Adv Fulfillment

Oracle SCM Cloud: Advanced
Supply Chain and Fulfillment

Techniques
Activity Guide
D96217GC10
Edition 1.0 | July 2016 | DXXXXXX
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Table of Contents
Practices for Lesson 1: Course Introduction.................................................................................................1-1

Practices for Lesson 1: Overview ...................................................................................................................1-2
Practices for Lesson 2: Advanced Supply Chain and Fulfillment Techniques Overview ..........................2-1
Practices for Lesson 3: Supply Chain Orchestration Overview...................................................................3-1

Practices for Lesson 4: Key Setups in Supply Chain Orchestration ...........................................................4-1

Practice 4-1: Perform Supply Chain Orchestration Setup Tasks in Fusion Setup and Maintenance .............4-2
Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration ......................................5-1
Demonstration 5-1: Navigate the Supply Chain Orchestration Work Area .....................................................5-2
Practice 5-1: Navigate the Supply Chain Orchestration Work Area ...............................................................5-5
Practices for Lesson 6: Back-to-Back Supply Creation and Fulfillment: Overview ...................................6-1
Practices for Lesson 7: Set Up Back-to-Back Supply Creation and Fulfillment: Section 1 .......................7-1
Practice 7-1: Perform End-to-End Fulfillment of a Back-to-Back Order Part 1 ...............................................7-2
Practices for Lesson 8: Set Up Back-to-Back Supply Creation and Fulfillment: Section 2 .......................8-1
Practice 8-1: Perform End-to-End Fulfillment of a Back-to-Back Order Part 2 ...............................................8-2
Practices for Lesson 9: Back-to-Back Supply Creation and Fulfillment: Change Management ...............9-1
Demonstration 9-1: Demand-Side Change to a Back-to-Back Order .............................................................9-2
Demonstration 9-2: Supply-Side Change to a Back-to-Back Order................................................................9-5
Practices for Lesson 10: Overview of Drop Ship ..........................................................................................10-1

Practices for Lesson 10: Overview .................................................................................................................10-2
Practices for Lesson 11: Drop Ship Setup .....................................................................................................11-1

Practices for Lesson 12: Drop Ship Execution..............................................................................................12-1

Demonstration: 12-1: Perform a Simple Drop Shipment ................................................................................12-2
Practice 12-1: Perform a Simple Drop Shipment............................................................................................12-6
Practices for Lesson 13: Drop Ship Change Management ...........................................................................13-1

Demonstration 13-1: Drop Ship Change Management ..................................................................................13-2
Practices for Lesson 14: Overview of Internal Material Transfers (IMT) .....................................................14-1
Practices for Lesson 15: Internal Material Transfer Management ...............................................................15-1

Demonstration 15-1: Review Transfer Order, Shipments, and Receipts ........................................................15-2
Practice 15-1: Review Transfer Order, Shipments, and Receipts ..................................................................15-4
Demonstration 15-2: Review Supply Orchestration Workbench.....................................................................15-7
Practice 15-2: Review Supply Orchestration Workbench ...............................................................................15-9
Demonstration 15-3: Review Internal Material Transfer Setup .......................................................................15-11
Practice 15-3: Review Interorganization Parameter Setup .............................................................................15-13
Copyright 2016, Oracle and/or its affiliates. All rights reserved.
Oracle SCM Cloud: Advanced Supply Chain and Fulfillment Techniques Table of Contents
iii
Practices for Lesson 16: Internal Material Transfer Returns........................................................................16-1
Demonstration 16-1: View Physical and Accounting Return Information .......................................................16-2
Practices for Lesson 17: Internal Material Transfer Advanced Concepts ...................................................17-1
Demonstration 17-1: Review Transfer Price and Tax on Transfer Order .......................................................17-2
Practices for Lesson 18: Overview of Consigned Inventory from Supplier ................................................18-1
Practices for Lesson 19: Purchasing Consigned Inventory .........................................................................19-1

Demonstration 19-1: Review Consignment Agreement, Consignment Terms,
and Purchase Order Life Cycle ......................................................................................................................19-2
Practices for Lesson 20: Consigned Inventory Management ......................................................................20-1

Demonstration 20-1: Review Consigned Inventory On-Hand Balances,
Review Consigned Inventory Aging, and Create Transfer to Owned Transaction..........................................20-2
Demonstration 20-2: Create Inventory Consumption Rule .............................................................................20-4
Practices for Lesson 21: Consigned Inventory Supplier Collaboration ......................................................21-1

Demonstration 21-1: Review Consigned Inventory Supplier Collaboration ....................................................21-2
Practices for Lesson 22: Consigned Inventory Payables Matching ............................................................22-1

Practices for Lesson 23: Contract Manufacturing Solution: Overview .......................................................23-1

Practices for Lesson 24: Contract Manufacturing Solution: Application Setup Part 1 ..............................24-1
Practice 24-1: Navigate Through the Inventory Organization Parameters Page ............................................24-2
Practice 24-2: Review Item Attribute Settings in Product Information Management (PIM).............................24-3
Practice 24-3: Review the ATP and Sourcing Rules for Contract Manufacturing ...........................................24-5
Practice 24-4: Review Supplier Association to Inventory Organization in Supply Network Model .................24-7
Practices for Lesson 25: Contract Manufacturing Solution: Application Setup Part 2 ..............................25-1
Demonstration 25-1: Create Item Transaction Default ...................................................................................25-2
Practice 25-1: Review Purchase Agreement and Attached Work Definition Document .................................25-3
Practice 25-2: Review Supplier Setup in Procurement...................................................................................25-5
Practices for Lesson 26: Contract Manufacturing Solution: Back-to-Back Flow .......................................26-1
Practice 26-1: Create Sales Order and Review Supply Details ......................................................................26-2
Practice 26-2: Record Production Progress, Complete Manufacturing, and Check Inventory .......................26-4
Practice 26-3: Ship to Customer and Close Supply Order .............................................................................26-6
Practices for Lesson 27: Contract Manufacturing Solution: Plan-to-Produce Flow ..................................27-1
Practices for Lesson 28: Contract Manufacturing Solution: Change Management ...................................28-1
Practice 28-1: Execute Demand-Side Change to a Contract Manufacturing Order........................................28-2
Practice 28-2: Execute Supply-Side Change to a Contract Manufacturing Order ..........................................28-5
Oracle SCM Cloud: Advanced Supply Chain and Fulfillment Techniques Table of Contents
iv
Practices for Lesson 1:
Course Introduction
Chapter 1
Practices for Lesson 1: Course Introduction

Chapter 1 - Page 1
Practices for Lesson 1: Overview
There are no practices for this lesson.
Practices for Lesson 1: Course Introduction

Chapter 1 - Page 2
Advanced Supply Chain and
Fulfillment Techniques
Overview
Chapter 2
Practices for Lesson 2: Advanced Supply Chain and Fulfillment Techniques Overview
Chapter 2 - Page 1
Practices for Lesson 2: Advanced Supply Chain and Fulfillment Techniques Overview
Chapter 2 - Page 2
Supply Chain Orchestration
Overview
Chapter 3
Practices for Lesson 3: Supply Chain Orchestration Overview

Chapter 3 - Page 1
Practices for Lesson 3: Supply Chain Orchestration Overview

Chapter 3 - Page 2
Practices for Lesson 4: Key
Setups in Supply Chain
Orchestration
Chapter 4
Practices for Lesson 4: Key Setups in Supply Chain Orchestration

Chapter 4 - Page 1
Practice 4-1: Perform Supply Chain Orchestration Setup Tasks in
Fusion Setup and Maintenance
Overview
In this practice, you will learn to setup the ESS schedule for Supply Chain Orchestration.
Prerequisites
None
User Login: scmXX.student (XX is the student number assigned to you)
Steps
Navigate to Schedule Processes

1. In the Navigator, under Tools, click Scheduled Processes.
2. On the Overview page, click Schedule New Process.
3. In the Schedule New Process dialog box, select Job as process type.
4. In the Name field, select Search in the drop down list.
5. In the Name field, enter Process Supply Chain Orchestration Interface and click Search.
6. Select the Process Supply Chain Orchestration Interface row and click OK.
7. In the Process Details dialog box, select any supply request systems. The ESS picks up
the supply requests that originate from the selected systems.
8. Click Advanced.
9. On the Schedule tab, select any schedule option, and click Submit.
Practice Complete
You have added planning parameters to an orchestration process definition.
Practices for Lesson 4: Key Setups in Supply Chain Orchestration

Chapter 4 - Page 2
Tracking Supply Orders in
Supply Chain Orchestration
Chapter 5
Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration

Chapter 5 - Page 1
Demonstration 5-1: Navigate the Supply Chain Orchestration Work
Area
Overview
This demonstration shows you how to navigate through the work area of Supply Chain
Orchestration.
Prerequisites
None
User Login: scm00.Instructor
Summary of Tasks
View the Supply Lines Overview page
View the Manage Supply Lines Page
View the Supply Order Details Page
View the Execution Documents Tab
Steps

1. In the Navigator, click Supply Orchestration. This displays the Supply Lines Overview
page which presents a summary of all supply lines.
2. The Overview table has a summary and a set of analytics reports. The summary table has
the following attributes:
Field Value
Supply Type Mode of supply creation. Values are Make, Buy, Transfer, and
ATP. ATP means that on-hand supply is being reserved.
Source Source of the supply. In case of Buy, it is the supplier. In case of
Transfer, it is the warehouse that is shipping the supply to the
destination warehouse. In cases of Make and ATP, the
destination and source warehouses are the same.
Destination Warehouse in which the supply is needed to fill the customer
order.
Item Item for which the supply is being created.
Item category Category of the item.
Description Item description.
Errors Number of lines on which errors have been recorded.
Exceptions Number of lines on which exceptions have been recorded.
Jeopardy Number of lines that are at risk of being delayed.
On track Number of lines that are on track.

Chapter 5 - Page 2
3. Click a number in the exception column. If there is no exception, select Manage Supply
Lines from the Tasks panel tab. The Manage Supply Lines page opens that displays the
details of the supply lines. By default, it displays the supply lines in exception. You can
search for supply lines using other search criteria. The page shows each supply line and its
attributes. The table below describes a subset of the available attributes.
Field Value
Message Type and Errors, exceptions, or jeopardy messages.
Message
Supply Order Number SCO header number to which this line belongs. This
is the SCO supply order.
Document Number Execution document (WO, PO, or TO) attached to the
line.
Supply Type Make, Buy, or Transfer.
Line Status Current state of the line.
4. On the Manage Supply Lines page, you can select a line and select the Mark as Inactive
or Resubmit options. You can also search for specific lines based on filter criteria on the
page.
5. Click the supply order number field to open the Supply Order Details page.

6. Click the SCO Supply Order field to navigate to the SCO Supply Order. This page displays
the context of the supply (360o view) and the details of the progress made. It contains the
header information and lines of the SCO supply order.
7. Specific components of this page provide the information summarized below as well as
other information:
Field Value
Line number The work breakdown structure of the supply order.
Lines with first-degree nomenclature (1, 2, 10, 100, etc)
represent the request that was received by SCO from
requesting sources. Lines with second-degree nomenclature
(1.1, 1.2, etc) represent the supplies created to fill the requests,
such as in Line 1. The first-degree lines are called Supply
Lines and the second-degree lines are called supply-tracking
lines.
Requested Quantity required on the line.

Quantity
Fulfilled Quantity Quantity of supply that is created on the line and made
available for sales order fulfillment in the destination
warehouse.
Orchestration Displays that a manufacturing work order has been
successfully created, and a work order has been reserved

Chapter 5 - Page 3
Plan tab against the demand. The work order is completed before sales
order fulfillment can happen.
Execution All execution documents (PO, WO, TO) associated with the
Documents tab selected supply tracking line.
Make tab Details of Make orders associated with the supply tracking line.
Buy tab Details of Buy orders associated with the supply tracking line.
Transfer tab Details of Transfer orders associated with the supply tracking
line.

8. Click the Execution Documents tab. The Execution Documents tab displays the
documents associated with the tracking line. In this case, they are a manufacturing work
order and the Reservation. The work order is a hyperlink that takes the user to the Work
Order page in the Manufacturing cloud.
9. Click on the work order document number hyperlink to navigate to the Work Order page in
a read-only mode. On the page, you can review the work order progress, operations,
associated reservations, and the history of the work order.
Demonstration Complete
You have navigated the Supply Chain Orchestration work area.

Chapter 5 - Page 4
Practice 5-1: Navigate the Supply Chain Orchestration Work Area
Overview
This demonstration shows you how to navigate through the work area of Supply Chain
Orchestration.
Prerequisites
None
Summary of Tasks
Steps

1. In the Navigator, click Supply Orchestration. This displays the Supply Lines Overview
page which presents a summary of all supply lines.
2. The Overview table has a summary and a set of analytics reports. The summary table has
the following attributes:
Field Value
Supply Type Mode of supply creation. Values are Make, Buy, Transfer, and
ATP. ATP means that on-hand supply is being reserved.
Source Source of the supply. In case of Buy, it is the supplier. In case of
Transfer, it is the warehouse that is shipping the supply to the
destination warehouse. In cases of Make and ATP, the
destination and source warehouses are the same.
Destination Warehouse in which the supply is needed to fill the customer
order.
Item Item for which the supply is being created.
Item category Category of the item.
Description Item description.
Errors Number of lines on which errors have been recorded.
Exceptions Number of lines on which exceptions have been recorded.
Jeopardy Number of lines that are at risk of being delayed.
On track Number of lines that are on track.

Chapter 5 - Page 5
3. Click a number in the exception column. If there is no exception, select Manage Supply
Lines from the Tasks panel tab. The Manage Supply Lines page opens that displays the
details of the supply lines. By default, it displays the supply lines in exception. You can
search for supply lines using other search criteria. The page shows each supply line and its
attributes. The table below describes a subset of the available attributes.
Field Value
Message Type and Errors, exceptions, or jeopardy messages.
Message
Supply Order Number SCO header number to which this line belongs. This
is the SCO supply order.
Document Number Execution document (WO, PO, or TO) attached to the
line.
Supply Type Make, Buy, or Transfer.
Line Status Current state of the line.
4. On the Manage Supply Lines page, you can select a line and select the Mark as Inactive
or Resubmit options. You can also search for specific lines based on filter criteria on the
page.
5. Click the supply order number field to open the Supply Order Details page.

