Escolar Documentos
Profissional Documentos
Cultura Documentos
Fundamentals
Volume 2 - Student Guide
D50091GC10
Edition 1.0
September 2007
D52995
Copyright © 2007, Oracle. All rights reserved.
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Author
Pratima Mahtani
Prerequisites
This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.
Additional Publications
• Read-me files
• Oracle Magazine
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
1. In the navigation frame of the help system window, expand the General Ledger entry.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
Overview of Formulas
You can define prices as constant values or create formulas to provide pricing flexibility and
the ability to carry out complex computations. Some of the formulas that are created are based
on the following formula component types:
• Factor List: You can apply different factor values for varying item attributes
• Numeric Constant: Numeric value
• Pricing Context: Grouping of pricing attributes, of which a maximum of 100 can be
incorporated in the formula
• Product Context: Which contains only one attribute, item
You can create formulas in the Pricing Formulas window.
Basic Pricing provides seeded formulas, such as the Freight and Special Charges Formulas,
which includes the Cost to Charge Conversion formula and Cost to Charge Markup formula.
These formulas convert freight costs to freight charges.
Overview of Qualifiers
A qualifier defines eligibility rules for modifiers and price lists. A qualifier can be a customer
name, a customer class, an order type, or an order amount that can span orders.
Though a qualifier may be set up independently, it comes into effect only when linked to a
modifier or a price list. Thus, the modifier that is set up and linked to a qualifier determines
who the price adjustment will affect as well as the amount that will change.
You can create qualifier groups to apply individual qualifiers as a set. When you group
qualifiers, they become a set, which allows for faster searching and setup.
Overview of Modifiers
Modifiers determine the adjustments made to the list price. These are dependant on various
business factors such as the type of adjustments to make, the level at which the adjustments are
made, how the modifiers are qualified, how they are applied, etc. You can create three modifier
list types in Oracle Pricing:
• Discount List
• Surcharge List
• Freight and Special Charge List
Modifier Line Types
The following modifier line types are available in Oracle Pricing:
• Discount
• Surcharge
• Freight and Special Charges: Amount applied to the customer invoice for movement of a
shipment to a destination
• Price Break: Only point price breaks are allowed in Basic Pricing modifiers. For example,
the following pricing decisions are:
Assumptions
• Oracle Management Super User, Vision Operations responsibility
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Creating General Information for the Price List
3. Click Save. You can now add the price list lines when the instructor advises.
Add price list lines to the price list header you created in the previous steps. The price list will
contain all the items you will use in future practices.
Copyright © Oracle, 2007. All rights reserved.
3. (B) Save.
4. Enter the first price list line using the following data:
5. Add the following items, one item at a time, to the price list.
Assumptions
• Oracle Management Super User, Vision Operations responsibility
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Copying a Price List
4. Submit the copy request and confirm that the request completed normally.
5. Repeat the preceding steps to copy the following price list from XX-Price List 1:
6. Query your XX-Price Lists to confirm that the price lists were copied successfully.
• (N) Oracle Management Super User > Pricing > Price Lists > Copy Price List
7. Query your XX-Price Lists to confirm that they were copied successfully.
Assumptions
• Oracle Management Super User, Vision Operations responsibility
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Manually Updating a Price List
2. Find your price list named XX-Price List 4. Enter an End Date for the item AS54888.
3. Add a new line for the same item and uom with a future start date and a Unit Price of $1699.
This preserves the pricing history of an item.
4. For item AS92888, change the selling price to $2500 without maintaining the pricing history
of the item.
1. Navigate to the Price Lists window, and find your price list named XX-Price List 4.
3. Add a new line for the same item and uom with a future start date and a Unit Price of $1699.
This preserves the pricing history of an item.
4. For item AS92888, change the selling price to $2500 without maintaining the pricing history
of the item.
Assumptions
• Oracle Management Super User, Vision Operations responsibility
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Adjusting a Price List
3. Submit the request and verify that it completed normally. The status should read
“Completed, Normal.”
4. Find your price list (XX-Price List 2) and scroll to the Value field to view the 10 percent
increase.
