Oracle Technologies

Override Item Description - 1

2012-01-27T11:01:00.000-08:00

In Oracle applications we define the Item and its attribute ( like description , min/max,UOM etc ) in Oracle Inventory . But many a time item description that customer ordered is not matched the the item description of the supplier.
For Example , Supplier Description is Dell Laptop Model Latitude , where as customer has defined it as DELL-Latitude , and if supplier supplies this as "Dell Laptop Model Latitude" , customer might reject that because of item description mis-match.To resolve this we have a new feature in Oracle application "User Item description " .

In Oracle Application , we can enter or change the User Item Description on the Sales Orders window, to one

that matches the purchase order (customer's item description). This description is different from the one that is
defined in Oracle Inventory, and pertains to an individual sales order line. This feature can also be used to provide a description for generic part numbers, so that you don't have to add a unique item to the item master for items being ordered only once. Once the line is invoiced, the User Item Description on the line cannot be changed.

Quote Deletion in Oracle Order Management.

2012-01-27T10:47:00.000-08:00

Oracle Order Management let you delete the Quotes from the system , as long as they are not in "Pending Internal Approval" Status.

But their is a exception , if If a gapless sequence is used for the quote number then you cannot delete quotes. You must mark the quote status as Lost, and retain the quote. The only way to remove them from the
system is by running a purge program

Customer Name Change in Oracle Receivable (Oracle Applications)

2012-01-25T05:02:00.000-08:00

If your business has requirement to Change the customer Name in Oracle Receivable , then set the profile option "AR: Change Customer Name" to Yes . If this profile option is set to No , then system will not let user to change the customer Name.

Also - You cannot update a customer Name within the Add Customer window in Order Management . If you wish to update a customer Name, use the Receivables Standard Customer window.

Scheduling with Order Import

2012-01-25T04:56:00.000-08:00

Order Import allows you to reserve orders as they are imported, using the same rules as
on-line order entry. If the scheduling request is unsuccessful on an imported order, the
order will still be imported, and the scheduling exceptions can be viewed in the Error
Messages of the Order Import Corrections window. You can use Schedule, Unschedule,
Reserve or Unreserve as values for scheduling actions.

Order Booking as Deferred Process

2012-01-25T03:03:00.000-08:00

Below is short post about how to make Order Booking process as deferred process...(About why to make booking as deferred process ...Many a times customers who import bulk of order using order Import has requirement not to book the individual order , rather they prefer to run the workflow background process and Book the batch of orders in single go).

Below are the steps about how to modify the Oracle Standard Order Header workflow and add Booking as Deferred Process.

1. Oracle Standard Order Header Workflow

2.Oracle Standard Booking Process.

How to view workflow details for Order Header and Lines....

2012-01-22T22:22:00.000-08:00

In Oracle Order Management we can view the workflow status for Order Header as well as Order Line from Order workbench , below are the more details ...

to check the workflow status for order header /lines navigate to Tools > Workflow Status and it will launches the workflow status page. The window shows in tabular format all the activities an order header or line has completed and the corresponding results.

Similarly ,from the workflow status page, you can access the Workflow monitor to see the order or line status in a more graphical format. This is available through the View Diagram button.

How to Register Concurrent Program in Oracle Application.

2012-01-14T09:04:00.000-08:00

Below is the short demo about how to register concurrent program with Oracle application.

Reservation time fence

2012-01-13T06:33:00.000-08:00

Reservations are performed automatically when the line is scheduled, and the schedule date is within the reservation time fence.

But if schedule date is not with in reservation time fence then system will not perform reservation.

Scheduling Group in OM

2012-01-13T06:31:00.000-08:00

When a new line is inserted into a scheduling group (such as a ship set or a configuration), system will first try to schedule the new line with the same attributes as the other lines in the scheduling group. If that fails, then it checks the value of the profile option Auto Push Group Date. If the value is No, the line is inserted but not scheduled. If the value is Yes, the system tries to reschedule the whole set. If rescheduling the whole set fails, the line is inserted but not scheduled.

Oracle BPEL Pick Activity

2011-12-26T01:15:00.000-08:00

The pick activity provides two branches, each one with a condition. The branch that has its condition satisfied first is executed.

