Order To Invoice

Order Management: Order to
Invoice
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Course Overview
This course will familiarize you with the Order to Shipment process
which will enable the Order Management team to perform the
following tasks:
Enter orders
View and maintain orders
Pick release and ship confirm
Course Objectives
Describe the order to shipment process flow.
View and maintain standard orders.
Enter RMA orders.
Run the Pick Release Program and ship confirm.
After completing this course, you will be able to:
Course Content
Topic Name Duration (Hrs)
1. Overview of Order to Invoice xx:xx
2. Order to Shipment xx:xx
3. View and Maintain Standard Orders xx:xx
4. RMA Orders xx:xx
5. Pick Release and Ship Confirm xx:xx
Total xx:xx
Topic 1: Overview of Order to
Invoice
Overview of Order to Invoice
This topic will provide you an overview of the Order to Invoice
process. It will also familiarize you with the following functions and
features of Order Management:
Workflows
Holds
Objectives
List the forms used to enter, view, and maintain orders.
Define workflows.
Explain the header and line level workflows.
Define the functions and features related to holds.
Define the features related to pick release and ship
confirmation.
After completing this course, you will be able to:
Order to Invoice Process Flow
Order to Invoice Business Flow
Understanding the Order to Invoice Process
The Order to Invoice flow describes the process for:
Entering orders for new or existing customers
Viewing and Maintaining orders
Reviewing and releasing orders
Running the pick material program
Shipping orders
Generating invoices
Entering Orders for New or Existing Customers
Oracle Order Management is used to enter orders for the following
items:
Hardware
Software
Media Kits
Options
Before entering an order, it is essential to verify the customer account
information. After the information is verified, access the Sales Orders
form to enter standard orders.
Peripherals or Accessories
Instructor Led Training Materials
Professional Services
Sales Orders Form Information
To access the Sales Orders form, use the following navigation path:
Navigator > Orders, Returns, Sales Orders > Sales Orders form
At the Header level, there are two tabs: Order Information and
Others
At the Line level, there are seven tabs: Main, Pricing, Shipping,
Addresses, Returns, Services, and Others
Sales Orders Form: Header Information
You can enter the following header information in the Order
Information tab of the Sales Orders form:
Customer, customer billing and shipping addresses
Order type
Price list and payment terms
Salesperson and sales credit
Currency and tax information
Payment and freight terms
Credit card number
General shipping information
Sales Orders Form: Header DFF
The Order Information tab also contains the Additional
Header Information Descriptive FlexFields (DFF).
It stores additional header information, which is specific to
Kronos, and is not part of a standard Oracle form.
A DFF appears in a form as an unnamed field enclosed in
brackets. To view the DFF window, click the DFF icon next to
the Total field.
Sales Orders Form: Line Information
You can enter the following information in the Line Items tab
of the Sales Orders form:
Ordered item, quantity (whole or decimal), scheduled ship
date, etc.
Pricing
Shipping
Addresses
Return information
Service information
Miscellaneous information such as the project number
Workflows
Order Management is seeded with Workflows which control
order processing. Set up order types and line types as follows:
Header flows must be attached to the order type
Line flows must be attached to an order type, line type, and item
type combination
Each line can follow a different flow.
You can have outbound and inbound lines on the same order.
Sample Header Flow
Sample Line Flow
Viewing and Maintaining Orders: Order
Organizer
The next step in the Order to Invoice process is to view and
maintain sales orders.
Use the Order Organizer to locate recent orders, orders on hold,
or orders past their requested shipment dates.
It is divided into two parts: Navigator tree view and the Search
Results form.
The Navigator Tree View contains Todays Order, two pre-defined
folders Personal Folders and Public Folders, and two pre-defined
queries. These enable easy access to customers orders.
The Search Results form is used to search orders and save a search
query and the results of the query. To access the Search Results
form, specify search criteria in the relevant fields on the Find Orders
form and click the Find button.
Viewing and Maintaining Orders: Find Orders
Form
Use the Find Orders form to query existing orders, order lines,
returns, and return lines. Use the following tabs to locate your
orders:
Order Information tab: Matches criteria against header level values
when finding orders.
Line Information tab: Matches criteria against line level values when
finding orders.
Advanced tab: Allows you to specify advanced controls, such as
whether to find closed orders or cancelled orders/lines.
Holds Information tab: Allows you to specify holds-related criteria. It
also finds hold sources required to be released.
Reviewing and Releasing Orders
The next step in the order to invoice process is to review and release
orders that are manually or automatically held.
For example, after the order is booked, the system applies a hold for
order administrators to review.
Three types of hold are applied to an order:
Order Administration Hold
Credit Hold (Workflow Hold)
Service Logistics Hold
Reviewing and Releasing Orders (contd)
You may apply a Sales Order Hold to any of the following entities:
Customers
Orders
Customer Site
Items
Warehouse
Use the Actions LOV to apply and release the holds from the
orders. Note that not all responsibilities have the rights to release
holds.
Reviewing and Releasing Orders (contd)
The following responsibilities can release holds from an order:
Order Management User US can release Order Administration
holds.
Receivables Users US can release Credit holds.
Service Logistics User US can release Service Logistics holds.
When you enter a hold expiration date, the holds are released
automatically on that date.
Test Your Knowledge
You have learned about releasing holds. Test your knowledge by
answering the following question.
Q. State whether the following statement is true or false.
All responsibilities have the right to release holds.
Select the correct option.
a. True
b. False
Running Pick Material Program
After a hold is released, the next step is to run the Pick Material
program. The pick release criteria can be entered manually if release
rules have not been created.
There are three methods for pick release and these are:
Online
Concurrent
Standard report submission (SRS)
The prerequisite for pick release is that the order containing the lines
must be booked.
Shipping Confirmation
The picking material process ends when the items are ship confirmed
out of the inventory.
There are various options to confirm ship quantity levels. They
include:
Ship entered quantities
Ship unspecified
Ship all
Back order all
Topic Summary
You are now able to:
List the forms used to enter, view, and maintain orders.
Define workflows.
Explain the header and line level workflows.
Define the functions and features related to holds.
Define the features related to pick release and ship
confirmation.
Course Content
4. Entering RMA Orders xx:xx
Total xx:xx
You will now learn more about:
Topic 2: Order To Shipment
Topic Overview
This topic will familiarize you with the order to shipment process in
detail and how to enter standard orders using the Sales Orders
form.
Topic Objectives
After completing this topic, you will be able to:
Verify account information.
Enter standard orders using the Sales Orders form.
Attach a message on an order.
List and explain the pricing concepts.
