1) It is possible to release an order line
independently of other order lines
and order header.
Yes you can using the shipping
transaction form.(From pick release you can release
complete order and not independently the
lines).
Immediately after the order is booked, we can
come to the shipping
transaction form, pull up that order, and for
a specific line, we can
"Launch Pick Release". We can also
subsequently create a delivery for this
order line and then ship the order as well.
Hence we can ship an order line
independently of the other order lines.
Pick release can also be used to release lines
independently, by providing
conditional scheduled ship dates ,request
dates,in which case, it will release
those specific lines.
2) Once The order is booked ,are the delivery
details/lines created ??
Yes. immediately after the order is booked,
the delivery lines are created (not deliveries)
(which can be seen from the
wsh_delivery_details which reference the sales
order). However once the deliveries are
created (either automatically after
the pick release or manually based on the
system options), these deliveries
lines are asssigned to the delivery created.
Only after
the deliveries are created we can ship (or
ship confirm) them.
3) What is Defer Interface?
There is a flag in global parameters
setting which is Defer Interface.
Typically once the order is ship
confirmed, then the
trip stop report is printed and the order is
ready for interfacing to AR.
However if the defer interface flag is set,
then even after the ship confirmation,
the trip stop process does not
pick this up and is subsequently not invoiced.
Defer Interface flag can also be set at the
ship confirm window level.
4)How do we apply credit holds to Orders :
One way of applying a credit hold for an order
(based on the customer credit)
is to use the credit management. Another way
is to specify within the OM,
the credit limit at the customer or site level
as follows,
Customer => Profile : Amounts
We can specify both order credit limit
(which is specific to an order)or credit
limit(which is entire credit limit).
5).What are Deliveries and Delivery Lines, and which
one is created first?
Lets take an example. Let us say there is a
sales order which consists of
two lines. Once the order is booked,
two delivery lines are created automatically.
If there are two order lines, there
will be two delivery lines,so for each
order line, there is a delivery
line. Then as a next step, we assign these
delivery lines to a delivery. And if
the autocreate is checked, then automatically
a delivery is created after pick
relase and the two delivery lines are assigned
to the newly created delivery.
6) What are Container Items :
Container Items are also
inventory items,which are flagged as "Container"
in the Physical Attributes tab. Usually they
are not Customer orderable,
customer ordered ,invoicable etc. ;
Items => Physical
Attributes => Container Area.
We can also set the item as a
Vehicle as the case may be.
7) What is packing the Items
:
Usually we Pack the Items, that
is when we need to define the Container Item
Relationship,which is defined here,
Setup => Shipping
=> Container Load Details.
Here you specify the relationship between the
regular items (like say Printer)
and the container items (like Box, Carton)and
the maximum quantity that can
be filled in that container etc.
Once that is done, we should be able to do the
packing.
8) What is partial cancelling of the
order line.
If you change the order quantity say
from an original value of 50 to ,say, 45,
then the orderline is said to be
partially cancelled.
write more about this
9) What is splitting the order lines
and how does pick release help in the case
of split lines ?
Let us say we have an order which
requires multiple shipments over time, then
you would split the order line, rather
than creating multiple order lines.
So in each split line, we specify the
quantity and the request data,warehouse
from where it should be shipped. Based
on this, the scheduled ship dates are
also populated accordingly for each
split line.
Once this is done, during the pick
release process, we can specify up to which
schedule date /request date we want the
lines to be released and then accordingly
the lines will be released.
10. What are line sets,ship sets, arrival set,
fulfillment sets?
Line set is a generic
term,which you specify at the order header level,
which can be a ship set, arrival
set or fulfillment set.
If you specify a ship set,say 1,
for a group of lines, then during pick
release we can release the lines
based on that ship set number.
Also a line can belong to a ship
set or arrival set,but not both.
13). What are backflush transactions ?
Backflush transactions are those WIP (workin
process) transactions which pull
the inventory for the manufacturing operation.
