Standard Line Status Flows in OM

Oracle Order Management captures the order line status in the Sales Order Pad on
the Line Items Main tab in the status field and in the Order Organizer on the S
ummary and Line tabs. Oracle Shipping Execution displays the delivery line statu
s in the Shipping Transactions Form on the Lines/LPN Main tab in the Line Status
field. For a standard flow the statuses are:
Begin by placing the order in Order Management (OM):
Entered (OM): Order is saved but not booked.
Booked (OM): Order is booked.
Scheduled (OM): A user can customize the Workflow to show the Scheduled status w
hich indicates that the order line has been successfully scheduled. When the shi
p line logic starts, the order line status changes to Awaiting Shipping.
Awaiting Shipping (OM): Order is booked but lines are not yet picked.
Open (OM): This status of a delivery on the Additional Line Information form ind
icates that none of the delivery lines associated with that delivery have been s
hip confirmed.
Ready to Release (SE): Order line is booked and passed to Shipping Execution. It
is now a delivery line that is eligible for Pick Release.
Submitted for Release (SE): In Release 11i.4, Submitted for Release status chang
es name to Released to warehouse.
Released to Warehouse (SE): Pick Release has started but not completed. Either n
o allocations were created or allocations have not been Pick Confirmed.
Not Ready to Release (SE): A delivery line may be in this status when it is inte
rfaced manually into Shipping, is not scheduled and has no reservations. When li
nes are imported automatically from Order Management this status is not used.
Released (SE): Pick Release has run successfully. The action has translated the
delivery lines into move order lines in Inventory. The move order lines have bee
n allocated and pick confirmed. Once a delivery has been created, the delivery a
nd its associated delivery lines are eligible for Ship Confirm. This status is n
o longer valid starting with Release 11i.4. Released was replaced by the followi
ng three additional statuses:
Backordered (SE): The delivery line is pick released but no allocations were cre
ated or partial allocations occurred. As an example, if a delivery line has a qu
antity of 100, and at pick release only 25 are available for allocation, the ori
ginal delivery line splits to create a new line (quantity of 75) for the unalloc
ated portion with a status of
Backordered. The quantity on the original delivery line changes to 25 to reflect
the allocated portion with a status of Staged/Pick Confirmed.
Staged/Pick Confirmed (SE): The delivery line is successfully pick released. It
occurs after pick confirm to indicate subinventory transfer from source location
to staging location is complete. Lines staged until they are ship confirmed.
Both Backordered and Staged/Pick Confirmed status provide the ability to perform
opportunistic cross-docking for warehouse organizations with Oracle Warehouse M
anagement System (WMS) installed.
Shipped (SE): This line status indicates that the delivery associated with the d
elivery line(s) is ship confirmed.
In Transit (SE): This delivery status indicates that the delivery associated wit
h the line is ship confirmed and the pick up stop is closed.
Confirmed (SE): This delivery status indicates that the delivery line is either
shipped or backordered and the trip stops are open.
Navigate back to Order Management and query the order which results in OM pullin
g updated Pick Release information from Shipping Execution (in R11i.4, these sta
tuses will occur after Staged/Pick Confirmed and Backordered respectively):
Picked (OM): Pick release has completed normally (both allocation and pick confi
rm). The delivery associated with the delivery line(s) may have also been Ship C
onfirmed but the Delivery may not be set in transit and the Trip may not be clos
ed.
Picked Partial (OM): This status occurs when a delivery line is not allocated th
e full quantity during Pick Release and Ship Confirm has not occurred. The deliv
ery line splits during Ship Confirm and the information passes to Order Manageme
nt through the Process Order API. The order line then splits to reflect the chan
ges that occurred during the Shipping process. As an example, a customer orders
quantity 50. There are 20 on hand in inventory. The delivery line splits into tw
o delivery lines and therefore represents two order lines in Order Management. T
he order line with quantity 20 has the status of Picked or Shipped depending on
whether
or not the delivery line is Ship Confirmed, the Delivery set in transit and the
Trip closed. The second order line with a quantity of 30 has a status of Awaitin
g Shipping.
Shipping Execution pushes status information to Order Management once Ship
Confirm is completed:
Shipped (OM): The delivery associated with the line is Ship Confirmed. The Deliv
ery status is set to in transit. This status appears in the Additional Line Info
rmation at the Pick Status field.
