D50091GC20 Ag PDF

Activity Guide
D50091GC20
Edition 2.0
October 2009
D64410
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R12 Oracle Order Management

Fundamentals
Copyright 2009, Oracle. All rights reserved.

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Author
Pratima Mahtani
Technical Contributors and Reviewers
Lata Sundar, John Brazier
This book was published using:
oracletutor
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Table of Contents
Order Entities and Order Flows ....................................................................................................................2-1

Order Entities and Order Flows.....................................................................................................................2-3
Practice - Order to Cash Cycle with Standard Items .................................................................................2-4
Solution Order to Cash Cycle with Standard Items ................................................................................2-5
Guided Demonstration Order to Cash Cycle with PTO Kits ..................................................................2-16
Practice - Create a Drop Ship Order ..........................................................................................................2-23
Solution - Create a Drop Ship Order .........................................................................................................2-24
Guided Demonstration Creating Back to Back Orders ...........................................................................2-29
Practice - Creating a Sales Agreement.......................................................................................................2-37
Solution Creating a Sales Agreement .....................................................................................................2-38
Practice - Order to Cash Cycle with Customer Acceptance ......................................................................2-42
Solution - Order to Cash Cycle with Customer Acceptance......................................................................2-43
Practice - Create an Internal Sales Order...................................................................................................2-48
Solution - Create an Internal Sales Order ..................................................................................................2-49
Multiple Organization Access Control Setup................................................................................................3-1
Multiple Organization Access Control Setup ................................................................................................3-3
Guided Demonstration - Multi-Org Access Control (MOAC) ..................................................................3-4
Oracle Inventory Setup for Oracle Order Management..............................................................................4-1
Oracle Inventory Setup for Oracle Order Management................................................................................4-3
Practice - Creating Subinventories ............................................................................................................4-4
Solution - Creating Subinventories............................................................................................................4-5
Practice - Defining Units of Measure ........................................................................................................4-9
Solution Defining Units of Measure .......................................................................................................4-10
Practice - Defining Items ...........................................................................................................................4-13
Solution - Defining Items ..........................................................................................................................4-14
Guided Demonstration Creating an ATP Rule .......................................................................................4-17
Oracle Receivables Setup for Oracle Order Management...........................................................................5-1
Oracle Receivables Setup for Oracle Order Management .............................................................................5-3
Practice - Creating a Customer ..................................................................................................................5-4
Solution Creating a Customer.................................................................................................................5-5
Practice - Defining a Territory...................................................................................................................5-8
Solution - Defining a Territory ..................................................................................................................5-9
Guided Demonstration Creating a Salesperson ......................................................................................5-10
Practice - Defining Credit Check and Hold ...............................................................................................5-12
Solution Defining Credit Check and Hold..............................................................................................5-13
Oracle Order Management Setup Steps........................................................................................................6-1
Oracle Order Management Setup Steps.........................................................................................................6-3
Practice - Setting up Transaction Types ....................................................................................................6-4
Solution Setting Up Transaction Types ..................................................................................................6-5
Guided Demonstration Creating and Booking a Sales Order, Viewing Workflow Status......................6-11
Guided Demonstration - Setting Up a Processing Constraint....................................................................6-14
Practice - Setting Up a Defaulting Rule.....................................................................................................6-17
Solution - Setting Up a Defaulting Rule ....................................................................................................6-19
Copyright Oracle, 2009. All rights reserved.
Oracle Order Management Fundamentals - Activity Guide Table of Contents
i
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM
ONLY. COPYING eKIT MATERIALS FROM THIS
Overview of Oracle Order Management .......................................................................................................1-1

Overview of Oracle Order Management .......................................................................................................1-3
Practice - Creating a User and Assigning Responsibilities........................................................................1-4
Solution Creating a User and Assigning Responsibilities.......................................................................1-5
Practice - Customizing the Quick Sales Orders Window Using Folder Forms .........................................1-7
Solution Customizing the Quick Sales Orders Window Using Folder Forms ........................................1-8
Guided Demonstration Personalize the Quick Sales Orders Window Using Forms Personalization .....1-11
Practice - Using Scheduling in the Sales Orders Window.........................................................................6-26

Solution - Using Scheduling in the Sales Orders Window ........................................................................6-27
Basic Pricing Setup..........................................................................................................................................8-1

Basic Pricing Setup........................................................................................................................................8-3
Practice - Creating a Price List ..................................................................................................................8-4
Solution - Creating a Price List..................................................................................................................8-5
Practice - Copying a Price List ..................................................................................................................8-7
Solution - Copying a Price List..................................................................................................................8-8
Practice - Manually Updating a Price List.................................................................................................8-10
Solution - Manually Updating a Price List ................................................................................................8-11
Practice - Adjusting a Price List ................................................................................................................8-12
Solution - Adjusting a Price List................................................................................................................8-13
Practice - Adding an Item Category to a Price List ...................................................................................8-15
Solution - Adding an Item Category to a Price List...................................................................................8-16
Practice - Creating a Discount Modifier Using Qualifiers.........................................................................8-19
Solution - Creating a Discount Modifier Using Qualifiers ........................................................................8-20
Practice - Creating a Freight and Special Charge List Modifier ................................................................8-25
Solution - Creating a Freight and Handling Charges Modifier..................................................................8-26
Overview of Shipping Execution ....................................................................................................................9-1
Overview of Shipping Execution...................................................................................................................9-3
Guided Demonstration Shipping Transaction Form ...............................................................................9-4
Guided Demonstration Quick Ship Window ..........................................................................................9-5
Shipping Execution Setup ...............................................................................................................................10-1
Shipping Execution Setup .............................................................................................................................10-3
Practice - Defining Roles...........................................................................................................................10-4
Solution - Defining Roles ..........................................................................................................................10-5
Guided Demonstration Granting Access to Roles ..................................................................................10-6
Guided Demonstration - Defining Freight Carriers ...................................................................................10-7
Guided Demonstration Defining Freight Cost Types .............................................................................10-8
Guided Demonstration Defining Document Sets....................................................................................10-9
Guided Demonstration Viewing Shipping Exceptions ...........................................................................10-10
Practice - Defining Release Sequence Rules .............................................................................................10-12
Solution - Defining Release Sequence Rules.............................................................................................10-13
Practice - Defining Pick Slip Grouping Rules ...........................................................................................10-14
Solution - Defining Pick Slip Grouping Rules ..........................................................................................10-15
Practice - Defining Release Rules .............................................................................................................10-16
Solution - Defining Release Rules.............................................................................................................10-17
Practice - Release Sales Orders .................................................................................................................10-19
Solution - Release Sales Orders.................................................................................................................10-20
Practice - Ship Confirm Delivery ..............................................................................................................10-25
Solution - Ship Confirm Delivery..............................................................................................................10-26
Guided Demonstration Defining Container Load Details.......................................................................10-35
ii
Holds, Order Purge and Exception Management Setup ..............................................................................7-1

Holds, Order Purge and Exception Management Setup ................................................................................7-3
Practice - Creating and Applying Holds ....................................................................................................7-4
Solution - Creating and Applying Holds ...................................................................................................7-5
Guided Demonstration Setting up Exception Management....................................................................7-13
Preface
Profile
Before You Begin This Course
Thorough knowledge of Oracle Order Management
Working experience with Oracle Shipping Execution
There are no prerequisites for this course.
How This Course Is Organized

This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.
iii
Prerequisites
Related Publications
Oracle Publications
Part Number
Oracle Order Management Users Guide
B28099
Oracle Order Management Implementation Manual
B25975
Oracle Shipping Execution Users Guide
B31232
Oracle Advanced Pricing Users Guide
B31581
Oracle Advanced Pricing Implementation Guide
B31440
Additional Publications
System release bulletins
Installation and users guides
Read-me files
International Oracle Users Group (IOUG) articles
Oracle Magazine
iv
Title
Typographic Conventions
Typographic Conventions in Text
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.
Use the SELECT command to view information stored in the

LAST_NAME
column of the EMP table.
Select File > Save.
Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
v
Convention
Bold italic
Typographic Conventions in Code

Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
CREATE ROLE role
SQL commands and SELECT userid

FROM emp;
functions
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
(M) From the menu, select Query then Find.
3.
(B) Click the Approve button.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
vi
Convention
Caps and
lowercase
Lowercase
Typographical Conventions in Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
1.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
Under the General Ledger entry, expand Journals.
3.
Under Journals, select Enter Journals.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
vii
represents the following sequence of actions:

viii
Chapter 1
Overview of Oracle Order Management
Chapter
1 - Page 1 ONLY. COPYING eKIT MATERIALS FROM THIS
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS
CLASSROOM
Overview of Oracle Order

Management

Chapter
CLASSROOM
Chapter
CLASSROOM
Practice - Creating a User and Assigning Responsibilities

Overview
In this practice you will learn how to create a user and assign responsibilities to the user
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 System Administrator or comparable System Administration responsibility.
Tasks
1.
Create a user and assign responsibilities to it.
2.
Ensure that the Order Management Super User Vision Operations USA responsibility has
the appropriate menu assigned to it.
Chapter
CLASSROOM
Assumptions
Solution Creating a User and Assigning Responsibilities

Login
Login using the following login credentials:
Field
2.
Value
User Name
operations
Password
welcome
Select the System Administrator responsibility.
Create a User
3.
(N) Security > User > Define
4.
Enter the following information:

Field
Value
User Name
<your chosen login name>
Password
<any password of your choice;

youll need to enter it twice>
Password Expiration
~ None
Effective Dates
<defaults>
5.
(M) File > Save
6.
(T) Direct Responsibilities, assign the following responsibilities to your user:

Responsibility
Order Management Super User, Vision Operations (USA)
Inventory, Vision Operations (USA)
Receivables Manager
System Administrator
Human Resources, Vision Enterprises
Purchasing Super User
Revenue Management Super User, Vision Operations (USA)
Order Information Super User, Vision Operations (USA)
7.
Navigate to the Person Field (top right) and select Ms. Pat Stock (LOV)
Chapter
CLASSROOM
1.
8.
Click (B) OK to acknowledge the Caution message.
9.
(M) File > Save
10. Log out of the application.

Login as Your User
11. Login to your newly created account. You will be prompted to change your password.
12. Select the Order Management Super User responsibility:

(N) Shipping > Setup > Grants and Roles Definitions > Grants
Field
Value
User
<your login name>
Role
Upgrade Role
13. (M) File > Save

Note: You will now be able to ship orders.
14. Close the window.
Chapter
CLASSROOM
Note: You will use this account for subsequent logins.
Practice - Customizing the Quick Sales Orders Window Using

Folder Forms
Overview
Open the Quick Sales Orders window
Use the Folder Tool
Assumptions
Use System Administrator or comparable System Administration responsibility.
Tasks
Create a folder at the header and line level using the Folder tool.
Chapter
CLASSROOM
In this practice you will learn how to customize the Quick Sales Orders window.
Solution Customizing the Quick Sales Orders Window Using

Folder Forms
Login
Login to the database.
Field
Value
User Name
<your login name>
Password
<your password>
Choose Responsibility
2.
Responsibility: Order Management Super User, Vision Operations (USA)
Customize the Quick Sales Orders window

3.
(N) Orders, Returns > Quick Sales Orders
4.
Place your cursor on any of the header fields and then select (M) Folder > New or (I) Folder
Tools > (I) New.
5.
Enter the following:

Field/Section
Value/Selection
Folder
<insert a name for the header level folder>

Note: replace XX with your unique identifier
Autoquery
~ Never
Open as Default
Public
Order Tabs
; Others
Configure Buttons
Actions ; Display to display the Actions button in

the window
Chapter
CLASSROOM
1.
Click (B) OK to save and return to the Quick Sales Orders window
7.
Verify the following: your new folder name, Others tab, Actions button should be visible
on the window
8.
In the Header Region enter the following:

Field
9.
Value
Customer
Business World
Order Type
Mixed <defaults>
Place your cursor at a line level field and re-open the Quick Sales Orders window: (M)
Folder > New or (I) Folder Tools > (I) New.
10. Enter the following:

Field/Section
Value/Selection
Folder
<insert a name for the folder>

Autoquery
~ Never
Open as Default
Public
Line Tabs
Select all the tabbed regions you wish to see in the window
Chapter
CLASSROOM
6.
Field/Section
Line Details (Regions)
Value/Selection
Select all the regions you wish to use in the window
11. Click (B) OK to save and return to the Quick Sales Orders window
12. Verify the following: your new folder name, all tabs in the Lines block, Regions should be
visible on the window.
Chapter
CLASSROOM
Note: these are accessible by clicking on the

icon at the bottom
right of the window this expands to show the details of the selected
region
Guided Demonstration Personalize the Quick Sales Orders

Window Using Forms Personalization
1.
With the Quick Sales Orders window open, navigate to the Personalizations window: (M)
Help > Diagnostics > Custom Code > Personalize (Password is APPS)
2.
If there are seeded personalizations already in the window, do not modify them.
3.
Enter Seq 2 and Enter a short description in the Description column, Workflow Status
Menu. Select the Level as Function and select the Enabled box.
4.
(T) Condition Enter the following:

Field
5.
Value
Trigger Event
WHEN-NEW-FORM-INSTANCE
Processing Mode
Both
(T) Actions Enter the following:

Field
Seq
Value
1
Chapter
CLASSROOM
Personalize the window using Forms Personalization
Value
Type
Menu
Description
wf menu
Language
All
Enabled
Menu Entry
SPECIAL2:
Menu Label
Workflow Status
6.
Click (B) Validate
7.
Click (B) OK to acknowledge note.
8.
(I) Save
9.
Close the Personalizations form and return to the Quick Sales Orders window.
10. Close the Quick Sales Orders window and reopen it. Check if the Workflow Status menu
option is now available in the Tools menu.
11. Close the Quick Sales Orders window.
Chapter
CLASSROOM
Field
Chapter 2
Order Entities and Order Flows
Chapter
CLASSROOM
Order Entities and Order

Flows

Chapter
CLASSROOM
Chapter
CLASSROOM
Practice - Order to Cash Cycle with Standard Items

Overview
In this practice, you will learn how to create orders with a standard item. Please note that you
will be completing an order to cash cycle with a standard item using all the seeded data available
in the environment. Examples of seeded data are: Order Type, Customer, Price List, Item, etc.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Create an order to cash lifecycle
1.
Create an order.
2.
Save and book the order.
3.
Pick release the order.
4.
Ship confirm the order.
5.
Use AutoInvoice to create an invoice for the order.
Chapter
CLASSROOM
Assumptions
Solution Order to Cash Cycle with Standard Items

Create an Order
1.
(N) Orders, Returns > Sales Orders
2.
Create an order for Business World:
3.
Value
Customer
Business World (1608)
Order Type
Mixed (defaults)
Verify the following on the Main tab and Others tab (if the field is not visible on the
window, you can folder-enable it):
Field
Value
Operating Unit
Vision Operations
Shipping Method
DHL
Note: this may be under (T) Others
Warehouse
M1
Price List
Corporate
Ship To Location
Bill To Location
<Both should default depending on the

Customer Name/Number selection>
Chapter
CLASSROOM
Field
(T) Line Items enter Order Line Information:

Field
Value
Ordered Item
AS54888
Qty
5.
Save your work. The Status on the line should display as Entered.
6.
Click (B) Book Order to book the order. Note your Order Number ________.
Chapter
CLASSROOM
4.
Click (B) OK to acknowledge Note.

