need to run work flow back ground process untill it is run the line wont progress to fullfill activity.
So After running ITS (even though the workflow back ground process has not run) the SO issue (Deducts of onhand
and debit of cogs/deffered cogs) takes place.
Notes
The Workflow background engine processes deferred activities, notifications, wait activities and time out activities.
You setup the Workflow background engine when setting up Workflow in your environment. You also need to
schedule the Workflow Background Process concurrent program to re-submit periodically. When scheduling the
concurrent program, please specify Order Management work item types as the parameter so that it will only pick up
the activities or notifications for Order Management work items.
8. Fulfill
The workflow activity after the ship line workflow is Fullfill Deffered. which checks if all the lines are fullfilled or not. If
all the lines are fullfilled then on next workflow back ground process run the lines will be moved to fullfilled status.

So for fullfilling process just run workflow background process.

Order Header in Booked Status
Order Line in fullfilled Shipped
Order in SE - Line Status Interfaced - Next Step Not Applicable
9. Invoicing
10. Recipt & Transfer to GL
Once Order is fulfilled an invoice is created if auto invoice in enabled and the invoice details are available in AR and
the following accountings takes place
1. Account Receivables gets debited
2.
Revenue get credited
After the receipt is created and applied to the above invoice
1. Cash Account gets debited
2.
Receivables account gets credited
Workflow
A basic order flow, from entry to invoicing, will most commonly use the Generic Order and Line flows which are
assigned to a Generic order type

Order Header
Submitted by Anonymous on Sat, 01/03/2009 - 21:56

Tag:

Order Management
/

In Oracle Order Management, the Sales Order window enables you to organize, enter, view, and update order
information. Order Management offers line level independence where you can capture regular orders as well as
returns using the same window. The Sales Order window offers you a convenient and quick entry point for creating
and editing order information as well as viewing summary information from other subsystems such as Shipping,
Receivables, and Purchasing, as well as the status of orders.

You can enter header information for a sales order as you receive it, not necessarily in the sequence followed by the
window's tabbed regions. The only fields you must enter before proceeding to the lines block are Order Type and
Currency in the Main tabbed region in the Sales Orders window
Prerequisites
Set up your security profile with the operating units that you want access to.
Set up your order types.
Set up your salespersons.
Set up your price lists.
Set up your discounts.

Main TAB
Customer & Customer
Number
Customer PO Number
Customer Ship to
Customer Bill to

Date ordered
Order Type
Price List/Agreement
Sales Person
Currency
Total Price (Tax,
Charge)

Other TAB
Payment terms
Freight terms
FOB
Shipping method
Shipping priority
Shipping/packing
instruction

Warehouse
Line Set
Payment type(tax
handling)

Define header main information

In R12 the Sales Order window allows you to enter orders in any of the Operating Units accessible to you. The
Operating Unit field is mandatory on the sales orders window, Headers tab. It is folder enabled and displays your
default Operating Unit. If you need to enter orders in operating unit(s) other than the one that is defaulted, you should
make the field visible,
so that you can pick the appropriate value.
Fields such as Date Ordered will default if there is a default Operating Unit. If there is no default value then all the
fields except the Operating Unit will be disabled. Initial defaulting occurs once you specify an Operating Unit and tab
out. After specifying other order information, if you change the Operating Unit, a message is displayed indicating that
all the fields will be cleared if the Operating Unit is changed. If you have access to multiple Operating Units, and you
want to enter an order in an Operating Unit that is not your default, you should pick the appropriate Operating Unit
from the list of values before specifying any other information.
1. Customers are visible across all organizations and customer addresses are organization specific. The value of the
profile option OM: Sales Order Form: Restrict Customers controls the LOV display for this field. If you use the Find
Customer window, the Customer field LOV will always display all customers; the profile option is ignored.
2. Define the Customer Purchase Order Number for the order, or accept the default.
This information is for reference and reporting. You must enter a value here if the order type you specified requires a
purchase order number. You can set up a default for a PO number from an Agreement using defaulting rules. Order
Management notifies you if you enter a purchase order number that already exists on another order for the same
customer but will not prevent you from continued processing of the order.
If you update or link a Customer PO number to an existing order, you must manually update existing order lines with
the
Customer PO number in order to properly invoice the order lines as lines without the PO Number do not get
interfaced to Accounts Receivables. However if you have enabled Cascading, the lines get automatically updated.
3. Enter the customer ship to and bill to

