Short cut keys in Oracle ApplicationsShort cut keys you should know:

1. F4 = To close the form.2. Shift + F5 = To copy the column above3. Shift + F6 = To copy the entire row above4. Alt + V + R + Enter = To view the concurrent manager5. Alt + V + R + N = To submit a new request6. Alt + R = To refresh the data7. F11 = To initiate a query for the field8. Control + F11 = To query the field9. Ctrl + L = List of all screens (forms)

Industrial Scenario

Overview of an Industry:• An Industry produces & sells its products• Many departments exist in an industry• There is a relationship that exists between

Customers, Organisation, Sales, Purchase, Inventory, Accounting, Shop floor (WIP), Human Resources etc.

Order Management CycleOrder Management Cycle:

Use Order Management for Processing and Shipping Orders

Use Order Management for Processing and Shipping Orders

ShippingShipping

CustomerCustomer

SalesSalesDepartmentDepartment

InventoryInventory

OrderOrder

InvoiceInvoice OrderOrder

Why Order Management is necessary ?Order management is the facility to: • Capture sales orders Capture sales orders

• Compute the price of items on order lineCompute the price of items on order line

• Complete the order by shipping the items Complete the order by shipping the items and passing the information to an and passing the information to an account receivableaccount receivable system through auto invoicing.

What Order Management does ?In short, Order Management deals on how to:1. Enter sales orders and returns2. Copy existing sales orders3. Schedule orders4. Release orders5. Create price lists and discounts for orders &6. Create reports.

What else can Order Management do ?

You can also:1. Adjust pricing2. Assign sales credits3. Record credit information4. Attach notes5. Schedule shipments6. Query item availability and7. Make reservations including selection of sub

inventories.

Note: Once created, the Sales Orders cannot be deleted. They can only be cancelled.

OM Module Interaction

The Order Management Module interacts with the following Modules:

Inventory Bills of Material Work in Process Purchasing Payables Receivables CRM Module

Sales Order Entry

Header

Lines

Sales OrderSales Order

Order Line 1Order Line 1

Order Line 2Order Line 2

Order Line 3Order Line 3

Mixed Order TypeMixed Order Type

Order Line 4Order Line 4

Order Line 5Order Line 5

Order Line 6Order Line 6

Return Line 1Return Line 1

Types of Orders 1. General sales order

When customers request supply of items

2. Back order When items are in staging sub inventory, beforeshipping, they are sent back to the sub

inventory for some reason.

3. Configure to order Assemble to the requirements of customer.

(PTO - pick to order, ATO - assemble to order, kit– kit)

Types of Orders4. Drop shipment

- Ship to customer from Supplier5. Back to back order - When items are not in our list, supplier

supplies the items to us and we send it to the customer.

6. Internal Sales Order - Sale of items between two internal organizations

7. RMA- Return Material Authorisation.

Pre Requisites for Order Management.Check if,1. GL calendar is open

(All the months and adj.month are open for error free operation)GL > Set up > Financials > Calendars > Accounting)

2. Inventory calendars of V1, M1, M2 and your orgn. calendars are open(Check if today is Sat/ Sunday. Make it working day)Tools > Build the calendar.

3. Purchase periods are open (Purchasing > Set up > Financials > Accounting > Control Purchasing periods

3. Items are available in item master and inventory organisations like M1, M2 & your organisation. (Else, add items & quantity through inv > Misc. Receipt)

General Set up TipsTips:• Setup involves several phases, including setting up other

integrated applications, which include Oracle General Ledger, Oracle Receivables, and Oracle Inventory.

• Some setup steps are optional, depending on whether you have the integrating applications installed and whether you use the associated feature.

• For example, if your business supports drop shipments, you should also setup Oracle Purchasing.

If you sell models and kits, setup Oracle Bills of Material and Oracle Selling Point Configurator.

