Professional Documents
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D50091GC20 Ag PDF
D50091GC20 Ag PDF
D50091GC20
Edition 2.0
October 2009
D64410
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS
COMPUTER IS STRICTLY PROHIBITED
Author
Pratima Mahtani
Technical Contributors and Reviewers
Lata Sundar, John Brazier
This book was published using:
oracletutor
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS
COMPUTER IS STRICTLY PROHIBITED
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
Table of Contents
i
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM
ONLY. COPYING eKIT MATERIALS FROM THIS
COMPUTER IS STRICTLY PROHIBITED
ii
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM
ONLY. COPYING eKIT MATERIALS FROM THIS
COMPUTER IS STRICTLY PROHIBITED
Preface
Profile
Before You Begin This Course
iii
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM
ONLY. COPYING eKIT MATERIALS FROM THIS
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Prerequisites
Related Publications
Oracle Publications
Part Number
B28099
B25975
B31232
B31581
B31440
Additional Publications
Read-me files
Oracle Magazine
iv
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM
ONLY. COPYING eKIT MATERIALS FROM THIS
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Title
Typographic Conventions
Typographic Conventions in Text
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Do not save changes to the database.
For further information, see Oracle7 Server SQL Language
Reference Manual.
Enter user_id@us.oracle.com, where user_id is the
name of the user.
Select Include a reusable module component and click Finish.
This subject is covered in Unit II, Lesson 3, Working with
Objects.
v
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Convention
Bold italic
Example
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
Copyright Oracle, 2009. All rights reserved.
vi
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Convention
Caps and
lowercase
Lowercase
1.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
vii
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viii
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Chapter 1
Chapter
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Chapter
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
1.
2.
Ensure that the Order Management Super User Vision Operations USA responsibility has
the appropriate menu assigned to it.
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Assumptions
2.
Value
User Name
operations
Password
welcome
Create a User
3.
4.
Value
User Name
Password
Password Expiration
~ None
Effective Dates
<defaults>
5.
6.
7.
Navigate to the Person Field (top right) and select Ms. Pat Stock (LOV)
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1.
8.
9.
Value
User
Role
Upgrade Role
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create a folder at the header and line level using the Folder tool.
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In this practice you will learn how to customize the Quick Sales Orders window.
Value
User Name
Password
<your password>
Choose Responsibility
2.
4.
Place your cursor on any of the header fields and then select (M) Folder > New or (I) Folder
Tools > (I) New.
5.
Value/Selection
Folder
Autoquery
~ Never
Open as Default
Public
Order Tabs
; Others
Configure Buttons
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1.
Click (B) OK to save and return to the Quick Sales Orders window
7.
Verify the following: your new folder name, Others tab, Actions button should be visible
on the window
8.
9.
Value
Customer
Business World
Order Type
Mixed <defaults>
Place your cursor at a line level field and re-open the Quick Sales Orders window: (M)
Folder > New or (I) Folder Tools > (I) New.
Value/Selection
Folder
Autoquery
~ Never
Open as Default
Public
Line Tabs
Select all the tabbed regions you wish to see in the window
Copyright Oracle, 2009. All rights reserved.
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6.
Field/Section
Line Details (Regions)
Value/Selection
Select all the regions you wish to use in the window
11. Click (B) OK to save and return to the Quick Sales Orders window
12. Verify the following: your new folder name, all tabs in the Lines block, Regions should be
visible on the window.
13. Close the window.
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1.
With the Quick Sales Orders window open, navigate to the Personalizations window: (M)
Help > Diagnostics > Custom Code > Personalize (Password is APPS)
2.
If there are seeded personalizations already in the window, do not modify them.
3.
Enter Seq 2 and Enter a short description in the Description column, Workflow Status
Menu. Select the Level as Function and select the Enabled box.
4.
5.
Value
Trigger Event
WHEN-NEW-FORM-INSTANCE
Processing Mode
Both
Value
1
Copyright Oracle, 2009. All rights reserved.
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Value
Type
Menu
Description
wf menu
Language
All
Enabled
Menu Entry
SPECIAL2:
Menu Label
Workflow Status
6.
7.
8.
(I) Save
9.
Close the Personalizations form and return to the Quick Sales Orders window.
10. Close the Quick Sales Orders window and reopen it. Check if the Workflow Status menu
option is now available in the Tools menu.
11. Close the Quick Sales Orders window.
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Field
Chapter 2
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Chapter
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Create an order to cash lifecycle
1.
Create an order.
2.
3.
4.
5.
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Assumptions
2.
3.
Value
Customer
Order Type
Mixed (defaults)
Verify the following on the Main tab and Others tab (if the field is not visible on the
window, you can folder-enable it):
Field
Value
Operating Unit
Vision Operations
Shipping Method
DHL
Note: this may be under (T) Others
Warehouse
M1
Price List
Corporate
Ship To Location
Bill To Location
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Field
Value
Ordered Item
AS54888
Qty
5.
Save your work. The Status on the line should display as Entered.
6.
Click (B) Book Order to book the order. Note your Order Number ________.
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4.
8.
(N) Shipping > Release Sales Orders > Release Sales Orders
10. In the (T) Order tab, the Orders field should show a value of Unreleased.
The Customer and Order Type fields get populated based on the Order Number field
value.
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7.
Field
Value
Warehouse
M1
Auto Allocate
Yes
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Value
Autocreate Delivery
Yes
Yes
13. Click (B) Execute Now to pick release and pick confirm the order.
14. Click (B) OK to acknowledge Note.
15. Close the window.
Ship Confirmation
16. (N) Shipping > Transactions
17. The Query Manager window opens. Enter your order number in the fields From Order
Number and To Order Number. Select no value in the Line Status field.
18. Click (B) Find to find your order.
19. The Shipping Transactions window opens to display your order details with the statuses.
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Field
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Value
Item Type
OM Order Line
Process Deferred
Yes
Process Timeout
Yes
30. Return to the Sales Orders window. Query for your order by using the F11 key. Enter your
order number and use the Ctrl-F11 keys to get the query results. Though your order status
still displays as Booked, the line status should show up as Closed.
Copyright Oracle, 2009. All rights reserved.
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Parameter
Click (B) OK to Submit a Single Request. The concurrent programs window opens to
enable you to run AutoInvoice.
Parameter
Value
Organization
All
Invoice Source
ORDER ENTRY
Date
<current date>
<Look for your Sales Order Number in the LOV and select it>
<Look for your Sales Order Number in the LOV and select it>
34. Click (B) OK and return to the main window. Click (B) Submit to run AutoInvoice. You
will be given a request ID, which you can use to track the status of your request. It should
complete as normal.
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33. In the Name field select the AutoInvoice Master Program and enter the following parameters
in the parameters window:
38. Click (B) Invoice Details to view the invoice autocreated from your order.
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37. When your order appears in the result list, click (B) Actions > Additional Order Information
> (T) Invoices / Credit Memos.
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2.
Select Organization: V1
Click (B) OK
Value
Item
XX-PTO-SMC-MODEL
Note: replace XX with your unique identifier.
Description
3.
4.
5.
Note: The Template will default the item attributes and statuses.
Copyright Oracle, 2009. All rights reserved.
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1.
6.
(I) Save
7.
