Order Management For End Users

11i Order Management for
End Users
Student Guide
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D16655GC10
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Edition 1.0
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April 2003
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Copyright © Oracle Corporation, 2003. All rights reserved.
This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing
restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this
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Author
Eric O’Brien, Pamela Freeman, Jinny Valenzuela, Kathryn Wohnoutka
Technical Contributors and Reviewers
Terri North, Dave Millin, Atul Rai, Elizabeth Looney, Carol Chang, Tony Cash, Lori Burke
oracletutor
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This book was published using:
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Table of Contents
Overview of Oracle Order Management Process .........................................................................................1-1

Overview of Oracle Order Management Process ..........................................................................................1-2
Objectives ......................................................................................................................................................1-3
Overview of Order Management in the Order to Cash Live Cycle ...............................................................1-4
Overview of Order Management Integration.................................................................................................1-5
Overview of the Order Management Process ................................................................................................1-6
Overview of Customer Relationships ............................................................................................................1-7
Overview of Inventory Organizations ...........................................................................................................1-8
Overview of Inventory Items.........................................................................................................................1-9
Overview of Order Entry...............................................................................................................................1-10
Overview of Managing Orders ......................................................................................................................1-11
Summary........................................................................................................................................................1-12
Manage Parties and Customer Accounts.......................................................................................................2-1
Manage Parties and Customer Accounts .......................................................................................................2-2
Objectives ......................................................................................................................................................2-3
Agenda...........................................................................................................................................................2-4
Party Model Overview...................................................................................................................................2-5
Party Model ...................................................................................................................................................2-7
Party Model and Relationships......................................................................................................................2-8
Party Model Components ..............................................................................................................................2-10
Managing Parties ...........................................................................................................................................2-11
Party Sites......................................................................................................................................................2-12
Customer Accounts........................................................................................................................................2-13
Integrating Party Information ........................................................................................................................2-14
Agenda...........................................................................................................................................................2-15
Profile Classes ...............................................................................................................................................2-16
Profile Class Characteristics ..........................................................................................................................2-17
Guided Demostration - Create a Profile Class ...........................................................................................2-18
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Practice - Create a Profile Class ................................................................................................................2-19
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Solution - Create a Profile Class................................................................................................................2-20
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Managing Customer Account Profiles...........................................................................................................2-23
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Updating Profile Classes ...............................................................................................................................2-24
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Reviewing Profile Class Changes..................................................................................................................2-25
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Agenda...........................................................................................................................................................2-26
Find/Enter Parties ..........................................................................................................................................2-27
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Find/Enter Search Options.............................................................................................................................2-28
Fuzzy Search .................................................................................................................................................2-30
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Query Word Replacement .............................................................................................................................2-32
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Entry Methods ...............................................................................................................................................2-33
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Business Issues ..............................................................................................................................................2-34
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Business Purposes..........................................................................................................................................2-35
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Multiple Sites and Business Purposes: Centralized Example ........................................................................2-36
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Multiple Sites and Business Purposes: Decentralized Example ....................................................................2-37
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Interface Data Entry.......................................................................................................................................2-38
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Using Standard and Quick Entry ...................................................................................................................2-40
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Guided Demostration - Enter a Standard Customer...................................................................................2-42
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Practice - Enter a Standard Customer ........................................................................................................2-44
Solution - Enter a Standard Customer .......................................................................................................2-45
Differences Between Standard and Quick Entry ...........................................................................................2-49
Guided Demonstration - Enter a Quick Customer .....................................................................................2-50
Practice - Enter a Quick Customer ............................................................................................................2-51
Solution - Enter a Quick Customer............................................................................................................2-52
11i Order Management for End Users Table of Contents

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Data Quality Management (DQM) ................................................................................................................2-54
How Does DQM Work? ................................................................................................................................2-55
Dun & Bradstreet (D&B) Integration ............................................................................................................2-56
D&B Data Formats........................................................................................................................................2-57
D&B Online...................................................................................................................................................2-58
D&B Batch Loading......................................................................................................................................2-59
Agenda...........................................................................................................................................................2-60
Customer Account Relationships ..................................................................................................................2-61
Create Customer Relationships..................................................................................................................2-62
Practice - Create Customer Relationships..................................................................................................2-63
Solution - Create Customer Relationships.................................................................................................2-64
Agenda...........................................................................................................................................................2-65
Merge Parties or Customer Accounts ............................................................................................................2-66
Party Merge ...................................................................................................................................................2-68
Guided Demonstration - Perform a Customer Merge................................................................................2-69
Agenda...........................................................................................................................................................2-70
Reviewing Information..................................................................................................................................2-71
Common Search Scenarios ............................................................................................................................2-72
Reports...........................................................................................................................................................2-73
Summary........................................................................................................................................................2-74
Enter Orders ....................................................................................................................................................3-1
Enter Orders...................................................................................................................................................3-2
Objectives ......................................................................................................................................................3-3
Agenda...........................................................................................................................................................3-4
Order Creation Methods ................................................................................................................................3-5
Order Management Workflows .....................................................................................................................3-6
Defaulting Rules ............................................................................................................................................3-7
Credit Checking.............................................................................................................................................3-8
Agenda...........................................................................................................................................................3-9
Order Header .................................................................................................................................................3-10
Order Transaction Type.................................................................................................................................3-11
Entering Header Customer Information ........................................................................................................3-12
Entering Header Pricing Information ............................................................................................................3-13
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Entering Additional Header Information .......................................................................................................3-15
Guided Demonstration - Entering Order Header .......................................................................................3-16
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Applying Sales Credits ..................................................................................................................................3-18
Applying Sales Credits ..............................................................................................................................3-19
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Practice - Create a Sales Order ..................................................................................................................3-20
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Solution - Create a Sales Order Header .....................................................................................................3-21
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Agenda...........................................................................................................................................................3-23
Line Transaction Type...................................................................................................................................3-24
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Line Statuses..................................................................................................................................................3-25
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Entering Line Information .............................................................................................................................3-26
Entering Line Pricing Information.................................................................................................................3-28
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Line Pricing Fields.........................................................................................................................................3-30
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Line Date Fields ............................................................................................................................................3-31
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Entering Line Shipping Information..............................................................................................................3-32
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Guided Demonstration - Entering Line Information..................................................................................3-33
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Practice - Create a Sales Order ..................................................................................................................3-34
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Solution - Create a Sales Order Line .........................................................................................................3-35
Entering Line Sets .........................................................................................................................................3-38
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Guided Demonstration - Entering Line Sets..............................................................................................3-40
Entering Line Addresses................................................................................................................................3-42
Entering Return Information..........................................................................................................................3-43
Ordering Service Programs............................................................................................................................3-44
Guided Demonstration - Ordering Service Programs ................................................................................3-45

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Entering Project Information .........................................................................................................................3-46
Splitting Order Lines .....................................................................................................................................3-47
Guided Demonstration - Splitting Order Lines..........................................................................................3-48
Practice - Split Line and Create Ship Set...................................................................................................3-49
Solution - Split Line and Create Ship Set ..................................................................................................3-50
Applying Attachments ...................................................................................................................................3-53
Agenda...........................................................................................................................................................3-54
Scheduling - Available to Promise ................................................................................................................3-55
Guided Demonstration - Scheduling Available to Promise .......................................................................3-56
Scheduling - Schedule ...................................................................................................................................3-57
Guided Demonstration - Scheduling an Order Line ..................................................................................3-58
Scheduling - Reserve .....................................................................................................................................3-59
Guided Demonstration - Reserving an Order Line ....................................................................................3-60
Practice - Schedule Order ..........................................................................................................................3-61
Solution - Schedule Order .........................................................................................................................3-63
Scheduling Options........................................................................................................................................3-67
Agenda...........................................................................................................................................................3-68
Booking Orders .............................................................................................................................................3-69
Guided Demonstration - Booking Orders ..................................................................................................3-70
Practice - Book Order ................................................................................................................................3-71
Solution - Book Order ...............................................................................................................................3-72
Agenda...........................................................................................................................................................3-75
Copying Orders .............................................................................................................................................3-76
Guided Demonstration - Copying Orders ..................................................................................................3-77
Practice - Copy a Sales Order ....................................................................................................................3-78
Solution - Copy a Sales Order: ..................................................................................................................3-79
Agenda...........................................................................................................................................................3-83
Drop Ship Overview......................................................................................................................................3-84
Internal Requisition Overview.......................................................................................................................3-85
Agenda...........................................................................................................................................................3-87
Import Orders Processing ..............................................................................................................................3-88
Guided Demonstration - Running Order Import........................................................................................3-89
Summary........................................................................................................................................................3-90
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Managing Orders.............................................................................................................................................4-1
Managing Orders ...........................................................................................................................................4-2
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Objectives ......................................................................................................................................................4-3
Agenda...........................................................................................................................................................4-4
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Order Organizer Overview ............................................................................................................................4-5
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Find Orders....................................................................................................................................................4-6
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Summary Form ..............................................................................................................................................4-8
Guided Demonstration – Summary Form..................................................................................................4-10
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Navigator Tree Functionality.........................................................................................................................4-11
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Guided Demonstration – Navigator Tree...................................................................................................4-12
Folder Files....................................................................................................................................................4-13
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Guided Demonstration - Folder File ..........................................................................................................4-14
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Practice - Order Organizer.........................................................................................................................4-15
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Solution - Order Organizer ........................................................................................................................4-17
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Agenda...........................................................................................................................................................4-22
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Processing Constraints...................................................................................................................................4-23
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Update Orders and Order Lines .....................................................................................................................4-25
Guided Demonstration – Update Order .....................................................................................................4-27
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Practice - Update Order .............................................................................................................................4-28
Solution - Update Order.............................................................................................................................4-29
Mass Updates.................................................................................................................................................4-32
Guided Demonstration – Mass Change .....................................................................................................4-33
Practice - Mass Change .............................................................................................................................4-34

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Solution - Mass Change.............................................................................................................................4-35
Agenda...........................................................................................................................................................4-41
Workflow Notification Overview..................................................................................................................4-42
Respond to Notification.................................................................................................................................4-43
Guided Demonstration – Workflow Notifications.....................................................................................4-44
Agenda...........................................................................................................................................................4-45
Automatic System Holds ...............................................................................................................................4-46
Hold Names ...................................................................................................................................................4-48
Guided Demonstration – Create Hold Name .............................................................................................4-49
Practice - Create Hold Name .....................................................................................................................4-50
Solution - Create Hold Name.....................................................................................................................4-51
Apply Holds...................................................................................................................................................4-53
Guided Demonstration – Apply Holds ......................................................................................................4-55
Practice - Apply Holds...............................................................................................................................4-57
Solution - Apply Holds..............................................................................................................................4-59
Release Holds ................................................................................................................................................4-70
Guided Demonstration – Release Holds ....................................................................................................4-72
Practice - Release Holds ............................................................................................................................4-74
Solution - Release Holds ...........................................................................................................................4-75
Agenda...........................................................................................................................................................4-82
Cancel Orders ................................................................................................................................................4-83
Guided Demonstration – Cancel Order......................................................................................................4-85
Practice - Cancel Order..............................................................................................................................4-87
Solution -Cancel Order ..............................................................................................................................4-88
Agenda...........................................................................................................................................................4-92
Close Orders and Lines..................................................................................................................................4-93
Agenda...........................................................................................................................................................4-94
Order Purge ...................................................................................................................................................4-95
Guided Demonstration – Purge Order .......................................................................................................4-97
Summary........................................................................................................................................................4-98
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Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
• Thorough knowledge of the overall Order Entry to Bank Reconciliation Process
• Ability to navigate Oracle Applications
Prerequisites
• 11i Navigate Oracle Applications
How This Course Is Organized
11i Order Management for End Users is an instructor-led course featuring lecture and hands-on
exercises. Online demonstrations and written practice sessions reinforce the concepts and skills
introduced.
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Related Publications
Oracle Publications
Title Part Number
Oracle Order Management User’s Guide A88765-01
Oracle Order Management Suite Implementation Guide A90142-01
Additional Publications
• System release bulletins
• Installation and user’s guides
• Read-me files
• International Oracle User’s Group (IOUG) articles
• Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
proper noun)
Italic Emphasized words Do not save changes to the database.
and phrases, For further information, see Oracle7 Server SQL Language
titles of books and Reference Manual.
courses, Enter user_id@us.oracle.com, where user_id is the
variables name of the user.
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Quotation Interface elements Select “Include a reusable module component” and click Finish.
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marks with long names
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that have only This subject is covered in Unit II, Lesson 3, “Working with
initial caps;
lesson and chapter
Objects.”
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titles in cross-
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Uppercase
references
SQL column
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Use the SELECT command to view information stored in the
names, commands,
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functions, schemas,
LAST_NAME
column of the EMP table.&
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table names
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Arrow Menu paths Select File > Save.
Brackets
Commas
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Key names
Key sequences
Press [Enter].
Press and release keys one at a time:
cle [Alternate], [F], [D]

Plus signs
ra Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

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Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (‘prod_pie_layer’))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
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Summary.
2. (M) From the menu, select Query then Find.

On
3. (B) Click the Approve button.
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Notations:
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(N) = Navigator
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(M) = Menu
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(T) = Tab
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(B) = Button
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(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab

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Typographical Conventions in Oracle Application Help System Paths
This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
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Overview of Oracle Order
Management Process
Chapter 1
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Overview of Oracle Order Management Process

Chapter 1 - Page 1
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Chapter 1 - Page 2
Objectives
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Chapter 1 - Page 3
Overview of Order Management in the Order to Cash Live Cycle
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Overview of Order Management in the Order to Cash Process
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Order Management receives detailed item information from the Inventory application and price
list information from the Pricing application. Orders and returns can be entered manually or
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imported through an EDI, CRM, or external source. Once in the system the order is ready to be
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pick released and shipped, if needed by the Shipping application. It can then proceed through
the AutoInvoice program into the Oracle Receivables application to be invoiced. All of the
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accounting information is transferred to the General Ledger by the Inventory and Receivables
applications.
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Chapter 1 - Page 4
Overview of Order Management Integration
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Overview of Order Management Integration
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Order Management receives customer information from the customer master, item information
from inventory, the price list from pricing, and may receive orders from many of the
applications in the CRM Suite.
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Order Management sends reservation and demand information to Inventory, shipping
information is pulled into Shipping Execution, and invoices are created in Receivables by
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running the AutoInvoice program. &
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Chapter 1 - Page 5
Overview of the Order Management Process
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Overview of the Order Management Process
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Orders can be created from a number of different sources. You can create new orders by
entering the information or by copying existing orders. You can also bring orders in from EDI,
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CRM, and other interfaces. From Customer Relationship Management (CRM) for example,
Online.
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you could bring orders from iService, iStore, iSupport, Teleservice, Telesales, and Sales
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Once orders are in the system you can manage the orders and order lines by creating copies,
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entering individual or mass changes, applying holds, removing holds, or performing
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cancellations.
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Chapter 1 - Page 6
Overview of Customer Relationships
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Overview of Customer Relationships
Order Management Super User, Vision Operations (USA)
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(N) > Customers > Quick or Standard > (T) Relationships
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Relationships exist between two customers and can be reciprocal or nonreciprocal. They allow
the following:
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• Sharing of pricing entitlements (Agreements and Commitments)O
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• Consolidation of business addresses (Selection of a related customer’s ship-to address
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during order entry)
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• Payment of related invoices
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Relationships are not transitive; If customer A is related to B and B is related to C, A and C are
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not related. You must build the A to C relationship separately.
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Chapter 1 - Page 7
Overview of Inventory Organizations
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Overview of Inventory Organizations
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Organizations can be established for a number of purposes. For example, you could set up
manufacturing facilities, warehouses, distribution centers, and branch offices.
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The organization must be classified as an inventory organization in order to do transactions,
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planning, and receiving. You can set as many organizations as needed and limit the
organization access by responsibility. A user can change organizations at any time from the
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Change Organization window. &
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Chapter 1 - Page 8
Overview of Inventory Items
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Overview of Inventory Items
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Inventory items are used in Order Management when placing orders. The item has attributes
which control how it is used. For example, one of the Order Management attributes that can be
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set is if the item is Orderable. If the item is not set correctly it can not be ordered.
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Items can be set in one or more than one organization. Normally, you set the item in a master
organization and assign it to other organizations that will use it.
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Chapter 1 - Page 9
Overview of Order Entry
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Overview of Order Entry
• Enter an order manually using the Sales Order forms.
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copy function can be modified as needed.
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• Create a new order by copying an open, closed or canceled order. Orders created from the
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• Use Order Import to load orders that come from your EDI transactions, external systems
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or other Oracle applications such as Internal orders from Purchasing or Material Charge
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Lines from Service.
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Chapter 1 - Page 10
Overview of Managing Orders
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Overview of Managing Orders
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Once orders are in the system you can view them from different sources. Then you can manage
the orders and order lines by applying holds, removing holds, entering individual or mass
changes, creating copies, or making cancellations.
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Chapter 1 - Page 11
Summary
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Chapter 1 - Page 12
Manage Parties and
Customer Accounts
Chapter 2
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Manage Parties and Customer Accounts

Chapter 2 - Page 1
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Chapter 2 - Page 2
Objectives
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Chapter 2 - Page 3
Agenda
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Chapter 2 - Page 4
Party Model Overview
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Party Model Overview
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The party model flows through the entire e-Business Suite. There is just one record to represent
both a prospect and a customer. The entity itself is recorded, such as a person or an
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organization. However, customer terms are established, that record represents a prospect. Once
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customer terms are recorded, that same record now represents the entity as your customer. So,
there are no separate lists to maintain and reconcile. In the Oracle e-Business Suite, there is one
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record to represent Company ABC throughout its full life-cycle.
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Each application uses different features of the party model. For instance, the Customer
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Relationship Management Suite (CRM) applications use more details about party relationships
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and new prospects. The Receivables and Order Management applications use more of the
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customer accounts including payment terms, billing, and shipping information.
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The party model contains a unique set of information about a person, organization, or
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relationship. The tables store information such as parties, addresses, and bank accounts.
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You are able to interact with the party model through the following:
• Customer forms: Online entry and query of party and customer account information.
• Party interface: Batch load of party information.

