How To Create and Demonstrate Back To Back Sales Order Flow in Purchasing

Document 1081792.
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Vision Demo - How To Create And Demonstrate Back To Back Sales Order Flow In Purchasing (Doc ID 1081792.1)
In this Document
Goal
Solution
1. Enter the Sales Order
2. Execute Requisition Import and Autocreate
3. Create the Receipt.
References
APPLIES TO:
Oracle Purchasing - Version 11.5.10.2 to 12.1.2 [Release 11.5 to 12.1]
Information in this document applies to any platform.
*** Currency checked on 23-March-2015 ***
GOAL
To demonstrate the Back to Back - Configure to Order - Order Management process, where a Sales Order is entered in Order Management which creates a demand that immediately
engages the Purchasing Module to order from a Supplier. The process engages an immediate response to demand, spawning actions which create the Requisition/Purchase Order in
Oracle Purchasing, allowing for acquisition of Supply for the item to allow fulfillment of the recently entered Sales Order demand.
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Enter the Sales Order - and engage the Booking process - creating Demand
Complete the Requisition Import - Autocreate Processes within Purchasing
Conduct the Receipt and acquisition of Supply - Inventory Based processing
Engage the Pick/Ship process - Order Management Shipping
SOLUTION
Utilizing the Oracle E-Business Suite - Vision Demonstration Database - it is possible to create a Back to Back - Configured Based Sales Order using the following steps below, upon
logging in as CHORTON/welcome.
1. Enter the Sales Order

The responsibility to be used is Order Management Super User, Vision Operations (USA)
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Choose Orders, Returns/ Sales Orders

As the responsibility has access to the Purchasing Menu Functionality, this will be the only responsibility used/required throughout this testcase example.
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The Sales Order form will open - choose the Customer 'Business World' from the list of values. The information above will default automatically
Choose the Lines tab from the top section of the Sales Order form
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As the Sales Order Lines form opens - enter AT23818 for Release 12 or AT23808 for Release 11 - as this item is already pre-defined and properly setup for the Configure to Order
model.
- Enter a desired quantity
- Click into the price field, it should default automatically
- Click the Book Order button
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The following message will appear. This is normal. As there is no quantity on hand, it will pursue a purchase requisition/purchase order to bring in more Supply for this item - so as to
be able to fulfill this Sales Order demand.
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A message will then appear that the Order has been booked. Upon choosing the OK button, the cursor is moved back to the Header region of the Sales Order.
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Navigate back to the Lines region and click on the item and then choose the Actions button, and a sub-form appears, choose Progress Order
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Another Sub-Form will appear after choosing Progress Order.

- Select the Create Supply Order - Eligible
- Choose OK
At this point, a record is inserted into the po_requisitions_interface_table with a interface_source_code of CTO.
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In the lines region, move to the Status column - notice it shows a status that represents a Requisition has been requested.
Close the Form.
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Using SQL Developer, it is possible to confirm that the record was inserted.
select * from po_requisitions_interface_all
where interface_source_code = 'CTO'
and trunc(sysdate) = trunc(creation_date);
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2. Execute Requisition Import and Autocreate

Still under the Orders, Returns menu - choose 'Requisition Import'
- Import Source will be CTO and Initiating Approval is not required as the record was inserted into the po_requisitions_interface_all table having a status of 'Approved'. The status
will always be Approved.
- Submit the Request and then close the Requests Form
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Next, Navigate to Purchasing/Requisitions Summary

- Query on the Item AT23818 and give the Interface Source Code of CTO
- If necessary date parameters can be given to limit the records returned
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The requisition that was created is 14334, the import was successful.
At this stage, it is possible to have Sourcing Rules and Approved Supplier List entries setup that will automatically create the requisition into a Standard Purchase Order or Blanket
Release.
Details about Sourcing Rule Setups/Approved Supplier Lists can be found in Note 285470.1.
Close the Form
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Navigate Purchasing/Autocreate
- Choose Clear
- Enter the Requisition Number which was created from the Import
- Choose Find
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Select the Line for Autocreate and then Choose Automatic
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A Supplier should default, click the Create Button. If a Supplier and Site did not default, choose any Supplier - Allied Manufacturing/LOS ANGELES for example.
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A Purchase Order is then created.
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Select the Approve Button, and then Choose OK to Submit the Purchase Order for Approval.
The submit form should disappear, and the Enter Purchase Order form should stay open with the same purchase order now showing as Approved.
Exit the form.
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Move to Orders, Returns/Sales Orders

- Query the Sales Order and move to the Lines region
- Notice the status now shows as PO Open
As the process unfolds, the Sales Order line is automatically updated appropriately.
There is no action to take here, just observing the status change.
Close the form.
3. Create the Receipt.
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Navigate to Purchasing/Receiving/Receipts and select M1 as the inventory organization - as this was the inventory organization used on the Purchase Order Shipment
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Enter the Purchase Order number in the Purchase Order field and then click the Find button.
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Select the checkbox so it is considered for Receipt.
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Specify the Subinventory as Stores and then Save.

- Note the receipt number which is created in the Header portion of the Receipt Form
Close the Form
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Navigate to Purchasing/Receiving/Receiving Transactions Summary and then enter the Receipt Number and Choose Find. It is also possible to query using the PO number here.
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Choose the Transactions Button. This form shows confirmation that the Receipt has been completed and the shipment has now been received into Inventory
Close the Form
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Navigate to Orders,Returns/Sales Orders

- Query the Sales Order and move to the Lines
- Note the status is now Awaiting Shipping
Close the Form.
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Navigate to Shipping/Transactions and query the Sales Order number.
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The line is returned and the status is 'Ready to Release'

- Select the Option for Pick and Ship and then Choose Go
- This process will engage the Pick Release process and also the Ship Confirm
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The Pick Release process is responsible for moving the supply from the put away subinventory to a Staging subinventory.
- The Ship Confirm process (consisting of two processes - OM Interface and INV Interface) is responsible for creating the transaction for shipping the goods to the customer
- The OM Interface is responsible for updating the Sales Order related tables and data.
- The INV Interface is responsible for updating the Inventory Based tables and quantities.
Close the Shipping Form
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Orders,Returns/Sales Orders
- Query the Sales Order and move to the Line level
- The status now is showing as Shipped - delivery to the Customer
The Fulfillment process will come next and invoicing to Accounts Receivable, and the Order Line would then move to Closed.
For more Vision Demo Notes, please see Note 1075748.1 : Vision Demo Document Index Procurement)
For reviewing the data in all tables involved, both Purchasing and Order Management, please utilize the html_omse scripts available in Note 133464.1.
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Document 1081792.

1. Enter the Sales Order

Choose Orders, Returns/ Sales Orders

Another Sub-Form will appear after choosing Progress Order.

2. Execute Requisition Import and Autocreate

Next, Navigate to Purchasing/Requisitions Summary

Select the Line for Autocreate and then Choose Automatic

A Purchase Order is then created.

Move to Orders, Returns/Sales Orders

3. Create the Receipt.

Select the checkbox so it is considered for Receipt.

Specify the Subinventory as Stores and then Save.

Navigate to Orders,Returns/Sales Orders

Navigate to Shipping/Transactions and query the Sales Order number.

The line is returned and the status is 'Ready to Release'

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