Scheduled Releases

Scheduled Release & Receipt

This demonstration involves release a planned scheduled releases

Steps involved:

1. Scheduled Release

2. Scheduled  Release Receipt

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1. Release the Planned Purchase Order.

Responsibility :  Purchasing : Purchase Orders : Release. 

Enter the Release Header

1. Navigate to the Releases window by selecting Releases from the menu or selecting the New    Release button in the Find Purchase Orders window.

2. Enter the PO number for the release you want to create. The list of values displays all blanket    and planned purchase order numbers that have been approved.      

3.  When you select a purchase order, Purchasing displays the Supplier, Site, and Currency for that     

order. Purchasing also displays the Status of the release and the current Total amount of the  release. 

Enter the Release Line:

1. Enter the Line Number.

2. Select the Purchase Order Line you want release.

3. Enter the Shipping Organization and Ship to Location.

4. Enter the Quantity and Promised Date.

5. Click on Agreement to verify the minimum release amount

 All the distribution information will be defaulted.       

Approve the Release  

1. Navigate to the Approve Document window by selecting the Approve button in a document entry window.

2. Select the Approval button to open the Approve Documents window.

3. Select Submit for Approval.

4. Choose OK.  This will approve the Purchase Order

2. Create Receipt.

Find Expected Receipts 

Navigation:  Purchasing : Receiving  : Receipts

1.Enter the Purchase Order Number.

2.Choose Find button.

Enter Receipt Header

In the Receipt Header form, the following fields will be defaulted.

1. Receipt Date 

2. Supplier 

3. Received By

Enter Receipt Line 

1.Select the line you want to receive.

2.For the Inventory destination type, enter the Subinventory into which the goods will be delivered.

3.All the other information will be defaulted.

4.If its a lot enabled item enter the lot details.

Enter the Lot number . Lot number can be generated or entered manually.

5.Save the Form. After saving the form the following activity will takes place automatically :

a.)Receipt Number is generated in the Receipt header form.

b.)The concurrent program Receiving Transaction process will be launched.

Receiving Transaction Summary

Click on receiving transaction summary to find the transaction details

Responsibility - Menu - Request Group Creation

Navigation: System Administrator: Security: Responsibility: Define

   
    Custom Responsibility

    Custom Menu

    Custom Request Group

Costing Table Names

Item Creation

  Navigation: Oracle Inventory : Items: Master Items

The only point to be noted when creating OPM Item is to enable all the flags in process manufacturing. Rest are same as creating normal inventory items.Create all the raw material and FG Items

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  Once Item Creation is done assign the Item to the Inventory Organization where you wish to do the transactions

Planned Purchase Order

 This demonstration involves creating a Planned Purchase Order manually 

Steps involved:

Enter the Purchase Order Header

Navigation : Responsibility : Purchasing : Purchase Orders : Purchase Orders 

Enter Purchase Order Header:

In the Purchase Order Header form, Enter the Supplier Name, the Supplier Site will get 

Defaulted and other mandatory fields.

Enter Purchase Order Line

1.  Select the Lines tabbed region in the Purchase Orders window.

2.   Enter the purchase line Number for the purchase order line. If you start a new purchase order line, Purchasing displays the next sequential line number available. You can accept this number or enter any line number that does not already exist. This number is used for all tabbed regions in the Purchase Orders window.

3. The Line Type will be defaulted once you navigate to the Line Type field.

4. Enter the Newly created Item Name. If you enter an item, Purchasing displays the purchasing category, item description, unit of measure, and unit price associated with the item.

5. Enter the total Quantity you are ordering on the purchase order line.

6. Enter the Promised date and time that the supplier promised delivery of the items.

7. Enter the Need By date and time when the requester needs the item.

Enter purchase order shipment information 

1.  For standard and planned purchase orders, you can navigate to the Shipments window by selecting the Shipments button in the Purchase Orders window.

2.   Enter the ship-to Organization. If you entered an item, you can pick only organizations in which  the item is defined. Note that you cannot update the organization once you have saved your work if the shipment has distributions 

3.  The Other information like Line Number, Ship To location ,  UOM , Quantity , Promised Date ,Need by Date are defaulted.

Enter Purchase Order Distribution 

1. Navigate to the Distributions window by selecting the Distributions button in the Shipments window. The Shipments window is accessed from the Purchase Orders window. You begin in the Destination tabbed region.

