Practice - Define Release Sequence Rules Overview In this practice you will learn how to create a Release Sequence

Rule. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Create a release sequence rule with a name of XX-Rel Seq Rule 1. Create it in such way that the system allocates inventory based on earliest ship date, then it considers the shipment priority, and then order number. Solution -Define Release Sequence Rules Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Create Release Sequence 3. (N) Shipping > Setup > Picking > Define Release Sequence Rules 4. Enter the following information: Rule: XX-Rel Seq Rule 1 Description: XX-Rel Seq Rule 1 Effective Dates: Defaults Todays Date Blank (Effective Indefinitely) 5. Release Priority Schedule Date Shipment Priority Order 1 2 3 Ascending. Ascending. Ascending.

6. (M) File > Save

Overview In this practice you will learn how to create a Pick Slip Grouping Rule. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Define a new pick slip grouping rule with a User Defined Pick Methodology, the name XX-Pick Slip Rule 1 and select Order Number, Carrier, and Shipment Priority to Group By. Solution - Define Pick Slip Grouping Rules Login 1. Login to the database.

User Name: operations Password: welcome

Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Find Delivery to Ship Confirm 3. (N) Shipping > Setup > Picking > Define Pick Slip Grouping Rules Pick Methodology: User Defined. Rule Name: XX-Pick Slip Rule 1 Description: Group by Order Number, Carrier, and Shipment Group By Check Order Number, Carrier, and Shipment Priority

4. (M) File > Save

Overview

In this practice you will learn how to create a Release Rule. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Create a Release Rule with a name of XX-Release Rule 1 that will select eligible order lines that are shipping from Seattles M1- location. Your rule will pick unreleased orders as well as backorders. 2. Select your XX-Rel Seq Rule1 and choose to Autocreate Deliveries. 3. Use M1 as the Warehouse, select your XX-Pick Slip Rule1 and choose to Auto Allocate and Auto Pick Confirm. Solution - Define Release Rules Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Create Release Rule 3. (N) Shipping > Setup > Picking > Define Release Rules form 4. Enter the following information: Rule: XX-Release Rule 1 Effective Date From: Optional

5. (T) Order Order Type: Orders:

Mixed All

6. (T) Inventory Warehouse: Pick Slip Grouping Rule: Auto Allocate:

M1 XX-Pick Slip Rule 1 Yes

7. (T) Shipping Ship From: M1-Seattle Release Sequence Rule: XX-Rel Seq Rule1 Include Assigned Lines: Select Autocreate Deliveries: Yes Auto Pick Confirm: Yes

8. (M) File > Save

Overview In this practice you will learn how to autocreate deliveries for delivery lines. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Create and Book a Sales Order with 3 order lines. Use Business World (1608) as the customer. Use Items AS54888, AS72111 and AS18947. Book your sales order and note the Sales Order number. 2. Autocreate deliveries using the Shipping Transaction Form. Login 3. Login to the database. User Name: operations Password: welcome Choose Responsibility 4. Order Management Super User, Vision Operations (USA) Responsibility is selected. Create and Book Sales Order 5. (N) Orders, Returns > Sales Orders > (T) Order Information, (T) Main Customer: Business World (1608) Order Type: Mixed Price List: Corporate

6. (T) Line Items Ordered Item: Qty Ordered Item: Qty: Ordered Item: Qty:

AS54888 10 AS72111 7 AS18947 5

7. (B) Book Order Write your Sales Order #: _______________________________. Autocreate Deliveries 8. (N) Shipping > Transactions 9. Enter the order number in the Order Number filed.

10. 11.

(B) Find (T) Lines/LPNs

12. 13. 14. 15. 16.

(M) Edit > Select All Actions > Auto-create Deliveries. (B) Go (T) Delivery You see a delivery is created for three lines.

Overview In this practice you will learn how to release a sales order for picking.

