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RECEIVABLES TRANSFER TO GL
Navigation: Receivables -> Interfaces -> General Ledger
1. Run General Ledger Transfer Program to Transfer AR data to GL
Creation of Pricelist (Copying)
Order Management Super User
(N) Pricing-> Price Lists -> Copy Price List
Base Tables Affected: qp_list_headers_b,
qp_list_lines
Switch Responsibility to Inventory Super User
Inventory Super User
Items -> Master Items
For Item to be used in transactions check the following tabs and mandatory fields.
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(N) Security -> User
Base Table affected: fnd_users
Change Responsibility to OM Super User.
(N) Purchasing -> Requisitions -> Requisitions
Base Tables Affected: po_requisition_headers_all, po_requisition_lines_all
Now the PO Requisition needs to be approved, so the user should have appropriate privileges
To Check the Status of the Purchase Requisition you have to check the Requisition Summaries screen
(N) Purchasing -> Requisitions -> Requisition Summary
We can check the status in a view po_requisition_headers_inq_v
After the Purchase Requisition has been approved then you have to run the Create Internal Orders Program to import the internal Purchase Requisitions to
Internal Orders.
(N) Reports, Requests -> Run Requests
Check the Log to ensure that the Internal Requisition has been processed for the Order
The Above Process will take the PO Requisition up to the Order Interface Tables now we have to run the Order Import Program to Import the Internal
Orders.
(N) Reports, Requests -> Run Requests
Now check for the Order Created for that PR
(N) Orders. Returns -> Order Organizer
Automatically the order created will be of type Mixed. To Change the Order Type of the Internal Order we have to set up that at the Organization Level.
(N) Inventory -> Setup -> Organization -> Purchasing Parameters
Now Pick Release
(N) Shipping -> Release Sales Orders -> Release Sales Orders
Ship Confirm
(N) Shipping -> Transactions
To Check the Internal Order Details.
Go to the Line and
(B) Actions -> Additional Line Information
(T) Internal Requisition.
droap Shipment
Create Order, Line Level -> Shipping tab, Source type should be External
Now Create Purchase for the Order.
(N) Purchasing -> Reports -> Run
Step 1 – Creation of Purchase Requisition
Step 2 – Create PO from PR.
(N) Purchasing -> Requisitions -> Requisition Summary
(T) Related Documents
Search based on Sales Order Number
(N) Purchasing -> AutoCreate (To Crete a PR from PO)
Base Tables Affected: po_headers_all, po_lines_all
Now if we check the Order Line Status, it will be Awaiting Receipt.
Step 3 – Receiving
Change the Organization to – M1
Now we have to create the receipt for the PO
(N) Purchasing -> Receiving -> Receipts.
Save the work and it will trigger the following programs.
Apart from this it will also trigger the Payables open Import Program also.
Now if we check the status of the Line it will be shipped
To Check the Details of droap Shipment then you have go to Additional Line Information.
(B) Actions -> Additional Line Information
After this step line will be awaiting fulfillment, so run the workflow background process and autoinvoice program so that invoice will be generated.
Scheduling
Scheduling Before Booking,
Initially Scheduled ship Date and Schedule Arrival date will be empty
(M) Tools -> Scheduling -> Schedule
With Scheduling the above mentioned fields will be populated automatically
We can do auto scheduling also.
(M) Tools -> Auto Scheduling (Checking the Check Box)
Profile Options:-
OM: Scheduling Role
You are not allowed to change the order once if the order is booked. This has been protected by the processing constraints.
If you want to update even if the order is booked, then this processing constraints need to be changed.
(N) Setup -> Rules -> Security -> Processing Constraints
Base Tables Affected: oe_pc_assignments, oe_pc_exclusions
Splitting Lines
Base Tables Affected: oe_order_lines_all
Line will be split into two lines and the split_from_line_id will be populated for the second line.
Managing Holds
(N) Setup -> Orders -> Holds
Base Tables Affected: oe_hold_definitions, oe_hold_authorizations
Applying Holds
(B) Actions -> Apply Holds
To Retrieve/ Check the holds against order
(B) Actions -> Additional Order Information
Base Tables Affected: oe_hold_sources_all, oe_order_holds_all
Now if we try to book the order you can’t book it will through an error.
To Proceed Further we have to release the hold.
Releasing Holds
(B) Actions -> Release Holds
Base Tables Affected: oe_hold_sources_all, oe_hold_releases_all
Now, you can book the order.
(N) Orders. Returns -> Sales Order
Credit Check
(N) Setup -> Rules -> Credit
Base Tables Affected: oe_credit_check_rules
Assign this credit check rule to the transaction type
(N) Setup -> Transaction Types -> Define
Credit Check Flag For the Customer Profile need to be enabled.
(N) Setup -> Customers -> Profile Classes
We have to check the credit Flag in Payment Terms also.
(N) Receivables -> Setup -> Transaction Types -> Payment Terms
Credit Check Flag need to be checked at 3 places
Customer Level
Payment Terms
Transaction Type
If we create a order which is exceeding the Credit Limit of the customer it will automatically apply the hold.
