Oracle OM Student Guide2

R12 Oracle Order Management
Fundamentals
Volume 2 - Student Guide
D50091GC10
Edition 1.0
September 2007
D52995
Copyright 2007, Oracle. All rights reserved.

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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.
Oracle Order Management Fundamentals Table of Contents

i
Receipt to Issue Lifecycle..............................................................................................................................4-6

Inventory Organizations ................................................................................................................................4-7
Setting Up Locations .....................................................................................................................................4-8
Inventory Organization Structure ..................................................................................................................4-9
Sample Inventory Organization.....................................................................................................................4-11
Guided Demonstration - Creating Subinventories .....................................................................................4-12
Practice - Creating Subinventories ............................................................................................................4-13
Solution - Creating Subinventories............................................................................................................4-14
Interorganization Shipping Networks............................................................................................................4-21
Shipping Method ...........................................................................................................................................4-23
Units of Measure ...........................................................................................................................................4-24
Uses of Units of Measure ..............................................................................................................................4-25
Unit of Measure Class ...................................................................................................................................4-26
Guided Demonstration - Creating Unit of Measure Classes......................................................................4-27
Unit of Measure Conversions ........................................................................................................................4-29
Guided Demonstration - Defining Unit of Measure Conversions..............................................................4-30
Guided Demonstration - Creating Units of Measure .................................................................................4-31
Practice - Defining Units of Measure ........................................................................................................4-32
Solution Defining Units of Measure .......................................................................................................4-33
What is an Item? ............................................................................................................................................4-37
Steps to Setup, Define, and Maintain Items...................................................................................................4-38
Defining Items ...............................................................................................................................................4-39
Item Master Organization ..............................................................................................................................4-41
Item Validation Organization ........................................................................................................................4-43
Item Attributes...............................................................................................................................................4-44
Unit of Measure Attributes ............................................................................................................................4-45
Order Management Item Attributes...............................................................................................................4-47
Item Validation ..............................................................................................................................................4-51
Item Status .....................................................................................................................................................4-54
Item Statuses and Attributes ..........................................................................................................................4-55
Organization Assignment and Organization Items ........................................................................................4-56
Control Levels ...............................................................................................................................................4-57
Guided Demonstration - Defining Items....................................................................................................4-59
Practice - Practice - Defining Items ...........................................................................................................4-60
Solution - Defining Items ..........................................................................................................................4-62
Item Relationships .........................................................................................................................................4-68
Customer Items..............................................................................................................................................4-69
What are Supply and Demand? .....................................................................................................................4-70
Available to Promise .....................................................................................................................................4-71
Uses of ATP in Oracle Inventory ..................................................................................................................4-72
Defining an ATP Rule ...................................................................................................................................4-73
Guided Demonstration - Creating an ATP Rule ........................................................................................4-74
Implementation Considerations .....................................................................................................................4-76
Summary........................................................................................................................................................4-77
Oracle Receivables Setup for Oracle Order Management...........................................................................5-1
Oracle Receivables Setup for Oracle Order Management .............................................................................5-3
Objectives ......................................................................................................................................................5-4
Overview of Trading Community Architecture.............................................................................................5-5
Key Customer Related Concepts in TCA ......................................................................................................5-6
Adding Customers in Order Management .....................................................................................................5-8
Practice - Creating a Customer ..................................................................................................................5-9
Solution Creating a Customer.................................................................................................................5-10
Defining Payment Terms...............................................................................................................................5-14
Defining Invoicing and Accounting Rules ....................................................................................................5-15
Defining Auto-Accounting Parameters .........................................................................................................5-16
Defining Territories in Receivables...............................................................................................................5-19

ii
Practice - Defining a Territory...................................................................................................................5-20

Solution - Defining a Territory ..................................................................................................................5-21
Defining Invoice Sources (Batch Source) Automatic Transaction Numbering ..........................................5-23
Define Salespersons to Assign Sales Credit ..................................................................................................5-25
Using the Resources Window to Create a Salesperson..................................................................................5-26
Guided Demonstration Creating a Salesperson ......................................................................................5-27
Tax Setups in Transaction Types Window Receivables and Order Management ......................................5-28
Practice - Viewing Tax Setups...................................................................................................................5-29
Solution Viewing Tax Setups .................................................................................................................5-30
Overview of Credit Checking........................................................................................................................5-31
Defining Credit Checking on the Customers Page Profile Tab ..................................................................5-32
Practice - Defining Credit Check and Hold ...............................................................................................5-34
Solution Defining Credit Check and Hold..............................................................................................5-35
Defining Credit Checking on the Customers Page - Profile Amounts Tab ...................................................5-37
Credit Check Rules........................................................................................................................................5-39
Summary........................................................................................................................................................5-40
Oracle Order Management Setup Steps........................................................................................................6-1
Oracle Order Management Setup Steps.........................................................................................................6-3
Objectives ......................................................................................................................................................6-4
Order Management Setup Steps ....................................................................................................................6-6
Profile Options and System Parameters.........................................................................................................6-10
Overview of QuickCode or Lookup Types....................................................................................................6-12
Defining QuickCode or Lookup Types .........................................................................................................6-14
Overview of Order Header and Order Line Processing Flows ......................................................................6-15
Overview of Transaction Types Window ......................................................................................................6-16
Guided Demonstration - Setting up Transaction Types.............................................................................6-19
Practice - Setting up Transaction Types ....................................................................................................6-22
Solution Setting Up Transaction Types ..................................................................................................6-23
Workflow in Transaction Types ....................................................................................................................6-29
Guided Demonstration Creating and Booking a Sales Order, Viewing Workflow Status, Viewing Workflow
Status .........................................................................................................................................................6-31
Guided Demonstration - Customizing Workflow Associated with an Order ............................................6-33
Overview of Document Sequences for Order Numbering.............................................................................6-37
Defining Order Import Sources .....................................................................................................................6-39
Overview of Processing Constraints..............................................................................................................6-40
Setting up Processing Constraints .................................................................................................................6-42
Guided Demonstration - Setting Up a Processing Constraint....................................................................6-45
Defining Validation Templates......................................................................................................................6-48
Defining Defaulting Conditions ....................................................................................................................6-50
Defining Defaulting Rules.............................................................................................................................6-52
Practice - Setting Up a Defaulting Rule.....................................................................................................6-54
Solution - Setting Up a Defaulting Rule ....................................................................................................6-58
Setting up Versioning and Audit History ......................................................................................................6-67
Overview of Available To Promise (ATP) ....................................................................................................6-69
Overview of Scheduling Levels.....................................................................................................................6-71
Practice - Using Scheduling in the Sales Orders Window.........................................................................6-73
Solution - Using Scheduling in the Sales Orders Window ........................................................................6-75
Auto-Schedule Profile Option .......................................................................................................................6-79
Defining Credit Usage Rule Sets ...................................................................................................................6-81
Defining Credit Check Rules.........................................................................................................................6-83
Practice - Defining Credit Check Ruless ...................................................................................................6-85
Solution Defining Credit Check Rule .....................................................................................................6-86
Summary........................................................................................................................................................6-88
Holds, Order Purge, and Exception Management Setup .............................................................................7-1
Holds, Order Purge, and Exception Management Setup ...............................................................................7-3
Objectives ......................................................................................................................................................7-4

iii
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

iv
Practice - Creating a Discount Modifier Using Qualifiers.........................................................................8-71

Solution - Creating a Discount Modifier Using Qualifiers ........................................................................8-74
Price Break Modifiers: Point Breaks .............................................................................................................8-80
Surcharge Modifier........................................................................................................................................8-81
Qualifier Overview ........................................................................................................................................8-82
Example of Qualifier Hierarchy ....................................................................................................................8-83
Using Qualifiers with Modifier Lists.............................................................................................................8-85
Freight and Special Charge List Modifier .....................................................................................................8-86
Seeded Freight Charges .................................................................................................................................8-88
Setting Up Freight and Special Charge List Modifiers..................................................................................8-89
Practice - Creating a Freight and Special Charge List Modifier ................................................................8-90
Solution - Creating a Freight and Handling Charges Modifier..................................................................8-95
Overview of Price Books...............................................................................................................................8-111
Price Book Example 1 ...................................................................................................................................8-113
Benefits of Price Books .................................................................................................................................8-116
Price Book Implementation ...........................................................................................................................8-117
Implementation Steps: Setting Key Profile Options.....................................................................................8-118
Implementation Steps: Setting Key Profile Options......................................................................................8-119
Implementation Steps: Verifying Pricing Parameters....................................................................................8-120
Implementation Steps: Setting Up the Default Printer...................................................................................8-122
Implementation Steps: Setting up Oracle XML Publisher.............................................................................8-123
Creating a Price Book....................................................................................................................................8-124
Creating a Price Book: Defining General Price Book Criteria .....................................................................8-125
Creating a Price Book: Defining Price Calculation Criteria .........................................................................8-126
Creating a Price Book: Selecting Price Book Publishing Options................................................................8-127
Price Book Publishing Templates..................................................................................................................8-128
Price Book Publishing: Document Types......................................................................................................8-129
Generating and Publishing Price Books ........................................................................................................8-130
Viewing Price Book Details Online ..............................................................................................................8-131
Maintaining Price Books ...............................................................................................................................8-133
Republishing Price Books..............................................................................................................................8-134
Viewing Errors ..............................................................................................................................................8-135
Profile Options in Basic Pricing ....................................................................................................................8-136
Summary........................................................................................................................................................8-138
Overview of Shipping Execution ....................................................................................................................9-1
Overview of Shipping Execution...................................................................................................................9-3
Objectives ......................................................................................................................................................9-4
Shipping Execution Flow ..............................................................................................................................9-5
Delivery and Delivery Lines..........................................................................................................................9-7
Trips and Stops ..............................................................................................................................................9-8
Delivery Leg..................................................................................................................................................9-9
Containers/LPNs............................................................................................................................................9-10
Pick Release...................................................................................................................................................9-11
Move Orders..................................................................................................................................................9-12
Pick Confirmation..........................................................................................................................................9-13
Ship Confirm .................................................................................................................................................9-14
Automated Shipping Process.........................................................................................................................9-16
One Step Shipping .........................................................................................................................................9-17
Shipping Transactions Form..........................................................................................................................9-19
Guided Demonstration Shipping Transaction Form ...............................................................................9-20
Query Manager ..............................................................................................................................................9-21
Data Manager ................................................................................................................................................9-22
Quick Ship Window ......................................................................................................................................9-23
Guided Demonstration Quick Ship Window ..........................................................................................9-24

v
Reports and Processes ...................................................................................................................................9-26

Integration With Oracle Order Management .................................................................................................9-27
Integration With Oracle Transportation Management ...................................................................................9-28
Integration With Oracle Warehouse Management.........................................................................................9-29
Integration with Oracle Workflow.................................................................................................................9-30
Summary........................................................................................................................................................9-31
Shipping Execution Setup ...............................................................................................................................10-1
Shipping Execution Setup .............................................................................................................................10-3
Objectives ......................................................................................................................................................10-4
Roles..............................................................................................................................................................10-5
Guided Demonstration - Defining Roles ...................................................................................................10-7
Practice - Defining Roles...........................................................................................................................10-8
Solution - Defining Roles ..........................................................................................................................10-9
Granting Roles To Users ...............................................................................................................................10-14
Guided Demonstration Granting Access to Roles ..................................................................................10-16
Practice - Granting Access to Roles ..........................................................................................................10-17
Solution -Granting Access to Roles...........................................................................................................10-18
Freight Carriers..............................................................................................................................................10-19
Guided Demonstration - Defining Freight Carriers ...................................................................................10-21
Freight Costs..................................................................................................................................................10-22
Guided Demonstration Defining Freight Cost Types .............................................................................10-23
Transit Times.................................................................................................................................................10-25
Regions and Zones.........................................................................................................................................10-27
Shipping Document Sets ...............................................................................................................................10-29
Guided Demonstration Defining Document Sets....................................................................................10-30
Document Categories ....................................................................................................................................10-31
XML Publisher Enabled Documents .............................................................................................................10-33
Customizing and Creating Templates............................................................................................................10-35
Document Sequences.....................................................................................................................................10-36
Choosing Printers For Searching Documents and Labels..............................................................................10-38
ITM Adapter Integration ...............................................................................................................................10-40
Delivery Compliance Screening ....................................................................................................................10-41
Shipping Exceptions ......................................................................................................................................10-43
Defining Shipping Exceptions.......................................................................................................................10-45
Logging Shipping Exceptions........................................................................................................................10-47
View and Update Logged Shipping Exceptions ............................................................................................10-49
Guided Demonstration Viewing Shipping Exceptions ...........................................................................10-50
Purge and Resolve Logged Shipping Exceptions ..........................................................................................10-52
Running Pick Release....................................................................................................................................10-53
Release Sequence Rules ................................................................................................................................10-54
Practice - Defining Release Sequence Rules .............................................................................................10-56
Solution -Defining Release Sequence Rules..............................................................................................10-57
Pick Slip Grouping Rule................................................................................................................................10-58
Practice - Defining Pick Slip Grouping Rules ...........................................................................................10-60
Solution - Defining Pick Slip Grouping Rules ..........................................................................................10-61
Release Rules.................................................................................................................................................10-62
Release Rule Order Tab..............................................................................................................................10-63
Release Rule Shipping Tab.........................................................................................................................10-65
Release Rule Inventory Tab........................................................................................................................10-67
Practice - Defining Release Rules .............................................................................................................10-69
Solution - Defining Release Rules.............................................................................................................10-70
Pick Release tab in Shipping Parameters Window ........................................................................................10-72
Auto Allocate.................................................................................................................................................10-74
Autocreate Deliveries ....................................................................................................................................10-75
Auto Pick Confirm.........................................................................................................................................10-76
Release Sales Orders for Picking Window ....................................................................................................10-78

vi
Ship Confirm Rules .......................................................................................................................................10-79

Ship Confirm Rule Ship Options...................................................................................................................10-80
Ship Confirm Rule Trip Options ...................................................................................................................10-82
Ship Confirm Rule Document Set .................................................................................................................10-84
Ship Confirm Rule Shipping Parameters.......................................................................................................10-85
Creating Containers .......................................................................................................................................10-87
Container-Item Relationship..........................................................................................................................10-88
Container Load Details ..................................................................................................................................10-90
Guided Demonstration Defining Container Load Details.......................................................................10-91
Packing Delivery Lines into Containers ........................................................................................................10-93
Packing Workbench.......................................................................................................................................10-95
Delivery Flow - Generic ................................................................................................................................10-97
Trip Flow Generic ......................................................................................................................................10-98
Ship to Deliver Process Workflow ................................................................................................................10-99
Workflow Lookups........................................................................................................................................10-100
Workflow Specific Profile Options ...............................................................................................................10-101
Workflow Specific Shipping and Global Parameters ....................................................................................10-102
Business Events .............................................................................................................................................10-104
Purging Workflows........................................................................................................................................10-106
Oracle Shipping Debugger ............................................................................................................................10-107
Shipping Lookups..........................................................................................................................................10-109
Shipping Parameters ......................................................................................................................................10-110
General Tab In Shipping Parameters Window ..............................................................................................10-111
Profile Options...............................................................................................................................................10-113
Global Parameters General Tab..................................................................................................................10-115
Summary........................................................................................................................................................10-117

vii
Preface
Profile
Before You Begin This Course
Thorough knowledge of navigation through the applications
Working experience with Oracle Order Management
Prerequisites
There are no prerequisites for this course.
How This Course Is Organized

This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.

ix
Related Publications
Oracle Publications
Title
Part Number
Oracle Order Management Users Guide
B28099-01
Oracle Order Management Implementation Manual
B25975-01
Oracle Shipping Execution Users Guide
B31232-01
Oracle Inventory Users Guide
B31547-02
Oracle Advanced Pricing Users Guide
B31581-01
Oracle Advanced Pricing Implementation Manual
B31440-01
Additional Publications
System release bulletins
Installation and users guides
Read-me files
International Oracle Users Group (IOUG) articles
Oracle Magazine

x
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)
Do not save changes to the database.

