1) What happens when you enter an Order?

After you enter an order, the items on the order are validated in Oracle Inventory; a price is
calculated for the items using the pricing engine; the availability of the items are checked and
may be reserved; the items are then pick released and shipped to the customer.
2) What is a Sales Agreement?
A Sales Agreement is a suppliers representation of an agreement with a customer for the
supplier to sell and the customer to buy goods or services.
3) What are the types of Sales Order?
Standard
Mixed
Return
4) Why Item is not populating in item field list of values of Sales Order Line ?

Once we created item in inventory, we have to run Refresh Order Management

Materialized View concurrent program.
Item might not assigned to inventory organization.
Go to Inventory-----> items---> master items, Query that specific item you are concerned
about and go to order management tab and check the Box "CUSTOMER ODERS ENABLED"
and "CUSTOMER ORDERED".
5) Why Customer Ship To Location and Bill To Location is not populating automatically
when querying Customer in Customer Field of Sales Order Header Form?
Customer Sites Details is not associated to that particular Operating unit.
6) What is the use of Customer Order Enabled and Customer Order attributes?
When this attributes are set to Yes then the item will be eligible to order from external customer.
Customer Order
When this set to Yes then the item will populate in Price List Form to specify the selling price of
an item.
Customer Order Enabled
When this attribute is set to Yes then the item will be populate in sales order Line for ordering.
7) What are various ways a sales order can be entered?

Sales order can be entered in following ways

Manual entry (based on a phone call, fax)
Order Import (through API / Concurrent program)
Copy from an existing sales order
Convert from an Quote
From other CRM modules (Service, Sales)
From an Blanket Sales Agreement
8) List the O2C process Cycle with their Status?
Process

Header

Lines

Sales Order Entered

Entered

Entered

Booked

Awaiting Shipping(When
Sufficient Quantity is
available)

Booking the Sales Order

Supply Eligible(When
Sufficient Quantity is not
available).
Pickrelease the Order

Booked

Picked

Ship Confirm the Order

Booked

Shipped

Run Interface Trip stops

Booked

Closed

9) Consider a scenario, a sales order is created for Item TestItem,but the TestItem
doesnt have any quantity.When user tries to book the Sales Order the header status
change from Entered to Booked status and Sales Order Line Status showing Awaiting
Shipping instead of Supply Eligible.
To resolve the problem, navigate to inventory responsibility->Items->Master Item->Query for Item
TestItem and go to inventory Tab->Check the checkbox Assemble to order.
Create Sales Order and book it. Now it will change status from Entered to Supply Eligible.
10) Difference between Supply Eligible Status and Supply Partial Status?
Supply Eligible
When there is no sufficient quantity available.
Example When user tries to book a sales order for Item TestItem for 10 quantity,but the item
contains zero quantity.Then the Sales Order Line Status change to Supply Eligible.
Supply Partial
When there is partial sufficient quantity available.
Example : When user tries to book a sales order for Item TestItem for 10 quantity,but the item
contains only 4 quantity.Then the Sales Order Line Status change to Supply Partial.

29-SEP-2012
1) How to find out whether sales order is imported from internal or external source?
Order Source field in others tabbed region of sales order header screen will tell whether its
imported from internal source or created manually. If Order Source is set to Internal then the
sales order is imported from internal source.
2) How to restrict user to do modification to sales order in booked status?
This can be achieved through Processing Constraint.
Process Constraints prevent users from adding updating, deleting, splitting lines and canceling
order or return information beyond certain points in the order cycle.
3) What is reservation in Sales Order?
Allocation of quantities to satisfies the demand.

4) What are the various ways to reservation can be done?

Setting Profile option OM:Autoschedule to yes in System Administrator Responsibility.
Right Click on Sales Order Line ->Scheduling->Reserve.
Reserve Order concurrent Program

5) What is scheduling in Sales Order?

Scheduling is a means of communicating the balance between customer demand and a
companys ability to fulfill an order from current inventory and supply sources.

