Short cut keys in Oracle Applications

Short cut keys you should know:

1. 2. 3. 4. 5. 6. 7. 8. 9.

F4 = To close the form. Shift + F5 = To copy the column above Shift + F6 = To copy the entire row above Alt + V + R + Enter = To view the concurrent manager Alt + V + R + N = To submit a new request Alt + R = To refresh the data F11 = To initiate a query for the field Control + F11 = To query the field Ctrl + L = List of all screens (forms)

Industrial Scenario
Overview of an Industry: An Industry produces & sells its products Many departments exist in an industry There is a relationship that exists between Customers, Organisation, Sales, Purchase, Inventory, Accounting, Shop floor (WIP), Human Resources etc.

Order Management Cycle

Order Management Cycle:
Use Order Management for Processing Use Order and Shipping Orders and Shipping Orders

Customer Invoice Order

Order

Shipping

Sales Department

Inventory

Why Order

Management is necessary ?

Order management is the facility to: Capture sales orders

Compute the price of items on order line

Complete the order by shipping the items and passing the information to an account receivable system through auto invoicing.

What Order Management does ?

In short, Order Management deals on how to: 1. Enter sales orders and returns 2. Copy existing sales orders 3. Schedule orders 4. Release orders 5. Create price lists and discounts for orders & 6. Create reports.

You can also: 1. Adjust pricing 2. Assign sales credits 3. Record credit information 4. Attach notes 5. Schedule shipments 6. Query item availability and 7. Make reservations including selection of sub inventories.

What else can Order Management do ?

Note: Once created, the Sales Orders cannot be deleted. They can only be cancelled.

OM Module Interaction
The Order Management Module interacts with the following Modules: Inventory Bills of Material Work in Process Purchasing Payables Receivables CRM Module

Sales Order Entry

Header Lines
Sales Order

Order Line 1
Order Line 2

Order Line 3
Order Line 4 Order Line 5
Mixed Order Type

Order Line 6 Return Line 1

Types of Orders
1. General sales order
When customers request supply of items

2.

Back order
When items are in staging sub inventory, before shipping, they are sent back to the sub inventory for some reason.

3.

Configure to order

Assemble to the requirements of customer. (PTO - pick to order, ATO - assemble to order, kit kit)

Types of Orders
4.

5.

6. 7.

Drop shipment - Ship to customer from Supplier Back to back order - When items are not in our list, supplier supplies the items to us and we send it to the customer. Internal Sales Order - Sale of items between two internal organizations RMA - Return Material Authorisation.

Check if, 1. GL calendar is open

Pre Requisites for Order Management.

(All the months and adj.month are open for error free operation) GL > Set up > Financials > Calendars > Accounting)

2. Inventory calendars of V1, M1, M2 and your orgn. calendars are open (Check if today is Sat/ Sunday. Make it working day) Tools > Build the calendar. 3. Purchase periods are open (Purchasing > Set up > Financials > Accounting > Control Purchasing periods 3. Items are available in item master and inventory organisations like M1, M2 & your organisation. (Else, add items & quantity through inv > Misc. Receipt)

General Set up Tips

Tips: Setup involves several phases, including setting up other integrated applications, which include Oracle General Ledger, Oracle Receivables, and Oracle Inventory. Some setup steps are optional, depending on whether you have the integrating applications installed and whether you use the associated feature. For example, if your business supports drop shipments, you should also setup Oracle Purchasing. If you sell models and kits, setup Oracle Bills of Material and Oracle Selling Point Configurator.

Profile Options Setting

Profile Options Setting: Sys Adm. > System Profile Values Responsibility : Order Management Super user, Vision Operations, USA Profile : OE% Find. OE: Item Validation Organisation : Vision Opns. USA Similarly, Responsibility : Order Management Super user, Vision Operations, USA Profile : PO% Find PO: Work flow processing mode : Online This change allows Order Management to default code and revenue account information accurately.

Profile Hierarchy
Profiles:
Profile Hierarchy Levels Profile Hierarchy Levels

User level Responsibility level Application level Site level

Profile Hierarchy
User Profile Hierarchy: User Profile options can alter the behavior of your applications to suit your own preferences Profile levels are in a hierarchy, where user is the highest level of the hierarchy, followed by Responsibility, Application, and at the lowest level, Site. For example, if your Site-level Printer value is "New York", but your User-level Printer value is "Boston", you can be assured that your reports print to the Boston printer. If you never set your own User-level option values, your user profile options assume the Site-, Application-, Responsibility-, or Userlevel values your system administrator has set for them.