Topic Content
Sub-Topic Name Duration (Hrs)
1. Verifying Customer Information xx:xx
2. Order Entry xx:xx
3. Attachments/Messages xx:xx
4. Pricing xx:xx
Total xx:xx
Order to Shipment Process Flow
Verify Customer Information
Before entering an order, it is essential to verify the customer
account information.
Order Administrators will review the hardcopy document
received from the customer and query the system to see if the
customer account, bill-to and ship-to accounts, and
relationships are set up in accordance with the order form
presented to them.
This process flow is explained in the following slide.
Manage Customer Process Flow
Verifying Customer Information
While verifying customer information, you need to remember that:
For Direct orders: Ensure that the customer account entered has
Software installed.
For Dealer orders: Ensure that the customer account entered is that
of a Dealer.
For ADP orders: Ensure that the customer account entered is an ADP
account.
In these cases, the primary ship-to location and bill-to location will
default. If a customer account or address does not exist within the
Oracle database, a Customer Request form has to be submitted to
the Central Customer Registration group to create the account.
Topic Content
4. Pricing xx:xx
Total xx:xx
Order Entry: Methods
After the verifying customer information, you are ready to enter an
order. The following diagram explains the order entry method.
Configurator
While entering an order, you need to use the Oracle Configurator,
which is an add-on product in Order Management.
It enables you to use bills of material and establish rules for configure-
to-order (CTO) and validate option choices.
Customers can select from these available options when ordering
a product.
You can select options with an assemble-to-order (ATO) or a pick-
to-order (PTO) bill of material (BOM) even if you dont purchase
the Oracle Configurator.
Order Entry: Using the Sales Orders Form
You need to use the Sales Orders form to enter order/returns.
The following slides list and describe the relevant fields used to enter
orders.
Order Header and Descriptions
Type of transaction being
entered. This is a required
field. A relevant order type can
be selected from the LOV.
Customer name.
For a Dealer order, this will
always be a Dealer. For ADP, it
will always be an ADP
account. For a Direct order,
this represents a Software
Install AT location.
Customer Purchase Order
Number.
If the customer does not
provide a PO, the contacts
last name, or customer
identifying information
product, citymust be
entered.
Additional Header
Information DFF
Order Header DFF and Descriptions
If entering an order for a
license product, this is a
required field.
If the order is that of upgrade
type, the appropriate value is
selected from the LOV.
To link sales orders, the
existing contract number must
be entered.
The initials of the person
entering the order are entered
here. This is a required field
for entering appropriate DFF
information.
Other Header and Descriptions
The payment term defaults from
the customer account. The value
can be overridden using the LOV.
Any changes to the terms will
automatically place the order on
hold for credit review.
When entering Standard Orders,
this field does not display a
three-digit warehouse code .
Ensure that no values are
entered in this field, when
entering standard orders.
Line Items Tab Information and Descriptions
On clicking the
Line Items tab, the
header information
is saved and a
Sales Order
number is
generated
automatically.
Required Item
number is selected
from the LOV.
Specific
information about
the line item is then
automatically
displayed in
various fields.
Required quantity ordered. For ILT courses,
the total number of points being purchased
is entered, since all ILTs have a point value.
Line Status
Oracle Order Management displays the order line status in the Status
field on the Line Items Main tab and on the Summary and Lines tab
in the Order Organizer.
The following table lists the line statuses and their descriptions.
Description Line Status
Order line is successfully scheduled. When the
ship line logic starts, the order line status
changes to Awaiting Shipping.
Scheduled
Order is booked. Booked
Order is saved but not booked. Entered
Line Status (contd)
None of the delivery lines associated with that
delivery have been ship confirmed. This status
appears on the Additional Line Information
form.
Open
Order is booked but lines are not yet picked. Awaiting Shipping
These statuses appears on the Line Items Main tab of the Sales
Orders form.
Test Your Knowledge
You have learned about Line status. Test your knowledge by
If none of the delivery lines associated with that delivery have
been ship confirmed, the Status field on the Line Items Main
tab displays the Awaiting Shipping status.
a. True
b. False
Entering Standard Orders: Demonstration
In this demonstration, you will enter a standard order. You will
perform the following tasks:
Enter order header information.
Enter line information for:
A Software item
A Hardware item
A Media Kit
An Option
A generic ILT package
A BAYG ILT item
A Training CEG item
A Professional Services item
Duration:: 15 minutes.
Entering Standard Orders - Practice Activity
Refer to the scenario Entering Standard
Orders in the workbook.
Duration: 15 minutes.
Test Your Knowledge
You have learned about entering standard orders. Test your
knowledge by answering the following question.
If the Others tab of the Sales Orders form is accessed before
populating the Header DFF, the system displays an error
message stating that the Order Header is incomplete.
a. True
b. False
Test Your Knowledge
Q. While entering an order, which of the following fields are
required to be entered on the Additional Header Information
DFF of the Sales Orders form?
a. Territory
b. Flexfields Reviewed
c. Reference Original Invoice
Topic Content
4. Pricing xx:xx
Total xx:xx
Attachments/Messages
While entering orders, you may need to attach an internal message.
The Attachments functionality enables you to enter and display of
external and internal messages related to a specific record.
Attachments can be used extensively within Oracle and a single
message can be attached to numerous objects.
Attaching Messages to an Order
You can attach attachments to orders and order lines either
manually or automatically.
These messages can be viewed by clicking on the toolbar. This
will then display the Attachments form.
The messages are distributed into categories and a specific
sequence number will designate each category.
The categories and sequence numbers define the type of message,
the documents to print on (if applicable), and the location of the
message within a specific document.
Topic Content
4. Pricing xx:xx
Total xx:xx
Pricing: Item Pricing Flow
The following diagram explains item pricing in Oracle.
Base price
Discounts
Terms
Freight charges
Selling price
Order Management calls the Oracle Pricing Engine for prices
API
API return
Oracle
Pricing
Pricing: Functions
Through Oracle Order Management you can use the Oracle Pricing
Engine to:
Set up price lists
Define pricing attributes
Copy and adjust price lists
Set Government Service Administration
(GSA) pricing
Define pricing formulas
Set up modifiers so you can
adjust prices, have freight and
special charges and
surcharges
Set up limited qualifiers
Pricing: Functions
As the pricing engine receives transaction information, it prepares
pricing requests, selects price lists and modifier lists, and applies
price adjustments (benefits) to the transaction.
The pricing engine answers the following questions as it
determines a price:
What is the product hierarchy and what pricing attributes
pertain to this item or service? (Price Lists)
Who qualifies for prices and benefits? (Qualifiers)
How should the order price or order line price be adjusted?
