gil om training

ORACLE E-BUSINESS SUITE

IMPLEMENTATION

USER TRAINING MANUAL

GRANULES INDIA LIMITED

Order Management

Document id. : GIL_OM_Training Manual Copy No Author(s) N. Samba Siva ReddyAuthorized by:Version no: 1.0Creation Date: 05/08/09Last Updated:

Confidential and Internal ` 1 User Training Manual Order Management

Contents

Introduction .................................................................................................................................................... 3 Order management Overview ........................................................................................................................ 4 Transaction Types .......................................................................................................................................... 5

Define Document Category ........................................................................................................................... 11 Define Document Sequences ......................................................................................................................... 12 Define Price List ........................................................................................................................................... 14

Define Modifiers ........................................................................................................................................... 16 Define Freight Carriers ................................................................................................................................. 18 Define FOB Terms ........................................................................................................................................ 20 Define Tax Categories ................................................................................................................................... 21 Define Item Categories ................................................................................................................................. 22 Sales Quote to Sales Order ........................................................................................................................... 23 Sales Order Approval Process ...................................................................................................................... 30 Domestic Sales with Excise + VAT / CST .................................................................................................... 36 CT3 Sales ...................................................................................................................................................... 39 Exports Under Rebate Claim ........................................................................................................................ 41 Exports Under Bond ..................................................................................................................................... 43 Sales to Granules USA .................................................................................................................................. 44 Executing a sales Return / RMA ................................................................................................................... 49 Credit Check Failure .................................................................................................................................... 52 Export Details ............................................................................................................................................... 54

Canceling a Sales Order .............................................................................................................................. 59 Proforma Invoice .......................................................................................................................................... 62


Introduction

This document explains how various tasks are to be performed in Oracle Order Management. This document

has to be read in conjunction with Oracle Applications Reference Manual and Oracle Applications User Guide.

The specific functionalities as relevant to the Operations of Granules India Limited have been discussed in the

document with reference to the Business Processes.

This document only covers the process to be adopted or steps to be followed in performing certain activities in

Oracle Applications. Wherever appropriate, screen shots displaying the relevant fields in the application have

been provided with illustrative examples.

This document covers various aspects such as-

Navigation paths

Flow of transaction entry for each process

Explanation to various functions.

Important fields in each form while entering/querying transactions

Various Defaults at each level of transaction entry

Dos and Donts

Common problems and solutions

Reports to be run

Reconciliation Aspects

The users would develop conversance and expertise if and only if they devote sufficient time in practicing on

the product with specific reference to the daily activities carried on by each of them.


Order management Overview

Oracle Order Management is one of the modules in e-business suite in which activities relating to marketing

department like entering sales quote against customer inquiries, recording customer acceptance, creation of

sales order against customer purchase orders are performed. India localization feature in order management

allows us to define and assign all relevant taxes like excise duty, VAT, Central Sales tax etc for sales orders.

Order Management is closely integrated with Inventory module to enable shipping of goods against sales order

and receiving of goods against customer returns. It is integrated with Accounts Receivable to interface

customer invoice against sales order raised and credit memo against customer returns. It is integrated with

Advanced supply chain planning to raise demand for production of finished goods and procurement of

materials.

Order management also helps us to perform credit checks and enter all information required for preparation of

commercial documents to be forwarded to customer.

Business Process Flow in Order Management


Transaction Types

Transaction types are defined to classify the sales documents (Sales Orders, Quotes) and used to associate work

flows for various phases of sales order processing. GIL using the customized work flow for processing a sale

order with different phases of approval between order entry and booking at header level. You can attach price

list, Invoice source, Credit check rules and receivable Transaction type.

Navigation : GIL Order Management Super User Oracle Order Management Setup Transaction Types

Define

The steps to be followed for defining Order transaction Types are

1. Define a Line Transaction Type of Type 'Order'. This Line type in turn used for sales order Line level

transactions

2. Define a Line Transaction Type of Type 'Return'. This is needed for requirement of RMA(Customer

Returns) against that order type

3. Define an Order Transaction Type of type 'Order'

4. Assign the Line Transaction Type of Type 'Order' as the default line type for the Order Transaction

Type 'Order'

5. Assign the line work flows to the Order Transaction Type 'Order'

6. Assign a Fulfillment flow for the Order Transaction 'Order'. This is required if sales Quote approval

process needs to be followed.