Chapter 2 - Page 5
• Party and customer account merge: Merge parties and customer accounts. This
functionality is used after entering a party incorrectly, in duplicate, or due to a business
consolidation.
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Chapter 2 - Page 6
Party Model
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Party Model
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A party is an entity that can enter into business relationships. A party is defined by information
about that party, not its relationships. For example, the name “ Vision Corporation” is part of
the definition of a party with the Organization party type.
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A relationship is defined by the characteristics or terms and conditions of that relationship. For
example, the attribute “Marital Status” is part of the definition of the Spouse of relationship.
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The definition of a party is independent of its relationships. For example, a party, “John
Smith.
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Smith,” with the Person party type exists independent of any relationship entered by John
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A party site links a party with a location, indicating that party’s usage of the location. This
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location can be a customer account site which would be used within the context of a customer
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account for business purposes like billing and shipping.
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A location is a point in geographical space described by a street address.
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A party relationship is a binary relationship between two parties like a partnership.
A contact point is means of contacting a party. For example, a phone number, e-mail address,
or fax number.

Chapter 2 - Page 7
Party Model and Relationships
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Party Model and Relationships
relationships between these parties.

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The party model has tables that store party information about people or organizations and any
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A party is anything that can enter into a business relationship with another party. The party can
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be an organization, a person or a relationship. This allows you to store information about your
relationships in one representation of people and businesses.
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The party registry stores information about relationships between parties, such as:
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• Organizational hierarchies
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• Business relationships
• Personal relationships
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• Organization contacts
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In addition to the original relationship, the party registry stores the reciprocating data for the
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relationship for example:
Marla is a Customer of the Phone Company. Relationship information about Marla:
• Marla is an Employee of Business World. The Business World record also indicates it is
an Employer of Marla (Business Relationship)

Chapter 2 - Page 8
• Marla is the Spouse of John. John’s record indicates he is the Spouse of Marla. (Personal
Relationship)
• Marla is Related to Digital Image Corporation. Digital Image’s record indicates it is
Related to Marla.
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Chapter 2 - Page 9
Party Model Components
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Party Model Components
then create party relationships.

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The party model in Release 11i allows you to enter a party as an organization or person and
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In Release 11 the party definition was simply defined as a customer and the party relationship
as a party could not be defined.
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Chapter 2 - Page 10
Managing Parties
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Managing parties
When managing parties, you can:
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• Create customer account profile classes
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• Assign profile classes to customer accounts
• Create and maintain party information
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• Define relationships between parties and between customer accounts. (Both reciprocal
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and non-reciprocal)
• Merge parties and customer account information
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• Review party and customer account information online and in reports
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Chapter 2 - Page 11
Party Sites
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Party Sites
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Party sites are global but do not default in under different operating units. They are visible
under the original operating unit in which they were entered. To access them from other
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operating units, you would query for that customer under the Site Number field and pick that
under the same site number.

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site from the list. After this is done, the address information will be available and can be shared
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Chapter 2 - Page 12
Customer Accounts
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Customer Accounts
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Information held in the registry level is universally true. It is independent of relationships.
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items like payment terms and billing preferences.
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Information held in the customer account level is about your business relationship. It is for
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The financial rollup point is an account. It tracks the monetary portion of a party’s purchases
and payments.
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Party information is separate from the information about the relationships of the party. The
party model separates information about the organization or person party from the terms of the
relationship.
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Additionally, the party model allows you to establish multiple relationships (also known as
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party accounts) with the same organization or person party .
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Addresses work in a similar fashion. You record an address for an organization or person once,
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then reference it within the customer account layer, through the customer account site entity.

Chapter 2 - Page 13
Integrating Party Information
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Integrating Party Information
interface tables.
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You can enter party information directly into Oracle Applications, or import it through
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Party information is shared throughout the E-Business Suite. The tables for the Customer
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Master, however, are owned by the Trading Community Architecture.
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In the ERP, specifically Receivables and Order Management, the terms Customer and
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Customer Number are used. In the Customer Relationship Management Suite (CRM) the terms
ern
used are Account and Account Id. Even though different terms are used, they are linked to the
same record in the table.
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Chapter 2 - Page 14
Agenda
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Chapter 2 - Page 15
Profile Classes
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Profile Classes
(USA)
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Receivables, Vision Operations (USA) or Order Management Super User, Visions Operations
(N) Customers > Profile Classes

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You can use profile classes to describe and group customer account that share similar
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characteristics. You can create as many profile classes as you need for your business. Profile
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classes allow you to enter new customer account information quickly and consistently.
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Oracle delivers a seeded profile class called Default. The customer account processing function
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assigns a new account to the Default profile class. This profile class can be changed during
data entry on the customer account record in the Customer form on the Classification Tab prior
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to saving the record. Post saving, the information can be updated in the Profile Transactions
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Tab at either the account header or at the site level.
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Chapter 2 - Page 16
Profile Class Characteristics
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Profile Class Characteristics
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Every customer account must be assigned to a profile class. A profile class defines several
default values for customer accounts with similar credit terms and invoicing requirements.
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After an account has been created, the default values can be modified based on the specific
characteristics of that customer account or account site.
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For example, you may want to create a profile class for small manufacturers, called “Small
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MFG”. Customer accounts assigned to this profile class might require credit checks before
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orders will be fulfilled, given “Net 30” payment terms, and receive quarterly statements. When
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creating a specific new customer account, you could assign that account to the “Small MFG”
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profile class. If the customer account develops credit problems in the future, you might then
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modify that account’s payment terms to “Cash On Delivery”.
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Within the Order to Cash process flow, the applications involved use the credit checking
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feature differently. Credit checking is not used in Receivables. Order Management (OM) does
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utilize credit checking. OM determines which rules (usually defined by receivables personnel)
are used, and when they will be applied via the OM Transaction Type on a sales order.

Chapter 2 - Page 17
Guided Demostration - Create a Profile Class
In this demonstration you will see how to create a customer account profile class.
Responsibility: Order Management Super User, Vision Operations

(USA)
(N) Customers > Profile Classes
1. Enter the following values to create a new profile class

− Name: Demo-New
− Description: Demo Customer Profile
2. (T) Profile Class

− Collector: Pat
− Credit Check: Checked
− Payment Terms: 30 Net
− Allow Discount: Checked
− Receipt Grace Days: 3
− Finance Charge: Unchecked
− Match Receipts by: Sales Order
− Send Statement: Checked
− Cycle: Monthly
− Send Letters: Unchecked
3. (T) Profile Class Amounts

− Currency: USD
− Credit Limit: 60,000
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− Order Credit Limit: 30,000
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4. (I) Save
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Chapter 2 - Page 18
Practice - Create a Profile Class
Overview
In this practice you will create a new profile class.
Assumptions
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
• Replace XX with the characters or numbers given by your instructor.
• Use the Order Management Super User, Vision Operations (USA) responsibility.
Tasks
Create a new profile class.
− This New profile class will be assigned to the Collector Jamie.
− The customers that will be in this grouping are not be allowed to use a discount after
the discount period has passed, nor will they have a grace period for those terms.
− Most customers will be required to pay for their goods and services within 30 days.
− By default, credit checking should occur for sales orders from these customers.
− We will be using a Sales Order to match our receipts and using the Invoice Match
rule set for any cash left over from applying our Standard AutoCash Rule set during
receipt application.
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− To ensure that our customers who have a $100,000 credit limit with a $10,000
statements monthly.
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single order limit know their outstanding transactions, we will be sending them
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Chapter 2 - Page 19
Solution - Create a Profile Class
Create a new profile class
1. Open the profile class window.
• (N) Customers > Profile Classes

− Name: XX-New
− Description: New Customer Credit Profile
− Status: Active
− Collector: Any collector from LOV
− Tolerance: zero (0)
− Credit Check: Checked
− Payment Terms: 30 Net (LOV)
− Override Terms: Unchecked
− Allow Discount: Unchecked
− Receipt Grace Days: Zero (0)
− Match Receipts by: Sales Order (LOV).
− Auto Cash Rule Set: Standard (LOV)
− Remainder Rule Set: Invoice Match (LOV).
− Charge Interest: Unchecked
− Send Statement: Checked
− Send Credit Balance: Checked
− Cycle: Monthly
− Leave remaining checkboxes unchecked.
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Chapter 2 - Page 20
− Currency: USD
− Credit Limit: 100,000.00
− Order Credit Limit: 10,000.00
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Chapter 2 - Page 21
4. (I) Save.
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Chapter 2 - Page 22
Managing Customer Account Profiles
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Managing Customer Account Profiles
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You can move a customer account from one profile class to another whenever it is deemed
necessary. To change the profile class, find the account and then select the new profile class
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from the list of values under the Profile Transactions tab in the Customer window. You can
business purpose.
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also assign profile classes at the site level of the customer if there is a saved, and active Bill-To
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You can change one or more attributes of a profile class for a specific customer account. This
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is called customizing the account profile class. It does not change any of the profile class
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attributes for other customer accounts that share the same profile class.
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Chapter 2 - Page 23
Updating Profile Classes
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Updating Profile Classes
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You can modify attributes in existing profile classes even after customer accounts are assigned
to them. However, when you try to save your changes to any saved profile class, you must
decide how you want the change to be applied.
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You can choose one of these three options:
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• Do Not Update Existing Profiles: Only the profiles of new customer accounts created in
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the future will reflect the changes.
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• Update All Profiles: The attribute is updated in all customer accounts that use this
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profile.
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• Update All Non-customized Profiles: Profile classes set the default values initially
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assigned to individual customer account profiles. If an attribute in an individual party
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profile was customized to be different from its profile class, changes to the value of a
Or
profile class attribute to not change the customized value of the attribute in the individual
customer account profile.

Chapter 2 - Page 24
Reviewing Profile Class Changes
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Reviewing Profile Class Changes
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When changes to a profile class cause changes to customer account profiles, Receivables
automatically generates the Customer Profile Copy concurrent program to review the changes.
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This is an auditing report that summarizes all the changes made to the profile class.
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Chapter 2 - Page 25
Agenda
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Chapter 2 - Page 26
Find/Enter Parties
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Find/Enter Parties
(USA)
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Receivables, Vision Operations (USA) or Order Management Super User, Vision Operations
(N) Customers > Standard or (N) Customers > Quick

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To reduce the chances of a user entering a duplicate party or customer account, the default
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setup requires the user to search the database for entities similar to the ‘new’ entry.
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• Basic
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Three search options are available:
• Advanced
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• Text
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You can select a search type of exact or fuzzy. The default search type is exact.
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Chapter 2 - Page 27
Find/Enter Search Options
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Find/Enter Search Options
Basic
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as:
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The Basic tabbed region includes fields where you can enter information about the party such
• Name and identifying numbers.

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• Address information about a party’s locations.
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• Contact information for Organization or Person parties.
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Advanced
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The Advanced tabbed region provides some of the same fields available in the Basic window
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such as Name, Party Number, and Customer Number. This tabbed region also includes fields
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for searches based on tax identification numbers and business classification schema, such as
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Standard Industrial Classification (SIC) codes.
Text
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The Text tabbed region provides a field for entering text or numbers. To obtain valid matches
with the text search, you must first run the Customer Text Data Creation and Indexing

Chapter 2 - Page 28
concurrent program, which extracts customer data from the database and creates the text file
used for the text search.
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Chapter 2 - Page 29
Fuzzy Search
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Fuzzy Search
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The fuzzy search method uses word replacement rules to map a word, abbreviation, or special
character that might be entered by a user as a search criteria to a similar word, abbreviation, or
special character.
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For example, if a user might enter "Blvd" as a search criteria for an address search, you could
create a Word Replacement rule to retrieve records that contain "Boulevard". In the Word
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Replacement rule, "Blvd" is referred to as the Original word and "Boulevard" is the
Replacement word.
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Over 3,000 Original and Replacement word pairs are seeded for use with the fuzzy search
I
method.
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To ensure the accuracy of the first fuzzy search that any user performs, you must create the
c
keys that link the Original and Replacement words by running the Generate Key for Fuzzy
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Search concurrent program.
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In the customer find/enter window you can do a fuzzy search and get the following results:
• Person first name, enter Jim to find James
• Organization name, enter AT and T to find AT&T

Chapter 2 - Page 30
• Address, enter St to find Street
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Chapter 2 - Page 31
Query Word Replacement
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Word Replacement
Trading Community Manager
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(N) > Setup > Word Replacements
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To use the fuzzy search method you must create Word Replacement Rules in the Word
Replacements window.
The steps for a search are:
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• Select the Type of word to be replaced.
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• Enter a word, word fragment, character, or abbreviation that a user might enter as a
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search criteria in the Original Word column. In the Replacement Word column enter text
that equates to the Original Word entry. Save the record.
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• In the Generate Keys region, select Name or Address from the list of values for the Table
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field in the Generate Keys region.
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• Select the New Rows Only check box if you only want to generate keys for new customer
records.
• Click the Generate Keys button to run a concurrent program which generates the fuzzy
keys used by the fuzzy search method.

Chapter 2 - Page 32
Entry Methods
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Entry Methods
Customer Interface
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information from other systems into the E-Business Suite.
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The Customer Interface allows you to import and validate current or historical customer
Standard Entry
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Enter detailed party/customer account information, assign an address location code, select a
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business purpose.
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primary Bill-To, select a primary Ship-To, and link a Ship-To business purpose with a Bill-To
Quick Entry
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The quick entry method allows you to quickly select the business purposes for an address by
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using check boxes. However, you do not have the ability to specify a location code, select a
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business purpose as a primary Bill-To or a primary Ship-To, or link a Ship-To with a Bill-To.
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You can add these features later for this party by using the Standard Customer form.

Chapter 2 - Page 33
Business Issues
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Business Issues
Before Entering Party and Customer Account Information:
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• Specify naming conventions such as capitalization and abbreviations.
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• Determine the usage of Automatic Numbering. The Automatic Customer Numbering and
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Site Numbering system options and the Automatic Contact Numbering profile options
selections automatically number parties, site location codes, and contacts; or select the
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manual numbering option.
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• Define how to use classifications to group customers for pricing functionality like using
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qualifiers and for reporting purposes. Classifications include: Customer Class, Customer
Type, Sales Channel, Category, and SIC.
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• Consider if Use the Allow Payment of Unrelated Invoices system option to permit
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payment of unrelated customer’s invoices is appropriate.
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• Decide how to set up decentralized parties with multiple sites: as one party with multiple
sites, or as multiple customers each with one site.

Chapter 2 - Page 34
Business Purposes
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Business Purposes
Consider these issues before you set up multiple business purposes:
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Receivables.
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• You must have a valid address for use during transaction entry in Order Management and
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• Only one site can be designated as the primary site for each business purpose. If there are
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multiple business purposes you are able to have multiple primary designations.
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• If you designate a primary site for Bill-To or Ship-To, it will default into a transaction
automatically. However, you can select a different site from the list of values.
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These are standard business purposes:
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Bill-to
e I Invoices are sent here for payment.
Ship-to
cl Where the goods are shipped.
Dunning
ra Dunning letters are sent to this location.
Legal
O
Statements
The legal location, which serves as the government point of contact.
Statements are sent to this location.
Marketing Marketing literature such as product announcements are sent here.

Chapter 2 - Page 35
Multiple Sites and Business Purposes: Centralized Example
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Multiple Sites and Business Purposes: Centralized Example
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In this example, ABC Company’s Headquarters is in New York, and all billing information
will be received there. Products will be shipped to the Paris, Washington, and Chicago
customer account sites.
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Chapter 2 - Page 36
Multiple Sites and Business Purposes: Decentralized Example
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Multiple Sites and Business Purposes: Decentralized Example
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In this example, all locations have the ability to pay the invoices for the goods they received.
Each site has a Bill-To and Ship-To business purpose established for its site.
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Chapter 2 - Page 37
Interface Data Entry
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Interface Data Entry
Receivables, Vision Operations (USA)
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(N) Interfaces > Customer
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When importing party information from external databases, the data flows into temporary
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interface tables, then on to Oracle master tables within the Receivables module. A report can
be run to view this interface from the external database. Any errors can be corrected with
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PL/SQL within the temporary tables.
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Importing Customer Data
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interface.
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All Customer data that you enter in the customers windows can be imported using the customer
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Import profile class information such as payment terms, statement, automatic receipt, finance
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charge, dunning, and invoicing information.
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Updating Data
If data is maintained in an external system, use the interface to update the information at
regular intervals.

Chapter 2 - Page 38
Preparation for Import
Prior to running the Customer Interface it is important to prepare the environment to accept the
new data you wish to import. In some cases imported data will have values that may have not
been defined during earlier setups. Examples of information that can be imported to the
Customer record include: Collectors, Customer Bank Information, Dunning Letter Sets, Freight
Carriers, Payment Terms and Lookups. For a complete listing see the Receivables User’s
Guide. As the Customer Interface will not create these records, it is important to pre-define
theses elements for the import process to run smoothly.
Note: The Customer Interface will not create location combinations for foreign locations. A
foreign location is one where the country segment is not the same as the Default Country from
the Receivables System Options window.
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Chapter 2 - Page 39
Using Standard and Quick Entry
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(USA)
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(N) Customers > Standard

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(N) Customers > Quick
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The attributes above can be set at the Customer header record to default to all customer sites.
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Chapter 2 - Page 40
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Linking Bill-to and Ship-to Locations:
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• A Ship-To address can have an associated Bill-To address.
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• The associated Bill-To address becomes the default during invoice entry when the Ship-
to location is selected.
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You are able to select the checkbox Identifying an Address for a party Business Purpose
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The Location attribute in the Business Purposes tabbed region of the customer account
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addresses window, provides a simple way to name or identify an address. This location value is
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used in transaction entry, receipts entry, create/approve/ confirm automatic receipts and
remittances, orders, and returns windows. It is also the first value that will appear in the list of
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values on these documents.
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To have Oracle automatically number locations, you can use the Automatic Site Numbering
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system option. If you select the system option check box, TCA will uniquely number all the
customer account locations.

