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Add the item to the price list or create a new price list.
Ensure that the items are available in your shipping sub inventory or perform miscellaneous
transactions to augment the same.
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After successful addition, Go back to Order Management Super User and Continue
the Sales order Process
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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.
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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 the Schedule 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
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You can find the data in Shipping transaction screen (WSH shipping tables) only
when order is scheduled.
On the Shipping Transaction Form selects Launch Pick Release from the Action menu
and click on GO button.
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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.
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Enter the following in the Query Manager window and click Find
From Order Number = 66463 To Order Number = 66463
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On the Shipping Transaction Form navigate to the Delivery Tab and select Ship Confirm from
the Action menu and click on GO button. Ships 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 with
Sales 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
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Verify the details on the Confirm Delivery window and click OK and close the
window.
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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.
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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.
oe_interfaced_flag = Y -- signifies ITS has interfaced shipping data to OM
inv_interfaced_flag = Y -- signifies ITS has interfaced shipping data to INV
Navigate to Shipping Interfaces window (Shipping Interfaces 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:
Creating Invoice
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Navigate to the Additional Line Information window, (Orders, Returns Order Organizer)
On the Order Organizer window, navigate to Lines Tab and click on Actions button and select
the Additional Line information and click OK.
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.
Queries
SELECT*FROMOE_ORDER_HEADERS_ALLWHEREHEADER_ID=63399;
SELECT*FROMOE_ORDER_LINES_ALL;
SELECT*FROMMTL_SYSTEM_ITEMS_BWHEREINVENTORY_ITEM_ID=201AND
ORGANIZATION_ID=889;
SELECT*FROMOE_ORDER_HEADERS_ALLWHEREORDER_NUMBER=66463;
SELECT*FROMOE_ORDER_LINES_ALLWHEREHEADER_ID=190657;
/*Formattedon0301201416:06:51(QP5v5.115.810.9015)*/
SELECTHEADER_ID,
ORG_ID,
ORDER_TYPE_ID,
FLOW_STATUS_CODE,
TRANSACTIONAL_CURR_CODE,
SHIPPING_METHOD_CODE,
SHIP_FROM_ORG_ID,
SHIP_TO_ORG_ID
FROMOE_ORDER_HEADERS_ALL
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WHEREORDER_NUMBER=66463;
/*Formattedon0301201416:07:32(QP5v5.115.810.9015)*/
SELECTORDERED_ITEM,
INVENTORY_ITEM_ID,
PRICING_QUANTITY,
ORDERED_QUANTITY,
FLOW_STATUS_CODE,
UNIT_SELLING_PRICE_PER_PQTY
FROMOE_ORDER_LINES_ALL
WHERELINE_ID=388594;
SELECT*FROMWSH_DELIVERY_DETAILSWHERESOURCE_HEADER_ID=190657;
/*Formattedon0301201416:12:40(QP5v5.115.810.9015)*/
SELECTDELIVERY_DETAIL_ID,
SOURCE_HEADER_ID,
SOURCE_LINE_ID,
SOURCE_CODE,
CUSTOMER_ID,
INVENTORY_ITEM_ID,
ITEM_DESCRIPTION,
SHIP_FROM_LOCATION_ID,
SHIP_TO_LOCATION_ID,
MOVE_ORDER_LINE_ID,
REQUESTED_QUANTITY,
SHIPPED_QUANTITY,
SUBINVENTORY,
RELEASED_STATUS,
SHIP_METHOD_CODE,
CARRIER_ID
FROMWSH_DELIVERY_DETAILS
WHERESOURCE_HEADER_ID=190657;
/*Formattedon0301201416:18:32(QP5v5.115.810.9015)*/
SELECTDELIVERY_ASSIGNMENT_ID,
DELIVERY_ID,
PARENT_DELIVERY_ID,
DELIVERY_DETAIL_ID,
PARENT_DELIVERY_DETAIL_ID,
CREATION_DATE,
CREATED_BY,
LAST_UPDATE_DATE,
LAST_UPDATED_BY,
ACTIVE_FLAG,
TYPE
FROMWSH_DELIVERY_ASSIGNMENTS
WHEREDELIVERY_DETAIL_ID=3963468;
SELECT*FROMWSH_NEW_DELIVERIES;
select*frommtl_material_transactionswheretransaction_date>sysdate1
select*frommtl_transaction_typeswheretransaction_type_id=52
select*fromoe_order_headers_allwhereorder_number='66463'
10037508InvoiceNumber
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Creating Receipt
Navigation Path: Receivables, Vision Operations
Transactions > Transactions.
