Category Archives: OM

Ship Confirm the Sales Order

Ship Confirm the Sales Order

Navigate to Shipping > Transactions.

In the Query Manager screen, enter your order number in the From Order Number field and tab out. Then, click on the Find button. All non-shipped lines will appear. Click on the details button to see detailed line information.


Notice the following in the Lines/LPNs tab.
Detail : The delivery detail of the shipment
Delivery : The delivery that got autocreated during pick release
Line Status : Staged/Pick Confirmed
Next Step : Ship Confirm/Close Trip Stop


Click on the Delivery tab and the details button to see detailed delivery information. You can enter the waybill number & additional info etc. here.To ship confirm the order, select the Actions list in the Delivery Tab, choose Ship Confirm and GO.

The ship confirmation window will appear and give you the options to back order, ship all or ship partial quantities and set user defined shipping documents to print. Enter the trip creation options viz: Ship method, departure date, close trip and defer interface.The ship confirm process triggers the inventory interface automatically to update quantities, and triggers the Order Management Interface to update the status of the order lines.

Not checking the Defer Interface check box, as shown here, ensures that the next step, running the Interface Trip Stop (ITS) concurrent program, happens automatically. Deferring ITS (checking this box) means you need to run the concurrent in a separate step.

Interface Trip Stop (ITS) can be done from Shipping > Interfaces > Run (Interface Trip Stop – SRS).


Even if we get warning messages regarding the Carrier Code ignore at this point of time.

Go to View > Requests, and verify that the Interface Trip Stop completed successfully.

To check if the item has actually been shipped out of inventory.
Navigate to Inventory > Change Organization and select M1.
Navigate to Inventory > Transactions > Material Transactions


Enter the following information in the Find Material Transactions screen and click on Find
Transaction Date : Ensure the transaction date is within the range specified
Source Type : Sales Order
Source :
-Evoke the LOV and click on the button Combinations
-Enter your Sales Order Number and Order Type Mixed, then click OK
-Example : 66429.Mixed.ORDER ENTRY

Go to the Transaction Type tab, and notice the line with Transaction Type = Sales Order Issue. This is the Inventory Transaction that happened when the item was shipped out of the warehouse M1, hence the negative quantity -1.

The other two lines with Transaction Type = Sales Order Pick, are for the move order transaction that happened automatically during Pick Release , when the item was moved from the pick-from sub inventory to the staging sub inventory. Hence there is one line each for a negative and positive transaction from/to each sub inventory. The final shipment to the customer (sales order issue) is made from the staging sub inventory.


Tables effected in this transactions are:




Related posts:

Pick Release Sales Order

Pick release Sales Order

Once the order is scheduled and booked then we need to release the order to warehouse for shipping. To Release the sales Order Navigate to

Shipping –> Release Sales Orders –> Release Sales Orders

  • In the Order tab, enter your order number.
  • In some cases, you may need to remove the defaulted ‘To’ value for ‘Scheduled Ship Dates’ and ‘Requested Dates’ fields, if the order line you created has a future date for these fields. Pick release will only consider lines within the dates specified.


Go to the Inventory tab and enter the warehouse M1. Set the following value if it is not defaulted.
Auto Allocate = Yes.

Make sure to include a Warehouse, based on this the order lines available on the order will be filtered. Choose Auto Allocate as “Yes” such that the system will suggest from which sub inventory or locator the goods can be shipped.


Go to the Shipping tab. Set the following value if it is not defaulted.
Set Autocreate delivery to Yes, such that a shipper/Delivery is automatically created.Check Auto Pick Confirm box for accepting the suggestions given by system and staging the goods at staging subinventory. If you don’t want to use the suggestions made by the system then say Auto pick confirm as “No”. Then you need to go to Transact move order screen in Inventory and  modify the suggestions made by the system and thus manually pick confirm and Click on the Concurrent button.


Once the Concurrent Button is pressed

Pick Select tin List Generation, Pick Slip report, Shipping Exception Reports are run in the background.


