Enter the appropriate search criteria to pull up your drop ship...

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Enter the appropriate search criteria to pull up your drop ship order transaction such as your item and the correct date and click the Find button.

The inventory transactions for your drop ship order are the following:


An inventory receipt which incremented inventory with the quantity received. Since the items are not physically being received, but are being received by the drop ship customer an offsetting transaction will take place. This offsetting transaction is the sales order issue transaction, which will issue the items back out of inventory.

Now, these lines are ready to be invoiced. Schedule the Invoicing Activity from the Workflow Generator in System Administrator and then run AutoInvoice from Oracle Receivables to Invoice customer. Also, any landing or special charges imposed by the supplier for the drop shipment can be passed to the customer. Freight and Special charges can be imposed automatically.

Changes and Cancellations

The Sales Order in Order Management and the Requisition or Purchase Order in Purchasing (depending on the status of the order in Purchasing) are not tightly integrated.

What this implies is that when a change to the Sales Order occurs due to changes to the original order placed in the Order Management module, the changes do not carry over to the Purchasing module once the Purchase Release program has run.

Prior to the Purchase Release running, making necessary changes (change or cancellation) to the Sales Order only will change the data in the Sales Order. These changes will not be transmitted over to the Purchasing module. Use the Sales Order and Purchase Order Discrepancy Report to view differences between your dropship sales orders and their associated purchase requisitions and orders.

Changes and Cancellations of sales orders or sales order lines are handled in the same way as regular sales orders. The only change in process is that the person making the changes to the sales order in Order Management needs to be aware that changes will need to be made in Purchasing for any order lines that have been Purchase Released. If this is not done, run the above report to see the discrepancies, and update the Purchasing information as necessary. The report shows the following differences between the document in the 2 modules:

Order quantity, Ship-to location

Due date, promise date, schedule date

Cancellation of order or line

Hold placed on an order/line Purchase Order quantity

Purchase Order item

Further details of the process for a change to a Sales Order can be found in the OM Change Sales Order Process, OM Cancel Sales Order Process and the OM Cancel Sales Order Training documents.

View Purchasing Information

Once the Purchase Release and Requisition Import programs have run successfully, a Purchase Requisition should be created in the Purchasing module. To view the Purchasing information for this order:

In the Order Management responsibility:

Navigate to Orders, Returns> Orders Organizer This displays the Find Orders form.

Enter the Order Number or any other set of criteria to bring up the orders to view. Select the Find button. The Sales Order form displays.

Select the order to be viewed, and select the Lines items tab.

Choose Actions button and Select Additional Line Information

Select the Drop Ship tab:

The Purchasing Information displays:


At this point, the view only form displays the Requisition Number for the Order Lines, and the status that the lines are in. To view the actual Purchase Order, choose the Purchasing button .


12. Return Material Authorization

There are two ways in which to create an RMA in Oracle:

Create a New Return which will create the RMA from scratch

Copy an original order into an order with an RMA Order Type

R2i is delivered with four different RMA Order Types, each with a different Order Cycle:

RMA with Credit is used when the customer is going to be returning a physical product and will also be receiving a credit in Accounts Receivable as a result of the return.

These types of returns are for:

Defective Product

Customer does not like the product

Product does not meet the customers expectations

RMA no Credit is used when the customer is receiving authorization to return the product but will not be receiving a credit as a result of the return.

These returns would be for: Evaluation Orders, Samples, Other orders where the customer was not originally charged for the product.

RMA Credit Only is used when the customer will be receiving a credit, but the physical return of the product is not required.

These credits are generally used by software companies when the customer destroys the CD or disk and erases the software from their machine, but no physical thing to return.

RMA with Credit and Approval is used in the same manner as an RMA with Credit but this order cycle includes an approval process that requires someone to approve the RMA before it is booked. In order for an order/return or order/return line approval workflow to work correctly the profile option OM: Notification Approver must have a value.

Creating a New Return (RMA with Credit)

Select: Order Management responsibility

Navigate to: Orders, Returns > Order Organizer or

Orders, Returns > Sales Orders

Select: New Order button if using the Order Organizer


Customer: Enter Customer Name (Customer Number will default in).

Customer Number: Alternatively, enter Customer Number and the Customer Name will default in.

Order Type: RMA Order with Credit

Customer PO: Enter a Customer PO number if the order type you selected requires it.

Date Ordered: The Current Date will default in as the Order Date. You may change this date or accept the current date.

Customer Contact: Enter a Customer contact (optional).

Order Number: Oracle will assign the RMA number as soon as the information is saved if automatic numbering is enabled.

Price List: Select a price list from the list of values

Ship To: Enter the customers ship-to address from the list of values or accept the default. (Not required for Returns)

Salesperson: Enter the Salesperson

Status: The initial entry status for an RMA is Entered. After Booking the RMA status will changed to Booked.

Currency: Select the currency for the RMA from the list of values or accept the default.


Bill To: Enter the customers bill-to address from the list of values or accept the default.

Order Information Others

Payment Terms: Payment Terms are user-definable and must be setup in advance. (Setup>Orders>Payment Terms). Select from the list of values or accept the default. (Not required for Returns)

Sales Channel: Sales Channels are user-definable and must be setup in advance (Order Management Quick Codes). Select a Sales Channel from the list of values or accept the default.

Warehouse: Select a Warehouse (inventory organization) from which Returns will be received.

Shipping Method: Not used for Returns

Line Set: Not used for Returns

Freight Terms:

FOB: Defaults (In order, from Ship-To, Bill-To, Customer, Order Type, or Price List)

Shipment Priority: Defaults from Order Type

Shipping Instruct: Shipping instructions are printed on the pick slip. Since this is a return do not use this field.


Packing Instructions: Packing instructions are printed on the pack slip. Since this is a return do not use this field.

Tax Handling: Select from the following:

Exempt Indicates that this order is exempt for a normally

taxable customer site and/or item. If you select exempt

you must enter a reason for exemption.

Require Indicates that this order is taxable for a normally non-

taxable customer and/or item.

Standard Indicates that taxation should be based on existing

exemption rules. If the customer has a tax exemption

defined, Order Management displays any certificate

number and reason for the exemption in the

corresponding fields.

Tax Exempt Number: If you choose Exempt in the Tax Handling field then select an existing certificate number for the ship-to customer, or enter a new, unapproved exemption certificate number.

If you chose Standard in the Tax Handling field, an existing exemption rule may display a certificate number in this field.

Unapproved exemption certificate numbers can be approved using the Tax Exemptions window.

Exempt Reason: If you chose Exempt in the Tax Handling field then select an exemption reason.

If you chose Standard in the Tax Handling field, an existing exemption rule may display an exemption reason in this field.

You can define tax exemption reasons using the Receivables Quickcodes window.

Payment Type:

Amount: Optional unless the payment type selected requires it.

Check Number: Optional unless the payment type selected requires it.

Credit Card Type: Optional unless the payment type selected requires it.

Credit Card Num: Optional unless the payment type selected requires it.


Card Holder: Optional unless the payment type selected requires it.

Card Expiration Date: Optional unless the payment type selected requires it.

Approval Code: Optional unless the payment type selected requires it.

Order Source: If the RMA is copied from an existing order/return Copy will appear in this field.

Order Source Rule: If the RMA is copied from an existing order/return the original order/return number will appear in this field.

Line Items Tab - Returns

Line: This field will automatically be populated.

Ordered Item: Enter the Ordered Item from the list of values.

Qty: Enter the quantity to be returned.

Return Reason: Select a defined reason from the list of values.

