SOP

xxx Process

XXXX???
Revision: 1
Date: February 2003

xxx PROCESS
REVISION HISTORY
Revision
0
1

Date
November 2002
February 2003-02-20

Reason for Change

First Edition
Revised for new functionality

TABLE OF CONTENTS
1

Scope and Purpose - This section contains a summary

description of the process and its application.

Process - This section contains a high-level process

map (power point flowchart) and a step by step
description of the process. Please also detail the role or
WHO in the organization does the process and what
SYSTEM should be used. The last step in the process
should outline the expected result/measure of success
for completing the procedure.

Controls : The process controls helps in having checks

and balances of the process.

Definitions and References additional background

information, glossary of terms, or screen shots if needed.
Preference on screen shots is to reference order Y or
other basic training docs.

Archiving

Author :
Owner :
Approved by :

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SOP

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Any printout of this document is considered an uncontrolled copy.

This document is proprietary to yyy.
xxx PROCESS
I. SCOPE AND PURPOSE

This procedure describes the process for drop shipping items from an external supplier. In
addition, the procedure covers the process for maintaining the item Default SO Source Type.
The Default SO Source Type value determines whether purchased items appear on sales
orders with a source type of internal or external.
II. PROCESS

Drop Ship Process

Below is a high level flowchart that describes how to process this scenario through the system.

Procure the Equipment Set in eOM

If any items on the equipment set being procured have their Default SO Source Type set
to external, the source type will automatically be set to external in the Oracle OM sales
order
Determine if there are any other externally supplied items to be drop shipped on the
equipment set.
Indicate additional drop ship requirements for purchased items by changing the Source
Type to External for those lines (Drop ship selection results in the purchased item being
shipped directly from the supplier to the customer). NOTE: Items can only be indicated
for drop shipment if the Oracle OM order line workflow has not progressed to the
point at which the source branching step occurs. When the order lines are
dropped to OM, the progression to the source branching step is delayed by a time
period of X where X is a value established in each Operating Unit.
Go to Oracle Order Management
Select Orders, Returns > Order Organizer
Enter Order Number and click Find
Click on the Line Items tab
Within the Line Items tab, select the Shipping tab
Change the Source Type to External for the purchased items to be drop shipped
from the supplier
Click Save
Book the Order if it was not auto-booked
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Go to Oracle Order Management

Select Orders, Returns > Order Organizer
Enter Order Number and click Find
Click on Book Order
Continue normal order processing

Maintenance of Item Source Type Default

The process for maintaining the default source type on items is as follows:
Go to Oracle Order Management
Update the item Default SO Source Type
Select Items > Organization Items
Select the correct Organization
Enter the Item and click Find
Click on the Order Management tab
In the Default SO Source Type field, set the value to external if you wish to have
the item appear on Sales orders with the source type set to external.
Click on save
Note: This completes the assignment of the item Default SO Source Type. The next time
this item comes from eOM to this Organization, the Source Type will automatically be set
to External in Oracle OM.
Maintenance of the Drop Ship Category Set (May be obsolete due to new Oracle Item
Default SO Source Type field)
The process for maintaining the drop ship category set is as follows:
(1) Assigning an Item to the Direct Ship from Supplier category set
Go to Oracle Order Management
Add the item to the Direct Ship from Supplier category set
Select Items > Organization Items
Select the correct Organization
Enter the Item and click Find
Click on Tools > Categories
In the Category Set column, type Direct ship from supplier
In the Category column, select YES
Click Save
Note: This completes the assignment of the item to the category set. The next time this
item comes from eOM to this Organization, the Source Type will automatically be set to
External by the eOM to OM interface program.
(2) Removing an Item from the Direct Ship from Supplier category set
Go to Oracle Order Management
Remove the item from the Direct Ship from Supplier category set
Select Items > Organization Items
Select the correct Organization
Enter the Item and click Find
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Click on Tools > Categories

Click on the line that has Direct Ship from Supplier
Click on the delete symbol or select Edit > Delete
Click Ok to Delete this record?
Click Save
Note: This completes the removal of the item from the category set. The next time this
item comes from eOM to this Org, the source type will not be modified by the eOM to OM
interface.

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