ORDER MANAGEMENT FAQ

Base Tables Vs Interface Tables

Base Tables : OE_ORDER_HEADERS_ALL: Order Header Information
OE_ORDER_LINES_ALL: Items Information
OE_PRICE_ADJUSTMENTS: Discounts Information
OE_SALES_CREDITS: Sales Representative Credits.
Shipping Tables :WSH_NEW_DELIVERIES
WSH_DELIVERY_DETAILS
WSH_DELIVERY_ASSIGNMENTS
WSH_DELIVERIES
Interface Tables : OE_HEADERS_IFACE_ALL,
OE_LINES_IFACE_ALL
OE_PRICE_ADJS_IFACE_ALL,
OE_ACTIONS_IFACE_ALL
OE_CREDITS_IFACE_ALL (Order holds like credit check holds etc)
What is Order Import and What are the Setup's involved in Order Import?
A) Order Import is an open interface that consists of open interface tables and a set
of APIs. It imports New, updated, or changed sales orders from other applications
such as Legacy systems. Order Import features include validations, Defaulting,
Processing Constraints checks, Applying and releasing of order holds, scheduling of
shipments, then ultimately inserting, updating or deleting orders from the OM base
tables. Order management checks all the data during the import process to ensure
its validity with OM. Valid Transactions are then converted into orders with lines,
reservations ,price adjustments, and sales credits in the OM base tables.
B) Setups:
Setup every aspect of order management that we want to use with imported orders,
including customers, pricing, items, and bills.
Define and enable the order import sources using the order import source window.
3) the Order Cycle?
i) Enter the Sales Order
ii)Book the Sales Order(SO will not be processed until booked(Inventory
confirmation))
iii)Release sales order(Pickslip Report is generated and Deliveries are created)
(Deliveries details about the delivery. Belongs to shipping module (wsh_deliveries,
wsh_new_deliveries, wsh_delivery_assignments etc) they explain how many items
are being shipped and such details.
iv)Transaction Move Order (creates reservations determines the source and

transfers the inventory into the staging areas)

v)Launch Pick Release
vi)Ship Confirm (Shipping Documents(Pickslip report, Performa Invoice, Shipping
Lables))
4)Order to Cash Flow?
I. Enter the Sales Order
II.Book the Sales Order(SO will not be processed until booked(Inventory
confirmation))
III.Release sales order(Pickslip Report is generated and Deliveries are created)
(Deliveries details about the delivery. Belongs to shipping module (wsh_deliveries,
wsh_new_deliveries, wsh_delivery_assignments etc) they explain how many items
are being shipped and such details.
IV.Transaction Move Order (Selects the serial number of the product which has to
be moved/ shipped)
V. Launch Pick Release
VI.Ship Confirm (Shipping Documents(Pickslip report, Performa Invoice, Shipping
Lables))
VII. AutoInvoice (Creation of Invoice in Accounts Receivable Module)
VIII. Autolockbox ( Appling Receipts to Invoices In AR)
IX.Transfer to General Ledger ( Populates GL interface tables)
X. Journal Import ( Populates GL base tables)
XI.Posting ( Account Balances Updated).
5)What are the Process Constraints?
A. Process Constraints prevent users from adding updating, deleting, splitting lines
and canceling order or return information beyond certain points in the order cycle.
Oracle has provided certain process constraints which prevent data integrity
violations.
Process constraints are defined for entities and attributes. Entities include regions
on the sales order window such as order, line, order price adjustments, line price
adjustments, order sales credits and line sales credits. Attributes include individual
fields (of a particular entity) such as warehouse, shit to location, or agreement.
6) What are different types of Holds?
1)GSA(General Services Administration) Violation Hold(Ensures that specific
customers always get better pricing for example Govt. Customers)
2)Credit Checking Hold( Used for credit checking feature Ex: Credit Limit)
3)Configurator Validation Hold ( Cause: If we invalidate a configuration after
booking)
7)What is Document Sequence?
A) Document sequence is defined to automatically generate numbers for your orders
or returns as you enter them. Single / multiple document sequences can be defined
for different order types.
Document sequences can be defined as three types Automatic (Does not ensure that

