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Order Line Sets in Oracle OrderManagement

eoracleapps.blogspot.com

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Introduction

This presentation is about how to Create Line

Sets like Ship / Arrival / Fulfillment in Oracle

Order Management and Functionality as well as

advantages of having line sets. This presentation is about R12.

I am Oracle Apps/BPEL/Workflow Analyst and

blogger with 14+ Years of Experience.

eoracleapps@hotmail.com

Blog eoracleapps.blogspot.com

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Topics of Discussion

What are Order Line Sets and what are various features by Line Sets

How to Create Line Sets ( Ship / Arrival/Fulfillmet) in Oracle Order

Management.

How Sets got Closed.

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Order Line Sets - Functionality

Order Management allows for the creation and usage of Line Sets based upon common

order line attributes.There are 3 type of Sets (Ship/Arrival/Fulfillment). Ship sets ensure that at the time of ship confirm, all lines within the set are picked and

shipped together, if all the lines in the ship/arrival set not not shipped/arrived , thenshipped lines will wait for all the non-shipped lines and workflow for these fulfilled line willbe at ship_line-notify workflow activity.

Lines will be part of same ShipSet, if

Ship From and Ship To Organization (a null value within either of these fields is notvalid)

Same Scheduled Ship Date

Also we have Shipping Parameter enforce Ship Sets to enforce ship set, if we set thisoption enable then system will throw an Warning message if user try to ship the lines inthe ship set and any of the lines in the ship set is not available for picking.

Arrival sets ensure all order lines within the set definition are scheduled to arrive at acustomer site on the same date regardless of shipping method and ship to location.

Order lines can be automatically added to either an Arrival or Ship Set (but not both) if you

enable header level defaulting of sets. You enable header level defaulting of order lines tosets (either Arrival or Ship Sets only) automatically by customer site. select theappropriate check box (Arrival Sets or Ship Sets) within the Standard Customer window,Order Management tab.

You cannot create a Defaulting Rule using the entity Order Header to default a value forset details. This functionality is unavailable.

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Order Line Sets - Functionality

Fulfillment set ensures that all the lines in the Fulfillment Set fulfill together. if all the lines in

the fulfillment set not not fulfilled , then fulfilled lines will wait for all the non-fulfilled lines and

workflow for these fulfilled line will be at fulfill_notify workflow activity and flow_status-code for

these lines will be Awaiting fulfillment

If the function you are performing cannot be completed because an appropriate Set definitionfor the current order is not present, the New Set pop up window will display, enabling you to

enter a new set.For example, you wish to move an existing order line from an Arrival Set to a

Ship Set, but a Ship set definition is not present for the current order, Order Management

display the New Set pop up window, and instead perform the Add set function.Enter the Set

name and click OK to create and add the order line to the new set, or click Cancel to cancel

the creation of the new set.

Sets cannot span multiple orders; sets are limited to the order for which they are created.

If a set attribute changes for one order line within a set, then the attribute is cascaded to all

order lines within the set. This results in a set definition update

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Order Line Sets - Functionality

We have user defined as well as System defined Sets.User Defined Set created from UI ,

and system defined sets (inherent sets) are automatically created under certain conditions

when order lines are saved. System controlled sets are automatically created for order lines

that contain ATO configurations and Ship Model complete PTO configurations.

If you move or remove an order line from a set, and the order line is the only line within a

set definition, the set definition is not deleted. The definition of the set can the be used toadd/create order lines within the set definition, until the order is closed.

When moving or removing an order line from a set, Order Management will automatically

update the Wait workflow activity associated with any order line within the set that may be

have been awaiting the completion for the line moved/removed from a set. You cannot

unschedule an order line if it is part of set. If an order line is part of a set, and you wish to

unschedule the line, you must remove the line from the set prior to unscheduling the line.

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Order Line Sets - Functionality

When you perform any set function, order line scheduling always occurs for the line

selected, and if the line is part of a set, scheduling always occurs for all lines within the

set.