6. Click the SCO Supply Order field to navigate to the SCO Supply Order. This page displays
the context of the supply (360o view) and the details of the progress made. It contains the
header information and lines of the SCO supply order.
7. Specific components of this page provide the information summarized below as well as
other information:
Field Value
Line number The work breakdown structure of the supply order.
Lines with first-degree nomenclature (1, 2, 10, 100, etc)
represent the request that was received by SCO from
requesting sources. Lines with second-degree nomenclature
(1.1, 1.2, etc) represent the supplies created to fill the requests,
such as in Line 1. The first-degree lines are called Supply
Lines and the second-degree lines are called supply-tracking
lines.
Requested Quantity required on the line.

Quantity
Fulfilled Quantity Quantity of supply that is created on the line and made
available for sales order fulfillment in the destination
warehouse.
Orchestration Displays that a manufacturing work order has been
successfully created, and a work order has been reserved

Chapter 5 - Page 6
Plan tab against the demand. The work order is completed before sales
order fulfillment can happen.
Execution All execution documents (PO, WO, TO) associated with the
Documents tab selected supply tracking line.
Make tab Details of Make orders associated with the supply tracking line.
Buy tab Details of Buy orders associated with the supply tracking line.
Transfer tab Details of Transfer orders associated with the supply tracking
line.

8. Click the Execution Documents tab. The Execution Documents tab displays the
documents associated with the tracking line. In this case, they are a manufacturing work
order and the Reservation. The work order is a hyperlink that takes the user to the Work
Order page in the Manufacturing cloud.
9. Click on the work order document number hyperlink to navigate to the Work Order page in
a read-only mode. On the page, you can review the work order progress, operations,
associated reservations, and the history of the work order.
Practice Complete
You have navigated the Supply Chain Orchestration work area.

Chapter 5 - Page 7

Chapter 5 - Page 8
Practices for Lesson 6: Back-
to-Back Supply Creation and
Fulfillment: Overview
Chapter 6
Practices for Lesson 6: Back-to-Back Supply Creation and Fulfillment: Overview

Chapter 6 - Page 1
Practices for Lesson 6: Back-to-Back Supply Creation and Fulfillment: Overview

Chapter 6 - Page 2
Practices for Lesson 7: Set
Up Back-to-Back Supply
Creation and Fulfillment:
Section 1
Chapter 7
Practices for Lesson 7: Set Up Back-to-Back Supply Creation and Fulfillment: Section 1
Chapter 7 - Page 1
Practice 7-1: Perform End-to-End Fulfillment of a Back-to-Back Order
Part 1
Overview
This practice session focuses on the initial stages in the back-to-back supply creation and
fulfillment process, that is from sales order creation in Oracle Fusion Order Management until
the point where a supply order has been created in Oracle Fusion Supply Chain Orchestration
and can be reviewed in the Supply Chain Orchestration work bench.
Prerequisites
None
Data and setup prerequisites:
Ordered item has been set up for back-to-back fulfillment; that is the Back-to-Back
Enabled check box is selected for the item in the fulfillment organization from the
Manage Items page in the Oracle Fusion Product Information Management (PIM)
application.
Order Promising rules (both Available to Promise (ATP) Rules and Sourcing Rules)
have been defined for the item to support back-to-back fulfillment.
Blanket Purchase Agreement has been defined in Procurement to automate creation of
the Purchase Order from Purchase Requisition.
Note: Completion of this activity is required for the activity in the next chapter.
Summary of Tasks
Navigate to Order Management
Create Order
Release Planning Recommendations
Navigate to Supply Orchestration and View Purchasing Documents
Steps
In this practice exercise you will create and schedule a back-to-back sales order and then
review the supply order and supply documents that are created.

1. In the Navigator, click Order Management.
Create Order
2. Click Create Order. The Create Order page opens.
Chapter 7 - Page 2
3. In the Create Order page, enter the following values:
Customer Information Value
Customer Computer Service and Rentals
Business Unit US1 Business Unit
Bill-to-Customer Computer Service and Rentals
Note: On selecting a customer name, the order header attributes are automatically applied
and display in the UI.
4. In the Order Lines section, use the Select Item field to search for and select the item
CM6755020. The item details display in the page.
5. Enter item quantity as 10. Click Add.
6. Select the Shipment Details icon, select the General tab, and enter the following values:
Field Value
Ship-to-Contact Evelyn Duncan
Requested Date Select a date four days later than the
current date
7. Select the Supply tab, and enter the following values:

Field Value
Warehouse 003 Chicago
8. Click Save.
9. Click Submit to initiate processing of the back-to-back order. Note the source order number
displayed in the order header.
10. Click Actions and select Switch to Fulfillment View to view the order fulfillment
processing information.
11. Select the Fulfillment Lines tab to review assigned Orchestration Process Number,
Orchestration Process Number, Status, and Scheduled Ship Date.

Before the supply order can be (automatically) created, Planning must release the associated
recommendations. These next steps are needed in a testing environment where the service is
not running on a periodic basis. Your instructor will run this service once each student has
created a sales order.
Please wait for your instructor to release the planning recommendations before moving
to the next section of the practice
For reference, below are the steps to run the program manually.
12. Open the Navigator and select Scheduled Processes under Tools.
13. Click the Schedule New Process button.
14. In the Name field, search for and select Release Planning Recommendations and click
OK.
15. Click OK.
16. Click Submit to start the process as no other parameters need to be set and click OK to
confirm.
17. Click Close.
Chapter 7 - Page 3
18. Use the Refresh button to refresh the screen until your job is complete.
19. Open the Navigator and select Order Management.
20. Search for your order number that was noted earlier.
21. From the Actions menu, select Switch to Fulfillment View.

22. Click the Fulfillment Lines tab. Then, click the Supply Details tab in the Attributes section.
The Supply Details tab shows the supply order number and supply status.
23. Note down the supply order number. It will be used in the practice for the next chapter.
24. Click the Supply Order Number link to view the supply order details.
25. Click the supply tracking line 1.1 and click the Orchestration Plan tab under Line Details.
Note that the purchase requisition order has already been created.
Practice Complete
You have created a back-to-back supply order and purchase requisition in response to a
customer sale.
Chapter 7 - Page 4
Practices for Lesson 8: Set
Up Back-to-Back Supply
Creation and Fulfillment:
Section 2
Chapter 8
Chapter 8 - Page 1
Practice 8-1: Perform End-to-End Fulfillment of a Back-to-Back Order
Part 2
Overview
In this practice exercise, you will use the back-to-back sales order and associated supply order
created in the previous practice exercise and complete the fulfillment steps.
Prerequisites
None
Data and setup assumptions:
This is a continuation of the previous practice 7-1. The sales order, supply order, and
purchase order created in the previous practice exercise are used here.
Summary of Tasks
Navigate to Warehouse Operations, Review Reservation, and Receive Purchase Order
Review Supply Creation Progress
Navigate to Warehouse Operations and Ship Order
Steps

2. Search for your order number. The order details display.
4. Select the Fulfillment Lines tab.
5. In the Attributes section, select the Supply Details tab.
6. In the Supply Line Information region, review the change in the Status. The status should
be Awaiting Shipping.
7. In the Back-to-Back region, click the Supply Order Number link to drill down to the supply
order. The Supply Order Details page opens.
8. In the Supply Lines region, select a supply tracking line to view orchestration plan details.
Review the updated progress of additional tasks.
9. Select the supply tracking line 1.1 to view its orchestration plan details in the Line Details
region. Note that the purchase order is already created, and is reserved against the
customer order.
10. Click the Execution Documents tab in the Line Details region to view all supply
documents for line 1.1. Supply documents, such as Purchase requisition, Purchase order,
and reservation are created.
11. Click the Buy tab in the Line Details region.
12. Note the Document Number value for the Purchase order. This purchase order will be
processed to fulfill the customer order.
13. Click Done to return to the Manage Orders page.
Chapter 8 - Page 2
Navigate to Warehouse Operations, Review Reservation, and Receive Purchase Order
14. In the Navigator, under Warehouse Operations, click Inventory.
15. In the Select Organization dialog box that opens, select 003 in the Organization field.
16. Click the Tasks panel tab, and select Manage Reservations and Picks.
17. In the Manage Reservations and Picks page, enter following search criteria and click
Search.
Field Value
Organization 003 Chicago
Demand Document Type Sales order
Demand Document Number <back-to-back sales order number>
18. In the search results, drill down to the sales order number and review the reservation that
exists against the sales order.
19. In the Navigator, click Receipts under Warehouse Operations.
20. Click the Search icon, enter the following search criteria, and click Search.
Field Value
Document Type Purchase order
Document Number <purchase order number>
21. In the search results, select the line, click the Receive button.
22. Select the line.
23. Select stores in Subinventory and enter the PO quantity 10 being received, and then click
the Create Receipt button.
24. Click Submit on the Create Receipt page, and click OK on the confirmation message.
25. Click Done.
Review Supply Creation Progress

27. Search for your order number. A page opens that displays order details.
28. Select Switch to Fulfillment View from the Actions menu.
29. Select the Supply Details tab in the Attributes section of the Fulfillment Lines tab.
30. Review the change in Supply Status. The status should now be Goods available.
However, note that it may vary according to the availability of goods.
31. Click the Supply Order Number link to drill down to the supply order. Review the changes
in the status of the supply line and supply tracking line.
32. Select the supply tracking line 1.1, to view the orchestration plan details. Review the
progress of additional tasks (Purchase Requisition, Purchase Order, Reservation, Put
Away, etc.).
Navigate to Warehouse Operations and Ship Order

33. In the Navigator, click Shipments under Warehouse Operations.
34. Click the Search task, select Lines, and search using your sales order number.
35. Select Pick Release from the Actions menu, and click OK to confirm the action.
36. Click Save to refresh the screen until a shipment value is available.
37. Click Autocreate Shipment.
Chapter 8 - Page 3
38. Click the shipment link.
39. Click Ship Confirm.
40. Click Save to refresh the screen until the shipment status is Closed.
42. Search for your order number, and note the status of the order line.
43. From the Actions menu, select Switch to Fulfillment View to view fulfillment processing
information.
44. Select the Supply Details tab in the Attributes region of the Fulfillment Lines tab.
Practice Complete
You have completed the end-to-end fulfillment of a back-to-back order.
Chapter 8 - Page 4
Practices for Lesson 9: Back-
to-Back Supply Creation and
Fulfillment: Change
Management
Chapter 9
Practices for Lesson 9: Back-to-Back Supply Creation and Fulfillment: Change Management
Chapter 9 - Page 1
Demonstration 9-1: Demand-Side Change to a Back-to-Back Order
Background
This demonstration is based on a scenario where the customer decides to request early delivery
of a back-to-back sales order, leading to a change order. Change management capabilities of
the back-to-back supply creation and fulfillment process will automatically handle the change.
Prerequisites
None
Item has been set up for Back-to-Back fulfillment. The Back-to-Back enabled check
box for the item in the fulfillment organization is selected from the Manage Items UI in
Oracle Fusion Product Information Management (PIM).
Order Promising rules (Available to Promise (ATP) and Sourcing rules) have been
defined for the item to support back-to-back fulfillment.
Blanket Purchase Agreement has been defined in Oracle Fusion Procurement to
automate creation of the Purchase Order from Purchase Requisition.
Summary of Tasks
Create Order
Navigate to Scheduled Processes and release planning recommendations
Navigate to Supply Orchestration and view purchasing documents
Create an order revision
Steps
Create Order
2. Click Create Order.
3. In the Create Order page, enter the following values:
Customer Information Value
Customer Computer Service and Rentals
Business Unit US1 Business Unit
Bill-to-Customer Computer Service and Rentals
Note: On selecting a customer name, the order header attributes are automatically applied
and display in the UI
4. Type CM6755020 into the Item field to search for the item.
5. Enter item quantity 10 and click Add.
6. Click the Shipment Details icon.
7. Click General.
Chapter 9 - Page 2
8. Select a Requested Date six days later than the current date using the Select Date and
Time icon.
9. Click Save.
10. Click Submit to initiate processing of the back-to-back order.
Note: Record the order number displayed on the screen. For example, Order: Computer
Service and Rentals XXXXX - Processing

Before the supply order can be (automatically) updated with the demand-side change, Planning
must release supply recommendations that were generated during order scheduling. These
steps are only needed in an environment where the Enterprise Schedule Service (ESS) job is
not scheduled to run on a regular basis.
11. In the Navigator, click Scheduled Processes.
12. Click Schedule New Process.
13. Open the Name drop-down list and click Search.
14. In the Name field, enter Release Planning and click Search.
15. Select Release Planning Recommendations and click OK. The Process Details dialog
box is displayed.
16. Since this ESS job has no parameters, click Submit to launch the ESS job.
17. Click OK and Close.
19. In the Navigator, click Order Management to return to Order Management.
20. Search for your order number.

22. Click the Fulfillment Lines tab and the Supply Details sub tab in the Attributes section.
The Supply Details sub tab shows the supply order number and supply status.
24. Click on the supply tracking line to view the orchestration plan details. Note that the
purchase requisition has been created.
25. Refresh the page until the purchase order is created and the PO number is displayed. Note
the purchase order number. This will be used in the next demonstration.
26. Click Done to return to the previous order page.
Create an order revision

27. From the Order page, select Create Revision from the Actions menu.
28. Click the Shipment Details tab.
29. Click the orange arrow icon on the order line detail and select Override Order Line.
30. Change the Requested Date to three days earlier than the original requested date.
31. Click OK and then click the Submit button. Click Yes on the warning.
32. Click OK on the change confirmation message.
33. Click Actions and select Switch to Fulfillment View to view details of the fulfillment line.
34. Click the Fulfillment Lines tab and the Supply Details sub tab to review the (updated)
requested ship date.
Chapter 9 - Page 3
Before the supply order can be (automatically) updated with the demand-side change, Planning
must release the updated supply recommendations that were generated during order
scheduling. These steps are needed in an environment where the Enterprise Schedule Service
(ESS) job is not scheduled to run on a regular basis.
37. Open the Name drop-down list and click Search.
38. In the Name field, enter Release Planning and click Search.
39. Select Release Planning Recommendations and click OK. The Process Details dialog
box is displayed.
40. Click OK and Close.
41. Since this ESS job has no parameters, click Submit to launch the ESS job.
45. From the Action menu, select Switch to Fulfillment View.

