How to Override List Price on Sales Order

Apps Version 12.1.3

Suppose you have a requirement from your client to manually override the list price on sales order line.

To implement the solution, you need to set the "OM: Discounting Privileges" to Unlimited and uncheck the Enforce List Price on transaction types to none.

You don't need to enter any manual modifiers

Some time even after setting above option you get the the online discounting error. in that case just go to transaction type and check uncheck the Enforce List Price.

OM: Discounting Privilege	Enforce List Price	Apply Manual Adjustment?
Full	Yes	No
Full	No	Yes
Unlimited	Does Not Matter	Yes
Non-overridable	Yes	No
Non-overridable	No	Yes
None	Does Not Matter	No

Ref : Master Note: Common Reasons for Error APP-ONT-250274- No Manual Discount Available, APP-ONT-250271 Online Discounting is Not Allowed Order Type Enforces List Prices(1105868.1)

Thanks

Mandeep

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Line Types in Purchasing

Line type in purchasing used to differentiate what we purchase. they are used reflect different characteristics for the items we purchase.

Types

• Value basis: Quantity and Purchase Basis: Goods: We use this line types when we know quantity and price of the item we are going to purchase. For example I want to purchase a laptop having price of 1000 dollars. So you know here quantity and per unit price. here while setting up You can also select if its used for outside processing. 

• Value basis: Amount and Purchase Basis: Services: This type of line type is used when you want to purchase services. Suppose you want to buy a consulting services to support oracle apps project or you want to install a wireless LAN. you can order for $1000 service.  Here while setting up price automatically became 1 and you can define unit which defaults on PO. you need not to create item for this  only description is enough. Also you can specify if you want to have receipt required which will default on po shipment.

• Value basis: Fixed price and Purchase basis: Service: This is available when service procurement is implemented. It is used to buy a fixed price general office service

• Value basis : Fixed price and Purchase basis: Temp Labor:  It is used when service procurement is implemented. Its where temp labor is fixed price like office cleaning. used for contract labor.

• Value basis : Rate Based and Purchase basis : Temp labor. It is also used service procurement is implemented. It used to if you want to order temporary labor service by per unit rate. For this you need to define JOB and then you can select UOM like day, hour or week and mention the price. For example need temporary clerk for 1 day or 1 hour or week. 

Thanks

Mandeep

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Types Of Move Order

Types Of Move Order

The move order was first introduced in 11i and are formal request to transfer material within same inventory organization

There are three types of move orders

• Requisition move order
• Replenishment move orders
• Pick wave move orders

Requisition move orders are manually created by users. You can set approval conditions for it at organization parameters like move order timeout period and move order time out action. if these conditions are set then unless it is approved by planner you can not transact it. You can allocate material before transacting the move order

Replenishment move order is auto generated move order from inventory replenishment methods like Min Max planning, Kanan replenishment etc. These move orders are preapproved and generated when material is sourced from another sub-inventory for same inventory organization

Pick Wave move orders are generated in Order management application. Pick release process generates the pick wave move order to move material from source to staging sub inventory. This is also an pre approved move order.


Thanks
Mandeep
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Oracle Purchasing Related Tables