For each of the Transaction Types, fill up the required details in the three Tabbed regions

Main Tab

The Agreement Type field is used for validation on the order. If you enter an agreement type here, you can

only use agreements of this agreement type on sales orders of this order type. If the field is blank you may

enter agreements of any type. The Agreement Required and Purchase Order Required are used for

validation. If the box is checked then these fields will be required on all orders of this type when the order

is booked. If you want to use the order type as a defaulting source for Price List on the order you may enter

a Price List on the Main tab. The Credit Check rules for ordering and shipping determine whether credit

check will occur for this order type. If the fields are blank, no credit checking will occur for orders of this

type, the Minimum Margin Percent field lets you input the minimum acceptable margin that you want to

allow for orders of this order type. If an order has an overall margin less than this minimum, it is put on a

Margin Hold at Booking so that it can be reviewed. You must have the Calculate Margin feature enabled in

the OM Parameters to use this attribute.

The Enforce List Price flag determines whether a user can apply a manual discount to the order at the time

of order entry. However this flag will not work on Pricing and Availability and Order Import windows.

Please make sure this check box (Enforce List Price) is unchecked if you want to use Pricing and

Availability or Order Import.

At the order type and line type levels, you can check the Enforce List Price flag so that modifiers are not

applied on the lines during pricing. However Freight Charges will be applied even if the flag is checked as

Freight Charges do not change the selling price.

Pricing does not support the Enforce List Price flag, so in order to ensure that modifiers are not applied, the

following actions take place: The Calculate Price Flag is set to Y at the Price Event. For subsequent events


(like Save and Book), the Calculate Price Flag is set to P (Partial) so that only the Freight Charges are

calculated and no modifiers are applied.

Shipping Tab

On the Shipping tab the auto schedule flag determines whether scheduling will try to autoschedule the

lines on orders of this type. The inspection required flag is not accessible (it only applies to lines). The rest

of the fields can be used for defaulting purposes.

Finance Tab

The Finance tab fields are used for information which affects the interfaces with the financial applications.

The Currency and Currency Conversion Type can be used as defaulting sources for the order header. The

Invoicing Rule and Accounting Rule fields are used as defaulting sources for the sales order line, and this

information on the sales order is passed to Auto invoicing. For the fields Invoice Source, Non-Delivery

Invoice Source, and Receivables Transaction Type these values are required for interfacing to Receivables

but they are not on the sales order header or line. When the invoice interface activity in the work flow is

executed the system will look for a value in the following order: line transaction type, order transaction

type, profile option. If no value is found the invoice interface activity will fail. The Cost of Goods Sold

Account is used by the inventory interface when a line is ship confirmed.

Note: Normally the credit memo transaction type is defaulted from the following in the order in which they

are written: Line Transaction Type, Order Transaction Type, and Profile option (Credit Memo Transaction

Type). However if multiple operating units are being used, then the profile option value is not considered.

Define Line Transaction TypesNavigate Transaction Type Window

1. Enter a Unique line Transaction Type name in a Transaction Type Field

2. Enter Description(Optional)

3. Select Sales Document Type (optional) as 'Sales Order' for Sales orders, Quotes and Returns

4. Select Order Category field as 'Order' for Line Types


Enter the value Mixed, Order or Return for the Order Category. If you enter Order the order type can only

have lines with transaction type of "order." If you enter Return the order type can only have lines with

transaction type of "return." If you enter "mixed" the order can have lines with either Order or Return

transaction types. . Note: As quotes do not support return as a type of 'order' should be selected

5. Select Transaction Type code as 'Line'

6. Enter effective dates, from and to: From which date this Transaction Type is effective for use, Put end

date to make Transaction Type ineffective.

