O2C Information ...

1.    Enter the order header, line details and Book it:

Responsibility: Order Management Super User, Vision Operations (USA)

Navigate to Orders, Returns à Sales Orders
Open the Sales Orders Window

Order Number: 66413

  

2.    Schedule order:

·         Check if the order lines are scheduled or not. If any of the order line is in BOOKED status, it means that the order line is not yet scheduled.

·         Run the Schedule Order concurrent program to schedule the order. After the concurrent program is scheduled the order line will move to Awaiting Shipping status.

·         Still if the order lines do not go to Awaiting Shipping, check for any holds on the order line/ header. Release the holds (if any) and re-run theSchedule Order program.

·         You can even schedule the order line in the following way: Right click on the order line and progress the line to schedule it. Check the OM scheduling related setups

Order tables:

OE_ORDER_LINES_ALL.visible_demand_flag: visible_demand_flag= Yes lines will be made available as Demanded to Planning

Shipping tables: The shipping tables get populated after order scheduling.

WSH_DELIVERY_DETAILS.released_status: monitors the shipping process of the order line

WSH_DELIVERY_ASSIGNMENTS: Assigns delivery details to a delivery and/or a parent delivery detail.

Once the order is booked from the application, following changes occur in the backend

§  OE_ORDER_HEADERS_ALL (flow_status_code as BOOKED, booked_flag updated to Y)

§  OE_ORDER_LINES_ALL (flow_status_code as AWAITING_SHIPPING, booked_flag updated Y)

§  Since the order is now booked, delivery details of the order are created in WSH_DELIVERY_DETAILS table. WSH_DELIVERY_DETAILS has delivery lines and LPNs.

                           OOL.line_id = WDD.source_line_id

§  These delivery details information can been viewed form ‘Shipping Transactions Form’ and the delivery status in the application will be as ‘Ready to Release’

§  WSH_DELIVERY_DETAILS.released_status =’R’

§  WSH_DELIVERY_DETAILS.Release_Status can have any of the below valid values

§  WSH_DELIVERY_ASSIGNMENTS (WDA) assigns delivery details to a delivery and/or a parent delivery detail (LPN).

WDA.delivery_detail_id = WDD.delivery_detail_id

§  WSH_DELIVERY_ASSIGNMENTS.delivery_id will be NULL as still pick release operation is not performed as final delivery is not yet created.

§  At the same time when order is booked ‘Demand interface program’ is triggered in the background and demand of the item with specified quantity is created and these demand information is stored in MTL_DEMAND.

MTL_DEMAND.demand_source_line = OOL.line_id

3.    Pick Release the Sales Order

·         Navigate to the Shipping Transaction Form (Shipping à Transactions)

Enter the following in the Query Manager window and click Find

From Order Number = 66413 To Order Number = 66413

·         You can find the data in Shipping transaction screen (WSH shipping tables) only when order is scheduled.

·         On the Shipping Transaction Form select Launch Pick Release from the Action menu and click on GO button. 

·         If Auto Pick confirm is not selected while pick release, then we have to manually do the transact move order process. In fact pick confirm also triggers the transact move order process in which the inventory is moved from item sub inventory to staging area.

Order line status becomes ‘Picked’ on Order and ‘Staged/Pick Confirmed’ on Shipping Form.

§  MTL_MATERIAL_TRANSACTIONS_TEMP (Record gets deleted from here and gets posted to MTL_MATERIAL_TRANSACTIONS)

§  OE_ORDER_LINES_ALL.flow_status_code =’PICKED’

§  MTL_MATERIAL_TRANSACTIONS is updated with Sales Order Pick Transaction 

MMT.trx_source_line_id  = OOL.line_id

§  MTL_TRANSACTION_ACCOUNTS is updated with accounting information

§  WSH_DELIVERY_DETAILS. released_status=‘Y’ (‘Released’)

§  WSH_DELIVERY_ASSIGNMENTS, MTL_ONHAND_QUANTITIES are updated accordingly

Note: Pick Confirm step can be eliminated if ‘Auto Pick Confirm’ is selected as ‘YES’ while performed manual pick release. If Pick release is done through shipping transactions form and if you want to perform auto pick confirm then picking rules setup has to be done.