Set ups for Order Management

The following set ups are required for order management: 1.Transaction types OM > Set up > Transaction Type > Define 1. Order 2. Return 3. Mixed orders and returns You can specify an order category on the order transaction type. The order category can be defined as order, return, or mixed

Set ups for Order Management

2. Document sequence (for serial numbering) OM > Set up > Documents > Define & Assign

The documents like Sales Order, Quote, RMA etc can be sequenced automatically and can start the initial nos. as per our wish say, 1000, 5000 etc.
3. Modifier (to modify the price of an item) OM > Pricing > Modifiers > Modifiers Set up Modifiers enable you to set up: 1. Price adjustments (e.g. discounts, price breaks and surcharges), 2. Benefits (e.g. free goods, coupons) and 3. Freight and special charges that applies immediately Pre defined Modifiers are available for your information.

Set ups for Order Management

4.Qualifier (to qualify for certain condition) OM > Pricing > Qualifier Set up First set up qualifier and assign this qualifier to modifier Qualifiers: Define Qualifier Groups. OM > Pricing > Qualifier set up An example of a Qualifier Group could be: 1. Customer must be a specific customer and 2. Order Amount is between $5000 and $10000 or 3. Order Quantity must be greater than 1000.

Set ups for Order Management

Qualifier Group Name: G_CustQualifier (T) Qualifier Grouping No. :1 Context : Customer / Volume / Order etc. Attribute : Customer name / Order type / Order amount etc. Operator := Value from : XXX Value from meaning : XXX Date : Todays date General qualifiers can also be given. E.g. Promotional Discount for any customer, based on order amount.

Set ups for Order Management

Modifiers: Define Modifiers Groups. OM > Pricing > Modifier > Modifier set up Type : Discount list Number : 123 (Say, any number) Name : 10% discount for . Currency : USD (T) Modifiers summary Fill details as you wish. Grouping Numbers: Retain Grouping Numbers Across Qualifier Groups means: - An entity must meet all of the conditions to qualify Generate Unique Grouping Numbers Across Qualifier Groups means: - An entity must meet one of the conditions to qualify

Set ups for Order Management

(T) Discounts / Charges Application method : Percent / Amount / Lump sum etc. Value : 5 (Say) Incompatibility: If you do not want to modify an order or order line in combination with other modifiers (incompatible modifiers) then use this. Buckets: To create cascading price adjustments, you can place modifiers into different buckets

Set ups for Order Management

5. Price List OM > Pricing > Price List > Price List set up (Many price lists can be created & each time one list can be attached to a Customer) Pricing enable you to be a serious competitor where pricing plays a role. You can offer discounts from a single source rather than working with multiple products With Pricing, you can price order lines either on lines as you enter them or in batch mode and you can automatically apply discounts. In addition, you can override prices and discounts in each sales order

Price List
Price lists are essential to ordering products because each item entered on an order must have a price.

Each price list contains 1. Basic list information 2. Price breaks 3. Pricing attributes 4. Qualifiers & Modifiers 5. Secondary price lists Secondary Price Lists: If an item is not in the primary price list, secondary price list Is used

Basic Pricing
Basic Pricing: Basic pricing included in Order Management enables you to: Set up price lists and secondary lists Create static formulas Discount by percentage or amount Apply freight charges and surcharges Set up customer pricing agreements

Price Agreement
Pricing Agreement: Pricing > Pricing Agreements You can establish agreements with your customers to define the prices, payment terms and freight terms. Types of prices on price lists: Unit price : A fixed price. Percent Price : A price which is a percent of the price of another item. Formula : The price of an item to be a percentage price of another price list line. Price Break : The price depends on the quantity or range of quantity ordered. (E.g. For quantity up to 10 Pcs. price will be Rs. 50. From qty.11 to 50 price will be Rs. 45)

Managing Customers
Creating and Managing Customers & their profiles:

Managing Customers Managing Customers

Create customer profile classes

Enter customer information

Assign customers to profile classes

Review customer information

Eliminate duplicate information

Create customer relationships

Customers: OM > Customers > Profile classes OM > Customers > Summary You can: Create customer profile classes and assign them to customers Create and maintain customer information Enter multiple ship-to sites for each customer Enable related customers to establish reciprocal payment and contract terms Review customer information online and in reports
Note: The system will perform a search for your customer before it allows you to enter a new customer. This provides a check for duplicate customer entry.