Query for the Sales Order number 66463 by inputting the Value of the Sales order number in the
reference field. Sales Invoice 10037508 is created.
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Click on the form and enter a Receipt for the Sales Invoice created.
Navigation Path: Receivables, Vision Operations
Receipts > Receipts
Enter a Receipt number. The Currency field is defaulted is defaulted from Functional currency and the
Receipt Date and GL Date are defaulted from System Date and choose the Payment method of
Manual Remittance.
Enter in Transaction Number field 10037508, which is the Sales Invoice number against which cash is
received and Click on the Applications Button.
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We can go to Collections Form and view the amount due from the customer.
Navigation Path: Receivables, Vision Operations
Select Account Details
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Click on the Account Details form and enter the Customer number 2239 in the number field. Click on
the Find Button
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Next, we have to remit the check we have received from Business World
Navigation Path: Receivables, Vision Operations
Receipts > Remittance
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Remittances Form opens and Currency, Batch Date, GL Date and Remittance method defaults. Enter
the Payment method Manual Remittance and choose the Bank Account Number from the List of
Values. Click on Auto Create Button
Create Remittance Batch Window Opens and enter the Receipt Number 797979 and the Customer
Number 1608 and enable the Create, Approve and Format check box.
Click on OK Button and a message pops up Submit 1 Batches for Format.
Click on Yes Button.
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This Generates a Concurrent request and generates the Automatic Remittances Execution Report.
Automatic Receipts/Remittances Execution Report
Print Remittances
Now, You go to Receipts screen and Query for the Receipt Number 797979, the status of the Receipt
might have changed from Confirmed to remitted.
Navigation Path: Receivables, Vision Operations
Receipts > Receipts
Query for Receipt number 797979
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Receipt Reconciliation
Next, we need to clear the Receipt in Cash Management.
Navigation Path: Cash Management, Vision Operations
Bank Statements > Bank Statements and Reconciliation
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Bank Statement Line Window Opens up. Enter the Line Number 1 and choose the Type as Receipt
and enter the amount as 701.96 and save the record. Close the Window.
Next Step is to choose the Receipt advice and reconcile with the Bank Statement we created.
Navigation Path: Cash Management, Vision Operations
Bank Statements > Manual Clearing > Clear Transactions
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Find Transactions Window opens up and the radio button detail is enabled and uncheck the Payment
and Miscellaneous check box. Click on the Find Button.
Clear transactions Form opens up and enable the check box on left-hand side for the receipt number
797979 and click on clear Transaction. This will clear the Transaction and reconcile the Transactions
with the bank Statement.
Now, Log on to receivables Responsibility and check the status of the Receipt 797979.
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SELECT*FROMOE_ORDER_HEADERS_ALLWHEREORDER_NUMBER=66463;
SELECT*FROMOE_ORDER_LINES_ALLWHEREHEADER_ID=190657;
SELECT*FROMWSH_DELIVERY_DETAILSWHERESOURCE_HEADER_ID=190657;
SELECT*FROMWSH_NEW_DELIVERIESWHEREDELIVERY_ID=3774384;
SELECT*FROMWSH_DELIVERY_ASSIGNMENTSWHEREDELIVERY_DETAIL_ID=3963468;
SELECT*FROMMTL_MATERIAL_TRANSACTIONSWHERETRANSACTION_ID=23607094;
SELECT*FROMMTL_TRANSACTION_TYPESWHERETRANSACTION_TYPE_ID=52;
SELECT*FROMRA_CUSTOMER_TRX_ALLWHERETRX_NUMBER='797979';
SELECT*FROMAR_PAYMENT_SCHEDULES_ALLWHERECREATED_BY=1013427;
SELECT*FROMAR_CASH_RECEIPTS_ALLWHERECREATED_BY=1013427;
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