For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.
Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
Select File > Save.
Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

xi
Typographic Conventions in Code

Convention
Caps and
lowercase
Lowercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
CREATE ROLE role
Syntax variables
SQL commands and SELECT userid

FROM emp;
functions
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
(M) From the menu, select Query then Find.
3.
(B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab

xii
Typographical Conventions in Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
Under the General Ledger entry, expand Journals.
3.
Under Journals, select Enter Journals.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.

xiii

xiv
Basic Pricing Setup

Chapter 8
Basic Pricing Setup

Chapter 8 - Page 1
Basic Pricing Setup

Chapter 8 - Page 2
Basic Pricing Setup
Basic Pricing Setup

Chapter 8 - Page 3
Objectives
Basic Pricing Setup

Chapter 8 - Page 4
Overview of Pricing in the Order to Cash Process
Overview of Pricing in the Order to Cash Process

The ordering process leads to:
Shipping of goods
Invoicing of customer
Receipt of cash and reconciling of the bank statement
In Order Management the pricing engine prices the items after the order is entered or booked
(depending on the pricing setup). Once the order is booked, it proceeds through the workflow
process. If it is a shipping item and the quantities are available, the order is processed by
Shipping Execution. During shipping, the freight and special charges can be calculated and the
price of the item is adjusted accordingly.
Basic Pricing Setup

Chapter 8 - Page 5
Overview of Pricing Integration
Overview of Pricing Integration

The following products use Oracle Pricing setup and engine processing:
Complex MRO
Core Contracts
Demand Planning
Financial Services
Inter-company transactions
Logistics
Marketing
Order Capture/Quoting
Order Management
Procurement
Sales for Communications
Service Contracts
Service Core (Via Order Management)
Basic Pricing Setup

Chapter 8 - Page 6
Service for Communications

Trade Management
The following products use Oracle Pricing engine processing only:
iStore
TeleSales
Sales Online
Basic Pricing Setup

Chapter 8 - Page 7
Overview of Pricing Concepts

The pricing engine determines the selling price for products and services. It provides the final
selling price after retrieving the initial price from the price list or customer agreement. If this
order qualifies for any increases or decreases from the initial price, adjustments called
modifiers are applied to the price.
Basic Pricing Setup

Chapter 8 - Page 8
Overview of Pricing Concepts (cont.)

When the sales order is entered, the pricing engine is called and reads the relevant price list or
pricing agreement. The appropriate modifiers are then applied to the base price and the final
selling price is sent to the sales order line or the calling application. The Adjustments window
displays the original price, applied modifiers, and the final price.
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Chapter 8 - Page 9
Overview of the Pricing Engine
Overview of the Pricing Engine

The pricing engine, which consists of a search engine and a calculation engine, works through
open APIs to provide the pricing results to the calling application. From the pricing request, the
pricing engine evaluates the appropriate modifiers and price lists, resolves incompatibility
issues, retrieves the list price, and calculates the unit selling price and adjustments. The search
engine receives pricing information from entities like price lists, modifiers, qualifiers,
formulas, products, and pricing attributes.
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Chapter 8 - Page 10
Overview of Pricing Security
Overview of Pricing Security

In Oracle Applications, the basic level of security called functional security is implemented to
control users access to different windows, controls, and reports in the application.
Additionally, Basic Pricing has its own security setup called pricing security that works along
with functional security to provide a secure environment where the user can view, update, or
add pricing entities within a framework of authorizations and permissions. Pricing entities are
price lists, modifiers, and agreements. You can set up pricing security if you have the Oracle
Pricing Administrator responsibility.
Using pricing security, you can assign pricing entities to operating units, assign privileges, and
set security rules for pricing entities.
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Chapter 8 - Page 11
Overview of Price Lists

A price list is useful for maintaining the prices and other pricing details of products and
services. It serves as a repository of items with their related pricing details. You can retrieve a
price list and add/edit/delete related items and item categories. You can also use the price list to
define attributes for the products that determine the pricing action.
An item should have a price when it is entered on a sales order line. Once the pricing engine
populates the Unit Price field by deriving the price from the appropriate price list, the order can
be booked.
The header region of the price list consists of fields to store the price list name, the effective
dates of the price list, currency, multi-currency conversion, pricing controls, rounding factor,
and shipping defaults like freight terms and freight carriers.
You can enter one or more pricing lines to the price list. However you may add only one
secondary price list. Pricing attributes can also be used to determine the price in the price list.
Basic Pricing Setup

Chapter 8 - Page 12
Overview of Price Lists (cont.)

You can create as many price lists as needed by entering the information or copying existing
price lists. The price lists can be modified to include new items or groups of items. The list
price of the price list lines can be increased or decreased by either an amount or a percentage.
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Chapter 8 - Page 13
Overview of Pricing Agreements
Overview of Pricing Agreements

Oracle Pricing enables you to establish agreements with your customers, where you can define
prices, payment terms, and freight terms for items. Two types of agreements can be created:
Standard Agreements or Pricing Agreements.
Standard Agreements use standard price lists. Standard Agreements can be generic or
specific to a customer or customer family.
Pricing Agreements use Agreement Price Lists. These price lists are set up and maintained
through the Agreements window. Special terms and conditions can also be specified in the
Pricing Agreement that can then be defaulted in the sales order.
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Chapter 8 - Page 14
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.
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Chapter 8 - Page 15
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.
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Chapter 8 - Page 16
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:
Basic Pricing Setup

Chapter 8 - Page 17
If Item Quantity = 0-50, then discount = 5%

If Item Quantity = 50-100, then discount = 7%
If Item Quantity is between 100 and 99999999999, then discount = 10%.
So if the ordered item quantity is 110, then the discount applicable is 10%.
Types of Modifier Controls
A pricing event is a time in the process flow of the calling application at which it makes a call
to the pricing engine (analogous to an Oracle Workflow event); for example, Book Order in
Order Management.
A pricing phase is a user-defined group of modifiers that the search engine considers together
when applying them to pricing requests, for example, Phase 1: Line Adjustments.
Incompatibility: In any given level within the same phase, the system only allows one modifier
to be selected. The pricing engine may retrieve more than one modifier that meets the calling
request and can be applied. There are three methods to resolve incompatibilities within the
modifiers that the pricing engine retrieves:
Precedence
Best price
Exclusivity
Incompatibility Level: Each modifier has an incompatibility level. If there is more than
one modifier line with the same incompatibility level, the pricing engine selects the one
with the highest precedence. If there is more than one modifier with the highest
precedence in an incompatibility level, the pricing engine selects the modifier that
provides the best benefit to the customer.
In Basic Pricing, users cannot add additional phases or events, and incompatibility level and
buckets are defaulted.
Basic Pricing Setup

Chapter 8 - Page 18
Overview of Contexts and Attributes
Overview of Contexts and Attributes

There are three types of pricing contexts or groups in Basic Pricing:
Product
Pricing
Qualifier
Attributes are fields in the Standard or Quick Sales Orders window that can be used to
determine the price of an item. A context is comprised of a grouping of attributes. However,
the product context type has only one contextitem.
Through attribute management, the pricing engine evaluates all the values defined in the
qualifier and pricing attributes. Basic Pricing allows the creation and linking of only Pricing
contexts with a maximum of 100 attributes or less.
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Chapter 8 - Page 19
Overview of Freight and Special Charges Modifiers
Overview of Freight and Special Charges Modifiers

Freight and special charges are applied to the customers invoice, charging for the movement
of goods from the supplier to the destination. Freight and special charges can be applied to the
order as a whole or to individual order lines. Costs that are associated with the shipment of
goods can be entered in the Sales Orders window or the Shipping Transaction window. Freight
charges can be automatically derived from the freight cost. The freight charge represents the
amount charged to the customer receiving the shipment. The freight charge can be equivalent
to the freight cost or to a greater amount such as a freight cost plus a markup.
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Chapter 8 - Page 20
Overview of Basic Versus Advanced Pricing
Overview of Basic Versus Advanced Pricing

Oracle offers two levels of pricing functionality: Basic Pricing and the separate enhanced
product, Oracle Advanced Pricing. While both levels of functionality share some similarities,
the licensed Oracle Advanced Pricing application extends the ability to adjust pricing.
Note: Additionally, Oracle Advanced Pricing enables you to derive prices from external
sources. For further information on Oracle Advanced Pricing, see the Oracle Advanced Pricing
User and Implementation Manuals.
Basic Pricing Setup

Chapter 8 - Page 21

Price lists are essential to ordering products because each item entered on an order must have a
price. Price lists, like modifiers, consist of a header region where you can define general
information such as effective dates and currency, and price list lines where you can define item
and item category prices. For price list lines, you can define price breaks, and pricing
attributes.
Pricing sends customer list price, agreement price, and modifier information to orders being
entered manually in Order Management and to orders being entered in other Oracle
applications which can then be either imported or can use an API via Order Capture into Order
Management. Orders can proceed through the Order to Cash flow by being shipped, run
through the AutoInvoice program to Receivables and finally the accounting information can be
transferred to the General Ledger.
Basic Pricing Setup

Chapter 8 - Page 22
Overview of Price Lists (cont.)

The pricing engine receives and processes a pricing request and then supplies the base (initial)
price from the price list or customer agreement. The pricing engine then applies any modifiers,
calculates the selling price, and returns the result to the calling application.
Basic Pricing Setup

Chapter 8 - Page 23
Price List Information

Basic price list header information: Basic information includes the price list name,
effective dates, currency, pricing controls, rounding factor, and shipping defaults such as
freight terms and freight carrier.
Price list lines: Enter a line for each item and unit of measure combination you sell.
Price breaks: If the price of an item varies with the quantity ordered, you can define
bracket pricing or price breaks.
Pricing attributes: Pricing attributes control what is being priced or modified on a price list
or modifier list.
Secondary price list: The pricing engine uses secondary price lists when it cannot
determine the price for an item using the price list assigned to an order. Primary and
secondary price lists have the same currency.
Basic Pricing Setup

Chapter 8 - Page 24
Price List Information (cont.)

Effective dates: Price lists can have starting and ending dates. This allows you to prepare
price lists ahead of when they are valid and to ensure they will not be used until their start
dates.
Inactive price lists: You can temporarily or permanently inactivate a price list using the
Active check box. Once a price list is inactivated, you can still do the following:
- Query the inactive price list: To retrieve only inactive price lists, deselect the Active
check box; to retrieve only price lists that are active, select the Active check box, then
run the query.
- Update it.
- Base a formula on an inactive price list. The pricing engine does select inactive price
lists when doing a pricing request. Other applications can call an inactive price list
and use relevant information.
Currency: Select a base currency for the price list. If you have international sales, you can
use the multicurrency feature so you can have a single price list for multiple currencies.
When you use the multicurrency conversion feature, it is not necessary to create a price
list for each currency. As long as there is a multicurrency conversion list set up for the
Basic Pricing Setup

Chapter 8 - Page 25
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.
Basic Pricing Setup

Chapter 8 - Page 26
Creating a Price List
Basic Pricing Setup

Chapter 8 - Page 27
Price List Header
Price List Header

Order Management Super User, Vision Operations (USA) or Oracle Pricing Manager
responsibility.
(N) Pricing > Price Lists > Price List Setup
The pricing engine requires that all Items, Services, Models, Option Classes, and Options
should be selected and displayed on the price list.
You will need to set up a price list for each currency you use. The pricing engine will only
consider price lists that share the same currency as the pricing request. Therefore a sales order
placed in Yen will have to utilize a Yen-based price list.
The Round to field in the Price List window controls the rounding factor. Entering a positive
number affects positions to the left of the decimal while entering a negative number affects
positions to the right of the decimal. Example, -2 would round to the second decimal point. The
type of currency standard or extended which has to be defaulted on the price list is
determined by the Profile Option: QP: UNIT_PRICE_PRECISION_TYPE.
Secondary Price Lists
As with other areas of pricing, the Basic Pricing license controls available functionality to the
user. Basic Pricing allows one Secondary price list. A secondary price list allows the pricing
Basic Pricing Setup

Chapter 8 - Page 28
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.
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Chapter 8 - Page 29
Price List Line
Price List Line

Order Management Super User, Vision Operations (USA)
(N) Pricing > Price Lists > Price List Setup (T) List Line
The Product Attribute enables you to enter one price per Item number, one price per Item
Category, or one price for All Items. If you have entered all three prices on a Price List, the
pricing engine will always select the Item Numbers price over the Item Categorys and the
Item Categorys over All Items.
The List line UOM is a required element of the validation process. The pricing request is for an
Item/UOM and only price lists that have the same item and unit of measure will be considered.
If you select the Primary UOM and you enter an item/unit of measure combination on a sales
order that is not on a price list, the pricing engine converts the unit of measure on the order to
the items primary UOM and then uses the UOM conversions to calculate the unit price.
Example: Price List setup: BB-2200, $6.00 each, Primary UOM is selected. Sales Order
request: BB-2200 1 dozen. Result: 12*6.00 = $72.00 unit price.
You can use the Precedence column to enter a number that the pricing engine uses to resolve
incompatibilities, for example, if it finds the same price for the same item). A price list line
Basic Pricing Setup

Chapter 8 - Page 30
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.
Basic Pricing Setup

Chapter 8 - Page 31
Price List Line
Price List Line (cont.)

