INTERVIEW QUESTIONS (PURCHASING AND INVENTORY) Oracle apps (Oracle 11i) purchasing (PO) functional interview questions.

These are asked in different interviews HCL, Wipro, Accenture, Oracle corp, Zensar. Collected all these questions and answers. Few of these dont have answers we try to update very soon, I would appriciate if you can send the answers for those don't have answers to oraclerespository@gmail.com 1. If Purchase Invoice amount sent by the supplier is more than the PO amount and Invoice has to be passed by invoice amount only. How this can be achieved. Ans: Manually Release the hold by going into the invoice hold option. Thus how we do it in Purchasing module of oracle applications. 2. How you will hide the button Site on the Supplier master form. Ans: A restricted list of functions a user can perform. For example, two responsibilities may have access to the same window, but one responsibilitys window may have additional function buttons that the other responsibilitys window does not have. 3. When can you make payment for the supplier invoice whether at the time of receipt of material or after receiving Ans: Invoice only. 4. Payment due days if 30 days means will it be from invoice date or material receiving date. Ans: Due days calculation is based on what you set up in the PAYMENT tab window of Supplier Master form. It has Four options: 1. Goods Received 2. Invoice 3. Invoice received 4. System 5. Where do you define matching option for purchasing? Ans: This is also defined in the supplier master form under tab Control window. Two options are given as Purchase Order or Receipts. In receiving tab define whether it is 2 way, 3 way, 4 way match. 6. What is security type and Cross-validation rules.

Ans: There are two ways security can be defined. One at individual segment level and One for the entire code combination. Security type with hierarchical security / non-hierarchical / no security is defined in the value set going to be attached with the individual segment. Here you exclude the segment value which user will not see at time of transaction capturing. Where are Security rule is defined including and excluding the entire code combination which will be seen at the time of transaction and if excluded combination is selected then user define message will appear. In both the case security rule is required to be defined. Security defined for segment is assigned to your application and responsibilities. Security rule defined for application, structure and flexfield title with inclusion and exclusion. 7. How many types of Purchase Order are there. Ans: Following are types i. Standard ii. Blanket iii. Contract iv. Planned 8. What do you mean by planned purchase order. Ans: A planned purchase order is a long-term agreement committing to buy items or services from a single source. You must specify tentative delivery schedules and all details for goods or services that you want to buy, including charge account, quantities, and estimated cost. 9. What do you mean by blanket purchase order. Ans: You create blanket purchase agreements when you know the detail of the goods or services you plan to buy from a specific supplier in a period, but you do not yet know the detail of your delivery schedules. You can use blanket purchase agreements to specify negotiated prices for your items before actually purchasing them. 10. Once these two purchase orders are prepared what is the next step. Ans: You issue scheduled release and blanket release against a planned purchase order to place the actual orders. 11. What is approval hierarchy for Purchase Order. Ans: Position and Employee. If HR Module is not installed then only employee option is used Set up hierarchy for Purchasing 1. Organization. 2. Financial and Payable. 3. Payment document or supplier site for payment accounting entries.

4. Supplier and Supplier Site. Payment terms as per supplier site or purchase order if both are there then finally takes from purchase order. 12. Where do you define matching option for purchasing? Ans: This is also defined in the supplier master form under tab Control window.Two options are given as Purchase Order or Receipts. In receiving tab define whether it is 2 way, 3 way, 4 way match. 13. What happen if price is varying in PO and Invoice how you will resolve it. Ans: ==================================== 14. What posting is done at time of Receipts of material or Purchase Order match directly with Invoice without the receipt consideration. Ans: ====================================== 15. Where you will define Matching options. Is it required to define for all the suppliers or it comes as default. From where it default the setting. Ans: =========================================== 16. In purchasing Receipts of the inventory is stored at what level in Multi Org setup. Ans: =========================================== 17. Can you match invoice directly with the purchase order without matching with receipts. Ans: =========================================== 1.What is item status? Name the related table. INVENTORY_ITEM_STATUS_CODE is the Colum in table MTL_ITEM_STATUS will tell you the different status for item while you defining the item in item master form (INVIDITM). You can have different status as shown in below, also u can define your own custom status in status code form in item setups (INVSDOIS)like easyapps Active Inactive

Engineer Obsolete Phase-Out Prototype OPM Lease Production Concept Design DEM_Status Pending 2.Define steps of assigning items to an organization. Create an item in Item master from and select the template to assign the corresponding item attributes from tools menu. Now save the item. After saving the item select the organizational assignment option from tools menu for that item and organizational assignment item form popups. Now u can select the organizations from the list by ticking in check box.save the work. 3.In which table subinventory related information for item is stored? MTL_ITEM_SUB_INVENTORIES 4.What are the prerequisite set ups for interorganization transaction? Prerequisites Define an inventory item that is common to both organizations. See:Defining Items and Assigning Items to Organizations.Define at least two organizations, one of which is valid to receive material from the other. See: Creating an Organization, Oracle Human Resource Management Systems Users Guide and Defining Organization Parameters.Set up interorganization relationships and their corresponding accounts. See: Defining InterOrganization Shipping Networks. For direct transfers, if the item to transfer is under serial number control, the item must have the same unit of measure in each organization. See: Defining Items.

5.Where to define interorganization transaction charges and what are the different options? Depending on the interorganization transfer charge that applies between the organizations, a percentage of the transaction value or a discrete amount that Oracle Inventory uses to compute transfer charges.

6.What are stock locators and how to define them? Stock locators are an optional entity that may be used to represent physical locations within a subinventory. You may choose to use stock locators for selected subinventories or selected items within selected subinventories. If locators are used, subinventory and locator track on-hand balances. Therefore, if locators are defined to represent a shelf within a stockroom, on-hand balances on the system would show the item and quantity down to the physical location within the facility.U can derfine them in stocklocator from (INVSAFDH) in inventory setups. MTL_ITEM_LOCATIONS is the main base table for this locators.

7.Name the tables where the stock locator information is stored. At least two. Refer above Q.One more table is MTL_ITEM_LOC_DEFAULTS 8.What is unit of measure classes? Give atleast two examples. Name the underlying table. 9.What is the prerequisite for difining unit of measure? 10.In which tables the transaction details stored? Atleast two.

11.What are centralized and decentralized level of control of item attributes? 12.Name all status attributes. 13.Differentiate between intra & inter uom class conversion with examples. 14.Is uom maintained at master level or organization level or both? 15.Mention the interface tables for item open interface and open transaction interface and also their respective production tables. 16.Name atleast five reports in oracle inventory related to transaction ? 17.What are the prerequsites for costing transactions? 18.Which is the table for storing organization information? 19.How to get the on hand quantity of an item across all organizations? Name the underlying tables.

20.What is the purpose of standard cost update? 21.Mention the navigational steps for abc analysis. FREQUENTLY ASKED QUESTIONS -------------------------------------1. Does R11i offer decimal quantities on order lines? Yes, standard items only (not PTO or ATO items) may be ordered in decimal quantities. The decimals will display just as you keyed them in. For example, if you type in '1.5', the form will display '1.5' instead of '1.50000000'. 2. Can I enter customer item numbers? Yes, and the new item cross-reference functionality is quite extensive. However, there are no new setup forms - the application uses data that you have setup within the Product Definition Management (PDM) module (formerly Inventory). Any cross reference that you set up, whether UPC numbers, EAN, ISBN, etc. can be used in Order Management. The application uses the Customer Part Number Cross References that are set up in PDM - these use to be available only for automotive customers. When you enter order lines through the Order UI, you can enter the item by specifying any of these kinds of item identifiers. If you import orders from legacy systems or through EDI, the item can be specified using any of the item identifiers. There's a new field that's been added to the Customer and site tables that let you specify what kind of item identifiers a customer or site typically uses. This will default to the line, and then any item identifier entered on the order is first assumed to be that kind of part number. This speeds performance, it doesn't have to search all the cross references each time. Both the 'ordered item' (which can be a generic identifier, a customer part number, or the internal part number) and the actual internal item id, that it relates to, are retained on the order line. The 'ordered item' is printed on the Sales Order Acknowledgment, passed to Receivables for invoicing, and can be printed on internal reports. 3. Can the sales order form accept a customer part number or any other item cross reference number that has not been set up.

No. The cross references must be set up before the part number can be accepted. 4. Can configured items be saved as a customer specific item number? Yes. You can manually create a customer item number that cross-references to a configured item. 5. Can you associate other items (not inventory item numbers) with a customer item number? For example, one inventory part number equals many different customer numbers. And one of those customer part numbers will equal many different manufacturer's item number. No. But you can associate other item identifier e.g. UPC, EAN to the inventory item number. So, an inventory item number can equal to an UPC or EAN number and can equal to multiple customer item numbers. 6. Can these identifiers be seen on line at the order line level? Also, will I have the functionality to use many identifiers per customer or site? If so, when an order is imported, is there search capability to both the customer and the customer's site at the time of import to locate for the cross reference identifier? The order line will contain both the ordered item and the internal item. The ordered item field will always show on the line and the internal item field can be shown or hidden using folders technology. The customer or site will store the primary identifier that is used by that customer or site. This will control which item identifier is searched first when the ordered item is entered. If the ordered item isn't found in that identifier, it will then search the rest of the cross references that have been set up. As long as you have set up the cross-references, you can use multiple identifiers for a customer or site. 7. Why can't I specify a subinventory at the order line level? The functionality is available on Order Management Patchset E and beyond. The field is found under the shipping tab. You will need to use folder functionality to display this field for entry. Once a subinventory value is entered against a sales order line, the reservation for this line will only be made against this subinventory. If no quantity is available the line may still schedule, yet the reservation will not be

made -- even if within the reservation time fence days. Would advise that when performing pick release and using the ability to assign a subinventory at the sales order line that you pick release with "Prior Reservations Only" enabled. This will help to ensure that only lines with reservations are able to pick release. 8. If an order contains both order lines and returns, do separate invoice and credit notes get generated? Yes, both the invoice and credits are generated separately. Some European countries have legal requirements that dictate this functionality. 9. Does line independence apply to accounting rules, and can the independent path carry through to Accounts Receivables for invoicing and revenue recognition? Yes, accounting and invoicing rules are now at the line level and are sent from there to Receivables. 10. Will the 'Mass Change' feature allow me to reduce quantities across multiple sales orders? You can make changes across sales orders, but the quantity must be the same across all the orders. For example, if you wanted to change a quantity from 10 to 5 across multiple sales orders, this is possible. However, you are not able to reduce quantities across orders by increments. Such as, reduce all quantities by a value of 1. 11. What will the 'Mass Change' functionality allow me to change? Practically all the fields available on the header or line can be updated using Mass Change. There are constraints on the updating of fields based on their workflow status or their relationship to other lines. For the most part, Mass Change can update any field for multiple orders or lines, that a user could do manually on an individual basis. 12. When a Sales Order line, say line 1, is split (manually) - can you receive goods from the same PO which was against line 1 to the split SO line 1.1? Meaning when we split the line can we receive from the same PO without any changes to the PO? Yes