Assumptions
• Oracle Management Super User, Vision Operations responsibility
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Creating a Price List
2. Enter the following information in the price list header using (all remaining information
defaults in):
− Name = XX-Price List 3
− Active = Selected
− Description = Accessories Price List
− Round To = -2 (defaults from multicurrency list)
− Effective Date = Today’s Date
9. Review the status of the request you submitted. The concurrent request should read
“Completed, Normal.”
10. Navigate to your price list XX-Price List 3 to verify that many items have been added to
your price list, including the item cost from M1 inventory organization.
2. Enter the following information in the price list header using (all remaining information
defaults in):
− Name = XX-Price List 3
− Description = Accessories price list.
− Round To = -2 (defaults from multicurrency list)
− Effective Date = Today’s Date
3. (I) Save.
• (N) Pricing > Price Lists > Add Items to Price List
6. (B) Submit.
8. Review the request status to ensure the concurrent request completed successfully.
10. Verify that many items have been added to your price list, including the item cost from M1
inventory organization.
Overview of Modifiers
Use modifiers to adjust the list price. Select from the following modifier types in basic pricing:
Discounts, Surcharges, Point Price Breaks, Freight and Special Charges.
• Create Order Level Modifiers to apply modifier to all order lines.
• Create Line Level Modifiers to apply modifier to only the current line.
Using qualifiers with modifier lists can improve processing time because the pricing engine
selects only those modifiers that are applicable to the current pricing request. By creating
qualifiers for your modifier list and lines, you can create rules that will be automatically
applied by the pricing engine.
From the order or order line you can use the Action – View Adjustments to see the details of
modifiers that were applied automatically by the pricing engine or to apply manual discounts.
Also, if the modifier is overridable, you can use this window to enter new values or override
the pre-defined values.
Modifier Types
The table shows modifier list types and the line types that can be associated with each modifier
list type: discounts, surcharges, and freight and special charges. The check mark (3) indicates
that the line modifier is available for the list modifier. The (2) indicates that the line modifier is
not available for the list modifier.
Discount Modifier
A discount can be a percentage of a basic value. For example, a corporate customer can be
offered a 15 percent discount. A discount can also be for a fixed amount. For example, a
discount of $10 can be offered to a customer who spends more than $300.
Scenario 1
If a customer is either a preferred customer or a customer who spends more than $150, they
receive 10 percent off the order.
Scenario 2
For any 10 compact discs purchased by April 2000, the customer receives $2 off.
Assumptions
• You can navigate standard Oracle Applications.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• You have access to the Order Management Super User, Vision Operations
responsibility.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Creating a Discount Modifier
6. You now have a discount of 5% for all products ordered, only when the following criteria is
met:
7. Return to the modifier header and select the Active check box.
12. Save your work, and note the order number ____________.
14. On the Adjustments tab note that the 5% discount modifier has been applied.
2. (T) Main:
− Modifier Type = Discount List
− Number = XX-Discount 1
− Active = Deselected (to start)
− Automatic = Selected
− Name = XX-Discount 1
− Version =1
− Start Date = Today’s date
− Description = Enter a meaningful description
4. (B) OK.
This action applies the qualifier to the modifier and modifier lines defined in the Modifiers
Summary tab.
6. (T) Discounts/Charges:
− Application Method = Percent
− Value = 5
8. Return to the header of the modifier and select the Active check box.
9. (I) Save.
15. (T) Adjustments. Note that the 5% modifier discount has been applied.
Surcharge Modifier
A Surcharge modifier increases the cost of an item, and can be applied using the following
application methods:
• Percent
• Amount
• Lumpsum
• New Price
A surcharge can be used to apply taxes, handling charges, and other special costs in the price.
Scenario 1
Customers in the National Accounts territory who spend less than $1000 per order receive a 2
percent surcharge.
Scenario 2
Any customer placing a rush order (delivery required within two days) has to pay a $50
surcharge for special handling.
Qualifier Overview
A qualifier consists of one or more conditions that define eligibility for a particular price or
benefit. Qualifiers are an intrinsic part of pricing logic that enable you to create eligibility rules
for modifiers. You can use grouping numbers to create AND and OR conditions between
different qualifier conditions:
• If the Grouping Numbers are the same, AND logic is applied.
• If the Grouping Numbers are different, OR condition is applied.
• If the Grouping Number is –1, then that qualifier is always used with an AND condition
with the other qualifiers. The qualifier with a grouping number of –1 is mandatory and
must be satisfied, irrespective of other qualifiers.
