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Order Line Sets in Oracle Order Management

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This presentation is about how to Create Line Sets like Ship / Arrival / Fulfillment in Oracle Order Management and Functionality as well as advantages of having line sets.

This presentation is about how to Create Line Sets like Ship / Arrival / Fulfillment in Oracle Order Management and Functionality as well as advantages of having line sets.

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    Order Line Sets in Oracle Order Management Order Line Sets in Oracle Order Management Presentation Transcript

    • Order Line Sets in Oracle Order Management eoracleapps.blogspot.com
    • Introduction
      • This presentation is about how to Create Line Sets like Ship / Arrival / Fulfillment in Oracle Order Management and Functionality as well as advantages of having line sets.
      • This presentation is about R12.
      • I am Oracle Apps/BPEL/Workflow Analyst and blogger with 14+ Years of Experience.
      • [email_address]
      • Blog – eoracleapps.blogspot.com
    • Topics of Discussion
      • What are Order Line Sets and what are various features by Line Sets
      • How to Create Line Sets ( Ship / Arrival/Fulfillmet) in Oracle Order Management.
      • How Sets got Closed.
    • Order Line Sets - Functionality
      • Order Management allows for the creation and usage of Line Sets based upon common order line attributes.There are 3 type of Sets (Ship/Arrival/Fulfillment).
      • Ship sets ensure that at the time of ship confirm, all lines within the set are picked and shipped together, if all the lines in the ship/arrival set not not shipped/arrived , then shipped lines will wait for all the non-shipped lines and workflow for these fulfilled line will be at ship_line-notify workflow activity.
      • Lines will be part of same ShipSet, if
        • Ship From and Ship To Organization (a null value within either of these fields is not valid)
        • Same Scheduled Ship Date
      • Also we have Shipping Parameter’ enforce Ship Sets’ to enforce ship set, if we set this option enable then system will throw an Warning message if user try to ship the lines in the ship set and any of the lines in the ship set is not available for picking.
      • Arrival sets ensure all order lines within the set definition are scheduled to arrive at a customer site on the same date regardless of shipping method and ship to location.
      • Order lines can be automatically added to either an Arrival or Ship Set (but not both) if you enable header level defaulting of sets. You enable header level defaulting of order lines to sets (either Arrival or Ship Sets only) automatically by customer site. select the appropriate check box (Arrival Sets or Ship Sets) within the Standard Customer window, Order Management tab.
      • You cannot create a Defaulting Rule using the entity Order Header to default a value for set details. This functionality is unavailable.
    • Order Line Sets - Functionality
      • Fulfillment set ensures that all the lines in the Fulfillment Set fulfill together. if all the lines in the fulfillment set not not fulfilled , then fulfilled lines will wait for all the non-fulfilled lines and workflow for these fulfilled line will be at fulfill_notify workflow activity and flow_status-code for these lines will be Awaiting fulfillment
      • If the function you are performing cannot be completed because an appropriate Set definition for the current order is not present, the New Set pop up window will display, enabling you to enter a new set.For example, you wish to move an existing order line from an Arrival Set to a Ship Set, but a Ship set definition is not present for the current order, Order Management display the New Set pop up window, and instead perform the Add set function.Enter the Set name and click OK to create and add the order line to the new set, or click Cancel to cancel the creation of the new set.
      • Sets cannot span multiple orders; sets are limited to the order for which they are created.
      • If a set attribute changes for one order line within a set, then the attribute is cascaded to all order lines within the set. This results in a set definition update
    • Order Line Sets - Functionality
      • We have user defined as well as System defined Sets.User Defined Set created from UI , and system defined sets (inherent sets) are automatically created under certain conditions when order lines are saved. System controlled sets are automatically created for order lines that contain ATO configurations and Ship Model complete PTO configurations.
      • If you move or remove an order line from a set, and the order line is the only line within a set definition, the set definition is not deleted. The definition of the set can the be used to add/create order lines within the set definition, until the order is closed.
      • When moving or removing an order line from a set, Order Management will automatically update the Wait workflow activity associated with any order line within the set that may be have been awaiting the completion for the line moved/removed from a set. You cannot unschedule an order line if it is part of set. If an order line is part of a set, and you wish to unschedule the line, you must remove the line from the set prior to unscheduling the line.
    • Order Line Sets - Functionality
