[PO] APP-PO-14566: Category is invalid, or category is invalid for the item

When you creating a new PR, after entered the category code in Category field, the above message shown. An additional error message also appeared, "APP-FND-01388: Cannot read value for profile option FND_INDICATOR_COLORS in routine &ROUTINE. "

The category code is valid, what can be the cause?

Get the default Category Set from Setup -> Items -> Categories -> Default Category Sets

Query Category Sets in Setup -> Items -> Categories -> Category Sets, check "Enforce List of Valid Categories" checkbox. If the checkbox is checked, the category you need to enter must be exist in the list.

[SYS] Personalize

At Help -> Diagnostics -> Custom Code -> Personalize, you can customize the form by using the event triggered Actions, either set a property, or display a custom message, launch a form or even submit a concurrent program. It is a scaled down version of all functions available in typical Oracle Form Builder, but it is still powerful. More importantly, you can manage your customization in a better manner.

[PO] Can I Cancel a "In Process" Purchase Requisition (PR)?

Yes.

Oracle Support references:

"As per functionality we allow cancel and Finally Close actions on the requisitions that are in "In Process" status. This is because the requisition is an internal document and Cancel and Finally Close will have no difference in the treatment of the requisition after the action..." -Note:183984.1

"Purchasing lets you cancel or final close a requisition or requisition line before your manager approves it or before a buyer places it on a purchase order..." - Note:223856.1

"Cannot cancel a PO if the status of the PO is 'In Process'" - Note:99831.1

[PO] Contract Purchase Agreement (CPA) - Controls at Amount Agreed

Would I-Procurement (IPROC) validates if the release amount is more than the "Amount Agreed" in a CPA?

IPROC still allows PR and PO to be created, and there is no validation, till the PO get submitted for Approval. Only at the PO approval time, system will validate the total releases amount against " Amount Agreed". If total releases more than "Amount Agreed", PO will not get approved.

[PO] PR that Uses Currency Other Than Functional Currency

When you are creating a PR, functional currency is always defaulted at the header level. Price at the "Line" tab will always show functional currency as well. If you need to key in your currency using other currency, go " Currency" tab, under "Foreign Currency", "Price" field, enter you price in foreign currency you specified. The conversion will be done automatically (provide you have the exchange rate defined).

At table level, PO_REQUISITION_LINES_ALL table has the following price and currency fields:

UNIT_PRICE - price in functional currency

CURRENCY_CODE - foreign currency code (if applicable)

RATE - foreign currency exchange rate (if applicable)

CURRENCY_UNIT_PRICE - price in foreign currency (if applicable)

[SYS] SQL for Internal Requisition (IR)

select 'IR' as req_type,pla.attribute1 as lot_no,mpv.project_number,pha.segment1 doc_no,
pla.line_num,pda.distribution_num dist_num,pha.description doc_type,trunc(pha.creation_date) ord_date,

trunc( pla.need_by_date) pro_date, msi.segment1 item_no,pla.item_revision item_rev,

msi.description item_desc,pla.quantity, pla.unit_price,
pla.quantity_delivered qty_rcvd, nvl(pla.quantity,0)-nvl(pla.quantity_delivered,0) os_qty,
nvl(pla.closed_code,'OPEN') closed_code
from po.po_requisition_headers_all pha, po.po_requisition_lines_all pla, po.po_req_distributions_all pda, apps.mrp_project_v mpv, apps.mtl_system_items msi, gl.gl_code_combinations gl
where pha.type_lookup_code='INTERNAL'
and pha.authorization_status='APPROVED'
and pla.destination_organization_id in (100,101) --destination organization, parties that perform receiving
and pla.source_organization_id=103 --source organization, party that supply the item
and pha.requisition_header_id=pla.requisition_header_id
and pla.requisition_line_id=pda.requisition_line_id
and pda.code_combination_id=gl.code_combination_id
and pla.item_id=msi.inventory_item_id
and pla.destination_organization_id=msi.organization_id
and pda.project_id = mpv.project_id (+) --if project is used
order by req_type,doc_no,line_num,dist_num;

[PO] Purchase Requisition (PR) - Owner Can Approver

If preparer's position is not setup in Default Hierarchy for a document type, can he still approve the document by himself if the Owner Can Approvercheckbox is checked (sufficient rights given)?

Yes, but he needs to check the Forward checkbox during approval process, and specify the hierarchy name (Can leave the Forward-to person field blank).