This activity waits for the occurrence of one event in a set of events and performs the activity associated with that event. The occurrence of the events is often mutually exclusive (the process either receives an acceptance
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Status of Order Management Quotes

2011-12-25T21:09:00.000-08:00

Below are the all the possible statuses of Order Management Quote before it got converted in Sales Order.

Quotes

DRAFT
Pending Internal Approval (PENDING_INTERNAL_APPROVAL)
Draft - Internal Rejected(DRAFT_INTERNAL_REJECTED)
Pending Customer Acceptance(PENDING_CUSTOMER_ACCEPTANCE)
Draft - Customer Rejected (DRAFT_CUSTOMER_REJECTED)

Defer Scheduling when adding line to Set with OM: Auto Schedule Sets

2011-12-25T20:30:00.000-08:00

In R12.1 Oracle has introduced a new feature in Order Management . Now with R12.1 we can add lines to an existing ShipSet / Arrival Set without getting scheduled.

This is very important feature as many a time when order lines that are part of the set and are in ENTERED status , and if we add new lines to these set , system scheduled these lines , that scheduling in turns consume the available quantity ( being part of the line in ENTERED status , and still consuming the available quantity does not make any sense),but as per the current functionality, lines cannot be part of a set, if they are not scheduled and similarly lines cannot be unscheduled, if they are part of a set

But this is taken care in R12.1 , in this release Oracle has introduced a new system parameter “OM: Auto Schedule Sets”. The value of the system parameter will decide whether lines, which are getting added to a set, should be automatically scheduled or not, at the time of set creation. If the system parameter value is set to ‘No’, lines will not be scheduled automatically, when they are added to a new set. Though user can schedule the lines manually whenever it is required. If, on the other hand, the value of the this system parameter is set to "Yes" then the lines will be scheduled as and when they are added to a set, i.e. the existing behavior.

Queries to get Supply and Demand data for Oracle Apps

2011-12-22T13:50:00.000-08:00

below are 3 queries that might helpful to get Supply and demand details -

select m.demand_source_header_id,m.supply_source_header_id,m.demand_source_line_id,
p.supply_source_line_id
from
mtl_reservations m, po_line_locations_all p
where m.supply_source_line_id = p.line_location_id
and p.po_line_id = &enter_po_line_id

select m.demand_source_header_id,m.supply_source_header_id,m.demand_source_line_id
from
mtl_reservations m, oe_order_lines_all l
where m.demand_source_line_id = l.line_id
and l.line_id = &enter_order_line_id

select ms.supply_type_code,ms.supply_source_id ,ms.po_header_id,ms.po_line_id
from mtl_supply ms , po_lines_all p
where ms.po_line_id = p.po_line_id
and ms.po_header_id = p.po_header_id

Apart from this their is one interesting view MTL_RESERVATIONS_ALL_V , we can use that too, to get all these details

2 Interesting Oracle Workflow APIs

2011-12-22T01:58:00.000-08:00

Abort Process

BEGIN
wf_engine.abortprocess
               (itemtype =>l_item_type,
                itemkey=>l_item_key );
exception
            when others then
                update wf_items
                   set end_date = sysdate
                 where item_type = l_item_type
                   and item_key = l_item_key;
END ;

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TCA Queries for R12

2011-12-22T00:25:00.000-08:00

Below are 2 TCA queries to get Party and Account data for R12.

---
Set the Context
----
exec mo_global.set_policy_context('S',&enter_org_id);

select stca.cust_account_id customer, u.cust_acct_site_id address,
stcsu.site_use_id site, stpsu.location_id party_location
from hz_cust_site_uses u,
hz_cust_accounts stca,
hz_party_sites stpsu,
hz_cust_acct_sites stps,
hz_cust_site_uses stcsu
where STCA.cust_account_id = l_cust_acct_id
Read More >>

Quote vs Order in Oracle Order Management.

