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Back to back flow - A business scenario where the material is specially purchased for a particular
sales order and the material needs to be received into one of the warehouses of the selling group of
companies, is referred as "Back to back" cycle. Back to back Purchase order is hard linked to the
sales order until it is received. Please note highlighted words here. Since, the material is received
into the warehouse, the sales order needs to follow additional picking/packing/shipping process only
after which the goods are sent to the customer.
Drop Shipment flow - A business scenario where the material is specially purchased for a particular
sales order and the material is directly sent from the supplier to the customer, is referred as "Drop
Shipment" cycle. Drop shipment purchase order is also hard linked to the sales order until is
received. However, in this case the material is never received in the internal warehouse. Also, no
additional picking/packing/shipping is involved by the selling company. Hence, when such purchase
order is received it is directly shipped without any physical shipping process.
28-SEP-2012
4) Why Item is not populating in item field list of values of Sales Order Line ?
6) What is the use of Customer Order Enabled and Customer Order attributes?
When this attributes are set to Yes then the item will be eligible to order from external
customer.
Customer Order
When this set to Yes then the item will populate in Price List Form to specify the selling
price of an item.
10) Difference between Supply Eligible Status and Supply Partial Status?
Supply Eligible
Supply Partial
29-SEP-2012
1) How to find out whether sales order is imported from internal or external
source?
Order Source field in others tabbed region of sales order header screen will tell whether
its imported from internal source or created manually. If Order Source is set to Internal
then the sales order is imported from internal source.
8) Consider a scenario customer is ordering for Item TestItem for four quantity.
But he wants the seller to ship first two quantity this month and remaining two
quantity next month and he will pay the amount once he receive the full quantity
of TestItem?
This can be mapped through a concept of Fulfillment set.
Create a Sales Order with two order line with quantity 2 each and group those lines into
fulfillment set. For First Line complete pickrelease and shipping process, once done
sales order line wont get closed and wont interface for invoicing, it will be in a status of
Awaiting Fulfillment. Once pickrelease and shipping process done for second line,
these two lines will get closed and interface for invoicing.
9) What are the various reason for unit selling price is not populating in Unit
Selling Price field of Sales Order Line screen?
Check the selling price for an item is defined under the field Pricing Transaction Entity is
set to ORDFUL (Order Fulfillment) and System Source Code is set to QP (Oracle
Pricing) in others tabbed region. If not set then change the Profile option (QP: Pricing
Transaction Entity to Order Fulfillment and QP: Source System Code set to Oracle
Pricing).
Selling Price in price list not defined as global(It May Restrict to Particular Operating
Units).
Selling Price for an item is not defined for that particular price list mention in price list
field of sales order header screen.
10) Its possible to update the Unit Selling Price of an item in Sales Order Lines
Screen?
Yes. Its can be achieved by the following setups
Select the Sales Order Line to Change Price-> Click on Actions Button-> View
Adjustments Select Modifier to increase or decrease the price and apply to complete the
process.
30-SEP-2012
1) If Selling Price is not defined in Price List then Item Cost will defaulted to Unit
Selling Price?
No, If Selling Price is not defined in price list, then it will take value from List Price
defined in Purchasing tabbed region of Item Attributes.
If List Price is also not given, then it defaulted as zero.
2) 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.
3) Its Possible to have a single price list for multiple currencies? If Yes tell me
the Setup.
Yes. This can be achieved by setting Mutli-Currency Conversion for Base Currency in
Price List Setup.
For Example: If user generally creates a sales order for Base Currency USD, but now
he wants to create the order for Currency CAD. This can be done by following Setup.
4. Now attach the currency conversion criteria just created to the current price lists
XYZ;
else the pricing engine will not be able to use the current Price Lists as Multi-
Currency.
