Oracle SCM Functional Guide

Oracle Order Management – Adding Customers using the Add Customer Window:

2016-01-03T09:58:00.000+05:30

Oracle Order Management – Adding Customers using the Add Customer Window:

Add Customer Window:

Add Customer window can be accessible from the Sales Order Header window is a user interface from Order Management to Oracle Receivables enables user to define customers.

All customer location contacts created within the Add Customer window are created at the customer level only.

Following options are available to created using the Add Customer window:

1. New customer & Person

2. New address for a new customer

3. New customer and associate the customer with an existing Party

4. New Bill To, Ship To and Deliver To Locations (addresses) for an existing customer

5. New Ship To (drop ship) customers and associated addresses

6. New contacts for new or existing customers

7. New customer account sites from previously defined party sites.

8. New account contacts from existing party level contacts

9. E-mail addresses for new and existing customers and customer contacts

Profile Option:

To enable the Add Customer window in the sales order entry form the below profile option is to be set.

OM: Add Customer

This profile option determines which users who can access the Order Management Add Customer window to enter customers, customer addresses, and customer contact information.

Values:

All:

Users can create new customers, customer addresses, and customer contacts.

Address and Contact only:

Users can access the Add Customer window to create both new customer addresses and/or customer contacts for existing customers only.

None:

User cannot create new customers, customer addresses, and customer contacts.

Default value for this profile option is none.

Adding Customers using the Add Customer Window:

Add Customer window contains the following blocks:

Operating Unit

Customer Type

Customer

Customer Address

Customer Contact

To display the Add Customer window, select one of the following options available within the Sales Order Header Window:

1. Using the mouse right click functionality and select Add Customer from the menu list displayed

2. Click Actions and then select Add Customer from the menu list displayed

Click Yes within a decision dialog box, when displayed

Operating Unit

Operating Unit is defaulted from the main Sales Order transaction form, it was launched from (like the Sales Order window or Pricing and Availability window) and Customer information can be create in that Operating Unit.

Customer Type:

Customer can be an Organization or a person, select from the list down option.

Customer:

Define the Customer name, email id, & phone number details.

Customer Address:

Select the Country from the LOV and define the customer address details and enable the Ship To & Bill To site details.

Customer Contact:

Define the Customer contact details

Select the Create button to create the new customer information or the Cancel button to return to the Sales Order Form.

Oracle R12 Order Management – Profile Options

2015-12-31T10:37:00.000+05:30

Oracle R12 Order Management – Profile Options

Below table provide the profile categories and the profile options that belong to each one and purpose of the user profile options which specifies how the Oracle OM controls access to and processes data.

Profile Category: Profile options are categorized so that they can be easily classified or grouped.

