Processing Constraints in Oracle Order Management

Processing Constraints are a security framework where you can define rules in Oracle Order
Management that validate back-end operations such as Create, Update, Delete and Cancel.
Examples:
You cannot change the Order Type in the order header once the order is Booked.
You cannot delete the line in an order once the Order Status is Closed (if the order is ship confirmed
or invoice interfaced).
Here, Ive explained about Processing Constraints with an example.
Navigate to Order Management Setup Rules Security Processing Constraints
Query the Application as Order Management
Create a New Line on the Constraints region:
Operation = Update
Attribute = Order Type
User Action = Not Allowed
Enabled check box = Selected
Create a New Line on Conditions tab:
Group Number = 101
Scope = Any
Validation Entity = Order Header
Record Set = Order
Validation Template = Booked
Enabled check box = Selected
User Message = Order is Booked

Create another New Line on Conditions tab:

Group Number = 102
Scope = Any
Validation Entity = Order Header
Record Set = Order
Validation Template = Lines Exist
Enabled check box = Selected
User Message = Order has Lines

Navigate to Order, Returns Sales Order

Create a Sales Order with Order Type as Mixed
Enter the Item Number and Save the Record (i.e., the order will be in Entered Stage)

Now, you try to change the Order Type. It will give you the error that "You are not allowed to update
the Order Type because: Lines exist for this Order".

Now, Book the Order and try to change the Order Type.

It will give you the error that "You are not allowed to update the Order Type because: Order is
Booked"

Enjoy Learning Oracle Apps

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Friday, November 11, 2011

Scheduling Sales Order in Order Management
In this blog, I will discuss how to schedule a Sales Order
Navigate to System Administrator Responsibility > Security > Profile > Personal
Set the profile option: OM: Auto Schedule = No

Navigate to Order Management Super User Setup System Parameters Values

Reservation Time Fence = 30 (Time in days)
If the schedule date falls within the Reservation Time Fence, item will be reserved at the time of
scheduling itself.

Navigate to Order Management Super User Order, Returns Sales Order

Enter the Customer Name, Order Type and Price List

Go to Lines tab and enter Ordered Item, Qty and Request Date
See to that the Request Date should be greater than the Reservation Time Fence Value (in my case
I've set the Date as Today's Date + 43 Days)

Click the Availability button to view whether the quantity is available. If the available quantity is
sufficient, you can continue to the scheduling task.

Go to Tools menu, select Scheduling Schedule. Click OK.

Go to Shipping tab and notice that the schedule ship date has been set to the request date.

Go to Tools menu, select Scheduling Reserve. Click OK.

On the Shipping tab, you can view the reserved quantity in the Qty Reserved field.

Save the record.

Auto Scheduling Sale order
If Auto Schedule Option in the Tools Menu is Enabled, the Item will be Reserved automatically once
the line is saved.

You can see that the Item is Reserved automatically

Enjoy learning Oracle Apps

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Thursday, November 10, 2011

Creating and Progressing Sales Order for ATO Configuration Item
Navigate to Order Management Super User Responsibility > Orders, Returns > Sales Orders
Enter the following in the sales orders window:
Enter the Customer Name, Order Type and Sales Person.

In the Order Lines region, enter the ATO Model in the Ordered Items field and enter the quantity.
Click Configurator button.

Separate window opens showing the Configurator and select the classes that should be a part of the
ATO model. Use the Select box to choose the classes. Click Finish.

Configurator processes the classes that you have selected to display on the sales order window. You
will get a message indicating that the Configurator processing is in process. Once the processing is
complete, the sales orders window shows the ATO Model information.

Now, Book the order.

Keep the cursor on the ATO Model Line and right click and then click on Progress Order (Configure
Item will be inserted to OE_ORDER_LINES_ALL table).

Click on Create Configuration - Eligible

Configuration Star Item will be created on the second line.

Now, keep the cursor on the Configuration Star Item Line and right click and then click on Progress
Order.

Click on Create Configuration - Eligible

This runs a Concurrent program that will push the data from Order Management (OM) to Work in
Process (WIP)

Open the output of the Concurrent program and note down the WIP Job ID.

Navigate to WIP > Discrete Jobs and query for Job ID.

Change the Status from Unreleased to Released and Save.

Navigate to Completion Transactions window and enter the Job Number and see that Type is WIP
Completion and click Continue.

Enter the Subinventory and quantity and select the Check Box Final Completion and click Done.
This will complete the Job.

Now, you can see that the status of the Configuration item will be Awaiting Shipping.

Now, you can Pick Release and Ship Confirm the Order as like normal sales order.
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Creating ATO Configuration Item in Oracle Apps

Create an ATO Configuration
Navigate to Inventory Items Master Items
Enter the item name and description:
Go to Tools in the Menu Copy From the Template: ATO Model and click Apply and Save.