• A Modifier List with four line modifiers that determine how to use the formulas
Note: For freight charge modifiers, you can apply freight charges corresponding to ONLY
ONE Charge name (such as "Freight Costs") even if several charge names qualify.
Assumptions
• Oracle Order Management Super User responsibility
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Defining the First Formula
4. Place your cursor on the Formula name field, clear the record, and enter the next formula:
− Name = XX-Handling
− Description = Item Quantity x Constant .05
− Formula = 1*2
9. Click OK.
10. In the Modifiers Summary tab, enter the following modifier line information:
Modifier
Number Level Modifier Type Start/End Dates Automatic Pricing Phase Bucket
Freight1 Line Freight/Special Optional Selected 50 (Line 1
Charge Charges)
12. Click Line Qualifiers and enter the following qualifier data:
Modifier Start/End
Number Level Modifier Type Dates Automatic Pricing Phase Bucket
Freight2 Order Freight/Special Optional Selected 70 (Charges: (blank)
Charge Header/All Lines)
Modifier Start/End
Number Leve Modifier Type Dates Automatic Pricing Phase Bucket
l
Handling1 Line Freight/Special Optional Selected 50 (Line 1
Charge Charges)
29. Return to the Main tab of the Modifier header and select the Active check box.
Creating a Sales Order Using the Freight and Handling Charge Modifier
34. Save your work and note the order number ---------------.
35. Click Actions > Charges and Freight Costs to view your charges.
37. Navigate to the Order Information tab, and select Actions > Charges. No charges should
apply.
39. Increase the quantity ordered (such as quantity 20) of the order line so that the ordered
amount exceeds $10,000.
41. Click Actions > Select Charges and Freight Costs to view your charges. There should be
none (provided Order Total is above $10,000).
42. Close the window and select the Order Information tab.
43. Click Actions > Charges. There should be a line for Freight Costs of $750 and a line for
Handling Costs of $50 (provided the Order Total is greater than $10,000).
3. (I) Save.
6. (I) Save.
Note: For freight charge modifiers, you can apply freight charges of one Charge Name (such as
"Freight Costs") only once even if more number of charges qualifies.
Creating a Sales Order Using the Freight and Special Charge Modifier
33. (I) Save your work and note the order number ______________.
34. (B) Actions > Charges and Freight Costs to view your charges.
39. Increase the quantity ordered (such as quantity 20) of the order line so that the ordered
amount exceeds $10,000.
41. (B) Actions > Charges and Freight Costs. There should be no changes provided that the
Order Total is above $10,000.
There should be a line for Freight Costs of $750 and a line for Handling Costs of $50
(provided the Order Total is greater than $10,000).
Viewing Errors
Errors in your price book will be indicated in the Search Results and within your price book.
There is also a seeded template to view pricing errors.
Delivery Leg
A delivery leg is synonymous to bill of lading and consists of at least two stops. A bill of
lading is an agreement between the shipper and carrier acknowledging receipt of goods
shipped. The bill of lading has all the details specifying the terms of delivery. A delivery might
consist of several delivery legs to reach its final destination.
Containers/LPNs
License Plate Numbers (LPNs), also known as containers, are used for packing delivery lines.
You can create containers without assigning them to a delivery. This is useful if you want to
create multiple containers of the same type then pack them with unassigned delivery lines.
Pick Release
Pick release is the process of finding and releasing eligible delivery lines that meet the release
criteria that you specify. Pick release creates move orders for picking from inventory. The
release criteria is defined based on your business requirements. You customize the release
criteria by defining the following:
• Release Rules: The release rules identify which delivery lines should be considered for
pick release and the picking operations that should be performed on the selected lines.
• Release Sequence Rules: The release sequence rules define the order in which eligible
picks are allocated inventory.
• Pick Slip Grouping Rules: The pick slip grouping rules define how released order lines
are grouped on the pick slips for ease of picking.
Move Orders
A move order is a request to transfer materials from a subinventory to a staging location. The
pick release process creates move orders pre-approved requests for subinventory transfer. The
move order consists of move order lines that must be moved from the subinventory to the
staging location. To release the move order lines, the lines must be allocated with the materials
from the subinventory. Oracle Inventory picking engine fills in the move order lines with the
transaction details. It also places a high-level reservation on the material if no reservation
previously exists. This process is called allocation.
