Oracle OM Student Guide2
Oracle OM Student Guide2
Oracle OM Student Guide2
Fundamentals
Volume 2 - Student Guide
D50091GC10
Edition 1.0
September 2007
D52995
Author
Pratima Mahtani
Technical Contributors and Reviewers
Order Management QA Team, Karen Zawada, Rahul Sharma
This book was published using:
oracletutor
Table of Contents
Overview of Oracle Order Management .......................................................................................................1-1
Overview of Oracle Order Management .......................................................................................................1-3
Objectives ......................................................................................................................................................1-4
What is Oracle Order Management? .............................................................................................................1-5
Order Capture and Order Fulfillment ............................................................................................................1-7
Oracle Order Management Capabilities ........................................................................................................1-8
Order to Cash Lifecycle.................................................................................................................................1-10
Integration with Other Products.....................................................................................................................1-11
Practice - Practice - Creating a User and Assigning Responsibilities........................................................1-12
Solution Creating a User and Assigning Responsibilities.......................................................................1-13
Practice - Practice - Customizing the Quick Sales Orders Window ..........................................................1-16
Solution Customizing the Quick Sales Orders Window .........................................................................1-17
Summary........................................................................................................................................................1-23
Order Entities and Order Flows ....................................................................................................................2-1
Order Entities and Order Flows.....................................................................................................................2-3
Objectives ......................................................................................................................................................2-4
Order to Cash Lifecycle with Standard Items................................................................................................2-5
Practice - Practice - Order to Cash Cycle with Standard Items .................................................................2-18
Solution Order to Cash cycle with Standard Items .................................................................................2-19
Order to Cash Lifecycle with PTO Models and PTO Kits ............................................................................2-29
Practice - Practice - Order to Cash Cycle with PTO Kits ..........................................................................2-31
Solution Order to Cash Cycle with PTO Kits .........................................................................................2-32
Drop Shipments .............................................................................................................................................2-41
Drop Shipments Across Ledgers ...................................................................................................................2-43
Practice - Order to Cash Cycle with Customer Acceptance ......................................................................2-46
Solution Order to Cash Cycle with Customer Acceptance .....................................................................2-48
Back-to-Back Orders .....................................................................................................................................2-52
Guided Demonstration Creating Back to Back Orders ...........................................................................2-53
Sales Agreements ..........................................................................................................................................2-62
Negotiation Agreement..................................................................................................................................2-63
Approve Sales Agreement .............................................................................................................................2-64
Releases Against a Sales Agreement .............................................................................................................2-65
Practice - Practice - Creating a Sales Agreement ......................................................................................2-67
Solution Creating a Sales Agreement .....................................................................................................2-68
Order to Cash Lifecycle with Customer Acceptance.....................................................................................2-72
Practice - Order to Cash Cycle with Customer Acceptance ......................................................................2-76
Solution Order to Cash Cycle with Customer Acceptance .....................................................................2-78
Summary........................................................................................................................................................2-82
Multiple Organization Access Control Setup................................................................................................3-1
Multiple Organization Access Control Setup ................................................................................................3-3
Objectives ......................................................................................................................................................3-4
Organization Structure in Oracle Applications..............................................................................................3-5
Multi-Org Access Control (MOAC)..............................................................................................................3-7
Using MOAC in Oracle Order Management .................................................................................................3-9
Setting Up MOAC .........................................................................................................................................3-11
Guided Demonstration Setting Up Guided Deomonstration - Setting Up MOAC .................................3-13
Summary........................................................................................................................................................3-23
Oracle Inventory Setup for Oracle Order Management..............................................................................4-1
Oracle Inventory Setup for Oracle Order Management.................................................................................4-3
Objective........................................................................................................................................................4-4
Overview .......................................................................................................................................................4-5
Copyright Oracle, 2007. All rights reserved.
Holds .............................................................................................................................................................7-5
Seeded Holds .................................................................................................................................................7-6
Automatic Holds............................................................................................................................................7-8
Generic Holds................................................................................................................................................7-10
Hold Sources .................................................................................................................................................7-11
Practice - Creating and Applying Holds ....................................................................................................7-13
Solution - Creating and Applying Holds ...................................................................................................7-14
Order and Quote Purge ..................................................................................................................................7-26
Purge Sets ......................................................................................................................................................7-27
Setting Up Exception Management ...............................................................................................................7-29
Guided Demonstration Setting up Exception Management....................................................................7-31
Summary........................................................................................................................................................7-35
Basic Pricing Setup..........................................................................................................................................8-1
Basic Pricing Setup........................................................................................................................................8-3
Objectives ......................................................................................................................................................8-4
Overview of Pricing in the Order to Cash Process ........................................................................................8-5
Overview of Pricing Integration ....................................................................................................................8-6
Overview of Pricing Concepts.......................................................................................................................8-8
Overview of the Pricing Engine ....................................................................................................................8-10
Overview of Pricing Security ........................................................................................................................8-11
Overview of Price Lists .................................................................................................................................8-12
Overview of Pricing Agreements ..................................................................................................................8-14
Overview of Formulas ...................................................................................................................................8-15
Overview of Qualifiers ..................................................................................................................................8-16
Overview of Modifiers ..................................................................................................................................8-17
Overview of Contexts and Attributes ............................................................................................................8-19
Overview of Freight and Special Charges Modifiers.....................................................................................8-20
Overview of Basic Versus Advanced Pricing................................................................................................8-21
Overview of Price Lists .................................................................................................................................8-22
Price List Information....................................................................................................................................8-24
Creating a Price List ......................................................................................................................................8-27
Price List Header ...........................................................................................................................................8-28
Price List Line ...............................................................................................................................................8-30
Secondary Price List......................................................................................................................................8-34
Practice - Creating a Price List ..................................................................................................................8-35
Solution - Creating a Price List..................................................................................................................8-37
Copy Price List ..............................................................................................................................................8-40
Practice - Copying a Price List ..................................................................................................................8-41
Solution - Copying a Price List..................................................................................................................8-42
Price List Maintenance: Overview ................................................................................................................8-44
Manual Price List Updates.............................................................................................................................8-45
Practice - Manually Updating a Price List.................................................................................................8-47
Solution - Manually Updating a Price List ................................................................................................8-48
Adjust Price List ............................................................................................................................................8-50
Practice - Adjusting a Price List ................................................................................................................8-52
Solution - Adjusting a Price List................................................................................................................8-53
Add Items to Price List..................................................................................................................................8-55
Practice - Adding an Item Category to a Price List ...................................................................................8-57
Solution - Adding an Item Category to a Price List...................................................................................8-59
Overview of Modifiers ..................................................................................................................................8-62
Creating Modifier Lists .................................................................................................................................8-63
Adding Modifier Lines ..................................................................................................................................8-65
Creating Modifiers Lines...............................................................................................................................8-66
Modifier Line Examples ................................................................................................................................8-68
Modifier Types ..............................................................................................................................................8-69
Discount Modifier..........................................................................................................................................8-70
Copyright Oracle, 2007. All rights reserved.
Preface
Profile
Before You Begin This Course
Prerequisites
Related Publications
Oracle Publications
Title
Part Number
B28099-01
B25975-01
B31232-01
B31547-02
B31581-01
B31440-01
Additional Publications
Read-me files
Oracle Magazine
Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
Copyright Oracle, 2007. All rights reserved.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
Objectives
Overview of Formulas
Overview of Formulas
You can define prices as constant values or create formulas to provide pricing flexibility and
the ability to carry out complex computations. Some of the formulas that are created are based
on the following formula component types:
Factor List: You can apply different factor values for varying item attributes
Numeric Constant: Numeric value
Pricing Context: Grouping of pricing attributes, of which a maximum of 100 can be
incorporated in the formula
Product Context: Which contains only one attribute, item
You can create formulas in the Pricing Formulas window.
Basic Pricing provides seeded formulas, such as the Freight and Special Charges Formulas,
which includes the Cost to Charge Conversion formula and Cost to Charge Markup formula.
These formulas convert freight costs to freight charges.
Overview of Qualifiers
Overview of Qualifiers
A qualifier defines eligibility rules for modifiers and price lists. A qualifier can be a customer
name, a customer class, an order type, or an order amount that can span orders.
Though a qualifier may be set up independently, it comes into effect only when linked to a
modifier or a price list. Thus, the modifier that is set up and linked to a qualifier determines
who the price adjustment will affect as well as the amount that will change.