(N) Orders. Returns -> Sales Order
(B) Actions -> Additional Header Information
To Process this order the hold need to be removed manually.
Cancelling Orders
(N) Orders. Returns -> Sales Order
(B) Actions -> Cancel
Base Tables Affected: oe_order_headers_all, oe_order_lines_all
Purging Of Orders
Create the Purge set and then Query for the Set
(N) Orders. Returns -> Purge -> Order Purge Selection
It’s Time to see the orders through Purge Set
(N) Orders. Returns -> Purge -> Order Purge Selection
Working with Order Organizer
(N) Orders. Returns -> Quick Order Organizer
Create Own Folder
(M) Folders -> New
Check the Tools Available for Organizing Orders
(M) Folders -> Folder Tools
Save the Changes your folder will be created here and if you click the folders button you can see your folder and if you open the folder what ever the
changes you made and saved will be reflected.
Changing the prompt appearing in the current form.
(M) Folder -> Change Prompt
Query for some records
You can save the Query for future purposes.
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Check the Saved Query in the Public Folders
In 11.5.10 release 'Schedule - Line, Deferred' is available to perform scheduling activity with minimal manual intervention.
From Release 12 along with 'Schedule - Line, Deferred' a new sub process 'Schedule - Line, Manual' is introduced.
For example let us consider “Schedule - Line, Deferred” here. Deferred scheduling work flow process to be used in place of the default 'Schedule - Line'
activity.
One of the above sub-process can be copied and customized to the generic line process.
The process “Schedule - Line, Deferred” should be used in place of “Schedule – Line” in the Line work flow.
1. Copy “Line Flow – Generic” to some other name for example XX Line Flow -Generic.
2. Copy “Schedule - Line Deferred” sub process into the new work flow process XX Line Flow –Generic as below
3. Replace this with new one.
The New workflow would look as below
Attach this new process to the Transaction Type in question.
Understanding Schedule – Line, Deferred:
Once booking is done then the work flow stops at “Schedule – Deferred” status and this would remain at “Schedule – Deferred” activity. Since this is a
deferred activity, we need manual intervention to push this further and this is done using Work flow Background process request.
Sample work flow status diagram for one such case:
Tool --> Work flow Status
The line would wait for an external activity to progress the workflow to Schedule activity.
Apply hold once the line is saved and when booking “Could not Schedule. Line on Hold” processing message pops up. Please apply the hold which is not an
workflow activity-specific hold.
Note: If the hold is specific to workflow activity, then the Workflow Activity attached should be 'Line Scheduling' for Workflow Item 'OM Order Line' or
Workflow Activity attached should be 'Book Order' for Workflow Item 'OM Order Header'
APPLY/RELEASE HOLDS
-----------------------------
When you define a hold, you also define which responsibility can apply the hold
EXAMPLE I:
Assign Order Management Super User the ability to Apply the hold.
Result: Order Management Super User can Apply the hold, but no one can Release
the hold.
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EXAMPLE II:
Assign Order Management Super User the ability to Release the hold.
Result - No one can Apply the hold and only Order Management Super User can
the hold if you want to Release the hold; if you are going to assign a
with a responsibility to Apply the hold if you want to Apply the hold.
If you do not assign any responsibility to Apply or Release the hold, then
any responsibility can Apply the hold and any responsibility can Release the
hold.
APPLY HOLDS
A hold source has criteria i.e. specific order number, customer, item, etc.
orders.
1. Navigate to the Apply Holds window by selecting Create Hold Sources from
2. Select the Name of the hold source in the Criteria tabbed region.
7. Optionally, define the Hold Until Date, which is the date when the hold is
released automatically.
9. Enable the Hold Future Orders/Lines check box to activate the hold later to
new orders and returns that satisfy the hold criteria. Enable the Hold Existing
Orders/Lines check box to activate the hold for existing orders or returns only
that satisfy the hold criteria. Enable both options to place holds on future and
10. Choose the Apply Holds button to create the hold source.
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WAYS TO APPLY HOLDS:
1. Navigate to the Sales Orders window and query the order or return you want to
3. In the Apply Holds window, select the Hold Name in the Hold Name tabbed
region.
4. Optionally, define the Hold Until Date; that is, the date when the hold is
released automatically.
1. Navigate to the Order Organizer window and query the order or return you
2. Multi-select all orders and returns you want to apply the hold.
4. In the Apply Holds window, select the Hold Name in the Hold Name tabbed
region.
5. Optionally, define the Hold Until Date; that is, the date when the hold is
released automatically.
1. Navigate to the Sales Orders window and query the order or return line you
2. Navigate to the Line Items tabbed region and select the order or return line you
4. In the Apply Holds window, select the Hold Name in the Hold Name tabbed
region.
5. Optionally, define the Hold Until Date; that is, the date when the hold is
released automatically.