Line Type: Select a line type. A line type may default depending on the transaction type setup. Select a line type from the list of values if you wish to change the defaulted value.

Reference: Select the appropriate Reference Type. Use the Reference Type if you want to refer to a specific Invoice, Purchase Order, or Sales Order. These references


must be for transactions originally placed in Oracle. You have the option of leaving them blank, in which case the customers credit will be placed On Account when it interfaces to Accounts Receivable. On Account credit memos may be applied to invoices at a future time.

Order: If referencing a Sales Order then enter the Sales Order number.

Line: If referencing a Sales Order enter the appropriate line number from the Sales Order referenced.

Note: If creating the RMA using the copy function the information in the copied Sales Order will automatically populate in this field.

Invoice: If you enter Sales Order or Invoice in the Reference field, then you have the option of selecting a specific invoice in the Invoice field. This would allow for a Credit Memo to be created and directly applied to this invoice. Leaving this field blank will yield an On Account credit memo in Receivables.

Invoice Line: If referencing an Invoice, enter the appropriate line number from the Invoice referenced.

Credit Invoice:

Item Revision:

Line Items Tab Main


UOM: The UOM will default in based on the item selected to be returned.

Unit Selling Price: The price defaults in from the invoice, purchase order, sales order, or invoice if selected in the reference field, otherwise, it will default from the price list selected on the Return.

Creating a Return using the Copy Function (RMA with Credit)


Navigate to: Orders, Returns > Order Organizer

Query: Query an existing order or return to copy from.

Select: Actions button in the Order Organizer window

Select: Copy

Quick Copy Tab:

Select: Create New Order

Change Order Type To: Select RMA Order with Credit

New Order Number: Enter a new RMA number for RMA order types that require manual numbering.

Copy Header Tab


To exclude child entities (lines, sales credits, notes, descriptive flex, and holds) or to re-price, navigate to the Copy Header, Copy Line, and Pricing Options tabs and deselect options as desired.

Note: The OM: Credit Card Privileges profile option determines whether you are able to copy customer credit card information.

Copy Lines Tab


Change Line Type To: Select RMA Line with Credit

Return Reason Code: Select a return reason from the list of values.

Include Lines: Includes the lines from the original order/return.

Include Descriptive Flex: Includes the descriptive flexfield values from the original order/return.

Include Attachments: Includes the attachments from the original order/return.

Include Fully Cancelled Lines:

Determine whether to include/exclude fully cancelled lines when using the copy feature. If fully cancelled lines are included, the lines are copied over with the original ordered quantity.

A common use of the Copy function is in the case where a customer wants to return all or part of a previous sales order. You may use the Copy function to create the return based directly on the information contained in the original sales order.

Another advantage of using the Copy function to create your RMAs is in the case where the customer will be receiving a credit for the return, Oracle can use the original sales order number to identify the original invoice in Accounts Receivable, and apply the credit directly against the original invoice.

When creating returns for configurations, copy the model line. Select the specific order lines and copy them as return lines to return individual components of a PTO configuration.

Pricing Tab


At Original Selling Price: Select this option if you want the return to contain the original selling price in the originating order or return. Retaining the original pricing will retain all discounts and charges and the Calculate Price Flag is set to Partial for return lines.

Re-price as of this date: If you choose to re-price, specify the pricing date. Manual discounts and charges are removed and automatic discounts and charges are recalculated.

Select: OK button. This will perform the copy and close the window.


If any validation errors occur, message(s) in the Messages window are displayed and indicates that an order was successfully created.

Select: Continue button. The newly copied order is available through Order Organizer.

To update and book the RMA, select the RMA from Todays Orders in the Order Organizer window.

Select: Open button.


The original sales order from which this RMA was created is identified both at the header level (in the Order Source field of the Others tab) and at the line level (in the Order Source field of the Main tab).

You have the option to manually make changes to this RMA before booking it. For example, the customer may only want to return part of one line or not return another line at all.

You may optionally update the Receive From and Credit To Addresses using the Addresses Tab in the Line Items Tab.

Under the Actions button are several other options:

Promotions/Pricing Attributes You may optionally apply Discounts to each lines at this time (assuming that Discounts have been defined and you have the appropriate discounting privileges). A Discount will decrease the amount of the credit the customer will receive.

Return Lot/Serial Numbers You can enter lot and serial numbers for the return.

Sales Credits - If the Sales Credits button was checked in preparing the Copy then Sales Credits for the return will be derived from the original order. You may change the Sales Credits for the return if you wish by using this option.

To book the order select the Book Order button.

Creating a New Return (RMA no Credit)






The process for creating an RMA no Credit is identical to creating an RMA with Credit. You have the option to create the RMA using the New Return option or the Copy option. The only difference between the two processes is that the Invoice Interface does not exist in the workflow for an Order Type of RMA no Credit. As a result, no credit memo will be created for this RMA.

Note: Oracle does not provide a seeded workflow process to handle RMAs with Receipt no Credit; therefore, the R2i control environment provides a custom process to fulfill this need. For further information on this custom process refer to OM Transaction Types Setup and R2i OM Order Line Workflow Package.

Creating a New Return (RMA Credit Only)





The process for creating an RMA Credit Only is identical to creating an RMA with Credit. You have the option to create the RMA using the New Return option or the Copy option. The only difference between the two processes is that the Fulfillment activity does not exist in the workflow for an Order Type of RMA no Credit. As a result, no physical return of product is required.

RMA Receipt

Select: Purchasing Super User R2i responsibility

Navigate to: Receiving > Receipts

Select: The Inventory Organization for the Receipt (not Global).

Select: OK button.


Select: The Customer tab in the Find Expected Receipts window.

RMA Num: Optionally enter a specific RMA number.

Line Num: Optionally enter a specific line number on a specific RMA.

Note: Can only enter a line number if you have enter a number in the RMA Num field.

Line Type: This field will populate automatically if you enter a value in RMA Num. If you do not enter a value in RMA Num you can optionally select a line type.

Customer: Optionally select a customer from the LOV. If you enter a value in RMA Num, this field will populate automatically.

Customer Num: Optionally select a customer number from the LOV. If you enter a value in RMA Num, this field will populate automatically.

Customer Item Num: Optionally select a customer item number from the LOV.

You can further search for expected receipts using the Item, Date Ranges, and Shipments tabs.


Select: Find button.

All the receipt lines that meet the search criteria are displayed in the Receiving Transaction form. Only lines with a Destination Type of Inventory can be delivered to Inventory.

Select: Checkbox next to receipt line to be delivered to inventory.

Quantity: Enter the Quantity to be delivered.

Subinventory: Enter the subinventory where the items will be delivered to.


Save. Once the transaction is saved a receipt number is assigned.

For more information on Receiving Transactions in Purchasing refer to related R2i Purchasing Training documentation.

Viewing the Status of an RMA

The Sales Orders window displays the RMA header status in the Main tab of the Order Information tabbed region. The RMA line status is displayed in the Main tab of the Line Items tabbed region.


The Workflow Status option on the Sales Order window Tools menu launches the workflow status page. The window shows in tabular format all the activities an RMA header or line has completed and the corresponding results. See the OM Order and Line Workflow Overview document for further details on Order Management Workflows. Refer to R2i Monitor Workflow Processes Training document under the application module Application Object Library for more information regarding the workflow monitor.

Note: In order to view workflow status from the Order Organizer the menu attached to the responsibility in use must have two functions assigned to it: Monitor Activities List and Workflow Status. For more information see the appropriate AOL documentation.

Close the RMA

Closing RMAs that are complete enhances performance, since many programs, windows and report queries retrieve open RMAs only.