You can enter an absolute value that represents the unit price of your price list line item. For
service program items you can either enter an absolute value that represents the unit price of
your service program, or you can enter a percentage value that represents the percentage of
another items price. When you are selling a service program on a sales order you are prompted
for the item that the service program will cover. The pricing engine finds the price of the
covered item and calculates the price of the service program by multiplying the percent times
the items unit price. It then takes that amount multiplied by the duration of the coverage.
Example of percent of other price:
Price List setup:
Service Programs item number is set up at 10% per year.
Sales Order request: Customer purchases 1 years worth of coverage for an Item which
sells for 1200.00.
The pricing engine calculates .10 * 1200 * 1 (year) = 120.00.
Formulas can be used to if you need an algebraic expression to calculate the selling price.
Basic pricing supports entering a formula name in the Static Formula field. Static Formulas
require that a concurrent program, Update Formula package, be run to populate the List Price
Basic Pricing Setup

Chapter 8 - Page 32
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.
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Chapter 8 - Page 33
Secondary Price List
Secondary Price List

A secondary price list enables the pricing engine to look at more that one price list to determine
the value of the sales order line. The pricing engine reads from the secondary price list if the
requesting item and unit of measure cannot be found on the primary price list. (You must have
defined the secondary price list previously.) Any price list can be used as a secondary price list.
The pricing engine evaluates the precedence of the secondary price list along with the product
precedence on the list lines to determine the most eligible price list line.
Note: If you are using a sales agreement with a standard price list (and secondary price list)
attached, the secondary price list is evaluated if the item is not found on the primary price list
for the sales agreement.
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Chapter 8 - Page 34
Practice - Creating a Price List

Overview
Adding items to a price list is a prerequisite for pricing items in a sales order. In this practice,
you will create a new price list (header) and then add price list lines that define the items and
their list prices.
Assumptions
Oracle Management Super User, Vision Operations responsibility
Prior practices are completed. Practices build on earlier exercises.
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.
Navigate to the Price Lists window.
2.
Enter the following price list header information:

Name = XX-Price List 1 (XX is a unique identifier)
Active = Selected
Description = Base price list
Currency = USD
Round To = -2 (defaults)
Effective Dates = Use todays date for start date. Leave end date blank.
Freight Terms/Freight Carrier = Leave blank
Payment Terms = 30 Net
3.
Click Save. You can now add the price list lines when the instructor advises.
Creating Price List Lines

Add price list lines to the price list header you created in the previous steps. The price list will
contain all the items you will use in future practices.
Basic Pricing Setup

Chapter 8 - Page 35
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
Save your work.
Basic Pricing Setup

Chapter 8 - Page 36
Solution - Creating a Price List

Creating General Information for the Price List
1.
2.
Enter the following price list header information:

Name = XX-Price List 1 (XX is a unique identifier)
Active = Selected
Description = Base price list
Currency = USD
Round To = -2 (defaults)
Effective Dates = Use todays date for start date. Leave end date blank.
Freight Terms/Freight Carrier = Leave blank
Payment Terms = 30 Net
3.
(B) Save.
Basic Pricing Setup

Chapter 8 - Page 37
Creating Price List Lines

4.
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
Basic Pricing Setup

Chapter 8 - Page 38
6.
(I) Save.
Basic Pricing Setup

Chapter 8 - Page 39
Copy Price List
Copy Price List

(N) > Pricing > Price Lists > Copy Price List
Copying a Price List enables you to create a new price list without adding lines manually to the
price list. You are able to utilize controls within the Copy Price List window to determine
which line items will be copied during the process.
One option is to include the copying of discounts (modifiers) when copying an existing price
list. This option will create new modifiers for each existing modifier that has the original price
list as either a modifier list qualifier or a modifier line qualifier. The new modifiers name will
be a concatenation of the original modifier plus a sequence number and the new price list will
have a modifier list qualifier. When creating the new price list you can specify any applicable
effective dates. Because the pricing engine will not use the new price list until its Effective
Date, you can create price lists before they are required in the application.
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Chapter 8 - Page 40
Practice - Copying a Price List

Overview
You can quickly create a new price list by copying an existing price list. Only active price list
lines (those with an effective end date later than the current date) can be copied. In this practice
you will copy your existing price list named XX-Price List 1.
Assumptions
Tasks
Copying a Price List
1.
Navigate to the Copy Price List window.
2.
Enter the following Copy From information:

Price List = XX-Price List 1
Retain Effective Dates = Selected
3.
Enter the following Copy To information:

Description = Adjusted by 10%
Global check box = Selected
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.
Basic Pricing Setup

Chapter 8 - Page 41
Solution - Copying a Price List

Copying a Price List
Oracle Management Super User, Vision Operations
1.
Navigate to the Copy Price List window.
(N) Oracle Management Super User > Pricing > Price Lists > Copy Price List
2.
Enter the following Copy From information:

Retain Effective Dates = Selected
3.
Enter the following information in the Copy To region:

Description = Adjusted by 10%
Global check box = Selected
4.
Submit the request and note the request ID: ______________.
5.
Confirm that the request completed normally.
(M) View > Requests
Basic Pricing Setup

Chapter 8 - Page 42
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.
Basic Pricing Setup

Chapter 8 - Page 43
Price List Maintenance: Overview
Basic Pricing Setup

Chapter 8 - Page 44
Manual Price List Updates
Manual Price List Updates

Order Management Super User, Vision Operations (USA) or Oracle Pricing Manager
responsibility.
(N) Pricing > Price Lists > Price List Setup (T) List Line
To manually change existing price lists, navigate to the Price List Setup window and find the
price list to maintain.
You can add or update the following:
Add or update Secondary Price List.
Add new list lines to existing Price Lists.
Change list line values.
Note: If you overwrite the existing value with a new one, the previous data is not retained
anywhere.
Maintain Pricing History by manually entering an end date on the list line value that is
being discontinued, then add a new line with the same item number and unit of measure
but with the new value. The new list lines start date must be greater than the end date of
the original line.
Basic Pricing Setup

Chapter 8 - Page 45
The pricing engine always validates the Price List and List Lines Effective Dates.
Basic Pricing Setup

Chapter 8 - Page 46
Practice - Manually Updating a Price List

Overview
In this practice, you will learn how to manually update a price list. You will learn to:
Enter an end date for the current price.
Add a new line with a future effective date.
Change the value of an existing line.
Assumptions
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.
Basic Pricing Setup

Chapter 8 - Page 47
Solution - Manually Updating a Price List

Manually Updating a Price List
1.
Navigate to the Price Lists window, and find your price list named XX-Price List 4.
(N) Pricing > Price Lists > Price Lists window
2.
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.
Basic Pricing Setup

Chapter 8 - Page 48
5.
(I) Save.
Basic Pricing Setup

Chapter 8 - Page 49
Adjust Price List
Adjust Price List

(N) Pricing > Price Lists > Adjust Price List
Use the Adjust Price List program to mass update your price list values. Note that using the
Adjust Price List program to change values does not create a history record. You will not be
able to recapture the old price. If you need to retrieve expired prices, do not use Adjust Price
List option. This option enables you to increase or decrease the current price by a percent or an
amount.
Elements you can update:
Optionally adjust only a Range of Items.
Optionally adjust only an Item Category. Many companies adjust their Items selling
prices annually or when the product cost has drastically changed. This is often done by
Product Family. If you set up an Item Category to represent the Product Family you can
quickly markup the subset of Price List Lines.
Optionally adjust only Items with a specific Item Status.
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Chapter 8 - Page 50
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.
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Chapter 8 - Page 51
Practice - Adjusting a Price List

Overview
You can quickly adjust list prices (such as a 10 percent increase) for selected items or all items
on a price list using the Adjust Price List window. In this practice, you will increase all prices on
XX-Price List 2 by 10 percent.
Assumptions
Tasks
Adjusting a Price List
1.
Navigate to the Adjust Price List window.
2.
Enter the following information:

Adjust By = Percent
Value = 10
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.
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Chapter 8 - Page 52
Solution - Adjusting a Price List

Adjusting a Price List
1.
Navigate to the Adjust Price List window.
(N) Pricing > Price Lists > Adjust Price List
2.

Adjust By = Percent
Value = 10
3.
(B) Submit. Note the Request ID: ______________.
4.
Verify that the request completed normally.
(M) View > Requests
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Chapter 8 - Page 53
5.
Query your XX-Price List 2 to confirm that the prices were adjusted successfully.
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Chapter 8 - Page 54
Add Items to Price List

(N) Pricing > Price Lists > Add Items to Price List
The Add Items to Price List window enables you to quickly add items to an existing price list.
When using the Add Items to Price list feature, you can use a number of control attributes
within the window to identify which items should be added to the list. These options include
addition by the range of item numbers, item category, and item status. You can only add items
from this window to one list at a time. To add all of the items that have a category of Shippable
to five different price lists, use the Add Items to Price List window five times, to add the
Shippable category to each price list individually.
Using the Set Price Equal to Cost option, you can retrieve the current cost of the item by
selecting an inventory organization that stores item costs; the current cost retrieved is stored in
the same price list as the item.
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Chapter 8 - Page 55
Add Items to Price List (cont.)

You can use the Add Items to Price List program to add Product Lines to existing price lists.
When new product lines are added to your inventory, assign unique Categories to them, so that
you can add them to your existing price lists using the Add Items feature by Item Category.
If you are in an industry where your selling prices are set at a given Percent over cost, add your
items at cost with a Future Effective Start date; then use the Adjust Price List program to
markup the new items.
Note that the Add Items to Price List program does not overwrite any list lines that have the
same Item Number and Unit of Measure as the Inventory Item Number and its Primary unit of
measure. This means that you cannot accidentally overwrite current valid values.
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Chapter 8 - Page 56
Practice - Adding an Item Category to a Price List

Overview
In this practice, you will learn how to add an item category to a price list.
Assumptions
Tasks
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.
Save your work.
Adding an Item Category to a Price List

4.
Navigate to the Add Items to Price List window.
5.
Complete the following entries:

Item Category Set = Inv.Items
Item Category = MISC.ACCESSORY
Item Status = Active
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Chapter 8 - Page 57
6.
Select the Set List Price Equal to Cost From check box.
7.
Select Seattle Manufacturing in the Inventory Organization field.
8.
Click Submit and record the Request ID.
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.
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Chapter 8 - Page 58
Solution - Adding an Item Category to 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
Description = Accessories price list.
Round To = -2 (defaults from multicurrency list)
Effective Date = Todays Date
3.
(I) Save.
Adding an Item Category to a Price List

4.
Navigate to the Add Items to Price List window.
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Chapter 8 - Page 59
5.
Enter the following data:

Item Category Set = Inv.Items
Item Category = MISC.ACCESSORY
Item Status = Active
Set List Price Equal to Cost From check box = Selected
Inventory Organization = Seattle Manufacturing
6.
(B) Submit.
7.
Record the Request ID number: __________.
8.
Review the request status to ensure the concurrent request completed successfully.
9.
(M) View > Requests
Find your price list XX-Price List 3.
(I) Find > XX-Price List 3
10. Verify that many items have been added to your price list, including the item cost from M1
inventory organization.
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Chapter 8 - Page 60
Basic Pricing Setup

Chapter 8 - Page 61
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.
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Chapter 8 - Page 62
Creating Modifier Lists

Header level details such as currency are applied to the modifier lines.
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Chapter 8 - Page 63
Creating Modifier Lists (cont.)

(N ) Pricing > Modifiers > Modifier Setup
The Modifier Type restricts the kinds of lines that can be attached. Basic Pricing supports three
types of Modifier Lists:
Discounts create a negative price adjustment.
Surcharges create a positive price adjustment.
Freight and Special Charges (including Handling charges) create a charge amount.
Elements within the Modifier List window:
The Active check box allows the modifier list to be evaluated by the pricing engine.
The Start and End Dates define when the modifier list is effective.
The currency on the modifier list must match the currency on the pricing request.
Use a combination of qualifiers to establish pricing rules that will be respected by the
pricing engine.
Modifiers can remain price list independent or you can use your price lists as qualifiers.
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Chapter 8 - Page 64
Adding Modifier Lines
Adding Modifier Lines

You can select a modifier line type to define the type of price adjustment, benefits, or freight
and special charges that the pricing engine applies to pricing requests. The modifier list type
you select when creating the modifier determines the modifier line types that you can use. For
example, if you select the Freight and Special charge List as the Modifier List Type in the
Modifier List region, you can select only Freight/Special Charge at the modifier line level.
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Chapter 8 - Page 65
Creating Modifiers Lines
Creating Modifier Lines

(N) Pricing > Modifiers > Modifier Setup (T) Modifier Summary
The modifier number is a unique alphanumeric number that identifies a modifier list. Levels
for modifier lines:
If you create an Order Level modifier, the adjustment will be applicable to all lines on the
order. A Freight Charge is applied only once to the Order Header.
Line Level modifiers adjust only the pricing requests line.
Types of modifier lines:
Define Discounts to decrease the price list price.
Define Surcharges to increase the order price.
Create Freight and Special Handling charges to meet your business requirements.
Price Breaks can either be discounts or surcharges. You can create price breaks based on
order quantity or amount.
Elements when defining a modifier line:
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Chapter 8 - Page 66
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.
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Chapter 8 - Page 67
Modifier Line Examples
Modifier Line Examples

You can create the following pricing modifier line types in Basic Pricing:
Discount: When the seller offers a discount on the list price of the item. The discount can
be a percent, lump sum, amount, or new price.
Surcharge: The price of the item attracts an additional charge. As with discounts, the
surcharge can be a percent, lump sum, amount, or new price.
Freight and Special Charges: These are charges applicable during the shipping of items.
Price Breaks: Price Break modifiers are applied only at the line level. In this type of
modifier, when the quantity or amount falls within a particular price bracket, the
corresponding price is applied.
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Chapter 8 - Page 68
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.
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Chapter 8 - Page 69
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.
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Chapter 8 - Page 70
Practice - Creating a Discount Modifier Using Qualifiers

Overview
In this practice, you will learn how to create a discount modifier to apply a 5% discount. You
will then create a sales order and see the discount applied automatically.
Assumptions
You can navigate standard Oracle Applications.
You have basic knowledge of Oracle Order Management.
You have access to the Order Management Super User, Vision Operations
responsibility.
Tasks
Creating a Discount Modifier
1.
Navigate to the Define Modifier window.
2.
Enter the following in the Main tab:

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
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Chapter 8 - Page 71
3.
Click the List Qualifiers button and create the following list qualifiers:
Qualifier Context
4.
Qualifier Attribute
Operator
Value From
Customer
Customer Name
XX-Big City Electronics
Modifier List
Price List
XX-Price List 2
In the Modifiers Summary tab:
Modifier
Number
1
Modifier
Level
Line
Modifier
Type
Discount
Start/ Finish
Dates
Optional
Pricing
Phase
10
Incompatibility Bucket
Level
(blank)
5.
In the Discounts/Charges tab:

Application Method =Percent
Value = 5
6.
You now have a discount of 5% for all products ordered, only when the following criteria is
met:
Customer is XX-Big City Electronics, and
Price list for the order is XX-Price List 2
7.
Return to the modifier header and select the Active check box.
8.
Save your work and close the window.
Creating a Sales Order Using a Discount Modifier

Responsibility = Order Management Super User, Vision Operations
9.
Navigate to the Sales Orders window.
10. Enter the following data in the Order Information tab:

Customer = XX-Big City Electronics. Required Header information defaults from
your customer setup.
Order Type = Standard
11. In the Line Items tab:
Ordered Item = XX-Palm Pilot
Qty = 1
12. Save your work, and note the order number ____________.
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Chapter 8 - Page 72
13. Select Actions > View Adjustments.