Customers

Managing Customer Profiles

You can set credit and order limits for each customer, or customer site with the use of profile class. Orders go on hold automatically if they violate these limits. When you establish a customer, the customer processing function assigns it to the default (seeded) customer profile class. Note: If you want to assign the customer to a different profile class, select it from the list of values before you save your work.

General Sales Order

Situation: When Customers requests supply of items from our organisation, we send the General Sales Order to the Customer.

General Sales Order Creation Steps

Create Sales Order Book Sales Order Note the SO No. (Pick) Release SO Run concurrent request
(To create Pick Slip Report)

Ship confirm Close the Sales Order

(Run Workflow background process)

General Sales Order Creation

Create & Book Sales order after checking the availability of items
in the inventory. Order Organiser > New order > Customer Select customer. Details will be seeded. (T) Line Items Give details. Note the Sales Order No. (Pick) Release this particular Sales Order OM > Shipping > Release sales orders > Release sales orders (Auto allocate, Auto Pick, Auto create delivery = Yes) (T) Order - Your order number. (XXXX) (T) Inventory Your ware house (M1) Pick from sub inventory Your inventory (FGI)

 Run Concurrent request. (This will generate Pick slip report) (B) Concurrent (2 requests Pick selection list generator & Pick slip report - will be generated. Check the Pick slip report request. View its output. Note down the Pick slip No. & Delivery No.) Check the status. Delivery line status will change to Picked Additional line information > (T)Deliveries > Pick status = Staged Ship confirm Shipping > Transactions Query for your Sales Order no Delivery line pick status will change to Staged (B) Delivery > Actions > Ship confirm > GO Interface trip stop SRS request will be submitted In Order Organiser, query for Sales Order. You will find Line status: Shipped. In addl. Information, Pick status: Shipped

General Sales Order Creation

General Sales Order Creation

Close Sales Order. - To close the Sales Order, (Run Workflow back ground process) Alt + V + R Submit a new request. Run request name : Work flow back ground process. (Process deferred, Process timed out, Process stuck = Yes) Submit.

- Header status is still Booked. This will be closed at the end of the month, when the accounts is closed for the month.
- Line status will be Closed.

Drop Shipment Sales Order

Situation: When Customer requests supply of item from our organisation. We dont have the item, but our supplier has that item. In this case, we place a Purchase Order to the supplier asking him to ship the item to the Customer and send the invoice to us.

Once we receive the amount from the Customer, we pay the amount to the Supplier.
In other words, Supplying an Item from Suppliers site to Customers is called Drop Shipment. Records will be maintained in our Company regarding this transaction.

Steps for Drop Shipment Sales Order Creation

Create Sales Order (T) Shipping source type = External Schedule ship date : To days date (Receiving orgn = M1, since records will be maintained at M1) Book Sales order. Note Sales order number. Run Workflow background process (This will create Purchase Requisition.) Alt + V + R Submit a new request. Run request name : Work flow back ground process Open Order organiser Query your order no. (B) Lines Sales Order line status: Awaiting Receipt (B) Actions > Additional information > (T) Drop shipment.

Steps for Drop Shipment Sales Order Creation

Purchase Requisition Status Note the Purchase Requisition No.
Auto

: Approved.

create (PO) Purchasing > Auto create (B) Clear Type your Pur.Reqn. Number > Find Enable the Purchase requisition (B) Automatic Supplier (B) Create (This will create the Purchase Order automatically) : Abbot Laboratories Inc. (Say)

Note the PO Number.