Chapter 2 - Page 41
Guided Demostration - Enter a Standard Customer
In this demonstration you will see how to enter a customer using the forms user interface.

(USA)
Note: Prior to this demonstration remember to turn off Automatic Site Numbering in the System
Options window.
1. (T) Advanced.
− Name: Demo-Big City
− (B) Find
− (B) New
2. (T) Classification.
− Profile Class: Demo-New
− Type: External
− Class: High Technology
3. (T) Order Management.

− Price List: Corporate
− Freight Terms: Prepaid
− Warehouse: Seattle Manufacturing
4. (T) Addresses.
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− (B) New
− Country: United States
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− Address: 411 College Drive
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− City:
− State:
New York
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NY
− Postal Code:
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10013
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5. (T) Business Purpose.
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Usage Location Bill To Primary
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Ship To Plant 1 Checked
Or Bill To AP Checked
6. (B) Open.
7. (T) Details.

Chapter 2 - Page 42
− Salesperson: Abbott, Rachel

− Order Type: Mixed
− FOB: Customer Site
9. Close the Business Purpose window and the Address window.
10. (B) New and create a second address.

− Address: 345 Second Lane
− City: Chicago
− State: IL
− Postal Code: 60601
11. (T) Business Purpose.
Usage Location Bill To Primary

Ship To Plant 2
Marketing Office
12. (I) Save.
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Chapter 2 - Page 43
Practice - Enter a Standard Customer
Overview
In this practice you will enter a new customer in the customer standard form.
Assumptions
• You have completed the Create New Customer Profile Class practice in this lesson.
Tasks
1. Enter a standard customer.
− Big City is a new High Technology customer for your company. As they have
vetted by the credit team for new customer credit, they should receive the New
profile class.
− The sales team has determined they are a commercial client who should be initially
using the Corporate price list. Eventually they will be given a specialized price list,
but we do not want to discourage any purchases until the pricing team has finished
their work.
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− Big City has one main shipping and billing address in the United States: 222 W. Las
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Colinas Blvd, San Mateo, CA, 94401. They do have other addresses, but this is the
we should also be sending the invoice to this location.

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only facility we will be working with initially. Whenever we ship to this address,
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− Rachel Abbott, our salesperson responsible for this account has indicated on your
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customer data sheet that the materials they will be ordering are most likely to come
from our Seattle Manufacturing Plant and they will be required to pay for their
l
goods in 30 days.
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− Rachel has also indicated that they may ask to place sales and return lines on the
same order document, therefore the Mixed Order Type will be most appropriate for
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their transactions.
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− Big City will be prepaying for their freight and will take ownership of the goods
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only when it reaches their loading dock.
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Chapter 2 - Page 44
Solution - Enter a Standard Customer
Enter a Standard Customer
1. (N) Customers > Standard.
2. (T) Advanced.
− Name: XX-Big City (where XX is your initials)
− [B] Find
− [B] New
3. (T) Classification.
− Profile Class: XX-New
− Type: External
− Category: High Technology
− Sales Channel: Commercial
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4.
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(T) Order Management.
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Chapter 2 - Page 45
5. (T) Addresses
− [B] New
− Address: 222 W Las Colinas Blvd
− City: San Mateo
− State: CA
6 (T) Business Purposes

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Usage Location
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Bill To
A
Primary
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Bill To AP Checked
Ship To
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Dock 4 AP
& Checked
7.
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(I) Save after entering Bill To to be able to add it to the Ship To.
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Chapter 2 - Page 46
8. (B) Open, (T) Details.
− Payment Terms: 30 Net
− Salesperson: Abbott, Rachel
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Chapter 2 - Page 47
− Freight Terms: Prepaid
− FOB: Customer Site
− Warehouse: Seattle
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10. Save and Close form.
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Chapter 2 - Page 48
Differences Between Standard and Quick Entry
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Note: You are able to update information entered via the Quick Customer Entry form using the
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Standard Customer Entry form. The data entered via either form updates the same tables. The
constraints are based upon the form, not the data.
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Chapter 2 - Page 49
Guided Demonstration - Enter a Quick Customer
This demonstration will show you how to create a new customer, using the Quick Customer
entry window.

(USA)
(N) Customers > Quick
1. (T) Basic
− Name: Demo-Quick
− (B) Find
− (B) New
2. (T) Classification
3. (T) Order Management

4. (T) Addresses
− (B) New
− Address: 711 Quick Drive
− City: New York
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− State: NY
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5. (I) Save
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Chapter 2 - Page 50
Practice - Enter a Quick Customer
Overview
In this practice you will enter a new customer in the customer quick form.
Assumptions
• You have completed the Create Customer Profile Class practice in this lesson
Tasks
1. Enter a quick customer.
− Quick is a new customer for your company. They are so new, they have not yet
been entered into your customer master file. By entering basic information we will
allow them to create a sales order today.
− Quick has a billing and shipping facility in the United States at: 111 Quick Drive,
Chicago, IL 60601.
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Chapter 2 - Page 51
Solution - Enter a Quick Customer
Enter a Quick Customer
1. (N) Customers > Quick
2. (T) Basic
− Name: XX-Quick (where XX is your initials)
− [B] Find
− [B] New
3. (T) Addresses
− [B] New
− Address: 111 Quick Drive
− City: Chicago
− State: IL
4. (T) Business Purpose

− Bill-to: Radial (B) is selected
− Ship-to: Radial (B) is selected
− Marketing: Unselect Radial (B)
5. (I) Save and close form.
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Chapter 2 - Page 52
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Chapter 2 - Page 53
Data Quality Management (DQM)
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Data Quality Management (DQM)
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Many applications in Oracle’s E-Business Suite contribute data to the Trading Community
Architecture (TCA) registry about parties, addresses, contacts, and contact points. Each
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application must also efficiently and consistently retrieve data for use in transaction processing.
business intelligence tools and procedures.

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Duplicate records reduce the efficiency of transaction processing and the effectiveness of
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Chapter 2 - Page 54
How Does DQM Work?
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How Does DQM Work?
the party information for duplicates or matches.

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The DQM process requires a few steps to acquire data into a staged schema and then evaluate
• Party data is stored in the TCA Registry.

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• DQM cleanses and standardizes the data using a set of transformation functions. The
cleansed data is stored in the staged schema.
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• Input records enter the process from online search or duplicate identification processes.
• DQM cleanses the input records using the transformation functions in the highly
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configurable match rules.
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• DQM compares the cleansed input records to the information in the staged schema using
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the match rule and calculates a matching score.
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• The result of the comparison performed by DQM is a list of potential matches and their
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calculated scores.
For more information on DQM refer to the Data Quality Management Advanced Topic.

Chapter 2 - Page 55
Dun & Bradstreet (D&B) Integration
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Dun & Bradstreet (D&B) Integration
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The integration of Dun & Bradstreet (D&B) data products with Oracle Applications provides
on-line and batch processes that you can use to acquire and review customers’ demographic,
corporate relationship, financial, and credit risk data.
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You can search for and purchase D&B information on specific companies from D&B’s
database of more than 60 million businesses worldwide. The information obtained from D&B
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can be updated or expanded during future online sessions or by using the batch loading
process.
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Chapter 2 - Page 56
D&B Data Formats
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D&B Data Formats
that contain a wide variety of data elements.

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The D&B data is available in the form of Global Data Products (GDP) files and BIR reports
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For example, the Enterprise Management GDP provides detailed demographic, corporate
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structure, risk, and financial information for integration with Oracle Applications. These D&B
data files contain data elements you can use to improve risk assessment procedures, make
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better informed credit decisions, and improve customer acquisition and retention. Enterprise
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Management includes the most complete set of data, scores, and ratings available about your
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trading community.
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The Business Information Report (BIR) provides many of the data elements from the D&B
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database in a standard format. You can order a BIR, store an image of the report in your
database, and view the report whenever necessary. The BIR is stored in the Organization
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Profiles table, so that historical information about BIR’S can be maintained.

Chapter 2 - Page 57
D&B Online
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D&B Online
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Information can be purchased and retrieved from D&B for parties (organizations or persons)
that are prospects or that have an existing account. When you obtain D&B information about a
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company that does not exist in your database, a new party is created using the D&B data.
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To obtain D&B information for a party you may follow one of several scenarios:
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• If the party already exists, you can purchase D&B data to initially acquire or to update
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the D&B data for the existing party.
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• If the appropriate party does not exist in your records, you can search the D&B database
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to determine if data about the business is available in the D&B database.
• If data is available from D&B for the new party, you can purchase that data from D&B.
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Purchasing the data from D&B will automatically create a new party for you.
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• If data is not available from D&B for the new party, you can order an investigation from
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D&B to gather the necessary data or you can manually create a new party using data you
have acquired from other sources.

Chapter 2 - Page 58
D&B Batch Loading
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D&B Batch Loading
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When you need to update a few parties or to investigate significant changes for one party, you
should use the online method to purchase and retrieve D&B information. Individual users can
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efficiently search for and retrieve a party’s D&B data online over the Internet.
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If the D&B data for a large number of parties must be updated on a regular schedule or even
occasionally, batch loading would be the more efficient method. You can update all parties,
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gather data only for new parties, or update parties that have not been updated since a specified
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date. Batch retrieval and loading of D&B data is usually a regularly scheduled, automated
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process set up and run by your Oracle Applications system administrator.
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Agenda
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Chapter 2 - Page 60
Customer Account Relationships
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Customer Account Relationships
Receivables, Vision Operations (USA)
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(N) Customers > Quick or Standard (T) Relationships
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Relationships exist between two customers and can be reciprocal or nonreciprocal. They allow
the following:
• Payment of related invoices.
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• Sharing of pricing entitlements (Agreements and Commitments).
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• Consolidation of business addresses (Selection of a related customer’s ship-to address
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during order entry).
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Relationships are not transitive: If customer A is related to B and B is related to C, A and C are
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not related. You must build the A to C relationship separately.
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Under System Options you can select the check box Allow Payment of Unrelated Transactions
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if you want to permit application of funds from one party to another unrelated party. If you do
not select this check box, a customer account relationship must be set up to apply payments
from one account to another.

Chapter 2 - Page 61
Create Customer Relationships
In this demonstration you will learn how to create customer account relationships.

(USA)
1. (T) Basic
− Name: Demo-Quick
− (B) Find
− Place your cursor on the line with a customer number [not just the party number]
− (B) OK
2. (T) Relationships
Name Number Active Reciprocal Type Comment

Demo-Big City Defaults Checked Checked Reciprocal
Hilman and Defaults Checked Unchecked Parent
Associates (1004)
3. (I) Save.
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Chapter 2 - Page 62
Practice - Create Customer Relationships
Overview
In this practice you will create customer relationships.
Assumptions
• You must have completed the Create New Customer practice in this lesson.
Tasks
Create customer relationships.
− It has come to your attention that three of your customer accounts have relationships
that you need to address within the E-Business Suite.
− XX-Big City and Business World (1608) have identified they are in a partnership
[brother-sister] that allows either account to pay the bills for transaction created.
− Hilman and Associates (1004) and XX-Big City are in a parent-child type
relationship whereby Hilman is the parent of XX-Big City.
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Chapter 2 - Page 63
Solution - Create Customer Relationships
Create Customer Relationships
1. Navigate to the Customers window
• (N) Customers > Standard.
2. Find XX-Big City
• Name: XX-Big City
• (B) Find
3. (T) Relationships.
4. Create appropriate relationships

Name Number Active Reciprocal Type
Business Assigned Checked Checked Reciprocal
World
Hilman and Assigned Checked Unchecked Parent
Associates
5. (I) Save
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Chapter 2 - Page 64
Agenda
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Chapter 2 - Page 65
Merge Parties or Customer Accounts
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Merge Parties or Customer Accounts
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(N) Customers > Merge

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(N) Customers > Party Merge
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Merging a party is different than merging a customer account. The party is everything under
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that party. The customer account merge is two accounts under one party. Merging party or
customer account information combines all information for two parties, customer accounts, or
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account sites. You can delete or inactivate the merge-from party, customer account, and
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account sites.
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Before merging consider archiving the historical data for the absorbed party, customer account,
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or account site. Also, consider that the information is being used by the entire e-Business suite
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and will affect other applications.
Merging Incorrect Data
The most common reason to merge parties is to clean up data entered in error. For example,
data related to an existing party “White Place” might be entered in error for a new party created
as “White Corp.” You merge the data for these parties to consolidate all the data for White

Chapter 2 - Page 66
Place. Misspellings and the incorrect use of upper and lower case are also common reasons for
merging parties.
Merging Site Data
Another reason to merge party data is the consolidation or relocation of party sites. For
example, if a party closes a facility in Milan and moves all activity to an existing facility in
Rome, data related to the Milan site will be merged with the data for the Rome site.
Note: Because historical reporting will no longer be available for the Milan site, you should
carefully consider any merging.
Merging Party or Customer Account Data
A less common reason to merge party data is when two different parties merge and form a
single party.
Note: Because historical reporting will no longer be available using the parties’ prior names,
you should carefully consider any merging.
When merge processing is complete, Receivables automatically generates a party Merge
Execution report which can be printed or reviewed online.
After party data has been merged, there are no links between the previous party and its
transaction records. These transactions appear as if they had always belonged to the succeeding
party.
To automatically copy “From” addresses as “To” addresses, select Create Same Site.
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Chapter 2 - Page 67
Party Merge
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Party Merge
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With the Party Merge feature you can consolidate duplicate parties, integrate an acquired party
into another party, or consolidate duplicate party sites of a party in the TCA party registry. The
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related child entities that get merged or transferred include party relationships, contact
sources.
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information, party profiles, customer accounts, and information obtained from third-party
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The merging parties are referred to as the merge-from party and the merge-to party, or the
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source and the target respectively. After the merge-from party is merged into the merge-to
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party you can delete the merge-from, or source, party. By default the merge-from party is set to
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a Merged status.
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You must register party entities and party sites in the Party Merge dictionary. Some Oracle
applications, along with their party entities, are automatically registered at installation.
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Registration specifies the names of the procedures required to merge the entities that interact
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with the party entities. The Party Merge program uses the information in the Party Merge
dictionary to recognize which entities to merge.

Chapter 2 - Page 68
Guided Demonstration - Perform a Customer Merge
In this demonstration you will learn how to merge two parties together. In this merge you will
transfer data (including transactions) from one party to another and concurrently delete the
record you are moving from.

(USA)
(N) Customers > Merge Parties
1. Enter batch information for your merge activity:

− Batch Name: Demo-1
− Commit at Batch Level: Checked
− Delete Merged Records: Checked
2. Enter information regarding which parties to merge in the Party Details region:
− Party Type: Organization
− From Party Name: Demo-Quick
− To Party Name: Demo-Big City
− Merge Reason: Merger
3. (I) Save
4. (T) Party Sites

− In the From Site Address field you should see the address you defined for your
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Quick customer: 711 Quick Road, New York, NY , 10019.
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− The Operation to be performed should default to Transfer. This will allow the
system to copy your address information from one party to another.
5. (I) Save
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6. (B) Run Batch
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7. Wait until concurrent request completes.
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(M) View > Requests
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•
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(B) Find
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Query the Demo-Quick customer. It should no longer appear as we indicated the merged
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record should be deleted.

Chapter 2 - Page 69
Agenda
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Chapter 2 - Page 70
Reviewing Information
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Chapter 2 - Page 71
Common Search Scenarios
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Common Search Scenarios
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(N) Customers > Customers Summary

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Online Searches
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It is possible to use the above search scenarios to find customers online and review their
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details.
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While using the summary form to view multiple customers, you are able to view the
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information or export it to a Excel spreadsheet using standard functionality.
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Chapter 2 - Page 72
Reports
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Reports
Customer Listing Detail/Summary
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The mode of this report is changed via a report parameter. Use the Detail report to review
detail customer information entered for each customer. Use the Summary report to review
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summary information about your customers. You can view customer name, customer number,
status, and any addresses and site uses you entered for your customers.
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Customer Profiles Report
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Use this report to review customer profile information assigned to each customer or customer
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site. You can also review any changes made to your existing customer profiles in the Customer
Profile Classes window. If the profile option AR: Sort Customer Reports by Alternate Fields is
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Yes, Receivables sorts information using the value of the Alternate Name field in the
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Customers window.
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Customer Relationship Listing
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This report lets you review all customer relationships that have been defined. This report
includes the name and number of the primary and related customers, whether the relationship is
reciprocal, and any comments. The report lists all active relationships first followed by the
inactive ones.