Staging Location
A staging location is the destination subinventory where the materials are deposited after
picking. Material deposited in the staging location is then in position for its next step, which is
ship confirm. Each organization must designate at least one staging subinventory. In a
warehouse, the staging location is physically located typically near the shipping dock. Staging
subinventories should be reservable. Each pick release batch created at pick release will have
the same destination staging subinventory.
Pick Confirmation
Pick confirmation is a process that performs the transfer of materials from the source
subinventory location to the staging location. The transfer is performed based on the allocation
made by Oracle Inventory to the move order lines. Pick confirmation automatically transfers
the high level reservation to an allocated reservation (including lots, subinventory, and
locators) in the staging location.
Ship Confirm
Ship Confirm is the process of confirming that items have been shipped from the staging
location. Delivery lines must be in the Staged/Pick Confirmed status to perform Ship Confirm.
During Ship Confirm you can perform the following actions:
• Backordering: Backordering when only a partial quantity of items that were pick released
require shipping. When a delivery line is backordered, the delivery line is split into two
delivery lines. The original line quantity is the detailed quantity. The new line quantity is
the difference between the requested quantity and the detailed quantity.
• Consolidating Backorders: Consolidating backorders is an automatic process that
combines several backordered delivery lines having the same source line, back into one
delivery line. Consolidating Backorders is performed during Pick Release, Cycle Count,
or Ship Confirm. When a backorder occurs, Oracle Shipping Execution searches for the
existing backorder delivery lines for a particular source line.
Note: To consolidate backorders the Consolidate Backorder Lines field in the Global
Parameters window must be selected.
• Making Items Non-Reservable: Making items non-reservable places a reservation on the
items such that they are not available for other delivery lines. While making the items
3. (T) Lines
− Line Status: Not Shipped
5. (B) Find. All lines which are not shipped are displayed in the Shipping Transaction Form
10. Click on the Vertical Splitter on the right of the Shipping Transaction Form to view the
Packing Calculator.
Query Manager
(N) Shipping > Transactions > Query Manager
The Query Manager is a window used to search and save queries created on the shipping
entities. You create customized queries by entering your search criteria and saving them. You
can use the saved query for future searches. The queries are classified into the following:
• Personal Query: Queries you save for your personal use. This query is not available to
other users.
• Public Query: Queries you save and share with other users. This is very useful if you
want to centrally manage the queries.
• Temporary Query: Queries that are not used frequently such as those that you use only
once. These are queries which are not used frequently. Temporary queries are not saved
and are valid for that session only.
Data Manager
The data manager is a part of the Shipping Transactions form. You can perform the following
using the data manager:
• Create or modify data pertaining to shipping entities
• Plan shipping entities
• Perform shipping operations such as Pick Release and Ship Confirm
• Generate reports
2. (M) Tools > Change View to toggle between the two Quick Ship views. The two Quick Ship
views are as follows:
− Delivery Confirm View
− Trip Confirm View
Finding Deliveries
3. Ensure that you are in the Delivery Confirm View.
4. You can find the deliveries in the Quick Ship window using any one the following methods:
− Enter the delivery in the Name field and click Tab
− Click on Name LOV to find for a delivery.
− Click on the Find icon to find the delivery using Find Deliveries window. In the
Find Deliveries window, you can find the delivery based on the search criteria you
enter.
7. To change the position of a field in the Quick Ship window, you can use anyone of the
following methods.
• Click on the field to be moved. Click (M) Folder and click on Move Right, Move Left,
Move Up, and Move Down to move to respective position.
10. Select the Show Additional Delivery to display the Additional tab.
11. Select the Show Trip Information to display the Trip tab
Roles
(N) Shipping > Setup > Grants and Role Definitions > Define Roles
Oracle Shipping Execution provides a role to each user that controls the access of Action list
and Tools menu in the various user interfaces.
Defining Roles:
• Roles provide data access controls. You can assign the following data access controls to
each role:
- Data Access Edit: This enables you to edit and view data pertaining to shipping
entities
- Data Access View: This enables you to only view data pertaining to shipping entities
- Data Access None: This prevents you from editing and browsing data and
performing actions
• You can create your own customized roles by defining the access controls to match
responsibilities of your shipping personnel.