Steps for Drop Shipment Sales Order Creation

Approve the PO. OK
Refresh data. Open Order organiser Query your Related Purchase order no. (B) Lines Sales Order line status: Awaiting Receipt (B) Actions > Additional information > (T) Drop shipment Status will change to Approved. (If not check PO approval hierarchy and limits) Or Forward method : Direct. Receive items in PO receipts (Purchasing > Receiving Transactions > Receipts) Query for the PO No. (You will find in the Routing: Direct delivery)

Steps for Drop Shipment Sales Order Creation

This means that the shipment has already taken place to the Customer.
(B) Header Close Receipt Header. (T) Lines > Sub inventory Choose the Receiving Sub Inventory Choose the Line for Receipt of item. Save. Purchasing > Receiving > Receiving transaction summary Query for the Purchase order. (B) Transactions. This will display the received and delivered transaction quantity. Run Workflow background process (To close the SO) This displays details of item arrival.

Setting up Purchasing Approvals

Check the default approval hierarchy for Standard Purchase Order & Purchase requisition. OM > Purchasing > Set up > Purchasing > Document types Select Standard Purchase Order Forward method : Direct Default Hierarchy : Materials (If you have changed any data, Switch over to Purchasing,Vision Operations, USA responsibility. Alt + V + R +Enter. Run New request. Run Fill Employee Hierarchy Ensure it completes normally)

Drop Shipment Sales Order

Terminology used here:

1. BPA Blanket Purchase Agreement 2. ASL Approved Suppliers List. 3. UN Numbers - United Nations identification numbers are used for hazardous materials identification.

Internal Sales Order

Situation:

The Material has to be shipped from M1 to M2 due to some internal adjustments. It means M2 becomes the Internal customer for M1.

Internal Sales Order

Pre requisites: 1. Create M2 as an Internal customer for M1. OM >Customer > Standard If not create M2 as your Internal Customer. 2. Item attributes for the particular item must be Internal order enabled & Internal ordered = Yes. Inv > Items > Item Master (T) Order Management: Internal order enabled should be checked. 3. Change over to M2 organisation & define order type as Internal. Purchasing > Set up > Organisations > Purchasing options

Internal Sales Order

(T) Internal requisition Order type : Internal Order source : Internal
4. Change over to M2 organisation & define receipt routing as Direct Delivery. Purchasing > Set up > Organisations > Receiving Options Receipt routing : Direct delivery

Internal Sales Order

5. Define the shipping network between M1 and M2 INV > Setup > Organization > Shipping Network Transfer type : In-Transit FOB : Receipt Elemental visibility : Checked yes. Receipt Routings : Direct. Internal order required : Yes.
Check the inventory calendar for both M1 and M2 are open and build them. Check the workday calendar for today being the working day. If material is not available, get the material into the M1 organization through Miscellaneous Receipt.

No Price list is required for Internal Sales Order.

Internal Sales Order

6. Additional checks: In OM > Set up > Documents > Assign Check the active state of the sequence assignment date. Application : Oracle Order management Category : Internal SOB : Vision Operations, USA Method : Automatic (T) Assignment End date : Null Sequence : Internal

Internal Sales Order

7. Similarly, check the following: In OM > Set up > Transaction type > Define Transaction type : Internal Order work flow : Order flow Generic Default order line type: UPG_LINE_TYPE_ORDER_1023 (B) Assign Line flows Order type : Internal Line type : UPG_LINE_TYPE_ORDER_1023 (Internal) / (Standard) Item type : Standard item Process name : Line flow Generic Start date : Today

Steps for Internal Sales Order Creation

Create Pur. Requisition Approve Note Purchase Requisition number Run request Create Internal Sales Order Import Purchase Requisition into Sales Order form Pick Release Sales Order Ship confirm Receive the item into the internal sub inventory Run workflow background process (To close the Sales Order)

Internal Sales Order Creation

1. Create Purchase requisition for Internal Sales Order. PO > Purchasing > Requisitions > Requisitions. Create the Internal Requisition for the item you created. Requisition Type : Internal Requisition. Item type : Goods Item : XXXX ( Item defined as internal item) Destination orgn. : Boston Manufacturing. (M2) Location : M2- Boston Source : Inventory (of M1-Seatle). Source organisation : Seattle manufacturing (M1) Save. Approve. Run Requisition Summary. You will find the Requisition approved. Note the requisition number.