You can create qualifier groups to apply individual qualifiers as a set. When you group
qualifiers, they become a set, which allows for faster searching and setup.
Overview of Modifiers
Overview of Modifiers
Modifiers determine the adjustments made to the list price. These are dependant on various
business factors such as the type of adjustments to make, the level at which the adjustments are
made, how the modifiers are qualified, how they are applied, etc. You can create three modifier
list types in Oracle Pricing:
Discount List
Surcharge List
Freight and Special Charge List
Modifier Line Types
The following modifier line types are available in Oracle Pricing:
Discount
Surcharge
Freight and Special Charges: Amount applied to the customer invoice for movement of a
shipment to a destination
Price Break: Only point price breaks are allowed in Basic Pricing modifiers. For example,
the following pricing decisions are:
Copyright Oracle, 2007. All rights reserved.
price list, the currency on the order does not have to match the currency defined in the
price list.
Rounding Factor: You can define the number of places to the right or left of the decimal
point to which the pricing engine rounds prices from price lists and modifiers from
modifier lists:
- A negative rounding number such as -3 rounds the number of characters to the right
of the decimal point. For example, a rounding factor of -3 indicates rounding to the
nearest thousands so 1.1445 rounds to 1.145.
- A positive rounding number such as +2 rounds the number of characters to the left of
the decimal point. A rounding factor of 2 indicates rounding to the nearest hundreds
so 107 rounds to 100.
- If you enter zero, you affect nothing.
engine to look at more that one price list to determine the value of the sales order line. The
Pricing engine will look to the Secondary Price list if the requesting item and unit of measure is
not on the Primary Price list. A secondary price list is a price list you have defined previously.
Any price list has the ability to be used as a secondary price list.
Price Lists and Sales Order Defaults
Fields such as Payment Terms, Freight Terms, and Freight Carrier are available on the Price
List form. By defining the Order Management defaulting rules to use these fields from the
Price List window, you are able to default values directly into the sales order based upon which
price list has been selected for the order. For more information on Defaulting Rules, see the
Order Management Users Guide.
Note: Price Lists cannot be deleted, however a price list is made valid or invalid with the use
of its effective dates. Alternatively, selecting or deselecting the Active box also temporarily or
permanently makes the price list available or unavailable for use.
with a lower value in the Precedence column will have a higher precedence and will be
selected to price the line; for example a Precedence value of 1 is selected before 2.
You can select product, pricing, or qualifier contexts in the price list and select the
corresponding attributes that determine the pricing action. The product context contains only
one context type Item. The pricing context contains all the pricing attributes that have been
created and linked through the Attribute Management windows. The qualifier context allows
you to link your customer hierarchy to the pricing action and ensure that the customer
attributes also play a part in determining pricing of the item.
value prior to being used by the pricing engine. The price list supports both positive and
negative values. A negative value enables you to create an item which represent a restocking
fee. Enter this item on your price list with a negative value, then enter this item on your Return
order. When the pricing engine calculates the total value of the return it will subtract the
restocking fee thus lowering the value of the credit memo. The pricing engine evaluates Start
and End dates.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Creating General Information for the Price List
Responsibility = Oracle Management Super User, Vision Operations
1.
2.
3.
Click Save. You can now add the price list lines when the instructor advises.
4.
In the List Lines tab, add the following items to the price list:
Product
Context
5.
Product
Attribute
Product Value
UOM
Primary UOM
Value
Item
Item Number
XX-Pager
Ea.
Deselected
$700
Item
Item Number
XX-Palm Pilot
Ea.
Deselected
$700
Item
Item Number
XX- Phone
Ea.
Deselected
$500
Item
Item Number
XX-Phone Card
Ea.
Deselected
$100
Item
Item Number
AS54888
Ea.
Deselected
$1599
Item
Item Number
AS92888
Ea.
Deselected
$2300
2.
3.
(B) Save.
Enter the first price list line using the following data:
In the Product region:
Product Context = Item
Product Attribute = Item Number
Product Value = XX-Palm Pilot
Product Description = Defaults
UOM = EA (Each)
Primary UOM = Deselected
Line Type = Price List Line
Application Method = Unit Price
Value = $700
Start Date = Current date
Precedence = Defaults
5.
Add the following items, one item at a time, to the price list.
Product
Context
Product
Attribute
Product Value
UOM
Primary UOM
Value
Item
Item Number
XX-Pager
Ea.
Deselected
$700
Item
Item Number
XX- Phone
Ea.
Deselected
$500
Item
Item Number
XX-Phone Card
Ea.
Deselected
$100
Item
Item Number
AS54888
Ea.
Deselected
$1599
Item
Item Number
AS92888
Ea.
Deselected
$2300
6.
(I) Save.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Copying a Price List
1.
2.
3.
4.
Submit the copy request and confirm that the request completed normally.
5.
Repeat the preceding steps to copy the following price list from XX-Price List 1:
Copy To: Price List Name
XX-Price List 4
6.
Description
Manually updating a price list.
Query your XX-Price Lists to confirm that the price lists were copied successfully.
Copyright Oracle, 2007. All rights reserved.
(N) Oracle Management Super User > Pricing > Price Lists > Copy Price List
2.
3.
4.
5.
6.
Repeat the preceding steps to copy the following price list from XX-Price List 1:
Copy To: Price List Name
XX-Price List 4
7.
Description
Manually updating a price list.
Query your XX-Price Lists to confirm that they were copied successfully.
The pricing engine always validates the Price List and List Lines Effective Dates.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Manually Updating a Price List
1.
2.
Find your price list named XX-Price List 4. Enter an End Date for the item AS54888.
3.
Add a new line for the same item and uom with a future start date and a Unit Price of $1699.
This preserves the pricing history of an item.
4.
For item AS92888, change the selling price to $2500 without maintaining the pricing history
of the item.
Navigate to the Price Lists window, and find your price list named XX-Price List 4.
2.
3.
Add a new line for the same item and uom with a future start date and a Unit Price of $1699.
This preserves the pricing history of an item.
4.
For item AS92888, change the selling price to $2500 without maintaining the pricing history
of the item.
5.
(I) Save.
Any time a new line is added to a price (manually, copy, or Add Items) the system
populates the Creation Date with the system date.
Use the Creation Date to select only items that were added on a given date. This is very
helpful when you have used the Add Items to Price List program to add new items At
Cost. This enables you to markup the new items while leaving the older lines untouched.
Use the Copy program to create as many price list as your business procedures support
and then Adjust the Price List Value by a Percent or an Amount.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Adjusting a Price List
1.
2.
3.
Submit the request and verify that it completed normally. The status should read
Completed, Normal.
4.
Find your price list (XX-Price List 2) and scroll to the Value field to view the 10 percent
increase.
2.
3.
4.
5.
Query your XX-Price List 2 to confirm that the prices were adjusted successfully.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Creating a Price List
1.
2.
Enter the following information in the price list header using (all remaining information
defaults in):
Name = XX-Price List 3
Active = Selected
Description = Accessories Price List
Round To = -2 (defaults from multicurrency list)
Effective Date = Todays Date
3.
5.
6.
Select the Set List Price Equal to Cost From check box.
7.
8.
9.
Review the status of the request you submitted. The concurrent request should read
Completed, Normal.
10. Navigate to your price list XX-Price List 3 to verify that many items have been added to
your price list, including the item cost from M1 inventory organization.
2.
Enter the following information in the price list header using (all remaining information
defaults in):
Name = XX-Price List 3
Description = Accessories price list.
Round To = -2 (defaults from multicurrency list)
Effective Date = Todays Date
3.
(I) Save.
(N) Pricing > Price Lists > Add Items to Price List
Copyright Oracle, 2007. All rights reserved.
5.
6.
(B) Submit.
7.
8.
Review the request status to ensure the concurrent request completed successfully.
9.
10. Verify that many items have been added to your price list, including the item cost from M1
inventory organization.
Overview of Modifiers
Overview of Modifiers
Use modifiers to adjust the list price. Select from the following modifier types in basic pricing:
Discounts, Surcharges, Point Price Breaks, Freight and Special Charges.
Create Order Level Modifiers to apply modifier to all order lines.
Create Line Level Modifiers to apply modifier to only the current line.
Using qualifiers with modifier lists can improve processing time because the pricing engine
selects only those modifiers that are applicable to the current pricing request. By creating
qualifiers for your modifier list and lines, you can create rules that will be automatically
applied by the pricing engine.
