Oracle R12 OM Setups

Oracle Apps Manufacturing & Distribution
Author
Jagan Vidyala
Freelance Consultant and Corporate Trainer
ORACLE SCM / MFG / ASCP / EAM Suites
10 Yrs of experience in IT consulting in
addition to 18 Yrs of domain experience in
Inventory Mgmt, Manufacturing, Global
Procurement, Sales & Marketing and
execution of Turnkey Projects.
jvidyala@gmail.com +91-91774-77013
Order Management Overview
Shipping
Customer
Sales
Department
Inventory
Order
Invoice Order
OM Setups
Define Sales Order Flexfields
Define Payment Types
Define Payment Terms
Define Holds
Define Credit Check Rules
Define Shipping Priority
Define Agreement Types
Define Freight Terms
Define FOB Codes
Define Demand Classes
Define Order Import Sources
Define Customer Profile Classes
Define Price List
OM Setups
Define Customer Relationship
Define Sales Credit Types
Define Sales Persons
Define Release Sequence Rules
Define Pick Slip Grouping Rule
Define Pick Release Document Set
Define Shipping Document Set
Define Customer System Options
Define Container Load Details
Define Exceptions
Define Freight Carriers
Define Freight Cost Type
Inventory Setups
Define Shipping Parameters
Define Pick Slip
Define Containers
Define Vehicle
Price Application Method
Unit price: Inventory Items
Percent Price: Service Item
Block Price / Price Break: Recurring
Value to be applied
Formulas:
Static Formulas
Dynamic Formulas
Types of Prices for Price List
Unit price: A fixed price. (Items)
Percent Price: A price which is a percent of
the price of another item.(Service Item)
Formula: Multiple pricing entities and
constant values related by arithmetic
operators. For example, you define the
price of an item to be a percentage price
of another price list line.
Price Break: If the price of an item varies
with the quantity ordered, you can define
bracket pricing or price breaks. (Recurring
Value to be applied)
Qualifiers
A qualifier consists of qualifier lines
that define eligibility for a particular
price, discount, promotion, or
benefit.
Assign a qualifier grouping numbers
to qualifier lines to create AND &
OR conditions that define how the
pricing engine should evaluate the
qualifier lines.
Sales Order Types
Sales Order
Back Ordered
RMA
Drop Shipment
Trip Sales Order
Internal Sales Order
Back To Back Order
Inventory Organizations
Define inventory organizations (warehouses),
parameters, subinventories, and picking rules in
Oracle Inventory.
You must define at least one item validation
organization and at least one organization that
acts as an inventory source for orders fulfilled
internally. If you plan to drop ship some orders,
you must also define at least one logical
organization for receiving purposes. Your item
validation organization can be the same as your
inventory source or your logical receiving
organization, but you cannot use one organization
for all three purposes.
Container Load Details
Item Physical Attributes
25 Lbs, 2 CFT, Dim: 2x1x1 FT
Container Physical Attributes 10 Nos
250 Lbs, 20 CFT, 5x2x2
20FT Container
20000 Lbs, 1360 CFT, 20X8.5x8
16000 Lbs, 1280 CFT, 20x8x8
40 FT Trailer Vehicle = 2 x 20FT
Container
Basic Order Process Flow
Customer requests order
Enter order
Schedule
Release order
Ship product and update inventory
Invoice the customer
Complete
Book order
1
2
3
6
5
4
Sales Order - Setup
Setup of organization parameters.
Create a price list with the items you
created.
Create an order/transaction type,
which includes 2 line types one for
the line orders, second for line
returns, and assign both in an order
type.
Define a sequence, as how your order
documents numbers should come.
Sales Order - Setup
Assign this sequence to the order
type you are using and order number
comes from the order type
Define pick slip grouping rules and
pick release sequence rules.
Define shipping documents.
Assign pick slip grouping rules and
pick release sequence rules in the
shipping parameters.
Create Sales Order with the above.
Create Sales Order Steps
Orders, Returns > Sales Order
Select Customer, Ship-To Location,
Bill-To-Location, Order Type, Price
List, Warehouse, and Payment Terms
in Order Information.
Click on Lines Information, the order
will be saved and Order # will be
generated.
Enter Item and Qty, item availability
will be displayed in Availability
Window from warehouse.
Create Sales Order Steps
Orders, Returns > Sales Order
Save the Order, observe the Line and
Order header status as Entered.
Book the Sales Order by clicking on
Book Order button.
Observe the status change of Line to
Awaiting Shipping and Order header
to Booked.