Enter the following elements of the PTO model to complete the PTO SMC Model
configuration:
Item Template
XX-PTO-SMC-MODEL
PTO Model
PTO
XX-PTO-Main-Option-Item
Finished Good
Finished Good
XX-PTO-Main-Included-Item
Finished Good
Finished Good
XX-PTO-Class-1
XX-PTO-Class1-Option-Item
Finished Good
Finished Good
XX-PTO-Class1-Included-Item
Finished Good
Finished Good
XX-PTO-Class-11
XX-PTO-Class11-Option-Item
Finished Good
Finished Good
XX-PTO-Class11-Included-Item
Finished Good
Finished Good
XX-PTO-Class-2
XX-PTO-Class2-Option-Item
Finished Good
Finished Good
XX-PTO-Class2-Included-Item
Finished Good
Finished Good
XX-PTO-Class-3
XX-PTO-Class3-Option-Item
Finished Good
Finished Good
XX-PTO-Class3-Included-Item
Finished Good
Finished Good
Note: Please check the Returnable flag in the Order Management tab in order to be able to
create returns for these items.
8.
10. Create a bill of material for each container (Item Template = PTO Option Class) in the table
above.
11. Start with the sub-class or the lowest class in the hierarchy so that once it is created it can be
included in the top models or classes.
12. The field Item is the item name as well as the BOM name.
13. Ensure that the Item Seq is in the order you want the items included in the Bill of Material.
Enter all quantities as appropriate.
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Item
15. The Quantity (Minimum) should be less than or equal to the Quantity in the Main tab.
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14. Click (T) Order Management to enter if the item is optional for the bill or not. Usually
included items are not optional.
17. Use the (M) View > Requests option to view the completion of the Bill of Material.
18. Repeat the same steps for creating a Bill of Material in the following sequence (refer to the
table PTO SMC Model above):
XX-PTO-Class-1 with the Class1 option item and included item and Class 11
XX-PTO-SMC-Model
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16. Run the (M) Tools > Create Common Bill concurrent program. Select All Organizations
button so that the Bill of Material is available across all inventory organizations.
21. The Miscellaneous Receipt window opens so that you can specify the Subinventory,
Account and Quantity for the item. Enter the following:
Value
Item
<your item>
Subinventory
Stores
Account
Miscellaneous
Quantity
10
22. Save and exit once you have completed entering the quantity for the items.
23. Open the Sales Order window
(N) Orders, Returns > Sales Orders
24. Enter the following in the sales orders window:
Field
Value
Customer
Business World
Order Type
Mixed <defaults>
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Field
Value
Ordered Item
Qty
10
26. Click (B) Configurator and select the classes that should be a part of the PTO model. Use
the Select box to choose the classes. Please note that if you select XX-PTO-Class-1, then
XX-PTO-Class-11 is automatically included as it is a sub-class of XX-PTO-Class-1.
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Field
Pick Release
Ship Confirm
AutoInvoice
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27. Click (B) Finish. Configurator processes the classes that you have selected to display on the
sales order window. You will receive a message indicating that the Configurator processing
is in process. Once the processing is complete, the sales orders window shows the following
PTO Kit information:
Generate a purchase requisition first and then a purchase order from the sales order
View the quantities received in the Drop Ship tab, thereby completing the Drop Ship
Order creation cycle
Tasks
1.
Enter a Sales Order Header for Business World (Customer Number: 1608).
2.
Enter a Drop Ship line for AS54888 with a quantity of 2 and book your sales order.
3.
4.
5.
6.
Receive the full quantity of the item against the purchase order.
7.
Verify that the quantity has been received in the Drop Ship tab of the Sales Orders window.
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In this practice you will learn how to create a Drop Ship Order. The line item will ship directly
from your supplier to your customers ship to address.
2.
Customer Name
Customer PO
<Accept defaults>
Value
Item
AS54888
Qty
Value
External
5.
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Field
Item Type
OM Order Line
Process Deferred
Yes
Process Timeout
Yes
7.
8.
9.
Select (M) View > Requests. Enter your request id and ensure that its Phase is Completed
before proceeding to the next step. Click (B) View Log to check if the request has been
successfully processed without any errors.
Value
Request: Name
Requisition Import
Parameter
Note: Please use the Purchasing option / responsibilitys Reports > Run functionality and not
Order Managements.
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Parameter
Click (B) Find so that your purchase requisition is displayed in the summary window.
Note the purchase requisition number _______________.
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19. Enter the purchase requisition number from above and click (B) Find to display the
requisition.
Value
Supplier
Supplier Site
SANTA CLARA-ERS
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20. In the Autocreate Documents window, click on in the box with your requisition number.
Receive the full quantity of the item against the Purchase Order
28. (N) Purchasing > Receiving > Receipts
29. Click (B) Clear and enter the Purchase Order number noted above in the Find window.
30. Click (B) Find
31. Enter the following information in the Receipts Header and Receipts window:
Value/Selection
Receipt Header
~ New Receipt
Receipts
Quantity
Destination Type
Subinventory
2
Inventory
Drop Ship
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Field/Region
2.
Value
Customer
Order Type
Mixed (defaults)
Verify the following on the Main and Others tab (if the field is not visible on the window,
you can folder tools to enable it):
Field
3.
Value
Price List
Corporate
Warehouse
M1
Value
Ordered Item
AT23818
Qty
10
ATO
4.
Save your work. The Status on the line should display as Entered.
5.
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1.
7.
When you progress the order line [(B) Actions > Progress Order with cursor in Line region],
the line status is PO Requisition Requested.
8.
Click (B) OK
Copyright Oracle, 2009. All rights reserved.
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6.
9.
Import Source
CTO
Group By
Item
Multiple Distributors
No
Yes
12. After the concurrent request is processed successfully, the Sales Orders line status shows
External Req Open.
Find the PO Requisition
13. (N) Purchasing > Requisitions > Requisition Summary
14. Clear all fields and enter CTO in the Import Source field and click (B) Find.
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Parameter
Value
Supplier
Consolidated Supplies
Source
DALLAS-ERS
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15. The Approval Status should be Approved. Verify the line information corresponds to that in
the sales orders window.
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Note: If the value of the Subinventory field is blank, you can populate it by updating the
value of the Subinventory field in the Receiving Transactions window. (N) Purchasing >
Receiving > Receiving Transactions.
28. (I) Save
29. Close the window.
Note: The line status on the Sales Order is Awaiting Shipping.
Value
Item
AT23818
Source Type
Purchase order
Source
<enter PO Number>
Action
Transaction Type
PO Receipt
Note: Check the on-hand quantity using the Availability button in the Quick Sales Orders
windowit should be 10.
Pick Release the Order
32. (N) Shipping > Release Sales Orders > Release Sales Orders
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33. In the (T) Order tab, the Orders field should show a value of Unreleased.
The Customer and Order Type fields get populated based on the Order Number field
value.
Warehouse
M1
Auto Allocate
Yes
Value
Autocreate Delivery
Yes
Yes
36. Click (B) Execute Now to pick release and pick confirm the order.
37. Close the window.
Ship Confirmation
38. (N) Shipping > Transactions
39. The Query Manager window opens. Enter your order number in the fields From Order
Number and To Order Number.
40. Click (B) Find to find your order - the Shipping Transactions window opens to display your
order details with the statuses.
41. Enter Shipped Qty: 10
42. (M) Tools > Serial Numbers select Serial Number String using Format EM5XX000 EM
5XX009
43. Click (B) Done
44. (I) Save
45. (T) Delivery > (B) Ship Confirm
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Field
47. You will get a message that the delivery was successfully confirmed. Click (B) OK and
close the Shipping Transactions window.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Create a Sales Agreement (SA)
1.