Chapter 2 - Page 73
Summary
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Chapter 2 - Page 74
Enter Orders
Chapter 3
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Enter Orders
Chapter 3 - Page 1
Enter Orders
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Enter Orders
Chapter 3 - Page 2
Objectives
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Enter Orders
Chapter 3 - Page 3
Agenda
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Enter Orders
Chapter 3 - Page 4
Order Creation Methods
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Order Creation Methods
• Enter an order manually using the Sales Order forms.
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copy function can be modified as needed.
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• Create a new order by copying an open, closed or canceled order. Orders created from the
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• Use Order Import to load orders that come from your EDI transactions, external systems
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or other Oracle applications such as Internal orders from Purchasing or Material Charge
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Lines from Service.
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Enter Orders
Chapter 3 - Page 5
Order Management Workflows
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Order Management Workflows
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Order Headers and Order Lines have separate Workflows which process the order through it’s
life cycle. Workflow uses PL/SQL based coding to process orders. There are no limits to the
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number of custom PL/SQL functions you can define to support your business processes.
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Workflow Notifications indicate to a user when a manual activity, such as an approval needs to
be performed. Notifications can be received in the form of an email or a web page.
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Notifications can stop the process of an Order or Order Line until the Notification has been
responded to.
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Workflow has a Built-in online/deferred mode with a user-definable threshold. Activities that
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use a lot of system resources can be given a higher cost threshold. High cost activities are
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automatically deferred to the Workflow Background Engine. You can set up the background
engine to run a periodic intervals to process deferred activities.
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Order Management makes use of the Workflow Monitor. The Monitor is a tool that allows you
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to graphically monitor a flow’s progress.
Order Management has seeded order processing workflows that correspond to common
business flows at both the header and line levels.
Enter Orders
Chapter 3 - Page 6
Defaulting Rules
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Defaulting Rules
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Use Defaulting Rules to populate the Sales Order with your customer’s preferences such as
freight carrier and contacts. Speed data entry by defaulting standard information such as
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payment terms, price list and salesperson. This will also reduce data entry errors.
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You can create a set of Defaulting Rules for each entity on the Sales Order form. Values can be
pulled from various sources such as the customer’s records, item records, and price lists or
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from a Profile Option or PL/SQL code. Prioritize your Default sources by sequencing them.
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The defaulting process stops as soon as a Value is found.
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Values are only defaulted when a record is added. Defaulted values can be overridden if the
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change does not violate your business procedures.
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You can create Defaulting Condition templates which define the exception criteria to allow the
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system to automatically default values from various sources under different circumstances.
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Enter Orders
Chapter 3 - Page 7
Credit Checking
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Credit Checking
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Order Management can perform Credit Checking when the Order is booked, when it is released
to shipping or both. The Order’s transaction type dictates when credit checking will occur and
what Credit Check rule will be used.
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Use Profile Classes to set Credit Limits by currency and to activate/inactivate credit checking.
The Customer’s Profile classes are associated with their Bill-to addresses.
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Use Payment Terms on your sales order to override credit checking. Example: Payment terms
Check Hold.
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of Cash will not perform a credit check. Orders failing credit check go on a automatic Credit
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Credit Check Holds can be removed manually by an authorized responsibility. Or they can be
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removed automatically by the picking program, if the customer’s AR balance has been reduced
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or if their credit limits have been increased. A Credit Check Hold can be automatically released
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or applied from the Sales Order form if any of the following fields are undated on a booked
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order; price list, order quantity, payment terms, or ship date.
Enter Orders
Chapter 3 - Page 8
Agenda
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Enter Orders
Chapter 3 - Page 9
Order Header
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Order Header
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Most of the Order Header attributes are available at the line level so the Header primarily
serves as a holding device to keep the Sales Order open until all the lines have been closed or
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canceled. The Order Header is the primary defaulting source for new order lines.
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Order Header fields can be defaulted from a variety of sources, such as the Customer records,
an agreement or a price list.
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Since only a minimum of the Header information is mandatory you are able to enter and save
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an order very quickly.
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Enter Orders
Chapter 3 - Page 10
Order Transaction Type
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Order Transaction Type
Order is saved.
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The Order Transaction Type controls which Order Level Workflow will be executed when the
The Order Type Controls:

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• The Order Numbering Sequence.
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• When credit checking will occur and what rule will be used.
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• Whether a customer purchase order number is required.
• Whether an Agreement is required.
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• The level of scheduling is allowed at the header level. Example: ATP, Demand, or
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Reservations.
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• Whether the Order can have only outbound (Order), only inbound (Returns) or both
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(Mixed).
Enter Orders
Chapter 3 - Page 11
Entering Header Customer Information
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Entering Header Customer Information
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(N) Orders, Returns > Sales Orders (T) Order Information (T) Main
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The Customer must already exist in the Customer Master. Only the Customer’s primary Ship-
to and Bill-to Addresses will default.
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Many of the Sales Order fields can be defaulted from either the Ship-to or Bill-to records. This
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enables you to be very flexible with your order requirements. Example: Order Type, Tax code,
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Salesperson, Shipping Method.
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Using the Tools menu, you can add new Customer information. This is controlled by the
profile option, OM: Add Customer.
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Enter Orders
Chapter 3 - Page 12
Entering Header Pricing Information
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Entering Header Pricing Information
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The Main tab of the Order Header contains information that groups the sales order lines
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together. Specifically who has ordered the goods – the Sold To customer (identified by the
field Customer) is listed here. Also we find information related to the basics for where products
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and services should be shipped, along with how we will determine pricing for the order.
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Finally, how the order can be processed is identified by the Transaction, or Order Type.
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Every order must have a valid Price List. All items/unit of measure combinations you wish to
order must exist either on the Price List from the Sales Order Header or one of its related price
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lists. This topic is discussed in the lesson on Pricing.
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You are able to enter orders in any Currency that has been defined for your Set of Books. One
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restriction is the Price List currency and the Order currency must be the same. Only one
Currency is allowed per sales Order. You are able to set up credit limits by Currency for each
of your Profile Classes. The Customer’s Invoice uses the same currency as the Sales Order. If
the sales order and thus the Receivables invoice is in a currency other than the functional
Enter Orders
Chapter 3 - Page 13
currency for your Set of Books, the value is converted to the functional currency when posted
to General Ledger from Receivables.
By default, the Salesperson entered on the Order Header receives 100% of the revenue
generating Sales Credits for the Order.
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Enter Orders
Chapter 3 - Page 14
Entering Additional Header Information
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Entering Additional Header Information
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(N) Orders, Returns > Sales Orders (T) Order Information (T) Others
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The Others tab of the Order Header contains additional information regarding how the sales
shipping instructions to payment information.

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order should be handled. The fields in this tab focus on our interactions with the customer from
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Payment Terms, Freight Terms and Free On Board (FOB) are agreed upon by you and your
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customer and should be defaulted from the customer’s records to assure customer satisfaction.
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Warehouse is the Shipping Organization (where the order will be filled). The Shipping Method
is the carrier the customer prefers.
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If Shipping or Packing instructions are applicable across all lines enter then at the Header level.
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Like other information entered at the header level these values can be overridden at the Line
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Level.
Payment Type: Credit Card integrates with iPayment to obtain authorization. You can mask
sensitive credit card data. Payment capture for credit card orders occurs in Receivables.
Enter Orders
Chapter 3 - Page 15
Guided Demonstration - Entering Order Header
In this demonstration you will create the order header information for a new sales order. This
demonstration forms the basis for later demonstrations in this lesson.

(USA)
1. Enter the following values to create a new order header:

− Customer: Business World
− Customer Number: 1608
2. The following values populate based upon the Defaulting Rules within the Vision
demonstration environment.
− Ship To: San Jose (OPS)
− Salesperson: Sprague, Mr. Howard
− Currency: USD
− Bill To: San Jose (OPS)
3. Enter the Customer PO number of Demo-01
4. Accept all other defaults on the Order Header Main tab.
5. (I) Save
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Note: When you save the order the Order Number will be automatically generated by a
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Document Sequence, which is linked to the Order Transaction Type.
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6. Navigate to the Others tab.
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7. Note the values that have defaulted:
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− Payment Term: 2/10, Net 30
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− Warehouse: M1
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− Shipping Method: DHL
− Freight Terms: Prepay & Add
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− FOB: DEST
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− Tax Handling: Standard
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8. Change the Payment Terms to 30 Net
9. Enter Packing Instructions: Please call Rachel Abbott in Customer Service upon packing.
Enter Orders
Chapter 3 - Page 16
10. (I) Save
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Enter Orders
Chapter 3 - Page 17
Applying Sales Credits
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Apply Sales Credits for an Order, Line, Split line or Return. If your cursor is on the order
a line, then you will split line level credits.

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header when you select the Action button, you will split order level credits. If your cursor is on
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Revenue Sales Credits must equal 100%.
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If CRM Incentive Compensation is installed, the Sales Credit information will pass to that
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module for use in calculating Sales Compensation. Otherwise, the Sales Credit information
will be a reference.
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Non Revenue Sales Credits can be applied at 100% or less.
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Line Level Sales Credits override the Sales Credits entered on the Header.
Enter Orders
Chapter 3 - Page 18
In this demonstration you will continue to work with the sales order header you created in the
last demonstration. This will show you how to create sales credit splits at the header level of a
sales order.

(USA)
(N) Orders, Returns > Sales Orders (T) Order Information (B) Action > Sales Credits
Note: The Salesperson entered on the Order Header, in the Salesperson field is
automatically given 100% credit of this order towards his/her quota. This activity will
allow you to change the default information for the subsequent lines.
1. Note that 100 percent of the sales credit has been given to the salesperson from the order
header field. In this case Howard Sprague.
2. Reduce Howard’s Quota Sales Credit to 50%

− Tab to the Percent field
− Enter 50.000
Note: The Revenue Credit total at the bottom of the form equals 50%. This total must be
100% before you will be able to leave the form. This total must equal 100 percent as this
information will be passed to Receivables during AutoInvoicing for this sales order.
3. (I) New Record
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4. Credit Elizabeth Douglas with the remaining quota credit for the order.
− Salesperson: Douglas, Elizabeth
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− Credit Type: Quota Credit
− Percent: 50.000
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Note: The Revenue Credit total at the bottom of the form now equals 100%.
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5. (I) New Record
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6. Credit Jonathan Smith with 25% Non Revenue credit for this order.
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− Salesperson: Smith, Mr. Jonathan
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− Credit Type: Non-Quota Credit
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− Percent: 25.000
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Note: The Non-Revenue Credit total at the bottom of the form now equals 25%. As you are
not required to reach 100% allocation for Non-Revenue Credit you will be allowed to leave
the form.
7. (B) Ok and Save
Enter Orders
Chapter 3 - Page 19
Practice - Create a Sales Order
Overview
In this practice you will learn how to create a Sales Order Header.
• Enter an Order Header
• Split Order Level Sales Credits
Assumptions
• Your instructor will provide login information.
• Replace XX with the number provided by your instructor or your initials.
• Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Enter an Order Header
1. You have received an order from your customer, Business World (1608). They would like
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you to send products and invoices to their usual address in San Jose, CA. They have given
you a purchase order number of XX-98725.
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Split Order Level Sales Credits
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2. It has come to your attention that Mr. Timothy Cleary is the new salesperson for this account
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He was on holiday while the negotiations were under progress. Therefore he will only
receive 25% of the revenue credit for the sales order. Mr. Thomas Kramer finished the
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negotiations and should receive 75% of the credit. &
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Enter Orders
Chapter 3 - Page 20
Solution - Create a Sales Order Header
Create Sales Order Header
1. Navigate to the Sales Order window.
• (N) Orders, Returns > Sales Orders
2. Enter the following values to create the sales order header

− Customer: Business World (1608)
− Customer PO: XX-89725
3. Note the values that default into the header:

− Ship To Location: San Jose (OPS)
− Bill To Location: San Jose (OPS)
4. Change the Salesperson to Cleary, Mr. Timothy
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Split Order Level Sales Credits
Enter Orders
Chapter 3 - Page 21
5. Navigate to the Sales Credits window.
• (B) Action > Sales Credits
6. Create the appropriate split
• Change Timothy Cleary’s quota credit to 25%

− Salesperson: Cleary, Mr. Timothy (should default)
− Credit Type: Quota (should default)
− %: 25.00
• Credit Thomas Kramer with 75 % quota credit

− Salesperson: Kramer, Mr. Thomas
− Credit Type: Quota
− %: 75.00
7. (B) Ok
8. (I) Save and note your order number: ______________________________
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Chapter 3 - Page 22
Agenda
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Chapter 3 - Page 23
Line Transaction Type
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Line Transaction Type
Line is saved.
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The Line Transaction Type controls which Line Level Workflow will be executed when the
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The Line Type controls the level of scheduling allowed on the Line. Example: ATP, Demand,
or Reservations.
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The Line Type is restricted to those that have been linked to the Order Type used on the Order
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Header.
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The Line Type is defaulted from the Header’s Order Type. If the line quantity is positive the
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Line Type will default as an Order Line type. If the line quantity is negative the Line Type will
default as a Return Line Type.
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Note: The Order Type and the Line Type are both stored on the Order Management
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Transaction Type table.
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Enter Orders
Chapter 3 - Page 24
Line Statuses
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Line Statuses
Line Statuses on a order:
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• The Line Status is maintained by the Line's Workflow.
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• Entered is the defaulted value of a new Order Line.
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• Booked means your order has been completely entered. Booking your order allows the
Header and Lines to advance to their next Workflow Activity.
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• Awaiting Shipping means your order has gone through the workflow activities Schedule-
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Line and Create Supply - Line and is now ready to be released for shipping on it’s
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Schedule Ship Date.
• Picked means the inventory has been moved to a staging area.
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• Shipped means the Line’s delivery has been Ship Confirmed.
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• Invoiced means the Line has been passed to Receivables.
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• Closed means the Line has been completely fulfilled.
Enter Orders
Chapter 3 - Page 25
Entering Line Information
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Entering Line Information
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(N) Orders, Returns > Sales Orders (T) Line Information (T) Main
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The Line Number has a quintuplet format, 1.1.1.1.1 to identify the Line, Shipment, Option,
Component, and Service Lines.
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The Ordered Item can be an Internal Item Number, a Customer’s Item Number, or a Cross
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Reference Item Number. The Internal Item must be on a Price List. Price List verification is
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based on the item number and unit of measure.
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The Internal Item’s attribute, Customers Orders Enabled, must be selected.
The Item Quantity is the Open quantity opposed to the original ordered quantity. Quantities can
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be whole numbers or decimals. The term open quantity refers to the last amount that Order
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Management has been directed to transact. For example. On a sales order the original ordered
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quantity is 7, the customer calls and increases their order to 10. You will only see 10 on the
line, not the original value of 7. Also if the original ordered quantity was 7, but the customer
called an cancelled 2, you would only see 5 in the item quantity field. This field is not affected
by shipment activities, merely cancellations and increases in quantity.
Enter Orders
Chapter 3 - Page 26
You can order in any Unit of Measure that displays in the List of values, provided that item is
priced via the selected unit of measure. If you select a combination of item and unit of measure
that has not been defined for the price list, you will receive a pop-up window indicating this
issue.
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Chapter 3 - Page 27
Entering Line Pricing Information
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Entering Line Pricing Information
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(N) Orders, Returns > Sales Orders (T) Line Information (T) Pricing
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The combination of Internal Item Number and Unit of Measure must be on a Price List. The
Pricing Engine uses the Price List Price for the Unit Price.
The Calculate Price Flag is used by the Pricing engine.
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• Calculate Price is the default and means the Pricing Engine will apply qualified discounts
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to the Price list price in order to calculate the Selling Price. It also means any qualified
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Freight Charges and Special Handling charges will be applied to the Order Line.
• Freeze Price means the Pricing Engine will use the Price List Price as the Selling Price.
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No modifiers of any type (discounts, freight charges or special handling) will be applied
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to the Order line.
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• Partial Price means the Pricing Engine will use the Price List Price as the Selling Price
(no discounts) but it will apply any qualified Freight and Special Handling charges.
Pricing Agreements can be the source of the Line Price List or it could be the source of an
automatic pricing adjustment.
Enter Orders
Chapter 3 - Page 28
The Price Date allows you to re-price the Order Line based on different dates until the Line is
invoiced.
The Tax Amount is not included in the line’s extended price. The tax amount is considered an
estimated tax until interfaced to Receivables. Use the Action menu to View Tax Details or
Calculate Tax.
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Chapter 3 - Page 29
Line Pricing Fields
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Line Pricing Fields
(discounts and surcharges).

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The Unit Price is calculated by adjusting the price list price with any qualifying modifiers
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The Unit Selling Price and the Unit Price hold the same value. The Unit Price is displayed in
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the Line’s Main tab region, upon opening the order line. The Unit Selling Price is displayed in
the Pricing tab region.
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The Extended Price and the Line Total hold the same value which is the Unit Price times the
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line quantity. The Line Total is displayed upon opening the record and stays visible, regardless
of what tab you are on. The Extended Price is displayed in the Pricing tab.
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Use the Action menu to Reprice the line if the price on the Price List changed or if new
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Modifiers have been established that may apply to your order line.
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Enter Orders
Chapter 3 - Page 30
Line Date Fields
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Line Date Fields
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(N) Orders, Returns > Sales Orders (T) Line Information (T) Shipping
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There are multiple dates within the Sales Order form. The fields for Line Date are:
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• The Request Date is the date your customer wants the line to ship.
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• The Promise Date is the date you have promised your customer you will ship.
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• The Schedule Ship Date is the date demand is placed against inventory.
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• The Schedule Arrival Date is the date the material is scheduled to arrive at the customer’s
Ship to location.
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• The Schedule Ship dates and the Scheduled Arrival dates are populated by the Schedule -
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Line workflow activity.
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• The Schedule Ship dates and the Schedules arrival date are displayed two times. Once in
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the Main region and again in the Shipping region.
• Modify your Schedule Ship date to reschedule line, as needed.
Enter Orders
Chapter 3 - Page 31
Entering Line Shipping Information
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Entering Line Shipping Information
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The Warehouse represents the Inventory Organization that will be filling the Order Line.
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selection criteria.
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Ship Method is the suggested carrier. The Ship Method can be used as part of the Pick Release
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Shipment Priority codes are user defined and can be used as part of the Pick Release selection
criteria.
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or externally.
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The Line Source Type indicates from where the sales order line will be filled, either internally
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• Internal - the Order Line will be filled internally from the line warehouse.
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• External - the Order Line will be filled directly from your Suppliers site. For more
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information about External Sourcing please see the Advanced Topic on Order
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Management Drop Shipments.
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Enter Orders
Chapter 3 - Page 32
Guided Demonstration - Entering Line Information
In this demonstration you will continue to work with the sales order header you created earlier in
this lesson. This demonstration will show you how to enter line information into your sales
order.