An RMA line is closed automatically once it has completed its corresponding workflow successfully. An RMA header is closed at the end of the month once all the lines have been closed.


Cancel sales orders, order lines, returns, and return lines. Order Management automatically adjusts reservations for canceled lines. The order cancellation feature of Order Management enables you to specify who has the authority to perform a cancellation request. Cancellations look at constraints. If you are allowed to cancel sales, the system will perform a cancellation request. Once a line or order is cancelled, the workflow closes the line.

Processing constraints for orders and returns determine whether you can cancel orders, returns, and lines based on their workflow status. In addition to your user defined processing constraints, system defined rules exist. Under these rules you cannot cancel an order if:

It has been closed.

It has already been cancelled

A work order is open for an ATO line.

Any part of a line has been shipped or invoiced.

Any return line has been received or credited.

Order Management honors processing constraints that you define for the Cancel operation that are stricter than these rules, but if you define any that conflict with these rules, they are ignored.

Define processing constraints for cancellations. Depending on how you set up constraints, the system may or may not have a cancellation concept. To set up a system without cancellation, define a system constraint that says cancel is not allowed after the line is shipped. And there are not user constraints. Decrementing is not allowed after the line is shipped, and all decrements in quantity before shipping will be treated as decrements, not cancellations. The reason for the change is recorded when provided by the user but it is not required for proper processing.

To use cancellation, you can define a system constraint that says cancel is not allowed after the line is shipped, and a user constraint that says cancellation requires a reason if the line is booked. Then, cancellation is not allowed if this line is picked. In this case:

Cancellation is not allowed after the line is shipped because of a system constraint.

If Quantity is decremented before the line is booked , then it is a decrement of quantity and not a cancellation. The reason is stored if provided, but it is not mandatory.

If Quantity is decremented after the line is in a booked status, the reason is required and the system treats the revised quantity as a cancellation.

Oracle allows you to cancel all or portions of a sales order or an RMA under the following conditions:

The order has been booked.

If the order has yet to be booked, you may simply delete the line or the order directly in the Sales Order Management form. You do not have to proceed to the Cancel form if the order has yet to be booked.

If the order/line has already been Pick Released, you can cancel. The processing constraint can restrict cancellation of a line if it is partially picked, but will not handle any partial request. Order Management will either cancel all lines or no line during the pick release process.

If the order contains a line that has been cancelled.

If the order contains a line that has reservations (reservations are automatically adjusted).

Canceling an order results in:


Cancels the lines and sets open quantity to zero.

Sets the order workflow status to cancelled.

The procedure to Cancel an RMA order or RMA order lines is the same as Canceling a regular sales order.

Configurations

The allowed cancel quantity for a model line includes the complete configuration. You can cancel complete models from the model line, or cancel individual components below the model line, or cancel individual components below the model line as long as you maintain configurations in complete proportions. If you cancel a model from the model line, Order Management automatically cancels the option items, option classes, and included items in full ratios of the cancelled quantity. Partial models cannot be cancelled.

You cannot cancel partial quantities of option lines that would result in incomplete configurations. If you have shipped partial quantities of components in a PTO configuration, you may cancel the leftover incomplete configurations.

Mandatory ATO Option Classes

In ATO configurations, Order Management prevents you from canceling mandatory option classes, and from canceling the last remaining option item from a mandatory option class. Such components cannot be cancelled because the AutoCreate Configuration Items program in Oracle Bill of Material would fail if an option class was missing a mandatory component in an ATO configuration.

Included Items

Included items are automatically cancelled when you cancel the option item, class, or model with which they are associated. If you have shipped some included items before their corresponding option item, class, or model and you attempt to cancel the option item, class, or model, the system automatically cancels the remaining included items.

Returns

The allowed cancel quantity for a model item does not include the complete configuration for returns of PTO configurations. Return lines are entered as an individual line, not as configurations. Therefore, if you want to cancel a complete configuration, you must cancel the model line and the individual component option lines.

Internal Orders

You can partially or fully cancel the line quantities on internal sales orders. If you cancel an internal sales order, order line, you get a warning message that is related to an internal requisition that you also need to cancel

Service Orders

You can attach service to an order at the time you place the order in Order Management or at a later time through Oracle Service. Base warranties are attached to items through the bill of material. If you order service after the serviceable part has already shipped, the service will be created as a delayed service with the appropriate service reference information.

When canceling service orders and lines:

You can partially cancel a serviceable item or an ATO or PTO model with service attached without canceling the service itself.

If you fully cancel a standard item, the service is also cancelled.

You can fully cancel service that was attached to a line at order entry.

You cannot partially cancel service that was attached to a line at order entry.


In Order Management, you cannot cancel a service order that was generated through Oracle Service. You must cancel it using Oracle Service.

Cancel an Entire Order or Return

Navigate to: Orders, Returns>Order Organizer

Query the order you would like to apply the cancellation.

Choose the Open Order button.

From the Sales Orders Window, choose the Actions button and select Cancel from the menu.

The Cancel Order(s) window displays:

Enter the following:

Reason: Enter a Cancellation Reason (Cancellation Reasons must be set-up in advance and may then be selected from the List of Values).

Comment: Enter Comments (optional)

Choose OK to cancel the entire order or return or select the Cancel Remaining Lines button and all the lines that are eligible for cancellation for that order will be cancelled without the order itself being cancelled.

This step is irreversible. If you want to cancel an order, do so before any of the order lines are shipped or invoiced (cancel before the Invoicing Activity runs).

Cancel One or More Order Lines (Full or Partial)


Query the order lines/return lines you would like to apply the cancellation.

Choose the Open Order button.

Choose the Line items tab


View and/or change the Quantity to Cancel in the order/return line. If you try to cancel a quantity for a line that would violate the processing constraints, a message will appear stating which processing constraint is preventing you from canceling that line.

Multi-select the order lines you wish to cancel.

Choose the Actions button and Cancel option from the menu.


The Reason - Cancel Line(s) form displays:

Reason: Enter a Cancellation Reason (Cancellation Reasons must be set-up in advance and may then be selected from the List of Values).

Comments Optionally enter Comments.

Choosing OK performs the cancellation and saves your changes. This step is irreversible.

The Order/Return Line changes to Cancelled.

Processing Constraints

To prevent a responsibility from cancelling:

Navigate to: Setup>Rules>Processing Constraints


Select the entity to be constrained.

Select the operation to be constrained.

Enter the constraining conditions.

In the Applicable To Tab:


Select the responsibilities authorized to perform this operation. Save the constraint.

To allow a responsibility to cancel when a reason is provided:

Select the entity to be constrained.

Select the operation to be constrained.


Select the action to be taken if this constraint occurs.

Enter the constraining conditions.

Enter the responsibility constrained from performing this operation.

Save the constraint.

Viewing the Status of a Cancelled Order or Line

Navigate to: Orders,Returns>Order Organizer

You may view the current status of a sales order in the View Orders form.

Query the Order or Line information for the cancelled Order or Line


In the Summary Tab:


In the Lines tab:

Status should be Cancelled.

Oracle provides the ability to create, apply, and release user-defined Sales Order Holds. Holds are assigned a Hold Type and are authorized for application and release for specific Responsibilities.

You can define holds that are effective only at certain steps of the order or line workflow, as well as, holds that apply regardless of the stage in the orders flow. Holds can be defined to be specific for pick, pack, or ship activities. Holds may be designed to be applied automatically, or may be applied manually based on set criteria you define.