7. Save

Define Return Transaction TypeNavigate Transaction Type Window

Same procedure as line Transaction Type, except 'Order Category'. Select Order Category as 'Return'

Define Order Transaction Type1. Enter a Unique line Transaction Type name in a Transaction Type Field

2. Enter Description(Optional)

3. Select Sales Document Type (optional) as 'Sales Order' for Sales orders, Quotes and Returns

4. Select Order Category field as 'Mixed' for Order

5. Select Fulfillment Flow field as 'GIL_Order Flow Generic' is a customized work flow to meet the

Granules approval requirements.

6. Select Negotiation Flow field as 'Negotiation Flow - Generic with Approval' work flow for preparing

sales Quotes and approval

7. Enter Effective dates


1. Click on Assign Line Flows

2. select the Defined Line and Return Transaction Type in Line Type field

3. Select the related work flow in 'Process Name' field For Line and Return Transaction Type


Go to Main Tab and enter the Following fields

1. Select the Credit Check Rule in Ordering field as 'GIL Credit Check Rule'

2. Enter the field Default Return Line Type and Default Order Line Type with respective Line and

Return Transaction Types

Go to Finance Tab

1. Enter the Invoice Source field with respective invoice source for this Transaction Type

2. Enter the Non Delivery Invoice Source field with respective invoice source for this Transaction Type

3. Enter the Receivables Transaction Type field with respective invoice source for this Transaction Type


Save the Record


Define Document Category

Order Management Set Up Document Document Categories

A document category is used to split transactions into logical groups. You can assign a different sequence to

each category and, by doing so, separately number each logical group. Each category is associated with a table.

When you assign a sequence to a category, the sequence numbers the transactions in that table. Order

Management automatically sets up categories for each type of Order Transaction Types.

NB: There would be 2 Document Category Created for each of the Order Transaction types. One for the Sales

Order and the Other for the Sales Quote. However a Single Sequence would be assigned to both these

Document categories. This is required to retain the same Document No for the Sales Quote as well as the

Corresponding Sales Order.

Define Document Category for Order Transaction Types

Document Category is automatically created by Order Management for each of the Order Transaction Types

(Transaction Type code as Order) created. The Document Category name is the same name as the Order

Transaction Type.


Define Document Sequences

GIL Order Management Super User Oracle Order Management Setup Documents Define

We can define document sequences that automatically generate numbers for our orders and returns as you

enter them. We can define a single document sequence to assign unique consecutive numbers to all your orders

and returns, or we can define multiple document sequences that are assigned to different order types. In the

latter case, an order or return is uniquely identified by its type and its number, since orders and returns of

different types may share numbers. Order and return numbers cannot contain alphabetic characters.

Note: When Transaction (Order) Types are defined, a corresponding Document Sequence Category will

automatically be created. The category created has the same name as the order type. We need to navigate to the

AOL Assign document Sequence window to assign a sequence to the newly created category.

Navigation:

1. Enter unique name in Name field

2. Select the application Order Management in Application field

3. Select Effective From date in Effective From field

4. Select the Type 'Gapless' available Types are

Automatic : The system automatically increment document numbers, Automatic sequence do not guarantee

contiguous numbering

Gapless: The system automatically increment document numbers, Automatic sequence guarantees the

contiguous numbering

Manual: The user must specify a unique document number

Assign the Document Sequence to the Corresponding Document Category.

GIL Order Management Super User Oracle Order Management Setup Document Assign

NB: Please ensure that the same sequence is applied to the Sales Quote as well as Sales Order Doc Category.

Go to Document Tab

1. Select Application field 'Order Management

2. Select Category field with against Transaction Type

3. Select Ledger Field 'GIL_LEDGER' for India operations, for USA 'GUI_LEDGER'

4. Select Method field as Null


Go to Assignment Tab

Enter the document sequence Start Date update Sequence field with Document sequence name

Save the work


Define Price List

Price Lists are essential to ordering products because each item entered on an order must have a price. To book

the order, the ordered item must be on a price list. Each price list contains basic list header information and

one or more pricing lines, pricing attributes, and a secondary price list. Basic price list information includes the

price list name, effective dates, currency, pricing controls, rounding factor, and shipping defaults such as

freight terms and freight carrier.

