Back to Back Orders:
In Back to Back Orders, the shipment process is completed through Order Management(OM) as a
standard order after the item is received against a Purchase Order(PO).
For Example,
1. Customer 'A' Order Item X from B
2. B Orders Item X form C
3. C Ships Item X to B
4. B Ships Item X to A
5. B Bills A for the Order and C Bills B for the Order
Sales Order Line Status for a Back to Back Order
1. After saving the Order, Line Status: "Entered"
2. After Booking, Line Status: "Supply Eligible"
3. After Actions-> Progress Order, Line Status changed to "PO-ReqRequested"
4. After running the program, Requisition Import, Line Status changed to "PO-ReqCreated"
5. After Creating PO, Line Status changed to "PO-Created"
6. After creating Receipt for the Purchase Order, Line Status changes to "Awaiting Shipping"
Steps:
1. Create an Item
1.1 Navigation: Inventory -> Master Items -> Master Organization.
1.2 Enter Below Details:
Enter Item Number and Desciption
Tools -> Copy from -> Give Template as "Purchased Item"
Go to Order Management Tab, check the Assemble to Order flag (ATO)
Go to Purchasing Tab, enter a value in List Price Field
Go to Work In Process tab, check Build in WIP flag
Go to General Planning tab, set the Make or Buy field to "Buy"
1.3 Save the details entered.
1.4 Assign the item to appropriate Organizations (For ex M1)
2. Assign the Item to a Price List
2.1 Navigation: Oracle Pricing Manager(resp) -> Price Lists -> Price List Setup
2.2 Query for your Price List
2.3 Go to Price List Lines -> Click New -> Enter Details as below:
Product Context: Item
Product Attribute: Item Number
Product Value: Item Name(created in step 1.2)
Product Description: Automatically be populated
UOM: Automatically be Populated
Line Type: Price List Line
Application Method: Unit Price
Value: Price to be given for the Item (For Ex, $250.00)
2.4 Save the details entered.
3. Make sure the following periods are open for this testflow.
3.1 Inventory Periods:
Inventory (resp) -> Accounting Clsoe Cycle -> Inventory Accounting Periods
Select the Organization(Ex, M1) and Open the required periods.
3.2 Purchasing Periods:
Purchasing (resp) -> Setup -> Financials -> Accounting -> Control Purchasing Periods
4. Create a Sales Order:
4.1 Navigation: Order Management Super User(resp) -> Orders. Returns -> Sales Order
4.2 Enter Below Information:
Customer Name/Customer Number
Price List: Name of the Price list(To which our test item has been assigned)
Order Type: Mixed
4.3 Go to Lines Tab, Enter below Information
Item: Item Created above
Qty:
Save the details entered.
Make a note of Sales Order Number.
Order Line Status will be "Entered" .
4.4 Book the Sales Order(Click on Book Order button)
Now the Order Line will be in "Supply Eligible".
5. Place the cursor on sales order line and go to actions -> Select "Progress Order"
Select the work flow activity, "Create Supply Order - Eligible"
Now the Line Status will be moved to "PO-ReqRequested"
Note: WIth the above step, OM has inserted a record in PO Requisition Interface table
6. Importing the Requisition.
6.1 Navigation: Purchasing(resp) -> Reports -> Run
6.2 Run the concurrent program, "Requisition Import"
Parameters: Import Source as "CTO" and Leave the other parameters as default.
Note: This program can be submitted from Order Management Super User(resp) -> Orders, Returns -> Requisition Import
6.3 Check the program status, View -> Requests -> Find -> Make sure that the concurrent request submitted successfully.
6.4 Now the Sales Order Line status will be changed to "PO-ReqCreated".
6.5 Open the Sales Order, go to Tools -> Shceduling -> Reservation Details -> Supply Tab -> We can see the Order Line is reserved against
the Requisition nad note down the Requisition Number.
6.6 Check the status of Requisition:
Purchasing(resp) -> Requisitions -> Requisition Summary -> Enter the Requisition Number and click on Find.
Verify that the status should be "Approved".
7. Auto Create Purchase Order from the Requisition
7.1 Purchasing (resp) -> Auto Create
7.2 Clear all the data that defaulted in the form
7.3 Enter the Requisition Number and Click on Find
7.4 Check the check box to the left of the requisition line and click on Automatic
7.5 Enter the Supplier & Supplier Site and click on Create
7.6 The Purchase Order form will automatically open with the PO that got created.
Click on the Approve button.
Click on the OK button in the Approval Documents window to approve the PO.
Note down the PO number, and verify that the status is Approved.
7.7 Now the Sales Order line status will be changed to "PO-Created".
7.8 Open the Sales Order, Go to Order Line, Tools -> Scheduling -> Reservation Details -> Supply Tab -> We can see the Type as Purchase Order
and note down the Purchase Order Number.
8. Create Receipts against the Purchase Order:
8.1 Purchasing -> Receiving -> Receipts
8.2 Enter Purchase Order Number and Click on Find
8.3 In the Receipts window, check the checkbox to the left of the line and enter
Destination Type : Inventory
Subinventory : FGI
save the Receipt
8.4 Go to Purchasing(resp) > Receiving > Receiving Transactions Summary
8.5 Enter the Purchase Order number and click on Find.
8.6 Click on the Transactions button.
8.7 Verify a Receive and Delivery transaction. This means that the B2B item has been received into Inventory.
9. The line status of the sales order line will now shows Awaiting Shipping
9.1 On the sales order line, Tools > Scheduling > Reservation Details will now show that the item is reserved against
Inventory in Subinventory = FGI.