Oracle Purchasing Related Tables

Table Name

PO_PRICE_DIFFERENTIALS_ARCHIVE

PO_PRICE_DIFF_INTERFACE

PO_COMMUNICATION_GT

PO_ADDRESS_DETAILS_GT

PO_REQUISITION_SUPPLIERS

PO_ENCUMBRANCE_GT

PO_SESSION_GT

RCV_GAPLESS_INVOICE_NUMBERS

PO_JOB_ASSOCIATIONS_B

PO_JOB_ASSOCIATIONS_TL

PO_RETRIEVED_TIMECARDS

RCV_FTE_TRANSACTION_LINES

RCV_ACCOUNTING_EVENTS

RCV_ACCOUNTING_EVENT_TYPES

RCV_ROUTING_HEADERS_OLD

PO_GA_ORG_ASSIGNMENTS_ARCHIVE

PO_VENDORS

PO_VENDOR_SITES_ALL

PO_DISTRIBUTIONS_ALL

PO_LINE_LOCATIONS_ALL

PO_SYSTEM_PARAMETERS_ALL

PO_REQUISITION_LINES_ALL

PO_REQEXPRESS_LINES_ALL

PO_RELEASES_ALL

RCV_SHIPMENT_HEADERS

PO_VENDOR_CONTACTS

PO_REQUISITION_HEADERS_ALL

PO_HEADERS_ALL

PO_NOTIFICATIONS_ALL

PO_QUOTATION_APPROVALS_ALL

PO_CONTROL_GROUPS_ALL

PO_ACCRUAL_RECONCILE_TEMP_ALL

PO_LINES_ALL

RCV_MC_SUB_LEDGER_DETAILS

RCV_RECEIVING_SUB_LEDGER

PO_VENDOR_LIST_HEADERS

PO_VENDOR_LIST_ENTRIES

PO_LOCATION_ASSOCIATIONS_ALL

RCV_TRANSACTIONS

PO_MASSCANCEL_INCLUDES_ALL

PO_UNIQUE_IDENTIFIER_CONT_ALL

PO_ASL_ATTRIBUTES

PO_SUPPLIER_ITEM_CAPACITY

PO_SUPPLIER_ITEM_TOLERANCE

PO_ASL_DOCUMENTS

PO_DOCUMENT_TYPES_ALL_B

PO_HEADERS_ARCHIVE_ALL

PO_REQ_DIST_INTERFACE_ALL

PO_REQUISITIONS_INTERFACE_ALL

PO_LINE_LOCATIONS_ARCHIVE_ALL

PO_EMPLOYEE_HIERARCHIES_ALL

RCV_TRANSACTIONS_INTERFACE

PO_UN_NUMBERS_B

PO_RELEASES_ARCHIVE_ALL

PO_LINE_TYPES_B

PO_DOCUMENT_TYPES_ALL_TL

PO_AGENTS

PO_APPROVED_SUPPLIER_LIST

FND_NOTIFICATIONS

CHV_HORIZONTAL_SCHEDULES

EDW_PO_VENDOR_HIERARCHIES

PO_MC_HEADERS

RCV_MC_REC_SUB_LEDGER

RCV_MC_TRANSACTIONS

RCV_SHIPMENT_LINES

PO_LINES_ARCHIVE_ALL

PO_DISTRIBUTIONS_ARCHIVE_ALL

POA_BIS_SAVINGS_RPT

PO_AUTOSOURCE_RULES

PO_AUTOSOURCE_VENDORS

PO_HISTORY_REQUISITIONS_ALL

PO_ACCRUAL_ACCOUNTS_TEMP_ALL

RCV_SERIAL_TRANSACTIONS

PO_QUALITY_CODES

PO_HISTORY_POS_ALL

PO_HEADERS_INTERFACE

PO_MC_DISTRIBUTIONS

PO_POSITION_CONTROLS_ALL

RCV_MC_SHIPMENT_HEADERS

PO_ACTION_HISTORY

PO_HAZARD_CLASSES_B

PO_AUTOSOURCE_DOCUMENTS_ALL

PO_REQ_DISTRIBUTIONS_ALL

PO_ACCRUAL_WRITE_OFFS_ALL

PO_REQEXPRESS_HEADERS_ALL

CHV_AUTHORIZATIONS

CHV_BUCKET_PATTERNS

CHV_CUM_ADJUSTMENTS

CHV_CUM_PERIODS

CHV_CUM_PERIOD_ITEMS

CHV_ITEM_ORDERS

CHV_ORG_OPTIONS

CHV_SCHEDULE_HEADERS

CHV_SCHEDULE_ITEMS

PO_ACCEPTANCES

PO_ASL_STATUSES

