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OrderToCashFlowCycleInOrderManagement(DocID985504.1)
InthisDocument

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DocumentDetails

Purpose
Type:
Status:
LastMajor
Update:
Last
Update:
Language:

Scope
Details

Createcustomer

CreateItem

OrganizationOverview

CreatestockforitemusingMiscellaneousReceipt

AssignitemtoPriceList

DefaultingRules

CreateOrder

PickRelease

ShipConfirm

Invoice

RelatedProducts

DocumentReferences

TheOrdertoCashprocessisacriticalprocessthatcancauseconfusionregardingdatadependenciesbetweenproducts,
workflowstatus'andthestepsthatneedtobeperformed.Thisinformationgivesyouoneplacetofindbestpracticesand
troubleshootinginformationtohelpreduceOrdertoCashissues.
ThegoalistoprovideanoverallunderstandingandassistancewithSetup,Process,TroubleshootingandDebuggingtheOrderto
CashBusinessProcess.

InformationCenter:Oracle
OrderManagement
[1395754.2]

TheOrdertoCashflowisthecompleteprocessofenteringanorderintothesystem(SalesOrder),deliverythegood(s)
(Shipping),andthenproducingtheInvoiceforthegood(s).Thisinformationwillprovideguidanceonprocedurestocompletethe
OrdertoCashBusinessFlow.Itisintendedtobegenericanddoesnotrelatetoaspecificorganizationorindustry.Stepbystep
bestpracticeswithtipsandtroubleshootingreferencesareprovidedtoassistyouthrougheachphase.

OracleOrderManagement
InformationCenters

APPLIESTO:

PURPOSE

English

References

OracleOrderManagementVersion11.5.7to12.2.2[Release11.5.7to12.1]
Informationinthisdocumentappliestoanyplatform.

BULLETIN
PUBLISHED
01Nov2013
05Nov2014

NoReferencesavailablefor
thisdocument.
RecentlyViewed

PurchaseOrdersRemainin
anIncompleteStatuson
ApprovalandtheAction
HistoryShows&quotNo
ActionTaken&quot
[458222.1]
HowtoDiagnoseNo
ApproverFound(Document
StatusRemainsIncomplete
withNoActionTaken)and
BuildDefaultApprovalList
FailuresinthePurchasing
ApprovalWorkflow
[295153.1]
AllPurchaseOrdersor
RequisitionsGettingStuckin
PreApprovedorInProcess
StatusTroubleshooting
Checklist[1104843.1]
InformationCenter:
Purchasing[1391694.2]
OM:HowDoIUseWorkflow
Process>LINEFLOW
GENERIC,BILLONLYWITH
INVENTORYINTERFACE
[1069241.1]
ShowMore

TheendresultwillbeaworkingOrdertoCashBusinessProcess.TheabilitytotakeaSalesOrderthroughthefollowingphases:
Entry,Booking,Shipping,andInvoice.Showingtheworkingstepsthrougheachphase.
Theareasoffocusare:
RequiredSetup
CreateCustomer
CreateItem
OrganizationOverview
AvailableInventory
PriceList

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PriceList
DefaultingRules
CreateOrder
Shipments
PickRelease
ShipConfirm
InterfaceTripStop(ITS)
Invoice

Alluserswhowishtosetup,troubleshootordebugabasicOrdertoCashcycleinOrderManagement(OM),thatistosayfrom
ordercreationtoinvoicing.
NOTE:Thisflowisforashippableitem.PleaserefertothefollowingNotesforadditionalflows:
BillOnly:HowDoIUseWorkflowProcess,LINEFLOWGENERIC,BILLONLYWITHINVENTORYINTERFACENote
1069241.1
BacktoBackorder:BacktoBackSalesOrderCycleInOrderManagementNote751325.1
Dropship:DropShipSalesOrderCycleInOrderManagementNote749139.1
ATOorder:ATOConfigurationCycleInOrderManagementNote844847.1
PTOorder:PTOConfigurationCycleInOrderManagementNote750059.1
Internalorders:InternalSalesOrderCycleInOrderManagementNote744481.1

SCOPE
Theexamplesprovidedhereworkasshownonininternal'Vision'instanceandareusedonanexternalinstanceatyourown
risk.Thescreenshotsweretakenfroman11.5.10CU2instancewiththelatestrecommendedpatchesapplied.