Enter a sales order Release a sales order View Picking Documents View Delivery information from the sales order

Assumptions You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility. Tasks 1. Create and book a sales order with 1 order line. Use Business World (1608) as the customer. Use Item AS54888. Select a quantity of 10 for the item. Then book your sales order and note the sales order number. 2. Pick Release your sales order by using the sales order number. Select M1 as the warehouse and accept the default information associated with it. Use the Concurrent(B) to launch the process. 3. View your concurrent request to validate that the Pick Release was successful. 4. Query your sales order number and view the line and delivery information. Solution - Release Sales Orders Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Create and Book Sales Order 3. (N) Orders, Returns > Sales Orders > (T) Order Information, (T) Main Customer: Business World (1608) Order Type: Mixed

4. (T) Line Items Ordered Item: Qty

AS54888 10

5. (B) Book Order. Write your Sales Order #: _______________________________. Pick Release Sales Order 6. (N) Shipping > Release Sales Orders > Release Sales Orders 7. (T) Order 8. Enter the sales order recorded earlier in the Order Number field. 9. (T) Inventory Warehouse: M1

10.

(T) Shipping Autocreate Delivery: Auto Pick Confirm: Ship Confirm Rule: Autopack Delivery:

Yes Yes Null No

11. (B) Concurrent. Make a note of the request number ____________ 12. (M) File > Close Form View Concurrent Request 13. (M) View > Requests to view your concurrent request. 14. Click Specific Requests and enter the request number. The Pick Selection List Generation and the Pick Slip Report must read Completed, Normal 15. (M) File > Close Form Find Sales Order 16. (N) Orders, Returns > Order Organizer > (B) Find 17. Find your Sales Order by Order Number

18. (B) Find. 19. (T) Summary 20. (B) Actions > Additional Order Information 21. (T) Delivery. The status of the delivery line is displayed as Staged/Pick Confirmed. Record the Delivery Name ___________________

22.

(M) File > Close Form

Overview In this practice you will learn how to ship confirm delivery lines created in the Release Sales Order practice. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Ship Confirm Deliveries created in the Release Sales Order practice. Solution Ship Confirm Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Ship Confirm 3. (N) Shipping > Quick Ship 4. Enter the delivery name recorded in the Release Sales Orders practice in the Delivery field.

5. (B) Ship Confirm.

6. (B) OK Find Sales Order 7. (N) Orders, Returns > Order Organizer > (B) Find 8. Find your Sales Order by Order Number

9. (B) Find. 10. (T) Summary 11. (B) Actions > Additional Order Information 12. (T) Delivery. The status of the delivery line is displayed as Shipped. Record the Delivery Name ___________________

13.

(M) File > Close Form

Overview In this practice you will learn how to ship confirm a set of delivery lines at a later date, which has the ship to location as San Jose using the Ship Confirm SRS feature. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Create a Ship Confirm Rule 2. Create and book a sales order with 1 order line. Use Business World (1608) as the customer. Use Item AS54888. Select a quantity of 10 for the item. Select San Jose (OPS) as the Ship to location. Then book your sales order and note the sales order number. 3. Pick Release your sales order by using the sales order number. Select M1 as the warehouse and accept the default information associated with it. 4. Run the Ship Confirm SRS request to ship confirm the all the delivery lines which has their Ship to Location as San Jose (OPS). Solution Ship Confirm SRS Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility

2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Ship Confirm Rule 3. (N) Shipping > Setup > Ship Confirm Rules 4. Enter the following in the Ship Confirm Rules window: Ship Confirm Rule: XX-Ship Confirm Rule 1 Action: Ship All Unspecified Quantities: Ship

Create And Book Sales Order 5. (N) Orders, Returns > Sales Orders > (T) Order Information, (T) Main Customer: Business World (1608) Order Type: Mixed Price List: Corporate 6. (T) Line Items Ordered Item: Qty Request Date: AS54888 10 4-Dec-2004 (A later date)

7. (B) Book Order Write your Sales Order #: _______________________________. Pick Release Sales Order 8. (N) Shipping > Release Sales Orders > Release Sales Orders 9. (T) Order 10. Enter the following: Based On Rule: XX-Release Rule 1 Order Number: Sales Order # noted earlier

11.