PO_CONTROL_FUNCTIONS

PO_CONTROL_RULES

PO_NOTE_REFERENCES

PO_NOTIFICATION_CONTROLS

PO_RFQ_VENDORS

RCV_LOTS_INTERFACE

RCV_ROUTING_STEPS

PO_COMMODITIES_B

PO_COMMODITIES_TL

PO_MASSCANCEL_INTERIM

PO_RELATED_TEMPLATES

RCV_LOT_TRANSACTIONS

POA_BIS_SAVINGS

PO_ASL_STATUS_RULES

PO_SI_CAPA_SN

PO_ONLINE_REPORT_TEXT

PO_INTERFACE_ERRORS

RCV_HEADERS_INTERFACE

PO_CHANGE_REQUESTS

PO_GA_ORG_ASSIGNMENTS

CHV_HISTORY_CUM_PERIODS

CHV_HISTORY_SCHEDULES

CHV_PURGE_CUM_LIST

CHV_PURGE_SCHEDULE_LIST

CHV_SCHEDULE_ORGANIZATIONS

FND_FUNCTION_PARAMETER_MAP

MLOG$_PO_ACCEPTANCES

MLOG$_PO_CHANGE_REQUESTS

MLOG$_PO_COMMODITY_CATEGOR

MLOG$_PO_SUPPLIER_ITEM_CAP

MLOG$_PO_VENDORS

MLOG$_PO_VENDOR_SITES_ALL

POA_BIS_SAVINGS_EFC

POA_BIS_SAVINGS_RPT_EFC

POA_BIS_SUPPLIER_PERFORMANCE

POA_BIS_SUPPLIER_PERFORMAN_EFC

POA_CM_DISTRIBUTIONS

POA_CM_EVALUATION

POA_CM_EVAL_SCORES

PO_ACCEPTANCES_SN

PO_ACCRUAL_WRITE_OFFS_ALL_EFC

PO_APPROVAL_LIST_HEADERS

PO_APPROVAL_LIST_LINES

PO_ATT_TMP_RECORDS

PO_CHANGE_REQUESTS_SN

PO_COMMODITY_CATEGORIES

PO_COMMODITY_GRANTS

PO_CONTROL_RULES_EFC

PO_DISTRIBUTIONS_ALL_EBS

PO_DISTRIBUTIONS_GT

PO_DISTRIBUTIONS_INTERFACE

PO_HAZARD_CLASSES_TL

PO_HEADERS_ALL_EBS

PO_HEADERS_GT

PO_HISTORY_RECEIPTS

PO_HISTORY_VENDORS

PO_LINES_ALL_EBS

PO_LINES_GT

PO_LINES_INTERFACE

PO_LINE_LOCATIONS_ALL_EBS

PO_LINE_LOCATIONS_GT

PO_LINE_TYPES_TL

PO_LOOKUP_CODES_OLD

PO_LOOKUP_TYPES_OLD

PO_NOTES

PO_NOTE_ATTRIBUTES

PO_ONLINE_REPORT_TEXT_GT

PO_PRICE_DIFFERENTIALS

PO_PURGE_PO_LIST

PO_PURGE_REQ_LIST

PO_PURGE_VENDOR_LIST

PO_RELEASES_ALL_EBS

PO_RELEASES_GT

PO_REQUISITIONS_INT_ALL_EFC

PO_REQUISITION_LINES_ALL_EFC

PO_REQ_DISTRIBUTIONS_ALL_EFC

PO_REQ_DISTRIBUTIONS_GT

PO_REQ_HEADERS_GT

PO_REQ_LINES_GT

PO_REQ_SPLIT_LINES_GT

PO_RESCHEDULE_INTERFACE

PO_RETROPRICE_GT

PO_RULE_EXPENSE_ACCOUNTS

PO_UN_NUMBERS_TL

PO_USAGES

PO_USAGE_ATTRIBUTES

PO_VENDORS_EBS

PO_VENDOR_SITES_ALL_EBS

PO_WF_CANDIDATE_REQ_LINES_TEMP

PO_WF_DEBUG

RCV_LOTS_SUPPLY

RCV_MC_SHIPMENT_LINES

RCV_PARAMETERS

RCV_SERIALS_INTERFACE

RCV_SERIALS_SUPPLY

RCV_SHIPMENT_LINES_EFC

RCV_SUB_LEDGER_DETAILS

RCV_SUPPLY

RCV_UPGRADE_STEPS

MRP_SOURCING_RULES

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Complete Back-to-Back Sales Order Cycle In Order Management