DETAILS
UsetheresponsibilityOrderManagementSuperUser,VisionOperations(USA).
CreateyourownuserfromtheSysadminresponsibilityandassignthisresponsibility.Otherwise,findthisresponsibility
alreadyassignedtouserssuchasOPERATIONS/WELCOMEorMFG/WELCOME.

TheOracleOrderManagementApplicationprovidesmanyflexiblefeaturesenablingyoutosetupyoursystemtobegin
processingorderinformation.Youmustdefineyourbusinessorderpolicies,suchashowyouclassifyyourorders,aswellas
variouscontrolfeaturespriortoprocessingorderswithintheapplication.
ThissectionwilljustgooveraveryhighlevelofsetupsrequiredwithintheVisionDatabasetoenterabasicsalesorder.
Foradetailedlistoftherequiredsetups,pleasereferOrderManagementImplementationManualSetupSteps.

Createcustomer
Defineacustomerthatyouwillenterinthesalesorder.YoucoulduseanexistingcustomerdefinedintheVisionDatabase,in
whichcasethisstepwouldbeoptionalforthetestflow.However,itishighlyrecommendedthatyoucreateyourowncustomerif
youneedtomakechangestocustomerspecificsetup.
Ifyouplanonusinganexistingcustomer,somecommoncustomersusedoftenfortestingOMinVisionare:
A.C.Networks,AT&TUniversalCard,BusinessWorld(CustomerNumber1608)
1.NavigatetoCustomers>Standard.
EnteranewcustomernameintheNamefield,andpressFind.
Ifthecustomernamealreadyexists,gobackandenteranamethatdoesnotalreadyexist.Pressthe'Create'
button.

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2.IntheAddressestab,clickonNew
3.EnterthefollowinginformationintheCustomerAddressscreen.
Address:Entertherequiredfields(theywillfistappearinyellow).
<BusinessPurposestab>
Usage=BillTo:CheckthePrimaryflag.Save.
Usage=ShipTo:CheckthePrimaryflag.
SelecttheBilltoLocationcreatedabovefromtheLOV.Save.

4.Noticethe'Open'buttonintheabovescreenshot.Thisiswhereyoucanenteradditionaldetailsspecifictothebusiness
purpose.So,ifthecursorisonthe'ShipTo'rowasseenhere,clickingonOpenwillallowtoenterinformationspecifictotheShip
ToLocation.ThiscanbeexaminedfurtherintheDefaultingRulessection.

CreateItem
Createanitemthatwillbeenteredinthesalesorder.UseexistingitemsdefinedintheVisionDatabase,inwhichcasethisstep
wouldbeoptionalforthistestflow.However,itishighlyrecommendedtocreateownitemifneededtomakechangestoitem
specificsetup.
SomecommonlyuseditemsintheVisionDatabasefortestinginOMare:
AS54888,CM13139,CM18759
1.NavigatetoInventory>Items>MasterItems
2.Whenprompted,select'M1SeattleManufacturing'fromtheOrganizationslist.Ifthislistdidnotcomeup,gotoInventory>
ChangeOrganization,andmakesureyouselectthisorganization.
Noticewhenthescreenopens,theOrganizationfieldshowsV1(VisionOperations).Thisisbecausewehaveopenedthe
MasterItemsform,andV1isthemasterorganizationofM1.SeetheOrganizationOverviewsectionformoredetailson
thisrelationship.
3.EnteranamefortheItemandDescription.
4.GotoTools>CopyFrom.
SelecttheTemplate'PurchasedItem'.
Clickon'Apply'andthenclickon'Done'.