(USA)
(N) Orders, Returns > Sales Orders (T) Line Items (T) Main
Note: The line number is automatically generated.
1. Enter the following values to create a new sales order line:

− Item: CM13139
− Qty: 15
− Request Date: Today + 7 days
Note: The unit of measure defaults from the primary unit of measure for the internal item
selected. Also see that the Line Type has defaulted as Standard based upon the Transaction
Type. If you receive the message Item and UOM not on Price List it means you have
selected an Item which is not on the price list that defaulted from the header.
2. (T) Pricing
Note: The Calculate Price Flag is set to Calculate Price and the Pricing Date defaults to the
current date.
3. (T) Shipping
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Note: The Warehouse defaults to M1 and the Source to Internal.
4. (I) Save
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5. Enter a second sales order line
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− Item: CM11062
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− Qty: 10
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− Request Date: Today + 7 days
6. (I) Save
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Enter Orders
Chapter 3 - Page 33
Practice - Create a Sales Order
Overview
In this practice you will learn how to create a Sales Order Line for a sales order previously
created..
• Enter an Order Line
Assumptions
• You have completed the practice: Create Sales Order Header from earlier in this lesson.
Tasks
Enter a Order Lines
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3. Business World has provided information regarding the items they wish to purchase from
their purchase order number XX-98725.
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4. The first item they would like is your CD – Writer with an internal part number of CM00037.
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They have requested 5 units to be shipped today. As you have them in stock you are able to
comply with their request. Since this is a last minute order, mark the shipment High Priority
to gain the attention of the shipping department.
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Enter Orders
Chapter 3 - Page 34
Solution - Create a Sales Order Line
Create Sales Order Line
9. Navigate to the Sales Order window and query your sales order header from the previous
exercise.
• (I) Find
• Customer Name: Business World (#1608)
• Customer PO: XX-98725
• (B) Find
10. (T) Line Information (T) Main
11. Enter the appropriate information for a sales order line:

− Item: CM00037
− Qty: 5
− Request Date: today’s date
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Chapter 3 - Page 35
12. (T) Shipment
− Shipment Priority: High Priority
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Enter Orders
Chapter 3 - Page 36
13. (I) Save
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Chapter 3 - Page 37
Entering Line Sets
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Entering Line Sets
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When entering Line Sets: Use the Right Mouse Click menu to create and maintain Line Sets.
Line Set names can be alpha/numeric. Set the Header Line Set to Arrival or Ship, to
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automatically put lines into sets. At Ship confirmation you are informed if you are breaking a
Set.
Ship Sets OA
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Group all the lines your customer requests to be shipped at the same time from the same
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warehouse on the same date.
Arrival Sets
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Group all the lines your customer wishes to arrive at their Ship-To location at the same time.
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These can come from different warehouses. Arrival Sets which are shipping from across your
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supply chain need Oracle’s Advanced Planning application to coordinate.
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Fulfillment Sets
Group all the lines the customer would like invoiced at the same time. The fulfillment set
enables non shippable lines to wait until their associated shippable lines have been ship
confirmed before passing them for Invoicing. An Order Line can belong to multiple
Fulfillment Sets. Fulfillment is controlled by the Line workflow. The final determination as to
Enter Orders
Chapter 3 - Page 38
whether the lines will appear on the same invoice is determined by the grouping rules
associated with the customer record.
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Chapter 3 - Page 39
Guided Demonstration - Entering Line Sets
In this demonstration you will create a line set for a new sales order.

(USA)
(N) Orders, Returns > Sales Orders
1. Create a new sales order for Business World.

− Customer PO: Demo-02
2. (T) Line Information
3. Add a sales order line

− Item: AS54888
− Qty: 15
4. (I) New Record

− Item: AS18947
− Qty: 10
6. Place these two lines into a Ship Set
• (M) Edit > Select All

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• Place your cursor on the quantity field
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• Right Mouse Click > Sets > New > Ship Set
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− Name: Ship Set 1
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• (B) Ok
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7. Place these two lines into a Fulfillment Set
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(M) Edit > Select All
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Place your cursor on the quantity field
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• Right Mouse Click > Sets > New > Arrival Set
− Name: Arrival Set 1
• (B) Ok
Enter Orders
Chapter 3 - Page 40
8. (T) Shipping
− View your results in the Ship Set and Fulfillment Set fields.
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Chapter 3 - Page 41
Entering Line Addresses
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Entering Line Addresses
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Each Sales Order line or line spit can have a different Bill-to or Ship-to Address.
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across your Customer base.
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Customer relationships can be established to allow the sharing of bill-to and ship-to addresses
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Chapter 3 - Page 42
Entering Return Information
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Entering Return Information
original Order and change the Order Type to a Return Type.

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If your customer requests to return their whole Sales Order use the Action menu to Copy the
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Manually enter a Return and optionally reference the original Sales Order, an Invoice Number,
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their PO number or the Item’s Serial Number. Referencing the Return line allows the
defaulting process to default many of the line fields, such as item number, item quantity,
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selling price and Invoice Number. &
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The Credit Amount for Return Lines that do not have a reference will be applied On Account.
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Seeded Return Workflows are provided to meet common return business processes.
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Returns can be initiate in the Customer Support or Service modules.
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Item attributes that are checked are Returnable and Inspection Required.
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You can allows both Inbound and Outbound lines on the same Order to accommodate
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Advanced Replacement requirements.
Use the Action - Additional Information menu to see Return data.
Enter Orders
Chapter 3 - Page 43
Ordering Service Programs
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Ordering Service Programs
Program to replace or augment the product’s warranty.

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If the Line Item has been set up as a Serviceable Product your customer can purchase a Service
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Your Service Programs can cover a line Item or a Customer Product in your Installed base.
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(Component of our CRM Suite -The Installed base is a repository of shipped products).
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Chapter 3 - Page 44
Guided Demonstration - Ordering Service Programs
In this demonstration you will create a sales order that includes the sales of a service item, tied to
a finished good.

(USA)
1. Create a new sales order for Business World


− Item: AS54888
− Qty: 10
4. Accept all other defaults and (I) Save
5. Add a second line

− Item: WR18533
− Qty: 10
3. (T) Services
− Service Reference Type: ORDER
− Service Order Type: Mixed
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Note: this needs to be the same value as the order header – it drives the list of values for
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the service order number
− Service Ref Order Number: enter this order number
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− Service Ref Line Number: choose the line with AS54888 on it. (should be 1)
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3. (I) Save
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Note: The system has automatically updated the Order Line to show that it is a Service
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Program for your other line item.
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Enter Orders
Chapter 3 - Page 45
Entering Project Information
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Enter Orders
Chapter 3 - Page 46
Splitting Order Lines
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Splitting Order Lines
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Use the Action button to Split the Order Line. Each Split of a line can progress independently.
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own field values.
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Except for a few fields such as the item number and Line Type each split of a line can have it’s
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Enter Orders
Chapter 3 - Page 47
Guided Demonstration - Splitting Order Lines
In this demonstration you will split the quantity of a sales order line on a new sales order.

(USA)
1. Create a new sales order for Business World.


− Item: CM13139
− Qty: 30
4. (B) Actions > Split Line
5. Create the Split for the line

− Qty: 15
− (I) New Record
− Qty: 10
− Date: Today + 7 days
− (I) New Record
− Qty: 5
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− Date: Today + 14 days
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6. (B) Split
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Note: The Line number now reflects that there are 3 shipments.
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Chapter 3 - Page 48
Practice - Split Line and Create Ship Set
Overview
In this practice you will learn how to split a sales order line into scheduled shipments and place
lines into a ship set.
• Split an Order line into Shipment Schedules
• Create a Ship Set
Assumptions
Tasks
Split an Order line into Shipment Schedules
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1. Business World (1608) has contacted you to place another order. This order is for purchase
order XX-99258.
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2. They wish to order 100 units of your part CM11166, which are replacement laptop batteries.
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However, they do not have room for all of the batteries on the same date. Therefore they
have asked you to ship them in two lots of 50 units each, one week apart.
Create a Ship Set OA

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3. Business World has also indicated that they are in need of 5 more Laptops, part number
AS92689. They would like them shipped at the same time as the second shipment of
batteries.
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Chapter 3 - Page 49
Solution - Split Line and Create Ship Set
Split an Order line into Shipment Schedules
1. Navigate to the Sales Orders window
2. Create a new sales order for Business World

4. Enter a new sales order line

− Item: CM11199
− Qty: 100
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6. Create a shipment schedule
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− Qty: 50
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− Date: Today’s date
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− (I) New Record
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− Qty: 50
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− Date: Today’s date + 7
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7. (B) Split
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Create Ship Set
8. (B) Split
Enter Orders
Chapter 3 - Page 50
9. (I) New Record
10. Add another line to sales order

− Item: AS92689
− Qty: 5
− Requested Date: Today’s Date + 7
11. Create ship set including line 1.2 and 2.1
• Using Shift + Left Mouse click, highlight lines 1.2 and 2.1
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Right Mouse click > Sets > New > Ship Set
• Enter Set Name: XX-SS1

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• (B) Ok
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12. (T) Shipping
13. View results of ship set creation.
Enter Orders
Chapter 3 - Page 51
14. (I) Save
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Chapter 3 - Page 52
Applying Attachments
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Applying Attachments
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Standard notes can be setup with automatic addition rules to apply notes to your Order Header
or Order Line. You can also manually apply a note to the Order Header or Order Line.
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Use the Action - Apply Automatic Attachments menu or set your Profile Option OM: Apply
Automatic Attachments to have notes applied automatically.
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• Attachments appear as a piece of paper (note) in the paper clip icon.
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Order Line.
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• Use the Attachment (paper clip) icon to View or Add a Note to your Order Header or
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• Attachments can be short text, long text, as well as images or web pages.
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• Attachment Categories define where the attached note will print.
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Chapter 3 - Page 53
Agenda
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Chapter 3 - Page 54
Scheduling - Available to Promise
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Scheduling - Available to Promise
demand.
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Click on the Availability button to see if you have enough inventory to meet the sales order
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The ATP Rule, item attribute, that is associated with the line item, is used to calculate
inventory that will be available by the Schedule Ship Date.
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If there isn’t an ATP Rule associated with the item, the system will use the Shipping
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Warehouse’s default ATP Rule from it’s Parameters record.
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If there isn’t enough inventory to cover the demand the ATP rule uses the item’s lead time to
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calculate the ATP Date (the date when you could fill the order). The lead time that will be used
is based on the ATP Rule’s Infinite Supply time fence.
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ATP returns a Group Date, representing the component with the longest lead time, for an
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Assemble to Order, Pick to Order Model or PTO Kit if the Item’s attribute Ship Model
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Complete is set to yes. It also returns a Group ATP date for Ship Sets and Arrival Sets.
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Enter Orders
Chapter 3 - Page 55
Guided Demonstration - Scheduling Available to Promise
In this demonstration you will learn how to check availability for an item on a sales order.

(USA)
1. Query your order from an earlier demonstration
• (I) Find
• Customer: Business World
• Customer PO: Demo-04
3. Place your cursor on one of the lines
4. (B) Availability
Note: This is only an inquiry. It has no affect on Inventory.
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Chapter 3 - Page 56
Scheduling - Schedule
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Scheduling - Schedule
inventory.
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An Ordered Item’s attribute OE Transactable must be set to yes to enable demanding
What does scheduling do?

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• Sets the Order Line’s Ship and Arrival schedule dates.
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• Passes the demand to Inventory.The Sales order demand consumes the item’s forecast.
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• It can place a Reservation if the Order’s Scheduled Ship Date is within the value entered
for the OM: Reservation Time Fence profile option.
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• It calculates the delivery lead time and ship method (if you have set up Inter-Location
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Transit Times).
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You can prevent over demanding by setting the item’s attribute Check ATP. When this item
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attribute’s value is Material or Material & Resources, Scheduling will not place demand unless
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there is enough available inventory.
Enter Orders
Chapter 3 - Page 57
Guided Demonstration - Scheduling an Order Line
In this demonstration you will schedule an order line.

(USA)
1. Create a new order for Business World

− Customer Name: Business World (1608)
3. Create a new sales order line

− Item: CM13139
− Qty: 45
4. (M) Tools > Scheduling
5. Select Schedule (B) Ok
6. (T) Shipping
Note: The Schedule Date and Arrival Dates have been populated.
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Note: To prevent reserving inventory while scheduling you must do one of the following:
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− a) Set the System Profile Option OM: Reservation Time Fence to NULL (blank).
− b) Or enter a line Schedule Ship Date outside the Reservation Time Fence.
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Chapter 3 - Page 58
Scheduling - Reserve
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Scheduling - Reserve
The Ordered Item’s attribute Reservable must be set to yes.
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for shipping.
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Reserving inventory assures that the quantity will be available when the Order Line is Released
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The Item’s Reservation is removed when inventory is decremented for the shipped quantities
or if the order line is canceled.
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Chapter 3 - Page 59
Guided Demonstration - Reserving an Order Line
In this demonstration you will reserve an order line.

(USA)
1. Create a new order for Business World


− Item: CM13139
− Qty: 20
4. (M) Tools > Scheduling
5. Select Reserve (B) Ok
6. (T) Shipping
Note: The Schedule Date, Arrival Dates and Qty Reserved have been populated.
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Chapter 3 - Page 60
Practice - Schedule Order
Overview
In this practice you will learn how to Schedule an Order both manually and automatically.
• Create Sales Order
• Check Availability
• Schedule (Demand)
• Place Reservation
• Turn on Auto Schedule
Assumptions
• The following Profile Options have been set:

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OM: Auto Schedule = NO
• OM: Reservation Time fence = 30

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Tasks OA
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Create a Sales Order
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5. Business World has provided information regarding the items they wish to purchase from
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their purchase order number XX-002. They wish to order 5 units of AS54888 45 days from
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today’s date.
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Check Availability
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6. Check to see if the part Business World is requesting is available.
Enter Orders
Chapter 3 - Page 61
Schedule Order
7. If there is quantity available. Schedule the line.
Place a reservation for your order line
8. Corporate policy states that if there is sufficient quantity, reserve inventory for our priority
customers like Business World.
AutoSchedule effect
9. As a part of your company’s ongoing testing, use the AutoSchedule functionality when
entering another line on this same order for Business World. They have requested an
additional quantity of 2 units of part number AS18947.
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Chapter 3 - Page 62
Solution - Schedule Order
Create a Sales Order
1. Navigate to the Sales Order Window
• (N) Order, Returns > Sales Orders (T) Order Information (T) Main
2. Create Sales Order Header

3. (I) Save
5. Create an order line

− Item: AS54888
− Qty: 5
− Request Date: Today’s date + 45 days
Check Availability
6. (B) Availability
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Schedule Order Line
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7. (M) Tools > Scheduling > Schedule
Enter Orders
Chapter 3 - Page 63
8. (T) Shipping
Notice that the schedule ship date has been set to the request date.
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Reserve Sales Order Line
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9. (M) Tools > Scheduling > Reserve
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Chapter 3 - Page 64
10. (T) Shipping
Notice that the Qty Reserved field has been populated.
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AutoSchedule effect
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11. (M) Tools > Auto Schedule (make sure this is checked)
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12. (I) New Record
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− Item: AS18947
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− Qty: 2
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Note: Tab out of the quantity field to see the Availability displayed automatically.
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14. (I) Save
15. (T) Shipping
Notice that the Qty Reserved field has been populated.

Enter Orders
Chapter 3 - Page 65
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Enter Orders
Chapter 3 - Page 66
Scheduling Options
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Scheduling Options
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Order Management uses the Profile option OM: Auto Schedule. When it is set to yes all
scheduling activities are executed on-line from the Order Line including the automatic pop of
the Availability window.
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Use the Availability button to manually Check ATP.
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Use the Tools - Schedule menu to manually Schedule or Reserve your order line.
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Scheduling occurs in the Workflow Process Schedule - Line for standard items and Create
Supply-Line Process for a Configured Item.
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The Order Type and the Line Type need to have the field Scheduling Level set to allow
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scheduling actions.
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Optionally have Scheduling running in the background as a Concurrent Request.
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The OM: Schedule Orders on Hold Profile Option is used by the Scheduling function.
Enter Orders
Chapter 3 - Page 67
Agenda
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Enter Orders
Chapter 3 - Page 68
Booking Orders
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Booking Orders
order do not required it to be re-booked.

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Booking affects both the Header and Lines. Orders are only booked once. Changes to a booked
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Once booked, Processing Constraints control updates to all Order Entities: Header, Lines, Sales
Credits, Price Adjustments.
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Processing Constraints also control which Responsibilities will be allowed to make changes to
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a Sales Order/Line.
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Quantity decreases are the only changes which are tracked.
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Enter Orders
Chapter 3 - Page 69
Guided Demonstration - Booking Orders
In this demonstration you will see the several ways to book an order in the E-Business Suite.