Navigation: Oracle Pricing Manager Responsibility > Price Lists > Price List Setup
Query the price list. On the header of the price list is field "Multi-Currency
Conversion"
where you can select a multi-currency list which has the same base currency as the
selected price list. A Multi-Currency Conversion List stores a list of currencies and
conversion criteria which enables transactions to be converted from a base currency
to other currencies.
Once the above setup is done user can create a sales order for currency CAD other
than Base Currency USD.
01-OCT-2012
2) A sales order is created for two items(Item1 and Item2).Its possible to specify
the warehouse V1(Vision Operations) for Item1 and M1(Seattle Manufacturing) for
Item2 in sales order?
Its not possible to mention different warehouse for different lines in sales order. We can
only specify the same warehouse for all items mention in sales order.
3) Its mandatory to specify the items information for booking the sales order?
No, Only Order Type, Customer Name, Bill To Location, Ship To Location details are
mandatory for booking the sales order.
8) How to find out a Purchase order is created associating the drop shipment
sales order?
This can be found by following setup
Click on Sales Order Line->Click on Actions Button->Select Additional Line Information-
>click on Drop Ship tabbed region to view the Purchase order details.
9) What is hold?
A feature that prevents an order or order line from progressing through the order cycle.
You can place a hold on any order or order line.
02-OCT-2012
1) While booking the sales order, if schedule ship date is not given what value it
will get defaulted?
It will take the date mention in Request date as Schedule Ship Date based on
Defaulting Rules condition.
2) In Sales Order Form how will find out how many quantities of item is shipped
to customer?
In Sales Order Line Form there is a field called Qty Shipped will tell how many
quantities have been ship to customer.
Like wise if we cancel any sales order line in Qty Cancelled field will tell how many
quantities have been cancelled for that particular sales order line.
3) Consider a scenario user created two sales order (Sales Order 1 contain Item
TestItem and Sales Order 2 contain Item TestItem2) both having Request Date
as 01-OCT-2012.Now user want to change the Request Date to 03-OCT-2012 in
both sales order?
This can be achieved through Mass Change functionality.
In Order Organizer Form select the sales orders (Sales Order1 and Sales Order 2) to
make change and go to Tools and select Mass Change option. It will open the Mass
Change Form there mention the new Request Date and Click ok. System will prompt
"Do you want to cascade changes to Line", if you want to do that Press "yes" and all
done.
4) What is the use of Payment Type?
Payment Type will tell mode of payment(Cash, Credit Card, Check) for the item
procured from the supplier.
7) Can we receive a PO Shipment for which the related Sales Order Line is
Cancelled / Closed?
PO Shipments for which the related Sales Order line has been cancelled or closed
cannot be received. The PO shipment should be cancelled. A new Sales Order Line
should be created, if needed.
9) Its possible to have ship set and Arrival set for an sales order Line?
No, we can use either ship set or Arrival set for an sales order line.
10) Consider a scenario user created a sales order for item A with qty 4.While
Shipping two items are shipped and remaining two items are backordered due to
lack of quantity. What is the impact on sales order?
In sales order line screen the order line with quantity 4 for item A will split in to two
lines, one line with quantity of two with status Closed and another line with quantity of
two with status Awaiting Shipping.
03-OCT-2012
1) Difference between Ship Method and Freight Carrier?
Ship Method will tell the mode of transport.
Freight Carrier is a commercial company used for internal transfers between
organizations, as well as shipments to and from customers and suppliers.
2) How to find out how many quantities have been reserved for the particular
sales order?
In Sales Order Line Screen under shipping tabbed region there is a field called Qty
Reserved will tell how many quantities have been reserved for that particular sales
order.
Go to Tools->Scheduling->Reservation Details.
3) What are the various reason reservation is not done?
Lack of Quantity
In Item Attributes Reservable Field id not checked.
4) Tell me steps to unreserve the quantities reserved for particular sales order?
6) Consider a scenario user ships the material ordered to his customer, customer
noticed some items are damaged or not matching to his prototype so he returns
the item back to user. User will receive the item returned from customer and in
turn send another item to replace the damage items to customer or give some
credit?