Profile Category	Profile Option	Remarks
Configurations	OM: Allow model fulfillment without configuration	If set to 'Yes', then it will allow the model line to be fulfilled without any child lines.
	OM: Configuration Quick Save	If set to 'Y', the class lines will be saved by a direct database insert call with a minimum defaulting work. This is done only for unbooked orders created using UI.
	OM: Copy Model DFF to child lines	It is used to decide whether to copy additional line DFF from model to child lines.
	OM: Included Item Freeze Method	Select whether included items should be frozen at Order Entry Pick Release
	OM: Party Totals Currency	The currency for order totals maintained in HZ_PARTIES table
	OM: Use Configurator	Set this profile to YES, if you want to use product configurator from OM.
Customer Usage	OM: Add Customer	To Add Customer form from the Sales Order form.
	OM: Add Customer (Order Import)	To Add Customer for Order Import
	OM: Create Account Information	Permission to create Account Information
	OM: E-Mail Required on New Customers	Mandating E-mail on new customers
	OM: Party Totals Currency	The currency for order totals maintained in HZ_PARTIES table
	OM: Sales Order Form: Restrict Customers	Determines Whether Sales Order Form LOV's During Order Entry Time Will Display Only Customers Who Have Addresses Either In Current Org Or Global
Debug	OM: Debug Log Directory	OM: Debug Log Directory
	OM: Debug Level	Debug level to print messages
	OM: Generate Diagnostics for Error Activities	To Generate Diagnostics for Error Activities
Deployment	OM: DBI Installation	DBI Installation flag
	OM: Orders Purge Per Commit
	OM: New EDI Acknowledgment Framework	Use the new framework to generate EDI Acknowledgments.
	OM: Printed Document Extension Class Name	Custom defined extension object registered for preview and print of Order Management Business Documents
	OM: Use Configurator	Set this profile to YES, if you want to use product configurator from OM.
Electronic Messaging	OM: Change SO Response Required	To determine if the Seller should expect a response to an outbound Change SO XML message
	OM: Electronic Message Integration Event Sources	Order Sources enabled for Integration Business Event
	OM: New EDI Acknowledgment Framework	Use the new framework to generate EDI Acknowledgments.
	OM: Order Accept State for XML	Determines the order Accept status for outbound XML messages
	OM: Run Order Import for XML	To run Order Import for XML Message
	OM: Send Acknowledgment for Change PO Response	Determines whether an acknowledgment will be sent for the Change PO Response
Forms UI	OM: Add Customer	To Add Customer form from the Sales Order form.
	OM: Administer Public Queries	Administer public queries in sales order form
	OM: Automatically Open Related Items Window	To Open Related Items Window automatically
	OM: Contact Center Actions Menu Name	Name of the Menu for Agent Actions for OM in Contact Center
	OM: Cust Item Shows Matches	Select whether to show all matching internal items or to default to highest ranked internal item
	OM: Display Actions Button vs. Poplist
	OM: Display Current Selections in Pricing/Availability	Hide or Display the Current Selections region in the Pricing and Availability form
	OM: Enable Related Items and Manual Substitutions	Set to 'Y', enables the Related Items feature
	OM: Item View Method	Select the method to be used in the Order Management Sales Order Form Options Window for item LOV
	OM: Quick Sales Order Form: Auto Refresh	Profile to control if Lines are refreshed after save & Line details are displayed without navigating to Line Details
	OM: Quick Sales Order Form: Defer Pricing	Defers Pricing to save
	OM: Sales Order Form: Cascade Header Changes to Line	Cascade Header Attributes to Lines in Sales Order Form
	OM: Sales Order Form: Refresh Method (Query Coordination)	Determines if Refresh happens Automatically or Manually in Sales Order Form & also if the cursor is repositioned to the original line where the cursor was initially.
	OM: Sales Order Form: Restrict Customers	Determines Whether Sales Order Form LOV's During Order Entry Time Will Display Only Customers Who Have Addresses Either In Current Org Or Global
	OM: Sales Order navigation from Pricing/Availability form	Controls navigation to the Sales Order form
	OM: Sales Orders Form preference	Determines if the Quick Sales Order Form or the Standard Sales Order Form is opened from other applications
	OM: Scheduling Role	Scheduling Role
	OM: Show Line Details	Show Line Details in Sales Order Form
	OM: Show Process Messages Flag	Enable Visibility to Process Messages
	OM: Use Configurator	Set this profile to YES, if you want to use product configurator from OM.
	OM: View Cancel Lines	Determines If Sales Order Form Displays Cancel Lines In Line Items Tab By Default.
	OM: View Closed Lines	Determines If Sales Order Form Displays Closed Lines In Line Items Tab By Default.
	OM: View Pricing & Availability Information in Related Items	View Pricing & Availability Information in Related Items
Fulfillment	OM: Allow model fulfillment without configuration	If set to 'Yes', then it will allow the model line to be fulfilled without any child lines.
	OM: Included Item Freeze Method	Select whether included items should be frozen at Order Entry Pick Release
	OM: Over Return Tolerance	% Over Return Tolerance
	OM: Over Shipment Tolerance	% Over Shipment Tolerance
	OM: Population Of Buyer Code For Dropship Lines	Used to decide whether we populate the buyer information
	OM: Source Code	Enter the Source Code that Oracle Order Management passes in Interface Tables and during on-line interface to other Oracle Financial and Manufacturing products.
	OM: Under Return Tolerance	% Under Return Tolerance
	OM: Under Shipment Tolerance	% Under Shipment Tolerance
	OM: Automatically Interface Lines to IB on Fulfillment	Decides whether order lines should be automatically interfaced to Oracle Install Base
Holds	OM: Modify Seeded Holds	Allow modification of seeded Holds
Holds	OM: Prevent Booking for Line Generic Holds	Prevent booking when the line is on generic hold
Invoicing	OM: Interface freight tax classification code from line	This profile determines whether freight tax classification code should be interfaced from sales order line when freight is interfaced as revenue line to AR