[PO] Cancel Requisition When Cancel PO

When you setup your Purchasing Option, Cancel Requisitions to Optionally, you can see a checkbox for "Cancel Requisitions " displayed at your Control Document form (Tool -> Control -> Cancel) during your PO cancellation process.

If you check it, Requisition amount will be updated to zero, status remains "Approved". No further action can be taken.

If you uncheck it, you still can perform amendment on the PR once PR has been returned to preparer.

[PO] Organization Field at PR Form was Disabled

My PR was rejected due to wrong ship-to-organization. I query my PR from Requisitions -> Requisitions, the Organization field was disabled. How can i make amendment from there?

Ans: Double check you Charge Account at Distributions screen, clear the charge account and go back to the main screen and you should be able to see the Organization field enabled.

[PO] Receving for a Future Date

Is it possible? No, Oracle allows Receipt Date to be on or before current date, not future date. You will see this error: APP-PO-14882: Please enter a transaction date that is not in the future.

Remarks: Oracle check time as well, you cannot enter a future time on today's date.

[PO] Advance Shipment Notice (ASN) - Completed Error

Supplier created ASN at I-Supplier portal, Processing Status for that ASN shows Error. Where can i troubleshoot?

I tried from front end: Transaction Open Interface, Transaction Status Summary and even Pending Transactions. No way i can find the error record.

Back end:

SELECT * FROM apps.rcv_shipment_headers WHERE shipment_num='ASN_Number'
AND asn_type='ASN';

Result: No record

SELECT * FROM apps.rcv_headers_interface WHERE shipment_num='ASN_Number';

Result: 1 record returned

Double check apps.rcv_transactions_interface & appss.po_interface_errors tables. Found relevant records was there. To allow user to recreate the ASN, delete the record from apps.rcv_headers_interface & apps.rcv_transactions_interface tables. You cannot reuse the ASN number unless you delete the record from apps.rcv_headers_interface.

[INV] Negative Quantity for Inventory? Is it Allowed?

Oracle allows it.

Under Inventory responsibility, navigate Setup -> Organizations -> Parameters . Inventory Parameters tab, look for "Allow Negative Balances" field.

You are allowed to ship confirm even you have no stock on hand! Excerpt from Metalink,

In order to pick release and drive inventory negative, the ct must make their items non-reservable. For reservable items, the order gets backordered when not enough quantity is on hand. For non-reservable items, the orders get updated to status of Staged, and the user enters the source subinventory, revision, lot, and locator in the Shipping Transactions form. Ship confirm allows users to drive inventory negative when the Allow Negative Stock checkbox is checked.

[MRP] Suggested Dock Date for Purchase Order in MRP

Suggested Dock Date for Purchase Order is derived from Promised Date.

What if user did not enter Promised Date, but he has entered Need-By date only? The Need-By date will be used as dock date. (Thanks Kelvin, from Carmel, for his indirect contribution)

[SYS] PO_APPROVALLIST_S1

To customize PR or PO approval logic, this is the package you need to look into.

If you are customizing only the approval list, there is minimal change need to be done here as you just need to prepare the list of approvers and call this standard package.

[PO] Rename Hierarchy, What Will be Affected?

PR or PO that were "In Process" will not be affected, as the approval list has been created since PR/PO submitted for approval. If the renamed hierarchy is the default hierarchy for certain document type, it will get updated "automatically" as Oracle uses internal structure id to identify default hierarchy. Even name has been changed, structure id remain the same.

In short, there is no major impacts for hierarchy rename.

[PO] A Faster Way to Check Approval Assignment

In "Approval Assignment" form, to find existing assignment for a position, I clicked the "Search" button, paste my position, click " Find" button. Those steps seem easy but I need to repeat it for hundred times.

The faster way, just paste the position directly into the " Position" field, press TAB, the existing assignment will displayed. It saves me 1 second for each try.

[PO] Disable a Category

There is a "Enable" check box on the form. But you are not allowed to change, even there are no pending PR or PO that uses that category. The only way you can do it is to set the " Inactive On" to today's date. You are not allowed to back date, means entering the date before current date. Once you enter the "Inactive On" to today's date, user will not able to select this category with immediate effect.

What about PR / PO that was created before hand? Any impact?

The answer is NO. The deactivation will affects only new PR / PO.