From the order or order line you can use the Action View Adjustments to see the details of
modifiers that were applied automatically by the pricing engine or to apply manual discounts.
Also, if the modifier is overridable, you can use this window to enter new values or override
the pre-defined values.
The pricing engine uses the Start and End Dates to establish effective dates for the
modifier line.
The Print on Invoice feature is controlled by a profile option: OM: Show Discount Details
on Invoice. If it is selected the discounts will print on your invoices. Otherwise, the net
amount is passed to Receivables.
Select the Automatic check box if you want the pricing engine to apply the modifier to all
qualified orders and order lines.
To create Manual discounts, deselect the Automatic check box.You can use the Action >
View Adjustments in the Sales Orders window to apply manual modifiers.
To avoid changing the Selling Price calculated by the pricing engine, deselect the
Override check box.
Some businesses have such a flexible selling price where they need to overwrite the
calculated price with a new price. To do this, create a modifier line and deselect the
Automatic check box and select the Override check box. Optionally, restrict the modifier
to a specific Item number or item category by using the Product Attribute.
If multiple discounts are eligible to be applied, then the pricing engine applies the modifier that
gives the lowest price to the customer (incompatibility resolution using best price rather than
precedence).
View your Discounts and Surcharges from the Sales Orders Action View Adjustments
menu. View your Freight and Special Handling charges from the Action Charges menu.
Modifier Types
Modifier Types
The table shows modifier list types and the line types that can be associated with each modifier
list type: discounts, surcharges, and freight and special charges. The check mark (3) indicates
that the line modifier is available for the list modifier. The (2) indicates that the line modifier is
not available for the list modifier.
Discount Modifier
Discount Modifier
A discount can be a percentage of a basic value. For example, a corporate customer can be
offered a 15 percent discount. A discount can also be for a fixed amount. For example, a
discount of $10 can be offered to a customer who spends more than $300.
Scenario 1
If a customer is either a preferred customer or a customer who spends more than $150, they
receive 10 percent off the order.
Scenario 2
For any 10 compact discs purchased by April 2000, the customer receives $2 off.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
You have access to the Order Management Super User, Vision Operations
responsibility.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Creating a Discount Modifier
Responsibility = Oracle Management Super User, Vision Operations
1.
2.
3.
Click the List Qualifiers button and create the following list qualifiers:
Qualifier Context
4.
Qualifier Attribute
Operator
Value From
Customer
Customer Name
Modifier List
Price List
XX-Price List 2
Modifier
Number
1
Modifier
Level
Line
Modifier
Type
Discount
Start/ Finish
Dates
Optional
Pricing
Phase
10
Incompatibility Bucket
Level
(blank)
5.
6.
You now have a discount of 5% for all products ordered, only when the following criteria is
met:
7.
Return to the modifier header and select the Active check box.
8.
2.
(T) Main:
Modifier Type = Discount List
Number = XX-Discount 1
Active = Deselected (to start)
Automatic = Selected
Name = XX-Discount 1
Version =1
Start Date = Todays date
Description = Enter a meaningful description
3.
Qualifier Context
4.
Qualifier Attribute
Operator
Value From
Customer
Customer Name
Modifier List
Price List
XX-Price List 2
(B) OK.
This action applies the qualifier to the modifier and modifier lines defined in the Modifiers
Summary tab.
5.
Modifier
Number
1
6.
Modifier
Level
Line
Modifier
Type
Discount
Start/
Finish
Dates
Optional
Pricing
Phase
10 List
Line
Adjustment
(T) Discounts/Charges:
Application Method = Percent
Value = 5
Incompatibility Bucket
Level
(blank)
7.
A discount of 5% will be applied for all products ordered, but only when:
8.
Return to the header of the modifier and select the Active check box.
9.
(I) Save.
Surcharge Modifier
Surcharge Modifier
A Surcharge modifier increases the cost of an item, and can be applied using the following
application methods:
Percent
Amount
Lumpsum
New Price
A surcharge can be used to apply taxes, handling charges, and other special costs in the price.
Scenario 1
Customers in the National Accounts territory who spend less than $1000 per order receive a 2
percent surcharge.
Scenario 2
Any customer placing a rush order (delivery required within two days) has to pay a $50
surcharge for special handling.
Qualifier Overview
Qualifier Overview
A qualifier consists of one or more conditions that define eligibility for a particular price or
benefit. Qualifiers are an intrinsic part of pricing logic that enable you to create eligibility rules
for modifiers. You can use grouping numbers to create AND and OR conditions between
different qualifier conditions:
If the Grouping Numbers are the same, AND logic is applied.
If the Grouping Numbers are different, OR condition is applied.
If the Grouping Number is 1, then that qualifier is always used with an AND condition
with the other qualifiers. The qualifier with a grouping number of 1 is mandatory and
must be satisfied, irrespective of other qualifiers.
Order:
- Customer PO
- Order Type
Note: When a qualifier has a grouping number 1, it implies that the qualifier will be taken as
mandatory in comparison to other qualifiers.
A Modifier List with four line modifiers that determine how to use the formulas
Note: For freight charge modifiers, you can apply freight charges corresponding to ONLY
ONE Charge name (such as "Freight Costs") even if several charge names qualify.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Defining the First Formula
1.
2.
3.
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Amount
N/A
Numeric Constant
N/A
N/A
.01
Place your cursor on the Formula name field, clear the record, and enter the next formula:
Name = XX-Handling
Description = Item Quantity x Constant .05
Formula = 1*2
Formula Type
5.
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Quantity
N/A
Numeric Constant
N/A
N/A
.05
7.
8.
9.
Qualifier
Context
Qualifier
Attribute
Precedence
Operator
Value From
Modifier List
Price List
Defaults
XX-Price List 1
Order
Order Type
Defaults
Mixed
Click OK.
10. In the Modifiers Summary tab, enter the following modifier line information:
Modifier
Number
Level
Modifier Type
Freight1
Line
Freight/Special
Charge
Start/End Dates
Optional
Automatic
Selected
Pricing Phase
50 (Line
Charges)
Bucket
1
Formula
Freight Costs
Application Method
XX-Freight
Value
Lumpsum
(blank)
12. Click Line Qualifiers and enter the following qualifier data:
Grouping
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Defaults
Value
From
0
Operator
BETWEEN
Value
To
10000
Level
Freight2
Order
Start/End
Dates
Modifier Type
Freight/Special
Charge
Optional
Automatic
Selected
Pricing Phase
Bucket
70 (Charges:
Header/All Lines)
(blank)
Application Method
Lumpsum
Value
750
Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
Defaults
Value
From
Operator
BETWEEN
Value To
10000
Leve
l
Line
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected
Pricing Phase
50 (Line
Charges)
Formula
Application Method
Bucket
Value
Handling Costs
XX-Handling
Lumpsum
Blank
Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
Operator
Defaults
Value
From
BETWEEN
Value
To
10000
Level
Handling
2
Order
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected
Pricing Phase
70 (Charges:
Header/All Lines)
Bucket
(blank)
Application Method
Handling Costs
Value
Lumpsum
50
Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
Operator
Defaults
BETWEEN
Value
From
Value To
10000.99
Level
Handling
2
Order
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected
Application Method
Lumpsum
Value
50
Pricing Phase
70 (Charges:
Header/All Lines)
Bucket
(blank)
Grouping
Number
Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
Defaults
Operator
Value
From
Value To
BETWEEN
10001
999999
29. Return to the Main tab of the Modifier header and select the Active check box.
30. Save your work.
Creating a Sales Order Using the Freight and Handling Charge Modifier
31. Navigate to the Sales Orders window.
32. In the Main tab:
Customer = XX-Big City Electronics
Required Header information defaults from your customer setup
Price List = XX-Price List1
33. In Line Items tab:
Ordered Item = XX-Palm Pilot
Quantity =1
34. Save your work and note the order number ---------------.
35. Click Actions > Charges and Freight Costs to view your charges.
36. Close the window.
37. Navigate to the Order Information tab, and select Actions > Charges. No charges should
apply.
38. Close the Charges window
39. Increase the quantity ordered (such as quantity 20) of the order line so that the ordered
amount exceeds $10,000.
40. Save your work.
41. Click Actions > Select Charges and Freight Costs to view your charges. There should be
none (provided Order Total is above $10,000).