4. Select an Order Type for the order or accept the defaulted value.
Order type can be used as a data source for defaulting rules and additionally determines both the order and line
workflow processes your orders will flow within.
Note: Order Type can be changed even after saving the order header as long as:
1. The Order Number generate is not set to "Gapless."
2. The order is Unbooked.
3. The order doesn't have any lines.
You can check these constraints from Setup->Rules->Processing Constraints
5. Select a Price List for the order. The Price List you select must be an active price list. If a price list is inactivate, the
price list does not appear in the LOV for the Price List field. If you enter an order, then inactivate the price list used in
that order, and then requery your order, you will receive an error message box: Validation fails at the field Price List.
If you currently have a defaulting rule setup and enabled to default order currency, and you select a Price List that
utilize a base currency other than the defaulted currency, Order Management will always default (over-write) the base
currency of the price list to the order currency once a price list is selected, unless you have disabled the seeded
defaulting rule for order currency from the price list.
6. Select the Salesperson for the order. By default, the primary salesperson receives 100 percent of the sales credits
for an
order. You can apportion sales credits to multiple individuals in the Sales Credit window.
7. Select a currency for the order. Your price list's currency must match the currency you entered for this order.
Buttons
Actions--opens a dialog box to perform one of the actions listed below:
Add Customer
Additional Order Information
Apply Automatic Attachments
Copy
Apply Holds
Release Holds
Cancel
Progress Order
Split Line
Release Workbench
Supply to Order Workbench
Promotion/Pricing Attributes
Calculate Tax
Charges
Price Order
Price Line
Sales Credits
Go To Line
Horizontal Demand
Related Items
View Adjustments
View Shipping Status
View Tax Details
Notification

Order Line
Submitted by Anonymous on Mon, 03/30/2009 - 00:19

Tag:

Order Management
/

You can enter, view, and update sales orders using the Sales Orders window. You can also enter returns using the
Sales Orders window. You can order standard items, both shippable and non-shippable, and configurations using this
window. You can also adjust pricing, assign sales credits, record payment information, attach notes, schedule
shipments, query item availability, and make reservations, including selection of subinventories.
You can enter information in the Sales Orders window as you receive it. Order Management validates individual fields
as they are entered. When you book an order, Order Management validates to ensure that all required fields have
values, that
configurations are complete, and so on. After an order has been booked, it becomes eligible for the next step in its
workflow.
For orders that you intend to source externally (drop shipments), you can use all aspects of standard sales order
functionality. The source type at order entry determines whether an order will be fulfilled from inventory or by an
external supplie
Sales Order Line Items Main Tab

1. Line Number and Ordered Item are on the fixed region within the Sales Order Line Main tab, and these fields
cannot be hidden using Oracle Folder functionality. If you cursor is positioned on either of these two fields and you
attempt to perform any Folder operation (such as Show Field) you will receive a error message informing you that no
additional fields are available for display

Line number field automatically defaults to 1.1 if this is the first line entered on the order.

This field is for display purposes and cannot be updated.

Order Lines Numbers are displayed in the Sales Order window as a line quintuplet:
Line Number, Shipment Number, Option Number, Component Number, Service Number. For example, if order line
number appears as 1.1.2.3.1:
Line Number -1
Shipment Number -1
Option Number - 2
Component Number -3
Service Number-1
Note: You may choose to display additional fields within the Sales Order Header Main window by enabling the fields
for display within a custom folder. For example, you can choose to display the Line number & shipment number fields.
2. Select the item for this order line. The List of Values for this field is controlled by the value of the hidden field, Item
Identifier Type. Select or enter a value for either:

Ordered Item (the item number); item description displays.

Item Description and Type; Ordered Item displays : You can search for item descriptions by entering the
search criteria into the field and tabbing out of the field to start the search. The search is not sensitive to
case.

You can search on different types of item descriptions. To search:

for internal item descriptions, within the Item Identifier Type field, select INT or Internal Item;
for customer item descriptions, within the Item Identifier Type field, select CUST
Notes

I. For orders, the list of values displays descriptions of active items; for returns, the list of values displays descriptions
of active and inactive items.
II. Order Management validates the item against inventory items you define in the warehouse (organization) specified
by the Order Management parameterItem Validation Organization. You can only choose items that have the
Customer
Orders Enabled item attribute set to Yes.
III. If you have setup customer or generic cross-references for these items, you can also enter the order line using the
cross-reference.
IV. If you intend to source this line externally, you must also ensure that the item you select has the Purchasable item
attribute indicated. This attribute enables an item to be ordered on a purchase order.
3. Define the item's order quantity for this line. The quantity field appears on all tabbed regions even though it is in the
scrollable region.
4. Select the Unit of Measure.
You can enter only predefined units of measure in the same class as the item's primary unit of measure. Provided the
secondary unit of measure has been enabled for the item in Inventory, you can define a dual UOM for the item. The
units of measure for models and kits are restricted to the item's primary unit of measure.
5. Unit Selling Price: Unit Selling Price is derived from the selected price list, and may contain a rounded value. The
value of the unit selling price is affected by the current value of the profile option QP: Selling Price Rounding Options
6. Enter, select, or accept the default for the Request Date field.
Note: The Request Date field is populated with the current system date and time. If a line is deleted from the order,
and a new item is entered, the Request Date field will continue to display the original system date and time stamp
7. Select the Schedule Ship Date from the calendar.

8. Status: This field displays the current status of the order line, and can only be updated via a system action
HOLD /ATO Check BOX

1. On Hold ATO check box

2. Cascaded Hold ATO check box
3. ATO check box: The field is non updateable. If the check box is selected, the order line contains an ATO item.