Profile Options SettingProfile Options Setting:

Sys Adm. > System Profile ValuesResponsibility : Order Management Super user, Vision

Operations, USAProfile : OE%Find.OE: Item Validation Organisation : Vision Opns. USA

Similarly,

Responsibility : Order Management Super user, Vision Operations, USA

Profile : PO%FindPO: Work flow processing mode : OnlineThis change allows Order Management to default code and revenue account information accurately.

Profile Hierarchy • Profiles:

Profile Hierarchy LevelsProfile Hierarchy Levels

Site levelSite level

Application levelApplication level

Responsibility levelResponsibility level

User levelUser level

Profile Hierarchy

User Profile Hierarchy: User Profile options can alter the behavior of your applications to

suit your own preferences

Profile levels are in a hierarchy, where user is the highest level of the hierarchy, followed by Responsibility, Application, and at the lowest level, Site.

For example, if your Site-level Printer value is "New York", but your User-level Printer value is "Boston", you can be assured that your reports print to the Boston printer.

If you never set your own User-level option values, your user profile options assume the Site-, Application-, Responsibility-, or User-level values your system administrator has set for them.

Set ups for Order ManagementThe following set ups are required for order management:

1.Transaction types

OM > Set up > Transaction Type > Define1. Order2. Return

3. Mixed orders and returns

You can specify an order category on the order transactiontype.

The order category can be defined as order, return, or mixed

Set ups for Order Management2. Document sequence (for serial numbering)

OM > Set up > Documents > Define & Assign

The documents like Sales Order, Quote, RMA etc can be sequenced automatically and can start the initial nos. as per our wish – say, 1000, 5000 etc.

3. Modifier (to modify the price of an item)

OM > Pricing > Modifiers > Modifiers Set up

Modifiers enable you to set up:1. Price adjustments (e.g. discounts, price breaks and surcharges), 2. Benefits (e.g. free goods, coupons) and 3. Freight and special charges that applies immediately

Pre defined Modifiers are available for your information.

Set ups for Order Management

4.Qualifier (to qualify for certain condition) OM > Pricing > Qualifier Set up First set up qualifier and assign this qualifier to modifierQualifiers:Define Qualifier Groups.

OM > Pricing > Qualifier set up

An example of a Qualifier Group could be: 1. Customer must be a specific customer and 2. Order Amount is between $5000 and $10000 or 3. Order Quantity must be greater than 1000.

Set ups for Order ManagementQualifier Group Name: G_CustQualifier(T) QualifierGrouping No. : 1Context : Customer / Volume / Order etc.Attribute : Customer name / Order type / Order amount

etc.Operator : =Value from : XXXValue from meaning : XXXDate : Today’s date

General qualifiers can also be given.E.g. Promotional Discount for any customer, based on order amount.

Set ups for Order ManagementModifiers:

Define Modifiers Groups.OM > Pricing > Modifier > Modifier set up

Type : Discount listNumber : 123 (Say, any number)Name : 10% discount for …….Currency : USD(T) Modifiers summaryFill details as you wish.

Grouping Numbers:– Retain Grouping Numbers Across Qualifier Groups means:

- An entity must meet all of the conditions to qualify– Generate Unique Grouping Numbers Across Qualifier

Groups means:- An entity must meet one of the conditions to

qualify

Set ups for Order Management(T) Discounts / ChargesApplication method : Percent / Amount / Lump sum etc.Value : 5 (Say)

Incompatibility:If you do not want to modify an order or order line in combinationwith other modifiers (incompatible modifiers) then use this.

Buckets:To create cascading price adjustments, you can place modifiers intodifferent buckets

Set ups for Order Management5. Price List OM > Pricing > Price List > Price List set up

(Many price lists can be created & each time one list can be attached to a Customer) Pricing enable you to be a serious competitor where pricing plays a role. You can offer discounts from a single source rather than working with multiple products

With Pricing, you can price order lines either on lines as you enter them or in batch mode and you can automatically apply discounts.