Internal Sales Order Creation

2. Run request Create Internal Sales Order This will create internal sales order.
3. Import Purchase Requisition into this Sales Order OM> Orders, Returns > Import Orders > Order import request This will ask for the parameters to run the request. Order source : Internal Ref. No. : Requisition number. Submit. (By doing this we are importing the internal requisition created into the Internal Sales Order)

Internal Sales Order Creation

4. Find the Sales Order Number & note the line status. OM > Order Organizer. Query with the requisition number & find the created Sales Order. Note the SO number. You will find, Line status : Picked Addl. Information : Staged _______________________________________________________ Note: Order import Corrections: You can use the Order Import Corrections window to examine the order and optionally correct data if it fails the import process. You can use the Error Message window to determine if your data failed to import.

Internal Sales Order Creation

5. (Pick) Release Sales Order Shipping > Release Sales Order > Release Sales Order Order No. : XXXX (Your order no.) (Auto allocate, Auto Pick, Auto create delivery = Yes) Ware house : M1 Choose : (B) Concurrent / Online (2 requests Pick selection list generator & Pick slip report will be generated. Check the Pick slip report request)

6. Ship confirm Shipping > Transactions. (Query for your Sales Order no.) (B) Delivery > Ship confirm > GO Interface trip stop SRS request will be submitted. Line status: Shipped Delivery line status: Shipped 7. Receive the item in the M2 sub inventory. Change to the Inv. Org. as M2. Inv > Transactions > Receiving >Receipt, to receive the material 8. Close Sales Order. To close the Sales Order, run Workflow back ground process (Process deferred, Process timed out, Process stuck = Yes) Header status is still Booked. (This will be closed at the end of the month, when the accounts is closed for the month) Line status will be Closed.

Internal Sales Order Creation

Back Order
Situation:

When the items have been Picked and Staged, due to some emergency like Order being cancelled, the staged quantity should be returned back to the inventory.
This action is called Back Order. This is being done by Back Ordering.

Back Order
Pre requisites: The items must have been in staging. Ensure you know the Sales Order No.

Back Order Creation

Steps for Back Order creation: First, keep the item in Staging. Create a Sales Order, Book the SO, Pick Release the SO. Order organiser > Query for the SO No. (T) Lines (B) Actions > Addl. Information (T) Deliveries will show you the pick status as Staged Next, do the Ship confirm Shipping > Transactions

Back Order Creation

Query for the SO No. (B) Delivery Actions > Ship confirm > Go Confirm Delivery screen appears. Ship options = Back order all > OK. If you do Shipping > Transactions again, you will find: Line pick status : Back Ordered You have to move the items to the sub inventory now.

Back Order Creation

Shipping > Move Orders > Move Orders Click on the Desc field & the Move order no. will be created automatically. Transaction Type : Move order transfer Item : AS54999 (Say) Qty :1 (Say) (B) Approve Transact Move Orders. (This will increase the on hand quantity in inventory)

Return Material Authorisation

Situation:

When some items are being returned from the Customer due to some reason we make the Return Material Authorisation. Note: RMA will not work for Drop Shipment & Internal Sales Orders

Return Material Authorisation Types

RMA with credit only Your company issues a credit without the customer returning the product. Accept returns for credit by applying credits to original invoices or creating on account credits.

RMA with receipt and credit Customer returns a product and receives credit.
RMA with receipt and no credit - Your customer returns a product you sent to them on a trial basis or at no charge, therefore they receive no credit.

Return Material Authorisation Types

RMA with repair - Your customer returns a damaged product. Your company repairs and returns the product to the customer. RMA with replacement Your customer returns a product and your company sends a replacement product rather than issuing a credit.

Return Material Authorisation

Pre requisites: Enable items that appear on RMAs by setting the Item Attribute Returnable to Yes Take the case of a closed Sales Order.

Steps for RMA Sales Order Creation

Open the closed Sales Order Insert a new line in the Line item (T) Returns
Line type = Return (Receipt) / Return-Credit only, No receipt

Reason = Any reason Save (There is no need for booking the order) Receive the item in inventory Inv > Transactions > Receiving > Receipt RMA No. : Sales order number which returned item. Receipt will be generated. Check the Transactions Summary. You will find the item..

To cancel a Sales Order

Cancellation of Orders: You cannot delete the Sales Orders. You can only cancel the Sales Orders. OM > Orders, Return > Order Organiser > Find Open Sales Order Select Line Items which you want to cancel (B) Actions Cancel. Give reasons for cancellation. (B) Ok.. You can check the Status Line changing to when data is refreshed. Double click Search Results to refresh.