13. Does a partial receipt of Purchase Order lines result in a split of SO lines automatically? Yes 14. Can an order line not have a price list? Yes. OM still requires you to have a price list at booking. But, it is not necessary for the order line to have a Price List at the time of entry for the Pricing Engine to return a price. In addition, if you add a line to an already booked order you do not need a price list attached. The engine will find the lists for which the order is eligible and send the price and the price list name back to OM. 15. Does Order Management or Advanced Pricing allow the user to enter a separate line on an order with a negative price? There is a profile option in Advanced Pricing that allows you to enter a negative price on a price list. There is also an option in Order Management that enables you to allow net selling price to be negative. So, in OM you can have an order line with a negative price. You cannot however enter a negative price, or any price, directly onto the order line. If the requirement is to enter a price on a line, you could setup a zero price for the item, and then use a manual discount to override the price. The pricing engine will create a discount, positive or negative, for the amount to get you to the overridden price. 16. How do you view invoice details for invoiced sales order lines? In the Order Management responsibility, query on the order for which you need invoice details. Navigate to Line in question. Click on the Action button. Click on Additional Information from the LOV. When the form opens, click on Invoice Information. 17. Is there a way an Item can have text in the Unit Price field (i.e. 'No Price' or 'TBD')? You cannot enter text in the price field in Sales Order pad in Order Management or in Advanced Pricing. The price of the item (unit price) is mandatory on the Price List unless there is a formula (static or dynamic)

attached. In which case, it is possible for the unit price field to have a null value. But only numbers are allowed in the unit price field, not a text string. Order Management does allow saving a line with no price. If you do not create a Price List for this item, when the engine tries to find a price, it returns an error that no price for the item is found. In this way the field is null not zero. Or you could setup a formula for this item and have the engine return a null value. 18. Item numbers appear as 'X'. Recompile the Item Key Flexfields. There are two options to accomplish this: A) Using the Application Developer responsibility: 1. Navigate to Flexfields > Key > Segments 2. Query up the System Items Flexfield (having Application = Oracle Inventory) and click on the Compile Button to compile the flexfield. 3. Make sure that the concurrent request completes successfully. (View--requests). B) Using Order Management Super User responsibility: 1. Navigate to Setup > Financials > Flexfields > Key > Segments 2. Query up the System Items Flexfield (having Application = Oracle Inventory) and click on the Compile Button to compile the flexfield. 3. Make sure that the concurrent request completes successfully (View > Requests). 19. ONT.G Allows Item Search by Description (bug2002469) Provides the ability to search for an item by description on the Sale Order pad (?Item Description? field) where the value from the search defaults into the ?Item Description? field. This feature is extremely useful when placing an order where the customer only has a partial or complete description of the item and does not have the actual item number (customer or internal). Navigation path: Sales Order Form\Line Items Tab\Folders\Show Field\Item Description

20. Unable to enter decimal quantities in options of Models or on Models or Kits. Per the doc "Oracle Configurator Implementation Guide" section 4.5.1 explains how the profile option "CZ: Populate Decimal Quantity Flags" works. The default is NO and effects the behavior of BOM import/refresh. If set to NO, any BOM import or refresh will result in a model which will not use decimal quantities. When you change this to Yes, a BOM refresh and re-publish (if you are using publishing) are required to see the impact of changing this option. This still does not enable decimals to be passed to Order Management. Enhancement request 1674141 has been logged. 21. What does the line status of "Interfaced" mean? OM family pack H introduced the new line status of "Interfaced". The line status was introduced to distinguished between a delivery line which is shipped but the interface was deferred (status=Shipped), versus a delivery line which is shipped and the interface is NOT deferred (status=Interfaced). "Intefaced" means one of the following: a) If the delivery was sourced from Oracle OM, "Interfaced" means the delivery line is shipped and the OM Interface and Inventory Interface concurrent processes have completed. b) If delivery was sourced from an Oracle Application other than OM, "Interaced" means the delivery line is shipped and the Inventory Interface concurrent process has completed. . FREQUENTLY ASKED QUESTIONS ----------------------------1. Can I do mass reservations in 11i? Yes in OM Family Pack H or higher; the Reserve Orders concurrent program was introduced in OM Family Pack H. Please review the Oracle Order Management User's Guide (for 11.5.8 of the product or higher) to get more detail.

2. What is new for ATP and scheduling for Release 11i? Order Management delivers new functionality in the area of scheduling and reservations. Sourcing rules are defined in Oracle Advanced Supply Chain Planning to determine from which warehouse an order should ship. A new workflow activity will be available to source lines that have not been sourced at entry. A new Customer attribute is available to specify whether request dates a customer sends, represent ship dates or arrival dates. Then, as orders are entered into the system, Oracle Order Management and Oracle Planning work together to determine the time in transit to calculate, the ship date given the arrival date, or the arrival date given the ship date. Oracle Order Management now has a new feature called Auto-scheduling. This allows you to check ATP or display availability automatically, as soon as a line is entered. From the availability window, you can press a button to go to APS's Global ATP window to view availability across the global supply chain. You can set up the system to reserve the inventory at entry, if the request date is within a user-specified window of time. If the request date is further into the future, an automatic workflow process will perform the reservation as soon as the requested ship date moves within the allocation window. 3. Can a scheduled (ATP'd) sales order line be automatically rescheduled? Rescheduling for a sales order line is required due to an exception somewhere within the Supply Chain. As in past releases, a change in supply will not automatically trigger rescheduling. If some demand is scheduled against a source of supply that fails to be delivered, rescheduling will continue to be manual triggered. 4. Using Global ATP, can the sourcing rules take into account the ship-to location of the customer? Yes, one of the factors that can be used in the scoping rules is ship-to. 5. Will ATP allow for order selection by zip code or delivery code? For example, determine ATP based on all orders designated for shipment to the Chicago area.

What you can do to accomplish this, is to query order by ship-to location or address. After querying up the order, view all the order lines in the order organizer. Multi-select the order you would like to do ATP check. Specify check ATP for those selected order lines. Or, you could check with the Planning team to see if there is similar functionality in the Planner Workbench. 6. Will I be able to switch between the Arrival Date and Shipment Date as the basis for ATP? Yes, this will normally default from the customer, but the you can override this on the order line. 7. If a customer requests that an order is delivered by a specific date, as opposed to shipped by a specific date, how is the lead time calculated? Are there tables that hold typical ship lead time information? The lead time will be calculated according to your setup in the supply chain planning sourcing rule. 8. How will the ATP Server work with multiple instances? Based on the information about supply and demand from various resources (can be gathered from multiple instances), the planning engine will create plans and available information. When the request is sent via an API (information request being: 'I need this product, this quantity, on this date'), the question will be answered by the central planning server. 9. How are the quantities calculated in the autoschedule availability window? When you turn on Autoscheduling in the Sales Order form, an availability window is displayed which shows the following fields: Warehouse, Available, On Hand, Reservable, Request Date, Available Date, and Error Message. The fields pertaining to quantities are calculated as follows: Available: For ATP items = Inventory On-Hand Quantity minus outstanding demand For Non-ATP items = Quantity Requested on the order line

On Hand = Inventory On-Hand Quantity Reservable = Inventory On-Hand quantity minus outstanding reservations Navigation: OM Responsibility>Orders, Returns>Order Organizer>New Order From the menu bar, click on Tools>Auto Schedule Inventory Responsibility>Item Supply/Demand>On Hand Availability See Note 121060.1 for more detail. 10. Where can I get more information about running Data Collection? Please see the following notes: 144420.1, 116166.1, and 113657.1 11. Can I keep the Schedule Date from changing when I make certain changes to the sales order such as Freight Carrier, Ship Method, etc.? This has been approved for future release via Enhancement Request 2315131. There is no estimated date yet for release. 12. Where can I find the "Latest acceptable date" field? Does this field only affect ATP-enabled items and calculations, or is it related to all items, regardless of the ATP flag? Latest Acceptable Date is available as a Folder Field in Sales Order Pad and iti s updatable as we expect a Customer/CSR/Selling Org to decide what is the acceptable scheduling window. You can restrict access to this field. It only really affects ATP-enabled items as Non-ATP items are never scheduled by APS (Planning). 13. Can I change Schedule Ship Date to a past date? Schedule Ship date is the date planned for shipping an item. While scheduling, availability of the component is checked and this is always current date or future date. Based on the availability, schedule ship date is populated. System will not be able to check the availability in past and the schedule ship date will always be sysdate or a future date.

14. I update the request date to a past date, but Schedule Ship Date didn't change and shows as sysdate. The system is functioning as intended. Schedule Ship date is the date planned for shipping an item. While scheduling, availability of the component is checked and this is always a current date or future date. Based on the availability, schedule ship date is populated. The system will not check the availability in past and the schedule ship date will always be sysdate or a future date. 15. If schedule_ship_date is changed on an ATO model or a SMC PTO model, then the schedule_ship_date is cascaded to the options and classes. For a non-SMC PTO, a change made to schedule_ship_date on the model is not cascaded to the options and classes. . FREQUENTLY ASKED QUESTIONS ----------------------------1. What is the difference between transaction types and order cycles ? Order cycle was used in previous releases. For release 11I, Order Management started to use Oracle Workflow to control the cycles. The name of the order cycle was replaced by transaction type. Its configuration has also changed. To see more information about it you can see the Oracle Workflow Guide release 2.5 and the Order Management User Guide. 2. Can I just set up a line transaction type or do I need to set up both an order and line transaction type? You need to set up both, line transaction types (standard, return, etc.) and order types which are analogous to Order Entry order types. When you set up the order transaction type, you specify the default line transaction type for that order transaction type. 3. You have a new installation and there is no order types defined. In previous releases, the applications have seeded some standard order cycles. In release 11i, there are some seeded standard order and line flows, but you still need to create the transaction types and assign them to the corresponding order or lines flows you want to use. FREQUENTLY ASKED QUESTIONS -------------------------1. Is the order number stored in any of the Workflow tables? The order number is not stored as a separate attribute. However, for the

item type of OEOH, the ITEM_KEY is the OE_ORDER_HEADERS_ALL.HEADER_ID. And OEOL is the OE_ORDER_LINES_ALL.LINE_ID. 2. How does Workflow handle Cancellations? On a full cancellation workflow force completes the active line or header activity and transitions it to the respective close line or close header activity. The Workflow Handle Error API is used to do this. On closure the Header/Line flow status will show Cancelled. The workflow history will show that some activity was force completed and then the close activity completed. Thus ending the flow. 3. How does workflow handle holds? When seeded workflow functional activities that honor holds, come across generic or activity specific holds, they will complete with a On Hold result. They are then transitioned back, either to an eligibility activity or a wait activity. (e.g. when booking crosses a hold, it transitions back to Book - Eligible) (e.g. when Invoice Interface Line crosses a hold, it transitions to a wait activity) The Ship-Line activity is an exception to this, it remains in a notified state. 4. Can approval notifications be sent accross Operating Units and Set of Books? Yes 5. How do I modify workflow activities? To change any workflow data, you need to use the Workflow Builder. The Oracle Workflow Builder is available for Windows 98 and Windows NT. 6. How does the Order Cycles in previous releases maps to WF in release 11i? The following is the equivalences between WF in 11i and Order Cycles: Order Cycle ---> Workflow Runnable Process Cycle Action ---> Workflow Activity, Workflow Sub-process Cycle Action Prerequisie --> Workflow Activity Transitions Approval Action ---> Workflow Notification Acticity With Response 7. A difference of the Order Cycles, each order line follow its own and independent flow. Each line of the same order can use a different flow definition. 8. Do I need to create new workflow definitions in order to use a standard flow I used to have in Order Cycles ? No, the product comes with some standard workflow definitions, so the only thing you need to do is create the transaction type and assign the flow to the transaction. It is true unless you need create your own custom flows. 9. You have Wokflow Builder and want to create some standard flows, wich one of the workflow item types existing in the database are being used for Order Management? The current flows are stored using the following Item types in the database:

OM Order Header (OEOH): All order header activities and subprocesses OM Order Line (OEOL): All order line level activities and subprocesses OM Standard (OESTD): Common functions and lookups OM Change Order (OECHGORD): Change Order Notification 10. What is the difference between Automated, Deferred and Manual Transactions ? Automatic, also called synchronous execution mode is the activity that can be executed automatically by the workflow engine. Deferred is the activity setted-up to be executed by the Workflow Background Engine. An activity with cost activity higher than 50 is also been processed by the same engine. This is made in order to save on-line transaction time. Manual is the activity that need user intervention to progress. This can be made buy the Progress option in the sales order form or by a concurrent process, depending of the activity. 11. Can I change a workflow and then have an existing order follow this new workflow definition? No - the workflow tables are populated when the order is Booked. You will need to cancel any orders and re-enter them for them to follow the new workflow definition. 12. The sales order header does not close after all lines have been shipped and have closed. The header still shows 'Booked' on the Sales Order form. Ship Confirm completed successfully; the Inventory Interface and Order Management Interface log files indicate there were no errors in these processes. This is not a bug. The header level workflow process is deferred until a later date, at which time the header will progress to Closed. FREQUENTLY ASKED QUESTIONS ----------------------------1. What documents will be available in multiple languages? The Application's requirement is to Multiple Language Support (MLS) "customer-facing" documents (e.g., Sales Order Acknowledgement, Packing Slip, Commercial Invoice, etc.). To this extent, Order Management and Shipping Execution will show the MLS'ed equivalents for item descriptions. However, item descriptions in forms and other non-customer-facing interfaces will NOT necessarily pick up MLS'ed values. 2. What releases will be in the upgrade? Is it really an upgrade or is it a migration? Oracle Applications will support a full upgrade from Release 10.7 and Release 11 to Release 11i. This is NOT a "migration" via a fresh install. The complexity of the upgrade depends on your installation and what is customized. Clearly, Oracle cannot upgrade customizations. 3. Have any of the new features in R11i OM been backported to R11 or earlier?

None of the new features in R11i Order Management or Shipping Execution have been backported to R11 Order Entry or earlier. The data model changes make the effort impractical. 4. When trying to add a new customer, why are certain tabs grayed out and unaccessable? The customer tables are under a new model. OM accesses the customer data through views created by Account Receivables. These views do not allow creation or updates of all customer data. For complete access, you must use the Accounts Receivables responsibility. 5. Not able to query by Serial Number or Oranization in the Order Organizer. This functionality is not currently available in Release 11i. Currently, the user has to query the Shipping Transaction form to find the serial numbers on shipped items. Or view the serial numbers when processing an RMA which is referencing an order with a serialized line via the "Return Lot and Serial Numbers" form from the Actions menu. Enhancement request 1611078 has been submitted for review. 6. The database appears to support the older SO_% tables and the newer OE_% tables for Order Management. Does this mean that 11i is backward compatible with 11.0.2? If I populate SO_HEADERS_INTERFACE_ALL table will the concurrent process, order import, pick up the data and populate both the older SO_HEADERS_ALL and the newer OE_ORDER_HEADERS_ALL table? The SO_HEADERS_ALL table is present for those customers who are upgrading from 10.7 to 11i. The tables are there as part of the installation to facilitate the upgrade process. Also, note that the 'OE:' profile options are still accessible even though these profile options are not used in 11i. These profile options have been replaced by the 'OM:' profile options. 1. How does Workflow handle Cancellations? On a full cancellation Workflow force completes the active line or header activity and transitions it to the respective close line or close header activity. The Workflow Handle Error API is used to do this. On closure the Header/Line flow status will show Cancelled. The Workflow History will show that some activity was force completed and then the close activity completed. Thus ending the flow. 2. Why are Cancelled Order Lines displaying on the Shipping Transaction form, though the value requested field is displaying as zero? Please see note 135362.1 for the solution.

3. Why is the cancellation reason not displayed when requerying an order after you have cancelled the quantity in any of the lines in the order? The cancellation reason is not displayed on the lines tab. To view the reason you have to go to the line and Right mouse click on the line --> Additional Line Information--> Quantity History. You can see the cancellation reason in the Quantity History. 4. What SQL script is available to display cancelled lines? Metalink Note 175476.1 contains a script (OMORDRPT.SQL) to debug sales order line cancellation issues. This script will output a list showing order lines that are eligible to cancel and those that cannot be cancelled. . FREQUENTLY ASKED QUESTIONS ----------------------------1. How does the application handle configurations when copied from one order to another? To copy a whole configuration, you need to select the model and all its options/classes (using multi-select) and then invoke copy. If you select the configured item line alone for a copy, it will get copied over as an ATO item. If you select options alone, without its parents, they get copied over as standard items. If you select a class alone, without its parents, then the line will not be copied. If you select a model alone for copy, just the model line will be copied over. If Included Items alone are selected for copy, they are copied as standard items (this is to support creating lines for spares). If all the lines of a PTO configuration are selected for copy, then the Included Items alone are not copied over. The system will re-explode the included items based on the Included Items Freeze method. 2. The ship set for an ATO item on the line is breaking at Pick Release. Ship Sets are now enforced on Shipping action not on Picking.

3. I have not purchased Oracle Configurator and the configurator button on the Order Management screen does not work. Do I need to install the Configurator? To configure a PTO or ATO Model using the configurator button in Order Management, Oracle Configurator must be at least at a shared installed. To have it at a shared install, there is no additional license to be purchased. Review Note 122171.1 for installation details. . FREQUENTLY ASKED QUESTIONS -------------------------1. Can responsibility-based constraints limit access to fields and/or data viewed in a List of Values (LOV)? You can control who can change selected attributes by responsibility. You cannot control the visibility to attributes by responsibility (therefore, there may be attributes you can see but cannot change). It is possible, to define folders that grant visibility to specific attributes and have the appropriate responsibilities use those folder forms. 2. When creating Processing Constraints, you start by viewing the Record Sets. What does the Record Set really do? Record Sets allow you to group records together and check a constraint on that set of records. The logical ones are seeded. Example: One of the seeded record sets is all lines on an order. A reasonable processing constraint for this would be that you can't change the credit card number on the header if any of the lines on the order have been invoiced. Other seeded record sets include all lines in a ship set, all lines of a model, etc. . FREQUENTLY ASKED QUESTIONS -----------------------------

1. Copy Booked Sales Order (Or Return) You can copy an order at any stage in the order flow including, but not limited to, entered, booked, shipped, closed, and cancelled. The copied orders or order lines start at the beginning of their assigned workflow. Order lines cannot be added to closed orders. Note: You can determine whether to include/exclude fully cancelled lines when using the copy feature. If fully cancelled lines are included, the lines are copied over with the original ordered quantity. 2. How does copy work if you are copying an order line that contains a configured item? To copy a whole configuration, you need to select the model and all its options/classes (using multi-select) and then invoke copy. If you select the configured item line alone for a copy, it will get copied over as an ATO item. If you select options alone, without its parents, they get copied over as standard items. If you select a class alone, without its parents, then the line will not be copied. If you select a model alone for copy, just the model line will be copied over. If Included Items alone are selected for copy, they are copied as standard items (this is to support creating lines for spares). If all the lines of a PTO configuration are selected for copy, then the Included Items alone are not copied over. The system will re-explode the included items based on the Included Items Freeze method.

3. How does the Copy Order function handle split lines? You have an order with split lines. You copy the order. You notice the split lines from the original order have become new lines on the new order. Example: Orignal order has the lines:

1.1 book 5 1.2 book 5 Copied order has the lines: 1.1 book 5 2.1 book 5 The copy process treats split lines as new lines; this is functionality. If you would like for split lines to be split lines in the copied order, an enhancement request would have to be made. 4. How does Oracle Order Management copy orders with holds on the header and lines to a new order? Functinality withing Order Management that states that the copy function will only copy holds that exist on the header. It will not copy holds for the lines. This is functionality per design. 5. Can the Copy Lines tab checkbox defaults be changed? Per standard functionality there is no way to change the Copy Lines tab checkbox defaults.

6. When an order is copied using the Actions/Copy function, the order is copied and the new order is updated with the correct PO number. However, when looking at the commercial invoice and packing slip, the PO number is referencing the PO number from the original/copied order. Shouldn`t the PO number be pulled from the new order number? If you are copying the order and changing the PO number in the order header field, but keeping existing lines, those existing lines are going to retain the old po number from the copied order. When you change the po number in the header, the new po number will not cascade to any existing lines, it will only be there for any new lines added to the order. Therefore, as your order progresses through pick release and ship confirm, the packing slip and commercial invoice are picking up the po number from the delivery lines and that is why it is reflecting the old PO number.