2. The destination type determines the final destination of the purchased items. By default the destination type will be selected as Inventory. ( Since while creating the Item we have selected the template as Finished Goods the Destination Type is defaulted to Inventory )

3.   If the destination type is Inventory, you can also enter the Subinventory. This is not mandatory.

4.   Enter the PO Charge Account, by navigating to this field the PO charge account is defaulted. This Charge Account is defaulted due to Purchasing Options setup.     

5.   Save the Form. A purchase Order Number will be generated.

Approve the Purchase Order  

1. Navigate to the Approve Document window by selecting the Approve button in a document entry window.

2. Select the Approval button to open the Approve Documents window.

3. Select Submit for Approval.

4. Choose OK.  This will approve the Purchase Order

Purchase Order Approved

 

Things to Know in Order Management

 Credit Check Rules

Maximum Days Past Due.

The Maximum Days Past Due field value specifies the number of day that you will allow an invoice to be past due before holding the customers orders. During the credit checking process, Order Management will verify that no invoices for the customer have been past due beyond the number of days you specified with this field. If there are any such past due invoices, the order is placed on credit hold.

Oracle Credit check Failure

1. If a customer is enabled with credit hold functionality then Sales Order gets into hold immediately regardless of the customer credit limits. If a user enters a new order it will go immediately on hold and will not book or progress further.

2. If a customer is enabled with credit check functionality then order gets into hold once credit check is failed. If the customer exceeds set credit limits, total exposure or has past due invoices, the orders will be placed on hold.

2.1 There are two credit limits, the order credit limit and the credit limit. The credit limit, if null is assumed to be unlimited. The credit limit specifies the maximum value of exposure that the Customer is allowed.

2.2 The order credit limit, if null assumes there is no maximum value per order. If specified is the maximum value of an order that can be placed.

The status of the sales order was not changed automatically once the hold is released. We need to manually book the order as it is the oracle standard functionality.

 

Advance Pricing- Promotion-Term Substitution

   Promotion-Term Substitution

If the person buy qty more than 5 then he will get payment term or Freight term or shipping method waived off to some other term which bring benefit to the customer.

Select the Modifier Type as "Term Substitution" and enter the quantity range

If the person buy qty more than 5 then he will get payment term or Freight term or shipping method waived off to some other term which bring benefit to the customer.

In our example we are going to modify the Payment Term based on the quantity ordered.

Transaction Process Flow

Now go and enter the sale order. You can provide the normal payment term here. This will be auto changed once the modifier is applied.

When you buy qty more than 5 the payment term will be changed.

Cancel the PO when there is change request exists

 To implement the solution, please execute the following steps:

1. Ensure that you have taken a backup of your system before applying the recommended solution.

2. Run the following scripts in a TEST environment first:

Script#1

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UPDATE po_headers_all

SET authorization_status = 'APPROVED', approved_flag = 'Y'

WHERE po_header_id = 10481132;

commit;

Script#2

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UPDATE po_line_locations_all

SET approved_flag = 'Y'

WHERE po_header_id = 10481132

AND po_release_id IS NULL

AND approved_flag = 'R';

commit;

Script#3

--------

UPDATE po_action_history

SET action_code = 'NO ACTION',

note = 'This is updated for Bug 5471980 '

WHERE object_id = 10481132

AND object_type_code = 'PO'

AND action_code IS NULL;

commit;

Script#4

---------

UPDATE po_change_requests

SET request_status = 'REJECTED',

change_active_flag='N'

WHERE

(

(DOCUMENT_TYPE='REQ'AND DOCUMENT_HEADER_ID='10635161')

OR

(DOCUMENT_TYPE='PO'AND DOCUMENT_HEADER_ID='10481132')

)

AND REQUEST_STATUS NOT IN ('ACCEPTED', 'REJECTED')

AND INITIATOR = 'REQUESTER';

commit;

Script#5

--------

UPDATE po_requisition_headers_all

SET change_pending_flag = NULL

WHERE requisition_header_id = 10635161; ----------Requisition Header Id

commit;

3. Once the scripts complete, confirm that the data is corrected.

4. If you are satisfied with the results, issue a commit.

5. Confirm that the data is corrected when viewed in the Oracle Applications.

6. If you are satisfied that the issue is resolved, migrate the solution as appropriate to other environments.

Blind Receiving

  Enabling allow blind receiving will default the receiving quantity to “0”, but blind receiving will let the users receive more than what has been ordered  and will not honor the receipt tolerances configured in the systems, be it providing a warning or giving error message to users if the receiving quantity is more than Ordered quantity. 

