Order Management FAQ

Difference between back to back and drop shipment flow in

Order management
Conceptual Difference:

Back to back flow - A business scenario where the material is specially purchased for a particular
sales order and the material needs to be received into one of the warehouses of the selling group of
companies, is referred as "Back to back" cycle. Back to back Purchase order is hard linked to the
sales order until it is received. Please note highlighted words here. Since, the material is received
into the warehouse, the sales order needs to follow additional picking/packing/shipping process only
after which the goods are sent to the customer.

Drop Shipment flow - A business scenario where the material is specially purchased for a particular
sales order and the material is directly sent from the supplier to the customer, is referred as "Drop
Shipment" cycle. Drop shipment purchase order is also hard linked to the sales order until is
received. However, in this case the material is never received in the internal warehouse. Also, no
additional picking/packing/shipping is involved by the selling company. Hence, when such purchase
order is received it is directly shipped without any physical shipping process.

Technical different in Oracle

Phase Back to back Drop shipment

Sales order Sales order line ORDER
line source SOURCE(Pls mark here should be here should be "Source Type") should
"Source Type") should be internal
Import Back to back requisition data is
purchase immediately pumped into
requisitions requisition interface table after
PROGRESS ORDER action in
sales order
Reservations Back to back purchase requisition
is reserved to the sales order in
MTL_RESERVATIONS table.
Same process is following by
Sales order line ORDER SOURCE(Pls mark
be External
Drop Ship requisition data is NOT immediately
pumped into requisition interface table after
PROGRESS ORDER action in sales order.
Workflow background process needs to be run
to insert data into requisition interface tables
Drop ship requisition is reserved to the sales
order in special table called
OE_DROP_SHIP_SOURCES. This is a unique
process followed only for drop shipment
 oracle for all sales order
reservations.
Purchase It does not have Drop Ship tab in It has Drop Ship tab in the PO Shipments
orders the PO Shipments form form
Purchase Deliver To location in purchase Deliver to location in purchase order shipment
order delivery order shipment is set to the internal is set to Customer Ship To address
location warehouse address
Sales orderline Line status changes on Progress Line status does NOT change on Progress
status Order, Requisition Creation, Order and Purchase Order Approval.
Purchase Order Approval &
Purchase order receipts E.g. Awaiting Receipts only status until PO is
received
e.g. Requisition Requested,
Requisition Open, PO Open
Viewing PO Available in sales order line- Available in Sales order line->Actions-
reservations Actions>Reservation details screen >Additional Line information
PO receipt Physical receipt of the material Only logical receipt of the material
happens
Flow Material is received inside the Material is never received in the warehouse, it
ofpurchased warehouse and then shipped is shipped directly from supplier to the customer
material
After receipt Stock of the goods received Stock is received and immediately shipped out
increases, stock gets reserved to by the system. Sales order status changes
the sales order automatically directly to Shipped

Sales order status changes to

Awaiting Shipping
Sales order Delivery lines are created in No delivery lines are created, since shipping
delivery shipping when PO is received process in the system is skipped
lines/delivery
 FAQ On Sales Order

28-SEP-2012

1) What happens when you enter an Order?

After you enter an order, the items on the order are validated in Oracle Inventory; a
price is calculated for the items using the pricing engine; the availability of the items are
checked and may be reserved; the items are then pick released and shipped to the
customer.

2) What is a Sales Agreement?

A Sales Agreement is a suppliers representation of an agreement with a customer for
the supplier to sell and the customer to buy goods or services.

3) What are the types of Sales Order?

Standard
Mixed
Return

4) Why Item is not populating in item field list of values of Sales Order Line ?

Once we created item in inventory, we have to run Refresh Order Management

Materialized View concurrent program.
Item might not assigned to inventory organization.
Go to Inventory-----> items---> master items, Query that specific item you are concerned
about and go to order management tab and check the Box "CUSTOMER ODERS
ENABLED" and "CUSTOMER ORDERED".

5) Why Customer Ship To Location and Bill To Location is not populating

automatically when querying Customer in Customer Field of Sales Order Header
Form?
Customer Sites Details is not associated to that particular Operating unit.

6) What is the use of Customer Order Enabled and Customer Order attributes?
When this attributes are set to Yes then the item will be eligible to order from external
customer.

Customer Order
When this set to Yes then the item will populate in Price List Form to specify the selling
price of an item.

Customer Order Enabled

When this attribute is set to Yes then the item will be populate in sales order Line for
ordering.
 7) What are various ways a sales order can be entered?

Sales order can be entered in following ways

Manual entry (based on a phone call, fax)
Order Import (through API / Concurrent program)
Copy from an existing sales order
Convert from an Quote
From other CRM modules (Service, Sales)
From an Blanket Sales Agreement
8) List the O2C process Cycle with their Status?
Process Header Lines
Sales Order Entered Entered Entered
Awaiting Shipping(When
Booking the Sales Order Booked Sufficient Quantity is
available)
Supply Eligible(When
Sufficient Quantity is not
available).
Pickrelease the Order Booked Picked
Ship Confirm the Order Booked Shipped
Run Interface Trip stops Booked Closed

9) Consider a scenario, a sales order is created for Item TestItem,but the

TestItem doesnt have any quantity.When user tries to book the Sales Order the
header status change from Entered to Booked status and Sales Order Line
Status showing Awaiting Shipping instead of Supply Eligible.

To resolve the problem, navigate to inventory responsibility->Items->Master Item-

>Query for Item TestItem and go to inventory Tab->Check the checkbox Assemble to
order.
Create Sales Order and book it. Now it will change status from Entered to Supply
Eligible.

