Download - Order Management Dropship

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Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 2

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Doc ID 740966.1

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We suggest you review and bookmark the following

KM Document in My Oracle Support:

Note:1279531.1 How To Process Drop Shipments

For Standard Items [Video]

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The following is intended to outline our general product

direction. It is intended for information purposes only, and

may not be incorporated into any contract. It is not a

commitment to deliver any material, code, or functionality,

and should not be relied upon in making purchasing decision.

The development, release, and timing of any features or

functionality described for Oracle’s products remains at the

sole discretion of Oracle.

Safe Harbor Statement

Oracle Advisor Webcast

Inventory Drop Shipments

Jean-Claude Nguyen, James Spaith, Steve

Cooper, Veena Raina and Binh Nguyen

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 6

Objectives

To provide general overview of Drop Shipment Process

To demonstrate Drop Shipment Process for Standard Items

To provide basic understanding of the data flow from Order

Management and Purchasing into Inventory

To discuss table mapping for those modules or products affected

To provide basic troubleshooting techniques for Drop Shipment orders

stuck in MTL_TRANSACTIONS_INTERFACE and other tables

To discuss on a high level some of the diagnostics used by Oracle

Inventory Support to troubleshoot stuck Drop Shipment orders, and to

understand the process

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7

Agenda

• General Overview of Drop Shipments

• Basic Requirements

• Demo For Drop Shipment Process

• Drop Shipment Data Flow

• Drop Shipment Table Mapping

• Recommended Diagnostics for Troubleshooting

• References and Additional Information

• Q & A

In this presentation we will discuss the following topics:

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 8

General Overview Of Drop Shipment Process

Drop shipping functionality enables you to take an

order from your customer and fulfill it directly from your

supplier’s site. Order Management enables you to

enter drop ship sales orders and lines for standard,

model and kit, and configured items, although you

currently cannot perform a drop shipment for Ship

Model Complete (SMC) PTO’s.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9

General Overview Of Drop Shipment Process

You can receive orders for items that you do not stock or for which you lack

sufficient inventory, and have a supplier provide the items directly to your

customer. The benefits of drop shipping include:

No inventory is required

Reduced order fulfillment processing costs

Reduced flow times

Elimination of losses on non-sellable goods

Elimination of packing and shipping costs

Reduced inventory space requirements

Reduced shipping time to your customer

Enables you to offer a variety of products to your customers

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 10

General Overview Of Drop Shipment Process

When processing drop shipments for orders, you can:

Optionally receive an electronically processed Advanced Shipping

Notices (ASN)

Automatically perform logical receipts upon notification of shipment

Perform Drop Ship for both make and buy items, and automatically

default the source type of External for order lines which need to be

drop shipped

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11

General Overview Of Drop Shipment Process

The supply and demand details for drop ship orders

are not visible to Oracle Planning applications.

Therefore, it is recommended that you associate

separate logical (dummy) organization for shipping

drop ship orders; the logical organization should not

be included in your planning processes.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 12

General Overview Of Drop Shipment Process

It’s not uncommon to see companies use drop ship items

in normal inventory organizations. This is fine as long as

the company is not using MRP or Min-Max. The reason

for this is because Min-Max and MRP are designed to

consider all supply as expected increases in on- hand

quantity while in actuality, supply tied to drop ship orders

will increase the on-hand quantity and then the on-hand

quantity will immediately be decremented for the quantity

received.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13

General Overview Of Drop Shipment Process

Since this ‘false’ supply can throw MRP and Min-max off for

the quantities listed on drop ship purchase orders, it’s

recommended that drop ship inventory organizations are

created entirely separate from non-drop ship inventory

organizations. The Order Management User’s Guide

mentions that drop ship organizations should be ‘logical’