6) What are the various ways to schedule the sales order?

Setting Profile option - OM:AutoSchedule to yes in system Administrator Responsibility.
From Tools Menu->Check Autoschedule Checkbox in Sales Order Screen.
Right Click on Sales Order Line ->Scheduling->Schedule.
Schedule Order Concurrent Program.
7) Difference between Ship Set and Arrival Set?
Ship Set are group of order lines that the user would like to ship together from same warehouse
to same location. If Order Lines are group under shipset then until all lines in the shipset satisfy
the demand it wont allow to ship the goods to customer.
Arrival Set are group of order lines that the customer would like to arrive together.
8) Consider a scenario customer is ordering for Item TestItem for four quantity. But he
wants the seller to ship first two quantity this month and remaining two quantity next
month and he will pay the amount once he receive the full quantity of TestItem?
This can be mapped through a concept of Fulfillment set.
Create a Sales Order with two order line with quantity 2 each and group those lines into
fulfillment set. For First Line complete pickrelease and shipping process, once done sales order
line wont get closed and wont interface for invoicing, it will be in a status of Awaiting
Fulfillment. Once pickrelease and shipping process done for second line, these two lines will get
closed and interface for invoicing.

9) What are the various reason for unit selling price is not populating in Unit Selling Price
field of Sales Order Line screen?
Check the selling price for an item is defined under the field Pricing Transaction Entity is
set to ORDFUL (Order Fulfillment) and System Source Code is set to QP (Oracle Pricing) in
others tabbed region. If not set then change the Profile option (QP: Pricing Transaction Entity to
Order Fulfillment and QP: Source System Code set to Oracle Pricing).
Selling Price in price list not defined as global(It May Restrict to Particular Operating
Units).
Selling Price for an item is not defined for that particular price list mention in price list field
of sales order header screen.
10) Its possible to update the Unit Selling Price of an item in Sales Order Lines Screen?
Yes. Its can be achieved by the following setups
Select the Sales Order Line to Change Price-> Click on Actions Button-> View
Adjustments Select Modifier to increase or decrease the price and apply to complete the
process.
30-SEP-2012
1) If Selling Price is not defined in Price List then Item Cost will defaulted to Unit Selling
Price?
No, If Selling Price is not defined in price list, then it will take value from List Price defined in
Purchasing tabbed region of Item Attributes.

If List Price is also not given, then it defaulted as zero.

2) Is there a way an Item can have text in the Unit Price field (i.e. 'No Price' or 'TBD')?
You cannot enter text in the price field in Sales Order pad in Order Management or in Advanced
Pricing. The price of the item (unit price) is mandatory on the Price List unless there is a formula
(static or dynamic) attached. In which case, it is possible for the unit price field to have a null
value. But only numbers are allowed in the unit price field, not a text string.
3) Its Possible to have a single price list for multiple currencies? If Yes tell me the Setup.
Yes. This can be achieved by setting Mutli-Currency Conversion for Base Currency in Price List
Setup.
For Example: If user generally creates a sales order for Base Currency USD, but now he wants
to create the order for Currency CAD. This can be done by following Setup.
1. Oracle Advanced Pricing must be installed.
2. Navigate to System Administer responsibility >Profile > System>
QP: Multi Currency Installed > Select 'Yes'.
3. From Pricing Manager > Reports > Run the program 'Update Price Lists
with Multi-Currency Conversion Criteria only once.
The concurrent program creates new currency conversion criteria for each
combination of the currency and rounding factor identified in the
price lists that are processed. The conversion will creates a record
with the same Base Currency and Currency-To as the rounding factor from the price list.
4. Now attach the currency conversion criteria just created to the current price lists XYZ;
else the pricing engine will not be able to use the current Price Lists as Multi-Currency.
Navigation: Oracle Pricing Manager Responsibility > Price Lists > Price List Setup
Query the price list. On the header of the price list is field "Multi-Currency Conversion"
where you can select a multi-currency list which has the same base currency as the
selected price list. A Multi-Currency Conversion List stores a list of currencies and
conversion criteria which enables transactions to be converted from a base currency
to other currencies.
Once the above setup is done user can create a sales order for currency CAD other than Base
Currency USD.
4) What is the use of Payment Terms?
Payment Terms will tell when customer has to pay to supplier for the goods he purchased.
For example if Payment Terms is defined as 2% 10,Net 30 indicates that a customer is allowed
a 2% discount if payment is received within 10 days, and entire balance is due within 30 days.
5) What is the functionality of Prepayment in Payment terms?
Its indicate that a particular business transaction requires the capture of funds before the delivery
of a product or service.
6) What are Defaulting Rules?
Defaulting Rules enable you to speed up data entry by passing values in the window based on
some key values you have entered.