This can be mapped through a concept of Return Material Authorization.
RMA with Credit is used when the customer returns the physical product and also
receives credit as a result of the return.
RMA no Credit is used when the customer will return the product but will not be
receiving a credit as a result of the return.
RMA Credit Only is used when the customer will receive a credit, but the physical
return of the product is not required.
Manually
Copy from original sales order
Order Import API/Interface
10) What are the necessary setup to perform Internal Sales Order?
05-OCT-2012
2) What are the operations we can perform in Pricing and Availability Form?
From Pricing and Availability Form we can create
Sales Order
Quote
3) Its possible to create a Sales Order from Pricing and Availability function in
Quick Sales Order?
Yes, we can create Sales Order from Pricing and Availability Function in Quick Sales
Order Screen.
4) Its possible to create a Quote from Pricing and Availability function in Quick
Sales Order?
No, We cant create a quote from Pricing and Availability function in Quick Sales order.
5) Its possible to perform changes in the order from Pricing and Availability
function in Quick Sales Order?
Yes, Using Replace Function in Pricing and Availability region in Quick Sales Order
screen.
In Normal Pricing and Availability function we have to navigate to(Order Returns->Order
Organizer->Query sales order created using Pricing and Availability)perform the
changes needed.
6) What is the use of profile option OM: Display Current Selections in Pricing and
Availability?
When this option is set to Yes a scratch pad area called Current Selections appears,
where we can add list of item to be ordered.
If set to No if you want a simple form and want to operate on one item at a time.
7) What is the use of profile option OM: Sales Order Form Preference?
The profile controls the window that displays after the create order or create quote
button is selected. The options are the Sales Orders window or the Quick Sales Orders
window.
8) Its Possible to perform price and availability checking for models, kits, service
items, or Oracle Processing Manufacturing items?
No, we cant perform price and availability checking for models, kits, service items, or
Oracle Processing Manufacturing items.
9) What is the use of profile option OM: Sales Order navigation from
Pricing/Availability form?
This determines if the Sales Order or Quick Sales Order form opens with the new order
or quote displayed.
06-OCT-2012
1) Pricing & Availability not showing item Availability even though the quantity
available in that particular warehouse?
It will not show the availability in those organizations unless there are valid sourcing
rules to source the item from those organizations are defined.
2) Its possible to restrict user to create quote and order from Pricing and
Availability Screen?
This can achieved through following setup.
Check the modifier for an item is defined under the field Pricing Transaction Entity is set
to ORDFUL (Order Fulfillment) and System Source Code is set to QP (Oracle Pricing) in
others tabbed region.
The following concurrent program might not be scheduled
Build Attribute Mapping Rules
QP: Maintains the denormalized data in QP Qualifiers with parameters as Modifier
Number.
Modifier not defined as global(It May Restrict to Particular Operating Units).
7) when user click on Create Order Button to create a order based on details in
pricing and Availability screen, it will populate Decision box that order xxx has
been created and "Do you want to see Order Details?" and when he click on Yes
to open the sales order form, it populating the following error Function not
available to this responsibility?
This can be resolved by following steps
Navigate to Application developer responsibility > Profile.Query foR user profile name
OM:Add Customer, Check the update check box at user access canvas and save.
Navigate to Order management responsibility > Edit > Preferences > Profiles Query the
profile OM:Add Customer and set ALL at user value and save.
10) Availability Shows Request Date Quantity Of 100000000000 in Releated Items
tabbed region of Pricing and Availability Screen?
This due to Request date is greater than today's system date.
To resolve the problem follow the below steps
Review setup and use of ATP Rules in Inventory Users Guide along with the profile
value INV: Capable to promise
Remove or increase the User Defined Time Fence = 1 day in the ATP Rules for the Item
Inventory > Setup > Rules > Available to Promise > Query for the ATP Rule used for the
item in the Item Master (OM tab)
Or
Select one of the other 3 options for "Infinite Supply" depending on the item's lead time:
Cumulative Total Lead Time
Cumulative MFG Lead Time
Total Lead Time.