(Modifiers)
Pricing Concepts
Listed below are the key concepts in Oracle Pricing.
Modifier: A modifier enables the Oracle Pricing Engine to set various
price adjustments a customer will receive such as discounts,
surcharges, freight, and special charges.
Qualifier: A qualifier is used to determine the customer eligibility to
receive a price adjustment or benefit. It can be linked to
Oracle price lists and modifiers.
Pricing Concepts
Listed below are key concepts in Oracle Pricing.
Attributes: Attributes are basic data elements used by the pricing
engine to determine the price of an item. These define
a customers eligibility to receive modifiers. The
Attribute Management feature in Oracle allows the
creation of new contexts (group of pricing elements
that have attributes linked to them) and attributes to
provide user defined data sources to help set pricing
rules.
Formulas: Formulas determine prices or modifiers based on a
formula or combination of factors.
Pricing Concepts
In other words:
Modifiers are used to define price adjustments (e.g. Discounts) and
freight and special charges.
A Modifier list is used to group modifier lines (header or line level
context), to apply to specific customer orders.
A discount is one type of modifier, used in conjunction with a Price
List
In order to utilize discounts, a Modifier List needs to be created, and
the Modifier Lines (specific discount values at the header or line
level) need to be associated with the Modifier List.
Pricing Concepts
In other words:
Qualifiers determine who is eligible for the modifier.
By defining qualifiers at the line and list level, Modifiers can be
product specific or apply to all products
An order needs to satisfy the Qualifier criteria for the Modifier List, in
order for the Modifier List items to be considered
Price List
A Price List is a list containing the base selling price per unit of a
group of items, item categories, or services offered.
Using the Price Lists form, you can manually create a Price List
and add items to it.
A secondary price list is used on an order if the product does not
exist on the primary price list chosen for the order.
This is often temporarily used to allow promotional items to be
ordered without having to add them to the primary price list and
then inactivate them.
Adding an Item to a Price List
If you need to add an item to a Price List, perform the following
steps:
Define a price list header.
When adding inventory items, the concurrent process does replace
existing items even if these are ineffective.
The Add Items To Price List form is accessed to select the price list
to which the item is to be added.
The next step is to select an Item Category Set, Item Category, and
Item Status.
To set the list price of the inventory item equal to its cost, the Set List
Price Equal to Cost From checkbox has to be selected.
Test Your Knowledge
You have learned about Pricing. Test your knowledge by
Q. Which of the following concepts determine the customer
eligibility to receive a price adjustment or benefit?
a. Modifier
b. Price List
c. Qualifier
d. Formula
Topic Summary
Add an item to a Price List.
Course Content
4. RMA Orders xx:xx
Total xx:xx
Topic 3: View and Maintain
Standard Orders
Topic Overview
This topic will familiarize you with viewing and maintaining standard
orders.
It will also discuss how to:
View additional information.
View adjustments.
Process Messages.
Cancel/purge orders.
Apply mass change.
Split lines.
Topic Objectives
Describe the functions of the Order Organizer.
View adjustments and additional information.
Locate orders using the Find Orders form.
Maintain sales orders.
Make order changes.
Explain the notification process.
Apply holds.
Cancel/Purge orders.
At the end of this topic, you will be able to:
Content
1. Order Organizer Overview xx:xx
2. Finding Orders xx:xx
3. Order Changes xx:xx
4. Notifications/Holds/Cancellations xx:xx
Total XX:XX
Order Organizer: Navigator Tree View
The Order Organizer is divided into two parts: Navigator tree view
and the Search Results form.
Navigator tree view: This contains Todays Order, two pre-
defined folders Personal Folders and Public Folders, and
two pre-defined queries. These enable easy access to
customers orders.
Order Organizer: Navigator Tree View (contd)
Todays Order displays all orders entered on a particular day by
the current user. You need to double-click the Todays Order icon
to view the results on the Search Results form.
Personal Folders display a list of queries previously saved by the
user. To organize and access the orders that are used on a regular
basis, you need to select the appropriate entry saved in this folder.
Public Folders enable the administrator to pre-define a set of
queries and make them available to all users.
Order Organizer: Search Results Form
To access the Search Results form, specify search criteria in the
relevant fields on the Find Orders form and click the Find button.
The Search Results form has two tabs - Summary and Lines.
The Summary tab displays a header level summary of orders and
returns corresponding to the folder selected in the Navigator tree view.
You can also change the order header information for multiple orders, by
selecting Mass Change from the Tools menu. Workflow status
information for an order can be viewed by selecting Workflow Status
from the Tools menu.
Order Organizer: Search Results Form (contd)
The Lines tab displays line level information of all lines across all
orders and returns corresponding to the folder selected on the
Navigator tree view.
You can also change the line information for multiple orders by selecting
Mass Change from the Tools menu.
The navigation path to access the Order Organizer is as follows:
Navigator > Orders, Returns > Orders, Returns
The following slide lists and describes the relevant fields of the
Order Organizer.
Order Organizer and Descriptions
The Search Results form is accessed by specifying
search criteria in the relevant fields on the Find Orders
form and clicking the Find button. It is also used to save
a search query and the results of the query.
The Navigator Tree
View contains
Todays Order, two
pre-defined folders
Personal Folders and
Public Folders, and
two pre-defined
queries. These enable
easy access to
customers orders.
Used to access the
Actions LOV. Manual
Holds are applied
and released using
the Actions LOV.
Test Your Knowledge
You have learned about the Order Organizer. Test your
The Order Organizer only allows you to locate orders past their
requested shipment dates.
a. True
b. False
Viewing Additional Information
You can also view additional information using the Order Organizer.
To view additional information on an order or line:
Select the appropriate order or line on the Search Results form.
Click the Actions button.
From the Actions LOV, select Additional Order Information or
Additional Line Information.
On the Additional Order (Line) Information form, select the
appropriate tab.
Viewing Adjustments
You can also view pricing adjustments that have been made to an order
and the reasons.
Access the Adjustments form and use the following tabs on the to view
adjustment information:
Adjustments
Modifiers
Reason
Accruals
To access the Adjustments form, select View Adjustments from
the Actions LOV.
Test Your Knowledge
Q. Which of the following tasks can you perform using the
Order Organizer?
a. Orders and returns
b. Adjustments and Modifiers
c. Attachments
d. Order history
e. All of the above
You have learned about viewing adjustments and additional
information. Test your knowledge by answering the following
question.