It is an issue (outgoing from
inventory) operation and not a receipt
operation.
14) What are the examples of ShipOnly and
InvoiceOnly orders.
Ship only orders are those where
we just ship the item to the customer and do
not invoice them. Example of shiponly
orders are demo items, and sample
items,which the customer uses and
probably returns them after.
Invoice Only Orders are those where we just
invoice the customer,but we do not
ship any item.Example of Invoiceonly
order could be a subscription item
where we just invoice the customer for
that month,but we donot ship
any item.
15) What are trips and stops and how they are
related to deliveries.
A trip consists of atleast two stops,
one the pick-up point and one a drop-off
point. When we ship confirm a
delivery,a program called "Interface Trip Stop"
is automatically run which creates a
trip stop and the delivery is assigned
to that trip.
16)What are the different kinds of Orders
Regular sales
order, RMA, Drop ship, Internal Sales order.
17) What are the possible reasons the inventory
quantity can be driven negative
for reservable items.
Usually when we pick release, a
quantity is reserved and if there is not enough
quantity then the reservation does not
happen, and the pick release will fail.
However after a successful reservation
, when we come to the delivery lines,
we can change the shipped quantity on
the delivery lines as well. If that shipped
qauntity is more than the requested
quantity and if that quantity is more than
the available quantity, (and if
negative quantities are allowed) then the
inventory quantity can be made
negative. if negative quantities are allowed for
that inventory organization, then those
records might be stuck in the inventory
interface.
18) Can we change an order after we book it ???
Yes, as long you dont violate any
processing constraints.
19) What is the difference between Pick Release and
Pick confirmation.
Pick release is the process that you do in
Order Management which will create a
move order and it goes thru approval,
allocation and transaction.
Pick Confirmation is an inventory operation
which is basically transacting a
move order which results in a subinventory
transfer of the material from the source
subinventory to staging subinventory.
Hence Pick Release will
internally call pick confirmation process.
20) What is retroactive billing ??
21) what is shipping document set??
A shipping document set is a set of
shipping documents,which you specify at the time
of ship confirm,so that Oracle shipping
wil print all those documents. And they are
Bill of Lading => A
receipt given by the carrier to the customer,acknowledging
the
goods being shipped and specifying terms of delivery.
Waybill =>it is
identical to Bill of Lading, but it is not a document of title.
Commercial
Invoice=> prints all confirmed shipped item in a delivery along with value.
Mailing Label =>
address label showing where we are shipping.
Pack Slip =>
slip which shows the contents of the package.
Vehicle Load Sheet
Summary =>specifies the loading sequence of items in a delivery.
Please note that the document set need not
consist of all of the documents.
22) Is it possible to book an order with out any
line items ? What would be the
business scenario for this kind of order ??
Yes.
23) What is packing slip ?
Let us say we have an order consisting
of 10 items. A pack slip mentions all the
items. Basically it is just a
confirmation from our side ,what we are shipping.
A bill of lading is a document from the
carrier what we are shipping.
24) What is pick slip?
A pick slip is a document printed by
the move order process in Inventory,which
tells what has been picked.
25) Does the order header close immediately after
all the order lines are closed??
26)What is the backordered status in the delivery
lines mean ?
The term "backorder" or
"backordered" is a status,which means that during
pick release, that item is not having enough
stock and hence the status of
the order line or shipping line changes to
backorder. Please remember that
backordered is just a status, it does not
initiate any kind of drop ship
process,to purchase that item from a supplier
etc. To resolve this issue ,you
will have to manually do a receipt for that
item and have enough quantity onhand.
27) What are the different modules which Order
Management will interact with ?
Order Management interaacts with different
modules based on different kinds
of items, pricing, type of shipping etc
Inventory (for pick
release, shipconfirm)
Pricing,Advanced Pricing (for
formula, attributes, qualifiers, modifiers)
Shipping Execution (shipping transactions ex
delivery,trips,stops)
Manufacturing (for BOM Items, assemblies etc
before/after booking process)
Purchasing (for drop ship, internal sales
order, RMA receipts)
28) If aline is stuck at Shipped status, and is not
closed, then what is the
difference between running Workflow Background
Process in Inventory versus
Order management,coz running from Inventory is
pushing to AR ?
