Order Management

O2C Cycle

*  Create Order  ---- >  Book Order ---- > Launch Pick Release ---- >  Ship Confirm ---- > Create Invoice ---- > Create Receipts ---- > Transfer to GL ---- > Journal Import ---- > Posting

Last three steps can be replaced by running create accounting concurrent program from Receivables.

Complete Cycle:

1:-  Enter System Options
Setup > Customers > System Options

2:  Profile Options (By System Administrator)

• %GL%Led%NA%
• %HR%User%, %HR%Sec%, %HR%Bus%
• %MO%Oper%Unit%,  %MO%Defaul %, %MO%Sec%

3: System Parameters

Order Management→Setup→Shipping -> System Parameters -> Values

• Query for Item validation Organization and provide the inventory organization you prefer to connect and save the form

4: Create Sequence

Order Management→Setup-> Documents -> Define

5: Order Management→Setup-> Documents -> Category

6: Order Management→Setup-> Documents -> Assign

7:  Define Transaction Type

Order Management→Setup→Transaction Types→Define

8:  Create Price List

Order Management >Pricing->Price Lists-> Price List Setup

***In oracle R12 in order to create a price list we have to add new responsibility called Oracle Pricing Manger. Add it and create Price List Setup

9: Create Customers

Order Management > Customers -> Standard

4: Create Sales Order

    Order Management > Order Returns > Sales Order

5: Book Sales Order
    Order Management > Order Returns > Sales Order
     Press Button Book Order.

6: Release Sales Order (Launch Pick Release)
    Shipping > Release Sales Orders > Release Sales Order
      * Enter Sales order no in the order number field

In the Shipping Tab set the following attributes as below:

Auto Create Delivery: Yes
Auto Pick Confirm: Yes
Auto Pick Delivery: Yes

In the Inventory Tab Set the following Attributes:

Auto Allocate: Yes

Enter the Warehouse and click Execute Button or Concurrent.

Pick Release process in turn will kick off several other requests like Pick Slip Report, Shipping Exception Report and Auto Pack Report.

7: Go to the Shipping Transactions

Order Management Super User > Shipping > Transactions.

Enter the Sales Order and go to Lines/LPN Tab.

If the next step is showing Ship confirm then go to delivery tab and run ship confirm.

If the next step is showing run interface than  follow the steps as beloow:

Shipping > Interfaces > Run

1-      Interface trip stop SRS

2-      Order Management Interface

3-      Inventory Interface

4-      Workflow Background Process

Run the first one interface run and

Check again the status of sales order. If the status column under delivery tab shows closed it means the order is successfully executed. Now we are ready to run program for auto invoice.

Go to receivables Responsibility and run the request.

Autoinvoice Master Program.

This request will create the invoice of sales order.

Go to the path: 

Receivables > Transactions > Transactions

Query your invoice by giving order number in the references column. It will show you the auto created invoice.

Now we will create receipt and match with sales order.

Go to receipts and enter invoice.

Receivables > Receipts > Receipts

After Receipts entry run the concurrent program " Create Accounting ".

This concurrent program will create unposted journals of invoices & receipts into the ledger.

Cheers!.