Oracle Order ManagementUsers Guide Release 11iPart No. A88765-06

April 2005

Oracle Order Management Users Guide, Release 11i Part No. A88765-06 Copyright 2002, 2005, Oracle. All rights reserved. Primary Author: David Reitan

Contributing Author: Sumeet Rijhsinghani, Kannan Tarakad, Swaminathan Sukumaran, Hemalatha Raman, Ginger Conroy, Nancy Lynn Klokke, Dianne Culver, Linda Henry, Carol Knight, Charlene Chandonia, Nitin Hase, Maria Viglionese Matheny, Vivian Lee, Timothy Conroy, Valerie Dubois, Evelyn Tran, Rajeev Bellamkonda, Manish Chavan, Shashi Dhar, Sasi Erla, Sagar Boyapati, Zeeshan Butt, Nithya Lakshmanan, Subhra Datta, Gayatri Pendse, Aswin Kurella, Samuel Wong, Matilde Jareno, Vijay Pillarisetti, Francesca Amezquita, Srinivas Pagadala, Vishwajit Bhave, Boon Tea, Amy Cui, Linda Xu, Alok Singh, Sanjay Rastogi, Hany Saleeb and Manish Gupta, Lisa Chen, Sunil Ramesh Kamat, Jyothi More, Esha Sen, Jyothi Narayan, Venkatesh Malapati, Tarun Bharti, Ram Iyer, Steven J. Mosura, Brinda Ramesh, Anitha Krishna Rao, Kalyani Subramanyan, John Salvini, Leena Sampemane, Susan Flierl, Jeffrey Fara, Pratima Mahtani, and Tahir Ahmad The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

ContentsSend Us Your Comments Preface 1 IntroductionOverview . . . . . . . . . . . . . . . . . . . . . New Features in this Release . . . . . . . . . . . . Advanced Item Search . . . . . . . . . . . . . . . Approval Enhancements . . . . . . . . . . . . . . Automatic Fulfillment Set and Line Set Assignment . Blanket Sales Agreement Enhancements . . . . . . . Catch Weights for Discrete Inventory . . . . . . . . Configuration Date Effectivity Enhancements . . . . Decimal Quantities for Options of ATO Configurations Display Choices for Freight Rating . . . . . . . . . Drop Ship Across Sets of Books . . . . . . . . . . . Drop Ship Change Management . . . . . . . . . . End Customer . . . . . . . . . . . . . . . . . . . Exception Management . . . . . . . . . . . . . . Fulfillment with Wait . . . . . . . . . . . . . . . International Trade Management . . . . . . . . . . Global Order Promising for ATO Configurations . . . High Volume Pricing . . . . . . . . . . . . . . . High Volume Shipping Interface . . . . . . . . . . Authoring and Negotiating Contract Terms . . . . . Line Level Ship/Arrival Sets . . . . . . . . . . . . Move Add Change Disconnect (MACD) . . . . . . . Multiple and Partial Payments . . . . . . . . . . . Order Management Parameters . . . . . . . . . . . Preview and Print Sales Documents . . . . . . . . . Pricing & Availability Enhancements . . . . . . . . Project/Task Changes for Booked Orders . . . . . . . Publishing Plan Results to Oracle Order Management Reservation Enhancements . . . . . . . . . . . . . Retroactive Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 1-2 1-3 1-4 1-4 1-4 1-5 1-6 1-6 1-6 1-7 1-7 1-8 1-9 1-9 1-10 1-10 1-10 1-10 1-11 1-12 1-12 1-12 1-13 1-13 1-14 1-14 1-14 1-15 1-15

iii

Scheduling Flexibility . . . . . . . . . . . . . . . Service Termination . . . . . . . . . . . . . . . . Simple Negotiation in Oracle Order Management . . Customer Location . . . . . . . . . . . . . . . . Expiration Date . . . . . . . . . . . . . . . . . . Purge . . . . . . . . . . . . . . . . . . . . . . Copy . . . . . . . . . . . . . . . . . . . . . . . Seeded Workflows . . . . . . . . . . . . . . . . Quick Codes . . . . . . . . . . . . . . . . . . . Supported Features of Quotes Relative to Sales Orders Versioning . . . . . . . . . . . . . . . . . . . . Implementation Documentation . . . . . . . . . .

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Order EntryOverview . . . . . . . . . . . . . . . . . . . . . . . . . Sales Orders Workbench . . . . . . . . . . . . . . . . . . Call CTO Workbench . . . . . . . . . . . . . . . . . . . Overview of Order Organizer . . . . . . . . . . . . . . . . Versioning Overview . . . . . . . . . . . . . . . . . . . Versioning Major Features . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . Versioning Reasons and Comments . . . . . . . . . . . . . Overview of Sales Orders . . . . . . . . . . . . . . . . . Sales Orders Customization . . . . . . . . . . . . . . . . Sales Orders Tools Menu . . . . . . . . . . . . . . . . . Defining Sales Order Main and Other Header Information . . Projected Sales Revenue Reporting by Sales Group . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . Defining Sales Order Line Item Main Information . . . . . . Global Order Promising for ATO Configurations . . . . . . . Global Order Promising for ATO Configurations Major Features User Procedures . . . . . . . . . . . . . . . . . . . . . . Overview of Quick Sales Orders . . . . . . . . . . . . . . Integration and Features . . . . . . . . . . . . . . . . . . Folder Functionality in Quick Sales Orders . . . . . . . . . Line Details Display . . . . . . . . . . . . . . . . . . . . Entering a Quick Sales Order . . . . . . . . . . . . . . . . Simple Negotiation in Oracle Order Management Overview . Quote Numbers . . . . . . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . Overview of Blanket Sales Agreements . . . . . . . . . . . Blanket Sales Agreements Headers . . . . . . . . . . . . . Blanket Sales Agreements Lines . . . . . . . . . . . . . . Releases . . . . . . . . . . . . . . . . . . . . . . . . . Release Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 . . 2-5 . . 2-9 . 2-12 . 2-15 . 2-16 . 2-22 . 2-27 . 2-28 . 2-28 . 2-36 . 2-37 . 2-42 . 2-43 . 2-43 . 2-48 . 2-48 . 2-49 . 2-50 . 2-52 . 2-55 . 2-59 . 2-61 . 2-67 . 2-75 . 2-76 . 2-82 . 2-84 . 2-86 . 2-88 . 2-88

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Transaction Types . . . . . . . . . . . . . . . . . Blanket Sales Agreement Process . . . . . . . . . . Workflow . . . . . . . . . . . . . . . . . . . . . Lost Agreement . . . . . . . . . . . . . . . . . . Expiration . . . . . . . . . . . . . . . . . . . . Termination . . . . . . . . . . . . . . . . . . . Closing a Blanket Sales Agreement . . . . . . . . . Security . . . . . . . . . . . . . . . . . . . . . Defaultable Attributes . . . . . . . . . . . . . . . Configurations . . . . . . . . . . . . . . . . . . Pricing and Releases . . . . . . . . . . . . . . . . Blanket Sales Agreement Windows . . . . . . . . Create a Blanket Sales Agreement . . . . . . . . . . Creating a Simple Price List . . . . . . . . . . . . Entering Releases Against a Blanket Sales Agreement . View Blanket Sales Agreements . . . . . . . . . . Preview and Print Sales Documents . . . . . . . . . Preview and Print Major Features . . . . . . . . . . Document Formatting . . . . . . . . . . . . . . . Security . . . . . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . Integrations . . . . . . . . . . . . . . . . . . . . Seed Data . . . . . . . . . . . . . . . . . . . . Overview of Find Customer Information . . . . . . . Expiration Date Overview . . . . . . . . . . . . . Expiration Date Major Features . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . Finding Customer Information . . . . . . . . . . . Required Fields to perform the search . . . . . . . . Address/Customer Information . . . . . . . . . . . Searching for the Customer Address . . . . . . . . . Advanced Item Search . . . . . . . . . . . . . . . Advanced Item Search Major Features . . . . . . . User Procedures . . . . . . . . . . . . . . . . . End Customer . . . . . . . . . . . . . . . . . . End Customer Major Features . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . Project Task Changes for Booked Orders Overview . . Project Task Changes for Booked Orders Major Features User Procedures . . . . . . . . . . . . . . . . . . Seed Data Changes . . . . . . . . . . . . . . . . Override Item Description . . . . . . . . . . . . . Overview of Override Item Description . . . . . . . Override Item Description Procedures . . . . . . . . Related Items and Manual Substitutions . . . . . . .