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5.Theseededtemplate'PurchasedItem'willassignthenecessaryitemattributestogothroughthisbasicOMtestflow.For
example,checksomeofthefollowingitemattributesthatyoudidnotneedtosetmanuallybecausetheywereassignedfromthe
template.
<Inventorytab>
InventoryItem,Stockable,Transactable,Reservable
<OrderManagementtab>(clickonthearrowtotherightofallthetabs)
CustomerOrdered,CustomerOrdersEnabled,Shippable,OETransactable
6.SofardefinedtheitemintheItemMasterOrganization,V1.Next,gotoTools>OrganizationAssignment.Alternatively,click
onthe3rdtabontheleftsideofthescreenascircledinredinthebelowscreenshot.
Thisiswhereyouwillfindalistoforganizations(childorganizations)thathaveV1astheirmasterorganization.M1showsatthe
topbecausewehadselecteditinStep2.TheitemattributesdefinedinV1canbeassignedtothechildorganizationsbychecking
theAssignedbox.
ChecktheAssignedboxfortheorganizationM1.Itemsneedstobeenabledintheorganizationsinwhichtheywillbe
transacted.

SQLTip:
1.Findingtheinventory_item_idandorganizationassignmentoftheitem
selectinventory_item_id,segment1,organization_idfrommtl_system_items_b
wheresegment1='YSItem'

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INVENTORY_ITEM_IDSEGMENT1ORGANIZATION_ID

43817YSItem204
43817YSItem207
2.Findingtheorganizationcodeoftheorganization_id'sfromInventoryparameters
selectorganization_id,organization_codefrommtl_parameters
whereorganization_idin(204,207)

ORGANIZATION_IDORG

204V1
207M1
7.TheitemattributescanbechangedateachindividualchildorganizationlevelbyclickingontheOrgAttributesbuttoninthe
screenshotabove,orbygoingtoInventory>Items>OrganizationItems.Note,however,thatthisdependsonwhethertheitem
attributeiscontrolledatthemasterorglevelorthechildorglevel,whichisdefinedinInventory>Setup>Items>Attribute
Controls.Thisisnotwithinthescopeofthistestflow.

OrganizationOverview
Inthissection,wewillgooverthebasicstructureofthedefinitionofaninventoryorganizationbylookingatthedataalready
definedintheVisiondatabase.
Donotchangeanydataweseebelow.
1.NavigatetoInventory>Setup>Organizations>Organizations.
Querybythename'SeattleManufacturing'.Thisistheorganization(organizationcodeM1)wecommonlyuseintheVision
DatabasetocreateInventorytransactions,includingshipmentofsalesorders.
2.Noticetheentry'InventoryOrganization'underOrganizationClassifications.Placethecursoronthatrow,andclickonthe
buttonOthers.

3.Select'AccountingInformation'fromthelist.
PlacecursoranywhereintheAccountingInformationfieldtoseedetails.
Noticethisiswheretheorganizationisassociatedwithits'SetofBooks,LegalEntityandOperatingUnit'.
TheconceptofOperatingUnitwilloftencomeup,soitisgoodtoknowwherethisrelationshipisdefined,ie.which
OperatingUnittheInventoryOrganization(warehouse)belongsto.
ClosetheAccountingInformationwindowandAdditionalOrganizationInformationscreen.

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4.PlacethecursorontheclassificationInventoryOrganizationagain,clickontheOthersbuttonandselect'Inventory
Information'fromthelist.
NoticethisiswheretheInventoryorganizationparametersaredefined.
ThisscreencanalsobeaccesseddirectlyfromInventory>Setup>Organizations>Parameters.
Noticethisiswheretheorganizationcode'M1'isspecified,andtheItemMasterOrganizationisspecifiedas'Vision
Operations'(V1).ThissetstherelationshipforSeattleManufacturing(childorg)andVisionOperations(masterorg).