14. On the Adjustments tab note that the 5% discount modifier has been applied.
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Chapter 8 - Page 73
Solution - Creating a Discount Modifier Using Qualifiers

Creating a Discount Modifier
1.
2.
(T) Main:
Modifier Type = Discount List
Number = XX-Discount 1
Name = XX-Discount 1
Version =1
Start Date = Todays date
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Chapter 8 - Page 74
3.
(B) List Qualifiers. Enter the following qualifiers:
Qualifier Context
4.
Qualifier Attribute
Operator
Value From
Customer
Customer Name
XX-Big City Electronics
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.
(T) Modifiers Summary tab:
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
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Chapter 8 - Page 75
Incompatibility Bucket
Level
(blank)
7.
A discount of 5% will be applied for all products ordered, but only when:
Customer is XX-Big City Electronics, and
Price list for the order is XX-Price List 2
8.
Return to the header of the modifier and select the Active check box.
9.
(I) Save.
Creating a Sales Order Using a Discount Modifier

Responsibility = Order Management Super User, Vision Operations
10. Navigate to the Sales Orders window.
(N) Orders, Returns > Sales Orders
11. (T) Order Information, (T) Main:

Customer = XX-Big City Electronics. Required sales order header information
defaults from your customer setup.
Order Type = Standard
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Chapter 8 - Page 76
12. (T) Line Items:

Qty = 1
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Chapter 8 - Page 77
13. (I) Save. Note the order number ____________.

14. (B) Actions > View Adjustments.
15. (T) Adjustments. Note that the 5% modifier discount has been applied.
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Chapter 8 - Page 78
Basic Pricing Setup

Chapter 8 - Page 79
Price Break Modifiers: Point Breaks
Price Break Modifiers: Point Breaks

Applies a variable discount or surcharge price adjustment to a pricing request that meets the
condition of the specified price break. The example above displays the use of a point break
header: Item A qualifies for a 10 percent discount because the total value of 150 falls between
the 100 to 200 price break bracket.
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Chapter 8 - Page 80
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.
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Chapter 8 - Page 81
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.
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Chapter 8 - Page 82
Example of Qualifier Hierarchy
Example of Qualifier Hierarchy

Qualifier attributes represent values that can be compared to values on your sales order. The
pricing engine evaluates these qualifier attributes to determine which modifier list and modifier
lines should be applied to the order. Basic Pricing limits the seeded qualifier contexts for both
the modifier list and the modifier line.
Qualifiers for Modifier Lists
Customer:
- Customer Name
- Bill to
- Ship to
- Customer Class
Modifier List: Price List
Qualifiers for Modifier Lines
Customer:
- Agreement Name
- Agreement Type
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Chapter 8 - Page 83
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.
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Chapter 8 - Page 84
Using Qualifiers with Modifier Lists
Using Qualifiers with Modifier Lists

Create qualifiers to define eligibility rules for the modifier list or lines.
Qualifier Contexts: Flattened hierarchies where similar qualifying attributes can be
grouped into logical categories. The specificity is indicated by precedence.
Qualifier Attributes: Specific attributes associated with a context that define eligibility
criteria for a benefit or price. For example, the Customer context includes the following
attributes: Customer class (defined in RA customers); Site; and Customer Name.
Value From: Defines the specific value for the selected qualifier attribute. For example,
for the qualifier attribute Customer Name, you could select the customer name XYZ
Corporation (the qualifier value).
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Chapter 8 - Page 85
Freight and Special Charge List Modifier

Use this modifier to apply freight costs to the order total. For example, any customer who
places an order for less than $500 pays a freight charge of 20 percent of the order cost.
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Chapter 8 - Page 86

Freight and special charges are costs associated with the shipment of goods. You can use
Freight and Special Charge List modifiers to apply different freight charges to an order or line
and thereby, increase the selling price. Additionally, you can enter the freight and shipping
costs in Shipping Execution and have the Freight and Special Charge List modifiers convert
them into charges in Order Management. The freight charge may be equal to the freight cost,
or it could be the freight cost with a markup.
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Chapter 8 - Page 87
Seeded Freight Charges
Basic Pricing Setup

Chapter 8 - Page 88
Setting Up Freight and Special Charge List Modifiers
Setting Up Freight and Special Charge List Modifiers

Using Freight and Special Charge List modifiers, you can apply charges to sales orders either
automatically or manually. Here is an example of how to set up automatic order level charges
using modifiers:
1. Select Freight and Special Charge List as the type of modifier.
2. In the Modifier Summary tab, enter the modifier lines, specifying that the modifier is to be
applied at the order level.
3. Set up header level qualifiers that will be applicable at the list level. You can define the
qualifier to accept only orders with Freight Terms of Prepay and Add.
4. When you enter an order with Freight Terms of Prepay and Add, the charges are applied
to the order automatically and you can view them in the order window.
Please note that this is only one example of a type of setup, various other ways of setting up
Freight and Special Charges Modifiers are possible.
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Chapter 8 - Page 89
Practice - Creating a Freight and Special Charge List Modifier

Overview
In this practice, you create a Freight and Special Charge List modifier using formulas, modifiers,
and qualifiers. In this exercise you will define:
Two Special Charge Formulas
A Modifier List with four line modifiers that determine how to use the formulas
List and line qualifiers to determine eligibility
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
Oracle Order Management Super User responsibility
Tasks
Defining the First Formula
1.
Navigate to the Pricing Formulas window.
2.
Enter the following:

Name = XX-Freight
Description = Dollar Amount x Constant .01
Formula = 1*2
Formula Type
3.
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Amount
N/A
Numeric Constant
N/A
N/A
.01
Save your work

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Chapter 8 - Page 90
Define the Second Formula

4.
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
Save your work.
Defining a Freight and Special Charge Modifier List

6.
7.
In the Main tab enter the following List information:

Type = Freight and Special charge List
Number = XX-Freight and Handling
Name = XX-Freight and Handling
Version = 1
Start Date = Default
Currency =Defaults
8.
Click List Qualifiers to add the following qualifier:

Grouping
Number
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
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Chapter 8 - Page 91
Pricing Phase
50 (Line
Charges)
Bucket
1
11. In the Discounts/Charges tab, enter the following information:

Charge Name
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
13. Click OK.

14. In the Modifiers Summary tab, create a new modifier line:
Modifier
Number
Level
Freight2
Order
Start/End
Dates
Modifier Type
Freight/Special
Charge
Optional
Automatic
Selected
Pricing Phase
Bucket
70 (Charges:
Header/All Lines)
(blank)
15. In the Discounts/Charges tab:

Charge Name
Freight Costs
Application Method
Lumpsum
Value
750
16. Click Line Qualifier to create a Line Level Qualifier.

Grouping
Number
Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
Defaults
Value
From
Operator
BETWEEN
Value To
10000
17. Click OK.

18. In the Modifiers Summary tab, create a new modifier line:
Modifier
Number
Handling1
Leve
l
Line
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected
Pricing Phase
50 (Line
Charges)

Charge Name
Formula
Application Method
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Chapter 8 - Page 92
Bucket
Value
Handling Costs
XX-Handling
Lumpsum
Blank
20. Click Line Qualifiers and create a Line Level Qualifier.

Grouping
Number
Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
Operator
Defaults
Value
From
BETWEEN
Value
To
10000
21. Click OK.

22. In the Modifier Summary tab, create a new modifier line:
Modifier
Number
Level
Handling
2
Order
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected
Pricing Phase
70 (Charges:
Header/All Lines)
Bucket
(blank)

Charge Name
Application Method
Handling Costs
Value
Lumpsum
50

Grouping
Number
Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
Operator
Defaults
BETWEEN
Value
From
Value To
10000.99
25. Click OK.

26. In the Modifier Summary tab, create a new modifier line:
Modifier
Number
Level
Handling
2
Order
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected

Charge Name
Handling Costs
Application Method
Lumpsum
Value
50

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Chapter 8 - Page 93
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
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:
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.
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Chapter 8 - Page 94
Solution - Creating a Freight and Handling Charges Modifier

Defining the First Formula
Responsibility = Oracle Order Management Super User, Vision Operations (USA)
1.
Navigate to the Pricing Formulas window.
2.
(N) Pricing > Pricing Formulas > Formulas Setup
Enter the following:

Name = XX-Freight
Description = Dollar Amount x Constant .01
Formula = 1*2
Formula Type
3.
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Amount
N/A
Numeric Constant
N/A
N/A
.01
(I) Save.
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Chapter 8 - Page 95
Defining the Second Formula

4.
Enter the next formula

Name = XX-Handling
Description = Item Quantity x Constant .05
Formula = 1*2
5.
Formula Lines region:

Formula Type
6.
Pricing Attribute
Context
Pricing
Attribute
Component
Step
Pricing Attribute
Volume
Item Quantity
N/A
Numeric Constant
N/A
N/A
.05
(I) Save.
Defining a Freight and Special Charge List Modifier

Note: For freight charge modifiers, you can apply freight charges of one Charge Name (such as
"Freight Costs") only once even if more number of charges qualifies.
7.
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Chapter 8 - Page 96
(N) Pricing > Modifiers > Modifier Setup
8.
(T) Main. Enter the following:

Type = Freight and Special charge List
Number = XX-Freight and Handling
Name = XX-Freight and Handling
Version = 1
Start Date = Default
Currency =Defaults
9.
(B) List Qualifiers.

Grouping
Number
Qualifier
Context
Qualifier
Attribute
Precedence
Operator
Value From
Modifier List
Price List
Defaults
XX-Price List1
Order
Order Type
Defaults
Mixed
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Chapter 8 - Page 97
10. (B) OK.

11. (T) Main, (T) Modifiers Summary.
Modifier
Number
Freight1
Level
Line
Modifier Type
Freight/Special
Charge
Start/End
Dates
Automatic
Pricing Phase
Bucket
Optional
Selected
50 (Line Charges)
12. (T) Discounts/Charges.

Charge Name
Freight Costs
Formula
XX-Freight
Application Method
Lumpsum
Basic Pricing Setup

Chapter 8 - Page 98
Value
(blank)
13. (B) Line Qualifiers:

Grouping
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Operator
Value
From
Value
To
Defaults
BETWEEN
10000
Basic Pricing Setup

Chapter 8 - Page 99
14. (B) OK.

15. (T) Modifiers Summary to create a new modifier line:
Modifier
Number
Level
Modifier Type
Freight2
Order
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Pricing Phase
Bucket
Selected
70 (Charges:
Header/All Lines)
(Blank)

Charge Name
Freight Costs
Application Method
Lumpsum
Value
750
Basic Pricing Setup

Chapter 8 - Page 100
17. (B) Line Qualifier.

Grouping
Number
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
Defaults
Operator
BETWEEN
Basic Pricing Setup

Value
From
Value
To
10000
18. (B) OK.

19. (T) Modifiers Summary. Create a new modifier line
Modifier
Number
Level
Modifier Type
Handling1
Line
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Pricing Phase
Bucket
Selected
50 (Line Charges)

Charge Name
Handling Costs
Formula
Application Method
XX-Handling
Value
Lumpsum
Blank
21. (B) Line Qualifier and create a Line Level Qualifier.

Grouping
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order
Amount
Precedence
Defaults
Operator
BETWEEN
Basic Pricing Setup

Value
From
Value
To
10000.
99
22. (B) OK.

23. (T) Modifiers Summary. Create a new modifier line:
Modifier
Number
Level
Handling
2
Order
Modifier Type
Freight/Special
Charge
Start/End
Dates
Optional
Automatic
Selected

Charge Name
Handling Costs
Application Method
Lumpsum
Value
50
Basic Pricing Setup

Pricing Phase
70 (Charges:
Header/All Lines)
Bucket
(blank)
25. (B) Line Qualifier. Create a Line Level Qualifier:

Grouping
Number
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Operator
Value
From
Value To
BETWEEN
10001
9999999
Precedence
Defaults
Basic Pricing Setup

26. (B) OK.