42. Close the window and select the Order Information tab.
43. Click Actions > Charges. There should be a line for Freight Costs of $750 and a line for
Handling Costs of $50 (provided the Order Total is greater than $10,000).
44. Save your work.
2.
3.
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Amount
N/A
Numeric Constant
N/A
N/A
.01
(I) Save.
5.
6.
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Quantity
N/A
Numeric Constant
N/A
N/A
.05
(I) Save.
8.
9.
Qualifier
Context
Qualifier
Attribute
Precedence
Operator
Value From
Modifier List
Price List
Defaults
XX-Price List1
Order
Order Type
Defaults
Mixed
Level
Line
Modifier Type
Freight/Special
Charge
Start/End
Dates
Automatic
Pricing Phase
Bucket
Optional
Selected
50 (Line Charges)
Formula
XX-Freight
Application Method
Lumpsum
Value
(blank)
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Operator
Value
From
Value
To
Defaults
BETWEEN
10000
Level
Modifier Type
Freight2
Order
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Pricing Phase
Bucket
Selected
70 (Charges:
Header/All Lines)
(Blank)
Application Method
Lumpsum
Value
750
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Defaults
Operator
BETWEEN
Value
From
Value
To
10000
Level
Modifier Type
Handling1
Line
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Pricing Phase
Bucket
Selected
50 (Line Charges)
Formula
Application Method
XX-Handling
Value
Lumpsum
Blank
Qualifier
Context
Volume
Qualifier
Attribute
Order
Amount
Precedence
Defaults
Operator
BETWEEN
Value
From
Value
To
10000.
99
Level
Handling
2
Order
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected
Application Method
Lumpsum
Value
50
Pricing Phase
70 (Charges:
Header/All Lines)
Bucket
(blank)
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Operator
Value
From
Value To
BETWEEN
10001
9999999
Precedence
Defaults
Quantity =1
33. (I) Save your work and note the order number ______________.
34. (B) Actions > Charges and Freight Costs to view your charges.
Viewing Errors
Viewing Errors
Errors in your price book will be indicated in the Search Results and within your price book.
There is also a seeded template to view pricing errors.
Blank
Yes
Yes
Off
Blank
Blank
Individual : =
round(list price) +
round(adj)
QP: Set Request Name
Required
Blank
QP: Unit Price Precision Type
Required
Standard
QP: Valueset Lookup Filter
Optional
Yes
QP: Verify GSA Violations
Required
No
Please refer to the Oracle Order Management Implementation Manual for further details.
Summary
Overview of Shipping
Execution
Chapter 9
Objectives
Standard Shippable Items: Standard shippable items dont need to perform any of the
Create Supply activities so directly advance to the Shipping activity.
Shipping
What happens when the order line reaches Ship Line workflow activity?
Oracle Order Management calls Oracle Shipping Execution APIs to indicate that a line is
Ready to Release.
The sales order line status is changed to Awaiting Shipping. Order lines that are awaiting
shipping have corresponding records in Oracle Shipping Execution module called
Delivery Lines.
Pick Release process creates move orders to move items to the staging location and create
reservation in Oracle Inventory.
From the staging area shipments are weighed, packed and shipped.
Deliveries are Ship Confirmed out of the staging location.
When a delivery is Ship Confirmed, Oracle Shipping Execution calls OM APIs to
communicate the event, triggering the line flow to move forward.
Delivery Leg
Delivery Leg
A delivery leg is synonymous to bill of lading and consists of at least two stops. A bill of
lading is an agreement between the shipper and carrier acknowledging receipt of goods
shipped. The bill of lading has all the details specifying the terms of delivery. A delivery might
consist of several delivery legs to reach its final destination.
Containers/LPNs
Containers/LPNs
License Plate Numbers (LPNs), also known as containers, are used for packing delivery lines.
You can create containers without assigning them to a delivery. This is useful if you want to
create multiple containers of the same type then pack them with unassigned delivery lines.
Pick Release
Pick Release
Pick release is the process of finding and releasing eligible delivery lines that meet the release
criteria that you specify. Pick release creates move orders for picking from inventory. The
release criteria is defined based on your business requirements. You customize the release
criteria by defining the following:
Release Rules: The release rules identify which delivery lines should be considered for
pick release and the picking operations that should be performed on the selected lines.
Release Sequence Rules: The release sequence rules define the order in which eligible
picks are allocated inventory.
Pick Slip Grouping Rules: The pick slip grouping rules define how released order lines
are grouped on the pick slips for ease of picking.
Move Orders
Move Orders
A move order is a request to transfer materials from a subinventory to a staging location. The
pick release process creates move orders pre-approved requests for subinventory transfer. The
move order consists of move order lines that must be moved from the subinventory to the
staging location. To release the move order lines, the lines must be allocated with the materials
from the subinventory. Oracle Inventory picking engine fills in the move order lines with the
transaction details. It also places a high-level reservation on the material if no reservation
previously exists. This process is called allocation.
Staging Location
A staging location is the destination subinventory where the materials are deposited after
picking. Material deposited in the staging location is then in position for its next step, which is
ship confirm. Each organization must designate at least one staging subinventory. In a
warehouse, the staging location is physically located typically near the shipping dock. Staging
subinventories should be reservable. Each pick release batch created at pick release will have
the same destination staging subinventory.
Pick Confirmation
Pick Confirmation
Pick confirmation is a process that performs the transfer of materials from the source
subinventory location to the staging location. The transfer is performed based on the allocation
made by Oracle Inventory to the move order lines. Pick confirmation automatically transfers
the high level reservation to an allocated reservation (including lots, subinventory, and
locators) in the staging location.
Ship Confirm
Ship Confirm
Ship Confirm is the process of confirming that items have been shipped from the staging
location. Delivery lines must be in the Staged/Pick Confirmed status to perform Ship Confirm.
During Ship Confirm you can perform the following actions:
Backordering: Backordering when only a partial quantity of items that were pick released
require shipping. When a delivery line is backordered, the delivery line is split into two
delivery lines. The original line quantity is the detailed quantity. The new line quantity is
the difference between the requested quantity and the detailed quantity.
Consolidating Backorders: Consolidating backorders is an automatic process that
combines several backordered delivery lines having the same source line, back into one
delivery line. Consolidating Backorders is performed during Pick Release, Cycle Count,
or Ship Confirm. When a backorder occurs, Oracle Shipping Execution searches for the
existing backorder delivery lines for a particular source line.
Note: To consolidate backorders the Consolidate Backorder Lines field in the Global
Parameters window must be selected.
Making Items Non-Reservable: Making items non-reservable places a reservation on the
items such that they are not available for other delivery lines. While making the items
Copyright Oracle, 2007. All rights reserved.
non-reservable you must specify the subinventory and stock locator to pick the items
from. If the items are serial controlled, lot controlled, or revision controlled you must
specify the respective details while making items non-reservable.
Models: You can ship Model items non-proportionately, for example:
- You ship all the components but not in the correct proportion
- You do not ship all of the components
Ship confirm all delivery lines assigned to the deliveries that are in the Staged status and
which does not require assignment of serial numbers.
Note: To automatically ship confirm, you must assign a ship
confirm rule to your organization. You can assign the same
in the Shipping Transaction tab of Shipping Parameters
window. For more information, see the lesson titled
Shipping Transaction Parameters slide.
Auto create trips, if trips and stops are not manually created for the delivery lines.
Note: If pick, pack, and ship process is not successful for even one delivery line of a delivery,
the one step shipping cannot be performed on the entire delivery.
Note: To ship confirm from the Shipping Transactions form, the organization to which the
sales order belongs should be attached with a ship confirm rule.
2.
3.
(T) Lines
Line Status: Not Shipped
4.
5.
(B) Find. All lines which are not shipped are displayed in the Shipping Transaction Form
Click on the Vertical Splitter on the left of the Shipping Transaction Form to view the Query
details.
10. Click on the Vertical Splitter on the right of the Shipping Transaction Form to view the
Packing Calculator.
Query Manager
Query Manager
(N) Shipping > Transactions > Query Manager
The Query Manager is a window used to search and save queries created on the shipping
entities. You create customized queries by entering your search criteria and saving them. You
can use the saved query for future searches. The queries are classified into the following:
Personal Query: Queries you save for your personal use. This query is not available to
other users.
Public Query: Queries you save and share with other users. This is very useful if you
want to centrally manage the queries.
Temporary Query: Queries that are not used frequently such as those that you use only
once. These are queries which are not used frequently. Temporary queries are not saved
and are valid for that session only.