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2-90 2-91 2-96 2-99 2-99 2-99 2-100 2-100 2-103 2-103 2-105 2-110 2-117 2-118 2-119 2-121 2-124 2-125 2-126 2-127 2-131 2-132 2-133 2-133 2-134 2-134 2-136 2-137 2-139 2-139 2-139 2-144 2-144 2-145 2-147 2-148 2-150 2-154 2-155 2-156 2-157 2-158 2-158 2-159 2-161

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Overview of Related Items and Manual Substitution . . . . . . Related Item Rules . . . . . . . . . . . . . . . . . . . . . Entering a Related Item . . . . . . . . . . . . . . . . . . . Defining Sales Order Line Pricing Information . . . . . . . . . Multiple and Partial Payments Overview . . . . . . . . . . . Multiple and Partial Payments Major Features . . . . . . . . . Payment Features . . . . . . . . . . . . . . . . . . . . . . Payment Processing . . . . . . . . . . . . . . . . . . . . . Business Flows . . . . . . . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . Lookups . . . . . . . . . . . . . . . . . . . . . . . . . . System Parameters . . . . . . . . . . . . . . . . . . . . . Constraints . . . . . . . . . . . . . . . . . . . . . . . . . Data Requirements for AR . . . . . . . . . . . . . . . . . . Catch Weights for Discrete Inventory Overview . . . . . . . . Catch Weights for Discrete Inventory Major Features . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . Discrete Inventory Catch Weight Support . . . . . . . . . . . Warehouse Management (WMS) . . . . . . . . . . . . . . . Defining Sales Order Line Shipping Information . . . . . . . . Publishing Plan Results to Order Management Overview . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . Defining Sales Order Line Addresses Information . . . . . . . Integration with Transportation for Freight Rating . . . . . . . Overview of Integration with Transportation for Freight Rating . Integration With Transportation For Freight Rating Major Features Freight Rating Procedures . . . . . . . . . . . . . . . . . . Ship Method Selection . . . . . . . . . . . . . . . . . . . . Overview of Ship Method Selection . . . . . . . . . . . . . . Ship Method Selection Major Features . . . . . . . . . . . . Ship Method Procedures . . . . . . . . . . . . . . . . . . . Display Choices for Freight Rating In Order Management . . . . Display Choices for Freight Rating Major Features . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . Gross Margin Display . . . . . . . . . . . . . . . . . . . . Overview of Gross Margin Display . . . . . . . . . . . . . . Gross Margin Procedures . . . . . . . . . . . . . . . . . . Defining Sales Order Line Return Information . . . . . . . . . Defining Sales Order Line Services Information . . . . . . . . Service Termination Overview . . . . . . . . . . . . . . . . Service Termination Major Features . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . Defining Sales Order Line Project Manufacturing Information . . Defining Sales Order Line Release Management Information . . Configuration Date Effectivity . . . . . . . . . . . . . . . .

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Configuration Date Effectivity Major Features . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . Required Fields for Entering Orders . . . . . . . . . . . Sorting Order Lines within the Sales Order window, Lines Tab Booking a Sales Order . . . . . . . . . . . . . . . . . .

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2-224 2-224 2-226 2-229 2-230

3

Order ProcessingOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . Launch Sales Orders from TeleSales . . . . . . . . . . . . . . . . Sales Orders From TeleSales Major Features . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . Pricing and Availability Overview . . . . . . . . . . . . . . . . Quotes and Orders . . . . . . . . . . . . . . . . . . . . . . . Performing Pricing and Availability . . . . . . . . . . . . . . . . Add Customers . . . . . . . . . . . . . . . . . . . . . . . . . Add Customer Window Overview . . . . . . . . . . . . . . . . Adding Customers using the Add Customer Window . . . . . . . . Customer Location Overview . . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . . Add Customer Sample Business Flows . . . . . . . . . . . . . . Commitments within Order Management . . . . . . . . . . . . . Commitment Processing . . . . . . . . . . . . . . . . . . . . . Querying Orders . . . . . . . . . . . . . . . . . . . . . . . . Order Audit Trail . . . . . . . . . . . . . . . . . . . . . . . . Viewing Order and Return Information . . . . . . . . . . . . . . Viewing Cycle Status and Approval History . . . . . . . . . . . . Applying Sales Credits . . . . . . . . . . . . . . . . . . . . . Entering Sales Credits for Returns . . . . . . . . . . . . . . . . Required Fields for Entering Returns . . . . . . . . . . . . . . . Applying Attachments . . . . . . . . . . . . . . . . . . . . . . Order Changes . . . . . . . . . . . . . . . . . . . . . . . . . Repricing a Line . . . . . . . . . . . . . . . . . . . . . . . . . Overview of Mass Changes . . . . . . . . . . . . . . . . . . . . Applying Mass Changes . . . . . . . . . . . . . . . . . . . . . Copying Orders . . . . . . . . . . . . . . . . . . . . . . . . . Copy Function Support Overview . . . . . . . . . . . . . . . . . Copy Function Support Major Features . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . Maintain Line Number . . . . . . . . . . . . . . . . . . . . . Overview of Maintain Line Number . . . . . . . . . . . . . . . . Close Orders . . . . . . . . . . . . . . . . . . . . . . . . . . Decimal Quantities . . . . . . . . . . . . . . . . . . . . . . . Decimal Quantities for Options of ATO Configurations . . . . . . . Decimal Quantities for Options of ATO Configurations Major Features User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 3-4 3-4 3-6 3-9 3-10 3-10 3-28 3-30 3-31 3-36 3-37 3-41 3-43 3-44 3-47 3-49 3-54 3-58 3-63 3-64 3-65 3-66 3-67 3-73 3-73 3-73 3-74 3-77 3-78 3-84 3-89 3-89 3-95 3-96 3-96 3-97 3-98