B2B or Back to back order flow is used to source material from vendor after demand is raised. System will automatically fire a requisition when material is not available in stock and Requisition is converted to a purchase order for material procurement. Lets have a look at complete setups and test cycle. This post will also covers the seeded Order To Cash Flow in Order Management.

Setup Steps

• Define Customers
• Define Item
• Assign item to a price list
• Sourcing rules > this is optional setup. we are not going to use this in our test case.

Step 1) Define Customer

For our test case we are going to use "w_Enterprise Builders" as our customer. customer setup we will cover in separate post.

Define Customer

Step 2) Define Item

Second Step is to Define the item and assign it to required organization

Please create a item "Car A" and assign it organization M1. You can use the template "Purchased Item" for the same.

Define Item for B2B Cycle

But Here make sure some attributes like Stockable, Transactable, Purchased, Purchasable, Customer Order enabled etc are ticked as shown in below screenshot.

Also most important setup is to tick "Assemble to Order" in Order Management Tab as B2B Process use ATO process workflow and also make sure in general planning tab, Make or Buy should be selected as Buy. 

Item Attributes for B2B item

Assign it org M1.

Step 3) Assign this Item to Corporate Price list

  

Third step is to assign this item to a price list. we are using Corporate Price list.

Assign Item to Price List

Please note I have given price as 10 on price list which is different from list price mentioned on the item

Test case

Step 1) Create a Sales order for customer "w_Enterprise Builders" and make sure the warehouse is selected as M1

Create a Sales Order

In Others Tab, select Warehouse as M1.

Now move to line Items and add item "Car A". You will see price of the item will default from Price list as 10.

Also Make sure the line ATO flag is ticked and source type on Shipping tab is Internal.

Save you work and progress the order

 You will see the status of sales order line will change to "External Req Requested"

Now run the requisition import. you can run it from both purchasing or Order management responsibility. Here give import source as "CTO" rest keep as default

Import Requisition

On successfully running of this request you will can see number of approved requisition created as 1 in output of the request. requisition number you can find from tools>reservation details>supply.

also sales order status is "External Requisition Open"

Our requisition number is 14818

Now navigate to PO responsibility and see the requisition

Use auto create form to convert this requisition into a PO.

AutoCreate PO

Po number created is 6809. Now approve this PO

Sales order line status will now be "PO open"

Make receipt against this PO

Receive B2B PO

after receiving and delivery so line Status will change to "Awaiting Shipping"

Now using release sales order form, release the order for  picking on shop floor

Release Sales Order

In shipping tab, please select auto pick confirm as No. If you select it as yes, the move order will be transacted automatically

In inventory tab, specify warehouse as M1 and keep auto allocate as Yes. you can not select auto allocate as no if the auto pick conform is selected as yes. auto pick confirm and auto allocate both related to move order.

Click concurrent. Line status on shipping transaction form will change to transact move order.

 Move order number generated is 4701038. copy this move order number and navigate to inventory  responsibility to transact move order

Transact Move Order

On successful completion of this step, shipping transaction form line status will change to pick confirmed and next step will be ship confirm

Now click on delivery tab and select ship confirm

Ship Confirm

Click on on confirm delivery form

Ship Confirm

A message will be displayed confirmation

See if ITS request got completed

Sales order line will change to shipped on completion of ITS request

Now run workflow background process to interface the data to AR and create invoice

Thanks

Mandeep

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Credit Check Functionality in Order Management

Credit Check Functionality is an important feature of Oracle Order Management and helps you to minimize the financial risk of your organization. Lets have a look at the setup steps