Data Manager
Data Manager
The data manager is a part of the Shipping Transactions form. You can perform the following
using the data manager:
Create or modify data pertaining to shipping entities
Plan shipping entities
Perform shipping operations such as Pick Release and Ship Confirm
Generate reports
2.
(M) Tools > Change View to toggle between the two Quick Ship views. The two Quick Ship
views are as follows:
Delivery Confirm View
Trip Confirm View
Finding Deliveries
3.
4.
You can find the deliveries in the Quick Ship window using any one the following methods:
Enter the delivery in the Name field and click Tab
Click on Name LOV to find for a delivery.
Click on the Find icon to find the delivery using Find Deliveries window. In the
Find Deliveries window, you can find the delivery based on the search criteria you
enter.
To hide the Number of LPNs field. Click on the field. You can hide a field using any one of
the following option
(M) Folder > Hide Field.
Right click on the field, select Folders option on the popmenu, and click Hide Field.
6.
7. To change the position of a field in the Quick Ship window, you can use anyone of the
following methods.
Click on the field to be moved. Click (M) Folder and click on Move Right, Move Left,
Move Up, and Move Down to move to respective position.
Right click on the field to be moved. Select the Folders option in the popment, and click
on Move Right, Move Left, Move Up, and Move Down to move to respective position.
9.
10. Select the Show Additional Delivery to display the Additional tab.
11. Select the Show Trip Information to display the Trip tab
12. (M) File > Save.
Summary
Objectives
Roles
Roles
(N) Shipping > Setup > Grants and Role Definitions > Define Roles
Oracle Shipping Execution provides a role to each user that controls the access of Action list
and Tools menu in the various user interfaces.
Defining Roles:
Roles provide data access controls. You can assign the following data access controls to
each role:
- Data Access Edit: This enables you to edit and view data pertaining to shipping
entities
- Data Access View: This enables you to only view data pertaining to shipping entities
- Data Access None: This prevents you from editing and browsing data and
performing actions
You can create your own customized roles by defining the access controls to match
responsibilities of your shipping personnel.
Defining and Copying Shipping Execution Roles
Use the Shipping Execution Role Definition window to define and copy the shipping
roles. The roles can be granted access to functionalities. The functionalities are classified
as follows in the Shipping Execution Role Definition window:
- Trips
- Stops
- Deliveries
- Lines/LPNs
- General
Copying a role is performed from the Edit menu, using the Duplicate option. The
privileges can be updated, name, and new user assignments are available when copying a
role.
(N) Shipping > Setup > Grants and Role Definitions > Define Roles
2.
3.
(T) Trips.
4.
5.
(B) Disable All to block all trip activities for this role.
6.
(T) Stops.
7.
8.
(B) Disable All to block all stop activities for this role.
9.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
Define a new role for your shipping clerks named XX-Shipping Clerk. Disable access to all
functions under Trips and Stops.
Login to the database using the User Name and Password supplied by your instructor.
Choose Responsibility
2.
Define a Role
(N) > Shipping > Setup > Grants and Role Definitions > Define Roles
3.
Name: XX-Clerk.
4.
5.
(T) Trips.
6.
7.
(T) Stops.
8.
9.
(T) Deliveries.
A user can have one or more grants. If the user does not have any grant (expired, effective,
or future), the default is view-only access to all organizations. If the user has grants, the
user's access is controlled by the effective grants. If there are overlapping grants in the
same organization or an intersection of grant date ranges, the union of grant privileges
controls the user's access.
A role can be assigned to a user that spans all organizations instead of granting a unique grant
per organization. If an organization is not specified, the grant is applicable to all organizations.
(N) Shipping > Setups > Grants and Role Definitions > Grants
2.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
Grant the shipping clerk role to the OMSUPER user for all Organizations.
2.
Login to the database using the user name and password supplied by the instructor.
Choose Responsibility
2.
Grant Role
3.
(N) > Shipping > Setup > Grants and Role Definitions > Grants
User
OMUSER
Role:
XX-Clerk.
Leave Org. blank.
Accept Start and End Dates.
4.
Freight Carriers
Freight Carriers
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Carriers
A freight carrier is a commercial company that transports shipments to and from customers,
suppliers, and internal organizations. A freight carrier can consist of different service levels
and mode of transportation. You must assign a freight carrier to a delivery in order to ship
confirm if Enforce Ship Methods is enabled in Global Shipping Parameters window. You can
classify a freight carrier as follows:
Active: An active carrier is a carrier attached with a vehicle.
Generic: A generic carrier is virtual carrier that is attached to a vehicle. A generic carrier
can be defined to set up the transit time between an origin and destination. Only transit
time information can be specified for a generic carrier. Other information such as rating,
manifesting, load tendering cannot be defined for a generic carrier.
Note: The ship method of the freight carrier can be used by the organization only if the ship
method is assigned to the organization.
Ship Method
Ship method is the concatenation of the following:
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Carriers
2.
3.
4.
5.
Select Assigned check box for the Organization M1 and click Done.
6.
Freight Costs
Freight Costs
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Cost Types
You can define freight cost types, which can be attached to shipments. You can attach multiple
freight costs to a shipment. You can group freight costs based on the freight cost types.
The prerequisites for defining freight costs are:
Define values for Freight Cost Type lookups
Define pricing modifier and optionally a pricing formula to pass freight costs to Oracle
Order Management and Oracle Accounts Receivable
You can define the freight costs in the Freight Cost Types window. You can define the
following attributes in the Freight Costs Types window:
Name of the Freight Cost
Type of Freight Cost
Currency of Freight Cost
Amount of Freight Cost
Effective period in which the Freight Cost is valid
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Cost Types
2.
3.
4.
Transit Times
Transit Times
(N) Shipping > Setup > Freight Carriers, Cost Types > Shipment Transit Types
Transit time is the time taken to ship material using a given ship method from origin to
destination. Transit time can be specified for the shipments between the following:
Organizations
Supplier and Organizations
Supplier and Customers
Third Party Warehouses
Before defining the transit times, you have to define freight carriers and assign them to
organization to get valid ship methods.
You can use the Transit Times window to define the transit time between two locations. You
can define the following in the Transit Times window:
Origin Type: You can select the location type such as
- Internal Location
- External Location
- Region
Copyright Oracle, 2007. All rights reserved.
- Zone
From Location: The location from which the shipment is shipped
Destination Type: Select the location type such as
- Internal Location
- External Location
- Region
- Zone
Destination: The location to which the shipment is shipped
You can define the following in the Ship Method regions
- Ship Method: Select a ship method from the list of values
- Intransit Time: The transit time between the origin and destination
- Daily Capacity: The maximum allowable load capacity in terms of weight that can
be shipped using the ship method in a day
- UOM: The unit of measurement used in calculating the Daily Capacity in terms of
weight
- Cost Per Unit: The cost per unit of measurement specified in the UOM field
- Currency: The currency in which the cost is calculated
- Daily Capacity: The maximum allowable load capacity in terms of volume that can
be shipped using the ship method in a day
- UOM: The unit of measurement used in calculating the Daily Capacity in terms of
volume
- Default Method: Select this, if you want this to be the default ship method for the
shipments between the origin and destination
The in-transit information automatically applies to the new user also for deciding shipping
quotation, you can compare your inter-zone shipment requirements with of your service
providers available lanes
Note: To work with Regions and Zones you must have Oracle Advanced Planning and
Scheduling Suite
2.
3.
4.
Enter the reports to be included in the document set in the next lines until completed.
5.
(I) Find.
7.
8.
Edit Effective Dates, Printing Method, add new documents, or delete existing ones.
9.
Document Categories
Document Categories
(N) Shipping > Setup > Documents > Document Categories
You can use the Document Categories functionality to categorize the shipping documents. Use
the Document Categories window to define the document categories.
You can create more than one document category for a document. For example, while printing
the Bill Of Lading (BOL) for a freight carrier, you want the name of the freight carrier to
printed as a suffix in the document, you can define a separate document category for the freight
carrier. When you use different BOL sequence for each carrier, you can identify the carrier by
looking at the BOL.
Document categories can be specified for the following:
Document Types/Ship Method/Carriers: When you specify the document categories for
specific document types, ship method, or carriers, you can identify the document.