29) Does Order Header close immediately once all the
order lines statuses are closed?
No. The standard functionality of the Order
header closed an order header at
the month end even if all the lines are closed
in the middle of the month. So
even if we run the Workflow Background
Process for Order Header, the status
will not change to Closed for the Order
Header. However this does not stop
interfacing the lines to AR.
30) Can you explain the difference between the
Subinventory Transfer,Move Order,
Inter-org Transfer And Internal Sales Order?
31) Explain the process of backorder during the ship
confirm process.
We know that during the pick release
process ,if there is not enough quantity
the delivery line status will
automatically change to backordered. Now even
during the ship confirm, we can do a
back order. During pick release the quantity
has moved from source to staging
subinventory.
Sometimes we may not ship the entire
quantity that is pick released. The business
reason for this could be that we need
that material for some urgent or important
customers and hence we might partially
ship the quantity. And this is done in
the following steps as follows.
-- In the delivery line, the requested qty(say
100) and shipped qty is null. Let
us say we want to ship only 60 and not the
remaining 40. So in the shipped qty
you enter 60, so the backordered quatity will
be 40
-- In the ship confirm window, in the
unspecified quantities list box change it
to "Backorder". Then the 60 will be
shipped and the remaning 40 will need to be
pick released.
-- Now come to the sales order and look at the
lines, the original line will be
split into two lines one with 60 ,having
status of shipped and one with 40 having
a status of "Awaiting shipping".
-- Do an explict subinventory transfer back
from staging to source subinventory as
this will not happen automatically.
Hence understand the status
"backordered" ,the quantity needs to be pick released
again.
32). what is the difference between bookings
and revenue ?
typically revenue is referred to as current
sales while booking is referred to
as the projected future revenue.
33) what is the difference between
billing and invoicing ?
Billing is a generic term used for AR
invoices, credit memos,debit memos etc,
while invoicing information specifically
refers to AR invoices.
34) what is item conversion and customer
conversion ?
Lets say we have Oracle ERP A and ERP B and we
are trying to convert items
from A to B. Then, when you bring an item X
from A to B system, then that
id/code will be preserved.
The other option is to create corresponding
new items in system B for each
item in system A and then try to reference the
items from system A.
35) What is customer conversion and how
does it affect order management ?
Basically when we are integrating two systems,
then we need to bring in the
customers of one system to another,so we can
transact in the new system
i.e we can create orders.
Hence if we are bringing open orders from
system A to B, then we need to
do the item/customer conversion, because the
open orders in the new system
will be referring to the old item numbers or
customer numbers. For new
orders, that means the orders themselves are
created in the new system.
36) what is business alignment ?
Business alignment is basically business
aligning with IT. For ex, IT might
implement a new version of oracle ERP with new
features ,then the business
should agree to the change and be able to
adapt to the changes.
37). What is a Managed Service Point :
Means some company XYZ takes care of a
particular functionality (like billing
invoice,check printing) in some other company
,say like Cisco. And for this
service, cisco pays them a flat usually
monthly payment. Usually the managed
services provider works remotely from the
company i.e managed services offerer.
38). What are the checklist of items that happen
while booking the order ?
Scheduling,
Credit check,
Checking Hold if they exists,
Repricing,
Process Price adjustments (apply modifiers),
Payments (Authorization of credit cards)
Sales credit verified,
Constraints are validated,
System parameters are validated,
tax calculation,
Configuration Validation,
Workflow progress based on the type of order,
Shipping data are populated,
IB(Install Base), CZ(Configurator) are
populated.
39). How do you fulfill the software Orders versus
tangible item orders ?