Hold Sources

Hold sources allow you to apply a particular hold to a group of existing orders, returns, or their lines, and to new orders or lines meeting your criteria. A hold source is the combination of a parameter (i.e. customer) and hold name that you specify. Hold sources are valuable when you want to hold all current and future orders for an item, customer, order, warehouse or customer site (bill-to and ship-to locations). For example, you create a hold source to hold an unreleased item. Once the item is available, you simply remove the hold source for the item, and all holds on individual order lines are released. A hold source can:

Hold all existing and new orders, returns, or their lines that meet your hold source criteria.

Hold some existing and new orders, returns, or their lines from the Order Organizer window.

Hold only new orders, returns, or their lines that meet your hold criteria.

Credit Checking

You can automatically prevent shipping of products to customers with unacceptable outstanding credit exposure using automatic credit checking.

In the Transaction Order Type set-up you may opt to have Credit Checking occur at Sales Order Booking, at Shipping, or both (which you may want if you have long lead times between Booking and Shipping).

The Credit Checking can be enabled in the following 3 places:

For the specific Payment Term


For the specific Customer

For the specific Transaction Order Type

You must define Credit Limits for each of your Customers. You can determine balances to include when calculating total credit exposure, and set total exposure limits for a customer or customer site.

These limits may default in with the Profile Class or be manually maintained in the Profile: Amounts alternate region in the Customer Master.

You must define a Credit Limit which is the total limit at any one time for the Customer, as well as an Order Credit Limit, which is specific to an individual sales order.

Oracle uses all of these criteria to place sales orders on Credit Check Hold.

You can control who is authorized to release Credit Check holds when you want to make an exception or when the customer's credit balance is acceptable.

Also, Oracle maintains a complete audit trail of credit check holds so you can track who applied or removed each hold, the date it was applied or removed, and why.

Hold Release

Holds are released automatically when you supply a hold expiration date. Once the date is reached, the

Order can proceed along its workflow. Releasing a hold source release all the orders, returns, and lines to which that hold source applied.

Note: You must set up and run Release Expired Holds concurrent program on a nightly basis to take advantage of the expiration date based release of holds.


Create Holds

Navigate to: Setup>Orders>Holds


Name: Enter the name of the new Hold

Description: Enter a Description for the new hold

Type Select a valid Type of hold from the list of values

Workflow Item: Select a Workflow Item from the List of Values. The Hold activates as soon as the workflow item has a status for the applicable order. For example, will go into effect as soon as the sales order has a status for that cycle action. For example, the Hold example below will go into effect as soon as the sales order line becomes Pick Release Eligible. If you leave this field blank, the Hold prevents the order from processing as soon as it is applied, regardless of the workflow item.

Workflow Activity:

Enter the Workflow Activity for the hold. The order cycle determines where in the workflow the hold will be placed. All other lines will be processed except for the line against which the hold is effective.

Effective Dates: Optionally, enter the Effective Dates for the activity-specific hold to control when you can use this hold.

Responsibility: Optionally, determine which user responsibilities have authority to apply or release activity-specific holds by entering combinations of responsibilities, authorized actions, and effective dates.

Give responsibilities the authority to apply and release holds.


Save your work.


Apply Holds


Select: Tools>Create Hold Source

You may apply a Sales Order Hold to any of the following entities:

Customers

Orders

Customer Site

Items

Warehouse

In the Criteria tabbed region:

To apply the Hold, select the Criteria (For example, customer) to which this Hold applies in the Hold Selection Criteria block.


Hold Name Select the Name of the Hold which you are applying.

Hold Type: Hold type defaults from Hold definition.

Hold Criteria: Enter the Hold Criteria (up to two criteria can be used).

Customer-applies holds source to orders specific customers.

Customer Site-applies holds to orders to or returns specific customer sites.

Warehouse-applies holds to orders or returns specific warehouses.

Item-applies holds to orders or returns specific to an item.

Order-applies holds to orders or returns specific to an item.

Criteria Value:

Select Criteria Value.

In the Hold Name tabbed region:

Hold Name Select the Name of the Hold to which you are applying.

Hold Until Date Optionally, enter a Date to hold the orders until the date when the hold is released automatically.

Hold Comments Optionally, enter a Hold Comment.

Hold Future Enable this field to activate the hold later to new orders and returns that satisfy the hold


Orders/Lines criteria.

Hold Existing Orders/Lines

Enable the Hold Existing Orders/Lines check box to activate the hold for existing orders or returns only that satisfy the hold criteria.

Choose the Apply Holds button to create the hold source.

Order Level Hold Example

Navigate to the Order Organizer window and query the order/order lines or return/return lines you would like to apply the hold.

If applicable, Multi-select the orders/order lines you would like to apply the hold.

Choose the Actions button and select Apply Hold.

In the Apply Holds window:

Enter the Hold Name, Hold Until Date, Hold Comments.

Choose the Apply Holds button.

Viewing Holds

One method to view existing Holds is to run the Outstanding Holds Report.

You may run this report for all Holds or use the report parameters to run it only for specific Holds or for Holds for specific Customers or Items.


To view all of the activity generated by one or more Holds or Hold Types, run the Hold Source Activity Report. Once again, you may run this report for all Holds or use the report parameters to run it only for specific Holds or for Holds for specific Customers or Items.

You can also view all of the current Holds which are in place based on the criteria you enter in the Find Holds form. This is used to release Holds.

Navigate to Orders, Returns>Order Organizer>Holds Information

The Find Holds form displays:

Enter as much detail as required. Holds matching the criteria entered will be displayed.

Customer, Item, Order, Warehouse or Customer Site can be the criteria to narrow down the search by selecting them in the drop down box.

Choose the Find button to query the order.

Select the Actions button in the Order Organizer.

Select Additional Information from the Actions menu.


Release holds on orders, returns and lines and release hold sources. You can also release holds for existing or future, single or multiple orders, returns and lines.

Also view information about holds that have already been releases. If a hold was defined with specific hold authorizations, you must be logged in as one of the responsibilities permitted to remove this hold.

After an order and order line or return and return line holds, that order or return becomes available for any subsequent workflow steps. If you release a hold source, the hold is automatically released for all appropriate orders, returns, or their lines.

Holds are released automatically when you run the Release Expired Holds program on or after the date that the hold source expires. This date is defined in the Hold Until Date field in the Release Hold Sources window.

Viewing and Releasing Hold Sources

Navigate to: Reports

One method to view existing Holds is to run the Outstanding Holds Report.

You may run this report for all Holds or use the report parameters to run it only for specific Holds or for Holds for specific Customers or Items.


To view all of the activity generated by one or more Holds or Hold Types, run the Hold Source Activity Report.

You can also view all of the current Holds based on the criteria you enter in the Find Holds form.

Navigate to: Orders, Returns> Order Organizer

Select: Holds Information Tab

Hold Name: Enter a specific Hold and search for all Lines or Orders which currently have that Hold


applied.

Hold Selection Criteria:

Enter a specific Customer, Customer Site, Order Number, or Item Number and search for all of the Holds which are currently in place for that particular entity.

Note: You may only enter Hold Names in this form if you have the authority to release that particular Hold (otherwise you will not see it in the List of Values).

Select Hold Sources button to remove the hold on all orders or lines and no longer hold new orders.

In the Hold Sources Window:

This displayed all of the Orders currently on Hold in the system.

Reason: Select a release reason, these must be defined in OM Quick Codes

Comment: Enter comments (Optional)

After Saving, the check in the On Hold box will disappear and the Hold(s) will be released, enabling those orders to continuing processing through their order cycle.

Releasing Holds

Navigate to: Orders, Returns> Order Organizer

In the Orders tab:

Release specific sales order/returns.