Other fields

1. Select or accept the default for Line Type.

2. Qty Cancelled: this field will display a value only if an order line's quantity was changed as a result of a
cancellation.
3. Qty Shipped: this field will display a value only if an order line has been shipped, either partially or completely.
4. Reason: This field is non updateable except when adding to, or reducing, the existing order line quantity. Values
entered in this field are only visible at the time of entry; once a successful save has been completed, the value of the
Reason field displayed is NULL; Order Management does not display the current value for this field since you can
perform multiple updates to an order line that require you to enter a reason. You can view Reason values entered
within the Additional Line Information window, available via the Action button.
5. Comments: This field is non updateable, except when enabled by the system. Values entered in this field are only
visible at the time of entry; once a successful save has been completed, Comments field values are displayed within
the
Additional Line Information window, available via Action button.
6. Select the Salesperson, if not defaulted.
7. Order Source, The value for this field is determined by the creating application when a sales order is created. This
field is non updateable, and valid values are:
Internal
External
8. Order Source Reference: If you create an order within the Sales Order window, or create an order where
order_source_id=0, the system will generate a value for Order Source Reference. The value generated is the source
table name, concatenated within the order_header_id. This value is stored in the source table
(OE_ORDER_HEADERS_ALL) within the column ORIG_SYS_DOCUMENT_REF. If you have copied an order, the
order lines for the copy to order will display
COPY.
9. Order Source Line Reference: If you create an order line within the Sales Order window, or create an order where
order_source_id=0, the system will generate a value for Order Source Line Reference. The value generated is the
source table name, concatenated within the line_id. This value is stored in the source table
(OE_ORDER_LINES_ALL) within the column ORIG_SYS_DOCUMENT_REF. If you have copied an order, the order
lines for the copy to order will display the
source order number.
10. Select the Tax Code, if not defaulted. You are only able to select a Tax code if the profile option EBTax: Allow
Override of Tax Code is set to Yes.

Pricing Tab
Submitted by Anonymous on Thu, 10/08/2009 - 13:56

Tag:

Account Receivables
/

Below lists all additional data items available for the seeded (default) Sales Order Line Items Pricing Tab folder.
Accounting Rule
Calculate Price Flag description
Commitment
Commitment Applied
Customer Net Price
Customer Payment Terms
Invoicing Rule
Tax Code
Tax Date
Tax Exemption Number
Tax Exemption reason
Tax Handling
Unit List percent
Unit percent base price
Unit Selling Percent
Commitment Applied
Subinventory
Split By
Shipped to Customer
Note: The fields Customer Net Price and Customer Payment Terms are seeded as Hidden in the Pricing tab of the
Lines region in the Sales Orders window.
Calculate Price Flag
The Pricing tab enables you to specify whether the new order or order line is copied at the original pricing or is
repriced. To reprice, you can 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 Freeze Price for order lines and Partial Price for return lines.

Additionally, you can choose to set the Calculate Price Flag to Partial Price by selecting the corresponding
radial button on the Pricing Options Tab.

Note: You cannot copy an order which contains a solution based model for which one or more of the components
have been cancelled. This is currently not supported, and you may receive the following error: Item &ITEM is selected
more than once in this Configuration.
Attention: When the destination order type while copying an order is RMA, Order Management will set the Calculate
Price Flag to P for the copied order lines even if the you specify At Original Price within the Pricing Options tab copy
window.
Pricing a Copied Order

The pricing tab lets you specify whether the new order/line is to be copied at the original pricing re-priced or partially
repriced. If it is to be re-priced, you can specify a pricing date.
When you choose to retain original pricing, all discounts/charges will be retained and the calculate_price_flag will be
set to N. When you choose to re-price, manual discounts/charges will be lost and automatic discounts/charges will
be re-evaluated. When price partial is used the price of the line remains the same but freight charges may be
obtained with a pricing call. When you are copying only the order header then you can only choose the original selling
price.

Shipping Tab
Submitted by Anonymous on Thu, 10/08/2009 - 14:19

Tag:

Account Receivables
/

Below lists all additional data items available for the seeded (default) Sales Order Line Items Shipping Tab folder.
Actual Arrival Date
Actual Shipment Date
Auto Selected quantity
Bill To
Bill To Address1..5
Bill To Contact
Bill To Location
Deliver To
Deliver To Address1..5
Deliver To Contact
Deliver To Customer
Deliver To Customer Number
Deliver To Location
Delivery Lead Time
Demand Class
DEP Plan required Flag
Earliest Acceptable Date
Explosion Date
FOB
Freight Carrier
Latest Acceptable Date
Model Group Number
Over-Shipped resolved flag
Over-Ship Tolerance
Promise Date
Qty Fulfilled
Request Date
Rounding Factor
Schedule Date
Ship Complete
Ship From Location
Ship Model Complete flag
Ship To
Ship To Address1..5
Ship To Contact
Ship To Location
Shipment Priority
Shipment Quantity
Shipment UOM
Subinventory
Undership Tolerance

Address Tab
Submitted by Anonymous on Thu, 10/08/2009 - 13:43

Tag:

Account Receivables
/

Select a Ship To Location and Ship To Contact.