For tangible items orders, fulfilment is shipping
the order; and the IB instances are
created once the item is shipped. For software
orders; the two ways of fulfillment are
Ship the cd box or fulfill it online (by downloading
etc);
If it is
fulfilled online, the IB instance is immediately created with out the serial
number;
And once
the product is shipped, that is when the IB instance can be updated
with the right serial#.(you cant put a serial#
on the box).
40). How do you ship the orders which you frequently
ship the items together ?
For ex, let us say you very frequently ship the
order consisiting of one cd, one hardware
token and one user manual. Then it makes sense to
group them into a BOM(bill of material)
Kit. That is a BOM of the type of Kit. A kit is a
group of components,but a kit itself is not
shippable although the component items are
shippable. Also ensure that the on hand exists
for all the component items so the pick release/ship
confirm will not fail.
41). what is defer interface (at ship confirm) in
order management ?
Basically at the time of ship confirmation, if
the Defer interface is checked/enabled
then the Interface Trip Stop program is not
run. If the Defer interface is not
checked/enabled then the Interface Trip Stop
program is run. The interface trip stop
program basically updates the
inventory,reduces the on hand quantity and also updates
the order lines status to closed from shipped.
42). At what point of time the onhand quantity gets
decremented ?
So once the ship confirm completes and if the defer
interface is not set, that is when the
inventory interface happens and the onhand
quantity is decremented to reflect the
correct status in inventory.
43). Once the order is shipped, how can we see the
delivery lines ?
Once the order is shipped, we can pull up that order
in the shipping transactions find form,
by selecting null from the line status field.
We can also run the report like "Shipped
Delivery Lines report" and provide the order number to
see the delivery# details etc.
Shipping
=> Interfaces => Run => Shipped Delivery Lines
report
44) Profile option for seeing the output file
?
The profile option to see the output file and the
log file is starting with "Viewer%"
45). you can have an item which is not inventory
item, but it could be a customer orderable item?
Yes. for ex, service item, which are not inventory
items (because they are not stockable/shippable) however a customer can order
the service item.
46). What are the different scenarios of ordering
service from OM ?
Consider these situations :
You can order service from OM for an item
which the customer has on the
same order
This is a simple case.
the customer already owns the
item,
Then you should know that order number,line#,shipment#,date of service start.
Done on the service tab.
or the item should be there in
Oracle installed base.
Then you should know the item instance# or item serial number,called reference
number in the form. And if the item does
not exist in the Installedbase,then you should create it manually.
47). where do you define a fulfillment flow. ??
Each order type will have a workflow for
header/line attached to it and the order lines
will flow those steps.
48). Does defer interface defer OM/AR interface ?
No the defer Interface is basically defers the
shipping module writing the status
back to the OM/inventory interface. However
only after this writeback(interface trip stop
program completion), the line status at the
order level changes from shipped to closed and
at the shipping line status changes from
closed to Interfaced.
And only after the Orderline status is
closed, it can be interfaced to AR(if it is an invoicable
item).
49). How do you fulfill a service item order
???
Lets us say there is a consulting service
order. Usually these kinds of orders
are fulfilled after the serviced is delivered.
the regular orders as fulfilled
once the item is shipped.while these orders
are fulfilled once the service is
performed and the timesheet is filled,approved
the appropriate authority and sent over.
50). Why is that in OM, once a sales order is
created for a customer, a credit hold is
automatically applied?
It may or may not be. It is decided by the
workflow process.
51). I understand that BOM's should be
defined if the warranty has to be automatically
created upon purchase of a product. What if
the customer does not implement BOM?
When you purchase OM, the basic functionality
of BOM is provided by default.
52). Does the workflow background process need to be
run with deferred processes yes?
Yes to clear the waiting processes,if any.
53). Can the delivery lines in Shipping module
be sourced from Other modules than OM?
The sources for the delivery lines are Order
Management,Project Contracts and Shipping.
54). What is credit managment module and what is its
functionality ?
Credit Management is a separate module which basically
checks whether the customer
credit is in good holding and if not,it will
put the customer order on hold.
