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Drop Ship Order Config and Flow

The document outlines the setup and transaction flow for drop shipment sales orders in Oracle Fusion, detailing the necessary prerequisites and configurations across various modules like Procurement and Order Management. It includes step-by-step instructions for enabling features, creating purchase agreements, sales orders, and managing financial flows. The process automates the logistics of suppliers shipping directly to customers, streamlining order fulfillment and invoicing.

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mohammed akbar ali
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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68 views24 pages

Drop Ship Order Config and Flow

The document outlines the setup and transaction flow for drop shipment sales orders in Oracle Fusion, detailing the necessary prerequisites and configurations across various modules like Procurement and Order Management. It includes step-by-step instructions for enabling features, creating purchase agreements, sales orders, and managing financial flows. The process automates the logistics of suppliers shipping directly to customers, streamlining order fulfillment and invoicing.

Uploaded by

mohammed akbar ali
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Drop Shipment Sales Order Setups and Flow

Table of Contents
1. Overview
2. Flow Chart
3. Drop shipment Prerequisites Setups
4. Drop shipment Transaction Flow

 Overview
Drop shipment in Oracle Fusion refers to a logistics process where a supplier
ships goods directly to a customer, bypassing the intermediate party (usually a
distributor or a third-party logistics provider).
In Oracle Fusion, this process can be managed through various modules,
including Procurement, Order Management, and Shipping. The system allows for
automation of drop shipment transactions, including creating purchase orders,
shipping notices, and invoices.

 Drop shipment Prerequisites Setups

1. Enable " Customer Sales Order Fulfilment" at Procurement Offering


Go to Setup and Maintenance, From Actions tab Go to offerings

Select Procurement, and Click on Opt In features


Drop Shipment Sales Order Setups and Flow

In Procurement Features, Enable like below

Click done
2. Enable "Drop Ship" at Order Management Offering
Now In Order Management Offerings, Like above Opt In feature for Drop Ship

3. Set List Price for Item


In Product management, Click Product Information Management and click on
Create Item

Define Item header details

Provide UOM Details


Drop Shipment Sales Order Setups and Flow

In specifications Tab, provide values for required attributes like below

in purchasing section define List Price for Item

In Sales and Order Management section set

In Planning Tab, Change the planning time days to a higher value.

And Click on Save, and assign item to Child inventory in association tab
Drop Shipment Sales Order Setups and Flow

Save and Close.

4. Add Item to Price list.


Go To Order Management and click on “Pricing Adminstration”

In tasks click on Manage Price List

Query Price list

Click on edit and add item to price list


Drop Shipment Sales Order Setups and Flow

and click on create charge, if you want to change price on SO, enable Allow
manual Adjustment

Click on Save and close.

5. Configure “Manage Supply Chain Financial Orchestration System Options”


Search and click on task in Global search

And define Master Item Org like below

6. Qualify Business Unit for Drop Shipment - Assign Business Unit Business
Function
Drop Shipment Sales Order Setups and Flow

Search and click on task in Manage Implementation Project Task

Go to task and enable like below

7. Create Orchestration Qualifiers - Manage Supply Chain Financial


Orchestration Qualifiers
Search and click on task in Global search

Click on create and define for Item created for Drop Shipment Order

Save and Close.


8. Define Drop Ship Financial Flow - Manage Drop Ship Financial Flows
Search and click on task in Global search

Click on Create, and define like below for Selling and Receiving Inventory Org.
Drop Shipment Sales Order Setups and Flow

Make Status as active

Save and Close.

9. Set Default Procurement Preparer


In Setup and maintenance, search for task Manage Order Management
Parameters

Define for preparer name for BU


Drop Shipment Sales Order Setups and Flow

10.Set Default Buyer


Search For task - Manage Buyer Assignment Rules
Define User for Requisition BU and Procurement BU

Save and Close.

11.Create Sourcing Rule – Buy


Go To Order Management and click on global Order Promising

Click on Create
Drop Ship Only Works at Global Level, it won’t work on Local level even if you try
100 times for it.
Drop Shipment Sales Order Setups and Flow

Create Rule

Save and Close.

12.Run "Collect Planning Data"


Go to Supply Chain Planning and click on Plan Inputs.

And Click on task - Collect Planning Data

Choose Source system as “OPS” and reference entities as “Items” as below and
submit.
Drop Shipment Sales Order Setups and Flow

and submit. Check Scheduled Processes

13.Assign Sourcing Rule to Sourcing Assignment Set


Check Default Sourcing Assignment Set
In Setup and Maintenance, search for Manage Administrator Profile Values
And search for Profile Option – “MSP_DEFAULT_ASSIGNMENT_SET”

Now we can add our definitions in this Assignment set.


Drop Shipment Sales Order Setups and Flow

14.Setup Sourcing Assignment Set


Go To Order Management and click on global Order Promising
In Tasks click Manage Assignment Sets

Query for Assignment set and click on edit

Click on add and define for Buying with sourcing rule created based on Org and
Item value

Save and Close.

15.Create ATP Rule


Drop Shipment Sales Order Setups and Flow

Go To Order Management and click on global Order Promising

In Tasks click on Manage ATP Rules

Click on create and define values like below in ATP Rule Criteria

16.Run "Collect Planning Data"


Drop Shipment Sales Order Setups and Flow

Go to Supply Chain Planning and click on Plan Inputs.

And Click on task - Collect Planning Data

Choose Source system as “OPS” and select all entities as below and submit.

17.Run "Refresh and Start Order Promising Server"


Select All and submit like below
Drop Shipment Sales Order Setups and Flow

 Drop shipment Transaction Flow

1. Create Purchase Agreement


Go to Procurement click on Purchase Orders and in Tasks click on Create
Purchase Agreement.

Enter values like under and click create


Drop Shipment Sales Order Setups and Flow

Define values

Add item details in line

And In Control tab define values like below

And Submit for approval.

Requery in Manage Agreements to check approval status


Drop Shipment Sales Order Setups and Flow

Open means its approved.

2. Create Sales Order & Process


Go to Order Management and click on Order Management
click on Create Order and Add customer and order type details on header

Add Item details on lines.

And validate the Sales Order

Now Submit order for booking

Check order status


Drop Shipment Sales Order Setups and Flow

Check in Fulfilment View for Orchestration Plan

In Supply Details, check for Req Number Auto create by System.


Drop Shipment Sales Order Setups and Flow

3. System creates PR & PO


In Procurement offering, click on Purchase Orders

Click on View Requisition Lines, for Auto created PO Number

Open PO in Manage Orders


Drop Shipment Sales Order Setups and Flow

Save and Validate and then submit for approval.

Requery to check the approval status

Check On Sale Order’s Fulfillment Line View for Details and Status
Drop Shipment Sales Order Setups and Flow

Order Line status

4. Create ASN
Go To Inventory Management and in Receipts Section, Click on create ASN

Query with PO Number and Select Row, click on create ASN

Provide all the details & Qty of Shipment made by Supplier


Drop Shipment Sales Order Setups and Flow

And Click on submit

5. Check SO Status
Drop Shipment Sales Order Setups and Flow

6. Create Auto Invoice


Submit job with SO number
Drop Shipment Sales Order Setups and Flow

And Submit

On Completion, Check output for Auto Invoice Execution and Validation Report
Drop Shipment Sales Order Setups and Flow

Query in Receivables to Check the AR Invoice details

Open transactions for all details

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