These fields provide default ship to information for all lines on the order. If the system profile option OM: Customer
Relationships is set to:
Yes, you can choose a ship to location based only on the customer listed on the order or a related customer.
No, you can choose the Ship To location of the Sold To customer only,
All, customer relationships are ignored and you can choose a ship to location from any customer.

Select a Bill To Location and Bill To Contact.

These fields provide bill to information for all lines in the order. If the system profile option OM: Customer
Relationships is set to:
Yes, you can choose a bill to location based only on the customer on the order or a related customer.
No, you can choose the Bill to location of the sold to customer only.
All, customer relationships are ignored and you can choose a bill to location from any customer. You can choose any
contact associated with the bill to address.

Select a Deliver-To Location and Deliver-To Contact. If you have a deliver-to field in the order header,
you must be able to populate the line deliver to field from the header field. This is done by setting up a
defaulting rule for the line deliver to field so that it defaults the value of the header deliver to field.

End Customer selection does not look at the Customer Relationship setting. Any customer location or contact can be
selected for End Customer

Line & Fullfillment Set

Submitted by Anonymous on Mon, 03/30/2009 - 13:57

Tag:

Order Management
/

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, shipment priority, shipment method and ship-to
location.

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.
Order Management seeded workflows are designed so order lines are eligible to be Invoice Interfaced once they
have completed the fulfillment workflow activity. The fulfillment concept, along with the use of fulfillment sets, enables
you to group lines together for invoicing purposes. Typically, for shippable lines, shipping completes fulfillment. For
non-shippable lines, booking completes fulfillment. If you want to hold up invoicing of a non-shippable line until an
associated shippable line is shipped, put those lines together into a fulfillment set. None of the lines in the set
progress past fulfillment to invoicing until all lines in the set are fulfilled.
A line can belong to either a ship set or an arrival set, but can belong to multiple fulfillment sets.

New/Add to exisiting SET

To add a set or to create new group, right click on the line and navigate to Set > New/Add to set

You can 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

Now on the Sales Order form, when you enter a new Order
the system will automatically place the ordered items in a Set and assign a numeric value to the Set.

Automatic Line Set Assignment

Submitted by Anonymous on Mon, 05/11/2009 - 15:41

Tag:

Order Management
/

Oracle Order Management enhances Line Set (Ship/Arrival) functionality with seeded defaulting rules minimizing the
need for user action thus reducing error and keystrokes.
Features include

Allow defaulting header level Line Set (Ship/Arrival) from Order Transaction Types

Customer

Invoice To
Ship To
Defaulting Rules Setup
Previously, there were hard coded defaulting rules such as Ship To, Line Set, Invoice To, Line Set, or Customer.Line
Set (Sold to), depending on which lines were automatically included in Ship or Arrival Sets.

The hard coded defaulting rules have been converted to seeded defaulting rules using defaulting framework
to provide flexibility in changing the sequence of the rules to be used.

Added defaulting rule for Order Type.Line Set

A facility has been provided to define a defaulting rule for Ship Set or Arrival Set based on the Transaction
type.

Note: Defaulted Set at the header level will only affect the new lines that are being created and will not have any
impact on existing lines.
Ship Set or Arrival Set For Each Line
Oracle Order Management has increased the choice to their customers of header level Ship/Arrival Set functionality.
The profile, "OM: Assign new set for each line," provides two alternatives:
Many businesses do not wish to create multiple shipments for a single order.The default is set to "No," creating a
single Ship/Arrival Set per order. As an example, if the header level choice is Ship, all successfully scheduled lines
are assigned to one Ship Set when created. If one line fails scheduling, none of the lines are assigned to a Ship Set.
It is important for other businesses that a single line ship complete and multiple shipments are allowed per order. By
setting the profile to "Yes," the system creates a unique Ship/Arrival Set for each line in an order as long as the line
can be scheduled.
Option 1 provides functionality for businesses that prefer to group all lines of an order into one Ship Set or Arrival Set.

Setting the profile to "No" with header level set to "Ship" creates one Ship Set per order, scheduling all of the
lines to ship together from the same warehouse to the same Ship To with the same Scheduled Ship Date,
potentially saving on freight costs.

Setting the profile to "No" with header level set to "Arrival" creates one Arrival Set per order, scheduling all of
the lines to arrive together at the same Ship To with the same Scheduled Arrival Date providing a high level
of customer service through scheduling to deliver all lines of the order at the same time to the same place.

Option 2 creates an additional use of Ship/Arrival Sets by creating a unique set for eachline of an order.

Setting the profile to "Yes" with header level set to "Ship" creates a unique Ship Set for each line of the
order. Creating line level Ship Sets enforces that the full quantity ordered is scheduled to ship at the same
time. Thus assisting in customer satisfaction through shipping full quantity every time an item is ordered. It
also allows flexibility in that each line is independent. Consider an order with two lines, 1) Item A, quantity
500 2) Item B, quantity 200. At the time of scheduling, Item A has full quantity of 500 available to be ordered
while Item B only has quantity 50 available. With separate Ship Sets, Item A, quantity 500 proceeds to Pick
Release and Ship Confirm while Line 2, Item B will not progress. The customer is happy as full quantity 500
of Line 1, Item A is shipped immediately instead of waiting for the complete quantity of Line, 2 Item B to ship
on the same date.