If successful, order line updates have been committed and are displayed within the

Sales Order Lines, Shipping tab window. If unsuccessful, an appropriate error message

is displayed. No updates will occur. For example, suppose you wish to move an order

line from arrival set ABC to arrival set CDF. The results of the insert may fail if thescheduled arrival date of the set ABC is earlier than the scheduled arrival date of CDF.

If the Latest Acceptable Date does not exceed the Infinite Supply Time Fence, then the

Sales Order line will schedule depending upon the option selected for the latest

Acceptable Date in the Scheduling flexibility.

Whenever you perform any set function, with the exception of defining a new set,Order Management enforces the following two conditions:

1. The set selected must be Active.

2. The order line you selected to perform a set function against must be able to inherit

the identifying attributes of the set selected.

Note: If you are defining a new set, Order Management will validate order line attributes

entered or defaulted against existing set functionality.

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How to Define Sets

You may define, add, or move order lines to sets by choosing one of the following methods

within the Sales Order Lines window:

Using the mouse Right click feature.Here you highlight the order line that you want to add

in the set and then Right click and Navigate to Sets from the Dropdown Menu and Select

the appropriate function like New ( Create New Set)

Add to Set (add the line in the existing Set).

Above hold goods for all the 3 sets ( Ship / Arrival /Fulfillment).

Adding /Updating the set name directly into the Ship Set/Arrival Set Field in the Order

Management UI.Please Note that at any time an Order line will be part of either Shipset

or Arrival Set , It cant be include in both the set at same try. Trying so result in error

message ( as shown in next slide).

Also we dont have option to define Fulfillment from the Order Line UI , You must use the

right mouse click features when defining a Fulfillment set.

Set functions are unavailable for non shippable order lines.Reason Why on earth you

want to assign ship/arrival set to lines that we are not going to ship at all.

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How to Define Ship/Fulfillment Set

Lines Sets

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How to Define Ship/Fulfillment Set

Lines Sets

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How to Define Ship/Fulfillment Set

Lines Sets

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How to Define Ship/Fulfillment Set

Lines Sets

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How to Define Ship/Fulfillment Set

Lines Sets

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How to Define Ship/Fulfillment Set

Lines Sets

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Advantages of the Sets

Assist in reducing shipping costs as we shipped/fulfill together.Many a time your customer want

you to ship/Invoice all the Items together , that help you as well as them in reducing Shipping and

data processing (invoice printing etc) cost. Like Amazon.com

Enable you to deliver complete order quantities to specified customers on mutually Order

Management Processes.

Specify models and kits can only be shipped complete, not partially

Enable you to perform functions as a group instead of individually.

Add a Split Shipment (backordered line) line to a new or existing Ship Set.

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Set Status

Order Management Sets are either Active or Closed.

A Set is Active until one or all of the lines within the set are shipped.

A Set is Closed when one or all order lines within a set have been either shipped,

fulfilled, or based upon the arrival date if it is a arrival set.( As shown in Below 2 Slides).

If one order line within a set is shipped, then all remaining lines within the set are

removed from the set definition if they are also not shipped and the set Closed.You cannot

add or remove order lines to a closed set.

Sets cannot span multiple orders

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Set Status

Lines Sets

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Set Status

Lines Sets

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Set Status

Lines Sets

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Set Status

Lines Sets

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Additional Info.

You cannot add or remove order lines to a closed set.

If a line that is a part of a ship set is split by the system, you will receive a message

informing you of the split. When the Ship Confirm process is initiated, the split line is

removed from the original Ship Set and will not be automatically assigned to any Ship

Set

ATO configuration or Ship Model complete PTO model are always included in system

defined sets. If either is included within a user defined set, both the model line and all

option lines are automatically included in the user defined set

definition, provided validation is successful.

If you remove a model or parent item from a set, all option lines are automatically

removed from the set. To perform any set operations for a model is on the parent.

Order Management has validations to restrict functions against a set; once a set is

defined, if any line within a set is shipped, the set is considered closed and the set

definition cannot be modified.

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Removal of line from the Sets

Lines Sets

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Q&A

Feel free to contact me for any question

related to this Topic