In addition, you can override prices and discounts in each sales order

Price List

Price lists are essential to ordering products because eachitem entered on an order must have a price.

Each price list contains1. Basic list information2. Price breaks3. Pricing attributes4. Qualifiers & Modifiers5. Secondary price lists

Secondary Price Lists:If an item is not in the primary price list, secondary price listIs used

Basic Pricing Basic Pricing: Basic pricing included in Order Management enables you to:

Set up price lists and secondary lists Create static formulas Discount by percentage or amount Apply freight charges and surcharges Set up customer pricing agreements

Price AgreementPricing Agreement:Pricing > Pricing AgreementsYou can establish agreements with your customers to define theprices, payment terms and freight terms.

Types of prices on price lists:Unit price : A fixed price.Percent Price : A price which is a percent of the price of

another item.Formula : The price of an item to be a percentage

price of another price list line.Price Break : The price depends on the quantity or

range of quantity ordered.(E.g. For quantity up to 10 Pcs. price will be Rs. 50.

From qty.11 to 50 price will be Rs. 45)

Managing Customers

• Creating and Managing Customers & their profiles:

Managing CustomersManaging Customers

Assign Assign customers to customers to

profile classesprofile classes

Review customer Review customer informationinformation

Create customer Create customer profile classesprofile classes

Create customer Create customer relationshipsrelationships

Eliminate duplicate Eliminate duplicate informationinformation

Enter customer Enter customer informationinformation

CustomersCustomers:OM > Customers > Profile classesOM > Customers > SummaryYou can:

– Create customer profile classes and assign them to customers– Create and maintain customer information– Enter multiple ship-to sites for each customer– Enable related customers to establish reciprocal payment and

contract terms– Review customer information online and in reports

Note: The system will perform a search for your customer before it allows you to enter a new customer. This provides a check for duplicate customer entry.

Managing Customer Profiles• You can set credit and order limits for each customer, or

customer site with the use of profile class.– Orders go on hold automatically if they violate these limits.

• When you establish a customer, the customer processing function assigns it to the default (seeded) customer profile class.

– Note: If you want to assign the customer to a different profile class, select it from the list of values before you save your work.

General Sales Order

Situation:

When Customers requests supply of items from our organisation, we send the General Sales Order to the Customer.

General Sales Order Creation Steps

• Create Sales Order • Book Sales Order • Note the SO No. • (Pick) Release SO • Run concurrent request

(To create Pick Slip Report)

• Ship confirm • Close the Sales Order

(Run Workflow background process)

General Sales Order Creation Create & Book Sales order after checking the availability of

items in the inventory.Order Organiser > New order > Customer Select customer. Details will be seeded.(T) Line ItemsGive details.

Note the Sales Order No. (Pick) Release this particular Sales Order

OM > Shipping > Release sales orders > Release sales orders(Auto allocate, Auto Pick, Auto create delivery = Yes)(T) Order - Your order number. (XXXX)(T) Inventory – Your ware house (M1)Pick from sub inventory – Your inventory (FGI)

General Sales Order Creation Run Concurrent request. (This will generate Pick slip report)

(B) Concurrent(2 requests – Pick selection list generator & Pick slip report - will be generated. Check the Pick slip report request. View its output. Note down the Pick slip No. & Delivery No.) Check the status.Delivery line status will change to “ Picked”Additional line information > (T)Deliveries > Pick status = “Staged”

Ship confirm Shipping > Transactions Query for your Sales Order no Delivery line pick status will change to “ Staged” (B) Delivery > Actions > Ship confirm > GO Interface trip stop SRS request will be submitted

In Order Organiser, query for Sales Order. You will findLine status: “Shipped”. In addl. Information, Pick status: “Shipped”

General Sales Order Creation

Close Sales Order.- To close the Sales Order,

(Run Workflow back ground process) Alt + V + RSubmit a new request.Run request name : Work flow back ground process.(Process deferred, Process timed out, Process stuck = Yes) Submit.

