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Ordermanagement5 191021103204
Ordermanagement5 191021103204
Ordermanagement5 191021103204
Communication Address:
Tech Leads,
SR Nagar Branch
FLAT No: 301, 3rd Floor,
Geetanjali Apartments,
OPP: SR Nagar Police Station.
Hyderabad.
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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INDEX
Table of Contents Page No
1. Creating Order Management Responsibility and attach it to user........................................ 4
2. OM Profile Options................................................................................................................ 5
3. Shipping Parameters.
a) Release Sequence Rule.............................................................................................. 9
b) Pick Slip Grouping Rule............................................................................................. 10
c) Release Rule.............................................................................................................. 11
d) Define default stage sub inventory........................................................................... 11
e) Document Set for Pick Release................................................................................. 12
f) Document Set for Ship Confirm................................................................................ 13
4. Creating AR Responsibility and attach it to user.................................................................. 20
5. AR Profile Options................................................................................................................. 21
6. a) AR System Options........................................................................................................... 24
b) AR Transaction Type......................................................................................................... 27
c) Invoice Source................................................................................................................... 28
7. Transaction Types for OM
a) Define Line................................................................................................................. 28
b) Define Header............................................................................................................ 29
c) Assigning Line to the Header ..................................................................................... 31
8. Define Document Sequence.................................................................................................. 32
9. Define Document Category................................................................................................... 33
10. Assign Document Sequence to Category and Transaction Type.......................................... 33
11. Define Grants and Roles and assign to user........................................................................ 35
12. Payment Terms.................................................................................................................... 38
13. Define Profile Class for Customer........................................................................................ 41
14. Define Customer.................................................................................................................. 43
15. OM System Parameters....................................................................................................... 46
16. Define Pricing Responsibility................................................................................................. 47
17. Set Profile Options for Pricing Responsibility...................................................................... 48
18. Set QP Item Validation Profile Option................................................................................. 48
19. Define Primary Price List..................................................................................................... 49
20. Define Secondary Price List and assign to Primary Price List, Transaction type................. 49
21. Run ‘Replicate seed data report’. (xle call raised error)..................................................... 54
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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22. Define Sales person............................................................................................................ 55
23. Define Shipping Method/Define Carrier and assign to transaction type........................... 56
24. Credit Holds........................................................................................................................ 58
25. Qualifiers and Modifiers..................................................................................................... 64
26. Sales Order Types............................................................................................................... 65
a) Standard Sales Order/ OTC Cycle/O2C Cycle (Order to Cash Cycle)..................... 69
b) RMA Sales Order.................................................................................................... 86
c) Drop Ship Sales Order............................................................................................ 90
d) Back to Back Sales Order........................................................................................ 111
e) IR ISO Sales Order................................................................................................... 124
27. ATP/CTP.............................................................................................................................. 141
28. Inventory Picking Rule........................................................................................................ 145
29. Pegging (Soft/Hard)............................................................................................................ 146
30. Accounting Impact.............................................................................................................. 146
31. Ship set/Arrival set/Fulfillment set..................................................................................... 147
32. Sales Order/RMA Workflows.............................................................................................. 148
33. Defaulting Rules (optional)................................................................................................ 150
34. Processing Constraints (optional)....................................................................................... 155
35. Miscellaneous Concepts..................................................................................................... 157
36. Mockup Interview Questions............................................................................................. 157
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Order Management
1. Creating Responsibility and assigning it to user:
[N]: System Administrator->Security->Responsibility->Define
Enter Responsibility name <- XXXS Order Management Super User.
Enter Application Name <- Order Management
Enter Responsibility Key <- As u wish
Data Group <- Standard.
Application <- Order Management
Menu <- ADS _OM _Super Menu
Request Group Name <- OM Concurrent Programs
Application <- Order Management
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CONTACT NUM: 8125323232, 8125824824
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2. OM Profile Options
[N]: System Administrator -> Profile -> System
HR: Business Group: TL IND Business Group
HR: Security Profile: TL IND Business Group
GL: Ledger Name: TL IND PL
HR: User Type: HR User
MO: Operating Unit: TL South Operating Unit.