Similarly, setting the profile to "Yes" with header level set to "Arrival" creates a unique Arrival Set for each
line of the order. Creating line level Arrival sets enforces that the full quantity ordered is scheduled to arrive.
Thus assisting in customer satisfaction through shipping full quantity every time an item is ordered. It also
allows flexibility in that each line is independent. Consider the same order with two lines, 1) Item A, quantity
500 2) Item B, quantity 200. At the time of scheduling, Item A has full quantity of 500 available to be ordered
while Item B only has quantity 50 available. With separate Arrival Sets, Item A, quantity 500 proceeds to Pick
Release and Ship Confirm while Line 2, Item B will not progress. The customer is happy as full quantity 500
of Line 1, Item A arrives together instead of waiting for the complete quantity of Line, 2 Item B to arrive on
the same date.

Changing Scheduled Lines

Order Management has many features to help manage scheduled lines when the lines are changed. When a
scheduled line is changed, the system reschedules the line. For example, if you change the ordered quantity or the
warehouse, the system reschedules based on this new information.
When a new line is inserted into a scheduling group (such as a ship set or a configuration) that is scheduled the
system will first try to schedule the new line with the same attributes as the other lines in the scheduling group. If that
fails, then it checks the value of the profile option Auto Push Group Date. If the value is No, the line is inserted but not
scheduled. If the value is Yes, the system tries to reschedule the whole set. If rescheduling the whole set fails, the line
is inserted but not scheduled. Exception: If the line is part of an ATO configuration or a ship model complete PTO
configuration, and scheduling the group of lines together fails, then the line will not be inserted. When you cancel a

line that has been scheduled or reserved, the system unschedules the lines and removes the reservations. If a
scheduled line is partially canceled, the system cancels scheduling information in this order:

Changing Order Price

Submitted by Anonymous on Mon, 03/30/2009 - 11:31

Tag:

Order Management
/

When an item is ordered the price engine picks the value from price list and applys appropriate modifiers to it. While
entering the order if the user thinks the price is not correct and needs to be modified then he/she can go to the price
list, modify it and reprice the line(Sales order line -> Actions ->Price line) or directly modify the line price.
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 > Order header > Order line > Select the Actions button and
choose View Adjustments

In the Adjustments tabbed region

1.

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

2.

Select an adjustment and choose Apply.

3.

Requery the order to see the new selling price.

4.

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

5.

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.

Repricing a lineg
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.

OM Split Line
Submitted by Anonymous on Mon, 03/30/2009 - 12:05

Tag:

Order Management
/

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.

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.
Configurations
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.
System 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.

Scheduling and Booking

Submitted by Anonymous on Fri, 01/16/2009 - 21:53

Tag:

Order Management
/

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.
The scheduling feature of Oracle Order Management (OM) enables you to determine when items will be available to
promise to a customer(ATP), schedule the shipment or arrival of order lines based on this availability(Schedule), and
reserve on-hand
inventory to sales order lines(reservation) SO, the features that are provided under the umbrella term of scheduling
are:
Calculating Available-to-Promise (ATP)
Scheduling ( Populate dates - ship and arrival schedule dates)
Create demand (Makes demand visible to planning)
Reserving (Reserves the line items if the due date is within the reservation time fence)
Sets the ship from
Calculates the delivery lead time based on as ship method (if you have set up a shipping network)
Scheduling is an action performed on an order line or a group of lines. The action performs the following:

Determines the source (warehouse) for the order line. If the warehouse is entered on the line, either
manually or using defaulting rules, the scheduling action uses the requested warehouse and the other
scheduling results are based on it. If the warehouse is blank, the scheduling action determines the best
warehouse based on the sourcing rules. This functionality includes ATO models.

Determines the schedule ship date, the schedule arrival date, the delivery lead time and the shipping
method.

Makes the line visible to the planning applications and consumes supply for the item. When a line is
successfully scheduled the VISIBLE_DEMAND_FLAG is set to Yes.

If the reservation time fence is set and the schedule ship date is within the reservation time fence,
automatically reserves the line.

Scheduling Process
Sales order line would be scheduled for both the ATP as well non-ATP items based on the availability of the item.
When scheduling is not performed during sales order entry (either manually or automatically), then as part of
standard functionality, scheduling will be done by the workflow process.

Scheduling is done by the workflow process associated with the order line (OEOL). For example: Considering the
Line Flow Generic work flow Once the order is Booked, the work flow completes the Booking activity and proceed
to the next stage i.e. Scheduling. This is when Scheduling is performed.
Open the process Line Flow - Generic in the Workflow Builder. The Line Flow - Generic process looks as below

Order will wait at Wait for Booking till booking action is performed. The work flow will progress to next stage.
- Double click on the 'Schedule - Line' sub process in 'Line Flow - Generic' process. Double clicking opens 'Schedule
- Line' sub process which looks as below

Once the line is scheduled, SCHEDULE_SHIP_DATE is populated into the OE_ORDER_LINES_ALL.

