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Logistic Implementation course

One1up,July 2008,Israel

Drop Shipment Small Project

Version # 1.0
Presenters: Eli Offir & David Salama
Sep 2007

One1up Logistic Implementation course ,Israel

Benefits to Business

Reduced order to shipment cycle time.

Reduced overhead in stocking and maintenance of inventory.

Elimination of Shipment and Packing related costs.

Reduced inventory space requirements.

Offer a variety of products to your customers.

Sep 2007

One1up Logistic Implementation course ,Israel

Drop Shipment Definition


Kenyion Israeli Customer

Diakin - Supplier
SHIPMENT

SH
IN
IC
E

NO

SE
HA

RC

EN

VO

PU

IP

E
RD

IC

CE

RD

TI

ES
L
SA

ER

IN

VO

Vision (IL)

Sep 2007

One1up Logistic Implementation course ,Israel

Vision Israel - Organization Model


Buisness Group
Vision Operations

Set of Books
Vision Operations

Legal Entity
Vision Operations
Item
COOLER_AAA
Operating Unit
Vision Operations

Inventory Organization
TLV

Sub Inventory
Drop Ship

Sep 2007

One1up Logistic Implementation course ,Israel

Key Features

Focus on Profitable Process.

Full Setup for maximum efficiency.

Credit Control.

Advanced Pricing (Discount, Duty Fees, Freight Costs,


Transportation Charge, Insurance).

Descriptive Flex field usage for future Customization.

Sep 2007

One1up Logistic Implementation course ,Israel

Entering Sales Order Header

Sep 2007

One1up Logistic Implementation course ,Israel

Continue...

Sep 2007

One1up Logistic Implementation course ,Israel

Entering Sales Order Line

Sep 2007

One1up Logistic Implementation course ,Israel

Auto Discount(10% from PL)

Sep 2007

One1up Logistic Implementation course ,Israel

Entering Line Source Type

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One1up Logistic Implementation course ,Israel

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Booked Order

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One1up Logistic Implementation course ,Israel

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Order Level Charges

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One1up Logistic Implementation course ,Israel

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Credit Check Failure

Sep 2007

One1up Logistic Implementation course ,Israel

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Line WF Status After Booking

Sep 2007

One1up Logistic Implementation course ,Israel

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Release Hold & Progress Order

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One1up Logistic Implementation course ,Israel

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Order Line Status after Requisition Import

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One1up Logistic Implementation course ,Israel

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Requisition Import Request

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One1up Logistic Implementation course ,Israel

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Additional Line Info. PR Created

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One1up Logistic Implementation course ,Israel

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Auto Create PO from PR

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One1up Logistic Implementation course ,Israel

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Po Created

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One1up Logistic Implementation course ,Israel

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Po Approved

Sep 2007

One1up Logistic Implementation course ,Israel

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Po Shipping Info.

Sep 2007

One1up Logistic Implementation course ,Israel

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Line WF Status after Po Approval

Sep 2007

One1up Logistic Implementation course ,Israel

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Dummy Receipt

Sep 2007

One1up Logistic Implementation course ,Israel

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Workflow Status After Receipt

Sep 2007

One1up Logistic Implementation course ,Israel

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Order Line Closed - After Receipt

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One1up Logistic Implementation course ,Israel

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Material Transactions - Inventory

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One1up Logistic Implementation course ,Israel

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AR Invoice

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One1up Logistic Implementation course ,Israel

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Limitations in Oracle Drop Shipments

Can not Drop Ship ATO and PTO items.

Quantity Adjustments, Manual Control.

Drop Shipment Returns, Standard RMA.

Manual control of Holds on Order after Purchase Release.

Cancelled and Closed Orders, No integration with PO.

Sep 2007

One1up Logistic Implementation course ,Israel

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Setup

Sep 2007

One1up Logistic Implementation course ,Israel

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User Menu and Responsibilities


#

User

Password

Responsibility

Menu

Person

Roll

MASTER

MASTER

Vision IL Shipment Coordinator


User

ADS_OM_USER

Offir Eli

Administrator

Order Management Super User,


Vision Operations (USA)

ADS_OM_SUPERMENU

Inventory, Vision Operations


(USA)

INV_NAVIGATE

Purchasing, Vision Operations


(USA)

Purchasing SuperUser GUI

Human Resources, Vision


Enterprises

US SHRMS Navigator

Receivables, Vision Operations


(USA)

AR_NAVIGATE_GUI

Payables, Vision Operations


(USA)

AP_NAVIGATE_GUI12

General Ledger, Vision


Operations (USA)