5a.Asanoptionalstep,youcanquerytheorganization'VisionOperations'andcheckthatitisclassfiedasbothaLegalEntity
andOperatingUnit(seeStep3)aswellasanInventoryOrganization.IfyouchecktheInventoryOrganizationParametersfor
'VisionOperations'youwillnoticethattheorganizationcodeisdefinedas'V1'.Themasterorgisitself.
5b.Asanotheroptionalstep,youcangotoEdit>Preferences>Profiles,andrunaquerywiththeprofilename'MO:%'.You
willseethevaluefortheprofileoption'MO:OperatingUnit'being'VisionOperations'.ThisistheOperatingunitinwhichtheOM
transactionsarecreatedwhenloggedintotheresponsibilityusedinthistestflow(forR11i).
InR12,theMultiOrgAccessControl(MOAC)featureenablesuserstoaccesstooneormoreOperatingUnitswithinoneuser
responsibility.

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CreatestockforitemusingMiscellaneousReceipt
1.MakesureyouareintheorganizationM1.Ifnot,navigatetoInventory>ChangeOrganization,andselecttheorganizationM1
SeattleManufacturing.
2.NavigatetoInventory>Transactions>MiscellaneousTransaction,andenterthefollowinginformation:
Type:Miscellaneousreceipt
ClickontheTransactionLinesbutton
3.IntheMiscellaneousreceipt(M1)form,enterthefollowinginformation:
Item:<youritem>
Subinventory:FGI
Quantity:100
Account:InvoketheLOVandentertheAccountAlias'Miscellaneous'
Savechanges.

4.(Optional)Checkthematerialtransactionthatwasjustcreated.
NavigatetoInventory>Transactions>MaterialTransactions
EnteryouritemintheFindMaterialTransactionsscreenandclickonFind.
VerifythattheMiscellaneousReceipttransactionexists.
5.(Optional)ChecktheOnhandquantityforyouritem.
NavigatetoInventory>Onhand,Availability>OnhandQuantity
EnteryouritemintheQueryMaterialscreenandclickonFind.
VerifythattheOnhandquantityexists.

AssignitemtoPriceList
1.NavigatetoPricing>PriceLists>PriceListSetup.Youcouldcreateanewpricelist,butinthistestflow,wewillassignyour
itemtoanexistingpricelist'Corporate'.
Querythepricelist'Corporate'.
2.MovethecursortotheListLinessection,andaddanewlineusingCtrl+DownArrowonyourkeyboard,orbygoingtoFile>
New.Enterthefollowinginformation:
ProductContext:Item
ProductAttribute:ItemNumber
ProductValue:<youritemname>
Value:100
Therestoftherequiredfieldsshoulddefaultin.

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DefaultingRules
Defaultingrulesdeterminethevaluesthatyouwanttogetdefaultedintoasalesordertoreducetheamountofinformationyou
needtoentermanually.Youcouldcreateandmodifydefaultingrules,inwhichcasetheDefaultingGeneratorconcurrent
programneedstoberun.
Inthistestflow,however,wewillonlylookatanexistingseededdefaultingruleforthefieldOrderType.Basedonthat,wewill
setupadefaultvaluefortheOrderTypeatthecustomer'sInvoiceTolocationlevel.
1.NavigatetoSetup>Rules>Defaulting.
ClickontheFlashlighticon,andselecttheentityOrderHeader.

IntheAttributessection,placethecursoronthelinewithAttribute=OrderType,andclickontheDefaultingRulesbutton.

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2.Examinethesetupfromthefollowingscreenshot.Thisissayingthatwhenenteringasalesorder,theOrderTypewilldefault
tothevaluesetupattheInvoiceTo,ShipTo,andfinallytheCustomer,whereveritisfoundfirstinthatsequence.