- Header status is still “Booked”. This will be closed at the end of the month, when the accounts is closed for the month.

- Line status will be “ Closed”.

Drop Shipment Sales Order Situation:When Customer requests supply of item from our organisation.

We don’t have the item, but our supplier has that item.

In this case, we place a Purchase Order to the supplier asking him to

ship the item to the Customer and send the invoice to us.

Once we receive the amount from the Customer, we pay the amountto the Supplier.

In other words,Supplying an Item from Supplier’s site to Customer’s is called DropShipment. Records will be maintained in our Company regardingthis transaction.

Steps for Drop Shipment Sales Order Creation• Create Sales Order

(T) Shipping source type = ExternalSchedule ship date : To day’s date (Receiving orgn =

M1, since records will be maintained at M1)• Book Sales order. Note Sales order number.• Run Workflow background process

(This will create Purchase Requisition.) Alt + V + R Submit a new request.Run request name : Work flow back ground process

Open Order organiserQuery your order no.(B) LinesSales Order line status: “Awaiting Receipt”(B) Actions > Additional information > (T) Drop shipment.

Steps for Drop Shipment Sales Order CreationPurchase Requisition Status : Approved.

Note the Purchase Requisition No.

Auto create (PO)

Purchasing > Auto create

(B) Clear

Type your Pur.Reqn. Number > Find

Enable the Purchase requisition

(B) Automatic

Supplier : Abbot Laboratories Inc. (Say)

(B) Create

(This will create the Purchase Order automatically)

Note the PO Number.

Steps for Drop Shipment Sales Order Creation

Approve the PO. OKRefresh data.

Open Order organiserQuery your Related Purchase order no.(B) LinesSales Order line status: “Awaiting Receipt”(B) Actions > Additional information > (T) Drop shipment

Status will change to “Approved”. (If not check PO approval hierarchy and limits) Or Forward method : Direct.

• Receive items in PO receipts

(Purchasing > Receiving Transactions > Receipts)

Query for the PO No. (You will find in the Routing: Direct delivery)

Steps for Drop Shipment Sales Order CreationThis means that the shipment has already taken place to the Customer.

(B) Header This displays details of item arrival.

Close Receipt Header.

(T) Lines > Sub inventory

Choose the Receiving Sub Inventory

Choose the Line for Receipt of item.

Save.

Purchasing > Receiving > Receiving transaction summary

Query for the Purchase order.

(B) Transactions.

This will display the received and delivered transaction quantity.

Run Workflow background process …… (To close the SO)

Setting up Purchasing ApprovalsCheck the default approval hierarchy for Standard Purchase Order & Purchase requisition.OM > Purchasing > Set up > Purchasing > Document typesSelect Standard Purchase OrderForward method : DirectDefault Hierarchy : Materials(If you have changed any data, Switch over to Purchasing,Vision Operations, USA responsibility.Alt + V + R +Enter. Run New request.Run “Fill Employee Hierarchy”Ensure it completes normally)

Drop Shipment Sales Order

Terminology used here:1. BPA - Blanket Purchase Agreement2. ASL - Approved Supplier’s List.3. UN Numbers - United Nations identification numbers are

used for hazardous materials identification.

Internal Sales Order

Situation:

The Material has to be shipped from M1 to M2 due to some internal adjustments.

It means M2 becomes the Internal customer for M1.

Internal Sales OrderPre requisites:

1. Create M2 as an Internal customer for M1.OM >Customer > Standard If not create M2 as your Internal Customer.

2. Item attributes for the particular item must be Internal order enabled & Internal ordered = Yes.Inv > Items > Item Master(T) Order Management: Internal order enabled should be checked.

