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Line Status in Order

Management Suite
An Oracle Topical Essay
Updated September 2002
Line status in Release 11i
Oracle Order Management and Shipping Execution Release 11i provides line status to
best reflect the stage of the process for the order line and delivery line.
Starting in R11i.4, Oracle Shipping Execution expanded the status offering with the
addition of four new statuses: Released to warehouse, Backordered, Staged, and
Shipped.
In R11ifamily pack H, Oracle Shipping Execution further expanded the line status
visibility with the addition of the new View Shipping Status window. It can be
accessed from the Delivery list of Actions on the Shipping Transactions form.
This topical essay will cover the flow and definitions of the order line and delivery
line status from time of order entry to invoice. Additionally, a table is provided at the
back of this document to serve as a quick reference for viewing Actions and
associated line status within the: 1- Order Organizer, 2- Sales Order form, and 3-
Shipping Transactions form.

Standard Flow (also includes PTO)

Line Status Flow


Oracle Order Management captures the order line status in the Sales Order Pad on the
Line Items Main tab in the status field and in the Order Organizer on the Summary
and Line tabs. Oracle Shipping Execution displays the delivery line status in the
Shipping Transactions Form on the Lines/LPN Main tab in the Line Status field. For
a standard flow the statuses are:
Begin by placing the order in Order Management (OM):
Entered (OM): Order is saved but not booked.
Booked (OM): Order is booked.
Scheduled (OM): A user can customize the Workflow to show the Scheduled status
which indicates that the order line has been successfully scheduled. When the ship
line logic starts, the order line status changes to Awaiting Shipping.
Awaiting Shipping (OM): Order is booked but lines are not yet picked.
Open (OM): This status of a delivery on the Additional Line Information form
indicates that none of the delivery lines associated with that delivery have been ship
confirmed.
Navigating to Shipping Execution, the delivery line status flow is:
Ready to Release (SE): Order line is booked and passed to Shipping Execution. It
is now a delivery line that is eligible for Pick Release.
Submitted for Release (SE): In Release 11i.4, Submitted for Release status
changes name to Released to warehouse.
Released to Warehouse (SE): Pick Release has started but not completed. Either
no allocations were created or allocations have not been Pick Confirmed.

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Not Ready to Release (SE): A delivery line may be in this status when it is
interfaced manually into Shipping, is not scheduled and has no reservations. When
lines are imported automatically from Order Management this status is not used.
Released (SE): Pick Release has run successfully. The action has translated the
delivery lines into move order lines in Inventory. The move order lines have been
allocated and pick confirmed. Once a delivery has been created, the delivery and its
associated delivery lines are eligible for Ship Confirm. This status is no longer valid
starting with Release 11i.4. Released was replaced by the following three additional
statuses:
Backordered (SE): The delivery line is pick released but no allocations were created
or partial allocations occurred. As an example, if a delivery line has a quantity of
100, and at pick release only 25 are available for allocation, the original delivery line
splits to create a new line (quantity of 75) for the unallocated portion with a status of
Backordered. The quantity on the original delivery line changes to 25 to reflect the
allocated portion with a status of Staged/Pick Confirmed.
Staged/Pick Confirmed (SE): The delivery line is successfully pick released. It
occurs after pick confirm to indicate subinventory transfer from source location to
staging location is complete. Lines staged until they are ship confirmed.
Both Backordered and Staged/Pick Confirmed status provide the ability to perform
opportunistic cross-docking for warehouse organizations with Oracle Warehouse
Management System (WMS) installed.
Shipped (SE): This line status indicates that the delivery associated with the delivery
line(s) is ship confirmed.
In Transit (SE): This delivery status indicates that the delivery associated with the
line is ship confirmed and the pick up stop is closed.
Confirmed (SE): This delivery status indicates that the delivery line is either shipped
or backordered and the trip stops are open.
Navigate back to Order Management and query the order which results in OM
pulling updated Pick Release information from Shipping Execution (in R11i.4, these
statuses will occur after Staged/Pick Confirmed and Backordered respectively):
Picked (OM): Pick release has completed normally (both allocation and pick
confirm). The delivery associated with the delivery line(s) may have also been Ship
Confirmed but the Delivery may not be set in transit and the Trip may not be closed.
Picked Partial (OM): This status occurs when a delivery line is not allocated the full
quantity during Pick Release and Ship Confirm has not occurred.
The delivery line splits during Ship Confirm and the information passes to Order
Management through the Process Order API. The order line then splits to reflect the
changes that occurred during the Shipping process. As an example, a customer orders
quantity 50. There are 20 on hand in inventory. The delivery line splits into two
delivery lines and therefore represents two order lines in Order Management. The
order line with quantity 20 has the status of Picked or Shipped depending on whether
or not the delivery line is Ship Confirmed, the Delivery set in transit and the Trip
closed. The second order line with a quantity of 30 has a status of Awaiting
Shipping.