(T) Inventory Warehouse:

M1

12.

(T) Shipping Autocreate Delivery: Auto Pick Confirm: Ship Confirm Rule: Autopack Delivery:

Yes Yes Null No

13. (B) Concurrent. Make a note of the request number ____________ 14. (M) File > Close Form Ship Confirm SRS

15. (N) Shipping > Ship Confirm SRS. The Ship Confirm Deliveries SRS window opens. Automatically the Parameters window also opens. 16. Enter the following in the Parameters window: Ship Confirm Rule: XX Ship Confirm Rule 1 Ship Confirm Batch Prefix: 1234 Ship to Location: 2619: San Jose

17. (B) OK. The Ship Confirm Deliveries SRS appears. 18. (B) Schedule. The Schedule window appears. 19. Select On Specific Days option. Select a date from the calendar on which you want to run the request.

21.

(B) Submit

Overview In this practice you will learn about backorder management. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks

1. Create and book sales order for the items AS54888, XX-Short Stock, XX-No Stock for a quantity of 30 each. Schedule the date for AS54888 as todays date, XX-Short Stock and XX-No Stock for 30 days later. 2. Pick Release the sales order using the Pick Release window. 3. View the status of the delivery lines in the Shipping Transaction form. 4. Ship Confirm the delivery, by ship confirming only 15 quantities for the staged items. The remaining items are backordered automatically. 5. Verify the status of the order lines using the Order Organizer window. Solution Back Order Management Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Create Item XX-Short Stock 3. (N) Inventory > Items > Master Items Item: XX-Short Stock Description: Short Stock Unit of Measure (Primary): Each

4. (M) Tools > Copy From Template: Finished Goods 5. (B) Apply 6. (B) Done Create Item XX-No Stock 7. (N) Inventory > Items > Master Items Item: XX-No Stock Description: Short Stock Unit of Measure (Primary): Each

8. (M) Tools > Copy From Template: Finished Goods 9. (B) Apply 10. (B) Done 11. (I) Organization Assignment. 12. Select M1 13. (M) File > Save 14. (M) File > Close Form. Miscellaneous Receipts 15. (N) Inventory > Transactions > Miscellaneous Transaction 16. Enter the following Date: Default Date Type: Miscellaneous receipt 17. 18. (B) Transaction Lines Enter the following: Item: XX-Short Stock

Subinventory: FGI Quantity: UOM: Ea Account:

15 Std Cost Var.

Create and Book Sales Order 19. (N) Orders, Returns > Sales Orders. 20. Enter the following: Customer: Business World (1608) 21. 22.

(M) File > Save. (T) Line Items Ordered Item: Qty Schedule Date: Ordered Item: Qty: Schedule Date: XX-No Stock: Schedule Date:

AS54888 30 Today XX-Short Stock 30 30 days from today 30 30 days from today

23.

(B) Book Order. Write your Sales Order #: _______________________________. The following message is displayed:

24.

Pick 25. 26. 27. 28.

Release Sales Order (N) Shipping > Release Sales Orders > Release Sales Orders (T) Order Enter the following: Order Number: Sales Order # recorded in Step 7 (T) Inventory Warehouse: M1 Pick Slip Grouping Rule: Departure, Delivery Auto Allocate: Yes Default Stage, Sub inventory: Staging1

29.

(T) Shipping Auto-create Delivery: Auto Pick Confirm: Ship Confirm Rule: Autopack Delivery:

Yes Yes Null No

30. 31. 32. Find 33. 34. 35. 36.