Defining and Copying Shipping Execution Roles
1. (N) Shipping > Setup > Grants and Role Definitions > Define Roles
3. (T) Trips.
5. (B) Disable All to block all trip activities for this role.
6. (T) Stops.
8. (B) Disable All to block all stop activities for this role.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1. Define a new role for your shipping clerks named XX-Shipping Clerk. Disable access to all
functions under Trips and Stops.
1. Login to the database using the User Name and Password supplied by your instructor.
Choose Responsibility
Define a Role
(N) > Shipping > Setup > Grants and Role Definitions > Define Roles
3. Name: XX-Clerk.
5. (T) Trips.
15. Save.
1. (N) Shipping > Setups > Grants and Role Definitions > Grants
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1. Grant the shipping clerk role to the OMSUPER user for all Organizations.
1. Login to the database using the user name and password supplied by the instructor.
Choose Responsibility
Grant Role
3. (N) > Shipping > Setup > Grants and Role Definitions > Grants
− User OMUSER
− Role: XX-Clerk.
− Leave Org. blank.
− Accept Start and End Dates.
Freight Carriers
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Carriers
A freight carrier is a commercial company that transports shipments to and from customers,
suppliers, and internal organizations. A freight carrier can consist of different service levels
and mode of transportation. You must assign a freight carrier to a delivery in order to ship
confirm if Enforce Ship Methods is enabled in Global Shipping Parameters window. You can
classify a freight carrier as follows:
• Active: An active carrier is a carrier attached with a vehicle.
• Generic: A generic carrier is virtual carrier that is attached to a vehicle. A generic carrier
can be defined to set up the transit time between an origin and destination. Only transit
time information can be specified for a generic carrier. Other information such as rating,
manifesting, load tendering cannot be defined for a generic carrier.
Note: The ship method of the freight carrier can be used by the organization only if the ship
method is assigned to the organization.
Ship Method
Ship method is the concatenation of the following:
1. (N) Shipping > Setup > Freight Carriers, Cost Types > Freight Carriers
5. Select Assigned check box for the Organization M1 and click Done.
Freight Costs
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Cost Types
You can define freight cost types, which can be attached to shipments. You can attach multiple
freight costs to a shipment. You can group freight costs based on the freight cost types.
The prerequisites for defining freight costs are:
• Define values for Freight Cost Type lookups
• Define pricing modifier and optionally a pricing formula to pass freight costs to Oracle
Order Management and Oracle Accounts Receivable
You can define the freight costs in the Freight Cost Types window. You can define the
following attributes in the Freight Costs Types window:
• Name of the Freight Cost
• Type of Freight Cost
• Currency of Freight Cost
• Amount of Freight Cost
• Effective period in which the Freight Cost is valid
1. (N) Shipping > Setup > Freight Carriers, Cost Types > Freight Cost Types
Transit Times
(N) Shipping > Setup > Freight Carriers, Cost Types > Shipment Transit Types
Transit time is the time taken to ship material using a given ship method from origin to
destination. Transit time can be specified for the shipments between the following:
• Organizations
• Supplier and Organizations
• Supplier and Customers
• Third Party Warehouses
Before defining the transit times, you have to define freight carriers and assign them to
organization to get valid ship methods.
You can use the Transit Times window to define the transit time between two locations. You
can define the following in the Transit Times window:
• Origin Type: You can select the location type such as
- Internal Location
- External Location
- Region
Copyright © Oracle, 2007. All rights reserved.
4. Enter the reports to be included in the document set in the next lines until completed.
8. Edit Effective Dates, Printing Method, add new documents, or delete existing ones.
Document Categories
(N) Shipping > Setup > Documents > Document Categories
You can use the Document Categories functionality to categorize the shipping documents. Use
the Document Categories window to define the document categories.
You can create more than one document category for a document. For example, while printing
the Bill Of Lading (BOL) for a freight carrier, you want the name of the freight carrier to
printed as a suffix in the document, you can define a separate document category for the freight
carrier. When you use different BOL sequence for each carrier, you can identify the carrier by
looking at the BOL.
Document categories can be specified for the following:
• Document Types/Ship Method/Carriers: When you specify the document categories for
specific document types, ship method, or carriers, you can identify the document.