Content
Total XX:XX
Find Orders Form and Descriptions
The Find Orders form queries existing orders, order lines,
returns, and return lines based on the criteria entered.
To access the Find Orders form, use the following navigation
path:
Navigator > Orders, Returns, Orders, Returns > Find Orders
form
You can use the Find Orders form to search for order/returns
using:
Quotes that have been converted into orders can also be located
using the Find Orders form.
The following slide lists and describes the tabs of the form.
Order Number
Customer Number
Status
Order Source etc.
Source of the order.
If Order Capture
Quotes is selected
from the LOV, the
quotes that have
been converted to
orders can be viewed
on the Search
Results form.
Matches criteria
against header level
values when finding
orders.
Matches criteria
against line level
values when finding
orders.
Allows the specification of advanced
controls whether to find
closed/cancelled orders
Allows the specification of holds-related
criteria. It also finds Hold Sources required
to be released.
Maintaining Sales Orders: Demonstration
In this demonstration, you will maintain sales orders. You will
View quotes that have been converted to orders.
Maintaining Sales Orders: Practice Activity
Refer to the scenario Maintaining Sales
Orders in the workbook.
Test Your Knowledge
Q. Which of the following fields are accessed to locate quotes
that have been converted to orders?
a. Order Number
b. Order Source
c. Customer Number
You have learned about Find Orders Form Overview. Test your
Content
Total XX:XX
Order Changes: Mass Changes/Splitting Lines
An order can be changed by:
Making mass changes
Splitting lines
Using the mass change function, you can:
Change order attributes at the order header or line level
Cancel orders and lines
Assign sales credits or discounts at the order header and order line
level
Apply and release holds
Order Changes: Applying Mass Changes
To apply mass changes, perform the following steps.
In the Order Organizer, query the orders or returns headers
or lines to mass change.
Press the Ctrl key while clicking on each order or return
header or line to change.
On the Tools menu, select Mass Change to access the
Order Mass Change form.
Enter your order level mass changes in the Main, Pricing,
Shipping, and Addresses tabs.
Click the OK button.
Test Your Knowledge
Q. Which of the following actions can you perform using the
mass change function?
Select the correct options.
a. Change order attributes at the order header or line level
b. Cancel orders and lines
c. Apply and release holds
You have learned about mass changes and splitting lines. Test
your knowledge by answering the following question.
Order Changes: Splitting Lines
You can also split order lines to meet business requirements.
For example, a customer may ask you to ship part of an order line to a
different location or on a different date.
To process a split, split the original sales order line using the Sales
Orders form in Oracle Order Management and Oracle Shipping
Transaction form in Shipping Execution, and make changes to it and
to the new line.
Content
Total XX:XX
Notifications/Holds/Cancellations
If you need to stop an order from processing, there are three ways of
doing so. These are:
Not respond to workflow notification
Apply holds
Cancel/purge
These topics will be covered in detail in the following slides.
Notifications
Notifications either alert individuals or ask them to perform an action.
The workflow engine sends notifications to both external and internal
individuals. To access notifications, you need to:
Specify criteria with which to search them, for example,
status, type, subject, sent, due, priority, if delegated.
View the details of each notification.
If requested by the notification, reply to the notification or
forward the notification to another individual.
The Responding to Notification process flow is explained in the
following slide.
Notification Process Flow
The following diagram explains the Responding to Notification
Process:
Order taken
Order entered
Notification sent. Can the order
continue in the flow?
Reject?
Order
held
Approve?
Order continues processing
Process Messages
While processing an order, if an error occurs, the workflow engine
generates messages. You can view these messages in the View
Messages form.
You can view the message details on the Process Messages form.
To proceed, click one of the following manual approval actions to
move orders or lines forward:
Progress Orders
Resume Workflow Process
Retry
Reassign
Apply Holds
You can apply a hold to an order, which temporarily prevents an
order or order line(s) from progressing through the order cycle.
Orders on hold are not shipped immediately. They are held for some
time and are released for shipping at specified time intervals (daily,
weekly etc. as specified by the customer) along with other similar
orders.
You can temporarily apply a hold automatically or manually based on
a set criteria you define.
Apply Holds (contd)
If an order is on hold, and you attempt to update any field fields, you
will be prompted by a message within a dialog box.
The message directs the user to take action depending on
whether the changes are made at the header or the lines.
The workflow engine sends notifications to both external and
internal individuals.
Types of Hold
In Kronos, you can apply three types of hold:
Credit Hold: This is applied automatically when orders
exceed credit limits. You may opt to have Credit Checking
occur at sales order booking, at shipping, or both. This hold
can only be released by Receivables User US.
Service Logistics Hold: This hold can only be released by
Service Logistics User US.
Order Management Hold: All other types of hold can be
released by Order Management User US.
Managing Sales Order Holds: Demonstration
In this demonstration, you will manage sales order holds. You will
Apply a manual hold on an order.
Releasing Credit Holds on Sales Orders:
Demonstration
In this demonstration, you will release credit holds. You will perform
the following tasks:
Release credit holds on sales orders.
Test Your Knowledge
Q. Which of the following forms do you use to apply hold on an
order?
a. Search Results
b. View Adjustments
c. Apply Holds
d. Find/Enter Customers
e. All of the above
You have learned about holds. Test your knowledge by answering
the following question.
Notifications versus Holds
You have learned about notifications and holds.
The following table lists the difference between notifications and holds.
Notifications Holds
Placed on order headers and
order lines by creating processes
that stop and send notifications
for action at certain points.
Placed on order headers, order
lines, customers, sites, and items
that stop an order anywhere in the
order flow.
Removed when the person
notified responds to the
notification.
Removed manually at any time or
automatically by setting up a hold
until (expiration) date.
Cancel/Purge Orders
Oracle allows you to cancel order/returns.
However, note that cancellation is irrevocable. If you accidentally
cancel an order, you have to copy the order and start with a new,
unbooked order.
You can:
Set up constraints for cancellations
Cancel orders, returns, or individual lines
Cancel orders manually via Order Import
Cancel/Purge Orders (contd)
To cancel an order, perform the following steps:
On the Order Organizer: Search Results form, select the
appropriate order.
From the Actions LOV, select Cancel Order/Line.
Select either Cancel Selected Line/Orders or Cancel
Remaining Lines.
Type the cancellation reason in the Reason field.
Click the OK button.
Cancel/Purge Orders
Even when you need to purge an order, remember to take a back up,
archive, or warehouse your orders before you purge them.