3. Change over to M2 organisation & define order type as Internal. Purchasing > Set up > Organisations > Purchasing options

Internal Sales Order(T) Internal requisitionOrder type : InternalOrder source : Internal

4. Change over to M2 organisation & define receipt routing as Direct Delivery.Purchasing > Set up > Organisations > Receiving OptionsReceipt routing : Direct delivery

Internal Sales Order5. Define the shipping network between M1 and M2

INV > Setup > Organization > Shipping Network Transfer type : In-Transit

FOB : ReceiptElemental visibility : Checked yes.Receipt Routings : Direct. Internal order required : Yes.

Check the inventory calendar for both M1 and M2 are open and build them.Check the workday calendar for today being the working day.

If material is not available, get the material into the M1 organization through Miscellaneous Receipt.

No Price list is required for Internal Sales Order.

Internal Sales Order6. Additional checks:

In OM > Set up > Documents > AssignCheck the active state of the sequence assignment date.Application : Oracle Order managementCategory : InternalSOB : Vision Operations, USAMethod : Automatic(T) AssignmentEnd date : NullSequence : Internal

Internal Sales Order7. Similarly, check the following:

In OM > Set up > Transaction type > DefineTransaction type : InternalOrder work flow : Order flow – GenericDefault order line type: UPG_LINE_TYPE_ORDER_1023 (B) Assign Line flowsOrder type : InternalLine type : UPG_LINE_TYPE_ORDER_1023

(Internal) / (Standard)Item type : Standard itemProcess name : Line flow – Generic Start date : Today

Steps for Internal Sales Order Creation• Create Pur. Requisition • Approve • Note Purchase Requisition number • Run request “Create Internal Sales Order”• Import Purchase Requisition into Sales Order form • Pick Release Sales Order• Ship confirm • Receive the item into the internal sub inventory• Run workflow background process

(To close the Sales Order)

Internal Sales Order Creation1. Create Purchase requisition for Internal Sales Order.

PO > Purchasing > Requisitions > Requisitions.Create the Internal Requisition for the item you created.Requisition Type : Internal Requisition.Item type : GoodsItem : XXXX ( Item defined as internal item)Destination orgn. : Boston Manufacturing. (M2)Location : M2- BostonSource : Inventory (of M1-Seatle). Source organisation : Seattle manufacturing (M1)Save.Approve. Run Requisition Summary. You will find the Requisition approved.Note the requisition number.

Internal Sales Order Creation2. Run request “Create Internal Sales Order”

This will create internal sales order.

3. Import Purchase Requisition into this Sales OrderOM> Orders, Returns > Import Orders > Order import request This will ask for the parameters to run the request. Order source : InternalRef. No. : Requisition number. Submit. (By doing this we are importing the internal requisition created into the Internal Sales Order)

Internal Sales Order Creation4. Find the Sales Order Number & note the line status.

OM > Order Organizer. Query with the requisition number & find the created Sales Order.Note the SO number.

You will find, Line status : PickedAddl. Information : Staged

_______________________________________________________Note: Order import Corrections:

You can use the Order Import Corrections window to examine the order and optionally correct data if it fails the import process. You can use the Error Message window to determine if your data failed to import.

Internal Sales Order Creation5. (Pick) Release Sales Order

Shipping > Release Sales Order > Release Sales OrderOrder No. : XXXX (Your order no.)(Auto allocate, Auto Pick, Auto create delivery = Yes)Ware house : M1Choose : (B) Concurrent / Online

(2 requests – Pick selection list generator & Pick slip report - will be generated. Check the Pick slip report request)

Internal Sales Order Creation6. Ship confirm

Shipping > Transactions. (Query for your Sales Order no.)(B) Delivery > Ship confirm > GO

Interface trip stop SRS request will be submitted.Line status: “Shipped” Delivery line status:

“Shipped”7. Receive the item in the M2 sub inventory.

Change to the Inv. Org. as M2. Inv > Transactions > Receiving >Receipt, to receive the material

8. Close Sales Order.To close the Sales Order, run Workflow back ground process

(Process deferred, Process timed out, Process stuck = Yes)Header status is still “Booked”. (This will be closed at the end of the month, when the accounts is closed for the month)Line status will be “ Closed”.