Note: Click (M) Tools > Workflow Status to see the status of the flow. Click (B) View
Diagram on the Workflow Status HTML page to see the order processes and activities. A
green box around the activity indicates that the activity is in progress. Close the Workflow
Status window to return to the Sales Orders window.
8.
Close the window.
Pick Release the Order

9.
(N) Shipping > Release Sales Orders > Release Sales Orders
10. In the (T) Order tab, the Orders field should show a value of Unreleased.
Enter your order number in the Order Number field.
The Customer and Order Type fields get populated based on the Order Number field
value.
Chapter
CLASSROOM
7.
Field
Value
Warehouse
M1
Auto Allocate
Yes
12. Click (T) Shipping, enter the following:

Chapter
CLASSROOM
11. Click (T) Inventory, enter the following:
Value
Autocreate Delivery
Yes
Auto Pick Confirm
Yes
Ship Confirm Rule
<Clear the field>
13. Click (B) Execute Now to pick release and pick confirm the order.
14. Click (B) OK to acknowledge Note.
Ship Confirmation
16. (N) Shipping > Transactions
17. The Query Manager window opens. Enter your order number in the fields From Order
Number and To Order Number. Select no value in the Line Status field.
18. Click (B) Find to find your order.
19. The Shipping Transactions window opens to display your order details with the statuses.
Chapter
CLASSROOM
Field
21. Click (B) Ship Confirm and accept defaults.
22. Click (B) OK

23. You will receive a message that the delivery was successfully confirmed. Click (B) OK and
close the Shipping Transactions window.
Verifying Status
24. Open the Sales Orders window to check the status of your order. (T) Line Items: the line
status should display as Shipped.
25. Click (M) Tools > Workflow Status to see the current status of your order. Click (B) View
Diagram to see the diagrammatic representation of the order flow. When a workflow activity
is enclosed in a green box, it implies that the activity is in progress.
Chapter
CLASSROOM
20. (T) Delivery
Viewing the Shipping Details from the Sales Orders window

26. Click (B) Actions > Additional Line Information to view the delivery and trip information
and status.
Additional Line Information
Interfacing to Receivables using the Workflow Background Process Concurrent

Program
Note: These steps may not be necessary if the Workflow Background program is already running
on a scheduled basis--27. From the Sales Orders window, navigate to (M) View > Requests.
Click (B) Submit a New Request
Select Single Request
Request Name: Workflow Background Process.
Enter the following as parameters in the Parameters window:

Chapter
CLASSROOM
Delivery Status: Closed

Picked Status: Shipped
Trip Status: Closed
Value
Item Type
OM Order Line
Process Deferred
Yes
Process Timeout
Yes
28. Click (B) OK to accept parameters

29. Click (B) Submit to process your request. You will get a request ID that you can track in the
Find Requests window. Click (B) No in the Decision pop-up.
Note: Click (B) Find to see your request processed. It should complete as Normal.
30. Return to the Sales Orders window. Query for your order by using the F11 key. Enter your
order number and use the Ctrl-F11 keys to get the query results. Though your order status
still displays as Booked, the line status should show up as Closed.
Chapter
CLASSROOM
Parameter

Run AutoInvoice
32. (N) Receivables > Interfaces > AutoInvoice
Click (B) OK to Submit a Single Request. The concurrent programs window opens to
enable you to run AutoInvoice.
Parameter
Value
Organization
All
Invoice Source
ORDER ENTRY
Date
<current date>
(Low) Sales Order Number
<Look for your Sales Order Number in the LOV and select it>
(High) Sales Order Number
<Look for your Sales Order Number in the LOV and select it>
34. Click (B) OK and return to the main window. Click (B) Submit to run AutoInvoice. You
will be given a request ID, which you can use to track the status of your request. It should
complete as normal.
Chapter
CLASSROOM
33. In the Name field select the AutoInvoice Master Program and enter the following parameters
in the parameters window:
Viewing your Invoice Details

35. (N) Orders, Returns > Order Organizer
36. Enter your order number and click (B) Find.
38. Click (B) Invoice Details to view the invoice autocreated from your order.
Chapter
CLASSROOM
37. When your order appears in the result list, click (B) Actions > Additional Order Information
> (T) Invoices / Credit Memos.
Chapter
CLASSROOM
39. Close all windows to return to the Navigator.
Guided Demonstration Order to Cash Cycle with PTO Kits

Create a PTO Configuration
2.
(N) Inventory > Items > Master Items
Select Organization: V1
Click (B) OK

Field
Value
Item
XX-PTO-SMC-MODEL
Note: replace XX with your unique identifier.
Description
XX PTO SMC Model
3.
(M) Tools > Copy From
4.
Template: PTO Model
5.
Click (B) Apply and (B) Done
Note: The Template will default the item attributes and statuses.
Chapter
CLASSROOM
1.
6.
(I) Save
7.
Enter the following elements of the PTO model to complete the PTO SMC Model
configuration:
Item Template
User Item Type
XX-PTO-SMC-MODEL
PTO Model
PTO
XX-PTO-Main-Option-Item
Finished Good
Finished Good
XX-PTO-Main-Included-Item
Finished Good
Finished Good
XX-PTO-Class-1
PTO Option Class
PTO Option Class
XX-PTO-Class1-Option-Item
Finished Good
Finished Good
XX-PTO-Class1-Included-Item
Finished Good
Finished Good
XX-PTO-Class-11
PTO Option Class
PTO Option Class
Finished Good
Finished Good
Finished Good
Finished Good
XX-PTO-Class-2
PTO Option Class
PTO Option Class
Finished Good
Finished Good
Finished Good
Finished Good
XX-PTO-Class-3
PTO Option Class
PTO Option Class
Finished Good
Finished Good
Finished Good
Finished Good
Note: Please check the Returnable flag in the Order Management tab in order to be able to
create returns for these items.
8.
Close the window.
Create Bills of Materials

9.
(N) Bills of Material > Bills > Bills
10. Create a bill of material for each container (Item Template = PTO Option Class) in the table
above.
11. Start with the sub-class or the lowest class in the hierarchy so that once it is created it can be
included in the top models or classes.
12. The field Item is the item name as well as the BOM name.
13. Ensure that the Item Seq is in the order you want the items included in the Bill of Material.
Enter all quantities as appropriate.
Chapter
CLASSROOM
Item
15. The Quantity (Minimum) should be less than or equal to the Quantity in the Main tab.
Chapter
CLASSROOM
14. Click (T) Order Management to enter if the item is optional for the bill or not. Usually
included items are not optional.
17. Use the (M) View > Requests option to view the completion of the Bill of Material.
18. Repeat the same steps for creating a Bill of Material in the following sequence (refer to the
table PTO SMC Model above):
XX-PTO-Class-1 with the Class1 option item and included item and Class 11
XX-PTO-Class-2 with the Class2 option item and included item
XX-PTO-Class-3 with the Class3 option item and included item
XX-PTO-Main-Option-Item and XX-PTO-Main-Included-Item
XX-PTO-SMC-Model
Enter Quantities for the Items

19. Use the Miscellaneous Receipts window to create quantities for the items. You need to enter
quantities only for finished goods.
(N) Inventory > Transactions > Miscellaneous Receipts
20. Select Miscellaneous Receipt from the Type LOV. Click (B) Transaction Lines to view the
Type LOV.
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16. Run the (M) Tools > Create Common Bill concurrent program. Select All Organizations
button so that the Bill of Material is available across all inventory organizations.
21. The Miscellaneous Receipt window opens so that you can specify the Subinventory,
Account and Quantity for the item. Enter the following:
Value
Item
<your item>
Subinventory
Stores
Account
Miscellaneous
Quantity
10
22. Save and exit once you have completed entering the quantity for the items.
23. Open the Sales Order window
24. Enter the following in the sales orders window:
Field
Value
Customer
Business World
Order Type
Mixed <defaults>
25. In the Order Lines region, enter the following:

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Field
Value
Ordered Item
XX-PTO-SMC-MODEL (your top model)
Qty
10
26. Click (B) Configurator and select the classes that should be a part of the PTO model. Use
the Select box to choose the classes. Please note that if you select XX-PTO-Class-1, then
XX-PTO-Class-11 is automatically included as it is a sub-class of XX-PTO-Class-1.
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Field
28. Click (B) Book Order to book the order.

29. Complete the rest of the order to cash cycle:
Pick Release
Ship Confirm
AutoInvoice
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27. Click (B) Finish. Configurator processes the classes that you have selected to display on the
sales order window. You will receive a message indicating that the Configurator processing
is in process. Once the processing is complete, the sales orders window shows the following
PTO Kit information:
Practice - Create a Drop Ship Order

Overview
Enter an order with a drop ship order line
Generate a purchase requisition first and then a purchase order from the sales order
Create a logical receipt for the quantity ordered
View the quantities received in the Drop Ship tab, thereby completing the Drop Ship
Order creation cycle
Tasks
1.
Enter a Sales Order Header for Business World (Customer Number: 1608).
2.
Enter a Drop Ship line for AS54888 with a quantity of 2 and book your sales order.
3.
Change responsibility to Purchasing Super User.
4.
Create a Requisition through the Requisition Import action.
5.
Autocreate a purchase order with the given requisition number.
6.
Receive the full quantity of the item against the purchase order.
7.
Verify that the quantity has been received in the Drop Ship tab of the Sales Orders window.
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In this practice you will learn how to create a Drop Ship Order. The line item will ship directly
from your supplier to your customers ship to address.
Solution - Create a Drop Ship Order

Enter Sales Order Header
1.
2.
(T) Order Information > (ST) Main, enter the following:

Value
Customer Name
Customer PO
XX-100 (e.g., JD-100)

All other fields
<Accept defaults>
Enter Drop Ship

3.
(T) Line Items > (ST) Main, enter the following:

Field
Value
Item
AS54888
Qty
(ST) Shipping, enter the following:

Field
Source Type
Value
External
Book Sales Order

4.
Click (B) Book Order.
5.
Note your Sales Order number: __________
Click (B) OK and close the window.
Create Purchase Requisition

6.
Select the Purchasing option in the Navigator.

(N) Purchasing > Reports > Run

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Field
Request Name: Workflow Background Process
Enter the following parameters:

Value
Item Type
OM Order Line
Process Deferred
Yes
Process Timeout
Yes
7.
Click (B) OK and (B) Submit.
8.
A Request ID will be generated. Note the Request ID: ______________.
9.
Select (M) View > Requests. Enter your request id and ensure that its Phase is Completed
before proceeding to the next step. Click (B) View Log to check if the request has been
successfully processed without any errors.
10. Click (B) Submit a New Request to run a second request:

Field
Value
Request: Name
Requisition Import
Parameter
Import Source: ORDER ENTRY

<Accept all other defaults.>
Note: Please use the Purchasing option / responsibilitys Reports > Run functionality and not
Order Managements.
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Parameter
12. A Request ID will be generated. Note the Request ID: ______________.

13. Select (M) View > Requests. Enter your Request ID and ensure that its Phase is Completed
before proceeding to the next step. Click (B) View Log to check if the request has been
successfully processed without any errors.
15. (N) Requisitions > Requisitions Summary. Enter the following information in the Find
Requisitions window:
(T) Related Documents: enter your Sales Order number
Click (B) Find so that your purchase requisition is displayed in the summary window.
Note the purchase requisition number _______________.

AutoCreate Purchase Order
17. (N) Purchasing > AutoCreate to open the Find Requisition Lines window.
18. Click (B) Clear
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11. Click (B) OK and click (B) Submit.
19. Enter the purchase requisition number from above and click (B) Find to display the
requisition.
21. Click (B) Automatic

22. Accept defaults and click (B) Create.
23. Enter the following in the Purchase Order window:
Field
Value
Supplier
Advanced Network Devices
Supplier Site
SANTA CLARA-ERS
24. Note your Purchase Order Number _____________.

25. Click (B) Approve to approve the purchase order when the Purchase Order window appears.
26. Please ensure the Submit for Approval check box is checked and click (B) OK.
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20. In the Autocreate Documents window, click on in the box with your requisition number.
Receive the full quantity of the item against the Purchase Order
28. (N) Purchasing > Receiving > Receipts
29. Click (B) Clear and enter the Purchase Order number noted above in the Find window.
30. Click (B) Find
31. Enter the following information in the Receipts Header and Receipts window:
Value/Selection
Receipt Header
~ New Receipt
Receipts
Quantity
Destination Type
Subinventory
2
Inventory
Drop Ship
32. Save your work and close the window.

Verifying the Order has been Drop Shipped
34. Enter the order number in the Find window and click (B) Find. Then click (B) Open Order.
35. Select (T) Line Items. Choose (B) Actions > Additional Line Information.
36. In (T) Drop Ship the Quantity Received will be 2. This completes the drop ship cycle.
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Field/Region
Guided Demonstration Creating Back to Back Orders

Create an Order for Business World
Field
2.
Value
Customer
Order Type
Mixed (defaults)
Verify the following on the Main and Others tab (if the field is not visible on the window,
you can folder tools to enable it):
Field
3.
Value
Price List
Corporate
Warehouse
M1
(T) Line Items, enter the following:

Field
Value
Ordered Item
AT23818
Qty
10
ATO
Verify checkbox is checked

Note: if ATO field is not visible, use the (M)
Folder > Show Field option to display
4.
Save your work. The Status on the line should display as Entered.
5.
Click (B) Book Order

Note: The Process Messages window may display with some warnings. Click (B) Continue.
Note: With your cursor at the line level, Click (M) Tools > Workflow Status to see the status
of the flow. Click (B) View Diagram on the Workflow Status HTML page to see the order
processes and activities. A green box around an activity indicates that the activity is in
progress. When you book the order, the line status is Create Supply Eligible.
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1.
Close the Workflow Status window.
7.
When you progress the order line [(B) Actions > Progress Order with cursor in Line region],
the line status is PO Requisition Requested.
8.
Click (B) OK
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6.
9.
Close the window.
Run Requisition Import

10. (N) Orders, Returns > Requisition Import
11. Enter the following parameters:
Value
Import Source
CTO
Group By
Item
Multiple Distributors
No
Initiate Approval after ReqImport
Yes
12. After the concurrent request is processed successfully, the Sales Orders line status shows
External Req Open.
Find the PO Requisition
13. (N) Purchasing > Requisitions > Requisition Summary
14. Clear all fields and enter CTO in the Import Source field and click (B) Find.
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Parameter

AutoCreate the Purchase Order
17. (N) Purchasing > AutoCreate
18. In the Find Requisitions window, click (B) Clear and enter the PO Requisition number you
created above.
19. In the AutoCreate Documents window that displays, verify the requisition details and click
(B) Automatic to create the purchase order.
20. Enter the following in the window:
Field
Value
Supplier
Consolidated Supplies
Source
DALLAS-ERS
21. Click (B) Create

Important: Note your PO Number _________
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15. The Approval Status should be Approved. Verify the line information corresponds to that in
the sales orders window.
23. Close all the windows to return to the Navigator.