Query the order or return you would like to release the hold.


Choose the Actions button and select Release Holds.


Multi-select (Shift + Left mouse) the holds to be released.

Select the Release Reason for the hold. Optionally, enter a Comment. Choose the Release button. Save your work.

Release multiple orders or returns: Choose the Actions button and select Release Holds.

Multi-select (Shift + Left mouse) the holds to be released.

Select the Release Reason for the hold. Optionally, enter a Comment. Choose the Release button. Save your work.

Release a specific order line/return line or multiple order lines/return lines:

Navigate to the Line items tabbed region.

Select or Multi-select (Shift + Left mouse) the order or return line to release. Choose the Actions button and select Release Holds. Multi-select (Shift + Left mouse) the holds to be released.

Enter the Release name. Select the Reason for the release. Optionally, enter a Comment. Choose the Release button. Save your work.

Note: The process to release a sales order on Credit Check Hold is exactly the same as releasing any other kind of Sales Order Hold.


Overview

A Price List is one component in the Pricing Model used to price an item on a sales orders. Each price list contains basic list information and one or more pricing lines, price breaks, pricing attributes, qualifiers, and secondary price lists. Basic information includes the price list name, effective dates, currency, pricing controls, rounding factor, and shipping defaults such as freight terms and freight carrier.

Price Lists contain prices and currencies associated with products and services. Each price list contains basic header information with one or more item lines. Price lists can have:

Prices for specific product and services.

Prices as absolute values, percents of other prices, or as formulas.

Prices as applicable to the entire organization or to one operating unit.

Negative prices.

Some of the information from the Price List will be defaulted on Sales Order depending on how the Defaulting Rules are defined.

Other Pricing Components

Pricing Engine

The pricing engine receives transaction information, prepares pricing requests, selects price lists and modifier lists, and applies price adjustments (benefits) to the transaction. The pricing engine answers the following questions as it determines a price:

Who qualifies for prices and benefits?

What is the product hierarchy and what pricing attributes pertain to this item or service?

How should I adjust the order price or order line price?

Qualifiers

Qualifiers determine the who part of eligibility. Qualifiers and qualifier groups can then be linked to Price Lists and Modifiers to define concise rules governing who can receive a particular price, discount, promotion or benefit. There are various methods qualifiers can be associated with Price Lists or Modifiers:

Create qualifier groups using qualifier groups from and then attach the qualifier group to the price list, modifier list, or modifier list. (Advanced Pricing functionality)

Create qualifier (s) and then attach individual qualifiers within the Price List or Modifiers screen. (Basic Pricing functionality).

Any combination of method 1 and 2.

Once a particular entity has qualified for a particular benefit, pricing attributes can then assist in further refining exactly which benefits can be given.

Oracle has predefined basic qualifier contexts and associated qualifier attributes that use Oracle Application database tables as the data source wherever applicable. This is part of the Basic Pricing functionality.

Product Hierarchy and Pricing Attributes

The product hierarchy and pricing attributes control what is being priced or modified on a price list or modifier list. Oracle Pricing includes some seeded pricing attributes for use with Oracle Order Management which is part of the basic functionality.

Pricing Modifiers


Pricing modifiers control how a modifier affects the final price (selling price).

Examples: Discount of 2%; Buy 1 get 1 free

Manually Create New Price List

Navigate to: Pricing>Price Lists >Price List Setup

In the Price Lists Setup form in the header region:


Price List: Enter the Price List name.

Currency: Default Currency value is USD and is changeable

Description: Enter a Description for the price list

Rounding Factor:

Default Rounding Factor is 2 and is changeable. Rounding factor affects the display of prices on the price list. If the rounding factor is -2, then prices will be displayed as 99.99, if rounding factor is 0, then prices will show up as 99. The Pricing engine rounds the base price and all discount amounts before using them in calculations. The value returned depends on the value that is set for the profile option OM:Unit Price Precision Type.

Effective Dates:

Enter an Effective Time for the price list (optional). The Start Date defaults to the current date.

Payment Terms

Select the Payment Terms (optional).

Freight Carrier:

Select a Freight Carrier for this price list (optional).


Freight Terms:

Select the Freight Terms for this price list (optional).

Comments: Enter Comments appropriate to this price list (optional).

Manually Add Items

One way to add items to a Price List is by simply entering the Item Number and a Price in the List Lines tabbed region.


Product Context: Enter item in Product Context.

Product Attribute: Select Item Number or Item Category in Product Attribute. Item Category refers to the code combination from the default Inventory item category set.

Product Value: Select an item number or an item category depending on the Product Attribute.

UOM: Choose a unit of measure

Primary UOM: Select Primary UOM if this price list line unit of measure is the primary pricing until of measure for the item. The pricing engine uses the primary pricing unit of measure and the Oracle Inventory unit of measure conversion information to price an order whose unit of measure does not have a price list line.

Line Type: Select Price List Line for Line Type or Price Break Header.

Price Break Type: Enter the Applicable Break Type.

Application Method:

Select the Application Method.

Unit Price for inventory items and item categories.

Either Unit Price or Percent Price for service items.


Value For inventory items and item categories, enter the base list price of the item in the Value field.

For service items, enter a value. If Application Method is Unit Price, enter the base list price of the item. If Application Method is Percent Price, enter a percent of another items price.

Dynamic Formula Enter a dynamic formula in Dynamic Formula. The result of the calculation changes the value of Value. If you enter a dynamic formula, enter Value if the formula includes list price as one of the formula components. At pricing time, the pricing engine calculates the price of the item using the formula. If the formula does not return a price, the engine uses the value of Price as the price.

Static Formula: Enter a static formula in Static Formula. The result of the calculation changes the value of Value.

Effective dates: Enter the starting and ending effectivity dates of this price list line in Start Date and End Date. The dates should be within the start and end effectivity dates of the price list.

Precedence: Enter a value in Precedence which is the product precedence. When the pricing engine is trying to locate a price, it uses precedence to resolve conflicts when it selects more than one price list line from a price list.

Pricing Attributes

Choose the Pricing Attributes button. In the Pricing Attributes window:


Product Context Defaults from Line items form entry.

Product Attribute Defaults from Line items form entry.

Product Value: Defaults from Line items form entry.


Pricing Context: Enter the Pricing Context. A Pricing context is setup in the Descriptive Flexfield window. The order in which you sequence segments in the seeded item context should reflect the structure of your product pricing hierarchy. When defining the product pricing hierarchy, the lowest level in the hierarchy would generally have the lowest flexfield segment sequence number. Therefore, if the pricing engine needed to choose between a price for a specific item versus an item category, you would set the item segment to be more specific than the product group segment. The predefined Pricing Context value is Pricing Attribute.

Pricing Attribute Choose a Pricing Attribute from the list of values.

Operator: Select = or Between for Operator.

Value From: Enter Value From

Value To: Enter Value To

Note: The pricing attributes are joined as AND conditions since they apply to one price list line.

Price Breaks

You can only enter price breaks when the Line Type is Price Break Header. Select the Price break type: Point or Range. Choose Price Breaks button

In the Price Breaks window:



Pricing Context Volume defaults.

Pricing Attribute: Item Quantity defaults.

Value From Enter Value From.

Value To: Enter Value To.

Price: For inventory items and item categories, enter the price break.

Application Method: Enter Application method. (see above)

Secondary Price Lists

Secondary price lists are used when entering an order, if the product does not exist on the primary price list chosen on the order. This is often used to temporarily allow promotional items to be ordered without adding them to the primary price list and then inactivating them

Choose the Secondary Price List tab:


Select a price list in Secondary Price List.