MO: Default Operating Unit: TL South Operating Unit
Run ‘Multi-Org Setup validation Report’ concurrent program from system administrator, if you
are implementing MOAC (Multi Org Access Control)
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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3. Shipping Parameters:
a) Release Sequence Rule:
Based on the given priority sales orders released, Release Seq Rule is based on five
attributes.
The order in which sales orders are filled could be very important. If a company has a
problem of running out of material before all of their orders have been filled it is very
important that they have filled their most important orders first.
Order number
Outstanding invoice value
Schedule date
Departure date
Shipment Priority
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CONTACT NUM: 8125323232, 8125824824
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[N]: OM-> Setup -> Shipping -> Picking -> Define Release Sequence Rule
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CONTACT NUM: 8125323232, 8125824824
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[N]: OM-> Setup -> Shipping -> Picking ->Define Pick Slip Grouping Rule
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CONTACT NUM: 8125323232, 8125824824
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[N]: Inventory-> Setup-> Organizations- > Sub inventories.
Reports
1. Pick slip report.
2. Shipping Exception Report.
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f) Document Set For Ship Confirm
After the shipping activity, list of reports generated automatically based on this setup
[N]: OM->Setup-> Shipping -> Documents -> Document Sets
Reports
1. Shipping Exception Report.
2. Pack slip report.
3. Commercial invoice.
4. Bill of lading.
5. Vehicle Load sheet details.
6. Interface trip stop.
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CONTACT NUM: 8125323232, 8125824824
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Shipping Parameters:
[N]: Setup-> Shipping-> Shipping Parameters
General:
You can define the shipping weight and volume unit of measure classes, criteria for
calculating percent fill basis like weight, volume, or quantity, and shipping events at which
export compliance screening will be performed. (Screening is only applicable if Oracle
Shipping Execution is integrated with a third party ITM partner application).
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CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Pick Release:
You can define Release Sequence rules and Pick Slip Grouping rules, limiting the number of
lines in the pick slip, printing behavior, document set to be printed at pick release, default
staging sub inventory, locator, and decision points to auto create delivery, auto allocation,
enforcing ship sets and ship models, and task planning at the time of pick release.
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CONTACT NUM: 8125323232, 8125824824
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Shipping Transaction:
You can define document sets to be printed at the time of ship confirm, ship confirm rule,
auto-pack options, goods dispatched (COGS) account and whether to enforce packing in
containers.
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CONTACT NUM: 8125323232, 8125824824
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Delivery: You can define the attributes forming the basis of delivery grouping for the
organization.
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CONTACT NUM: 8125323232, 8125824824
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**Auto Allocate:
Enable : After picking automatically pick wave move order generated and material will
be automatically moved from source sub inventory to the staging area.
Disable: After picking pick wave move order generated but manually move stock from
source sub inventory to the staging area.
**Auto create delivery:
Enable: After picking automatically delivery numbers generated.
Disable: After picking manually delivery numbers has to be generated.
WMS Enable:
Inventory organization is WMS Enabled
Inventory organization is not WMS Enabled
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CONTACT NUM: 8125323232, 8125824824
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4. Creating AR Responsibility and attach it to user
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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5. AR Profile Options
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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6. A) AR Systems Options:
[N]: AR-> Setup-> System-> System Options
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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B) Define AR Transaction type
[N]: AR -> Setup -> Transaction type
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C) Define Invoice Source
[N]: AR-> Setup->Transactions-> Sources
Transaction types are used to associate workflows for various phases of sales order.