Credit management can be hooked up to the
OM/AR/Collections as different touch points.
(just like ipayments module).
55). Is a move order created for a non-reservable
items ?
No, when you created a non-reservable item and
pick release a sales order for that item,
then there will not be a move order and hence
there will not be a reservation or
the item movement from the current
subinventory to the staging inventory.So the item
stays in the place where it is currently. This
is said to be looser inventory control.
55 a).What is the difference between pick releasing
a Reservable Item versus
Non-reservable Item?
Usually the inventory items are by
default reservable and when an order with
a reservable item is pick released ,
then during the allocation and transaction
process, the material reservation is
made and move order is transacted.
However when a order with a
non-reservable item is pick released, then during
during the pick release process,then
there is no allocation required.
56) What are the conditions under which the
inventory quantity can be driven
negative(for non-reservable items)?
Usually when the items are
non-reservable, then the pick release process will
not check for the item quantity and
there is no reservation involved. Hence
when you shipconfirm ,there is a chance
that sufficient quantity might not be
there to ship.
So if there is insufficient quantity in
an inventory organization ,&
if negative quantities are
allowed in that organization , &
if the item and subinventory both are
reservable (if an item is reservable
but a subinventory is not, the item
quantity in that subinventory is not
reservable),
Then if the above conditions are satisifed,
the inventory quantity can be
driven negative.
57). What are the consequences of allowing
/disallowing negative balances in inventory?
If you do not allow negative balances in your
inventory it will block any shipment
(delivery) where a line is shipping more than
the quantity available in inventory.
The error is generally human. You accidentally
enter a larger Ship Quantity than you picked.
The whole delivery will be stuck in the
Inventory Open Interface.
To solve the problem either go through the
entire delivery and find out which line
was overshipped. Then move the required
quantity to the staging area and resubmit
all the lines in the Inventory Open Interface.
Now run the Interface Trip Stop - SRS
in Order Management. This should do the trick.
Otherwise, allow negative balances in your
inventory. And resubmit etc. When the
delivery has been processed there will be a
negative balance in the staging area.
Research onthis. if the shipped quantity is more
than the requested quantity for the reservable vs non reservable items
do a copmlete flow on this. ??
58). How to create a Manual Delivery in OM ?
Navigate to Shipping Transaction Form
Ensure that radio button is on deliveries in
the top right corner (ie in "Search For" region)
Click On find button (You can enter a few
criteria to make the search faster)
Once the results screen opens, click on the
general create button green "+" icon at
the top left menu.
It will create a new record. Enter all
required details and save.
Now you can come to the shipping trx form
,find delivery lines for a sales order and
assign the manually created delivery above to
these delivery lines.
This can be understood in the way that when we
create a customer, the first thing
that comes up is the customer search screen,so
that we can find existing customers,so
that there are no duplicate customer entries.
59). what is the difference betweeen manual delivery
vs automatic delivery ?
Actually the difference is when you are creating
Automatically, the system will
create one delivery for the lines involved but
if you want to do it your way i.e.
either club deliveries or may be have a
delivery for each line seperately then it's of use.
To my knowledge if you don't have a seperate
Trip Planning or Delivery Planning department
it should be left to create aumoatically as
you won't be getting benefited much by that.
59). How do you fulfil an RMA order?
Standard tangible orders(with tangible items)
are fulfilled by physically shipping those
items. However return orders(like return only, rma
only, rma with credit etc) are fulfilled
after we receive that item into the inventory. So
the steps would be
- First book the rma order and note that order
#.
- then go to purchasing/receipts and in the
customer tab, receive that item
into inventory. check to see if the onhand
has increased,ensure that the
receving transaction processor is running.
60). What are the steps involved in shipping of an
ATO Item ?
For ATO model you cannot ship the item
immediately after booking. Please
find the following steps.
Click the actions button and select progress
order. This will run a concurrent
program called autocreate final
assembly. If you see the output of the
request you will get the job no.