Some times the even the Programs are kicked off from the background Process the Status of the Delivery will not be updated to Staged/Pick Confirmed. In such case we need to pick release the Order from Navigate to Shipping –> Transactions Form and Select the Delivery Detail and Launch Pick Release and then Go button.



The tables which are effected by entering these transactions are:



WSH_DELIVERY_ASSIGNMENTS apart from Material transactions Table.


We can also check the Pick Confirm activity by Navigate to Inventory –> Transact Move Orders Search the Sales order with order type, Order number and source as ‘ORDER ENTRY’ or by searching using the Picking batch number from the report.

After finding the Move order, click on view/update allocation to update the system generated inventory allocations. View the allocation done by the system. You can change the sub inventory and quantity and click on transact.View the status of the order line in Shipping transactions window. The status should be changed to Staged/Pick confirmed.



Related posts:

Order to Cash Cycle

Create Generic Sales Order

Navigate to Orders, Returns > Sales Orders and make sure the following information is entered. Now we can Notice that some of these fields (in addition to others), get defaulted based on  the Defaulting Rules setup.


Make sure the Ship To/Bill To Locations are defaulted in.
Order Type : Mixed
Price List : Corporate
Salesperson : No Sales Credit
and in Others tab
Payment Terms : N30
Warehouse : M1.

Go to the Line Items tab, and enter the following information as shown in the screen shot:

In the Pricing tab, notice that the Price List Corporate has defaulted from the Header, and that the List Price 100 is the price you set up in the price list. The Unit Selling Price is the same as the List Price in this example, but it will show a different value if there is a discount or surcharge applied to the list price. For example, if you apply a 10% discount modifier, the List Price will be 100 and the Selling Price will be 90. We can apply line price adjustments through the Actions Button which shows as an LOV. The modifier details like rate of adjustment,  adjusted amount and extended price will appear.


In the Shipping tab, notice that the Warehouse is M1. This is the warehouse from which the item will be shipped out to the customer.


Save the Order.
Now increase the on hand Quantity of the Item in M1 inventory Org by doing a Miscellaneous Transaction of Receipt type.

Change the Organization to M1 and Navigate to Transactions –> Miscellaneous Transaction



Once the Record is saved we can find a Material Transaction Entry is created as well and can be seen from Transactions –> Material Transaction. Pass the Item Number as the Parameter and Click on Find to view the transaction.


A transaction Entry would be found for the Miscellaneous Transaction Created.


Now navigate to the Sales Order and Query for the Order we have Created which is 66429.


Now Click on the button ‘Book Order’ in the header or lines.

Once the Order is Booked we should see a note saying Order has been booked. Notice the status of the order header has changed from Entered to ‘Booked’, and the status of the line (check the Status field in the Main tab of the lines) has changed from Entered to ‘Awaiting Shipping’.

Once the Order is Booked a soft reservation is created and records are inserted into MTL_DEMAND, MTL_RESERVATIONS, OE_ORDER_LINES_ALL, OE_ORDER_HEADERS_ALL.

Once the Order is Booked we can see the Order Status Changed to Booked and Line Status Changed to Awaiting Shipping.



At this is the point that a ‘delivery detail’ will be created in Shipping that is associated with this order line. As an optional step, you can check the following.
Navigate to Shipping > Transactions
Enter your order number and click on Find
In the Lines/LPNs tab, you should find the delivery detail with
Line Status = Ready to Release and Next Step = Pick Release, which we will do next.

You can get more information on the table/API details in the Scripts API/Interfaces Section.






Related posts:

Order to Cash Cycle

Generic Order to Cash Cycle

  • The Order to Cash flow is the complete process of entering an order into the system (Sales Order), delivery the good(s) (Shipping), and then producing the Invoice for the good(s) which are Ordered by the Customer.
  • The Post below provides guidance on steps to complete the Order to Cash Business Flow.
    It is intended to be generic and does not relate to a specific organization or industry.
  • The Order to Cash process is a critical process that can cause confusion regarding data dependencies between products, workflow status and the steps that need to be performed. This information gives you one place to find best practices and troubleshooting information to help reduce Order to Cash issues.
  • The purpose of this document is to provide an overall understanding and assistance with Setup, Process, Troubleshooting and Debugging the Order to Cash Business Process.
  • The end result will be a working Order to Cash Business Process.  The ability to take a Sales Order through the following phases: Entry, Booking, Shipping, and Invoice.