inventory organizations; which can be translated to say

drop ship orders should only be conducted in drop ship

inventory organizations.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 14

Demo For Drop Shipment Process for Standard Items

– Basic Item setup and required profiles

– Drop Shipment Order Flow

1. Enter an order for drop ship item

2. Book the order

3. Run Requisition Import

4. Create a purchase order from the requisition

5. Approve the purchase order

6. Receive against the PO and create Sales Order Issue

7. Demonstrate some common problems and troubleshooting techniques

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Live Demo

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1

OEXOEORD.fmb

Sales Orders

Create/Book

Source Type = External

Work Flow Background

Process

FNDWFBG

wfengs.pls & wfengb.pls

Requisition Import

REQIMPORT

pocirm.oc & pocis.opc

Create Release

PORELGEN

porgcon.sql

2

3

4

POXBWVRP.fmb

Auto Create Purchase Order

POXPOEPO.fmb

Approve Purchase Order

5

RCVRCERC.fmb

Purchase Order Receipt

RCVOLTM

RVCTP or RTP

Sales Order Issue

Inventory

Transaction Manager

INCTCM

Inventory

Transaction Worker

INCTCW

Drop Ship Flow Diagram for Items – Note 1279531.1

The data flow for the inventory

transaction manager/worker can

be found in Note 74477.1

LEGEND

User/Action

Form

Button

Package

Table

Annotation

1 to Many

Relationship

1 to 1

Relationship

Data Flow

OE_ORDER_HEADERS_ALL

HEADER_ID (PK)

ORDER_NUMBER

OE_ORDER_LINES_ALL

LINE_ID (PK)

HEADER_ID

PO_REQUISITION_HEADERS_ALL

REQUISTION_HEADER_ID (PK)

SEGMENT1 (Requisition Number)

PO_REQUISITION_LINES_ALL

REQUSITION_LINE_ID (PK)

REQUISITION_HEADER_ID

OE_DROP_SHIP_SOURCES

DROP_SHIP_SOURCE_ID (PK)

HEADER_ID

LINE_ID

REQUISITION_HEADER_ID

REQUISITION_LINE_ID

PO_HEADERS_ALL

PO_HEADER_ID (PK)

SEGMENT1 (PO Number)

PO_LINES_ALL

PO_LINE_ID (PK)

PO_HEADER_ID

OE_DROP_SHIP_SOURCES

DROP_SHIP_SOURCE_ID (PK)

HEADER_ID

LINE_ID

PO_HEADER_ID

PO_LINE_ID

MTL_SUPPLY

PO_HEADER_ID

PO_LINE_ID

PO_DISTRIBUTIONS_ALL

PO_DISTRIBUTION_ID (PK)

PO_LINE_ID

RCV_TRANSACTIONS

TRANSACTION_ID (PK)

RCV_SHIPMENT_HEADERS_ALL

SHIPMENT_HEADER_ID (PK)

RECEIPT_NUM

RCV_SHIPMENT_LINES_ALL

SHIPMENT_LINE_ID(PK)

SHIPMENT_HEADER_ID

PO_DISTRIBUTIONS_ALL

PO_DISTRIBUTION_ID (PK)

PO_LINE_ID

PO_LINES_ALL

PO_LINE_ID (PK)

MTL_SUPPLY

PO_HEADER_ID

PO_LINE_ID

MTL_MATERIAL_TRANSACTIONS

TRANSACTION_ID

MTL_RESERVATIONS

RESERVATIONS_ID (PK)

OE_ORDER_HEADERS_ALL

HEADER_ID (PK)

OE_ORDER_LINES_ALL

LINE_ID (PK)

MTL_MATERIAL_TRANSACTION_TE

MP

TRANSACTION_TEMP_D (PK)

MTL_TRANSACTIONS_INTERFACE

TRANSACTION_INTERFACE_ID (PK)

MTL_MATERIAL_TRANSACTIONS

TRANSACTION_ID (PK)

MTL_RESERVATIONS

RESERVATIONID (PK)

MTL_ONHAND_QUANTITIES_DETAIL

INVENTORY_ITEM_ID

ORGANIZATION_ID

SUBINVENTORY_CODE

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17

OE_PRICE_ADJUSTMENTS

PRICE_ADJUSTMENT_ID

(PK)

HEADER_ID

LINE_ID

OE_DROP_SHIP_SOURCES

DROP_SHIP_SOURCE_ID

(PK)

HEADER_ID

LINE_ID

REQUISITION_HEADER_ID

REQUISITION_LINE_ID

PO_HEADER_ID

PO_LINE_ID

PO_DISTRIBUTIONS_ALL

PO_DISTRIBUTION_ID (PK)

PO_HEADER_ID

PO_LINE_ID

RCV_TRANSACTIONS

TRANSACTION_ID (PK)