27. (T) Main tab.
28. Select the Active check box.
29. (I) Save your work.
Creating a Sales Order Using the Freight and Special Charge Modifier
Responsibility = Oracle Order Management Super User, Vision Operations (USA)
(N) Orders, Returns > Sales Orders
31. (T) Order Information, (T) Main

Customer = XX-Big City Electronics
Order Type = Mixed
Required Header information defaults from your customer setup
32. (T) Line Items

Basic Pricing Setup

Quantity =1
33. (I) Save your work and note the order number ______________.
34. (B) Actions > Charges and Freight Costs to view your charges.
Basic Pricing Setup


36. (T) Order Information.
37. (B) Actions > Charges. No charges should apply.
Basic Pricing Setup

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. (I) Save.
41. (B) Actions > Charges and Freight Costs. There should be no changes provided that the
Order Total is above $10,000.
Basic Pricing Setup


43. (T) Order Information tab.
44. (B) 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).
Basic Pricing Setup

45. Save your work.
Basic Pricing Setup

Overview of Price Books

A price book is a pricing report that displays item list and net prices (for a specific customer)
based on a specific pricing date. Within the price book, you can view details of the list price,
discounts, surcharges, price breaks, and freight and special charges. The price book supports
formula-based prices, and you can view price break and pricing attribute details.
Freight and special charges: Although freight and special charges do not affect the unit selling
price in Basic Pricing, they will affect the net price in the price book.
Pricing buckets: If pricing buckets have been defined for any modifiers, the modifiers will be
displayed in the order of the pricing buckets, with the null bucket modifiers displayed last
From the online view, you can view any price break details or any pricing attributes used in the
price calculation. Pricing errors (such as missing pricing attribute for formula processing or
duplicate prices) are also displayed on a separate page.
Basic Pricing Setup

Basic Pricing Setup

Price Book Example 1
Basic Pricing Setup

Basic Pricing Setup

Basic Pricing Setup

Benefits of Price Books
Basic Pricing Setup

Price Book Implementation
Basic Pricing Setup

Implementation Steps: Setting Key Profile Options

QP: E-mail - From Address
You need to set up the profile option QP: E-mail - From Address to specify the sender's e-mail
address for any e-mails that are sent from the price book feature. When the price book is emailed, the recipient can identify and respond to the senders return e-mail address. There is no
default value for the profile option and can be updated at the Site and User level.
Important: Publishing a price book to a printer or as an e-mail attachment and creation of the
View Document (formatted document) is dependent on the availability of the Delivery Server
Component of the Oracle XML Publisher (XDO) product.
QP: External Default Pricing Perspective
This profile option sets the default pricing perspective for all external users. The value defaults
to the Pricing Perspective field in the Create Price Book page. This profile can be set at the site
or user level and the default value is Order Management Order.
Basic Pricing Setup


QP: Internal Default Pricing Perspective
This profile sets the default value for the pricing perspective for all internal users using the
price book feature. The values can be applications like Oracle Order Management or Oracle
Purchasing that request information from the pricing application. The Pricing Perspective field
in the Create Price Book page displays the default value; however, an internal user can
override this value by selecting a different pricing perspective. This profile can be set at the site
level only and default value is Order Management Order
Note: Oracle Advanced Pricing is not one of the valid values for this profile option.
QP: Pricing Perspective Request Type
This profile option is used for the price book feature to map the Pricing Perspective to the
Request type calling the price book. It can be set at system administrator site and system
administration application levels. The default value at the site level is Order Management
Order.
Note: External users cannot view or change the Pricing Perspective field. The value PO
(Oracle Purchasing) is valid for internal users but not external users.
Basic Pricing Setup

Implementation Steps: Verifying Pricing Parameters
Implementation Steps: Verifying Pricing Parameters

(N) Oracle Pricing Manager > Setup > Attribute Management > Pricing Transaction Entity
Associations
(N) Oracle Pricing Administrator > Oracle Pricing Administrator Setup : Parameters>
Parameter Values
The next setup step is to verify the values for the pricing parameter Price Book Pricing Events.
Based on the values specified in the profile QP: Pricing Perspective Request Type, each calling
pricing perspective has an associated request type. The Price Book Pricing Events parameter
determines which pricing event or events are used for each request type to call the pricing
engine to generate a price book.
Multiple events may be entered separated by commas; for example, BATCH, BOOK. Seeded
values are:
CMRO: Batch
Order Capture: Batch
FTE: FTE Price Line
Intercompany: IC Batch
Basic Pricing Setup

Demand Planning: Batch

Contracts: Batch
Contracts for Service: Batch
Order Management: Batch
Purchase Order: PO Batch
Basic Pricing Setup

Implementation Steps: Setting Up the Default Printer
Implementation Steps: Setting Up the Default Printer

You have the option of publishing the price book to a printer. The default printer you define in
the configuration is used if no printer name is specified when publishing the price book.
To define the default printer, add the printer for your site to the Oracle XML Publisher
Delivery Manager configuration and specify it as the default entry.
Basic Pricing Setup

Implementation Steps: Setting up Oracle XML Publisher
Implementation Steps: Setting up Oracle XML Publisher

Using Oracle XML Publisher, you can publish your price books in a variety of formats such as
PDF, RTF, and EXCEL (XLS). The Delivery Server Component of the Oracle XML Publisher
(XDO) product (available with XML Publisher 5.0 and newer versions) is required to send the
price book to a printer or as an e-mail attachment. Use the seeded XML templates to generate
your price books, or create additional templates depending on the desired publishing option (email or print) and the output format [EXCEL (XLS), PDF, RTF]; for example, you may want a
separate template for print versions and another for e-mail.
Note: To send the price book as an e-mail attachment, you also need to configure the e-mail
server in XML Publisher. Oracle XML Publisher is required to create and maintain XML
Publisher templates that define the layout for the published price book.
Basic Pricing Setup

Creating a Price Book
Creating a Price Book

You can create price books to generate prices for a single item, an item category, all items, or
items within a specified price lists. The prices generated in the price book are based on the
pricing perspective. The value for the operating unit defaults from the Multi-Org Access
Control (MOAC) setup.
The pricing perspective mimics the calling application so as to simulate prices coming from an
order, service contract, or purchase order. An internal user can edit the value but an external
cannot view or edit it. These prices are currency specific, but the price book does handle multicurrency (price list) conversions supported in price lists.
Note: All item/UOM combinations will be priced.
You can set the pricing effective date for a past date, current date, or future date. Information
in the Price Calculation Criteria will be input parameters to generate the price book. Currency,
Quantity, and Customer are mandatory fields. The quantity will always default to 1, but can be
updated. You can specify a price list, pricing agreement, or sales agreement as a starting point
for the price book. The pricing engine will always perform a search across all the valid pricing
setups to derive the price.
Basic Pricing Setup

Creating a Price Book: Defining General Price Book Criteria
Creating a Price Book: Defining General Price Book Criteria

Select details about the price book including the name and pricing perspective. The value you
select in the Product Criteria field determines what items will appear in the price book. You
can select a single item, item category, all items, or price list. If price list is selected, all items
and UOM combinations within the price list will get priced, but the final list price may be
derived from a different price list.
Notes:
The Operating Unit value defaults from the Multi-Org Access Control (MOAC) setup.
An internal user can edit the pricing perspective value but an external cannot view or edit
it.
Basic Pricing Setup

Creating a Price Book: Defining Price Calculation Criteria
Creating a Price Book: Defining Price Calculation Criteria

The price calculation criteria includes values such as currency, date, customer, and quantity,
that the pricing engine requires to generate price books. Optionally, you can enter a value in
the Pricing Basis field to give the pricing engine a starting point from which to look for prices.
Currency: Prices are currency specific, but handles multi-currency (price lists) conversions
supported in price lists.
Pricing effective dates: Past date, current date, or future dates.
Pricing Basis: Agreement, sales agreement, or price list.
Additional criteria: Define further qualities for price book such as qualifiers, pricing
attributes. These attributes may determine if a specific price or modifier will be applied. If
you do any formula-based pricing using pricing attributes, enter those attributes here.
Basic Pricing Setup

Creating a Price Book: Selecting Price Book Publishing Options
Creating a Price Book: Selecting Price Book Publishing Options

You can publish the price book using the following options:
Send Email: Specifies the e-mail addresses to which the price book will be sent. You can
enter multiple e-mail addresses, separated by commas.
Send to Printer: Enter the name of the printer where the price book is to be printed. If no
printer is specified, the default printer defined in the XDO configuration file is used.
View Document: Select a Template and Document Type to view the document online.
Note: The e-mail and printer server must be configured properly to use the e-mail and printer
publishing options. For more details on publishing options, please refer to the XML Publishing
documentation.
Basic Pricing Setup

Price Book Publishing Templates
Price Book Publishing Templates

In XML Publisher, you can create and maintain price book templates. You can select the
following seeded templates to enable output formats of PDF, RTF, and Excel:
Price Book Details report: Shows all the items in their respective categories with list price,
net price, and all modifiers.
Price Book Errors report: Provides information on any pricing error that occurred during
the generation of the price book.
Price Book Summary report: Displays an items list and net price. To generate the View
Document, a template and template type must be selected.
You may need to create multiple templates depending on the desired publishing option (email or print) and the desired output format (Excel, HTML, PDF, RTF).
Basic Pricing Setup

Price Book Publishing: Document Types
Basic Pricing Setup

Generating and Publishing Price Books
Generating and Publishing Price Books

In the background, two concurrent requests are completed to generate or republish a price
book. The first concurrent request will create the price book header and items. The second
concurrent request calls the pricing engine to get the list price, net price, and associated
modifiers.
Note: The completed price book can be viewed only after this concurrent request is completed.
Basic Pricing Setup

Viewing Price Book Details Online

The price book determines all the items to be priced and then displays each item in their
respective item category. If an item belongs in more than one category, then the price book will
display multiple categories. For an item, you will see the price list used to derive the list price.
If there are any line level discounts, surcharges, price breaks, or freight and special charge
modifier, then these will be displayed below the list price line. If pricing buckets have been
defined for any modifiers, the modifiers will be displayed in the order of the pricing buckets,
with the null bucket modifiers displayed last. Although freight and special charges do not
affect the unit selling price in pricing, they will affect the Net Price in the price book.
From the online view, you can view any price break details or any pricing attributes used in the
price calculation. Pricing errors (such as missing pricing attribute for formula processing or
duplicate prices) are also displayed on a separate page.
Basic Pricing Setup

Basic Pricing Setup

Maintaining Price Books
Maintaining Price Books

Responsibility: Oracle Pricing User
(N) Home > Reports
You can maintain price books on the Price Book Main page > Reports tab.
You can search for price books using the Simple Search. To add additional search criteria,
click the Show More Options link. You can sort your search results by Price Book Name,
Customer, or Price Effective Date of the price book. You can also delete one or more price
books.
Basic Pricing Setup

Republishing Price Books
Republishing Price Books

If you decide to republish a price book, the price book is not regenerated meaning the data in
the price book will remain the same. All the publishing options (e-mail, print, XML Message,
View Document) are available and this process will override existing documents or templates.
Basic Pricing Setup

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.
Basic Pricing Setup

Profile Options in Basic Pricing
Profile Options in Basic Pricing

The system administrator sets up the pricing profile options that determine how the application
accesses and controls data. The level at which the profile options can be set are user,
responsibility, application and site. The permissions for setting the profile options are View,
View and Update, No Access. The Required column determines if the profile option requires a
value or not. If it is Required, then you must provide a value. If it is Optional, you may leave it
blank. The Default Value column allows you to provide a default value for the profile. The
following are some common profile options used in Basic Pricing:
Profile Option
Required
Default Value
------------------------------------------QP: Allow Duplicate Modifiers
Required
Yes
QP: Blind Discount Option
Required
Yes
QP: Debug
Optional
Request Viewer Off
QP: Inventory Decimal Precision
Required
10
QP: Item Validation Organization
Required
No Default
QP: Negative Pricing
Required
No Default
Basic Pricing Setup

QP: Price Rounding

Required
QP: Qualify Secondary Price Lists
Optional
No
QP: Return Manual Discounts
Optional
QP: Satisfied Qualifiers Option
Optional
QP: Security Control
Optional
QP: Security Default Maintain Privilege Required
QP: Security Default ViewOnly Privilege Required
QP: Selling Price Rounding Options
Optional
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.
Basic Pricing Setup

Summary
Basic Pricing Setup

Overview of Shipping
Execution
Chapter 9
Overview of Shipping Execution

Chapter 9 - Page 1

Chapter 9 - Page 2

Chapter 9 - Page 3
Objectives

Chapter 9 - Page 4
Shipping Execution Flow
Shipping Execution Flow

After a sales order has been booked, the sales order lines must complete all workflow activities
leading up to the shipping activity. Two typical preceding workflow activities are Schedule Line and Ship - Line, Manual .
Schedule Line
Scheduling the line makes the order lines demand visible to Oracle Inventory for planning.
It also sets the Shipment Schedule Date.
Create Supply
Variety of subflow paths can be taken within Create Supply Line based on the type of item
shipped. They are as follows:
Configurable Items: Configurable items must complete the Create Supply activity which
takes an order line through a build cycle. The final assemblies that are completed out of
Oracle Work in Process are received into Oracle Inventory as Reserved for a specific
customers order.
Drop ship: Drop ship order lines must complete the Create Supply activity too. After a
Purchase Requisition has been passed to Oracle Purchasing the order line advances to the
Shipping Activity.

Chapter 9 - Page 5
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.

Chapter 9 - Page 6
Delivery and Delivery Lines
Delivery and Delivery Lines

Delivery Lines
When sales order lines are booked or scheduled in Order Management, associated delivery
lines are created in Oracle Shipping Execution.
Delivery
You can either manually or automatically group delivery lines to create a delivery. If a delivery
is auto-created, the delivery lines are grouped together by the mandatory default criteria, Ship
From Location and Ship To Location. However, additional grouping criteria can be included
such as:
- Customer
- Freight Terms
- FOB Code
- Intermediate Ship To Location
- Ship Method

Chapter 9 - Page 7
Trips and Stops
Trips and Stops

Trips
A trip is an instance of a specific freight carrier departing from a particular location containing
deliveries. A trip is carrier specific and contains at least two stops such as the pick-up stop and
drop-off stop. Trips can be created automatically or manually.
Stops
A stop is a point along the route of a trip where goods are either picked up, dropped off, or
both.

Chapter 9 - Page 8
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.

Chapter 9 - Page 9
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.

Chapter 9 - Page 10
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.

Chapter 9 - Page 11
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.

Chapter 9 - Page 12
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.

Chapter 9 - Page 13
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

Chapter 9 - Page 14
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

Chapter 9 - Page 15
Automated Shipping Process
Automated Shipping Process

The automated shipping processes will be useful when the shipping personnel rarely alter or
modify the attributes of the shipment. The automated shipping process can be used to perform
the following automatically:
Pick Release: The pick release process can be automated to perform delivery creation,
pick selection, pick allocation, and pick confirmation.
Packing: You can run Auto-Pack SRS to run the packing process periodically.
Ship Confirm: You can run Auto Ship Confirm SRS to run the ship confirm process
periodically.
One Step Shipping performs Pick Release, Pack, and Ship Confirm all in one go.

Chapter 9 - Page 16
One Step Shipping
One Step Shipping

One step Shipping involves picking and shipping, or picking, packing, and shipping of one or
more deliveries or delivery lines. When you perform one step shipping you achieve the
following:
Auto create deliveries for delivery lines, if delivery lines are not associated with a
delivery.
Pick release and pick confirm all delivery lines assigned to the deliveries. This includes
the deliveries that were autocreated.
Auto pack all delivery lines assigned to the deliveries that are in the Staged/Pick
Confirmed status.
Note: To automatically pack all delivery lines into LPNs,
you must set the autopack level for your organization as Yes
or Autopack Master in the Shipping Transaction tab of
Shipping Parameters window. For more information, see the
lesson titled Shipping Transaction Parameters slide.
Note: Container-load relationship should be defined for the
delivery line items

Chapter 9 - Page 17
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.

Chapter 9 - Page 18
Shipping Transactions Form
Shipping Transactions Form

(N) Shipping > Transactions > Query Manager (Perform a search in the Query Manager
window. The search results are displayed in the Shipping Transactions form.)
You can use the shipping transaction form to plan, execute, and view all aspects of the
shipping process. The user interface is composed of two elements; the Query Manager and the
Data Manager. You can use extensively the Oracle folder and tree capabilities.