Following are the prerequisites before you can purge an order. An
order must:
Be closed
Have no open activity associated with it including:
Work orders
Invoices
Returns
Requisitions
Test Your Knowledge
You can make changes to an order that has been cancelled.
a. True
b. False
You have learned about canceling/purging orders. Test your
Topic Summary
Describe the functions of the Order Organizer.
View adjustments and additional information.
Locate orders using the Find Orders form.
Maintain sales orders.
Make order changes.
Explain the notification process.
Apply holds.
Cancel/Purge orders.
Course Content
4. RMA Orders xx:xx
Total xx:xx
Topic 4: RMA Orders
Topic Overview
This topic will familiarize you with returns.
When a customer returns orders to you, Order Management
enables you to authorize the return of your sales orders and the
sales made by other dealers or suppliers.
You can use the Sales Orders form to enter, view, and update
these returns material authorizations (RMAs) for your customers
Topic Objectives
List the various types of RMA.
Process RMAs.
Receive RMAs.
Explain the drop ship return flow.
Invoice RMA.
After completing this chapter, you will be able to:
Content
1. Types of RMA xx:xx
2. Process RMAs xx:xx
3. Receive an RMA xx:xx
4. Drop ship return flow xx:xx
5. Invoice RMA xx:xx
Total XX:XX
Standard Return Process
Types of RMA
Order Management enables you to authorize returns for
replacement that is returned with or without credit.
If you require that items be returned for credit, Order Management
can prevent customer credits until the items have been inspected.
The following concepts will familiarize you with the various types
of RMA.
RMA with credit only
You can issue a credit without the customer returning the product.
Accept returns for credit by applying credits to original invoices or
creating on account credits.
Types of RMA (contd)
of RMA.
RMA with receipt and credit
Customer returns a product and receives credit.
RMA with receipt and no credit
Your customer returns a product you sent to them on a trial basis or
at no charge, therefore they receive no credit.
RMA with repair
When a damaged product is returned, the company repairs and
returns it to the customer.
Types of RMA (contd)
of RMA.
RMA with replacement
When a product is returned, the company sends a replacement rather
than issuing a credit.
Returned item fails inspection
When a product is returned, company inspects product and sends the
product back to the customer.
Test Your Knowledge
Q. Which of the following best defines RMA with repair?
You have learned about types of RMA. Test your knowledge by
a. When a product is returned, the company sends a
replacement rather than issuing a credit
b. Customer returns a product and receives credit
c. When a damaged product is returned, the company
repairs and returns it to the customer
Content
Total XX:XX
Processing RMAs
All return order flows begin with booking and end with closing.
However, you may need to perform certain approvals steps for RMA
order flows.
To enter RMA orders, use the Sales Orders form. You can also use
this form to:
Create replacement sales orders for your RMAs.
Update and issue credit orders for your customers to return
goods to you.
Send order acknowledgements for return as well as outbound
orders.
Authorize returns.
Processing RMAs: Entering RMA Orders
You can enter RMAs using the following methods:
Entering an un-referenced RMA
Entering a referenced RMA
Original sales order
Original purchase order
Invoice
Item/serial number
Copy from another order/RMA
Import an RMA (from 3rd party systems)
Processing RMAs: Entering Returns in the Sales
Orders Form
You need to use the Sales Orders form to enter order/returns.
The following slides list and describes the relevant fields used
to enter orders.
Return Header and Descriptions
For an RMA with repair, select
Depot Repair from the LOV.
For an RMA with replacement,
select Depot Exchange.
Additional Header
Information DFF
Return Header DFF and Descriptions
Reference original invoice
number.
For Depot Repair and Depot
Exchange orders, and when
there is a change in contract,
it is essential to enter this
field.
Reference original order
number.
For Depot Repair and Depot
Exchange orders, and when
there is a change in contract,
it is essential to enter this
field.
Case number assigned to an order.
For Depot Repair and Depot Exchange
orders, it is essential to enter this field.
Line Information and Descriptions
Reason why the
product was
returned. If Depot
Repair is selected
from the LOV, the
company repairs
and returns the
product to the
customer.
Enables to enter
the lot and serial
numbers that the
customer reports
for a return line.
The Additional Line
return Information
form is displayed
on clicking this
field.
Returns Tab Information
On the Returns tab of the Line Items tab, you can enter all the
data for a return line or you can use reference sources to speed
data entry.
A reference source is a feature in Order Management that
supplies default information to the return line. It can be a sales
order line or invoice line.
You can reference a sales order either by the sales order
number or a purchase order number you entered on the
sales order.
You can reference an invoice by the invoice number. After
you specify a reference number, you must specify which
line on the document the customer is returning.
Returns Tab Information (contd)
Order Management takes the item, quantity, unit, credit (selling)
price, original price adjustments, and original sales credits
information from the reference line and defaults it on the return
line.
The selling price defaults as the credit price on the return. You
can modify this amount through price adjustments.
Entering RMA Repair Orders: Demonstration
In this demonstration, you will enter repair orders. You will perform
the following tasks:
Enter a return order.
Enter return order line information.
Enter a replacement line on the RMA order
Entering RMA Repair Orders: Practice Activity
Refer to the scenario Entering RMA
Repair Orders in the workbook.
Creating RMA via Copying
You can also create a return for an order or order line using the Copy
feature in Oracle.
To create a RMA via copying, perform the following steps using the Copy
Order/Lines form:
Create a new order with the RMA order type. Here, you need to manually select the
order type.
Choose the line type for RMA lines to be created.
Append lines onto an existing RMA order .
Copy the pricing information, such as discounts, from the original order.
Re-calculate your prices based on the given current pricing date.
Copy the sales credit information from the originating order.
Retain the key information of the originating order. The copy order function will stamp
the copied to the order line with the reference information and original system
reference information.
Test Your Knowledge
Q. Which of the following can be used to enter a return using the
copy feature? :
a. Navigator and Inventory Order
b. Apply Holds and Find Messages forms
c. Process Messages and Setup forms
d. Organizer and Sales Orders form
You have learned about entering RMA via copying. Test your
Entering RMA Replacement Orders
When damaged or defective items are returned, you issue an RMA for
the original order and manually process a new order line for the
replacement item.
You need to create a replacement order for any RMA regardless of the
return line type used.
However, if:
RMA generated
a credit to the
customer
You require the
replacement order
to use a workflow
that includes the
Invoicing Activity so
that your customer
receives an invoice
for the replacement
order.
RMA did not
generate a
credit to the
customer
You require the
replacement
order to use a
workflow that
does not include
the Invoicing
Activity to avoid
double-billing
your customer.
Entering RMA Replacement Orders: Demonstration
In this demonstration, you will enter replacement orders. You will
Enter a return order.