3.So,let'ssetupadefaultvalueforOrderTypeatthecustomer'sInvoiceTolevel.
NavigatetoCustomers>Standard.
IntheFind/EnterCustomerscreen,enteryourcustomernameandclickonFind.
InthenextMatchResultsscreen,makesureyouplacethecursorontherowwithavalueintheCustomerNumberfield,
andclickonOK.
IntheAddressestab,placethecursorontherowforyouraddressandclickonOpen.
IntheBusinessPurposetab,placethecursorontherowfortheusage'BillTo'andclickonOpen.Thisisthe'InvoiceTo'
levelwesawinthepreviousstep.
GototheOrderManagementtab,andentertheOrderType'Mixed'.Save.

4.Inthenext'CreateOrder'section,youwillnoticethattheOrderTypewilldefaulttoMixed,duetothissetup.

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4.Inthenext'CreateOrder'section,youwillnoticethattheOrderTypewilldefaulttoMixed,duetothissetup.

CreateOrder
Wearenowreadytocreateasalesorder.
1.NavigatetoOrders,Returns>SalesOrdersandmakesurethefollowinginformationisentered.Noticehowsomeofthese
fields(inadditiontoothers),getdefaultedduetotheDefaultingRulessetup.
*OrderInformationtab(OrderHeader)
<Maintab>
CustomerName:<yourcustomername>
MakesuretheShipTo/BillToLocationsaredefaultedin.
OrderType:Mixed
PriceList:Corporate
Salesperson:NoSalesCredit
<Otherstab>
PaymentTerms:N30
Warehouse:M1
Save.

2.GototheLineItemstab,andenterthefollowinginformation.
*LineItemstab(OrderLines)
<Maintab>
OrderedItem:<youritemname>
Qty:10
UOM:DefaultstoEa
Save.

*InthePricingtab,noticethatthePriceListCorporatehasdefaultedfromtheHeader,andthattheListPrice100istheprice
yousetupinthepricelist.TheUnitSellingPriceisthesameastheListPriceinthisexample,butitwillshowadifferentvalueif
thereisadiscountorsurchargeappliedtothelistprice.Forexample,ifyouapplya10%discountmodifier,theListPricewillbe
100andtheSellingPricewillbe90.

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*IntheShippingtab,noticethattheWarehouseisM1.Thisisthewarehousefromwhichtheitemwillbeshippedouttothe
customer.
BooktheOrder.
Clickonthebutton'BookOrder'intheheaderorlines.

*YoushouldseeanotesayingOrderhasbeenbooked.NoticethestatusoftheorderheaderhaschangedfromEnteredto
'Booked',andthestatusoftheline(checktheStatusfieldintheMaintabofthelines)haschangedfromEnteredto'Awaiting
Shipping'.
SQLTip:
<Findingtheheader_idandstatusoftheorderbasedonordernumber>
selectorder_number,header_id,flow_status_codefromoe_order_headers_all
whereorder_number=64153

ORDER_NUMBERHEADER_IDFLOW_STATUS_CODE

6415398956BOOKED
note,order_numbermaybesameacrossordersbutheader_idisunique
<Findingtheline_idandstatusoftheorderlinebasedonheader_id>
selectheader_id,line_id,line_number,flow_status_codefromoe_order_lines_allwhereheader_id=
98956

HEADER_IDLINE_IDLINE_NUMBERFLOW_STATUS_CODE

989562015941AWAITING_SHIPPING
*Thisisthepointthata'deliverydetail'willbecreatedinShippingthatisassociatedwiththisorderline.Asanoptionalstep,you
cancheckthefollowing.
NavigatetoShipping>Transactions
EnteryourordernumberandclickonFind
IntheLines/LPNstab,youshouldfindthedeliverydetailwith
LineStatus=ReadytoReleaseandNextStep=PickRelease,whichwewilldonext.
SQLTips:
<Findingdeliverydetailinformationbasedontheorder_line_id>
selectsource_header_number,source_header_id,source_line_id,delivery_detail_id,released_status
fromwsh_delivery_details
wheresource_code='OE'andsource_line_id=201594