the numbers are contiguous), Gapless (Ensures that the numbering is contiguous),
Manual Numbering. Order Management validates that the number specified is
unique for order type.
8) What are Defaulting Rules?
A) A defaulting rule is a value that OM automatically places in an order field of the
sales order window. Defaulting rules reduce the amount of information one must
enter. A defaulting rule is a collection of defaulting sources for objects and their
attributes.
It involves the following steps
Defaulting Conditions - Conditions for Defaulting
Sequence Priority for search
Source Entity ,Attribute, Value
Defaulting source/Value
10. When an order cannot be cancelled?
A) An order cannot be cancelled if,
It has been closed
It has already been cancelled
A work order is open for an ATO line
Any part of the line has been shipped or invoiced
Any return line has been returned or credited.
11. When an order cannot be deleted?
A) you cannot delete an order line until there is a need for recording reason.
12. What is order type?
A) An order type is the classification of order. It controls the order work flow
activity, order number sequence, credit check point and transaction type. Order
Type is associated to a work flow process which drives the processing of the order.
13. What are primary and secondary price lists?
A) Every order is associated to a price list as each item on the order ought to have a
price. A price list is contains basic list information and one or more pricing lines,
pricing attributes, qualifiers, and secondary price lists. The price list that is
primarily associated to an order is termed as Primary price list.
The pricing engine uses a Secondary Price list if it cannot determine the price of the
item ordered in the Primary price list.
14. What is pick slip? Types?
A) It is an internal shipping document that pickers use to locate items to ship for an
order.
Standard Pick Slip Each order will have its own pick slip with in each picking
batch.
Consolidated Pickslip Pick slip will have all the orders released in the each
picking batch.
15. What is packing slip?
A) It is an external shipping document that accompanies the shipment itemizing the
contents of the shipment.
16. What are picking rules?
A) Picking rules define the sources and prioritization of sub inventories, lots,

revisions and locators when the item is pick released by order management. They
are user defined set of rules to define the priorities order management must use
when picking items from finished goods inventory to ship to a customer.
17. Where do you find the order status column?
A) In the base tables, Order Status is maintained both at the header and line level.
The field that maintains the Order status is FLOW_STATUS_CODE. This field is
available in both the OE_ORDER_HEADERS_ALL and
OE_ORDER_LINES_ALL.
18. When the order import program is run it validates and the errors occurred can
be seen in?
A) Responsibility: Order Management Super User
Navigation: Order, Returns > Import Orders > Corrections
at 6:02 AM Posted by Unknown 0 comments

Wednesday, July 18, 2007

Purchasing Options
Navigation: Setup > Organizations > Purchasing Options
Screen: Purchasing Options
Requisition Import Group - By
This value determines how the system should group all those Requisitions lines
generated by Oracle Inventory based upon the Planning Mechanism. Group
requisition lines for each item on a separate requisition
Rate Type
The default rate type is used when the Purchasing Document is in Foreign
Currency. The user rate type will ask the user to enter the conversion rate vis--vis
the foreign currency.
Minimum Release Amount
Minimum Release Amount will determine the minimum amount for which a release
can be entered against an Agreement.
Taxable
No.
Price Break Type
Price Break indicates if the Vendor is offering any quantity discount. The Price
Break Type will determine the mechanism by which the system should sum up the
total Quantity so that the correct Price defaults from the Price Break.
Price Type
This value is used only for referential purpose. Fixed Price Type will indicate that
the Price reflected on the Purchase Order is a Fixed Price after negotiating the same
with the vendor.
Quote Warning Delay
Quote Warning Delay will determine the number of Days in Advance the system
should warn the user before the Quotation expiry date.

RFQ Required
RFQ Required indicates the Buyer that an RFQ was Required for this Requisition
before the same was converted into a Purchase Order.
Receipt Close Tolerance
PO Closes for receiving when 95% of the good is received.
Invoice Close Tolerance
No over Invoice Quantity Allowed i.e. the Invoice Quantity and the PO quantity
should always match.
Line Type
The default line type in all the Purchasing Documents.
Invoice Matching
Determines the type of Matching the system will subject the Invoice against the
source Purchase document.
Accrual
Accrue Expense Items
Determines when the Expense Items/Services will be Accrued.
Accrue Inventory Items
Inventory Accrual will be done Perpetually i.e. The system will accrue the liability
on receipt of Goods which are Stockable (Current Assets) in nature.
Expense AP Accrual Account
The default Expense AP Accrual Account.
Control
Price Tolerance
The Price Tolerance allowed when the Purchase Order Price differs from the Item
List Price as entered in the Item Master.
Enforce Price Tolerance
Determines whether the Price Tolerance should be enforced or not.
Enforce Full Lot Quantity
Not Applicable
Display Disposition Messages
Not Applicable
Receipt Close Point
This option determines when the system should close the Purchase Order close for
receiving.
Notify if Blanket PO Exists
The option determines whether the system should Notify you, In case you are buying
an Item on Standard Purchase Order though a Blanket Agreement exists for that
Item.
Cancel Requisitions
In case of a Purchasing Document being cancelled, how the system should treat the
associated Requisition. Should it cancel the Requisition optionally or overtime?
Allow Item Description Update
This control Attribute will determine whether the Item description can be updated
or not at the time of raising a Purchasing document.
Security Hierarchy
The Security Hierarchy determines the various positions, which will have access to

the various documents.