	OM: Invoice Numbering Method	Determines whether invoices numbers are automatically generated or are mapped to the delivery name
	OM: Set Receivables Transaction Date as Current Date for Non-Shippable Lines	If set to 'Yes', Receivables Transaction Date will be the Current Date for non-shippable lines
	OM: View Intercompany AR Invoice	Set to Yes, if you want to view Intercompany AR invoice in SO>Action>View Additional Info
Item Usage	OM: Enable Related Items and Manual Substitutions	Set to 'Y', enables the Related Items feature
	OM: Item Flexfield	Select the Oracle Inventory Item Flexfield
	OM: Restrict Customer Items for Line Level Ship To Address	Display Customer Items pertaining to Line Level Ship To Address
Logistics	OM: Sequence for TP Ship/Deliver Deadline	Sequence for TP Ship/Deliver Deadline
Logistics	OM: Source for TP Early Ship/Deliver Date	Source for TP Early Ship/Deliver Date
Order Import	OM: Add Customer (Order Import)	Add Customer for Order Import
	OM: Import Multiple Shipments	To import multiple shipments via Order Import
	OM: Unique Order Source, Orig Sys Document Ref Combination For Each Customer	Should customer information be included in the order import key
Payments	OM: Commitment Sequencing	To choose the Commitment functionality w/o Promised Amount
	OM: Credit Card Privileges	Privileges to control the Credit Card related information and processing
	OM: Preserve External Credit Balances	If this is set to 'Y' ,external exposure data is not deleted during Initialize credit summaries concurrent program
Portal UI	OM: Customer Service Feedback
	OM: Customer Service Report Defect
	OM: Records On Summary Page For External Users	Based on this profile option, user can set if they want default records for external customers or not.
Pricing	OM: Charges For Backorders
	OM: Charges for included item
	OM: Charging Privilege	Used in deciding access to Charges Form.
	OM: Discounting Privileges
	OM: Enable Group pricing for DSP lines	Indicates whether group pricing is honoured for lines from RLM Demand Interface
	OM: Item Change Honors Frozen Price	Profile for Checking Item change for pricing
	OM: List Price Override Privilege	List price override privilege
	OM: Negative Pricing	Defines if Negative Price is allowed during Order Entry
	OM: Promotion Limit Violation Action	Select NO HOLD for No holds to be applied or HOLD to place holds where violated (line OR order) or ORDER HOLD to place order on hold when any violation occurs
	OM: Send Changed Lines to Pricing	Profile to decide if only changed lines need to be priced
	OM: Unit Price Precision Type
	OM: UOM Class for Charge Periodicity
	OM: Price Adjustment Modifier for AIA Order Lines	Price Adjustment Modifier for AIA Order Lines
Returns	OM: Customer Service Feedback
	OM: Customer Service Report Defect
	OM: Over Return Tolerance	% Over Return Tolerance
	OM: Notification Approver	Role to approve notifications
	OM: Return Item Mismatch Action	For Returns to change returned item
	OM: Return Unfulfilled Referenced Line Action	Controls system behaviour when returning unfulfilled lines
	OM: Under Return Tolerance	% Under Return Tolerance
Scheduling	OM: Assign New Set For Each Line	Each line will be placed in a new set, when header level line set preference is set.
	OM: Authorized To Override ATP	Authorized to override ATP date.
	OM: Auto Push Group Date	Setting of this profile will decide whether to push the set based on scheduling results
	OM: AutoSchedule	Decides whether the order line should by automatically scheduled or not.
	OM: Enforce Shipping Method for Ship Sets	Enforce Shipping Method for Ship Sets
	OM: Schedule ATO Item Without BOM
	OM: Scheduling Role	Scheduling Role
Security	OM: Add Customer	To Add Customer form from the Sales Order form.
	OM: Add Customer (Order Import)	Add Customer for Order Import
	OM: Administer Public Queries	Administer public queries in sales order form
	OM: Authorized To Override ATP	Authorized to override ATP date.
	OM: Cascade Service	If set to "No", services will not be automatically cascaded from model to its options.
	OM: Charging Privilege	Used in deciding access to Charges Form.
	OM: Create Account Information	Permission to create Account Information
	OM: Credit Card Privileges	Privileges to control the Credit Card related information and processing
	OM: Discounting Privileges
	OM: List Price Override Privilege	List price override privilege
	OM: Modify Seeded Holds	Allow modification of seeded Holds
	OM: Scheduling Role	Scheduling Role
	OM: Authorized To Override ATP	Authorized to override ATP date.
Service	OM: Cascade Service	If set to "No", services will not be automatically cascaded from model to its options.
Transaction Entry	OM: Apply Automatic Attachments	If 'Y', then evaluate attachment addition rules and add attachments automatically when saving the sales order or lines.
	OM: Cascade Service	If set to "No", services will not be automatically cascaded from model to its options.
	OM: Configuration Quick Save	If set to 'Y', the class lines will be saved by a direct database insert call with a minimum defaulting work. This is done only for unbooked orders created using UI.
	OM: Copy Model dff to child lines	Used to decide whether to copy additional line DFF from model to child lines.
	OM: Default Sales Agreement Type	Profile to default order type to generate sales agreement number.
	OM: Default Sales Transaction Phase	Use in OM defaulting rules to default transaction phase (Negotiation/Fulfillment) on sales orders.
	OM: Default Salesrep	person id of the salesrep who should get the salescredit
	OM: Display New Order After Copy	Display new order after copy
	OM:Enforce Check For Duplicate Purchase Order	Enforce Check For Duplicate Purchase Order
	OM: Generic Update Constraints Apply to DFF?	Controls whether generic update constraints that apply to all other fields are checked when descriptive flex attributes are updated.
	OM: Prevent Booking for Line Generic Holds	Prevent booking when the line is on generic hold
	OM: Return Item Mismatch Action	For Returns to change returned item
	OM: Return Unfulfilled Referenced Line Action	Controls system behaviour when returning unfulfilled lines
Upgrade	OM: Context Responsibility for Upgraded Orders	This Responsibility will be used to set applications context for deferred activities on upgraded Orders and Lines.
Upgrade	OM: Notification Approver	Role to approve notifications