Examples: In Order Header, Ship-To Address and Bill-To Address values default in the window
once you enter the customer name or number.
7) At what stage an Order cannot be cancelled?
If the order is Pick Confirmed, it cannot be cancelled.
8) What is Drop Shipment?
Drop Shipment is a process where the customer places a purchase order on a company and this
company instructs its supplier to directly ship the items to the customer.
9) How Drop Ship Order is created?
Drop Shipments are created as sales orders in order management provided Source Type as
External in shipping tabbed region of Sales Order Line Screen.
10) What is Back to Back Order?
Back to Back Order is a process where the customer places a purchase order on a company and
this company wont stock or manufacture the item ordered, So company in turn raise a purchase
order to his supplier, supplier will ship the goods ordered to company. Company will receive the
goods ordered and ship the goods to his customer.
01-OCT-2012

1) Which item attributes will facilitate back to back ordering?

If Build in WIP and Assemble to Order attributes are enabled, the sales order will become eligible
for create supplies, facilitating a back-to-back order.
2) A sales order is created for two items(Item1 and Item2).Its possible to specify the
warehouse V1(Vision Operations) for Item1 and M1(Seattle Manufacturing) for Item2 in
sales order?
Its not possible to mention different warehouse for different lines in sales order. We can only
specify the same warehouse for all items mention in sales order.
3) Its mandatory to specify the items information for booking the sales order?
No, Only Order Type, Customer Name, Bill To Location, Ship To Location details are mandatory
for booking the sales order.
4) What is the use of Delivery Lead time?
Delivery Lead Time will tell how many days it will take for the supplier to transfer goods from his
location to customer location based on Freight Carrier. This can be mention in Shipment Transit
Times in oracle inventory.
5) How Schedule Ship Date and Schedule Arrival Date is calculated?
Its calculated based on Order Date Type.
If Order Date Type is set to Ship then Schedule Arrival Date is calculated by adding Delivery
Lead Time to Schedule Ship Date.
If Order Date Type is set to Arrival then Schedule Ship Date is calculated by subtracting Delivery
Lead Time from Schedule Arrival Date.

6) What is Freight on Board?

The point or location where the ownership title of goods is transferred from the seller to the
buyer.
7) Difference between Freight on Board Shipping and Freight on Board Destination?
FOB Destination means that the seller owns the goods until the buyer receives them. Therefore,
the seller pays the shipping costs.
FOB Shipping means that the buyer owns the goods once they are shipped. Therefore, the buyer
pays the shipping costs.
8) How to find out a Purchase order is created associating the drop shipment sales order?
This can be found by following setup
Click on Sales Order Line->Click on Actions Button->Select Additional Line Information->click on
Drop Ship tabbed region to view the Purchase order details.
9) What is hold?
A feature that prevents an order or order line from progressing through the order cycle. You can
place a hold on any order or order line.
10) Its is possible to apply hold on a booked sales order?
No, we cant apply hold for booked sales order

