When we receive order from a customer that need be fulfilled, and below are the fulfillment methods in Oracle Order Management.
1. Back to Back.
2. Drop Ship
3. Standard Order
4. ISO ( Internal Sales Orders )
5. RMA ( Return Material Authorization )
The back to back item should have below item attributes in item definition.
The drop ship order is one of order fulfillment process where physical material is directly shipped from supplier to end customer directly, so there wont be any shipping process at organization side where the sales order got generated.
1. Back to Back.
2. Drop Ship
3. Standard Order
4. ISO ( Internal Sales Orders )
5. RMA ( Return Material Authorization )
Back To Back Order:
The back to back order is the order fulfillment process, in
we buy goods from supplier using a purchase order, received goods into inventory
and ship goods to customer. Important point is that the material will be
received first into inventory organization and ship materials to customer.The back to back item should have below item attributes in item definition.
Tab
|
Attribute
|
Value
|
OM
|
Customer Ordered
|
Check Box Enabled
|
Customer Orders Enabled
|
Check Box Enabled
|
|
Shippable
|
Check Box Enabled
|
|
OE Transactable
|
Check Box Enabled
|
|
SO Source Type
|
Internal
|
|
Purchasing
|
Purchased
|
Check Box Enabled
|
Purchasable
|
Check Box Enabled
|
|
List Price
|
Enter some value
|
|
General Planning
|
Make/Buy
|
Select ‘Buy’
|
Assign this item to a price list which you want to select it
in the order.Below are the values required from in order entry.
Area
|
Attribute
|
Value
|
Order Form
|
Order Type
|
Mixed
|
Order Lines Form
|
ATO
|
Checked
|
Shipping Tab
|
Source Type
|
Internal
|
Action
|
Status
|
Value
|
Order BOOKED
|
Line
|
Supply Eligible
|
Process the line
|
Line
|
External Requisition Required
|
Run ‘Requisition Import’
Orders, Returns à
Requisition Import
|
Line
|
External Requisition Open
|
Approved PO
|
Line
|
PO Open
|
Received Item
|
Line
|
Awaiting Shipping
|
Drop Ship Order
Tab
|
Attribute
|
Value
|
OM
|
Customer Ordered
|
Check Box Enabled
|
Customer Orders Enabled
|
Check Box Enabled
| |
Shippable
|
Check Box Enabled
| |
OE Transactable
|
Check Box Enabled
| |
SO Source Type
|
External
| |
Purchasing
|
Purchased
|
Check Box Enabled
|
Purchasable
|
Check Box Enabled
| |
List Price
|
Enter some value
| |
General Planning
|
Make/Buy
|
Select ‘Buy’
|
Below are the values required from in order entry.
Area
|
Attribute
|
Value
|
Order Form
|
Order Type
|
Mixed
|
Order Lines Form
|
ATO
|
Checked
|
Shipping Tab
|
Source Type
|
External
|
Action
|
Status
|
Value
|
Order BOOKED
|
Line
|
Booked
|
Workflow Background Process for OEOL
|
Line
|
Awaiting Receipt
|
Run ‘Requisition Import’
Orders → Returns → Requisition Import
Import Source = ORDER ENTRY.
|
Line
|
Approved
|
| Approved PO |
Line
| PO Open |
Received Item
|
Line
|
Shipping
|
Workflow Background Process for OEOL
|
Line
|
Closed
|
OTC Cycle
Below are the important steps in OTC Cycle.
1.Order Entry
2.Order Booking
3.Pick Release
4.Pick Confirm ( This step can be done either manually or Automatically)
5.Ship Confirm (Manual/Auto)
6.Invoice Creation
7.Receipts and GL Transfer
6.Invoice Creation
7.Receipts and GL Transfer
1.Order Entry:
When user enter order header details, a record get inserted into OE_ORDER_HEADERS_ALL table and FLOW_STATUS_CODE = 'ENTERED' and BOOKED_FLAG = 'N'.
When user enter order lines details, a record get insert into OE_ORDER_LINES_ALL table, and FLOW_STATUS_CODE = 'ENTERED' and BOOKED_FLAG = 'N'.