24. (N) Purchasing > Receiving > Receipts
Select M1 Organization, if requested.
25. Click (B) Clear and enter the PO Number

26. Click (B) Find to open the Receipts window with the PO details
27. On the Receipts window in the Background select the (T) Lines and enter Stores as the
Subinventory value.
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22. Click (B) Approve and (B) OK
Note: If the value of the Subinventory field is blank, you can populate it by updating the
value of the Subinventory field in the Receiving Transactions window. (N) Purchasing >
Receiving > Receiving Transactions.
28. (I) Save
Note: The line status on the Sales Order is Awaiting Shipping.
30. (N) Inventory > Transactions > Material Transactions

31. Enter the following information:
Field
Value
Item
AT23818
Source Type
Purchase order
Source
<enter PO Number>
Action
Receipt into stores
Transaction Type
PO Receipt
Note: Check the on-hand quantity using the Availability button in the Quick Sales Orders
windowit should be 10.
Pick Release the Order
32. (N) Shipping > Release Sales Orders > Release Sales Orders
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Viewing Material Transactions
33. In the (T) Order tab, the Orders field should show a value of Unreleased.
Enter your order number in the Order Number field.
The Customer and Order Type fields get populated based on the Order Number field
value.
34. Click (T) Inventory, enter the following:

Value
Warehouse
M1
Auto Allocate
Yes
35. Click (T) Shipping, enter the following:

Field
Value
Autocreate Delivery
Yes
Auto Pick Confirm
Yes
Ship Confirm Rule
Clear the field
36. Click (B) Execute Now to pick release and pick confirm the order.
Ship Confirmation
38. (N) Shipping > Transactions
39. The Query Manager window opens. Enter your order number in the fields From Order
Number and To Order Number.
40. Click (B) Find to find your order - the Shipping Transactions window opens to display your
order details with the statuses.
41. Enter Shipped Qty: 10
42. (M) Tools > Serial Numbers select Serial Number String using Format EM5XX000 EM
5XX009
43. Click (B) Done
44. (I) Save
45. (T) Delivery > (B) Ship Confirm
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Field
47. You will get a message that the delivery was successfully confirmed. Click (B) OK and
close the Shipping Transactions window.
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46. Accept all other defaults. Click (B) OK.
Practice - Creating a Sales Agreement

Overview
Create a Sales Agreement
Create a release (sales order) against the Sales Agreement
Assumptions
Tasks
Create a Sales Agreement (SA)
1.
Business World (1608) has contacted you to place a long-term order for item AS54999.
They wish this to be supplied every week in quantities of 15 for a period of 30 weeks.
2.
Create a Sales Agreement for Business World that incorporates all the conditions for a longterm order.
Create a Release against the Sales Agreement

3.
Create one or more sales orders that refer to the Sales Agreement and track the Released
Amount.
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In this practice, you will learn how to create a Sales Agreement and also how to create releases
against this Sales Agreement. In this practice, the Sales Agreement creation begins in the
Negotiation Phase and the Negotiation Flow selected does not include an approval step.
Solution Creating a Sales Agreement

Sales Agreement Creation
1.
(N) Sales Agreement > Sales Agreements
2.
(T) Main, enter the following information:
3.
Value
Customer
Sales Agreement Type
BSA without Approval
Sales Agreement Name
XX-Blanket
Activation Date
<accept todays date>
Expiration Date
<enter the date 12 months from today>
(T) Pricing in the header block, enter the following information:
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Field
Value
New Price List
XX - Corporate
Enforce Price List
4.
(I) Save
5.
Click (B) Price List Setup > (T) List Lines, find AS18947
6.
Modify Value for AS18947 to 1500.
7.
Click (I) Save and close the Price Lists window to return to the Sales Agreement window.
8.
(T) Fulfillment in the Upper Region, enter the following information:

Field
9.
Value
Min Amount Agreed
1000
Max Amount Agreed
3000000
In the lines (lower) region and (T) Main, enter:

Field
Value
Item Context
Internal Item Number
Item
AS18947
UOM
Ea
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Field
10. (T) Accounting for both the header and line regions, enter
Value
Currency
USD (verify value)
Payment Term
30 NET
11. (T) Fulfillment of the lower region, enter the following information:
Field
Value
Min Release Amount
1000
Max Release Amount
100000
Min Release Quantity
15
Max Release Quantity
30
12. (I) Save and take note of the Status of the Sales Agreement Draft.
13. Click (B) Actions > Submit Draft to change the status to Pending Customer Acceptance.
14. (B) Continue
15. (T) Acceptance > (B) Customer Accepted to change the Status to Active. Now you can use
the Sales Agreement in an order release.
16. Note the Sales Agreement Number __________. Save your work and close the window.
Create Release against SA
17. (N) Sales Agreement > Sales Agreement Organizer
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Field
18. Enter the Agreement Number you noted above and then click (B) Find to view a Summary
of your Sales Agreement.
19. Click (B) Create Releases to create a sales order against the Sales Agreement.
Sales Orders window will open and default most of the information relevant to the Sales
Agreement.
Note: Alternatively, you can create a new sales order using the (N) Orders, Returns > Sales
Orders option and refer to the Sales Agreement in the order header.
21. (I) Save. Close the window and return to the Sales Agreement Organizer.
22. Click (B) Open Agreement
23. (T) Fulfillment in the upper block, you will see the release (sales order) amount in the
Summary section in the field Released Amount.
Note: The Sales Agreement is constantly updated to reflect the latest Released Amount with
each order created against it.
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20. Enter a line item: enter AS18947 with a quantity of 15.
Practice - Order to Cash Cycle with Customer Acceptance
Tasks
1.
Verify Customer Fulfillment Acceptance is enabled.
2.
Create a Contingency Rule for Pre-Billing Implicit Acceptance.
3.
Use Pre-Billing Implicit Customer Acceptance.
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Assumptions
Solution - Order to Cash Cycle with Customer Acceptance

1.
(N) Setup > System Parameters > Define
2.
Query System Parameter Code: ENABLE_FULFILLMENT_ACCEPTANCE

and verify the Enabled check box is selected.
3.
Click (B) Cancel to close the window
Create a Contingency Rule for Pre-Billing Implicit Acceptance

4.
Switch responsibility to Revenue Management Super User, Vision Operations (USA).

Note: Contingency rules are terms and conditions that prevent immediate revenue
recognition such as delivery, acceptance, government regulations, customer credit
worthiness etc.
5.
(N) Revenue Contingencies > Contingencies Definition
6.
Click (B) Create Revenue Contingency and create a rule using the following values:
Field/Region
Deferral Reason
Value
XX-CA-PREBILL-IMPLICIT
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Verify Customer Fulfillment Acceptance is Enabled
Value
Start Date
<SysDate defaults>
Related General Policy
~ None
Contingency Removal Event

Removal Event
Invoicing
Optional Time Attributes

Event Attributes
Days Added to Event Attribute
Ship Confirm Date

5 (Note: this number represents the number of
days the Revenue Contingency rule will wait
before allowing the workflow to execute the
Revenue Recognition event.)
7.
Click (B) Apply to return to the main page.
8.
Click (B) Define Assignment Rules
9.
(T) Rules List > (B) Create Rule, enter the following information:
Field/Region
Rule Name
Value
XX-CA-PREBILL-IMPLICIT-RULE
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Field/Region
Field/Region
Value
Result: Revenue Contingency Name

and Description
XX-CA-PREBILL-IMPLICIT
Criteria
~ Match All Criteria
Parameter
Bill-To Customer
Condition
In
11. Click (B) Apply

12. Click (B) Save and close the window.
Using Pre-Billing Implicit Customer Acceptance
13. Switch responsibility to Order Management Super User, Vision Operations USA
14. (N) Orders, Returns > Sales Orders
15. Enter Order Type: Mixed and click on (T) Line Items
16. Select (M) Folder > Show Field and add the following Customer Acceptance-related fields
to the sales orders line in the Others tab:
Fields to Add
Acceptance Name (this is known as Deferral Reason in Revenue
Management responsibility)
Acceptance Date
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10. Click (B) Add Values: select Business World (Account 1608)
Fields to Add
Acceptance Expire Event
Acceptance Expire Days
Acceptance Type
Accepted By
Accepted Qty
17. Select (M) Folder > Save As and save folder with name of: XX-Line-Cust-Accept, also
selecting the Open as Default checkbox.
18. Click (B) OK.
19. Return to the Sales Order header and enter the following values:
Field
Value
Customer Name
Order Type
Mixed (defaults)
20. (T) Line Items, enter the following:

Field
Value
Ordered Item
AS54888
Qty
21. Save and note the Sales Order#: ___________
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Acceptance Description
The concurrent request set Implicit Acceptance Request will run to record implicit
acceptance and update the fields above.
22. View default acceptance details in (T) Others.
23. Click (B) Book Order to book the order.
24. Pick Release the order
(N) Shipping > Release Sales Orders > Release Sales Orders
(N) Shipping > Transactions
26. Run report: Workflow Background Engine using Parameter Item Type OM Order Line to
progress order line, which will set line status to: Pending pre-bill acceptance.
27. Perform Customer Acceptance: query Sales Order number from above and click (B) Action
> Fulfillment Acceptance
28. Select the checkbox next to the Sales Order line; choose Order Lines Action: Accept and
click (B) Go
29. Under the Process Acceptance fields region, record any additional fields, i.e Acceptance
Comments or Acceptance Customer Signature
30. Click (B) Submit
31. Acknowledge the confirmation screen and close the window to return to the Sales Order.
32. Workflow activity will now automatically execute the AutoInvoice process for the order
line. View request to ensure that the process has completed normally, then re-query Sales
Order to verify that line status has been updated to Closed.
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25. Ship Confirm the order
Practice - Create an Internal Sales Order

Overview
Enter an Internal Requisition
Record your Requisition number
Approve Internal Requisition
Create an Internal Sales Order
Import Internal Order
Record your Sales Order Number for Boston
View Additional Line Information
Tasks
1.
Create an Internal Requisition
2.
Create an Internal Sales Order
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In this practice you will learn how to create an Internal Requisition that will generate an Internal
Sales Order.
Solution - Create an Internal Sales Order

Create an Internal Requisition
1.
(N) Purchasing > Requisitions > Requisitions
2.
Enter the following in the header region:
3.
Value
Type
Internal Requisition
Description
<Enter a description>
(T) Lines, enter the following:

Field
Value
Item
CM13139
Qty
5
Note: you may need to scroll to the right.
Need By
<current date + 5 days>
Destination Organization
Seattle Manufacturing
Location
M1- Seattle Mfg
(Source) Organization
Boston Manufacturing
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Field
Save your requisition and note the Internal Requisition number: _________________.
5.
Click (B) Approve
6.
The Approve Document window will enable you to approve the document, please ensure
that the Submit for Approval check box is checked and then click (B) OK.
Create the Internal Sales Order

7.
(N) Purchasing > Reports > Run
Request name: Create Internal Orders
If the Parameters window appears, enter Internal as the Order Source and then click (B)
OK to return to the Submit Request window.
8.
Click (B) Submit

Note your Concurrent Request ID: ____________.
View Concurrent Requests

9.
(M) View > Requests. Select the option Specific Requests and enter the Request ID that you
noted in the previous step.
10. Click (B) Find

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4.
11. Check if your concurrent request has completed normally. If it has completed, close the
window.
Run Order Import
12. (N) Orders, Returns > Import Order > Order Import Request
13. Verify Request Name, Order Import, is displayed. If not, select Order Import from the list of
values.
Parameter
Value
Order Source
Internal
Order Reference
<enter your requisition number>
15. Click (B) OK

16. Click (B) Submit
Note your concurrent Request ID: _____________
View Concurrent Request
17. (M) View > Requests. Select the option Specific Request and enter Request ID noted in
above step and click (B) Find.
18. Validate the status of your concurrent request.
It is possible that two concurrent requests will be displayed (if you do not use the Find
Specific Request option) and that one is a parent of the other.
Find the Sales Order Converted from a Purchasing Requisition
20. Enter your requisition number previously noted.
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14. Enter the following request parameters:
Note: The Search Results window displays the order. Click (B) Open to open the order in
the Sales Order window. Observe the customer name, the ship to address and that the order
is imported as Booked.
22. Click (T) Others in the header region to see the source information. If the Order Source and
Order Source Reference fields do not appear, use the folder functionality to display them in
the header region.
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21. Click (B) Find
24. Click (B) Actions > Additional Line Information. This shows the item source and
destination.

26. Your Instructor will discuss and demo the next steps required to complete the transaction.
Question: What do you think has to happen????
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23. (T) Lines > (ST) Shipping to view the source of the item.