GL_SUPERUSER

System Administrator

Navigator Menu - System


Administrator GUI

ORDER

ORDER

Vision IL Shipment Coordinator


User

ADS_OM_USER

Bean, Mr. DanDan

Shipment
Coordinator

CUST1

CUST1

Vision IL Customer Support


User

CSX_CUSTOMER_SUPPORT

COHEN, Mrs.
LEVIVA

Customer Care

PURCHASE

PURCHASE

Vision IL Purchasing User

Purchasing SuperUser GUI

ISRAELI, Mrs.
SHARA

Purchasing User

Sep 2007

One1up Logistic Implementation course ,Israel

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Order
#

Task

Action

Name

Create new Transaction Type for Order


Header and Line

Transaction Type

Drop_Ship
Drop_Ship_Line

Create Automatic order numbering for


order type: Drop_ship

Document
Sequence

Drop_Ship_Seq

when the customer is Kenyion Israeli then

Defaulting Rule

Order header
Attribute=Order Type
Defaulting condition
Template=Order Type for drop ship

Assign automatically
Order type: Drop_Ship
Price List: KenyionIsraeli
Order Date: Today
Tax Code

Value

Initial Value=
400

Validation rule
Customer=
Kenyion Israeli
Default sourcing
rule = Drop_Ship
vat15

Group customer accounts with similar


business value

Profile Class

DropShip Profile

Fill customer Information


(Bill to, Ship to)

Customer

Default Information

Sep 2007

One1up Logistic Implementation course ,Israel

Kenyion Israeli

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Customer Credit Control

Task

Action

Name

Value

Check customer
credit Limit as
follows:
Order Limit: 10$
Credit Limit : 10$

Apply Hold

Credit Check Failure

Order Level
Step: Booking an order
Apply automatically by System
Release by Responsibility:
Vision IL General Supper User

Credit Check Rule

Sep 2007

Kenyion Credit Check Rule

One1up Logistic Implementation course ,Israel

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Apply Hold API

Sep 2007

Parameter

Description

request_type

OE_GLOBALS.G_APPLY_HOLD

entity_code

OE_GLOBALS.G_ENTITY_ORDER for order or OE_


GLOBALS.G_ENTITY_LINE for line.

entity_id

ID of the order or line to be held

param1

Hold ID to identify the type of hold that should be


applied. (HOLD_ID from OE_HOLD_DEFINITIONS)

param2

Hold entity code for the hold source to be created.


C: Customer hold source
S: Bill To or Ship To hold source
I: Item hold source
O: Order hold source
W: Warehouse Hold Source

param3

Hold entity ID
C, B, or S: for Org ID
O: Header ID
I: Inventory Item ID

param4

Hold comment

date_param1

Hold Until Date

parm6-param20

Attribute1-15 of the descriptive flexfield associated


with the hold source record.

One1up Logistic Implementation course ,Israel

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Advanced Pricing
Create Pricing Privileges
Price List

Guarantee Type

Access Level

Kenyion_IL_2008

Operating Unit

Maintain

Qualifier
Name

Context

Operator

Value

Kenyion_IL

Customer

Kenyion Israeli

Modifier
Name

Level

Type

Name

Method

Value

Kenyion_Header

Header

Freight and Special charge List

Duty Fees

Lumpsum($)

Freight Costs

Lumpsum($)

1.2

Transportation Charge

Lumpsum($)

0.8

Insurance

Lumpsum($)

0.5

Discount

Percent

10

Kenyion_Line

Sep 2007

Line

Discount

One1up Logistic Implementation course ,Israel

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Tax

Vat (Value Added Tax)

Sep 2007

Name

Value(%)

Level

VAT_15

15

Line

One1up Logistic Implementation course ,Israel

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Purchasing
#

Task

Action

Name

Value

Increase operational
efficiency,

Sourcing Rule

Sourcing Rule

DropShipDiakin

Assignment Set

Supplier Scheduling

Position
Job
Document Type
Approval Group

.MM12\.MATERIALS MANAGER
MGR500.Manager
Approve Standard Purchase Orders
OFFIR ELI GROUP

purchasing>supply
base>sourcing rule
Assign Supplier
Diakin,Allocation
100%
Document Security

Sep 2007

One1up Logistic Implementation course ,Israel

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Inventory
Item Properties
#

Tab

Property

Value

INV

Transactable

Enabled

Stockable

Optional

Reservable

Enabled

Customer Ordered

Enabled

Customer Order Enabled

Enabled

Shippable

Enabled

Default SO Source type

TLV_INV_ORG

Default SO Source Type

External

OE Transactable

Enabled

Returnable

Enabled

Sep 2007

OM

COST

Costing Enabled

Enabled

PUR

Default Buyer

Offir, Mr. Eli

GENERAL

Make or Buy

Buy

Inventory Planning Method

Not Planned

MRP

Planning Method

Not Planned

INVOICE

Invoicable

Enabled

One1up Logistic Implementation course ,Israel

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Running Requests

Concurrent Requests

Sep 2007

Concurrent Request

Parameters

Scheduling Interval

Workflow Background Process

OEOL, , , Y, Y, N

Every 2 Minutes

Workflow Background Process

OEOH, , , Y, Y, N

Every 2 Minutes

Requisition Import

, , ITEM, , N, Y

Inventory transaction worker

Every 2 Minutes

One1up Logistic Implementation course ,Israel

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Thanks

Sep 2007

One1up Logistic Implementation course ,Israel

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