Location: A specific location can be attached to the document category. For example, if
you have a freight carrier named Trucking Company and when it has the following
departure:
- From warehouse 1, the bill of lading number is WH1-12345- Trucking Co
Document Sequences
Document Sequences
(N) Shipping > Setup > Documents > Document Sequences
Define document sequences to generate a unique numbering sequence for documents in Oracle
Shipping Execution. Use the Document Sequences window to define the document sequence.
For example, you can specify unique document sequencing for BOL and packing slips in
Oracle Shipping Execution.
You can define the following in the Document Sequence window:
Name: The name of the document sequence
Application: The application to which the document sequence can be applied
From: The start date from which the document sequence is valid
To: The end date till which the document sequence is valid
Type: You can select the following options:
- Automatic
- Manual
- Gapless
Message: Select this checkbox to display a message to inform the user sequence and
name.
Initial Value: Initial value of the document sequence
The window consists of a Document and a Printer tab: the Documents tab displays all the
documents assigned to a printer, while the Printers tab displays all printers assigned to a
document.
If a user or responsibility is not specified, Shipping Execution uses the printer assigned to the
application.
for a manual compliance review. A response is not communicated back to Oracle Application
until a final compliance determination is made by the compliance user.
Shipping Exceptions
Shipping Exceptions
During shipping and transportation of goods there are many possibilities of encountering a
situation that violates the requirements of a shipper, transportation carrier, or the customer.
These situations are called Shipping Exceptions. The process of handling the exception is
called Handling Shipping Exceptions. Shipping Exceptions enable you to identify and handle
nonconforming operations that violate the requirements of your business or that of your
carriers and customers.
The shipping entities that can incur shipping exceptions are delivery, delivery lines, containers,
trips, and stops. For each shipping entity the shipping exceptions logged against it are
displayed in the Shipping Transactions form and Quick Ship window. If there is any exception
logged against an entity, the Exception check box is enabled. The color of checkbox will
display the level of exception. They are as follows:
Red: This color of the checkbox indicates that there exist at least one exception for this
entity which is an error
Yellow: This color of the checkbox indicates that there exists at least one exception for
this entity which is a warning
No Color: If the exceptions checkbox is checked but there is no red or yellow color, then
there exists at least one exception exists for this shipping entity as information only
Shipping Exceptions can be classified as:
Seeded Exceptions: Seeded exceptions are the default exceptions that ship with Oracle
Shipping Execution.
Manual Exceptions: You can create manual exceptions to meet your business
requirements.
Exception Behavior: You can select the following to indicate the behavior of the
exception:
- Error: The exception must be handled before the entity can be closed
- Information Only: The exception is provided as information. You can close the entity
and the information only exception will be closed automatically.
- Warning: A warning is displayed but the entity can be closed.
Enabled: Select this check box, to enable the shipping exception
Raise Business Event: Select this check box, to raise a business event that can be shown
in the workflow
Note: You can enable or disable both the manual and seeded shipping exceptions
to indicate that the shipping exception is logged for this specific delivery. You can do the same
for trip and container.
Note: The Log Exception window can also be invoked from the Shipping Transactions form
and Quick Ship window
2.
(I) Find.
3.
To view all exceptions, leave the search fields blank and choose the Find button.
Exception Name: The particular name of the exception: for example, Picking Hold
exception.
Logging Entity: The log-on entity of the exception: shipper, receiver, or
transportation carrier.
Logged At Location: The location where the exception report was run (logged
location may be different from where the shipping exception occurred).
Exception Location: The location where the shipping exception occurred.
Inventory Organization: Exceptions according to a particular inventory
organization.
Exception Type: Type of exception: delivery, picking, and trip.
Exception Behavior: The behavior of the exception:
Error: The exception must be handled before the task can be completed.
Information Only: The exception must be handled before the task can be
completed. However, you can override it so that the task can be completed.
Warning: A warning is given but the task can be completed.
Delivery Name: Exceptions for a particular delivery name.
Status: Describes the current status of the exception:
Open: Initial status--not yet associated with an exception name.
Closed: This exception is closed.
No Action Required: No handling required for this exception.
Departure Date: Exceptions according to the departure date.
Arrival Date: Exceptions according to the arrival date.
Creation Date: Exceptions according to the date of creation.
5.
View Exceptions
6.
Click the tab that corresponds to the information you want to view or update. For example,
to update trip information for an exception, choose the Trip tab. Choose from the following
tabs:
Exception tab: Displays general details about the exception ID, such as the
exception ID, exception type, exception name, and a description of the exception.
Copyright Oracle, 2007. All rights reserved.
Trip tab: Displays information about the trip name, departure date, and arrival date.
Delivery tab: Displays the delivery name and delivery detail ID about the exception.
Container tab: Displays the container name, associated with the exception.
Inventory tab: Displays the inventory information for the exception including the
inventory organization, inventory item, item description, lot number, revision, serial
number, UOM (unit of measure), quantity, subinventory, and locator.
8.
(B) Open to display the selected exception in the Log Exception window.
9.
Select the tab to display the details that you want to view or update: Exception tab,
Trip/Delivery/Container tab, or Inventory tab.
Example:
Attribute
Priority Level
Order
Shipping Priority
1
Ascending
Schedule Date
2
Ascending
According to the above table the order lines with highest shipping priority with earliest
scheduled date will be allocated with the material first.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
Create a release sequence rule with a name of XX-Oldest First that will allocate inventory to
the orders with the earliest ship date. If multiple orders have the same ship date, you want
the oldest orders to be filled first. Use an ascending priority scheme.
Login to the database using the user name and password supplied by your instructor.
Choose Responsibility
2.
(N) Shipping > Setup > Picking > Define Release Sequence Rules
4.
5.
6.
Shipment Priority
The attributes you can group by in the Common region include the following:
Source Subinv
Source Locator
Item
Revision
Destination Subinv
Destination Locator
Project
Task
The attributes you can group by in the Manufacturing region include the following:
Job or Schedule
Operation
Department
Push/Pull
Note: The grouping attributes in the Manufacturing region is available only if Oracle
Warehouse Management system is installed.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
Define a new pick slip grouping rule with a User Defined Pick Methodology, the name XXSubinventory and select source subinv to group By.
Login to the database using the user name and password supplied by your instructor.
Choose Responsibility
2.
(N) Shipping > Setup > Picking > Define Pick Slip Grouping Rules
Pick Methodology:
User Defined.
Rule Name:
XX-Subinventory.
Description:
Group picking lines by source subinventory.
Group by:
Source Subinv.
4.
Release Rules
Release Rules
Order Management Super User, Vision Operations (USA)
(N) Shipping > Setup > Picking > Define Release Rules
Define the release rules to specify the criteria by which the delivery lines are selected for pick
releasing and to determine the picking operations that will be performed on the delivery lines.
Release rules provide a means for defining one time setup for your pick release process. Create
the release rules in the Release Rules window. You can create a customized pick release rule
with its own set of unique parameters for pick releasing. Pick Release Rules are more
convenient to use when you run pick release regularly based on the same set of criteria.
Note: You must have a release rule defined when you pick release using Release Sales Order
SRS or when you use the Auto Pick Pack and Ship features.
- Region
- Zone
- Ship-To Location
Customer: The customer
Item Region: In this region you select the Category Set, Category, and Item Number
Scheduled Ship Dates/ Requested Dates: Define the range of ship dates scheduled or
requested
Order Type: The type of order
Order Dates: You can specify a Start Date and End Date in combination with the Days
field to create a moving pick window when you schedule the concurrent program to run on
a regular basis. The start and end dates are relative to the system date.
Tasks: Select a task. You can select a task only if Oracle Project Manufacturing is
installed.
Pick From Region: Select the subinventory and locator from which you want to pick the
line items.
Default Stage Region: Select the default staging area to which you want to move the
items.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
Create a Release Rule with a name of XX-Seattles Rule that will select eligible order lines
that are shipping from Seattles M1- location. Your rule will pick unreleased orders as well
as backorders.
2.
Select your XX-Oldest First Release Sequence Rule and choose to Autocreate Deliveries.
3.
Use M1 as the Warehouse, select your XX-Subinventory Pick Slip Grouping Rule and
choose to Auto Allocate and Auto Pick Confirm.
Login to the database using the user name and password supplied by your instructor.
Choose Responsibility
2.
(N) Shipping > Setup > Picking > Define Release Rules Form > (T) Order
XX-Seattles Rule
All
4.
(T) Inventory
M1
XX-Subinventory
Yes
5.
