Category Archives: Oracle Apps

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.

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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).

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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

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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.

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Tables effected in this transactions are:

WSH_NEW_DELIVERIES, WSH_DELIVERY_DETAILS, WSH_DELIVERY_LEGS, WSH_TRIPS and WSH_TRIP_STOPS.

 

 

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.

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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.

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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.

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Once the Concurrent Button is pressed

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

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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.

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The tables which are effected by entering these transactions are:

WSH_PICKING_BATCHES

WSH_NEW_DELIVERIES

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.

The tables Effected are MTL_TXN_REQUEST_HEADERS and MTL_TXN_REQUEST_LINES.

 

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.

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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.

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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.

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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

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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.

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

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

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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.

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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.

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Assign item to Price List

Assign item to and existing Price List

Before adding the Item to the price list make sure the following Profile Options are set as below:

Change the Responsibility to System Administrator and Navigate to Profile –> System Profile and Search for QP: Source System Code

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The QP: Source System Code at user level should be set to Oracle Pricing as the Oracle Pricing Manager or Equivalent Responsibility can modify the existing Price List.

Navigate to Profile –> System Profile and Search for QP: Pricing Transaction Entity. We can very well use the Search criteria for Modifying from the Profile Options Form.

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QP: Pricing Transaction Entity should be set to Order Fulfillment.

Navigate to Profile –> System Profile and Search for QP: Security Control

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QP: Security Control at site level should be OFF so that user can change the Price list or add the item to the existing Price List.

1. Navigate to Oracle Pricing Manager, Vision Operations à Price Lists > Price List Setup. You could create a new price list, but in this testflow, we will assign your item to an existing price list ‘Corporate’.
Query the price list ‘Corporate’.

2. Move the cursor to the List Lines section, and add a new line using Ctrl + Down Arrow on your keyboard, or by going to File > New. Enter the following information :
Product Context : Item
Product Attribute : Item Number
Product Value : AOAOTC1
Value : 100
The rest of the required fields should default in.

Let us add our item AOAOTC1 to existing price list Corporate and add a valid Price to the item.

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Let us enter the Price as 100.

Issuing Miscellaneous Receipt

Create stock for item using Miscellaneous Receipt

Navigate to Inventory > Transactions > Miscellaneous Transaction, and enter the following information:
Type : Miscellaneous receipt
Click on the Transaction Lines button

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Save the Record after entering the Quantity:

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Check the On Hand Quantity by Navigating to Inventory –> On-hand, Availability –> On-hand Quantity :

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Check the Availability:

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