The SCHEDULE_SHIP_DATE should be a value between the REQUEST_DATE and the
LATEST_ACCEPTABLE_DATE.
Scheduling sets the VISIBLE_DEMAND_FLAG, SCHEDULE_STATUS_CODE as soon as the lines are scheduled.
The two columns are independent and are not based on the setups

Scheduling by Ship or Arrival Date

The request date may be either the requested ship date or the requested arrival date depending on the request date
type of the customer. If the customer's request dates are requested arrival dates, the scheduling action calls MRP's
scheduling API with the requested arrival date. The API returns the first date on or after the requested arrival date that
the items could arrive at the customer location, and enters that date into the scheduled arrival date field for the line(s).
The schedule ship date is calculated by subtracting the delivery lead time (number of days for items to reach the
customer once they ship) from the schedule arrival date. If the shipping network has not been defined for this
combination of locations, the delivery lead time will be considered zero days and the schedule ship date and
schedule arrival date will be the same.
If you enter a schedule ship date on the order line before performing the schedule action, the system will attempt to
schedule on that date when the schedule action occurs. If it cannot, the schedule action fails.
You can define for each customer the delivery window in days that they will accept by entering the latest schedule
limit on the customer window. When you enter an order line, the latest acceptable date is calculated by adding the
latest schedule limit to the request date. When the scheduling action occurs, the schedule date will only be returned if
it is between the requested date and the latest acceptable date. If it is not within this range, the scheduling action
fails. For example, suppose that you have a customer who only accepts orders that ship within 5 days of the request
date. You would enter 5 in the latest schedule limit fields on the Order Management tab of the customer window.
When you enter an order line, if the request date is September 10, the latest acceptable date would be September
15. When the scheduling action occurs, if the schedule date returned is not in the date range of September 10
through September 15, the schedule request fails.
You can control whether OM schedules lines on hold by using the profile option OM: Schedule lines on Hold. If an
order or line is on hold and this profile option is No, then the scheduling action fails.
An entered order will create demand and reservations depending on the order management setup especially
depending on the values for the profile option s "OM: AutoSchedule" and "OM: Reservation Time Fence".
OM: AUTOSCHEDULE
When a new order is created / entered, the order will autom atically create demand records in MTL_DEMAND if the
profile option "OM: AutoSchedule" is set to Yes. The demand does not reduce the availability of the item or promise
the onhand quantity to the order as long as a reservation is not created. The demand is used for advanced
scheduling purposes in the MRP (Oracle Master Scheduling) application. For example, if one was to create two
orders for equal amounts and the demand was reduced to a negative number by the second order, the pick release
would process successfully for which ever order was run first. The second order would receive an error that negative
quantity is not allowed assuming that your organization does not allow negative inventory.
Note that the "OM: Autoschedule" profile option is not the only way to set the 'Autoschedule' feature. One could also
set this feature via the transaction type setup, or by manually setting the autoschedule selection to Yes or No via
Tools > Autoschedule in the Order Mana gement entry form.
OM: RESERVATION TIME FENCE
If the profile option, "OM: Reservation Time Fence", is set to a number greater than zero, a reservation will be created
for the item as soon as the order is entered if the required date is within the reservation time fence window of days.
The time fence is the system date plus the profile number of days. For example, if the profile is set to 30 days, then
as long as the schedule date for the order is before the system date plus 30 days, then a reservation is created. The
reservation will reduce the availability of the item.
Even when the autoschedule profile is not set, the reservation will be created as soon as soon as one enters the
'Schedule Date' field. For example, when booking an order, the scheduled date is automatically entered if one did not
already exist. This occurs even when "OM: AutoSchedule" is not used. The reservation then is created when the
order is booked as the booking process enters the schedule date.
As a side note, according to the OM manual, if a NULL value is entered for the "OM: Reservation Time Fence" then
the system will not create a reservation automatically. However, tests have shown that when the profile is not entered
(NULL) at the site level, it still acts as if it were set to zero (0).

ENTIRE QUANTITY ONLY

If the entire quantity is not available, the reservation is not created automatically by the scheduling process. However,
you could manually reserve the quantity available in the reservation form. You could use the Tools > Scheduling >
Reservation Details option or goto Inventory > Onhand > Reservations and create a new reservation. You could then
schedule the "Reserve Orders" program to run every few hours looking for onhand quantity for partially reserved
orders. An enhancement request Bug 5722597 was created asking the partial quantity to be automatically scheduled
based on profiles.
SUMMARY OF PROFILES
The following profile options were discussed in this note:OM: AutoSchedule: If Yes, autoscheduling is enabled by
default. As a result, the scheduled date is entered automatically and the demand appears when an order is
entered.OM: Reservation Time Fence: If > 0, auto matically creates a reservation upon order entry if scheduled date
is entered. If NULL, no reservation created

reply
Anonymous
Tue, 02/16/2010 - 15:19
Understanding the following terms will help you understand how scheduling works in Oracle Order Management.
Request Date: The date the customer requests that the products be either shipped or received.
Promise Date: The date on which you agree you can ship the products to your customer or that your customer will
receive the products. This field is for tracking purposes only. It may be defaulted from the schedule ship date or the
Schedule Ship Date: The date returned by the system on which you can ship the products schedule arrival date.
Schedule Arrival Date: The date returned by the system on which your customer can receive the products.
Actual Arrival Date: The date the order line arrives at the customer site.
Actual Ship Date: The date the order line is shipped. This date is recorded by the ship confirm action.
Reservation: A guaranteed allotment of product to a specific sales order. Once reserved, the product cannot be
allocated to any other source of demand. Also known as a hard reservation.
Reservation Time Fence: Time, in days, before the schedule date, within which a line should be automatically
reserved.
Reserve Orders: A concurrent program that attempts to reserve all those order lines specified in the search criteria
in a batch process.