Setups

Step 1) First Step is to define Credit Check Rules

Navigate: OM> Setups>Credit

Define Credit Check Rules

a) Define a Name for the Credit Check Rule : "Credit Check Car Orders"

This rule we can apply at 

Ordering

Picking/Purchase Release

Packing

Shipping

b) Select Effective Dates for Credit Check rule

c) In options Tab, define Credit check level i.e. you want to credit Check at Sales Order Header or Sales order Line

d) Define Credit Hold Level i.e. where you want to place the hold. Either at sales Order header or at sales order line level

e) Define Conversion type. I f you use to enter order in some other currency other than functional then this conversion will be used to calculate credit limits

Define Credit Check Rules

f) In exposure tab, you can select, how total exposure value will be calculated i.e. what to include in deciding the exposure and compare it with the limit. You can use Open receivables, tax, returns etc

Step 2) Select Credit Check Box at Payment terms you are going to use

Select Credit Check on Payment Terms

Navigate : OM>setup>Orders>Payment Terms

Select Credit Check Box. This payment terms need to be there on order

Step 3) Define Credit Limit at Customer Site level

Navigate: OM>Customers>Standard

Search you customer and Navigate to site level and Profile Tab

Define Credit Limit at Customer Site level

Here you need to tick the "Credit Check" box

And in Profile Amount, you need to mention the amount limit for the order

Step 4) Add Credit Check rule in Transaction types

Add Credit Check rule in Transaction types

Navigate: OM>setup>Transaction Types> Define

Query for "Test Car Orders" and in Main Tab's Credit Check Rules, please add the credit Check Rules Defined in Step 1.

This Covers the Setup Part

Test Case

Create a SO having limit more than 200000.On Booking the order you will see the Credit hold is applied as value exceeds 200000.

Thanks

Mandeep

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Order Management Setups : Document Sequence

Let's have a look at one of the important setup in Order Management i.e. Document Sequence. To define your custom sequence for different documents like sales order, sales agreement in Order Management we use the document sequencing. Let's define Order Sequence for Transaction type "Test Car Orders".

There are four setups steps for the same

1) Define Profile Option "Sequential Numbering" as "Always" at site level

There are three options for this profile values

Always Used: You may not enter a document if no sequence exists for it.
Not Used: You may always enter a document.
Partially Used: You will be warned, but not prevented from entering a document, when no sequence exists.

2) Define Document Sequences

Navigate: OM>Setups>Shipping>Documents>Document Sequences

 Document Sequence

Here,
a) Give a name to your order Sequence,
b) Select Applications as : Order Management
c) Select effective dates
d) Type: Choose as Automatic.
e) Select a Initial Value. Lets take it as 2500 in our case.
f) Save your work

For Type, there are three options
Automatic: System will automatic assign the sequence and you can not enter the document number
Manual : You need to enter the document sequence number
Gapless: Some time for audit and legal purposes you need to set the order numbering as Gap less. Here system will prevent you to delete the order where you have selected the method as Gap less

3) Define Document Categories

You can create a document category for shipping documents such as a packing slip, bill of lading and assign it to a location or all locations.

But for for new transaction types, a new document category gets created automatically with same Name

4) Assign Document Sequence

After defining document sequences and categories, we need to assign document sequences to document categories.

 Assign Document Sequence

a) Select Application as Order Management
b) As already stated, transaction type is "Test Car orders". we will create new orders for this transaction type and will see the numbering for the same
c) Ledger: Vision Operations
d) Method: This the method of entering the documents. This is Optional

Automatic: if you are using some interface to create documents, then this numbering will take affects
Manual: manual way of entering the sales order then this will take effect


Now move to second Tab: Assignment

e) Give Start and end dates
f) Assign the document sequence created in the Second Step : Car Orders
g) Save Your Work

This Completes The setup Part. Now test case

Test Case for Document Sequence

Step 1) Create a new order type as "Test Car Orders" and save the headers




You see the Order number Started from 2500 as we have defined in our setups

Thanks
Mandeep

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