Release Sales Order Steps
Shipping > Release Sales Orders > Release Sales Orders
Enter Order # and Warehouse name,
set Ship confirm to null from Auto
Ship in Shipping tab, click on
Concurrent will trigger Pick Slip
Generation Report
Observe Pick Slip Report has created.
In Pick Slip Report, observe Delivery
Order #, Move Order #, Pick Slip #,
and Pick Batch # generated.
Observe the status change in Line to
Picked.
Shipping Transaction Steps
Shipping > Transactions
Query Mgr > Enter Order# > Find
Lines/LPN tab > Details > enter order
Qty in shipped Qty field > Done
Delivery Tab > Select Ship Confirm in
Actions > Go
The Status of Line changes to
Shipped in Shipping Transaction form
Observe the Status change in Order
line to Shipped
Sales Order and Line Status
Run Workflow Background engine
from INV Res
Observe the Order line status change
to Closed
Order Header status changes at the
end of the period to closed
Back Ordered
When you do not fulfill the sales order,
or if the inventory is out of stock for
delivery to customer.
Back order is a status on the order line
or delivery line indicating that you
tried to release an order for picking in
the warehouse, but that pick release
was unsuccessful due to non-
availability of inventory.
Backorder can be partial or complete
Back Order steps
Follow the steps similar to Create
Sales Order for Entering, Booking and
Releasing Sales Order.
Lines/LPN tab > Details > enter
partial Qty in shipped Qty field >
Done
System will create backorder for the
remaining Qty
Delivery Tab > Select Ship Confirm in
Actions > Go
Back Order steps
The Status of Line changes to
Shipped in Shipping Transaction form
for partial quantity
line to Shipped
report from INV Responsibility
Observe order line status change to
Closed
Release Sales Order for Back Order
Qty, enter sales order # in Release
sales order form
Back Order steps
Create shipping transaction for
remaining qty.
Shipping line status changes to
shipped.
line to Shipped
report from INV Responsibility
Observe order line status change to
Closed
Order Header status changes to
Closed at the end of the period.
RMA
Return Material Authorization:
RMA is performed to accept the
material returned by Customers after
receiving the goods.
Reasons for RMA:
Defective or damaged material, Not
satisfactory, and wrong item received.
Types of RMA Orders
RMA Credit Order, with no receipt
RMA Credit Order, with receipt
RMA Credit Order with no receipt
Query the Sales Order to be copied
Enter RMA - Credit as Order Type,
enter reason for return.
Click on Copy
RMA Credit Order is Created
Enter Qty to be returned in the lines
Observe Line Type is Return-Credit
Only, No Receipt
Book RMA Sales Order
RMA Credit Order, with receipt
Query the Sales Order to be copied
Enter RMA credit Order with Receipt as
Order Type, enter reason for return
Click Copy
RMA Order is Created
Enter Qty to be returned in the lines
Observe Line Type as Return-Receipt
Book RMA Sales Order
INV > Transactions > Receipt > Enter
RMA Order # > Find > Receive Item.
Drop Shipment
A Drop Shipment occurs when a
customer order is sourced from and
delivered by a supplier.
Order Mgmt sends information to the
Purchasing to create the PO, and then
when the PO item is received (to indicate
the shipment from the supplier to your
customer), the order line is automatically
updated to indicate that it was fulfilled.
Drop Shipment
Customer A, orders item x from Org B
Org B, orders item x from Supplier C
C ships, the item x directly to A
B Invoices, A for the order
C Invoices, B for the order
Vendor Drop Ship or Combination Standard
with Drop Ship Order Flow
Drop Ship item Internally Sourced Item
Drop Ship: Yes or No?
Enter order
Close sales order
Create invoice
Schedule
Ship and update inventory
Send to Purchasing
Supplier ship confirmation
Drop Shipment - Steps
Define a Sales Order, with line source
as External.
Book the Sales Order
Line Status will be booked
Observe Workflow Status - Drop ship
Run Workflow Background Process
The line status will be Awaiting Receipt
Run Requisition Import process
Login to PO Responsibility
Observe Requisition # in Requisition
Summary / OM Line
Drop Shipment - Setup
While define the Item in Item Master,
enter values for the following item
attributes.
List Price
Lead Time
Order Source External
Internal Order - Enabled
Drop Shipment - Steps
Auto Create PO from Requisition
Approve the PO
Receive the Full quantity
Verify the line status in OM - Shipped
Sales Order > Actions > Addition Line
Information > Invoice/Credit Memo
Tab > Observe generated Invoice #
Line Status will be Closed