vii

Drop Shipments Overview . . . . . . . . . . . . . . . . . . . Drop Ship Across Sets of Books and Change Management Overview Drop Ship Across SOB Major Features . . . . . . . . . . . . . Change Management for Drop Ship Orders . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . Seed Data: Constraints . . . . . . . . . . . . . . . . . . . . Drop Shipment Processing . . . . . . . . . . . . . . . . . . . Seeded Workflows Overview . . . . . . . . . . . . . . . . . . Status Management . . . . . . . . . . . . . . . . . . . . . . Quick Code Status on the Quote Listing Page . . . . . . . . . . Major Features Workflow in Quoting - Negotiation . . . . . . . . Negotiation Phase . . . . . . . . . . . . . . . . . . . . . . . Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . . Viewing Workflow Statuses and Processes . . . . . . . . . . . . ATP Within Order Management . . . . . . . . . . . . . . . . ATP Inquiries . . . . . . . . . . . . . . . . . . . . . . . . . Performing ATP Checking . . . . . . . . . . . . . . . . . . . Overview of Override ATP . . . . . . . . . . . . . . . . . . . Overriding ATP . . . . . . . . . . . . . . . . . . . . . . . . ATO Models . . . . . . . . . . . . . . . . . . . . . . . . . PTO Models and Kits . . . . . . . . . . . . . . . . . . . . . Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . Availability and Reservations . . . . . . . . . . . . . . . . . . Reservation Enhancements Overview . . . . . . . . . . . . . . Reservation Enhancement Major Features . . . . . . . . . . . . Create Reservation Set . . . . . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . . Overview of Sales Order Scheduling . . . . . . . . . . . . . . Sales Order Scheduling . . . . . . . . . . . . . . . . . . . . Scheduling Flexibility Overview . . . . . . . . . . . . . . . . Scheduling Flexibility Major Features . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . Penalty Factor For Late Demand . . . . . . . . . . . . . . . . Overview of Penalty Factor For Late Demand . . . . . . . . . . . Scheduling Across Orders . . . . . . . . . . . . . . . . . . . Overview of Scheduling Across Orders . . . . . . . . . . . . . Scheduling Tab, Find Orders Window . . . . . . . . . . . . . . Scheduling Across Orders Major Features . . . . . . . . . . . . Unscheduling Sales Orders . . . . . . . . . . . . . . . . . . . Automatic Item Substitution within Order Management . . . . . Choosing Options Using the Oracle Configurator . . . . . . . . . Choosing Configuration Options Using the Options Window . . . Line (Ship or Arrival) Sets . . . . . . . . . . . . . . . . . . .

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3-99 3-104 3-105 3-109 3-114 3-115 3-117 3-121 3-123 3-124 3-125 3-126 3-129 3-131 3-132 3-134 3-137 3-138 3-145 3-145 3-148 3-149 3-150 3-151 3-151 3-153 3-154 3-156 3-158 3-159 3-161 3-161 3-162 3-166 3-170 3-171 3-177 3-177 3-178 3-181 3-183 3-183 3-188 3-188 3-191

viii

Fulfillment Sets . . . . . . . . . . . . . . . . . . . . . . . Fulfillment With Wait . . . . . . . . . . . . . . . . . . . . Ship Set For Each Line . . . . . . . . . . . . . . . . . . . . Ship Set for Each Line Major Features . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . Arrival Sets . . . . . . . . . . . . . . . . . . . . . . . . . Ship Sets . . . . . . . . . . . . . . . . . . . . . . . . . . Shipment Schedules . . . . . . . . . . . . . . . . . . . . . Information Retention Across Shipments when a Line is Split: . . Common attributes across shipments originating from a Line Split Overview of Returns . . . . . . . . . . . . . . . . . . . . Return Material Authorizations and Credit Orders . . . . . . . RMA Business Flows . . . . . . . . . . . . . . . . . . . . RMA Setup . . . . . . . . . . . . . . . . . . . . . . . . . RMA Processing . . . . . . . . . . . . . . . . . . . . . . Managing RMA Exceptions . . . . . . . . . . . . . . . . . Drop Ship Return Flow . . . . . . . . . . . . . . . . . . . Defining Return Material Authorizations . . . . . . . . . . . Sales Order Cancellation . . . . . . . . . . . . . . . . . . . Cancelling Orders . . . . . . . . . . . . . . . . . . . . . . Function Security for Orders and Returns . . . . . . . . . . . Overview of Holds . . . . . . . . . . . . . . . . . . . . . Applying Holds . . . . . . . . . . . . . . . . . . . . . . Honor Holds at Repricing . . . . . . . . . . . . . . . . . . Overview of Honor Holds at Repricing . . . . . . . . . . . . Workflows . . . . . . . . . . . . . . . . . . . . . . . . . Honor Holds Procedures . . . . . . . . . . . . . . . . . . . Releasing Holds . . . . . . . . . . . . . . . . . . . . . . . Process Messages . . . . . . . . . . . . . . . . . . . . . . Exception Management . . . . . . . . . . . . . . . . . . .

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3-197 3-199 3-201 3-201 3-202 3-203 3-203 3-208 3-209 3-210 3-210 3-214 3-216 3-217 3-219 3-223 3-224 3-225 3-228 3-233 3-236 3-237 3-240 3-244 3-244 3-245 3-245 3-247 3-249 3-251

4

PricingOverview of Pricing . . . . Overview of Price Lists . . Creating a Price List . . . . Copying a Price List . . . . Adjusting a Price List . . . Adding Items to a Price List Querying Price List Lines . Overview of Formulas . . . Creating a Pricing Formula . Updating Formula Prices . . Overview of Modifiers . . . Creating a Modifier List . . Creating List Level Qualifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 . . 4-4 . . 4-6 . 4-11 . 4-12 . 4-14 . 4-15 . 4-16 . 4-17 . 4-21 . 4-22 . 4-25 . 4-28

ix

Creating Modifier Lines . . . . . . . . . . . . . . . . Creating Line Level Qualifiers . . . . . . . . . . . . . Copying a Modifier Line . . . . . . . . . . . . . . . . Overview of Archiving and Purging Pricing Entities . . . Archiving Pricing Entities . . . . . . . . . . . . . . . Purging Pricing Entities . . . . . . . . . . . . . . . . Attaching Pricing Attributes . . . . . . . . . . . . . . Creating a GSA Price List . . . . . . . . . . . . . . . Creating GSA List Qualifiers . . . . . . . . . . . . . . Overview of the Pricing Engine Request Viewer . . . . . Viewing Information in the Pricing Engine Request Viewer Overview of Agreements . . . . . . . . . . . . . . . . Creating a Pricing Agreement . . . . . . . . . . . . . Revising an Existing Agreement . . . . . . . . . . . . Pricing Tab: Setting up Blanket Sales Agreement . . . . . Pricing an Order . . . . . . . . . . . . . . . . . . . Splitting Order Lines . . . . . . . . . . . . . . . . . Pricing for Service Items . . . . . . . . . . . . . . . . Viewing Pricing Adjustments . . . . . . . . . . . . . . Modifying Order Pricing in Oracle Order Management . . Override the List Price . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . Pricing Special Orders . . . . . . . . . . . . . . . . . Repricing an Order/Order Line . . . . . . . . . . . . .

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4-29 4-33 4-35 4-35 4-36 4-41 4-41 4-42 4-45 4-46 4-47 4-49 4-50 4-58 4-59 4-62 4-65 4-69 4-71 4-73 4-78 4-79 4-81 4-82