Cancelled

Configurator in Order Management

Overview of Configurable Items An item can be configured in Order Management, if its bill of materials model has a BOM Item Type of Model. The BOM model defines the list of options you can choose. The result of your choices is a Configuration. The BOM model also specifies mandatory components or included items that are required for each configuration. Before you can configure an item, an ATO or PTO model must exist in BOM.

Configuration of an Item
Laptop Computer (ATO Model)

Carrying Case (Pur Item) Mandatory

Key Board (Pur Item) Mandatory

CPU (ATO Mutually Excusive Option Class) P4 Processor (Pur Item) 65 %

Monitor (ATO Mutually Excusive Option Class) P3 Processor (Pur Item) 35 % 17 Monitor (Pur Item) 40 %

OS (ATO Mutually Excusive Option Class)

Windows (Phantom) 20 % 19 Monitor (Pur Item) 60 %

Unix (Phantom) 80 %

Configuring an Item
You can manually configure items by choosing options directly from a model bill in OM. You access the model bill by entering an item number and then clicking the Configurator button in the Sales Order window. This opens a new window in which you select options to configure the item.

Terminologies Explanation
Processing constraints:
This establishes the security of the Sales Orders by: Setting the limits and authority for specifying when users can change or cancel the S.O.s Posting an instant message to user to inform of violations to established rules Preventing the user from saving any violation conditions

Defaulting Rules:
These are used to automatically fill in data you set up to speed and control order entry

Terminologies Explanation
Workflow: The Workflow engine: Moves orders and lines through their processing flow Sends notifications and notification e-mails to both internal and external sources Maintains a history of activity status Detects error conditions The workflow monitor shows the status of each order and order line process in both list form and graphic form

Terminologies Explanation
GSA Pricing: Government Service Administration Pricing Order Organiser: The Order Organizer enables you to easily manage existing orders and returns in your system. Using this window it is very easy to find your recent orders, orders past their requested shipment date, orders on a particular hold, or orders for an important customer

Things to Know
Process Messages: If processing errors occur, the Process messages screen will appear, to indicate the description of the error. (e.g. Component & component was found at multiple places in the Bill of Materials. Please supply component code information to resolve the ambiguity.) Pick Release handles the following: 1. Release Sequence Rules and 2. Pick Slip Grouping Rules First define Release sequence rules and then pick slip grouping rules. Then define pick release rules as under: Shipping > Set up > Picking > Define release rules form

 1. Release Sequence Rules: Shipping > Set up > Picking > Define release sequence rules
Specify the order in which eligible delivery lines are released, based on order number, outstanding invoice value, schedule date, departure date, and shipment priority. You can also define whether you want the picking lines released in ascending or descending order 2. Pick Slip Grouping Rules: Shipping > Set up > Picking > Define pick slip grouping rules Pick methodology : Order picking/Zone picking/Bulk picking etc. Group by : Delivery / Carrier / Customer / Item etc. For example, if you select Delivery and Carrier as grouping criteria, picking lines for the same delivery and carrier are grouped together on a pick slip.

Things to Know

Things to Know
Container-item relationships: Shipping > Set up > Container load details
Define the maximum quantity of items that can be packed into a container. E.g. Container item : Pallet (Say) Load item : AS54999 (Say) Max. qty : 12 (Say) The number of containers required to pack the items is automatically calculated based on the container-item relationships

Terminologies Explanation
Push transaction: A material transaction to issue component items from inventory to work in process before you manufacture the assembly. Pull transaction: (Back flush transaction) A material transaction that automatically issues component items into work in process from inventory when you move or complete the assembly. Also known as post-deduct or back flush. Move Orders Inter org transfer - Between sub inventories - Between two operating units Ship Set: This means shipping must ship as a complete set.

Terminologies Explanation
ATP Inquiry: (ATP Check for Ship set / Arrival set) 1. You can view the available quantity for the date you requested. 2. You can view the request date available to promise quantity 3. The earliest date beyond the requested date that the request quantity is available.

Reports
Reports: Reports, Requests > Run Reports
31 kind of reports can be printed. E.g. Cancelled orders report, Defaulting rules listing report, Orders / Invoice summary report, Outstanding holds report etc. Requests: Reports, Requests > Run Requests 13 kind of requests can be mad. E.g. Work flow back ground process, Auto create final assembly orders, Order import, Requisition import, Create internal Sales Order, Auto create configuration items, Calculate party totals etc.