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Chapter 3
Multiple Organization Access Control Setup
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Multiple Organization Access

Control Setup

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Chapter
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Guided Demonstration - Multi-Org Access Control (MOAC)

Overview
Multi-Org Access Control (MOAC)
Features of MOAC
Access multiple operating units within a single application responsibility
Perform tasks for and across multiple operating units:

Set-up controls, Negotiate sales agreements
Enter quotes, orders and returns
Schedule orders, Apply and Release holds
Run reports and concurrent programs
Increase effectiveness of Shared Service Centers
Benefits
Improve accessibility
Increase information for decision making
Reduce costs
Global Security Profiles (Optional)

Global Security Profiles
You can create global security profiles that enable users to work on organizations in multiple
business groups.
You do this by setting up a global hierarchy, which can contain organizations from any business
group on your database, and associating it with a global security profile. This enables you to
create a security hierarchy that gives users access to organizations across business groups.
Setup for R12
Three security profiles were created for Vision R12:
MOAC Worldwide
MOAC America
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Multi-Org Access Control enables companies that have implemented a Shared Services
operating model to efficiently process business transactions by allowing them to access, process
and report on data for an unlimited number of operating units within a single applications
responsibility.
MOAC Europe
Optional
This optional step of the demo is here in case you want to show how you allow access to an
Operating Unit and how you add others. In this example we add Vision France to an existing
profile.
Tasks
Login: Operations
Responsibility: Human Resources, Vision Enterprises
(N) Security > Global Profile
1.
Query Global Security Profile Name: MOAC Worldwide
2.
Add Organization Name: Vision France
3.
Click (I) Save
Run Security List Maintenance Concurrent Request

4.
(N) Processes and Reports > Submit Processes and Reports

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Add Vision France to MOAC Worldwide
5.
Click (B) OK
6.
Click (B) Submit
7.
Click (B) No
8.
Logout of the applications
~ Single Request
Select Name: Security List Maintenance
Enter the following Parameters:
Generate lists for: One Named Security Profile
Security Profile: MOAC Worldwide
Enter Orders for Multiple Organizations

Enter and Schedule Orders Across OUs
A new Operating Unit field has been added to all the forms allowing you to view and manage
Sales Agreements, Quotes, Orders and Returns across multiple Operating Units. With R12 you
can:
Choose an Operating Unit when entering a transaction
Query transactions across multiple Operating Units
Perform various actions on transactions from multiple Operating Units
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Setup for R12

The new security profiles (already shown) were assigned to the new responsibilities for Vision
R12 and assigned to existing users.
New Responsibility: Order Management Super User, Shared Services (Multi-Org)
Set Profile: MO Security Profile to "MOAC Worldwide"
Added to Users: OMALL and MFG
To show this functionality we will enter several orders for different OU's from a single
responsibility. Then, using the Order Organizer, we will update these orders from a single screen
to show how these programs now operate across OU's.
Tasks
Create Orders
Login: MFG
Responsibility: Order Management Super User, Shared Services (Multi-Org)
(N) Orders, Returns > Quick Sales Orders
9.
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Flow
Note: Click (I) Save, following each order

Order #1
Order #2
Order #3
Operating Unit
Vision Germany
Vision France
Vision Operations
Cust Name / #
1608
1006
1608
Item 1.1
AS18947
AS18947
AS18947
Quantity
10
10
10
Request Date
10 days from Today
16 days from Today
20 days from Today
Item 2.1
AS18947
Quantity
10
Request Date
20 days from Today
10. Close the Quick Sales Order Form

Schedule Orders
12. Click (T) Scheduling
Enter range of request dates used for the orders entered earlier (e.g., from today to
20 days from today)
Click (B) Find
Note: All orders are displayed for the date range. The Operating Unit field is new for R12
and you can view orders across all the OUs.
13. Select the Vision Germany order with a quantity of 10
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Field Name
14. Click (B) Split to perform the split

15. Select the Vision France and Vision Germany lines
Ctrl+Left Mouse Button
Select Vision France and Vision Germany orders
16. Click (B) Schedule to schedule the selected lines

17. Select all lines
Place cursor in first line
Press [Shift] key
Click last line
Verify all lines are selected
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Click (B) Split

Perform a 6/4 split by entering in the values for the split.
Qty: 6
Qty: 4 with Request Date + 2 days
Note: All orders are now reserved

19. Close the Form
Run the Orders Summary Report
20. (N) Reports > Requests
Single Request
Select Orders Summary Report
Operating Unit: Vision Germany
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CLASSROOM
18. Click (B) Reserve
21. Click (B) OK

22. Click (B) No
Note: Reports and Concurrent Requests now have the Operating Unit as a new field. You
can run reports for multiple Operating Units one Operating Unit at a time, without
switching Application Responsibilities.
Chapter
CLASSROOM

Chapter
CLASSROOM
Chapter 4
Oracle Inventory Setup for Oracle Order Management
Chapter
CLASSROOM
Oracle Inventory Setup for

Oracle Order Management

Chapter
CLASSROOM
Chapter
CLASSROOM
Practice - Creating Subinventories

Overview
In this practice you will learn how to create two subinventories.
You are skilled in Oracle navigation.
Responsibility > Inventory, Vision Operations USA
Tasks
If necessary, change your Organization to Seattle (M1).
Create four subinventories for your team. Create one subinventory for your finished goods (FGI)
stock, a Main Stores (MAIN) subinventory, a Raw Materials (RM) subinventory, and Low Value
(LV) items subinventory. Your Low Value subinventory must be a non-tracked subinventory.
Use the following naming convention to differentiate your team from other teams (XXFGI)
where the pound sign represents your team number.
After completing the lab, answer the following questions.
1.
In which organization are your new subinventories?
2.
Determine if XXFGI exists in M2- Boston Manufacturing and why.
Chapter
CLASSROOM
Assumptions
Solution - Creating Subinventories

Responsibility: Inventory, Vision Operations USA
Creating Subinventories
Change Organization to M1 Seattle.
(N) Change Organization
Select M1 Seattle Manufacturing
Click (B) OK
2.
(N) Setup > Organizations > Subinventories
3.
Click (B) New, enter the following (for all other fields, accept defaults):
Field
Value
Name
XXFGI
Description
XX Finished Goods Inventory
Status
Active
Type
Storage
Locator Control
Item Level
Chapter
CLASSROOM
1.
(M) File > Save
5.
(M) File > New

Field
Value
Name
XXMain
Description
XX Main Stores
Status
Active
Type
Storage
Locator Control
Dynamic entry
6.
(M) File > Save
7.
(M) File > New

Field
Value
Name
XXRM
Description
XX Raw Materials
Status
Active
Chapter
CLASSROOM
4.
Field
Value
Type
Storage
Locator Control
None
(M) File > Save
9.
(M) File > New

Field
Value
Name
XXLV
Description
XX Low Value Inventory
Status
Unserviceable : Not Available for

Netting, ATP and Reservations
Type
Storage
Locator Control
None
Quantity Tracked
Deselected
10. Save and close the window.

Chapter
CLASSROOM
8.
11. In which organization are your new subinventories?

M1 Seattle Manufacturing
Verifying Subinventories
12. Does a subinventory called XXFGI exist in M2 Boston Manufacturing?
No, you created your subinventories in M1 Seattle Manufacturing.
13. (N) Change Organization
Select M2 Boston Manufacturing
14. (N) Setup > Organizations > Subinventories

15. (M) View > Find
16. Click (B) Cancel and close the window.
Chapter
CLASSROOM
Practice - Defining Units of Measure

Overview
Defining Unit of Measure Classes
Defining Units of Measure
Setting up Unit of Measure Conversions
Assumptions
You are skilled in Oracle Navigation
Tasks
1.
2.
Define unit of measure class:
Define the unit of measure class, Quantity Class with the base unit of measure Each.
Use your unique identifier (XX) to identify your unit of measure class.
Define unit of measure:
3.
Define the following units of measure for your class. Use your unique (XX) to uniquely
identify your units of measure.
Dozen
Gross
Case
Set up UOM conversions:
Set up Standard conversion for your units of measure.
Use your unique identifier to identify your class from the other teams in the classroom.
Note: A Gross = 144 each, and a case = 24 each.
Chapter
CLASSROOM
In this lab you will be doing the following:
Solution Defining Units of Measure

Responsibility: Inventory, Vision Operations (USA)
Defining Unit of Measure Classes
1.
(N) Setup > Units of Measure > Classes
2.
(M) File > New

Field
3.
Value
Name
XX-QTY
Description
XX-Quantity Class
Base Unit
XX-Each
UOM (abbreviation)
XXE
(M) File > Save
Defining Units of Measure

4.
Click (B) Units of Measure
5.
(M) File > New

Chapter
CLASSROOM
Note: The application prompts you to select an organization if it is a first-time access to the
database. Select M1 Seattle Manufacturing from the list of values.
6.
Enter the units of measure information according to the following table:

Name
UOM
Description
XX-Dozen
XXD
XX Dozen UOM
XX-Gross
XXG
XX Gross UOM
XX-Case
XXC
XX Case UOM
7.
Save and close the window.
Setting up Unit of Measure Conversions

8.
(N) Setup > Units of Measure > Conversions
9.
(M) File > New
10. Enter the unit of measure conversion information according to the following table:
Unit
Class
Conversion
Base Unit
XX-Dozen
XX-Qty
12
XX-Each
XX-Gross
XX-Qty
144
XX-Each
XX-Case
XX-Qty
24
XX-Each
Note: Select (M) File > New between each new unit of measure conversion.
Note: Verify you are creating a standard unit of measure conversion.
Chapter
CLASSROOM
Note: Select (M) File > New between each new unit of measure.
Chapter
CLASSROOM
Practice - Defining Items

Overview
In this practice you will learn how to define items, assign item attributes, and enabled items in
organizations.
You are skilled in Oracle navigation.
Responsibility: Inventory, Vision Operations (USA).
Tasks
Create Items
Use the finished goods template to create four items.
XX-Pager
XX-Palm Pilot
XX-Phone
XX-Phone Card
Note: Use the following naming convention for your items where XX represents either your
initials or the number assigned to you by your instructor. Be sure to enable your items in M1
Seattle and M2 Boston.
Processing Miscellaneous Receipt Transactions
Use the Miscellaneous Transactions window to receive the material in to inventory.
Chapter
CLASSROOM
Assumptions
Solution - Defining Items

Responsibility: Inventory, Vision Operations (USA)
Create Items
1.
(N) Items > Master Items
2.
Create a no inventory controls item:

Value
Name
XX-Pager
Description
XX-Pager
3.
(M) Tools > Copy From
4.
Template: Finished Good
5.
(B) Apply
(B) Done
(T) Purchasing
List Price: 7
Chapter
CLASSROOM
Field
6.
(M) File > Save
7.
(M) Tools > Organization Assignment
8.
Assign the item to the following inventory organizations:
9.
Name
Assigned
M1
Checked
M2
Boston Manufacturing
Checked
(M) File > Save
10. Repeat steps 2-9 to create the following items: XX-Palm Pilot, XX-Phone, and XX-Phone
Card.
11. When you are finished creating the items, save your work and close the window.
Processing Miscellaneous Receipt Transactions
You can use the miscellaneous receipt window to receive material in to inventory.
12. (N) Transactions > Miscellaneous Transaction
Note: If the organization window appears, select M1-Seattle Manufacturing. Ensure that you
are in M1 (Seattle) organization when you enter the Miscellaneous Receipt. If you still see
organization V1, (N) Change Organization and select M1-Seattle Manufacturing from the
list of values and click (B) OK.
13. Enter the following values:
Field
Value
Date
<defaults to current date>
Type
Miscellaneous receipt
Account
01-580-7740-0000-000
Note: or you could select Miscellaneous
from the Account Aliases (LOV)
Chapter
CLASSROOM
Org
Item
Subinventory
UOM
Quantity
XX-Pager
FGI
Ea
10000
XX-Palm Pilot
FGI
Ea
10000
XX-Phone
FGI
Ea
10000
XX-Phone Card
FGI
Ea
10000
Chapter
CLASSROOM
14. Click (B) Transaction Lines, enter the following information:
Guided Demonstration Creating an ATP Rule

Responsibility: Inventory, Vision Operations USA
1.
(N) Setup > Rules > Available to Promise
2.

Value
Name
ATP_Backward
Description
ATP Backward Consumption
Backward
Past Due Days Demand
10
Infinite Supply
User-defined time fence
Aggregate Order
Promising Time Fence
User Defined
3.
Select the following Demand Sources:

Sales Orders
Internal Orders
Discrete WIP
Repetitive WIP
4.
Select the following Supply Sources:

Discrete WIP
Repetitive WIP
Internal Reqs
Supplier Reqs
Purchase Orders
On-hand Available
Interorg Transfers
5.
Save and close the Form.
Chapter
CLASSROOM
Field

Chapter
CLASSROOM
Chapter 5
Oracle Receivables Setup for Oracle Order Management
Chapter
CLASSROOM
Oracle Receivables Setup for


Chapter
CLASSROOM
Chapter
CLASSROOM
Practice - Creating a Customer

Overview
In this practice you will learn how to create a customer in Oracle Order Management
Tasks
Define a new customer named XX-Big City with two sites:
Bill to address: 102 N. LaSalle, Cook County, Chicago, Illinois, 60610
Ship To: 487 Beverly, San Mateo County, Palo Alto, California, 94301
Chapter
CLASSROOM
Assumptions
Solution Creating a Customer

1.
(N) Customers > Standard
2.
Click (B) Create, enter the following (accept defaults or leave fields blank, unless otherwise
specified):
Field
3.
Value
Organization Name
XX-Big City Electronics
Account Description
Enter a description for your customer.
Profile Class
DEFAULT <defaults>
Account Type
External <defaults>
In the Account Site Address region, enter the following (accept defaults or leave fields
blank, unless otherwise specified):
Field
Country
Value
United States
Chapter
CLASSROOM
Create a Customer
Value
Address Line 1
102 N. LaSalle
City
Chicago
County
Cook
State
IL
Postal Code
60610
4.
In the Business Purpose region, set Purpose to Bill To. Enter Location name and check the
Primary check box.
5.
Click (B) Apply
6.
Click (B) Create Site
7.
Click (B) Create Address, enter the following (accept defaults or leave fields blank, unless
otherwise specified):
Field
Value
Address Line 1
487 Beverly
City
Palo Alto
County
San Mateo
State
CA
Chapter
CLASSROOM
Field
Field
94301
8.
In the Business Purpose region, set Purpose to Ship To and the check the Primary check
box. You can add the Location Name to the Bill To Location field if you want to associate
these two addresses.
9.
Click (B) Finish
Chapter
CLASSROOM
Postal Code
Value
Practice - Defining a Territory

Overview
In this practice you will learn how to define a territory in Oracle Order Management
Tasks
Define a territory named XX-Territory within the Asia Pacific area.
Chapter
CLASSROOM
Assumptions
Solution - Defining a Territory

Responsibility: Order Management Super User, Vision Operations (USA) Responsibility
Define a Territory
1.
(N) Receivables > Setup > Transactions > Territories
2.
Enter the following to create a territory:
3.
Value
Name
XX-Territory
Description
Territory for XX
Flexfield (LOV)
Area: APAC
Country: <select one of your choice>
Region: <select one of your choice>
Active
Checked
Effective Dates Start
<todays date defaults>
End
<Leave blank>
Chapter
CLASSROOM
Field
Guided Demonstration Creating a Salesperson

1.
(N) Setup > Sales > Salespersons
2.
Find an Employee within the Find Resources window:

Resource region, enter the following in the Name field: Adams, Mr. Brian
3.
Click (B) Find to display Resource Search Results
4.
Click (B) Resource Details
5.
(T) Receivables, enter the following:

Field
Value
Salesperson Number
2118
Sales Credit Type
Quota Sales Credit
Start Date
<todays date defaults>
End Date
<1 year from today>
Chapter
CLASSROOM
6.
Save and close the window
Chapter
CLASSROOM
Practice - Defining Credit Check and Hold

Overview
In this practice you will learn how to create a credit check rule in Oracle Order Management
Tasks
1.
Create a credit check rule named XX-CreditCheck-Rule.
Credit Check Level: Sales Order
Credit Hold Level: Sales Order
Conversion Type: Corporate
2.
Enable Credit Check and Credit Hold for your customer.
3.
Suspend the customers credit.
Chapter
CLASSROOM
Assumptions
Solution Defining Credit Check and Hold

Create Credit Check Rule
1.
(N) Setup > Credit > Define Credit Check Rules
2.
3.
Value
Rule
XX-CreditCheck-Rule
Credit Check Level
Sales order <defaults>
Credit Hold Level
Sales order <defaults>
Conversion Type
Corporate (LOV)
(T) Exposure, enable the following fields:

Use Pre-Calculated Exposure
Include Uninvoiced Orders
Include Freight and Special Charges
Include Tax
Include Orders Currently On Hold
Include Returns
Chapter
CLASSROOM
Field
4.
Define Credit Check and Hold

(N) Receivables > Customers > Customers
Enter your customer name in the Name field.
Click (B) Go
6.
Click your company name in the Name column.
7.
(T) Accounts, click the View Details icon in the Details column.
8.
Click (B) Account Profile
9.
Credit Check Checked
Credit Hold Leave Unchecked
Click (B) Apply
10. Click (B) Save

Chapter
CLASSROOM
5.
Chapter 6
Oracle Order Management Setup Steps
Chapter
CLASSROOM

Setup Steps

Chapter
CLASSROOM
Chapter
CLASSROOM
Practice - Setting up Transaction Types

Overview
Create a line transaction type for the order lines
Create an order transaction type for the order header
Assign line flows
Create a document sequence
Assign the document sequence to the order type
Assumptions
Tasks
1.
Create a line transaction type named XX-StandardLine for the order lines.
2.
Create an order transaction type named XX-StandardOrder for the order header.
3.
Assign line flows to the XX-StandardOrder transaction type.
4.
Create a document sequence named XX-DocSeq for StandardOrder.
5.
Assign XX-DocSeq to the transaction type XX-StandardOrder.
6.
Create a Sales Order using the new transaction type.
Chapter
CLASSROOM
In this practice, you will learn how to set up a transaction type with associated line type and
assign the workflow process.
Solution Setting Up Transaction Types

Responsibility: Oracle Management Super User, Vision Operations (USA)
Creating a Line Transaction Type
1.
(N) Setup > Transaction Types > Define
2.
Create a new transaction type by entering the following information:
3.
Value
Operating Unit
Vision Operations
Transaction Type
XX-StandardLine
Description
XX Standard Line Transaction Type
Sales Document Type
Sales Order
Order Category
Order
Transaction Type Code
LINE
Effective Dates From
<Todays date>
(I) Save
Creating an Order Transaction Type for the Order Header

4.
(I) New. Create the order header transaction type with the following:
Field
Value
Operating Unit
Vision Operations
Transaction Type
XX-StandardOrder
Description
XX Standard Order Transaction Type
Chapter
CLASSROOM
Field
Value
Sales Document Type
Sales Order
Order Category
Mixed
Transaction Type Code
ORDER
Fulfillment Flow
Order Flow Generic

Note: Selecting a fulfillment flow assigns the
workflow to the order header when the sales order is
created. This enables you to save the sales order.
Effective Dates From
<Todays date>
5.
(T) Main, enter the following:

Default Order Line Type = XX-StandardLine
6.
(T) Shipping, enter the following:

Field
Value
Shipping Method
DHL
Freight Terms
Prepaid
Chapter
CLASSROOM
Field
(T) Finance, enter the following:

Field
Value
Accounting Rule
Immediate
Invoice Source
Manual
Currency
USD
8.
(I) Save
9.
Click (B) Assign Line Flows, enter the following information:

Field
Value
Line Type
XX-StandardLine
Process Name
Line Flow Generic
Start Date
<Todays date>
Chapter
CLASSROOM
7.
Creating a Document Sequence and Assigning It to the Transaction Type

Now you will create a document sequence for the transaction type and then assign the document
sequence to the transaction type.
11. (N) Setup > Documents > Define
12. Enter the following information in the window:
Field
Value
Name
XX-DocSeq
Application
Order Management
Effective From
<Todays date - defaults>
Type
Automatic <defaults>
Initial Value
1 <defaults>

14. (N) Setup > Documents > Assign
15. (T) Document, enter the following information:
Chapter
CLASSROOM
10. Click (B) OK and exit the Transaction Types window.
Value
Application
Order Management
Category
XX-StandardOrder
Ledger
Vision Operations (USA)
Method
Automatic
16. (T) Assignment, enter the following information:

Field
Value
Start Date
<Todays date>
Sequence
XX-DocSeq

Create a Sales Order
18. Enter a sales order with the Order Type = XX-StandardOrder. The order number will be 1
and the line type will be defaulted to XX-StandardLine.
Chapter
CLASSROOM
Field

Chapter
CLASSROOM
Guided Demonstration Creating and Booking a Sales Order,

Viewing Workflow Status
1.
(N) Order Management > Sales Orders
2.
(T) Order Information > (ST) Main, enter 1608 in the Customer Number field and [TAB] to
populate the other fields
3.

Field
Value
Ordered Item
AS54888
Qty
4.
Save your order.
5.

A Note window is displayed informing you that the order has been booked.
6.
Click (B) OK
Note your sales order number _____________
View the Workflow

7.
(M) Tools > Workflow Status
Chapter
CLASSROOM
Create and Book a Sales Order
Scroll down the page to show the activities associated with this workflow.
9.
Within the Search region, disable some of the Activity Types and Activity Status criteria.
10. Click (B) Go

11. Identify the changes in the Activities region from your customized search.
12. Click (B) View Diagram
Chapter
CLASSROOM
8.
13. Select each of the following tabs to view the corresponding information:
Definition
Usage
Status
Notification
14. Using the left menu, click Participant Responses.
Point out that there arent any Participant Responses, since there werent any notifications
sent which required a response.
16. Using the left menu, click Workflow Details.

17. Observe: the Workflow Definition provides the details of the Workflow Item Type setup and
the Workflow Attributes displays the variables which have been set for this process.
Chapter
CLASSROOM
15. Identify the Search region and each of the search criteria.
Guided Demonstration - Setting Up a Processing Constraint

In this demonstration, you will learn how to set up a processing constraint that prevents a sales
order header from being updated when the order is booked or when there are order lines created.

Setting Up a Processing Constraint
1.
(N) Setup > Rules > Security > Processing Constraints
2.
Query in the header region:

Field
3.
Value
Application
Order Management
Entity
Order Header
Create a new line on the Constraints region:

Field
4.
Value
Operation
Update
Attribute
Order Type
User Action
Not Allowed
Note: This means the constrained
operation cannot be performed.
System Changes
<Leave blank>
User Changes
<Leave blank>
Enabled
(T) Conditions, create a new line:

Field
Value
Group #
101
Scope
Any
Validation Entity
Order Header
Record Set
Order
Chapter
CLASSROOM
Processing constraints control who can change what and when they can change it. Processing
constraints can prevent certain changes, but also can perform actions based on those changes
such as requiring a reason for the change, triggering an action in Audit Trail or Versioning, or
raising an Integration Event.
5.
Value
Note: The record set corresponds to the entities to which the
constraints process should apply the condition. For example, if
you enter the order line record set Line, the condition is
evaluated against the order line in question. If you enter the order
line record set Order, the condition is evaluated against any or all
(depending on the scope) lines of the order in question.
Not
<Leave unchecked>
Validation Template
Booked
Enabled
User Message
The order is booked.
(T) Conditions, create a second line:

Field
6.
Value
Group #
102
Scope
Any
Validation Entity
Order Header
Record Set
Order
Not
<Leave unchecked>
Validation Template
Lines Exist
Enabled
Usage Message
The order has lines.
Applying the Processing Constraint to a Sales Order (Constraint Based on

Booked Orders)
7.
8.
Enter the sales order header using the following information (all remaining information
defaults):
Field
9.
Value
Customer
Business World
Order Type
Order Only
(T) Line Items, enter the following line items:

Ordered Item
Quantity
Chapter
CLASSROOM
Field
Ordered Item
Quantity
XX-Phone
XX-Palm Pilot
10. Save the sales order.

11. Book the order.
13. Save your work.

Note: If the processing constraint condition has been applied successfully, a Message box
alerts you that you cannot update the Order Type because the order is in Booked status.
Applying the Processing Constraint to a Sales Order (Constraint Based on
Existing Lines)
15. Enter the sales order header using the following information (all remaining information
defaults):
Field
Value
Customer
Business World
Order Type
Order Only
16. (T) Line Items, enter the following line items:

Ordered Item
XX-Phone
Quantity
2
17. Save your work.

18. (T) Order Information > (ST) Main, change the order type:
Order Type = Bill Only
19. Save your work.
Note: You should not be able to save your changes because the second processing constraint
condition does not allow you to update the Order Type for orders with existing order lines.
Chapter
CLASSROOM
12. (T) Order Information > (ST) Main, change the order type:
Order Type = Drop Shipment
Practice - Setting Up a Defaulting Rule

Overview
In this practice, you will learn how to set up a defaulting sourcing rule for the Freight Terms
attribute for your customer XX-Big City Electronics. You will then create a sales order to
observe how the sourcing rule provides a defaulting value for Freight Terms on the Sales Orders
window.
Sales order entities include groups of related attributes such as Order or Line.
Attributes are the individual fields within a particular entity, such as Warehouse, Ship
To Location, or Agreement.
Note: Changes to defaulting rules take effect for any new orders that use the modified
defaulting rules when you open the Sales Order Header or Lines windows or if you update
an attribute (field) on an order.
Assumptions
Oracle Management Super User, Vision Operations responsibility
Prior practices are completed. Practices build on earlier exercises.
Tasks
You will first create a defaulting condition template that defines the conditions when the default
sourcing rule can be applied; for example, apply the defaulting sourcing rule X only if the
customer is XX-Big City Electronics and the Order Type is Mixed (in this case, the conditions are
the specific customer and order type).
Then you can create the defaulting sourcing rule that determines the actual value for the Freight
Terms attribute. (The condition template is attached to the defaulting rule to control how the rule
is applied.)
1.
Setting Up a Defaulting Condition Template
2.
Setting Up a Defaulting Sourcing Rule for the Freight Terms Attribute

Note: When defining a set of Conditions and using them in rules, be sure to place the
ALWAYS condition last in the Precedence for Defaulting Conditions.
Chapter
CLASSROOM
In Oracle Order Management, defaulting sourcing rules enable you to automatically default
attribute values into sales order entities:
Viewing the Freight Terms Attribute in the Sales Order Window
4.
Disabling the Defaulting Condition XX-Freight Terms for XX-Big City Electronics for the
Freight Terms Attribute
5.
3.
Chapter
CLASSROOM
Solution - Setting Up a Defaulting Rule

Responsibility: Oracle Management Super User, Vision Operations
Setting Up a Defaulting Condition Template
1.
Navigate to the Defaulting Setup Entity Attributes window.

(N) Setup > Rules > Defaulting
3.
(I) Find
Select Entity: Order Header
Click (B) OK
2.
Click (B) Defaulting Condition Templates

Note: In the header region, ensure the following values are selected for the Application and
Entity values (if you do not see these values, execute a query to find them):
Field
Value
Application
Order Management
Entity
Order Header
Chapter
CLASSROOM
(I) New (place cursor in the Validation Templates region), enter the following:
Field
5.
Value
Condition Name
XX-Freight Terms for XX-Big City Electronics
Description
Used for Freight Terms for Customer XX-Big City Electronics
In the Validation Rules region, create a validation rule for the template you added:
Group #
Rule #1
105
Attribute
Customer
Validation Operation
Value String
Chapter
CLASSROOM
4.
Setting Up a Defaulting Sourcing Rule for the Freight Terms Attribute

7.
(N) Setup > Rules > Defaulting
8.
(I) Find
9.
Click (B) OK
Select Attribute = Freight Terms (you may want to execute a Query to locate Freight Terms)
Chapter
CLASSROOM
6.
11. Within the Defaulting Conditions region, select a new defaulting condition for the Freight
Terms attribute (use the defaulting condition template you created in previous steps):
Field
Value
Precedence
<the instructor will assign you a Precedence number>
Defaulting Condition
XX-Freight Terms for XX-Big City Electronics
Enabled
<Checked>
Note: When defining a set of Conditions and using them in rules, be sure to place the
Always condition last in the Precedence for Defaulting Conditions.
12. On the Default Sourcing Rules region, create a default sourcing rule for the Freight Terms
attribute. The sourcing rule defines what Freight Terms value is displayed when the
defaulting conditions are met:
Field
Value
Sequence
501 (or similar 3-digit value if you cannot use 501)
Source Type
Constant Value
Default Source/Value
To Be Determined
Chapter
CLASSROOM
10. Click (B) Defaulting Rules to open the Attribute Defaulting Rules window.
Click (B) OK twice.