Business World (1608) has contacted you to place a long-term order for item AS54999.
They wish this to be supplied every week in quantities of 15 for a period of 30 weeks.
2.
Create a Sales Agreement for Business World that incorporates all the conditions for a longterm order.
Create one or more sales orders that refer to the Sales Agreement and track the Released
Amount.
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In this practice, you will learn how to create a Sales Agreement and also how to create releases
against this Sales Agreement. In this practice, the Sales Agreement creation begins in the
Negotiation Phase and the Negotiation Flow selected does not include an approval step.
2.
3.
Value
Customer
XX-Blanket
Note: replace XX with your unique identifier
Activation Date
Expiration Date
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Field
Value
XX - Corporate
4.
(I) Save
5.
Click (B) Price List Setup > (T) List Lines, find AS18947
6.
7.
Click (I) Save and close the Price Lists window to return to the Sales Agreement window.
8.
9.
Value
1000
3000000
Value
Item Context
Item
AS18947
UOM
Ea
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Field
10. (T) Accounting for both the header and line regions, enter
Value
Currency
Payment Term
30 NET
11. (T) Fulfillment of the lower region, enter the following information:
Field
Value
1000
100000
15
30
12. (I) Save and take note of the Status of the Sales Agreement Draft.
13. Click (B) Actions > Submit Draft to change the status to Pending Customer Acceptance.
14. (B) Continue
15. (T) Acceptance > (B) Customer Accepted to change the Status to Active. Now you can use
the Sales Agreement in an order release.
16. Note the Sales Agreement Number __________. Save your work and close the window.
Create Release against SA
17. (N) Sales Agreement > Sales Agreement Organizer
Copyright Oracle, 2009. All rights reserved.
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Field
18. Enter the Agreement Number you noted above and then click (B) Find to view a Summary
of your Sales Agreement.
19. Click (B) Create Releases to create a sales order against the Sales Agreement.
Sales Orders window will open and default most of the information relevant to the Sales
Agreement.
Note: Alternatively, you can create a new sales order using the (N) Orders, Returns > Sales
Orders option and refer to the Sales Agreement in the order header.
21. (I) Save. Close the window and return to the Sales Agreement Organizer.
22. Click (B) Open Agreement
23. (T) Fulfillment in the upper block, you will see the release (sales order) amount in the
Summary section in the field Released Amount.
Note: The Sales Agreement is constantly updated to reflect the latest Released Amount with
each order created against it.
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
2.
3.
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Assumptions
1.
2.
3.
5.
6.
Click (B) Create Revenue Contingency and create a rule using the following values:
Field/Region
Deferral Reason
Value
XX-CA-PREBILL-IMPLICIT
Note: replace XX with your unique identifier
Copyright Oracle, 2009. All rights reserved.
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Value
Start Date
<SysDate defaults>
~ None
Invoicing
7.
8.
9.
(T) Rules List > (B) Create Rule, enter the following information:
Field/Region
Rule Name
Value
XX-CA-PREBILL-IMPLICIT-RULE
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Field/Region
Field/Region
Value
XX-CA-PREBILL-IMPLICIT
Criteria
Parameter
Bill-To Customer
Condition
In
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10. Click (B) Add Values: select Business World (Account 1608)
Fields to Add
Acceptance Expire Event
Acceptance Expire Days
Acceptance Type
Accepted By
Accepted Qty
17. Select (M) Folder > Save As and save folder with name of: XX-Line-Cust-Accept, also
selecting the Open as Default checkbox.
18. Click (B) OK.
19. Return to the Sales Order header and enter the following values:
Field
Value
Customer Name
Order Type
Mixed (defaults)
Value
Ordered Item
AS54888
Qty
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Acceptance Description
The concurrent request set Implicit Acceptance Request will run to record implicit
acceptance and update the fields above.
22. View default acceptance details in (T) Others.
23. Click (B) Book Order to book the order.
24. Pick Release the order
(N) Shipping > Release Sales Orders > Release Sales Orders
26. Run report: Workflow Background Engine using Parameter Item Type OM Order Line to
progress order line, which will set line status to: Pending pre-bill acceptance.
27. Perform Customer Acceptance: query Sales Order number from above and click (B) Action
> Fulfillment Acceptance
28. Select the checkbox next to the Sales Order line; choose Order Lines Action: Accept and
click (B) Go
29. Under the Process Acceptance fields region, record any additional fields, i.e Acceptance
Comments or Acceptance Customer Signature
30. Click (B) Submit
31. Acknowledge the confirmation screen and close the window to return to the Sales Order.
32. Workflow activity will now automatically execute the AutoInvoice process for the order
line. View request to ensure that the process has completed normally, then re-query Sales
Order to verify that line status has been updated to Closed.
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Tasks
1.
2.
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In this practice you will learn how to create an Internal Requisition that will generate an Internal
Sales Order.
2.
3.
Value
Type
Internal Requisition
Description
<Enter a description>
Value
Item
CM13139
Qty
5
Note: you may need to scroll to the right.
Need By
Destination Organization
Seattle Manufacturing
Location
(Source) Organization
Boston Manufacturing
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Field
Save your requisition and note the Internal Requisition number: _________________.
5.
6.
The Approve Document window will enable you to approve the document, please ensure
that the Submit for Approval check box is checked and then click (B) OK.
If the Parameters window appears, enter Internal as the Order Source and then click (B)
OK to return to the Submit Request window.
8.
(M) View > Requests. Select the option Specific Requests and enter the Request ID that you
noted in the previous step.
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4.
11. Check if your concurrent request has completed normally. If it has completed, close the
window.
Run Order Import
12. (N) Orders, Returns > Import Order > Order Import Request
13. Verify Request Name, Order Import, is displayed. If not, select Order Import from the list of
values.
Parameter
Value
Order Source
Internal
Order Reference
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Note: The Search Results window displays the order. Click (B) Open to open the order in
the Sales Order window. Observe the customer name, the ship to address and that the order
is imported as Booked.
22. Click (T) Others in the header region to see the source information. If the Order Source and
Order Source Reference fields do not appear, use the folder functionality to display them in
the header region.
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24. Click (B) Actions > Additional Line Information. This shows the item source and
destination.
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23. (T) Lines > (ST) Shipping to view the source of the item.
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Chapter 3
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Features of MOAC
Access multiple operating units within a single application responsibility
Benefits
Improve accessibility
Reduce costs
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Multi-Org Access Control enables companies that have implemented a Shared Services
operating model to efficiently process business transactions by allowing them to access, process
and report on data for an unlimited number of operating units within a single applications
responsibility.
MOAC Europe
Optional
This optional step of the demo is here in case you want to show how you allow access to an
Operating Unit and how you add others. In this example we add Vision France to an existing
profile.
Tasks
Login: Operations
Responsibility: Human Resources, Vision Enterprises
(N) Security > Global Profile
1.
2.
3.
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5.
Click (B) OK
6.
7.
Click (B) No
8.
~ Single Request
Select Name: Security List Maintenance
Enter the following Parameters:
Generate lists for: One Named Security Profile
Security Profile: MOAC Worldwide
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To show this functionality we will enter several orders for different OU's from a single
responsibility. Then, using the Order Organizer, we will update these orders from a single screen
to show how these programs now operate across OU's.
Tasks
Create Orders
Login: MFG
Responsibility: Order Management Super User, Shared Services (Multi-Org)
(N) Orders, Returns > Quick Sales Orders
9.