(USA)
1. Find an unbooked Sales Order

− (I) Find
− Customer Name: Business World
− (B) Find
2. (B) Book Order
3. Find an unbooked Sales Order

− (I) Find
− Customer Name: Business World
− (B) Find
5. (B) Book Order

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Enter Orders
Chapter 3 - Page 70
Practice - Book Order
Overview
In this practice you will learn how to Book an Order then view the Order’s workflows.
• Book Sales Order
• View the Order Workflow
• View the Line Workflow
Assumptions
• You have completed the practice: Create Sales Order Line and practice: Split Line and
Create Ship Set earlier in this lesson.
Tasks
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Book Sales Order
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1. You are required to book your sales orders before they can be processed. Your supervisor
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has indicated that the sales orders associated with Business World (1608) purchase order X
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XX-98725 has not yet been booked.
View Order Workflow

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2. As a part of your on going training – your supervisor has requested that you check on the
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order you have just booked, to determine where in the order process they have advanced to.
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View Line Workflow
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3. As a part of your on going training – your supervisor has requested that you check on the
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lines for the order you have just booked, to determine where in the order process they have
advanced to.
Enter Orders
Chapter 3 - Page 71
Solution - Book Order
Book Sales Order
1. Navigate to the Order Organizer form
• (N) Orders, Returns > Order Organizer
2. Find your sales order number

3. (B) Book Order
View Order Workflow
4. (M) Tools > Workflow Status
5. Click on the OM Order Header link.
6. (B) View Diagram

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7. Double click on the Close – Order.
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8. Notice that the order is waiting for the lines to close.
Enter Orders
Chapter 3 - Page 72
9. (B) Zoom Out.
10. Close the Workflow diagram window.
View Line Workflow
11. (M) Tools > Workflow Status
12. Click on the OM Order Line link
13. (B) View Diagram
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14. Double click on the Enter – Line activity.
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15. (B) Zoom out.
16. Double click on Schedule – Line
Enter Orders
Chapter 3 - Page 73
17. (B) Zoom out
18. Double click on Create Supply - Line
19. (B) Zoom out
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20. Double Click on Ship Line – Manual.
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21. Close the Workflow Diagram window.
Enter Orders
Chapter 3 - Page 74
Agenda
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Enter Orders
Chapter 3 - Page 75
Copying Orders
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Copying Orders
Reasons to copy orders:
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window to quickly create a new order.
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• A customer calls and orders the same items as on a previous Sales Order, use the Copy
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• Your Order Clerk enters incorrect data, such as the Order Type, use the Copy window to
create a new sales order, then modify as needed.
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• Your customer calls and tells you they are returning a whole Order find that order
number and use the Copy window to quickly create a Return Order.
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Copy functionality:
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• Use the Action menu to access the Copy window
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• The copy function must pass all processing constraints.
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• Copy options:
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- Change the Order or Line Type for the Copy
- Copy at the original selling price or re-price as of a given date
- Copy selected lines to an existing order
Enter Orders
Chapter 3 - Page 76
Guided Demonstration - Copying Orders
In this demonstration you will see how to copy orders.

(USA)
1. Find an existing sales order

− (I) Find
− (B) Find
2. (T) Order Information (T) Main
3. Copy this order
4. (B) Actions > Copy
5. (T) Quick Copy

− Accept default option to Create New Order.
6. (T) Copy Header

− Accept all defaults
7. (T) Copy Line

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− Line Type: leave blank
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8. (T) Pricing Option
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− Accept default options
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9. (B) OK
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Number.
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Note: A Note window pops telling you the copy succeeded along with the new Order
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Enter Orders
Chapter 3 - Page 77
Practice - Copy a Sales Order
Overview
In this practice you will learn how to create a new order from an existing order.
• Copy Order
• Change the Ship to Address
• Add a new line item
• Book Sales Order
Assumptions
• Your instructor will provide login information
• Replace XX with the number provided by your instructor or your initials
• Use Order Management Super User, Vision Operations (USA) or comparable Super User
Order Management responsibility.
• You have completed the practice: Create Sales Order Line and practice: Split Line and
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Create Ship Sets earlier in this lesson.
Tasks
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Copy Order
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1. Your customer Business World (1608) has contacted you and wishes to order the same
products as on their purchase order XX-98725.
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Change Ship To Address
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2. Business World wishes to change the shipping location for this sales order to their New York
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facility.
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Add new line
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3. Additionally they would like to order 1 Envoy Deluxe Laptop, part number AS 72111.
Book Sales Order
4. Remember to book this order.

Enter Orders
Chapter 3 - Page 78
Solution - Copy a Sales Order:
Copy Order
1. Navigate to the Order Organizer
• (N) Orders, Returns > Order Organizer
2. Find desired sales order

− (I) Find
− (B) Find
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3. (B) Action > Copy
Enter Orders
Chapter 3 - Page 79
4. (B) Ok
5. Accept all the defaults
6. (B) Ok
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7. Note new order number: _________________________________
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Change Ship To Address
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8. Find the Sales Order you just copied
Or
− (I) Find
− Order Number: from above
− (B) Find
9. (B) Open
Enter Orders
Chapter 3 - Page 80
10. Select the Ship To Location field and open the list of values. Search for the New York
(OPS) address.
11. (B) Ok
12. (I) Save
Add new line

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14. Create a new line for this sales order
− Item: AS72111
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− Qty: 1
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Enter Orders
Chapter 3 - Page 81
Book Sales Order
15. (B) Book Order
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Enter Orders
Chapter 3 - Page 82
Agenda
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Enter Orders
Chapter 3 - Page 83
Drop Ship Overview
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Drop Ship Overview
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Drop Ship Order Lines ship directly from your supplier to your customer.
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Order Management creates the Purchase Requisition and passes it to Purchasing. The Purchase
Order is created from the requisition. The Approved Purchase Order is released to your
Supplier.
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Purchasing receives an ASN (Advance Shipping Notice) when the supplier fills the order.
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Purchasing performs a Receiving transaction which will post to the general ledger, creating an
accounts payable transaction.
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An automatic interface creates a Shipping transaction which updates the Order line with
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shipped data. This allows the Order to proceed to the workflow activity Invoicing. The Invoice
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Revenue account will be posted to the general ledger creating an accounts receivable
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transaction.
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After you create the Purchase Requisition any changes made to the Drop Ship Sales Order will
appear on the Order Discrepancy Report.
It is the responsibility of the Purchasing department to notify the Supplier if an Order changes.
Enter Orders
Chapter 3 - Page 84
Internal Requisition Overview
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Internal Requisition Overview
another. When using Internal requisitions:

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The purpose of an Internal requisition is to transfer inventory from one Organization to
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• The Item must be Purchasable and must be enabled both in the Requesting Organization
and the Shipping Organization.
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• An Internal requisition may be used as an exception to a shortage, or it may be the normal
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replenishment process. The Requesting Organization’s Shipping Network determines
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whether an Internal Requisition is required or not. The method of transfer and method of
receipt will also be defined in the Shipping Network. The Shipping Network can also be
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used to add on an additional charge (percent or amount) to markup for shipping and
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handling.
• An Internal Requisition could be created automatically by Inventory’s Min/Max Planning
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or Re-Order Point Planning programs if the shortage Item’s Sourcing Type is set to
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Inventory.
• The Requesting Organization must be set up as a Customer and the Ship-to address must
be associated with a Purchasing Location. The Requesting Organization will do an
Enter Orders
Chapter 3 - Page 85
Purchase Receipt to record the receipt of material. This ends the process since all
accounting is done at cost.
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Chapter 3 - Page 86
Agenda
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Enter Orders
Chapter 3 - Page 87
Import Orders Processing
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Import Order Processing
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There are two ways other applications can pass Sales Orders to Order Management:
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• Use the Order Capture API.
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• By passing records through the Orders Interface table.
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Running the Import Orders program passes records from the Interface table to the Orders table.
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Defaulting Rules and Processing Constraints are used to assure that only valid orders are
transferred.
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When populating the Orders Interface, Order Management requires a Source be provided for
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each record. Example: Internal, EDI, External System.
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Only sources created in the Order Import Source table will be recognized by the import
program.
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Orders can be pulled out of the Interface table by Source, enabling you to expedite rush orders.
Enter Orders
Chapter 3 - Page 88
Guided Demonstration - Running Order Import
In this demonstration you will see how to run the Order Import Process.

(USA)
(N) Orders, Returns > Import Orders > Order Import Request.
The Parameter window will pop open
1. Select an Order Source or leave it blank to import all records in the table.
2. Accept all defaults.
3. (B) OK
4. (B) Submit
5. View your submitted request

− (M) View > Requests
− (B) Find
− When the concurrent process Import Orders has completed view the Output file to
see the results
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Enter Orders
Chapter 3 - Page 89
Summary
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Enter Orders
Chapter 3 - Page 90
Managing Orders
Chapter 4
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Managing Orders
Chapter 4 - Page 1
Managing Orders
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Managing Orders
Chapter 4 - Page 2
Objectives
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Managing Orders
Chapter 4 - Page 3
Agenda
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Managing Orders
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Order Organizer Overview
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Order Organizer Overview
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(N) > Orders, Returns > Order Organizer
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The Order Organizer is a series of folder files that can acts as an Orders Workbench.
across many orders or order lines.

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Use the Order Organizer to Find existing orders, Add new orders, or perform mass updates
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The Order Organizer matches the criteria entered on the Find Orders form against Orders and
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Order Lines. The selection criteria can be stored as a saved query then reused when needed
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from the Navigator Tree.
The Summary Form is used to display the retrieved Orders and Lines. This makes it possible to
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manage several orders at the same time, i.e. perform mass updates.
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The Order Organizer is Right Mouse enabled making many of the Folder features easy to
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implement and manage.
Managing Orders
Chapter 4 - Page 5
Find Orders
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Find Orders
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(N) > Orders, Returns > Order Organizer > (B) Find
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The Find Orders form uses AND logic to build the selection criteria. This enables you to create
tabs.
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complex queries that meet your business needs by combining fields from any of the Find Order
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Further enhance your search by using date ranges. Date Ranges included:Order Date, Request
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Date, Promise Date, Schedule Ship Date, Schedule Arrival Date.
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Order Information tab
• Use the Order Category and Order Type to find groups of orders.
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• Many times you need to find an order by a specific pieces of information such as a
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Customer’s PO, Invoice Number, or Purchase Requisition Number.
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• Order Clerks can quickly find all their orders by searching by the Created By field.
• Use the Order Source to find orders generated from another source such as Quotes,
iStore, Service or EDI transactions.
Managing Orders
Chapter 4 - Page 6
Order Line tab
• Find Orders by the Item/Warehouse combination to retrieve all the order lines that may
be affected by a shortage or a quality hold.
• Find orders by Freight Carrier to prepare for a possible carrier strike.
• Use the Waybill number to find the sales order numbers that shipped together.
Hold Information tab
• Enables you to specify holds related criteria and find orders that are on hold.
• Find Hold Sources you may wish to release.
Advanced tab
• Enables you to specify whether the query should include Closed or Cancelled Orders and
Order Lines.
Refer to Guided Demonstration - Find Orders and Order Lines [LAB0272Y]
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Managing Orders
Chapter 4 - Page 7
Summary Form
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Summary Form
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(N) > Orders, Returns > Order Organizer > (B) Find > (T) Summary
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Orders and Order Lines that meet your Find criteria are returned to the Summary Form.
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From the Summary form you can perform many of the same actions that are allowed in the
Enter Orders form. But since you are on a summary form you have the ability to do Mass
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actions on groups of orders and lines.
You can:
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• Apply and Release Holds
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• Cancel Orders and Lines
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• Copy orders and Lines.
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Notification Action - you can send workflow notifications to your customer, support analyst,
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or engineers to keep them informed about special order needs. The Action notification does not
put a hold on the order or order line and does not require a response. If you are the User
responsible for responding to a Workflow Notification you can use the Action - Progress Order
to allow the Sales Order to proceed to it’s next work flow activity.
Managing Orders
Chapter 4 - Page 8
Additional information action - gives you extensive information about your Orders and
Order Lines. This allowing you to respond to Customer or Internal inquiries, or track down
possible problems that might be affecting your order.
Holds tab - provides you the visibility to the Hold Name, the criteria which put the entity on
hold and when the hold was applied. Once the hold has been released the Holds tab displays
when the hold was released and who released it.
Return Activity tab - is populated if you use the Reference option when creating a Return
Order. Return Activity displays the Return order number, quantity returned, credited price and
the Invoice Number which was credited.
Deliveries tab - is populated by the Pick Release and Ship Confirm processes. This tab allows
you to find vital shipping information for tracking down lost shipments.
Internal Requisition tab - gives you visibility to the Purchase Requisition which initiated the
Internal Sales Order.
Drop Ship tab – used to track your supplier shipments. Initially it will display the purchase
requisition number and status. Once the purchase order has been created the drop ship tab’s
requisition number is replaced with the purchase order number and status. The supplier and
buyer are also displayed.
Quantity History tab- used to track quantity decreases. Only booked orders are tracked.
Available information is quantity prior to decrease, date of quantity change and the reason for
the quantity change.
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Managing Orders
Chapter 4 - Page 9
Guided Demonstration – Summary Form
(USA)
1. Select Customer
Note: If using the Vision demo database you can use Business World.
2. Click on the Line Information tab.
3. Select an Item Number.
Note: If using the Vision demo database you can use AS18947.
4. Click on the Find button
Note: You are now on the Summary form.
5. Click on the Action button.
6. Double click on View Additional Information.
7. Click on each tab to view the additional information.
8. Close the Additional Information form.
9. Click on the Action button.

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Note: These are the actions that can be performed against the highlighted order.
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Managing Orders
Chapter 4 - Page 10
Navigator Tree Functionality
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Navigator Tree Functionality
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(N) > Orders, Returns > Order Organizer (T) Orders
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To access the Navigator Tree click on the Orders tab from the Find Orders form.
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Today's Orders is a seeded folder that displays all orders entered today by the current user.
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Search Results is a seeded folder that displays all orders or lines matching your query criteria.
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The orders and order lines that are displayed in the Summary form are retrieved based on the
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search criteria entered on the Find orders form. This criteria can be saved as a User-Defined
Query.
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To create a User-Defined Query Right Mouse Click in the Navigator Tree region after records
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are displayed in the Summary form. The Save Query form will pop, choose Save Query. The
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other choices are Delete and Rename.
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User-Defined Queries saved as Public can be used by many users and are stored in seeded
Public Folders files.
User-Defined Queries that are not saved as public are stored in seeded Personal Folder files.
Managing Orders
Chapter 4 - Page 11
Guided Demonstration – Navigator Tree
(USA)
Note: First you will perform a Find inorder to create a query statement.
1. Select Customer.
Note: If using the Vision demo database you can use Business World.
3. Select an Item Number.
Note: If using the Vision demo database you can use AS18947.
4. Click on the Find button.
5. Right Mouse Click in the Navigator Tree region (Left hand side of window.
6. The Save Query form will pop, choose Save Query.
7. Enter a unique Query name.
• Do not select Public (make this a personal query).
8. Click OK.
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9. Click on the Personal Folder icon to see your saved query.
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10. Click on the Today’s Orders icon.
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11. Click on the Search Results icon.
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12. Click on the Public Folders icon.
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Managing Orders
Chapter 4 - Page 12
Folder Files
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Folders Files
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(N) > Orders, Returns > (T) Order Organizer
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All of the forms which are part of the Order Organizer are Folder Files.
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Use the Profile Option: Folders: Allow Customization to control who can manage folders.
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To create a folder file have your cursor on any of the Order Organizer forms that have a folder
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icon displayed. Use the Folder menu or the Folder Tools icon to save your folder.
When creating folders:
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• Folder files are associated with the user name that created it and only made public if
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saved as Public.
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• Folders that were saved as a Default Folder will only default for the user who created it.
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• Use the Folder Tools icon, Folder Menu or Right Mouse click to Customize Folders by
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rearranging fields, expanding/contract fields, hiding/showing fields and renaming fields.
• To Open Existing Folders click on the Folder icon
• To Delete a folder file click on the Folder icon and select the folder you want to delete
then use the Folder Menu or the Folder Tools to delete it.
Managing Orders
Chapter 4 - Page 13
Guided Demonstration - Folder File
(USA)
(N) > Orders, Returns > Order Organizer (T) Summary
1. Close the Find window
Note: There are three methods to manage folders

− Folder Menu
− Folder Tools icon
− Mouse enabled
2. Using the Folder Menu Create a new folder file for the Summary form
3. Click on (M) Folders > New
4. Name your new folder
5. Save as Default
6. Using your mouse “drag” fields into different positions
7. Using the Folder Tool icon “Shrink” and “Expand” fields
8. Using the Folder Menu change field prompts
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9. Save your changes: Click on (M) Folder > Save

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10. Close Forms to return to navigator window
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(N) > Orders, Returns > Order Organizer (B) Find
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11. Enter criteria to find a group of Sales Order
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(for example: by customer, or order date range)
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12. Retrieved records are displayed in your new summary folder
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Note: It is VERY important to understand that folder files are associated with a User Name.
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Since many users are logged in as Operations/Welcome the last user to exit the Order
Organizer Summary tab will set the default value.
Managing Orders
Chapter 4 - Page 14
Practice - Order Organizer
Overview
In this practice you will learn how to customize and use the Order Organizer.
• Create a new Folder File
• Customize the look and feel
• Save a Query
• Use the Navigator Tree
Assumptions
• “XX” is your initials.
• iSupport 11.5.3 has been installed along with other dependencies and patches.
• The URL s for accessing the HTML login page and apps login page.
• Seeded Vision Data
Tasks
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1. Login to the database.
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2.
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Choose the responsibility Order Management Super User, Vision Operations (USA).
3. Create a Default Summary form.