10) Difference between Supply Eligible Status and Supply Partial Status?

Supply Eligible

When there is no sufficient quantity available.

Example When user tries to book a sales order for Item TestItem for 10 quantity,but
the item contains zero quantity.Then the Sales Order Line Status change to Supply
Eligible.

Supply Partial

When there is partial sufficient quantity available.

 Example : When user tries to book a sales order for Item TestItem for 10 quantity,but
the item contains only 4 quantity.Then the Sales Order Line Status change to Supply
Partial.

29-SEP-2012

1) How to find out whether sales order is imported from internal or external
source?
Order Source field in others tabbed region of sales order header screen will tell whether
its imported from internal source or created manually. If Order Source is set to Internal
then the sales order is imported from internal source.

2) How to restrict user to do modification to sales order in booked status?

This can be achieved through Processing Constraint.
Process Constraints prevent users from adding updating, deleting, splitting lines and
canceling order or return information beyond certain points in the order cycle.

3) What is reservation in Sales Order?

Allocation of quantities to satisfies the demand.

4) What are the various ways to reservation can be done?

Setting Profile option OM:Autoschedule to yes in System Administrator Responsibility.
Right Click on Sales Order Line ->Scheduling->Reserve.
Reserve Order concurrent Program
5) What is scheduling in Sales Order?
Scheduling is a means of communicating the balance between customer demand and a
companys ability to fulfill an order from current inventory and supply sources.

6) What are the various ways to schedule the sales order?

Setting Profile option - OM:AutoSchedule to yes in system Administrator Responsibility.
From Tools Menu->Check Autoschedule Checkbox in Sales Order Screen.
Right Click on Sales Order Line ->Scheduling->Schedule.
Schedule Order Concurrent Program.
7) Difference between Ship Set and Arrival Set?
Ship Set are group of order lines that the user would like to ship together from same
warehouse to same location. If Order Lines are group under shipset then until all lines in
the shipset satisfy the demand it wont allow to ship the goods to customer.
Arrival Set are group of order lines that the customer would like to arrive together.

8) Consider a scenario customer is ordering for Item TestItem for four quantity.
But he wants the seller to ship first two quantity this month and remaining two
quantity next month and he will pay the amount once he receive the full quantity
of TestItem?
This can be mapped through a concept of Fulfillment set.
 Create a Sales Order with two order line with quantity 2 each and group those lines into
fulfillment set. For First Line complete pickrelease and shipping process, once done
sales order line wont get closed and wont interface for invoicing, it will be in a status of
Awaiting Fulfillment. Once pickrelease and shipping process done for second line,
these two lines will get closed and interface for invoicing.

9) What are the various reason for unit selling price is not populating in Unit
Selling Price field of Sales Order Line screen?
Check the selling price for an item is defined under the field Pricing Transaction Entity is
set to ORDFUL (Order Fulfillment) and System Source Code is set to QP (Oracle
Pricing) in others tabbed region. If not set then change the Profile option (QP: Pricing
Transaction Entity to Order Fulfillment and QP: Source System Code set to Oracle
Pricing).
Selling Price in price list not defined as global(It May Restrict to Particular Operating
Units).
Selling Price for an item is not defined for that particular price list mention in price list
field of sales order header screen.
10) Its possible to update the Unit Selling Price of an item in Sales Order Lines
Screen?
Yes. Its can be achieved by the following setups
Select the Sales Order Line to Change Price-> Click on Actions Button-> View
Adjustments Select Modifier to increase or decrease the price and apply to complete the
process.

30-SEP-2012

1) If Selling Price is not defined in Price List then Item Cost will defaulted to Unit
Selling Price?
No, If Selling Price is not defined in price list, then it will take value from List Price
defined in Purchasing tabbed region of Item Attributes.
If List Price is also not given, then it defaulted as zero.

2) Is there a way an Item can have text in the Unit Price field (i.e. 'No Price' or
'TBD')?
You cannot enter text in the price field in Sales Order pad in Order Management or in
Advanced Pricing. The price of the item (unit price) is mandatory on the Price List
unless there is a formula (static or dynamic) attached. In which case, it is possible for
the unit price field to have a null value. But only numbers are allowed in the unit price
field, not a text string.

3) Its Possible to have a single price list for multiple currencies? If Yes tell me
the Setup.
Yes. This can be achieved by setting Mutli-Currency Conversion for Base Currency in
Price List Setup.

For Example: If user generally creates a sales order for Base Currency USD, but now
he wants to create the order for Currency CAD. This can be done by following Setup.

1. Oracle Advanced Pricing must be installed.

2. Navigate to System Administer responsibility >Profile > System>
QP: Multi Currency Installed > Select 'Yes'.
3. From Pricing Manager > Reports > Run the program 'Update Price Lists
with Multi-Currency Conversion Criteria only once.
The concurrent program creates new currency conversion criteria for each
combination of the currency and rounding factor identified in the
price lists that are processed. The conversion will creates a record
with the same Base Currency and Currency-To as the rounding factor from the price
list.

4. Now attach the currency conversion criteria just created to the current price lists
XYZ;
else the pricing engine will not be able to use the current Price Lists as Multi-
Currency.
Navigation: Oracle Pricing Manager Responsibility > Price Lists > Price List Setup
Query the price list. On the header of the price list is field "Multi-Currency
Conversion"
where you can select a multi-currency list which has the same base currency as the
selected price list. A Multi-Currency Conversion List stores a list of currencies and
conversion criteria which enables transactions to be converted from a base currency
to other currencies.
Once the above setup is done user can create a sales order for currency CAD other
than Base Currency USD.