Enter the replacement line on the RMA order.
Entering RMA Replacement Orders: Practice
Activity
Refer to the scenario Entering RMA
Replacement Orders in the workbook.
Test Your Knowledge
Q. Which of the following fields are required to be entered on the
Returns tab while entering returns?
You have learned about entering RMA repair and replacement
orders. Test your knowledge by answering the following question.
a. Return Reason
b. Reference
c. Line Type
Returning Configurations
Configuration returns are special class of returning items and are
unique to a sales order because:
Customers may choose different options on each order line
Underlying bill of material may change between orders
When returning a configuration, it is useful to copy the original
sales order or have a reference source to tie the return to the
sales order or invoice.
Returning Configurations (contd)
These are applicable for both ATO and PTO configurations.
You can receive in Oracle Purchasings receiving module
only if the item is returnable, shippable, stockable, and
transactable.
You can receive credit only if return lines are interfaced to
AR.
Return lines are interfaced to AR only if the item has
appropriate invoicing attributes and the lines flow has
invoicing activity in it.
You can create a return if an item is returnable. However,
you need to set the class to be returnable.
Entering RMA Sales Credit
Order Management automatically manages your sales credits
when interfacing a credit memo to Oracle Receivables.
If you create an applied credit memo, the sales credits from the
original invoice are reduced accordingly, regardless of the sales
credits entered on the return.
If you create an on account credit from a return, sales credits are
reduced according to the sales credit information you enter on
the return.
Entering RMA Sales Credit (contd)
To enter an RMA sales credit, select the appropriate return in the
Order Organizer and perform the following steps:
From the Actions LOV, select Sales Credit.
On the Header Sales Credit form, enter the following
information:
Header and detail information for a return or query
an existing return
Sales credit type
Salesperson
Percentage of sales credit to the sales person
Test Your Knowledge
Q. To authorize additional credit for the return, you can create a
credit memo directly in_______________.
You have learned about entering RMA sales credits. Test your
a. Oracle Automotive
b. Oracle Shipping Execution
c. Oracle Receivables
d. Oracle AP
Processing Constraints
While entering returns, remember that Order Management has
imposed the following constraints by default:
You cannot update an RMA line after it is booked. This is because order
type and line type are associated with the workflow, and updating is not
enabled after workflow processes have been started.
The order source information is retrieved upon the creation of the RMA
and cannot be changed.
You cannot cancel quantities already received.
You cannot cancel an entire return after the receipt has been created.
You can set up constraints to control when cancellations are allowed.
Cancel either manually or by EDI and order Import.
You can do mass cancellations from the Order Organizer
Content
Total XX:XX
Receiving Returned Goods
You receive RMAs in Oracle Purchasing, the way other planned
receipts are received.
Upon receipt creation, Oracle Purchasing calls an Order
Management API to pass the amount received to Order
Management as well as invoke continue activity for the
workflow of the RMA line.
If any partial amount of the returning quantity is accepted,
Order management splits the lines into one part that is fully
received and one part that is not.
When the full returning quantity is accepted, the remaining line is
then fulfilled.
Receiving Returned Goods: Exceptions
There are few exceptions while receiving RMAs and these are as
follows:
Oracle Purchasing enables you to over-receive against an
RMA based on the over receipt tolerances you have set up.
After you receive an amount against an RMA line, it cannot
be transferred to another RMA line.
When an item is over-received in Oracle Purchasing, the
RMA lines status is set to Received, which enables Order
Management either to close the RMA line or to generate a
credit, depending upon the workflow.
Receiving Returned Goods: Exceptions (contd)
follows:
If Order Management generates a credit, the total credit is
either for the amount booked or the amount received,
depending on the overship invoice basis for the line.
To authorize additional credit for the return, you can create a
credit memo directly in Oracle Receivables.
When a customer returns less than the quantity authorized
on the RMA and have no intention of returning the full
quantity, the system can cancel the remaining amount on
the RMA line. However, for this you need to set up under-
receipt tolerances.
Receiving Returned Goods: Exceptions (contd)
follows:
The line's status is set to fulfilled, which enables Order
Management either to close the RMA line or to generate a
credit depending upon the workflow.
If Order Management generates a credit, the total credit
does not exceed the original quantity authorized by the RMA
less the cancelled quantity.
Content
Total XX:XX
Drop Ship Return Processes
The Drop Shipments feature enables the customer to ship the
item directly to your supplier.
In such a case:
If your business has no physical contact with returned items,
the receiving activity enables you to track the return for
accounting purposes.
If you choose not to account for the returned item in inventory,
you need not include the receiving activity in your order flow.
You, however, need to assign the workflow to a transaction
type.
Drop Ship Return Processes (contd)
The Drop Shipments feature enables the customer to ship the
item directly to your supplier.
In such a case:
If the buyer enters a return in Oracle Purchasing then, enter an
issue transaction in Oracle Inventory, or perform a similar
action depending on your business.
If the customer returns the drop-shipped item to you and you
retain it in inventory then, process the RMA as you would for a
standard return.
Content
Total XX:XX
Invoicing RMA
To process RMAs, your workflow must include the invoicing
activity, especially when the material is not expected to be
returned.
Invoicing Activity provides communication from Order
Management to Oracle Receivables regarding returned items,
quantities, sales credits, types of credits, etc.
If the return workflow includes the invoicing activity, you can
create applied credit memos or on account credits from your
returns.
Invoicing RMA (contd)
Using a reference source, you can populate the Credit to
Invoice field on the return line, and the return creates an applied
credit memo.
Using an invoice as a reference source, it defaults as the credit to
invoice. If you leave the field blank, the return creates an on
account credit. If you do not use a reference source, you cannot
specify a credit to invoice.
Topic Summary
Process RMAs.
Receive RMAs.
Invoice RMA.
Course Content
4. RMA Orders xx:xx
Total xx:xx
Topic 5: Pick Release and Ship
Confirm
Topic Overview
This topic will familiarize you with the Pick Release and Ship
Conformation process.
The Pick Release engine finds and releases eligible order lines that
meet the release criteria. It creates Move Orders that move the
inventory to staging areas; and optionally, calls Inventory Pick
Release to reserve items and print the pick slips.
The material picking process ends when the items are shipped out of
the inventory. Ship-confirming the items removes the existing
reservations and issues the sales order transaction.
Topic Objectives
After completing this topic, you will be able to:
List the functions of the Pick Release engine.
Define three methods of pick release.
Pick confirm an order.
Ship confirm an order.
Create deliveries.