Showing the working steps through each phase and the areas of focus are:

  • Required Setups
  1. Create Customer
  2. Create Item
  3. Organization Overview
  4. Available Inventory
  5. Price List
  6. Defaulting Rules 
  • Create Order
  • Shipments
  1. Pick Release
  2. Ship Confirm
  3. Interface Trip Stop (ITS)
  • Invoice

NOTE:  This flow is for a shippable item.

Click on Below  Links for Details

Create a new customer

Create a new Item

Organization Overview

Create stock for item using Miscellaneous Receipt

Assign item to Price List

Defaulting Rules:

Defaulting rules determine the values that you want to get defaulted into a sales order to reduce the amount of information you need to enter manually. We can create and modify defaulting rules, in which case the Defaulting Generator concurrent program needs to be run.
In this testflow, however, we will only look at an existing seeded defaulting rule for the field Order Type. Based on that, we will set up a default value for the Order Type at the customer’s Invoice To location level.

Change the Responsibility to Order Management Super user (Vision Operations) Responsibility and Navigate to Setup > Rules > Defaulting.
Click on the Flashlight icon, and select the entity Order Header.
In the Attributes section, place the cursor on the line with Attribute = Order Type, and click on the Defaulting Rules button.

As per the Screen Shot below when entering a sales order, the Order Type will default to the value set up at the Invoice To, Ship To, and finally the Customer, wherever it is found first in that sequence.

Set up a default value for Order Type at the customer’s Invoice To level.

Navigate to Customers > Standard.

  • In the Find/Enter Customer screen, enter your customer name and click on Find.
  • In the next Match Results screen, make sure you place the cursor on the row with a value in the Customer Number field, and click on OK.
  • In the Addresses tab, place the cursor on the row for your address and click on Open.
  • In the Business Purpose tab, place the cursor on the row for the usage ‘Bill To’ and click on Open. This is the ‘Invoice To’ level we saw in the previous step.
  • Go to the Order Management tab, and enter the Order Type ‘Mixed’. Save.



Click on Below  Link for Details

Create Sales Order

When the Order is Created in the system EBS inserts data into Order headers and Order Lines. Once you enter the details and save the Order, Data is inserted into OE_ORDER_HEADERS_ALL with FLOW_STATUS_CODE = ENTERED, BOOKED_FLAG = N.

The line details goes and sits in OE_ORDER_LINES_ALL with FLOW_STATUS_CODE = ENTERED, BOOKED_FLAG = N, OPEN_FLAG = Y. One Order header can Have multiple lines with header_id as the reference column with headers.

After the Order is Booked the FLOW_STATUS_CODE on OE_ORDER_HEADERS_ALL changes to Booked from Entered and BOOKED_FLAG to Y.

  • The WSH_DELIVERY_DETAILS gets populated with DELIVERY_DETAIL_ID and RELEASED_STATUS ‘R’ ready to release, order Lines’s LINE_ID comes as SOURCE_LINE_ID.
  • The WSH_DELIVERY_ASSIGNMENTS gets populated as DELIVERY_ASSIGNMENT_ID is assigned for DELIVERY_DETAIL_ID present in WSH_DELIVERY_DETAILS, DELIVERY_ID remains blank till this stage.

In shipping transaction form order status remains “Ready to Release”. At the same time, Demand interface program runs in background and insert into inventory tables MTL_DEMAND, here LINE_ID come as a reference in DEMAND_SOURCE_LINE.

This step is required for doing reservations. SCHEDULE ORDER PROGRAM runs in the background and quantities are reserved. Once this program get successfully completed, the MTL_DEMAND and MTL_RESERVATIONS tables get updated. LINE_ID gets updated in DEMAND_SOURCE_LINE_ID in both the tables.