Also we can assign some of the values here that become default values on the sales order
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CONTACT NUM: 8125323232, 8125824824
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B) Define Header (Order) Transaction Type:
[N]: OM->Setup->Transaction Types->Define
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CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Assign Line to the header
Click on ‘Assign Line Flows’
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CONTACT NUM: 8125323232, 8125824824
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8. Define Document Sequence
Automatically generates sales order numbers. Document sequence must be assigned to the
transaction type (order type).
[N]: OM->Setup->Documents-> Define
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CONTACT NUM: 8125323232, 8125824824
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9. Define Document Category
[N]: OM->Setup->Documents->Categories
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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11. Define Grants and Roles and Assign to User
Granting picker and shipper privileges to the user.
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CONTACT NUM: 8125323232, 8125824824
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Disable all the functions under ‘Trips, Stops, Lines/LPNs, General and Message’
Under Deliveries
Enable ‘Ship Confirm’ Function mandatorily
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CONTACT NUM: 8125323232, 8125824824
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B) Assign Roles (Picker, Shipper) to the user
[N]: OM->Setup->Shipping->Grants and Role definitions->Grants
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CONTACT NUM: 8125323232, 8125824824
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12. Payment Terms.
You can define standard payment terms for your customers to specify the due date and discount
percent for their open items. Payment terms include a discount percent for early payment and you can
assign multiple discounts to each payment term line.
For example 3% 20 Net 30.
[N]: OM->Setup->Orders->Payment terms
Open Transaction Type & Enter information in Main, Shipping & Finance Tabs
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CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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13. Define Profile Class for Customer
[N]: OM->Customers-> Profile Class
**Dunning Letters: Sent to the customer incase of late payments.
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CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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“Save” Below screen appears & Select “Okay”
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CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Click on Apply
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CONTACT NUM: 8125323232, 8125824824
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15. **OM System Parameters
Items defined in the inventory will flow to the order management based on this setup.
This configuration links between inventory and order management.
[N]: OM->Setup->System Parameters->values
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CONTACT NUM: 8125323232, 8125824824
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16. Define Pricing Responsibility
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CONTACT NUM: 8125323232, 8125824824
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17. Set Profile Options for Pricing Responsibility.
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19. Define Primary Price List.
[N]: Pricing Responsibility-> Price Lists-> Price List Setup
Note: If the item price is fixed then provide item selling prices in primary price list itself.
If the item prices are fluctuating through the year then provide item selling prices in
secondary price list and attach to primary price list
20. Define Secondary Price List and assign to Primary Price List, Transaction type.
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CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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21. Run ‘Replicate seed data report’. (xle call raised error)
[N]: System administrator -> Submit new request->Single Request
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22. Define Sales person.
[N]: OM->Setup->Sales->Sales Person
Select New
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23. Define Shipping Method/Define Carrier: (Transportation company) and assign
to transaction type.
[N]: OM->Setup>Shipping>Freight carriers, Cost types->Freight carrier
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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24. Credit Check/Credit Holds.
In Oracle Order management, you can setup Credit limit (which is nothing but the
overall credit limit) and order credit limit at the following levels:
1. Item category level
2. Site level (Bill To)
3. Customer level
4. Party level (This level is applicable only if Credit Management is installed)
5. Operating Unit Default level.
1. Item Category Level
If Credit Check not enabled => Go for Site Level
If Credit Check is enabled and both credit limit and order credit limit are NULL/BLANK
=> Go for Site Level
2. Site Level(Bill To)
If Credit Check not enabled => Go for Customer level
If Credit Check is enabled and both credit limit and order credit limit are NULL/BLANK
=> No Credit Check
3. Customer Level
If Credit Check not enabled => Go for Party level is
Credit Management is installed else go for Operating unit default level
If Credit Check is enabled and both credit limit and order credit limit are NULL/BLANK => No
Credit Check
4. Party level (This level is applicable only if credit Management is installed)
If Credit Check not enabled => Go for Parent Party,if any available, else go to Operating Unit
Default limits.