5

Order Management ProcessesOverview . . . . . . . . . . . . . . . . . . . . . . . . Using Item Cross Referencing in Order Management . . . . Fulfillment in Oracle Order Management . . . . . . . . . Order Import . . . . . . . . . . . . . . . . . . . . . . Data Values and Options . . . . . . . . . . . . . . . . . Order Import Validations . . . . . . . . . . . . . . . . Order Import Statistics Concurrent Program . . . . . . . . Open Interface Tracking User Interface . . . . . . . . . . Overview of High Volume Order Processing . . . . . . . . HVOP Parameters . . . . . . . . . . . . . . . . . . . . HVOP Processing Results . . . . . . . . . . . . . . . . Output File . . . . . . . . . . . . . . . . . . . . . . . Importing High Volume Orders . . . . . . . . . . . . . . Inbound Purchase Order Changes . . . . . . . . . . . . . Inbound PO Change Data Elements . . . . . . . . . . . . Outbound Purchase Order Acknowledgements . . . . . . . Outbound PO Acknowledgement Data Elements . . . . . . Purge Set/ Order/Quote Purge Selection Concurrent Programs Purchase Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 5-3 5-5 5-7 5-11 5-12 5-17 5-18 5-21 5-21 5-23 5-23 5-23 5-24 5-28 5-30 5-33 5-36 5-45

x

Invoice Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Detailed Order Statuses for Invoicing . . . . . . . . . . . . . . . . . . . . . . . . Order Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Retroactive Billing Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . Retroactive Billing Major Features . . . . . . . . . . . . . . . . . . . . . . . . . Typical Retrobilling Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ATP Data Collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule Orders Concurrent Program . . . . . . . . . . . . . . . . . . . . . . . . Release Expired Holds Concurrent Program . . . . . . . . . . . . . . . . . . . . . Booking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Manual Booking Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deferred Booking Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Defaulting Generator Concurrent Program . . . . . . . . . . . . . . . . . . . . . . Inventory Interface - No Ship Order Lines . . . . . . . . . . . . . . . . . . . . . . Inventory Interface No Ship Concurrent Program . . . . . . . . . . . . . . . . . . . Credit Check Processor Concurrent Program . . . . . . . . . . . . . . . . . . . . . Initialize Credit Summaries Table Concurrent Program . . . . . . . . . . . . . . . . Credit Exposure Import Concurrent Program . . . . . . . . . . . . . . . . . . . . . Purge Imported Credit Exposure Concurrent Program . . . . . . . . . . . . . . . . . Process Pending Payments Concurrent Program . . . . . . . . . . . . . . . . . . . Message Purge Concurrent Program . . . . . . . . . . . . . . . . . . . . . . . . . Calculate Party Totals Concurrent Program . . . . . . . . . . . . . . . . . . . . . . Audit History Consolidator Concurrent Program . . . . . . . . . . . . . . . . . . . Re-Schedule Ship Sets Concurrent Program . . . . . . . . . . . . . . . . . . . . . Reserve Orders Concurrent Program . . . . . . . . . . . . . . . . . . . . . . . . . International Trade Management . . . . . . . . . . . . . . . . . . . . . . . . . . Export Compliance Screening . . . . . . . . . . . . . . . . . . . . . . . . . . . . Generic Export Compliance Major Features . . . . . . . . . . . . . . . . . . . . . Manual Screening and Overriding or Completing Export Compliance Screening . . . . . Export Compliance Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . Export Compliance Screening Concurrent Program . . . . . . . . . . . . . . . . . . Authoring and Negotiating Contract Terms . . . . . . . . . . . . . . . . . . . . . Authoring and Negotiating Contract Terms Major Features . . . . . . . . . . . . . . Adding Clauses and Accessing Contract Terms in a Business Document . . . . . . . . . Authoring and Negotiating Contract Terms on a Blanket Sales Agreement or Quote/Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Managing Contract Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . Add Contract Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Customer Acceptance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Purging Sales Orders with Ts&Cs . . . . . . . . . . . . . . . . . . . . . . . . . Security - Contract Terms Authoring . . . . . . . . . . . . . . . . . . . . . . . . . Solution Based Modeling . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5-46 5-52 5-53 5-55 5-56 5-61 5-63 5-67 5-67 5-67 5-68 5-69 5-70 5-70 5-70 5-71 5-73 5-75 5-76 5-77 5-79 5-82 5-82 5-84 5-86 5-87 5-88 5-89 5-91 5-92 5-93 5-97 5-99 5-102 5-104 5-105 5-105 5-105 5-127 5-129 5-133 5-134 5-135 5-135 5-139

xi

Order Management Diagnostics . . . . . . . . . . . . Diagnostics: Apps Check Concurrent Program . . . . . . Diagnostics: OM Debug File Retrieval Concurrent Program Diagnostics: OM Order Information Concurrent Program .

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5-140 5-141 5-142 5-143

6

Order InformationOrder Information Overview . . . . . . . . . . . . . . Order Information Tabs . . . . . . . . . . . . . . . . Internal and External Users . . . . . . . . . . . . . . . Sales Order Information . . . . . . . . . . . . . . . . Finding a Sales Order . . . . . . . . . . . . . . . . . Viewing Sales Order Summaries . . . . . . . . . . . . Viewing Sales Order Details . . . . . . . . . . . . . . Process Item Information for Sales Orders . . . . . . . . Finding Process Item Information for Sales Orders . . . . Viewing Process Item Information for Sales Orders . . . . Pricing Information . . . . . . . . . . . . . . . . . . Finding Pricing Information . . . . . . . . . . . . . . Viewing Pricing Details . . . . . . . . . . . . . . . . Invoice Information . . . . . . . . . . . . . . . . . . Finding Invoice Information . . . . . . . . . . . . . . Viewing Invoice Summaries . . . . . . . . . . . . . . Viewing Invoice Information . . . . . . . . . . . . . . Delivery Information . . . . . . . . . . . . . . . . . OIP Delivery Tab Features . . . . . . . . . . . . . . . Referencing Documents . . . . . . . . . . . . . . . . Finding Deliveries . . . . . . . . . . . . . . . . . . . Viewing Delivery Summaries . . . . . . . . . . . . . . Viewing Delivery Details . . . . . . . . . . . . . . . Process Item Information for Delivery Details . . . . . . Finding Process Item Information for Delivery Details . . Viewing Process Item Information for Delivery Details . . Customer Service . . . . . . . . . . . . . . . . . . . Submitting a Defect Report . . . . . . . . . . . . . . . Submitting a Return Material Authorization (RMA) Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 6-2 6-3 6-3 6-3 6-6 6-6 6-9 6-9 6-9 6-11 6-11 6-11 6-13 6-13 6-14 6-15 6-16 6-16 6-17 6-18 6-21 6-22 6-23 6-23 6-24 6-25 6-26 6-28

7

Standard ReportsOverview . . . . . . . . . . . . Commitment Balance Report . . . Comprehensive Order Detail Report Order/Invoice Detail Report . . . Orders by Item Report . . . . . . Workflow Assignments Report . . Sales Order Acknowledgement . . Sales Order Workflow Status Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1 7-1 7-1 7-4 7-7 7-8 7-9 7-12

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Export Compliance Screening Failure Report . . . . . . . . . . . . Export Compliance Report to Government . . . . . . . . . . . . . Credit Order Detail Report . . . . . . . . . . . . . . . . . . . . Credit Order Discrepancy Report . . . . . . . . . . . . . . . . . Credit Order Summary Report . . . . . . . . . . . . . . . . . . Credit Limit Usages Report . . . . . . . . . . . . . . . . . . . . Credit Exposure Report . . . . . . . . . . . . . . . . . . . . . Customer Credit Snapshot Report . . . . . . . . . . . . . . . . . Orders On Credit Check Hold Report . . . . . . . . . . . . . . . Lines on Credit Check Hold Report . . . . . . . . . . . . . . . . Payment Receipt . . . . . . . . . . . . . . . . . . . . . . . . Hold Source Activity Report . . . . . . . . . . . . . . . . . . . Outstanding Holds Report . . . . . . . . . . . . . . . . . . . . Sales Order and Purchase Order Discrepancy Report . . . . . . . . Internal Order and Purchasing Requisition Discrepancy Report . . . Order Discount Detail Report . . . . . . . . . . . . . . . . . . . Order Discount Summary Report . . . . . . . . . . . . . . . . . Unbooked Orders Report . . . . . . . . . . . . . . . . . . . . Unbooked Orders Detail Report . . . . . . . . . . . . . . . . . Cancelled Orders Report . . . . . . . . . . . . . . . . . . . . . RetroBilling Report . . . . . . . . . . . . . . . . . . . . . . . Returns by Reason Report . . . . . . . . . . . . . . . . . . . . Cancelled Orders Reasons Detail Report . . . . . . . . . . . . . . Agreement Activity Report . . . . . . . . . . . . . . . . . . . . Orders Summary Report . . . . . . . . . . . . . . . . . . . . . Order/Invoice Summary Report . . . . . . . . . . . . . . . . . Salesperson Order Summary Report . . . . . . . . . . . . . . . Audit History Report . . . . . . . . . . . . . . . . . . . . . . Defaulting Rules Listing Report . . . . . . . . . . . . . . . . . Processing Constraints Listing . . . . . . . . . . . . . . . . . . Transaction Types Listing Report . . . . . . . . . . . . . . . . . Order Management Setup Validation Report . . . . . . . . . . . . OE-OM Order Line Transaction Count Summary/ Comparison Reports