08-OCT-2012
5) Creating new Customer Account, Bill To And Ship To Addresses Fails in Order
Import.
ERROR
Source/Order/Seq/Line Message
1001/1099200// New Customer added for reference TR1246771
8) What are the mandatory data to be defined for Importing Internal Sales Order?
Customer Name, Ship To Location, Bill To Location, Items are mandatory data must be
defined before importing Internal Sales Order.
9) What are the necessary setup to cancel a sales order using Order Import
Request Concurrent Program?
To Cancel a line set OPERATION_CODE as UPDATE in lines table and then make the
ordered quantity to Zero.
To cancel an order in its entirety, OPERATION_CODE as UPDATE at the header, and
then set the CANCEL-FLAG to Y.
10) Its Possible to import the customer information using Order Import Request?
Order Import can enter a new customer account with minimal data at the sold-to level
on the order header. You can enter a new customer account at the ship-to, bill-to level
or deliver_to at the order header or order line.
An add customer interface table accommodates this: when the table is loaded it
indicates the intention is to create a new customer account the required fields are
populated for the new account. Order Import then creates a new customer account and,
if all required data is present and valid in the interface tables, a party. You can associate
the new customer account with an existing party by providing the party (organization or
person) number in the interface tables. If that column is left null, Order Import creates
the party as well as the customer account. The new customer is assigned to the Default
customer profile class, which specifies various financial and credit checking information.
10-OCT-2012
1) What is Sales Agreement?
A Sales Agreement is defined as an agreement for a customer that has specific
characteristics between a customer and a supplier. Sales Agreements are similar in
functionality to the Sales Agreement purchase order in Oracle Purchasing. These
characteristics may include the date range of the agreement, the items included, the
price of the items, the quantity of each item that the parties committed to as well as
other attributes, like freight or payment terms. Once a Sales Agreement is entered for a
customer, multiple releases (shipments) against the Sales Agreement can be processed
over a period of time within Order Management. The order is fulfilled and billed
according to the terms of the Sales Agreement.
2) What is the use of Profile Option OM: Default Sales Agreement Type?
This enables the system to use a common (default) transaction type across Sales
Agreements to generate unique sales agreement numbers.
10) How to disable "Submit Draft" and "Create Releases" in Blanket Sales
Agreement?
Currently there is not standard functionality available to disable the Submit Draft and
Create Releases. It can be achieved through customization.
11-OCT-2012
4) Why Item Number Does Not Default From Blanket Agreement To Release?
It is standard functionality for the item number not to default from the Blanket Sales
Agreement (BSA) to the Blanket Release (Sales Order). You must manually enter the
item number on the sales order line.
This is because a BSA could have 100s of items on the agreement and the user may
only want to enter one of the items on the line.
Create a defaulting rule at the Order Line entity to default Sales Agreement number
from the Sales order Header.
Submit Defaulting Generator concurrent program.
Log in again and perform the following steps
Create a Blanket Sales Agreement(BSA).
Enter line information in BSA.
Create release .
Go to the sales order created out of BSA , make sure Sales Agreement number is
available at the header level(you can use folders to show the field).
Navigate to Lines and use folders to show fields Sales Agreement No and Sales
Agreement Line No
Notice that Sales Agreement No is defaulted from Sales order Header.
Enter ordered item that is used in BSA, you will see field sales agreement line No is
populated.
6) Its Possible to extend a blanket sales agreement when its in Terminated
Status?
You cannot change the Active Date of this Blanket Sales Agreement. To change
the Active Date, the Sales Agreement must be at one of the following activities: "Sales
Agreement Submit Draft -Eligible", "Wait for Start Date", "Sales Agreement Active - No
End Date", "Sales Agreement Active- Wait for Expiration", or "Sales Agreement Active -
Wait for Final Expiration".