Things to Know
Interface Managers: To activate interface managers:
Launch interface managers (Ctrl + L) Select the interface manager you want to activate Tools > Launch manager Schedule to re run the concurrent request every 30. Submit concurrent request Check if the request is completed normal

To increase the quantity available in your inventory organisation:

Things to Know

1. Choose the Inventory Organisation 2. Inv > Transactions > Miscellaneous Transactions 3. Type : Miscellaneous Receipts 4. Item : XXXX 5. (B) Transaction Lines Item: XXXX Qty: 5000 (as you wish) Account: 01-580-7740-000 (Vision Operations)
Save

Things to Know
To make the Item Desc meaningful for the system items instead of displaying as X:

Inv > Set up > Flex fields > Key > Segments. Control + F11
Go to the System Item Flex field in the Oracle inventory Application and unfreeze it and then freeze it and compile it. This will make the Item Desc meaningful for the system items instead of displaying as X.

Things to Know
To add items into the price list: OM > Pricing > Price List > Price list set up Price list name : XXXX (Your price list name) Items will be seeded. (T) List lines Ctrl + down arrow . (This will insert a new line) Product value : XXXX (your item from the item master) Application method: Unit price Value : 125 (Say, your price for the item) Save.

Things to Know
Delivery documents that accompany shipment are: 1. Bill of Lading 2. Packing slip report 3. Commercial invoice 4. Interface trip stop sheet

Shipping an Order
You have to Grant Access to the User for their role in Shipping the items. (Otherwise shipping may not be allowed.) Shipping Set up Grants and Roles Definition Grants User : Your name Role : Upgrade role Accept all the other defaults Save

After granting the access to the user, define their role. Shipping Set up Grants and Role Definition Define Roles. What type of data access the user can have is determined here.

Notifications
Notifications: Notifications either alert individuals to a situation or ask individuals to perform an action, for example, an approval.

Concurrent Manager
Concurrent manager: A systems facility that manages the time consuming, non interactive tasks within Oracle Applications for you, (E.g. Releasing shipments, Posting a journal entry or Running a report, the Concurrent Manager does the work for you, enabling you to work on some other tasks in the mean time)

Process Messages
When errors occur during order processes, for example, order import and order booking, the workflow engine generates messages. View all of your messages in the View Messages window. Use the Find window to search them. View the message details in the Process Messages window and delete them or forward them

Credit Check Rules

Credit check rules: You can define credit check rules for the organisation, to be applied while booking or while picking. Set up > Credit > Define credit check rules Credit check level : Sales Order / Sales order line Choose the way you want the credit check to be done.

Holds
Holds: Placed on order headers, order lines, customers, sites, and items. Stop an order anywhere in the order flow. Removed manually at any time or automatically by setting up a hold until (expiration) date. Applying Holds: You can create holds that: Use either one or two criteria Apply either to new or to existing orders or to both types of orders To apply holds, perform one of the following: Navigate (M) Tools and select Create Holds Source. Click Actions and select Apply Holds.

Applying & Releasing a Hold

Apply a Hold to a Specific Order or Return Line: 1. In the Sales Orders window, query the order or return line that you want to hold. 2. In the Line Items tabbed region, select the line you want to hold. 3. Click Actions, then select Apply Hold. 4. In the Apply Holds window, Hold Name tabbed region, select Hold Name. 5. Click Apply Holds. Releasing Holds: In the Remove Holds window, enter your hold search criteria. 2. Select the hold you want to remove. 3. Enter the release reason. 4. Save your work.

To Work in Vision Operations

1. Check if. Stock, Ms. Pat is the USER in Operations ID. Sys Adm. > Security > User > Define User Name : Operations Person : Stock, Ms. Pat (This person is given many responsibilities in Vision Operations) 2. Check the default approval hierarchy for Standard Purchase Order & Purchase requisition. OM > Purchasing > Set up > Purchasing > Document types

To Work in Vision Operations

Select : Standard Purchase Order / Purchase requisition Forward method : Direct Default Hierarchy : Materials (If you happened to change any data, Switch over to Purchasing,Vision Operations, USA responsibility. Alt + V + R +Enter. Run New request. Request name : Fill Employee Hierarchy Ensure it completes normally