46. Select the Supply Details tab in the Attributes section. The Supply Details tab shows the
supply order number and supply status.
47. Click the Supply Order Number link to view the supply order details. Verify that the date
on the supply tracking line has been updated based on the requested date change.
48. Click the supply tracking line to view the orchestration plan details.
49. Click the Buy tab in the Line Details region.
50. Click the arrow next to the purchase requisition number to view the requisition details.
51. Click the arrow next to the purchase order number to view the purchase order details.
52. Click Done.
You have processed a demand-side change using the Back-to-Back Buy flow.
Chapter 9 - Page 4
Demonstration 9-2: Supply-Side Change to a Back-to-Back Order
Background
This demonstration is based on a scenario where the supplier cannot provide the full ordered
quantity on the early delivery date. The buyer updates the purchase order with a reduced
quantity. Change management capabilities of the back-to-back supply creation and fulfillment
process will automatically handle the change.
Prerequisites
A sales order has been submitted and updated with an early delivery date. The supply
document (a purchase order) has been created.
The sales order from the previous demo should be used. Purchase order is still open
(purchase order has not been received).
User Login: scm00.Instructor, Calvin.Roth
Summary of Tasks
Change Purchase Order Quantity
Receive Purchase Orders (Optional)
Steps
Change Purchase Order Quantity

Please note that the supplier can log into the Supplier Portal and reduce the purchase order
quantity. For the purposes of this demonstration, the buyer will make the change on behalf of
the supplier. For this first step, log in as the buyer, Calvin Roth.
1. In the Navigator, select Purchasing from the Procurement.
2. Select Manage Orders from the task list and search for the purchase order created in the
earlier demonstration.
3. From the Manage Orders page, click the Order Number link to view the purchase order.
4. Select Edit from the Actions menu. Click Yes on the warning message.
5. Type a description of the change (quantity reduction) in the Description field and scroll to
the Lines region.
6. Reduce the quantity from 10 to 7 in the Quantity field and click the Submit button.
7. Click OK on the confirmation message.
8. Sign out as Calvin Roth.

9. Log in as scm00.Instructor.
12. Note the Status of the order line and the Scheduled Ship Date.
13. Click Action and select Switch to Fulfillment View to see fulfillment processing
information.
Chapter 9 - Page 5
14. Click the Fulfillment Lines tab.
15. Select the Supply Details tab in the Attributes section at the bottom of the page.
17. Select Supply Tracking Line 1.1. Notice that the first purchase order quantity has been
reduced to 7. Record the purchase order number.
18. Notice that Supply Chain Orchestration has automatically created a second Supply
Tracking Line 1.2 and a purchase order to source the remaining order quantity.
19. Select Supply Tracking Line 1.2 and select the Execution Documents tab to view
execution document details. Record the second purchase order number.
Receive Purchase Orders (Optional)

20. In the Navigator, click Receive.
21. If prompted, select Organization 003 Chicago.
22. Click the Search icon and select Purchase Order as the Document Type.
23. Search for your first purchase order number with quantity 7.
24. From the Receive Expected Shipments page select the line and click the Receive button.
25. On the Receive page, select the line and scroll to the right. Enter Quantity 7 and select
Staging from the Subinventory list.
26. Click the Create Receipt button.
27. From the Create Receipt page, click the Submit button.
28. Click Ok on the confirmation message.
29. In the Navigator, select Order Management.
31. Note the status of the order line and the scheduled ship date.
32. Click Actions and select Switch to Fulfillment View to see fulfillment processing
information.
34. Select the Supply Details tab in the Attributes section at the bottom of the page.
35. Scroll down to view the Supply Details region. Notice that the quantity from the received
purchase order is in status Supply Available. The quantity from the second purchase order
that has not been received is still in status Awaiting Supply.
36. Repeat steps 21 35 for the second purchase order. The full supply is now available and
ready for shipment to the customer.
You have created a supply side change to a back-to-back order.
Chapter 9 - Page 6
Overview of Drop Ship
Chapter 10
Practices for Lesson 10: Overview of Drop Ship

Chapter 10 - Page 1
Practices for Lesson 10: Overview of Drop Ship

Chapter 10 - Page 2
Practices for Lesson 11: Drop
Ship Setup
Chapter 11
Practices for Lesson 11: Drop Ship Setup

Chapter 11 - Page 1
Practices for Lesson 11: Drop Ship Setup

Chapter 11 - Page 2
Ship Execution
Chapter 12
Practices for Lesson 12: Drop Ship Execution

Chapter 12 - Page 1
Demonstration: 12-1: Perform a Simple Drop Shipment
Overview
In this demo, you will start by creating an order and find it getting scheduled to be fulfilled from a
drop ship supplier. You will track the progress as it goes through the procurement and invoicing
steps. You will also review the Purchase Order and create an Advance Shipment Notice (ASN)
to signal that the supplier has shipped the goods. This is a variation of a basic end-to-end flow
in the Order To Cash course. To follow this entire process, you will log in and out as various
roles.
Prerequisites
None
User Logins:
Instructor Login scm00.Instructor
Buyer Login calvin.roth
Supplier Login lars.swensen
Receivables Manager Login tracey.allen
Summary of Tasks
Review Blanket Purchase Agreement
Create a New Sales Order in Order Management
Locate the Supplier in the Fulfillment View
Create ASN
Steps

To review an agreement prior to creating an order, youll need to log in as the buyer, Calvin
Roth.
1. In the Navigator, click the Purchasing link under the Procurement heading.
2. From the Tasks panel tab, select Manage Agreements under Agreements.
3. Search for the blanket purchase agreement by entering Lagring Systems in the Supplier
field, selecting Open in the Status field, and clicking Search. You should see one
agreement in the search results. Click the link for the agreement number.
4. Review the blanket purchase agreement. Verify that the supplier is Lagring Systems and
that the Lines section includes the item CM53035 with description Vision Rack II 1042RU.
5. Click the Controls tab and verify that Automatically generate orders and Automatically
submit for approval are checked.
6. You have now searched for a blanket purchase agreement between your company and the
supplier Lagring Systems. You have verified that the item CM53035 is one of the items on
this document. Lastly, you have verified that Purchase Orders will be automatically created
from Purchase Requisitions and will be submitted for approval automatically.
7. Sign out of the application by clicking on the user name (calvin.roth) on the top right corner
of the page and clicking Sign Out.

Chapter 12 - Page 2
8. Login as scm00.instructor.
9. From the Navigator, click the Order Management link. The Order Management Overview
page is displayed.
10. Click the Create Order button.
11. The Create Order page is displayed. This is where you can create and submit an order.
Enter Computer Service and Rentals in the Customer field. The remaining details for the
customer will be retrieved once you tab out of the field.
12. If the business unit is not defaulted, enter US1 Business Unit in the Business Unit field
and Computer Service and Rentals in the Bill-To Customer field.
13. In the Order Lines region, specify or search for the item CM53035. Specify the quantity that
the customer wants to order and then click Add.
14. The line is added to Order Line Details section of the page.
15. Click the Shipment Details icon. The Shipment Details section displays the General
shipping preferences.
16. Change the Request Type to Arrive on and specify a date 10 days from today in the
Requested Date field. The Requested Date on the Order Line Details gets updated to this
shipping preference.
17. Click the Save button.
18. Click the Submit button.
19. Click Yes on the acknowledgement.
20. View the sales order number at the top of the page. For example, for Order: Lagring
Systems 108997 Processing, the sales order number is 108997. Record your sales
order number here ____________ for use later in this exercise.

23. Scroll to the right until the Status field for the Fulfillment line is visible.
24. The Order Orchestration work area is displayed. Refresh the page by pressing the Refresh
button on the top right (and not the browser refresh function) until the fulfillment line status
changes to Scheduled, and then to Requisition Created. The status will eventually go to
Awaiting Shipping.
25. Open the Supply Details tab. Notice that the Drop Shipment section contains the details of
the supplier as well as the requisition.
26. Once the purchase order is created in Procurement, notice that the fulfillment line status is
set to Awaiting Shipping. You need to refresh (using the Refresh button on the top right of
the page) to notice this status change. At this time, the purchase order details are displayed
on the Supply Details tab. Note your Drop Shipment PO number here __________
because you will need it later in this demo.
27. In order to review the purchase order in Procurement, you need to log in as a Buyer
(calvin.roth). Sign out of the application by clicking on the user name on the top right corner
28. Login as the buyer calvin.roth.

Chapter 12 - Page 3
29. In the Navigator, select Purchasing under the Procurement heading. From the task menu,
select Manage Orders.
30. Enter the drop shipment purchase order number displayed in Order Management in the
Order field of the search panel and click Search. The purchase order will appear in the
Search Results table. This is the drop shipment purchase order number from step 27.
31. Click the Purchase Order Number link in the search results. The purchase order details
are displayed. In the details section, click the Schedules tab and review the details. You
will find that the location is that of the customer and the destination type is Drop Ship.
Note: If the Destination Type column does not display by default, add the field by selecting
Columns from the View menu and selecting the Destination Type field.
Create ASN
32. Sign out of the application by clicking on the user name on the top right corner of the page
and clicking Sign Out.
33. Login as the supplier lars.swensen.
34. Click the Supplier Portal icon.
35. From the Tasks panel tab, under the Shipments heading, select Create ASN.
36. Enter the drop shipment purchase order number displayed earlier in Order Management
(that you recorded in step 27) in the Purchase Order field of the search panel and click
Search. The purchase order will appear in the Search Results table.
37. Select the row and click Create ASN.
38. On the Create ASN Details page, enter a value for Shipment in the Header region.
39. In the Quantity field in the Lines region, enter the same number that is shown in the
Ordered Quantity field. For example, if the Ordered Quantity equals 1, then enter 1 in the
Quantity field
40. The other mandatory fields are defaulted. You may optionally enter values in the other
header level fields. Once you are done, click Submit.
41. Click OK to confirm.
43. Close your browser, and then reopen it.
45. In the Navigator, click the Order Management link.
46. Enter your sales order number in the search field on the dashboard. This is the sales order
number that you recorded in step 21. This opens the Manage Orders page.
47. Verify that the status of the fulfillment line is no longer Awaiting Shipping by clicking Switch
to Fulfillment View from the Actions menu. Click the Fulfillment Lines tab and scroll over
to view the Status field. The fulfillment line status should be either Shipped or Awaiting
Billing. You may need to refresh your screen to notice this change
48. Navigate to the Shipping tab and verify that the Shipped Quantity and Actual Ship Date
match that on the ASN.
49. Click the Orchestration Process Number link in the Fulfillment Lines table or under the
General tab.
50. On the Orchestration Plan tab, you will see the status of each of the tasks. You will find
that Procure task has a status value of Shipped. The Invoice task has a value of Awaiting
Billing.

Chapter 12 - Page 4
52. Login as the Receivables Manager tracey.allen.
53. In the Navigator, under Tools, select Scheduled Processes.
55. Click Search.
56. Enter Import AutoInvoice in the Name search field, click Search. Once the result is
displayed, select the row and click OK.
57. Click OK. On the Process Details window, select Distributed Order Orchestration for the
Transaction Source. Enter the values from your sales order for the From Sales Order
Number and To Sales Order Number fields. This is the sales order number that we
recorded earlier in step 21. Use the same value for both the From Sales Order Number and
To Sales Order Number fields.
58. Click Submit.
59. Click OK to acknowledge the confirmation and then Close to close the window.
60. Refresh the search results by clicking Search and ensure that Import AutoInvoice and two
other processes have a status of Succeeded. Note that it is OK if the execution report
gives a status of Error.
62. Login as the scm00.instructor.
63. In the Navigator, click the Order Management link.
number that you recorded in step 21. This opens the Order page.
65. In Order Management, select Switch to Fulfillment View from the Actions menu and
verify that the fulfillment line has been billed and the status is Closed. Click the Fulfillment
Lines tab and scroll over to view the Status field. Click the Orchestration Process Number.
Notice that the Invoice task is completed and the status of the task is Billed.
Demonstration Complete:
You have completed the Simple Drop Shop Flow Activity demonstration.

Chapter 12 - Page 5
Practice 12-1: Perform a Simple Drop Shipment
Overview
In this activity, you will review a basic setup and then submit an order in Order Management
using the supplied input data. You will review the order progress through the drop shipment
process. Once Purchase Order details are available in Order Management, you will create an
ASN in the Receipts area and verify that the order fulfillment line reaches the Invoicing step. To
perform each component of the process, you will need to log in under different roles. Login
information is provided below.
Prerequisites
None
User Logins:
Student Login scmXX.student (XX is the
student number assigned to
you)
Summary of Tasks
Create ASN
Steps

To review the agreement, youll need to log in as the buyer, Calvin Roth.
1. In the Navigator, click the Purchasing link under the Procurement heading.
2. From the task menu, select Manage Agreements under the Agreements heading.
3. Search for the blanket purchase agreement by entering Lagring Systems in the Supplier
field, selecting Open in the Status field, and clicking Search. You should see one
agreement in the search results. Click the link for the agreement number.
4. Review the blanket purchase agreement. Verify that the supplier is Lagring Systems and
that the Lines section includes the item CM53035 with description Vision Rack II 1042RU.
5. Click the Controls tab and verify that Automatically generate orders and Automatically
submit for approval are checked.
6. You have now searched for a blanket purchase agreement between your company and the
supplier Lagring Systems. You have verified that the item CM53035 is one of the items on
this document. Lastly, you have verified that Purchase Orders will be automatically created
from Purchase Requisitions and will be submitted for approval.
7. Sign out of the application by clicking on the user name (calvin.roth) on the top right corner

Chapter 12 - Page 6
8. Login as scmXX.student.
9. From the Navigator, click the Order Management link. This takes you to the Order
Management Overview page.
Enter Pinnacle Technologies in the Customer field. The details for the customer will be
retrieved once you tab out of the field.
and Pinnacle Technologies in the Bill-To Customer field.
13. In the Order Lines region, specify the item as CM53035 and tab out of the field. Specify a
quantity of 1 (if this is not already defaulted), and then click Add.
14. The line is added to the Order Line Details section of the page.
15. Click the Shipment Details icon. The General tab of the Shipment Details section displays
the shipping preferences.
19. Click Yes on the acknowledgement. The order status is now processing.
20. View the sales order number at the top of the page. For example, for Order: Pinnacle
Technologies 108997 Processing, the sales order number is 108997. Record your
sales order number here ____________ for use later in this practice.