If Credit Check is enabled and both credit limit and order credit limit are NULL/BLANK => No
Credit Check
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5. Operating Unit Default Level
If both credit limit and order credit limit are NULL/BLANK => No Credit Check
Scenario:
In this test flow, we will setup a credit limit of $5000 for the bill-to-site for an
existing customer A. C. Networks.
We will verify in this test case that the order goes on credit check hold when the
order amount surpasses the credit limit
In order to trigger automatic Credit checking on sales orders it is necessary that the
credit checking is enabled for the order type, customer profile and payment terms
associated with the transaction.
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Step 2 : Customer Profiles Setup
[N]: Customer > Standard
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Step 3: Payment Terms Setup
[N]: Setup > Orders > Payment Terms
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Step 4: Order Types Setup
[N]: Setup > Transaction Types > Define
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To release the credit check hold, go to Actions->Release Holds, enter a Reason, and click on
Release
OM Indivisible:
If this flag enabled we can split the order for that particular item. Single Line/Single order can
split into multiple lines.
(Item Master Form -> Physical Attributes -> OM Indivisible)
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26. Sales Order Types.
a) Standard Sales Order/ OTC Cycle/O2C Cycle (Order to Cash Cycle)
1 • Enter order
2 • Book the order
3 • Pick the order
4 • Ship the order
5 • Run workflow background process.
6 • Invoice.
7 • Receipts
8 • General Ledger
Define Item
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Create On hand using Miscellaneous Receipts
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1. Enter the order:
[N]: OM->Orders, Returns->Sales Order
Header -> Entered
Line -> Entered
2. Book the order:
Header -> Booked
Line -> Awaiting Shipping
3. Pick the order:
Navigation: OM->Shipping->Transactions
Header -> Booked
Line -> Picked.
Pick wave move order generated and transferred (if Auto Allocate flag enabled)
Source SI -> Staging SI
Delivery number generated (if Auto create deliveries flag enabled)
4. Ship the order.
Navigation: OM->Shipping->Transactions
Header -> Booked
Line -> Shipped.
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Interface trip stop(ITS):
It updates (decrement) the on hand in staging sub inventory and move the sales order to
shipped status
5. Run workflow background process.
It will move the data from OM base tables to AR Interface tables (RA_Interface_lines_all) in
case of “Line – Flow Generic Workflow”
Order Header Status -> Booked.
Order Line Status -> Closed.
6. Auto invoice master program.
This will take sales order number as input and generates invoice automatically.
7. Receipts
8. Bank Reconciliation
9. Posted to GL
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
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Line information
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Verify Inventory Periods (Warehouse Org)
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
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**Back order sales order:
If there is no on-hand or if inventory periods are not opened then sales order goes to back
order status which can view from the shipping transactions form.
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Pick the order
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
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Verify Pick slip report out
It displays
Move order number
Delivery Number
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Ship the order
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Run Workflow background process
It Interfaces data from OM Base tables to AR Interface table
It changes Sales order status from Shipping -> closed
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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To view Interfaced record
[N]: AR -> Control -> Auto invoice -> Interface Lines
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Data Base
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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b) RMA Sales Order(Return Material Authorization)
Accepting the returns from the customers on already shipped sales order that may be due to any
reason
Damaged product, Not matching with the quality standards.
Create Return Line Type and assign to header transaction type
Steps
1. Create standard sales order and ship it.
2. Returnable flag should be enabled for the item in item master form.
3. Create RMA Sales order by using RMA Transaction type and Book the order. (Line status ->
Awaiting Returns)
4. Perform receipts (Line status -> Returned)
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 1:
We have already created Standard Sales Order and Shipped
Step2:
Query Item in Master Org
Order Management -> Enable ‘Returnable’ Flag
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 3:
[N]: Orders, Returns -> Order Organizer ->
Enter Shipped Sales Order Number & Find
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Need to perform receipts for the customer returns (Pending)
Need to capture Receiving screen shots
Organization
Customer Supplier
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Steps:
1. Define an item (Apply Purchased Template)(List price)
2. Create sales order and book the order. (Shipping->External)
Header -> Booked.