(B) Online (B) OK (M) File > Close Form Sales Order (N) Shipping > Transactions Query your sales order in the Shipping Transaction form. (B) Find. (T) Line/LPNs. Each line should have the following status Line 1 status: Staged/Pick Confirmed Line 2.1 status: Staged/Pick Confirmed Line 2.2 status: Backordered Line 3 status: Backordered

37. (T) Delivery. Record the delivery name_____________________. Ship Confirm 38. (N) Shipping > Quick Ship 39. Enter the delivery name in the Delivery field. 40. Select the delivery line with the status Staged. 40. Enter the following for the delivery line: Item Name: 30 Shipped Qty: 30 XX-Short Stock: 10

41.

(B) Ship Confirm. The Confirm Delivery window is displayed.

42. (B) OK. Verify Status Of Sales Order Line Items 43. (N) Sales Order Organizer and query your sales order 44. (B) Open 45. (T) Lines. Notice that the sales order lines are now split between shipped and backordered. The backordered lines status is Awaiting Shipping.

Overview In this practice you will learn how to AutoPack Delivery Lines

Create an Item and Container in Oracle Inventory Define the container as the preferred container for the item

Create and book sales order for the item Autopack the items into the containers

Assumptions You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility. The Percent Fill Basis field in the Shipping Parameters window is set to QUANTITY. Tasks 1. Create an item XX-Palm Pilot using Oracle Inventory 2. Create a container item XX-Box 1 using Oracle Inventory 3. Define XX-Box 1 as the preferred container for XX-Palm Pilot in the Container Item Details window. 4. Create and book sales order for the item XX-Palm Pilot for a quantity of 60. 5. Auto Pack the delivery lines of the sales order using the Shipping Transaction Form 6. Check the number of delivery lines and containers created for the sales order using Shipping Transaction Form. Solution Auto Pack Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Create Item 3. (N) Inventory > Items > Master Items Item: XX-Palm Pilot Description: Palm Pilot Unit of Measure (Primary): Each

4. (M) Tools > Copy From Template: Finished Goods 5. (B) Apply 6. (B) Done 7. (T) Physical Attributes Weight: Unit of Measure: Weight: Unit Weight: Volume: Unit of Measure: Volume: Unit Volume: Dimensions: Unit of Measure: Dimensions: Unit of Measure: Dimensions: Unit of Measure: Dimensions: Unit of Measure:

Pounds 1 Cubic Foot 1 Inch Length: 12 Width: 12 Height: 12

8. (M) File > Save 9. (I) Organization Assignment. 10. Select M1 11. (M) File > Save

Create A Container 12. (N) Inventory > Items > Master Items Item: XX-Box 1 Description: Box Unit of Measure(Primary): Each 13. (M) Tools > Copy From Item: XX-Palm Pilot

14. 15. 16. 17.

(B) Apply (M) File > Save (B) Done (T) Physical Attributes Weight: Unit of Measure: Weight: Unit Weight: Volume: Unit of Measure: Volume: Unit Volume: Dimensions: Unit of Measure: Dimensions: Unit of Measure: Dimensions: Unit of Measure: Dimensions: Unit of Measure: Container: Container Type: Internal Volume: Maximum Load Weight: Minimum Fill Percent:

Pounds 1 Cubic Foot 8 Foot Length: 2 Length: 2 Length: 2 Checked Box 8 20 10

18.

(M) File > Save

19. (I) Organization Assignment. 20. Select M1 21. (M) File > Save 22. (M) File > Close Form. Miscellaneous Receipts 23. (N) Inventory > Transactions > Miscellaneous Transaction 24. Enter the following Date: Default Date Type: Miscellaneous receipt 25. 26.

(B) Transaction Lines Enter the following: Item: XX-Palm Pilot Subinventory: FGI Quantity: 100 UOM: Ea Account: Std Cost Var.

Item: XX-Box1 Subinventory: FGI Quantity: 100 UOM: Ea Account: Std Cost Var.