16. (T) Order Information, (ST) Main, enter a sales order for the following customer:
Field
Value
Customer
XX-Big City Electronics *
Order Type
Mixed
Currency
USD
Note: *This condition is required for the Freight Terms rule to be applied.
17. (T) Order Information > (ST) Others
On the Freight Terms field, confirm that the defaulting freight term value is To Be
Determined. If so, then the default rule was applied successfully.
Chapter
CLASSROOM
13. (M) Tools > Generate Defaulting Handler Package to generate the defaulting rules for the
attribute.
Disabling the Defaulting Condition XX-Freight Terms for XX-Big City Electronics
for the Freight Terms Attribute
18. (N) Setup > Rules > Defaulting
19. (I) Find
Click (B) OK
21. Click (B) Defaulting Rules

22. Select the Defaulting Condition = XX-Freight Terms for XX-Big City Electronics
Enabled = Deselected
Note: If the Enabled check box for the defaulting condition is not selected, the defaulting
condition is disabled and the rules and condition associated with this condition are not used
in default rule processing.
23. (M) Tools > Generate Defaulting Handler Package.
Click (B) OK twice.
Chapter
CLASSROOM
20. Select Attribute = Freight Terms (you may want to use Query to locate Freight Terms)

26. (T) Order Information > (ST) Main, enter a sales order for the following customer:
Value
Customer
Order Type
Mixed
Currency
USD
27. (T) Order Information > (ST) Others

28. In the Freight Terms field, notice that the default Freight Terms value is now Prepaid and
not To Be Determined. This means that you have successfully disabled the Freight Terms
sourcing condition, and a different rule was applied to derive the Freight Terms value.
Chapter
CLASSROOM
Field
Practice - Using Scheduling in the Sales Orders Window

Overview
In this practice, you will learn how to schedule an order both manually and automatically. Your
customer, XX-Big City Electronics, wants to order 15 units of item XX-Phone, 45 days from
todays date.
You have set the following profile option:

OM: Auto Schedule = No
You have set the following system parameter. Setup > System Parameters > Values
Reservation Time Fence = 30
Tasks
1.
2.
Checking Item Availability
3.
Scheduling the Order Line
4.
Reserving the Order Line
5.
Using the Auto Schedule Feature
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CLASSROOM
Assumptions
Solution - Using Scheduling in the Sales Orders Window

Creating a Sales Order
1.
2.
(T) Order Information > (ST) Main, enter the following:
3.
Value
Customer
Order Type
Mixed
Price List
Corporate
(T) Line Items > (ST) Main, enter the following:

Field
Value
Ordered Item
XX-Phone
Qty
15
Request Date
<Todays date + 45 days>
Line Type
Standard (Line Invoicing)
Checking Item Availability

4.
Verify the XX-Phone order line is selected.
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CLASSROOM
Field
Click (B) Availability confirm the item quantity you want is available. If the available
quantity is sufficient, you can continue to the scheduling task.
6.
Close the ATP window.
Scheduling the Order Line

7.
(M) Tools > Scheduling > Schedule
8.
Click (B) OK
9.
(T) Line Items > (ST) Shipping

Note: Notice that the schedule ship date has been set to the request date.
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5.
Reserving the Order Line

10. (M) Tools > Scheduling > Reserve
11. Click (B) OK
Using the Auto Scheduling Feature

13. (M) Tools > Auto Schedule (Ensure Auto Schedule is selected)
14. (I) New, enter another line item:
Field
Value
Item
XX-Phone Card
Qty
15. (I) Save

16. (T) Line Items > (ST) Shipping
Notice that the Qty Reserved field has been automatically entered for item XX-Phone Card.
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12. (T) Shipping observe that the Qty Reserved field shows the reserved quantity.
Chapter
CLASSROOM
Chapter 7
Holds, Order Purge and Exception Management Setup
Chapter
CLASSROOM
Holds, Order Purge and

Exception Management
Setup

Chapter
CLASSROOM
Chapter
CLASSROOM
Practice - Creating and Applying Holds

Overview
Order Administration Holds
Scheduling Related
Credit Check
Assumptions
Use Order Management Super User, Vision Operations (USA) or comparable Super User
Order Management responsibility.
Tasks
1.
Create, apply, and release a hold at the order level.
2.
Create, apply, and release a hold at the order line level.
3.
If you are using Vision Operations as your default operating unit, you need to assign another
operating unit to your responsibility.
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CLASSROOM
In this practice you will learn how to create and apply various types of holds:
Solution - Creating and Applying Holds

Create a Header Level Hold
1.
(N) Setup > Orders > Holds
2.
3.
Value
Name
XX-Book-Hold
Type
Order Administration Hold
Workflow Item
OM Order Header
Workflow Activity
Book Order
Enter the following in the Authorizations region:

Responsibility
4.
Authorization Action
Apply Hold
Remove Hold
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CLASSROOM
Field
5.
6.
Create a sales order for Business World with a line for AS54888, Qty of 1.
7.
(T) Order Information > (ST) Main
8.
Click (B) Actions > Apply Holds
9.
Click (B) OK
Select XX-Book-Hold from the LOV to apply the hold to your current order.
Click (B) Apply Holds
Save to apply the hold to your order.
Click (B) Continue in the Process Message window.
10. To release the hold, select (B) Actions > Release Holds. Provide a reason for releasing the
hold and click (B) Release.
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Apply and Release a Header Level Hold
11. Navigate to the Holds window

(N) Setup > Orders > Holds
12. Create a Line Level Hold, enter the following in the header region:
13. Enter the following in the header region:
Field
Value
Name
XX-Line-Hold
Type
Order Administration Hold
Workflow Item
OM Order Line
Workflow Activity
Line Scheduling
14. Enter the following in the Authorizations region:

Responsibility
Authorization Action
Apply Hold
Remove Hold
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CLASSROOM
Create a Line Level Hold
Apply, and Release a Line Level Hold

17. Create a sales order for Business World with a line for AS54888, Qty of 1.
18. Select the Line and Apply the Hold XX-Line-Hold to the order
Click (B) Actions > Apply Holds
Hold Name: XX-Line-Hold
Click (B) Apply Holds
19. Save the order.

20. Click (B) Book Order, if the line cannot be scheduled, the hold is applied to the line.
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22. To release the hold:
(T) Line Items
Click (B) Actions > Release Holds
Enter a reason for releasing the hold and click (B) Release.
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21. Click (B) Continue to proceed.
Create, Apply, and Release a Credit Check Hold

24. (N) Customers > Standard, to open the TCA Customers page.
25. Find Customer Name: XX-Big City Electronics
26. In the Accounts region, click (I) Details to open the Customer Information page.
27. Click (T) Account Profile and verify the Credit Check box is checked.
29. (T) Profile Amounts, ensure Credit Limit and Order Credit Limit are specified for the
currency that you use, enter the following:
Field
Value
Credit Limit
10000
Order Credit Limit
500

31. (N) Setup > Orders > Payment Terms
32. Search for the Payment Term called N30. Ensure the Credit Check box is selected.
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28. Check the values for the Credit Rating and Credit Classification.
Apply Credit Check Rule to Transaction Type

34. (N) Setup > Transaction Types > Define
35. Search for your Transaction Type: XX-StandardOrder.
36. (T) Main, select XX-Credit-Check-Rule in the Ordering field.

39. Create a sales order with the following information:
Field
Value
Customer
Order Type
XX-StandardOrder
Warehouse
M1
Payment Terms
N30
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CLASSROOM
Field
Value
Item
XX-Pager
Qty
1000 or entry quantity whose total amount exceeds the

order credit limit specified for the customer
41. You can release the hold by either decreasing the order total in the sales order or by
increasing the order credit limit in the Customers page.
Turn Off Credit Checking for your Customer
42. (N) Customers > Standard
43. Find your Customer Name: XX-Big City Electronics
In the Accounts region, click (I) Details.
Click (T) Account Profile and deselect the Credit Check box.
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40. Save and book your order. It should go on credit check hold as shown below:
Guided Demonstration Setting up Exception Management

Responsibility: System Administrator
Setting Profile Options
1.
Set the profile option OM: Generate Diagnostics for Error Activities to automatically run the
Diagnostics: OM Order Information concurrent program whenever there is an error in the
workflow activity.
2.
The profile option OM: Show Process Messages Flag is used to display the Open Message
box in the Sales Orders window. Set the value of the profile option to Yes to use the
indicator message_exists_flag. The checked value of this field indicates that at least one
message exists for the order.
Viewing the Lookups

3.
Switch responsibility to: Order Management Super User, Vision Operations (USA).
4.
(N) Setup > QuickCodes > Order Management
5.
Set the value of the Lookup ONT_MESSAGE_STATUS to CUSTOMIZE.

6.
(N) Orders, Returns > Quick Sales Orders. Open an existing order and navigate to the lines
region. Click (B) Actions > View Open Messages (or right-mouse click menu) to view any
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CLASSROOM
Note: Oracle Support/Development requires this setting during the bug resolution process.
7.
Message without error:
8.
Message with error:
messages. If any messages exist, they will be displayed in the Process Messages window. If
there are no messages for that order, a message box indicating that there are no open
messages displays.
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You can use the Quick Sales Orders window to Retry Workflow Activities that have errored
out.
Navigate to the Sales Orders window.
Select the Header or Line for which you want to retry the activity.
Click the right mouse button and select Retry Activities in Error option or (B) Actions >
Retry Activities in Error option.
Select the Activity you want to retry.
10. You will get a message indicating that the activity completed successfully or not. For error
messages, you need to fix the errors and repeat all the above steps.
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9.

Chapter
CLASSROOM
Chapter 8
Basic Pricing Setup
Chapter
CLASSROOM
Basic Pricing Setup

Basic Pricing Setup
Chapter
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Basic Pricing Setup
Basic Pricing Setup
Chapter
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Practice - Creating a Price List

Overview
Adding items to a price list is a prerequisite for pricing items in a sales order. In this practice,
you will create a new price list (header) and then add price list lines that define the items and
their list prices.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
1.
Create General Information for the Price List.
2.
Create Price List Lines.
3.
Create a Sales Order using your newly created Price List.
Basic Pricing Setup
Chapter
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Assumptions
Solution - Creating a Price List

Creating General Information for the Price List
1.
(N) Purchasing > Advanced Pricing > Price Lists > Price List Setup
2.
Enter the following price list header information:

Value
Name
XX-Price List 1
Active
Selected
Description
XX Base Price List
Currency
USD <defaults>
Multi-Currency
Corporate Pricelist Conversion
Round To
-2 <defaults>
Effective Dates
<Use todays date for start date and leave the end date blank.>
Freight Terms
<Leave blank>
Payment Terms
30 NET
Freight Carrier
<Leave blank>
Basic Pricing Setup
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Field
3.
(I) Save
Creating Price List Lines

Enter the following items, one item at a time to the price list (accept default values, unless
otherwise specified):
Product Context
5.
Product Attribute
Product Value
Value
Item
Item Number
XX-Palm Pilot
200
Item
Item Number
XX-Pager
40
Item
Item Number
XX-Phone
300
Item
Item Number
XX-Phone Card
100
Item
Item Number
AS54888
1599
Item
Item Number
AS92888
2300
Testing the Price List

6.
Create a Sales Order for your XX-Big City Electronics customer using your new price list.
Basic Pricing Setup
Chapter
CLASSROOM
4.
Practice - Copying a Price List

Overview
You can quickly create a new price list by copying an existing price list. Only active price list
lines (those with an effective end date later than the current date) can be copied. In this practice
you will copy your existing price list named XX-Price List 1.
Tasks
Copy a Price List
Basic Pricing Setup
Chapter
CLASSROOM
Assumptions
Solution - Copying a Price List

Copying a Price List
1.
(N) Purchasing > Advanced Pricing > Price Lists > Copy Price List
2.
Enter the following information in the Copy From region:
3.
Value
Price List
XX-Price List 1
Retain Effective Dates
Enter the following information in the Copy To region:

Field
Value
Price List
XX-Price List 2
Description
XX Base Price List Adjusted by 10%
4.
Click (B) Submit and note the Request ID: ___________.
5.
Confirm the request completed normally.
Basic Pricing Setup
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Field
(M) View > Requests

6.
Repeat the preceding steps to copy the following price list from XX-Price List 1:
Copy To: Price List Name
XX-Price List 4
Description
Manually updating a price list
Query your XX-Price Lists to confirm that they were copied successfully.
8.
Close the window.
7.
Basic Pricing Setup
Chapter
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Practice - Manually Updating a Price List

Overview
Enter an end date for the current price.
Add a new line with a future effective date.
Change the value of an existing line.
Assumptions
Tasks
Manually Update a Price List
Basic Pricing Setup
Chapter
CLASSROOM
In this practice, you will learn how to manually update a price list. You will learn to:
Solution - Manually Updating a Price List

Manually Updating a Price List
Navigate to the Price Lists window, and find your price list named XX-Price List 4.
(N) Purchasing > Advanced Pricing > Price Lists > Price Lists Setup
Query for your XX-Price List 4
2.
Enter an End Date for the item AS54888 (e.g., tomorrows date)
3.
Add a new line for the same item and UOM with a future start date and a Unit Price of
$1699. This preserves the pricing history of an item.
4.
For item AS92888, change the selling price to $2500 without maintaining the pricing history
of the item.
5.
Basic Pricing Setup
Chapter
CLASSROOM
1.
Practice - Adjusting a Price List

Overview
You can quickly adjust list prices (such as a 10 percent increase) for selected items or all items
on a price list using the Adjust Price List window. In this practice, you will increase all prices on
XX-Price List 2 by 10 percent.
Tasks
Adjust a Price List
Basic Pricing Setup
Chapter
CLASSROOM
Assumptions
Solution - Adjusting a Price List

Adjusting a Price List
1.
(N) Purchasing > Advanced Pricing > Price Lists > Adjust Price List
2.

Value
Price List
XX-Price List 2
Adjusted By
Percent
Value
10
3.
Click (B) Submit. Note the Request ID: ______________.
4.
Verify the request completed normally.
5.
(M) View > Requests
Close all windows to return to the Navigator
Query XX-Price List 2 to confirm the prices were adjusted successfully.

Basic Pricing Setup
Chapter
CLASSROOM
Field
6.
Close the window.
Basic Pricing Setup
Chapter
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Practice - Adding an Item Category to a Price List

Overview
In this practice, you will learn how to add an item category to a price list.
Tasks
1.
Create a Price List
2.
Add an Item Category to a Price List
Basic Pricing Setup
Chapter
CLASSROOM
Assumptions
Solution - Adding an Item Category to a Price List

1.
2.
Enter the following information in the price list header using (all remaining information
defaults):
Field
3.
Value
Name
XX-Price List 3
Description
Accessories price list
Multi-Currency Conversion
Corporate Pricelist Conversion
Round To
-2 <defaults from multicurrency list>
Effective Date
<Todays date>
(I) Save and close the window.
Adding an Item Category to a Price List

4.
(N) Purchasing > Advanced Pricing > Price Lists > Add Items to Price List
5.
Enter the following data:

Basic Pricing Setup
Chapter
CLASSROOM
Creating a Price List
Value
Price List
XX-Price List 3
Item Category Set
Inv.Items
Item Category
MISC.ACCESSORY
Item Status
Active
Set List Price Equal to Cost From
Inventory Organization
6.
Click (B) Submit and note the Request ID: _________.
7.
Review the request status to ensure the concurrent request completed successfully.
8.
(M) View > Requests
Close all windows to return to the Navigator.
9.
(I) Find > XX-Price List 3
Verify that several items have been added to your price list, including the item cost from M1
inventory organization.
Basic Pricing Setup
Chapter
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Field
Basic Pricing Setup
Chapter
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Practice - Creating a Discount Modifier Using Qualifiers

Overview
In this practice, you will learn how to create a discount modifier to apply a 5% discount. You
will then create a sales order and see the discount applied automatically.
You can navigate standard Oracle Applications.
You have basic knowledge of Oracle Order Management.
You have access to the Order Management Super User, Vision Operations
responsibility.
Tasks
1.
Create a Discount Modifier
2.
Create a Sales Order Using a Discount Modifier
Basic Pricing Setup
Chapter
CLASSROOM
Assumptions
Solution - Creating a Discount Modifier Using Qualifiers

Creating a Discount Modifier
1.
(N) Purchasing > Advanced Pricing > Modifiers > Modifier Setup
2.
(T) Main, enter the following:
3.
Value
Modifier Type
Discount List
Number
XX-Discount 1
Active
<unchecked to start>
Automatic
Name
XX-Discount 1
Version
Start Date
<Todays date>
Description
<Enter a meaningful description>
Click (B) List Qualifiers > Click (B) OK and enter the following qualifiers:
Basic Pricing Setup
Chapter
CLASSROOM
Field
Qualifier Attribute
Operator
Value From
Customer
Customer Name
Modifier List
Price List
XX-Price List 2
4.
Click (B) OK, this action applies the qualifier to the modifier and modifier lines defined in
the Modifiers Summary tab.
5.
(T) Modifiers Summary tab, enter the following:
6.
Modifier
No.
Level
Modifier
Type
Start/Finish
Dates
Line
Discount
Optional
Pricing Phase
10 List Line Adjustment
Bucket
1
(T) Discounts/Charges, enter the following:

Field
Value
Application Method
Percent
Value
Basic Pricing Setup
Chapter
CLASSROOM
Qualifier Context
7.
Return to the header of the modifier and select the Active check box.
8.
Creating a Sales Order Using a Discount Modifier

9.
10. (T) Order Information > (ST) Main, enter the following:
Field
Value
Customer

Note: Required sales order header information
defaults from your customer setup.
Order Type
Standard
Price List
XX-Price List 2
Basic Pricing Setup
Chapter
CLASSROOM
Note: A discount of 5% will be applied for all products ordered, but only when Customer is
XX-Big City Electronics, and the Price list for the order is XX-Price List 2.
Field
Value
Ordered Item
XX-Palm Pilot
Qty
12. (I) Save. Note the order number ____________.