4) What is the use of Payment Terms?

Payment Terms will tell when customer has to pay to supplier for the goods he
purchased.
For example if Payment Terms is defined as 2% 10,Net 30 indicates that a customer is
allowed a 2% discount if payment is received within 10 days, and entire balance is due
within 30 days.

5) What is the functionality of Prepayment in Payment terms?

Its indicate that a particular business transaction requires the capture of funds before
the delivery of a product or service.
6) What are Defaulting Rules?
Defaulting Rules enable you to speed up data entry by passing values in the window
based on some key values you have entered.
Examples: In Order Header, Ship-To Address and Bill-To Address values default in the
window once you enter the customer name or number.

7) At what stage an Order cannot be cancelled?

If the order is Pick Confirmed, it cannot be cancelled.
8) What is Drop Shipment?
Drop Shipment is a process where the customer places a purchase order on a company
and this company instructs its supplier to directly ship the items to the customer.
9) How Drop Ship Order is created?
Drop Shipments are created as sales orders in order management provided Source
Type as External in shipping tabbed region of Sales Order Line Screen.

10) What is Back to Back Order?

Back to Back Order is a process where the customer places a purchase order on a
company and this company wont stock or manufacture the item ordered, So company
in turn raise a purchase order to his supplier, supplier will ship the goods ordered to
company. Company will receive the goods ordered and ship the goods to his customer.

01-OCT-2012

1) Which item attributes will facilitate back to back ordering?

If Build in WIP and Assemble to Order attributes are enabled, the sales order will
become eligible for create supplies, facilitating a back-to-back order.

2) A sales order is created for two items(Item1 and Item2).Its possible to specify
the warehouse V1(Vision Operations) for Item1 and M1(Seattle Manufacturing) for
Item2 in sales order?
Its not possible to mention different warehouse for different lines in sales order. We can
only specify the same warehouse for all items mention in sales order.

3) Its mandatory to specify the items information for booking the sales order?
No, Only Order Type, Customer Name, Bill To Location, Ship To Location details are
mandatory for booking the sales order.

4) What is the use of Delivery Lead time?

Delivery Lead Time will tell how many days it will take for the supplier to transfer goods
from his location to customer location based on Freight Carrier. This can be mention in
Shipment Transit Times in oracle inventory.

5) How Schedule Ship Date and Schedule Arrival Date is calculated?

Its calculated based on Order Date Type.
If Order Date Type is set to Ship then Schedule Arrival Date is calculated by adding
Delivery Lead Time to Schedule Ship Date.
If Order Date Type is set to Arrival then Schedule Ship Date is calculated by
subtracting Delivery Lead Time from Schedule Arrival Date.

6) What is Freight on Board?

The point or location where the ownership title of goods is transferred from the seller to
the buyer.
7) Difference between Freight on Board Shipping and Freight on Board
Destination?
FOB Destination means that the seller owns the goods until the buyer receives them.
Therefore, the seller pays the shipping costs.
FOB Shipping means that the buyer owns the goods once they are shipped. Therefore,
the buyer pays the shipping costs.

8) How to find out a Purchase order is created associating the drop shipment
sales order?
This can be found by following setup
Click on Sales Order Line->Click on Actions Button->Select Additional Line Information-
>click on Drop Ship tabbed region to view the Purchase order details.

9) What is hold?
A feature that prevents an order or order line from progressing through the order cycle.
You can place a hold on any order or order line.

10) Its is possible to apply hold on a booked sales order?

No, we cant apply hold for booked sales order

02-OCT-2012

1) While booking the sales order, if schedule ship date is not given what value it
will get defaulted?
It will take the date mention in Request date as Schedule Ship Date based on
Defaulting Rules condition.

2) In Sales Order Form how will find out how many quantities of item is shipped
to customer?
In Sales Order Line Form there is a field called Qty Shipped will tell how many
quantities have been ship to customer.
Like wise if we cancel any sales order line in Qty Cancelled field will tell how many
quantities have been cancelled for that particular sales order line.

3) Consider a scenario user created two sales order (Sales Order 1 contain Item
TestItem and Sales Order 2 contain Item TestItem2) both having Request Date
as 01-OCT-2012.Now user want to change the Request Date to 03-OCT-2012 in
both sales order?
This can be achieved through Mass Change functionality.
In Order Organizer Form select the sales orders (Sales Order1 and Sales Order 2) to
make change and go to Tools and select Mass Change option. It will open the Mass
Change Form there mention the new Request Date and Click ok. System will prompt
"Do you want to cascade changes to Line", if you want to do that Press "yes" and all
done.
4) What is the use of Payment Type?
Payment Type will tell mode of payment(Cash, Credit Card, Check) for the item
procured from the supplier.

5) Can we cancel Drop Shipment after it is received?

Drop Shipments cannot be cancelled once Oracle Purchasing obtains the receipt. A
user who wants to cancel a Drop Ship Sales Order line must ensure no receipts have
been created against the line and that the requisition and/or Purchase Order associated
with the line is cancelled. Cancellation of a Partial Drop Ship receipt is allowable. But
only the portion that has not been received can be cancelled. If you cancel a Drop
Shipment line for which you have not shipped the entire quantity, the order processing
splits the line. The first line contains the quantity shipped and the second line contains
the non-shipped quantity in backorder. You can cancel the second line the backorder on
the Sales Order. The PO line quantity should be changed to reflect the new quantity.

6) Can Configurable Items be Drop Shipped?

No, Only Standard Items can be Drop Shipped.

