Oracle R12 OM Setups
description
Transcript of Oracle R12 OM Setups
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Oracle Apps Manufacturing & DistributionAuthor
Jagan Vidyala
Freelance Consultant and Corporate Trainer
ORACLE SCM / MFG / ASCP / EAM Suites
10 Yrs of experience in IT consulting inaddition to 18 Yrs of domain experience in
Inventory Mgmt, Manufacturing, Global
Procurement, Sales & Marketing andexecution of Turnkey Projects.
[email protected] +91-91774-77013
mailto:[email protected]:[email protected] -
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Order Management Overview
Shipping
Customer
Sales
Department
Inventory
Order
Invoice Order
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Oracle Apps Manufacturing & DistributionOM Setups
Define Sales Order Flexfields Define Payment Types Define Payment Terms Define Holds
Define Credit Check Rules Define Shipping Priority Define Agreement Types Define Freight Terms
Define FOB Codes Define Demand Classes Define Order Import Sources Define Customer Profile Classes
Define Price List
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Oracle Apps Manufacturing & DistributionOM Setups
Define Customer Relationship Define Sales Credit Types Define Sales Persons Define Release Sequence Rules Define Pick Slip Grouping Rule Define Pick Release Document Set Define Shipping Document Set
Define Customer System Options Define Container Load Details Define Exceptions Define Freight Carriers
Define Freight Cost Type
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Oracle Apps Manufacturing & DistributionInventory Setups
Define Shipping Parameters Define Pick Slip Define Containers Define Vehicle
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Oracle Apps Manufacturing & DistributionPrice Application Method
Unit price: Inventory Items
Percent Price: Service Item
Block Price / Price Break: RecurringValue to be applied
Formulas:
Static Formulas Dynamic Formulas
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Oracle Apps Manufacturing & DistributionTypes of Prices for Price List
Unit price: A fixed price. (Items) Percent Price: A price which is a percent of
the price of another item.(Service Item) Formula: Multiple pricing entities and
constant values related by arithmeticoperators. For example, you define theprice of an item to be a percentage price
of another price list line. Price Break: If the price of an item varieswith the quantity ordered, you can definebracket pricing or price breaks. (Recurring
Value to be applied)
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Oracle Apps Manufacturing & DistributionQualifiers
A qualifier consists of qualifier linesthat define eligibility for a particular
price, discount, promotion, orbenefit.
Assign a qualifier grouping numbersto qualifier lines to create AND &OR conditions that define how thepricing engine should evaluate the
qualifier lines.
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Oracle Apps Manufacturing & DistributionSales Order Types
Sales Order Back Ordered
RMA Drop Shipment Trip Sales Order
Internal Sales Order Back To Back Order
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Oracle Apps Manufacturing & DistributionInventory Organizations
Define inventory organizations (warehouses),parameters, subinventories, and picking rules inOracle Inventory. You must define at least one item validation
organization and at least one organization thatacts as an inventory source for orders fulfilledinternally. If you plan to drop ship some orders,you must also define at least one logical
organization for receiving purposes. Your itemvalidation organization can be the same as yourinventory source or your logical receivingorganization, but you cannot use one organization
for all three purposes.
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Oracle Apps Manufacturing & DistributionContainer Load Details
Item Physical Attributes 25 Lbs, 2 CFT, Dim: 2x1x1 FT
Container Physical Attributes 10 Nos 250 Lbs, 20 CFT, 5x2x2
20FT Container
20000 Lbs, 1360 CFT, 20X8.5x8 16000 Lbs, 1280 CFT, 20x8x8 40 FT Trailer Vehicle = 2 x 20FT
Container
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Oracle Apps Manufacturing & DistributionBasic Order Process Flow
Customer requests order
Enter order
Schedule
Release order
Ship product and update inventory
Invoice the customer
Complete
Book order
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2
3
6
5
4
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Oracle Apps Manufacturing & DistributionSales Order - Setup
Setup of organization parameters.
Create a price list with the items youcreated.
Create an order/transaction type,which includes 2 line types one forthe line orders, second for linereturns, and assign both in an ordertype.