Navigation : GIL Order Management Super User Oracle Order Management Pricing Price List Price

List Set up

1. Enter a unique Name for the price list.

2. To activate the price list, select the Active box.

3. Enter a Description of the price list.

4. Select a price list Currency.

5. Enter a Round To value : This is applied to the price list. A positive number indicates the number of

places to the left of the decimal point. A negative number indicates number of places to the right of the

decimal point. The default is -2. The pricing engine rounds the base price and all discount amounts

before using them in calculations.

6. Enter the starting and ending Effective Dates for the price list. The Start Date defaults to the current

date.

Go to List Line Tab

1. Select Item from the Product Context field

2. Select a Product Attribute for the Item such as Item Number, Item Category, or All Items.

3. Enter a Product Value (Item Code)for the selected product attribute. Once product value selected

Product Description and UOM defaults automatically.

4. Select Line Type as Price List Line

5. Select Application Method as Unit Price

6. Enter the selling Price in Value Field


Save the work


Define Modifiers

To manually create a new selling price on the order line, a discount, surcharge or new price, you need to define

a Modifier. Modifiers can adjust net price either up or down. Modifier actions include discounting, adding

surcharges, charging for shipping, changing order terms (payment, freight, or shipping method) or adjusting

price based on promotional pricing actions

NB! In order to override the unit Selling Price at the Sales Order Line there should be a overidable Manual

Modifiers Line created for each of the Currencies, on which Sales Orders would be created

Navigation : GIL Order Management Super User Oracle Order Management Pricing Price List

Modifiers

In Main Tab

1. select the a Type as Discount List

2. Enter Unique Name in Name field

3. Enter the unique Number in Number field

4. Enter currency in Currency field

5. Enter Start date

6. Enable Check box Active

GO to Modifier Summary Tab

1. Select the Line Press the tab, system will defaults a number automatically in Modifier No field

2. Select Line in Level field

3. Select Discount in Modifier Type field

4. Enter Start Date

5. Check Override box to override Old price with new price

6. Select All line Adjustments in Pricing Phase field


Go to Discounts / Charges Tab

Select New Price in Application Method Field

Save the work


Define Freight Carriers

A freight carrier is a commercial company that transports shipments to and from customers, suppliers, and

internal organizations. You must set up each carrier's information as a party in Oracle Shipping Execution

before shipping goods; you should assign a carrier to each delivery. You also must associate a general ledger

account with each carrier to collect associated costs.

Navigation : GIL Order Management Super User Oracle Order Management Set up Shipping Freight

Carriers, Cost Types Freight Carriers

1. Enter the Name and Short Name for the carrier

2. Enable the Active check box

Go to Services Tab

1. Select value from Service level field from LOV

2. Select value for Mode field from LOV

3. Press Tab Ship Method field automatically updated by system by combining the Name, Service Level,

Mode field values

-Click on Organization Assignments to assign valid organization to freight carrier


-Click on Organization Assignments button to assign valid organization to freight carrier

Enable the Assigned Check Box for respective Organization

Save the Work


Define FOB Terms

FOB Terms are defined in Receivables look up codes. They are assigned to sales order to display terms as per

customer order and used for printing purpose.

Navigation : GIL Receivables Oracle Receivables System Quick Codes Receivables

1. Query the Type field FOB (F11 and Ctrl +F11)

2. Enter the name of FOB in Code field

3. Enter meaning of FOB in Meaning field

4. Enter Effective Date

Save the work


Define Tax Categories

This defaults Taxes and automatic calculation at the transaction line level. Tax Categories would be basis on

which the taxes that would be applicable to the transaction and the Tax Base Amount calculation would be

determined.

GIL Order Management Super User India Localization Setup Tax Setup Tax Categories

1. Enter a Unique name for tax category. The Tax Category Name should be Suggestive, so that the User

should be able to identify the applicability of the Tax Category

2. Enter meaning full description for the tax category you define. This should describe the tax category

name in detail.

3. Tax Name - Use this column to enter tax names from LOV. You can associate any number of tax names

to a Tax category. A tax name can be associated in any number of tax categories, however you cannot

use same tax name more than once in a Tax Category. The tax rate applicable on transaction date will

be applicable for that transaction.

