AIM Documents

1. RD020 - Requirement Gathering (Definition Phase)
2. BP040 - Current Business Process (Operation Analysis Phase)
3. BP080 - Future Business Process (Operation Analysis Phase)
4. BR100 - Functional Application Set Up (Solution Build)
5. CV040 - Data Conversion (Transition)
6. MD050 - New Customization (Solution Build) for dev to customize
7. TE040 - Test Scripts (Production)

Processing Constraints in Oracle Order Management

Processing constrains are a security framework where we can define rules in oracle order management that validate back-end operations such as Create, Update, Delete and Cancel.

Eg:

We cannot change the order type in the order header once the order is booked.

We cannot delete the line in an order once the order status is closed.

N: OMàSetupàRulesàSecurityàProcessing Constraints

Query the application as Order Management

Create a new line on the constraints region

Operation = Update

Attribute = Order Type

User Action = Not Allowed

Enabled check box = Selected

Create a new line on conditions tab:

Group Number = 101

Scope = Any

Validation Entity = Order Header

Record Set = Order

Validation Template = Booked

Enabled Check box = Selected

User Message = Order is Booked

RMA SO

RMA SO:

1.       Enter SOàBook SOàCreate ReceiptàCreate Credit Memo (Line flow generic return with Receipt Credit only)

2.       Enter SOàBook SOà Create Credit Memo (Line flow generic return Credit only)

3.       Enter SOàBook SOàCreate ReceiptàCreate New LineàPick ReleaseàShip Confirm (Same or Different Item) (Return with receipt only no credit and ship only)

4.       Enter SOàBook SOàCreate ReceiptàCreate Credit Memo

Entered

Booked

Awaiting Return

Drop Ship SO

Drop Ship SO:

Flow:

Enter SO à Book SO à Submit WFBE à Submit Requisition Import à Find Auto Gen PR à Auto Create PO à Create receipt for Logical QTY

Statuses:

Entered

Booked

Awaiting Receipt (Requisition Import àPOàInv Receipt)

Shipped (Submit WFBE)

Setup or Questions:

Source Type is External

Shipments Tab – Drop Ship - Shipping details available

--------------------------------------------------------------------------

Drop Ship Sub inventory:

Status                                   : Unserviceable

Material Status                 : N

Include in ATP                   : N

Allow Reservations         : N

Nettable                              : N

Quantity Tracked             : Unchecked

Back to Back SO

Back to Back SO:

Flow:

Enter SO à Book SO à Progress Order à Submit Requisition Import à Find Auto Gen PR à Auto Create PO à Create receipt for QTY à Pick Release à Ship Confirm à

Statuses:

Entered

Booked

Supply Eligible (Progress Order LineàCreate Supply Order – EligibleàRequest Submitted)

External Requisition Requested (Requisition ImportàSource: CTOàCreate Inv Receipt)

Awaiting Shipping (Pick and Ship)

Shipped (Submit WFBE)

Setup or Questions:

Remove Assignments set from MRP: Default Sourcing Rule Assignment Set

Source: Internal

OM: Assemble to Order

When Source: Internal & ATO check box enabled its back to back line

Reasons:

To avoid customer’s knowing the actual costs of the product.

We may lose the customer.

Some time we need to add accessories to the product from our inventory.

http://oracleapplicationsfunctional.blogspot.in/2011/08/back-to-back-order-flow-in-oracle-r12.html

Bill Only SO

***Authoring not completed***

Bill Only Sales Order:
It is used for non-shippable sales orders.
Here no shipping is involved, order will be booked and closed and will be sent for billing.

Steps Involved:
1. Enter Sales Order
2. Book Sales Order
3. Generate Receivable Invoice

Sometimes shippable items also use bill only sales order, like counter items (Supermarket sales).

Setup:
1. Create Bill Only Line Type
N: Setup>Transaction Types>Define
define billonly line type and save.
2. Assing Bill Only line type to Header Line Type. (we use only mixed)
N: Setup>Transaction Types>Define
Assign Line flows
Select line flow generic, bill only while assigning


Billonly workflows are of two types
1. Lineflow generic bill only (Service Items)
2. Lineflow generic bill only with inventory interface (Stock-able)

(This is used to update the On Hand Qty)

Once the order is
1. Entered
2. Booked
Then line status changes to Fulfilled.
when you will get a status fulfilled for a sales order?
If the line is billonly line.

To get the status to be closed. We need to run Inventory workflow background engine with below parameters.

Process Defined: Yes
Process Timeout: No
Submit.
Once the program is completed the status changes to Closed

Next we need to create a receivable invoice.
Submit Auto Invoice Master Program.
In order management
N:Receivables>Interfaces>AutoInvoice
Single Request
Autoinvoice Mater Program
Prameters:
Number of Instances: 1
Organization: All
Default Date: Order
Sales Order number from and to
Submit

Find autogenerated Receivable Invoice.
OM (can be found in other places, orders returns sales orders)
N:Receivables>Transactions>Transactions


***Authoring not completed***

Pricing for Order Management

To manage pricing for Order Management, we need pricing responsibility.

Define Pricing Responsibility:
Application: Advanced Pricing
Menu: QP_PRICING_MANGER

Request Group:
Name: QP Concurrent Programs

Pricing Responsibility Security Profile Options:

N: System Administrator>Profile>System

Responsibility: Pricing
Profile:	Responsibility:
HR: Business Group	XX Business Group
HR: Security Profile	XX Security Profile
HR: User Type	HR User
QP: Item Validation Organization	XX Item Master Org

Operating Unit is setup only to default currency.

As Pricing is controlled at legal entity level Operating unit security profile is optional