21. From the Actions menu, select Switch to Fulfillment View. The Order Orchestration work
area is displayed.
24. Refresh the page by pressing the Refresh button on the top right corner of the page (and
not the browser refresh function) until the fulfillment line status changes to Scheduled, and
then to Requisition Created. The status will eventually go to Awaiting Shipping.
25. Open the Supply Details tab in the detail region. Notice the Drop Shipment section. It
shows the supplier Lagring Systems as well as the requisition details.
26. Once the purchase order is created in Procurement, notice that the fulfillment line status will
be set to Awaiting Shipping. You may need to refresh (using the Refresh button on the
top right of the page) to notice this status change. At this time, the purchase order details
will be displayed on the Supply Details tab. Note your Drop Ship PO number here
__________ because you will need it later in this practice.
Create ASN
27. Sign out of the application by clicking on the user name (scmXX.student) on the top right
corner of the page and clicking Sign Out.
28. Login as the supplier lars.swensen.

Chapter 12 - Page 7
29. Click the Supplier Portal icon.
30. From the task menu, choose Create ASN.
31. Enter the drop shipment purchase order number displayed in Order Management (that you
recorded in step 26) in the Purchase Order field of the search panel and click Search. The
purchase order will appear in the Search Results table.
32. Select the row and click Create ASN.
33. On the Create ASN Details page, enter a value for Shipment in the Header region. Enter
Ship PO (your drop shipment purchase order number) in the Shipment field. For
example, Ship PO 162574.
34. In the Quantity field in the Lines region, enter the same number that is shown in the
Ordered Quantity field. For example, if the Ordered Quantity equals 1, then enter 1 in the
Quantity field.
35. The other mandatory fields are defaulted. You may optionally enter values in the other
header level fields. Once you are done, click Submit.
36. Click OK to confirm.
37. Sign out of the application by clicking on the user name (lars.swensen) on the top right
corner of the page and clicking Sign Out.
39. Login as scmXX.student.
40. From the Navigator, click the Order Management link.
41. Enter your sales order number in the search field on the dashboard and click the search
icon. This is the sales order number that you recorded in step 20. This opens the Manage
Orders page.
42. Verify that the status of the fulfillment line is no longer Awaiting Shipping by clicking Switch
to Fulfillment View from the Actions menu. Click the Fulfillment Lines tab and scroll over
to view the Status field. The fulfillment line status should be either Shipped or Awaiting
Billing. You may need to refresh your screen to notice this change.
43. Navigate to the Shipping tab and verify that the Shipped Quantity and Actual Ship Date
match that on the ASN.
44. Click the Orchestration Process Number link in the Fulfillment Lines table or under the
General tab.
45. On the Orchestration Plan tab, you will see the status of each of the tasks. You will find
that Procure task has a status value of Shipped. Invoice task is at Awaiting Billing.
Practice Complete:
You have completed the Simple Drop Ship Flow Activity Practice.

Chapter 12 - Page 8
Ship Change Management
Chapter 13
Practices for Lesson 13: Drop Ship Change Management

Chapter 13 - Page 1
Demonstration 13-1: Drop Ship Change Management
Background
Based on the offline communication with the supplier, you want to split the purchase order
schedule to stagger delivery on the drop ship purchase order that was already sent to the
supplier. This change is processed by Order Management as part of change management
process.
Prerequisites
None
User Logins:
Student Login scm00.Instructor
Summary of Tasks
Search for the Sales Order in Order Management
Review and Change the Purchase Order in Purchasing
Verify the Change in Order Management
Create ASN
Steps
Note: Instructors may choose to complete steps 1-15 prior to presenting this
demonstration to the class. Students are already familiar with these steps since they were
completed in Demonstration 12-1. However, these steps must be recreated for this current
demonstration. If the instructor chooses to complete steps 1-15 prior to presenting this
demonstration to the class, they can start with step 16. Students must log in with the
Student Login as listed above.
1. From the Navigator, click the Order Management link. This takes you to the Order
Management Overview page.
Enter Computer Service and Rentals in the Customer field. The remaining details for the
customer will be retrieved once you tab out of the field.
and Computer Service and Rentals in the Bill-To Customer field.
5. In the Order Lines region, specify or search for the item CM53035. Specify the quantity as 2
or more and then click Add.
6. The line is added to Order Line Details section of the page.
7. Click the Shipment Details icon. The Shipment Details section displays the General
shipping preferences.

Chapter 13 - Page 2
11. View the sales order number at the top of the page. For example, for Order: Lagring
Systems 108997 Processing, the sales order number is 108997. Record your sales
order number here ____________ for use later in this exercise.
12. The order status is Processing. From the Actions menu, select Switch to Fulfillment
View.
15. The Order Orchestration work area is displayed. Refresh the page by pressing the Refresh
button on the top right (and not the browser refresh function) until the fulfillment line status
changes to Scheduled, and then to Requisition Created. The status will eventually go to
Awaiting Shipping.
Search for the Sales Order in Order Management

Note: If the instructor completed through steps 1-15 during this demo, then steps 16-20
should be ignored and the instructor should go to step 22.
17. From the Navigator, click the Order Management link.
number that you recorded in step 11. This opens the Order page.
19. From the Actions menu, select Switch to Fulfillment View. Click the Fulfillment Lines
tab and ensure that the value of fulfillment line status is Awaiting Shipping.
20. Click the Supply Details tab and review the purchase order details in the Drop Shipment
region. Note your Drop Shipment PO number here __________ for use in the following
steps.
Review and Change the Purchase Order in Purchasing
21. In order to review the purchase order in Procurement, you need to log in as a buyer. Log
out, and log in as calvin.roth.
22. From the Navigator, click Procurement and select Purchasing. From the Tasks panel tab,
select Manage Orders.
23. Enter the drop shipment purchase order number displayed in Order Management in the
Order field of the search panel and click Search. The purchase order will appear in the
Search Results table.
24. Select the row in the search results and select Edit from the Actions menu.
25. The system displays a warning informing you that a change order will be created. Once you
acknowledge that message, you will be at Edit Document tab. Provide a description for the
change order.
26. At the bottom of the page, click the Schedules tab. The purchase order schedule is
displayed.
27. Click Split. Note that you can choose this action from the Action menu as well.

Chapter 13 - Page 3
28. Divide the quantity across the two schedules.
29. Click Submit and acknowledge the confirmation.
Verify the Change in Order Management
30. Log out, and log in as scm00.instructor. Go back to Order Management and search the
sales order. Verify that the fulfillment line has been split into two and both of them have
status of Awaiting Shipping.
31. Go to the fulfillment view and view the purchase order details in the Drop Shipment region.
Notice that the drop shipment purchase order schedule has a new value on the new
fulfillment line. On both fulfillment lines, the change order sequence is updated.
Create ASN
32. Log out of the application. Log in to the Supplier Portal as the supplier lars.swensen.
From the Navigator, select Supplier Portal.
33. From the Tasks panel tab, choose Create ASN. Search using the purchase order number
created earlier and find that both purchase order schedules are displayed.
34. Select the first purchase order schedule and click Create ASN. Enter the Quantity the
same as the ordered quantity on this purchase order schedule and click Submit.
Acknowledge the confirmation.
35. Sign out of the application.
38. Return to Order Management and search the sales order (enter the number for the sales
order that you created earlier). Verify that one of the fulfillment lines has been shipped and
the other is still at Awaiting Shipping.
39. Repeat steps 16 and 17 to create ASN for the second purchase order schedule. When
searching the purchase order on the Create ASN page, you will find a single purchase
order schedule since the other one was already shipped. Once you create the ASN, verify
that the second fulfillment line also progresses further.
You have completed the Drop Ship Change Management demonstration.

Chapter 13 - Page 4
Overview of Internal Material
Transfers (IMT)
Chapter 14
Practices for Lesson 14: Overview of Internal Material Transfers (IMT)

Chapter 14 - Page 1
Practices for Lesson 14: Overview of Internal Material Transfers (IMT)

Chapter 14 - Page 2
Internal Material Transfer
Management
Chapter 15
Practices for Lesson 15: Internal Material Transfer Management

Chapter 15 - Page 1
Demonstration 15-1: Review Transfer Order, Shipments, and Receipts
Overview
In this demonstration, you will walk through the steps to review a transfer order and the
associated shipments and receipts.
You are a Warehouse Manager needs to review a transfer order. You need to review the
transfer order details including source organization, destination organization, and items. Once
you have reviewed the transfer order details, you will need to review the shipments and receipts
associated with the transfer order.
The Manage Transfer Orders page will be used to review the transfer order and associated
shipments and receipts.
Prerequisites
A previously created transfer order must exist in the system.
Data Entry Details
Source Organization 002

Destination Organization 003
Transfer Order Use existing transfer order.
Example 100001
Steps
Review Transfer Order, Shipments, and Receipts

2. In the Select Organization dialog window, select organization 002.
3. Click the OK button.
4. On the Manage Item Quantities page, click the Tasks panel tab.
5. Click the Task Manage Transfer Orders.
6. Enter the assigned Transfer Order.
7. Enter Source Organization 002.
8. Enter Destination Organization 003.
9. Click the Search button.
10. Select the appropriate Transfer Order to review.
11. Review the Item, Source Organization, Destination Location, Requested Quantity, Line
Status, and Fulfillment Status.
12. Click on the Transfer Order Number link.
13. Clicking the link will open the Edit Transfer Order page.
14. Review details including Transaction Origin Type, Interface Status, Creation Date,
Transfer Price, and Total Tax.
15. Click the View Shipments and Receipts button.

Chapter 15 - Page 2
16. Review the Shipments and Receipts.
17. Click the Shipment Number link 2986.
18. This page will display the details for the transfer order shipment. In the lines region of the
page you can view Summary Information, Carrier, Inventory Details, Source Reference,
and Other information.
19. Click the Show Details link to view additional details associated with the shipment.
20. Click the Done button to return to the Shipments and Receipts page.
21. Click the Receipt Number link 30020.
22. This page will display the details for the transfer order receipt. In the Summary region you
can view the receipt details including Supplier, Shipping Method, Shipment, and Bill of
Lading. In the lines region of the page you can view the Ordered, Returned, and Net
Received Quantities.
23. Click the View Transaction History button.
24. Expand the Transaction Type link to view the various receiving transactions.
25. Click the Done button after viewing the Receiving Transaction History.
27. Click the Done button to return to the Edit Transfer Order page.
28. Click the Cancel button to return to the Manage Transfer Orders page.
29. Click the Done button to return to the Inventory Work Area.
You have reviewed a transfer order and associated shipments and receipts.

Chapter 15 - Page 3
Practice 15-1: Review Transfer Order, Shipments, and Receipts
Overview
In this practice, you will walk through the steps to review a transfer order and the associated
You are a Warehouse Manager and you need to review a transfer order. You need to review the
transfer order details including source organization, destination organization, items, etc. Once
you have reviewed the transfer order details, you will need to review the shipments and receipts
The Manage Transfer Orders page will be used to review the transfer order and associated
Prerequisites
A previously created transfer order must exist in the system.
Data Entry Details
Source Organization 002

Destination Organization 003
Example 100001
Shipment 2986
Receipt 30020
Steps
Review Transfer Order, Shipments, and Receipts

2. In the Select Organization dialog window, select organization 002.
4. Check the upper right-hand corner to confirm you are in Inventory Organization 002.
5. On the Manage Item Quantities page, click the Tasks panel drawer.
6. Click the Task Manage Transfer Orders.
7. Enter the assigned Transfer Order 100001.
8. Enter 002 in the Source Organization field.
9. Enter 003 in the Destination Organization field.
Note: The transfer order originates from Inventory Organization 002 Atlanta and is
delivered to the Inventory Organization 003 Chicago.

Chapter 15 - Page 4
11. Review the Item, Source Organization, Destination Location, Requested Quantity,
Interface Status, Fulfillment Status, and Transaction Origin Type for transfer order
100001.
12. Click the Transfer Order Number link 100001.
Note: Clicking the link opens the Edit Transfer Order page.
13. Review details including Transaction Origin Type, Interface Status, Creation Date,
Transfer Price, and Total Tax.
Note: A transfer order can originate from various sources. This particular transfer order
originated from Min-Max Planning.
14. Click the View Shipments and Receipts button.
15. Review the Shipments and Receipts.
The Shipments and Receipts page provides full visibility to the shipments and receipts
16. Click the Shipment Number link 2986.
17. This page displays the details for the transfer order shipment.
18. In the lines region of the page, click the Summary, Carrier, Inventory Details, Source
Reference, and Other links to view additional details.
19. Expand the Show Details icon to view additional details associated with the shipment
including the planned delivery date and actual ship date. Confirm that Order Type is
Transfer order.
21. Click the Receipt Number link 30020.
22. This page displays the details for the transfer order receipt. In the Summary region you can
view the receipt details including Supplier, Shipment Number, and Shipped Date. In the
lines region of the page you can view the Ordered, Returned, and Net Received
Quantities.
23. Click the View Transaction History button.
24. Click the drop down arrow to the left of item CM4751116.
25. Expand the values in the Transaction Type field to view the various receiving transactions
including the receive and delivery transactions.
Note: The transaction history for Receipt 30020 will show to separate receiving transaction
types. The transaction type of Receive represents the receipt of the transfer order into the
warehouse or inventory organization. The transaction type of Deliver represents the deliver
or put away transaction into inventory.
26. Click the Done button after viewing the Receiving Transaction History.
28. Click the Done button to return to the Edit Transfer Order page.
29. Click the Cancel button to return to the Manage Transfer Orders page.
30. Click the Done button to return to the Inventory work area.
Practice Complete:
You have reviewed a transfer order and associated shipments and receipts.

Chapter 15 - Page 5

Chapter 15 - Page 6
Demonstration 15-2: Review Supply Orchestration Workbench
Overview
In this guided demonstration, you will cover reviewing the Supply Orchestration Workbench.
In this scenario, the Supply Chain Operations Manager needs to review a supply order details.
The Supply Chain Operations Manager needs to review the supply order line details including
requested and fulfilled quantities. Additionally, the Supply Chain Operations Manager will review
the transfer order associated with the Supply Order Line.
Prerequisites
A previously created transfer order must exist. The user must be assigned the role of Supply
Chain Operations Manager
Data Entry Details

Example 101001
Supply Order Number 300000128535660
Steps
Review Supply Orchestration Workbench
1. In the Navigator, click Supply Orchestration.
This will take you to the Supply Lines Overview page. From this page you can review the
Supply Line Analytics. The Current State region on the page shows Deviations by Type,
On Track by Supply Type, and Status by Supply Type. Additionally, you can Manage
Supply Request Exceptions and Manage Configured Item Exceptions.
2. On the Supply Lines Overview page, click the Tasks panel tab.
3. Click the Manage Supply Lines task.
4. This will open the Manage Supply Lines user interface.
5. Enter the Transfer Order in the Document Number field.
7. Click the Supply Order Number link 300000128535660.
Review the Supply Order Header Details. The request source is Oracle Fusion Distributed
Order Orchestration since the supply line was created from running min-max planning. The
request date and request status are also displayed for the supply line.
8. Click on the Supply Line in the Supply Lines region.
This will refresh the Line Details region. In this region, you can review the Orchestration
Plan, Execution Documents, Buy, Make, and Transfer details.
9. Click the Orchestration Plan tab.