4. Tax Precedence 1- 10 - Precedence refers to the manner in which the tax will be applied. The tax rate

may be applied on the transaction base value or on another tax line or compounding them or

combination of all. The base amount or material sale value is by default given a precedence value of '0'.

The subsequent precedence are assigned to the tax names' respective Line Numbers. A maximum of

ten levels of precedence are permitted.

5. The Taxes included in Tax Category would default on a transaction line. But, you would also have a

provision to add new tax lines manually.

6. If a tax name is defined as 'Adhoc' then the Precedence has no Relevance in tax computation of such

tax, however, calculation of other taxes can be based on this tax. For 'Adhoc' taxes users needs to enter

the value manually.


Define Item Categories

Item Category List associates the tax Category to an inventory item in an Organization. The user can add many

items in a list and select relevant tax category for them. There can be many such item category lists defined and

associated to the supplier sites

If the item category is attached to the Additional Customer information, the item category will get

defaulted whenever a transaction is done with the Customer

Navigation : GIL Order Management Super User India Localization Setup Tax Setup Item Categories

1. Enter Unique name Name Field

2. Enter a description for the Item category list.

3. Select the items from the LOV.

4. Select the relevant Tax Category from the LOV.

Attach the defined Item Category List in Customer additional Information in India Localization

Navigation :GIL Order Management Super User India Localization Customers Additional Information in

Item category List file


Sales Quote to Sales Order

A quote encompasses many stages before becoming a sale order. These stages can include a draft, customer

negotiations and internal business approvals.

Quoting Provides

The creation and management of quote as a negotiation tool and transitioning the quote to a sales

order, thus acting as single point of entry in to order management

preparation of quote for assisted selling of products and services to customers and business partners

Navigation: GIL Order Management super User Negotiation Quote

Enter Information in Order Information

Go to Main Tab

1. Select the Customer to whom sending quotation in Customer field

2. Enter Unique quote name in Quote Name field

3. Select the Transaction Type in Order Type field

4. Quote Date default current date

5. Select Price List in Price List field

6. Select Salesperson name in Salesperson field

7. Enter Currency

Go to Other Tab

1. Select Payment Terms in Payment Terms field

2. Select Warehouse in Warehouse field


Go to Line ItemsIn main Tab

1. Select Quote item in Ordered item field

2. Enter the quantity in QTY field UOM and unit selling price will defaulted from item and price list

respectively

3. Schedule ship date field will be grayed out, since it is quotation.

Save the Work

The status of the quote is in Draft Stage


Create Version control for quotation to make the history for any changes made during the process

Go to Actions Select create version control Click on OK , initially enter Version Number, Reason and any

comments and click on 'OK'


Submit the Draft quotation for Internal Approval

Go to Actions Select Submit Draft Click on OK

The Quote Status changes to 'Pending For Internal Approval'


A notification goes to approving authority to approve the Quotation

To Approve or Reject the quotation

Navigation : GIL Order management(CSO) Oracle Order Management WF Notifications

Open the Notification Select the notification and open, It will take you in to approval from

Click on Approve if quote is OK in all respects, Other wise click on Reject


After Quotation is being approved by approving authority the quote status will be changed in to 'Pending

Customer Acceptance'

After getting the Internal approval, the quotation will be sent to customer for negotiations, if customer accepts

the terms and conditions, process the quotation further.

Entering the Customer acceptance for quote

Go to Actions Select Customer Acceptance Click On 'OK'

Enter the Acceptance information , customer Signed By field with customers name or person who negotiated

from customer end, in supplier Signed By field will be updated with the salesperson name.

Click on Customer Accepted button


Once the quote accepted by the customer, the quote immediately converted in to sales order


Sales Order Approval Process

Sales Order work flow process has been customized to fulfill the 'Granules' requirement. Marketing department

enter the details in the sales order after getting the Purchase Order from the customer. The marketing executive

releases the sales order by entering the 'Yes' in Order header level in Descriptive flexfield (DFF)to indicate that

all activities has been completed and Checked By Marketing . A notification is sent to Logistics Department to

enter the necessary details on sales order and release the sales order by entering the 'Yes' in header level DFF

Checked By Logistics. Once logistics release the sales order a notification is forwarded to approving authority

to approve the sales order.