This is intended functionality. 7. How To Copy Installation Details on a Sales Order? Oracle Order Management application does not support adding installation details to the new copied order from the order being copied. There is no design requirement for this functionality. 8. Navigate: Orders. Returns -> Order Organizer Query on an order, Go to Action Button -> Select Copy Go to Pricing Options tab There are three radio buttons: At Original Selling Price Price Partial to later add Freight Charge Re-price as of this date What should each of the three buttons of the copy orders - pricing tab do? The first option 'At original Selling Price', will keep the calculate_price_flag to Freeze and unit_selling_price and unit_list_price will remain the same on all lines of the copied order. The second option 'Price Partial to later add Freight Charge' will set the flag to partial and will still keep the unit_selling_price and unit_list_price same but the Freight charges will be recalculated. The third Option 'Re-price as of this date' will re-price the order as of the date specified on the date field. If NULL, it will be repriced as of sysdate. 9. How are promised_date and request_date handled when copying an order? Promise_Date is always cleared by COPY and will be re-defaulted based on the defaulting rule setup. Request_Date will be cleared by COPY only if it is in PAST. If it is a future date then it will be retained on the copied order/line. . FREQUENTLY ASKED QUESTIONS

----------------------------1. Will credit checking/holds now be done at the line level? In Order Management Family Pack G and higher, a new profile option "OM: Level of Credit Checking" has been introduced to control whether or not ORDER level or LINE level credit checking will be performed. By default, this profile option is set to ORDER which enables order level credit checking. The value of this profile option can only be set at the site level. 2. Will the workflow have a process to facilitate removal of credit hold if the customer pays their outstanding balance, becomes current, etc.? No, there will not be a seeded workflow activity or process in the first release of Order Management. . FREQUENTLY ASKED QUESTIONS ----------------------------1. Can Gapless orders be purged? Yes, you are able to purge gapless orders. 2. How do I know what orders have been closed and when? The seeded Close Workflow sub-process will automatically close orders at the end of the month. This is done by using the seeded Wait activity provided by Workflow. The Background Engine process processes such wait activities and the order is closed. No Log is created to indicate the Orders that were closed. You may change the seeded Wait period by making a copy of the seeded Close Workflow activity and then modify the attributes for this Wait activity. Please refer to the Workflow User's guide for more information on configuring Wait activities. .

FREQUENTLY ASKED QUESTIONS -------------------------1. When changing a header field value on an existing order, why don't my Defaulting Rules cascade the change down to my existing order lines? Defaulting Rules and conditions only control the initial defaulting into a field when the record is created. Once the field has a value, Defaulting Rules do not apply again. Unless, there are clear dependencies setup to cause a re-defaulting. The Mass Change capability may be utilized to cascade header changes down to any pre-existing order lines. 2. Can you set up a defaulting rule to apply only for a specific operating unit and not globally? Yes, this is possible. The default condition ALWAYS is a global condition and rules setup with this condition will apply to all operating units. However, users can setup defaulting conditions based on the operating unit. These defaulting conditions can be set up for a combination of operating units or separate conditions can be defined for multiple operating units. They can then be used to setup defaulting rules specific to the operating unit. 3. What is the Default Generator concurrent program used for? This concurrent program is used to generate defaulting packages. It is used internally by Order Management. Users do not need to run this program unless asked to by the developers for debugging purposes. See Note 122094.1 for more detailed information. 4. Why when I try to access the Defaulting Rules form in Order Management (Nav= Setup-Rules-Defaulting), I get the following error: FRM-47023: No such parameter named G_QUERY_FIND exists inform OEXDEFWK. Answer: Please review Note #122758.1 on Metalink for information on how to avoid this error. 5. What is the purpose of the Defaulting Generator?

Answer: The Default Generator makes sure that any changes you made to your Defaulting Rules are activated and they take affect the next time you call them during Order Management (or other applications). You need to run the Default Generator after each time you make any changes to your Defaulting Rules in order for those changes to take affect. How to run: 1. Requests/Single Requests 2. LOV & select "Defaulting Generator" 3. Application = Oracle Order Management 4. Level = (Select the appropriate level) 6. What is an Entity in Order Management? Answer: An 'Entity' in this context is a group of related attributes that roughly correspond to a table or a form in Order Management. So we have 'entities' of Order Header, Order Line, Order Price Adjustment, Line Price Adjustment, etc. Entities correspond to 'blocks' in the old SVRS. 7. What is an Attribute in Order Management? Answer: An 'Attribute' is a field or column that belongs to that entity. Therefore, the 'ordered unit of measure' is an attribute of the 'Order Line' entity. Attributes correspond to 'fields' in the old SVRS. When you query up the Defaulting Setup form for a particular entity, you'll see a list of all the attributes for which you can define defaulting rules. As in Order Entry, you will not be able to define defaulting rules for descriptive flexfields, since their defaulting is controlled by AOL's flexfield routines. 8. What are Conditions in Order Management? Answer: 'Conditions' are rules you set up that will control when a particular group of default sources will be looked at. You define one or more 'condition validation templates' based on whatever common business rules you may have. You define one or more of these condition templates per entity, and then you can use them over and over for the attributes of that entity. For example, you might set up a condition template for all return lines, or another one for all internal order lines. The ALWAYS condition is seeded for each entity. If you are

defining a set of Conditions and using them in rules, be sure to place the ALWAYS condition last in the Precedence for Defaulting Conditions. 9. What are Sources of defaulting information? Answer: 'Sources' are places where values can be defaulted from. Defaulting Rules provide a variety of sources that you can use in building your defaults. Most of them will be familiar to users of Oracle Order Entry. 10. How do I control changes to defaulting values? Answer: In Order Entry SVRS, there used to be two checkboxes on each rule line where you could control changes to an attribute. You could check whether or not to allow users to override a defaulted value (Override Allowed) and you could control whether the rules should re-default over user-specified values (Override User-Specified Values). These checkboxes often were viewed to be confusing and to operate inconsistently. Order Management's Defaulting Rules solved that problem by getting rid of those checkboxes. Instead, you control who can change data (and when) using the new Processing Constraints framework, regardless of how or whether an attribute was defaulted. In addition, you have the ability when you define Processing Constraints to indicate that you want the system to be able to update an attribute, but a user cannot make changes. The only time that Defaulting Rules result in a change to an existing attribute on an entity is when that attribute has a dependency on another attribute that has been changed. 11. I am upgrading to release 11i, do my Standard Value Rule Sets get upgraded to Defaulting Rules? Answer: Because of the magnitude of the changes to the fundamental architecture between SVRS and Defaulting Rules, the decision was made to not upgrade any user-defined SVRS. Defaulting Rules have been seeded that provide equivalent functionality to the R11 seeded SVRS. There is a good table in Appendix E of the Oracle Order Management R11i User's Guide that lists all attributes of the Order Header and Order Lines entities, and what the seeded defaulting rule is for each of those attributes.

Users of Order Entry who created their own Standard Value Rules or customized the seeded rule sets will need to carefully review the logic behind their changes or customizations, and create equivalent Defaulting Rules for the attributes affected. Typically a user will need to create Conditions corresponding to their particular business need, and then create Defaulting Rules using those Conditions for the necessary attributes. 12. Is it standard functionality that the warehouse is copied from the top model to all child lines? Answer: It is a standard functionality that we copy the warehouse from the top model to all child lines. For a SMC (Ship Model Complete) model we mandate that all lines in the model has same warehouse. For a non-SMC model it can be a valid requirement to have different warehouses for different lines. 13. When making revisions to the header level of a sales order, these revisions are not reflected on the line level and do not print on the Sales Order Acknowlegement, Pick Slip or PackSlip. If we change any field on the header (Shipping Instructions, Bill to, etc...)and then we requery the order and open the line level, the revisions are not reflected here and the revisions do not print out on the concurrent requests. It appears that the reports pull data form the line level of the sales order and that is why the revised data is not printing, so we need to find out why the revisions are not propogating to the line level of the sales order. Answer: This is an excerpt from 'Using Defaulting Rules in Oracle Order Management': Defaulting vs. Cascading In Order Management, a clear and unambiguous distinction has been made between 'defaulting' and 'cascading', which will cause behavior different from what we have become used to in R11 Order Entry. In OE, defaulting and cascading were intermixed, making it sometimes difficult to predict what might happen when an attribute at one level was changed. In OM, the defaulting logic will come into play only when the record is initially created (when you click on a new

record on the form) , or when an attribute upon which this attribute is dependent is changed. Cascading, on the other hand, means replicating the value of an attribute down To lower level entities. We do not perform cascading in Order Management. If you want to change the value of attributes on existing rows, you need to use the new mass change capability, where you multi-select the rows you want to change, and then change them. So what does this mean in real life? Heres an example. Assume you have a defaulting rule set up to default a line-level attribute such as Ship Method from the header to the line. You create an order with several lines and use Ship Method A for the header (and therefore the lines). Then you want to change the ship method to Ship Method B. Changing this attribute at the header will result in any subsequent new lines getting Ship Method B defaulted onto them. The existing lines that have Ship Method A will not get changed to B as a result of your changing the header attribute. You will need to use mass change to do that. The good news is that the user has explicit and unambiguous control over what lines get changed. This is the intended functionality of the defaulting rules. Please feel free to review this document via Metalink. Go to Technical Libraries->OM Suite: Order Management ->White Papers.

14. When upgrading from 10.7 to 11i how are the 10.7 Standard Value Rule Sets migrated or upgraded to the Defaulting Rules which are used by 11i Order Management? 11i uses Processing Constraints and Defaulting Rules instead of Standard Value Rule Sets and there are no conversion scripts. Rule sets, processing constraints and defaulting rules are totally different entities and one does not convert to the other. Sign on to Metalink and migrate to: Technical Libraries > ERP Applications > OM Suite:Order Management > White Papers > "Using Defaulting Rules in Oracle Order Management" for information on Defaulting Rules. . FREQUENTLY ASKED QUESTIONS -----------------------------

1. What are the Item Attributes that affect Drop Ship orders? Inventory: Transactable Purchasing: Purchased, Purchasable, List Price (must be entered) Receiving: Receipt Routing set to Direct Order Entry: Customer Ordered, Customers Enabled NOTE: Only standard items can be drop shipped. Kits and models cannot be drop shipped at this time. 2. How do I drop ship across operating units? Release 11i does not currently support this functionality. 3. How are over/under shipments handled in drop shipment? If part of a drop-ship line ships and you do not wish to fulfill the remaining quantity, cancel the line. If the quantity shipped is less than the quantity ordered, the sales order line will be split into two lines. The first line will display the quantity shipped and the second line will display the backordered quantity.Over-shipments must also be handled manually. If the supplier ships more than the ordered quantity, you can bill your customer for the additional quantity or request that they return the item. Use the Sales Order and Purchase Order Discrepancy Report to view differences between your drop-ship sales orders and their associated purchase requisitions and orders. 4. When the Requisition Import parameter 'Initiate Approval after Import' is set to 'No', the requisition still gets imported in an approved status. Why is this? The Purchase Release program in the OM module ignores the setting of this parameter. When it is populating the data in the po_requisitions_interface table the field authorization_status is hardcoded with the value 'APPROVED'. Thus in the case of drop shipments, the requisition always gets imported in an approved status. The reason for this is because the sales order has already been 'purchase released'. 5. Did any drop-ship functionality change from R11 to R11i? In R11i drop shipping is Workflow enabled. The OM Order Line Workflow calls the 'Create Supply - Line' process. This process has a function called 'Branch on Source Type' which will detect an item with a Source Type of 'External' and set the line to a 'Purchase Release - Deferred' status. Then when the Workflow Background processor picks up the line, it will initiate the Purchase Release process to write the records to the interface table. After the Requisition Import is successfully run, the sales order line status will change to 'Awaiting Receipt'. Another big change in R11i is in the way locations are maintained. You no longer need to define a separate Purchasing Location for each customer Ship-To location, as was necessary in R11. Purchasing now uses a view a the