Review the Orchestration Plan including the Progress, Task, Actual Start Date and Actual
Completion Date. The Orchestration Plan will also show a time graphic providing a
graphical representation of the orchestration plan start and end dates.

Chapter 15 - Page 7
10. Click the Execution Documents tab.
Review the Execution Documents. In this case, the execution document is the Transfer
Order.
11. Click the Document Number to review the Transfer Order details.
Review the Transfer Order. Additionally, from this page you can view the shipments and
receipts associated with the transfer order.
12. Click the Done button to return to the Supply Order Details page.
Optionally, you can click the View Shipments and Receipts button to view the transfer
order associated shipments and receipts.
13. Click the Transfer tab.
14. Review the Document Number, Document Type, and Quantity.
15. Click the Done button to return to the Manage Supply Lines page.
16. Click the Done button to return to the Supply Lines Overview page.
You have reviewed the supply orchestration workbench.

Chapter 15 - Page 8
Practice 15-2: Review Supply Orchestration Workbench
Overview
In this practice, you will cover reviewing the Supply Orchestration Workbench.
In this scenario, the Supply Chain Operations Manager needs to review a supply order details.
The Supply Chain Operations Manager needs to review the supply order line details including
requested and fulfilled quantities. Additionally, the Supply Chain Operations Manager will review
the transfer order associated with the Supply Order Line.
Prerequisites
A previously created transfer order must exist. The user must be assigned the role Supply
Chain Operations Manager.
Data Entry Details

Example 101001
Supply Order Number 300000128535660
Steps
Review Supply Orchestration Workbench

This will take you to the Supply Lines Overview page. From this page you can review the
Supply Line Analytics. The Current State region on the page shows Deviations by Type,
On Track by Supply Type, and Status by Supply Type. Additionally, you can Manage
Supply Request Exceptions and Manage Configured Item Exceptions.
2. On the Supply Lines Overview page, click the Task Drawer icon.
3. Click the Manage Supply Lines task.
4. This will open the Manage Supply Lines user interface.
5. Enter the Transfer Order in the Document Number field.
7. Click the Supply Order Number link 300000128535660.
Review the Supply Order Header Details. The request source is Oracle Fusion Inventory
Management since the supply line was created from running min-max planning. The
request date and request status are also displayed for the supply line.
8. Click on the Supply Line in the Supply Lines region.
This will refresh the Line Details region. In this region you can review the Orchestration
Plan, Execution Documents, Buy, Make, and Transfer details.
9. Click the Orchestration Plan tab.

Chapter 15 - Page 9
Review the Orchestration Plan including the Progress, Task, Actual Start Date and Actual
Completion Date. The Orchestration Plan will also show a time graphic providing a
graphical representation of the orchestration plan start and end dates.
10. Click the Execution Documents tab.
Review the Execution Documents. In this case, the execution document is the Transfer
Order.
11. Click the Document Number to review the Transfer Order details.
Review the Transfer Oder details. Additionally, from this page you can view the shipments
and receipts associated with the transfer order.
12. Click the Done button to return to the Supply Order Details page.
Optionally, you can click the View Shipments and Receipts button to view the transfer
order associated shipments and receipts.
13. Click the Transfer tab.
14. Review the Document Number, Document Type, and Transfer Quantity.
15. Click the Done button to return to the Manage Supply Lines page.
16. Click the Done button to return to the Supply Lines Overview page.
Practice Complete:
You have reviewed the supply orchestration workbench.

Chapter 15 - Page 10
Demonstration 15-3: Review Internal Material Transfer Setup
Overview
This guided demonstration will cover reviewing the internal material transfer setup within FSM
(Functional Setup Manager). This demonstration will cover both Interorganization and
Intersubinventory parameter configuration.
Interorganization parameters must be configured to allow internal material transfers between
two organizations. A new field Transfer Order Required has been introduced to indicate that a
transfer order is required when material is transferred between a source and destination
inventory organization.
Intersubinventory parameters must be configured to allow internal material transfers between
two subinventories with an inventory organization. This is an entirely new user interface to
support internal material transfers between two subinventories.
In this scenario, the Supply Chain Application Administrator needs to review existing setup for
both interorganization and intersubinventory parameters. The Supply Chain Application
Administrator will navigate to the Setup and Maintenance work area, and review the task
Manage Interorganization Parameters and task Manage Intersubinventory Parameters.
Prerequisites
Previously created interorganization and intersubinventory parameters must exist.
Data Entry Details for Interorganization Parameters
Interorganization Parameters Use existing interorganization

parameters
From Organization 003 Chicago
To Organization 002 Atlanta
Steps
Review Interorganization Parameter Setup

1. In the Navigator, click Setup and Maintenance.
2. In the Search Field type Manage Interorganization Parameters and click the magnifying
glass.
3. Click the task Manage Interorganization Parameters.
This will open the Manage Interorganization Parameters user interface.
4. Select From Organization 003 Chicago.
5. Select To Organization 002 Atlanta.
Review the interorganization parameters including the From Organization, To
Organization, Transfer Type, Receipt Routing and Transfer Order Required indicator.
The Transfer Order Required field indicates a transfer order is required for transfers
between from and to organizations.
7. Click the Cancel button to return to the Setup and Maintenance work area.

Data Entry Details for Intersubinventory Parameters
User Login scm00.instructor

Intersubinventory Parameters Use existing intersubinventory
parameters
Organization 001 Seattle
Destination Subinventory Staging
Source Subinventory Stores
Steps
Review Intersubinventory Parameter Setup

2. Type Manage Intersubinventory Parameters in the search field and click the magnifying
glass.
3. Click the task Manage Intersubinventory Parameters.
This will open the Manage Intersubinventory Parameters user interface.
4. Click the Add Row icon.
5. Select Organization 003 Chicago.
6. Select Destination Subinventory Staging.
7. Select Source Subinventory Stores.
8. Select Transfer Type In transit.
9. Click Save and Close to return to FSM.
10. Click the Done button.
Review the intersubinventory parameters including Organization, Destination Subinventory,
Source Subinventory, Transfer Type, and Receipt Routing. This setup is required in order to
perform an intersubinventory transfer between two subinventories.
Demonstration Complete: You have reviewed both interorganization and intersubinventory
parameter setup for internal material transfers.

Practice 15-3: Review Interorganization Parameter Setup
Overview
In this practice you will review the internal material transfer setup within FSM (Functional Setup
Manager). This practice will cover the Interorganization parameter configuration.
Interorganization parameters must be configured to allow internal material transfers between
two organizations. A new field Transfer Order Required has been introduced to indicate that a
transfer order is required when material is transferred between a source and destination
inventory organization.
In this scenario, the Supply Chain Application Administrator needs to review existing setup for
interorganization parameters. The Supply Chain Application Administrator will navigate to the
Setup and Maintenance work area and review the task Manage Interorganization Parameters.
Prerequisites
Previously created interorganization parameters must exist.
Data Entry Details for Interorganization Parameters
Interorganization Parameters Use existing interorganization

parameters
From Organization 003 Chicago
To Organization 002 Atlanta
Steps
Review Interorganization Parameter Setup

2. Type Manage Interorganization Parameters in the search field and click the magnifying
glass.
3. Click the task Manage Interorganization Parameters.
4. This will open the Manage Interorganization Parameters user interface.
5. Select From Organization 003 Chicago.
6. Select To Organization 002 Atlanta.
Review the interorganization parameters including the From Organization, To
Organization, Transfer Type, Receipt Routing and Transfer Order Required indicator.
The Transfer Order Required field indicates a transfer order is required for transfers
between from and to organizations.
Note: The Transfer Order Required field must be enabled to perform internal material
transfers between the source and destination inventory organizations.
7. Click the Cancel button to return to the Setup and Maintenance work area.

You have reviewed the internal material transfer setup.

Returns
Chapter 16
Practices for Lesson 16: Internal Material Transfer Returns

Chapter 16 - Page 1
Demonstration 16-1: View Physical and Accounting Return
Information
Overview
This guided demonstration will cover physical and accounting returns. A return can involve a
physical return of material or not. The approach to return internal material transfers will begin in
receiving. There will be a field Physical Material Return Required on the Return Lines user
interface. In both cases, the return transaction is initiated in the manage returns process.
In this scenario, the Warehouse Manager needs to review the return transfer order. The
Warehouse Manager will review the return transfer order details including source organization,
destination organization, items, and other information. Once the Warehouse Manager reviews
the transfer order details, they will review the physical material return required indicator as well
as the original transfer order for return.
Prerequisites
A previously created transfer order must exist.
Data Entry Details
Inventory Organization 003

Example 101001
Steps
Review Transfer Order, Shipments and Receipts

1. In the Navigator, click Receipts under the Warehouse Operations heading.
2. In the Select Organization dialog window, select Organization 003 Chicago.
3. Click the OK button. This will open the Receipts Overview Page (also known as the
Receipts Work Area).
4. Click the Tasks panel tab, then click the task Return Receipts.
5. Enter the assigned Transfer Order 101001, then click Search.
6. Select the Receipt Line to return.
7. Click Return.
8. Click View Details.
9. Review the Physical Material Return Required option.
By default this column will be checked. Returning an internal material transfer begins in
Receiving. A return can involve a physical return of material or not. In both cases, the return
transaction is initiated in the manage returns process. A new transfer order of type return will
be created for both scenarios - with or without physical returns. In the case where a physical
return of material is required, the transfer order will be interfaced to Shipping. If physical
return of material is not required, the transfer order will not be interfaced to Shipping. This
document will be used for tax, accounting and audit trail purposes.

Chapter 16 - Page 2
Note: If the column is not displayed in the default view, select View - Columns > Manage
Columns to display the column Physical Material Return Required.
10. Leave the default value as Checked.
11. Click Cancel.
12. Enter 1 for the Quantity.
14. A confirmation message The return transaction was created will be received.
16. Click the Done button to return to the Receipts Overview page.
You have reviewed physical and accounting returns.

Chapter 16 - Page 3

Chapter 16 - Page 4
Advanced Concepts
Chapter 17
Practices for Lesson 17: Internal Material Transfer Advanced Concepts

Chapter 17 - Page 1
Demonstration 17-1: Review Transfer Price and Tax on Transfer Order
Overview
This guided demonstration will cover reviewing the transfer price and tax on a transfer order.
The transfer price and tax are displayed on the Edit Transfer Order user interface.
Supply Chain Financial Orchestration framework provides the ability to estimate transfer price
for the creation of a transfer order for transfer of goods between internal organizations.
Transfer price is calculated based on the transfer pricing method specified in the configurable
transfer pricing rules for the financial route between the supplier organization and the receiving
organization. Transfer pricing options provide the capability to derive the transfer price based on
the transaction cost, where the transfer price is derived based on the source organizations
transaction cost. You can optionally mark up or mark down the transaction cost in the transfer
pricing rule to arrive at the transfer price.
The Warehouse Manger needs to view the transfer price and tax associated with a transfer
order. The user will navigate to the edit transfer order user interface to view the transfer price
and tax calculations.
Prerequisites
A previously created transfer order must exist.
Data Entry Details
User Login scm00.instructor

Transfer Order Use existing transfer order
100001
Steps
Review Transfer Order and Tax on Transfer Order
1. In the Navigator, click Inventory.
2. This will open the Manage Item Quantities page.
3. Click the Tasks panel tab.
4. Click the task Manage Transfer Orders.
5. Enter Transfer Order Number 100001.
6. Click Search the button.
7. Click the Transfer Order Number link 100001.
8. Review the Transfer Price.
9. Review the Total Tax.
10. Review the Total Transfer Price.
11. Click Cancel to return to the Manage Transfer Orders page.
12. Click Done.
Demonstration Complete: You have reviewed the transfer price and tax on a transfer order.
Practices for Lesson 17: Internal Material Transfer Advanced Concepts

Chapter 17 - Page 2
Overview of Consigned
Inventory from Supplier
Chapter 18
Practices for Lesson 18: Overview of Consigned Inventory from Supplier

Chapter 18 - Page 1
Practices for Lesson 18: Overview of Consigned Inventory from Supplier

Chapter 18 - Page 2
Purchasing Consigned
Inventory
Chapter 19
Practices for Lesson 19: Purchasing Consigned Inventory

Chapter 19 - Page 1
Demonstration 19-1: Review Consignment Agreement, Consignment
Terms, and Purchase Order Life Cycle
Overview
This guided demonstration will cover reviewing a consignment agreement including the
consignment agreement terms. Additionally, the guided demonstration will cover the
consignment order and consignment order lifecycle tracking pages.
Prerequisites
A previously created consignment and consignment order must exist.
User Login: Calvin.Roth
Data Entry Details
Consignment Agreement 52182

Consignment Order 162278
Steps
Navigate to the Purchasing Work Area

1. In the Navigator, click Purchasing under the Procurement navigation group.
2. Click the Tasks panel tab, under Agreements, click Manage Agreements.
3. In the Search region, click Advanced.
4. Click Add Fields.
5. From the Add Fields drop-down list, select Consignment Terms Enabled.
6. Click Yes.
7. Click Search.
8. Select agreement consignment agreement 52182.
9. Click the Agreement number link.
10. Review the General information for the Consignment Agreement.
11. Click the Life Cycle icon next to the Agreement Amount.
12. Review the Delivered, Invoiced, Ordered, and Received amounts.
14. Click the Consignment Terms tab.
15. Review the Consignment Terms.