Content
1. Functions of the Pick Release Engine xx:xx
2. Methods of Pick Release xx:xx
3. Pick Confirm xx:xx
4. Ship Confirm xx:xx
5. Creating Deliveries xx:xx
Total xx:xx
Functions of the Pick Release Engine
The Pick Release engine allows you to Pick Release all items together
on a trip or stop. You can also Pick Release items together on a
delivery.
With this new engine, you can Pick Release using a one, two, or three-
step process.
One-step process: Select both the Auto Detail checkbox and set the
Auto Pick Confirm to Yes on the Inventory tab when you run Pick
Release. This means that the Pick Recommendation is automatically
created and Pick Confirmed without any manual intervention.
Functions of Pick Release Engine (contd)
Two-step process: Select the Auto Detail checkbox. This creates a
Move Order that is automatically detailed but enables you to view the
Pick Recommendation and provides the opportunity to change
quantity, location, and subinventory, and to report a missing quantity at
the Pick Confirmation step in the Transact Move Orders form.
After you have made your changes, you can transact the Move Order
to Pick Confirm the inventory.
Three-step process: Do not select the Auto Detail checkbox and set
the Auto Pick Confirm poplist to No. This creates a Move Order that
you can manually or automatically detail in the Transact Move Orders
form. You can then transact the Move Order to Pick Confirm the
transaction.
Test Your Knowledge
In the one-step process, Pick Recommendation is automatically
created and Pick Confirmed without any manual intervention.
a. True
b. False
You have learned about the Pick Release Engine. Test your
Content
Total xx:xx
Methods of Pick Release: Online
There are three methods of pick release and these are:
Online
Concurrent
Standard Report Submission (SRS)
Online Pick Release
You can pick release one order immediately. This will eliminate the
time spent waiting for the order to process through the Concurrent
Manager queue. Use the Release Sales Orders For Picking form to
enter the following details
Order Number
Order Type
Item
Customer
Orders (required)
Methods of Pick Release: Concurrent
Concurrent Pick Release
You can pick release using the Release Sales Orders function. You
can run Release Sales Orders for Picking in the background. This
enables you to run other processes simultaneously.
Use the Release Sales Orders For Picking form to enter the
following details:
Order Number
Order Type
Item
Customer
Orders (required)
Methods of Pick Release: SRS
Standard Report Submission (SRS) Pick Release
You can run a specific release at the same time every day. SRS runs
pick release in the background multiple times.
From the Release Sales Orders For Picking form, access the
Parameters form to enter the following details:
Release rules name
(required)
Batch prefix
Name (required)
Parameters
Release Sales Order For Picking Form
Information
To access the Release Sales Orders For Picking form, use the
following navigation path:
Navigator > Shipping > Release Sales Orders > Release Sales
Orders For Picking form
This form has three tabs:
Order
Shipping
Inventory
The following slide will describe the important fields and buttons on
the Order tab.
Release Sales Order For Picking Form: Order Tab
This button is accessed for
Online Pick Release.
This button is accessed for
Concurrent Pick Release.
This is first and required
field to be entered for pick
releasing. If a Depot Repair
item is getting pick
released, select 1R1
Customer Repair from the
LOV. Information on
order/return defaults based
on this value.
Content
Total xx:xx
Detailing
Pick Release creates Move Order Lines. In order to release those
lines to the warehouse and print pick slips, the lines must be detailed.
Detailing is the process in which the Pick Release engine generates
transaction line suggestions.
If no reservations previously existed, the detailing process for a Pick
Wave Move Order Line creates a high level (organization level)
reservation on the material.
You can choose to do this immediately after the Move Order Lines
are created, or postpone this step until a later time.
Note that postponing the detailing process may be employed by
organizations that pick release across multiple warehouses but prefer
to allow each warehouse to determine when to release order lines to
the floor.
Detailing (contd)
Detailing the order lines immediately after they are created is called
auto-detailing.
Postponing the detailing process is referred to as manual-detail.
You can set up a default detailing mode in the Shipping Execution
organization parameters. This default can be overridden at each
Pick Release.
Pick Confirmation
The Move Order Line Details (transaction lines) created by the
detailing process must be transacted to confirm the material drop-off in
staging. This process is called Pick Confirmation.
Pick confirmation:
Executes the subinventory transfer that moves the
material from its source location in the warehouse into the
staging location.
Automatically transfers the high level reservation to a
detailed reservation (including lots, subinventory,
revisions, and locators) in the staging location.
Pick Confirmation (contd)
At pick confirmation, you can:
Report a missing quantity or
Change the transaction line if the picker chose to use
material from a different lot, serial, locator, or
subinventory.
If an organizations picks deviate from the suggested picking lines and
the overhead of requiring a Pick Confirmation is unmanageable, the
Pick Confirm transactions can occur immediately after the lines are
detailed. This option is called auto pick confirm.
Pick Confirmation (contd)
You can set up a default Pick Confirm policy in the Inventory
Organization parameters. This default can be overridden at each
Pick Release.
Note that even if an automatic pick confirm is employed, the material is
only transacted to the staging subinventory and reserved.
You can still manage any discrepancies found, by deleting the
reservation and transacting the material back to its original
subinventory.
Staging Location
The destination subinventory on the Pick Wave Move Order is the
staging location into which the picked material should be deposited.
Each organization should designate at least one staging subinventory:
Destination subinventory of Pick Wave Move Order
Same location for each batch created
Specified in Shipping Execution Organization
parameters
Can be changed at Pick Release
Pick Material: Demonstration
In this demonstration, you will run the Pick Material Program. You will
Release the order to process outbound shipment
Run the Pick Release Concurrent Program
Duration: 15 minutes
Pick Material: Practice Activity
Refer to the scenario for Pick Material in
the workbook.
Backorder at Pick Release
When the system determines insufficient inventory at the time of
inventory allocation, it automatically splits the line if partial quantities
are released and changes the status to Backordered for the
unreleased quantity.
This picking status is generated by Auto Backorder. This is explained
in the following slide.
Test Your Knowledge
You have learned about the Pick Release program. Test your
Q. Which of the following methods are used to perform pick
release?
a. Online
b. Concurrent
c. SRS
AutoBackorder Routine
Auto Backorder Routine is divided into two parts:
Split delivery line
Update the Move Order Line
AutoBackorder Routine: Split Delivery Line
Split Delivery Line
The detailed quantity remains on the original line. The status of the
original line is progressed.
If the status was Submitted for Release, it changes to
Released.
If the status was Released, it changes to Staged.
If the status was Staged, it changes to Shipped.