      • When you perform any set function, order line scheduling always occurs for the line selected, and if the line is part of a set, scheduling always occurs for all lines within the set.
      • If successful, order line updates have been committed and are displayed within the
      • Sales Order Lines, Shipping tab window. If unsuccessful, an appropriate error message is displayed. No updates will occur. For example, suppose you wish to move an order line from arrival set ABC to arrival set CDF. The results of the insert may fail if the scheduled arrival date of the set ABC is earlier than the scheduled arrival date of CDF.
      • If the Latest Acceptable Date does not exceed the Infinite Supply Time Fence, then the Sales Order line will schedule depending upon the option selected for the latest Acceptable Date in the Scheduling flexibility.
      • Whenever you perform any set function, with the exception of defining a new set,
      • Order Management enforces the following two conditions:
      • 1. The set selected must be Active.
      • 2. The order line you selected to perform a set function against must be able to inherit the identifying attributes of the set selected.
      • Note: If you are defining a new set, Order Management will validate order line attributes entered or defaulted against existing set functionality.
    • How to Define Sets
      • You may define, add, or move order lines to sets by choosing one of the following methods within the Sales Order Lines window:
      • Using the mouse Right click feature.Here you highlight the order line that you want to add in the set and then Right click and Navigate to Sets from the Dropdown Menu and Select the appropriate function like
        • New ( Create New Set)
        • Add to Set (add the line in the existing Set).
        • Above hold goods for all the 3 sets ( Ship / Arrival /Fulfillment).
        • Adding /Updating the set name directly into the Ship Set/Arrival Set Field in the Order
        • Management UI.Please Note that at any time an Order line will be part of either Shipset
        • or Arrival Set , It can’t be include in both the set at same try. Trying so result in error
        • message ( as shown in next slide).
        • Also we don’t have option to define Fulfillment from the Order Line UI , You must use the right mouse click features when defining a Fulfillment set.
      • Set functions are unavailable for non shippable order lines.Reason – Why on earth you want to assign ship/arrival set to lines that we are not going to ship at all.
    • How to Define Ship/Fulfillment Set
      • Lines Sets
    • How to Define Ship/Fulfillment Set
      • Lines Sets
    • How to Define Ship/Fulfillment Set
      • Lines Sets
    • How to Define Ship/Fulfillment Set
      • Lines Sets
    • How to Define Ship/Fulfillment Set
      • Lines Sets
    • How to Define Ship/Fulfillment Set
      • Lines Sets
    • Advantages of the Sets
      • Assist in reducing shipping costs as we shipped/fulfill together.Many a time your customer want you to ship/Invoice all the Items together , that help you as well as them in reducing Shipping and data processing (invoice printing etc) cost. Like Amazon.com
      • Enable you to deliver complete order quantities to specified customers on mutually Order Management Processes.
      • Specify models and kits can only be shipped complete, not partially
      • Enable you to perform functions as a group instead of individually.
      • Add a Split Shipment (backordered line) line to a new or existing Ship Set.
    • Set Status Order Management Sets are either Active or Closed. • A Set is Active until one or all of the lines within the set are shipped. • A Set is Closed when one or all order lines within a set have been either shipped, fulfilled, or based upon the arrival date if it is a arrival set.( As shown in Below 2 Slides). If one order line within a set is shipped, then all remaining lines within the set are removed from the set definition if they are also not shipped and the set Closed.You cannot add or remove order lines to a closed set. Sets cannot span multiple orders
    • Set Status
      • Lines Sets
    • Set Status
      • Lines Sets
    • Set Status
      • Lines Sets
    • Set Status
      • Lines Sets
    • Additional Info.
      • You cannot add or remove order lines to a closed set.
      • If a line that is a part of a ship set is split by the system, you will receive a message informing you of the split. When the Ship Confirm process is initiated, the split line is removed from the original Ship Set and will not be automatically assigned to any Ship Set
      • ATO configuration or Ship Model complete PTO model are always included in system defined sets. If either is included within a user defined set, both the model line and all option lines are automatically included in the user defined set
      • definition, provided validation is successful.
      • If you remove a model or parent item from a set, all option lines are automatically removed from the set. To perform any set operations for a model is on the parent.
      • Order Management has validations to restrict functions against a set; once a set is defined, if any line within a set is shipped, the set is considered closed and the set definition cannot be modified.
    • Removal of line from the Sets
      • Lines Sets
    • Q&A Feel free to contact me for any question related to this Topic