Navigation: GIL Order Management super User Orders, Returns Sales Order

Order Information

Go to Main Tab

1. Select the Customer to whom sending quotation in Customer field

2. Enter Customer PO and Customer Contact (Optional)

3. Select the Transaction Type in Order Type field

4. Select Price List in Price List field

5. Select Salesperson name in Salesperson field

6. Enter Currency

Goto Others Tab

1. Select Payment Terms in Payment Term field

2. Select Warehouse field as Shipping Organization

3. Select FOB field (optional)

4. Select Freight Term field (optional)


GO to Line Items

In Main tab

1. Select the sale Item in Ordered Item field

2. Enter sale quantity Qty field, UOM defaults from item

3. Unit selling price defaults from Price List

4. Enter, select, or accept the default for the Request Date field.

Note: The Request Date field is populated with the current system date and time. If a line is deleted from the

order, and a new item is entered, the Request Date field will continue to display the original system date and

time stamp.

5. Select the Schedule Ship Date from the calendar.

After entering the Line Items come back to Order Information and Click on DFF, Enter 'Yes' In checked By

Marketing field.


Save the work , A notification sent to Logistics department to receive the sales order

Notification Approval for Logistics Department

Navigation : Logistics Notifications


1. Click on Notification Hyper link

2. Notification Page will open

3. Click Open Sales Order

4. It will open sales order form for entering the necessary details by Logistics department ,Select Checked

By Logistics Yes in DFF

Click on 'OK' and Save The Work


A Notification Sent to Approving Authority to approve and Book the sale order

To view and approve the order notifications

Navigation: Granules Order Management CSO WF Notifications

Click on the Hyper Link

It will open sales order form for approval and book the order

Click On Approve Sales Order. The sales Order status changes to Booked automatically


Domestic Sales with Excise + VAT / CST

Domestic sale of Goods would be carried out by Granules. Such type of sale would require addition of Excise,

CST, VAT and other applicable Taxes. The Process below explains the Steps to carry out a Domestic Sale,

keeping in view the Tax Requirements.

Localization Taxes can be entered

By creating the quote with all details and convert quote in to sales order, Query the sales order in 'Sales

Orders India localization' for entering Taxes

Note: Localization, Taxes if any cannot be added to a sales quote

Enter the sales order directly in base application form, query the sales order in 'Sales Orders India

localization entering taxes

Navigate from 'Sales Orders India localization' form open the base application sales order form, enter

the details 'close the basic application sales order form and come back to 'Sales Orders India

localization to enter the tax details.

Navigation: GIL Order Management India Localization Orders / Returns (Localized)

Click on Open Button and enter the sales order


Close the Basic application Sales order form

The sales Order header and Line information defaulted with a note message

Click on 'OK'

Taxes can be entered by clicking the Taxes button or Select the Default tax category

Enter the Tax lines with respective taxes , click on apply and Save


The tax amount will updated in Tax total


CT3 Sales

Sales orders against customers that are 100% EOU's are recorded against CT3 certificate by recording

exemption details. ARE 3 form is given to customer along with shipment of goods for endorsement from excise

official at customer location for receipt of goods into 100% EOU.

Enter all relevant details for the sales order and navigate to Sales Orders India Localization to enter the taxes

in Tax form

Tax amount will be defaulted in to Tax Total field

1. Select Excise Exempt type field CT3-IND

2. Enter Excise Exempt Date

3. Enter Exemption Ref No


4. Enable the Excise Exempt flag in 'Order'

5. Observe the Tax Total amount, it has been update with '0'amount


Exports Under Rebate Claim

In exceptional cases, when balances are accumulated in RG registers, Granules ships goods to export customers

by debiting duty in RG registers and subsequently claims the duties as rebate under export by submitting proof

of exports.

In such cases , after entering all relevant information in the sales order, Taxes in Sales Orders India Localization

form are to be defined as under:

Select tax category to default all basic excise duty taxes together with tax code for 'Export Rebate' to make the

net of taxes to zero. On shipment the excise taxes would be debited to RG register and export rebate will be

recorded as refund receivable without any impact on amount receivable from export customer.