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•
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4.
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Shrink the status field.
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Change the Customer PO prompt.
6.
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Move the Customer PO Field to the left of the Status field.
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7.
8.
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Save your modified folder.
Use the Order Organizer to Find all the Orders for Business World entered last week and
this week.
Managing Orders
Chapter 4 - Page 15
• N > Orders, Returns > Order Organizer
9. Save the Query that retreived Business World’s Records.
10. Look at Todays Orders. (Note: You only see the current user’s orders).
11. Look at the Orders that were retrieved from the last execution of the Find form.
12. Look in the Person Folder to see if anyone logged on as “Operations” has saved a personal
query.
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Managing Orders
Chapter 4 - Page 16
Solution - Order Organizer
Login
• User Name: operations
• Password: welcome
Choose Responsibility
2. Order Management Super User, Vision Operations (USA) Responsibility is selected.
3. Close the Find window:
4. Click on (M) Folder > New.
5. Name your Summary form: XX-Summary.
6. Check “Open as Default” and “Public”
7. Click (B) OK.
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Managing Orders
Chapter 4 - Page 17
Shrink the Status Field
8. Put the cursor on the Status field.
9. Click on (I) Folder Tools
10. Put your cursor on each picture o see the “label”.
11. Shrink status one or two times.
12. Close the Folder Tools window.
Change the Customer PO Prompt
13. Scroll to the right to find Customer PO.
14. Click on (M) Folder > Change Prompt.
15. Change the prompt to “PO.”
16. Click on (B) OK.

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Move the Customer PO Field
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17. Use your mouse to “Drag” the customer po field to the left.
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Save Folder
18. Click on (M) Folder > Save.
19. Close forms
Find all the Orders for Business World
20. (N) > Orders, Returns > Order Organizer
21. Customer: Business World (1608).
22. Order Date: Last Monday to This Friday.
23. Click on (B) Find.
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Save the Query
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25. Right Mouse click to pop save menu
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Chapter 4 - Page 19
26. Name: XX-Bus.World Current Orders
27. Public: Checked .
28. Click on (B) OK
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29. Click on the Public folder icon to see your new saved query.
Or
Managing Orders
Chapter 4 - Page 20
Look at Todays Orders
30. Double click on “Today’s Orders”
Look at the Orders
31. Double click on “Search Results”
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Look in the Person Folder
32. Double click on “Personal Folders”

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33. Click on (I) Close Form.
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Agenda
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Processing Constraints
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Processing Constraints
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(N) > Setup > Rules > Security > Processing Constraints
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creation, all the way to its closing.

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• Processing constraints are rules and regulations that control a Sales Order, from its
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• Oracle Order Management has seeded Processing Constraints to protect the integrity of
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your data. For example you can’t change an order if it is closed. The seeded constraints
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cannot be changed.
• You can create additional Processing Constraints to enforce your Business Policies.
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• The Processing Constraint Messages should be designed to clearly state the violation.
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This will assist in resolving the issue. Order Management displays validations in the
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Error Message window.
• Operations that can fail validation are Create, Delete, Cancel, Update and Split line.
• Processing constraints use Record Sets and Validation Templates to build Conditions that
cannot be violated.
Managing Orders
Chapter 4 - Page 23
• Records Sets identify which records to look at. A Record set is a set of records that are
bound by common attributes such as Ship Set. Record Sets are the records that will be
validated for a given condition defined by it’s Validation Template. Record sets use a
match on column. Example: An ATO Configuration matches on the Header ID and ATO
Line columns. Ship Sets match on Header ID and the Ship Set Number.
• Validation Templates identify what conditions you are looking for. Example: Is the order
booked? Validations can be based on the value of a column, the Status or Result of a
Workflow Activity, or a PL/SQL package to return a value to be used.
• You must run Create Validation Packages to make new and modified Record Sets and
Validation Templates visible in the Processing Constraints form.
• Use the Applicable to tab on the Processing Constraints to control who can make
changes.
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Chapter 4 - Page 24
Update Orders and Order Lines
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Update Orders and Order Lines
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(N) > Orders, Returns > Sales Order
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• Use the Sales Order form to make necessary changes to an Order or Order Line.
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• You can change individual fields or perform an Action such as delete, cancel or hold.
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• All actions and updates performed against an Order must pass your processing
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constraints. If the validation fails a message will inform you why you are not allowed to
complete that operation.
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• Making changes to an Order Header will have no affect on the Order Lines. This is
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because the Defaulting Rules are only executed once, when the line is first created. So if
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you change something on the Order Header that has already been defaulted to the lines
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you will need to access the line items and make your change there as well. The Mass
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change menu will expedite this process for you.
• When changing Order lines any Order Sets that exist will be respected. For example if
you change the promise date on one line of a Ship Set the system will dynamically
change the other lines within that set to the same value.
Managing Orders
Chapter 4 - Page 25
• Sets that are protected are Ship Sets, Arrival Sets, Fulfillment Sets, and ATO
configurations.
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Chapter 4 - Page 26
Guided Demonstration – Update Order
(USA)
1. Select a Customer.
Note: You can use Business World.
3. Select an Internal Item.
Note: You can use AS18947.
5. Click on the Open order button of a “Booked” order.
6. Change 1 or more Order Header fields.
7. Click on (T) Line Items.
8. Change 1 or more Order Line fields.
Note: Processing Constraints may prevent update to the Order you selected.
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Managing Orders
Chapter 4 - Page 27
Practice - Update Order
Overview
In this practice you will learn how to make changes to a Sales Orders.
• Find existing Orders
• Change Order Header data
• Change Line data
Assumptions
Tasks
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2. Choose the responsibility Order Management Super User, Vision Operations (USA).
3.
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Find all the Booked orders for Business World entered in the last two weeks.
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4. Find All.

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5. Change or add a Sales Channel.
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Change a line’s ship to address.
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(T) Line Items, (T) Addresses
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Managing Orders
Chapter 4 - Page 28
Solution - Update Order
Login
Find All
3. N > Orders, Returns > Order Organizer.
4. Enter Customer Business World (1608)
5. Enter Status: Booked
6. Enter Order Date from: Last week to End of this week
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Use the Customer’s PO number (XX) to select a unique order number.
9. Click on (B) Open Order.
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Chapter 4 - Page 29
Change or add a Sales Channel
10. (T) Other
11. Click on Sales Channel LOV.
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Change a line’s ship to address
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14. (T) Line Items, (T) Addresses
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15. Scroll to the Ship to (location).
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16. Use the LOV to select a new ship to location.
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17. Save .
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Chapter 4 - Page 30
18. Processing Constraints may prevent update.
19. Close form .
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Mass Updates
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Mass Updates
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(N) > Orders, Returns > Sales Order > (T) Mass Change
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Select lines for update by holding the Control key while clicking on the desired record.
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To select all displayed records use the Edit menu Select all.
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Use the Tools - Mass Change window to update fields on the Order Headers or Order Lines.
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Mass Change will pop a note letting you know if the updates were completed successfully. If it
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wasn’t the processing constraint will display the Process Message window explaining why the
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update did not occur.
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Use the Action Menu to perform mass copies, holds and cancels.
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Managing Orders
Chapter 4 - Page 32
Guided Demonstration – Mass Change
(USA)
1. Select a Customer.
2. Note: You can use Business World.
4. Highlight any two orders. Hold the Ctrl key and click on order.
5. Click on the Action button
6. Optionally, choose to Apply Hold, Book order, Cancel, copy, price or calculate tax.
7. Open any order that has at least two line items.
8. Hold the Ctrl key and click on the lines you want to change.
9. Click on (M) Tools > Mass Change.
10. Make change.
Note: Processing Constraints may prevent update to the Order Lines you selected.
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Managing Orders
Chapter 4 - Page 33
Practice - Mass Change
Overview
In this practice you will learn how to make changes to multiple orders or lines at one time.
• Find existing Orders
• Perform a Mass Copy
• Perform a Mass Line Change
Assumptions
• “XX” represents your initials.
Tasks
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2.
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3. Find all the orders for Business World entered in the last two weeks.

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4. Copy 2 Orders.
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Query your two new Sales Orders, add a Customer PO # and Book.
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Create a new sales Order with 2 line Items and Book it.
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Update Shipping Priority
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Look at the results of your change.
Managing Orders
Chapter 4 - Page 34
Solution - Mass Change
Login
Find All
3. N > Orders, Returns > Order Organizer.
4. Enter Customer Business World
5. Enter Order Date from: Last week to End of this week
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Copy 2 Ordersle
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Hold the Ctrl key and Click on the Orders you want to copy.
Click on (B) Action > Copy.
9. Click on (B) OK.
Managing Orders
Chapter 4 - Page 35
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11. Select Option: Re-Price as of this date.
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Chapter 4 - Page 36
13. Click on (B) Continue to have orders created.
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14. Write your two new Sales Order Numbers.
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Chapter 4 - Page 37
• Sales Order # 6: __________________________________________________
• Sales Order # 7: __________________________________________________
15. Close Forms .
Query Sales Orders
16. N > Orders, Returns > Sales Order
17. F11.
− Sales Order # 6.
− Ctrl F11
− XX-006
18. Book Order
19. F11
− Sales Order # 7.
− Ctrl F11
− XX-007.
20. Book Order.
Create a new sales Order
21. From the Order Organizer, click on (B) New Order
22. Customer: Business World (1608)

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23. XX-008.

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26. Line 1.1, Item: AS54888 Qty: 5
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27. Line 2.1, Item: AS54999 Qty: 7
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Chapter 4 - Page 38
28. Click on (B) Book.
29. Write your new order number:
• Sales Order # 8 __________________________________________
Update Shipping Priority
30. Click on (T) Line Items
31. Hold the Ctrl key and Click on each line.
32. Click on (M) Tools > Mass Change
33. Click on (T) Shipping
34. Select a Shipping Prioity
35. Click on (B) OK
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Chapter 4 - Page 39
Look at the Results
36. Click on (T) Shipping.
37. Scroll to Shipment Priority.
38. Close form .
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Agenda
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Workflow Notification Overview
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Workflow Notifications Overview
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With Oracle Order Management, you can regulate order activity by defining as many manual
Approvals as you wish and positioning them anywhere in your order processes.
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The Notification Activity is a unit of work that requires human intervention. Notifications can
stop an Order or Order Line.
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Notifications can be sent to any one who has been set up with a User Name. This can include
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employees as well as customers.
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A seeded profile option OM: Notification Approver can be set at any level (site, application,
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responsibility or user). It points to a Value set that is based off WF_ROLES. By setting it at a
responsibility level you could set up such that you have different roles per operating Unit that
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receive OM notifications. When the Order Header or Line is created the workflow Notification
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Approver attribute is set to the value in OM: Notification Approver profile option.
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You can access the Workflow Monitor from the Sales Order forms. The workflow monitor is a
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Java-based tool accessible from a Web browser that lets you graphically monitor a workflow’s
progress as well as view its transaction history.
Approve Order or Order Line to enable it to resume its Workflow activities.
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Chapter 4 - Page 42
Respond to Notification
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Respond to Notification
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(N) > WF Notification > (I) Flashlight > Find Notifications
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Notifications either alert individuals to a situation or ask individuals to perform an action, for
example, an approval.
When accessing your notifications, you can:
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• Specify search criteria to be used to find the Notifications you want to work on, for
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example, status, type, subject, sent, due, priority.
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• View the details of each notification.
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• If requested by the notification, perform an action, for example, reply to the notification
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or forward the notification to another individual.
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• Rejecting an Approval Notification will cause the Order or Order Line to remain held at
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the current activity.
• If the Order or Order Line is never going to be approved you should Cancel it.
• Approving your Notification allows the Order or Order Line to continue its workflow
processing.
Managing Orders
Chapter 4 - Page 43
Guided Demonstration – Workflow Notifications
(USA)
(N) > WF Notifications
1. Click on a Subject link to see details of the notification.
2. Click on the Return to Workline.
3. Click on a Select Checkbox.
• Scroll to the bottom of the form.
5. Click on the Reassign button.
6. Select a user.
7. Click on the Transfer ownership option.
8. Enter comments.
9. Click (B) OK to activate the transfer.
(N) > Orders, Returns > Sales Order
11. Enter required fields.
12. Save the Order to receive a Sales Order Number.

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16. Enter a message.
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17. Click on Send button.
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Notice that you are given a confirmation and notification number.
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19. (N) > WF Notifications.
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20. Click on Subject line.
Notice the message: This notification does not require a response. It will not hold the order.
Managing Orders
Chapter 4 - Page 44
Agenda
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Managing Orders
Chapter 4 - Page 45
Automatic System Holds
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Automatic System Holds
Credit Check Hold:
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Customer’s profile class has Credit Check selected and the Order’s Payment Type has
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Credit Check selected. If any of these are not true Credit Checking will not occur for that
Sales Order.
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• Credit Holds are automatically applied at the Order level if the limits have been violated.
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• Create your Credit Check Rules to establish the total dollar exposure that will be
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compared to the customer’s limits.
• Use the Order Transaction Type to dictate when to perform Credit checking and which
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rule to execute. Your choices for when to check are at Booking and/or at Shipping.
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• The Credit Checking process looks at the Customer’s Profile Class to determine whether
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to perform credit checking and if credit checking is to occur what credit limits to use.
Optionally, credit limits can be set for each Customer’s Bill to address. Limits are per
currency.
• Create Payment Terms and select Credit Check. An example of a Payment term that
would NOT have credit Check selected would be CASH.
Managing Orders
Chapter 4 - Page 46
• If a Credit Check hold is manually removed prior to Pick Release, the Release process
will NOT put the order back on hold.
• Credit Check holds can be automatically removed by the system at Pick Release under
the following circumstances; the customer’s AR balance has been reduced or the
customer’s limits have been raised.
• Credit Check holds can be applied or removed automatically by the Enter Orders form if
any of the following fields are changed on a booked order; price list, order quantity,
payment terms or schedule ship date.
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Chapter 4 - Page 47
Hold Names
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Hold Names
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(N) > Setup > Orders > Holds
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Create as many Hold Names as your business processes dictate. Create Hold Types to logically
group your Holds.
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Hold Names define characteristics about the Hold that are validated when the Hold Name is
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Applied or Released from an Order or Order Line.
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One of the validations that is controlled by the Hold name is the Workflow Activity logic. You
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can create Holds that will not hold an order or order line until it has reached a specific
workflow activity. The other validation is the Authorization of Responsibility. You can have
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different Responsibilities authorized to Apply and Release Holds.
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Select the checkbox Hold Included Items to be sure that included items are held when holding
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Orders for Model items.
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Chapter 4 - Page 48
Guided Demonstration – Create Hold Name
(USA)
(N) > Setup > Holds
1. Enter a hold name.
2. Enter a hold description.
3. Select a Type from the LOV.
4. Do not line to a Workflow. Leave Workflow Item and Workflow Activity blank.
5. Click on “Hold Included items”
6. Leave date fields blank
7. Enter authorized responsibility for both Apply and Remove: Order Management Super User,
Vision Operations (USA).
8. Save your work.
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Chapter 4 - Page 49
Practice - Create Hold Name
Overview
In this practice you will learn how to create a Hold Name.
Assumptions
• “XX” is your initials.
Tasks
3. Create a Hold Name.
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Chapter 4 - Page 50
Solution - Create Hold Name
Login
Create a Hold Name
3. (N) > Setups > Holds.
4. Enter a “XX” hold name.
5. Enter a description.
6. Select type: Order Administration Hold.
7. Select “Hold Included Items” .
8. Select Apply and Remove authorized responsibility:
• Order Management Super User, Vision Operations (USA).

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9. Save .
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10. Close form .
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Apply Holds
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Apply Hold
Hold Existing Orders or Lines
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(N) > Orders, Returns > Order Organizer > Find > Order Organize (T) Summary > (B)
Actions > (M) Apply Holds > (B) Apply Holds
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• You have the ability to hold an entire Order, which would prohibit any further activity
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against any of the related lines. Or you can hold individual Order Lines which would
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allowed other lines on the same order to progress independently.
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• Manually apply a Hold using the Action > Apply Hold menu from the Order Organizer,
Order Header or Order Line.
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• Applying a Hold to an Order or Order Line stops the workflow processing at whatever
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point it currently resides. Consequently, special attention needs to be paid to existing
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orders to be sure you’re not holding an order that has already been shipped but not yet
invoiced.
• When applying a Hold, the Hold Names will be restricted by your Responsibility.
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Chapter 4 - Page 53
• To Apply a Hold to existing Orders or Order lines use the Order Organizer’s Find form to
enter your Selection Criteria. Combine information from any of the find tabs to assure
that you are selecting the necessary orders.
• Perform Mass Holds by highlighting multiple Orders or Lines prior to accessing the
Action > Apply Hold menu.
• Specify a Hold Until Date to apply a temporary hold. When the Hold Until date has
arrived the Close Orders process will release the Order or Order Line.
Hold New Orders or Lines
(N) > Orders, Returns > Order Organizer > (M) Tools > Create Hold Sources > (B) Apply
Hold
• Create a Hold Source to hold new Orders or Order Lines.
• Specify the Criteria which will identify Orders or Lines which are to go on hold. Base
your criteria on Item, Warehouse, Customer name, Customer Bill to or Ship to.
• Your Hold Criteria can be a combination of two choices such as Item and Warehouse, or
Customer and Ship to site.
• Optionally Hold Future Orders/Lines.
• Optionally Hold Existing Orders/Lines.
• Optionally enter a Hold Until date.
• Use the OM: Schedule Orders on Hold profile option to allow the Workflow activity
Schedule – Line to be executed even if the line is on hold.
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Chapter 4 - Page 54
Guided Demonstration – Apply Holds
(USA)
1. Enter fields to find an order to hold.
3. Put your cursor on the order you’re going to hold.
4. Click on the Action button and select Apply Hold menu.
5. Select a hold name.
6. Enter comments.
7. Click (B) Apply Hold.
You have just applied an Order level hold.
8. View the hold from the Action > Additional Order Information menu.
9. Close Additional Order Information form.
10. Open one of the Orders from the Summary form.
11. Click on the Line Items tab.