Query the job in discrete job window and check
whether it is released.
If not release it.
Transact the job in move transaction form.
Complete the job
Now query your sale order and check the line
status. It will be Awaiting
Shipping.
Now you can ship the order.
61). What is lead time ?
The generic lead time definition suggests it
is the amount of time between the
placing of an order and the receipt of the
goods ordered.
Usually we can see it as the time difference.
So we can have different kinds of
lead times like Transit lead time &
Delivery Lead Time etc.
62). What is the difference between Operating
Unit Id and Inventory Org id?
As mentioned before, usually whenever we are
dealing with org id's in the
Purchasing,OM, we are referring to the
operating unit id, while in the
inventory we are referring to the inventory
org id.Now when we enter lines
in OM, we choose an inventory item id. Now
this inventory item is corresponding
to the inventory organization id that is
specified in the Warehouse id.
Actually the warehouse id corresponds to the
Inventory Organization Id.
Incidentally the warehouse id is present both
at the header level as well
as the line level. Also we can even
mention what is the subinventory from
which this item should come at the order line
level.
So what this effectively means is that we can
place sales orders having
two lines corresponding to the two different
inventory organization ids as the
warehouse id is present also at the line
level.
63). What are defaulting rules in Order Management ?
Generally while we are creating an order
online/offline, certain information
defaults based on the defaulting rules. these
defaulting rules can be defined from the
setup => rules => defaulting.
One important point to note here is that when
we create a default rule for each
attribute, we mention what is called the
default sourcing rules. Here we specify
the sequence in which this attribute will be
sourcing. An an ex, consider
a bill to attribute, we specify the sequence
as
shipto. billto
customer.billto
blanketheader.billto
agreement.billto.
which means if the shipto entity does not have
the billto info,then it goes
to the customer and gets the billto, and if it
does not find there to
it goes to blanketheader and gets it
etc.
64). Explain the terms, Manufacturer,
distributor,reseller, retailer?
A Manufacturer manufactures or
produces the goods etc.
A Distributor buys the goods from
the Manufacturer, stocks them and sells them
to the resellers or retailers(although he may
not stock them sometimes).
Reseller(also called Value Added
Resellers,VAR's) will get the goods from a distributor
and sells it to the consumers. Remember they
add value,rather than just selling like
that. For ex; they buy a computer and they can
add a one year ext warranty for that
for a price and then sell it.
Retailer is also a
reseller,however they usually dont add value,they just sell like that.
64a). What is the difference in buy-stock-sell vs
sell-source-ship model?
The traditional model of
buy-stock-sell is distributors will buy goods, stock and sell
them; in this model the lead time for the
order fulfilment is very less.
The new model is sell-source-ship
,where we take the order and source those orders
from an external supplier (at that point of
time) and then ship, here the lead time
is more,however it results in cost savings.
This is typically the drop ship model.
65). How does the receiving system recognize the
difference between receipt of a regular PO
versus drop ship PO???? i.e what is that
specific flag that recognizes the difference ?
I believe when an order line is marked
as with source type "External", then it make
an entry into a drop ship sources
store(i.e oe_drop ship sources which stores the
order header and line id info).
And when the receiving system looks for
a PO, it looks in this table if it is a drop
ship PO, and if it is then it does a
logical receipt of the goods.
66). What is the logical receipt of goods in the
system?
The logical receipt means the onhand quantity
does not go up in the inventory. Basically
the system increments and decrement in one
transaction and onhand remains same. This happens
in the case of drop ship PO receipt of goods.
67).How do you do a drop ship order across operating
units i.e you create an drop ship
order in US to ship a product from an
australia supplier to your australia customer?
Basically cross OU/ledger functionality is
available only in R12 and not in 11i.
The only difference is a couple of steps
First, set the receiving or in the sales order
line as cross OU,receiving org.
second, receive the PO in the desitination
OU/ledger and follow the same stepsfrom thereon. Third, intercompany
transactions for this transfer.
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