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Oracle Advisor Webcast Program

Current schedule
Archived recordings Doc ID 740966.1

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Future Advisor Webcasts

Upcoming Webcasts

Advanced Catch-Weight with WMS October 23rd, 2013 at 1 pm ET, 12 pm CT, 10 AM PT See Note 1583954.1

For Today's Webcast, We suggest you review and bookmark the following KM Document in My Oracle Support: Note:1279531.1 How To Process Drop Shipments For Standard Items [Video] Join us for Upcoming Logistics and Master Data Management Community Webcasts. For complete details on all upcoming Oracle Advisor Webcast Events, please review: Document 740966.1, Oracle Advisor Webcast Schedule in MOS

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Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

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Oracle Advisor Webcast

Inventory Drop Shipments
Jean-Claude Nguyen, James Spaith, Steve Cooper, Veena Raina and Binh Nguyen

Objectives
To provide general overview of Drop Shipment Process To demonstrate Drop Shipment Process for Standard Items To provide basic understanding of the data flow from Order
Management and Purchasing into Inventory To discuss table mapping for those modules or products affected To provide basic troubleshooting techniques for Drop Shipment orders stuck in MTL_TRANSACTIONS_INTERFACE and other tables To discuss on a high level some of the diagnostics used by Oracle Inventory Support to troubleshoot stuck Drop Shipment orders, and to understand the process
6 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Agenda
In this presentation we will discuss the following topics:
General Overview of Drop Shipments Basic Requirements Demo For Drop Shipment Process Drop Shipment Data Flow Drop Shipment Table Mapping Recommended Diagnostics for Troubleshooting

References and Additional Information

Q&A

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General Overview Of Drop Shipment Process

Drop shipping functionality enables you to take an order from your customer and fulfill it directly from your suppliers site. Order Management enables you to enter drop ship sales orders and lines for standard, model and kit, and configured items, although you currently cannot perform a drop shipment for Ship Model Complete (SMC) PTOs.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

General Overview Of Drop Shipment Process

You can receive orders for items that you do not stock or for which you lack sufficient inventory, and have a supplier provide the items directly to your customer. The benefits of drop shipping include:

No inventory is required Reduced order fulfillment processing costs Reduced flow times Elimination of losses on non-sellable goods Elimination of packing and shipping costs Reduced inventory space requirements Reduced shipping time to your customer Enables you to offer a variety of products to your customers
9 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

General Overview Of Drop Shipment Process

When processing drop shipments for orders, you can:

Optionally receive an electronically processed Advanced Shipping

Notices (ASN)

Automatically perform logical receipts upon notification of shipment Perform Drop Ship for both make and buy items, and automatically
default the source type of External for order lines which need to be drop shipped

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General Overview Of Drop Shipment Process

The supply and demand details for drop ship orders are not visible to Oracle Planning applications. Therefore, it is recommended that you associate separate logical (dummy) organization for shipping drop ship orders; the logical organization should not be included in your planning processes.

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General Overview Of Drop Shipment Process

Its not uncommon to see companies use drop ship items in normal inventory organizations. This is fine as long as the company is not using MRP or Min-Max. The reason for this is because Min-Max and MRP are designed to consider all supply as expected increases in on- hand quantity while in actuality, supply tied to drop ship orders will increase the on-hand quantity and then the on-hand quantity will immediately be decremented for the quantity received.

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General Overview Of Drop Shipment Process

Since this false supply can throw MRP and Min-max off for the quantities listed on drop ship purchase orders, its recommended that drop ship inventory organizations are created entirely separate from non-drop ship inventory organizations. The Order Management Users Guide mentions that drop ship organizations should be logical inventory organizations; which can be translated to say drop ship orders should only be conducted in drop ship inventory organizations.

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Demo For Drop Shipment Process for Standard Items

Basic Item setup and required profiles Drop Shipment Order Flow
1. 2. 3. 4. 5. 6. 7.