HZ and HR tables to derive the locations. 6. How can I view the Purchasing information for a drop ship order? After the requisition import successfully pulls in the data from the PO_REQUISITIONS_INTERFACE_ALL table, and creates the internal requisition, this information is available from the Sales Orders form as follows: Select the sales order line with the externally sourced item and hit Actions -> Additional Line Information Select the Drop Ship tab to view the data 7. Does the Purchase Release concurrent program still exist? Yes, this program can be run from the Orders, Returns -> Purchase Release menu. If there are holds which prevent the order from progressing through the Workflow normally after the order is booked, these holds must be manually released. Then the externally sourced lines can be sent to Purchasing by running the concurrent program. Alternatively, you can use the Actions -> Progress Order button to push the lines through to the PO_REQUISTIONS_INTERFACE_ALL table for Requisition Import to pick them up. FREQUENTLY ASKED QUESTIONS ----------------------------1. Why don't charges appear in my List of Values on the order header? Freight and Special charges are setup in Pricing and they are not seeded. Users will need to define there own. These charges can be setup as Automatic or Manual. If they are setup as Automatic, they will get applied to the Order/Line when pricing is done for that Order/Line. But, the Manual charges won't get applied automatically, they will be available for the user to apply. Unless there are some Manual charges defined in Modifier Setup in pricing, they won't be available for the user to apply. Setup some manual charges in Pricing and define the LEVEL as ORDER and keep the AUTOMATIC FLAG as false. They will be available on the Order when the Order is repriced. 2. Why is are the freight charges being passed to AR at the header level? In R11i Order Management (OM) you can add freight charges to the order line at order entry. However these charges are passed to Receivables (AR) as header level freight. The invoice interface

populates the individual freight lines in RA_INTERFACE_LINES_ALL, but the link_to_line_attribute columns are not populated, causing Autoinvoice to accumulate the charges into a header level charge on the invoice. This is standard functionality. When passing charges through invoicing, OM does not populate the link_to_line_attribute columns in RA_INTERFACE_LINES_ALL. This causes the charges to be treated as header level charges, and not associated with the lines. . FREQUENTLY ASKED QUESTIONS ----------------------------1. Where can I find documentation on the Pricing Integration Interface? Documentation can be found on Metalink in the following manuals: Oracle Order Management Suite APIs and Open Interfaces Manual - Release 11i Update to Chapter on Oracle Pricing Open Interfaces Oracle Manufacturing APIs and Open Interfaces Manual, Volume 1, Release 11i, page 10-1 (Part Number A83748-01). 2. In 10.7 and 11, when I changed the price list on the order header, the prices on the line changed. How do I accomplish this in 11i? For release 11i each line can have a different price list. The price list from the header is used as a default for the line only. Once the price list has been assigned to the line, changing the header level will not affect the line's price list or selling prices. Please review the Line Mass Changes in the Oracle Order Management User's Guide (page 2-8) . FREQUENTLY ASKED QUESTIONS -------------------------1. How do you reprice an order?

With the order open, click on the Actions button. You can then select Price Order. 2. Can I restrict an item on a price list by customer or by customer type? In Oracle Advanced Pricing you have the ability to assign qualifiers to a price list. A qualifier could be set up that excludes a certain customer from receiving that price list. However, in this release we do not have the ability to assign a qualifier at the price list line level, thus there is no way to restrict a customer from receiving a specific item on the price list, you can only restrict this customer from receiving the whole price list. 3. Can the same item be priced differently if sold as a standard or configured item (e.g. Item A cost $10 if sold separately and $5 if part of a configuration)? Oracle Advanced Pricing does not differentiate if an item is part of a configuration or not. Currently, a price list line must be unique on a price list for the combination of item number, UOM, and pricing attributes. Therefor, you could use an attribute to differentiate that an item is to be used for configuration. For example you could define the item as follows: Product Attribute Value UOM Pricing Attribute Price ----------------------- --- ----------------- ----Item A EA NULL $10 Item A EA Configured Item $5 With Oracle Advanced Pricing, you can have the attributes entered onto the order by the user or source attributes at the time of pricing by using the Attribute Mapping feature. If the engine is told to look for the attribute Configured Item at the time of pricing, it will choose the price list line for Item A as $5. 4. Can an order line not have a price list? Yes. OM still requires you to have a price list at booking. But, it is not necessary for the order line to have a Price List at the time of entry

for the Pricing Engine to return a price. In addition, if you add a line to an already booked order you do not need a price list attached. The engine will find the lists for which the order is eligible and send the price and the price list name back to OM. 5. Do Price Lists keep a history of changes made? Pricing does not keep a history of price list changes. However, the user can manage this via effectivity dates. Pricing has effectivity dates at the line level on the price list. Users can inactivate prices when the price changes and create a new price for the new line, for the same item and attributes. In this way they can maintain a history of prices. 6. From the Price List form (Price Lists>Price List Setup), is it possible to query up lines from multiple price lists? In the first release (11.5.1), you can only query up Price List lines from a single price list, not across price lists. For a future release (not yet determined), the product will be enhanced to include this functionality. A workaround would be to use formulas. You then would only need to manually maintain the prices on the base price list. Advanced Pricing would then calculate dynamically at the time the engine looks for the price. 7. Will Order Management or Advance Pricing have the ability to update the price of a single item across multiple price lists, or do a mass price adjustment for a group of selected items, again across multiple price lists? Advanced Pricing in 11.5.1 does not provide the ability to update the price of a single item across multiple price list. However, it does provide the capability to adjust prices at group levels of customers and items. For many customers, that capability sharply reduces the need for mass maintenance. Advanced Pricing disconnects discount modifiers from price lists, and allows both price lists and discounts to be defined as applying to customer groups, item groups or item categories as well as at the customer or item level. A wide variety of groupings are possible. Many of users will find that they can reduce the number of different price lists required because they can define price lists that apply to particular groups. After several discussions with customers who where concerned about mass maintenance, it was found that when they really understood how Advanced Pricing really works, their level of concern decreased. Therefore,

this option should be reviewed and thoroughly discussed where mass maintenance is a concern. A true mass maintenance capability (e.g. the ability to update the price of an item across multiple price lists, modifiers, etc) is scheduled for a future maintenance release of 11i. 8. In Release 10 and 11, when a price list was copied, the effectivity dates were not copied. Is this functionality available in Release 11i? In Release 11i you have the option to copy the effective dates at the Price List Line Level to a new price list. The Price List Header effectivity dates do not copy. But, you do have the option to put new effectivity dates on the Price List Header. . FREQUENTLY ASKED QUESTIONS -----------------------------

1. Does the functionality to return more than I shipped exist? No, you are only able to return the quantity fulfilled on the order line. 2. When processing an RMA to Oracle Receivables, will the original price be used if the item price amount has changed? You have two options of pricing when doing an RMA: A. Price as of current date. B. Retain original price. If you choose this option, the price information is taken from the original order line. So the price that was on the line at the time of invoice, is the price that will be credited. There is not a call made to the engine. 3. Does Order Management (OM) and iPayment support credit card RMA's? OM does not support credit card RMAs right now. 4. Where and how are serial numbers entered on RMAs?

On the Sales Order form, after you have entered the header and line information, click on the 'Actions' button. >From the LOV choose 'Return Line Lot/Serial Numbers'. This will allow you to enter the Quantity and Serial Number range. NOTE: If the RMA references sales order lines with serial numbered items, the system will not validate the serial number selected from the LOV against those on the sales order lines. There is a documentation bug on this, 2348861. 5. If an RMA is processed correctly but when it goes through the approval cycle it fails. However, the RMA does not get cancelled. You look at the notification response and it is received but the notification is closed and the OEOH item_type associated with the order has a result of 'FAIL' but the workflow process stops at 'Approval Failed' in the subprocess 'Approve Return Order'. The RMA will not get cancelled. This is functionality. You will have to cancel the order manually. 6. How can I run the RMA interface in Order management? You cannot run the RMA Interface manually. It is an API, therefore, done in the workflow background. 7. Can we retain the same line numbering when creating an RMA for an ATO Model? When we create the RMA all items become Standard Items and no longer retain the MODEL attributes. So it is not possible to retain the line numbers. But we retain the sequence for the lines (check the fix for bug 2226940). 8. When doing a return for an ATO Model, we see in the LOV both the Top model and the newly configured item are available for return. Why? The TOP Model Line is not shippable but has a price on it to generate the credit. But the Configured item is shippable and is the one which is received as a RMA in the Warehouse but it has no price on it. So it doesn't generate the credit. It acts as a fulfillment (pre-condition) for issuing credit on TOP model line RMA.

9. Why is the Return Activity Form blank after a return is received? Per Bug:1643411, the Additional Line Info > Return Activity will show data for the Outbound line against which the Return is created. This screen won't show information for a Return Line. So query the Order/Line against which the RMA is created and go to Additional Line Info -> Return Activity. You will see the details about the return lines for that outbound line. When a return is created from an outgoing order, and that order is received, the receiving activity appears on the Return Activity form of the original order (the one you copied from). . Move Order FAQ ----------------------------Q1. What is a Move Order transaction? A1. Move Order is a request for a subinventory transfer or an account issue also known as an account transfer. Move Orders allow planners and facility managers to request the movement of material within the warehouse or facility for replenishment, material storage relocations and quality handling, etc. For all Move Orders the final result will be one of two supported transactions: subinventory or account transfer. Subinventory transfer transactions may still be initiated without utilizing the Move Order function if desired. Q2. What Move Order source types are available? A2. There are three Move Order source types: A. Move Order Requisition Generated by: * Manually generated request inside Inventory Navigation Inventory->Transactions->Move Orders The requisition is a manually generated request for a Move Order. May optionally utilize the approval processing - the requisition can

optionally go through an Oracle Workflow approval process before it becomes a Move Order. If no approval process is used, the requisition becomes a move order immediately. B. Replenishment Move Order Generated by: * Kanban Cards when pull sequence calls for subinventory transfer (intra-org Kanbans) * Min Max Planning Report planned at the Subinventory Level * Replenishment Counts Replenishment Move Orders are pre-approved and ready to be transacted. C. Wave Pick Move Order Generated by: * Sales Order picking * Internal Sales Order picking The Order Management pick release process generates move orders to bring material from its source location in Inventory to a staging location, which is defined as a subinventory. In other words, a subinventory transfer. Wave Pick Move Orders are pre-approved and ready to transact. Pick slips can also be generated for these Move Orders from Inventory with the release of the Oracle Order Management module. Q3. What are the components of a Move Order? A3. The Move Order has three components: *Move Order Header: Order Type Default Source Order Number Default Destination * Move Order Lines: Item Source Project/Task Destination Request Qty Completed Qty * Move Order Line Detail: Item Destination Details Lot/Serial/Locator Quantity/UOM Source Details