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7-14 7-15 7-16 7-18 7-19 7-22 7-24 7-26 7-26 7-27 7-29 7-30 7-31 7-32 7-34 7-36 7-38 7-40 7-41 7-42 7-45 7-47 7-48 7-51 7-52 7-54 7-55 7-58 7-60 7-61 7-62 7-63 7-65

A

Windows and Navigation PathsOrder Management Windows and Navigator Paths . . . . . . . . . . . . . . . . . . . A-1

B

Seeded FormulasOverview of Seeded Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

C

Order Status ListOrder Header Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1 Order Line Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-2

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Glossary Index

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Send Us Your CommentsOracle Order Management Users Guide, Release 11iPart No. A88765-06

Oracle welcomes your comments and suggestions on the quality and usefulness of this publication. Your input is an important part of the information used for revision. Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? Are the examples correct? Do you need more examples? What features did you like most about this manual?

If you find any errors or have any other suggestions for improvement, please indicate the title and part number of the documentation and the chapter, section, and page number (if available). You can send comments to us in the following ways: Electronic mail: appsdoc_us@oracle.com FAX: 650-506-7200 Attn: Oracle Order Management Suite Documentation Manager Postal service: Oracle Order Management Suite Documentation Manager Oracle Corporation 500 Oracle Parkway Redwood Shores, CA 94065 USA

If you would like a reply, please give your name, address, telephone number, and electronic mail address (optional). If you have problems with the software, please contact your local Oracle Support Services.

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PrefaceIntended AudienceWelcome to Release 11i of the Oracle Order Management Users Guide. This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area. Oracle Receivables and Oracle Order Management. If you have never used Oracle Order Management, Oracle suggests you attend one or more of the Oracle Applications training classes available through Oracle University. Oracle Self-Service Web Applications. To learn more about Oracle Self-Service Web Applications, read the Oracle Self-Service Web Applications Implementation Manual. The Oracle Applications graphical user interface. To learn more about the Oracle Applications graphical user interface, read the Oracle Applications Users Guide. How To Use This Guide The Oracle Order Management Users Guide contains the information you need to understand and use Oracle Order Management. Chapter 1 describes new features in this release.Note: For implementation considerations, Order Management setup steps, and Workflow details, refer to the Oracle Order Management Implementation Manual and the Using Oracle Order Management Workflow Manual.

Chapter 2 explains how to use Order Management to enter orders. Chapter 3 explains how to process orders and returns. Chapter 4 describes the pricing functionality available within Order Management to effectively manage you business pricing policies when entering, maintaining, and processing orders and returns. Several Oracle Advanced Pricing features, which have been clearly noted as such, have been included within this chapter; however, Oracle Advanced Pricing is separately licensed and must be fully installed to take advantage of these features.

Chapter 5 provides you with an explanation of Order Management related processes and concurrent programs.

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Chapter 6 explains how to use the Order Information Portal for viewing orders and returns without signing on (in the traditional manner) to the Order Management application. Chapter 7 details the variety of flexible and user-friendly standard reports that Order Management provides to help you to track, maintain, and record order information. The appendices provide you with the following information: Windows and Navigator Paths Seeded Formulas Order Header and Line Status List

A user friendly glossary which contains common Order Management and basic pricing terms used throughout Oracle documentation. Index The index is an alphabetized list of the Order Management features, functions, and general usage topics currently documented within this users guide.

Other Information Sources You can choose from many sources of information, including documentation, training, and support services, to increase your knowledge and understanding of Oracle Order Management. If this guide refers you to other Oracle Applications documentation, use only the Release 11i versions of those guides. Online Documentation All Oracle Applications documentation is available online (HTML or PDF). PDF Documentation- See the Online Documentation CD for current PDF documentation for your product with each release. This Documentation CD is also available on Oracle MetaLink and is updated frequently. Online Help - You can refer to Oracle Applications Help for current HTML online help for your product. Oracle provides patchable online help, which you can apply to your system for updated implementation and end user documentation. No system downtime is required to apply online help. Release Content Document - See the Release Content Document for descriptions of new features available by release. The Release Content Document is available on OracleMetaLink. About document - Refer to the About document for information about your release, including feature updates, installation information, and new documentation or documentation patches that you can download. The About document is available on OracleMetaLink.

See Related Documents on page xix for more Oracle Applications product information.

TTY Access to Oracle Support ServicesOracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, seven days a week. For TTY support, call 800.446.2398.

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Documentation AccessibilityOur goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/ .

Accessibility of Code Examples in DocumentationScreen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace.

Accessibility of Links to External Web Sites in DocumentationThis documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.

Structure1 Introduction 2 Order Entry 3 Order Processing 4 Pricing 5 Order Management Processes 6 Order Information 7 Standard Reports A Windows and Navigation Paths B Seeded Formulas C Order Status List Glossary

Related DocumentsOracle Order Management shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other guides when you set up and use Oracle Order Management. You can read the guides online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system administrator provides. If you require printed guides, you can purchase them from the Oracle Store at http://oraclestore.oracle.com. Guides Related to All Products

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Oracle Applications User s Guide

This guide explains how to enter data, query, run reports, and navigate using the graphical user interface (GUI). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent processes. You can access this users guide online by choosing Getting Started with Oracle Applications from any Oracle Applications help file. Oracle Alert User Guide

Use this guide to define periodic and event alerts that monitor the status of your Oracle Applications data. Oracle Applications Developer s Guide

This guide contains the coding standards followed by the Oracle Applications development staff. It describes the Oracle Application Object Library components needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards. It also provides information to help you build your custom Oracle Developer forms so that they integrate with Oracle Applications. Oracle Applications User Interface Standards

This guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms. Guides Related to This Product Oracle Alert User s Guide

This guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data. Oracle Applications Developer s Guide

This guide contains the coding standards followed by the Oracle Applications development staff and describes the Oracle Application Object Library components that are needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards for Forms-Based Products. This manual also provides information to help you build your custom Oracle Forms Developer forms so that the forms integrate with Oracle Applications. Oracle Applications User Interface Standards for Forms-Based Products

This guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms. Oracle Advanced Pricing User s Guide

The guide provides details surrounding the user procedures for working within the Oracle Advanced Pricing application. It explains how to use Advanced Pricing for topics such as enabling automatic discounts, working with price lists, creating formula prices, and general reports available. Oracle Assets User s Guide

If you install Oracle Assets, you can use this manual to add assets and cost adjustments directly into Oracle Assets from invoice information in Payables. Oracle Bills of Material User s Guide

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This guide describes how to create various bills of materials to maximize efficiency, improve quality and lower cost for the most sophisticated manufacturing environments. By detailing integrated product structures and processes, flexible product and process definition, and configuration management, this guide enables you to manage product details within and across multiple manufacturing sites. Oracle Business Intelligence System Implementation Guide