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Flow
Order #2
Order #3
Operating Unit
Vision Germany
Vision France
Vision Operations
Cust Name / #
1608
1006
1608
Item 1.1
AS18947
AS18947
AS18947
Quantity
10
10
10
Request Date
Item 2.1
AS18947
Quantity
10
Request Date
Note: All orders are displayed for the date range. The Operating Unit field is new for R12
and you can view orders across all the OUs.
13. Select the Vision Germany order with a quantity of 10
Copyright Oracle, 2009. All rights reserved.
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Field Name
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Note: Reports and Concurrent Requests now have the Operating Unit as a new field. You
can run reports for multiple Operating Units one Operating Unit at a time, without
switching Application Responsibilities.
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Chapter 4
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
If necessary, change your Organization to Seattle (M1).
Create four subinventories for your team. Create one subinventory for your finished goods (FGI)
stock, a Main Stores (MAIN) subinventory, a Raw Materials (RM) subinventory, and Low Value
(LV) items subinventory. Your Low Value subinventory must be a non-tracked subinventory.
Use the following naming convention to differentiate your team from other teams (XXFGI)
where the pound sign represents your team number.
After completing the lab, answer the following questions.
1.
2.
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Assumptions
Click (B) OK
2.
3.
Click (B) New, enter the following (for all other fields, accept defaults):
Field
Value
Name
XXFGI
Note: replace XX with your unique identifier
Description
Status
Active
Type
Storage
Locator Control
Item Level
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1.
5.
Value
Name
XXMain
Description
XX Main Stores
Status
Active
Type
Storage
Locator Control
Dynamic entry
6.
7.
Value
Name
XXRM
Description
XX Raw Materials
Status
Active
Copyright Oracle, 2009. All rights reserved.
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4.
Field
Value
Type
Storage
Locator Control
None
9.
Value
Name
XXLV
Description
Status
Type
Storage
Locator Control
None
Quantity Tracked
Deselected
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8.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
1.
2.
Define the unit of measure class, Quantity Class with the base unit of measure Each.
Use your unique identifier (XX) to identify your unit of measure class.
3.
Define the following units of measure for your class. Use your unique (XX) to uniquely
identify your units of measure.
Dozen
Gross
Case
Use your unique identifier to identify your class from the other teams in the classroom.
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2.
3.
Value
Name
XX-QTY
Note: replace XX with your unique identifier
Description
XX-Quantity Class
Base Unit
XX-Each
UOM (abbreviation)
XXE
5.
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Note: The application prompts you to select an organization if it is a first-time access to the
database. Select M1 Seattle Manufacturing from the list of values.
6.
UOM
Description
XX-Dozen
XXD
XX Dozen UOM
XX-Gross
XXG
XX Gross UOM
XX-Case
XXC
XX Case UOM
7.
9.
10. Enter the unit of measure conversion information according to the following table:
Unit
Class
Conversion
Base Unit
XX-Dozen
XX-Qty
12
XX-Each
XX-Gross
XX-Qty
144
XX-Each
XX-Case
XX-Qty
24
XX-Each
Note: Select (M) File > New between each new unit of measure conversion.
Note: Verify you are creating a standard unit of measure conversion.
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Note: Select (M) File > New between each new unit of measure.
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create Items
Use the finished goods template to create four items.
XX-Pager
XX-Palm Pilot
XX-Phone
XX-Phone Card
Note: Use the following naming convention for your items where XX represents either your
initials or the number assigned to you by your instructor. Be sure to enable your items in M1
Seattle and M2 Boston.
Processing Miscellaneous Receipt Transactions
Use the Miscellaneous Transactions window to receive the material in to inventory.
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Assumptions
2.
Name
XX-Pager
Note: replace XX with your unique identifier.
Description
XX-Pager
3.
4.
5.
(B) Apply
(B) Done
(T) Purchasing
List Price: 7
Copyright Oracle, 2009. All rights reserved.
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Field
6.
7.
8.
9.
Name
Assigned
M1
Seattle Manufacturing
Checked
M2
Boston Manufacturing
Checked
10. Repeat steps 2-9 to create the following items: XX-Palm Pilot, XX-Phone, and XX-Phone
Card.
11. When you are finished creating the items, save your work and close the window.
Processing Miscellaneous Receipt Transactions
You can use the miscellaneous receipt window to receive material in to inventory.
12. (N) Transactions > Miscellaneous Transaction
Note: If the organization window appears, select M1-Seattle Manufacturing. Ensure that you
are in M1 (Seattle) organization when you enter the Miscellaneous Receipt. If you still see
organization V1, (N) Change Organization and select M1-Seattle Manufacturing from the
list of values and click (B) OK.
13. Enter the following values:
Field
Value
Date
Type
Miscellaneous receipt
Account
01-580-7740-0000-000
Note: or you could select Miscellaneous
from the Account Aliases (LOV)
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Org
Item
Subinventory
UOM
Quantity
XX-Pager
FGI
Ea
10000
XX-Palm Pilot
FGI
Ea
10000
XX-Phone
FGI
Ea
10000
XX-Phone Card
FGI
Ea
10000
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2.
Name
ATP_Backward
Description
Backward
10
Infinite Supply
Aggregate Order
Promising Time Fence
User Defined
3.
4.
5.
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Field
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Chapter 5
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Define a new customer named XX-Big City with two sites:
Ship To: 487 Beverly, San Mateo County, Palo Alto, California, 94301
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Assumptions
1.
2.
Click (B) Create, enter the following (accept defaults or leave fields blank, unless otherwise
specified):
Field
3.
Value
Organization Name
Account Description
Profile Class
DEFAULT <defaults>
Account Type
External <defaults>
In the Account Site Address region, enter the following (accept defaults or leave fields
blank, unless otherwise specified):
Field
Country
Value
United States
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Create a Customer
Value
Address Line 1
102 N. LaSalle
City
Chicago
County
Cook
State
IL
Postal Code
60610
4.
In the Business Purpose region, set Purpose to Bill To. Enter Location name and check the
Primary check box.
5.
6.
7.
Click (B) Create Address, enter the following (accept defaults or leave fields blank, unless
otherwise specified):
Field
Value
Address Line 1
487 Beverly
City
Palo Alto
County
San Mateo
State
CA
Copyright Oracle, 2009. All rights reserved.
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Field
Field
94301
8.
In the Business Purpose region, set Purpose to Ship To and the check the Primary check
box. You can add the Location Name to the Bill To Location field if you want to associate
these two addresses.
9.
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Postal Code
Value
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Define a territory named XX-Territory within the Asia Pacific area.
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Assumptions
2.
3.
Value
Name
XX-Territory
Note: replace XX with your unique identifier
Description
Territory for XX
Flexfield (LOV)
Area: APAC
Country: <select one of your choice>
Region: <select one of your choice>
Active
Checked
End
<Leave blank>
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Field
2.
3.
4.
5.
Value
Salesperson Number
2118
Start Date
End Date
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6.
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
2.
3.
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Assumptions
2.
3.
Value
Rule
XX-CreditCheck-Rule
Note: replace XX with your unique identifier.
Conversion Type
Corporate (LOV)
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Field
4.
Click (B) Go
6.
7.
(T) Accounts, click the View Details icon in the Details column.
8.
9.
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5.
Chapter 6
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
Create a line transaction type named XX-StandardLine for the order lines.
2.
Create an order transaction type named XX-StandardOrder for the order header.
3.
4.
5.
6.
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In this practice, you will learn how to set up a transaction type with associated line type and
assign the workflow process.
2.
3.