Now, go to Tools in the Menu Organization Assignment. Assign the item to Organization you
want to transact and Save.

Now, Create ATO Option Class by applying ATO Option Class template and assign it to Organization

Now, Create ATO Option Item and assign it to Organization.

Create Bills of Materials

Navigate to Bills Bills
Create a bill of material for the Option Class and then for Model.
Start with the sub-class or the lowest class in the hierarchy so that once it is created it can be included
in the top models or classes.
The field Item is the item name as well as the BOM name.

Ensure that the Item Seq is in the order you want the items included in the Bill of Material. Enter all
quantities as appropriate.
Click the tab Order Management to enter if the item is optional or Mutually Exclusive for the bill or
not. Please not included items are not optional.
Go to Tools in the Menu Create Common Bill concurrent program.

Select All Organizations button so that the Bill of Material is available across all inventory
organizations.
Go View in the Menu Requests option to view the completion of the Bill of Material.

Repeat the same steps for creating a Bill of Material for the remaining Items

Run the Create Common Bill for ATO Model

Enter Quantities for the items

Use the Miscellaneous Receipts window to create quantities for the items. You need to enter
quantities only for finished goods.
Navigate to Inventory Transactions Miscellaneous Receipts
Select Miscellaneous Receipt from the Type LOV. Click Transaction Lines to view the Type LOV.
The Miscellaneous Receipt window opens so that you can specify the Subinventory, account and
quantity for the item.

Save and exit once you have completed entering the quantity for the items.
Now, you'll be able to book sales Order for the ATO Model you have created.

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Creating and Progressing Sales Order for ATO Model

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Monday, November 7, 2011

Values have not been entered for one or more required segments
Error:

"Values have not been entered for one or more required segments" while creating a sales order"

Solution:
Enter the suitable value for Required Field in Descriptive Flexfield or make the field "Not
Required" in the Descriptive Flexfield (DFF) or disable the DFF.
Read Enabling/ Disabling Descriptive Flexfield in Oracle Apps
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Wednesday, November 2, 2011

Configure to Order (CTO) in Oracle Apps An Intro

A Configure to Order (CTO) environment is one where the product or service is assembled or
kitted on receipt of the sales order.
Configure to Order (CTO) includes Pick-to-Order (PTO) and Assemble-to-Order (ATO) items,
models, and hybrids.

Model
An item whose bill of material lists option classes and options available when you place an order
for the model item.
Option Class
A group of related option items. An option class is orderable only within a model.
An option class can also contain included (standard) items.
An Option Class is nothing but a list of choices
Option
An optional item component in an option class or model bill of material
Assemble to Order:
A configuretoorder environment where the Subassemblies are manufactured prior to receiving
the order based on forecast and when the order is received, the subassemblies are assembled to
make the finished products.
Assemble to Order (ATO) Model can have option classes, options, standard items and another
ATO Models.
Pick to Order:
A configuretoorder environment where the options and included (standard) items in a model
appear on pick slips and order pickers gather the options when they ship the order.
Pick to Order (PTO) can have option classes, options, items and another ATO/PTO Models.

Kit:
A kit is similar to a picktoorder model because it has shippable components, but it has no
options and you order it directly by its item number, not using the configuration selection screen.
Item Attributes Setup for CTO:
Item Attributes

PTO

ATO

Option

ATO

BOM Item Type

Model
Model

Model
Model

Class
Option

Item
Standard

Yes
Yes
Yes
Yes
Yes
Yes
No

Class
Yes
No
Yes
Yes
Yes
Yes
No

Yes
Yes
Yes
Yes
Yes
Yes
No

BOM Allowed
Build in WIP
OE Transactable
Check ATP
ATP Components
Assemble to Order
Pick Components

Yes
No
Yes
No
Yes
No
Yes

Read Assemble to Order (ATO) in Oracle Apps

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Friday, October 28, 2011

Assemble to Order (ATO) in Oracle Apps
Subassemblies are manufactured prior to receiving the order based on
forecast and when the order is received, the subassemblies are assembled to
make the finished products.
ATO Model can have ATO option class, ATO Option item, PTO Option Class
and PTO Option item under it.
Below chart will explain you about the ATO Model, Option Class and Option
Item. Click on the picture for better view.

Read Configure to Order (CTO) in Oracle Apps

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Friday, October 7, 2011

Oracle Order Management Interview Questions - Part II
What is a Standard Item?
A standard item is a finished good that is not an assembled or configured
item, a service or a component.
What happens when you enter an Order?
After you enter an order, the items on the order are validated in Oracle
Inventory; a price is calculated for the items using the pricing engine; the
availability of the items are checked and may be reserved; the items are
then pick released and shipped to the customer.
Explain about Processing Constraints
Processing Constraints are a security framework where you can define rules
in Oracle Order Management that validate back-end operations such as
Create, Update, Delete and Cancel.
Examples:
You cannot change the Order Type in the order header once the order is
Booked.
You cannot delete the line in an order once the Order Status is Closed (if the
order is ship confirmed or invoice interfaced).
What are Defaulting Rules?