2.Order Booked:
When order is booked, 'Demand Interface' and 'Schedule Order' programs triggered in back end and demand gets created in MTL_DEMAND table and MTL_RESERVATIONS gets created. DEMAND_HEADER_ID and DEMAND_LINE_ID will have order header and line ids in these two tables.
OE_ORDER_HEADERS_ALL.FLOW_STATUS_CODE = 'BOOKED'.
OE_ORDER_HEADERS_ALL.BOOKED_FLAG = 'Y'
OE_ORDER_LINES_ALL.FLOW_STATUS_CODE = 'AWAITING SHIPPING'
OE_ORDER_LINES_ALL.BOOKED_FLAG = 'Y'
And, a records gets created in WSH_DELIVERY_DETAILS table, and SOURCE_HEADER_ID ( OE_ORDER_HEADER_ALL.HEADER_ID), SOURCE_LINE_ID(OE_ORDER_LINES_ALL.LINE_ID) . And a record get created in WSH_DELIVERY_ASSIGNMENTS which will be linked with DELIVERY_DETAIL_ID of WSH_DEIVERY_DETAILS_TABLE. And, RELEASED_STATUS = 'R' (Release to Warehouse) in WSH_DELIVERY_DETAILS table. Here DELIVERY_ID in WSH_DELIVERY_ASSIGNMENTS table will be NULL.
MTL_RESERVATIONS.DEMAND_SOURCE_HEADER_ID = OE_ORDER_HEADERS_ALL.HEADER_ID
MTL_RESERVATIONS.DEMAND_SOURCE_LINE_ID = OE_ORDER_LINES_ALL.LINE_ID
OE_ORDER_HEADERS_ALL.HEADER_ID= WSH_DELIVERY_DETAILS.SOURCE_HEADER_ID
OE_ORDER_LINES_ALL.LINE_ID= WSH_DELIVERY_DETAILS.SOURCE_LINE_ID
3.Pick Release:
Here reservations will try to acquire on hand quantities and pick them for particular sales order.
MTL_RESERVATIONS gets updated if 'Schedule Order' program did not run in Booking.
MTL_TXN_REQUEST_HEADERS - A record gets inserted, creates pick wave move order.
MTL_TXN_REQUEST_LINES - A move order lines will be created.
TXN_SOUREE_HEADER_ID = OE_ORDER_LINES.HEADER_ID
TXN_SOURCE_LINE_ID = OE_ORDER_LINES.LINE_ID
MTL_MATERIAL_TRANSACTIONS_TEMP - Move order details will be inserted into this table.
MOVE_ORDER_HEADER_ID = MTL_TXN_REQUEST_LINES.HEADER_ID
MOVE_ORDER_LINE_ID = MTL_TXN_REQUEST_LINES.LINE_ID
WSH_NEW_DELIVERIES - a new record gets inserted and STATUS_CODE = 'OP' (Open)
WSH_DEIVERY_ASSIGNMNETS - DELIVERY_ID is assigned to existing record.
DELIVERY_ID = WSH_NEW_DELIVERIES.DELIVERY_ID
WSH_DELIVERY_DETAILS - RELEASED_STATUS = 'S' (Submitted for Release)
Note: There wont be any record in MTL_MATERIAL_TRANSACTIONS table.
4.Pick Confirm:
Material is moving from source sub-inventory to staging sub-inventory using move order transaction.
MTL_MATERIAL_TRANSACTIONS - TEMP records gets moved to this table.
TRX_SOURCE_LINE_ID = OE_ORDER_LINES_ALL.LINE_ID
MTL_ONHAND_QUANTITIES - Quantities gets updated.
MTL_TRANSACTION_ACCOUNTS - Accounting information gets updated.
WSH_DELIVERY_DETAILS - RELEASED_STATUS = 'R' ( Released )
OE_ORDER_LINES_ALL - FLOW_STATUS_CODE = 'PICKED'
Order line status will be 'Picked' and Delivery details status on shipping transaction form is 'Staged/Pick Confirmed'
5. Ship Confirmed: Once items are shipped from organization,
Data will get deleted from MTL_DEMAND and MTL_RESERVATIONS.