• Location: A specific location can be attached to the document category. For example, if
you have a freight carrier named Trucking Company and when it has the following
departure:
- From warehouse 1, the bill of lading number is WH1-12345- Trucking Co
Document Sequences
(N) Shipping > Setup > Documents > Document Sequences
Define document sequences to generate a unique numbering sequence for documents in Oracle
Shipping Execution. Use the Document Sequences window to define the document sequence.
For example, you can specify unique document sequencing for BOL and packing slips in
Oracle Shipping Execution.
You can define the following in the Document Sequence window:
• Name: The name of the document sequence
• Application: The application to which the document sequence can be applied
• From: The start date from which the document sequence is valid
• To: The end date till which the document sequence is valid
• Type: You can select the following options:
- Automatic
- Manual
- Gapless
Shipping Exceptions
During shipping and transportation of goods there are many possibilities of encountering a
situation that violates the requirements of a shipper, transportation carrier, or the customer.
These situations are called Shipping Exceptions. The process of handling the exception is
called Handling Shipping Exceptions. Shipping Exceptions enable you to identify and handle
nonconforming operations that violate the requirements of your business or that of your
carriers and customers.
The shipping entities that can incur shipping exceptions are delivery, delivery lines, containers,
trips, and stops. For each shipping entity the shipping exceptions logged against it are
displayed in the Shipping Transactions form and Quick Ship window. If there is any exception
logged against an entity, the Exception check box is enabled. The color of checkbox will
display the level of exception. They are as follows:
• Red: This color of the checkbox indicates that there exist at least one exception for this
entity which is an error
• Yellow: This color of the checkbox indicates that there exists at least one exception for
this entity which is a warning
Find Exception
1. (N) Shipping > Exceptions
2. (I) Find.
3. To view all exceptions, leave the search fields blank and choose the Find button.
− Exception Name: The particular name of the exception: for example, Picking Hold
exception.
− Logging Entity: The log-on entity of the exception: shipper, receiver, or
transportation carrier.
− Logged At Location: The location where the exception report was run (logged
location may be different from where the shipping exception occurred).
− Exception Location: The location where the shipping exception occurred.
− Inventory Organization: Exceptions according to a particular inventory
organization.
− Exception Type: Type of exception: delivery, picking, and trip.
− Exception Behavior: The behavior of the exception:
− Error: The exception must be handled before the task can be completed.
− Information Only: The exception must be handled before the task can be
completed. However, you can override it so that the task can be completed.
− Warning: A warning is given but the task can be completed.
− Delivery Name: Exceptions for a particular delivery name.
− Status: Describes the current status of the exception:
− Open: Initial status--not yet associated with an exception name.
− Closed: This exception is closed.
− No Action Required: No handling required for this exception.
− Departure Date: Exceptions according to the departure date.
− Arrival Date: Exceptions according to the arrival date.
− Creation Date: Exceptions according to the date of creation.
View Exceptions
6. Click the tab that corresponds to the information you want to view or update. For example,
to update trip information for an exception, choose the Trip tab. Choose from the following
tabs:
− Exception tab: Displays general details about the exception ID, such as the
exception ID, exception type, exception name, and a description of the exception.
8. (B) Open to display the selected exception in the Log Exception window.
9. Select the tab to display the details that you want to view or update: Exception tab,
Trip/Delivery/Container tab, or Inventory tab.
In this practice you will learn how to create a Release Sequence rule.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1. Create a release sequence rule with a name of XX-Oldest First that will allocate inventory to
the orders with the earliest ship date. If multiple orders have the same ship date, you want
the oldest orders to be filled first. Use an ascending priority scheme.
1. Login to the database using the user name and password supplied by your instructor.
Choose Responsibility
3. (N) Shipping > Setup > Picking > Define Release Sequence Rules
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1. Define a new pick slip grouping rule with a User Defined Pick Methodology, the name XX-
Subinventory and select source subinv to group By.
1. Login to the database using the user name and password supplied by your instructor.
Choose Responsibility
3. (N) Shipping > Setup > Picking > Define Pick Slip Grouping Rules
− Pick Methodology: User Defined.
− Rule Name: XX-Subinventory.
− Description: Group picking lines by source subinventory.
− Group by: Source Subinv.