Click on Below  Link for Details

Pick Release

Pick Release is the process of putting reservation on on-hand quantity available in the inventory and pick them for particular sales order. Pick release can be done from ‘Release Sales Order’ form or ‘Pick release SRS’ program can be scheduled in background. In both of these cases all lines of the order gets pick released depending on the Picking rule used. If specific line needs to be pick release, it can be done from ‘Shipping Transaction form’. For this case Pick Release is done from ‘Release Sales Order’ form with Pick Confirm=NO.

After the Pick Release for the Order is done WSH_NEW_DELIVERIES a new record gets inserted with SOURCE_HEADER_ID= order header ID, STATUS_CODE=OP (Open).

  • WSH_DELIVERY_DETAILS gets updated with RELEASED_STATUS ‘S’ ‘submitted for release’.
  • MTL_TXN_REQUEST_HEADERS, MTL_TXN_REQUEST_LINES gets populated with Order Lines’s LINE_ID as TXN_SOURCE_LINE_ID Move order tables. Here request is generated to move item from Source (Stores) sub-inventory to staging sub-inventory.
  • MTL_MATERIAL_TRANSACTIONS_TEMP links to MTL_TXN_REQUEST_HEADERS and OE_ORDER_LINES_ALL tables through MOVE_ORDER_HEADER_ID and LINE_ID respectively. This table holds the record temporally.
  • MTL_SERIAL_NUMBERS_TEMP gets populated if item is serial controlled at receipt then record goes in this table.
  • MTL_SERIAL_NUMBERS (enter value in GROUP_MARK_ID )

In shipping transaction form order status remains “Released to Warehouse” and all the material still remains in source sub-inventory. We need to do Move Order Transaction for this order. Till this no material transaction has been posted to MTL_MATERIAL_TRANSACTIONS.

Note: If Reservation is not done then MTL_RESERVATIONS gets populated at this Step.

Pick Confirm/ Move Order Transaction:

Items are transferred from source sub-inventory to staging Sub-inventory. Here material transaction occurs.
Sales Order lines status is changed to ‘Picked’ and in the Shipping Transaction Form the status is shown as ‘Staged/Pick Confirmed’.

After the Transact Move Order is done MTL_MATERIAL_TRANSACTIONS_TEMP the Record gets deleted from here and gets posted to MTL_MATERIAL_TRANSACTIONS.
OE_ORDER_LINES_ALL gets updated with FLOW_STATUS_CODE updated to ‘PICKED’ from ‘Awaiting Shipping’.

  • MTL_MATERIAL_TRANSACTIONS gets populated with Order Lines LINE_ID as TXN_SOURCE_LINE_ID.
  • MTL_TRANSACTION_ACCOUNTS gets populated with Cogs Account which is setup at the Transaction type.
  • WSH_DELIVERY_DETAILS gets updated with RELEASED_STATUS as ‘Y’ (Released).
  • MTL_SERIAL_NUMBERS_TEMP a new record gets inserted after putting details for the item which are serial controlled at ‘Sales order issue’.
  • MTL_SERIAL_NUMBERS a new record gets inserted after putting details for the item which are serial controlled at ‘Sales order issue’.
  • This step can be eliminated if we set Pick Confirm=YES at the time of Pick Release (Which is Done in the Flow).

Click on Below  Link for Details

Ship Confirm

After Ship Confirm the items on the delivery gets shipped to customer at this stage.

  • OE_ORDER_LINES_ALL gets updated with FLOW_STATUS_CODE as ‘Shipped’ from Picked.
    WSH_DELIVERY_DETAILS gets updated with RELEASED_STATUS to ‘C’ (Shipped), SERIAL_NUMBER if quantity is ONE.
  • WSH_SERIAL_NUMBERS a new records gets inserted with the DELIVERY_DETAIL_ID reference, only in case of shipped quantity is two or more.
  • MTL_TRANSACTION_INTERFACE, MTL_MATERIAL_TRANSACTIONS are linked through Transaction source header id.
  • Data will be deleted from MTL_DEMAND, MTL_RESERVATIONS and Item deducted from MTL_ONHAND_QUANTITIES.
  • MTL_SERIAL_NUMBERS_TEMP the records gets deleted from this table.
  • MTL_SERIAL_NUMBERS records are updated with Serial number stauts to CURRENT_STATUS as 4 which is ‘Issued out of store’.