Create Container Item Relationship 27. (N) Shipping > Setup > Container Load Details 28. Enter the following: Container Item: XX-Box 1 Load Item: XX-Palm Pilot Maximum Qty: 20 Preferred Flag: Checked

29. (M) File > Save Create and Book Sales Order 30. (N) Orders, Returns > Sales Orders > (T) Order Information, (T) Main Customer: Business World (1608) Order Type: Mixed Price List: Corporate

31.

(T) Line Items Ordered Item: Qty

XX-Palm Pilot 60

32.

(B) Book Order Write your Sales Order #: _______________________________.

AutoPack 33. (N) Shipping > Transactions 34. (I) Flashlight and enter the sales order number (B) Find 35. Actions > Auto-Pack 36. (B) Go Verify Number Of Containers Created 37. (N) Shipping > Transaction. The Query Manager window appears. 38. Enter the order number in the From Order Number field. 39. (T) Lines/LPNs. You can see the delivery lines split across 3 containers each with 20 items.

40.

(M) File > Close

Overview In this practice you will learn how to use Packing Workbench. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility. The Percent Fill Basis field in the Shipping Parameters window is set to QUANTITY.

Tasks 1. Create and book a sales order for the item XX-Palm Pilot for quantity of 60. 2. Create 3 XX-Box 1 containers in the Shipping Transaction Form. Use the Packing Workbench to pack the XX-Palm Pilot items into the containers. Solution - Release Sales Orders Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility

2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Book An Order 3. (N) Orders, Returns > Sales Orders > (T) Main 4. Enter the following: Customer: Business World Order Type: Mixed 5. (T) Line Items 6. Enter the following: Item: XX-Palm Pilot Qty: 60

7. (B) Book Order. Record the order number ______________ Pack Using Packing Workbench 8. (N) Shipping > Transactions. The Query Manager window appears. 9. Select the Lines and LPNs radio button in the Search for region 10. Enter the order number in the From Order Number field. 11. (B) Find. The Shipping Transaction Form appears.

12.

(T) Lines/LPNs

13. 14. 15.

Actions > Create LPNs (B) Go Enter the following in the Create LPNs window: Organization: M1 Counter Item: XX-Box1 Count: 3

16. (B) OK 17. (T) Lines/LPNs. 18. (M) Edit > Select All 19. Actions > Packing Workbench 20. (B) Go. The Packing Workbench window appears. You can see the available capacity and delivery line total weight and volume.

21. In the Packing Mode region Select Full option. This allows you to pack one container at a time to its full capacity. 22. (B) Pack Verify The Packing 23. (I) Flashlight. The Query Manager window appears. 24. Select the Lines and LPNs radio button in Search for region. 25. Enter the order number in the From Order Number field. 26. (B) Find 27. (T) Lines/LPNs. You will see three delivery lines, packed in three different containers.

28.

(M) File > Close

Overview In this practice you will learn to ship confirm a trip. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.

Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Create and book a sales order for 2 items AS54888 and AS18947 3. Create a trip XX-Trip 1 manually. 4. Autocreate deliveries for the delivery lines created in the sales order. Assign the deliveries created to XX-Trip 1. 5. Ship Confirm XX-Trip 1 using the Quick Ship window. Solution Ship Confirm A Trip Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Book An Order 3. (N) Orders, Returns > Sales Orders > (T) Main 4. Enter the following: Customer: Business World Order Type: Mixed 5. (T) Line Items 6. Enter the following: Item: AS54888 Qty: 12 Item: AS72111 Qty: 10

7. (B) Book Order. Record the order number ______________ Pick Release 8. (N) Shipping > Release Sales Orders > Release Sales Orders 9. Enter the following: Based On Rule: XX-Release Rule 1 Order Number: Order number noted earlier

Create A Trip Manually 10. (N) Shipping > Transaction 11. Select Trips in the Search for region. 12. Close the Query Manager window. 13. Enter the following in the Shipping Transaction form: Name: XX-Trip1 Vehicle Org Code: V1 Ship Method: DHL

Autocreate Delivery And Assign To Trip 14. (N) Shipping > Transaction 15. Enter the order number in the Order Number field in the Query Manager window. 16. (B) Find. The Shipping Transaction form appears. 17. (T) Lines/LPNs

19. 20.