This guide provides information about implementing Oracle Business Intelligence (BIS) in your environment. BIS 11i User Guide On-line Help

This guide is provided as on-line help only from the BIS application and includes information about intelligence reports, Discoverer workbooks, and the Performance Management Framework. Oracle Capacity User s Guide

This guide describes how to validate a material plan by verifying that there are resources sufficient to perform the planned work for repetitive and discrete jobs. Using finite capacity planning techniques, you learn how to use rough-cut capacity planning to validate a master schedule and capacity planning to validate the material plan. Oracle Cash Management User s Guide

This manual explains how you can reconcile your payments with your bank statements. Oracle Configurator User s Guide

This guide describes how to improve order taking and fulfillment productivity by eliminating errors in new sales orders and bills of materials. You can use Oracle Configurator to verify product configurations, automatically select configuration options, and generate manufacturing bills of materials according to configuration constraints. Oracle Cost Management User s Guide

This guide describes how to use Oracle Cost Management in either a standard costing or average costing organization. Cost Management can be used to cost inventory, receiving, order entry, and work in process transactions. It can also be used to collect transaction costs for transfer to Oracle Projects. Cost Management supports multiple cost elements and multiple sub-elements. It also provides comprehensive valuation and variance reporting. Oracle e-Commerce Gateway User s Guide

This guide describes how Oracle e-Commerce Gateway provides a means to conduct business with trading partners via Electronic Data Interchange (EDI). Data files are exchanged in a standard format to minimize manual effort, speed data processing and ensure accuracy. Oracle Engineering User s Guide

This guide enables your engineers to utilize the features of Oracle Engineering to quickly introduce and manage new designs into production. Specifically, this guide details how to quickly and accurately define the resources, materials and processes necessary to implement changes in product design. Oracle General Ledger User s Guide

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This guide explains how to plan and define your chart of accounts, accounting period types and accounting calendar, functional currency, and set of books. It also describes how to define journal entry sources and categories so you can create journal entries for your general ledger. If you use multiple currencies, use this manual when you define additional rate types, and enter daily rates. This manual also includes complete information on implementing Budgetary Control. Oracle HRMS Documentation Set

Using Oracle HRMS - The Fundamentals explains how to set up organizations and site locations. Managing People Using Oracle HRMS explains how to enter and track employee data. Running Your Payroll Using Oracle HRMS explains how to set up payroll, do withholding, run statutory reports, and pay employees. Managing Compensation and Benefits Using Oracle HRMS explains how to set up Total Compensation, including 401(k), health, and insurance plans. Customizing, Reporting, and System Administration in Oracle HRMS explains how customize to the system and design reports.

Oracle interMedia User s Guide and Reference

This user guide and reference provides information about Oracle interMedia. This product enables Oracle9i to store, manage, and retrieve geographic location information, images, audio, video, or other heterogeneous media data in an integrated fashion with other enterprise information. Oracle Trading Community Architecture Data Quality Management uses interMedia indexes to facilitate search and matching. Oracle Inventory User s Guide

This guide describes how to define items and item information, perform receiving and inventory transactions, maintain cost control, plan items, perform cycle counting and physical inventories, and set up Oracle Inventory. Oracle Manufacturing Scheduling User s Guide

This guide describes how to use Oracle Manufacturing Scheduling to view and reschedule single discrete jobs or the entire shop floor. Specifically, this guide details how to easily use the drag and drop functionality to view and reschedule jobs, operations, and resources. Oracle Master Scheduling/MRP and Oracle Advanced Supply Chain Planning User s Guide

This guide describes how to anticipate and manage both supply and demand for your items. Using a variety of tools and techniques, you can create forecasts, load these forecasts into master production schedules, and plan your end-items and their component requirements. You can also execute the plan, releasing and rescheduling planning suggestions for discrete jobs and repetitive schedules. Oracle Payables User s Guide

This guide describes how accounts payable transactions are created and entered in Oracle Payables. This guide also contains detailed setup information for Oracle Payables. Oracle Pricing User s Guide

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This guide describes how to setup modifiers, price lists, formulas, pricing agreements, pricing rules, and pricing of special orders in Oracle Pricing. Oracle Project Manufacturing User s Guide

This guide describes the unique set of features Oracle Project Manufacturing provides for a project-based manufacturing environment. Oracle Project Manufacturing can be tightly integrated with Oracle Projects. However, in addition to Oracle Projects functionality, Oracle Project Manufacturing provides a comprehensive set of new features to support project sales management, project manufacturing costing, project manufacturing planning, project manufacturing execution and project quality management. Oracle Projects User s Guide

This guide explains how to set up projects for use in project manufacturing and project accounting. Oracle Purchasing User s Guide

This guide describes how to create and approve purchasing documents, including requisitions, different types of purchase orders, quotations, RFQs, and receipts. This guide also describes how to manage your supply base through agreements, sourcing rules and approved supplier lists. In addition, this guide explains how you can automatically create purchasing documents based on business rules through integration with Oracle Workflow technology, which automates many of the key procurement processes. Oracle Quality User s Guide

This guide describes how Oracle Quality can be used to meet your quality data collection and analysis needs. This guide also explains how Oracle Quality interfaces with other Oracle Manufacturing applications to provide a closed loop quality control system. Oracle Receivables Tax Manual

This manual provides information about calculating tax within Oracle Receivables, Oracle Order Management, Oracle Sales and Marketing, and Oracle Web Customers. It includes information about implementation procedures, setup forms and windows, the Oracle Receivables tax calculation process, tax reports and listings, and tax-specific open interfaces. Oracle Receivables User s Guide

Use this manual to learn how to implement flexible address formats for different countries. You can use flexible address formats in the suppliers, banks, invoices, and payments windows. Oracle Release Management User s Guide

This manual describes how to manage high volume electronic demand by continually incorporating your customers demand into your order and planning processes. By explaining how to validate, archive, manage and reconcile incoming planning, shipping and production sequence schedules with updates to sales orders and forecasts, it enables you to electronically collaborate with your customers to more accurately manage demand. It also describes how to plan, create and manage trading partner layers for trading partner specific customizations. Oracle Sales and Marketing Connected Client User s Guide

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This guide describes how to set up your connected client, manage your account information, manage your database of contacts, and how to record, review and add information about an account, contact, or opportunity. This guide also describes how to view pending, current, and past customer orders, to create and track responses to promotional campaigns, track the effectiveness of a promotional program, and how to project your progress towards sales goals. Oracle Sales Compensation User s Guide

This guide describes how to categorize your sales revenue, how to define the data you need to Oracle Sales Compensation, and where to collect the data from. Each sales organization has different ways of paying compensation; thus each organization needs different types of data to calculate a compensation payment. This guide also explains how to setup and calculate compensation for a salesperson, adjust for sales credits, and view a salespersons performance against their quota. In addition, this guide also explains how to run a variety of reports for individuals or groups of salespeople. Oracle SelfService Web Applications Implementation Guide

This manual contains detailed information about the overview and architecture and setup of Oracle SelfService Web Applications. It also contains an overview of and procedures for using the Web Applications Dictionary. Oracle Shipping Execution User s Guide

This guide describes how to set up Oracle Shipping Execution to process and plan your trips, stops and deliveries, ship confirmation, query shipments, determine freight cost and charges to meet your business needs. Oracle Supplier Scheduling User s Guide

This guide describes how you can use Oracle Supplier Scheduling to calculate and maintain planning and shipping schedules and communicate them to your suppliers. Oracle Work in Process User s Guide

This guide describes how Oracle Work in Process provides a complete production management system. Specifically this guide describes how discrete, repetitive, assemble-to-order, project, flow, and mixed manufacturing environments are supported. Oracle Workflow User s Guide

This guide explains how to define new workflow business processes as well as customize existing Oracle Applications-embedded workflow processes. You also use this guide to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes. Other Implementation Documentation Oracle Workflow Administrator s Guide

This guide explains how to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes, as well as how to monitor the progress of runtime workflow processes. Oracle Workflow Developer s Guide

This guide explains how to define new workflow business processes and customize existing Oracle Applications-embedded workflow processes. It also describes how to define and customize business events and event subscriptions.