(T) Shipping
M1-Seattle
XX-Oldest First
Copyright Oracle, 2007. All rights reserved.
6.
Number of Pick Slip Lines: The maximum number of pick slip lines that is grouped in a
Pick Slip. You must specify the value when the Print Pick Slip is set to Immediate.
Default Pick Release Document Set: Select the default pick release document set you
want to print during pick release.
Default Stage Subinventory: Select the default staging subinventory where items needs
to be transferred at the end of the pick release process.
Default Stage Locator: The default staging locator in the subinventory where the items
needs to be transferred at the end of the pick release process.
Autocreate Deliveries: Select one of the following to specify your preference for
autocreating deliveries:
- Selected: Pick release automatically creates deliveries based on the delivery grouping
criteria specified in the Delivery Grouping tab of the Shipping Parameters window.
Delivery lines are then assigned to the created delivery.
- Cleared: Deliveries are not created automatically at pick release
Auto Allocate: You specify the default auto allocate option during pick release. The
options are:
- Selected: During Pick Release move orders are automatically created and allocated
with items.
- Cleared: During Pick Release automatically creates move orders. The move orders
must be allocated with the inventory items manually using the Inventory Transact
Move Orders window.
Enforce Ship Sets and Ship Models: Enable the checkbox to enforce Ship Sets and Ship
Models during pick release. Ship Sets consists of a set related inventory items. When Ship
Sets or Ship Models are enforced, it means that all the items belonging to a ship set or ship
model should be released together, otherwise a warning message will be displayed. This
feature helps to ensure that only complete ship sets and ship models are transferred to the
staging subinventory.
Auto Allocate
Auto Allocate
Auto allocation is the process by which you can automatically allocate move order lines with
subinventory items based on the Oracle Inventory picking engine. To autoallocate during pick
release you can set the Auto Allocate field in the Inventory tab of Release Sales Order for
Picking window to Yes.
The release sequence rule selected for the pick release determines the order in which the move
orders are allocated with materials. During allocation a high level reservation is placed on the
items.
Allocation of inventory is a prerequisite for printing pick slips. The pick slip grouping rule
selected during pick release determines the grouping criteria for the picked lines in the pick
slip.
You can set the Auto Allocate option to Yes by default by setting the Auto Allocate checkbox
to Yes within the Pick Release tab of the Shipping Parameters window. For more information
refer to Pick Release slide.
Autocreate Deliveries
Autocreate Deliveries
You can automatically create deliveries for delivery lines that are not assigned to delivery.
During pick release you can check the Auto-Create Deliveries checkbox in the Shipping tab of
Releasing Sales Order for Picking window to autocreate deliveries. The delivery lines are
grouped together to form a delivery based on the parameters set in the Delivery Parameters tab
within the Shipping Parameters window. You can also select a set of delivery lines in the
Query window and autocreate delivery. For more information refer to Delivery Tab in Shipping
Parameters Window.
The subinventory transfer is executed to move the material from its source location to the
destination staging subinventory.
The delivery line status is changed to Stagged/Pick Confirmed, making it eligible to be
Ship Confirmed.
Note: Auto Pick Confirm is not possible if Auto Allocation is not selected.
Note: Manual Pick Confirmation is required if you have Oracle Warehouse Management
installed.
- Ship: Ship confirms the quantity of items specified in the Shipped Quantity
field and treats blank values as full quantity (shipped quantity = requested
quantity).
- Backorder: Ship confirms the quantity of items specified in the Shipped
Quantity field and treats blank quantities as full backorders (backorder
quantity = requested quantity).
- Stage: Leaves the unspecified delivery line quantity as staged and removes it
from the delivery.
Note: If a non-zero Stage Quantity exists on a line, it is split from the line and
unassigned from the delivery. If the Create Delivery for Staged Quantities is
enabled, all staged delivery lines are grouped together in a new delivery.
- Cycle Count: Ship confirms the quantity of items specified in the Shipped
Quantity field, treats blank quantities as full backorders (backorder quantity =
requested quantity), and transfers the backorder reservation to cycle
counting.
Defer Interface: This creates a trip and related stops for the delivery, but does not initiate
the Order Management interface and Inventory interface.
Create Bill of Lading: This creates a trip and related stops for the delivery and creates a
bill of lading.
Any of the above options can be combined. For example, you might want to create a trip,
change the status to In-Transit, close the trip, then print the bill of lading. In this case, you
would enable the Set Delivery In-Transit, Close Trip, and Create Bill of Lading options.
- Autopack Master: Autopack option is enabled for your organization. Select this
option, when you want to pack the delivery line items in a container, and pack the
containers into master container. For example, containers are packed into freight
containers for transportation. The auto packing is done based on the container-item
relationship.
Goods Dispatched Account: Select the default Cost of Goods Sold (COGS) account for
your organization.
Enforce Packing in Containers: Select one of the following options:
- Yes: Select this to enforce packing of delivery line items into containers. When you
select this option, a warning message is displayed during ship confirm to indicate that
you have not packed the delivery line items. You can bypass this message and
proceed.
- No: Select this not to enforce packing of delivery line items into containers.
Note: When you autopack, the delivery lines are grouped based on the delivery grouping rule.
For more information, see the lesson titled Delivery Tab In Shipping Transaction Parameters
Window slide.
Note: The delivery line details of a packed delivery cannot be modified until you unpack the
delivery.
Creating Containers
Creating Containers
Containers, also known as License Plate Numbers (LPNs), are used to pack items. LPNs can be
created at any point in the shipping process. Packing is the process in which the items are
packed into containers. LPNs can be created in the following ways:
Manually: You can create LPNs without assigning them to a delivery. You can use this
method, when you want to create multiple containers of the same type and then pack them
with unassigned delivery lines. This makes packing more flexible because you can plan
and pack ahead of time or as needed.
Automatically: Auto-packing provides a convenient and quick way of automatically
packing delivery lines into LPNs. The delivery lines are packed into the LPNs based on
the Container-item relationship set up in Oracle Shipping Execution or in Oracle
Inventory.
Note: You can pack delivery lines into LPNs regardless of whether they are pick released or
not pick released.
Container-Item Relationship
Container-Item Relationship
(N) Shipping > Setup > Container Load Details
The container-item relationship defines the container used for packing the delivery lines. When
setting this relationship define the maximum quantity of load items (delivery lines) that can be
packed into a container. For example, when you define 12 items of X that can be packed into
Y, this information is used to calculate the following:
Calculate the number of containers required for delivery lines in a delivery or trip. This
enables you to use the auto-pack function to auto-pack delivery line items into new
containers. The number of containers required to pack the delivery lines is automatically
calculated based on the container-item relationships.
Calculate the fill percentage for containers when the Fill Percentage Shipping parameter is
set to Quantity. For more information refer to General Tab In Shipping Parameters slide.
Note: The container-item relationship is only used for autopacking when the Shipping
Parameter, Percent Fill Basis is set to Quantity.
You can define the container-item relationship in the Container-Item Relationships window.
Container Item: Select the container item from the list of values bag, tote, A2-box
Item: Select the load item that you want to pack in the container
Maximum Quantity: Enter the maximum number of items that can be packed in the
container
Preferred Flag: Select this check box if you want the container-item relationship to be
the default for this combination
Note: A container item must be defined as Shippable in Oracle Inventory and assigned to the
organization before it will appear as a value in the Container Item LOV.
2.
3.
Continue defining all your Container-Item relationships in the next lines until completed.
4.
containers such as pallets or railway boxcars. The Auto-Pack option is available in the
Actions menu in the Lines/LPNs tab of the Shipping Transactions form.
Note: In order to use the Auto-Pack Master functionality you must define the container-item
relationship for the container into the master container.
Note: Auto-pack will automatically look at Container-Load Relationships set up for the item
and the detail container. If multiple container-item relationships exist for the same item, the
Preferred setting in the Container-Item Relationships window indicates the default containeritem relationship used for that item.
Packing Workbench
Packing Workbench
Use the Packing Workbench window to split the delivery lines between containers or to pack
sequentially one container at a time to its full capacity. The Packing Workbench window
consists of the following:
LPNs: This displays the containers and its contents.
Lines: This displays the delivery lines.
Available Capacity: This section displays the available capacity to be filled-in in the
containers.
Item Total: This displays the total weight and volume of the delivery lines in all the
selected containers. As the containers and delivery lines are selected or deselected in the
LPNs and Lines tab respectively, the total net weight and volume in this section is
recalculated.