Basic Pricing Setup
Chapter
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11. (T) Line Items > (ST) Main, enter the following:
13. Click (B) Actions > View Adjustments
Basic Pricing Setup
Chapter
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14. (T) Adjustments. Note that the 5% modifier discount has been applied.
Practice - Creating a Freight and Special Charge List Modifier

Overview
Two Special Charge Formulas
A Modifier List with four line modifiers that determine how to use the formulas
List and line qualifiers to determine eligibility
Note: For freight charge modifiers, you can apply freight charges corresponding to ONLY
ONE Charge name (such as "Freight Costs") even if several charge names qualify.
Assumptions
Oracle Order Management Super User responsibility
Tasks
1.
Define two Formulas, one for Freight and the other for Handling.
2.
Define a Freight and Special Charge Modifier List.
3.
Create a Sales Order Using the Freight and Handling Charge Modifier.
Basic Pricing Setup
Chapter
CLASSROOM
In this practice, you create a Freight and Special Charge List modifier using formulas, modifiers,
and qualifiers. In this exercise you will define:
Solution - Creating a Freight and Handling Charges Modifier

Defining the Freight Formula
1.
(N) Purchasing > Advanced Pricing > Pricing Formulas > Formulas Setup
2.
3.
Value
Name
XX-Freight
Description
Dollar Amount x Constant .01
Formula
1*2
Enter the following in the formula lines region:

Pricing Attribute
Context
Pricing Attribute
Component
Pricing Attribute
Volume
Item Amount
<N/A>
Numeric Constant
<N/A>
<N/A>
.01
Formula Type
4.
Step
(I) Save
Basic Pricing Setup
Chapter
CLASSROOM
Field
Defining the Handling Formula

5.
Select (M) File > New
6.
7.
Value
Name
XX-Handling
Description
Item Quantity x Constant .05
Formula
1*2
Enter the following in the formula lines region:

Pricing Attribute
Context
Pricing Attribute
Component
Pricing Attribute
Volume
Item Quantity
<N/A>
Numeric Constant
<N/A>
<N/A>
.05
Formula Type
8.
Step
(I) Save and close the window.
Defining a Freight and Special Charge List Modifier

Note: For freight charge modifiers, you can apply freight charges of one Charge Name (such as
"Freight Costs") only once even if more number of charges qualifies.
9.
(N) Purchasing > Advanced Pricing > Modifiers > Modifier Setup
10. (T) Main, enter the following in the header region:

Basic Pricing Setup
Chapter
CLASSROOM
Field
Value
Type
Freight and Special charge List
Number
XX-Freight and Handling
Active
<unchecked to start>
Automatic
Name
XX-Freight and Handling
Version
Start Date
<todays date>
Currency
<defaults>
Description
Enter a meaningful description
Field
11. Click (B) List Qualifiers > click (B) OK, enter the following:
Grouping
Number
Qualifier
Context
Qualifier
Attribute
Precedence
Operator
Value From
Modifier List
Price List
<defaults>
XX-Price List 1
Order
Order Type
<defaults>
Mixed
Basic Pricing Setup
Chapter
CLASSROOM
13. (T) Main > (ST) Modifiers Summary, enter the following:
Modifier
Number
Level
Modifier Type
Freight1
Line
Freight/Special
Charge
Start/End
Dates
<Optional>
Automatic
;
Pricing Phase
50 (Line Charges)
14. (ST) Discounts/Charges, enter the following:

Charge Name
Freight Costs
Formula
XX-Freight
Application Method
Lumpsum
Value
<blank>
15. Click (B) Line Qualifiers > click (B) OK, enter the following:
Basic Pricing Setup
Chapter
CLASSROOM
12. Click (B) OK
Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
<defaults>
Operator
BETWEEN
Value
From
Value To
10000.99
16. Click (B) OK

17. (ST) Modifiers Summary to create a new modifier line:
Modifier
Number
Level
Modifier Type
Freight2
Order
Freight/Special
Charge
Start/End
Dates
<Optional>
Automatic
;
Pricing Phase
70 (Charges:
Header/All Lines)

Charge Name
Freight Costs
Application Method
Lumpsum
Value
750
Basic Pricing Setup
Chapter
CLASSROOM
Grouping
Number
Grouping Qualifier
Number
Context
1
Volume
Qualifier
Attribute
Order Amount
Precedence
<defaults>
Operator
Value
From
Value
To
BETWEEN
10001
9999999
20. Click (B) OK

21. (ST) Modifiers Summary, create a new modifier line:
Modifier
Number
Handling1
Level
Modifier Type
Line
Freight/Special
Charge
Start/End
Dates
<Optional>
Automatic
Pricing Phase
50 (Line
Charges)
Basic Pricing Setup
Chapter
CLASSROOM

Charge Name
Formula
Handling Costs
Application Method
XX-Handling
Value
Lumpsum
<blank>
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
<defaults>
Operator
BETWEEN
Value
From
0
Value
To
10000.99
24. Click (B) OK

25. (ST) Modifiers Summary, create a new modifier line:
Modifier
Number
Handling
2
Level
Modifier Type
Order
Freight/Special
Charge
Start/End
Dates
<Optional>
Automatic
Pricing Phase
70 (Charges:
Header/All Lines)

Charge Name
Handling Costs
Application Method
Lumpsum
Value
50
Grouping
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
<defaults>
Operator
Value
From
Value
To
BETWEEN
10001
9999999
28. Click (B) OK

29. (T) Main tab
Select the Active check box.
Basic Pricing Setup
Chapter
CLASSROOM
Grouping
Number
Creating a Sales Order Using the Freight and Special Charge Modifier
32. (T) Order Information > (ST) Main, enter the following:
Field
Value
Customer
Order Type
Mixed
Price List
XX-Price List 1
33. (T) Line Items, enter the following:

Field
Value
Ordered Item
XX-Palm Pilot
Quantity
34. (I) Save your work and note the order number ____________.
35. Click (B) Actions > Charges and Freight Costs.
36. Click (B) OK to view your charges.
Basic Pricing Setup
Chapter
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30. (I) Save your work and close the window.
38. (T) Order Information

39. (B) Actions > Charges.
40. Click (B) OK No charges should apply.
Basic Pricing Setup
Chapter
CLASSROOM
41. Close the Charges window.

42. Increase the quantity ordered (such as quantity 60) of the order line so that the ordered
amount exceeds $10,000.
43. (I) Save.
44. Click (B) Actions > Charges and Freight Costs.
45. Click (B) OK, there shouldnt be any Freight and Handling charges provided that the Order
Total is above $10,000.
46. Close the window

47. (T) Order Information
48. (B) Actions > Charges
There should be a line for Freight Costs of $750 and a line for Handling Costs of $50
(provided the Order Total is greater than $10,000).
Basic Pricing Setup
Chapter
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Basic Pricing Setup
Chapter
CLASSROOM
Chapter 9
Overview of Shipping Execution
Chapter
CLASSROOM
Overview of Shipping
Execution

Chapter
CLASSROOM
Chapter
CLASSROOM
Guided Demonstration Shipping Transaction Form

1.
(N) Shipping > Transactions
2.
Search for region

Lines (B) - Select
3.
(T) Lines
Org Code: M1
Item: AS54888
Line Status: Not Shipped
4.
Saved Query region

Name: XX-AS54888 Not Shipped
Description: AS54888 Not Shipped Lines
Share Query-Select
Click (B) Save
Click (B) OK
5.
Click (B) Find. All lines which are not shipped are displayed in the Shipping Transaction
Form
6.
To execute a Saved Query, click (B) Open
7.
Select your query
8.
Click (B) OK
9.
(T) Lines > (B) Find
Chapter
CLASSROOM
Querying using Query Manager
Guided Demonstration Quick Ship Window

1.
(N) Shipping > Quick Ship
2.
(M) Tools > Change View to toggle between the two Quick Ship views. The two Quick Ship
views are as follows:
Delivery Confirm View
Trip Confirm View
Finding Deliveries
3.
Ensure you are in the Delivery Confirm View.
4.
You can find the deliveries in the Quick Ship window using any one the following methods:
Enter the delivery in the Name field and click Tab
Click on Name LOV to find for a delivery.
Click on the Find icon to find the delivery using Find Deliveries window. In the
Find Deliveries window, you can find the delivery based on the search criteria you
enter.
Using Folder Option

Note: You may need the Bill of Lading role in order to perform some of the below actions.
5.
To hide the Number of LPNs field. Click on the field. You can hide a field using any one of
the following option
(M) Folder > Hide Field.
Right click on the field, select Folders option on the pop-menu, and click Hide
Field.
6.
To show a field, you can use anyone of the following methods:

(M) Folder > Show Field. Select a field, which you want to display from the LOV.
Right click on any field, select Folders option on the pop-menu and click Show
field. Select a field, which you want to display from the LOV.
7.
To change the position of a field in the Quick Ship window, you can use anyone of the
following methods.
Click on the field to be moved. Click (M) Folder and click on Move Right, Move Left,
Move Up, and Move Down to move to respective position.
Chapter
CLASSROOM
Changing Quick Ship View
Right click on the field to be moved. Select the Folders option in the pop-menu, and
click on Move Right, Move Left, Move Up, and Move Down to move to respective
position.
Creating New Folder
8.
(M) Folder > New
9.
Enter XX-Folder in the Folder field.
10. Select the Show Additional Delivery to display the Additional tab.
11. Select the Show Trip Information to display the Trip tab
12. Save
Chapter
CLASSROOM
Note: You may need the Bill of Lading role in order to perform some of the below actions.
Chapter 10
Shipping Execution Setup
Chapter
CLASSROOM

Chapter
CLASSROOM
Chapter
CLASSROOM
Practice - Defining Roles

Overview
In this practice you will learn how to create a shipping role that can be used to establish grants
(permissions) to shipping functions.
Tasks
Define a new role for your shipping clerks named XX-Shipping Clerk. Disable access to all
functions under Trips and Stops.
Chapter
CLASSROOM
Assumptions
Solution - Defining Roles

Define a Role
1.
(N) Shipping > Setup > Grants and Role Definitions > Define Roles
2.
3.
6.
7.
XX-Clerk
Description
XX Shipping Clerk
Click (B) Disable All.
(T) Stops
5.
Name
(T) Trips
4.
Value
Click (B) Disable All.
(T) Deliveries
Validate Data Access is set to Edit.
Accept all defaults.
(T) Lines/LPNs
Validate Data Access is set to Edit.
Accept all defaults.
Chapter
CLASSROOM
Field
Guided Demonstration Granting Access to Roles

(N) Shipping > Setup > Grants and Role Definitions > Grants
Field
2.
Value
User
XXUser
Role
XX-Shipping Clerk Role
Org
<leave blank>
Start Date
<Todays date>
Chapter
CLASSROOM
1.
Guided Demonstration - Defining Freight Carriers

1.
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Carriers
2.
3.
Value
Name
XX-Freight
Short Name
XX-F
Enter the following in the Services tab:

Field
Value
Service Level
<Select a Service Level from the LOV>
Mode
<Select a mode of transport from the LOV>
4.
Click (B) Organization Assignments
5.
Select Assigned check box for the Organization M1 and click (B) Done.
6.
Chapter
CLASSROOM
Field
Guided Demonstration Defining Freight Cost Types

1.
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Cost Types
2.
3.
Value
Name
XX-Special
Type
Handling Costs
Currency
USD
Amount
15
Chapter
CLASSROOM
Field
Guided Demonstration Defining Document Sets

Create a Document Set
1.
(N) Shipping > Setup > Documents > Document Sets
2.
Enter the following information in the header:

Value
Document Set
XX-Docs
Description
New Document Set
Usage
Pick Release
Printing Method
Parallel <defaults>
Note: Options of the Usage is explained as follows:

Pick Release: The documents are printed on pick release
Ship Confirm: The documents are printed on ship confirm
3.
Enter the following information in the Documents region:

Field
Value
Seq
Application
Shipping Execution
Report Name
Pick Slip Report PDF Output
Layout Template
Pick Slip
Copies
4.
More reports may be included in the document set.
5.
(I) Save
To Edit Document Sets

6.
(I) Find
7.
Select a document set from the Find Document Set window.
8.
Edit Effective Dates, add new documents, or delete existing ones.
9.
Chapter
CLASSROOM
Field
Guided Demonstration Viewing Shipping Exceptions

Responsibility = Order Management Super User, Vision Operations (USA)
1.
(N) Shipping > Exceptions
2.
(I) Find
3.
To view all exceptions, leave the search fields blank and click (B) Find.
Exception Name: The particular name of the exception: for example, Picking Hold
exception.
Logging Entity: The log-on entity of the exception: shipper, receiver, or
transportation carrier.
Logged At Location: The location where the exception report was run (logged
location may be different from where the shipping exception occurred).
Exception Location: The location where the shipping exception occurred.
Inventory Organization: Exceptions according to a particular inventory
organization.
Exception Type: Type of exception: delivery, picking, and trip.
Exception Behavior: The behavior of the exception:
Error: The exception must be handled before the task can be completed.
Information Only: The exception must be handled before the task can be
completed. However, you can override it so that the task can be completed.
Warning: A warning is given but the task can be completed.
Delivery Name: Exceptions for a particular delivery name.
Status: Describes the current status of the exception:
Open: Initial status--not yet associated with an exception name.
Closed: This exception is closed.
No Action Required: No handling required for this exception.
Departure Date: Exceptions according to the departure date.
Arrival Date: Exceptions according to the arrival date.
Creation Date: Exceptions according to the date of creation.
5.
Once you have completed your entries, click (B) Find.
View Exceptions
6.
Click the tab that corresponds to the information you want to view or update. For example,
to update trip information for an exception, choose the Trip tab. Choose from the following
tabs:
Exception tab: Displays general details about the exception ID, such as the
exception ID, exception type, exception name, and a description of the exception.
Trip tab: Displays information about the trip name, departure date, and arrival date.
Delivery tab: Displays the delivery name and delivery detail ID about the exception.
Chapter
CLASSROOM
Find Exception
Container tab: Displays the container name, associated with the exception.
Inventory tab: Displays the inventory information for the exception including the
inventory organization, inventory item, item description, lot number, revision, serial
number, UOM (unit of measure), quantity, subinventory, and locator.
7.
Select the exception in the View Exceptions window.
8.
Click (B) Open to display the selected exception in the Log Exception window.
9.
Select the tab to display the details that you want to view or update: Exception tab,
Trip/Delivery/Container tab, or Inventory tab.
10. View or update the available fields in the selected tab.