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12. Click on the Action button and select Apply Hold
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14. Enter comments.
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You have just applied a Line level hold.
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16. View the hold from the Action > Additional Order Information menu.
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17. Close forms to return to the navigator window
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18. Click on the Tools Menu > Create Hold Source (T) Criteria
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Chapter 4 - Page 55
20. Select Hold Criteria one and Hold Criteria two.
You could use Item: AS72111 with Warehouse M1 Seattle Manufacturing.
21. Click on the Hold Name tab.
22. Check Hold Future Orders/Lines.
23. Uncheck Hold Existing Orders/Lines.
You have just created a hold source that will hold all new orders that meet the criteria you
entered.
25. Test the hold by entering an order using the criteria from step 23.
26. Click (B) New Orders.
27. Enter a customer name and all required information.
29. Enter an Item Number and quantity.
30. Save your work.
If you entered an order using the exact same criteria as in the hold source you will receive a
message that your order has been put on hold.
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Managing Orders
Chapter 4 - Page 56
Practice - Apply Holds
Overview
In this practice you will learn how to apply holds and create a hold source.
• Find a sales Order
• Apply an Order level hold
• View the results
• Apply a Line level hold
• Create a Hold Source
• Test the Hold Source
Assumptions
• XX represents your initials.

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You must have access to an Oracle Application Vision database or comparable training
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Tasks
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Use your PO Number to find an order to put on hold.
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N > Orders, Returns > Order Organizer
4.
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Write the Order number that you have put on hold.
5. View Hold information.
6. Put one of the Order lines on Hold using the same hold name.
Managing Orders
Chapter 4 - Page 57
7. View the line hold.
8. Create a Hold Source that will only hold future orders. The hold criteria are order lines for
item AS54999 that are shipping from the Seattle warehouse.
9. Test the hold source by entering a new order line for AS54999.
10. View Hold information.
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Chapter 4 - Page 58
Solution - Apply Holds
Login
Find an Order
3. Enter XX% then tab out of the field to display the list of values.
4. Click on the Order you want to hold and OK.
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6. Click (B) Action > Apply Hold.
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7. Select your XX hold from the LOV.
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8. Enter a “Hold Until” date.
9. Enter comments.
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10. Click on (B) Apply Holds.
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Write your Order on Hold
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11. Write your Order on Hold: Sales order Number: ___________________.
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View Hold Information
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12. Click on (B) Action > Additional Order Information (T) Holds.
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Chapter 4 - Page 62
13. Close the Additional Order Information form.
Put Order Lines on Hold
14. Click on (B) Open Order.
16. Click on (B) Actions > Apply Hold.
17. Select your XX hold from LOV.

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19. Click on (B) Appy Hold.
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View the Line Hold
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20. Click on (B) Action > Additional Line Information.
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Create a Hold Source
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23. Click on (M) Tools > Create Hold Source.
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24. Select your XX hold.
25. Enter Item AS54999 and Warehouse M1-Seattle Manufacturing as the hold criteria.
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Chapter 4 - Page 64
26. Click on (T) Hold Name.
27. Enter comments.
28. Check Hold Future Orders/Lines.

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Test the Hold Source
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31. From the Order Organizer click on (B) New Order.
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32. Customer: Business World (1608)
33. XX-009.
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Managing Orders
Chapter 4 - Page 66
36. Enter item: AS54999.
37. Enter Qty: 1.
38. Save
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Chapter 4 - Page 67
View Hold Information
39. Click on (B) Actions > Additional Line Information.
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40. Write your Sales Order.
• Sales Order # 9: _____________________________________________.
Managing Orders
Chapter 4 - Page 68
41. Close forms .
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Chapter 4 - Page 69
Release Holds
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Release Holds
Release Orders
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(N) > Orders, Returns > Order Organizer > (T) Holds Information > (B) Find > (T)
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• Only authorized responsibilities will be allowed to release a Hold or Hold Source.
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• Choose from a user defined list of values to select the appropriate reason for releasing the
hold.
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• Use the Action – Release Hold menu.
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• Optionally enter comments to document your transaction.
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• Highlight multiple Orders or Order Lines prior to accessing the Action – Release Hold
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menu to perform a Mass Release.
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Release Hold Source
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(N) > Orders, Returns > Order Organizer > (T) Holds Information > (B) Hold Source
• Enter the Hold name which was used to create the Hold Source and click on the Hold
Source button.
Managing Orders
Chapter 4 - Page 70
• Releasing a Hold Source will release all orders or order lines that went on an automatic
hold and prevent new orders from being held.
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Chapter 4 - Page 71
Guided Demonstration – Release Holds
(USA)
(N) > Orders, Returns > Order Organizer > (T) Hold Information
1. Enter a Hold name.
2. Click on the Find button, to find all the sales Order that have been held with that hold name.
3. Click on the Order number you want to release.
4. Click on the Action menu and select Release Hold.
Did you receive this message, at the bottom of the form?
FRM-40350: Query caused no records to be retrieved.
The order you selected either is no longer on this hold or the hold has been applied at the
line level and you will need to click on the Lines tab before attemping to release it.
If the Release form opened enter a Release reason and comment.
9. Click on the Release button.
10. To see the history of the hold you just release click on Actions and select Additional Order
Information.
11. Scroll to the right to see the release history.

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12. Close the Additioinal Order Information window.
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13. Click on the Flashlight icon to load the Order Organizer form.I
14. Click on the Hold Information tab.
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15. Enter the Hold name that was used to create a Hold Source.
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16. Click on the Hold Source button.
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17. The entry that shows the hold criteria is the Hold Source record.
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18. Put you cusor on the Hold Source record.
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19. Enter a release reason.
20. Enter comments.
Managing Orders
Chapter 4 - Page 72
21. Click on the Release button.
22. Test to be sure that the hold has been release.
23. Click on the New Order button from the Order Organizer.
24. Enter a customer.
25. Enter the required Order header fields.
27. Enter the item number that was referenced on the Hold Source.
You may have used AS72111.
29. Enter a quantity.
30. Save your work.
The line should not have gone on hold. This validate that the hold source has been released.
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Chapter 4 - Page 73
Practice - Release Holds
Overview
In this practice you will learn how to remove holds and hold source.
• Find Orders that are on hold
• Remove Order Hold
• Remove Line Hold
• Remove a Hold Source
• Test the removal of hold source
Assumptions
• XX represents your initials.
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Find your Orders that are on hold and remove the holds.
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•
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N > Orders, Returns > Order Organizer (T) Holds Information
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Find the remaining holds that need to be removed and release them.
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5.
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Clear the Order Organizer.
View the Hold history.
7. Enter a new order line for AS54999, to see if the Order Source was released.
Managing Orders
Chapter 4 - Page 74
Solution - Release Holds
Login
Find Orders
(N) > Orders, Returns > Order Organizer (T) Holds Information
3. Select your XX hold name from LOV.
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Chapter 4 - Page 75
5. Click on (B) Yes.
6. Put your cursor on the first Order you put on hold.
7. Click on (B) Action > Release Hold.
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Enter a reason code and comments.
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9.
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Click on (B) Release.
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Chapter 4 - Page 76
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10. Put your cursor on the Sales Order #9 (the Order that went on an automatic hold because of
the Hold Source).
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Look at the bottom of the screen to see the following message:
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Question: Why were you able to remove the hold for the other order but when you try
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to do the same procedure on this order you receive the message that no records were
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found?
Answer: Because this is a “Line Level” hold and you are attempting to remove it at
the Order Level.
Managing Orders
Chapter 4 - Page 77
12. Click on (T) Lines.
13. Put your cursor on the Order Line that was automatically put on hold.
15. Enter a Release Reason and Comments.
16. Click on (B) Release.
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Chapter 4 - Page 78
17. Close forms .
• Note: You have removed the Order Level Hold and 1 line level hold.
• You should still have a line level hold that you manually put on that needs to be released
(remember the customer was going to get back to you later and let you know if they still
wanted that line). And you have the Hold Source that needs to be released.
Find the Remaining Holds
18. (N) > Orders, Returns > Order Organizer (T) Hold Information
19. Select your XX hold name.
20. Click on (B) Hold Sources .
21. Put your cursor on the hold line that was requested by your customer.
• (Hint: the value field will be an Order number)
22. Enter a Reason code.
23. Enter Comments.
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25. Put your cursor on the “hold source” line.
26. Enter a Reason.

Managing Orders
Chapter 4 - Page 79
27. Enter comments.
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Clear the Order Organizer
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29. Click on the clear icon,
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(you need to clear the XX hold name).
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View the Hold History
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30. Enter the Order number or customer PO number to find the order that you released.
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32. Click on (B) Action > Additional Order Information (T) Holds.
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Chapter 4 - Page 80
33. Close the Additional Orde Information form.
Enter a new order line
34. Click on the (B) New Order
35. Business World (1608)
36. XX-010.
39. Item: AS54999.
40. Quantity: 1.
41. Save .
Note: Your line should NOT have gone on hold.

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Chapter 4 - Page 81
Agenda
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Chapter 4 - Page 82
Cancel Orders
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Cancel Orders
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Order/Line > Cancel Orders > (B) OK
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(N) > Orders, Returns > Orders Organizer >(B) Find > (T) Summary > (B) Actions > Cancel
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• Customers request that an Order or Order Line be cancelled.
• Cancellations must pass your Processing Constraints.
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• Order Management provides the features you need to cancel sales orders. You can cancel
entire orders, individual lines, or split lines. Order can be canceled manually or via EDI
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and Order Import.
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• A reason for the cancellation is required.
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• Cancelled orders are not deleted from your system.
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• If the entire order is cancelled the Order Status is changed to Cancelled.
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• If a line or split line is cancelled the Line status is changed to Cancelled and the Qty
Cancelled is populated.
• Cancellations cannot be reversed.
Managing Orders
Chapter 4 - Page 83
• If an order or order line is cancelled by mistake use the Copy action to create a new order
by copying the cancelled order or line.
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Chapter 4 - Page 84
Guided Demonstration – Cancel Order
(USA)
1. Enter fields to find a booked order to Cancel.
3. Put your cursor on the order you’re going to Cancel.
4. Click on the Action button and select Cancel.
Note: Cancel Remaining Lines allows you to cancel lines against an order that has been
partially filled. This eliminates the need to cancel each line individually.
6. Leave Cancel Remaining Lines unchecked.
7. Select a Reason code.
8. Enter comments.
9. Click on the OK button to execute the Cancel.
• You must requery the cancelled order to see that the status has changed.
(N) > Orders, Returns > Sales Order.

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12. Use the quick key F11 to enter query mode.
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13. Enter the Sales Order number you just cancelled.
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14. Hold the Ctrl key and F11 key to execute query.
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15. Notice that the status had changed to Cancelled.
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16. To cancel a line Click on the Flashlight icon to access the Order Organizer Find form.
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17. Enter fields to find booked orders.
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19. Open an Order.
Managing Orders
Chapter 4 - Page 85
21. Put your cursor on the line you want to cancel.
22. Click on the Action button and choose Cancel menu.
23. Enter a reason code and comments.
24. Click on the OK button.
• Notice that the quantity is zero.
26. Scroll to see the line Status of Cancelled.
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Managing Orders
Chapter 4 - Page 86
Practice - Cancel Order
Overview
In this practice you will learn how cancel at the Order level and Line level.
• Query Sales Order to Cancel
• Cancel Line
• View cancel information
• Find Sales Order to cancel
• Cancel Order
• View cancel information
Assumptions
• “XX” represents your initials.
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Choose the responsibility Order Management Super User, Vision Operations (USA)
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Query Customer’s PO: XX-002 and cancel line 2.1.
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4.
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View the results of your cancel action.
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Find all of Business World’s Booked orders for the last two weeks. Select an order with one
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of your PO numbers and cancel it
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Find the Sales Order you just cancelled.
Managing Orders
Chapter 4 - Page 87
Solution -Cancel Order
Login
Query Customer
3. Enter Query
• F11
− Ctrl F11
4. Put your cursor on line 2.1 (AS18947).
5. Click on (B) Action > Cancel

− Enter a Reason
− Enter Comments
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6. Click on (B) OK.
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Managing Orders
Chapter 4 - Page 88
View Results
7. Notice the line quantity is 0 and the status is Cancelled.
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Find All
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− Business World (1608)
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− Booked
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− Order Date: Beginning of last week to End of this week.
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Chapter 4 - Page 89
11. Put your cursor on the Order you want to cancel.
12. Click on (B) Action > Cancel.
13. Leave Cancel Remaining Lines unchecked .

− Enter a reason.
− Enter comments.
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Chapter 4 - Page 90
.
15. Close Forms .
Find Sales Order

− Customer: Business World (1608).
− Status: Cancelled.
− Order Date: Beginning of last week to End of this week.
18. Since the order was cancelled at the Order level the status of the Order has been changed to
Cancelled.
19. Close forms .
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Chapter 4 - Page 91
Agenda
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Managing Orders
Chapter 4 - Page 92
Close Orders and Lines
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Close Orders and Lines
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Since many of the Order Management programs, windows, queries, and reports only retrieve
open orders, closing Sales Order Lines and Orders will enhance their performance.
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Seeded Processing Constraints prohibit updates to closed orders/lines.
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Holds prevent closing an Order or Order Line. Remove holds to allow closing.
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Both the Order Closing and Line closing are Workflow Activities that are a part of all seeded
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Lines
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Order Management Workflows.
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Only Order Lines which are eligible will close.
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An order line is eligible to close when it has completed all of the line-level activities within the
workflow.
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Cancelled Lines are closed.
Orders
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Orders are eligible to close when all lines associated with the Order are closed.
Orders are only closed at the end of the month.
Managing Orders
Chapter 4 - Page 93
Agenda
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Chapter 4 - Page 94
Order Purge
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Order Purge
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(N) > Orders, Returns > Order Purge > Order Purge Selection
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• Build a Purge Set to define which orders are to be purged.
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• The Purge Parameters give you the necessary options to enable you to purge a very
specific set of orders. Combine any of the following parameters; Range of Orders, Order
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Type, Order Category, Customer, Order Date Range, Creation Date Range.
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• Submit the Purge Set for processing. When the concurrent request is completed your
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Purge Set will be visible in the Orders Purge form.
(N) > Orders, Returns > Order Purge > Order Purge
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• It is suggested that you backup, archive or warehouse your orders before purging.
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• Only Closed orders that have no open activity associated with them will be purged. The
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open activities include; Work Orders, Invoices, Returns, Requisitions.
• The Orders Purge form shows you the associated orders in the Orders Details tab.
• There are two important checkboxes in the Purge form, Purge Eligible and Purged.
• Use the Purge Criteria tab to see the selection criteria.
Managing Orders
Chapter 4 - Page 95
• Submit your Purge Set to execute the Purge Order process.
• The Purge Orders form will be updated with the results of the purge. It will either select
the Purged checkbox or list error messages that prohibited the purge.
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Chapter 4 - Page 96
Guided Demonstration – Purge Order
(USA)
(N) > Orders, Returns > Order Purge > Order Purge Selection
1. Create a Purge Set that will be used to run the Purge Process. The first step in the Purge
process compliles a list of orders, which are eligible to purge, based on the criteria that is
entered in the Purge Set.
2. Enter Purge Name
3. Enter a Purge Description (What is the purpose of this purge)

− Optionally enter a range of Order Numbers to purge.
− Optionally enter an Order Type.
− Optionally, enter a Customer Name.
− Optionally enter a range of Order Dates
− Optionally enter a range of Creatation Dates.
9. OK the parameters window.
10. Submit purge order for concurrent processing.
11. View concurrent requests to be sure that the process completed successfully.
(N) > Order Purge > Order Purge
13. Query your Set Name from step two.

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14. The Order Detail tab displays the orders, which met the Purge criteria
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15. The checkbox “Eligible” or “Purged” shows the current status of each eligible order.
16. Click on the Submit Purge to start the purge process.

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17. Click on the Delete Purge set if you want to abort and delete the Purge Set.
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The checkbox Set Purged indicates when all the records within the set have been purged.
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After the Submitted purge has completed normally look at the Order purge to see which
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records were purged.
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Any orders that were eligible but did not get purged will have an error message displayed on
the purge record.
Managing Orders
Chapter 4 - Page 97
Summary
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Managing Orders
Chapter 4 - Page 98

Order Management For End Users

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11i Order Management for

Restricted Rights Legend

Eric O’Brien, Pamela Freeman, Jinny Valenzuela, Kathryn Wohnoutka

Technical Contributors and Reviewers

Overview of Oracle Order Management Process .........................................................................................1-1

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11i Order Management for End Users Table of Contents

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Order Management for End Users Table of Contents

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Order Management for End Users Table of Contents

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Order Management for End Users Table of Contents

• Thorough knowledge of the overall Order Entry to Bank Reconciliation Process

• Ability to navigate Oracle Applications

• 11i Navigate Oracle Applications

How This Course Is Organized

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Order Management for End Users Table of Contents

• System release bulletins

• Installation and user’s guides

• International Oracle User’s Group (IOUG) articles

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11i Order Management for End Users Table of Contents

cle [Alternate], [F], [D]

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Order Management for End Users Table of Contents

Passwords DROP USER scott

Lowercase Syntax variables CREATE ROLE role

Typographic Conventions in Oracle Application Navigation Paths

This simplified path translates to the following:

2. (M) From the menu, select Query then Find.

(ST) = Sub Tab

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Order Management for End Users Table of Contents

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Order Management for End Users Table of Contents

Copyright © Oracle Corporation, 2003. All rights reserved.

11i Order Management for End Users Table of Contents

Copyright © Oracle Corporation, 2003. All rights reserved.

Overview of Oracle Order Management Process

Copyright © Oracle Corporation, 2003. All rights reserved.

Overview of Oracle Order Management Process

Copyright © Oracle Corporation, 2003. All rights reserved.

Overview of Oracle Order Management Process

Copyright © Oracle Corporation, 2003. All rights reserved.

Overview of Oracle Order Management Process

Copyright © Oracle Corporation, 2003. All rights reserved.

Overview of Oracle Order Management Process

Copyright © Oracle Corporation, 2003. All rights reserved.