Enter an order for drop ship item Book the order Run Requisition Import Create a purchase order from the requisition Approve the purchase order Receive against the PO and create Sales Order Issue Demonstrate some common problems and troubleshooting techniques

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Live Demo

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Drop Ship Flow Diagram for Items Note 1279531.1

1 PO_REQUISITION_HEADERS_ALL REQUISTION_HEADER_ID (PK) SEGMENT1 (Requisition Number) PO_REQUISITION_LINES_ALL REQUSITION_LINE_ID (PK) REQUISITION_HEADER_ID OE_DROP_SHIP_SOURCES DROP_SHIP_SOURCE_ID (PK) HEADER_ID LINE_ID REQUISITION_HEADER_ID REQUISITION_LINE_ID 5 The data flow for the inventory transaction manager/worker can be found in Note 74477.1

LEGEND User/Action

OEXOEORD.fmb Sales Orders Create/Book Source Type = External

Form
Sales Order Issue Inventory Transaction Manager INCTCM Inventory Transaction Worker INCTCW

OE_ORDER_HEADERS_ALL HEADER_ID (PK) ORDER_NUMBER

RCVRCERC.fmb Purchase Order Receipt RCVOLTM RVCTP or RTP

Button

Package
RCV_TRANSACTIONS TRANSACTION_ID (PK) OE_ORDER_HEADERS_ALL HEADER_ID (PK) OE_ORDER_LINES_ALL LINE_ID (PK) MTL_TRANSACTIONS_INTERFACE TRANSACTION_INTERFACE_ID (PK) MTL_MATERIAL_TRANSACTION_TE MP TRANSACTION_TEMP_D (PK) MTL_MATERIAL_TRANSACTIONS TRANSACTION_ID (PK) MTL_RESERVATIONS RESERVATIONID (PK) MTL_ONHAND_QUANTITIES_DETAIL INVENTORY_ITEM_ID ORGANIZATION_ID SUBINVENTORY_CODE

OE_ORDER_LINES_ALL LINE_ID (PK) HEADER_ID 4

Table

RCV_SHIPMENT_HEADERS_ALL SHIPMENT_HEADER_ID (PK) RECEIPT_NUM RCV_SHIPMENT_LINES_ALL SHIPMENT_LINE_ID(PK) SHIPMENT_HEADER_ID PO_LINES_ALL PO_LINE_ID (PK)

POXBWVRP.fmb Auto Create Purchase Order POXPOEPO.fmb Approve Purchase Order

Annotation

Work Flow Background Process FNDWFBG wfengs.pls & wfengb.pls

PO_HEADERS_ALL PO_HEADER_ID (PK) SEGMENT1 (PO Number) PO_LINES_ALL PO_LINE_ID (PK) PO_HEADER_ID

1 to Many Relationship

PO_DISTRIBUTIONS_ALL PO_DISTRIBUTION_ID (PK) PO_LINE_ID MTL_SUPPLY PO_HEADER_ID PO_LINE_ID MTL_MATERIAL_TRANSACTIONS TRANSACTION_ID

1 to 1 Relationship

PO_DISTRIBUTIONS_ALL PO_DISTRIBUTION_ID (PK) PO_LINE_ID OE_DROP_SHIP_SOURCES DROP_SHIP_SOURCE_ID (PK) HEADER_ID LINE_ID PO_HEADER_ID PO_LINE_ID MTL_SUPPLY PO_HEADER_ID PO_LINE_ID

Data Flow

Requisition Import REQIMPORT pocirm.oc & pocis.opc Create Release PORELGEN porgcon.sql 16 Copyright 2013, Oracle and/or its affiliates. All rights reserved.

MTL_RESERVATIONS RESERVATIONS_ID (PK)

Drop Ship Flow Table Mapping for Items

OE_ORDER_HEADERS_ALL HEADER_ID (PK) ORDER_NUMBER SHIP_FROM_ORG_ID

PO_REQUISITION_HEADERS_ALL REQUISITION_HEADER_ID (PK) SEGMENT1 (Requisition Number)

RCV_TRANSACTIONS TRANSACTION_ID (PK) PO_HEADER_ID PO_LINE_ID SHIPMENT_HEADER_ID SHIPMENT_LINE_ID

MTL_SYSTEM_ITEMS_B INVENTORY_ITEM_ID (PK) ORGANIZATION_ID (PK)

MTL_SALES_ORDERS SALES_ORDER_ID (PK) SEGMENT1 (SO Number)