Line -> Booked.
3. Run work flow back ground process (To move the data from OM Base tables to the PO
Interface Tables, po_requisitions_interface_all).
Header status ->Booked.
Line status -> Awaiting Receipt
4. Run ‘Requisition import’. (From Purchasing Responsibility).
Header -> Booked
Line -> Awaiting Receipts
5. Based on the requisition auto create purchase order and approve it. (Verify Customer
address in the ‘Drop Ship’ region of the purchase order).
6. Do the logical receipts against purchase order. (Verify order statuses)
Header -> Booked
Line -> Shipped
Step1:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Shipping Source -> External
1. Item Level
2. Transaction type level
3. Sales order line level
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step2:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step3:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step4:
From Purchasing Responsibility Run Requisition Import Program
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Verify Requisition Import output
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 5:
[N]: Purchasing -> Auto create
Click on Clear, Enter Requisition Number
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Select the Line & Click on Automatic
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Change Ship To, Bill To from V1 Location to M1 Location
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 6:
[N]: Purchasing -> Receiving -> Receipts (Make Sure, Inventory, PO, GL Periods should open)
Perform Logical Receipts
Create Logical SI (Subinventory Name Should be Logical)
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Minimize the Receipt Header
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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CONTACT NUM: 8125323232, 8125824824
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d) Back to Back Sales Order.
Pre requisites:
1. ATO Check Box should be enabled (It uses ATO workflow)
2. List price should be entered.
3. User should be a buyer.
Note: Remove value at site level for profile option “MRP: Default Sourcing Assignment Set”
Steps:
1. Define item.
Purchased Item Template
List Price
ATO Check Box flag should be enabled (ATO-Assemble to order) in Order Management
region
It should be buy item (General Planning->Buy)
2. Create a sales order and book the sales order. (Order Line Status->Supply Eligible)
3. R.Click -> Progress order-> Create supply order eligible. (Order Status-> External req
requested) (PO_REQUISITIONS_INTERFACE_ALL)
4. Run ‘Requisition import program’ from purchasing resp by selecting import source as ->
CTO. (Order Status->External Request open)
5. Find generated requisition from the requisition summary window.
6. Based on the generated requisition auto create purchase order and get the approvals for the
po. (Order Status-> PO Open)
7. Receive the material against po.(Order Status->Awaiting Shipping)
8. Pick & ship the material to the customer. (Order Status->Shipped)
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 1:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 2:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 3:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 4
Purchasing -> Run Requisition Import
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 5:
[N]: Purchasing -> Requisitions -> Requisition Summary
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 6
[N]: Purchasing -> Auto create
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 7: Receive the material against po.(Order Status->Awaiting Shipping)
Step 8:Pick & ship the material to the customer. (Order Status->Shipped)
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Differences Between Drop Ship and Back to Back
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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7. Verify sales order from ‘order organizer’ form.
8. Pick the material
9. Ship the material.
10. Perform Receipts at destination organization .
Step 1:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 2:
[N]: Inventory -> Setup -> Organizations -> Shipping Networks
Step 3:
[N]: OM -> Customers -> Standard
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Save & Add Details
Select Site -> Details
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Business Purpose -> Ship to -> Details
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Purchasing Options -> Attach OM Transaction Type
[N]: Purchasing -> Setup -> Organizations -> Purchasing options
Step 4:
[N]: Purchasing -> Requisitions -> Requisitions
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 5:
Purchasing -> Run Create Internal Orders
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 6:
Order Management -> Run Order Import
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Verify Child Request output
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 7:
[N]: Order Management -> Orders, Returns -> Order Organizer
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Next Steps
Booking
Picking & Shipping
Perform receipts at destination organization
27. ATP/CTP
Scheduled ship date generation
1. Automatically (Auto schedule -> ON) (Profile option: OM: Auto Schedule > Yes/No)
2. Manual (Auto schedule -> Off)
3. ATP
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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ATP(Available to Promice)
Oracle ATP allows you the capability to promise the delivery to your customer by providing
accurate information of projected demands and supplies
ATP = On-hand +Supply – Demand
On hand = Nettable quantity on hand
Supply = planned orders, scheduled receipts (purchase orders, purchase requisitions, and discrete
jobs),
Demand = sales orders, component demand (from planned orders, discrete jobs, and suggested
repetitive schedules);
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Can be controlled at Item Level
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Oracle ATP allows you the capability to promise the delivery to your customer by providing
accurate information of projected demands and supplies. Basically, there are two types of ATP
where the ATP information is retrieved from
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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28. Inventory Picking Rule
A user–defined set of criteria and priorities, Order Management uses when picking items out
of finished goods inventory to ship to a customer. Picking rules are defined in Oracle
Inventory.