If you enter more than one secondary price list, all precedences fill with 140 and you must establish an order of precedence for the secondary price lists.

The pricing engine evaluates the precedence of the secondary price list along with the product precedence on the list lines to determine the most eligible price list line.

For Example:

Secondary Price List A: Precedence 100; Item X; Precedence 140; List Price 15

Secondary Price List B: Precedence 130; Item X; Precedence 120; List Price 20

The pricing engine selects the price of 20 because its secondary price list precedence is higher.

Qualifiers

Choose the Qualifiers tab:


Enter qualifiers or attach qualifier groups

To enter qualifiers, perform step 2.

To enter qualifier groups, perform step 3. Qualifier groups are not defined for R2i.

To enter qualifiers

Enter Grouping Number. Qualifers with the same grouping number generate an AND condition and qualifiers with different grouping numbers generate an OR condition.

Enter Qualifier Context. A Qualifier context (hierarchy) is setup in the Descriptive Flexfield window. The order in which you sequence segments in a context, and across contexts, determines which Qualifiers have priority over others when the pricing engine is forced to choose between multiple prices, incompatible benefits or charges that are eligible to be applied to a request. The sequence number of each Qualifier segment is used to order the Qualifiers according to priority.

Enter Qualifier Attribute. Qualifier Attributes are the segments within the Qualifier context in the descriptive flexfield definition. For example: Customer, Agreement Name, etc. Each segment number indicates the default precedence number that may be used when the pricing engine has to choose between multiple prices or incompatible price adjustments, benefits or charges that are eligible to be applied to a request line. The pricing engine will select the price or modifier that has qualifed with the qualifier attribute that has the LOWEST precedence (the most specific).

Enter Operator, Value From, and Value To.

Enter Start Date and End Date.

To attach qualifier groups, select Copy Group (Advanced Pricing functionality)

Add Items by Item Range, Category, or Status


Navigate to: Pricing> Price Lists >Add Items to Price List

Another way to add items to a Price List is to use the Add Items to Price List form.

Price List Select the Price List to which you would like to add items.

Items Enter an Item or a range of Items.

Item Category Add items from a certain Item Category

Item Status Add items that are in a certain status (e.g. active, inactive, etc.).

Set List Price Equal to Cost Check this box to create the List Price of the item automatically and set it equal the Cost of the Item. If the Item List Price needs to be different from the Item Cost, you can adjust the Price manually or for all items in the Price List. If this is left unchecked, the list price of the item is set to 0.

Note: In the case where the Set List Price Equal to Cost button was not checked, a default List Price of 0 is entered. You may then manually update those prices directly on this form.

Copy Price List

Another way to create a Price List is to copy some or all of an existing Price List.

Note: You can only copy to a new price list. Do not create the price list before using this feature.

Navigate to: Pricing> Price Lists >Copy Price List



Copy From section:

Price List: Enter the Price List from which data is to be copied. Currency and Description display.

Items: Select the range of Items you want copied to the new price list. If you want to copy the entire Price List, then leave this field blank

Item Category Set/Item Category:

Elect an item category set to limit the items to add. When you add items from an item category, the process adds all items of the item category to the price list. It does not add the item category. Note: You must enter both Item Category Set and Item Category for this criteria to be effective.

Retain Effective Dates: Select Retain Effective Dates to instruct the process to copy the effective dates of price list lines. You must specify the effective dates for the new price list.

Include Discounts: Check this checkbox to include all discounts associated with the source price list.

Copy To Section:

Price List Enter the Name of the new price list

Description Enter a Description for the new price list

Effective Dates Enter the Effective Dates for the price list


Choose the Submit button. The request ID is displayed in the Request ID field. Note: Manually change the Currency if it is required. Currencies must be enabled in the General Ledger before they may be utilized in Order Management.

Adjust Price List

In addition to changing the Currency when you Copy a Price List, you might also want to Adjust the prices of the items on the list by a certain Percentage or a certain Amount.

This may be for a Promotional Price List where all items are reduced by 10%, or in the case of creating a price list in another Currency, you may Adjust the Prices on the new list by the current exchange rate.

Navigate to: Pricing> Price Lists >Adjust Price List

Enter the Following:

Price List: Select the Price List to adjust

Items: Select the range of Items to narrow your adjustment (optional)

Item Category: Select Item Category to narrow your adjustment (optional)

Item Status: Select Item Status to narrow your adjustment (optional)

Creation Date: Select the item Creation Date to narrow your adjustment (optional)

Adjust By: Enter the Percentage or the Amount by which the Adjustment should take place (use a positive number to increase the original list price and use a negative number to decrease original list price)

Select Submit.


Requery the Adjusted Price List in the Price Lists form to view the updated pricing.

Application: Order Management

Processes: Pricing Agreements

Objective: 1. To create a Pricing Agreement, and then select and use that Agreement in a transaction.

Prerequisites: 1. Agreement Types have been defined.

Payment Terms have been defined.

Customers exist in the customer master.

Accounting Rules have been defined.

Invoicing Rules have been defined.

Setting up Pricing Agreements

Note: The Agreement Field does not display by default on the Order Management Sales Orders Order Information window. Folder technology must be used to display the field.

Navigate to: Pricing>Pricing Agreements

The Pricing Agreements Agreement Tab:


Enter the Following:

Agreement Name: Enter the name of the agreement

Agreement Number, Revision: Enter an agreement number and revision number.

Customer: Select a Customer if the agreement is only valid for a specific customer (optional).

Agreement Type: Select an Agreement Type.

Contact: Enter a Contact for the customer (optional)

Effective Dates: Define the Effective Dates for the Agreement (optional). The effectivity period defaults from the current date to two years from the current date.

Sales Person: Enter a salesperson name.

Purchase Order: Enter the customers purchase order number (optional).

Signature Date: Select a Signature Date (optional)

The Pricing Agreements Pricing Tab:

Price List: Enter or select a pricing list to associate with the agreement. NOTE: The list of values for the price lists in agreement references other agreements. The agreement feature does not use price lists that are created in the Pricing>Price Lists>Price List Setup.

Currency: Enter Currency.


Rounding Factor: Enter Rounding Factor.

Description: Enter a Description for the Price List.

Freight Carrier: Enter default Freight Carrier from the list of values.

Freight Terms: Enter default Freight Terms.

Comments: Enter any Comments associated with the price list.

The Pricing Agreements Payment Tab:

Payment Terms: Select Payment Terms from the list of values.

Invoice To: Enter the bill-to name.

Address: Enter the bill-to address.

Invoice Contact: Select an Invoice Contact from the list of values (optional)

Note: If the Invoice to Address and the Invoice Contact are entered here, they will default into the Sales Orders Order Information if the Agreement is selected.

Accounting Rule: Select the Accounting Rule you want to apply for orders placed against this Agreement. The Accounting Rule controls the amounts and timing of your revenue recognition. Receivables must be fully installed to define this rule (optional)

Invoicing Rule: Select the Invoicing Rule you want to apply for orders placed against this Agreement. This controls the amounts and timing of your invoices. Receivables must be fully installed to define this rule (optional)


Override Flag: Check the Accounting Rule and/or Invoicing Rule override check box to permit overrides of these Rules when placing orders against this Agreement. When this check box is selected, Order Management overrides these Rules if you order items with their own specific Rules (optional)

The lower region of the Pricing Agreements form, Customer Item

Customer Item: Enter a Customer Item. A customer item is a pricing attribute. When you enter a customer item, Pricing creates one pricing attribute and one product for the agreement line for the customer item and its corresponding internal inventory item.