11. Click (B) OK to save your changes.
Chapter
CLASSROOM
Optionally, to view or update a single exception:
Practice - Defining Release Sequence Rules

Overview
In this practice you will learn how to create a Release Sequence rule.
Tasks
Create a release sequence rule with a name of XX-Oldest First that will allocate inventory to the
orders with the earliest ship date. If multiple orders have the same ship date, you want the oldest
orders to be filled first. Use an ascending priority scheme.
Chapter
CLASSROOM
Assumptions
Solution - Defining Release Sequence Rules

Create Release Sequence
1.
(N) Shipping > Setup > Picking > Define Release Sequence Rules
2.
3.
Value
Rule
XX-Oldest First
Description
Allocate material based on schedule date and order
Allocate material to oldest orders first by setting the following release priority:
Priority
4.
Ascending
Order
Schedule Date
Chapter
CLASSROOM
Field
Practice - Defining Pick Slip Grouping Rules

Overview
In this practice you will learn how to create a Pick Slip Grouping Rule.
Tasks
Define a new pick slip grouping rule with a User Defined Pick Methodology, the name XXSubinventory and select source subinv to group By.
Chapter
CLASSROOM
Assumptions
Solution - Defining Pick Slip Grouping Rules

Find Delivery to Ship Confirm
1.
(N) Shipping > Setup > Picking > Define Pick Slip Grouping Rules
2.
3.
Value
Pick Methodology
User Defined
Rule Name
XX-Subinventory
Description
Group picking lines by source subinventory
Group by
; Source Subinv.
Chapter
CLASSROOM
Field
Practice - Defining Release Rules

Overview
In this practice you will learn how to create a Release Rule.
Tasks
1.
Create a Release Rule with a name of XX-Seattles Rule 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-Oldest First Release Sequence Rule and choose to Autocreate Deliveries.
3.
Use M1 as the Warehouse, select your XX-Subinventory Pick Slip Grouping Rule and
choose to Auto Allocate and Auto Pick Confirm.
Chapter
CLASSROOM
Assumptions
Solution - Defining Release Rules

Create Release Rule
1.
(N) Shipping > Setup > Picking > Define Release Rules Form > (T) Order
2.
Rule
Value
XX-Seattles Rule
Orders All
3.
(T) Inventory, enter the following:

Field
Value
Pick Slip Group Rule
XX-Subinventory
Warehouse
M1
Pick From
Subinventory: FGI
Auto Allocate
Yes
Chapter
CLASSROOM
Field
(T) Shipping, enter the following:

Field
5.
Value
Release Sequence Rule
XX-Oldest First
Document Set
All Pick Release Document
Autocreate Deliveries
Yes
Auto Pick Confirm
Yes
Ship Confirm Rule
<leave blank>

Chapter
CLASSROOM
4.
Practice - Release Sales Orders

Overview
Enter a Sales Order
Release a Sales Order
View Picking Documents
View Delivery information from the Sales Order
Assumptions
Tasks
1.
Create and Book a Sales Order with 3 order lines that will be used in the Picking and
Shipping practices. Use Business World (1608) as the customer. Use Items AS54888,
AS72111 and AS18947. Select a quantity of 10 for the first two items. For item AS18947
split the line so that a quantity of 2 has todays date shipping to New York and that a
quantity of 2 has a date two weeks from today shipping to San Jose. 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.
Chapter
CLASSROOM
In this practice you will learn how to release a Sales Order for picking.
Solution - Release Sales Orders

Create and Book Sales Order
1.
(N) Orders, Returns > Sales Orders > (T) Order Information
2.
Enter the following order header information:
3.
Value
Customer
Order Type
Mixed
Price List
Corporate

Ordered Item
4.
Qty
AS54888
10
AS72111
10
AS18947
Click (B) Actions > Split Line, enter the following:
Chapter
CLASSROOM
Field
5.
Request Date
Ship To
Warehouse
<todays date>
San Jose (OPS)
M1
<2 weeks from today>
San Jose (OPS)
M1
Click (B) Split

Note: If you do not get the following results notify your instructor.
6.
(B) Book Order, and note your Sales Order #: ___________.
7.
(T) Line Items
8.
Validate all of the order lines are Awaiting Shipping.
9.
(M) File > Close Form
Pick Release Sales Order

10. (N) Shipping > Release Sales Orders > Release Sales Orders > (T) Order
11. (T) Order, enter the following:
Field
Value
Order Number
<your sales order #>
Scheduled Ship Dates

From
To
<todays date>
<tomorrows date>
12. (T) Inventory, enter the following:

Chapter
CLASSROOM
Qty
Field
Value
Warehouse
M1
Auto Allocate
Yes
Pick Slip Grouping Rule
XX-Subinventory
Note: The Shipping parameters for Seattle will default values on to the Release Criteria
form.
Field
Value
Autocreate Delivery
Yes
Auto Pick Confirm
Yes
Release Sequence Rule
XX-Oldest First
Ship Confirm Rule
<clear field>
14. Click (B) Concurrent.
Note your concurrent Request ID: _________.
Note: This concurrent request will spawn another Request ID.
Note your Batch #: _________________.
Note: This will be your Move Order Number

View Concurrent Request
16. (M) View > Requests > (B) Find (all requests).
17. Look for your Batch # in the Parameters for the two concurrent requests, Pick Selection List
Generation and Pick Slip Report.
18. Click (B) View Output.
Find Sales Order
20. (N) Orders, Returns > Order Organizer > (B) Find
21. Find your Sales Order by entering your Order Number.
Chapter
CLASSROOM
13. (T) Shipping, enter the following:
22. Click (B) Find

23. (T) Summary > Click (B) Actions > Additional Order Information
25. If you do not see the above delivery information (Staged/Pick Confirmed) let your
instructor know. (Check to make sure your Order is booked before alerting your instructor.
If it is not booked Book your order then release it).
27. (T) Lines.
Chapter
CLASSROOM
24. (T) Deliveries
Chapter
CLASSROOM
Question: Why is line 3.2 still Awaiting Shipping?

Answer: Because its Scheduled ship date is 2 weeks in the future.
Practice - Ship Confirm Delivery

Overview
Use the Shipping Transaction form
Enter tracking information
Enter Ship, Backorder and Stage quantities
Apply freight costs
Ship Confirm
View Delivery Results and Order Line Statuses
View unshipped Delivery Lines
Assumptions
You have completed the practice to Release Sales Orders and have your Sales Order
Number recorded.
Tasks
1.
Find your Sales Order in the Shipping Transactions form. Select the Details (B) for each of
your lines and enter a tracking number and the quantities for shipped, backordered and
staged (Use 5 shipped and 5 backordered for AS54888 and 5 shipped and 5 staged for
AS72111). Supply Serial Numbers when required (Details Required check box). Use the
Actions (B) to enter Freight Costs. Go to the Delivery (T) to select Actions (B) and Ship
Confirm your delivery. Then complete a Find to view Delivery lines that have not shipped.
2.
Go to your Sales Order window and query your sales order to review the Delivery
information and Line status to see the results of your shipping process.
Chapter
CLASSROOM
In this practice you will learn how to Ship Confirm a Delivery.
Solution - Ship Confirm Delivery

Find Delivery to Ship Confirm
(N) > Shipping > Transactions
Enter your Sales Order in the From Order Number field
1.
2.
Click (B) Find
3.
Click (B) Detail, enter the following information:

Chapter
CLASSROOM
4.
Value
Shipped Qty
Backordered Qty
5 <defaults>
Click (B) Done
Click (B) Yes to save and close the Line Detail window.
Select the AS72111 line:
Click (B) Detail, enter the following information:

Field
Value
Shipped Qty
Backordered Qty
Staged Qty
5 <defaults>
Chapter
CLASSROOM
Field
Click (B) Done
Click (B) Yes to save and close the Line Detail window.
Select the next delivery line (AS18947) and click (B) Detail:
Field
Value
Shipped Qty
Backordered Qty
0 <defaults>
Note: Details Required is checked.
Chapter
CLASSROOM
5.
6.
(M) Tools > Serial Numbers

Start Serial Number: XX-12345
Note: The system will generate the End Serial Number.
Verify Quantity equals the Quantity Entered.
Click (B) Done to return to (T) Lines/LPNs tab
Click (B) Done
Click (B) Yes to save changes.
8.
Place your cursor on your first staged delivery.
9.
(T) Delivery
Chapter
CLASSROOM
7.
Actions: select Assign Freight Costs
Click (B) Go
Name: Handling
Accept the defaults
10. Click (B) Done

11. (T) Delivery > (B) Detail
Enter Waybill: XX83927
Chapter
CLASSROOM
Click (B) Done to close the Delivery Detail window.
Click (B) Yes to save the changes.
12. Actions: select Ship Confirm (or alternately you could use the Ship Confirm button)
13. Click (B) Go
14. Validate the following:
Field
Value
Ship Entered Quantities
<selected>
Create Delivery for Staged Quantities
Set Delivery In-Transit
Close Trip
Defer Interface
<Unchecked>
Chapter
CLASSROOM
16. Click on (M) View > Requests > ~ All My Requests > (B) Find
17. Validate that your concurrent requests completed normally

View the Sales Order Delivery Information
19. (N) > Orders, Returns > Order Organizer > (T) Order Information
Enter your Sales Order number
Click (B) Find

Chapter
CLASSROOM
15. Click (B) OK twice to return to the Shipping Transactions window.
20. Click (B) Actions > Additional Order Information > (T) Deliveries
21. Scroll to the right to see all of the shipping information.
22. Close the Additional Order Information window.

23. Click (B) Open
24. Click (T) Line Items
Notice the Ship Confirm process automatically split the sales order lines to allow the
shipped quantities to proceed to invoicing.
Also notice that the backordered line has a status of Awaiting Shipping not backordered.
Backorder is the status of the delivery line.
Chapter
CLASSROOM
Notice that a new Delivery number was automatically created for the Staged quantity.
25. Close all windows.
Chapter
CLASSROOM
Guided Demonstration Defining Container Load Details

1.
(N) Shipping > Setup > Container Load Detail
2.

Value
Container Item
BX54888
Load Item
AS54888
UOM
Ea
Maximum Quantity
Preferred Flag
;
Note: Check the Preferred Flag, if this is
the default container for the item. Autopack
uses the default container.
3.
Continue defining all your Container-Item relationships in the next lines until completed.
4.
Chapter
CLASSROOM
Field

Chapter
CLASSROOM

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Activity Guide

Oracle University and Egabi Solutions use only

R12 Oracle Order Management

Copyright 2009, Oracle. All rights reserved.

U.S. GOVERNMENT RIGHTS

Oracle University and Egabi Solutions use only

Order Entities and Order Flows ....................................................................................................................2-1

Oracle Order Management Fundamentals - Activity Guide Table of Contents

Oracle University and Egabi Solutions use only

Overview of Oracle Order Management .......................................................................................................1-1

Practice - Using Scheduling in the Sales Orders Window.........................................................................6-26

Basic Pricing Setup..........................................................................................................................................8-1

Copyright Oracle, 2009. All rights reserved.

Oracle Order Management Fundamentals - Activity Guide Table of Contents

Oracle University and Egabi Solutions use only

Holds, Order Purge and Exception Management Setup ..............................................................................7-1

Thorough knowledge of Oracle Order Management

Working experience with Oracle Shipping Execution

There are no prerequisites for this course.

How This Course Is Organized

Copyright Oracle, 2009. All rights reserved.

Oracle Order Management Fundamentals - Activity Guide Table of Contents

Oracle University and Egabi Solutions use only

Oracle Order Management Users Guide

Oracle Order Management Implementation Manual

Oracle Shipping Execution Users Guide

Oracle Advanced Pricing Users Guide

Oracle Advanced Pricing Implementation Guide

System release bulletins

Installation and users guides

International Oracle Users Group (IOUG) articles

Copyright Oracle, 2009. All rights reserved.

Oracle Order Management Fundamentals - Activity Guide Table of Contents

Oracle University and Egabi Solutions use only

Use the SELECT command to view information stored in the

Copyright Oracle, 2009. All rights reserved.

Oracle Order Management Fundamentals - Activity Guide Table of Contents

Oracle University and Egabi Solutions use only

Typographic Conventions in Code

DROP USER scott

CREATE ROLE role

SQL commands and SELECT userid

Typographic Conventions in Oracle Application Navigation Paths

(M) From the menu, select Query then Find.

(B) Click the Approve button.

Oracle Order Management Fundamentals - Activity Guide Table of Contents

Oracle University and Egabi Solutions use only

Typographical Conventions in Oracle Application Help System Paths

Under the General Ledger entry, expand Journals.

Under Journals, select Enter Journals.

Copyright Oracle, 2009. All rights reserved.

Oracle Order Management Fundamentals - Activity Guide Table of Contents

Oracle University and Egabi Solutions use only

represents the following sequence of actions:

Oracle University and Egabi Solutions use only

Oracle Order Management Fundamentals - Activity Guide Table of Contents

Copyright Oracle, 2009. All rights reserved.

Overview of Oracle Order Management

Oracle University and Egabi Solutions use only

Overview of Oracle Order

Oracle University and Egabi Solutions use only

Overview of Oracle Order Management