10. The line can now be pick released, shipped and invoiced to the customer.
In Back to Back Orders, the shipment process is completed through Order Management(OM) as a
standard order after the item is received against a Purchase Order(PO).
For Example,
1. Customer 'A' Order Item X from B
2. B Orders Item X form C
3. C Ships Item X to B
4. B Ships Item X to A
5. B Bills A for the Order and C Bills B for the Order
Sales Order Line Status for a Back to Back Order
1. After saving the Order, Line Status: "Entered"
2. After Booking, Line Status: "Supply Eligible"
3. After Actions-> Progress Order, Line Status changed to "PO-ReqRequested"
4. After running the program, Requisition Import, Line Status changed to "PO-ReqCreated"
5. After Creating PO, Line Status changed to "PO-Created"
6. After creating Receipt for the Purchase Order, Line Status changes to "Awaiting Shipping"
Steps:
1. Create an Item
1.1 Navigation: Inventory -> Master Items -> Master Organization.
1.2 Enter Below Details:
Enter Item Number and Desciption
Tools -> Copy from -> Give Template as "Purchased Item"
Go to Order Management Tab, check the Assemble to Order flag (ATO)
Go to Purchasing Tab, enter a value in List Price Field
Go to Work In Process tab, check Build in WIP flag
Go to General Planning tab, set the Make or Buy field to "Buy"
1.3 Save the details entered.
1.4 Assign the item to appropriate Organizations (For ex M1)
2. Assign the Item to a Price List
2.1 Navigation: Oracle Pricing Manager(resp) -> Price Lists -> Price List Setup
2.2 Query for your Price List
2.3 Go to Price List Lines -> Click New -> Enter Details as below:
Product Context: Item
Product Attribute: Item Number
Product Value: Item Name(created in step 1.2)
Product Description: Automatically be populated
UOM: Automatically be Populated
Line Type: Price List Line
Application Method: Unit Price
Value: Price to be given for the Item (For Ex, $250.00)
2.4 Save the details entered.
3. Make sure the following periods are open for this testflow.
3.1 Inventory Periods:
Inventory (resp) -> Accounting Clsoe Cycle -> Inventory Accounting Periods
Select the Organization(Ex, M1) and Open the required periods.
3.2 Purchasing Periods:
Purchasing (resp) -> Setup -> Financials -> Accounting -> Control Purchasing Periods
4. Create a Sales Order:
4.1 Navigation: Order Management Super User(resp) -> Orders. Returns -> Sales Order
4.2 Enter Below Information:
Customer Name/Customer Number
Price List: Name of the Price list(To which our test item has been assigned)
Order Type: Mixed
4.3 Go to Lines Tab, Enter below Information
Item: Item Created above
Qty:
Save the details entered.
Make a note of Sales Order Number.
Order Line Status will be "Entered" .
4.4 Book the Sales Order(Click on Book Order button)
Now the Order Line will be in "Supply Eligible".
5. Place the cursor on sales order line and go to actions -> Select "Progress Order"
Select the work flow activity, "Create Supply Order - Eligible"
Now the Line Status will be moved to "PO-ReqRequested"
Note: WIth the above step, OM has inserted a record in PO Requisition Interface table
6. Importing the Requisition.
6.1 Navigation: Purchasing(resp) -> Reports -> Run
6.2 Run the concurrent program, "Requisition Import"
Parameters: Import Source as "CTO" and Leave the other parameters as default.
Note: This program can be submitted from Order Management Super User(resp) -> Orders, Returns -> Requisition Import
6.3 Check the program status, View -> Requests -> Find -> Make sure that the concurrent request submitted successfully.
6.4 Now the Sales Order Line status will be changed to "PO-ReqCreated".
6.5 Open the Sales Order, go to Tools -> Shceduling -> Reservation Details -> Supply Tab -> We can see the Order Line is reserved against
the Requisition nad note down the Requisition Number.
6.6 Check the status of Requisition:
Purchasing(resp) -> Requisitions -> Requisition Summary -> Enter the Requisition Number and click on Find.
Verify that the status should be "Approved".
7. Auto Create Purchase Order from the Requisition
7.1 Purchasing (resp) -> Auto Create
7.2 Clear all the data that defaulted in the form
7.3 Enter the Requisition Number and Click on Find
7.4 Check the check box to the left of the requisition line and click on Automatic
7.5 Enter the Supplier & Supplier Site and click on Create
7.6 The Purchase Order form will automatically open with the PO that got created.
Click on the Approve button.
Click on the OK button in the Approval Documents window to approve the PO.
Note down the PO number, and verify that the status is Approved.
7.7 Now the Sales Order line status will be changed to "PO-Created".
7.8 Open the Sales Order, Go to Order Line, Tools -> Scheduling -> Reservation Details -> Supply Tab -> We can see the Type as Purchase Order
and note down the Purchase Order Number.
8. Create Receipts against the Purchase Order:
8.1 Purchasing -> Receiving -> Receipts
8.2 Enter Purchase Order Number and Click on Find
8.3 In the Receipts window, check the checkbox to the left of the line and enter
Destination Type : Inventory
Subinventory : FGI
save the Receipt
8.4 Go to Purchasing(resp) > Receiving > Receiving Transactions Summary
8.5 Enter the Purchase Order number and click on Find.
8.6 Click on the Transactions button.
8.7 Verify a Receive and Delivery transaction. This means that the B2B item has been received into Inventory.
9. The line status of the sales order line will now shows Awaiting Shipping
9.1 On the sales order line, Tools > Scheduling > Reservation Details will now show that the item is reserved against
Inventory in Subinventory = FGI.
10. The line can now be pick released, shipped and invoiced to the customer.