Customer Address: Enter a Customer Address.

Customer Address Category: Enter a Customer Address Category.

Product Value: Enter an inventory item number in Product Value.

UOM: Enter a unit of measure.

Application Method: Enter Unit Price for Application Method.

Value: Enter base price in the Value field.

Start/End Dates: Enter the effectivity dates in Start Date and End Date.

Line Type: Select Price List Line in Line Type.

Comments: Enter comments as appropriate.


Revision: Enter a revision number in Revision field. This revision number is not dependent on the agreement revision number.

Revision Reason: Enter a Revision Reason.

Revision Date: Enter a Revision Date.

Defining Pricing Attributes:

Choose the Pricing Attribute Button.

Enter a product context.

Enter product attribute.

Enter product value.

Enter pricing context.

Enter pricing attribute.

Enter values in Value To. You cannot enter Value To and Operator in the Pricing Attributes window.

Defining Price Breaks:

Choose the Price Breaks Button. (Note: The Price Breaks button is enabled only when you select the Price Break Header in Line Type on the agreement line).

Enter the Pricing Context.

Enter the Pricing Attribute.

Enter the Value From.

Enter the Value To.

Enter the list price in Price field.


Pick Release Sales Orders Overview

Running Pick Release

Pick Release releases orders for shipment. Pick Release creates picking lines for one order line, one order, or many orders depending on your release criteria. You can run as many releases as you want and qualify those releases to meet your requirements.

Pick Release can be run using the following methods:

On-line: Pick Release one order immediately, thus eliminating time spent waiting for the order to process through the Concurrent Manager queue.

Concurrent: Concurrent runs pick release in the background, thus allowing you to run other processes simultaneously.

Standard Report Submission (SRS): Standard Report Submission (SRS) runs pick release in the background multiple times. Using SRS, you can run a specific release at the same time every day.

Shipping Transaction Window: The order lines must be in the shipping activity for the delivery line to indicate Ready to Pick Release status.

Move Orders

A Move order is a request for a subinventory transfer or account issue. The Pick Release process now creates Move Orders. These Pick Wave Move Orders are pre-approved requests for subinventory transfers to bring material from its source locations in the warehouse to a staging subinventory. Reservations created for sales orders are automatically updated and transferred for the user as the Move Order is released and transacted.

Picking Rules

Move Orders will use the Picking Rules set up in Oracle Inventory to locate the material required to fulfill the Move Order Line. Together with item-subinventory defaults (required if the staging subinventory is locator controlled), the Picking Rules suggest the staging transfer transaction lines with appropriate source information that will be required to obtain enough material in the staging location for the deliver. The process by which the Picking Engine generates these transaction line suggestions is called Detailing. If the Auto Allocate flag is not selected in the Pick Release form, this process is maintained in Oracle Inventory.

Staging Locations

The destination subinventory on the Pick Wave Move Order is the staging location into which the picked material should be deposited. Each organization should designate at least one staging subinventory. Each batch created at pick release will have the same destination staging subinventory. The default staging subinventory and locator to be used for all Pick Wave Move Orders are specified through the Shipping Execution Shipping Parameters window. This location can be changed at Pick Release.

Picking Process

You can determine the number of pick release steps the system will prompt to move material from Pick Release to Ship Confirmation. These steps are:

Pick Release

Move Order Line Detailing

Move Order Line Pick Confirmation

Ship Confirmation


Pick Release

The Pick Release process creates Move Order. One order is created per pick release batch per organization. If you pick release across multiple organizations, one move order is generated in each facility. One Move Order line is generated for each line included in the picking batch. That Move Order Line will include the item, quantity, the staging location (the destination subinventory and locator) and a source subinventory and locator if one was specified on the sales order line or on the Release Sales Orders window.

Detailing

To release the Move Order lines created a Pick Release to the warehouse and to print pick slips, the lines must be detailed. This process is called Detailing. The detailing process for a Pick Wave Move Order Line also creates a high level (organization level) reservation for the item(s) if no reservations previously existed. Users can choose to do this immediately after the Move Order Lines are created or to postpone this step until a later point in time. Detailing the order lines immediately after they are created is called auto-detailing. Postponing the detailing process is referred to as manual-detail. You can set up a default mode in the Shipping Execution Organization parameters. This default can be overridden at each Pick Release.

Pick Confirmation

The Move Order Line Details (transaction lines) created by the detailing process must be transacted to confirm the material drop-off staging. This process is called Pick Confirmation. Pick confirmation executes the subinventory transfer that moves the material from its source location in the warehouse to the Staging location. Pick Confirmation automatically transfers the high level reservation to a detailed reservation (including lots, subinventory and locators) in the Staging location. At pick confirmation, a user can report a missing quantity or change the transaction line if the picker chooses to use material from a different lot, serial, locator, or subinventory. If an organizations picks rarely deviate from the suggested picking lines or the overhead of requiring a Pick Confirmation is unmanageable, the Pick Confirm transactions can occur immediately after the lines are detailed. This option is called auto pick confirm. Users can set up a default Pick Confirm policy in the Inventory organization parameters. This default can be overridden at each Pick Release.

Note: Even if automatic pick confirm is employed, the material is only transacted to the Staging subinventory and reserved. A user can still manage any discrepancies found by deleting the reservation and transacting the material back to its original subinventory.

Ship Confirmation

The material picking process ends when the items are ship confirmed out of inventory. Ship confirming the items removes the existing reservations and performs the sales order issue transaction. A user may choose to ship confirm only part of the sales order quantity. In this case, the balance of the sales order may be backordered. Backordering at Ship Confirm automatically splits the sales order into two lines. The first line represents the shipped quantity, and the second line represents the backordered quantity. The backordered line is automatically Pick Released by Shipping Execution. A Move Order line is automatically generated for the backordered quantity.

You have the following options if the partial inventory quantity shipped is less than the requested quantity:

When the partial quantity is not available due to inventory discrepancy or damage, you can enter the shopped quantity and the remaining quantity defaults to the backorder field on the line. Upon ship confirmation, the reservation is transferred to cycle count so the discrepant amount is not available to pick.

You can enter the shipped quantity on the line, then enter the partial quantity in the Stage Quantity field on the line. The partial quantity remains in the staging subinventoty with the reservation intact.

Serial Numbers

Detailing can suggest serial numbers to be transacted to fulfill the Pick Wave Move Order Line. A user can change the suggested serial numbers if the picker chose different serials. Some organizations may choose to


suggest serial numbers and require pickers to enter the numbers they have selected. This option is enabled using a Profile Option called INV: Detail Serials. If you choose not to detail serial numbers, any Pick Wave Move Order line for a serialized item will not be automatically pick confirmed and the picker will have to enter the serial numbers before the material is transacted into staging and becomes eligible for Ship Confirmation.

If all orders should be automatically pick confirmed, the profile option must be set to Yes. No reservations are placed on the specific serial numbers that are pick confirmed so if the picker chooses a serial number that was not recommended by the system, the user can perform a subinventory transfer to move the correct serial number to the staging location and then perform another subinventory transfer to move the erroneous serial number back into the storage location. At Pick Confirmation, Shipping Execution collects the serial numbers that were transacted into staging and assigns them to the appropriate delivery line. It is not longer necessary to enter serial numbers at Ship Confirmation unless a change occurs and a user has decided to ship different units than those suggested.

Reservations

The material picking process also manages Supply Chain Reservations for the user. If no reservation was created prior to pick release through Order Management or Inventory, a high level (organization wide) reservation is placed on the item for that sales order. When the move order is transacted at pick confirmation, that reservation is transferred to a detail level (including locators, lots, revisions, and the staging subinventory) reservation in the staging location. It is advisable to make the staging locations a reservable subinventory.