If business team is okay you can enable blind receiving, but in understanding blind receiving is a functionality to allow users to receive more than what has been ordered without any restrictions.

In general, receiving screens/forms defaults the pending quantity to be received on the Order and users needs to manually change the quantity they are receiving into the system.

If we use blind receiving it might default the quantity to 0 but will impact the Receipt tolerances not being honored. 

Advance Pricing- Promotion- Other Item Discount

 Promotion- Other Item Discount

It means that when you buy the list of products only then discount will be applied on the main product

For example only when you buy the CPU and Keyboard discount will be given for the Monitor.

Select the modifier type as "Other Item Discount". Here i am not going to give any restriction.

Click the define details

Enter the additional buy products and enter the product which need to get discount when we buy the item mentioned in the modifier.

Transaction Process Flow

Now go and create the sales order. The item price for both the items remains the same without any discount . 

The item price for FG test item  is 5 .Only when you enter the 3rd item and save discount will be applied to that.

Action >View adjustments . 10% discount applied to the 3rd Item.

Advance Pricing-Promotion -Item Upgrade

 Promotion -Item Upgrade 

To use Item upgrade option 1st you have to set Item relationships

When you order From item,  To item will be delivered instead when qty meets the range specified.

Set the Modifier Type as " Item Upgrade" and the Volume Type and Range.

Provide the Upgrade Item

Transaction Process Flow

Create the sales order. Now when the qty exceeds the value 5 it will update "To Item" in the sales order with same price.

Once you save the order. The ordered item got changed automatically 

Once you save the new item will get upgraded. When you save the modifier will be in effect . The Item number will change but with same price.

Output

1. Item #TRB1H-87956  is the old item example shampoo for 100 ml with price 10

2. Item# FG-Test Item is the new item created because now the same shampoo is given with offer as 150 ml with same price 10 . This is were the item upgrade will be used.

Advance Pricing- Price Break Header

   Discount -Price Break Header

Select the Modifier Type as "Price Break Header"Enter the Break Type as "Point"  and Volume Type as "Item Quantity"Price Break tab will be enabled if modifier is selected as price break header. Select the adjustment type as "Discount".Enter the Price break quantity range to apply the corresponding discount.

It means if you order 5 to 100 qty 10% discount will be applied.

If you order 101 to 150 qty 20% discount will be applied.

If you order 151 to 200 qty 30% discount will be applied.

Transaction Process Flow

Create the sales order. Save the transactions.

Click on Actions > View Adjustments to check the modifier got applied.

Output

The quantity is entered as 150 it falls into the 20%discount.

Which is Unit Price 10 * Discount Percentage 20/100 = 2

New Unit Price :10-2 =8

Advance Pricing- Promotion- Coupon Issue & Discount

  Promotion- Coupon Issue & Discount 

Here in this promotion 1st you can create the discount and then you can restrict the discount . When this discount need to be applied like only when you apply the coupon code discount will be applied.

Enter the Volume Type as "Item Amount" and Break Type as "Point"

Provide the Application Method as Percentage with the Value 

Now this modifier is open we have to restrict it . So only when he issue coupon this discount should be availed by the customer. Only when he buys qty of 1000 value we should issue coupon to him & and should be given 10% discount when we buys more than 200 Dollars

Now he can use the coupon only when it is provided the discount will be availed.

Transaction Process Flow

Create and book the sales order

Click on Actions > View Adjustments

You can use this coupon code for next time discount when you buy more than 200 dollar its based on the limit we set.

New Sales Order

Enter the qty and save the order

Now go to promotion /pricing attribute

Go to Coupons and search the coupon given to u to avail the discount.

Now you can see the 10% discount is availed.

Output

1. If our sales order value is more than 1000 then coupon will be issued. We can make use of this coupon code to get the discount for the upcoming sales order.

2. When we create new order for value greater than 200 we can claim this coupon to get the discount.

3. This value limit is based on what we set at the modifier level.