[PO] Change a Category Name

You are allowed to raname existing Category Name.

Will the new name be reflected in existing PR / PO? Yes, because the PR / PO table carries only the category id, not the category name.

[PO] No Notification

PR was submitted for approval to person A. Person A has all the employee assignment correct and has a valid Oracle ID. Why didn't he see the notification in Notification Summary?

I checked in Workflow Administrator, everything seems ok. Notification was sent to him. But he still could not see. Why?

Solution: At Users form, remove the person, Save, enter the person (employee) again, Save. Submit concurrent program "Synchronize WF LOCAL tables "from System Administrator responsibility.

[INV] Item Attributes: LIST_PRICE_PER_UNIT

Navigation: Purchasing -> List Price

Optional (Y/N): Y

It indicates purchase price for this item. If no sourcing document selected during PR creation, this price will be used as default price for your item. If it was left blank, the price field for PR will be blank too. This price will need to set to "0" for MRP purpose.

[PO] View Action History

In Purchasing Super User responsibilities, we can forward "In Process" PR/PO to new approver (Management -> Forward Documents). Forward action will be captured in "View Action History".

As for Purchase Order, forwarder's name (in this case, it might be IT personnel's name) will be captured in "View Action History". However, for Purchase Requisition, forwarder's name will NOT be shown.

[SYS] Personalize HTML page (JSP)

In conventional Oracle form, we are allowed to perform personalization (very powerful customization function in 11.5.10). What about the interface that uses HTML page (JSP)? I never thought that this can be done. If Yes, it will be a fantastic feature in Oracle Applications.

Yes, this can be done.

Turn these 2 profile options on (set value to "Yes"):

FND: Personalization Region Link Enabled

Personalize Self-Service Defn

Once those been turned on, you will be able to see extra link on the JSP page with word "Personalize". Get into it and you can see different value for Original Definition, Function, Site & Organization.

[SYS] To Turn On / Off the Forward-to Person LOV in PR Notification Screen (Using Personalization)

1) Assign and then go to responsibility : Functional Administrator

2) Go to Personalization Tab

3) Enter the Document Path , ie : /oracle/apps/fnd/wf/worklist/webui/NtfUserRG

4) Click on the Pencil Icon under Manage Personalizations

5) Then select the personalization that you want to delete / deactivate and then click on Deactivate

[PO] Segment Validation in Account Range

I have a account range setup in one Approval Group for an approver, e.g.

33-00-000-00-811111-000-00000 to 40-99-999-99-899999-999-99999 $10,000

My PR charge account is 34-10-240-00-811110-000-00000, segment 1 within range, but segment 5 out of range. Does the charge account satisfy the account range? Ans: No.

Oracle checks each segment and not by combination range. E.g. Even 34 fall between 33 and 40, but 811110 failed. The whole validation will fail.

[INV] Item Attribute: EXPENSE_ACCOUNT

Navigation: Purchasing -> Expense Account

Optional (Y/N): Y

This account will be defaulted to the PR charge account based on the ship-to organization you selected (for expense purchase). You need to link back to GL_CODE_COMBINATIONS table to get the complete combination.

[SYS] Column View Get Reset After Each Scroll Down

In Oracle form, my query returns many rows and columns. I was interested in only 1 particular column, which is column number 8 (for example), I scroll to the right and stop at column 8. And now I wanted to check the value in column 8 for all rows. I need to scroll down. For every scroll down action, the view was reset, e.g. column 8 is gone (out of my view) and it resets to column 1. It was really frustrating.

What i did: Highlight value in column 8, perform a "Page Down" using keyboard instead of mouse scroll down.

[PO] Consumption Advice Order Date

"Transafer To Regular" transaction was performed on 15 Jan. I ran "Create Consumption Advice" on 31 Jan. When i query out my blanket release (consumption advice in this case), what is the value for "Order Date"? Ans: 31 Jan.

Where will "15 Jan" get updated? Ans: Need By Date.

[PO] Delete a Saved Purchase Requisition Line

I need to remove a line in a saved PR. The "Delete" icon does not work in this case. You can only cancel this line. Tool -> Control menu is not available in Requisition form. Control menu that are used to cancel PR line available in Requisition Summary form only.

[PO] PR Status Not Changed After Submitted for Approval

User submitted PR for approval, status did not change to "In Process". Approval limit is OK. Workflow Background Process is running as per normal. I checked and restarted the "PO Document Approval Manager", the PR status still no change after submit.