SOURCE_HEADER_NUMBERSOURCE_HEADER_IDSOURCE_LINE_IDDELIVERY_DETAIL_IDRELEASED_STATUS

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SOURCE_HEADER_NUMBERSOURCE_HEADER_IDSOURCE_LINE_IDDELIVERY_DETAIL_IDRELEASED_STATUS
6415398956201594279193R
R=ReadytoRelease
*Optional:Runthefollowingqueriestounderstandthedistinctionbetweentheshippingwarehouseandoperatingunitcolumns
intheorderheader/linestables.RefertotheOrganizationOverviewsectionforconcepts.207istheIDforSeattleManufacturing.
204istheIDforVisionOperations.
SQLTips:
ORG_ID=OperatingUnitwhichperformedthistransaction
SHIP_FROM_ORG_ID=ShipFromOrganizationIdWarehouse(theInventoryOrganization)
selectorder_number,header_id,ship_from_org_id,org_id
fromoe_order_headers_allwhereheader_id=98956

ORDER_NUMBERHEADER_IDSHIP_FROM_ORG_IDORG_ID

6415398956207204
selectheader_id,line_id,line_number,ship_from_org_id,org_id
fromoe_order_lines_allwhereheader_id=98956

HEADER_IDLINE_IDLINE_NUMBERSHIP_FROM_ORG_IDORG_ID

989562015941207204

PickRelease
1.NavigatetoShipping>ReleaseSalesOrders>ReleaseSalesOrders
IntheOrdertab,enteryourordernumber.
Insomecases,youmayneedtoremovethedefaulted'To'valuefor'ScheduledShipDates'and'RequestedDates'fields,
iftheorderlineyoucreatedhasafuturedateforthesefields.Pickreleasewillonlyconsiderlineswithinthedates
specified.

*GototheInventorytabandenterthewarehouseM1.Setthefollowingvalueifitisnotdefaulted.
AutoAllocate=Yes

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*GototheShippingtab.Setthefollowingvalueifitisnotdefaulted.
AutocreateDelivery=Yes
AutoPickConfirm=Yes

2.ClickontheConcurrentbutton.

ShipConfirm
1.NavigatetoShipping>Transactions.
IntheQueryManagerscreen,enteryourordernumberintheFromOrderNumberfieldandtabout.Then,clickonthe
Findbutton.
2.NoticethefollowingintheLines/LPNstab.
Detail:Thedeliverydetailoftheshipment

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Detail:Thedeliverydetailoftheshipment
Delivery:Thedeliverythatgotautocreatedduringpickrelease
LineStatus:Staged/PickConfirmed
NextStep:ShipConfirm/CloseTripStop

SQLTip:
Note,thesamequeryasbeforeshowsthatthereleased_statusisnowY(Staged).
selectsource_header_number,source_header_id,source_line_id,delivery_detail_id,released_status
fromwsh_delivery_details
wheresource_code='OE'andsource_line_id=201594

SOURCE_HEADER_NUMBERSOURCE_HEADER_IDSOURCE_LINE_IDDELIVERY_DETAIL_IDRELEASED_STATUS
6415398956201594279193Y
<Findingthedeliveryassociatedtothedeliverydetailanditsstatus>
selectwnd.delivery_id,wnd.status_code
fromwsh_new_deliverieswnd,wsh_delivery_assignmentswda,wsh_delivery_detailswdd
wherewdd.delivery_detail_id=wda.delivery_detail_id
andwda.delivery_id=wnd.delivery_id
andwdd.delivery_detail_id=279193

DELIVERY_IDSTATUS

106904OP
3.GototheDeliverytabandclicktheShipConfirmbutton.IntheConfirmDeliverywindow,acceptthedefaultparametersand
clickonOK.