Chapter 9 - Page 19
Guided Demonstration Shipping Transaction Form

Responsibility: Order Management Super User, Vision Operations
(USA)
Querying using Query Manager
1.
(N) Shipping > Transactions
2.
Search for region

Lines (B) - Select
3.
(T) Lines
Line Status: Not Shipped
4.
Saved Query region

Name: XX-Notshipped
Description: Not Shipped Lines
Saved Query?: Select. This makes the query public to all users
5.
(B) Find. All lines which are not shipped are displayed in the Shipping Transaction Form
Shipping Transaction Form

9.
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.

Chapter 9 - Page 20
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.

Chapter 9 - Page 21
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

Chapter 9 - Page 22
Quick Ship Window
Quick Ship Window

(N) Shipping > Quick Ship
Quick Ship enables you to enter minimum requirements and process a shipment.
The Quick Ship window provides the following features:
Visibility to trips, deliveries, and delivery lines in the same window
Ship confirm multiple deliveries at the same time
Change ship quantities and also specify the inventory controls for each delivery line
View and resolve the shipping exceptions for the delivery, trip and delivery lines
Customization of the display of fields, initial view (delivery or trip), and folder options for
each entity based on your business needs

Chapter 9 - Page 23
Guided Demonstration Quick Ship Window

(USA)
Changing Quick Ship View

1.
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.
Ensure that you are in the Delivery Confirm View.
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.
Using Folder Option

5.
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.
To show a field, you can use anyone of the following methods:

(M) Folder > Show Field. Select a field, which you want to display from the LOV.
Right click on any field, select Folders option on the popmenu and click Show field.
Select a field, which you want to display from the LOV.
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.

Chapter 9 - Page 24
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.
Creating New Folder

8.
(M) Folder > New
9.
Enter XX-Folder in the Folder field.
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.

Chapter 9 - Page 25
Reports and Processes
Reports and Processes

Oracle Shipping Execution provides you with a variety of flexible and easy-to-use reports to
help you improve productivity and increase control. Text attachments can be used with reports
and documents to print shipping application data: for example, unpacking instructions entered
on a delivery line can be printed on the Packing Slip. You use the Shipping Reports and
Documents window to select the report you want to generate. The Shipping Execution Reports
are displayed based on the report parameters that you enter.
Printers
(N) Shipping > Setup > Documents > Choose Printers
You can assign shipping documents and reports to specific printers. Printers can be assigned at
multiple levels, including the following:
User
Responsibility
Applications
Site

Chapter 9 - Page 26
Integration With Oracle Order Management
Integration With Oracle Order Management

After a sales order is booked, the sales order lines must complete all workflow activities
leading up to the shipping activity. Two typical preceding workflow activities are Schedule
Line and Ship Line Manual:
Schedule Line:
The Schedule Line subprocess schedules an order line for all order lines that must be
shipped. This activity makes the order lines demand visible to Oracle Inventory for planning.
It also sets the shipment schedule date for the order line.
Ship Line Manual:
The Ship Line Manual enables you to manually initiate shipping for an order line. The Ship
Line Manual process can return one of the following and reaches the end activity:
Over Shipped Beyond Tolerance
Ship Confirm
Non Shippable
Unreserved

Chapter 9 - Page 27
Integration With Oracle Transportation Management
Integration With Oracle Transportation Management

If Oracle Transportation Management is installed, you can utilize the following functionality in
Oracle Shipping Execution:
Freight Payment and Audit: Enables you to automate in-house auditing of freight
bills, reducing the costs associated with manual freight bill auditing and the costs
of 3rd party audit firms that you might use. Auditing takes place upon receipt of a
freight bill from the carrier after shipment delivery has been completed.
Load Tendering: Enables you to communicate the characteristics of a delivery with your
carriers to facilitate shipment pickup.
Inbound Carrier Selection: Enables you to select preferred carriers for inbound purchase
orders.

Chapter 9 - Page 28
Integration With Oracle Warehouse Management
Integration with Oracle Warehouse Management

If Oracle Warehouse Management is installed, it provides the following functionality to Oracle
Shipping Execution
Plan Tasks: The planning tasks of warehouse such as pick, put away, moves and
replenishments are done by Oracle Warehouse Management.
Pick Methodologies: The pick methodologies are determined by Warehouse
Management.

Chapter 9 - Page 29
Integration with Oracle Workflow
Integration with Oracle Workflow

Oracle Shipping Execution enables you to utilize Oracle Workflow to enhance your day-to-day
business. Using Oracle Workflow with Oracle Shipping Execution is optional; however, if you
choose to enable Oracle Workflow with Oracle Shipping Execution, then specific tasks and
output are enabled through the use of customized business objects. For example, the workflow
can be configured so that specific users receive a notification email when an overship or
backorder occurs.
Workflows available in Oracle Shipping Execution include:
Delivery Flow Generic: This process is initiated when a delivery line is assigned to a
delivery and completed when the delivery reaches its final drop off location.
Trip Flow Generic: This process is initiated when a trip is created and completed when the
ultimate drop off stop is closed.
Ship to Deliver Process Workflow: This process models the ship confirm process through
the Order Management and Inventory interfaces.

Chapter 9 - Page 30
Summary

Chapter 9 - Page 31

Chapter 9 - Page 32
Shipping Execution Setup

Chapter 10

Chapter 10 - Page 1

Chapter 10 - Page 2

Chapter 10 - Page 3
Objectives

Chapter 10 - Page 4
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

Chapter 10 - Page 5
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.

Chapter 10 - Page 6
Guided Demonstration - Defining Roles

(USA)
(N) > Shipping > Setups > Grants and Role Definitions > Define Roles
1.
(N) Shipping > Setup > Grants and Role Definitions > Define Roles
2.

Name:
XX-Shipping Clerk
Description:
Shipping Clerk
3.
(T) Trips.
4.

Data Access:
Edit
5.
(B) Disable All to block all trip activities for this role.
6.
(T) Stops.
7.

Data Access:
Edit
8.
(B) Disable All to block all stop activities for this role.
9.
(T) Deliveries. Review the list of actions.
10. (T) Lines/LPNs. Review the list of actions.

11. (T) General. Review the list of actions.
12. (T) Message. Activity: Ship Confirm.
13. Review the Error and Warning settings.

Chapter 10 - Page 7
Practice - Defining Roles

Overview
In this practice you will learn how to create a shipping role that can be used to establish grants
(permissions) to shipping functions.
Assumptions
Your instructor will provide login information.
Replace XX with the number provided by your instructor or your initials.
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.

Chapter 10 - Page 8
Solution - Defining Roles

Login
1.
Login to the database using the User Name and Password supplied by your instructor.
Choose Responsibility
2.
Order Management Super User, Vision Operations (USA) Responsibility is selected.
Define a Role
(N) > Shipping > Setup > Grants and Role Definitions > Define Roles
3.
Name: XX-Clerk.
4.
Description: XX Shipping Clerk.
5.
(T) Trips.
6.
(B) Disable Actions.

Chapter 10 - Page 9
7.
(T) Stops.
8.
(B) Disable Actions.

9.
(T) Deliveries.
10. Validate that Data Access is Edit.

11. Accept all defaults.

12. (T) Lines/LPNs.

13. Validate that the Data Access is Edit.
14. Accept all defaults.
15. Save.


Granting Roles To Users
Granting Roles To Users

(N) Shipping > Setup > Grants and Role Definitions > Grants
You can use the Shipping Execution Grants window to grant a user a role in one organization
or all organizations for a period of time. The role is assigned to a user by a grant. The grant is
specific to a particular user and defines the roles assigned to the user, the organization where
the grant is effective, the start date and optionally, an end date.
More than one grant can be assigned if the user requires different access controls to more than
one organization. The start and end dates for grants can overlap.
For example, if a user requires full-access privileges to three organizations and view-only
access to a fourth, the user must be assigned four grantsone for each respective organization
(three full-access and one view-only grant). However, if only one grant is assigned, that grant
becomes the default grant for the user.
In addition, the grant has the following requirements:
A grant may or may not have one inventory organization selected.
Many grants can be assigned for each role.

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.

Guided Demonstration Granting Access to Roles

(USA)
(N) Shipping > Setup > Grants and Role Definitions > Grants
1.
(N) Shipping > Setups > Grants and Role Definitions > Grants
2.

User:
OMSUPER
Role:
XX-Shipping Clerk Role
Org:
BLANK
Start Date:
Todays date

Practice - Granting Access to Roles

Overview
In this practice you will learn how to create a shipping role that can be used to establish grants
(permissions) to shipping functions.
Assumptions
Tasks
1.
Grant the shipping clerk role to the OMSUPER user for all Organizations.
2.
Click on the View Roles button to access the role definition.

Solution -Granting Access to Roles

Login
1.
Login to the database using the user name and password supplied by the instructor.
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.
(M) File > Save

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:

Freight Carrier: Name of the freight carrier.

Service Level: The freight carrier can provide different levels of service. For example,
service levels can be door-to-door, next day air, and ground.
Mode: The freight carrier can be provide different modes of service. For example, the
mode of service can be LTL,TL, or parcel.
Example: Freight carrier: Truck
Mode: LTL
Service Level: Ground
Ship method: Truck-LTL-Ground
Note: For a ship method to be used by an organization, it must be assigned to it.

Guided Demonstration - Defining Freight Carriers

(USA)
1.
2.

Name:
XX-Freight
Short Name:
XX-F
3.
Enter the following in the Services tab

Service Level:
Select a Service Level from the LOV
Mode:
Select the mode of transport from the LOV
4.
(B) Organization Assignments
5.
Select Assigned check box for the Organization M1 and click Done.
6.
(M) File > Save.

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

Guided Demonstration Defining Freight Cost Types

(USA)
(N) > Shipping > Setup > Freight Carriers, Cost Types > Freight Cost Types
1.
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Cost Types
2.

Name:
Special
Type:
Handling Costs
Currency:
USD
Amount:
15
3.
Enter the various costs in the next lines until completed.
4.
(M) File > Save.


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

- 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

Regions and Zones
Regions and Zones

You can use Regions and Zones to group by geographical areas and save the effort of setting
up point-to-point transit times. The terms used while defining regions and zones are as follows:
Region: A geographical area, for example, a group of cities, states, provinces, or a
country. You can model regions at different levels of scale. A region can consist of
countries, provinces or states, cities, or postal codes.
Sub-Region: A child of a region. For example, the sub-regions of the region Canada can
be its provinces; the sub region of the region London can be its postal codes
Zone: A collection of regions, for example, a western zone. Zone information is unique to
your business.
Regional Transit Times: The in-transit time for the shipment between ship-from
location, ship-to location, locations, zones, and regions based on the shipping methods.
The advantage of planning shipments in terms of regions and zones are:
Enter and maintain in-transit and sourcing rules information between zones rather than
between every ship-from and ship-to location combination
With less in-transit information Oracle Shipping Execution finds the information faster

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

Shipping Document Sets
Shipping Document Sets

(N) Shipping > Setup > Documents > Document Sets
You can group a set of related documents and reports that can be printed during pick release or
ship confirm. You can also define the sequence in which you want the reports to be printed.
For example, you can create document set and and assign the Bill of Lading and Packing Slip
and define the sequence of printing. Packing Slip Report and define the sequence of printing.
The shipping document sets at the following places:
You can set the default document set to be printed during pick release in the Pick Release
tab of the Shipping Transaction Parameters window. For more information, see the lesson
titled Pick Release Tab In Shipping Transaction Parameter slide.
You can select the document sets to be printed during ship confirm in the Ship Confirm
window.

Guided Demonstration Defining Document Sets

(USA)
1.
(N) Shipping > Setup > Documents > Document Sets
2.
Enter the following information in the header:

Document Set:
XX-Docs
Description:
New Document Set
Usage:
Pick Release
Printing Method:
Parallel (Defaulted)
Note 1: Options of the Usage is explained as follows:
Pick Release: The documents are printed on pick release
Ship Confirm: The documents are printed on ship confirm
Note 2: When you set the Printing Method to Parallel the reports are printed separately.
That is if one of the reports in the document set fails to print, the other reports still print.
3.
Enter the following information in the Documents region:

Seq:
1
Application:
Shipping Execution
Report Name:
Pick Slip Report PDF Output
Layout Template
Pick Slip
Copies:
1
4.
Enter the reports to be included in the document set in the next lines until completed.
5.
(M) File > Save.
To Edit Document Sets

6.
(I) Find.
7.
Select a document set from the Find Document Set window.
8.
Edit Effective Dates, Printing Method, add new documents, or delete existing ones.
9.
(M) File > Save.

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

- From warehouse 2, the bill of lading number is WH2-55466-Trucking Co

Note: Location can be attached only to the document category which has the document type as
BOL.
Note: The document category is specific to the application and responsibility from which you
are accessing.

XML Publisher Enabled Documents
XML Publisher Enabled Documents

XML Publisher enables you to create customized reports and print them in PDF format using
seeded templates for the following Oracle Shipping Execution reports,
Bill of Lading
Commercial Invoice
Mailing Label
Master Bill of Lading
Packing Slip
Pick Slip
Vehicle Load Sheet Summary
These templates are assigned to document sets and are used when printing the reports.
Multiple templates can be created for each report. If your report has multiple templates, then
you select which template to use when you print.
Enabling PDF Printing: PDF printing must be enabled on the Shipping Document Sets window
or through the use of concurrent requests. The seeded concurrent requests are as follows:
Vehicle Load Sheet Summary PDF

Pick Slip PDF

Bill of Lading PDF
Master Bill of Lading PDF
Mailing Label PDF
Commercial Invoice PDF
Packing Slip PDF
Enabling PDF printing on the Shipping Document Sets window requires that you use the report
name ending in PDF Output and selecting the layout template. If you select a report that is not
PDF Output, then the Layout Template field is not available for update.

Customizing and Creating Templates
Customizing and Creating Templates

You can customize your templates by:
Adding your company logo
Moving fields
Removing fields
Add new fields
Rearranging the layout
To customize a layout template, you download the seeded template from Oracle XML
Publisher, customize it, and upload it to Oracle XML Publisher. You then include the template
in the Shipping Document Sets.
All creation and customization of templates is performed in Oracle XML Publisher. See Oracle
XML Publisher Users Guide for more information.

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

Choosing Printers For Searching Documents and Labels
Choosing Printers For Searching Documents and Labels

(N) Shipping > Setup > Documents > Choose Printers
You can assign shipping documents and selected reports to specific printers for multiple levels.
The levels are:
User
Responsibility
Application
Site
Oracle Shipping Execution will look for a printer at the User level first. If one is not found in
this level, it looks for printer at lower levels until it is found. For example, you can assign pick
slips and pack slips to your warehouse tractor feed printer, your mailing labels to a tractor
printer stocked with blank labels, and other documents to a laser printer in your order entry
office.
Note: Pick slips can be made to print at the Zone/Subinventory levels.