Back Order

Situation:

When the items have been “Picked” and “Staged”, due to some emergency like Order being cancelled, the staged quantity should be returned back to the inventory.

This action is called “Back Order”.

This is being done by “Back Ordering”.

Back Order

Pre requisites:

The items must have been in staging.Ensure you know the Sales Order No.

Back Order CreationSteps for Back Order creation:• First, keep the item in “Staging”.

Create a Sales Order, Book the SO, Pick Release the SO.Order organiser > Query for the SO No.(T) Lines(B) Actions > Addl. Information(T) Deliveries – will show you the pick status as “Staged”

• Next, do the Ship confirmShipping > Transactions

Back Order CreationQuery for the SO No.(B) DeliveryActions > Ship confirm > GoConfirm Delivery screen appears.Ship options = Back order all > OK.If you do Shipping > Transactions again, you will find:Line pick status : Back Ordered

You have to move the items to the sub inventory now.

Back Order Creation• Shipping > Move Orders > Move Orders

Click on the Desc field & the Move order no. will be created automatically.Transaction Type : Move order transferItem : AS54999 (Say)Qty : 1 (Say)(B) Approve

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

Return Material Authorisation

Situation:When some items are being returned from the Customer due to some reason we make the Return Material Authorisation.

Note: RMA will not work for Drop Shipment & Internal Sales Orders

Return Material Authorisation Types

• RMA with credit only–Your company issues a credit without the customer

returning the product. –Accept returns for credit by applying credits to

original invoices or creating on account credits.

• RMA with receipt and credit–Customer returns a product and receives credit.

• RMA with receipt and no credit - Your customer returns a product you sent to them on

a trial basis or at no charge, therefore they receive no credit.

Return Material Authorisation Types• RMA with repair - Your customer returns a damaged product. Your

company repairs and returns the product to the customer.

• RMA with replacement – Your customer returns a product and your

company sends a replacement product rather than issuing a credit.

Return Material AuthorisationPre requisites:

Enable items that appear on RMAs by setting the Item Attribute Returnable to Yes

Take the case of a closed Sales Order.

Steps for RMA Sales Order Creation• Open the closed Sales Order • Insert a new line in the Line item (T) Returns

Line type = Return (Receipt) / Return-Credit only, No receipt• Reason = Any reason• Save (There is no need for booking the order) • Receive the item in inventory

Inv > Transactions > Receiving > ReceiptRMA No. : Sales order number which returned

item. Receipt will be generated.

Check the Transactions Summary. You will find the item..

To cancel a Sales OrderCancellation of Orders:

You cannot delete the Sales Orders.You can only cancel the Sales Orders.

• OM > Orders, Return > Order Organiser > Find• Open Sales Order• Select Line Items which you want to cancel

(B) Actions Cancel.Give reasons for cancellation.(B) Ok..

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

• Double click Search Results to refresh.

Configurator in Order Management

Overview of Configurable Items

An item can be configured in Order Management, if its bill of materials model has a BOM Item Type of “Model.”

The BOM model defines the list of options you can choose.

The result of your choices is a Configuration. The BOM model also specifies mandatory components orincluded items that are required for each configuration. Before you can configure an item, an ATO or PTO model mustexist in BOM.

Configuration of an Item

Laptop Computer

(ATO Model)

Carrying Case(Pur Item) Mandatory

Key Board(Pur Item)Mandatory

Monitor(ATO Mutually Excusive Option

Class)

P4 Processor(Pur Item)

65 %

P3 Processor(Pur Item)

35 %

OS(ATO Mutually Excusive Option

Class)

Windows(Phantom)

20 %

Unix(Phantom)

80 %

19” Monitor(Pur Item)

60 %

17” Monitor(Pur Item)

40 %

CPU(ATO Mutually Excusive Option

Class)

Configuring an Item

You can manually configure items by choosing options directly from a model bill in OM.