7) Can we receive a PO Shipment for which the related Sales Order Line is
Cancelled / Closed?
PO Shipments for which the related Sales Order line has been cancelled or closed
cannot be received. The PO shipment should be cancelled. A new Sales Order Line
should be created, if needed.

8) Difference between Request Date and Promise Date?

Request Date is the date on which user receive the purchase order from the customer.
Normally Request Date field is populated with the current system date and time based
on defaulting rules condition.
Promise Date is the date on which user confirms to his customer for shipping the items.

9) Its possible to have ship set and Arrival set for an sales order Line?
No, we can use either ship set or Arrival set for an sales order line.

10) Consider a scenario user created a sales order for item A with qty 4.While
Shipping two items are shipped and remaining two items are backordered due to
lack of quantity. What is the impact on sales order?

In sales order line screen the order line with quantity 4 for item A will split in to two
lines, one line with quantity of two with status Closed and another line with quantity of
two with status Awaiting Shipping.

03-OCT-2012
 1) Difference between Ship Method and Freight Carrier?
Ship Method will tell the mode of transport.
Freight Carrier is a commercial company used for internal transfers between
organizations, as well as shipments to and from customers and suppliers.

2) How to find out how many quantities have been reserved for the particular
sales order?

In Sales Order Line Screen under shipping tabbed region there is a field called Qty
Reserved will tell how many quantities have been reserved for that particular sales
order.
Go to Tools->Scheduling->Reservation Details.
3) What are the various reason reservation is not done?

Lack of Quantity
In Item Attributes Reservable Field id not checked.
4) Tell me steps to unreserve the quantities reserved for particular sales order?

Select the sales order line to unreserved->Tools->Scheduling ->UnReserve.

Right Click on the sales order line to unreserved->Scheduling ->UnReserve.
5) Consider a scenario your Customer United_org initially ordered 10 qty of item
TestItem to be delivered on Dec 1,2012.He now would like his order to be
shipped in two batches and to be delivered on two different days. The
Specification are
a. 3 Qty of item TestItem to be shipped on 1-DEC-2012
b. 7 Qty of item TestItem to be shipped on 10-DEC-2012.
This can done manually by following setup
->Select the sales order line to split->Click on Actions Button->Select Split Line->It will
open a window there specify two lines one with 3 qty and another with 7 qty ,so that the
total will be equal to 10 as original quantity and click ok.

6) Consider a scenario user ships the material ordered to his customer, customer
noticed some items are damaged or not matching to his prototype so he returns
the item back to user. User will receive the item returned from customer and in
turn send another item to replace the damage items to customer or give some
credit?
This can be mapped through a concept of Return Material Authorization.

7) Which item attributes will facilitate Return Material Authorization?

If Returnable attribute are enabled then sales order is eligible for creating return order.

8) What are the different RMA Order Types?

RMA with Credit is used when the customer returns the physical product and also
receives credit as a result of the return.
 RMA no Credit is used when the customer will return the product but will not be
receiving a credit as a result of the return.
RMA Credit Only is used when the customer will receive a credit, but the physical
return of the product is not required.

9) Various ways of Entering RMA orders?

RMA orders can be entered in 3 ways

Manually
Copy from original sales order
Order Import API/Interface

10) What are the necessary setup to perform Internal Sales Order?

Internal Order and Internal Ordered Enabled set to Yes.

Shipping Network(Intransit or Direct) must be defined.
Internal Customer must be defined.
FAQ On Pricing and Availability

05-OCT-2012

1) What is the functionality of Pricing and Availability function?

The Pricing and Availability function within Order Management also enables you
to
Perform price and availability checking without creating an order.
Perform price and availability checking without placing demand or reservations.
Easily create an order or quote if the query results in a customer's decision to buy the
item.
Perform price and availability checking by item cross-reference, customer item, or item
description.
View both the Selling Price and List Price of a product.
View price breaks, other automatic discounts, and Surcharges as well as otherbenefits
not affecting the selling price currently available for a particular product or customer.
Perform price and availability checking without consuming modifier limits.
Perform price check what if analysis based upon an Agreement, Price List, Pricing
Attribute, Order Quantity, Customer, Currency, Ship To, Bill To, Order Type, Pricing
Date, or Request Date.
Perform price checks by specific currency and indicate in which currency you wish to
view the calculated Selling Price.
View a limited set of item attribute details.
View related items such as upsell items or cross-sell items, substitutes items, etc.

2) What are the operations we can perform in Pricing and Availability Form?
From Pricing and Availability Form we can create
Sales Order
 Quote
3) Its possible to create a Sales Order from Pricing and Availability function in
Quick Sales Order?
Yes, we can create Sales Order from Pricing and Availability Function in Quick Sales
Order Screen.

4) Its possible to create a Quote from Pricing and Availability function in Quick
Sales Order?
No, We cant create a quote from Pricing and Availability function in Quick Sales order.

5) Its possible to perform changes in the order from Pricing and Availability
function in Quick Sales Order?
Yes, Using Replace Function in Pricing and Availability region in Quick Sales Order
screen.
In Normal Pricing and Availability function we have to navigate to(Order Returns->Order
Organizer->Query sales order created using Pricing and Availability)perform the
changes needed.

6) What is the use of profile option OM: Display Current Selections in Pricing and
Availability?
When this option is set to Yes a scratch pad area called Current Selections appears,
where we can add list of item to be ordered.
If set to No if you want a simple form and want to operate on one item at a time.

7) What is the use of profile option OM: Sales Order Form Preference?
The profile controls the window that displays after the create order or create quote
button is selected. The options are the Sales Orders window or the Quick Sales Orders
window.