Observe the Tax total amount become '0'


Exports Under Bond

Most of the exports in Granules are released from plants under bond or letter of undertaking with excise &

customs department. It is done for removal of goods for exports with an undertaking to submit proof of

exports against such shipments in due course. India localization feature provides facility to track and maintain

bond register summary where in all shipments under bond are initially debited and credit is taken as and when

proof of export is submitted to excise authorities.

Procedure to record sales order for export under bond would require us to record taxes in Sales Orders India

Localization form as under:

Select Transaction Type that is assigned to 'Bond Register' type


Sales to Granules USA

Granules USA Inc. books delivery order against purchase orders received from customer in and around US.

GUI places purchase order based on customer orders and stock position on GIL for shipment of goods from

respective plants. GIL books delivery order against purchase order received from GUI and ships the goods to

GUI as normal export order

Following are the steps to process the Sales to Granules USA

Create Blanket Purchase agreement in Granules USA Operating Unit

Granules USA Releases the order on GIL based on requirement through Blanket Purchase Releases

Run the Concurrent Program 'Import the Sales Order in to Granules India Operating unit'

Purchase releases are automatically Imported as sales order in to Granules India Operating unit to

process shipping activity.

Create Blanket Purchase Agreement

Blanket purchase agreements are created when you know the detail of the goods or services you plan to buy

from a specific supplier in a period, but you do not yet know the detail of your delivery schedules. You can use

blanket purchase agreements to specify negotiated prices for your items before actually purchasing them.

Blanket purchase agreements can be created for a single organization or to be shared by different business units

of your organization (global agreements). GUSA would maintain blanket purchase agreement with relevant

price list agreed between Granules India and Granules USA for transfer of goods.

Navigation : GUSA Purchasing Super User Purchase Orders Purchase Orders

1. Select the Type as 'Blanket Purchase Agreement'

2. Enter the Supplier as 'GRANULES INDIA LIMITED'

3. Ship to as UFA

4. Enter the amount that has been agreed upon in the 'Amt Agreed' field


5. Enter the item. Only the Price that has been agreed upon needs to be entered. The quantity field is

greyed out as in Blanket Purchase Agreement, quantity is undefined.

6. Save the Blanket Purchase Agreement and send it for approval. The approval process for Blanket

Purchase Agreement is same as discussed for Purchase Orders and it follows the same approval

hierarchy.

Releases Against Blanket Purchase Agreement

Releases are used to enter, edit, and approve releases against blanket purchase agreements. Navigation:- GUSA Purchasing Super User Purchase orders Releases

1. Enter the PO number for the release you want to create


2. When you select a purchase order, the Supplier, Site, and Currency for that order. Is displayed. It also

displays the Status of the release and the current Total amount of the release. Enter the shipment

details. The price field is greyed out. Only quantity field needs to be entered along with Need By date.

Enter the DFF details for Importing the Order

Save and approve the Release

Run the concurrent Program to Import the Sales Order in to Granules India Operating unit

Navigation: Go to View Requests Submit New request


Select GIL Order Import Request and click on View Out Put

Observe Imported order Details

After Importing of sales order in to Granules India Operating , Normal process followed for processing the

sales order

Navigation :- GIL Order Management Super user Oracle Order Management Order Organizer

Select Order Number or Requisition Number and click on Find

Click on 'Open'


Executing a sales Return / RMA

Sales Return needs to be carried out for many Business reasons. It may be for goods which needs to be taken

back from the customer, or for reversing a wrongly entered Sales Order etc. While executing a Sales Return the

following aspects needs to be taken care of.

The Original Goods which had been sold should be received back at the Inventory Warehouse from

which it was shipped.

A Credit Memo with an equal amount of that of the Original Invoice including the taxes needs to be

generated against the Customer Account.

The Customers Account needs to be credited by the same amount.

