1. Oracle Order Management SuiteImplementation Manual, Volumes 1 & 2Release 11iAugust 2002 Part No. A95861-01

2. Oracle Order Management Suite Implementation Manual, Volume 1 Release 11i Part No. A95861-01 Copyright 1996, 2002, Oracle Corporation. All rights reserved. Contributing Authors: Ginger Alexander, Francesca Amezquita, Rajeev Bellamkonda, Rajeev Bellamkonda, Reb Bowman, Sagar Boyapati, Zeeshan Butt, Charlene Chandonia, Manish Chavan, Michael Cummings, Shashi Dhar, Sasi Erla, Joshua Gould, Nitin Hase, Jayarama Holla, Matilde Jareno, Nithya Lakshmanan, Nancy Lynn Klokke, Vivian Y. Lee, Maria Matheny, Tony Maxey, Vidyesh Mishra, Tom Myers, Vijay Pillarisetti, Hemalatha Raman, Sumeet Rijhsinghani, Sandy Rota, William Rudge, Jolin Salazar-Kish, Leena Sampemane, Esha Sen, Rohit Shivram, Alok Singh, Renganathan Sreenivasan, Kannan Tarakad, Bonnie Williams, Samuel Wong, John Young, and Jessica Zhang. 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Contents Send Us Your Comments ................................................................................................................ xxiii Preface......................................................................................................................................................... xxv Audience for This Guide................................................................................................................... xxv How To Use This Guide .................................................................................................................... xxv Documentation Accessibility ...................................................................................................... xxv Other Information Sources .............................................................................................................. xxvi Online Documentation................................................................................................................ xxvi Related Users Guides................................................................................................................ xxvii Guides Related to All Products ................................................................................................ xxvii User Guides Related to This Product ...................................................................................... xxvii Installation and System Administration ................................................................................ xxxvi Other Implementation Documentation................................................................................. xxxviii Training and Support................................................................................................................ xxxix Do Not Use Database Tools to Modify Oracle Applications Data............................................... xl About Oracle........................................................................................................................................... xl Your Feedback ....................................................................................................................................... xli1Implementing Order Management Introduction ......................................................................................................................................... 1-22Order Management: New Features Introduction ......................................................................................................................................... 2-2 Architected for e-Business ................................................................................................................ 2-2iii 4. New Features ....................................................................................................................................... Oracle Order Management as a Fulfillment Engine................................................................ Order Capture from Any Source................................................................................................ Reduce Implementation Risk and Lower Cost of Ownership ............................................... A New Look Takes Ease of Use to the Next Level...................................................................32-3 2-3 2-3 2-4 2-4Shipping Execution: New Features Introduction ......................................................................................................................................... New Features ....................................................................................................................................... Shipping Transaction Form......................................................................................................... Tracking Freight Cost................................................................................................................... Transportation Calendar.............................................................................................................. Container Management ............................................................................................................... Enhanced Pick Release................................................................................................................. Transfer of Reservations to Cycle Count................................................................................... Over/Under Shipments............................................................................................................... Over Picking .................................................................................................................................. Shipping Exceptions ................................................................................................................... INTRASTAT & EXTRASTAT Movement Statistics ............................................................... Global Packing Slip..................................................................................................................... Master Bill of Lading .................................................................................................................. Attachments for Shipping ......................................................................................................... United Parcel Service (UPS) Integration ................................................................................. Enhanced Pick Slip Grouping Rules ........................................................................................ Document and Label Printer Assignments ............................................................................. Roles and Users........................................................................................................................... Additional Line Status ............................................................................................................... Decimal Quantities for Standard Items ................................................................................... Integration with Oracle Project Contracts..............................................................................3-2 3-2 3-3 3-4 3-4 3-5 3-5 3-8 3-9 3-9 3-10 3-10 3-10 3-11 3-11 3-11 3-12 3-13 3-13 3-15 3-16 3-164 Setup Overview .............................................................................................................................................. 4-1 Oracle Order Management Recommended Setup........................................................................ 4-3 Order Management Profile Options ............................................................................................. 4-15iv 5. Enabling Order Management Parameters.................................................................................... Taxation............................................................................................................................................... Defining Order Management QuickCodes ................................................................................. Defining Freight and Special Charge Types ............................................................................... Viewing Notifications...................................................................................................................... Defining Document Sequences for Order Numbering............................................................. Defining Order Management Transaction Types ....................................................................... Defining Sales Credit Types........................................................................................................... Defining Order Import Sources..................................................................................................... Overview of Processing Constraints............................................................................................. Defining Processing Constraints ................................................................................................ Processing Constraints Usage....................................................................................................... Defining Validation Templates.................................................................................................... Defining Record Sets ..................................................................................................................... Overview of Defaulting Rules ..................................................................................................... Defining Defaulting Rules ........................................................................................................... Overview of Credit Checking ...................................................................................................... Defining Credit Profiles................................................................................................................ Defining Credit Usage Rule Sets................................................................................................. Assigning Credit Usage Rule Sets............................................................................................... Defining Credit Check Rules ....................................................................................................... Deactivating Credit Checking...................................................................................................... iPayment Processing ...................................................................................................................... Defining Holds................................................................................................................................ Overview of Attachments ............................................................................................................. Defining Documents in Advance ................................................................................................ Defining Attachment Addition Rules ........................................................................................ Defining Document Categories ................................................................................................... Overview of Shipping Tolerances ............................................................................................... Defining Shipping Tolerances ..................................................................................................... Trading Community usage within Order Management..........................................................54-47 4-51 4-55 4-57 4-71 4-72 4-75 4-92 4-93 4-95 4-101 4-107 4-108 4-111 4-113 4-121 4-132 4-144 4-150 4-154 4-157 4-166 4-167 4-170 4-175 4-178 4-178 4-179 4-183 4-185 4-187Sales Order Process Overview .............................................................................................................................................. 5-2 Required Setup.................................................................................................................................... 5-2v 6. Process Steps ........................................................................................................................................ 5-5 Workflow ............................................................................................................................................ 5-116Returns Overview .............................................................................................................................................. Required Setup.............................................................................................................................. Process Flow......................................................................................................................................... Workflow .....................................................................................................................................7Drop Shipments Overview .............................................................................................................................................. Required Setup.................................................................................................................................... Process Steps ........................................................................................................................................ Workflow ..............................................................................................................................................88-2 8-2 8-3 8-4Configure-to-Order Overview .............................................................................................................................................. Required Setup.................................................................................................................................... Process Steps ........................................................................................................................................ Workflow ....................................................................................................................................... Configured Item Workflow....................................................................................................... Related Processes ..............................................................................................................................107-2 7-2 7-3 7-3Internal Orders Overview .............................................................................................................................................. Required Setup.................................................................................................................................... Process Steps ........................................................................................................................................ Workflow ..............................................................................................................................................96-2 6-2 6-5 6-139-2 9-4 9-5 9-9 9-12 9-15Introduction to Basic Pricing Overview ............................................................................................................................................ 10-2 Overview of Basic Pricing ............................................................................................................... 10-2 Definitions ......................................................................................................................................... 10-3vi 7. Feature Highlights ............................................................................................................................ 10-4 Process Flow for Implementation.................................................................................................. 10-711Price Lists Overview ............................................................................................................................................ General Basic Price List Capabilities........................................................................................... Role of precedence in resolving multiple price lists.............................................................. Price List Active Flag ................................................................................................................. Price List Deletion....................................................................................................................... Pricing Attributes - in Pricing Context Flexfield....................................................................12Modifiers Overview ............................................................................................................................................ Implementing Modifiers................................................................................................................. Types of Adjustments ...................................................................................................................... Modifiers: How Do I Define My Product Hierarchy................................................................. Modifiers: How are they qualified? ......................................................................................... Modifier Applications Methods .................................................................................................... Modifier: Additional Controls and Special Considerations................................................. Manual Adjustments........................................................................................................................ Applying Manual Adjustments................................................................................................1311-2 11-2 11-4 11-5 11-5 11-612-2 12-2 12-2 12-3 12-4 12-5 12-6 12-7 12-7Agreements Overview of Agreement Features .................................................................................................. Type of Agreement..................................................................................................................... Agreement Revisions ................................................................................................................. Define Special Terms.................................................................................................................. Pricing Agreement Price List and Lines.................................................................................. Customer Items........................................................................................................................... Single Currency........................................................................................................................... Agreements Setup............................................................................................................................. Defining Agreements.......................................................................................................................13-2 13-2 13-3 13-3 13-3 13-4 13-4 13-4 13-5vii 8. 14GSA Pricing Overview of GSA Features ............................................................................................................. Government Services Pricing Guidelines................................................................................ Minimum Price Floors ............................................................................................................... GSA Pricing = GSA Discount.................................................................................................... GSA Violation.............................................................................................................................. Setup GSA Pricing............................................................................................................................ Defining GSA Pricing...................................................................................................................... List Qualifiers .............................................................................................................................. Modifier Summary .....................................................................................................................15Formulas Overview of Formulas...................................................................................................................... Defining Formulas ...................................................................................................................... Formula SetUp Form.................................................................................................................. Updating Formula Pricing.........................................................................................................1614-2 14-2 14-2 14-2 14-3 14-3 14-4 14-6 14-715-2 15-2 15-2 15-6Pricing Profiles Overview ............................................................................................................................................ 