2011-11-17T19:36:00.001-08:00

In Oracle Order management we have option to create Sales Order from Sales Quote ( for more info plese refer my earlier post Quote to Order flow ).During this flow system will create only 1 record for Quote Header as well as for each line in the Quote, by that I mean when we creates the Quote , data for Quote header/lines got inserted into oe_order_headers_all/oe_order_lines all , and once Quote got converted into Order, same data will be used for order header /lines,only difference are
1.Flow Status Code for Order header will be updated to "Entered", plus
2.For Quote, system insert the data into workflow tables like

wf_items and wf_item_activity_statuses with item_type ='OENH' , but once Quote got approved and converted to Orders , system will end_date the workflow with item_type ='OENH' and creates new workflow with item_type ='OEOH'( for order header) and OEOL (for order lines).

Please note that in Quotes there is no workflow for Order lines.

Defaulting Rules not working

2011-11-03T18:46:00.000-07:00

Defaulting Rule

When ever we define a new defaulting rule , we need to compile the Defaulting API by means of executing Generate Defaulting Handler so that new condition added in the defaulting API.

Once setup for defaulting rule is complete , follow below steps compile the defaulting API .

Navigate to the Defaulting Rule UI.
Tools >> Generate Defaulting Handler package
Make sure concurrent program "Defaulting Generator" , completed successfully.

Hope that helps

When to use Mediator in SCA

2011-10-31T22:24:00.000-07:00

Mediator runs inside the SCA assembly and has very efficient bindings with all other assemblies of SCA , especially with BPEL Engine . In my opinion following are the 4 most efficient way to use Mediator inside SCA

Routing of data b/w components of SCA assembly.
Validation of i/p messages to SCA.
Transformation of data from one format to another format with in SCA.
Filteration.

Fulfillment Set and Delivery based Invoicing

2011-10-27T18:05:00.000-07:00

Fulfillment Set and Delivery based Invoicing

In my earlier post about Fulfillment set , I have stated that by adding lines in the fulfillment set we can fulfilled/Invoiced them together. This actually not true all the time, If we have delivery based Invoicing, in such case Order management will push the data to Oracle receivables only when ALL order lines that are part of same delivery successfully reach the Order line workflow Invoicing activity. If some of the lines that are part of a delivery are fulfilled and other that are part of same delivery are Not Fulfilled then lines that are fulfilled will wait for the lines that are not fulfilled .

Example -

So say we have L1/L2/L3/L4/L5 5 lines and out of these 5 lines 4 lines L1/L2/L3/L4 in same fulfillment Set F1. And L1&L2&L5 part of delivery D1 and L3&L4 part of delivery D2.

Since these 4 lines (L1 to L4) are part of same fulfillment, they will fulfilled together irrespective of what delivery they belongs, but L1 and L2 though fulfilled ,will not invoiced till all others lines (in our case L5) in the same delivery (D2) reach the Invoice Line activity of the Order line workflow . Whereas L3&L4 has no such issue , both the lines that are part of D2, and also fulfilled thus will be Interfaced to AR from OM

Hope that helps

Oracle Order Management Fulfillment Set

2011-10-23T20:02:00.000-07:00

This post is about how to implement fulfillment set in oracle order management.Oracle has offered fulfillment set to group all the lines that we want to fulfill together.

Test Case - lets's say we have sales order with 3 lines and as per business requirement we want to fulfill these lines together.
But there is a possibility

one of the line in the order is already shipped and ready for fulfill.
second line still not shippped and is in status Awaiting Shipping and
3^rd line got Back-ordered. status. With the above scenario it is very clear that these lines once fulfilled goes to different Invoices.

Solution - But if we want to fulfilled and invoiced these lines together , this can be done with the help of FULFILMENT SET.If a line is part of fulfillment set , it will not progress beyond the fulfill activity (Workflow activity - FULFILL_LINE) till all other lines in the same fulfillment set reach to FULFILL_LINE workflow activity. Once last eligible line in the Set reached FULFILL_LINE activity it will progress all lines of the SET.

How to assign lines to Fulfillment Set (Same Set as Order header Fulfillment Set).

Create an Order and check the Fulfillment Set check box.
Create Order lines and all the lines in the order automatically added to same fulfillment set.

How to assign lines to Fulfillment Set (By System).

Create an Order.
Add Lines to Order.
Select the lines that we want to add in the fulfillment set rt. click and from MENU select “Sets >> New >> Fulfillment Sets”
Enter a name in Set Name.
To Assign a line to an existing set , Select the Line, rt. click and from MENU select “Sets >> Add to the Set >> Fulfillment Sets , and select the set name from list of values to which you want to assign the Line.If there is only one set exists , then no list of value appears.