8) Its Possible to perform price and availability checking for models, kits, service
items, or Oracle Processing Manufacturing items?
No, we cant perform price and availability checking for models, kits, service items, or
Oracle Processing Manufacturing items.

9) What is the use of profile option OM: Sales Order navigation from
Pricing/Availability form?
This determines if the Sales Order or Quick Sales Order form opens with the new order
or quote displayed.

10) What is the use of profile option OM: Discounting Privilege?

This profile controls the availability of manual discount.

06-OCT-2012
 1) Pricing & Availability not showing item Availability even though the quantity
available in that particular warehouse?
It will not show the availability in those organizations unless there are valid sourcing
rules to source the item from those organizations are defined.

2) Its possible to restrict user to create quote and order from Pricing and
Availability Screen?
This can achieved through following setup.

Log on with System Administrator responsibility and navigate to Security ->

Responsibility
Query the responsibility for which you want to hide these buttons on Pricing and
Availability Form and note down the menu associated with it.
Now, navigate to Applications -> Menu and query the menu associated with the
responsibility.
Query following functions (Create Quotes in Order Management, Create Orders from
Pricing and Availability form) and un-check the Grant flag on the far right.
3) Not Able To See Availability For Related Items In Pricing/Availability Form?
To resolve the problem follow the below steps

Change responsibility to "Order Management Super User".

Navigate to 'Items -> Master Items'.
Query the related Item for which the Pricing & Availability quantity is incorrectly
exhibiting "0" quantity.
Select tab page "Order Management".
Ensure attribute "Default Shipping Organization" is set appropriately at Master and Org
levels and save.
4) ATP Not Applicable Error In Pricing And Availability Form For Related Items?
To resolve the problem follow the below steps

Check the Sourcing Assignment Set used for ATP.

-- Per profile MRP: ATP Assignment Set and MSC: ATP Assignment Set - these should
both show the same sourcing assignment set for ATP.
Then check the item in the Organization Item form for each org and set Check ATP -
Material Only.
5) Its possible to hide the Availability and Unit Selling Price value for Related
Items in Pricing and Availability Screen?
Yes, If Show Availability Qty and Show Unit Selling Price checkbox is unchecked, then
we can hide the Availability and Unit Selling Price.

6) Pricing and Availability Form Does Not Show Modifiers?

This due to following reason

Check the modifier for an item is defined under the field Pricing Transaction Entity is set
to ORDFUL (Order Fulfillment) and System Source Code is set to QP (Oracle Pricing) in
others tabbed region.
 The following concurrent program might not be scheduled
Build Attribute Mapping Rules
QP: Maintains the denormalized data in QP Qualifiers with parameters as Modifier
Number.
Modifier not defined as global(It May Restrict to Particular Operating Units).
7) when user click on Create Order Button to create a order based on details in
pricing and Availability screen, it will populate Decision box that order xxx has
been created and "Do you want to see Order Details?" and when he click on Yes
to open the sales order form, it populating the following error Function not
available to this responsibility?
This can be resolved by following steps

Go into the responsibility: System Administrator

Navigate to Security, Responsibility, Define Query the responsibility Order Management
Super User and find the menu used.
Navigate application->menu-> and query with the menu find out above.
Query if the function " Pricing and Availability" and Create Orders from Pricing and
Availability form and Quick Order Entry: External Users. Make sure the Grant check
box is checked.
8) when user click on Save to Quote Button to create a quote based on details in
pricing and Availability screen, it will populate Decision box that quote xxx has
been created and "Do you want to see Quote Details?" and when he click on Yes
to open the quote form, it populating the following error Function not available to
this responsibility?
This can be resolved by following steps

Go into the responsibility: System Administrator

Navigate to Security, Responsibility, Define Query the responsibility Order Management
Super User and find the menu used.
Navigate application->menu-> and query with the menu find out above.
Query if the function "ONT_QUOTED_ORDERS". Make sure the Grant check box is
checked.
9) Add Customer Option Under Tools Menu Of Pricing & Availability Is Inactive?
This can be resolved by following steps

Navigate to Application developer responsibility > Profile.Query foR user profile name
OM:Add Customer, Check the update check box at user access canvas and save.
Navigate to Order management responsibility > Edit > Preferences > Profiles Query the
profile OM:Add Customer and set ALL at user value and save.
10) Availability Shows Request Date Quantity Of 100000000000 in Releated Items
tabbed region of Pricing and Availability Screen?
This due to Request date is greater than today's system date.
To resolve the problem follow the below steps

Review setup and use of ATP Rules in Inventory Users Guide along with the profile
value INV: Capable to promise
 Remove or increase the User Defined Time Fence = 1 day in the ATP Rules for the Item
Inventory > Setup > Rules > Available to Promise > Query for the ATP Rule used for the
item in the Item Master (OM tab)
Or
Select one of the other 3 options for "Infinite Supply" depending on the item's lead time:
Cumulative Total Lead Time
Cumulative MFG Lead Time
Total Lead Time.

FAQ On Import Orders

08-OCT-2012

1) Can I add a line to an order using Order Import?

You can only add lines to an existing sales order if the sales order was created through
the order import process.

2) How do I resubmit Order Import upon making corrections?

On the Corrections Form, click on the Status tab and delete the Request Id and
uncheck the Error Flag at the header and line level. Then, click on the Validate button
and then the Import button.

3) Can I update an imported Internal Order?

The functionality of the Update of the Internal Order through the Order Import is not
supported. The code has a valid purpose for 'INSERT' operation, other operations are
not supported and can return the right or wrong result depending on the data passed for
that operation which is not supported.

4) Can more than one Order Import processes be run concurrently?