Release Rules
Order Management Super User, Vision Operations (USA)
(N) Shipping > Setup > Picking > Define Release Rules
Define the release rules to specify the criteria by which the delivery lines are selected for pick
releasing and to determine the picking operations that will be performed on the delivery lines.
Release rules provide a means for defining one time setup for your pick release process. Create
the release rules in the Release Rules window. You can create a customized pick release rule
with its own set of unique parameters for pick releasing. Pick Release Rules are more
convenient to use when you run pick release regularly based on the same set of criteria.
Note: You must have a release rule defined when you pick release using Release Sales Order
SRS or when you use the Auto Pick Pack and Ship features.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1. Create a Release Rule with a name of XX-Seattle’s Rule that will select eligible order lines
that are shipping from Seattle’s M1- location. Your rule will pick unreleased orders as well
as backorders.
2. Select your XX-Oldest First Release Sequence Rule and choose to Autocreate Deliveries.
3. Use M1 as the Warehouse, select your XX-Subinventory Pick Slip Grouping Rule and
choose to Auto Allocate and Auto Pick Confirm.
1. Login to the database using the user name and password supplied by your instructor.
Choose Responsibility
3. (N) Shipping > Setup > Picking > Define Release Rules Form > (T) Order
− XX-Seattle’s Rule
− All
4. (T) Inventory
− M1
− XX-Subinventory
− Yes
5. (T) Shipping
− M1-Seattle
− XX-Oldest First
Auto Allocate
Auto allocation is the process by which you can automatically allocate move order lines with
subinventory items based on the Oracle Inventory picking engine. To autoallocate during pick
release you can set the Auto Allocate field in the Inventory tab of Release Sales Order for
Picking window to Yes.
The release sequence rule selected for the pick release determines the order in which the move
orders are allocated with materials. During allocation a high level reservation is placed on the
items.
Allocation of inventory is a prerequisite for printing pick slips. The pick slip grouping rule
selected during pick release determines the grouping criteria for the picked lines in the pick
slip.
You can set the Auto Allocate option to Yes by default by setting the Auto Allocate checkbox
to Yes within the Pick Release tab of the Shipping Parameters window. For more information
refer to Pick Release slide.
Autocreate Deliveries
You can automatically create deliveries for delivery lines that are not assigned to delivery.
During pick release you can check the Auto-Create Deliveries checkbox in the Shipping tab of
Releasing Sales Order for Picking window to autocreate deliveries. The delivery lines are
grouped together to form a delivery based on the parameters set in the Delivery Parameters tab
within the Shipping Parameters window. You can also select a set of delivery lines in the
Query window and autocreate delivery. For more information refer to Delivery Tab in Shipping
Parameters Window.
Creating Containers
Containers, also known as License Plate Numbers (LPNs), are used to pack items. LPNs can be
created at any point in the shipping process. Packing is the process in which the items are
packed into containers. LPNs can be created in the following ways:
• Manually: You can create LPNs without assigning them to a delivery. You can use this
method, when you want to create multiple containers of the same type and then pack them
with unassigned delivery lines. This makes packing more flexible because you can plan
and pack ahead of time or as needed.
• Automatically: Auto-packing provides a convenient and quick way of automatically
packing delivery lines into LPNs. The delivery lines are packed into the LPNs based on
the Container-item relationship set up in Oracle Shipping Execution or in Oracle
Inventory.
Note: You can pack delivery lines into LPNs regardless of whether they are pick released or
not pick released.
Container-Item Relationship
(N) Shipping > Setup > Container Load Details
The container-item relationship defines the container used for packing the delivery lines. When
setting this relationship define the maximum quantity of load items (delivery lines) that can be
packed into a container. For example, when you define 12 items of X that can be packed into
Y, this information is used to calculate the following:
• Calculate the number of containers required for delivery lines in a delivery or trip. This
enables you to use the auto-pack function to auto-pack delivery line items into new
containers. The number of containers required to pack the delivery lines is automatically
calculated based on the container-item relationships.
• Calculate the fill percentage for containers when the Fill Percentage Shipping parameter is
set to Quantity. For more information refer to General Tab In Shipping Parameters slide.
Note: The container-item relationship is only used for autopacking when the Shipping
Parameter, Percent Fill Basis is set to Quantity.
You can define the container-item relationship in the Container-Item Relationships window.