(M) Edit > Select All Actions > Auto-create Deliveries

21. 22. 23.

(B) Go (T) Delivery. Record the Delivery Number Actions > Assign To Trip

24. 25. 26. Ship 27. 28. 29.

(B) Go Enter XX-Trip 1 in the Trip field. (B) Done Confirm Trip (N) Shipping > Quick Ship (M) Tools > Change View Enter XX-Trip1 in Name

30. 31.

(B) Ship Confirm. The Confirm Trip window appears. Select Ship All option

32. (B) OK Verify The Status Of The Trip 33. (N) Shipping > Transactions 34. The Query Manager window appears. 35. Enter the following: Search for region: Select Trips Trip Name: XX-Trip 1

36. (B) Find. The Shipping Transaction Form appears. 37. (T) Contents by Line/LPN. You find the delivery line in the Staged or Interfaced status.

Overview In this practice you will learn how define a shipping exception and log it against a shipping entity. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Define a manual Shipping Exception XX-Shipping Problem for delivery creation. 2. Create and book a sales order for AS54888 item. Pick Release the sales order using autocreate delivery. 3. Log the Shipping Exception XX-Shipping problem against the delivery created. 4. Try to ship confirm the delivery. An error is displayed saying that the delivery has an exception logged against it and it cannot be ship confirmed. Solution Shipping Exceptions

Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Define Exceptions 3. (N) Shipping > Set up > Define Exceptions 4. Enter the following: Exception Name: XX-Shipping Problem Description: Shipping Problem Exception Type: Delivery Exception Exception Behavior: Error Enabled: Checked

5. (M) File > Save Create and Book Sales Order 6. (N) Orders, Returns > Sales Orders > (T) Order Information, (T) Main Customer: Business World (1608) Order Type: Mixed Price List: Corporate 7. (T) Line Items Ordered Item: Qty AS54888 10

8. (B) Book Order. Write your Sales Order #: _______________________________. Pick Release Sales Order 9. (N) Shipping > Release Sales Orders > Release Sales Orders 10. (T) Order 11. Enter the following: Based On Rule: XX-Release Rule 1 Order Number: Sales Order # recorded earlier

12. (B) Online 13. (M) File > Close Form Find Sales Order 14. (N) Shipping > Transactions 15. The Query Manager appears. Enter order number in the From Order Number field. 16. (B) Find. The status of the delivery line is displayed as Staged.

17. (T) Delivery. Record the Delivery Name ___________________. Log Exceptions 18. (N) Shipping > Exceptions 19. Enter the following: Exception Name: XX-Shipping Problem Logging Entity: Shipper Logging Entity ID: Your terminal number Logged at Location: M1 Seattle Exception Location: M1 Seattle Message: Your message about the exception

20. 21.

(T) Delivery Enter the following: Delivery Name: The Delivery Name recorded earlier.

22. (M) File > Save Ship Confirm 23. (N) Shipping > Quick Ship 24. Enter the delivery name in the Delivery field. The Shipping Exception is displayed in the Quick Ship window in red color.

25.

(B) Ship Confirm. An error message is displayed.

Overview In this practice you will learn hot assign carriers to sales orders. Assumptions

You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility.

Tasks 1. Create a carrier XX-Carrier with the service level as 2nd Day Air and mode as LTL. Assign it to M1 organization. 2. Create and book a sales order with 1 order line. Use Business World (1608) as the customer. Use Item AS54888. Select a quantity of 10 for the item. Then book your sales order and note the sales order number.