Oracle Apps – SCM Functional Interview Questions & Answers

2015-12-29T06:43:00.001+05:30

Oracle Apps – SCM Functional Interview Questions & Answers

What is a DFF?
Descriptive Flexfield (DFF) is a tool that lets to create new fields in the forms.

Is the DFF’s are flexible?
DFF are flexible.

Example: Depending upon the value in a field, it can made as either Field1 or Field2 to appear in DFF.

Can these new fields be added without modifying / customization of the screen?

Yes. Only some setup is needed to setup the DFF.

Can these new fields that get created as a result of DFF free text that is whether end user can enter any junk into the new fields that are added via DFF?
If user attach a value set to the field (at time of setup of dff), then field will no longer be free text. The entered value in the field will be validated, also a list of valid values will be provided in LOV.

Will the values that entered by the user in DFF fields be updated to database?
Yes, this happens because for each field that you create using DFF will be mapped to a column in Oracle Applications.

Can user create a DFF on any database column?
Not really. Oracle delivers a predefined list of columns for each table that are meant for DFF usage. Only those columns can be mapped to DFF segments. These columns are named similar to ATTRIBUTE1, ATTRIBUTE2 and ATTRIBUTE3 etc... Usually Oracle provides upto 15 columns, but this number may vary.

Can user add hundreds of fields to a given screen?
This depends on the number of attribute columns in the table that screen uses. Also, those columns must be flagged as DFF enabled in DFF Registration screen. Don’t need to worry much about this because all the ATTRIBUTE columns are by default flagged for their DFF usage.

Is DFFs are related to table and columns?
Yes, each DFF is mapped to one table. And also each segment (or call it field) is mapped to one of the attribute columns in that table.

Is it possible to appear these fields in screen only when certain conditions are met?
Yes, based on Context Sensitive Descriptive Flexfields