Alternative Ways to Schedule

Submitted by Anonymous on Sun, 05/10/2009 - 11:00

Tag:

Order Management
/

The scheduling action can be invoked in multiple ways.

1.

You can schedule from the sales order window by having autoschedule turned on,

2.

You can schedule a line by manually choosing to schedule using the context menu or the tools menu.

3.

You can schedule using a workflow activity either immediately or in deferred mode.

If the scheduling action fails in the workflow then the line is moved to scheduling eligible activity. You can then use the
Schedule Orders concurrent program to schedule the lines with exceptions.
Autoschedule
The sales order line is scheduled when it is saved. If either the Autoschedule check box on the order transaction type
is checked or the OM: Autoschedule profile option is Yes, the sales order will be opened in Autoschedule mode.
You can turn Autoschedule on or off from the sales order window by going to the Tools menu. Note that if
autoschedule
is turned on the availability window is automatically displayed when the sales order window is opened. You can close
the availability window, but the lines will still be autoscheduled unless the autoschedule check box on the tools menu
is unchecked.
Manual
You can access the scheduling sub menu either by selecting schedule from the list of activities on the tools menu or
by placing your cursor on a line and pressing the right mouse button. Selecting schedule from these menus will
trigger the scheduling action. If the action is selected from the order header tab, all the lines on the order will be
scheduled. If the action is selected from the lines tab, it applies only to the line or group of lines selected.

If the profile option MSC_OM_IMPORT_PRESCHEDULED is set to Yes, then you will be able to schedule ATO items
on weekends as well. However if you require the scheduling to be done only on valid working days, set this profile
option to No.
Workflow
The seeded scheduling workflow activity should be used in the workflow process for your order lines.
In the Line Flow - Generic seeded flow, the schedule activity is a synchronous activity immediately after booking. With
this type of process, scheduling will occur immediately after booking. Scheduling errors will be seen by the person
who is booking the order.
If the scheduling activity is deferred it will occur after the workflow background process runs and any error messages
will be available in the process messages window. Only lines waiting at the Schedule-Eligible workflow activity are
selected. The default is no value entered. Note that the lines may or may not be scheduled and still could be waiting
at the activity.
Manual Scheduling Sub-Process
In Release 12, a new scheduling sub-process named Schedule-Line, Manual is provided to handle cases where you
may want to control scheduling manually after the order is booked. If the new sub-process is used in the line
workflow, then after booking the order, lines are blocked at the Schedule-Eligible activity. You can progress the
Schedule-Eligible activity from Sales Orders window or use the Schedule Orders concurrent program to schedule the
lines.
A new generic line workflow is not provided with this new sub-process. If you require to use this sub-process you can
copy and customize the generic line workflow and replace the new sub-process in place of the existing Schedule
Line sub-process.
Schedule Orders Concurrent Program
The Schedule Orders Concurrent Program functionality has been enhanced in the current release. This program
selects all lines that have failed workflow scheduling, and attempts to schedule them. These lines are waiting at the
schedule-eligible activity. The user can select orders based on the order number and other parameters.
In addition, lines that have never been scheduled can now be scheduled using the Schedule Orders concurrent
program. This is useful for high-volume orders, where a batch of imported orders in Booked status can be mass
scheduled. Please note that lines that have not been booked are not scheduled.
Also the enhancements to the Schedule Orders concurrent program enable you to reschedule lines in case there is a
change in supply dates or even unschedule lines if they have been scheduled previously. You have two re-scheduling
options: Re-Schedule and Re-scheduling with Request Date. You can query scheduled lines and perform a
reschedule. You can move schedules in and out based on the item's availability, and if orders or delivery schedules
from suppliers are changed or cancelled, then the allocated product can be rescheduled to meet other demands
earlier or later. You can query and sort scheduled lines, and assign either a new Schedule Ship Date (this can be
Schedule Ship Date or Schedule Arrival date; depending on the Order Date Type value) or Warehouse (location)
when re-scheduling a line.

For each line of the order that fails workflow scheduling, messages will be stored in the Process Messages
table and also printed in the logfile.

If scheduling was successful, the scheduling workflow activity will complete with a result of COMPLETE so
that the line can progress to the next activity.