02-OCT-2012

1) While booking the sales order, if schedule ship date is not given what value it will get
defaulted?
It will take the date mention in Request date as Schedule Ship Date based on Defaulting Rules
condition.
2) In Sales Order Form how will find out how many quantities of item is shipped to
customer?
In Sales Order Line Form there is a field called Qty Shipped will tell how many quantities have
been ship to customer.
Like wise if we cancel any sales order line in Qty Cancelled field will tell how many quantities
have been cancelled for that particular sales order line.
3) Consider a scenario user created two sales order (Sales Order 1 contain Item TestItem
and Sales Order 2 contain Item TestItem2) both having Request Date as 01-OCT2012.Now user want to change the Request Date to 03-OCT-2012 in both sales order?
This can be achieved through Mass Change functionality.
In Order Organizer Form select the sales orders (Sales Order1 and Sales Order 2) to make
change and go to Tools and select Mass Change option. It will open the Mass Change Form
there mention the new Request Date and Click ok. System will prompt "Do you want to cascade
changes to Line", if you want to do that Press "yes" and all done.
4) What is the use of Payment Type?

Payment Type will tell mode of payment(Cash, Credit Card, Check) for the item procured from
the supplier.
5) Can we cancel Drop Shipment after it is received?
Drop Shipments cannot be cancelled once Oracle Purchasing obtains the receipt. A user who
wants to cancel a Drop Ship Sales Order line must ensure no receipts have been created against
the line and that the requisition and/or Purchase Order associated with the line is cancelled.
Cancellation of a Partial Drop Ship receipt is allowable. But only the portion that has not been
received can be cancelled. If you cancel a Drop Shipment line for which you have not shipped
the entire quantity, the order processing splits the line. The first line contains the quantity shipped
and the second line contains the non-shipped quantity in backorder. You can cancel the second
line the backorder on the Sales Order. The PO line quantity should be changed to reflect the new
quantity.
6) Can Configurable Items be Drop Shipped?
No, Only Standard Items can be Drop Shipped.
7) Can we receive a PO Shipment for which the related Sales Order Line is Cancelled /
Closed?
PO Shipments for which the related Sales Order line has been cancelled or closed cannot be
received. The PO shipment should be cancelled. A new Sales Order Line should be created, if
needed.
8) Difference between Request Date and Promise Date?
Request Date is the date on which user receive the purchase order from the customer. Normally
Request Date field is populated with the current system date and time based on defaulting rules
condition.
Promise Date is the date on which user confirms to his customer for shipping the items.

9) Its possible to have ship set and Arrival set for an sales order Line?
No, we can use either ship set or Arrival set for an sales order line.
10) Consider a scenario user created a sales order for item A with qty 4.While Shipping
two items are shipped and remaining two items are backordered due to lack of quantity.
What is the impact on sales order?

In sales order line screen the order line with quantity 4 for item A will split in to two lines, one line
with quantity of two with status Closed and another line with quantity of two with status Awaiting
Shipping.

03-OCT-2012

1) Difference between Ship Method and Freight Carrier?

Ship Method will tell the mode of transport.
Freight Carrier is a commercial company used for internal transfers between organizations, as
well as shipments to and from customers and suppliers.

2) How to find out how many quantities have been reserved for the particular sales order?

In Sales Order Line Screen under shipping tabbed region there is a field called Qty
Reserved will tell how many quantities have been reserved for that particular sales order.
Go to Tools->Scheduling->Reservation Details.
3) What are the various reason reservation is not done?

Lack of Quantity
In Item Attributes Reservable Field id not checked.
4) Tell me steps to unreserve the quantities reserved for particular sales order?

Select the sales order line to unreserved->Tools->Scheduling ->UnReserve.