Define a sequence, as how your orderdocuments numbers should come.
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Oracle Apps Manufacturing & DistributionSales Order - Setup
Assign this sequence to the ordertype you are using and order numbercomes from the order type
Define pick slip grouping rules and
pick release sequence rules.
Define shipping documents.
Assign pick slip grouping rules andpick release sequence rules in theshipping parameters.
Create Sales Order with the above.
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Oracle Apps Manufacturing & DistributionCreate Sales Order StepsOrders, Returns > Sales Order
Select Customer, Ship-To Location,Bill-To-Location, Order Type, PriceList, Warehouse, and Payment Termsin Order Information.
Click on Lines Information, the orderwill be saved and Order # will begenerated.
Enter Item and Qty, item availabilitywill be displayed in Availability
Window from warehouse.
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Oracle Apps Manufacturing & DistributionCreate Sales Order StepsOrders, Returns > Sales Order
Save the Order, observe the Line andOrder header status as Entered.
Book the Sales Order by clicking onBook Order button.
Observe the status change of Line to
Awaiting Shipping and Order headerto Booked.
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Oracle Apps Manufacturing & DistributionRelease Sales Order StepsShipping > Release Sales Orders > Release Sales Orders
Enter Order # and Warehouse name,set Ship confirm to null from AutoShip in Shipping tab, click onConcurrent will trigger Pick Slip
Generation Report Observe Pick Slip Report has created.
In Pick Slip Report, observe DeliveryOrder #, Move Order #, Pick Slip #,and Pick Batch # generated.
Observe the status change in Line to
Picked.
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Oracle Apps Manufacturing & DistributionShipping Transaction StepsShipping > Transactions
Query Mgr > Enter Order# > Find
Lines/LPN tab > Details > enter orderQty in shipped Qty field > Done
Delivery Tab > Select Ship Confirm inActions > Go
The Status of Line changes toShipped in Shipping Transaction form
Observe the Status change in Order
line to Shipped
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Oracle Apps Manufacturing & DistributionSales Order and Line Status
Run Workflow Background enginefrom INV Res
Observe the Order line status changeto Closed
Order Header status changes at the
end of the period to closed
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Oracle Apps Manufacturing & DistributionBack Ordered
When you do not fulfill the sales order,or if the inventory is out of stock fordelivery to customer.
Back order is a status on the order lineor delivery line indicating that youtried to release an order for picking in
the warehouse, but that pick releasewas unsuccessful due to non-availability of inventory.
Backorder can be partial or complete
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Oracle Apps Manufacturing & DistributionBack Order steps
Follow the steps similar to CreateSales Order for Entering, Booking andReleasing Sales Order.
Lines/LPN tab > Details > enterpartial Qty in shipped Qty field >Done
System will create backorder for theremaining Qty
Delivery Tab > Select Ship Confirm inActions > Go
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Oracle Apps Manufacturing & DistributionBack Order steps
The Status of Line changes toShipped in Shipping Transaction formfor partial quantity
Observe the Status change in Order
line to Shipped Run Workflow Background engine
report from INV Responsibility
Observe order line status change toClosed
Release Sales Order for Back OrderQty, enter sales order # in Releasesales order form
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Oracle Apps Manufacturing & DistributionBack Order steps
Create shipping transaction forremaining qty.
Shipping line status changes toshipped.
Observe the Status change in Orderline to Shipped
Run Workflow Background engine
report from INV Responsibility Observe order line status change to
Closed
Order Header status changes to
Closed at the end of the period.
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Oracle Apps Manufacturing & DistributionRMA
Return Material Authorization:
RMA is performed to accept thematerial returned by Customers afterreceiving the goods.
Reasons for RMA:
Defective or damaged material, Notsatisfactory, and wrong item received.