PO_HEADER_ID

PO_LINE_ID

SHIPMENT_HEADER_ID

SHIPMENT_LINE_ID

MTL_MATERIAL_TRANSACTIONS

TRANSACTION_ID (PK)

INVENTORY_ITEM_ID

ORGANIZATION_ID

SUBINVENTORY_CODE

TRANSACTION_SOURCE_ID

(PO_HEADERS_ALL.PO_HEADER_ID

MTL_SALES_ORDERS.SALES_ORDER_ID)

TRX_SOURCE_LINE_ID

(OE_ORDER_LINES_ALL.LINE_ID)

RCV_TRANSACTION_ID

(RCV_TRANSACTIONS.TRANSACTION_ID)

SOURCE_LINE_ID

(OE_ORDER_LINES_ALL.LINE_ID

RCV_TRANSACTIONS.TRANSACTION_ID)

TRANSACTION_REFERENCE

(OE_ORDER_HEADERS_ALL.HEADER_ID)

MTL_SYSTEM_ITEMS_B

INVENTORY_ITEM_ID (PK)

ORGANIZATION_ID (PK)

MTL_SALES_ORDERS

SALES_ORDER_ID (PK)

SEGMENT1 (SO Number)

MTL_SUPPLY

PO_HEADER_ID

PO_LINE_ID

ITEM_ID

MTL_RESERVATIONS

RESERVATION_ID (PK)

INVENTORY_ITEM_ID

DEMAND_SOURCE_HEADER_ID

(OE_ORDER_HEADERS_ALL.HEAD

ER_ID)

DEMAND_SOURCE_LINE_ID

(OE_ORDER_LINES_ALL.LINE_ID)

MTL_PARAMETERS

ORGANIZATION_ID (PK)

ORGANIZATION_CODE

Drop Ship Flow Table Mapping for Items MTL_TRANSACTIONS_INTERFACE

TRANSACTION_INTERFACE_ID (PK)

INVENTORY_ITEM_ID

ORGANIZATION_ID

SUBINVENTORY_CODE

TRANSACTION_TYPE_ID = 33

TRANSACTION_SOURCE_ID

(MTL_SALES_ORDERS.SALES_ORDER_ID)

TRX_SOURCE_LINE_ID

(OE_ORDER_LINES_ALL.LINE_ID)

SOURCE_LINE_ID

(OE_ORDER_LINES_ALL.LINE_ID)

TRANSACTION_REFERENCE

(OE_ORDER_HEADERS_ALL.HEADER_ID)

MTL_MATERIAL_TRANSACTIONS_TEMP

TRANSACTION_TEMP_ID (PK)

INVENTORY_ITEM_ID

ORGANIZATION_ID

SUBINVENTORY_CODE

TRANSACTION_TYPE_ID = 33

TRANSACTION_SOURCE_ID

(MTL_SALES_ORDERS.SALES_ORDER_ID)

TRX_SOURCE_LINE_ID

(OE_ORDER_LINES_ALL.LINE_ID)

SOURCE_LINE_ID

(OE_ORDER_LINES_ALL.LINE_ID)

TRANSACTION_REFERENCE

(OE_ORDER_HEADERS_ALL.HEADER_ID)

MTL_ONHAND_QUANTITIES_DETAIL

INVENTORY_ITEM_ID

ORGANIZATION_ID

SUBINVENTORY_CODE

OE_ORDER_HEADERS_ALL

HEADER_ID (PK)

ORDER_NUMBER

SHIP_FROM_ORG_ID

OE_ORDER_LINES_ALL

LINE_ID (PK)

HEADER_ID

ORDERED_ITEM_ID

SOURCE_TYPE_CODE = EXTERNAL

PO_REQUISITION_HEADERS_ALL

REQUISITION_HEADER_ID (PK)

SEGMENT1 (Requisition Number)

PO_REQUISITION_LINES_ALL

REQUISITION_LINE_ID (PK)

REQUISITION_HEADER_ID

ITEM_ID

DROP_SHIP_FLAG = Y

PO_HEADERS_ALL

PO_HEADER_ID (PK)

SEGMENT1 (PO Number)

PO_LINES_ALL

PO_LINE_ID (PK)

PO_HEADER_ID

ITEM_ID

RCV_SHIPMENT_HEADERS_ALL

SHIPMENT_HEADER_ID (PK)