*NotcheckingtheDeferInterfacecheckbox,asshownhere,ensuresthatthenextstep,runningtheInterfaceTripStop(ITS)
concurrentprogram,happensautomatically.DeferringITS(checkingthisbox)meansyouneedtoruntheconcurrentina
separatestep.

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InterfaceTripStop(ITS)canbedonefromShipping>Interfaces>Run(InterfaceTripStopSRS).
*Youwillgetamessagethatthedeliveryhasbeenconfirmed.(Sometimesitcouldshowsomewarningmessagethatcouldbe
ignoredforthepurposesofthistest).

4.GotoView>Requests,andverifythattheInterfaceTripStopcompletedsuccessfully.
SQLTip:
<FindingifITShassuccessfullyinterfacedthedeliverydetailtoOMandINV>
selectdelivery_detail_id,released_status,oe_interfaced_flag,inv_interfaced_flag
fromwsh_delivery_details
wheresource_code='OE'andsource_line_id=201594

DELIVERY_DETAIL_IDROI

279193CYY
*released_status=C(Shipped)becomesShippedaftershipconfirm,evenbeforeITS
*oe_interfaced_flag=YsignifiesITShasinterfacedshippingdatatoOM
*inv_interfaced_flag=YsignifiesITShasinterfacedshippingdatatoINV
5.Asanoptionalstep,youcancheckiftheitemhasactuallybeenshippedoutofinventory.
*MakesureyouareintheorganizationM1.Ifnot,navigatetoInventory>ChangeOrganizationandselectM1.
*NavigatetoInventory>Transactions>MaterialTransactions
*EnterthefollowinginformationintheFindMaterialTransactionsscreenandclickonFind
TransactionDate:Ensurethetransactiondateiswithintherangespecified
SourceType:SalesOrder
Source:
EvoketheLOVandclickonthebuttonCombinations
EnteryourSalesOrderNumberandOrderTypeMixed,thenclickOK
Example:58095.Mixed.ORDERENTRY
*GototheTransactionTypetab,andnoticethelinewithTransactionType=SalesOrderIssue.ThisistheInventory
TransactionthathappenedwhentheitemwasshippedoutofthewarehouseM1,hencethenegativequantity10.
*TheothertwolineswithTransactionType=SalesOrderPick,areforthemoveordertransactionthathappenedautomatically
duringPickRelease(automaticasperthepickreleaseparameterswehadsetinthistestflow),whentheitemwasmovedfrom
thepickfromsubinventorytothestagingsubinventory.Hencethereisonelineeachforanegativeandpositivetransaction
from/toeachsubinventory.Thefinalshipmenttothecustomer(salesorderissue)ismadefromthestagingsubinventory.

Invoice
1.Firstlet'scheckthestatusoftheorderline.
*Navigatetothesalesorderform,andqueryyoursalesorder.GototheLineItemstabandcheckthatthestatusofthelineis
'Shipped'.
*Whilestillontheline,gotoTools>WorkflowStatus.

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*VerifythattheorderlineworkflowisnowattheFulfillDeferredactivitywithastatusofDeferred.Thismeansthatthenext
stepsistoruntheWorkflowBackgroundProcess.

2.NavigatetoReports,Requests>RunRequests.
*RuntheWorkflowBackgroundProcesswiththefollowingparameters.
ItemType:OMOrderLine
ProcessDeferred:Yes
ProcessTimeout:No