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.

ITM Adapter Integration
ITM Adapter Integration

Oracle Order Management and Oracle Shipping Execution integrates with International Trade
Management (ITM) adapters to perform the following:
Order Compliance: The partner ITM application evaluates the sales order lines for
export compliance request to the ITM adapter.
Delivery Compliance: The export compliance is performed on the deliveries or shipment.

Delivery Compliance Screening
Delivery Compliance Screening

Export compliance Screening can be performed either at delivery creation or at ship
confirmation. The export compliance screening request is submitted to the ITM adapters
interface tables. The ITM adapter generates and transmits the export compliance service
request XML to the partner application. A synchronous acknowledgment is expected from the
ITM application. The export compliance request XML contains all the necessary data elements
required for checking the compliance of the delivery.
The partner ITM application evaluates the delivery for export compliance and responds to
Oracle Applications with the overall pass or fail status. The asynchronous response is received
by Oracle XML gateway and a synchronous acknowledgement is provided to the partner
application. The XML gateway passes the response information to the ITM adapter, which in
turn handles the exception, originally logged against the delivery to prevent from ship
confirmation.
If a delivery is determined to be non compliant, the ITM adapter logs compliance failure
exception against the delivery. You will need to manually cancel these cancel these deliveries
depending upon their business processes. In case, the ITM application is unable to evaluate the
compliance of a delivery programmatically, the ITM application notifies the compliance users

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.

Defining Shipping Exceptions
Defining Shipping Exceptions

(N) Shipping > Setup > Define Exceptions
You can define Shipping Exceptions to meet your unique business requirements. For example,
if there is a scenario where the transportation carrier does not deliver the goods to the customer
on time, a shipping exception can be defined for this scenario. You can manually log this
exception within the entity against the transportation carrier.
Define the shipping exceptions in the Define Shipping Exceptions window. Define the
following attributes for the exception in this window:
Exception Type: You can select the exception type to indicate the process of the
exception. You can select the following for the exception type:
- Batch
- Delivery
- Picking
- Trip

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

Logging Shipping Exceptions
Logging Shipping Exceptions

(N) Shipping > Exceptions > [New]
Shipping Exceptions are logged against shipping entities either manually or automatically. Use
the Log Exception window to log shipping exceptions manually. You must enter the following
in the Exception tab of Log Exception window:
Exception Name: Select the exception name to be logged. The values in the field default
based on the definition of the exception name.
Message: Enter the message to be displayed when the exception is raised.
Logging Entity: The entity logging the shipping exception. The logging entity can be
shipper, receiver, or transportation carrier.
Logged At Location: The location at which the shipping exception is logged.
Exception At Location: The location at which the shipping exception has occurred.
In the Trip/Delivery/Container tab, you can define the shipping entity on which the shipping
exception is logged. For example, you can enter the delivery name in the Delivery Name field

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

View and Update Logged Shipping Exceptions
View and Update Logged Shipping Exceptions

(N) Shipping > Exceptions
You can view and update the shipping exception logged to a shipping entity. You use the View
Shipping Exception window to view and update the shipping exception. You can update the
following:
Message: Enter a message that must be displayed when the exception is raised
Status: Select any one of the following to change the status of the logged shipping
exception:
- Open: Select this to keep the shipping exception open
- Closed: Select this to manually close the shipping exception
- No Action Required: Select this to carry on with next process, without closing the
shipping exception

Guided Demonstration Viewing Shipping Exceptions

(USA)
Find Exception
1.
(N) Shipping > Exceptions
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.
Once you have completed your entries, click (B) Find.
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.

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.
Optionally, to view or update a single exception:

7.
Select the exception in the View Exceptions window.
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.
10. View or update the available fields in the selected tab.

11. (B) OK to save your changes.

Purge and Resolve Logged Shipping Exceptions
Purge and Resolve Logged Shipping Exceptions

To help maintain your shipping exception records and conserve computer storage space, purge
logged shipping exceptions that are no longer required. For example, you might purge shipping
exceptions that are five months old. Use the Resolve/Purge Exceptions parameters window to
resolve or purge shipping exceptions.
Note: Once purged, the shipping exceptions cannot be retrieved.

Running Pick Release
Running Pick Release

Online: You can pick release a delivery line immediately using the Release Sales Orders
for Picking window. This eliminates the time spent waiting for the order to process
through the concurrent manager queue. You can run the pick release online in the Release
Sales Orders for Picking window. You can also run the pick release online in the Shipping
Transactions form by selecting Launch Pick Release from the Actions menu.
Concurrent: You can run pick release in the background, enabling you to run multiple
processes at the same time. You can run the pick release concurrently in the Release Sales
Orders for Picking window.
Standard Report Submission (SRS): You can run pick release using the Standard Report
Submission process. Use this to run pick release as a scheduled task. For example, you can
run pick release at a specific time everyday. The delivery lines are selected for pick release
based on the release rule you select for the standard report submission.
Pick Release Application Program API: You can run pick release using Application
Program Interface (API). For more information refer to Oracle Order Management APIs
and Open Interfaces Manual.

Release Sequence Rules
Release Sequence Rules

(N) Shipping > Setup > Picking > Define Release Sequence Rules
Define the release sequence rule to specify the order in which the eligible picking lines are
allocated to Oracle Inventory during pick release. You can release the picking lines by
selecting one or more of the following attributes:
Order Number: Release picking lines based on the order number. If you define a priority
for the Order Number you cannot define priority for outstanding invoice value
Outstanding Invoice Value: Release picking lines based on the outstanding invoice
value.
Scheduled Date: Release picking lines based on scheduled date of delivery
Departure Date: Release picking lines based on the departure date of the delivery
Shipment Priority: Release picking lines based on the shipment priority
You can set a priority level to above attributes by assigning a value from 1 to 5. 1 being the
highest priority and 5 being the lowest priority. You can also decide whether the lines must be
picked based on the ascending or descending order.

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.

Practice - Defining Release Sequence Rules

Overview
In this practice you will learn how to create a Release Sequence rule.
Assumptions
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.

Solution -Defining Release Sequence Rules

Login
1.
Login to the database using the user name and password supplied by your instructor.
2.
Create Release Sequence

3.
(N) Shipping > Setup > Picking > Define Release Sequence Rules
4.

Rule:
XX-Oldest First
Description:
Allocate material based on schedule date and order
5.
Allocate material to oldest orders first.

Order
2
Ascending.
Schedule Date 1
Ascending.
6.
(M) File > Save.

Pick Slip Grouping Rule
Pick Slip Grouping Rule

(N) Shipping > Setup > Picking > Define Pick Slip Grouping Rules
Define the pick slip grouping rule to specify the criteria by which the delivery lines are
grouped together in a pick slip. For example, if you select delivery as a grouping criteria, all
delivery lines for the same delivery are grouped together on a pick slip. Use the Pick Slip
Grouping Rules window to define the pick slip grouping rule. The Pick Slip Grouping Rules
window is divided into three regions: Group By, Common, and Manufacturing. You can select
a combination of these attributes in these regions based on your business requirement.
The attributes you can group by in the Sales Order region include the following:
Order Number
Customer
Ship To
Carrier
Trip Stop
Delivery

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.

Practice - Defining Pick Slip Grouping Rules

Overview
In this practice you will learn how to create a Pick Slip Grouping Rule.
Assumptions
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.

Solution - Defining Pick Slip Grouping Rules

Login
1.
2.
Find Delivery to Ship Confirm

3.
(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.
(M) File > Save.

Release Rules
Release Rules
(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.

Release Rule Order Tab
Release Rule Order Tab

(N) Shipping > Setup > Picking > Define Release Rules > (T) Order
Use the Order Tab in the Release Rule window to define a set of criteria specific to the order to
select delivery lines for releasing. The criteria that you can define in this window includes the
following:
Effective Dates: The period of time that the release rule is valid
Orders: The status of the order. The different statuses are:
- Unreleased
- All
- Backordered
Order Number: The sales order number
Ship Set: The ship set
Prior Reservations only: You check this box to pick release only the sales order that
already has items reserved for the line items
Destination Type: You can pick release based on the following destination types:

- 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.

Release Rule Shipping Tab
Release Rule Shipping Tab

(N) Shipping > Setup > Picking > Define Release Rules > (T) Shipping
Use the Shipping Tab in the Release Rule window to define a set of parameters that you want
to apply in terms of shipping during pick release. The various parameters available are:
Ship Method: Select the ship method. The system will consider all delivery lines that
includes this ship method for pick release.
Shipment Priority: Select the shipment priority. The system will consider all delivery
lines that include this shipment priority for pick release.
Ship From Location: Select the ship from location. The system will consider all delivery
lines that include this ship from location for pick release.
Include Assigned Lines: Enable the checkbox to include all the assigned lines in the pick
release.
Document Set: Select the document set you want to print at pick release.
Release Sequence Rule: Select the release sequence rule you want to apply at pick
release.

Autocreate Deliveries: Select Yes to autocreate deliveries at pick release.

Autocreate Delivery Criteria: Select Across Orders, if you want to create a delivery by
combining delivery lines across orders. Select Within Order, if you want to create delivery
only within an order.
Auto Pick Confirm: Select Yes to auto pick confirm.
Autopack Delivery: Select No if you do not want to use the autopack delivery option,
select Yes to enable autopacking, or select Auto Pack Master to utilize autopacking the
items into a primary container and additionally automate packing the primary container
into a defined master container.
Append Deliveries: Select yes to append delivery lines to existing deliveries.
Note: You must setup the container-item relationship to support the functionality of auto pack
and auto pack master.
Note: You can append deliveries only when the Appending Limit field is set to value other
than Do Not Append in the Shipping Parameters window. Other prerequisites for appending
deliveries is as follows:
Oracle Transportation Planning is not installed
Organization is specified
Autocreate Delivery criteria must be set to Across Orders
Autocreate Delivery must be set to Yes
Auto Pick Confirm must be set to No

Release Rule Inventory Tab
Release Rule Inventory Tab

(N) Shipping > Setup > Picking > Define Release Rules > (T) Inventory
Use the Inventory Tab within the Release Rule window to define a set of parameters you want
to apply in terms of inventory management during pick release. The various parameters include
the following:
Warehouse: Select the warehouse. The system will consider all delivery lines that specify
this warehouse for sourcing.
Pick Slip Grouping Rule: Select the Pick Slip Group Rule to determine the criteria that
will be used for grouping delivery lines on the pick slip as part of the pick release process.
Subinventory: Select the subinventory. The system will consider for pick release all
delivery lines that have this subinventory specified on the sales order line.
Project: Select a project. You can select a project only if Oracle Project Manufacturing is
installed.
Plan Tasks: Select either Yes or No to Enable Plan Tasks if Oracle Warehouse
Management is installed and you choose to utilize the Plan Tasks feature.

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.

Practice - Defining Release Rules

Overview
In this practice you will learn how to create a Release Rule.
Assumptions
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.

Solution - Defining Release Rules

Login
1.
2.
Create Release Rule

3.
(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

All Pick Release Document

Yes
Yes
6.
(M) File > Save.

Pick Release tab in Shipping Parameters Window
Pick Release tab in Shipping Parameters Window

(N) Shipping > Shipping > Setup > Shipping Parameters > (T) Pick Release
Use the Pick Release Tab within the Shipping Parameters window to define the default values
for the pick release parameters including the following:
Release Sequence Rule: Select the release sequence rule that will be displayed by default
in the Release Sequence Rule field during pick release.
Pick Slip Grouping Rule: Select the pick slip grouping rule that will be displayed by
default in the Pick Slip Grouping Rule field during pick release.
Print Pick Slip: You specify when you want to print the Pick Slips. You can set it to
either of the following:
- At the End: The pick slips are printed at the end of pick release.
- Immediate: The pick slips are printed when a specific number of pick slip lines have
been accumulated for printing. You can specify number of pick slip lines that needs
to be accumulated for printing in the Number of Pick Slip Lines field.

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.

Auto Pick Confirm
Auto Pick Confirm

Auto pick confirm can be set up as the default to occur immediately after the lines are detailed
if an organizations picks rarely deviate from the suggested picking lines or the overhead of
requiring a pick confirmation is unmanageable. Auto pick confirm can be set up to occur by
default by setting the Auto Pick Confirm field to Yes in the Shipping Tab of Release Rule
window. This default option can be overridden during each pick release.
Pick confirmation follows the allocation and reservation of inventory items process
automatically if both Auto Allocate and Auto Pick Confirm options are selected.
When Auto Allocate is set to Yes and Auto Pick Confirm is set to Yes:
When the request is submitted the system automatically creates a move order for all
eligible order lines that meet the picking criteria.
The Release Sequence Rule can be used to sequence the orders for inventory allocation.
Oracle Inventorys Picking Rule can be used to detail the move order with suggested
material.
Pick Slips are printed and can be reprinted if needed later.

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.

Release Sales Orders for Picking Window
Release Sales Orders for Picking Window

(N) Shipping > Release Sales Orders
Use the Release Sales Orders for Picking window to pick release sales order lines. You can
select a set of parameters based on which you want to release sales order lines. You can only
pick release the sales order lines that meet the following prerequisites:
Delivery lines must be in the release status
Delivery lines must have shippable items
Delivery lines must have shipping workflow activity
In this window you can release sales orders based on existing release rules or define you own
set of criteria to pick release.
For field description refer to Release Rule Order Tab, Release Rule Shipping Tab, and
Release Rule Inventory Tab slide.
Note: You can also run the pick release online in the Shipping Transactions form by selecting
Launch Pick Release from the Actions menu.

Ship Confirm Rules
Ship Confirm Rules

(N) Shipping > Setup > Ship Confirm Rules
You use the Ship Confirm Rules window to define the Ship Confirm Rules based on your
business needs.
Within the Ship Confirm Rules window, there are several options, which are covered next.

Ship Confirm Rule Ship Options
Ship Confirm Rule Ship Options

The Ship Options region of the Ship Confirm Rules window enables you to specify the default
action to take when ship confirming. It also enables you to choose what to do when the Action
is Ship Entered Quantities and the quantities are unspecified. The following describes the
default actions:
Action:
- Ship Entered Quantities: This action enables you to ship the quantities entered at ship
confirm time.
- Ship All: This action enables you to ship all lines, regardless of the actual quantity.
Ship All is required if you choose to use a default ship confirm rule.
- Backorder All: This actions enables you to backorder all lines, regardless of the
quantity.
- Cycle Count All: This action enables you to cycle count all line items, regardless of
the quantity.
Unspecified Quantities (only available when the Action is Ship Entered Quantities):

- 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.