RECEIPT_NUM

RCV_SHIPMENT_LINES_ALL

SHIPMENT_LINE_ID (PK)

SHIPMENT_HEADER_ID

PO_HEADER_ID

PO_LINE_ID

ITEM_ID

PO_DISTRIBUTION_ID

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 18

File Command To Obtain File Versions

OEXOERD.fmb: Order Entry Form

wfengs.pls: Work Flow Engine Package Spec

wfengb.pls: Work Flow Engine Package Body

pocirm.oc: Wrapper for Req Import Concurrent program

pocis.opc: Functions to validate Req Import Lines

POXBWVRP.fmb: Autocreate Purchase Order

POXPOEPO.fmb: Approve Purchase Order

RCVRCERC.fmb: Purchase Receiving Form

rcvoltm.oc: Transaction Manager Wrapper for rvtbmctrl()

rvctp.oc: Concurrent Program Wrapper for rvtmain()

inctcm.ppc: Inventory Transaction Manager

BaseTransaction.java

QtyManager.java

TrxProcessor.java

strings –a $AU_TOP/forms/US/OEXOEORD.fmb| grep –i ‘$Header’

strings –a $FND_TOP/patch/115/sql/wfengs.pls | grep –i ‘$Header’

strings –a $FND_TOP/patch/115/sql/wfengb.pls | grep –i ‘$Header’

strings –a $PO_TOP/lib/pocirm.o | grep –i ‘$Header’

strings –a $PO_TOP/lib/pocis.o | grep –i ‘$Header’

strings –a $AU_TOP/forms/US/POXBWVRP.fmb | grep –i ‘$Header’

strings –a $AU_TOP/forms/US/POXPOPOE.fmb | grep –i ‘$Header’

strings –a $AU_TOP/forms/US/RCVRCERC.fmb | grep –i ‘$Header’

strings –a $PO_TOP/lib/rcvoltm.o | grep –i ‘$Header’

strings –a $PO_TOP/lib/rvctp.o | grep –i ‘$Header’

strings –a $INV_TOP/lib/inctcm.o | grep –i ‘$Header’

execute

fnd_aolj_util.getClassVersionfromDB('oracle.apps.inv.transaction.server.BaseTransaction');

execute

fnd_aolj_util.getClassVersionfromDB('oracle.apps.inv.transaction.server.QtyManager');

execute

fnd_aolj_util.getClassVersionfromDB('oracle.apps.inv.transaction.server.TrxProcessor);

Drop Ship Flow – Related Files

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19

DIAGNOSTICS and Troubleshooting Note 133464.1: HTMOMSE Sales Order Diagnostic Script

Dropship Diagnostics - Application Diagnostics/PO product selection

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 20

Analysis of HTMOMSE at different stages of Drop ship

Entered status

Flow code is set to 'Entered'& Open flag is set to 'Y' in

OE_ORDER_HEADERS.

Flow code is set to 'Entered', The Open flag is 'Y', Visible demand flag is

'N' & Shipping interfaced is set to 'N‘ in OE_ORDER_LINES.

Booked

After booking need to run workflow background process in order to

progress the workflow.

Flow code is set to 'Booked'; the Booked flag is set to 'Y' in

OE_ORDER_LINES.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 21

Analysis of HTMOMSE at different stages of Drop ship

Requisition import

Drop Ship ID, Purchase requisition header ID & purchase

requisition line ID is populated in OE_DROP_SHIP_SOURCES.

Purchase requisition header ID, Drop Ship ID, Source code,

requisition type gets populated in

PO_REQUSITION_HEADERS_ALL.

Requisition header ID, Requisition line ID, document type & quantity

gets populated in PO_REQUISITION_LINES_ALL.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 22

Analysis of HTMOMSE at different stages of Drop ship

Auto create Purchase order

Visible demand flag is set to 'Y‘ in OE_ORDER_LINES.

Purchase order header ID & Purchase order Line ID gets populated

in OE_DROP_SHIP_SOURCES.

Purchase order Header ID and Purchase order number gets

populated in PO_HEADERS_ALL.

Purchase order header ID, Purchase order Line ID & quantity gets

populated in PO_LINES.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 23

Analysis of HTMOMSE at different stages of Drop ship

Approve purchase order

Item Type is populated with 'PO APPRV' in PO_HEADERS_ALL.