1. Navigate to the Order Organizer window and query the order or return you
5. In the Apply Holds window, select the Hold Name in the Hold Name tabbed
region.
6. Optionally, define the Hold Until Date; that is, the date when the hold is
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released automatically.
RELEASE HOLDS
Holds can be released via the Sales Order Window, Find Orders window in the
2. Enter search criteria, including the hold criteria and value or the name of the
hold.
3. Choose the Hold Sources button to query the hold sources that meet your
search criteria.
1. Navigate to the Sales Orders window and query the order or return you want to
1. Navigate to the Sales Orders window and query the order or return line you
want to release.
2. Navigate to the Line Items tabbed region and select the order or return line you
want to release.
1. Navigate to the Orders Organizer window and query the order or return you
want to release.
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7. Optionally, enter a Comment.
1. Navigate to the Orders Organizer window and query the order or return you
Additionally, Order Management provides the ability to release all expired holds
by effectivity date. The concurrent program is called Release Expired Hold; there
are no enterable input parameters for this program. When the concurrent program,
Release Expired Hold, is called, all expired holds with an ending Effectivity
Date less than or equal to the system date will automatically be released.
HOLD HISTORY
1. Navigate to the Sales Orders window and query the order or return you want to
view.
information. The window displays all order level and line level holds for the
order.
.....For an order level hold, the At field will display the text Order.
Applying Holds
.....For a line level hold, the At field will display order line number.
RELATED DOCUMENTS
-----------------
Oracle Order Management User’s Guide for Release 11i User’s Guide,
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Please review metalink note 113636.1 for item setup.
2. How do I droap ship across operating units?
Release 11i does not currently support this functionality.
3. How are over/under shipments handled in droap shipment?
If part of a droap-ship line ships and you do not wish to fulfill the
remaining quantity, cancel the line. If the quantity shipped is less than
the quantity ordered, the sales order line will be split into two lines. The
first line will display the quantity shipped and the second line will display
the backordered quantity. Over-shipments must also be handled manually. If the
Supplier ships more than the ordered quantity, you can bill your customer for
the additional quantity or request that they return the item.
Use the Sales Order and Purchase Order Discrepancy Report to view differences
between your droap-ship sales orders and their associated purchase
requisitions and orders.
4. When the Requisition Import parameter 'Initiate Approval after Import' is
set to 'No', the requisition still gets imported in an approved status.
Why is this?
The Purchase Release program in the OM module ignores the setting of this
parameter. When it is populating the data in the po_requisitions_interface
table the field authorization_status is hardcoded with the value 'APPROVED'.
Thus in the case of droap shipments, the requisition always gets imported in
an approved status. The reason for this is because the sales order has
already been 'purchase released'.
5. Did any droap-ship functionality change from R11 to R11i?
In R11i droap shipping is Workflow enabled. The OM Order Line Workflow calls
the 'Create Supply - Line' process. This process has a function called
'Branch on Source Type' which will detect an item with a Source Type of
'External' and set the line to a 'Purchase Release - Deferred' status.
Then when the Workflow Background processor picks up the line, it will
initiate the Purchase Release process to write the records to the interface
table. After the Requisition Import is successfully run, the sales order
line status will change to 'Awaiting Receipt'.
Another big change in R11i is in the way locations are maintained. You no
longer need to define a separate Purchasing Location for each customer
Ship-To location, as was necessary in R11. Purchasing now uses a view a the
HZ and HR tables to derive the locations.
6. How can I view the Purchasing information for a droap ship order?
After the requisition import successfully pulls in the data from the
PO_REQUISITIONS_INTERFACE_ALL table, and creates the internal requisition,
this information is available from the Sales Orders form as follows:
Select the sales order line with the externally sourced item and hit
Actions -> Additional Line Information
Select the droap Ship tab to view the data
7. Does the Purchase Release concurrent program still exist?
Yes, this program can be run from the Orders, Returns -> Purchase Release
menu. If there are holds which prevent the order from progressing through
the Workflow normally after the order is booked, these holds must be
manually released. Then the externally sourced lines can be sent to
Purchasing by running the concurrent program. Alternatively, you can use
the Actions -> Progress Order button to push the lines through to the
PO_REQUISTIONS_INTERFACE_ALL table for Requisition Import to pick them up.
8. Can you droap ship kits?
You can droap ship kits in family pack H and higher.
9. You are trying to split a line on a droap ship order line after purchase
release; you receive the message:
You are not allowed to split order line because Line is released to purchasing
Labels: 11i, OM
2 comments:
Cindy said...
http://oracleapps88.blogspot.in/2011/08/oracle-sales-order.html 11/12
2/27/2018 Oracle Applications: Oracle SALES ORDER
Hi. we have a problem at work. a hold source was created without an expiration date. How can we remove / cancel /stop the hold source. We need to stop the orders from going on
hold.
August 9, 2014 at 9:23 AM
Unknown said...
I had a problem. I reviewed your document and my issue resolved through your document. Thanks Bro
April 21, 2016 at 1:00 AM
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