Академический Документы
Профессиональный Документы
Культура Документы
Leave a reply
Showing the working steps through each phase and the areas of focus are:
Required Setups
1. Create Customer
2. Create Item
3. Organization Overview
4. Available Inventory
5. Price List
6. Defaulting Rules
Create Order
Shipments
1. Pick Release
2. Ship Confirm
3. Interface Trip Stop (ITS)
Invoice
Organization Overview
Defaulting Rules:
Defaulting rules determine the values that you want to get defaulted into a sales order to reduce the
amount of information you need to enter manually. We can create and modify defaulting rules, in
which case the Defaulting Generator concurrent program needs to be run.
In this testflow, however, we will only look at an existing seeded defaulting rule for the field Order
Type. Based on that, we will set up a default value for the Order Type at the customer’s Invoice To
location level.
Change the Responsibility to Order Management Super user (Vision Operations) Responsibility and
Navigate to Setup > Rules > Defaulting.
Click on the Flashlight icon, and select the entity Order Header.
In the Attributes section, place the cursor on the line with Attribute = Order Type, and click on the
Defaulting Rules button.
As per the Screen Shot below when entering a sales order, the Order Type will default to the value
set up at the Invoice To, Ship To, and finally the Customer, wherever it is found first in that
sequence.
Set up a default value for Order Type at the customer’s Invoice To level.
In the Find/Enter Customer screen, enter your customer name and click on Find.
In the next Match Results screen, make sure you place the cursor on the row with a value in
the Customer Number field, and click on OK.
In the Addresses tab, place the cursor on the row for your address and click on Open.
In the Business Purpose tab, place the cursor on the row for the usage ‘Bill To’ and click on
Open. This is the ‘Invoice To’ level we saw in the previous step.
Go to the Order Management tab, and enter the Order Type ‘Mixed’. Save.
Click on Below Link for Details
When the Order is Created in the system EBS inserts data into Order headers and Order Lines.
Once you enter the details and save the Order, Data is inserted into OE_ORDER_HEADERS_ALL
with FLOW_STATUS_CODE = ENTERED, BOOKED_FLAG = N.
In shipping transaction form order status remains “Ready to Release”. At the same time, Demand
interface program runs in background and insert into inventory tables MTL_DEMAND, here LINE_ID
come as a reference in DEMAND_SOURCE_LINE.
Reservation:
This step is required for doing reservations. SCHEDULE ORDER PROGRAM runs in the
background and quantities are reserved. Once this program get successfully completed, the
MTL_DEMAND and MTL_RESERVATIONS tables get updated. LINE_ID gets updated in
DEMAND_SOURCE_LINE_ID in both the tables.
Pick Release
Pick Release is the process of putting reservation on on-hand quantity available in the inventory and
pick them for particular sales order. Pick release can be done from ‘Release Sales Order’ form or
‘Pick release SRS’ program can be scheduled in background. In both of these cases all lines of the
order gets pick released depending on the Picking rule used. If specific line needs to be pick release,
it can be done from ‘Shipping Transaction form’. For this case Pick Release is done from ‘Release
Sales Order’ form with Pick Confirm=NO.
After the Pick Release for the Order is done WSH_NEW_DELIVERIES a new record gets inserted
with SOURCE_HEADER_ID= order header ID, STATUS_CODE=OP (Open).
In shipping transaction form order status remains “Released to Warehouse” and all the material still
remains in source sub-inventory. We need to do Move Order Transaction for this order. Till this no
material transaction has been posted to MTL_MATERIAL_TRANSACTIONS.
Note: If Reservation is not done then MTL_RESERVATIONS gets populated at this Step.
Items are transferred from source sub-inventory to staging Sub-inventory. Here material transaction
occurs.
Sales Order lines status is changed to ‘Picked’ and in the Shipping Transaction Form the status is
shown as ‘Staged/Pick Confirmed’.
After the Transact Move Order is done MTL_MATERIAL_TRANSACTIONS_TEMP the Record gets
deleted from here and gets posted to MTL_MATERIAL_TRANSACTIONS.
OE_ORDER_LINES_ALL gets updated with FLOW_STATUS_CODE updated to ‘PICKED’ from
‘Awaiting Shipping’.
MTL_MATERIAL_TRANSACTIONS gets populated with Order Lines LINE_ID as
TXN_SOURCE_LINE_ID.
MTL_TRANSACTION_ACCOUNTS gets populated with Cogs Account which is setup at the
Transaction type.
WSH_DELIVERY_DETAILS gets updated with RELEASED_STATUS as ‘Y’ (Released).
WSH_DELIVERY_ASSIGNMENTS, MTL_ONHAND_QUANTITIES gets updated.
MTL_SERIAL_NUMBERS_TEMP a new record gets inserted after putting details for the item
which are serial controlled at ‘Sales order issue’.
MTL_SERIAL_NUMBERS a new record gets inserted after putting details for the item which
are serial controlled at ‘Sales order issue’.
This step can be eliminated if we set Pick Confirm=YES at the time of Pick Release (Which
is Done in the Flow).
Ship Confirm
After Ship Confirm the items on the delivery gets shipped to customer at this stage.
Create Invoice
When the work flow Background Process is run it picks those records and post it to
RA_INTERFACE_LINES_ALL. This is also called Receivables interface, that mean information
moved to accounting area for invoicing details. Invoicing workflow activity transfers shipped item
information to Oracle Receivables. At the same time records also goes in the table
RA_INTERFACE_SALESCREDITS_ALL which hold details of sales credit for the particular order.
After the Workflow background Process is run RA_INTERFACE_LINES_ALL (interface table into
which the data is transferred from order management). Then Autoinvoice program imports data from
this table which get affected into this stage are receivables base table. At the same time records
gets inserted into RA_CUSTOMER_TRX_ALL gets inserted with TRX_NUMBER ia the invoice
number with INTERFACE_HEADER_ATTRIBUTE1 as Sales Order Number.
RA_CUSTOMER_TRX_LINES_ALL gets populated with LINE_ATTRIBUTE_1 and
LINE_ATTRIBUTE_6 are populated with Sales order number and order lines LINE_ID respectively.
After this the OE_ORDER_LINES_ALL gets updated with FLOW_STATUS_CODE to ‘Closed’ and
OPEN_FLAG to ‘N’.