Move Order Header - Oracle inventory uses the Move Order header to store the Move Order source type which refers to the entity that created the Move Order. An Order could be a pick wave, sales order pick, a replenishment type (Kanban, Min-Max, Replenishment Count) or a requisition. The Move Order header also stores the default source and destination location in the event of a subinventory transfer, or an account in the event of an account transfer. The header also stores the Move Order number and the requested date. Move Order Lines - Move Order Lines are the requests on a Move Order. They store the item, requested quantity, completed quantity (for partially fulfilled Move Order), a source and destination if known. The Move Order lines also include any project and task references, if the organization is project manufacturing enabled. Move Order Lines Details - Move Order Lines Details contain the information necessary to fulfill a particular request line. For instance, the material locator, lot or serial control information will be contained at the line detail level. These details are automatically populated by Oracle Inventory when picking rules and item transaction defaults for destination locators have been setup, or the user can manually fill in the details. It is highly recommended that the item transaction defaults feature be set up in Release 11i: Inventory->Setup->Transactions->Item Transaction Defaults

Q4. What is the basic process flow of a Move Order Requisiton? A4. The Move Order process deploys the following steps: * Create the Move Order for required material. You can manually create the requisition or it may be automatically generated at Pick Release, Kanban Replishment, Min-Max or Replishment Count reports. * Approve the Move Order if required. There is a seeded Oracle Workflow for Move Order Approvals. If approval is required then the Item Planner must approve the Move Order Lines. All automatically generated Move Orders are created with an automatic approval. If you do not desire to require approvals in your Inventory Organization for manual Move Order Requisitions then you must set your Time Out period parameter to '0' and the Time-Out Action parameter to 'Approve'. Navigation: Inventory->Setup->Organizations->Parameters Choose the Inventory Parameters Tab.

* Detail the Move Order. Detailing is the process that uses Oracle Inventory picking rules to determine where to source the material to fulfill a request line. The detailing process fills in the Move Order Line Details with the actual transactions to be performed and allocates the material to the Move Order. You should not detail a Move Order too soon in the business process because the detailing process for a Move Order creates pending transactions and removes that quantity from an availability picture. Detailing should not be done until you are ready to print a pick slip and actually move the material. * Print a pick slip if desired or push the Move Order Line Details to mobile devices for transaction through the Move Order API - Move Orders INV_Move_Order_PUB. * You are now ready to transact the Move Order. You can transact all the order lines at once or one detail line at a time as the items are moved. If you transact less than the requested quantity, the Move Order will stay open until the total quantity is transacted, or the Move Order is closed or cancelled. Q5. What new tables, forms or profile options are used with the Move Order function? A5. TABLES MTL_TXN_REQUEST_HEADERS MTL_TXN_REQUEST_LINES FORMS Move Orders (INVTOMAI) This form allows you to create and approve Move Orders by specifying items, source and destination locations, quantities and other order information. This form includes the following windows: Find Move Orders Move Order Header Summary Move Order Lines Summary Transact Move Orders (INVTOTRX)

This form allows you to transact Move Orders and to view and update sourcing information. This form includes the following windows: Find Move Order Lines Transact Move Orders Transact Move Order Line Details

PROFILE OPTION TP:INV Move Order Transact Form This profile option allows the Move Order transaction mode to be set as either online, background or concurrent request. . FREQUENTLY ASKED QUESTIONS -------------------------Q1. What indicates that the interface managers are running? A1. In the Inventory responsibility screen go to : Setup/transactions/interface managers The four Interface Managers are displayed Check to make sure the status of each is 'Active' Q2. How can they be started? A2. In the Inventory responsibility screen go to : Setup/transactions/interface managers Click on the transaction manager to start Click on the "Special" menu then select "Launch Manager" Resubmit options are: AT: For a particular time Interval: To launch periodically {minutes, hours, days, months} Never: Submits only once Then press "Submit" button. Q3. The managers keeps going inactive, why? A3. In the Inventory responsibility screen go to : Setup/transactions/interface managers Click on the transaction manager to start Click on the "Special" menu then select "Launch Manager" Use the resubmit option as "Interval" Choose "5 Minutes" This will allow the manager to be resubmitted every 5 minutes.

If they are going inactive, then they are probably set only to submit once. Q4. Why do the Interface managers never get past "Pending" status? A4. The Interface managers are launched and stay in "Pending" mode. During the resubmit period of time set for that transaction manager, it will check to see if there are requests ready to process. If so then a new process called "Workers" will then be launched by the transaction manager. These requests will finish as a normal request while the transaction manager will stay in "Pending" mode. To see this go to: Help/View my requests Query for "Worker" in the "Program name" column. Here the "Worker" processes will be shown. Q5. Error message "APP-05647, remote call failed because no manager was available". What does this mean? A5. Typically this indicates that a concurrent manager is not running. Check to make sure the concurrent managers are running: Sysadmin/Concurrent/Managers/administer Check the "columns for "Available" and "Target" for the Inventory Manager and the Remote Procedure Manager. They should have a number that is equal for each manager. If not, then deactivate and then activate the manager where these numbers are not equal. Then retry the transaction. Q6. Performance problem with the interface manager. It will work indefinitely on processing 5000 records for importing. How can this be corrected? A6. Development has recommended that batches be broken up transaction batches of 200 for best performance. Q7. If the interface managers resubmission time has been changed why do they go back to intial settings? A7. The settings are created during the initial launch of the managers. Any changes afterward will launch once at that time interval, but then will reflect back to the initial settings made on the original launch. This is the way they were designed to work. Item Setup FAQs Q. Once an item is assigned to an organization, is it possible to remove this association at a later time? A. If you have assigned an item to an organization, it can only be deleted from that organization if the item has NOT been transacted. If it has been transacted against you cannot delete the item from the organization.

See the Oracle Inventory User's Guide. You can, however, make the status of the item "inactive" on the main region of the Item Define form INVIDITM in 'Item Status' field. This will prevent users from transacting against the item although the item will continue to be included in LOV's. --Q. How do you setup Unit of Measure for an item? A. When transacting an item, it will always default to the defined Primary Unit of Measure, so if you need to use another UOM, you must select it from the List of Values when you transact it. This implies that you want the Primary Unit of Measure to be that which is used most often and which is likely to be the smallest unit of that type of item. Once you have set the primary UOM for an item, it CANNOT be changed. --Q. How do I change an item's locator control method once I have transacted against it, for example from No Control to Prespecified? A. You cannot change this attribute if there is onhand quantity for the item. You must first perform a miscellaneous issue of all quantity. Then the attribute can be changed and once the locator(s) are set up, you can perform a miscellaneous receipt to receive the quantity back into a specified subinventory/locator. --Q. How do I change an item's Unit of Measure? A. You CANNOT change the UOM for an item once the UOM is assigned to the item. The suggested solution is as follows: If the item has not been transacted you can delete the item and then re-add it with the correct UOM. If the item has been transacted and has no outstanding orders, purchase orders or WIP jobs you can do the following if approved by your management. 1. Rename the existing item '123' to '123-Bad UOM' and save the item. Any prior history for item '123' will now be associated with item '123-Bad UOM'. 2. Add a new item '123' with the correct UOM. --Q. How do I delete an Item Template I no longer use? A. Suggested steps to follow to delete unwanted Item Templates: 1. Navigate Setup: Items: Templates - Find Item Templates form appears. 2. Click on the LOV, and select the Item Template that is to be removed. 3. Click the [Find] button on the Find Item Templates form. The Item Templates Summary form appears, with the Item Template selected.

4. Click the [Open] button on the Item Templates Summary form, and the Item Templates form appears. 5. From the menu, select Edit Delete Record, then select Action Save and Proceed. 6. Close the Item Templates Summary form. Be careful not to delete Item Templates you may need again as they are not retrievable once deleted. --Q. Is there a way to create custom item attributes? A. No but you can create and define the descriptive flexfield for this form. This will allows you to associate additional data with an item such as an attribute. See the Oracle System Administrators Users Guide and the Oracle Flexfields Manual for information on creating Descriptive Flexfields. --Q. Why does the application prompt you for Organization when you enter the Master Item form for the very first time even though you have only one Master Organization. A. Once you setup a Multi-Org environment and you enter the form for the first time, there is the possibility there can be more than one Master Organization. The application therefore prompts you for an organization which is then used to determine the Master Organization associated with it. In other words, you are choosing the Master Organization by choosing one of the Orgs that belongs to it. --Q. How do you change the control level for item attributes from master level to organization level for example. When I try to change this in the Attribute Control Form, I get the message: frm-40200: field protected against update. A. First change value of the field called "status" to "not used". You should then be able to change the control level of the attribute from master level to org level. Make sure and change to status back to what it was before the change and save the record. --Q. How do I inactivate an item? A. On the Master Item Form (Inventory->Items->Master Items), change the item status field to "Inactive" or any another defined status which disables all attributes that make an item usable (stockable, shippable, orderable, etc.). The "Inactivate" status comes pre-seeded with the Application and is for this purpose. --Q. What characters can I use in an item name (including special characters)? A0. The only hard fast rule is not to use the character designated in the segment

delimiter for the System Item Flexfield. Also, you will not be able to enter any characters not allowed by the valueset associate with the flexfield. It is recommended that you avoid the use of any char that can be used as a delimiter to avoid future problems. It is best to not use special characters like #@%& if at all possible as these may have a negative impact down the road. Some characters, like percent (%), underscore (_), and pound(#), have special meaning when performing queries by form as do the query operator characters (=!><). --- Q. Can you have multiple Unit of Measures for an item? A. This is not currently supported in Oracle Inventory but is being considered for future releases. --- Q. Can you change the costing enabled and inventory asset flags on an item that has already been transacted against even if there is no onhand quantities for the item? A. Yes, you can change the flags. If you are changing the flags from checked to unchecked you will receive a warning that the associated cost records will be deleted alerting you that the Cost of Goods will not be calculated any longer for transactions of this item. In effect what you are doing is changing the item from an asset iem to an expense item. If you are changing the flags from being unchecked to checked then a database trigger will fire and cause cost records to be added for this item. There is no warning that is given. --- Q. When I create a new item, and choose to assign to All orgs, the application allows me to even though some of those organizations are restricted to my responsibility. Is this the way it is supposed to work? If I assign in an Organization by Organization fashion, I am not allowed to assign to the restricted organizations. A. The situation described is standard functionality. Even if a responsibility has limited access to a certain number of organizations, the "Assign to All Organizations" check box will assign the item to all orgs, not just the ones limited to the user's responsibility. --- Q. How do you tell that an item is an expense item or asset item? A. Navigate to the Organization Items form: Inventory->Items>Organization Items. Query up the item in question. Change to the "Costing" alternative region. The value of the "Inventory Asset Value" flag determines this. If checked, the item is an asset item. --Q. Is there a way to delete or disable an item revision once entered? A. There is no way to delete a revision nor is there a way to disable it. It must remain there for historical data. An enhancement request has been logged for this issue (BUG 351543) and has been approved for user vote by Oracle User Group members. The suggested workaround is to create a new item, transfer any Quantity onhand from the old item to new item and delete the old item. The only down side is you will lose some transaction history. FREQUENTLY ASKED QUESTIONS -----------------------------------------------Q. What is multi org architecture? A. The multiorg architecture is meant to allow multiple companies or subsidiaries to store their records within a single database. The multiple Organization architecture allows this by partitioning data