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Oracle Apps Manufacturing & DistributionTypes of RMA Orders
RMA Credit Order, with no receipt
RMA Credit Order, with receipt
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Oracle Apps Manufacturing & DistributionRMA Credit Order with no receipt
Query the Sales Order to be copied Enter RMA - Credit as Order Type,
enter reason for return. Click on Copy RMA Credit Order is Created Enter Qty to be returned in the lines
Observe Line Type is Return-CreditOnly, No Receipt
Book RMA Sales Order
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Oracle Apps Manufacturing & DistributionRMA Credit Order, with receipt
Query the Sales Order to be copied Enter RMA credit Order with Receipt as
Order Type, enter reason for return Click Copy RMA Order is Created Enter Qty to be returned in the lines
Observe Line Type as Return-Receipt Book RMA Sales Order INV > Transactions > Receipt > Enter
RMA Order # > Find > Receive Item.
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Oracle Apps Manufacturing & DistributionDrop Shipment
A Drop Shipment occurs when acustomer order is sourced from anddelivered by a supplier.
Order Mgmt sends information to thePurchasing to create the PO, and thenwhen the PO item is received (to indicatethe shipment from the supplier to yourcustomer), the order line is automaticallyupdated to indicate that it was fulfilled.
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Oracle Apps Manufacturing & DistributionDrop Shipment
Customer A, orders item x from Org B
Org B, orders item x from Supplier C
C ships, the item x directly to A
B Invoices, A for the order
C Invoices, B for the order
V d D Shi C bi ti St d d
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Oracle Apps Manufacturing & DistributionVendor Drop Ship or Combination Standard
with Drop Ship Order Flow
Drop Ship item Internally Sourced Item
Drop Ship: Yes or No?
Enter order
Close sales order
Create invoice
Schedule
Ship and update inventory
Send to Purchasing
Supplier ship confirmation
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Oracle Apps Manufacturing & DistributionDrop Shipment - Steps
Define a Sales Order, with line sourceas External. Book the Sales Order Line Status will be booked Observe Workflow Status - Drop ship Run Workflow Background Process The line status will be Awaiting Receipt
Run Requisition Import process Login to PO Responsibility Observe Requisition # in Requisition
Summary / OM Line
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Oracle Apps Manufacturing & DistributionDrop Shipment - Setup
While define the Item in Item Master,enter values for the following item
attributes.
List Price
Lead TimeOrder Source ExternalInternal Order - Enabled
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Oracle Apps Manufacturing & DistributionDrop Shipment - Steps
Auto Create PO from Requisition Approve the PO Receive the Full quantity Verify the line status in OM - Shipped Run Workflow Background Process Sales Order > Actions > Addition Line
Information > Invoice/Credit Memo
Tab > Observe generated Invoice # Line Status will be Closed Run Auto Invoice Master Program to
move Invoice to Receivable Interface
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Oracle Apps Manufacturing & DistributionInternal Sales Order (ISO)
Procurement of material from an
internal org through InternalRequisition and Internal SalesOrder.
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Oracle Apps Manufacturing & DistributionInternal Order Flow
Inventory
Expense
Pick Release
Import or reschedulerequisitions
Create internal
sales order
Manuallycreate
Requestor Demand
Approve requisition
Order entry
Schedule order
Ship confirm
Intransit
Receive
Inventory ExpenseDirect
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Oracle Apps Manufacturing & DistributionInternal Sales Order (ISO)
Create Item in Item Master PO Item. Enable Internal Ordered in Order
Mgmt tab of Item Master.
Assign Item to M1 & M2. In M2 Org Item, define General
Planning tab parameters. Select Planning Method as Min-Max,
enter Min-Max Qty and Order Qty Select Source as Inventory and select
M1 as Source Org.
l f i i ib i
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Oracle Apps Manufacturing & DistributionInternal Sales Order (ISO)
Define Shipping Network between M1& M2
Create Min-Max Planning Report. Verify the Reorder Qty is created. Switch Res to Purchasing Run Requisition Import Report Observe Requisition # from Requisition
Summary. Approve the Requisition. Run Create Internal Order Report
Switch Res to Order Mgmt
O l f i & i ib i
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Oracle Apps Manufacturing & DistributionInternal Sales Order (ISO)
N> Orders, Returns > Import Orders >Order Import Request
Enter Parameter details
Order Source = Internal Click on Order Reference, will map
Internal Requisition # by default.