You access the model bill by entering an item number and then clicking the Configurator button in the Sales Order window.

This opens a new window in which you select options to configure the item.

Terminologies ExplanationProcessing constraints:

This establishes the security of the Sales Orders by:• Setting the limits and authority for specifying when users can

change or cancel the S.O.s • Posting an instant message to user to inform of violations to

established rules• Preventing the user from saving any violation conditions

Defaulting Rules:• These are used to automatically fill in data you set up to speed

and control order entry

Terminologies ExplanationWorkflow:The Workflow engine:

– Moves orders and lines through their processing flow

Sends notifications and notification e-mails to both internal and external sources

Maintains a history of activity status Detects error conditions– The workflow monitor shows the status of each

order and order line process in both list form and graphic form

Terminologies ExplanationGSA Pricing:• Government Service Administration Pricing

Order Organiser:• The Order Organizer enables you to easily manage existing

orders and returns in your system. Using this window it is very easy to find your recent orders, orders past their requested shipment date, orders on a particular hold, or orders for an important customer

Things to Know• Process Messages:• If processing errors occur, the Process messages screen will

appear, to indicate the description of the error. (e.g. Component & component was found at multiple places in the Bill of Materials. Please supply component code information to resolve the ambiguity.)

• Pick Release handles the following: 1. Release Sequence Rules and 2. Pick Slip Grouping Rules

First define Release sequence rules and then pick slip grouping rules. Then define pick release rules as under: Shipping > Set up > Picking > Define release rules form

Things to Know• 1. Release Sequence Rules:

Shipping > Set up > Picking > Define release sequence rules

Specify the order in which eligible delivery lines are released, based on order number, outstanding invoice value, schedule date, departure date, and shipment priority.

You can also define whether you want the picking lines released in ascending or descending order

2. Pick Slip Grouping Rules:Shipping > Set up > Picking > Define pick slip grouping rules

Pick methodology : Order picking/Zone picking/Bulk picking etc.Group by : Delivery / Carrier / Customer / Item etc.For example, if you select Delivery and Carrier as grouping criteria, picking lines for the same delivery and carrier are grouped together on a pick slip.

Things to KnowContainer-item relationships:Shipping > Set up > Container load details

Define the maximum quantity of items that can be packed into a container.

E.g. Container item : Pallet (Say) Load item : AS54999 (Say)

Max. qty : 12 (Say)The number of containers required to pack the items is automatically calculated based on the container-item relationships

Terminologies ExplanationPush transaction:• A material transaction to issue component items from

inventory to work in process before you manufacture the assembly.

Pull transaction: (Back flush transaction) • A material transaction that automatically issues component

items into work in process from inventory when you move or complete the assembly. Also known as post-deduct or back flush.

• Move Orders - Between sub inventories• Inter org transfer - Between two operating

unitsShip Set: This means shipping must ship as a complete set.

Terminologies Explanation

ATP Inquiry: (ATP Check for Ship set / Arrival set)1. You can view the available quantity for the date you requested. 2. You can view the request date available to promise quantity3. The earliest date beyond the requested date that the request

quantity is available.

ReportsReports:

Reports, Requests > Run Reports

31 kind of reports can be printed.E.g. Cancelled orders report, Defaulting rules listing report, Orders / Invoice summary report, Outstanding holds report etc.

Requests:Reports, Requests > Run Requests13 kind of requests can be mad.E.g. Work flow back ground process, Auto create final assembly orders, Order import, Requisition import, Create internal Sales Order, Auto create configuration items, Calculate party totals etc.