Ship Confirm Rule Trip Options
Ship Confirm Rule Trip Options

The Trip Options region of the Ship Confirm Rules window enables you to either define a
default ship method or use the trip or delivery default ship method. The Trip Options region
also contains options that enable you to define what actions take place after ship confirm as
completed.
Note: Trip Options are only available if the Ship Option Action is set to Ship Entered
Quantities or Ship All.
Ship Method Default Option:
- Ship Method: Selecting Ship Method enables you to select a valid ship method from
the list of values.
- Default from Trip/Delivery: Selecting Default from Trip/Delivery enables you to
allow Oracle Shipping Execution to use the ship method specified in the trip or
delivery.
Set Delivery In-Transit: This creates a trip and related stops for the delivery and sets
status of delivery to In-transit.
Close Trip: This creates a trip and related stops for the delivery and closes the trip.

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.

Ship Confirm Rule Document Set
Ship Confirm Rule Document Set

As part of the Ship Confirm rule, you can select a default document set that will print
whenever your rule is used.

Ship Confirm Rule Shipping Parameters
Ship Confirm Rule Shipping Parameters

(N) Shipping > Shipping > Setup > Shipping Parameters > (T) Shipping
Shipping transaction parameters are the default values assigned to ship confirm parameters
during ship confirm. Define the shipping transaction parameters in the Shipping Transaction
tab of Shipping Parameters window. You can define the following in this window:
Default Ship Confirm Document Set: The ship confirm document set that you want to
print on ship confirm.
Ship Confirm Rule: The default ship confirm rule that your organization will use during
auto ship confirm.
Autopack Options: You can select one of the following values:
- No: Autopack option is disabled for your organization. You have to manually select
the deliveries or delivery lines and pack.
- Yes: Autopack option is enabled for you organization. When autopack is run delivery
line items are automatically packed into containers based on the container-item
relationship.

- 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.

Container Load Details
Container Load Details

(N) Shipping > Setup > Container Load Details
Container-Load relationships are used when you use the Auto-Pack and Auto-Pack Master
functionality. The relationship specifies the items that can be automatically packed into
specified containers, and in what quantity.
Your item and container must be defined. Then, you define the maximum quantity of the item
to be loaded.
You could potentially have multiple load-relationships between items and containers. The
Preferred Flag is used to set a preference of a container-load relationship, Auto-Pack and AutoPack Master will use the preferred relationship when packing that item. For example, if you
have two container-load relationships for Item Aone with container A, which is the
preferred LPN/container, and one with Container Bthe maximum load defined in the
relationship with Container A will be used when you select Auto-Pack or Auto-Pack Master
for packing Item A. You must set the Preferred Flag for one of the container-load relationships
you have for an item in order to use Auto-Pack or Auto-Pack Master for that item. If you do
not set the Preferred Flag for one of the relationships for an item, you will receive an error
message.

Guided Demonstration Defining Container Load Details

(USA)
1.
(N) Shipping > Setup > Container Load Detail
2.

Container Item:
BX54888
Load Item:
AS54888
UOM:
Ea
Maximum Quantity:
5
Preferred Flag:
Check
Note: Check the Preferred Flag, if this is the default container for the item.
Autopack uses the default container.
3.
Continue defining all your Container-Item relationships in the next lines until completed.
4.
(M) File > Save.


Packing Delivery Lines into Containers
Packing Delivery Lines into Containers

Delivery lines can be packed into containers either manually or automatically.
Manually Packing Delivery Lines into Containers
You can manually select delivery lines from the Shipping Transactions form and pack them
into existing containers.
Prerequisites
An LPN must be available for packing.
The delivery lines must not be currently assigned to another LPN.
Auto-Packing Delivery Lines into Containers
You can select a set of delivery lines from the Shipping Transactions form and automatically
pack them into containers. The items from the delivery lines are automatically packed into
containers based on the container-item relationship. Auto-Packing has two options of packing:
Auto-Pack: This will pack the items of the delivery lines into containers.
Auto-Pack Master: The Auto-Pack Master functionality enables you to auto-pack
delivery line items into containers, and then auto-pack these containers into master

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.

Delivery Flow - Generic
Delivery Flow Generic

Delivery Flow Generic applies to outbound deliveries. This workflow is not raised for
consolidated deliveries.

Trip Flow Generic
Trip Flow Generic

Trip Flow Generic applies to trips created manually and automatically.

Ship to Deliver Process Workflow
Ship to Deliver Process Workflow

Ship to Deliver Process models the ship confirm process through the Order Management and
Inventory interfaces. This workflow is extendable, that is, you can modify or extend the
workflow through the use of Oracle Workflow Builder.

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.

Workflow Specific Profile Options
Workflow Specific Profile Options

The profile option WSH: Override Ship to Deliver Workflow enables you to bypass the Ship to
Deliver workflow as well as any extensions to the workflow. This enables you to continue
through ship confirm.
Default value is No.

Workflow Specific Shipping and Global Parameters
Workflow Specific Shipping and Global Parameters

The following parameters are specific to workflow in Oracle Shipping Execution and are on
both the Shipping Parameters and Global Parameters windows:
Shipping Parameters
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.
Global Parameters

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

oracle.apps.wsh.delivery.itm.submittedscreeningatship: Delivery Export Screening at

Confirm Event
oracle.apps.wsh.delivery.pik.pickinitiated: Delivery Pick Initiation Event
oracle.apps.wsh.delivery.gen.create: Delivery Creation Event
oracle.apps.wsh.delivery.gen.open: Delivery Open Event
oracle.apps.wsh.delivery.itm.responsereceivedatShip: Delivery Export Screening
Response
oracle.apps.wsh.delivery.itm.responsereceivedatdelcreate: Delivery Export Screening
Response
Wsh.trip:
oracle.apps.wsh.trip.gen.initialpickupstopclosed: Trip Initial Pickup Stop Closure Event
oracle.apps.wsh.trip.gen.ultimatedropoffstopclosed: Trip Initial Pickup Stop Closure
Event
oracle.apps.wsh.trip.gen.create: Trip Creation Event
oracle.apps.wsh.trip.gen.shipconfirmed: Trip Ship Confirm Event
wsh.stop:
oracle.apps.wsh.stop.gen.arrived: Stop Arrival Event
oracle.apps.wsh.stop.gen.closed: Stop Closure Event
oracle.apps.wsh.stop.gen.create: Stop Creation Event
wsh.line:
oracle.apps.wsh.line.gen.backordered: Line Backorder Event
oracle.apps.wsh.line.gen.releasedtowarehouse: Line Release to Warehouse Event
oracle.apps.wsh.line.gen.staged: Line Pick/Stage Event
Business event subscription specific to Shipping Workflow are:
oracle.apps.wsh.delivery.gen.closed: WSH_WF_STD.Instance_Default_Rule
oracle.apps.wsh.delivery.gen.open: WSH_WF_STD.Instance_Default_Rule
oracle.apps.wsh.delivery.gen.interfaced: WSH_WF_STD.Instance_Default_Rule
oracle.apps.wsh.delivery.gen.setintransit: WSH_WF_STD.Instance_Default_Rule
oracle.apps.wsh.delivery.gen.shipconfirmed: WSH_WF_STD.Instance_Default_Rule
oracle.apps.wsh.delivery.pik.pickinitiated: WSH_WF_STD.Instance_Default_Rule
oracle.apps.wsh.trip.gen.initialpickupstopclosed: WSH_WF_STD.Instance_Default_Rule
oracle.apps.wsh.trip.gen.ultimatedropoffstopclosed:
WSH_WF_STD.Instance_Default_Rule
oracle.apps.wsh.sup.ssro: WSH_WF_STD.Instance_Default_Rule

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.

Oracle Shipping Debugger
Oracle Shipping Debugger

The Oracle Shipping Debugger is a package (WSH_DEBUG_SV) and set of profiles that
enable you to debug the Oracle Shipping Execution application with the help of Oracle
Support.
The Oracle Shipping Debugger enables you to do the following:
Print messages in a concurrent log file or debug log file
Print timing information for API calls
Run PL/SQL profiler
Start Order Management and Inventory debuggers and print Order Management and
Inventory messages to same debug file along with Shipping Execution debug messages
Start and stop the debugger for each session or action in the following ways:
- Within the Shipping Transactions form or Quick Ship window, Tools menu, select
Debug
- Within the Release Sales Orders for Picking window, Tools menu, select Debug
- Log level parameter on Oracle Shipping Execution concurrent programs
The Oracle Shipping Debugger enables you to debug certain areas of Code Flow:

Logging is enabled or disabled in two dimensions:

- Level: A scale specifying the priority of a log message
- Module: Describes which part of the code the log message is in
The level and module of any given log message are defined by the programmer who
makes the logging API call to log the message.
Oracle Shipping Debugger Profile Options
There are 6 profile options specific to the Oracle Shipping Debugger:
WSH: Debug File Prefix: Naming Convention for Debug File is <Debug File Prefix
Profile>_sessionid.dbg. If value of profile is null, naming convention is
wsh_<username>_<sessionid>.dbg. Where: <username> is Application user name. If
application context is not established, it will be defaulted to dbuser: <dbusername>.
<sessionid> is Database session id.
WSH: Debug Enabled: Select from the Debug Enabled LOV either YES or NO to activate the
debug feature. The default is NO.
WSH: Debug Module: The Module describes where to find the log message within the code.
This profile indicates that debug messages from only those modules with names beginning
with the profile value will be logged. The naming convention for Module is: <application short
name>.<directory>.<package>.<routine>. <label> e.g. wsh.plsql.WSH_WV_
UTILS.convert_uom.
WSH: Debug Log Directory: The value entered for this profile option must be specified as a
UTL_FILE parameter value.
WSH: Debug Level: The level is a scale specifying the priority of a log message. The level is
the lowest level for which the user wants to see messages. Select from the Debug Level LOV
one of the following.
Valid Values are (in increasing order of priority):
Performance
Statement
Procedure
Event
Exception
Error
Unexpected Error
WSH: Run PL/SQL Profiler: If this profile option is turned on and you are using PL/SQL,
then it collects the performance statistics for the PL/SQL code.

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.

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.

General Tab In Shipping Parameters Window
General Tab in Shipping Parameters Window

Use the General tab of the Shipping Parameters window to define values for general
parameters such as Unit Of Measurement (UOM), and percentage fill basis. The parameters in
this tab are as follows:
Weight UOM Class: Select the default unit of measure class used by your organization to
measure weight unit of measure.
Volume UOM Class: Select the default unit of measure class used by your organization
to measure volume unit of measure.
Percent Fill Basis: Select the basis on which the minimum fill percentage for a container
in your organization is calculated. This is set as the default value, which can be changed
during execution. The value you specify for this parameter ensures that the containers are
filled at least with the minimum percentage of its total capacity. You can select the
following options:
- Weight/Volume: The percent fill calculation is done based on containers and items
physical attributes defined in Oracle Inventory.
- Quantity: The percent fill calculation is done based on the container-load relationship
setup, which specifies the maximum quantity of the item that can be filled in the

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.

Global Parameters General Tab
Global Parameters General Tab

(N) Shipping > Setup > Global Parameters (T) General
Use the Global Shipping Parameters window to define parameters that impact the Oracle
Shipping Execution and Oracle Transportation Execution across all organizations of a
particular instance.
General Tab
Use the General tab on the Global Shipping Parameters form to define miscellaneous
parameters such as whether or not to enforce ship methods, defer interface, consolidate
backorders, allow future ship dates. You also define the Oracle Workflow settings and the
unit of measure(UOM) defaults for all of your organizations.
- Enforce Ship Method: Select this check box to enforce that a ship method is entered
and recorded for each shipment. This is recommended if your business practices
require a record of the ship method/carrier for each shipment.
- Allow Future Ship Date: If select this check box, you can enter a future date as the
Actual Departure Date while Ship Confirming the delivery. If you do not select this

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.

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R12 Oracle Order Management

Copyright 2007, Oracle. All rights reserved.

Oracle Order Management Fundamentals Table of Contents

Receipt to Issue Lifecycle..............................................................................................................................4-6

Oracle Order Management Fundamentals Table of Contents

Practice - Defining a Territory...................................................................................................................5-20

Oracle Order Management Fundamentals Table of Contents

Oracle Order Management Fundamentals Table of Contents

Practice - Creating a Discount Modifier Using Qualifiers.........................................................................8-71

Oracle Order Management Fundamentals Table of Contents

Reports and Processes ...................................................................................................................................9-26

Oracle Order Management Fundamentals Table of Contents

Ship Confirm Rules .......................................................................................................................................10-79

Copyright Oracle, 2007. All rights reserved.

Oracle Order Management Fundamentals Table of Contents

Thorough knowledge of navigation through the applications

Working experience with Oracle Order Management

There are no prerequisites for this course.

How This Course Is Organized

Copyright Oracle, 2007. All rights reserved.

Oracle Order Management Fundamentals Table of Contents

Oracle Order Management Users Guide

Oracle Order Management Implementation Manual

Oracle Shipping Execution Users Guide

Oracle Inventory Users Guide

Oracle Advanced Pricing Users Guide

Oracle Advanced Pricing Implementation Manual

System release bulletins

Installation and users guides

International Oracle Users Group (IOUG) articles

Copyright Oracle, 2007. All rights reserved.

Oracle Order Management Fundamentals Table of Contents

Do not save changes to the database.

Use the SELECT command to view information stored in the

Copyright Oracle, 2007. All rights reserved.

Oracle Order Management Fundamentals Table of Contents

Typographic Conventions in Code

DROP USER scott

CREATE ROLE role

SQL commands and SELECT userid

Typographic Conventions in Oracle Application Navigation Paths

(M) From the menu, select Query then Find.

(B) Click the Approve button.

Oracle Order Management Fundamentals Table of Contents

Typographical Conventions in Oracle Application Help System Paths

Under the General Ledger entry, expand Journals.

Under Journals, select Enter Journals.

Copyright Oracle, 2007. All rights reserved.

Oracle Order Management Fundamentals Table of Contents

Copyright Oracle, 2007. All rights reserved.

Oracle Order Management Fundamentals Table of Contents

Basic Pricing Setup

Copyright Oracle, 2007. All rights reserved.

Basic Pricing Setup

Copyright Oracle, 2007. All rights reserved.

Basic Pricing Setup

Basic Pricing Setup

Copyright Oracle, 2007. All rights reserved.

Basic Pricing Setup

Copyright Oracle, 2007. All rights reserved.

Basic Pricing Setup

Overview of Pricing in the Order to Cash Process

Overview of Pricing in the Order to Cash Process