If scheduling was not successful, the workflow activity will complete with the result of INCOMPLETE. The
line can then be scheduled manually by progressing the order from the sales order window (press the Action
button and select Progress Order) or automatically in the next run of the scheduling concurrent program.
Submit the scheduling concurrent program by navigating to (N) Orders, Returns > Schedule Order

Scheduling Across Orders

Scheduling Across Orders provides the ability to view scheduling attributes of multiple lines across orders, and to
perform any scheduling action from a single window. From the Scheduling tab on the Find window of the Order
Organizer, you can query lines based on a variety of parameters, such as:

Item

Warehouse

Request Date

Reservation Status (Reserved or Unreserved)

Scheduling Status (Scheduled or Unscheduled)

Shipping Status (Picked, Unpicked, or Backordered)

Order Status

Customer

Shipment Priority

Schedule Date Ranges

Request Date Ranges

After performing an intelligent query to display a group of lines, you will see a new window, Scheduling Organizer.
From the Scheduling Organizer, you can perform scheduling actions on lines across orders, that is, you can
Schedule, Unschedule, Reserve, Unreserve and perform ATP inquiry.
Access to the scheduling tab is controlled by the Profile Option OM: Scheduling Role. Those with the role of CSR
Only do not have access to the Scheduling tab, but they have the same functionality available in previous releases.
Those with the role of Scheduler Only are allowed access to the Scheduling tab, but not to other tabs (Order
Information, Line Information, Advanced, and Holds Information). Those with the role of both CSR and Scheduler
have access to all tabs in the Find window of the Order Organizer.

Additionally, the role determines whether some actions are available. For instance, those with the role of Scheduler
only will not be allowed to open the Sales Order window from the Scheduling Organizer.
Scheduling Across Orders is useful in a variety of business scenarios:
Availability and/or scarce inventory: Who has the reserved items? Which customers have scheduled lines? Which
customers have unscheduled lines? If desired, you can take supply away from lower priority customers, and give it to
higher priority customers within Scheduling Across Orders.
Customer service: View all the lines for a customer. Which lines need to be scheduled or reserved?
Scheduling: Query all lines that are scheduled to ship on a specific date, and push out the schedule date for those
lines as required. Or query any lines where Override ATP is flagged, and decide how to provide supply.
Revenue impact: Query up all lines for an item, and display gross margin. Using Folders, move gross margin to be
one of the first three columns on the Scheduling Organizer. Then sort based on gross margin. Reserve the lines with
the higher gross margins, and pick by prior reservation. By doing so, you can impact bottom line for a month, quarter,
and so on.
Scheduling Sets
For scheduling functions other than Override ATP, Order Management may perform the function on only one line or
on that line and a group of related lines. Scheduling treats the following groups as scheduling sets. For these line
groups, the scheduling activity occurs on all the lines of a set.
Assemble to Order (ATO) Models
Ship Model Complete (SMC) Pick to Order (PTO) Models
Line Sets
Ship Sets
Arrival Sets
Scheduling processes the lines of the set together and applies the rules required to honor the set. If lines are in a ship
set they will be scheduled from the same warehouse and will have the same requested ship date and ship to. They
may not have the same Shipping Method. For instance, in a PTO model or a ship set you might ship a fragile part
using one Shipping Method, and a heavy part using another Shipping Method. User created ship sets, ATO models
and SMC PTO models are all ship sets.
All lines in a user created arrival set will have the same arrival date and ship to organization. Lines assigned to an
Arrival Set within an order will be scheduled with the same requested arrival date and ship to.

Item Onhand
Submitted by Anonymous on Mon, 03/30/2009 - 18:32

Tag:

Order Management
/

Total On hand - Sum of unreserved and reserved items in inventory.

Available to transact - Sum of unreserved and soft reserved items in inventory(items against which reservation and
scheduling is done but pick confirm not)
Available to transact - Only unreserved quantity
Relationship Total On hand >= Available to transact >= Available to reserve

For the item CM11062

Total Quantity 9582
Available to Transact 9579
Available to Reservable 9574
The difference between available to reserve and available to transact exists because some of the items might be

present in a subinventory which is not reservable like stockfloor, from where transactions can be done.
We 'll put a new SO line of qty 50 and 'll verify the quantities after scheduling

Available to transact and avialbe to reserve is reduced by 50 quantity.

Total Quantity 9582
Available to Transact 9529

Available to Reservable 9524

Cancellations in Order Management

Submitted by Anonymous on Thu, 02/04/2010 - 23:33

Tag:

Order Management
/

Shipping Execution
Submitted by Anonymous on Mon, 01/05/2009 - 13:15

Tag:

Order Management
/

You can manage shipping information such as trips, trip stops, deliveries, delivery lines, containers, and freight costs
in the Shipping Transactions form. In addition, you can complete the following shipping tasks:

Pick Release
Release eligible delivery lines based on defined picking criteria.
Select the Release Sequence Rule to control the order in which picking lines are allocated to inventory.
Enter or validate shipped quantities, back ordered quantities, staged quantities, and inventory control information
for delivery lines (after pick release).

Trip and Delivery Planning

Create a trip or delivery.
Assign delivery lines to a delivery or a container.
Schedule pick-ups and drop-offs.

Ship Confirm
Assign delivery lines to trips and deliveries.
Auto-create a trip and close stops.
Ship confirm or back order a delivery.

Complete business flowupWorkflows in Quotes

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