MTL_MATERIAL_TRANSACTIONS,MTL_MATERIAL_ACCOUNTS will get updated.
MTL_ONHAND_QUANTITIES - Item quantity will be decreased.
WSH_DELIVERY_ASSIGNMENTS - DELIVERY_ID assignment will be discarded and delivery will be shipped.
WSH_DELIVERY_DETAILS - RELEASED_STATUS = 'C' ( Ship Confimed)
OE_ORDER_LINES - FLOW_STATUS_CODE = 'SHIPPED'
While shipping if 'Defer Interface' is unchecked then 'Interface Trip Stop' (ITS) program will run. It first updates shipping information into Order Entry tables, then, it updates shipping information into Inventory tables.
Order Entry table - OE_ORDER_LINES_ALL, it updates SHIPPING_QUANTITY, SHIPPED_QUANTITY and ACTUAL_SHIPMENT_DATE. And, update OE_INTERFACED_FLAG = Y' in WSH_DELIVERY_DETAILS table.
If and only if, OE_INTERFACED_FLAG = 'Y' then only 'Inventory Interface' will be triggered and updates INV_INTERFACED_FLAG = 'Y'.
6.Invoice Creation:
Run workflow back ground process which will import order, shipping information into RA_LINES_INTERFACE_ALL table which will spawn 'Auto Invoice Master' and 'Auto Invoice Import' program and create invoice in AR. Below are the table which stores invoice information.
RA_CUSTOMER_TRX_ALL
RA_CUSTOMER_TRX_LINES_ALL
INTERFACE_LINE_ATTRIBUTE1 --> OE_ORDER_HEADERS_ALL.ORDER_NUMBER
INTERFACE_LINE_ATTRIBUTE6 --> OE_ORDER_LINES_ALL.LINE_ID
7.Receipt and GL Transfer:
Once invoice is applied to the receipt then it AR_CASH_RECEIPTS_ALL gets updated.
Run 'General Ledger Transfer Program' which transfers records into GL_INTERFACE table.
Run 'Journal Import' program which transfers records into GL_JE_HEADERS, GL_JE_LINES_ALL and GL_JE_BATCHES tables.Then open the journal and post it, records will get transferred into GL_JE_BALANCES table.
Order Management Setups
Below are some profile options that need to be setup before we do setups in order management to access order management in oracle applications responsibility.
HR: Business Group - Select the business group
HR: Security Profile -
HR: User Type -
MO: Operating Unit -
MO: Default Operating Unit -
OM: Item Validation Organization - select the system parameter,so that items will be displayed in order lines form.
Below are the outline steps of order management setups
Order Entry
Customer
Price List
Transaction Types
Shipping Methods
Document Sequences and Assignment to Transaction Types.
Picking or Pick Release
Define Document Set for Pick Release
Pick Release Sequencing Rules
Pick Slip Releasing Rules
Shipping
Define Document Set for Shipping
Defining Ship Confirm Rules
Defining Shipping Parameters
Defining Roles and Grants.
Document Sequence : Define document sequence and name it. Assign document sequence to transaction type.Transaction Types: Transaction type tells how an order will be processed, and answer below questions.
1. What is the workflow used.
2. Is it Sales Agreement or Sales Order ?
3. Is it Return Order or Normal Order or Mixed Order ?
4. Is it applicable to Order Header or Order Line ?
Apart from above things, it mainly focuses on three areas
1. Main
2.Shipping
3.Finance
Define Price List: This is used to automate item prices in order management, whenever user selects price list and item,
it pulls item price form selected price list.
Shipping Methods: Define carriers and service levels which generates shipping method. And, assign freight carriers to
Inventory Organization.
Document Set for Pick Release:
Picking Release Rules:
Picking Slip Grouping Rules:
Document Set for Ship Confirm:
Ship Confirm Rules:
Shipping Parameters:
Define Roles and Grants:
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