Chapter 19 - Page 2
Aging Onset Point: The aging onset point indicates the point in fulfillment process, Receipt or
Shipment, at which the consigned goods start aging.
Aging Period Days: When suppliers consign goods to buying organizations, the expectation is
that the buying organization will use them at a certain point in the future and subsequently pay
for them. The supplier will allow the buying organization to hold the goods in a consigned state
without using or paying for the goods only for a certain period of time, called the aging period. If
the goods are not used within that aging period, then the goods are considered aged and the
buying organization has to take ownership of the goods and pay for them.
Consumption Advice Frequency: This term indicates the frequency (Daily, Weekly, or
Monthly) at which the buying organization informs the supplier about usage of consigned goods
through a consumption advice.
Billing Cycle Closing Date: This term indicates when the current billing period closes. The
current billing period starts from when the last billing period ended and extends up to the billing
cycle closing date. Once the current billing period ends, the buying organization generates a
consumption advice and all consumption transactions created within this billing period will be
included on that advice.
Daily Indicates consumption advice will be generated on a daily basis
Weekly Indicates consumption advice will be generated on weekly basis
Monthly Indicates consumption advice will be generated on monthly basis
Consumption Advice Summary: This term indicates how the consumption transactions are
summarized on the consumption advice. For example transaction can be summarized and
displayed by inventory organization and item.
Pay on use: This term indicates that the buying organization intends to perform self-billing for
consigned inventory usage and generate an invoice on behalf of the supplier.
Default line as consignment line: This indicator will automatically default the line as a
consignment line when creating the consignment agreement.
16. In the General region, click the Released Amount 14,900.00 link.
17. Click the Order Number 162278.
18. Review the Consignment Order details.
19. Review the Order Life Cycle region in the upper right-hand corner of the page.
20. Review the Ordered, Shipped, Received, Delivered, and Invoiced amounts.
21. Click the View Details button.
22. Review Consignment Order Life Cycle.
The pie charts will show the Fulfillment Status and Billing Status. Review the Fulfillment
Quantity in status In Consigned Inventory. The Fulfillment Status will show the amount in
consigned inventory.
23. Review the In-Transit Shipments, Receipts, and Invoices.
You have completed the Review Consignment Agreement, Consignment Terms, and
Purchase Order Life Cycle guided demonstration.

Chapter 19 - Page 3

Chapter 19 - Page 4
Consigned Inventory
Management
Chapter 20
Practices for Lesson 20: Consigned Inventory Management

Chapter 20 - Page 1
Demonstration 20-1: Review Consigned Inventory On-Hand Balances,
Review Consigned Inventory Aging, and Create Transfer to Owned
Transaction
Overview
This guided demonstration will cover reviewing consigned inventory on-hand balances,
reviewing consigned inventory aging, and creating a transfer to owned transaction.
In this scenario, the Warehouse Manager needs to review the consigned inventory on-hand
quantity for a specific supplier. Additionally, the Warehouse Manager needs to review consigned
inventory that is nearing the aging limit. Once the Warehouse Manager identifies material that is
nearing the aging limit, they will create a transfer to owned transaction to move the material
from a consigned to owned status.
Data Entry Details

Item AS15000
Subinventory Stores
Summary of Tasks
Review Consigned Inventory On-Hand Balances
Review Consigned Inventory Aging and Transfer to Owned
Steps
Review Consigned Inventory On-Hand Balances

1. In the Navigator, under Warehouse Operations click Inventory.
2. In the Select Organization dialog window, select Organization 001 Seattle.
4. On the Manage Items Quantities, in the Advanced Search region, click the Add Fields
drop-down list.
5. From the Add Fields drop-down list, select Show consigned inventory only.
6. Check the Show consigned inventory only check box.
7. Click Search.
8. Click on the Item node to Organization 001.
9. Click on the Organization 001 node to view Subinventory Stores.
10. Select the Subinventory Stores record for your item.
11. Click Consigned Details tab to review owning party, receipt, and consigned on-hand
quantity.

Chapter 20 - Page 2
The Manage Item Quantities user interface enables users to view consigned inventory on-
hand balances. Additionally, users can view the owning party and receipt details.
Review Consigned Inventory Aging and Transfer to Owned

13. Select the task Manage Consigned Inventory Aging.
14. Change the value for Aging Expiration to Expired.
15. Click Search.
16. Review the consigned inventory aging details. Details including owning party, quantity, days
before aging, aging start date, and aging expiration date.
17. Select the record for Item AS15000.
18. Click the button Transfer to Owned.
19. Change the Transfer Quantity from 15 to 1.
Note: You have moved Quantity 1 from consigned inventory to owned inventory.
21. A Confirmation Message is received Your transaction processed with no issues.
22. Click the OK button to close the dialog window.
23. You will return to the Manage Item Quantities user interface.
The Manage Consigned Inventory Aging user interface allows users to view consigned
inventory that is subject to aging. Users can view consigned inventory that is nearing the aging
limit as well as consigned inventory that has expired. The aging period is based on two
consignment terms specified on the consignment agreement. The Aging Onset Point indicates
the point in the fulfillment process, Receipt or Shipment, at which the consigned goods start to
age. The Aging Period Days represents the period of time that the buyer can hold consigned
inventory before they must transfer the material to owned material.
Once the material is aged, the user will click on the Transfer to Owned button to transfer
consigned inventory to owned inventory. This will move the material from consigned to owned.
You have viewed the consigned inventory on-hand balances, reviewed the consigned inventory
aging, and created a transfer to owned transaction
You have completed the Review Consigned Inventory On-Hand Balances, Review Consigned
Inventory Aging, and Create Transfer to Owned Transaction guided demonstration.

Chapter 20 - Page 3
Demonstration 20-2: Create Inventory Consumption Rule
Overview
This guided demonstration will cover the setup of inventory consumption rules.
Consumption rules are used to determine ownership change of consigned inventory.
Consumption rules are based on Inventory Transaction Type along with other attributes such as
From Organization, To Organization, From Subinventory, To Subinventory, From Locator, To
Locator, Item, and Owning Party.
The consumption transactions that are created will be communicated to the supplier via the
consumption advice.
Steps
Create Inventory Consumption Rule

2. In the Search field enter the task Manage Consumption Rules.
3. Click the task Manage Consumption Rules.
4. The Manage Consumption Rules user interface will open.
5. Click the Create icon.
6. Enter the following details:
Field Value
Transaction Type Subinventory Transfer
From Organization 001
From Subinventory Stores
To Subinventory Staging
Item AS65000
You have just created a consumption rule for transaction type Subinventory Transfer from
Subinventory Stores subiventory Staging. The rule states that a subinventory transfer between
subinventories Stores and Staging will result in a consumption or ownership change transaction.
This rule is also specific to Item AS65000.
7. Click Save and Close.
8. Click Done.
You have completed the create inventory consumption rules guided demonstration.

Chapter 20 - Page 4
Consigned Inventory
Supplier Collaboration
Chapter 21
Practices for Lesson 21: Consigned Inventory Supplier Collaboration

Chapter 21 - Page 1
Demonstration 21-1: Review Consigned Inventory Supplier
Collaboration
Overview
This guided demonstration will cover reviewing the consigned inventory consumption advice,
consigned inventory on-hand quantities and aging, and consigned inventory transactions in
Supplier Portal
In this scenario, the Supplier Inventory Manager needs to review the consigned inventory
activity at the buyers inventory organization. Specifically, the Supplier Inventory Manager wants
to review the consumption advices generated at the buyers inventory organization. Additionally,
the Supplier Inventory Manager needs to review consigned inventory on-hand quantity and
consigned inventory where the aging period has expired or is due to expire. Lastly, the Supplier
Inventory Manger needs to review consigned inventory related transactions.
Prerequisites
The user must have Supplier Portal Access and the role Supplier Inventory Manager
assigned.
There must be consigned inventory quantity in the system assigned to the designated
supplier.
A consumption advice must have been generated.
Data Entry Details
User Login Jake.Paton

Supplier Prouty Supply House
Consumption Advice 300000079260539
Item AS15000
Aging Expiration Expired
Summary of Tasks
Review Consumption Advice, Consigned Inventory Aging, and Consigned Inventory
Transactions as Supplier Inventory Manager
Review Consigned Inventory On-Hand Quantity and Aging as Supplier Inventory
Manager
Review Consigned Inventory Transactions as Supplier Inventory Manager

Chapter 21 - Page 2
Steps
Review Consumption Advice, Consigned Inventory Aging, and Consigned

Inventory Transactions as Supplier Inventory Manager
1. In the Navigator, click the Supplier Portal work area.
3. Select the task Review Consumption Advices under the Consigned Inventory task group.
4. Click the choice list for the Supplier field.
5. Search for Supplier Prouty Supply House.
6. Select the row for Prouty Supply House.
9. Review the Consumption Advice details including consumption advice number, creation
date, and purchase agreement.
10. Review the Consumption Advice Line details including transaction date, purchase order,
and consumed quantity.
11. Click View Consumption Transactions.
12. View the Consumption Transactions for the associated consumption advice line.
13. Click Done.
14. Click Done.
Review Consigned Inventory On-Hand Quantity and Aging as Supplier Inventory

Manager
16. Select the task Review Consigned Inventory.
17. Enter or Select Item AS15000.
18. Enter or Select Supplier Prouty Supply House.
19. Select Expired for field Aging Expiration.
21. Review the search results including inventory organization, item, and on-hand quantity.
22. In the Detail Region, review the aging expiration date, subinventory, and on-hand quantity.
23. Click Done.
Review Consigned Inventory Transactions as Supplier Inventory Manager

25. Select the task Review Consigned Inventory Transactions.
26. Enter or Select Item AS15000.
27. Remove values in the Transaction Date fields.
29. Review the transactions, including transaction type, transaction date, and transaction
quantity.
30. Click Done.

Chapter 21 - Page 3
You have reviewed consigned inventory supplier collaboration.

Chapter 21 - Page 4
Consigned Inventory
Payables Matching
Chapter 22
Practices for Lesson 22: Consigned Inventory Payables Matching

Chapter 22 - Page 1
Practices for Lesson 22: Consigned Inventory Payables Matching

Chapter 22 - Page 2
Contract Manufacturing
Solution: Overview
Chapter 23
Practices for Lesson 23: Contract Manufacturing Solution: Overview

Chapter 23 - Page 1
Practices for Lesson 23: Contract Manufacturing Solution: Overview

Chapter 23 - Page 2
Solution: Application Setup
Part 1
Chapter 24
Practices for Lesson 24: Contract Manufacturing Solution: Application Setup Part 1
Chapter 24 - Page 1
Practice 24-1: Navigate Through the Inventory Organization
Parameters Page
Overview
This practice session helps you review and understand how a contract manufacturer is modeled
as an inventory organization in the OEM enterprise to monitor the manufacturing process at the
contract manufacturers facility and track OEM-owned inventories, such as finished goods or
OEM-supplied components lying at the contract manufacturers facility.
Prerequisites
Data requirements:
Contract manufacturer already defined as a supplier and supplier site prior to the class,
such as Hi-Tech Contract Manufacturer Inc.
Contract manufacturer defined as an Inventory organization prior to the class.
Steps
Navigate to the Manage Inventory Organization Parameters Page

2. Click Search.
3. Enter Manage Inventory Organizations in the search box and click Search.
4. In the search results, click the Manage Inventory Organizations link to navigate to the
search region.
5. Enter the following search criteria and click Search.
Field Value
Organization Name Boise
6. Click the Edit icon. The details of the organization display. Note if this is an Internal or
External organization.
7. Click Next to navigate to the Manage Inventory Organization Parameters page.
8. On the General tab, review the settings for the Manufacturing section.
Practice Complete
You have reviewed the contract manufacturing inventory organization parameters setup.
You have seen that the contract manufacturing organization is set up as an external
organization and is a manufacturing plant. The contract manufacturer and their site are defined
as supplier and supplier site associated with the organization.
Chapter 24 - Page 2
Practice 24-2: Review Item Attribute Settings in Product Information
Management (PIM)
Overview
This practice session helps you review and understand how a contract manufacturing finished
good and service item attributes are set up using appropriate item templates. You will also
review the item structure for the contract manufacturing finished good item, where the contract
manufacturing service item is included as one of the component.
Prerequisites
Data requirements:
Inventory organization and supplier set up for contract manufacturer reviewed in
Practice 24-1.
Contract manufacturing service item and finished good item already created and
associated to the contract manufacturing organization prior to the class.
Item structure created for contract manufacturing finished good item in the contract
manufacturing organization which includes the service item prior to the class.
Summary of Tasks
Navigate to the Product Information Management work area
Search for item and review the details
Steps
Navigate to the Product Information Management work area

1. In the Navigator, click Product Information Management under Product Management.
2. From the Tasks panel tab, click Manage Items.
Search for item and review the details

3. In the Manage Items page, enter the following search criteria and click Search. The search
results display multiple items. Notice that the item is listed in the search results for each
inventory organization it is assigned to. Also notice that for each instance of the contract
manufacturer item in an organization, there is a corresponding service item which is
designated by _s appended to its name.
Field Value
Item AS7751100 - Vision Slimline 5100 Tablet,
128 GB, 8" Display
4. Click the item AS7751100 that is assigned to a contract manufacturer organization 004 and
navigate to the item definition details. The Edit Item page displays item definition details.
5. Click the Specifications tab, and view the values under the WIP section. Notice that the
value for Build in WIP is Yes and the value for Contract Manufacturing is Yes.
6. Click Planning under Item Organization on the left-hand side of the page. Since this item
will be manufactured by the contract manufacturer, the Make or Buy option is set to Make.
Chapter 24 - Page 3
7. Click the Structures tab to view finished goods item definition.
8. Click the structure name Primary to review the item structure. Note that the contract
manufacturing service item is included as a component in the item structure.
9. Click the service item to navigate to its definition.
10. Follow steps 7-10 to review the service item definition. Review if the service item
specifications match the finished goods item definition.
11. The values in the WIP section on the Specifications tab are different. In this case the Build
in WIP flag is No.
12. On the Planning tab, notice that the Make or Buy flag is set to Buy.
Practice Complete
You have navigated the product information work area.
Chapter 24 - Page 4
Practice 24-3: Review the ATP and Sourcing Rules for Contract
Manufacturing
Overview
This practice session helps you review and understand how Available to Promise (ATP) and
Sourcing rules are set up for contract manufacturing finished goods item. ATP and sourcing
rules are used to schedule a sales order and determine supply recommendations for fulfilling a
contract manufacturing order.
Prerequisites
Data requirements:
Inventory organization and supplier set up for contract manufacturer reviewed in the
previous Practice 24-1.
Contract manufacturing service item and finished goods item including the item
structure reviewed in Practice 24-2.
ATP and Sourcing rules for contract manufacturing finished goods item already created
prior to class.
Summary of Steps
Navigate to the Order Promising Work Area
Search for ATP Rule and Review Details
Search for Sourcing Assignment and Examine Details
Steps
Navigate to the Order Promising Work Area