The difference between the requested quantity and the detailed quantity is
indicated on the second line (the new line resulting from the split).
The status of the new line is Backorder. The new delivery line will have no
value in its move order line reference field. A new move order line for this
delivery line will be created when the delivery line is pick released.
AutoBackorder Routine: Update the Move
Order Line
Update the Move Order Line
Shipping will call Inventory to change the requested quantity on the move
order line. The new requested quantity should equal the allocated
quantity.
Content
1. Functions of Pick Release Engine xx:xx
Total xx:xx
Ship Confirm
The material picking process ends when the items are ship confirmed
out of inventory.
You have various options to confirm ship quantity levels and these
include:
Ship entered quantities
Ship unspecified
Full
Back ordered
Staged
Ship all
Back order all
Use the Shipping Transactions form to ship material and check the
status on the Delivery tab of the Delivery form.
Shipping Transactions Form
The Shipping Transactions form contains major modifications, which
support many new features, such as trips, stops, delivery legs,
deliveries, and delivery lines.
It is composed of a Query Manager and a Data Manager.
Data Manager: Enables you to modify data (Plan Trips, Stops, Deliveries,
and Lines and Containers)
Query Manager: Enables you to specify and find entities and defines and
saves queries
Shipping Transactions Form (contd)
Using the Shipping Transactions form, you can:
Plan trips and deliveries
Confirm shipments (trip, stops, and deliveries)
Explode and enter souring material information for delivery lines, support
multileg shipments (for shippers who have their own shipping fleet)
Access all shipping functionality (invoke forms and reports).
Shipping Transactions Lines/LPNs Tab
Information

Displays the delivery
status. If the status is
Staged/Pick Confirmed, the
delivery line is successfully
pick released.
On clicking this button, the
Delivery form is displayed.
Use the scroll bar to scroll right of the tab to access the
Shipped Quantity field. The shipped quantity must be
entered for ship confirmation.
Line Status
Oracle Order Management displays the delivery line status in the Line
Status field on the Lines/LPNs tab of the Shipping Transactions
form.
A delivery line may be in this status when it is
interfaced manually into Shipping, is not scheduled
and has no reservations. When lines are imported
automatically from OM this status is not used.
Not Ready to Release
Pick Release has started but not completed. Either
no allocations were created or allocations have not
been Pick Confirmed.
Released to Warehouse
Order line is booked and passed to Shipping
Execution. It is now a delivery line that is eligible for
Pick Release.
Ready to Release
Line Status (contd)
form.
The delivery line is successfully pick released. It
occurs after pick confirm to indicate subinventory
transfer from source location to staging location is
complete. Lines are staged until they are ship
confirmed.
Staged/Pick Confirmed
The delivery associated with the delivery line(s) is ship
confirmed.
Shipped
The delivery line is pick released but no allocations
were created or partial allocations occurred.
Backordered
Line Status (contd)
form.
This delivery status indicates that the delivery line is
either shipped or backordered and the trip stops are
open.
Confirmed
This delivery status indicates that the delivery
associated with the line is ship confirmed and the pick
up stop is closed.
In Transit
Backorder at Ship Confirmation
Backordering also happens at Ship Confirmation either by:
Backordering the entire delivery, in which case all delivery lines that
are associated with the delivery will receive a picking status of
Backordered
or
The user can enter a shipped quantity of less than the requested
quantity to backorder a partial quantity of the items being shipped.
Backorder at Ship Confirmation: Scenario 1
In the backorder process, material may or may not exist. In the case
where the material does not exist, the backorder process is used to
identify inventory discrepancies.
For example, the system allocates the complete requested quantity at
Pick Release based on availability. When the picker physically
accesses the picking location, the quantity available to pick is less than
the quantity the system determined as available.
Backorder at Ship Confirmation: Scenario 1 (contd)
As shipper, you then have to enter the actual quantity available in the
Shipped Quantity field.
The result of the Ship Confirm action is as follows:
The line is split into two lines. One line will indicate the entered quantity
as shipped quantity and have a pick status of Shipped and the other
line will indicate the unshipped quantity with a status of Backordered.
Backorder at Ship Confirmation: Scenario 2
Another case is when the material being shipped is available and is
being backordered for specific business reasons.
For example, all available material has been allocated to a specific
customer, when you are informed that additional supply for other orders
will be delayed. Another customer will have a down production line
situation if some of the allocated material doesnt reach right away.
A decision could be made to ship a partial quantity to one customer
and backorder enough quantity to accommodate the down line
situation.
At the ship confirmation step, you need to enter a partial ship quantity
for the material.
Backorder at Ship Confirmation: Scenario 2 (contd)
At Ship Confirmation the line is split into two lines. One with a status of
Shipped for the entered quantity and one with a status of
Backordered for the unshipped lines.
The physical material for the backordered material systematically
resides in the staging location. A manual sub-inventory transfer is
required if the desired location of the backordered material is another
location.
Pick Release could be run again for the down line customer and the
system will allocate the material that was previously allocated to the
backordered lines to the down line customer.
Ship Material: Demonstration
In this demonstration, you will ship material. You will perform the
following task:
Ship Confirm an entire delivery
Ship Material: Practice Activity
Refer to the scenario for Ship Material in the
workbook.
Test Your Knowledge
You have learned about the Ship Confirmation. Test your
Q. Which of the following reasons are responsible for
backordering at Ship Confirmation?
a. User enters a shipped quantity less than the requested quantity
b. Insufficient inventory.
c. Available material is allocated to a customer and additional
supply for other orders are delayed.
Post Ship Confirmation Rules
After an order is shipped confirmed:
Ship confirm splits Stage Quantities on each line. If a nonzero Stage
Quantity exists on a line, this is split off from the line and is unassigned
from the delivery.
A new check box for creating a delivery with split-off staged quantities
provides the ability to group all staged lines together in a new delivery
A delivery can be completely backordered, creating move orders for
each backordered line and closing the delivery.
Content
1. Functions of Pick Release Engine xx:xx
Total xx:xx
Creating Deliveries
To create deliveries, from the Shipping Transaction form, access the
Delivery form. On this form, enter the following information:
Name
Organization (required)
Initial ship from and to
Ship from and to date
Ultimate ship to (required)
Intermediate and pooled ship to
Waybill
Consignee and freight terms
Ship method
FOB and location
Weight and volume
Load sequence
Click the Actions button for
further options.
Topic Summary
Create deliveries.
Course Summary
Add an item to a Price List.
Process RMAs.
Course Summary (contd)
Receive RMAs.
Invoice RMA.
Create deliveries.

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