Enforce Buyer Name
This option will restrict the other buyer from accessing the documents belonging to
another Buyer.
Enforce Vendor Hold
If a Vendor has been put on hold in the Vendor Master, should the system stop you
from entering any Purchasing documents against that vendor?
Numbering
RFQ Number Entry
Numbering options determines the way the system should number the various
purchasing documents.
RFQ Number Type
-doRFQ Number Next Number
-doQuotation Number Entry
-doQuotation Number Type
-doQuotation Number Next Number
-doPO Number Entry
-doPO Number Type
-doPO Number Next Number
-doRequisition Number Entry
-doRequisition Number Type
-doRequisition Number Next Number
-doat 12:58 AM Posted by Unknown 0 comments
OM Flow and table level Information
Steps in Order Cycle:
1) Order Entry
2) Booking
3) Pick release : for this we have to go to
Shipping Responsibilty Release sales order
Here In this form , In the ORDER tab, we have to enter ORDER Number
And delete the Scheduled shipped Dates To & Requested Dates To.
In SHIPPING tab, set AUTO CREATE DELIVERY to YES. In INVENTORY tab

enter WAREHOUSE, set AUTO ALLOCATE to YES and AUTO PICK CONFIRM
to YES. IF we set AUTO PICK CONFIRM to NO, then We have to go for the
following steps
1. go to Inventory Resp
Move order Transact Move Order then it will ask for
warehouse information. Give the same name as before [M2]
In this form, In the HEADER tab, enter the BATCH
NUMBER of the order that is picked .Then Click FIND
Button. Click on VIEW/UPDATE Allocation, then
Click TRANSACT button. Then Transact button will be
deactivated then just close it and go to next step.
4) Shipping : For this we need to go to Shipping Transaction
Give the order Number, and click find
Then we can see the order status.
Then we have to click DELIVERY Tab Button, in the Action LOV
We have to choose, SHIP CONFIRM.
Then four concurrent program will run in the background.
Such As::
1.) INTERFACE TRIP Stop
2.) Commercial Invoice
3.) Packing Slip Report
4.) Bill of Lading
After this concurrent program will complete successfully, we have to run
One more WORKFLOW BACKGROUND PROGRAM.
If we dont want to ship all the items, that are PICKED, then we have to click
LINE/LPN tab , then click DETAIL button .
Now, in that form , in the SHIPPING field, we have to enter how Much quantity of
items, we want to ship . The rest remain quantity, that are Ordered will become
backorder quantity .
5) Interfacing with AR :
After WORKFLOW BACKGROUND PROGRAM
Concurrent program will complete successfully, we have to run
AUTO INVOICE MASTER PROGRAM from
RECEIVABLE RESPONSIBILTY. After this program
will complete successfully , we can the invoice details in
RECEIVALE TRANSACTIONS TRANSACTIONS. Here in
This Form, we have to give our order number in reference field
And query for the invoice details .Then we can see the invoice details.

Table Level Information:

==================
Order Entry

 At the header level a record gets inserted into the header table
OE_ORDER_HEADERS_ALL.
At the line level, record(s) get inserted into the Line table
OE_ORDER_LINES_ALL.
Order Booking
This will update FLOW_STATUS_CODE value in the table
OE_ORDER_HEADERS_ALL to BOOKED
The FLOW_STATUS_CODE in OE_ORDER_LINES_ALL will change to
AWAITING_SHIPPING.
Record(s) will be created into the table WSH_DELIVERY_DETAILS with
RELEASED_STATUS=R (Ready to Release)
OE_INTERFACED_FLAG=N (Not interfaced to OM)
INV_INTERFACED_FLAG=N (Not interfaced to Inv)
Record(s) will be created into WSH_DELIVERY_ASSIGNMENTS but with
DELIVERY_ID null.
Pick Release
-----------------IF Autocreate Delivery option = Yes THEN
) Create a record into the table WSH_NEW_DELIVERIES
) Update WSH_DELIVERY_ASSIGNMENTS with DELIVERY_ID, thus
) Update WSH_DELIVERY_DETAILS with RELEASED_STATUS=Y
Auto Invoicing
---------------------Before running Autoinvoice Program, record(s) will exist into the table
RA_INTERFACE_LINES_ALL with
INTERFACE_LINE_CONTEXT = ORDER ENTRY
INTERFACE_LINE_ATTRIBUTE1 = &Order_number
INTERFACE_LINE_ATTRIBUTE3 = &Delivery_id
SALES_ORDER = &Order_number
After running the Auto invoice Program for the order:
Records will be deleted from the table RA_INTERFACE_LINES_ALL and new
details will be created into the following RA transaction tables.
RA_CUSTOMER_TRX_ALL with
INTERFACE_HEADER_ATTRIBUTE1=&Order_number
RA_CUSTOMER_TRX_LINES_ALL with
INTERFACE_LINE_ATTRIBUTE1 = &Order_number
SALES_ORDER = &Order_number