Steps:
1. Define picking rule
2. Picking rule can be associated to Org level and item level (first priority)
3. Test the functionality
Step 1:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 2:
Step3:
create test data based on picking rule setup and test the functionality by performing sales
order picking
3. Shipping
COGS DR
Stage Sub Inventory A/c CR
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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4. After Shipping till Recording the revenue
Deffered COGS DR
COGS CR
Interface Tables:
1. oe_headers_iface_all
2. oe_lines_iface_all
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Fulfillment Sets:
Fulfillment is to ensure order lines are invoiced together, and not separately
Sales order lines waits at ‘Awaiting fulfillment’ status until other sales order lines are shipped.
Header Workflow
1. Order Flow Generic workflow
Entered -> Booked -> Closed (Automatically)
Line Workflows
1. Line Flow Generic:
Entered-> Awaiting Shipping -> Picked -> Shipped -> Closed
2. Line Flow Generic - Bill Only
Entered -> Booked -> Closed
3. Line Flow Generic - Ship only
Entered -> Awaiting Shipping -> Picked -> Shipped -> Closed
4. Line Flow - Standard Service
5. Line Flow – ATO Item (Back to back)
https://docs.oracle.com/cd/E18727_01/doc.121/e16350/T393423T393426.htm
RMA Workflow:-
Note: There is no seeded Order Management workflow to support Return for Replacement.
Un-Invoiced Return
You can receive returned items from consignment without any accounts receivable
activity, as with a returned demo or sample item. You return these items to inventory without
crediting the customer account or shipping a replacement item.
Order Management has not seeded a workflow for this type of order processing.
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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However, to accomplish return order processing in this fashion, users can create a new
workflow that will support an order line type which does not have the Invoice Interface
sub process with its flow definition.
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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33. **Defaulting Rules
Predefined setup provided by Oracle, It is possible to default values in the sales order
header/line based on a condition and with minimum number of keystrokes sales order can
be created.
Like ship method, payment terms, freight terms, price list, order type etc
Step 1
[N]: OM-> Setup -> Rules -> Defaulting
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step2:
Select the attribute to be defaulted
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 3:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 4:
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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34. Processing Constraints
Processing constraints are used to restrict the user action like
Create
Delete
Update
Cancel
Steps
1. Create a constraint
2. Validating the constraint
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Step 1:
[N]: OM -> Setup -> Rules -> Security -> Processing constraints
Step 2:
[N]: OM -> Orders, Returns -> Sales orders
Create a sales order and book
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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Try to change payment type
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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27. In which business scenario clients user "line flow generic - Ship only" workflow?
28. Is it possible to define different sales order sequence to different operating unit?
29. Is it possible to maintain different sales order sequence for sales order types?
30. What is the difference between Business purpose Ship to and Sold to?
31. What is the difference between debit memo and credit memo?
32. What is the difference between invoice & debit memo?
FLAT No: 301, 3rd Floor, Geetanjali Apartments, OPP: SR Nagar Police Station, Hyderabad.
CONTACT NUM: 8125323232, 8125824824
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