Right Click on the sales order line to unreserved->Scheduling ->UnReserve.
5) Consider a scenario your Customer United_org initially ordered 10 qty of item
TestItem to be delivered on Dec 1,2012.He now would like his order to be shipped in two
batches and to be delivered on two different days. The Specification are
a. 3 Qty of item TestItem to be shipped on 1-DEC-2012
b. 7 Qty of item TestItem to be shipped on 10-DEC-2012.
This can done manually by following setup
->Select the sales order line to split->Click on Actions Button->Select Split Line->It will open a
window there specify two lines one with 3 qty and another with 7 qty ,so that the total will be
equal to 10 as original quantity and click ok.
6) Consider a scenario user ships the material ordered to his customer, customer noticed
some items are damaged or not matching to his prototype so he returns the item back to
user. User will receive the item returned from customer and in turn send another item to
replace the damage items to customer or give some credit?
This can be mapped through a concept of Return Material Authorization.
7) Which item attributes will facilitate Return Material Authorization?
If Returnable attribute are enabled then sales order is eligible for creating return order.
8) What are the different RMA Order Types?
RMA with Credit is used when the customer returns the physical product and also receives
credit as a result of the return.
RMA no Credit is used when the customer will return the product but will not be receiving a
credit as a result of the return.
RMA Credit Only is used when the customer will receive a credit, but the physical return of the
product is not required.
9) Various ways of Entering RMA orders?
RMA orders can be entered in 3 ways

Manually
Copy from original sales order
Order Import API/Interface
10) What are the necessary setup to perform Internal Sales Order?

Internal Order and Internal Ordered Enabled set to Yes.

Shipping Network(Intransit or Direct) must be defined.
Internal Customer must be defined.

FAQ On Pricing and Availability

05-OCT-2012

1) What is the functionality of Pricing and Availability function?

The Pricing and Availability function within Order Management also enables you to
Perform price and availability checking without creating an order.
Perform price and availability checking without placing demand or reservations.
Easily create an order or quote if the query results in a customer's decision to buy the
item.
Perform price and availability checking by item cross-reference, customer item, or item
description.
View both the Selling Price and List Price of a product.
View price breaks, other automatic discounts, and Surcharges as well as otherbenefits
not affecting the selling price currently available for a particular product or customer.
Perform price and availability checking without consuming modifier limits.
Perform price check what if analysis based upon an Agreement, Price List, Pricing
Attribute, Order Quantity, Customer, Currency, Ship To, Bill To, Order Type, Pricing Date, or
Request Date.
Perform price checks by specific currency and indicate in which currency you wish to
view the calculated Selling Price.
View a limited set of item attribute details.
View related items such as upsell items or cross-sell items, substitutes items, etc.

2) What are the operations we can perform in Pricing and Availability Form?
From Pricing and Availability Form we can create
Sales Order
Quote
3) Its possible to create a Sales Order from Pricing and Availability function in Quick
Sales Order?
Yes, we can create Sales Order from Pricing and Availability Function in Quick Sales Order
Screen.
4) Its possible to create a Quote from Pricing and Availability function in Quick Sales
Order?
No, We cant create a quote from Pricing and Availability function in Quick Sales order.
5) Its possible to perform changes in the order from Pricing and Availability function in
Quick Sales Order?
Yes, Using Replace Function in Pricing and Availability region in Quick Sales Order screen.
In Normal Pricing and Availability function we have to navigate to(Order Returns->Order
Organizer->Query sales order created using Pricing and Availability)perform the changes
needed.
6) What is the use of profile option OM: Display Current Selections in Pricing and
Availability?

When this option is set to Yes a scratch pad area called Current Selections appears, where we
can add list of item to be ordered.
If set to No if you want a simple form and want to operate on one item at a time.
7) What is the use of profile option OM: Sales Order Form Preference?
The profile controls the window that displays after the create order or create quote button is
selected. The options are the Sales Orders window or the Quick Sales Orders window.
8) Its Possible to perform price and availability checking for models, kits, service items,
or Oracle Processing Manufacturing items?
No, we cant perform price and availability checking for models, kits, service items, or Oracle
Processing Manufacturing items.
9) What is the use of profile option OM: Sales Order navigation from Pricing/Availability
form?
This determines if the Sales Order or Quick Sales Order form opens with the new order or quote
displayed.
10) What is the use of profile option OM: Discounting Privilege?
This profile controls the availability of manual discount.