OM Tables

Order Management Tables.

Entered
oe_order_headers_all 1 record created in header table
oe_order_lines_all Lines for particular records
oe_price_adjustments When discount gets applied
oe_order_price_attribs If line has price attributes then populated
oe_order_holds_all If any hold applied for order like credit check etc.
Booked
oe_order_headers_all Booked_flag=Y Order booked.
wsh_delivery_details Released_status Ready to release
Pick Released
wsh_delivery_details Released_status=Y Released to Warehouse (Line has been released
to Inventory for processing)
wsh_picking_batches After batch is created for pick release.
mtl_reservations This is only soft reservations. No physical movement of stock
Full Transaction
mtl_material_transactions No records in mtl_material_transactions
mtl_txn_request_headers
mtl_txn_request_lines
wsh_delivery_details Released to warehouse.
wsh_new_deliveries if Auto-Create is Yes then data populated.
wsh_delivery_assignments deliveries get assigned
Pick Confirmed
wsh_delivery_details Released_status=Y Hard Reservations. Picked the stock. Physical
movement of stock
Ship Confirmed
wsh_delivery_details Released_status=C Y To C:Shipped ;Delivery Note get printed
Delivery assigned to trip stopquantity will be decreased from staged
mtl_material_transactions On the ship confirm form, check Ship all box
wsh_new_deliveries If Defer Interface is checked I.e its deferred then OM & inventory
not updated. If Defer Interface is not checked.: Shipped
oe_order_lines_all Shipped_quantity get populated.
wsh_delivery_legs 1 leg is called as 1 trip.1 Pickup & drop up stop for each trip.
oe_order_headers_all If all the lines get shipped then only flag N

Autoinvoice
wsh_delivery_details Released_status=I Need to run workflow background process.
ra_interface_lines_all Data will be populated after wkfw process.
ra_customer_trx_all After running Autoinvoice Master Program for
ra_customer_trx_lines_all specific batch transaction tables get populated
Price Details
qp_list_headers_b To Get Item Price Details.
qp_list_lines
Items On Hand Qty
mtl_onhand_quantities TO check On Hand Qty Items.
Payment Terms
ra_terms Payment terms
AutoMatic Numbering System
ar_system_parametes_all you can chk Automactic Numbering is enabled/disabled.
Customer Information
hz_parties Get Customer information include name,contacts,Address and Phone
hz_party_sites
hz_locations
hz_cust_accounts
hz_cust_account_sites_all
hz_cust_site_uses_all
ra_customers
Document Sequence
fnd_document_sequences Document Sequence Numbers
fnd_doc_sequence_categories
fnd_doc_sequence_assignments
Default rules for Price List
oe_def_attr_def_rules Price List Default Rules
oe_def_attr_condns
ak_object_attributes
End User Details
csi_t_party_details To capture End user Details
Sales Credit Sales Credit Information(How much credit can get)
oe_sales_credits
Attaching Documents

fnd_attached_documents Attched Documents and Text information

fnd_documents_tl
fnd_documents_short_text
Blanket Sales Order
oe_blanket_headers_all Blanket Sales Order Information.
oe_blanket_lines_all
Processing Constraints
oe_pc_assignments Sales order Shipment schedule Processing Constratins
oe_pc_exclusions
Sales Order Holds
oe_hold_definitions Order Hold and Managing Details.
oe_hold_authorizations
oe_hold_sources_all
oe_order_holds_all
Hold Relaese
oe_hold_releases_all Hold released Sales Order.
Credit Chk Details
oe_credit_check_rules To get the Credit Check Againt Customer.
Cancel Orders
oe_order_lines_all Cancel Order Details