Order Import will processes multiple batches concurrently when the data source is
different in each batch.

5) Creating new Customer Account, Bill To And Ship To Addresses Fails in Order
Import.
ERROR
Source/Order/Seq/Line Message
1001/1099200// New Customer added for reference TR1246771

1001/1099200// Order Import Add Customer failed (API = Create_Address) with

unexpected error.

1001/1099200// ORA-06503: PL/SQL: Function returned without value in Package

OE_INLINE_CUSTOMER_PUB Procedure Unexpected error occurred: ORA-06503:
PL/SQL: Function returned without value
 To resolve the error follow the steps below

Go into the responsibility: Order Management Super User.

Navigate Set up->System Parameters ->Value 'Customer Relationships' system
parameters in 'OM System Parameters' form.
Populate the Customer Relationships parameter by selecting a value from the list of
values ( 'All Customers', 'Related Customer', or 'Single Customer').
6) Can an internal requisition be created and imported as an internal order all
within the same org?
Yes, an internal requisition can be created and imported as an internal order all within
the same org.

7) In Order Import Request concurrent program parameter Order Import Source

values are not getting populated?
Check In Order Import Source window enabled checkbox is checked. If this is enabled
then it will populate in Order Import Source parameter value in Order Import Request
Concurrent Program.

8) What are the mandatory data to be defined for Importing Internal Sales Order?
Customer Name, Ship To Location, Bill To Location, Items are mandatory data must be
defined before importing Internal Sales Order.

9) What are the necessary setup to cancel a sales order using Order Import
Request Concurrent Program?

To Cancel a line set OPERATION_CODE as UPDATE in lines table and then make the
ordered quantity to Zero.
To cancel an order in its entirety, OPERATION_CODE as UPDATE at the header, and
then set the CANCEL-FLAG to Y.
10) Its Possible to import the customer information using Order Import Request?
Order Import can enter a new customer account with minimal data at the sold-to level
on the order header. You can enter a new customer account at the ship-to, bill-to level
or deliver_to at the order header or order line.
An add customer interface table accommodates this: when the table is loaded it
indicates the intention is to create a new customer account the required fields are
populated for the new account. Order Import then creates a new customer account and,
if all required data is present and valid in the interface tables, a party. You can associate
the new customer account with an existing party by providing the party (organization or
person) number in the interface tables. If that column is left null, Order Import creates
the party as well as the customer account. The new customer is assigned to the Default
customer profile class, which specifies various financial and credit checking information.

FAQ On Blanket Sales Agreement

10-OCT-2012
1) What is Sales Agreement?
A Sales Agreement is defined as an agreement for a customer that has specific
characteristics between a customer and a supplier. Sales Agreements are similar in
functionality to the Sales Agreement purchase order in Oracle Purchasing. These
characteristics may include the date range of the agreement, the items included, the
price of the items, the quantity of each item that the parties committed to as well as
other attributes, like freight or payment terms. Once a Sales Agreement is entered for a
customer, multiple releases (shipments) against the Sales Agreement can be processed
over a period of time within Order Management. The order is fulfilled and billed
according to the terms of the Sales Agreement.

2) What is the use of Profile Option OM: Default Sales Agreement Type?
This enables the system to use a common (default) transaction type across Sales
Agreements to generate unique sales agreement numbers.

3) What are the Fulfillment Sales Agreement Statuses?

System System Event Point

Enter When the Sales Agreement header is saved
Awaiting Start Date Waiting to become active
Active When the start date become the sysdate the
flow automatically updates the Sales
Agreement Status to Active.
Expired When the end date becomes sysdate; the
flow automatically updates the Sales
Agreement status to "Expired".
Terminated Should termination automatically close the
agreement.
Close You can progress to close when the
document is in "expired" status

4) What are the Negotiation Sales Agreement Statuses?

Sales Agreements that starts with negotiation phase have the following statuses.

System System Event Point

Negotiation Flow
Draft When the Sales Agreement header is saved
Draft Internal Rejected When the Sales Agreement is rejected
internal approval and is back to draft.
Draft Customer Rejected When the Sales Agreement is rejected by
the customer
Draft Submitted This status is usually not visible for the
 customer. However if you place a custom
activity before the approval process then
you might see this status on Sales
Agreement.
Pending Approval Selects action "Submit to approval."
Approved When workflow finishes approval process.
If there is no approval activity in the flow,
Status will then be carried to "approved"
automatically.
Pending Customer Acceptance When agreement is approved and awaiting
customer acceptance.
Customer Accepted Not visible unless a custom activity is
placed

5) When the Negotiation Sales Agreement Statutes will be in Lost status?

An Sales Agreement can only become lost during the negotiation phase prior to
customer acceptance.

6) What is Versioning in Sales Agreement?

The Sales Agreement can track versions of the agreement. For example, if the
characteristics of Sales Agreement between the vendor and customer changes over
time, it is important to be able to track what changed.
Versioning is supported only at the Sales Agreement header level and can be automatic
or manual. On the line the version is always copied from the header and is not allowed
to change.

7) How to restrict user to create a Release based on Sales Agreement?

Disallow New Releases checkbox in sales agreement header will restrict the user to
create a release.

8) What is the eligibility criteria for closing for a Sales Agreement?

You can close any Sales Agreement that is close eligible. The Sales Agreement is close
eligible in the following conditions:

Sales Agreement Expired

Sales Agreement Terminated
Sales Agreement Lost.
9) Its Possible to create a Blanket Sales Agreement from Quote?
No, There is no standard functionality available to create blanket sales agreement from
quote.