Submit the report Add the item in Corporate Price List Query the Order Information from
Order Organizer with current date.
O l A M f t i & Di t ib ti
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Oracle Apps Manufacturing & DistributionInternal Sales Order (ISO)
Change the Price List in the header. Dont disturb line item quantity. In line change pricelist and enter price. Observe > Order Information >
Others tab, Order Source = Internaland Order Source Reference = InternalRequisition #
Release Sales Order Ship Confirm Sales Order Run Workflow Background Process
Close the line and Order
O l A M f t i & Di t ib ti
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Oracle Apps Manufacturing & DistributionTrip Sales Order
Multi-Customers and Multi-Locationsdelivery Sales Order.
Create sales orders for three differentcustomers and different locations
Book all the three sales orders
Release all the three sales orders Create deliveries for three sales orders Plan arrival & departure time for each
delivery
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Oracle Apps Manufacturing & DistributionTrip Sales Order
AutoCreate trip for final destination Assign trip to other deliveries Ship Confirm the trip Run Workflow Background Engine Observe order line status change. Close the Order
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Oracle Apps Manufacturing & DistributionBack To Back Order
B2B the source will be internal but theitem will be procured after the order isreceived or demand is made.
In this case, material is taken frominventory.
One PO is tied to one sales order
O l A M f t i & Di t ib tiComparison
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Oracle Apps Manufacturing & DistributionComparisonB2B vs. Drop Shipment
In B2B the source will be internalbut the item would be procuredafter the order is created or afterthe demand is made.
In Drop Ship orders, material isdirectly shipped to the customerfrom the supplier. Thus, inventory is
not affected. In this case, onlylogical receiving is done. But in thecase of B2B orders, material is
issued from inventory.
O l A M f t i & Di t ib tiComparison
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Oracle Apps Manufacturing & DistributionComparisonB2B vs. Drop Shipment
In Drop Ship the source will beexternal
Drop Ship orders may have manyPurchase Orders connected to them.In Back-to-Back orders one PO is tied
to one Sales Order.
O acle Apps Man fact ing & Dist ib tion
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Oracle Apps Manufacturing & DistributionBack To Back Order
Customer A, orders item x from Org B
Org B, orders item x from Supplier C
C ships, the item x to B
Org B takes item x in to inventory
B ships the item x to Customer A B Invoices, A for the order
C Invoices, B for the order
Oracle Apps Manufacturing & DistributionWeight-Volume Load Balancing
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Oracle Apps Manufacturing & DistributionWeight-Volume Load BalancingSales Order
Define Item, and enter PhysicalAttributes for Item.
Define Container-A for Item, enterPhysical Attributes (Box)
Define 20/40 container for thecontainer A
Define Vehicle for 20/40 container Define Container Load Details to
establish relationship between item,
container and vehicle.
Oracle Apps Manufacturing & DistributionWeight-Volume Load Balancing
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Oracle Apps Manufacturing & DistributionWeight-Volume Load BalancingSales Order
Book Sales Order Release Sales Order Ship Confirm Sales Order Run Workflow Background Engine Observe status change in order line Order Header status changes during
period end.
Oracle Apps Manufacturing & Distribution
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Oracle Apps Manufacturing & DistributionIntercompany Cycle
Oracle Apps Manufacturing & Distribution
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Oracle Apps Manufacturing & DistributionR12 New Features
Creating Orders in Contact Center Credit Card Encryption Credit Card Security Code Customer Acceptance
Exception Management Enhancements Improved Order Management, Install Base,
and Service Contracts Integration Inventory Convergence Mass Scheduling Multi-Organization Access Control Order Information Enhancements
Partial Period Revenue Recognition
Oracle Apps Manufacturing & Distribution
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Oracle Apps Manufacturing & DistributionR12 New Features
Payment Due with Order (Pay Now Pay Later) Recurring Charges Sales Contracts Workbench Scheduling ATO Items without BOM
Telecom Service Orders with Equipment Terminology Changes Vertex Updates