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Oracle Workflow API Reference

This guide describes the APIs provided for developers and administrators to access Oracle Workflow. Oracle Applications Flexfields Guide

This guide provides flexfields planning, setup and reference information for the Oracle Order Management implementation team, as well as for users responsible for the ongoing maintenance of Oracle Applications product data. This guide also provides information on creating custom reports on flexfields data. Oracle eTechnical Reference Manuals

Each eTechnical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications, integrate Oracle Applications data with non-Oracle applications, and write custom reports for Oracle Applications products. Oracle eTRM is available on Oracle Metalink. Oracle Applications Message Manual

This manual describes all Oracle Applications messages. This manual is available in HTML format on the documentation CD-ROM for Release 11i. Installation and System Administration Oracle Applications Concepts

This guide provides an introduction to the concepts, features, technology stack, architecture, and terminology for Oracle Applications Release 11i. It provides a useful first book to read before an installation of Oracle Applications. This guide also introduces the concepts behind Applications-wide features such as Business Intelligence (BIS), languages and character sets, and Self-Service Web Applications. Installing Oracle Applications

This guide provides instructions for managing the installation of Oracle Applications products. In Release 11i, much of the installation process is handled using Oracle Rapid Install, which minimizes the time to install Oracle Applications and the Oracle technology stack by automating many of the required steps. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to finish your installation. You should use this guide in conjunction with individual product user guides and implementation guides. Upgrading Oracle Applications

Refer to this guide if you are upgrading your Oracle Applications Release 10.7 or Release 11.0 products to Release 11i. This guide describes the upgrade process and lists database and product-specific upgrade tasks. You must be either at Release 10.7 (NCA, SmartClient, or character mode) or Release 11.0, to upgrade to Release 11i. You cannot upgrade to Release 11i directly from releases prior to 10.7. About Document

For information about implementation and user documentation, instructions for applying patches, new and changed setup steps, and descriptions of software updates, refer to the About document for your product. About documents are available on OracleMetaLink for most products starting with Release 11.5.8.

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Maintaining Oracle Applications

Use this guide to help you run the various AD utilities, such as AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and others. It contains how-to steps, screenshots, and other information that you need to run the AD utilities. This guide also provides information on maintaining the Oracle applications file system and database. Oracle Applications System Administrator s Guide

This guide provides planning and reference information for the Oracle Applications System Administrator. It contains information on how to define security, customize menus and online help, and manage concurrent processing. Training and Support Training Oracle offers a complete set of training courses to help you and your staff master Oracle Order Management and reach full productivity quickly. These courses are organized into functional learning paths, so you take only those courses appropriate to your job or area of responsibility. You have a choice of educational environments. You can attend courses offered by Oracle University at any one of our many education centers, you can arrange for our trainers to teach at your facility, or you can use Oracle Learning Network (OLN), Oracle Universitys online education utility. In addition, Oracle training professionals can tailor standard courses or develop custom courses to meet your needs. For example, you may want to use your organization structure, terminology, and data as examples in a customized training session delivered at your own facility. Support From on-site support to central support, our team of experienced professionals provides the help and information you need to keep Oracle Order Management working for you. This team includes your technical representative, account manager, and Oracles large staff of consultants and support specialists with expertise in your business area, managing an Oracle server, and your hardware and software environment. About Oracle Oracle develops and markets an integrated line of software products for database management, applications development, decision support, and office automation, as well as Oracle Applications, an integrated suite of more than 160 software modules for financial management, supply chain management, manufacturing, project systems, human resources and customer relationship management. Oracle products are available for mainframes, minicomputers, personal computers, network computers and personal digital assistants, allowing organizations to integrate different computers, different operating systems, different networks, and even different database management systems, into a single, unified computing and information resource. Oracle is the worlds leading supplier of software for information management, and the worlds second largest software company. Oracle offers its database, tools, and applications products, along with related consulting, education, and support services, in over 145 countries around the world.

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Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed. Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle Applications tables are interrelated, any change you make using an Oracle Applications form can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.

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1IntroductionThis chapter covers the following topics: Overview New Features in this Release Advanced Item Search Approval Enhancements Automatic Fulfillment Set and Line Set Assignment Blanket Sales Agreement Enhancements Catch Weights for Discrete Inventory Configuration Date Effectivity Enhancements Decimal Quantities for Options of ATO Configurations Display Choices for Freight Rating Drop Ship Across Sets of Books Drop Ship Change Management End Customer Exception Management Fulfillment with Wait International Trade Management Global Order Promising for ATO Configurations High Volume Pricing High Volume Shipping Interface Authoring and Negotiating Contract Terms Line Level Ship/Arrival Sets Move Add Change Disconnect (MACD) Multiple and Partial Payments Order Management Parameters Preview and Print Sales Documents Pricing & Availability Enhancements

Introduction

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Project/Task Changes for Booked Orders Publishing Plan Results to Oracle Order Management Reservation Enhancements Retroactive Billing Scheduling Flexibility Service Termination Simple Negotiation in Oracle Order Management Customer Location Expiration Date Purge Copy Seeded Workflows Quick Codes Supported Features of Quotes Relative to Sales Orders Versioning Implementation Documentation

OverviewThis release focuses on improving the speed of manually entering sales orders and processing large volumes of sales orders in bulk, increasing the accuracy in your order fulfillment processes, improving collaboration with customers and suppliers, and increasing the flexibility of your order fulfillment business processes.

New Features in this ReleaseNew features in this release include the following: Advanced Item Search, page 2-144 Approval Enhancements, page 1-4 Automatic Fulfillment Set and Line Set Assignment, page 1-4 Blanket Sales Agreement Enhancements, page 1-4 Catch Weights for Discrete Inventory, page 1-5 Configuration Date Effectivity Enhancements, page 1-6 Decimal Quantities for Options of ATO Configurations, page 1-6 Display Choices for Freight Rating, page 1-6 Drop Ship Across Sets of Books, page 1-7 Drop Ship Change Management, page 1-7 Exception Management, page 1-9 End Customer, page 1-8

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Oracle Order Management Users Guide

Fulfillment with Wait, page 1-9 International Trade Management , page 1-10 Global Order Promising for ATO Configurations, page 1-10 High Volume Pricing, page 1-10 High Volume Shipping Interface, page 1-10 Authoring and Negotiating Contract Terms, page 1-11 Line Level Ship/Arrival Sets, page 1-12 Move Add Change Disconnect (MACD), page 1-12 Multiple and Partial Payments, page 1-12 Order Management Parameters, page 1-13 Preview and Print Document Enhancements, page 1-13 Pricing & Availability Enhancements, page 1-14 Project/Task Changes for Booked Orders, page 1-14 Publishing Plan Results to Oracle Order Management, page 1-14 Reservation Enhancements, page 1-15 Retroactive Billing, page 1-15 Scheduling Flexibility, page 1-16 Service Termination, page 1-16 Simple Negotiation in Oracle Order Management, page 1-16 Customer Location, page 1-17 Date Expiration, page 1-17 Purge, page 1-18 Copy, page 1-18 Seeded Workflows, page 1-18 Quick Codes, page 1-19 Supported features of Quotes relative to Sales Orders, page 1-19 Versioning, page 1-19

Advanced Item SearchThe intent is to provide the Oracle Order Management user with an additional, expanded item search capability within the Sales Order window and the Quick Sales Order window. The user can search for items using criteria such as item description, category, catalog information, etc. This enables the user to select items by characteristics that vary frequently. For example a distributor of CDs, DVDs or Videos may take orders by Current Chart Position as well as Catalogue number, Artist, Title, etc. Once the search is complete and the item selected, that item is added to the sales order.