8) View Releases Button Does Not Show Any Releases From Blanket Order
Agreement, and BSA shows zero for fulfilled / in process amounts?
This due to a Blanket Sales Agreement (BSA) number was not entered on the Sales
Order Line. Follow the steps below to resolve the problem.
Specify a new price list name in price list field on blanket header.
User will be prompted to create a new price list. Select Yes.
Now on blanket line, enter list price and pricing uom. Save.
Go to Price List form - you'll see the new price list with a price list line
for item/price entered on blanket line.
If you are selecting a standard price list at the header, that means price is
not being negotiated specific to this agreement and hence unit list price/uom
fields would not be populated or enabled.
Under the Order Management responsibility, go to Set Up-> Transaction Types-> Query
for the transaction type attached -> click on Approvals button. Here verify that the
user/role to which the notification was originally sent is not same as requester.
Under the Workflow Administrator Web Applications responsibility, Administrator
Workflow -> Administration. Here verify the value for 'Workflow System Administrator'. It
should not be a '*'. Any specific user should be given this Workflow administrator access
FAQ On Retrobilling
12-OCT-2012
1) What is Retrobilling?
Retroactive Billing allows you to change billing amounts retroactively in the event of a price
renegotiation. Retroactive Billing is a common business process in some industries, especially the
automotive industry, whereby a customer requests changes to the amounts charged on already
invoiced orders and receives credits or additional invoices. Order Management provides a query to
identify order lines that have previously been invoiced that may be subject to such retrobilling, a
simple approval mechanism, and then the automatic generation of credit memos (and occasionally
invoices).New pricing agreements that you make with your customers may affect billing documents
that have already been processed and settled.
8) Advantage of Purge?
Allows orders to progress on the current order book in an efficient manner, without being distracted
or encumbered by obsolete data.
Frees storage space
9) What is the use of Purge Set inOrder/ Quote Purge?
A purge set is a set which will contain orders to be purged based upon user specified criteria.
A trip is carrier specific and represents a unique instance of that carrier leaving your warehouse
carrying deliveries.
The carrier could be a public carrier such as UPS, DHL, FedEx, or could be a companys own fleet of
trucks
A trip could represent a truck, air cargo, ship cargo, or railcar. These entities would be set up as Items
in Inventory with an item type of vehicle.
Each trip has a minimum of two stops, Pick-Up and Drop-Off.
A trip can be created automatically or manually from the Shipping Transaction form or can be
automatically created from the Ship Confirm form.
Companies that use public carriers let the system automatically create Trips as part of the Ship
Confirm process. This eliminates unnecessary transactions.
A Stop is a point along the route that a trip makes to its final destination.
The Ship Confirm process initiates the Pick-Up stop and putting the Delivery In-Transit.
Manually record all stops made by the Trip using the Shipping Transaction form or have the Ship
Confirm process automatically close a Trip, which creates and closes the Pickup stop and changes
the Delivery status to Shipped.
Companies that use public carries let the system automatically close a Trip as part of Ship Confirm.
A Delivery Leg consists of two stops where the delivery is picked up and dropped off, respectively on
the same trip. The delivery might travel through several legs to get to its final destination. A Delivery
leg is synonymous to the Bill of Lading.
A bill of lading is a receipt, listing all the goods that were signed over to a carrier.
The Ship Confirm form has the option to generate a bill of lading which can then be printed as part of
the Delivery Document Set.
Delivery Lines are Sales Order Lines which have completed all their workflow activities that are
prerequisites to Shipping such as Schedule Line or Create Supply.
Delivery lines are visible from the Shipping Transaction form. They are also visible from the Sales
Order Lines Additional Information Deliveries tab.
The Ship From location represents the warehouse that is performing the shipping transaction. A
warehouse is an Inventory Organization. Each address that you can ship from within an organization
must be setup as an Inventory location.
The Ship To location represents a Ship-To address that has been setup on the Customers record.