1. In the Navigator, click Order Promising under Value Chain Planning.k
2. From the Tasks panel tab, click Manage ATP Rules.
Search for ATP Rule and Review Details

3. In the Manage ATP Rules page, enter the following search criteria and click Search.
Field Value
Assigned-to Item AS7751100 - Vision Slimline 5100 Tablet, 128 GB, 8" Display
4. Select the record in the search results and click the Edit icon.
5. Note that the following are selected in the Promising Attributes region:
Supply chain availability search
Search components and resources
6. Note the options selected in the Supply Chain Availability Search Attributes region.
Discuss what will occur at run time when item availability is requested.
Chapter 24 - Page 5
Search for Sourcing Assignment and Examine Details
7. From the Tasks panel tab, click Manage Assignment Sets to view sourcing rules.
Sourcing rules are created before sourcing assignments can be set, but you will examine
the existing setup for a specific product.
8. In the Manage Assignment Sets page, enter the following search criteria and click
Search.
Field Value
Name GlobalOrderPromising
Note: The active assignment set in an environment is specified in the
MSP_DEFAULT_ASSIGNMENT_SET property, which is found in the set-up task Manage
Administrator Profile Values.
9. Click the Edit icon to view the sourcing assignment rules.
10. Select Query by Example from the View menu, or click the Query by Example icon. A
row appears in the table above the header row. You can enter values in the query fields to
search the table.
11. Enter the complete or a part of the product name in the query field above the Item column
and press Enter on the keyboard. The assignment rule corresponding to the product name
displays in the table.
12. Note the values of the following parameters:
Assignment Level
Organization
Sourcing Type
Sourcing Rule or Bill of Distribution
13. Select your item and click View Sourcing to view associated sourcing rules. Notice the
number of records in the Sources region for this rule, and the values of Type and
Organization.
Practice Complete
You have successfully searched for the ATP and sourcing rules and examined the details,
including the sourcing assignment.
Chapter 24 - Page 6
Practice 24-4: Review Supplier Association to Inventory Organization
in Supply Network Model
Overview
This practice session helps you review the association of the contract manufacturer and their
site (supplier and supplier site) with the contract manufacturing organization in the Supply
Network Model.
Prerequisites
Data requirements:
Planning collections are run for suppliers and inventory organizations prior to the class.
Steps
Navigate to the Maintain Supply Network Model Page

1. In the Navigator, click Planning Central under Value Chain Planning.
2. From the Tasks panel tab, click Maintain Supply Network Model.
3. In the Organizations tab, enter the following search criteria and click Search.
Field Value
Organization 004
The contract manufacturing organization displays in the search results.
4. Review the Supplier and Supplier Site association with the contract manufacturing
organization.
Practice Complete
You have successfully reviewed the supplier and supplier site association to the contract
manufacturing organization in the supply network model.
Chapter 24 - Page 7
Chapter 24 - Page 8
Solution: Application Setup
Part 2
Chapter 25
Chapter 25 - Page 1
Demonstration 25-1: Create Item Transaction Default
Overview
This demonstration will cover how to set up an item transaction default for the contract
manufacturing service item.
Whenever the contract manufacturing purchase order is received, the service item will be
received into the default receiving subinventory defined in the item transaction defaults. The
supply subinventory for the service item in the work definition must be setup with the same
subinventory. This ensures that when the work order for the finished goods is completed, the
finished goods item is automatically removed from this subinventory as the supply type in the
work definition is set to Assembly Pull.
Prerequisites
Data requirements:
Contract manufacturing service item, organization and work order are already created.
Steps
Navigate to the Manage Item Transaction Defaults Page

2. Click Search to bring up the search parameters.
3. Enter Manage Item Transaction Defaults in the search field and click Search.
4. Click Manage Item Transaction Defaults in the search results.
5. In the Select Organization dialog box, select 004 Boise contract manufacturing
organization, and click OK.
6. In the Manage Item Transactions Defaults page, click the Add icon.
7. Enter the following values:
Field Value
Item AS7751100_S
Item Description Service Item: Vision Slimline 5100 Tablet, 128 GB, 8"
Display
Default For Receiving
Subinventory Stores
8. Click the Save and Close button.
You have successfully created an item transaction defaults for a contract manufacturing service
item.
Chapter 25 - Page 2
Practice 25-1: Review Purchase Agreement and Attached Work
Definition Document
Overview
This practice session helps you review the blanket purchase agreement created on the contract
manufacturer and view how a work definition document is attached to the agreement.
Prerequisites
Data requirements:
Blanket Purchase Agreement created on the contract manufacturer and the contract
manufacturing work definition document attached to the agreement prior to the class.
User Login:
scmXX.student (XX is the student number assigned to you)
calvin.roth
Summary of Tasks
Navigate to the Manage Agreements Page
Search for Agreement and Review Details
Steps
Navigate to the Manage Agreements Page

1. Sign in with the username calvin.roth and your current password. This account is used for
buyer-related activities.
2. In the Navigator, click Purchasing under Procurement.
3. In the Tasks panel tab, click Manage Agreements. The Manage Agreements page
appears.
Search for Agreement and Review Details

4. Search for the agreement, either by the agreement number 52203 or by entering High
Tech Contract Mfg in the Supplier field.
5. In the search results, click the agreement number link to view the details. The Blanket
Purchase Agreement page opens.
6. Review that the contract manufacturing service item has a record in the Lines tab.
7. Click the Notes and Attachments tab, and view the attachment. Notice that the attachment
is a Work Definition Report for the contract manufactured item AS7751100_S.
8. Click View PDF at the top of the Blanket Purchase Agreement page to open a PDF version
of the BPA. Notice that the Work Definition Report is listed in the agreement along with the
other terms.
Practice Complete
You have successfully searched for the purchase agreement with the contract manufacturer and
reviewed the agreement line details and the attached work definition.
Chapter 25 - Page 3
Note: The blanket purchase agreement is set up to automate creation of a purchase order
for a contract manufacturing service item. The work definition PDF or XML document
attached at the agreement level is sent as an attachment to the contract manufacturer
along with the purchase order.
Chapter 25 - Page 4
Practice 25-2: Review Supplier Setup in Procurement
Overview
This practice session helps you view how a contract manufacturer is modeled as a regular
supplier and supplier site.
Prerequisites
Data requirements:
Contract manufacturer defined as a supplier and supplier site prior to the class.
User Login:
calvin.roth
Steps
Navigate to the Manage Suppliers Page

2. In the Navigator, click Suppliers under Procurement.
3. In the Tasks panel tab, click Manage Suppliers. The Manage Suppliers page displays.
4. Enter 1330 in the Supplier Number field and click Search.
5. In the search results, click the supplier name to view supplier details. The Edit Supplier
page appears. Notice that the Supplier Type is set as Supplier like any other regular
supplier.
6. Click the Sites tab. Review the site that was used in the Supply Network Model in the
activity from the previous lesson.
Practice Complete
You have successfully completed reviewing the details of the contract manufacturer modeled as
a regular supplier and supplier site.
Chapter 25 - Page 5
Chapter 25 - Page 6
Solution: Back-to-Back Flow
Chapter 26
Practices for Lesson 26: Contract Manufacturing Solution: Back-to-Back Flow

Chapter 26 - Page 1
Practice 26-1: Create Sales Order and Review Supply Details
Overview
This is the first of three practice sessions that will help you execute an end-to-end contract
manufacturing flow fulfilling a customer order (Back-to-Back Contract Manufacturing flow).
In this practice session, you will be creating a sales order against a purchase order received
from a customer for the contract manufacturing finished goods item and then review how the
supply documents are created to execute a contract manufacturing flow.
Prerequisites
Data requirements:
All the setups and data that you have reviewed in the previous practice sessions are
already created and available prior to this class.
Note: Completion of this practice is required before starting the remaining practices in this
lesson.
Summary of Tasks
Navigate to Order Management and Create an Order
Navigate to Supply Orchestration to View Manufacturing and Purchasing Documents
Steps

2. Click Create Order in the Order Management dashboard.
3. Select US1 Business Unit in the Business Unit field.
4. Enter Computer Service and Rentals to search for and select the customer. Ensure that
Computer Service and Rentals is selected in the bill-to and ship-to customer fields.
5. Search and select for the AS7751100 - Vision Slimline 5100 Tablet, 128 GB, 8" Display
contract manufacturing finished goods item.
6. In the Quantity field, enter the quantity 1.
7. Click Add to create the order line.
8. Select the Shipment Details tab.
9. Under the General tab, enter the Requested Date as three days from the current date.
10. Click the Supply tab.
11. In the Warehouse field, select 004 - Boise to specify the contract manufacturing
organization.
12. Click Save.
13. Click Submit. Note down the sales order number because it is needed in later steps.
14. Click the Actions menu and select Switch to Fulfillment View to see fulfillment details.
15. Select the Fulfillment Lines tab, select the General tab, and click the Orchestration
Process Number link.
16. Click the Orchestration Plan tab and notice that the order is scheduled and a supply
request has been sent.

Chapter 26 - Page 2
Before the supply order can be (automatically) created, Planning must release the associated
recommendations. These next steps are needed in a testing environment where the service is
not running on a periodic basis. Your instructor will run this service once each student has
created a sales order.
Please wait for your instructor to release the planning recommendations before moving
to the next section of the practice.
For reference, below are the steps to run the program manually.
17. In the Navigator, select Scheduled Processes under Tools.
19. In the Name field, search for and select Release Planning Recommendations.
20. In the search results, select the Release Planning Recommendations program to run and
click OK.
21. Click Submit to start the process as no parameters need to be set. Click OK on the
confirmation dialog box.
22. Click the Close button.
23. Click the Refresh icon to refresh the screen until your job is complete.
25. Log in using your previous parameters.
26. Search for your order number. Find the order and review its status.

28. Click the Supply Details tab in the Attributes region of the Fulfillment Lines tab, and
view the Supply Order Number and Supply Status, which indicate that the supply order is
created.
29. Click Supply Order Number to navigate to the Supply Order Details page in the Oracle
Fusion Supply Chain Orchestration application.
30. Click the supply tracking line 1.1 to view the orchestration plan details. Note that the work
order is created and reserved against the sales order. The purchase order is created and
the work order is updated with the purchase order details.
31. Click the Execution Documents tab in the Line Details region.
32. Notice that a Reservation, Requisition, Purchase Order and Work Order have been created.
Note down the work order number for later reference.
Practice Complete
You have successfully created a sales order for a contract manufacturing finished goods item
and released the planning recommendations. You have reviewed the back-to-back contract
manufacturing steps, and examined the supply documents that are automatically created.

Chapter 26 - Page 3
Practice 26-2: Record Production Progress, Complete Manufacturing,
and Check Inventory
Overview
This is the second of three practice sessions that will help you execute an end-to-end contract
manufacturing flow fulfilling a customer order (Back-to-Back Contract Manufacturing flow). In
this practice session, you will be manually update the work order with the production progress
received and complete the manufacturing process as reported by the contract manufacturer.
You will also review the finished goods inventory in the contract manufacturing warehouse.
Prerequisites
Data requirements:
Practice 26-1 is successfully executed.
Note: Completion of this practice is required before starting the remaining practice in this
lesson.
Summary of Tasks
Navigate to Work Execution Page to Update Production Progress
Navigate to Warehouse Operations to Check Inventory
Navigate to Order Management to Verify that Supply is Available for Shipping
Steps
Navigate to Work Execution Page to Update Production Progress

1. In the Navigator, click Work Execution under Manufacturing.
2. In the Select Organization dialog box, enter 004 Boise in the Organization field and click
OK.
3. In the Tasks region, select Review Dispatch List.
4. Verify that Tablet Contract Mfg is selected in the Work Area list. Then, search for the work
order number that you recorded in Practice 26-1, Step 32.
5. Click the Work Order link to open the work order.
6. Select the Reservation tab and note that the work is reserved against the sales order.
7. Select the Operations tab and review the milestone or count point operations.
9. In the search results table, click the arrow to expand work order details.
10. Enter the completed quantity reported by the contract manufacturer in the Complete field
and click Quick Complete. Notice the confirmation message that the first milestone
operation is completed with reported quantity and the last milestone operation is ready for
completion.
11. Repeat steps 3 to 10 assuming that the contract manufacturer has reported the completion
of the last operation. A confirmation message will display stating that a receipt has been

Chapter 26 - Page 4
created for the service item, the last operation is completed and the finished goods items
have been delivered to inventory.
12. Click Done.
13. In the Tasks region, click Manage Work Orders.
14. Search for the work order number saved from the Supply Orchestration view.
15. In the search results, click the work order number. The Work Order page opens.
16. Select the History tab to view the history summary.
17. Click Transaction History to navigate to the Production Transaction History page and
view details, such as transaction types and inventory transactions.
Navigate to Warehouse Operations to Check Inventory

19. In the Select Organization dialog box, enter the contract manufacturing organization 004
Boise in the Organization field and click OK.
20. In the Search For field, select Reservations and Picks and click the Advanced button.
21. On the Manage Reservations and Picks page, select Reservations in the Search field,
select Boise 004 in the Organization field, select Sales order in the Demand Document
Type field, and enter your sales order number in the Demand Document field. Then, click
Search.
22. Click the arrows in the Demand column to open up the hierarchy levels until you see the
item.
23. Click the item. Note that in the Details region on the Reservation tab, a reservation against
your sales order is displayed.
24. Expand the item shown in the search results by clicking the arrow until your sales order is
displayed. Click the Demand tab in the Details region. Notice that information for your sales
order is shown.
Navigate to Order Management to Verify that Supply is Available for Shipping

26. In the Order Management dash board, search for your sales order number. Notice that the
sales order status is Awaiting Shipping.
28. In the Supply Details tab in the Attributes section of the Fulfillment Lines tab, note that
the supply status is set to Goods Available.
Practice Complete
You have successfully updated the tracking work order with the production progress reported by
the contract manufacturer and verified that the contract manufacturing finished goods item is
created in the contract manufacturing organization and the reservation has been transferred to
On-Hand from the work order. You have also verified that the supply status is set to Goods
Available in the fulfillment view and the sales order status set to Awaiting Shipping.