Introduction

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It does not replace the current Item LOV, but adds the ability for the user to search for items based upon item attributes. See: Advanced Item Search, page 2-144

Approval EnhancementsA workflow process for Approvals has been created to leverage in any business process where Approvals may be required. The Approver list can be setup easily in Oracle Order Management and tied to a specific transaction type. Workflow notifications provide users the details of the approval or rejection. The Approval activity has been seeded in the Negotiation Flow - Generic with Approval and the Order Flow - Return with Submission Approval. A List of Approvers can be defined through the Transaction Type or Approver window. See: Approvals, page 3-129

Automatic Fulfillment Set and Line Set AssignmentOracle Order Management enhances Line Set (Ship/Arrival) and Fulfillment Set functionality with seeded defaulting rules which will minimize the need for user action thus reducing error and keystrokes. Features include: Provide the ability to automatically assign all lines of an order to one Fulfillment Set. Allow defaulting header level Line Set (Ship/Arrival) and Fulfillment Set from Order Transaction Types Support removal and addition of a line from Lines Sets and/or Fulfillment sets from Order Import and Process Order API.

See: Ship Set For Each Line, page 3-201

Blanket Sales Agreement EnhancementsOracle Order Management continues to enhance Blanket Sales Agreements (BSA) to leverage common functionality including workflow, approvals, versioning, and processing constraints as well as include BSA-specific functionality such as inline pricing. Enhanced features include: Workflow enhancements: Negotiation and Fulfillment flows Internal Approvals Automatically attach Adobe Portable Document Format (PDF) of current BSA for Approvers to reference easily from workflow notification

Introduction of new processes to manage the BSA life cycle: Draft Internal Approval Customer Acceptance

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Oracle Order Management Users Guide

Terminate Expire Lost Close

Direct access to Oracle Sales Contracts Automatic and Manual Versioning Customer Acceptance captured in a new tab Ability to add customer items to a Price List Ability to author and negotiate contract terms on a Blanket Sales Agreement

New Pricing tab offers: Price List and Modifier List created through BSA are only updateable through that BSA and are therefore unique to that BSA Inline Pricing directly on the BSA lines for line-level discount % or discount amount Negotiate Range Breaks across release orders BSA will accumulate quantities and amounts ordered against it and price accordingly

Enhanced configuration support: Ability to define options, and option classes and service items on the Blanket Sales Agreement to hold price for configurations on releases Ability to define service items on the BSA to hold price on releases Enhanced sales documents with Preview and Print Security through Processing Constraints Copy Attachments

See: Blanket Sales Agreement Process, page 2-91

Catch Weights for Discrete InventoryCatch weight support allows the user to specify a secondary quantity and secondary UOM at the time of shipping and to reprice and invoice the order based on that quantity. Catch weight support in Oracle Order Management has been available only for Inventory Organizations which are enabled for Process Manufacturing. Now any catch weight enabled item, which is shipped from a Warehouse Management System (WMS) inventory organization or process enabled inventory organization, can capture the secondary quantity and secondary UOM at time of shipping. This actual quantity is used to determine the extended price for the order line and this price is prorated to determine the selling price for the primary quantity. See: Catch Weights for Discrete Inventory Overview, page 2-183

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Configuration Date Effectivity EnhancementsMany users require the ability to manage sales order and configuration changes on an on-going basis. As part of the increased flexibility provided to customers in handling the many dates used in processing orders within the supply chain, Oracle Configurator customers are now able to specify either the creation date of the model line or the system date until booking for validation of item effectivity in new or existing configurations. This option will be provided by an Order Management system parameter, OM: Configuration Effective Date. Based on the value of the Order Management system parameter, Order Management will pass the selected date (creation or system) to Configurator for the configurator effective date and configurator lookup date. To understand what this means, consider the following business scenario. A sales order for a configuration is entered on Day 1 but is not booked. On Day 2, the definition of the configuration changes an option becomes invalid. On Day 3, the sales order is changed. The configuration information is passed to the Configurator for validation. With the old behavior, the configuration would be validated based on the rules in effect on Day 1, the date that the configuration was originally created. With the new behavior, depending on the setting of the profile option, Configurator may validate based on the updated configuration rules from Day 2. See: Configuration Date Effectivity, page 2-223

Decimal Quantities for Options of ATO ConfigurationsWhile selecting options for a model, users can currently enter only whole integer quantities. Some businesses build products that need to be ordered in decimal quantities. We now provide the ability to specify decimal quantities when selecting options for ATO models, both in the Configurator and in the Options Window. For instance, if both the parent and child are set to integer values (indivisible flag on the item master = yes), then Configurator verifies that the ratio between the child quantity and the parent quantity is an integer, and that the ratio is between the child components minimum quantity and maximum quantity, inclusive. Or if the child allows a decimal (indivisible flag on the item master = no), the ratio should be allowed to take any value between the child components minimum and maximum quantities. See: Decimal Quantities for Options of ATO Configurations, page 3-96

Display Choices for Freight RatingOracle Order Management is expanding the integration with Oracle Transportation to provide users the ability to view eligible freight charges (contracted rates or otherwise) and choose between different ship methods (mode, carrier and service level). You can choose carrier/ship method for its rates, or for optimal delivery times. If multiple freight options exist, the user will be able to view all eligible freight options (including mode, carrier and service level) along with what the estimated charge and cost for each ship method as well as the estimated in-transit time and then indicate their choice. See: Display Choices for Freight Rating In Order Management, page 2-209

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Drop Ship Across Sets of BooksCurrently, drop ship lines can only be sourced from suppliers defined in the same Operating Unit or Set of Books as the Operating Unit in which the customer sales order is taken. Now we are providing the ability to drop-ship goods across Operating Units, Legal Entities, and Sets of Books. To understand this better, consider the following business flow. A customer places a sales order with a sales organization in the United States (Set of Books 1). The item that the customer has requested is sourced from a supplier in Canada (Set of Books 2). A purchase requisition and purchase order is automatically generated and sent to the supplier who ships the item directly to the customer. The supplier communicates shipment to the sales organization via ASN and sends an invoice to the American sales organization. An inter-company invoice transaction will be automatically generated between the US (SOB 1) and Canada (SOB 2) to compensate the Canadian organization for the cost of procuring the item for the American sales organization. The major features include the following: Oracle Order Management and Oracle Purchasing have enhanced the integration to handle drop shipments across Operating Units, Legal Entities, and Sets of Books (SOB). Purchase Requisitions and supplier Purchase Orders can now be created in different Operating Units. This will be supported for non-OPM customers. You will be able to see Requisition and Purchase Order information that are in different Operating Units within Order Managements Drop Ship Tab, Additional Line Information Window. With the enhanced Inter-Company transaction support, Inter-company Invoices will be generated between multiple Organizations (Operating Units, Legal Entities, Sets of Books) that are involved in a Drop Shipment flow. This will be supported for non-OPM customers.

See: Drop Ship Across Sets of Books and Change Management Overview, page 3-104

Drop Ship Change ManagementOracle Order Management has enhanced the drop shipment process by communicating additional data elements from Oracle Order Management to Oracle Purchasing and then to the end supplier, providing visibility to the Sales Order Number on t