Create a Return Sales Order

Navigation: Granules Order Management India Localization Sales Orders Orders / Returns Localized

Enter Customer and Transaction Type

In the Others Tab enter the Inventory Warehouse in which the Returned Item needs to be received,


Navigate to the Sales Order Line by clicking on the Line Items Tab of the Sales Order. Without out entering

any Item details, directly click on the Returns Tab. as shown in the screen shot below.

Click on the Reference field to enter all the Reference Details of the Original Sales Order.

Enter The Return Reason


Ensure that the Original Invoice No is populated in the Credit Invoice Field, as shown below. This ensures

that the RMA Transaction generates a Credit memo against this Invoice No.

Same Procedure followed for booking the order to bring back the material in to inventory


Credit Check Failure

Credit check failure occurs when the order amount exceeds the credit limit given to the customer. The order

will be booked, but order cannot be shipped till the hold is released.

Navigation :- GIL Order Management Super user Oracle Order Management Orders/Returns Sales

Orders

Select Customer, Transaction Type, Price List and warehouse

Enter Items and Quantity in lines

Release the Sales order by saying Yes in Marketing Checked by, Logistics Checked By DFF's


To view the Hold Information

Query the sales order from Order organizer

Go to Actions, Select Additional Order Information and click on OK


Export Details

Granules India exports products different countries. Oracle base application does not support the futures of

Export details. A customized form used to enter the export details while processing the sales order to satisfy

Granules requirements

Navigation :- GIL Order Management Super user Oracle Order Management Orders/Returns Sales

Orders

Enter the Header Details in sales order and Go to Tools Select Export Details and Click on it

Export Orders Pre Shipments widow open

Go to Customer Info Tab

Enter Details in

Customer PO number and PO Date

Customer DL Number


Go to Bank Info Tab to enter Customer Bank details

Enter the Details in Bank Name, Address Line1,2,3, City and ZIP code

Go to Export Info Tab

Enter the Details in the following fields

Port Of Loading

Port Of Discharge

Export Under

Export Scheme

Agent Name


Go to Other Info Tab

Enter details in the following fields

Special Instructions

Our Banker

Further Credit to

Notify1

Notify2

Go to Documents Tab

Enter Details in the following Fields

Documents Required

FOB Break Up Required to calculate the FOB calculations

Got to Lines,


Go to Item Details Tab

The Item no, Qty Ordered, Unit Price and Order Amount fields defaulted with line item information from sales

order. Enter Item Alias Description

Go To Packing Tab

Enter the details in the following fields

NDC Number

No Of Packages

Pkg Sizes

Kind Of Packages

Go to Charges Tab

Enter the details in the following fields


CIF Value

Handling Chg

Transport Chg

CHA Clearing Chg

Commission(Per Kg)

Commission %

Freight (Per Kg)

Ocean / Air Freight

Insurance

FOB Value

To get the FOB value, the FOB field in sales order Others Tab must be entered with a value

Basic ED

The Basic ED field automatically filled with a value by following Calculations

Basic ED = FOB Value * 8%


Canceling a Sales Order

Navigate to the Order Organizer window and query the order or return you want to apply the cancellation to.

Select an Order Number for cancellation

Click on Find

Click On Actions Select Cancel, the following window opens


Enter the Cancellation Reason and Click on 'OK'

A message pop up window opens click Ok


Re query the Order and observe the status


Proforma Invoice

Granules prepares Proforma Invoice and sends it to customer according to his requirement before shipping the

goods, Proforma Invoices are processed in Receivables module.

Navigation: GIL Receivables Oracle Receivables Transactions Transactions

1. Select Source as PROFORMA INVOICE

2. Select Class as Invoice

3. Type defaulted with Proforma Invoice

4. Select Currency

Go to Main Tab

Select Customer in Ship to Field

Select the Header DFF enter the Proforma Invoice Details


Click on Line Items buttons to enter the Item details

Go to Main Tab

Enter the Item for which Invoice to be raised

Enter Quantity and Unit Price

Select the Line level DFF,

Select context value as PROFORMA INVOICE


Enter the Line DFF Information and Click on 'OK'

Save the work

To get the report

Go to view Requests Submit new Request

Run the Report GIL Proforma Invoice Import

Give the parameter as Invoice Number


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order management overview

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