Value
Operating Unit
Vision Operations
Transaction Type
XX-StandardLine
Note: replace XX with your unique identifier
Description
Sales Order
Order Category
Order
LINE
<Todays date>
(I) Save
(I) New. Create the order header transaction type with the following:
Field
Value
Operating Unit
Vision Operations
Transaction Type
XX-StandardOrder
Description
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Field
Value
Sales Order
Order Category
Mixed
ORDER
Fulfillment Flow
<Todays date>
5.
6.
Value
Shipping Method
DHL
Freight Terms
Prepaid
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Field
Value
Accounting Rule
Immediate
Invoice Source
Manual
Currency
USD
8.
(I) Save
9.
Value
Line Type
XX-StandardLine
Process Name
Start Date
<Todays date>
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7.
Value
Name
XX-DocSeq
Application
Order Management
Effective From
Type
Automatic <defaults>
Initial Value
1 <defaults>
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Value
Application
Order Management
Category
XX-StandardOrder
Ledger
Method
Automatic
Value
Start Date
<Todays date>
Sequence
XX-DocSeq
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Field
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1.
2.
(T) Order Information > (ST) Main, enter 1608 in the Customer Number field and [TAB] to
populate the other fields
3.
Value
Ordered Item
AS54888
Qty
4.
5.
6.
Click (B) OK
Note your sales order number _____________
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Scroll down the page to show the activities associated with this workflow.
9.
Within the Search region, disable some of the Activity Types and Activity Status criteria.
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8.
13. Select each of the following tabs to view the corresponding information:
Definition
Usage
Status
Notification
14. Using the left menu, click Participant Responses.
Point out that there arent any Participant Responses, since there werent any notifications
sent which required a response.
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15. Identify the Search region and each of the search criteria.
2.
3.
Value
Application
Order Management
Entity
Order Header
4.
Value
Operation
Update
Attribute
Order Type
User Action
Not Allowed
Note: This means the constrained
operation cannot be performed.
System Changes
<Leave blank>
User Changes
<Leave blank>
Enabled
Value
Group #
101
Scope
Any
Validation Entity
Order Header
Record Set
Order
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Processing constraints control who can change what and when they can change it. Processing
constraints can prevent certain changes, but also can perform actions based on those changes
such as requiring a reason for the change, triggering an action in Audit Trail or Versioning, or
raising an Integration Event.
5.
Value
Note: The record set corresponds to the entities to which the
constraints process should apply the condition. For example, if
you enter the order line record set Line, the condition is
evaluated against the order line in question. If you enter the order
line record set Order, the condition is evaluated against any or all
(depending on the scope) lines of the order in question.
Not
<Leave unchecked>
Validation Template
Booked
Enabled
User Message
6.
Value
Group #
102
Scope
Any
Validation Entity
Order Header
Record Set
Order
Not
<Leave unchecked>
Validation Template
Lines Exist
Enabled
Usage Message
8.
Enter the sales order header using the following information (all remaining information
defaults):
Field
9.
Value
Customer
Business World
Order Type
Order Only
Quantity
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Field
Ordered Item
Quantity
XX-Phone
XX-Palm Pilot
Value
Customer
Business World
Order Type
Order Only
Quantity
2
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12. (T) Order Information > (ST) Main, change the order type:
Order Type = Drop Shipment
Sales order entities include groups of related attributes such as Order or Line.
Attributes are the individual fields within a particular entity, such as Warehouse, Ship
To Location, or Agreement.
Note: Changes to defaulting rules take effect for any new orders that use the modified
defaulting rules when you open the Sales Order Header or Lines windows or if you update
an attribute (field) on an order.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
You will first create a defaulting condition template that defines the conditions when the default
sourcing rule can be applied; for example, apply the defaulting sourcing rule X only if the
customer is XX-Big City Electronics and the Order Type is Mixed (in this case, the conditions are
the specific customer and order type).
Then you can create the defaulting sourcing rule that determines the actual value for the Freight
Terms attribute. (The condition template is attached to the defaulting rule to control how the rule
is applied.)
1.
2.
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In Oracle Order Management, defaulting sourcing rules enable you to automatically default
attribute values into sales order entities:
4.
Disabling the Defaulting Condition XX-Freight Terms for XX-Big City Electronics for the
Freight Terms Attribute
5.
3.
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3.
(I) Find
Click (B) OK
2.
Value
Application
Order Management
Entity
Order Header
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(I) New (place cursor in the Validation Templates region), enter the following:
Field
5.
Value
Condition Name
Description
In the Validation Rules region, create a validation rule for the template you added:
Group #
Rule #1
105
Attribute
Customer
Validation Operation
Value String
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4.
8.
(I) Find
9.
Click (B) OK
Select Attribute = Freight Terms (you may want to execute a Query to locate Freight Terms)
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6.
11. Within the Defaulting Conditions region, select a new defaulting condition for the Freight
Terms attribute (use the defaulting condition template you created in previous steps):
Field
Value
Precedence
Defaulting Condition
Enabled
<Checked>
Note: When defining a set of Conditions and using them in rules, be sure to place the
Always condition last in the Precedence for Defaulting Conditions.
12. On the Default Sourcing Rules region, create a default sourcing rule for the Freight Terms
attribute. The sourcing rule defines what Freight Terms value is displayed when the
defaulting conditions are met:
Field
Value
Sequence
Source Type
Constant Value
Default Source/Value
To Be Determined
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10. Click (B) Defaulting Rules to open the Attribute Defaulting Rules window.
Value
Customer
Order Type
Mixed
Currency
USD
Note: *This condition is required for the Freight Terms rule to be applied.
17. (T) Order Information > (ST) Others
On the Freight Terms field, confirm that the defaulting freight term value is To Be
Determined. If so, then the default rule was applied successfully.
Copyright Oracle, 2009. All rights reserved.
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13. (M) Tools > Generate Defaulting Handler Package to generate the defaulting rules for the
attribute.
Disabling the Defaulting Condition XX-Freight Terms for XX-Big City Electronics
for the Freight Terms Attribute
18. (N) Setup > Rules > Defaulting
19. (I) Find
Click (B) OK
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20. Select Attribute = Freight Terms (you may want to use Query to locate Freight Terms)
Customer
Order Type
Mixed
Currency
USD
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Field
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
You have set the following system parameter. Setup > System Parameters > Values
Reservation Time Fence = 30
Tasks
1.
2.
3.
4.
5.
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Assumptions
2.
3.
Value
Customer
Order Type
Mixed
Price List
Corporate
Value
Ordered Item
XX-Phone
Qty
15
Request Date
Line Type
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Field
Click (B) Availability confirm the item quantity you want is available. If the available
quantity is sufficient, you can continue to the scheduling task.
6.
8.
Click (B) OK
9.
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5.
Value
Item
XX-Phone Card
Qty
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12. (T) Shipping observe that the Qty Reserved field shows the reserved quantity.
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Chapter 7
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Scheduling Related
Credit Check
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super User
Order Management responsibility.
Tasks
1.
2.
3.
If you are using Vision Operations as your default operating unit, you need to assign another
operating unit to your responsibility.
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In this practice you will learn how to create and apply various types of holds:
2.
3.
Value
Name
XX-Book-Hold
Note: replace XX with your unique identifier
Type
Workflow Item
OM Order Header
Workflow Activity
Book Order
4.
Authorization Action
Apply Hold
Remove Hold
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Field
5.
6.
Create a sales order for Business World with a line for AS54888, Qty of 1.
7.
8.