4.    Ship Confirm the Sales Order

·         Navigate to the Shipping Transaction Form (Shipping à  Transactions)

·         Enter the following in the Query Manager window and click Find

From Order Number = 66413 To Order Number = 66413

·         On the Shipping Transaction Form navigate to the Delivery Tab and select Ship Confirm from the Action menu and click on GO button. Ship confirm process triggers the Interface Trip Stops concurrent program.

o    OE_ORDER_LINES_ALL.flow_status_code =‘SHIPPED’

o    WSH_DELIVERY_DETAILS. released_status=‘C’ (‘Shipped’)

o    Data from MTL_TRANSACTIONS_INTERFACE is moved to MTL_MATERIAL_TRANACTIONS and MTL_MATERIAL_TRANSACTIONS is updated withSales Order Issue transaction.

o    Data is deleted from MTL_DEMAND, MTL_RESERVATIONS and WSH_NEW_DELIVERIES

o    Item reduced from MTL_ONHAND_QUANTITIES

MTL_TRANSACTION_ACCOUNTS is updated with accounting information.

Following are the pick release status:

Table: WSH_DELIVERY_DETAILS

Column: RELEASED_STATUS

Possible Values:

B: Backordered- Line failed to be allocated in Inventory
C: Shipped -Line has been shipped
D: Cancelled -Line is Cancelled
N: Not Ready for Release -Line is not ready to be released
R: Ready to Release: Line is ready to be released
S: Released to Warehouse: Line has been released to Inventory for processing
X: Not Applicable- Line is not applicable for Pick Release
Y: Staged- Line has been picked and staged by Inventory

Check the blog post for the detailed pick release status

  

·         Verify the details on the Confirm Delivery window and click OK and close the window.  

5.    Run the Interface Trip Stop – SRS Program

·         The Interface Trip Stop (ITS) will be trigger at the time of Shipping if check box “Defer Interface” is not check. ITS can also be executed from concurrent request.

Interface Trip Stop has two main components:

1.    Update the Order Management Data (oe_order_lines_all)

2.    Trigger the Inventory Interface (to Update the Inventory tables)

·         ITS updates the following fields on oe_order_lines_all table:

·         Shipped_quantity

·         Shipping_quantity

·         Actual_shipment_date

·         Inventory Interface will be trigger only if the first part, that means related to OM has successfully completed and flag OE_INTERFACED_FLAG = ‘Y’ on WSH_DELIVERY_DETAILS.  If value of this flag is N/P then Inventory Interface will never be triggered. And even if you try to submit the Inventory Interface from SRS, delivery detail with oe_interfaced_flag =’N’ will never be picked up.

o    oe_interfaced_flag = Y -- signifies ITS has interfaced shipping data to OM

o    inv_interfaced_flag = Y -- signifies ITS has interfaced shipping data to INV

Navigate to Shipping Interfaces window (Shipping à Interfaces à Run)

Select the Interface Trip Stop - SRS Program from the LOVs

On the parameters window enter

Mode = All

Click on the OK button and then on the Submit button:

6.    Run the Master AutoInvoice Program

Navigate to the Run AutoInvoice window, (Interfaces à AutoInvoice)

Select the AutoInvoice Master Program from the LOV

On the parameters window enter

Invoice Source = ORDER ENTRY

Default Date = Enter Today’s Date

(Low) Sales Order Number = 66413

(High) Sales Order Number = 66413

Then click OK and Submit button.

7.    View the Transaction created by the AutoInvoice Program

·         Navigate to the Additional Line Information window, (Orders, Returns àOrder Organizer)

·         On the Find Order window, query your order number = 66413

·         On the Order Organizer window, navigate to Lines Tab and click on Actions button and select the Additional Line information and click OK.

8.    On the Additional Line Information window, navigate to Invoices / Credit Memos Tab and click on the Invoice Details button. This would open Transactions window, where you can see the invoice details.