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Setup steps
We have used a Vision Demo environment, Release 11.5.10.2 to setup this
functionality. The following application responsibility has been used: Order
Management SuperUser, Vision Operations.
1. Enable Margin Calculation system parameter.
Order Management > Setup > System Parameters> Values
2. Set
4. Create a folder in the Sales Orders, Quick Sales Orders and Pricing &
Availability forms.
The fields: Margin Amount, Margin% and Unit Cost are hidden. In order to make
them visible, go to Folder menu > Show Field
Choose them from the list of values.
Important: If the fields that contain margin information are made visible on the Sales
Order form, they are visible also on the Quotes window.
Figure4 Display hidden fields using Show Field option from Folder menu
4.1 In the Sales Orders window, Order Information tab, Other sub-tab: create a folder
in order to display both or either Margin Amount and Order Margin %.
Figure6 Illustrating Marging Amount and Margin% fields on Sales Order (header) level
4.2 In Line Items tab, create a folder to display any or all of the Unit Cost, Margin
Amount and Margin % fields on the Main sub-tab or the Pricing sub-tab.
Assign that folder to be the default folder for those responsibilities who can see
margin.
4.3 Create a folder for the Pricing & Availability window Pricing tab to display any or
all of the Cost, Margin Amount and Margin % fields and assign that folder for those
responsibilities who are allowed to see margin.
5. Define an item cost for item.
Order Management integrates with Oracle Cost Management in order to get the item
cost.
Navigation: Inventory > Item Costs > Item Costs: choose the inventory organization
(warehouse) M1.
Figure8 - Run Update Standard Cost program to create a Frozen Cost Type for item MS_ASSY_ITEM
In the case of average costing, you need to define an item cost appropriately.
Order Management uses the API cst_cost_api.get_item_cost in order to obtain the
current item cost used in margin calculation. The unit cost of the item is get from
inventory organization ( warehouse) displayed on Sales Order line level, Shipping tab.
For more details on how to define an item cost, please review Oracle Cost
Management User Guide, chapter 3 Item Costing.
If the item is an OPM item, OM will call OPM cost API:
GMF_CMCOMMON.cmcommon_get_cost
Margin Holds are applied whenever the Margin% from the order level is below the
minim margin percent defined for Order Transaction Type associated with the Sales
Order.
Figure10 Define a Minimum Margin Percent in Transaction Type window for Order Type associated
with the Sales Order
2. Create a Sales Order for MS_ASSY_ITEM and check the Gross Margin display
Figure11 See Gross Margin fields for a sales order line level for MS_ASSY_ITEM.
Figure12 - If Margin% at Sales Order header level is lower than Minimum Margin Percent defined
previously, the Sales Order line will be in Gross Margin hold.
4. Book the Sales Order and check if an order level margin hold is applied.
Figure13 Process Message window illustrating the margin hold applied to sales order
Important:
Orders entered before the Gross Margin feature is installed or enabled will not have
costs captured and thus will not have margin visible. If you want to obtain costs for
such lines or orders, you can use the Get Cost action. Costs are automatically
refreshed on unshipped order lines when attributes affecting the cost (warehouse and
project) change. But if you know the cost has changed in Oracle Cost Management,
you can manually obtain a more current cost by using the Get Cost action. Cost is
frozen on the order line at the time of shipping.
Repricing at Shipment Workflow
The reprice_line workflow activity usually is placed after shipping or fulfillment.
Cost is fixed at shipping, but margin can be changed by the reprice_line workflow
due to selling price change. Although cost does not change after shipping, the
margin can still change due to a selling price change, hence, a margin hold can be
applied to this order. This margin hold is useful to prevent orders with a wrong
price from going to AR. The Invoice interface workflow activity will honor this hold.
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