MTL_TRANSACTIONS_INTERFACE TRANSACTION_INTERFACE_ID (PK) INVENTORY_ITEM_ID ORGANIZATION_ID SUBINVENTORY_CODE TRANSACTION_TYPE_ID = 33 TRANSACTION_SOURCE_ID (MTL_SALES_ORDERS.SALES_ORDER_ID) TRX_SOURCE_LINE_ID (OE_ORDER_LINES_ALL.LINE_ID) SOURCE_LINE_ID (OE_ORDER_LINES_ALL.LINE_ID) TRANSACTION_REFERENCE (OE_ORDER_HEADERS_ALL.HEADER_ID)

OE_ORDER_LINES_ALL LINE_ID (PK) HEADER_ID ORDERED_ITEM_ID SOURCE_TYPE_CODE = EXTERNAL

PO_REQUISITION_LINES_ALL REQUISITION_LINE_ID (PK) REQUISITION_HEADER_ID ITEM_ID DROP_SHIP_FLAG = Y

RCV_SHIPMENT_HEADERS_ALL SHIPMENT_HEADER_ID (PK) RECEIPT_NUM

MTL_SUPPLY PO_HEADER_ID PO_LINE_ID ITEM_ID

OE_PRICE_ADJUSTMENTS PRICE_ADJUSTMENT_ID (PK) HEADER_ID LINE_ID

PO_HEADERS_ALL PO_HEADER_ID (PK) SEGMENT1 (PO Number)

RCV_SHIPMENT_LINES_ALL SHIPMENT_LINE_ID (PK) SHIPMENT_HEADER_ID PO_HEADER_ID PO_LINE_ID ITEM_ID PO_DISTRIBUTION_ID

MTL_RESERVATIONS RESERVATION_ID (PK) INVENTORY_ITEM_ID DEMAND_SOURCE_HEADER_ID (OE_ORDER_HEADERS_ALL.HEAD ER_ID) DEMAND_SOURCE_LINE_ID (OE_ORDER_LINES_ALL.LINE_ID)

MTL_MATERIAL_TRANSACTIONS_TEMP TRANSACTION_TEMP_ID (PK) INVENTORY_ITEM_ID ORGANIZATION_ID SUBINVENTORY_CODE TRANSACTION_TYPE_ID = 33 TRANSACTION_SOURCE_ID (MTL_SALES_ORDERS.SALES_ORDER_ID) TRX_SOURCE_LINE_ID (OE_ORDER_LINES_ALL.LINE_ID) SOURCE_LINE_ID (OE_ORDER_LINES_ALL.LINE_ID) TRANSACTION_REFERENCE (OE_ORDER_HEADERS_ALL.HEADER_ID)

OE_DROP_SHIP_SOURCES DROP_SHIP_SOURCE_ID (PK) HEADER_ID LINE_ID REQUISITION_HEADER_ID REQUISITION_LINE_ID PO_HEADER_ID PO_LINE_ID

PO_LINES_ALL PO_LINE_ID (PK) PO_HEADER_ID ITEM_ID

MTL_PARAMETERS ORGANIZATION_ID (PK) ORGANIZATION_CODE

PO_DISTRIBUTIONS_ALL PO_DISTRIBUTION_ID (PK) PO_HEADER_ID PO_LINE_ID

MTL_ONHAND_QUANTITIES_DETAIL INVENTORY_ITEM_ID ORGANIZATION_ID SUBINVENTORY_CODE

MTL_MATERIAL_TRANSACTIONS TRANSACTION_ID (PK) INVENTORY_ITEM_ID ORGANIZATION_ID SUBINVENTORY_CODE TRANSACTION_SOURCE_ID (PO_HEADERS_ALL.PO_HEADER_ID MTL_SALES_ORDERS.SALES_ORDER_ID) TRX_SOURCE_LINE_ID (OE_ORDER_LINES_ALL.LINE_ID) RCV_TRANSACTION_ID (RCV_TRANSACTIONS.TRANSACTION_ID) SOURCE_LINE_ID (OE_ORDER_LINES_ALL.LINE_ID RCV_TRANSACTIONS.TRANSACTION_ID) TRANSACTION_REFERENCE (OE_ORDER_HEADERS_ALL.HEADER_ID)

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Drop Ship Flow Related Files