Run Auto Invoice Master Program to
move Invoice to Receivable Interface
Internal Sales Order (ISO)
Procurement of material from an
internal org through Internal
Requisition and Internal Sales
Order.
Internal Order Flow
Inventory
Expense
Pick Release
Import or reschedule
requisitions
Create internal
sales order
Manually
create
Requestor Demand
Approve requisition
Order entry
Schedule order
Ship confirm
Intransit
Receive
Inventory Expense Direct
Create Item in Item Master PO Item.
Enable Internal Ordered in Order
Mgmt tab of Item Master.
Assign Item to M1 & M2.
In M2 Org Item, define General
Planning tab parameters.
Select Planning Method as Min-Max,
enter Min-Max Qty and Order Qty
Select Source as Inventory and select
M1 as Source Org.
Define Shipping Network between M1
& M2
Create Min-Max Planning Report.
Verify the Reorder Qty is created.
Switch Res to Purchasing
Run Requisition Import Report
Observe Requisition # from Requisition
Summary.
Approve the Requisition.
Run Create Internal Order Report
Switch Res to Order Mgmt
N> Orders, Returns > Import Orders >
Order Import Request
Enter Parameter details
Order Source = Internal
Click on Order Reference, will map
Internal Requisition # by default.
Submit the report
Add the item in Corporate Price List
Query the Order Information from
Order Organizer with current date.
Change the Price List in the header.
Dont disturb line item quantity.
In line change pricelist and enter price.
Observe > Order Information >
Others tab, Order Source = Internal
and Order Source Reference = Internal
Requisition #
Release Sales Order
Ship Confirm Sales Order
Close the line and Order
Trip Sales Order
Multi-Customers and Multi-Locations
delivery Sales Order.
Create sales orders for three different
customers and different locations
Book all the three sales orders
Release all the three sales orders
Create deliveries for three sales orders
Plan arrival & departure time for each
delivery
Trip Sales Order
AutoCreate trip for final destination
Assign trip to other deliveries
Ship Confirm the trip
Run Workflow Background Engine
Observe order line status change.
Close the Order
Back To Back Order
B2B the source will be internal but the
item will be procured after the order is
received or demand is made.
In this case, material is taken from
inventory.
One PO is tied to one sales order
Comparison
B2B vs. Drop Shipment
In B2B the source will be internal
but the item would be procured
after the order is created or after
the demand is made.
In Drop Ship orders, material is
directly shipped to the customer
from the supplier. Thus, inventory is
not affected. In this case, only
logical receiving is done. But in the
case of B2B orders, material is
issued from inventory.
Comparison
B2B vs. Drop Shipment
In Drop Ship the source will be
external
Drop Ship orders may have many
Purchase Orders connected to them.
In Back-to-Back orders one PO is tied
to one Sales Order.
Back To Back Order
Customer A, orders item x from Org B
Org B, orders item x from Supplier C
C ships, the item x to B
Org B takes item x in to inventory
B ships the item x to Customer A
B Invoices, A for the order
C Invoices, B for the order
Weight-Volume Load Balancing
Sales Order
Define Item, and enter Physical
Attributes for Item.
Define Container-A for Item, enter
Physical Attributes (Box)
Define 20/40 container for the
container A
Define Vehicle for 20/40 container
Define Container Load Details to
establish relationship between item,
container and vehicle.
Weight-Volume Load Balancing
Sales Order
Book Sales Order
Release Sales Order
Ship Confirm Sales Order
Run Workflow Background Engine
Observe status change in order line
Order Header status changes during
period end.
Intercompany Cycle
R12 New Features
Creating Orders in Contact Center
Credit Card Encryption
Credit Card Security Code
Customer Acceptance
Exception Management Enhancements
Improved Order Management, Install Base,
and Service Contracts Integration
Inventory Convergence
Mass Scheduling
Multi-Organization Access Control
Order Information Enhancements
Partial Period Revenue Recognition
R12 New Features
Payment Due with Order (Pay Now Pay Later)
Recurring Charges
Sales Contracts Workbench
Scheduling ATO Items without BOM
Telecom Service Orders with Equipment
Terminology Changes
Vertex Updates

Oracle R12 OM Setups

Transféré par

Informations du document

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

Oracle R12 OM Setups

Transféré par

Droits d'auteur :

Formats disponibles

Oracle Apps Manufacturing & Distribution

Vous aimerez peut-être aussi