10) How to disable "Submit Draft" and "Create Releases" in Blanket Sales
Agreement?
Currently there is not standard functionality available to disable the Submit Draft and
Create Releases. It can be achieved through customization.
 11-OCT-2012

1) Its Possible to use Blanket Sales Agreement Functionality in iStore?

There is currently no Blanket Sales Agreement (BSA) integration for iStore. The orders
coming from iStore do not reference any BSA information.

2) Blanket Sales Agreement Not Updated Released & Fulfilled Amounts?

To implement the solution, please execute the following steps:

Go into the responsibility: Order Management Super User responsibility

Navigate to Setup > Rules > Defaulting
Query for:
Application: Order Management
Entry: Order Line
For 11i: Query for line Attribute " Blanket Number" > Click Defaulting Rules tab
For R12: Query for line Attribute " Sales Agreement Number" > Click Defaulting Rules
tab
Setup a Defaulting Condition "Always" & check Enabled box
Add a Default Sourcing Rule for the condition in #5:
Source Type: Related Record
For 11i: Default Source/Value: Order Header.Blanket Number For
R12: Default Source/Value: Order Header.Sales Agreement Number
Save > Run Tools > Generate Defaulting Handler Package
Please retest the issue by releasing a new sales order against the BSA.
3) How Can The Blanket Number LOV Be Limited To Only The Blanket Sales
Agreement Numbers Assigned To A Customer?
This can achieved by setting following options
For 11.5.x : Set the value of the profile OM: Customer Relationships = Yes
under Profile->System.
For R12: Set the value of System parameters Customer Relationships = Related
Customer

4) Why Item Number Does Not Default From Blanket Agreement To Release?
It is standard functionality for the item number not to default from the Blanket Sales
Agreement (BSA) to the Blanket Release (Sales Order). You must manually enter the
item number on the sales order line.
This is because a BSA could have 100s of items on the agreement and the user may
only want to enter one of the items on the line.

5) Sales order line information is not defaulted from BSA?

To populate Blanket Sales Agreement line number information:

Create a defaulting rule at the Order Line entity to default Sales Agreement number
from the Sales order Header.
Submit Defaulting Generator concurrent program.
 Log in again and perform the following steps
Create a Blanket Sales Agreement(BSA).
Enter line information in BSA.
Create release .
Go to the sales order created out of BSA , make sure Sales Agreement number is
available at the header level(you can use folders to show the field).
Navigate to Lines and use folders to show fields Sales Agreement No and Sales
Agreement Line No
Notice that Sales Agreement No is defaulted from Sales order Header.
Enter ordered item that is used in BSA, you will see field sales agreement line No is
populated.
6) Its Possible to extend a blanket sales agreement when its in Terminated
Status?
You cannot change the Active Date of this Blanket Sales Agreement. To change
the Active Date, the Sales Agreement must be at one of the following activities: "Sales
Agreement Submit Draft -Eligible", "Wait for Start Date", "Sales Agreement Active - No
End Date", "Sales Agreement Active- Wait for Expiration", or "Sales Agreement Active -
Wait for Final Expiration".

7) In blanket sales agreement its possible to have a manual document

sequencing?
No, The application only supports Automatic Document Sequencing on an Blanket
Sales Agreement.

8) View Releases Button Does Not Show Any Releases From Blanket Order
Agreement, and BSA shows zero for fulfilled / in process amounts?
This due to a Blanket Sales Agreement (BSA) number was not entered on the Sales
Order Line. Follow the steps below to resolve the problem.

Go into the responsibility: Order management super user

Navigate to Orders,Returns >Order Organizer.
Find and open sales orders which were released against the blanket sales agreement
which does not show fulfilled amounts.
For each such sales order:
Go to the Line Items/main tab
Place your cursor in any field
From the Folders menu, select "show field" and then select field "Blanket Number"
Repeat steps 4.2 and 4.3 to display field "Blanket Line Number"
Enter the blanket sales agreement number in the Blanket Number field. The Blanket
Line Number field will be automatically populated based on the correlation between the
item selected in the sales order, and the line on which that item appears in the blanket
sales agreement.
Save the sales order.
Navigate to Blanket Sales Agreements->Blanket Sales Agreement Organizer
Find the Blanket agreement in question, and now verify that:
 All of the releases modified in step 4 are now visible when you click the 'View Releases'
button.
The sum of the Fulfilled and In process amounts in the Fulfillment tab on the BSA
header equals total dollar value of all of the sales orders that were modified in step 4.
9) Why unit price is not displayed on blanket sales order lines?
The unit list price and pricing uom fields are expected to be entered by the
user if a price is being negotiated for this agreement.
The functionality is here to be able to negotiate and enter a price inline for
this blanket agreement.

Specify a new price list name in price list field on blanket header.
User will be prompted to create a new price list. Select Yes.
Now on blanket line, enter list price and pricing uom. Save.
Go to Price List form - you'll see the new price list with a price list line
for item/price entered on blanket line.
If you are selecting a standard price list at the header, that means price is
not being negotiated specific to this agreement and hence unit list price/uom
fields would not be populated or enabled.