Remove Line from Fulfillment Set.
Select line that you want to remove from the set, rt. click and from MENU select “Sets >> Remove from Set >> Fulfillment Sets .Line will be removed from Set.

Technical Aspects

Fulfillment Set data is captured in the table OE_LINE_SETS.Following query will help to retrieve the data for Set.
SELECT s.set_id,s.set_name
, set_status, s.header_id
, ( select open_flag
from oe_order_lines_all lin
where lin.line_id = ls.line_id) line_open
, line_id
FROM oe_sets s,
oe_line_sets ls,
oe_order_headers_all oh
WHERE s.set_id = ls.set_id
AND s.set_type = 'FULFILLMENT_SET'
AND s.header_id = oh.header_id
AND oh.header_id = l_header_id
In case any of the line that is part of the set got stuck , then complete set will be stuck and system will not allow user to invoice any of the line in this Set. In such case best option is, try to resolve the issue with the line that has Error/issue or remove the Line from FULFILLMNET set.

MOAC in R12 Order Management

2011-10-23T17:27:00.000-07:00

In this post I will explain the MOAC feature offered in Oracle Apps R12

MOAC – Multi Operating Unit Access control is a major Feature that Oracle has introduced in R12.
In this post I will explain in brief, impact of MOAC in Order Management.

With the MOAC in place, now user can access to multiple operating units without changing the responsibility. This will be of great help to organizations where user need to change responsibilities to access different operating units
Like Shared Services.

To Implement MOAC, Oracle has introduced new field “Operating unit” in almost all UO like Sales Order, Quick Sales Order, Find Windows (Please refer the user guides for complete list).

Now whenever user Navigate to Transaction related forms like Sales Orders, it is mandatory to enter an OU first to create an order. The moment user select the Operating unit, all the fields that are depend on Operating Units like Ship To, Order Type etc will display data that is relevant for the OU.
Read More >>

How to Set MOAC Context in R12i (MOAC - Enabled)

2011-10-22T14:18:00.000-07:00

In this post I will explain how to set the context to use secured synonym in oracle R12i. Please make a note that in R12i Oracle has removed all the context-based views with Secured Synonym.
All the context-based views like
1. OE_ORDER_HEAREDS
2. OE_ORDER_LINES
3. PO_HEADERS
4. PO_LINES etc has been replaced with Synonym.
Now on if user want to set the context to get the data for particular operating unit they need to use the new apis to set the context
The new API to set the context in R12 is
MO_GLOBAL.Set_Policy_Context.

This API has 2 parameters
1. Operating unit
2. Context
Context has 2 values
1. M
2. S
When policy context is set to ‘M’, data from all accessible Operating Units will be returned.
When policy context is set to ‘S’, then only data from the specified Org_Id will be returned.
Example for R12 –

Read More >>

MOAC in R12 ....R12 Upgrade Series Part -2

2011-10-20T19:47:00.000-07:00

This Post is my continuation of my Posts on R12 Upgrades.This one is short post about MOAC Multi-Org-Access Feature

Below are high level details of MOAC feature and it's impact on various Modules.

Accounting Setup Manager
Define and manage your Operating Units and their relationships to Legal Entities and Ledgers in a central location

Read More >>

What is Defer Interface check box means in Shipping Transaction Screen

2011-10-13T09:13:00.000-07:00

What is Defer Interface check box means in Shipping Transaction Screen Defer Interface means do not run ITS , so while doing Ship confirm , if you check "Defer Interface" check box , system will not trigger ITS concurrent program for the Deliveries that you are shipping.And then we need to run ITS concurrent program Manually( by passing delivery or Trip name) OR run it as a scheduled job with Trip and delivery parameter as NULL. Many a time I notice that customer don't want to run ITS far each delivery or trip as they don't want to use system resources (to run ITS) for each run , so they set it as Deferred(by checking defer interface check box) , and prefer to run ITS as scheduled process after every 30 minutes/1 hours or some particular time in the day(based on their business need or resource availability). Hope that helps

Larry Ellison Key Note - Oracle Open World 2011 (You tube)

2011-10-07T17:15:00.000-07:00