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Shipping Execution pushes status information to Order Management once Ship
Confirm is completed:
Shipped (OM): The delivery associated with the line is Ship Confirmed. The
Delivery status is set to in transit. This status appears in the Additional Line
Information at the Pick Status field.
Interfaced (SE): If delivery was sourced from Oracle OM: The delivery line is
shipped and the OM Interface and Inventory Interface concurrent processes have
completed.
If delivery was sourced from an Oracle Application other than OM: The delivery
line is shipped and the Inventory Interface concurrent process has completed.
Awaiting Fulfillment (OM): Not all shippable lines in a fulfillment set or a
configuration are fulfilled. This is a synchronization step within the Workflow
process.
Fulfilled (OM): All lines in a fulfillment set are fulfilled.
Note: Fulfillment Sets are defined as a group of order lines that get fulfilled together.
Items that are not shippable can be in fulfillment sets with shippable items, and then
will not be fulfilled (and therefore invoiced) until the shippable items are fulfilled. A
line can belong to either a ship set or an arrival set, but can belong to multiple
fulfillment sets.
Interfaced to Receivables (OM): Invoice Interface has been launched. Order
Management writes information to Receivables tables.
Partially Interfaced to Receivables (OM): This status is used in a PTO flow and
indicates that the particular PTO item is required for revenue.
Closed (OM): Closed indicates that the line is closed. It does not necessarily
indicate that the line is interfaced to Accounts Receivable (AR) since you must “close
line” activity in a no-bill flow.
Canceled (OM): Indicates that the line has been completely canceled. No further
processing will occur for this line.

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The following scenario will emulate a Standard customer order from the first customer
call to the invoice. The line status will assist the customer service agent on the
Shipper's side to answer the questions of the Customer.

Entered Status (OM)


A customer calls and begins placing an order with the customer service representative.
The customer is unclear whether or not the order is complete and indicates that he/she
will call back to finish placing the order. The customer service representative saves
the order to capture the current information but will not book the order because the
customer has indicated that the order is not complete. Both the Order Header and the
Order Lines associated with the customer call will have the status of Entered once the
order is saved. The line on the order exists in the system and can be queried when the
customer calls back to complete the order. The following window illustrates the Sales
Order form with a status of Entered.

Entered status on the Line Items’ Main tab in Sales Order form.

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Booked Status (OM)
The customer service representative receives a second call the customer and adds two
additional lines to the order. The customer indicates that the order is complete so the
user Books the order. The following window illustrates the Sales Order form with a
status of Awaiting Shipping.

Awaiting Shipping status on the Line Items’ Main tab in the Sales Order form.

The Order Information tab shows that the order status is Booked.

Booked status on the order header in the Sales Order form

Ready to Release Status (SE)

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Once the order has been booked, the information passes to Shipping Execution. Order
lines appear as delivery lines. Initially, it is a one to one ratio of order line to delivery
line.
The customer service agent calls the warehouse to ensure that the order that was just
booked has appeared in Shipping Execution. The warehouse clerk queries the
delivery lines by the order number provided by the customer service representative
and indicates that the Line Status is Ready to Release indicating the delivery lines are
eligible for Pick Release. The customer service representative has been assured that
the booked order lines are visible in the Shipping Transactions form and are ready for
the next step, Pick Release. The following window illustrates the Ready to Release
status on the Lines/LPNs tab in the Shipping Transactions form.

Ready to Release in the Shipping Transactions form.