3.GotoView>Requests,andverifythattheWorkflowBackgroundProcess(WFBP)hascompletedsuccessfully.Inaddition,
noticethattheARconcurrentrequestsAutoinvoiceandAutoinvoiceImportProgramgetkickedoffautomaticallytoimportthe
invoicesintoAR.OMinsertsinvoicedataintotheARinterfacetablesthrough'InvoiceInterface',whichrunsinthebackground
(noticetheworkflowactivity'InvoiceInterface'inthescreenshotfromStep4below).ARpicksupthedatafromtheinterface
tablesthroughthe'Autoinvoice'concurrentprogram.
*IncaseyoufindthattheinvoicedidnotgetimportedintoAR(asshowninStep5below),runAutoinvoicemanuallyby
navigatingtoReceivables>Interfaces>Autoinvoice,andselectingtheAutoinvoiceMasterProgram.
Enterthefollowingparametersandsubmittheconcurrentrequest:
InvoiceSource:ORDERENTRY
DefaultDate:<today'sdate>
(Low)SalesOrderNumber/(High)SalesOrderNumber:<yourorder#>

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Aftersubmissionoftheconcurrentrequest,gotoView>Requests.
YoushouldseetheAutoinvoiceMasterProgramfollowedbytheAutoinvoiceImportProgram.
Aftercompletion,clickontheViewOutputbuttonfortheAutoinvoiceImportProgramtocheckfortheerrormessages.
Autoinvoiceneedstoberesubmittedaftertheerrorsarefixed.
4.Querytheorderinthesalesorderform,andgotothelines.NoticethestatusisnowClosed.NotethattheClosedstatusinthe
orderlinessignifiesthatOMhassuccessfullypassedtheinvoicedataintotheARinterfacetables,anddoesnotnecessarilysignify
thattheinvoicehasbeensuccessfullyimportedintoAR(incasetherewassomeerrorduringthatprocess).
*Theworkflowstatusfortheorderline(gotoTools>WorkflowStatus)shouldnowshowthefollowingprogression.

SQLTip:
Findingthestatusandinvoice_interface_status_codeoftheorderline
selectline_id,open_flag,flow_status_code,invoice_interface_status_code
fromoe_order_lines_all
whereline_id=201594

LINE_IDOFLOW_STATUS_CODEINVOICE_INTERFACE_STATUS_CODE

201594NCLOSEDYES
5.Whileonthesalesorderline,clickontheActionsbuttonandselect'AdditionalLineInformation'.
*GototheInvoices/CreditMemostab.Iftheinvoicedataisshownhere,thismeansthattheinvoicewascreatedinAR.Clickon
theInvoiceDetailsbuttontoviewtheinvoice.
HeretheO2Ccycleend.

StillHaveQuestions?
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intheMyOracleSupportOrderManagementEBSCommunity.
Letusknowyourfeedback!
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Attachments
BasicInvoice2 (43.6KB)
BasicInvoice3 (45.91KB)

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Document985504.1
BasicInvoice3 (45.91KB)
BasicInvocie4 (78.77KB)
BasicItem1 (62.57KB)
BasicItem2 (88.99KB)
BasicBook (5.65KB)
BasicCustomer1 (28.46KB)
BasicCustomer2 (31KB)
BasicDefaulting1 (43.32KB)
BasicDefaulting2 (42.23KB)
BaiscDefaulting3 (48.84KB)
BasicDefaulting4 (34.92KB)
BasicInvoice1 (54.3KB)
BasicLine1 (42.44KB)
BasicLine2 (35.23KB)
BasicMiscReceipt (55.61KB)
BasicOrder1 (68.68KB)
BasicOrg0 (45.41KB)
BasicOrganization1 (49.11KB)
BasicOrg2 (62.91KB)
BasicPickRelease1 (60.34KB)
BasicPickRelease2 (53.89KB)
BasicPickRelease3 (57.39KB)
BaiscPickRelease4 (9.25KB)
BaiscPrice1 (82.46KB)

Related
Products
OracleEBusinessSuite>OrderManagement>OrderManagement>OracleOrderManagement>TransactionFulfillment>GenericFulfillmentissues

Keywords
CONFIRM INTERFACE INTERFACETRIPSTOPSRS INVOICEINTERFACE OE_ORDER_HEADERS_ALL OE_ORDER_LINES_ALL SHIPCONFIRM WSH_DELIVERY_DETAILS

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