What could be the problem and what else to check?

Checked the Notifications tab in Workflow Status Monitor (under Workflow Administrator responsibility). It shows error in our customized trigger onpo_requisition_headers_all table. That's the root cause. Fixed the trigger logic and issue resolved.

[SYS] Effective Date for Responsibilities in Users Form

I entered today's date in the "To" Effective Date field for a responsibility in Users form. Can I still access the responsibility today? Or it will only block me tomorrow?

Ans: I could not access the responsibility with immediate effect. This is not a standard behavior in other forms, as different form behaves differently.

[PO] APP-PO-14180: The forward-to person is not an on-line user

During PR approval submission process, I clicked "Forward" check box and selected the desired hierarchy and "Forward To" person's name. The above message prompted. What was wrong? Ans: The selected person is not assigned to a valid Oracle user id OR the assigned Oracle user id is inactive.

[ALRT] [ALERT MGR] 2 Types of Alert

Periodic

Send email or run OS/SQL script or submit concurrent program once alert was triggered on periodic basis. Means it will triggered by time, e.g. Once a day, Every N day, Every Business Day, etc.

Event

Send email or run OS/SQL script or submit concurrent program once alert was triggered on event basis. This event is referring to database trigger event, it will triggered "After Insert" or "After Update" of a database table.

[ALRT] Event Alert

For Event alert, once you verified and saved it, Oracle will create a database trigger (db object) on the table you specified.

For example,

Table name in the Event alert is PO_ABC.

A database trigger will be created with name ALR_PO_ABC_UAR or ALR_PO_ABC_IAR. UAT denotes "Update After Record", whereas IAR denotes "Insert After Record".

Once Alert is fired, this database trigger will spawn (submit) a concurrent request with name starts with the table name, e.g. PO_ABC (Check Event Alert). The concurrent request will check SQL in Alert to determine whether to perform any action.

[SYS] View Output

I want to View Output for the request submitted by my colleague, button was grayed off. How to enable it?

Change the Profile Option value for Concurrent:Report Access Level. Default value is "User", which means View Output is only accessible by the particular user that submitted the request. Set it to "Responsibility", now the View Output button is enabled (provided I select the same responsibility that my colleague used).

[PO] Profile Option for PO Auto Create

I was searching any available profile option for PO Auto Create. Found a good article on FAQ: Autocreate Purchase Orders (Note: 223919.1) on Oracle Support.

These are the only 2 profile options mentioned.

PO: Use Need-by Date for Default Autocreate Grouping

PO: Use Ship-to for Default Autocreate grouping

Note: The later one was mentioned incorrectly in that article.

[INV] Item Attributes: PLANNER_MAKE_BUY_CODE

Navigation: General Planning -> Make or Buy

Possible Values: 1 - Make, 2 - Buy

Optional (Y/N): N

This flag is important to determine the item need to be made (internally) or buy (outside supplier). If it is Make item, MRP will suggest you to to create Work Order (if shortage). If it is Buy item, MRP will suggest you to create Purchase Requisition (if shortage).

[SYS] Action Required: Document Manager Failed With Error Number 3

PR preparer received an email with above subject. Email details as follows:

The Document Manager failed with error number 3.

Error Number 3 = Unknown Error.
Contact your system administrator.

Error Messages:
POXDMACTION-100: ORA-00054: resource busy and acq

#################

Findings:

The PR was still in "In Process" status and NOT been forwarded to the next approver. This problem might happen intermittently due to Oracle workflow was too busy to process all the requests.

Go Workflow Administrator -> Administrator Workflow -> Status Monitor, search by Item Key and Type Internal Name ("REQAPPRV" in this case). You will find the workflow completed with error. Retry the workflow and it should completed normal this time.

[SYS] A Scheduled Request

A Scheduled Request submitted by Person A, can Person B who has the "System Administrator" responsibilities change the scheduled timing? (Request -> View)

Ans: Yes

[PO] POI_Temp_PO_b679535

PODI API PO_DOCS_INTERFACE_SV5.process_po_headers_interface is used to create PO. What is "POI_Temp_PO_b679535" has to do with process_po_headers_interface?

SEGMENT1 field was temporary updated with "POI_Temp_PO_b679535" string after the api call. This is hard coded in Oracle API. Actual PO number will be updated into SEGMENT1 once the whole process completed.