Chapter 26 - Page 5
Practice 26-3: Ship to Customer and Close Supply Order
Overview
This is the last of three practice sessions that will help you execute an end-to-end contract
manufacturing flow fulfilling a customer order (Back-to-Back Contract Manufacturing flow). In
this practice session, you will be initiating a shipping request to the contract manufacturer and
receive the shipment confirmation from the contract manufacturer. Then, verify that the
shipment is complete and the supply order is closed.
Prerequisites
Application requirement:
SOAP-UI with predefined projects for transmission of shipping documents.
Data requirements:
Practice 26-1 and Practice 26-2 are successfully executed.
Summary of Tasks
Create Outbound Shipment Request
Run Shipment Line Service to Relay the Shipment Requests to the Contract
Manufacturer
Run Shipment Service to Receive Shipment Confirmation from Contract Manufacturer
Run the Perform Shipping Transaction ESS job to record the shipment confirmation
Navigate to Shipments Page to Verify Shipment Status
Navigate to Order Management to Verify Sales Order Status
Steps
Create Outbound Shipment Request

1. In the Navigator, under Warehouse Operations, click Shipments.
2. Enter the contract manufacturing organization Boise 004 and click OK when prompted.
3. Click the Search task and select Lines, then search using your sales order number.
4. Notice that Shipment Line is in Ready to Release status and the Integration Status is in
Ready to Interface status. Click Cancel to return to the Overview page.
5. In the Tasks panel tab, click Create Outbound Shipment Request.
6. Enter the contract manufacturing organization in the Ship from Organization field Boise
004 and your sales order number in the Order field and click Submit.
7. Note down the Shipment Request Number which will be used later and click OK.
Run Shipment Line Service to Relay the Shipment Requests to the Contract Manufacturer
(informational only)
This section requires the use of a publicly exposed web service to transmit the shipment request
to the contract manufacturer.

Chapter 26 - Page 6
8. In the Start Menu, click the link for the SOAP-UI in the Smart Bear group. Select the ship
request project and open the editor.
9. Open the file containing the ship request (ship_request.txt) and copy the contents into the
ship request project in the SOAP-UI application.
10. Set PickBatchName to the value of your shipment request number noted earlier.
11. Click Submit.
12. Return to the Shipments page and refresh the view. Notice that the Interface status is set
to Interfaced, indicating that the shipment request is relayed successfully to the contract
manufacturer.
13. Click Cancel.
14. Search for your sales order number in Manage Shipments Lines and note the line number
as that will be required to run the Shipment Service in the next step.
Run Shipment Service to Receive Shipment Confirmation from Contract Manufacturer

15. Open the SOAP-UI application again. Select the ship confirm project and open the editor.
16. Open the file containing the ship confirmation (ship_confirm.txt) and copy the contents to
the ship request project in the SOAP-UI application.
17. Enter the Sales Order Number as the Shipment Name and Shipment Line Number as the
Delivery Detail ID as noted in the previous steps.
18. Click Submit. Notice that Shipment Service is run successfully.
Run the Perform Shipping Transaction ESS job to record the shipment confirmation
21. Search for and select Perform Shipping Transaction, and click OK.
22. Enter your sales order number in the Shipment field and click Submit.
23. Note the process number and click OK.
24. Search for the process number noted above and confirm that the process is run
successfully.
Navigate to Shipments Page to Verify Shipment Status (informational only)

25. In the Navigator, under Warehouse, click Shipments.
26. Enter the contract manufacturing organization Boise 004 and click OK when prompted.
27. Click the Search task and select Lines, then search using your sales order number.
28. Notice that Shipment Line status is Closed.
Navigate to Order Management to Verify Sales Order Status

30. Search for your order number. Note that the status of the order line is now set to Awaiting
Shipping.
31. From the Actions menu, select Switch to Fulfillment View to view fulfillment processing
information.
33. Click the Supply Details tab and notice that Supply Order status is Closed.

Chapter 26 - Page 7
34. Click the Supply Order Number link and notice that the supply tracking line status is set to
Fulfilled and the supply order status is set to Closed.
Practice Complete
You have successfully shipped the contract manufacturing finished goods item from the contract
manufacturer to your customer. With this you have completed executing an end-to-end Back-to-
Back Contract Manufacturing flow.

Chapter 26 - Page 8
Solution: Plan-to-Produce
Flow
Chapter 27
Practices for Lesson 27: Contract Manufacturing Solution: Plan-to-Produce Flow

Chapter 27 - Page 1
Practices for Lesson 27: Contract Manufacturing Solution: Plan-to-Produce Flow

Chapter 27 - Page 2
Solution: Change
Management
Chapter 28
Practices for Lesson 28: Contract Manufacturing Solution: Change Management

Chapter 28 - Page 1
Practice 28-1: Execute Demand-Side Change to a Contract
Manufacturing Order
Overview
This practice session will help you execute a demand-side change flow for a back-to-back
contract manufacturing flow. In this practice session, you will initiate a demand-side change by
modifying the sales order quantity as your customer has requested to reduce the quantity. You
will also review how the change is handled in the contract manufacturing flow.
Prerequisites
Data requirements:
The sales order was created as part of Practice 26-1.
Summary of Tasks
Navigate to Scheduled Processes to Release Planning Recommendations
Navigate to Order Management to Initiate a Demand Change
Navigate to Scheduled Processes to Update Planning Recommendations
Navigate to Supply Orchestration and Review Demand Change Processing
Steps

2. Click Create Order in the Order Management dashboard.
3. Select US1 Business Unit in the Business Unit field.
4. Enter Computer Service and Rentals to search for and select the customer. Ensure that
Computer Service and Rentals is also selected in the bill to and ship to customer fields.
5. Search for and select the AS7751100 - Vision Slimline 5100 Tablet, 128 GB, 8" Display
contract manufacturing finished goods item.
6. In the Quantity field, enter the quantity 20.
7. Click Add to create the order line.
8. Select the Shipment Details tab.
9. Under the General tab, enter the Requested Date as three days from the current date.
10. Click the Supply tab.
11. In the Warehouse field, select 004 - Boise to specify the contract manufacturing
organization.
12. Click Save.
13. Click Submit. Note the sales order number because it is needed in later steps.
14. Click the Actions menu and select Switch to Fulfillment View to see fulfillment details.

Chapter 28 - Page 2
Navigate to Scheduled Processes to Release Planning Recommendations
17. In the Name field, search for and select Release Planning Recommendations.
18. Click OK.
19. Now that the Release Planning Recommendations program is selected to run, click OK.
20. Click Submit to start the process as no other parameters need to be set, and Ok on the
confirmation. Click the Close button.
22. Log in using your previous parameters to return to Order Management.
23. In the Navigator, select the Order Management icon.

26. Click the Supply Details tab in the Attributes region of the Fulfillment Lines tab, and
view the Supply Order Number and Supply Status, which indicate that the supply order is
created.
27. Click Supply Order Number to navigate to the Supply Order Details page in Oracle
Fusion Supply Chain Orchestration application.
28. Click the supply tracking line 1.1 to view the orchestration plan details. Note that the work
order is created and reserved against the sales order. The purchase order is created, and
the work order is updated with the purchase order details and is in waiting for it to be
completed.
Navigate to Order Management to Initiate a Demand Change

30. Search for your sales order number created in the previous steps.
31. In the search results, click on the order link and navigate to the Order page.
32. From the Actions menu, select Create Revision.
33. Reduce the ordered quantity in the quantity field.
34. Click Save.
35. Click Submit.
36. Click OKon the confirmation message.
37. From the Actions menu, select Switch to Fulfillment View to see fulfillment details. Notice
that the quantity is reduced on the sales order line.
Navigate to Scheduled Processes to Update Planning Recommendations

40. Open the name dropdown and select Search.
41. Type Release Planning into the Name field and click the Search button.
42. Select Release Planning Recommendations and click OK.

Chapter 28 - Page 3
43. Now that the Release Planning Recommendations program is selected to run, click OK.
44. There are no parameters to set, so click Submit to start the process and click Ok on the
confirmation. Click the Close button.
46. Log in using your previous parameters to return to Order Management.
47. In the Navigator and select the Order Management icon.
Navigate to Supply Orchestration and Review Demand Change Processing

50. Click the Supply Details tab in the Attributes region of the Fulfillment Lines tab. The
Supply Details tab shows the supply order number and supply status.
51. Click the Supply Order Number link to view the supply order details. Review the changes
in supply line quantity, which is updated with the reduced sales order quantity.
Note: If the changes are under progress, a lock icon displays on the supply line and supply
tracking line.
52. Select the Execution Documents tab and verify if the purchase order quantity, work order
quantity, and reservation quantity are updated successfully with the reduced sales order
quantity, thus matching the supply quantity with the demand quantity.
53. Note down the purchase order for use in next practice.
54. Click Done to navigate back to the Supply Orchestration page. Once the change is
processed, the lock icons are removed and the supply line and supply tracking line
quantities are updated correctly.
Practice Complete
You have successfully processed a demand change in a back-to-back contract manufacturing
flow.

Chapter 28 - Page 4
Practice 28-2: Execute Supply-Side Change to a Contract
Manufacturing Order
Overview
This practice session will help you execute a supply-side change for a back-to-Back contract
manufacturing flow. In this practice session, you will initiate a supply-side change by modifying
the promised delivery date on the purchase order as the contract manufacturer is unable to
meet the date due to break down at their facility. Review how the change will be handled in the
contract manufacturing flow.
Prerequisites
Data requirements:
The sales order was created as part of Practice 26-1.
The sales order from the previous practice can be used. Purchase order is still open.
User Login
calvin.roth
Summary of Tasks
Navigate to Manage Purchase Order Page to Modify the Promised Delivery Date
Navigate to Supply Orchestration to Review Supply Change Processing
Navigate to Order Management to review supply status
Steps
Navigate to Manage Purchase Order Page to Modify the Promised Delivery Date
2. In the Navigator, click Purchasing under Procurement.
3. In the Tasks panel tab, select Manage Orders. The Manage Orders page appears.
4. Enter the purchase order noted in the last practice in the Order field, and click Search.
5. In the search results, click the order number link. The Purchase Order page opens.
6. In the Actions menu, select Edit. A warning message displays stating that a change order
will be crated on the document.
7. Click Yes to confirm and create a change order.
8. In the Edit Change Order tab, scroll down to the Lines tab to view order lines. Review the
date value in the Requested Delivery Date field. Note: If you do not see the Requested
Delivery Date field, click the View menu and select Show All under Columns.
9. Select a date in Promised Delivery Date field which is greater than the requested delivery
date by at least 5 days.
10. Enter a change reason in the Description field.
11. Click Save.
12. Click Submit to process the PO change order. This will trigger a change process in supply
orchestration.
13. Sign out from the user menu.

Chapter 28 - Page 5
Navigate to Supply Orchestration to Review Supply Change Processing
14. Sign in with your assigned SCM username and password.
16. In the Search panel tab, enter the sales order noted previously in the Supply Request
Reference Number field, and click Search.
17. In the search results, click the Supply Order Number link to view the supply order details.
Note: A lock icon displays on the supply line and supply tracking line, if the supply change
is still under progress.
18. Navigate to the Execution Documents tab and verify that the work order completion date
is updated with the revised purchase order promised delivery date.
19. Click the work order number link and navigate to the Work Order page and notice that the
completion date is updated successfully with the revised PO promised delivery date.
20. Click Done to navigate back to Supply Orchestration.
21. Notice that the lock icons are removed indicating that the supply change process is
complete.
22. Notice that a Date Pushed Out exception is logged on the supply tracking line. This
exception will be relayed to Oracle Fusion Order Management in order to notify the Order
Manager on the supply exception. This will enable Order Manager to take appropriate
corrective action. Next review the supply status in Order Management.
Navigate to Order Management to review supply status

24. Search for your sales order number created in the previous steps. The Manage Orders
page appears.
25. Click the order link to navigate to the Order page and view order details.
26. From the Actions menu select Switch to Fulfillment View to see fulfillment details.
27. Select the Supply Details tab in the Attributes section of the Fulfillment Lines tab. The
tab displays the Supply Order Number and the Supply Status set to Exception. The
fulfillment line status is set to Manual Action Required indicating to the Order Manager to
take appropriate corrective action as the supply is in exception.
Practice Complete
You have successfully processed a supply side change in a back-to-back contract
manufacturing flow.

Chapter 28 - Page 6

Adv Fulfillment

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Oracle SCM Cloud: Advanced

Supply Chain and Fulfillment

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Practices for Lesson 1: Course Introduction.................................................................................................1-1

Practices for Lesson 3: Supply Chain Orchestration Overview...................................................................3-1

Practices for Lesson 4: Key Setups in Supply Chain Orchestration ...........................................................4-1

Practices for Lesson 10: Overview of Drop Ship ..........................................................................................10-1

Practices for Lesson 11: Drop Ship Setup .....................................................................................................11-1

Practices for Lesson 12: Drop Ship Execution..............................................................................................12-1

Practices for Lesson 13: Drop Ship Change Management ...........................................................................13-1

Practices for Lesson 15: Internal Material Transfer Management ...............................................................15-1

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 19: Purchasing Consigned Inventory .........................................................................19-1

Practices for Lesson 20: Consigned Inventory Management ......................................................................20-1

Practices for Lesson 21: Consigned Inventory Supplier Collaboration ......................................................21-1

Practices for Lesson 22: Consigned Inventory Payables Matching ............................................................22-1

Practices for Lesson 23: Contract Manufacturing Solution: Overview .......................................................23-1

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 1: Course Introduction

There are no practices for this lesson.

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 1: Course Introduction

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

There are no practices for this lesson.

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Supply Chain Orchestration Overview

There are no practices for this lesson.

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 3: Supply Chain Orchestration Overview

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Key Setups in Supply Chain Orchestration

User Login: scmXX.student (XX is the student number assigned to you)

Navigate to Schedule Processes

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Key Setups in Supply Chain Orchestration

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration

User Login: scm00.Instructor

View the Supply Lines Overview page

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration

View the Supply Order Details Page

Requested Quantity required on the line.

Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration

View the Execution Documents Tab

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration

User Login: scmXX.student (XX is the student number assigned to you)

View the Supply Lines Overview page

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration

View the Supply Order Details Page

Requested Quantity required on the line.

Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration

View the Execution Documents Tab

Copyright 2016, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration

Practices for Lesson 5: Tracking Supply Orders in Supply Chain Orchestration