3. Pick Release your sales order by using the sales order number. Select M1 as the warehouse and accept the default information associated with it. 4. Query your sales order number and view the line and delivery information in the Shipping Transaction form. Assign XX-Carrier to the deliveries. Solution Freight Carriers Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Create Carrier 3. (N) Shipping > Setup > Freight Carriers, Cost Types > Freight Carriers 4. Enter the following: Name: XX-Carriers Short Name: XX-Carriers 5. (T) Services 6. Enter the following: Service Level: 2ndDay Air Mode: LTL

8. (B) Organization Assignments 9. Select the check box for M1 organization.

10. (B) Done 11. (M) File > Save Create and Book Sales Order 12. (N) Orders, Returns > Sales Orders > (T) Order Information, (T) Main Customer: Business World (1608) Order Type: Mixed Price List: Corporate 13. (T) Line Items Ordered Item: Qty AS54888 10

15.

(B) Book Order Write your Sales Order #: _______________________________.

Pick Release Sales Order 16. (N) Shipping > Release Sales Orders > Release Sales Orders 17. (T) Order

18.

Enter the following: Based On Rule: XX-Release Rule 1 Order Number: Sales Order # noted earlier

19. Find 20. 21. 22. 23. 24. 25. 26. 27.

(B) Online Delivery (N) Shipping > Transactions. The Query Manager appears. Enter the order number in the From Order Number field. (B) Find. The Shipping Transaction Form appears. (T) Delivery Actions > Cancel Ship Method (B) Go Enter the following: Carrier: XX-Carrier (M) File > Save

Overview

In this practice you will learn to do the following:

Create document sets Generate the document set during the ship confirm process

Assumptions You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Your instructor will provide login information. Replace XX with the number provided by your instructor or your initials. Use Order Management Super User, Vision Operations (USA) or comparable Super User Order Management responsibility. Tasks 1. Create document set XX-Document set for Master Bill Of Lading 2. Create a sales order 3. Create a trip XX-Trip 1 manually. 4. Autocreate deliveries for the delivery lines created in the sales order. Assign the deliveries created to XX-Trip 1. 5. Ship Confirm XX-Trip 1 and print the XX-Document Set document. Solution Shipping Documents Login 1. Login to the database. User Name: operations Password: welcome Choose Responsibility 2. Order Management Super User, Vision Operations (USA) Responsibility is selected. Create Document Set 3. (N) Shipping > Transaction > Setup > Documents > Document Sets 4. Enter the following: Document Set: XX-Document Sets Usage: Ship Confirm Printing Method: Parallel 5. Enter the following in the Documents region: Seq: 1 Application: Shipping Execution Report Name: Master Bill of Lading Copies: 1

Book An Order 6. (N) Orders, Returns > Sales Orders > (T) Main 7. Enter the following: Customer: Business World Order Type: Mixed 8. (T) Line Items 9. Enter the following: Item: AS54888 Qty: 12 Item: AS72111 Qty: 10 10. (B) Book Order. Record the order number ______________

Pick Release 11. (N) Shipping > Release Sales Orders > Release Sales Orders 12. Enter the following: Based On Rule: XX-Release Rule 1 Order Number: Order number noted earlier

Ship 13. 14. 15.

Confirm (N) Shipping > Quick Ship (I) Find Enter the following: Source System: Order Management Order Number: Order number noted earlier

16.

(B) Find

17. 18.

(B) Ship confirm Enter the following in the Confirm Delivery window Ship All: Select Document Set: XX-Document Sets

19. (B) OK. The Messages window appears. Note down the request id for the document set.

View Concurrent Request 20. (M) View > Requests to view your concurrent request. 21. Select Specific Requests and enter the request number. The Bill of Lading must read Completed, Normal 22. (B) View Output. The Bill of lading opens in the browser. 23. (M) File > Close Form