Supply type, Purchase order Header ID, Quantity gets populated in

MTL_SUPPLY.

Receipt

Ship line ID, Ship line status, Receiving quantity & Shipping quantity gets

populated in RCV_SHIPMENT_LINES.

Transaction ID, Transaction Type is populated with 'Receive' Interface

source gets populated & Inspection status set to 'Not inspected' in

RCV_TRANSCATION.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 24

Analysis of HTMOMSE at different stages of Drop ship

Inspection

Additional record with Transaction type as 'Accept' & Inspection Status as

'Inspected' gets populated in RCV_TRANSCATION.

Receipt with Sub inventory information

Flow code has changed to 'Shipped', Shipping & Shipped Quantity are populated in

OE_ORDER_LINES.

Quantity delivered is populated in PO_REQUISITION_LINES_ALL.

Additional record with Transaction type as 'Deliver' & Inspection Status as 'Inspected' gets

populated in RCV_TRANSCATION.

Sales order issue record gets inserted in to MTL_MATERIAL_TRASACTIONS.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 25

Analysis of HTMOMSE at Different Stages of Drop Ship

Fulfilled

Open flag is set-to 'N', Visible demand flag is set to

'N',Fulfilled quantity, Invoiced quantity gets populated &

Invoice interface flag is set to 'Y' in OE_ORDER_LINES.

Quantity & Ordered quantity gets populated in

RA_INTERFACE_LINES.

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 26

References

Note 1279531.1 : How to Process Drop shipments

Note 837777.1: FAQ: Troubleshooting Cross-Product Issues Between Shipping and Inventory

Note 863761.1: FAQ: Troubleshooting Stuck Pick Release and Shipping Transactions

Note 133464.1: HTMOMSE11i.sql Sales Order Diagnostic Script

Note 430528.1: How to Use the HTMomse11i.sql output To Resolve Pending Sales and Move Order Txns

Note 113742.1: Drop Ship Troubleshooting

Note 168083.1: Simple Drop Shipment Flow

Note 205474.1: Enter/Book a Drop Shipment Order

Note 290432.1: How to Create a Debug File in Shipping Execution

Note 566616.1: How to Diagnose Issues Related to the Drop Shipment Process and the Interface Between

Order Management and Purchasing

Note 1553975.1: How To Build Link Between Sales Order And Purchase Order In Case Of Drop shipments

Note 565862.1: Getting Error For Serialized At Sales Order Issue Item Drop Shipment

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 27

Note 110258.1 OM-DROP: Drop Ship – FAQ

Note 99886.1 OM-DROP: Drop Shipments – FAQ

Note 225434.1 FAQ: Drop Ship Purchase Orders

Note 393688.1 How To Cancel a Drop Ship Order Line

Note 272154.1 FAQ: Sales Order Processing within Inventory / Drop Ship Transactions Hung up In

Transaction Open Interface

Note 829165.1 How is drop_ship_flag implemented in release 11.5.10

Note 286996.1 How to Automatically Generate Receipts for Drop Shipments with Advanced Shipment

Notices (ASN's)

Note 566616.1 How to Diagnose Issues Related to the Drop Shipment Process and the Interface Between

Order Management and Purchasing ?

FAQ/Common Issues

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 28

Note 133464.1 HTMOMSE Sales Order Diagnostic Script

The purpose of this script is to collect information related to a sales order, its shipment lines and workflow

status.

Note 463673.1 R12.0.[3-4] : Oracle Order Management Sales Order Setup Test

This test gives a comprehensive analysis of transaction data for a sales order in Order Management.

Note 463574.1 R12.0.[3-4] : Inventory Transaction Diagnostic Scripts Transaction Data Test

This test case provides the details of the material transactions depending on the user selected parameters.

Note 463602.1 R12.0.[3-4] : Inventory Item Data Collection Setup Test

This test case provides the item information for a particular item.

Note 463636.1 R12.0.[3-4] : Inventory Purchase Orders Data Collection Test

This diagnostic test provides details of a Purchase Order and transactions done against the purchase

order.

FAQ/Common Issues

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Questions & Answers

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Oct 23rd, 2013 at

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See Note 1583954.1

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