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B2B Process in Order Management and Line Split

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This is Presentation about Back to Back Order Process in Oracle Order Management and New Functionality of Line Split for B2B Order line ( R12 feature)

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B2B Process in Order Management and Line Split

  1. 1. ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC. Oracle OM - Sales Order Line Split Bizinsight Consulting Inc. www.bizinsightinc.com inquiry@bizinsightinc.com
  2. 2. 7/15/2016 2 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC. This presentation is about dataflow for a back to back sales order line and Order line splitting. Please Note that for a B2B Sales Order , system will not let you split the sales order line if order line is reserved against requisition/PO/INV , but in Release 12 it let you split the B2B line , if it is reserved against Inventory To Handle this functionality oracle has introduced 1 new Processing Constraint.
  3. 3. Test Case 7/15/2016 3 1. Create a B2B Sales Order /Line ,Book it 2. Progress it to create PO Requisition via Requisition Import. 3. Item will be reserved against External Requisition. 4. Try to split the SO line , System will not allow you to split the line. 5. Auto created the PO and Approve it. Item will be reserved against PO. 6. Try to split the SO line , System will not allow you to split the line. 7. Receive against the PO , Item will now reserved against Inventory. 8. System will now let you split the SO line. ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  4. 4. B2B Split – Item Creation 7/15/2016 4 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  5. 5. B2B Split – Org Assignment 7/15/2016 5 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  6. 6. B2B Split – Order Line Creation 7/15/2016 6 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  7. 7. B2B Split – Order Line Processing 7/15/2016 7 Navigate to Order line and Perform Reservation ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  8. 8. B2B Split – Reservation 7/15/2016 8 Reservation UI shows Demand Source = Sales Order ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  9. 9. B2B Split – Item Reservation 7/15/2016 9 Reservation UI shows Supply Source = Inventory , but Qty is NULL as no stock available ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  10. 10. B2B Split – Progress Line 7/15/2016 10 This is B2B Order line and we need to Create Req/PO ( Supply) for this line.Progress the line from Pop menu by means of selecting the Progress Order ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  11. 11. B2B Split – Progress Line 7/15/2016 11 Progress line ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  12. 12. B2B Split – Requisition Requested 7/15/2016 12 At this Stage data from SO line got inserted into requisition Interface table ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  13. 13. B2B Split – Run Requisition Import to Create Requisition 7/15/2016 13 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  14. 14. B2B Split – Requisition Created 7/15/2016 14 Once Req created in PO , status of order line will changed to “External Req Open” , I.e line is now reserved against Requisition and attempt to split the line will result in error. ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  15. 15. B2B Split – Item Reserve Against Requisition 7/15/2016 15 Also Supply Source for B2B line will chnaged to External requisition. ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  16. 16. B2B Split – Create PO ( Auto Create Process) 7/15/2016 16 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  17. 17. B2B Split – Create PO ( Auto Create Process) 7/15/2016 17 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  18. 18. B2B Split – Create PO ( Auto Create Process) 7/15/2016 18 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  19. 19. B2B Split – Create PO ( Auto Create Process) 7/15/2016 19
  20. 20. B2B Split – PO Created 7/15/2016 20 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  21. 21. B2B Split – PO 7/15/2016 21 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  22. 22. B2B Split – Approve PO 7/15/2016 22 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  23. 23. B2B Split – Item Reserve Against Purchase Order. 7/15/2016 23 Once PO created and Approved , Supply Source will Changed to “Purchase Order”. I.e line is now reserved against Purchase Order and any attempt to split the line will result in error. ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  24. 24. B2B Split – Try to Split the Order line 7/15/2016 24 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  25. 25. B2B Split – System will prompt error message and will not allow you to split the line. 7/15/2016 25 ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  26. 26. B2B Split – receive Against PO 7/15/2016 26 Once receiving has been performed against PO , Supply Source for line will Changed to “Inventory”. ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  27. 27. B2B Split 7/15/2016 27 Once Item is reserved against INV , Try to split the line. ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  28. 28. B2B- Split 7/15/2016 28 System will let you split the line , it Line item is reserved against INV ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.
  29. 29. 7/15/2016 29 THANK YOU For addition information or Demo please feel free to reach us at inquiry@bizinsightinc.com or 925-718-8160. ORACLE OM - SALES ORDER LINE SPLIT BIZINSIGHT CONSULTING INC.

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