File
OEXOERD.fmb: Order Entry Form wfengs.pls: Work Flow Engine Package Spec wfengb.pls: Work Flow Engine Package Body pocirm.oc: Wrapper for Req Import Concurrent program pocis.opc: Functions to validate Req Import Lines POXBWVRP.fmb: Autocreate Purchase Order POXPOEPO.fmb: Approve Purchase Order RCVRCERC.fmb: Purchase Receiving Form rcvoltm.oc: Transaction Manager Wrapper for rvtbmctrl() rvctp.oc: Concurrent Program Wrapper for rvtmain() inctcm.ppc: Inventory Transaction Manager
BaseTransaction.java

Command To Obtain File Versions

strings a $AU_TOP/forms/US/OEXOEORD.fmb| grep i $Header strings a $FND_TOP/patch/115/sql/wfengs.pls | grep i $Header strings a $FND_TOP/patch/115/sql/wfengb.pls | grep i $Header strings a $PO_TOP/lib/pocirm.o | grep i $Header strings a $PO_TOP/lib/pocis.o | grep i $Header strings a $AU_TOP/forms/US/POXBWVRP.fmb | grep i $Header strings a $AU_TOP/forms/US/POXPOPOE.fmb | grep i $Header strings a $AU_TOP/forms/US/RCVRCERC.fmb | grep i $Header strings a $PO_TOP/lib/rcvoltm.o | grep i $Header strings a $PO_TOP/lib/rvctp.o | grep i $Header strings a $INV_TOP/lib/inctcm.o | grep i $Header
execute fnd_aolj_util.getClassVersionfromDB('oracle.apps.inv.transaction.server.BaseTransaction'); execute fnd_aolj_util.getClassVersionfromDB('oracle.apps.inv.transaction.server.QtyManager'); execute fnd_aolj_util.getClassVersionfromDB('oracle.apps.inv.transaction.server.TrxProcessor);

QtyManager.java

TrxProcessor.java

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DIAGNOSTICS and Troubleshooting

Note 133464.1: HTMOMSE Sales Order Diagnostic Script

Dropship Diagnostics - Application Diagnostics/PO product selection

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Analysis of HTMOMSE at different stages of Drop ship

Entered status
Flow code is set to 'Entered'& Open flag is set to 'Y' in

OE_ORDER_HEADERS.

Flow code is set to 'Entered', The Open flag is 'Y', Visible demand flag is 'N' & Shipping interfaced is set to 'N in OE_ORDER_LINES.

Booked
After booking need to run workflow background process in order to

progress the workflow.

Flow code is set to 'Booked'; the Booked flag is set to 'Y' in

OE_ORDER_LINES.

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Analysis of HTMOMSE at different stages of Drop ship

Requisition import

Drop Ship ID, Purchase requisition header ID & purchase requisition line ID is populated in OE_DROP_SHIP_SOURCES. requisition type gets populated in PO_REQUSITION_HEADERS_ALL.

Purchase requisition header ID, Drop Ship ID, Source code,

Requisition header ID, Requisition line ID, document type & quantity

gets populated in PO_REQUISITION_LINES_ALL.

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Analysis of HTMOMSE at different stages of Drop ship

Auto create Purchase order

Visible demand flag is set to 'Y in OE_ORDER_LINES. Purchase order header ID & Purchase order Line ID gets populated

in OE_DROP_SHIP_SOURCES.
Purchase order Header ID and Purchase order number gets

populated in PO_HEADERS_ALL.
Purchase order header ID, Purchase order Line ID & quantity gets

populated in PO_LINES.

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Analysis of HTMOMSE at different stages of Drop ship

Approve purchase order
Item Type is populated with 'PO APPRV' in PO_HEADERS_ALL. Supply type, Purchase order Header ID, Quantity gets populated in

MTL_SUPPLY.
Receipt
Ship line ID, Ship line status, Receiving quantity & Shipping quantity gets

populated in RCV_SHIPMENT_LINES.
Transaction ID, Transaction Type is populated with 'Receive' Interface

source gets populated & Inspection status set to 'Not inspected' in RCV_TRANSCATION.

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Analysis of HTMOMSE at different stages of Drop ship

Inspection
Additional record with Transaction type as 'Accept' & Inspection Status as

'Inspected' gets populated in RCV_TRANSCATION.