Interfaced (SE): If delivery was sourced from Oracle OM: The delivery line is sh
ipped and the OM Interface and Inventory Interface concurrent processes have com
pleted.
If delivery was sourced from an Oracle Application other than OM: The delivery
line is shipped and the Inventory Interface concurrent process has completed.
Awaiting Fulfillment (OM): Not all shippable lines in a fulfillment set or a con
figuration are fulfilled. This is a synchronization step within the Workflow pro
cess.
Fulfilled (OM): All lines in a fulfillment set are fulfilled.
Note: Fulfillment Sets are defined as a group of order lines that get fulfilled
together. Items that are not shippable can be in fulfillment sets with shippable
items, and then will not be fulfilled (and therefore invoiced) until the shippa
ble items are fulfilled. A line can belong to either a ship set or an arrival se
t, but can belong to multiple fulfillment sets.
Interfaced to Receivables (OM): Invoice Interface has been launched. Order Manag
ement writes information to Receivables tables.
Partially Interfaced to Receivables (OM): This status is used in a PTO flow and
indicates that the particular PTO item is required for revenue.
Closed (OM): Closed indicates that the line is closed. It does not necessarily i
ndicate that the line is interfaced to Accounts Receivable (AR) since you must cl
ose line activity in a no-bill flow.
Canceled (OM): Indicates that the line has been completely canceled. No further
processing will occur for this line.
The following scenario will emulate a Standard customer order from the first cus
tomer call to the invoice. The line status will assist the customer service agen
t on the Shipper's side to answer the questions of the Customer.
Entered Status (OM)
A customer calls and begins placing an order with the customer service represent
ative. The customer is unclear whether or not the order is complete and indicate
s that he/she will call back to finish placing the order. The customer service r
epresentative saves the order to capture the current information but will not bo
ok the order because the customer has indicated that the order is not complete.
Both the Order Header and the Order Lines associated with the customer call will
have the status of Entered once the order is saved. The line on the order exist
s in the system and can be queried when the customer calls back to complete the
order.
Booked Status (OM)
The customer service representative receives a second call the customer and adds
two additional lines to the order. The customer indicates that the order is com
plete so the user Books the order.
Ready to Release Status (SE)
Once the order has been booked, the information passes to Shipping Execution. Or
der lines appear as delivery lines. Initially, it is a one to one ratio of order
line to delivery line. The customer service agent calls the warehouse to ensure
that the order that was just booked has appeared in Shipping Execution. The war
ehouse clerk queries the delivery lines by the order number provided by the cust
omer service representative and indicates that the Line Status is Ready to Relea
se indicating the delivery lines are eligible for Pick Release. The customer ser
vice representative has been assured that the booked order lines are visible in
the Shipping Transactions form and are ready for the next step, Pick Release.
Staged/Pick Confirmed and Released to Warehouse Statuses (SE)
The warehouse clerk launches Pick Release. Upon querying the delivery lines by o
rder number, the warehouse clerk will see that the Pick Release status is: Stage
d/Pick Confirmed for those delivery lines that have received allocation and Pick
Confirmed successfully and Released to Warehouse for delivery lines that requir
e a manual Pick Confirm or have not been allocated.
Picked and Awaiting Shipping Statuses (OM)
The customer who placed the order calls up and wants to know the status, the cus
tomer service representative queries up the order in the Order Organizer and fin
ds that the status of the lines are Picked and Awaiting Shipping. The customer s
ervice representative is equipped to report that two of the order lines are proc
essing smoothly as they have been picked from their source location and transfer
red to the staging location within the warehouse. The customer service represent
ative can also inform the customer that the third order line has been released t
o the warehouse.
Closed and Picked Status (OM)
The warehouse clerk has just Ship Confirmed the delivery associated with the del
ivery lines corresponding to the customer s order. The warehouse clerk used the ch
eck boxes on the Ship Confirm form to automatically set the delivery in transit
and close the trip. Order Management will be updated through the Process Order A
PI and the order lines that previously had the status of Picked will now show a
status of Closed. The customer calls back to check the status of the order, the
customer service representative can tell the customer the date(s) that two of th
e order lines physically shipped from the warehouse. The customer service repres
entative can also inform the customer that the third order line has been Picked,
indicating that the next function is to ship the product.