9.
Click (B) OK
Select XX-Book-Hold from the LOV to apply the hold to your current order.
10. To release the hold, select (B) Actions > Release Holds. Provide a reason for releasing the
hold and click (B) Release.
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Value
Name
XX-Line-Hold
Type
Workflow Item
OM Order Line
Workflow Activity
Line Scheduling
Authorization Action
Apply Hold
Remove Hold
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Enter a reason for releasing the hold and click (B) Release.
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29. (T) Profile Amounts, ensure Credit Limit and Order Credit Limit are specified for the
currency that you use, enter the following:
Field
Value
Credit Limit
10000
500
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28. Check the values for the Credit Rating and Credit Classification.
Value
Customer
Order Type
XX-StandardOrder
Warehouse
M1
Payment Terms
N30
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Field
Value
Item
XX-Pager
Qty
41. You can release the hold by either decreasing the order total in the sales order or by
increasing the order credit limit in the Customers page.
Turn Off Credit Checking for your Customer
42. (N) Customers > Standard
43. Find your Customer Name: XX-Big City Electronics
Click (T) Account Profile and deselect the Credit Check box.
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40. Save and book your order. It should go on credit check hold as shown below:
Set the profile option OM: Generate Diagnostics for Error Activities to automatically run the
Diagnostics: OM Order Information concurrent program whenever there is an error in the
workflow activity.
2.
The profile option OM: Show Process Messages Flag is used to display the Open Message
box in the Sales Orders window. Set the value of the profile option to Yes to use the
indicator message_exists_flag. The checked value of this field indicates that at least one
message exists for the order.
Switch responsibility to: Order Management Super User, Vision Operations (USA).
4.
5.
(N) Orders, Returns > Quick Sales Orders. Open an existing order and navigate to the lines
region. Click (B) Actions > View Open Messages (or right-mouse click menu) to view any
Copyright Oracle, 2009. All rights reserved.
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Note: Oracle Support/Development requires this setting during the bug resolution process.
7.
8.
messages. If any messages exist, they will be displayed in the Process Messages window. If
there are no messages for that order, a message box indicating that there are no open
messages displays.
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You can use the Quick Sales Orders window to Retry Workflow Activities that have errored
out.
Select the Header or Line for which you want to retry the activity.
Click the right mouse button and select Retry Activities in Error option or (B) Actions >
Retry Activities in Error option.
10. You will get a message indicating that the activity completed successfully or not. For error
messages, you need to fix the errors and repeat all the above steps.
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9.
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Chapter 8
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
1.
2.
3.
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Assumptions
(N) Purchasing > Advanced Pricing > Price Lists > Price List Setup
2.
Name
XX-Price List 1
Note: replace XX with your unique identifier.
Active
Selected
Description
Currency
USD <defaults>
Multi-Currency
Round To
-2 <defaults>
Effective Dates
<Use todays date for start date and leave the end date blank.>
Freight Terms
<Leave blank>
Payment Terms
30 NET
Freight Carrier
<Leave blank>
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Field
3.
(I) Save
5.
Product Attribute
Product Value
Value
Item
Item Number
XX-Palm Pilot
200
Item
Item Number
XX-Pager
40
Item
Item Number
XX-Phone
300
Item
Item Number
XX-Phone Card
100
Item
Item Number
AS54888
1599
Item
Item Number
AS92888
2300
Create a Sales Order for your XX-Big City Electronics customer using your new price list.
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4.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Copy a Price List
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Assumptions
(N) Purchasing > Advanced Pricing > Price Lists > Copy Price List
2.
3.
Value
Price List
XX-Price List 1
Value
Price List
XX-Price List 2
Description
4.
5.
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Field
Repeat the preceding steps to copy the following price list from XX-Price List 1:
Copy To: Price List Name
XX-Price List 4
Description
Manually updating a price list
Query your XX-Price Lists to confirm that they were copied successfully.
8.
7.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Manually Update a Price List
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In this practice, you will learn how to manually update a price list. You will learn to:
(N) Purchasing > Advanced Pricing > Price Lists > Price Lists Setup
2.
Enter an End Date for the item AS54888 (e.g., tomorrows date)
3.
Add a new line for the same item and UOM with a future start date and a Unit Price of
$1699. This preserves the pricing history of an item.
4.
For item AS92888, change the selling price to $2500 without maintaining the pricing history
of the item.
5.
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1.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
Adjust a Price List
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Assumptions
(N) Purchasing > Advanced Pricing > Price Lists > Adjust Price List
2.
Price List
XX-Price List 2
Adjusted By
Percent
Value
10
3.
4.
5.
(N) Purchasing > Advanced Pricing > Price Lists > Price List Setup
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Field
6.
Chapter
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
1.
2.
Chapter
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Assumptions
1.
(N) Purchasing > Advanced Pricing > Price Lists > Price List Setup
2.
Enter the following information in the price list header using (all remaining information
defaults):
Field
3.
Value
Name
XX-Price List 3
Note: replace XX with your unique identifier.
Description
Multi-Currency Conversion
Round To
Effective Date
<Todays date>
(N) Purchasing > Advanced Pricing > Price Lists > Add Items to Price List
5.
Chapter
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Value
Price List
XX-Price List 3
Inv.Items
Item Category
MISC.ACCESSORY
Item Status
Active
Inventory Organization
Seattle Manufacturing
6.
7.
Review the request status to ensure the concurrent request completed successfully.
8.
(N) Purchasing > Advanced Pricing > Price Lists > Price List Setup
9.
Verify that several items have been added to your price list, including the item cost from M1
inventory organization.
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Field
Chapter
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
You have access to the Order Management Super User, Vision Operations
responsibility.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
1.
2.
Chapter
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Assumptions
(N) Purchasing > Advanced Pricing > Modifiers > Modifier Setup
2.
3.
Value
Modifier Type
Discount List
Number
XX-Discount 1
Note: replace XX with your unique identifier
Active
<unchecked to start>
Automatic
Name
XX-Discount 1
Version
Start Date
<Todays date>
Description
Click (B) List Qualifiers > Click (B) OK and enter the following qualifiers:
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Field
Qualifier Attribute
Operator
Value From
Customer
Customer Name
Modifier List
Price List
XX-Price List 2
4.
Click (B) OK, this action applies the qualifier to the modifier and modifier lines defined in
the Modifiers Summary tab.
5.
6.
Modifier
No.
Level
Modifier
Type
Start/Finish
Dates
Line
Discount
Optional
Pricing Phase
10 List Line Adjustment
Bucket
1
Value
Application Method
Percent
Value
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Qualifier Context
7.
Return to the header of the modifier and select the Active check box.
8.
10. (T) Order Information > (ST) Main, enter the following:
Field
Value
Customer
Order Type
Standard
Price List
XX-Price List 2
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Note: A discount of 5% will be applied for all products ordered, but only when Customer is
XX-Big City Electronics, and the Price list for the order is XX-Price List 2.
Field
Value
Ordered Item
XX-Palm Pilot
Qty
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11. (T) Line Items > (ST) Main, enter the following:
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14. (T) Adjustments. Note that the 5% modifier discount has been applied.
A Modifier List with four line modifiers that determine how to use the formulas
Note: For freight charge modifiers, you can apply freight charges corresponding to ONLY
ONE Charge name (such as "Freight Costs") even if several charge names qualify.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Note: Oracle Advanced Pricing screenshots are shown in the Solution section of this
practice. If you are running Basic Pricing, the pricing system software components restrict
exposure of advanced features in the pricing windows. Therefore, the screenshots may differ
from the pricing windows in the Oracle Application Vision database or comparable training
or test instance you use at your site to complete this practice.