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Staged/Pick Confirmed and Released to Warehouse Statuses (SE)
The warehouse clerk launches Pick Release. Upon querying the delivery lines by
order number, the warehouse clerk will see that the Pick Release status is:
Staged/Pick Confirmed for those delivery lines that have received allocation and
Pick Confirmed successfully and Released to Warehouse for delivery lines that
require a manual Pick Confirm or have not been allocated. The following window
illustrates the Staged/Pick Confirmed and Released to Warehouse statuses on the
Lines/LPNs tab in the Shipping Transactions form.

Staged/Pick Confirmed and Released to Warehouse statuses in the Shipping Transactions form.

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Picked and Awaiting Shipping Statuses (OM)
The customer who placed the order calls up and wants to know the status, the
customer service representative queries up the order in the Order Organizer and finds
that the status of the lines are Picked and Awaiting Shipping. The customer service
representative is equipped to report that two of the order lines are processing smoothly
as they have been picked from their source location and transferred to the staging
location within the warehouse. The customer service representative can also inform
the customer that the third order line has been released to the warehouse. The
following window illustrates the Picked and Awaiting Shipping statuses on the Line
Items’ Main tab in the Sales Order form.

Picked and Awaiting Shipping statuses in the Sales Order form.

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Closed and Picked Status (OM)
The warehouse clerk has just Ship Confirmed the delivery associated with the delivery
lines corresponding to the customer’s order. The warehouse clerk used the check
boxes on the Ship Confirm form to automatically set the delivery in transit and close
the trip. Order Management will be updated through the Process Order API and the
order lines that previously had the status of Picked will now show a status of Closed.
The customer calls back to check the status of the order, the customer service
representative can tell the customer the date(s) that two of the order lines physically
shipped from the warehouse. The customer service representative can also inform the
customer that the third order line has been Picked, indicating that the next function is
to ship the product. The following window illustrates the Closed and Picked statuses
on the Line Items’ Main tab in the Sales Order form.
NOTE: For a short time immediately following ship confirm, the order line status will show as
‘Shipped’ while OM interfaces with Receivables so that the customer can be invoiced. When the
interface to Receivables is completed the line status in Order Sales form changes to ‘Closed’.

Closed and Picked statuses in the Sales Order form.

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ATO Line Status Flow
A customer calls up Computer ABC and orders a laptop computer with a 56k modem
and 64 megs of memory. This order will be processed as an Assemble to Order item.
The line status flow will be:
Entered
Booked
Create Configuration Item Eligible:
Booked (item, options, option classes)
BOM and Routing Created (configuration item)
Create Supply Order Eligible:
Booked (item)
BOM and Routing Created (configuration item)
Awaiting Fulfillment (options and option classes)
Import Delivery Lines:
Booked (item)
Configuration Item Created: The configuration item, bills of material and
routing have been created and the line is eligible for creating production
orders (Production Eligible).
Production Open (configuration): A work order has been linked to the
order line.
Awaiting Fulfillment (options and option classes)
Release the job in WIP:
Production Partial (configuration): Production has been partially
completed.
Complete the job in WIP:
Production Complete (configuration): Entire production is complete.
Pick Release
Ready to Release (SE)
Staged/Pick Confirmed (SE)
Ship Confirm
Staged/Pick Confirmed (SE)
Fulfilled
Invoice
Closed

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Bill Only Line Status Flow
A customer calls up to place an order for Service, which is a non-shippable
item. The line status flow of this order will be:

Entered
Booked
Invoiced
Closed

Returns Line Status Flow


Entered
Booked
Awaiting Return Disposition: Item requires inspection before Purchasing can create
a receipt.
Awaiting Return: Purchasing creates a receipt of the item.
Returned: Item has been received and accepted.

Drop Ship Line Status Flow


Entered
Booked
Purchase Release: Item requires inspection before Purchasing can create a receipt.
Awaiting Receipt: Purchasing creates a receipt of the item.
Interfaced to Receivables
Closed

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Order and Delivery Line Statuses

The following table shows the status of order lines and delivery lines after the action in the first column has been
performed. The top block shows the status of the Order Organizer and Sales Order form and the bottom block
shows the status of the Shipping Transactions form. Here is an example of how to read the lines in the table:

Immediately after you autocreate a delivery, the status of all the entities will be as listed in the Create Trip
column of the table.
• The Order Organizer Summary form will show the status of ‘Booked’
• The Order Organizer Lines form will show the status of ‘Awaiting Shipping’
• The Order Information Main tab of the sales order pad will show the status of ‘Booked’
• The Line Items tab of the sales order pad will show the status of ‘Awaiting Shipping’
• The Delivery tab of the Additional Line Information window will show the status of ‘Open’
• The Pick Status tab of the Additional Line Information window will show the status of ‘Ready to Release’
• The Trip Status tab of the Additional Line Information window will show the status of ‘Open’
• The Delivery Line: Line Status of the Shipping Transactions form will show the status of ‘Ready to Release’
• The Delivery Status of the Shipping Transactions form will show the status of ‘Open’
• The Stop Status of the Shipping Transactions form will show the status of ‘Open’
• The Stop Activity Status at Origin and Destination on the Shipping Transactions form will show the status of ‘N/A’
• The Trip Status of the Shipping Transactions form will show the status of ‘Open’
• The Trip Activity of the Shipping Transactions form will show the status of ‘N/A’

Order Organizer Sales Order Form

Order
Entity Summary Lines Information Line Additional Line Information
Main Tab Items Tab
Status Status Delivery Pick Trip
Actions Status Status Status
Enter Order Entered Entered Entered Entered N/A N/A N/A
Book Order Booked Awaiting Booked Awaiting Open Ready to Release N/A
Shipping Shipping
Create Trip Booked Awaiting Booked Awaiting Open Ready to Release Open
Shipping Shipping
Autocreate Booked Awaiting Booked Awaiting Open Ready to Release Open
Delivery Shipping Shipping
Assign Delivery Booked Awaiting Booked Awaiting Open Ready to Release Open
to Trip Shipping Shipping
Pick Release Booked Awaiting Booked Awaiting Open Released to Open
Delivery Shipping Shipping Warehouse (1)
Pick Release Booked Picked Booked Picked Open Staged/Pick Open
Delivery Confirmed
Pack Line Booked Picked Booked Picked Open Staged/Pick Open
Confirmed
Ship Confirm Booked Closed Booked Shipped (2) Closed Shipped Closed
Ship Confirm Booked Closed Booked Closed Closed Shipped Closed
Back Order Line Booked Awaiting Booked Awaiting Open Backordered N/A
Qty. Shipment Shipping
(1) Occurs when pick release has started but not completed. Either no allocations were created or allocations were not yet been pick
confirmed.

(2) Occurs when deferred interface is turned on and interface has not kicked off.

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Shipping Transactions Form
Entity Delivery Delivery Stop Trip
Line Status
Action Line Status Status Activity Status Activity
Org/Dest Origin Dest.
Order N/A N/A N/A N/A N/A N/A
Entered
Order Ready To N/A N/A N/A N/A N/A
Booked Release
Create Trip N/A N/A N/A N/A Open N/A
Autocreate Ready To Open N/A N/A N/A N/A
Delivery Release
Assign Ready To Open Open/Open Awaiting Awaiting Open Remaining
Delivery to Release Pick up Drop off
Trip
Pick Release Released to Open Open/Open Awaiting Awaiting Open Remaining
Delivery Warehouse (1) Pick up Drop off
Pick Release Staged/Pick Open Open/Open Awaiting Awaiting Open Remaining
Delivery Confirmed Pick up Drop off
Pack Line Staged/Pick Open Open/Open Awaiting Awaiting Open Remaining
Confirmed Pick up Drop off
Ship Shipped Confirmed Open/Open Awaiting Awaiting Open Remaining
Confirm Pick up Drop off
Back Order Backordered Confirmed Open/Open Awaiting Awaiting Open Remaining
Line Qty. Pick up Drop off
Close pick Shipped In Transit Closed/Open Picked Awaiting In On Board
up Stop Up Drop off Transit
Interface Interfaced In Transit Closed/Open Picked Awaiting In On Board
Order Mgt. Up Drop off Transit
Arrive Stop Shipped In Transit Closed/Arrive Picked Awaiting In Unloading
Trip d Up Drop off Transit
Close Final Shipped Closed Closed/Closed Picked Dropped Off Closed Complete
Stop Up

(1) Occurs when pick release has started but not completed. Either no allocations were created or allocations were not been pick
confirmed.

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Line Status - June 2001
Author: Tim Conroy
Copyright © Oracle Corporation 2000
All Rights Reserved Printed in the U.S.A.

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