16-2 Profile Options .................................................................................................................................. 16-2 Setup Profile Options Summary.................................................................................................... 16-217Using Defaulting Rules in Basic Pricing Overview ............................................................................................................................................ Pricing Date ................................................................................................................................. Agreement ................................................................................................................................... Price List....................................................................................................................................... Currency Code ............................................................................................................................1817-2 17-2 17-2 17-2 17-2Simple Pick & Ship Process Overview ............................................................................................................................................ 18-2 Required Setup.................................................................................................................................. 18-2 Process Steps ...................................................................................................................................... 18-3viii 9. 19Simple Pick & Ship Process UsingMobile Devices and UPSOverview ............................................................................................................................................ 19-2 Required Setup.................................................................................................................................. 19-3 Process Steps...................................................................................................................................... 19-420Simple Pick & Ship Process Using Containers/LPNs Overview ............................................................................................................................................ 20-2 Required Setup.................................................................................................................................. 20-2 Process Steps ............................................................................................................................... 20-421Hold Management Overview ............................................................................................................................................ Required Setup.................................................................................................................................. Process Flow....................................................................................................................................... Workflow ..........................................................................................................................................2221-2 21-2 21-4 21-19Oracle Configurator Setup Requirements Overview ............................................................................................................................................ 22-2 Configurator....................................................................................................................................... 22-223Order Import Overview ............................................................................................................................................ Feature Functions and Basic Instruction - What is it? How is it used? .................................. Tools/Techniques of Feature - APIs, Workflow.......................................................................... Setup Steps to Implement Order Import ..................................................................................... Loading the Import tables............................................................................................................... Flags.............................................................................................................................................. Actions Table ..................................................................................................................................... IDs vs. Codes ................................................................................................................................... Matching Changes to Orders........................................................................................................ Summary/Conclusion ....................................................................................................................23-2 23-2 23-6 23-6 23-7 23-7 23-9 23-10 23-10 23-11ix 10. 24Invoicing Overview ............................................................................................................................................ Feature Functions and Basic Instruction - What is it? How is it used?................................... Invoicing and Fulfillment .......................................................................................................... Discounts...................................................................................................................................... Freight and Other Charges ........................................................................................................ Over and Under Shipments ...................................................................................................... Credit Cards ................................................................................................................................ Notes/Attachments.................................................................................................................... Viewing the Invoice.................................................................................................................... Tools/Techniques of Feature - APIs, Workflow.......................................................................... Setup Steps to Implement Invoicing ............................................................................................ Troubleshooting ................................................................................................................................ Summary/Conclusion.......................................................................................................................25Shipping Execution Setup Overview of Setup ............................................................................................................................ Setup Steps......................................................................................................................................... Profile Options .................................................................................................................................. Defining Roles and Users ............................................................................................................. Upgrading and New Installation Considerations for Roles and Users ............................ Defining a New Role ................................................................................................................ Copying an Existing Role ........................................................................................................ Granting a Role to a User......................................................................................................... Finding Grants and Roles ........................................................................................................ Updating a Users Grant .......................................................................................................... Defining Shipping Parameters .................................................................................................... Defining General Parameters.................................................................................................. Defining Pick Release Parameters .......................................................................................... Defining Shipping Transaction Parameters.......................................................................... Defining Delivery Grouping Parameters .............................................................................. Defining Freight Carrier Ship Method Relationships ............................................................ Defining Freight Costs................................................................................................................... Defining Document Sequences ................................................................................................... Defining Document Categories ...................................................................................................x24-2 24-3 24-3 24-3 24-3 24-4 24-4 24-4 24-4 24-5 24-6 24-8 24-925-2 25-4 25-9 25-12 25-13 25-13 25-18 25-18 25-21 25-23 25-26 25-27 25-29 25-32 25-35 25-37 25-44 25-46 25-48 11. Assigning Document Sequences to Document Categories .................................................... Defining Shipping Document Sets............................................................................................. Choosing Printers for Shipping Documents and Labels ........................................................ Defining Pick Slip Grouping Rules............................................................................................ Defining Release Rules ................................................................................................................. Defining Release Sequence Rules............................................................................................... Defining Transportation Calendars ............................................................................................ Defining Shipping Exceptions..................................................................................................... Defining Containers and Vehicles .............................................................................................. Defining Container-Item Relationships .................................................................................... Finding Container-Item Relationships....................................................................................... International Trade Management Adapter ................................................................................ Regions and Zones .........................................................................................................................26Shipping Migration Overview ............................................................................................................................................ Functional Differences ............................................................................................................... Migration: Common Technical Considerations .................................................................... Technical Migration R10.7 to R11i ................................................................................................. Technical Migration R11 to R11i .................................................................................................... Data Not Upgraded....................................................................................................................2725-52 25-53 25-56 25-60 25-62 25-66 25-68 25-71 25-72 25-74 25-76 25-78 25-9026-2 26-2 26-4 26-5 26-6 26-7Document Sequencing for Shipping Overview ............................................................................................................................................ Document Categories....................................................................................................................... Defining Document Categories ..................................................................................................... Summary Document Category................................................................................................. Document Sequence......................................................................................................................... Summary Document Sequence................................................................................................. Assign a Document Sequence to a Document Category.......................................................... Summary Assign Category to Sequence ................................................................................. Creating a Bill of Lading ................................................................................................................. Summary Generate Bill of Lading.......................................................................................... Creating a Packing List .................................................................................................................. Summary Generate the Packing Slip .....................................................................................27-2 27-2 27-3 27-4 27-5 27-6 27-6 27-7 27-8 27-12 27-13 27-17xi 12. 28Shipping Execution Reports, Documents, and Processes Overview ............................................................................................................................................ Preliminary Setups ........................................................................................................................... Shipping Parameters Setups ..................................................................................................... Using Text Attachments ............................................................................................................ Pick Slip Report ................................................................................................................................ Backorder Reports............................................................................................................................. Open Deliveries Report ................................................................................................................... Global Packing Slip Report .......................................................................................................... Bill of Lading ................................................................................................................................... Master Bill of Lading Report ........................................................................................................ Mailing Labels................................................................................................................................. Commercial Invoice Report .......................................................................................................... Import Delivery Lines.................................................................................................................... Order Management Interface - SRS ............................................................................................ Inventory Interface - SRS .............................................................................................................. Departure Ship Notice Outbound (DSNO) ...............................................................................2928-2 28-2 28-4 28-4 28-6 28-9 28-9 28-10 28-10 28-11 28-12 28-12 28-12 28-12 28-13 28-13Order Management Reports Report Name Mapping .................................................................................................................... 29-230Flexfield Migration Descriptive Flexfields ...................................................................................................................... 30-231Migrating Profile Options Profile Options .................................................................................................................................. 31-2 System Parameters Setup ................................................................................................................ 31-932Migrating Cycles to Workflow Overview ............................................................................................................................................ Upgrading Order Types ................................................................................................................... Upgrading Order Number Sources ............................................................................................... Upgrade Strategy for Cycles and Cycle History .........................................................................xii32-2 32-2 32-3 32-5 13. Upgrading User Defined Cycle Data ............................................................................................ Upgrading Order Type - Cycle Assignments ............................................................................ Upgrading Cycle History............................................................................................................... Post-Upgrade steps that affect the Cycle History Upgrade .................................................... Cycles Upgrade and other Order Entry features....................................................................... Glossary ............................................................................................................................................A32-6 32-26 32-27 32-35 32-38 32-39Using Workflow in Order Management Overview .............................................................................................................................................. Introduction ......................................................................................................................................... Functional Differences ...................................................................................................................... R11i Features........................................................................................................................................ Flexible and extensible order processes .................................................................................... Automated, Deferred and Manual Transactions ..................................................................... Interactive decision support and exception handling........................................................... Order Management Workflow Standards.................................................................................... Synchronous - Implementing a business function that is automatically executed........... Manual - Implementing a Business Function that Requires User Intervention. ............... Deferred - Implementing a Business Function that is Executed Off-line. .......................... Naming Conventions ................................................................................................................. Activity Results ........................................................................................................................... Default Error Process ................................................................................................................. Access Control............................................................................................................................. Using WorkFlow in Order Management...................................................................................... Set up ............................................................................................................................................ Order or Line Business Processes that are Workflow Enabled............................................ Moving Orders and Lines forward in their flows.................................................................. Tracking order status ................................................................................................................. Workflow and other OM function areas ................................................................................. Error handling............................................................................................................................. Purging Workflow Status Information.................................................................................... Custominzing Order and Line Flows ........................................................................................... Guidelines.................................................................................................................................... Examples...................................................................................................................................... Caveats .........................................................................................................................................A-2 A-2 A-2 A-4 A-4 A-9 A-10 A-11 A-11 A-12 A-12 A-14 A-15 A-16 A-17 A-17 A-17 A-23 A-26 A-28 A-33 A-34 A-35 A-35 A-35 A-37 A-43xiii 14. Conclusion.......................................................................................................................................... A-44BData Model Overview Order Management Overview.......................................................................................................... B-2 The Order Management Tables........................................................................................................ B-3 Sales Credits ................................................................................................................................ B-22 Price Adjustments....................................................................................................................... B-22 Pricing Attributes........................................................................................................................ B-25 Adjustment Attributes ............................................................................................................... B-26 Adjustment Associations ........................................................................................................... B-27 LOT and Serial Numbers........................................................................................................... B-27 KEY Order Management Modules ................................................................................................ B-29 Integration Points........................................................................................................................ B-34 Oracle Order Management Conclusion................................................................................... B-41 Shipping Execution Overview ....................................................................................................... B-41CUsing Credit Cards and iPayment Overview .............................................................................................................................................. Introduction ......................................................................................................................................... Background .......................................................................................................................................... Features Provided ............................................................................................................................... IPayment Process .......................................................................................................................... Types of Authorizations .............................................................................................................. Set Up Required .................................................................................................................................. Profile Options .............................................................................................................................. Reports............................................................................................................................................ Watch Out For ...............................................................................................................................DDefaulting Rules Overview .............................................................................................................................................. Introduction ......................................................................................................................................... Background .......................................................................................................................................... Functional Differences....................................................................................................................... Key Enhancements .......................................................................................................................xivC-2 C-2 C-2 C-3 C-3 C-3 C-6 C-6 C-8 C-8D-2 D-2 D-2 D-3 D-3 15. Terminology .................................................................................................................................. D-3 Attributes and Entities in Order Management ........................................................................ D-3 Conditions ..................................................................................................................................... D-4 Sequence of Defaulting ................................................................................................................ D-5 Sources of Values.......................................................................................................................... D-5 Dependencies ................................................................................................................................ D-6 Controlling Changes .................................................................................................................... D-8 Reports ........................................................................................................................................... D-8 Watch Out For ...................................................................................................................................... D-9 Creating Conditions ..................................................................................................................... D-9 Defaulting vs. Cascading........................................................................................................... D-10 Migration/Upgrade from SVRS ..................................................................................................... D-10 Example............................................................................................................................................... D-11 Conclusion ......................................................................................................................................... D-12EUsing Processing Constraints Overview .............................................................................................................................................. Introduction ......................................................................................................................................... Background .......................................................................................................................................... Functional Differences ...................................................................................................................... Key Enhancements ....................................................................................................................... Terminology .................................................................................................................................. Defining Processing Constraints ................................................................................................ Defining Validation Templates................................................................................................. Defining Record Sets .................................................................................................................. Concurrent Program .................................................................................................................. Report ........................................................................................................................................... Migration/Upgrade from Security Rules ..................................................................................... Examples.............................................................................................................................................E-2 E-2 E-3 E-3 E-4 E-4 E-5 E-11 E-14 E-16 E-16 E-16 E-17F Using Transaction Types Overview .............................................................................................................................................. Introduction ......................................................................................................................................... Background .......................................................................................................................................... Functional Differences ......................................................................................................................F-2 F-2 F-2 F-2xv 16. Key Enhancements ....................................................................................................................... Terminology .................................................................................................................................. Reports............................................................................................................................................ Migration/Upgrade from Order Types............................................................................................ Example................................................................................................................................................. Conclusion..........................................................................................................................................GCustomer Agreements Overview ............................................................................................................................................. Introduction ........................................................................................................................................ Business Needs................................................................................................................................... Major Features .................................................................................................................................... Agreement Types and Agreements .......................................................................................... Price Lists and Agreements........................................................................................................ Track Revisions to Agreements ................................................................................................. Use Agreements on Orders ........................................................................................................ Set up.................................................................................................................................................... Define Agreement Types ............................................................................................................ Define Agreements ...................................................................................................................... Define Order Transaction Types ............................................................................................... Defaulting Rules and Processing Constraints ......................................................................... Entering Orders Using Agreements ............................................................................................... Sales Order UI .............................................................................................................................. Sales Order Entry......................................................................................................................... Reports ................................................................................................................................................. Using Agreements with Commitments ......................................................................................... Example................................................................................................................................................ A Second Example:...................................................................................................................... Migration/Upgrade .......................................................................................................................... Conclusion.........................................................................................................................................HF-3 F-3 F-7 F-8 F-8 F-12G-2 G-2 G-2 G-3 G-3 G-3 G-4 G-4 G-5 G-5 G-5 G-6 G-6 G-7 G-7 G-7 G-7 G-8 G-8 G-9 G-10 G-10Freight and Special Charges Overview .............................................................................................................................................. H-1 Introduction ......................................................................................................................................... H-1 Background .......................................................................................................................................... H-2xvi 17. Process Flows....................................................................................................................................... H-3 Charges Setup...................................................................................................................................... H-5 Other Business Scenarios................................................................................................................ H-18 Troubleshooting ................................................................................................................................ H-25 Conclusion ......................................................................................................................................... H-29 Supplement 1: Seeded Freight and Special Charge Types ....................................................... H-29 Supplement 2: Order Level Cost to Charge Conversion ........................................................... H-30IScheduling Overview ................................................................................................................................................ I-2 Introduction ........................................................................................................................................... I-2 Background ............................................................................................................................................ I-2 Functional Differences ........................................................................................................................ I-2 Key Enhancements ......................................................................................................................... I-3 Terminology .................................................................................................................................... I-3 Calculating Available to Promise (ATP) ..................................................................................... I-4 Scheduling ....................................................................................................................................... I-6 Reserving ......................................................................................................................................... I-9 Unreserving and Unscheduling ................................................................................................ I-10 Scheduling Groups of Lines....................................................................................................... I-10 Changing Scheduled Lines......................................................................................................... I-11 Setup .............................................................................................................................................. I-13 Choosing Not to Use Scheduling .............................................................................................. I-15 Watch Out For ..................................................................................................................................... I-15 Migration/Upgrade .................................................................................................................... I-16 Example................................................................................................................................................ I-16 Conclusion .......................................................................................................................................... I-18J Carrier-Ship Method Relationship and Setup Overview ............................................................................................................................................... Difference Between Release 11 and Release 11i ............................................................................ Freight Carriers..................................................................................................................................... Defining Freight Carriers ............................................................................................................. Ship Method ......................................................................................................................................... Carrier- Ship Method Relationship .................................................................................................J-2 J-2 J-3 J-3 J-4 J-7xvii 18. Find a Carrier-Ship Method Relationship ..................................................................................... Assign a Ship Method..................................................................................................................... Defaulting Ship Method in Sales Order ...................................................................................... Business Scenario .............................................................................................................................KJ-9 J-10 J-14 J-15Containerization in Shipping Execution Overview .............................................................................................................................................. K-2 Setup Steps........................................................................................................................................... K-2 Define Container Item and Vehicle as Item Types .................................................................. K-3 Define Container Types ............................................................................................................... K-3 Create a Container Item ............................................................................................................... K-4 Create a Vehicle............................................................................................................................. K-6 Define Physical Attributes for Items to Include in Containers (Load Items)....................... K-7 Setup Container-Load Relationships for Containers and Items ............................................ K-9 Define Shipping Parameters ..................................................................................................... K-10 Define Default Containers for Customer Items...................................................................... K-13 Creating Containers.......................................................................................................................... K-14 Packing Items into Containers ....................................................................................................... K-15 Manual Packing .......................................................................................................................... K-16 Auto-Packing............................................................................................................................... K-16 Packing Workbench.................................................................................................................... K-18 Additional Functionality ................................................................................................................. K-21 Assigning Serial Numbers to Containers ................................................................................ K-21 Generating a Loading Sequence for Deliveries/Containers ................................................ K-21LRoles and Users Security Shipping Execution Roles and Users .............................................................................................. Setting Up Roles and Users .............................................................................................................. Using Roles and Users ..................................................................................................................... Glossary .............................................................................................................................................. Templates............................................................................................................................................ML-1 L-1 L-19 L-20 L-21Transfer of Delivery Line Reservations to Cycle Count Overview ............................................................................................................................................. M-1xviii 19. Introduction ........................................................................................................................................ M-1 Business Need .................................................................................................................................... M-1 Using the Feature ............................................................................................................................... M-2NChange Orders Information Management Order Line Change Management in Shipping ............................................................................. N-1 Change Management Core Functionalities ................................................................................... N-4 Setups.................................................................................................................................................... N-6 Exception Messages............................................................................................................................ N-9 Frequently Asked Questions.......................................................................................................... N-10 Order is Booked/Scheduled............................................................................................................ N-14 Delivery Lines are Pick Released .................................................................................................. N-15 Delivery Lines Released to Warehouse ........................................................................................ N-16 Staged Delivery Lines...................................................................................................................... N-18 Ship Confirmed, In Transit, or Closed.......................................................................................... N-19 Summary............................................................................................................................................. N-20OMultimodal and Consolidated Shipments Introduction ......................................................................................................................................... Definitions ........................................................................................................................................... Business Scenario 1: Multimodal Shipment ................................................................................. Business Scenario 2: Consolidated Shipment...............................................................................PLine Status in the Oracle Order Management Suite Introduction ......................................................................................................................................... Standard Line Status Flow (also includes PTO) ........................................................................... ATO Line Status Flow...................................................................................................................... Bill Only Line Status Flow.............................................................................................................. Returns Line Status Flow ................................................................................................................ Drop Ship Line Status Flow ........................................................................................................... Order and Delivery Line Statuses .................................................................................................QO-1 O-1 O-2 O-9P-1 P-1 P-11 P-12 P-13 P-13 P-13Managing Material Picking Waves Introduction ......................................................................................................................................... Q-1xix 20. Key Features........................................................................................................................................ Q-1 Configuring Your Picking Process.................................................................................................. Q-2 Further Reading.................................................................................................................................. Q-7RBackorders Introduction ......................................................................................................................................... R-1 Release Statuses .................................................................................................................................. R-1 Backorder at Pick Release ................................................................................................................. R-5 Backorder at Ship Confirmation ...................................................................................................... R-5 Scenario 1: Shortage at Detailing..................................................................................................... R-9 Scenario 2: Shortage Reported at Pick Confirm......................................................................... R-11 Backorders and Cycle Counting.................................................................................................... R-13 Backorders and Over picking ........................................................................................................ R-17SFulfillment Overview .............................................................................................................................................. Introduction ......................................................................................................................................... Terminology .................................................................................................................................. How it Works ................................................................................................................................ Setup ............................................................................................................................................... Watch Out For ...................................................................................................................................... Examples ............................................................................................................................................... Conclusion............................................................................................................................................TUpgrading to Order Management Overview .............................................................................................................................................. Documentation References.......................................................................................................... Strategy ................................................................................................................................................. Bifurcation of Order Management Upgrade ............................................................................ Intended Users..................................................................................................................................... Steps to Upgrade to Order Management 11i.................................................................................. An Insight to Order Management Upgrade................................................................................... Upgrade Temporary Objects....................................................................................................... Fine Tuning the Order Management Upgrade ............................................................................xxS-2 S-2 S-2 S-2 S-3 S-3 S-4 S-4T-2 T-2 T-2 T-3 T-4 T-4 T-8 T-8 T-14 21. Object Sizing files........................................................................................................................ T-15 Object Sizing Estimation............................................................................................................ T-15 Conclusion ......................................................................................................................................... T-16U Lookups Advanced Pricing Lookups............................................................................................................... U-2 Shipping Execution Lookups ......................................................................................................... U-14VPricing Attribute Seed Data Pricing Attribute Seed Data.............................................................................................................. V-2W Qualifier Seed Data Qualifier Seed Data........................................................................................................................... W-2XIntroduction to CBO Troubleshooting in R11i Introduction ......................................................................................................................................... Objectives....................................................................................................................................... Overview........................................................................................................................................ The Optimizer ..................................................................................................................................... CBO vs. RBO........................................................................................................................................ CBO Operation.............................................................................................................................. COSTS ............................................................................................................................................ Statistics........................................................................................................................................ TABLE STATISTICS ................................................................................................................... Troubleshooting.......................................................................................................................... Reference Material...................................................................................................................... Appendix ..................................................................................................................................... B. Types of Access Methods..................................................................................................... C. Execution Plan....................................................................................................................... The EXPLAIN PLAN Command ............................................................................................. D. Parameters that Affect Cost-Based Optimization Plans ................................................. E. Gathering Statistics Concurrent Programs........................................................................ F. Mandatory CBO init.ora Parameters ..................................................................................X-2 X-2 X-2 X-3 X-4 X-5 X-8 X-10 X-12 X-15 X-17 X-17 X-18 X-21 X-23 X-24 X-26 X-29xxi 22. YOrder Management Processing Constraints Processing Contraints......................................................................................................................... Y-2Indexxxii 23. Send Us Your Comments Oracle Order Management Suite Implementation Manual, Release 11i Part No. A95859-01Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this publication. Your input is an important part of the information used for revision. Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? Are the examples correct? Do you need more examples? What features did you like most about this manual?If you find any errors or have any other suggestions for improvement, please indicate the chapter, section, and page number (if available). You can send comments to us in the following ways: E-mail - mfgdoccomments_us@oracle.com FAX - 650-506-7294 Attn: Oracle Order Management If you would like a reply, please give your name, address, and telephone number below. If you have problems with the software, please contact your local Oracle Support Services.xxiii 24. xxiv 25. Preface Audience for This Guide Welcome to Release 11i of the Oracle Order Management Suite Implementation Manual. This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area.Oracle Order Management, Oracle Pricing (Basic), Oracle Shipping Execution If you have never used Oracle Order Management, Oracle Pricing, or Oracle Shipping Execution we suggest you attend one or more of the Oracle Order Management training classes available through Oracle University. http://ou.us.oracle.com/The Oracle Applications graphical user interface. To learn more about the Oracle Applications graphical user interface, read the Oracle Applications User Guide.See Other Information Sources for more information about Oracle Applications product information.How To Use This Guide This guide contains the information you need to understand and use Oracle Order Management Suite.Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle Corporation is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/.xxv 26. Accessibility of Code Examples in Documentation JAWS, a Windows screen reader, may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, JAWS may not always read a line of text that consists solely of a bracket or brace.Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle Corporation does not own or control. Oracle Corporation neither evaluates nor makes any representations regarding the accessibility of these Web sites.Other Information Sources You can choose from many sources of information, including online documentation, training, and support services, to increase your knowledge and understanding of Oracle Order Management Suite Implementation Manual. If this guide refers you to other Oracle Applications documentation, use only the Release 11i versions of those guides.Online Documentation All Oracle Applications documentation is available online (HTML or PDF). xxviOnline Help - The new features section in the HTML help describes new features in 11i. This information is updated for each new release of Oracle Order Management Suite Implementation Manual. The new features section also includes information about any features that were not yet available when this guide was printed. For example, if your administrator has installed software from a mini-packs an upgrade, this document describes the new features. Online help patches are available on MetaLink. 11i Features Matrix - This document lists new features available by patch and identifies any associated new documentation. The new features matrix document is available on MetaLink. Readme File - Refer to the readme file for patches that you have installed to learn about new documentation or documentation patches that you can download. 27. Related Users Guides Oracle Order Management Suite Implementation Manual shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other users guides when you set up and use Oracle Order Management Suite. You can read the guides online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system administrator provides. If you require printed guides, you can purchase them from the Oracle Store at http://oraclestore.oracle.com.Guides Related to All Products Oracle Applications Users Guide This guide explains how to enter data, query, run reports, and navigate using the graphical user interface (GUI) available with this release of Oracle Order Management Suite (and any other Oracle Applications products). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent processes. You can access this users guide online by choosingGetting Started with Oracle Applications from any Oracle Applications help file.User Guides Related to This Product User Guides Related to All Products Oracle Applications User Guide This guide explains how to navigate the system, enter data, and query information, and introduces other basic features of the GUI available with this release of Oracle Order Management (and any other Oracle Applications product). You can also access this user guide online by choosing Getting Started and Using Oracle Applications from the Oracle Applications help system.xxvii 28. Oracle Alert User Guide Use this guide to define periodic and event alerts that monitor the status of your Oracle Applications data. Oracle Applications Implementation Wizard User Guide If you are implementing more than one Oracle product, you can use the Oracle Applications Implementation Wizard to coordinate your setup activities. This guide describes how to use the wizard. Oracle Applications Developers Guide This guide contains the coding standards followed by the Oracle Applications development staff. It describes the Oracle Application Object Library components needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards. It also provides information to help you build your custom Oracle Developer forms so that they integrate with Oracle Applications. Oracle Applications User Interface Standards This guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms.User Guides Related to This Product Oracle Applications Demonstration Users Guide This guide documents the functional storyline and product flows for Vision Enterprises, a fictional manufacturer of personal computers products and services. As well as including product overviews, the book contains detailed discussions and examples across each of the major product flows. Tables, illustrations, and charts summarize key flows and data elements. Oracle Assets Users Guide If you install Oracle Assets, you can use this manual to add assets and cost adjustments directly into Oracle Assets from invoice information in Payables. Oracle Bills of Material Users Guide This guide describes how to create various bills of materials to maximize efficiency, improve quality and lower cost for the most sophisticated manufacturingxxviii 29. environments. By detailing integrated product structures and processes, flexible product and process definition, and configuration management, this guide enables you to manage product details within and across multiple manufacturing sites. Oracle Business Intelligence System Implementation Guide This guide provides information about implementing Oracle Business Intelligence (BIS) in your environment. BIS 11i User Guide Online Help This guide is provided as online help only from the BIS application and includes information about intelligence reports, Discoverer workbooks, and the Performance Management Framework. Oracle Capacity Users Guide This guide describes how to validate a material plan by verifying that there are resources sufficient to perform the planned work for repetitive and discrete jobs. Using finite capacity planning techniques, you learn how to use rough-cut capacity planning to validate a master schedule and capacity planning to validate the material plan. Oracle Cash Management Users Guide This manual explains how you can reconcile your payments with your bank statements. Oracle Cost Management Users Guide This guide describes how to use Oracle Cost Management in either a standard costing or average costing organization. Cost Management can be used to cost inventory, receiving, order entry, and work in process transactions. It can also be used to collect transaction costs for transfer to Oracle Projects. Cost Management supports multiple cost elements and multiple subelements. It also provides comprehensive valuation and variance reporting. Oracle e-Commerce Gateway Users Guide This guide describes how Oracle e-Commerce Gateway provides a means to conduct business with trading partners via Electronic Data Interchange (EDI). Data files are exchanged in a standard format to minimize manual effort, speed data processing and ensure accuracy.xxix 30. Oracle Engineering Users Guide This guide enables your engineers to utilize the features of Oracle Engineering to quickly introduce and manage new designs into production. Specifically, this guide details how to quickly and accurately define the resources, materials and processes necessary to implement changes in product design. Oracle General Ledger Users Guide This guide explains how to plan and define your chart of accounts, accounting period types and accounting calendar, functional currency, and set of books. It also describes how to define journal entry sources and categories so you can create journal entries for your general ledger. If you use multiple currencies, use this manual when