Receipt with Sub inventory information
Flow code has changed to 'Shipped', Shipping & Shipped Quantity are populated in
OE_ORDER_LINES.

Quantity delivered is populated in PO_REQUISITION_LINES_ALL.

Additional record with Transaction type as 'Deliver' & Inspection Status as 'Inspected' gets populated in RCV_TRANSCATION. Sales order issue record gets inserted in to MTL_MATERIAL_TRASACTIONS.

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Analysis of HTMOMSE at Different Stages of Drop Ship

Fulfilled Open flag is set-to 'N', Visible demand flag is set to

'N',Fulfilled quantity, Invoiced quantity gets populated & Invoice interface flag is set to 'Y' in OE_ORDER_LINES. Quantity & Ordered quantity gets populated in RA_INTERFACE_LINES.

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References
Note 1279531.1 : How to Process Drop shipments

Note 837777.1: FAQ: Troubleshooting Cross-Product Issues Between Shipping and Inventory
Note 863761.1: FAQ: Troubleshooting Stuck Pick Release and Shipping Transactions Note 133464.1: HTMOMSE11i.sql Sales Order Diagnostic Script

Note 430528.1: How to Use the HTMomse11i.sql output To Resolve Pending Sales and Move Order Txns
Note 113742.1: Drop Ship Troubleshooting Note 168083.1: Simple Drop Shipment Flow Note 205474.1: Enter/Book a Drop Shipment Order Note 290432.1: How to Create a Debug File in Shipping Execution Note 566616.1: How to Diagnose Issues Related to the Drop Shipment Process and the Interface Between

Order Management and Purchasing

Note 1553975.1: How To Build Link Between Sales Order And Purchase Order In Case Of Drop shipments
Note 565862.1: Getting Error For Serialized At Sales Order Issue Item Drop Shipment

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FAQ/Common Issues
Note 110258.1 OM-DROP: Drop Ship FAQ

Note 99886.1 OM-DROP: Drop Shipments FAQ

Note 225434.1 FAQ: Drop Ship Purchase Orders Note 393688.1 How To Cancel a Drop Ship Order Line

Note 272154.1 FAQ: Sales Order Processing within Inventory / Drop Ship Transactions Hung up In

Transaction Open Interface

Note 829165.1 How is drop_ship_flag implemented in release 11.5.10 Note 286996.1 How to Automatically Generate Receipts for Drop Shipments with Advanced Shipment

Notices (ASN's)
Note 566616.1 How to Diagnose Issues Related to the Drop Shipment Process and the Interface Between

Order Management and Purchasing ?

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FAQ/Common Issues
Note 133464.1 HTMOMSE Sales Order Diagnostic Script

The purpose of this script is to collect information related to a sales order, its shipment lines and workflow status.
Note 463673.1 R12.0.[3-4] : Oracle Order Management Sales Order Setup Test

This test gives a comprehensive analysis of transaction data for a sales order in Order Management.
Note 463574.1 R12.0.[3-4] : Inventory Transaction Diagnostic Scripts Transaction Data Test

This test case provides the details of the material transactions depending on the user selected parameters.
Note 463602.1 R12.0.[3-4] : Inventory Item Data Collection Setup Test

This test case provides the item information for a particular item.
Note 463636.1 R12.0.[3-4] : Inventory Purchase Orders Data Collection Test

This diagnostic test provides details of a Purchase Order and transactions done against the purchase order.

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Questions & Answers

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Top Articles and Community Links

Communities
https://communities.oracle.com/portal/server.

pt/community/support/219

Followup Community Thread Communities -> Logistics -> Logistics Featured Discussions and look for posting on Inventory Drop Shipments.

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Learn More
Available References and Resources to Get Proactive
About Oracle Support Best Practices www.oracle.com/goto/proactivesupport

Get Proactive in My Oracle Support https://support. oracle.com | Doc ID: 432.1

Get Proactive Blog https://blogs.oracle.com/getproactive/ Ask the Get Proactive Team get-proactive_ww@oracle.com

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Next Webcast
Advanced Catch-Weight with WMS
Oct 23rd, 2013 at 1 pm ET, 12 pm CT, 10 am PT See Note 1583954.1

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THANK YOU

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