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In this Document
Purpose
Scope
Details
Setup Steps
Testflow Steps
References
APPLIES TO:
PURPOSE
The purpose of this bulletin is to provide Oracle Customers with a good understanding of a
sample Testflow for a Simple Back-to-Back (B2B) Order Scenario.
SCOPE
This document helps the Support Engineers and Oracle Customers to understand a sample
Testflow for a Simple Back-to-Back (B2B) Order Scenario.
Testing and screenshots of this page are based on a 11.5.10.2 instance (VENUS).
The B2B process automates the creation of a supply order (PO) when a sales order is booked.
The supply order is hard pegged (hard-reservation) to the sales order that it is supplying so that
once the PO is received, the items are not inadvertently taken by another order or demand.
Where the sales order line is within the process, can be visible at all times so that customer
service inquiries can be answered. This process is used for items that are not typically stocked
nor manufactured. In an environment where lead times are often only a matter of 24 hours, the
B2B process improves efficiency of the three steps above, by closely linking the Sales Order and
the Purchase Order together.
DETAILS
Setup Steps
Go to Inventory > Items > Master Items and define the item as follows :
Enter item name and description.
- From Tools > Copy From, apply the Purchased Item template.
- In the Order Management tab, check the Assemble to Order flag (ATO).
- In the Purchasing tab, enter a value in the List Price field.
- In the Work in Process tab, make sure the Build in WIP flag is checked.
- In the General Planning tab, set the Make or Buy flag to Buy.
Save, and assign to Organization M1.
Note the ATO item attribute is checked as the B2B process utilizes the ATO process of the
workflow. However, the item is not manufactured in WIP, and instead is a 'Buy' item that is
replenished by a supply order in PO. Hence the item may also be called an ATO Buy item.
2. Sourcing rules can be set up in PO to default sourcing information such as the supplier from
which the item is purchased. For simplicity, sourcing rules are not setup for this testflow.
4. Make sure the following periods are open for this testflow.
Inventory Period
Inventory > Accounting Close Cycle > Inventory Accounting Periods
Select the organization (this testflow uses M1).
Purchasing Period
Purchasing > Setup > Financials > Accounting > Control Purchasing Periods
GL Period
Purchasing > Setup > Financials > Account > GL Period
Testflow Steps
Create a sales order with Order Type Mixed and enter the B2B item in the lines for any
quantity.
Book the order. Note down the Order Number.
Place cursor on the line and go to Actions > Progress Order > Select Create Supply Order -
Eligible to progress the workflow of the line.
3. The line status will now show PO-ReqRequested (flow_status_code
PO_REQ_REQUESTED).
4. Go to Purchasing > Reports > Run and run the concurrent program Requisition Import with
the Import Source parameter = CTO. Leave the other parameters as default. The concurrent
program can also be run from OM > Orders, Returns > Requisition Import.
Go to View > Requests and verify that the Requisition Import has completed successfully.
5. The line status of the sales order line will now show PO-ReqCreated (flow_status_code
PO_REQ_CREATED).
From the sales order line, go to Tools > Scheduling > Reservation Details > 'Supply' tab. Verify
that the order line is reserved against the requisition. Note down the requisition number seen in
this window.
6. Go to Purchasing > Requisitions > Requisition Summary.
In the Find Requisitions window, enter requisition number found in the previous step and click
on Find.
Verify that the status is Approved.
From Edit > Clear > Record, clear any query criteria that may be defaulted.
Enter requisition number and click Find.
Check the checkbox to the left of the line, and click on Automatic.
Enter the Supplier and Supplier site such as the following and click on Create.
8. The Purchase Order form will automatically open with the PO that got created.
9. The line status of the sales order line will now show PO-Created (flow_status_code
PO_CREATED).
10. From the sales order line, go to Tools > Scheduling > Reservation Details > 'Supply' tab.
Verify that the order line is reserved against the PO.
11. Go to Purchasing > Receiving > Receipts.
13. The line status of the sales order line will now show Awaiting Shipping (flow_status_code =
AWAITING_SHIPPING).
On the sales order line, Tools > Scheduling > Reservation Details will now show that the item
is reserved against Inventory in Subinventory = FGI.
The line can now be pick released, shipped and invoiced to the customer.
Useful Queries