Tasks
1.
Define two Formulas, one for Freight and the other for Handling.
2.
3.
Create a Sales Order Using the Freight and Handling Charge Modifier.
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In this practice, you create a Freight and Special Charge List modifier using formulas, modifiers,
and qualifiers. In this exercise you will define:
(N) Purchasing > Advanced Pricing > Pricing Formulas > Formulas Setup
2.
3.
Value
Name
XX-Freight
Note: replace XX with your unique identifier
Description
Formula
1*2
Pricing Attribute
Component
Pricing Attribute
Volume
Item Amount
<N/A>
Numeric Constant
<N/A>
<N/A>
.01
Formula Type
4.
Step
(I) Save
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Field
6.
7.
Value
Name
XX-Handling
Description
Formula
1*2
Pricing Attribute
Component
Pricing Attribute
Volume
Item Quantity
<N/A>
Numeric Constant
<N/A>
<N/A>
.05
Formula Type
8.
Step
(N) Purchasing > Advanced Pricing > Modifiers > Modifier Setup
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Field
Value
Type
Number
Active
<unchecked to start>
Automatic
Name
Version
Start Date
<todays date>
Currency
<defaults>
Description
Field
11. Click (B) List Qualifiers > click (B) OK, enter the following:
Grouping
Number
Qualifier
Context
Qualifier
Attribute
Precedence
Operator
Value From
Modifier List
Price List
<defaults>
XX-Price List 1
Order
Order Type
<defaults>
Mixed
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13. (T) Main > (ST) Modifiers Summary, enter the following:
Modifier
Number
Level
Modifier Type
Freight1
Line
Freight/Special
Charge
Start/End
Dates
<Optional>
Automatic
;
Pricing Phase
50 (Line Charges)
Formula
XX-Freight
Application Method
Lumpsum
Value
<blank>
15. Click (B) Line Qualifiers > click (B) OK, enter the following:
Copyright Oracle, 2009. All rights reserved.
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Qualifier
Context
Volume
Qualifier
Attribute
Precedence
Order Amount
<defaults>
Operator
BETWEEN
Value
From
Value To
10000.99
Level
Modifier Type
Freight2
Order
Freight/Special
Charge
Start/End
Dates
<Optional>
Automatic
;
Pricing Phase
70 (Charges:
Header/All Lines)
Application Method
Lumpsum
Value
750
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Grouping
Number
Grouping Qualifier
Number
Context
1
Volume
Qualifier
Attribute
Order Amount
Precedence
<defaults>
Operator
Value
From
Value
To
BETWEEN
10001
9999999
Level
Modifier Type
Line
Freight/Special
Charge
Start/End
Dates
<Optional>
Automatic
Pricing Phase
50 (Line
Charges)
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19. Click (B) Line Qualifiers > click (B) OK, enter the following:
Formula
Handling Costs
Application Method
XX-Handling
Value
Lumpsum
<blank>
23. Click (B) Line Qualifiers > click (B) OK, enter the following:
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
<defaults>
Operator
BETWEEN
Value
From
0
Value
To
10000.99
Level
Modifier Type
Order
Freight/Special
Charge
Start/End
Dates
<Optional>
Automatic
Pricing Phase
70 (Charges:
Header/All Lines)
Application Method
Lumpsum
Value
50
27. Click (B) Line Qualifiers > click (B) OK, enter the following:
Grouping
Number
1
Qualifier
Context
Volume
Qualifier
Attribute
Order Amount
Precedence
<defaults>
Operator
Value
From
Value
To
BETWEEN
10001
9999999
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Grouping
Number
Creating a Sales Order Using the Freight and Special Charge Modifier
31. (N) Orders, Returns > Sales Orders
32. (T) Order Information > (ST) Main, enter the following:
Field
Value
Customer
Order Type
Mixed
Price List
XX-Price List 1
Value
Ordered Item
XX-Palm Pilot
Quantity
34. (I) Save your work and note the order number ____________.
35. Click (B) Actions > Charges and Freight Costs.
36. Click (B) OK to view your charges.
Copyright Oracle, 2009. All rights reserved.
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45. Click (B) OK, there shouldnt be any Freight and Handling charges provided that the Order
Total is above $10,000.
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Chapter
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Chapter 9
Chapter
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Overview of Shipping
Execution
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1.
2.
3.
(T) Lines
Org Code: M1
Item: AS54888
Line Status: Not Shipped
4.
5.
Click (B) Find. All lines which are not shipped are displayed in the Shipping Transaction
Form
6.
7.
8.
Click (B) OK
9.
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1.
2.
(M) Tools > Change View to toggle between the two Quick Ship views. The two Quick Ship
views are as follows:
Delivery Confirm View
Trip Confirm View
Finding Deliveries
3.
4.
You can find the deliveries in the Quick Ship window using any one the following methods:
Enter the delivery in the Name field and click Tab
Click on Name LOV to find for a delivery.
Click on the Find icon to find the delivery using Find Deliveries window. In the
Find Deliveries window, you can find the delivery based on the search criteria you
enter.
To hide the Number of LPNs field. Click on the field. You can hide a field using any one of
the following option
(M) Folder > Hide Field.
Right click on the field, select Folders option on the pop-menu, and click Hide
Field.
6.
7.
To change the position of a field in the Quick Ship window, you can use anyone of the
following methods.
Click on the field to be moved. Click (M) Folder and click on Move Right, Move Left,
Move Up, and Move Down to move to respective position.
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Right click on the field to be moved. Select the Folders option in the pop-menu, and
click on Move Right, Move Left, Move Up, and Move Down to move to respective
position.
8.
9.
10. Select the Show Additional Delivery to display the Additional tab.
11. Select the Show Trip Information to display the Trip tab
12. Save
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Note: You may need the Bill of Lading role in order to perform some of the below actions.
Chapter 10
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Chapter
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Define a new role for your shipping clerks named XX-Shipping Clerk. Disable access to all
functions under Trips and Stops.
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Assumptions
(N) Shipping > Setup > Grants and Role Definitions > Define Roles
2.
3.
6.
7.
XX-Clerk
Note: replace XX with your unique identifier.
Description
XX Shipping Clerk
(T) Stops
5.
Name
(T) Trips
4.
Value
(T) Deliveries
(T) Lines/LPNs
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Field
2.
Value
User
XXUser
Role
Org
<leave blank>
Start Date
<Todays date>
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1.
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Carriers
2.
3.
Value
Name
XX-Freight
Short Name
XX-F
Value
Service Level
Mode
4.
5.
Select Assigned check box for the Organization M1 and click (B) Done.
6.
Chapter
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Field
(N) Shipping > Setup > Freight Carriers, Cost Types > Freight Cost Types
2.
3.
Value
Name
XX-Special
Type
Handling Costs
Currency
USD
Amount
15
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Field
2.
Document Set
XX-Docs
Description
Usage
Pick Release
Printing Method
Parallel <defaults>
Value
Seq
Application
Shipping Execution
Report Name
Layout Template
Pick Slip
Copies
4.
5.
(I) Save
(I) Find
7.
8.
9.
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Field
1.
2.
(I) Find
3.
To view all exceptions, leave the search fields blank and click (B) Find.
Exception Name: The particular name of the exception: for example, Picking Hold
exception.
Logging Entity: The log-on entity of the exception: shipper, receiver, or
transportation carrier.