Note: The item total is calculated only if Product Items field is set to Weight and Volume
in Oracle Inventory.
Packing Mode: The packing of items can be packed into the containers using two
methods. They are as follows:
- Full: You can fully pack one LPN and then proceed to pack the next LPN. When
packing multiple lines into multiple LPNs, the packing is performed one container at
a time. The first delivery line is packed into the first container until the container is
full or the line is completely packed. If the line is completely packed, then the next
line is packed into the same container until the container is full. If the LPN is fully
packed before the line is completed (in situation where only a partial quantity fits in
the container) then the line is split so that the split line now fills up the first container
and the remaining quantity of the original line is packed into the next container. This
is continued until all the lines packed. The remaining lines are left unpacked. A
warning will be issued to inform you that some lines have been left unpacked.
Note: To prevent unintended splitting of a product item when
packaging by weight/volume, define the items physical
attributes in Oracle Inventory as OM indivisible. For
example, you want to prevent the system from packing 9.5
wallets in a box while packing containers full by weight.
- Equal: You can split delivery lines equally between the selected LPNs so that each of
the container consists of equal number of items. In case of multiple lines being
packed into multiple containers, the lines are equally packed depending on the
number of containers available for packing.
Note: Equal packing method cannot be used for packing serial controlled items.
Workflow Lookups
Workflow Lookups
The following lookups support workflow in Oracle Shipping Execution:
R_DEL_GEN: Used with Delivery Flow Generic, this lookup reflects operations performed
on generic outbound deliveries.
R_SCPOD_C: Used with Ship to Deliver workflow, this lookup performs the operations
between ship confirm and final delivery.
R_TRIP_GEN: Used with Trip Flow Generic, this lookup reflects operations performed on
generic outbound trips.
Enable Workflows: On the General tab of the Shipping Parameters window, use the list of
values to select one of the following:
- Delivery: For use on deliveries only
- Trip: For use on trips only
- Both: For use on deliveries and trips
- None: Do not use workflows
Raise Business Events: Enable this checkbox if you want to utilize business events with
workflow in Oracle Shipping Execution.
Enable Ship to Deliver Workflow: Enable this checkbox if you want to utilize the Ship to
Deliver workflow in Oracle Shipping Execution.
The Enable Workflows parameter on the Global Parameters window must be set to Delivery,
Trip, or Both before you can enable workflows, raise business events, and enable Ship to
Deliver Workflow in the Shipping Parameters window. Enabling the parameters on the
Shipping Parameters window enables the workflow for your organizations.
Business Events
Business Events
Business events are represented within workflow processes by event activities. By including
event activities in a workflow process, you can model complex processing or
routing logic for business events beyond the options of directly running a predefined function
or sending the event to a predefined recipient.
Business events leverage Oracle Advance Queuing to communicate business events between
systems.
Business events specific to workflow in Oracle Shipping Execution include the following:
Wsh.delivery:
oracle.apps.wsh.delivery.gen.closed: Delivery Closure Event
oracle.apps.wsh.delivery.gen.interfaced: Delivery OM, INV Interface Event
oracle.apps.wsh.delivery.gen.setintransit: Delivery Set to Intransit Event
oracle.apps.wsh.delivery.gen.shipconfirmed: Delivery Ship Confirm Event
oracle.apps.wsh.delivery.itm.submittedscreeningatdelcreate: Delivery Export Screening at
Creation Event
Purging Workflows
Purging Workflows
The concurrent program named Purge Obsolete Workflow Runtime Data is used to purge
Shipping Execution workflows. See: Oracle Workflow Administrators Guide for more
information.
Shipping Purge is also used to purge Shipping Execution workflows when deliveries and trips
with related workflows are purged.
Shipping Lookups
Shipping Lookups
(N) Shipping > Setup > Lookups
Lookups are how you define selections within a list of values (LOV). The Lookups window
enables you to search for existing lookups, edit existing lookups, and create new lookups.
The following header fields are used when defining a lookup:
Type: This is the internal name used to identify the lookup.
Meaning: This is the meaning of the lookup type.
Application: This is the Oracle application that uses the lookup (Shipping Execution).
Description: This is the description of the lookup.
The body of the Lookups window contains the following:
Code: This is a unique code that is used for each value in the lookup.
Meaning: This is the meaning of the code used for each value.
Description: This is the description of the code used for each value.
Effective Dates To / From: These are the dates that are used for the value.
Enabled: This check box enables the value.
Copyright Oracle, 2007. All rights reserved.
Shipping Parameters
Shipping Parameters
The values for the parameters you specify in Shipping Parameters window are set as the default
values for the parameters in your successive operation. You must enter an organization before
assigning values to the parameters in this window. The Shipping Parameters window consists
of five tabs, they are General, Pick Release, Shipping Transaction, Delivery, and
Transportation.
container. The percent fill basis will not be calculated and the Fill % field for the LPN
will display as Null. You are allowed to pack an infinite amount into the container.
Export Compliance Screening: You can select the following:
- Not Required: Select this option when export compliance screening is not required for
shipments of your organization
- At Delivery Creation: Select this option, when export compliance screening must be
done whenever a delivery is created by your organization.
- At Ship Confirm: Select this option, when export compliance screening must be done
whenever a delivery is ship confirmed by your organization
- At Delivery Creation and Ship Confirm: Select this option when export compliance
screening must be done both at delivery creation and ship confirmation.
Note: Third-Party International Trade Management (ITM) application must be installed to
check Export Compliance Screening.
Profile Options
Profile Options
The following list represents profile options available with Oracle Shipping Execution:
WSH: Express Pick - If this profile is enabled (YES), then the Pick Release process will
skip move order line creation, allocations, and the pick confirm process if the following
conditions are met:
- Prior Reservations Only is checked in the Release Sales Orders window before
submitting pick release request
- Auto Pick Confirm is set to Yes in the Release Sales Orders window before
submitting pick release request
If the above conditions are met then the lines will not be Staged if:
- Organization to which line belongs is WMS enabled OR
- The sales order line does not have detailed reservation OR
- Line is not part of ship set but is part of Model/Kit (which has Ship Model Complete
set to Yes) and the shipping parameter Enforce Ship Sets and Ship
- Models is set to Yes OR
- Reservations are detailed up to the locator level or sub inventory reserved require a
locator
WSH: Internet Proxy URL: This enables the system to access UPS servers for United
Parcel Service Integration. This profile can only be set at the System Administrator.
WSH: Overpicking Enabled: You can set the value of this profile option to Yes to
enable overpicking.
WSH: Pick Release Batch Size: This enables you to change the batch size from 3 to
1000. Any value less than 3 is interpreted as 3 and any value greater than 1000 is
interpreted as 1000.
WSH: Quick Ship Default View: This enables you to determine the default view of the
Quick Ship window.
WSH: Retain ATO Reservations: This enables you to avoid the redundancy of rereserving an item. If set to Yes, then the inventory system retains the reservation and the
reservation status changes from Staged to Unstage, while the delivery line status changes
to Backordered.
WSH: Bulk Batch Size: This profile enables you to specify how many lines are to be
interfaced to Oracle Order Management per call. This enables you to specify the batch size
that is inserted in the Oracle Inventory tables.
WSH: Defer Inventory Process: When this profile option value is set to YES, then
Oracle Inventorys Process Online API call will be deferred. If the value is set to either
NULL or NO, then the process online API will be called in online mode.
Note: No Pick slips can be generated for lines processed as part of Express Pick. The
subinventory where reservation was created (before pick release) will be used for storage of
material and staging. The Staging subinventory and locator entered on the Release Sales Order
window is always ignored.
check box, you cannot enter a future date as the Actual Departure Date while Ship
Confirming the delivery.
- Defer Interface: Select this check box to defer shipping interfaces from initiating
updates to the interface tables. In this case, you must manually run the interface or
schedule the interface to run to update interface tables. For example, if you defer the
Inventory Interface, the inventory tables are not updated until you run the Inventory
Interface in the Shipping Interfaces window. If you do not select this check box the
interfaces are run automatically at Ship Confirmation.
- Consolidate Backordered Lines: Select this checkbox if you want to split delivery
lines to be automatically consolidated as they become backordered. For example, if
you split a line with quantity 10 into 5 lines of quantity 2, then during processing, the
inventory available equals 4 items. In this case, 3 lines will be backordered and
consolidated into 1 line with quantity of 6.
Summary