Defaulting Rules enable you to speed up data entry by passing values in the
window based on some key values you have entered.
Examples:
In the order header, Ship-To Address and Bill-To Address values default in the
window once you enter the customer name or number.
If you enter an item number, the Unit of Measure and Item Description
automatically default on the order line.
How Drop Ship Order is created?
Drop shipments are created as sales orders in Order Management, indicated
as drop shipments when their Source Type is entered as External.
When will you create a Drop Ship Order?
Drop shipments are used due to the following reasons:

Customer requires an item that is not normally stocked

Customer requires a large quantity of the item which is not available with
you

It is more economical when the supplier ships directly to the customer.

What are the types of Drop Ship Order?
There are three types of drop shipments:
Full Drop Shipment:
The seller sends the purchase order to the supplier for the full quantity that
the customer had ordered
Normal Shipments and Full Drop Shipment:
The seller ships some goods from inventory to the customer, and the other
goods are always shipped from an external source (supplier)
Normal Shipments and Partial Drop Shipment:
If the seller has only part of the quantity available for shipping to the
customer, then that quantity is shipped.
The user looks at the availability for the order qty by using the ATP check and
if the whole qty is not available the balance qty is fulfilled using the drop ship
process.

A purchase order is created for the remaining quantity which the seller was
not able to fulfill.
What is a Sales Agreement?
A Sales Agreement is a suppliers representation of an agreement with a
customer for the supplier to sell and the customer to buy goods or services.
What is ASN?
ASN stands for Advanced Shipment Notice. ASN is transmitted via Electronic
Data Interchange (EDI) from a supplier to let the receiving organization know
that a shipment is coming. The ASN contains details including shipment date,
time, and identification number, packing slip data, freight information, and
item detail including cumulative received quantities, purchase order number,
and returnable container information.
What are Modifiers and Qualifiers?
Modifiers are discount, surcharge or special charge that may be applied to
the base price and may alter the value of the item. It can be applied either at
order level or at the line level.
A qualifier helps you define who is eligible for a price list or modifier. A
qualifier can be a customer name, a customer class, an order type, or an
order amount that can span orders.
Explain One Step Pick Release Process
The one-step process consists of selecting the Auto Allocate box on the
Inventory tab and the Auto Pick Confirm box on the Inventory tab when you
run

Pick

Release,

which

means

that

the

Pick

Recommendation

is

automatically created and Pick Confirmed without any manual intervention.

Explain Two Step Pick Release Process
The two-step process consists of selecting Auto Allocate (not Auto Pick
Confirm), which creates a move order that is automatically detailed.

It

enables you to view the Pick Recommendation and provides the opportunity
to change quantity, location, and subinventory. You can report a missing
quantity at the Pick Confirmation step in the Transact Move Orders window.

Once you have made your changes, you can transact the move order to Pick
Confirm the inventory.
Explain Three Step Pick Release Process
The three-step process consists of selecting neither the Auto Allocate or Auto
Pick Confirm check boxes. This creates a move order whose details you can
enter manually or automatically in the Transact Move Orders window. After
the details are entered, you can transact the move order to pick confirm the
transaction.
What are various ways you can run Pick Release?
Release Sales Orders Window
Using a Concurrent Program
SRS Pick Selection List Generation SRS.
Release Rule Name need to be specified to proceed with the pick release
when using the concurrent program or SRS.
At which stage the item is moved from ware house to staging
inventory?
During Pick Confirm
What happens during Ship Confirm?
Ship Confirm indicate that the items are loaded onto the carrier from staging
location.
At which stage the Oracle Inventory is decremented and Sales Order
Line status is updated?
During Ship Confirm
What is Autoinvoice?
AutoInvoice is a concurrent program in Oracle Receivables that performs
invoice processing at both the order and line levels. Once an order or line or
set of lines is eligible for invoicing, the Invoice Interface workflow activity
interfaces the data to Receivables. Oracle Order Management inserts records
into

the

following

interface

RA_INTERFACE_SALES_CREDITS.

tables:

RA_INTERFACE_LINES

and

If the order or lines are On Hold, what happens during Invoice

Interface?
The Invoice Interface workflow activity will complete with a status of On Hold
and the order details will not be interfaced to Receivables.
What is Credit Check?
Credit Checking feature is the process by which orders are validated and
released against your credit checking business rules.
What are the two Invoicing Rules?
Advance Invoice and Arrears Invoice
Read Oracle

Order

Management

Interview

and Oracle Shipping Interview Questions

Questions

Part