[PO] To Inactivate a Blanket Purchase Agreement (BPA)

Go Enter Purchase Order form, click "Terms" button, under "Terms" tab, "Agreement Control" section, enter the Effective End Date today. Note that if theEffective End Date is today, today's transaction on this BPA still allowed (inclusive).

At back end, both start date and end date is stored in START_DATE and END_DATE in PO_HEADERS_ALL table.

[PO] File Upload Form

File Attachment is allowed at both PR header and PR line.

At the Enter Requisitions form, click the paper clip icon, Attachments form will open, enter the "Category" and "Description" and most importantly "Data Type" as file.

Both "Decision" and "File Upload Form" appeared at the same time. This is the confusing part, hope it can be improved in the future release. You have to first select the file using "File Upload Form" window.

If you can't see the "File Upload Form" window, please check the "pop-up" blocker on your browser or the "File Upload Form" may be blocked by other windows.

[SYS] Workflow Administrator, Status Monitor, User Key?

What is the User Key referring to in the "Monitor Search" for workflow? For POAPPRV internal name, it is referring to Purchase Order number, whereas forREQAPPRV internal name, it is NOT referring to PR number, but it is blank.

[PO] I Need An Emergency PO

Emergency PO is a feature in iProcurement. It is not available in the Purchasing core module.

During checkout of the user's shopping cart in iProc, there is a check box appearing at the bottom which indicates "I Need An Emergency PO".EMERGENCY_PO_NUM field in PO.PO_REQUISITION_HEADERS-ALL table will be updated with PO number once the PR is saved. This PO number will be used during PO AutoCreate process.

[PO] Requisition Info in Purchase Order

To trace if a PO line was auto-created from a PR line, check the PO distributions screen, "More" tab, under Requisition column, it shows PR number,Organization & PR line number. At back end, you can find it by linking PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID toPO_REQUISITION_LINES_ALL.LINE_LOCATION_ID.

Also note that if user are manually enter the PR number (not via auto-create), the online check box is not checked.

[PO] Return Only 1 Requisition (PR) Line

As a buyer, at the AutoCreate Document form, i can return approved PR, for any reasons.

Assuming my PR has 2 lines, can i return only 1 line? Ans: No. As mentioned on the "Return Requisitions" form, all lines will be returned.

[PO] Supplier Site Mail Stop - Only Allow 35 Characters

At Supplier -> Supplier Sites form, Contacts tab. There is a Mail Stop field to capture the supplier's email contact. It has limitation of only 35 characters, which for me it does not make sense. Any standard email can have easily more than 35 characters. However, there exist another field E-mail field that can capture up to 2000 characters length email.

By referring to "Window Help", supplier contacts' field is for referencing purpose only. It is not used anywhere else

[PO] "Closed for Receiving" and "Closed", Different?

Navigate to Purchase Order Shipments, there is a Status field.

When will the status become "Closed for Receiving"? Ans: When all quantity for the shipment line had been received.

When will the status become "Closed"? Ans: When all quantity received has been matched and validated in AP

[PO] "Change requested" Action

Assuming I'm the buyer for a Purchase Order ABCD123. The PO was approved some time back. Today, I found out that the Approval Status get changed to "In Process". I did not make any changes to the PO, why it happened? When i looked at the Action History, last action shown was "Change requested", Performed By is blank. What is the next action?

"Change requested" is updated to action history if supplier performed changes of PO in I-Supplier and request for change (approval). A notification will be generated (can find it in WF_NOTIFICATIONS table, PO number appeared in Subject) and sent to buyer. The next action is pending for buyer to approve or reject. If buyer approve it, changes will be permanent and approval status will change back to "Approved". If buyer reject it, changes will be ignore and approval status change back to "Approved". Action in the Action history get updated with Accept or Reject, Performed By is buyer's name.

[PO] Wrong Manual Adding During AutoCreate - Impact

PR PR-1

Line1 ItemA (Already autocreate to PO PO-1, Line1)

Line2 ItemB (Already autocreate to PO PO-1, Line2)

Line3 ItemC

Now, i want to perform an action "Add To" for PO PO-1 from PR PR-1 Line3, in AutoCreate Documents form, by Manual method. I wrongly added it intoexisting line, PO-1, Line1.