Potential Material Shortages

If the Detailing process was unable to locate enough material to fulfill the Move Order Line, a shortage situation exists. A short Move Order line can be re-detailed through the Move Order Transaction window to allow the picker to direct it to another location or by re-releasing the Sales Order through Pick Release.

Release Sales Orders for Picking

The Release Sales Orders for Picking window specifies the criteria for release of an order line. You can select order lines based on a number of criteria such as warehouse, shipment request date, and item. Shipping Execution only releases order lines which have met the prerequisites for Pick Release required by the Workflow status, minimally that the order containing the lines must be booked.

Create two different rules that determine how Pick Release handles order lines/picking lines: Release Sequence Rules and Pick Slip Grouping Rules.

Release Sequence Rules

These rules specify the order in which eligible delivery lines are released. The order in which delivery lines are released using a Release Sequence Rule is based on the following attributes: Order number, outstanding invoice value, schedule date, and shipment priority. You must specify a Release Sequence Rule.

When you release a partial quantity of a delivery line, Pick Release releases the available quantity and creates a new delivery line consisting of the remaining quantity.

If reservations are not available for a particular item, Pick Release leaves the item as submitted to inventory. Pick Release uses item attributes you define in Inventory, such as lot and locator control, to determine which attributes must be maintained when an item is released. If you place a reservation for an item and include some of the necessary inventory attribute information, Pick Release verifies the existing reservations and adds the outstanding required information.

Pick Slip Grouping Rules

These rules define how Move Order lines are grouped together on a pick slip. You must specify a Pick Slip Grouping Rule.

Release Sales Order(s) Concurrently


Concurrent releases in the background for multiple orders, Trips, or deliveries. This allows you to run other processes simultaneously.

Navigate to: Shipping > Release Sales Orders > Release Sales Orders

In the Order Tab:


Batch Printed on all shipping documents. If you leave this field blank when saving the batch, a batch ID defaults in. You can refer to this batch name when you print the Process Exception Report

Document Set Select a set or accept default. The Shipping Parameters form gives you an option to specify a default value for this field. In R2i, it defaults to All Pick Release Documents.

Based On Rule Select the Release Rule. This automatically defines some of the parameters frequently used on the rest of the form.

These can be accepted or changed, and the batch submitted.

Order Number Select the Order Number. Values for the Order Type and Customer fields of this form default to those for the order number you enter here. (optional). If you entered an Order type prior to entering the order number, you are restricted to the order numbers that have the selected Order Type.

Ship Set Select the Ship Set to be released. The Order Number must be selected first. (optional)

Item Select Item if you want to release a specific item. (optional)


Prior Reservations Only

Check box to release only those reservable items with existing reservations. (optional)

Customer Select Customer Name. (optional)

Ship To Select Customer Ship To Address (optional). Creates default Trip Stop.

Orders Select from one of the following:

Unreleased - Releases all unreleased order lines that meet your criteria (excluding backorders).

All - Releases all backordered picking lines that meet your criteria and then all unreleased order lines that meet your criteria.

Backordered - Releases only backordered picking lines that meet your criteria.

Order Type Select the Order Type to be released.

Scheduled Ship Date

Specify range for order lines (or accept the default end date). (optional)

Requested Date

Specify range for order lines (or accept the default end date). (optional)

In the Shipping Tab:


Trip Select the Trip containing the delivery lines to be released (Trip is predefined).

Delivery Select Delivery containing the delivery lines to be released. (optional).

Ship From Enter the Ship From information. (Creates default Trip Stop)

Shipment Priority

Select the shipment priority of order lines for this release (optional)

Carrier Select the specific carrier. (optional)

Autocreate Deliveries

Select Yes in this box to automatically create deliveries for delivery lines once they are released. This check box is only available if the Trip and Delivery fields are blank. Autocreate Deliveries only applies to delivery lines that have not been assigned to a trip or delivery.

Release Sequence Rule

Select Rule to specify the order in which the picking lines are released. Defaults in if defined in Shipping Parameters form.

Include Assigned Lines

Select this box to release delivery lines that are assigned to deliveries or trips that have the defined picking criteria. This check box can only be checked when a trip or delivery has not been selected.

In the Inventory tab:

Warehouse Select the Warehouse

Subinventory Select the Subinventory. (optional) If you enter a subinventory, only order line details with a matching subinventory are selected. If an order line detail does not have a subinventory specified, it is not selected.


Pick Slip Grouping Rule

Select Rule. To determine how released picking lines are grouped onto pick slips. Defaults in if defined in Shipping Parameters form.

Auto Detail Select Auto Allocate and Auto Pick Confirm to automate the detailing and reservation process. If Auto Detail is not chosen, it is not possible to Auto Pick Confirm.

Default Stage Subinventory

Select the Default Stage Subinventory and Locator if necessary.

Select the Concurrent button.

A Request ID is generated which you can use to check the job status. Check the Requests report to see if all expected order lines were Pick Released. See further sections of this document for detailed instructions.

Print Pick Slip. It will be generated automatically when Pick Release is executed as part of the document set. This will print on the printer specified in the completion options for the report.

Release Sales Order(s) Online

You can run Pick Release from the Tools menu to run the Pick Release Program within the Shipping Transactions Form without navigating to the Release Sales Order window.

Navigate to: Shipping > Release Sales Orders > Release Sales Orders

This displays the Release Sales Orders for Picking form discussed in the previous section.

All the same data as before can be entered as picking currently. Choose the Online button. You will get a message informing you how many order lines were successfully Pick Released.

Notes: If a single sales order or Delivery/Trip needs to be pick released, it is easiest done via the Online method. You must select an Order Number to release a sales order on-line. You must select a Trip and Trip Stop to release a Trip, Trip Stop (and a delivery) on-line. Selecting a Delivery is optional for releasing.

The Autocreate Deliveries option is a convenient way to create a Delivery to ship confirm. his process eliminates the need to associate Delivery Lines to a Delivery during Ship Confirm.

Pick Release via SRS

The Pick Release -- Standard Report Submission program is a background process that releases orders for picking based on release rule. You can Pick Release orders using SRS on demand or use it as a scheduled job to perform pick release at predefined times and intervals.

Navigate to: Shipping > Release Sales Orders > Release Sales Orders, SRS

The Parameters form displays:


In the Parameters form:

Release Rule Name: Select the Release Rule (Required).

Batch Name: Define a batch name if you are only going to submit a release once. This defaults in if left blank. Select the OK Button

In the Pick Release form:


Choose the Options button, which displays the Upon Completion form.


You can choose to notify a user when process is complete.

Complete the following:

Printer style: Select the Output style

Printer: Select the printer where the output will be printed

Number of Copies: Select number of copies

For Language: Select applicable language.

To schedule this job to run periodically, From the Submit Pick Release form, Select the Schedule button. The Schedule form displays:

Enter the Scheduling Options as required by the business to run the job on a periodic basis . Select the OK button to return to run/schedule the job. View Requests Report to see if any of the order lines were not released because of holds or other exceptions.


View Requests:

Tools menu View > Requests

The Find Requests form displays.

Enter the criteria to query the requests and Press Find. The Requests form displays with the results. You can view the Log or Output to see more details on the request.


Release Sales Order(s) from Shipping Transactions Window

Navigate to: Shipping > Transactions

From Tools menu select Pick Release form.

Release Orders Online or Concurrently.

Order Cancellations

With the new material p

Date post:	25-Mar-2018
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