Logged At Location: The location where the exception report was run (logged
location may be different from where the shipping exception occurred).
Exception Location: The location where the shipping exception occurred.
Inventory Organization: Exceptions according to a particular inventory
organization.
Exception Type: Type of exception: delivery, picking, and trip.
Exception Behavior: The behavior of the exception:
Error: The exception must be handled before the task can be completed.
Information Only: The exception must be handled before the task can be
completed. However, you can override it so that the task can be completed.
Warning: A warning is given but the task can be completed.
Delivery Name: Exceptions for a particular delivery name.
Status: Describes the current status of the exception:
Open: Initial status--not yet associated with an exception name.
Closed: This exception is closed.
No Action Required: No handling required for this exception.
Departure Date: Exceptions according to the departure date.
Arrival Date: Exceptions according to the arrival date.
Creation Date: Exceptions according to the date of creation.
5.
View Exceptions
6.
Click the tab that corresponds to the information you want to view or update. For example,
to update trip information for an exception, choose the Trip tab. Choose from the following
tabs:
Exception tab: Displays general details about the exception ID, such as the
exception ID, exception type, exception name, and a description of the exception.
Trip tab: Displays information about the trip name, departure date, and arrival date.
Delivery tab: Displays the delivery name and delivery detail ID about the exception.
Copyright Oracle, 2009. All rights reserved.
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Find Exception
Container tab: Displays the container name, associated with the exception.
Inventory tab: Displays the inventory information for the exception including the
inventory organization, inventory item, item description, lot number, revision, serial
number, UOM (unit of measure), quantity, subinventory, and locator.
7.
8.
Click (B) Open to display the selected exception in the Log Exception window.
9.
Select the tab to display the details that you want to view or update: Exception tab,
Trip/Delivery/Container tab, or Inventory tab.
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You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Create a release sequence rule with a name of XX-Oldest First that will allocate inventory to the
orders with the earliest ship date. If multiple orders have the same ship date, you want the oldest
orders to be filled first. Use an ascending priority scheme.
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Assumptions
(N) Shipping > Setup > Picking > Define Release Sequence Rules
2.
3.
Value
Rule
XX-Oldest First
Note: replace XX with your unique identifier
Description
Allocate material to oldest orders first by setting the following release priority:
Priority
4.
Ascending
Order
Schedule Date
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Field
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
Define a new pick slip grouping rule with a User Defined Pick Methodology, the name XXSubinventory and select source subinv to group By.
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Assumptions
(N) Shipping > Setup > Picking > Define Pick Slip Grouping Rules
2.
3.
Value
Pick Methodology
User Defined
Rule Name
XX-Subinventory
Description
Group by
; Source Subinv.
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Field
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
Create a Release Rule with a name of XX-Seattles Rule that will select eligible order lines
that are shipping from Seattles M1- location. Your rule will pick unreleased orders as well
as backorders.
2.
Select your XX-Oldest First Release Sequence Rule and choose to Autocreate Deliveries.
3.
Use M1 as the Warehouse, select your XX-Subinventory Pick Slip Grouping Rule and
choose to Auto Allocate and Auto Pick Confirm.
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Assumptions
(N) Shipping > Setup > Picking > Define Release Rules Form > (T) Order
2.
Rule
Value
XX-Seattles Rule
Note: replace XX with your unique identifier
Orders All
3.
Value
XX-Subinventory
Warehouse
M1
Pick From
Subinventory: FGI
Auto Allocate
Yes
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Field
5.
Value
XX-Oldest First
Document Set
Autocreate Deliveries
Yes
Yes
<leave blank>
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4.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
Tasks
1.
Create and Book a Sales Order with 3 order lines that will be used in the Picking and
Shipping practices. Use Business World (1608) as the customer. Use Items AS54888,
AS72111 and AS18947. Select a quantity of 10 for the first two items. For item AS18947
split the line so that a quantity of 2 has todays date shipping to New York and that a
quantity of 2 has a date two weeks from today shipping to San Jose. Then Book your sales
order and note the Sales Order number.
2.
Pick Release your Sales Order by using the Sales Order number. Select M1 as the
warehouse and accept the default information associated with it. Use the Concurrent (B) to
launch the process.
3.
View your concurrent request to validate that the Pick Release was successful.
4.
Query your Sales Order number and view the line and delivery information.
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In this practice you will learn how to release a Sales Order for picking.
(N) Orders, Returns > Sales Orders > (T) Order Information
2.
3.
Value
Customer
Order Type
Mixed
Price List
Corporate
4.
Qty
AS54888
10
AS72111
10
AS18947
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Field
5.
Request Date
Ship To
Warehouse
<todays date>
M1
M1
6.
7.
8.
9.
Value
Order Number
<todays date>
<tomorrows date>
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Qty
Field
Value
Warehouse
M1
Auto Allocate
Yes
XX-Subinventory
Note: The Shipping parameters for Seattle will default values on to the Release Criteria
form.
Field
Value
Autocreate Delivery
Yes
Yes
XX-Oldest First
<clear field>
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25. If you do not see the above delivery information (Staged/Pick Confirmed) let your
instructor know. (Check to make sure your Order is booked before alerting your instructor.
If it is not booked Book your order then release it).
26. Close the window.
27. (T) Lines.
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Ship Confirm
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Use Order Management Super User, Vision Operations (USA) or comparable Super
User Order Management responsibility.
You have completed the practice to Release Sales Orders and have your Sales Order
Number recorded.
Tasks
1.
Find your Sales Order in the Shipping Transactions form. Select the Details (B) for each of
your lines and enter a tracking number and the quantities for shipped, backordered and
staged (Use 5 shipped and 5 backordered for AS54888 and 5 shipped and 5 staged for
AS72111). Supply Serial Numbers when required (Details Required check box). Use the
Actions (B) to enter Freight Costs. Go to the Delivery (T) to select Actions (B) and Ship
Confirm your delivery. Then complete a Find to view Delivery lines that have not shipped.
2.
Go to your Sales Order window and query your sales order to review the Delivery
information and Line status to see the results of your shipping process.
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1.
2.
3.
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4.
Value
Shipped Qty
Backordered Qty
5 <defaults>
Click (B) Yes to save and close the Line Detail window.
Value
Shipped Qty
Backordered Qty
Staged Qty
5 <defaults>
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Field
Click (B) Yes to save and close the Line Detail window.
Select the next delivery line (AS18947) and click (B) Detail:
Field
Value
Shipped Qty
Backordered Qty
0 <defaults>
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5.
6.
8.
9.
(T) Delivery
Copyright Oracle, 2009. All rights reserved.
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7.
Click (B) Go
Name: Handling
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12. Actions: select Ship Confirm (or alternately you could use the Ship Confirm button)
13. Click (B) Go
14. Validate the following:
Field
Value
<selected>
Close Trip
Defer Interface
<Unchecked>
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16. Click on (M) View > Requests > ~ All My Requests > (B) Find
17. Validate that your concurrent requests completed normally
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20. Click (B) Actions > Additional Order Information > (T) Deliveries
21. Scroll to the right to see all of the shipping information.
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Notice that a new Delivery number was automatically created for the Staged quantity.
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2.
Container Item
BX54888
Load Item
AS54888
UOM
Ea
Maximum Quantity
Preferred Flag
;
Note: Check the Preferred Flag, if this is
the default container for the item. Autopack
uses the default container.
3.
Continue defining all your Container-Item relationships in the next lines until completed.
4.
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Field
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