10) How to restrict Unauthorized Users Can Approve/Reject/... Sales Agreement

During Approval Cycle ?
This can be achieved by following steps

Under the Order Management responsibility, go to Set Up-> Transaction Types-> Query
for the transaction type attached -> click on Approvals button. Here verify that the
user/role to which the notification was originally sent is not same as requester.
Under the Workflow Administrator Web Applications responsibility, Administrator
Workflow -> Administration. Here verify the value for 'Workflow System Administrator'. It
should not be a '*'. Any specific user should be given this Workflow administrator access

FAQ On Retrobilling

12-OCT-2012

1) What is Retrobilling?
Retroactive Billing allows you to change billing amounts retroactively in the event of a price
renegotiation. Retroactive Billing is a common business process in some industries, especially the
automotive industry, whereby a customer requests changes to the amounts charged on already
invoiced orders and receives credits or additional invoices. Order Management provides a query to
identify order lines that have previously been invoiced that may be subject to such retrobilling, a
simple approval mechanism, and then the automatic generation of credit memos (and occasionally
invoices).New pricing agreements that you make with your customers may affect billing documents
that have already been processed and settled.

2) What are the features of Retrobilling?

Price List Changes
 Adjust Price on future shipments
Approve and Automatically Create Adjustments.
3) What are the modes of running retrobill?
Modes of running Retrobill are
Preview (Will create a retrobill Order in Entered Status)
Execute (Will create a retrobill Order in Booked Status)

4) What are the Retrobilling Line Types?

Line Types will trigger a workflow based on new price increases or decrease
ORDER (New Price Mention greater than the existing Price).
RETURN(New Price Mention lesser than the existing Price).

5) Explain Retrobilling process flow?

Create Sales Order and Book it
Perform Pick release and ship confirm the order, run ITS and run workflow background process to
auto invoice the order.
Update the pricelist
Query the Order to apply the changes in invoices amount
Perform Retrobilling Process.
6) What is the use of Export Compliance Screening?
Export Compliance Screening is an optional procedure within an order flow enablingyou to
determine the eligibility of shipments for adherence to statutory governmentrequirements
surrounding the export of products. The United States Bureau of ExportAdministration and several
other countries maintain reference able Denied PartyListings (DPL) which provide a complete listing
of entities that goods cannot beexported to.

7) What is the use of Order/ Quote Purge Selection Program?

The Purge concurrent program enables you to purge selected closed orders/quotes and
their workflow history. You first determine which documents you wish to purge bycreating a Purge
Set. Once orders/quotes have been selected for purging within a purge
set, you can then choose to purge the entire set, a subset of the Purge set, or to cancel
the purge. Purging old data creates space in your database and can improveperformance of
transactions and maintenance.

8) Advantage of Purge?
Allows orders to progress on the current order book in an efficient manner, without being distracted
or encumbered by obsolete data.
Frees storage space
9) What is the use of Purge Set inOrder/ Quote Purge?
A purge set is a set which will contain orders to be purged based upon user specified criteria.

10) Its possible to Purge Orders in Open Status?

No, Orders can only be purged if they meet the following conditions:
Orders must be closed.
 No open demand exist for orders, open work orders, open invoices, open returns, and open
requisitions.

What is Trip in Oracle Apps?

A trip is carrier specific and represents a unique instance of that carrier leaving your warehouse
carrying deliveries.
The carrier could be a public carrier such as UPS, DHL, FedEx, or could be a companys own fleet of
trucks
A trip could represent a truck, air cargo, ship cargo, or railcar. These entities would be set up as Items
in Inventory with an item type of vehicle.
Each trip has a minimum of two stops, Pick-Up and Drop-Off.
A trip can be created automatically or manually from the Shipping Transaction form or can be
automatically created from the Ship Confirm form.
Companies that use public carriers let the system automatically create Trips as part of the Ship
Confirm process. This eliminates unnecessary transactions.

What is Trip Stops in Oracle Apps?

A Stop is a point along the route that a trip makes to its final destination.
The Ship Confirm process initiates the Pick-Up stop and putting the Delivery In-Transit.
Manually record all stops made by the Trip using the Shipping Transaction form or have the Ship
Confirm process automatically close a Trip, which creates and closes the Pickup stop and changes
the Delivery status to Shipped.
Companies that use public carries let the system automatically close a Trip as part of Ship Confirm.

What is Delivery legs in Oracle Apps?

A Delivery Leg consists of two stops where the delivery is picked up and dropped off, respectively on
the same trip. The delivery might travel through several legs to get to its final destination. A Delivery
leg is synonymous to the Bill of Lading.
A bill of lading is a receipt, listing all the goods that were signed over to a carrier.
The Ship Confirm form has the option to generate a bill of lading which can then be printed as part of
the Delivery Document Set.

What is Deliveries in Oracle Apps?

 A Delivery is required to perform Ship Confirm. It represents all the goods that were shipped from the
same warehouse, going to the same Customer location.
The grouping of delivery lines into deliveries is restricted by the grouping rules that are established on
the Shipping Parameters - Delivery Grouping Tab.
A Delivery can be created automatically or manually from the Shipping Transaction form at any time
after the order lines have become Awaiting Shipment or can be automatically created during the
Release Sales Orderprocess.

What is Delivery Lines in Oracle Apps?

Delivery Lines are Sales Order Lines which have completed all their workflow activities that are
prerequisites to Shipping such as Schedule Line or Create Supply.
Delivery lines are visible from the Shipping Transaction form. They are also visible from the Sales
Order Lines Additional Information Deliveries tab.

What is LPNs in Oracle Apps?

LPN, (License Plate Number) are also known as Containers.

A container can be loaded inside of another container, for example, pack an item into a box and then
pack that box onto a pallet.
Containers must be setup as inventory items.
Containers can be made mandatory using your Shipping Parameters.

What is Ship From in Oracle Apps?

The Ship From location represents the warehouse that is performing the shipping transaction. A
warehouse is an Inventory Organization. Each address that you can ship from within an organization
must be setup as an Inventory location.

What is Ship to in Oracle Apps?

The Ship To location represents a Ship-To address that has been setup on the Customers record.