through views in the APPS schema. Multiorg also allows you to maintain multiple sets of books. Implementation of multiorg generally includes defining more than one Business Group. Q. How can I know if I am using multi org? A. Run the SQL statement: select multi_org_flag from fnd_product_groups; The result 'Y' means your database is setup for multiorg. Q. What are the relationships I can define in a multi org environment? A. You define the relationships among inventory organizations, operating units, legal entities, Business Groups, and sets of books to create a multilevel company structure: . Business Groups separate major segments of a business. Each can have it's own set of books. Each Group will also have a structure of other organizations classifications assigned to it. Legal Entities post to a Set of Books Operating Units are part of a Legal Entity Inventory Organizations are part of an Operating Unit Inventory Organizations define and maintain items used by other manufacturing modules (Order Entry, Purchasing, MRP, etc.). They also collect and pass data to the Financials modules. Q. I want to setup additional organizations, do I have to setup multiorg? A. No, you do not need to setup multiorg. You do not have to be multi-org to have multiple organizations only if you intend to have multiple sets of books. Q. Is there any documentation on how to setup an organization? A. Refer to "Oracle Manufacturing Implementation Manual" part#A50765. Refer to "Multiple Organizations in Oracle Applications" part#A58478 for Release 11 and part#50771 for Release 10. Also refer to note 76440.1 for Organization setup steps. Q. When my organization hierarchy changes, can I move an organization from one set of books or legal entity to another? A. No, you should not try to move an organization from one set of books or legal entity to another because your data may not be valid for the new set of books or legal entity. Instead, you should disable the old organization and create a new organization for the appropriate set of books or legal entity. The new organization will contain your new data, and the disabled organization will act as an "old" or "history" entity that stores past transactions. Q. How can I setup a child org to be its own costing organization? A. Steps:

 Change the attribute control for "costing enabled" to organization level Change the attribute control for "inventory asset value" to organization control Then you can make a child organization it's own costing organization by entering the organization name in the column labeled "Costing Organization" Q. How can I define organization restriction? A. Use the Organization Access form (INVSDORA) to restrict the list of organizations displayed for each responsibility level. Refer to Oracle Inventory User's Guide for steps and important notes. **WARNING** If you populate any rows in this form, you MUST populate a row for EACH responsibility that you wish to have access to that Organization. Q. What responsibility do I need to use to setup organization? A. Use the General Ledger responsibility to define the Set of Books Use the Inventory Responsibility to define Organizations and other related information such as Inventory Key Flexfields, Locations, Workday calendar, other Organization Classifications, and other inventory information. Q. What are the main profile options relating to Organization setup and what are they used for? A. HR:User Type = HR User This is necessary to allow the Inventory responsibility to complete the organization setup. Setting the profile to a value of 'User' as opposed to 'Payroll & User' will restrict the Inventory user from accessing any Payroll information if Oracle Payroll is installed. HR: Business Group = {the users Business Group name} This points the responsibility to the appropriate Business Group. When multiple Business Groups are defined, you must associate each responsibility with one and only one Business Group. A responsibility can not see organization data from more than one Business Group. MO: Operating Unit = {the users Operating Unit name} Used primarily in a multiorg environment. This points the responsibility to the appropriate Operating Unit. Set the site level to the desired default operating unit. If there is more than 1 Operating Unit Defined, this profile option must be set at the responsibility level for each responsibility. FREQUENTLY ASKED QUESTIONS ABOUT PHYSICAL INVENTORY ---------------------------------------------------

CONTENTS

-------1. Why am I getting a FRM-40735 error when I enter a Physical Inventory Description? 2. Why can't I generate blank tags for my Physical Inventory? 3. Why can I enter invalid locators on my Physical Inventory Tag Counts? 4. Why can I see voided Tags on my Physical Inventory Adjustment Report? 5. Why do I see asterisks on my Physical Inventory Adjustment Report? 6. When can I purge my Physical Inventory?

QUESTIONS & ANSWERS ------------------Q1. Why am I getting a FRM-40735 error when I enter a Physical Inventory Description? A1. -----The DESCRIPTION you choose for your Physical Inventory cannot be greater than 50 characters.

Q2. Why can't I generate blank tags for my Physical Inventory? A2. -----Choose "Blank" as the Tag Type, and then decide how many Blank Tags you will need. Enter your Starting Tag and Ending Tag Numbers, and then the digit increments. The easiest way to define digit increments is to use only the character "1". It is suggested you define a larger digit increment than you may need, so unexpected Blank Tags can be printed later in the Physical Inventory, if needed. Example: You decide you will need 75 Blank Tags, and your digit increment is defined as 1111. Your Starting Tag Number will be 0001 and your Ending Tag Number will be 0075.

Q3. Why can I enter invalid locators on my Physical Inventory Tag Counts? A3. ------

This is designed functionality. You are doing a stock count on ACTUAL physical goods, and by design, Oracle allows all subinventories and locators, even though they may not exist on a pre-defined list. Pre-defined list can be created in /Inventory/Setup/Organizations/Stock Locators form. If Locator Control in /Inventory/Items/Organization Items or Master Items form Inventory alternative region is set to Predifined, you will need to have your locator created in Stock Locators form first. Physical Inventory allows entry of practical counts, and if this is restricted to a pre-defined list, then actual count and location will not be accurately recorded. However, items in invalid locators cannot be transacted on. To correct this, define the new locator as a valid combination after completing the Physical Inventory. You can then transfer the items to another locator, and disable the new locator, or simply leave the items where they are.

Q4. Why can I see voided Tags on my Physical Inventory Adjustment Report? A4. -----If you void a default tag which has a valid Stock Keeping Unit (Item Number) then all quantity for that location is changed to zero. The Tag shows up on your Adjustment Report because an adjustment (to zero) was made for that location.

Q5. Why do I see asterisks on my Physical Inventory Adjustment Report? A5. -----This commonly happens in the adjustment column of the Report. The asterisks indicate that that values are too large for the column view (Overflow Condition). Have someone with SYSADMIN responsibility navigate to: PROFILE-> SYSTEM-> INV: Dynamic Precision Option for Quantity on Reports. You will find the value set at -999,990.0000. Simply removing the comma will all for larger numbers in the adjustment quantity column. *** Note: Please do this first in a test environment.

Q6. When can I purge my Physical Inventory? A6. -----You can purge a physical inventory only when all adjustments for all tags have been approved and the adjustments have been launched. . PURPOSE ------Revision/Lot/Locator/Serial Control FAQs

LEGEND -----Q - Question, A - Answer, i.e. Q1 = Question 1, A1 = Answer 1

Q1. What are the possible values for current_status for the serial numbers in the mtl_serial_numbers table? A1. 1 - Defined but not used 3 - Resides in stores 4 - Issued out of stores 5 - Resides in intransit 6 - Pending status

Q2. What does it mean when you have a serial number in the mtl_serial_numbers table with current_status = 6? A2. If the status is '6' there are pending transactions for this serial number in mtl_material_transactions_temp table. Or your system terminated abruptly and assignment never was completed.

Q3. What is the precedence of Locator Control? A3. Locator control at the organization level overrides locator control at

the subinventory level, and locator control at the subinventory level overrides locator control at the item level. Q4. How do restrict subinventories and locators for items for transaction purposes? A4. You need to default the Subinventory and Locator both. To assign items to subinventories and locators: 1. Navigate to Inventory Setup -> Organization -> Subinventory 2. Query on the subinventory you want to assign an item to. 3. Choose the Item/Subinventory button. The Item Subinventories window appears. 4. Enter an item to assign to the subinventory. Note: You restrict an item to the subinventory you assign here by setting the Restrict Subinventories attribute when you define the item. 5. Enter locator to assign to the item in the subinventory. Note: You restrict an item to the list of locators you define here by setting Restrict Locators attribute when you define the item. This will allow the locator assigned to the item to be the default locator when you perform a miscellaneous receipt, for example. If you assign more than one locator to an item, a list of values of the locators will appear for you to choose from. Q5. How do I load item revision history? A5 If you are loading only one revision per item you do not need to populate the table mtl_item_revisions_interface. All you have to do is put the revision in the column revision of the table mtl_system_items_interface. If you are loading more than one revision per item then you need to do the following: 1. You must use the item_number column in the

mtl_system_items_interface table. The value of the item_number must equal the concatenated segments(n) of the item being imported plus the segment separator. 2. Do not populate the revision column in the table mtl_system_items_interface. 3. Populate these rows in the mtl_item_revisions_interface table: process_flag = 1 transaction_type = ?CREATE? set_process_id = 1 organization_id = master org revision effectivity_date implementation_date item_number = (Must match the item_number in the mtl_system_items_interface table) 4. Each row in the mtl_item_revisions_interface table must have the revision and effectivity_date in alphabetical (ASCII sort order) and chronological order. The revision format must match the starting revision in the Organization parameters. In other words if the starting revision is 00A then the revision columns in mtl_item_revisions_interface must match this format (00A, 00B, etc.). Q6. What is necessary to change the locator control options. A6. To change the locator control options you must make sure that there are no quantities on hand at whatever level you are trying to change the control. (i.e. if you are trying to change the locator control option at the subinventory level, then that subinventory must not have any quantity onhand for any item.) Q7. How do you setup transaction default subinventories and locators for items for transaction purposes? A7. You need to default the Subinventory and Locator for both. To assign items to subinventories and locators: 1. Navigate to Inventory Setup -> Transactions ->

Item Transaction Defaults 2. Enter item you want to set a subinventory. 3. Choose the Default type: Receiving or Shipping. 4. Enter the subinventory. Note: This will ensure that Oracle Order Entry will display information when shipping item. Oracle Inventory will display information when receiving item. 6. Change region to Locator. 7. Follow steps 1 through 4 and then enter the locator. . Frequently Asked Questions for Demand. ===================================================== Q1. How to release demand from mtl_demand table for cancelled lines and orders that are still showing up on the MDS as Demand. A1. Go to Metalink and download and apply patch number 964893. This patch has been created to fix some demand-related data corruption caused by some bugs which have already been fixed in latest release of the Oracle Order Entry application. The script fixes the following corruption: 1. Outstanding Demand/Reservation against a "Completely Cancelled" Order Line. 2. Outstanding Demand/Reservation against a "Closed" Order Line. 3. Child Reservations that exist even though Parent's Demand has been set to 0. 4. Duplicate records for Order No., Order Type and Order Source combination that exist in MTL_SALES_ORDERS table. 5. Order Demand that exists without a Parent in MTL_SALES_ORDERS table.