Things to KnowInterface Managers:To activate interface managers:

– Launch interface managers (Ctrl + L)– Select the interface manager you want to activate– Tools > Launch manager– Schedule to re run the concurrent request every

30’.– Submit concurrent request– Check if the request is completed normal

Things to KnowTo increase the quantity available in your inventory organisation:

1. Choose the Inventory Organisation 2. Inv > Transactions > Miscellaneous Transactions 3. Type : Miscellaneous Receipts 4. Item : XXXX5. (B) Transaction Lines

Item: XXXXQty: 5000 (as you wish) Account: 01-580-7740-000 (Vision Operations)

Save

Things to KnowTo make the “Item Desc” meaningful for the system items instead of displaying as “X”:

Inv > Set up > Flex fields > Key > Segments. Control + F11

Go to the System Item Flex field in the Oracle inventory Application and unfreeze it and then freeze it and compile it.

This will make the “Item Desc” meaningful for the system items instead of displaying as “X”.

Things to KnowTo add items into the price list:OM > Pricing > Price List > Price list set upPrice list name: XXXX (Your price list name)Items will be seeded.(T) List linesCtrl + down arrow . (This will insert a new line)Product value : XXXX (your item from the item master)Application method: Unit priceValue : 125 (Say, your price for the item)Save.

Things to Know

Delivery documents that accompany shipment are:1. Bill of Lading2. Packing slip report3. Commercial invoice4. Interface trip stop sheet

Shipping an OrderYou have to Grant Access to the User for their role in Shipping theitems.

(Otherwise shipping may not be allowed.)Shipping Set up Grants and Roles Definition GrantsUser : Your nameRole : Upgrade role Accept all the other defaults Save

After granting the access to the user, define their role.Shipping Set up Grants and Role Definition Define Roles.

What type of data access the user can have is determined here.

Notifications

Notifications:Notifications either alert individuals to a situation or ask individuals to perform an action, for example, an approval.

Concurrent Manager

Concurrent manager: – A system’s facility that manages the time consuming, non

interactive tasks within Oracle Applications for you,

(E.g. Releasing shipments, Posting a journal entry or Running a report, the Concurrent Manager does the work for you, enabling you to work on some other tasks in the mean time)

Process Messages

• When errors occur during order processes, for example, order import and order booking, the workflow engine generates messages.

• View all of your messages in the View Messages window. Use the Find window to search them.

• View the message details in the Process Messages window and delete them or forward them

Credit Check Rules Credit check rules:

You can define credit check rules for the organisation, to be applied while booking or while picking.

Set up > Credit > Define credit check rulesCredit check level : Sales Order / Sales order lineChoose the way you want the credit check to be done.

HoldsHolds:

– Placed on order headers, order lines, customers, sites, and items.

– Stop an order anywhere in the order flow.– Removed manually at any time or automatically by setting up a

hold until (expiration) date.Applying Holds:• You can create holds that:

– Use either one or two criteria– Apply either to new or to existing orders or to both types of

orders• To apply holds, perform one of the following:

– Navigate (M) Tools and select Create Holds Source.– Click Actions and select Apply Holds.

Applying & Releasing a HoldApply a Hold to a Specific Order or Return Line:1. In the Sales Orders window, query the order or return line that

you want to hold.2. In the Line Items tabbed region, select the line you want to hold.3. Click Actions, then select Apply Hold.4. In the Apply Holds window, Hold Name tabbed region, select

Hold Name.5. Click Apply Holds.Releasing Holds:In the Remove Holds window, enter your hold search criteria.2. Select the hold you want to remove.3. Enter the release reason.4. Save your work.

To Work in Vision Operations

1. Check if. Stock, Ms. Pat is the USER in Operations ID.Sys Adm. > Security > User > DefineUser Name : OperationsPerson : Stock, Ms. Pat

(This person is given many responsibilities in Vision Operations)

2. Check the default approval hierarchy for Standard Purchase Order & Purchase requisition.OM > Purchasing > Set up > Purchasing > Document types

To Work in Vision OperationsSelect : Standard Purchase Order / Purchase

requisitionForward method : DirectDefault Hierarchy : Materials(If you happened to change any data, Switch over to Purchasing,Vision Operations, USA responsibility.Alt + V + R +Enter.Run New request.Request name : Fill Employee HierarchyEnsure it completes normally