• Container Item: Select the container item from the list of values bag, tote, A2-box
3. Continue defining all your Container-Item relationships in the next lines until completed.
Packing Workbench
Use the Packing Workbench window to split the delivery lines between containers or to pack
sequentially one container at a time to its full capacity. The Packing Workbench window
consists of the following:
• LPNs: This displays the containers and its contents.
• Lines: This displays the delivery lines.
• Available Capacity: This section displays the available capacity to be filled-in in the
containers.
• Item Total: This displays the total weight and volume of the delivery lines in all the
selected containers. As the containers and delivery lines are selected or deselected in the
LPNs and Lines tab respectively, the total net weight and volume in this section is
recalculated.
Note: The item total is calculated only if Product Items field is set to Weight and Volume
in Oracle Inventory.
• Packing Mode: The packing of items can be packed into the containers using two
methods. They are as follows:
Workflow Lookups
The following lookups support workflow in Oracle Shipping Execution:
•R_DEL_GEN: Used with Delivery Flow – Generic, this lookup reflects operations performed
on generic outbound deliveries.
•R_SCPOD_C: Used with Ship to Deliver workflow, this lookup performs the operations
between ship confirm and final delivery.
•R_TRIP_GEN: Used with Trip Flow – Generic, this lookup reflects operations performed on
generic outbound trips.
Business Events
Business events are represented within workflow processes by event activities. By including
event activities in a workflow process, you can model complex processing or
routing logic for business events beyond the options of directly running a predefined function
or sending the event to a predefined recipient.
Business events leverage Oracle Advance Queuing to communicate business events between
systems.
Business events specific to workflow in Oracle Shipping Execution include the following:
•Wsh.delivery:
• oracle.apps.wsh.delivery.gen.closed: Delivery Closure Event
• oracle.apps.wsh.delivery.gen.interfaced: Delivery OM, INV Interface Event
• oracle.apps.wsh.delivery.gen.setintransit: Delivery Set to Intransit Event
• oracle.apps.wsh.delivery.gen.shipconfirmed: Delivery Ship Confirm Event
• oracle.apps.wsh.delivery.itm.submittedscreeningatdelcreate: Delivery Export Screening at
Creation Event
Purging Workflows
The concurrent program named Purge Obsolete Workflow Runtime Data is used to purge
Shipping Execution workflows. See: Oracle Workflow Administrators Guide for more
information.
Shipping Purge is also used to purge Shipping Execution workflows when deliveries and trips
with related workflows are purged.
Shipping Lookups
(N) Shipping > Setup > Lookups
Lookups are how you define selections within a list of values (LOV). The Lookups window
enables you to search for existing lookups, edit existing lookups, and create new lookups.
The following header fields are used when defining a lookup:
• Type: This is the internal name used to identify the lookup.
• Meaning: This is the meaning of the lookup type.
• Application: This is the Oracle application that uses the lookup (Shipping Execution).
• Description: This is the description of the lookup.
The body of the Lookups window contains the following:
• Code: This is a unique code that is used for each value in the lookup.
• Meaning: This is the meaning of the code used for each value.
• Description: This is the description of the code used for each value.
• Effective Dates To / From: These are the dates that are used for the value.
• Enabled: This check box enables the value.
Shipping Parameters
The values for the parameters you specify in Shipping Parameters window are set as the default
values for the parameters in your successive operation. You must enter an organization before
assigning values to the parameters in this window. The Shipping Parameters window consists
of five tabs, they are General, Pick Release, Shipping Transaction, Delivery, and
Transportation.
Profile Options
The following list represents profile options available with Oracle Shipping Execution:
• WSH: Express Pick - If this profile is enabled (YES), then the Pick Release process will
skip move order line creation, allocations, and the pick confirm process if the following
conditions are met:
- Prior Reservations Only is checked in the Release Sales Orders window before
submitting pick release request
- Auto Pick Confirm is set to Yes in the Release Sales Orders window before
submitting pick release request
If the above conditions are met then the lines will not be Staged if:
- Organization to which line belongs is WMS enabled OR
- The sales order line does not have detailed reservation OR
- Line is not part of ship set but is part of Model/Kit (which has Ship Model Complete
set to Yes) and the shipping parameter Enforce Ship Sets and Ship
- Models is set to Yes OR