Click on Below  Link for Details

Create Invoice

When the work flow Background Process is run it picks those records and post it to RA_INTERFACE_LINES_ALL. This is also called Receivables interface, that mean information moved to accounting area for invoicing details. Invoicing workflow activity transfers shipped item information to Oracle Receivables. At the same time records also goes in the table RA_INTERFACE_SALESCREDITS_ALL which hold details of sales credit for the particular order.

After the Workflow background Process is run RA_INTERFACE_LINES_ALL (interface table into which the data is transferred from order management). Then Autoinvoice program imports data from this table which get affected into this stage are receivables base table. At the same time records gets inserted into RA_CUSTOMER_TRX_ALL gets inserted with TRX_NUMBER ia the invoice number with INTERFACE_HEADER_ATTRIBUTE1 as Sales Order Number.
RA_CUSTOMER_TRX_LINES_ALL gets populated with LINE_ATTRIBUTE_1 and LINE_ATTRIBUTE_6 are populated with Sales order number and order lines LINE_ID respectively.

After this the OE_ORDER_LINES_ALL gets updated with FLOW_STATUS_CODE to ‘Closed’ and OPEN_FLAG to ‘N’.

Please let us know if you have any Questions.

Related posts:

Issues releated to Back Order in Oracle OM

Any issue related to Back ordering will definitely fall 1 among these cases:

1. Check in Shipping Transaction Form, make sure the order still in “Ready to Release”.
2. There might be a lot of possibilities for this problem:

  • Order on hold
  • Do not have enough qty
  • Lot expired
  • Wrong reservation (even inventory have enough qty)
  • Inventory reserved for other orders.
  • Inventory picked up by other orders
  • Previously return to stock not done properly.

3. Case 1, check if the order is on hold. Check the order type in Shipping Transaction Form ® “Detail” ® “Source”.
4. There is another way to check the order type. That is go to WMS Control Board ® “Picking”.
5. Or go to OM Shipping View to see the order type.
6. Go to the correct “Sales Order View” instant accordingly by keying in the order# and order type.
7. Click on “Open Order” ® “Action” ® “Additional order info”.
8. Do the same for order level and line level.
9. Case 2 & 3, go to Material Workbench to check if the lot has expired or not having enough inventory for this order.
10. We can check if any lot is reserved for other order as well.
11. In Material Work Bench, go check for each lot in the physical locator by clicking on the “Attribute” button. (lot level reservation)
12. Alternatively, go to Shipping Transaction Form ® OM Shipping View, or go to “Lot Number” (Ctrl + L), click on Attribute column to check the SO reservation of the lot.
13. Compare the SO info with the order that are having problem.
14. Case 4, go “Reserve Supply” form (Ctrl + L) to check if the order is wrongly reserved.
15. Case 5, in the “Reserve Supply form, we can check if the qty is being picked up by other order as well. (order level reservation regardless of lot)
16. Also, can go to Material Workbench ® Availability, to check for the available to reserve.
17. Case 6, it might have high possibility the qty is taken up by order with different line, or other orders which have been auto launched.
18. If this is the case, must do backorder.
19. Go to Transact Move Order Form ® tab “Pick Wave” ® View/Update allocation ® Lot/Serial.
20. Click on the checkbox for order which need to be backordered, then go to Tool ® Back Order Line.
21. Case 7, ask the user if the order has done return to stock previously.
22. If yes, it might has high possibility that the return to stock not done properly.
23. Check the lot state, must be in “Resides in inventory”.
24. Check in Material Workbench to see if the lot is still packed with LPN or not.
25. Check also if the lot is in physical locator rather than logical locator.

Source for this post is from Oracle Forums.

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