Although use of this script is NOT harmful, yet, it's recommended that client applies latest available patchsets to fix root causes of these Demand corruption.

Please check the Readme file for Special Instructions. Q2. How to release records stuck in MTL_DEMAND_INTERFACE table with error_code=0, line_item_uom=SD and action_code=null.

A2. Run the Close Orders Program from Order Entry.These records are created after Supply_Demand inquiry, creating line_item_uom = SD The Close Orders Process (Order Entry) will delete records from mtl_demand_interface table only if the corresponding lines are closed. Please check if the lines are closed and reset. The Close Orders Process, once the order/lines are closed, looks in to MTL_DEMAND_INTERFACE table for records that are marked to be deleted, or for the records that are matching with the closed lines. Check whether the order/lines are closed by the Close Order program or not. There may be some other reason like active holds on the lines which is causing the line not to close. If you can not find any reasons (holds, etc) for these records, such records can be safely deleted. You need to run the following Script: Delete from mtl_demand_interface where (action_code is null and line_item_uom = 'SD') or error_code=0;

Q3. When do demand or reservations get released? Sales Orders are completed and Inventory Interfaced, but the sales still show in the Supply/Demand Form. Why?

A3. Demand/Reservations and On hand Quantities Relationship: 1. Order Entry runs the Inventory Interface (OEVMAI) for the corresponding sale

order, and will insert a record into the MTL_TRANSACTIONS_INTERFACE table (Inventory table). 2. The Transactions Manager (INCTCM) will submit the transaction worker to process the records written to the MTL_TRANSACTIONS_INTERFACE table by (OEVMAI). If those records pass the required sequence of events, then the records will be moved into the MTL_MATERIAL_TRANSACTIONS_TEMP table. The transaction worker is called to process the records. If the records pass the validation process, then the INLTUQ will update the MTL_ONHAND_QUANTITIES table to reflect the current on hand quantity, at the same time a record will be inserted into the MTL_MATERIAL_TRANSACTIONS (Inventory History table) and will show the corresponding transaction type. At this point your Demand and Reservations should be released from the MTL_DEMAND table. Please run a query for the corresponding Item Number using the Item Supply/Demand form to confirm that the demand and reservations for those particular sales order has been released. This form also will give you the Current On Hand Quantity and Available Quantity. Navigation path: From Inventory Responsibility, On Hand, Availability/ Item Supply Demand/enter the item number and select all subinventories. This will bring up the Item Supply/Demand Form. SCOPE & APPLICATION ------------------All customers, support, and consulting personnel. Oracle Support Corporation E-Content Project FAQ for Available to Promise Q1. Doing an ATP check and it fails with APP-5649 ON FORM INVDVATP A1. Please apply Patch 1083935 ATP check end with error APP-5649 Remote call failed due to a time out. Ensure to relink INCTM and all objects. Q2. INVDVATP Does not take into account the quantity of a PO. A2. Bug: 593537 The parameter 'Include Discrete MPS' has to be set to 'No' for the ATP to show the quantity. The logic behind this is as follows: When a PO is created the quantity information is stored as a supply source

(to_org_quantity in mtl_supply table with supply_type PO) This PO source might possibly get consumed by MRP (if installed) and MRP will come up with MRP quantity and a schedule. (mrp_primary_quantity in mtl_supply table) If MRP is installed as well as If "Include Discrete MPS" is set to "Yes" then ATP logic uses MRP resultant quantity for supply source. else ATP Logic uses to_org_quantity which is same as PO Quantity. Now as soon as you have the PO created the PO quantity would be whatever you have ordered and MRP resultant quantity would be null (0). Hence the ATP is getting you 0 qty. You need to run the Forecast consume process under MRP to consume the planned receipts (In this case this PO). So until the MRP relief process is tun, the MRP quantity is not reflected in the supply table and hence it is zero. Please run the \nav\mrp\forecasst\consume process and then run ATP. This should give you the anticipated results. Q3. ATP RULES ARE BEING CREATED BY SYSTEM [Release 10.7] A3. Review of Note: 2122177.6 states the following: The records in the table MTL_ATP_RULES with created_by values as 0 ( zero ) are generated by the system. Please do the following to resolve the problem : 1. Delete these records with following SQL Statement by logging into SQL*PLUS : SQL > DELETE FROM MTL_ATP_RULES WHERE CREATED_BY = 0; SQL > COMMIT ; FAQ Details Q1. What is the difference between 'Accrue On Receipt' and 'Accrue at Period End'?A: Accrue On Receipt means that when a receipt is saved, accrual transactions are immediately recorded and sent to the general ledger interface. This is also known as "online" accruals. Accrue at Period End means that when a receipt is saved, the accrual transactions are not immediately recorded and sent to the general ledger; instead, the accounting entries are generated and sent at the end of the month by running the Receipt Accruals - Period-End Process.All items with a destination type of either Inventory and Outside Processing are accrued on receipt. For items with a destination type of Expense, you have the option of accruing on receipt or at period end. Q2. Why are expense items typically accrued at period-end, and why are inventoryitems always accrued on receipt?A: One should accrue on receipt if perpetual inventory is adopted to facilitate reconciliation between inventory valuation reports and accounting entries. Expense items typically are not accounted for on a daily basis, and most companies find it easier to account for and reconcile these expenses at month-end rather than at the time each individual expense is incurred.When both inventory and expense items are accrued on receipt, the following problems may be encountered:A) Receiving inspection balances will include both inventory assets and expenses, so at the end of the month, they

will need to be manually reclassified.B) The number of entries needed to research and reconcile the perpetual A/P Accrual Account(s) becomes significantly increased. Since the expense receipts could double the number of accrual accounting entries to process, the Accrual Reconciliation Report could take twice as long to run. The amount of time required by your staff to research any discrepancies would also increase. 7 . Development will not be providing a script which will remove or inactivate the old profile option. The application does not offer the ability to inactivate or remove profile option values. To resolve the issue, either of the other two values (the second and third as mentioned above) in the list of values can be used for the profile option and users should then be able to approve a purchase order. Q4. How do I identify Document Manager failures while Approving a Document? A: To identify the document manager error number, please look at the attribute DOC_MGR_ERROR_NUM in the wfstat log provided. DOC_MGR_ERROR_NUM VALUE - MEANING:1 Document Manager Timed Out (It is taking more than 180 sec to complete the activity). Bounce the Database and Restart the PO Approval Document Manager. 2 Document Manager is Down. Please restart the PO Approval Document Manager.3 Exception in the Code. In this case look at SYSADMIN_ERROR_MSG attribute for more details. Check MetaLink for known exceptions. Q5. What do I do when I get a Document Manager Failure Notification? A: For customers on Family Pack and above: 1. A new item type POERROR is created for handling the error process in case of any document manager related issues. 2. The following workflow attributes are defined with implementation specific values. (These need to be set in POERROR wf) DOC_MGR_WAIT_RELATIVE_TIME - amount of time processes will have to wait before getting picked again. (default 0) RETRY_COUNT - number of attempts to get document manager for approval (default 0) TIMEOUT_VALUE - amount of time for notification to automatically close itself. (default 0) SYSADMIN_USER_NAME - application user (typically system administrator) who can receive notifications for document manager related errors in status 1 and 2. (MUST BE SET BY CUSTOMER TO A VALID USERNAME) 3. The workflow background engine always needs to be running for the POERROR item type. The interval between document manager retries is dependent on the following factors - attribute DOC_MGR_WAIT_RELATIVE_TIME - work flow background engine wait period Irrespective of the approval mode, there has to be separate workflow background process for the POERROR item type which will "poll" those processes to complete their "wait" periods and get picked for processing again. Once the background engine is started, it will try to approve the document again. Users are not sent any notifications for status 1 and 2 errors. Status 3 errors are reported to the user and not to the system administrator. Q6. What is the title of the executable file that represents the Document Approval Manager, and where is it located on the server?A: The executable file that contains the code for 'PO: Document Approval Manager' is POXCON. This file can be found on the database server in the $PO_TOP/bin directory. For a Windows NT environment, the file will be named POXCON.EXE and the FIND FILE tool should be utilized to locate it. Q7. Is it necessary to have the Document Approval Manager running, and how many target processes should be available?A: Yes, it necessary for the PO Document Approval Manager to be running in order for the approval process to complete. The number of target processes should be greater than or equal

to the number of processors in the database server (actual processes). Number of Target Processes => Number of Processors on Server (actual process) Q8. How does the Document Approval Manager get restarted?A: The Document Approval Manager gets restarted on the Administer Concurrent Managers form, using the following steps: Responsibility: System Administrator Navigation: Concurrent -> Manager -> Administer - Locate the PO Document Approval Manager. - In the Status column, you should see something saying the manager is not running. To reactivate the PO Document Approval Manager: - Click on the line containing the PO Document Approval Manager - Click the Deactivate button. - Close and reopen the form. - Locate the PO Document Approval Manager and click on the line - Click on the Activate button. The PO Document Approval Manager should now be restarted. NOTE: The Internal Manager must be running for this process to work. If it is not running, the DBA or System Administrator must restart the Internal Manager first.Q1. Does autocreate copies descriptive flexfields from the requisition to the document you create? A: Yes, but it does not validate the information. For example: If in the requisition desc flex is not mandatory and in the purchase order it is mandatory, autocreate will not error out. It will just copy as is. Q2. Does autocreate copy Notes from the requisition to the document you are creating?A: Yes, Notes are copied from the requisition lines and the corresponding requisition header. Q3. What are the columns on which autocreate combines the requisition lines into a single document lines?A: For purchase order, Purchasing combines the quantities of all requisition lines that have the same item, item revision, line type, transaction reason, and unit of measure onto a single document line. For RFQ?s, quantities of all requisition lines that have the same item, revision, and line type are combined. Q4. What price becomes the actual price in case multiple requisition lines with different prices are combined to single PO line?A: The lowest unit price from the combined requisition lines becomes the actual price of the purchase order line. Q5. What are the columns based on which Shipping information is combined in case of autocreate? A: For purchase orders and releases, Purchasing combines shipment information only if the requisition lines have the same need?by date, ship?to location, organization, Accrual type (period?end or on?line), and shipment type Q6. Does autocreate add to an existing PO shipment that has been encumbered? A: Purchasing does not add to an existing purchase order shipment if that shipment has been encumbered even though all the grouping columns necessary to combine shipping information are there. Q7. What can be done to open the created document directly once autocreate is done successfully?A: Set the profile option PO: Display the autocreated Document to Yes, Purchasing displays the Purchase Orders, Releases, or RFQ window, as appropriate, after creating your document lines. Q8. Can requisition line with item number and without item number [one time item] be combined to single document line in autocreate?A: If you want to combine two requisition lines for the same item, one with an item number and one without, you have to manually autocreate the document and use Modify on the Tools menu to add the predefined item to the requisition line for the one?time item. Note: You cannot use Modify with outside processing items or if you are using encumbrance or budgetary