What was the impact? Ans: Quantity for PO-1, Line1 will increase (PR-1 Line1 + PR-1 Line3), PR-1 Line3's price will not be captured (price for PO-1 Line1 which follows PR-1 Line1 price, not changed), PR-1 Line3's item code and description will not be captured (existing code and description not changed), additional shipment line under the same PO line will be created.

[INV] Cost Group - Disabled in the Inventory Organization Setup

For setting new organization for Inventory Child, Organization -> Inventory Organization Setup -> Inventory Information -> Costing Information. Default Cost Group field is disabled, but the Valuation Accounts field are mandatory. Once I perform a Save action, Default Cost Group field was updated with some value, e.g. CG-xxxx, where xxxx denotes any numeric number. This is the new cost group that were create automatically. Prior to R11i, Common cost group would be defaulted.

DO REMEMBER to test your costing after any new inventory org setup as Cost Group is something new in R11i.

[PO] Default Buyer After AutoCreate

You need to setup as a Buyer before you can access AutoCreate form (Setup -> Personnel -> Buyers). After AutoCreate, Purchase Order will be created and buyer name will be defaulted to the creator's name (the person who perform AutoCreate). Even if there is default buyer selected at Requisition, creator will take precedence. However, buyer's name still can be modified at PO entry form.

[SYS] Compile Oracle Form

OS: Unix/Linux

(1) Copy your form (fmb file) into $AU_TOP/forms/US folder

(2) Navigate to $AU_TOP/forms/US folder

(3) f60gen module=myform.fmb userid=apps/mypassword output_file=$PO_TOP/forms/US/myform.fmx

Third step will compile the fmb file into fmx file, which is a executable from Oracle Applications.

[PO] Emergency PO - Error During AutoCreate

Emergency PO feature is only available in iProcurement. But, "we" did some customization on the core module to make use of this feature. In standard Oracle, emergency PO number is stored in EMERGENCY_PO_NUM field in PO_REQUISITION_HEADERS_ALL table. We have a custom form for emergency PR, which once submitted for approval, a emergency PO number will be generated and stored in EMERGENCY_PO_NUM field. DuringAutoCreate process, this PO number will be defaulted and greyed off (disabled field). This works fine.

Until 1 day, user reported an error message during AutoCreate, "This line cannot be put on the document because the emergency purchase order number for this line is different than the emergency purchase order number(s) for the other line(s).". Why?

The reported PR has 2 lines, line 1 already been AutoCreate to a PO. User tried to add another line onto the same PO, the above message appeared. During troubleshooting, I found out that the PO created was not a ePO, there is no PO field to identify (except the EMERGENCY_PO_NUM field at PR header), I confirmed this by verifying the ePO number, which we have customized. But, there was a value in EMERGENCY_PO_NUM field, and it is different from the PO number that was created earlier. Something wrong in our customization, which updated the EMERGENCY_PO_NUM field after the first AutoCreate. During the second AutoCreate, System is expecting the value in EMERGENCY_PO_NUM field to be equal to the PO number which was created earlier. To rectify this, I did date patch to set EMERGENCY_PO_NUM field to NULL.

[PO] Create a New Document in Document Catalog

Document Catalog is a repository to store commonly used text or attachment that need to be attached to Oracle form, e.g Purchase Order Entry form, BOM, Item Master, etc. This applies to all forms the support Attachment feature (paper clip icon enabled on the toolbar).

To create a new document in Document Catalog, first add new sequence at the Attachment form, choose appropriate data type (File, Long Text, Short Text or Web Page). Enter the content. Save it. Click "Publish To Catalog" button. System will prompt you a decision box, "Select the usage type for the catalog publication of this document.". You can select either "Template" or "Standard". With "Template" option, your content is editable but definition is OU specific. With "Standard" option, your content is not editable and definition is not OU specific.

[PO] Destination Organization and Ship-To Location in PR and PO

We need to specify Organization and Location at each Requisition line. When it get converted to PO, when do these fields defaulted to?

Ans: At Shipment line, Org and Ship-To respectively.

[PO] Change Content for Document in Document Catalog

There is no option to edit the document content at the Document Catalog form.

Workaround: At the Attachment form, enter a new line with same description, Save & Publish. The new content will overwrite the current content of the document based on the same description.

[PO] Price Column at Purchase Order Lines and Requisition Lines

I have a PR, entered in foreign currency, e.g. JPY. My functional currency is USD. The PR was converted to PO successfully.

In standard view, at PR lines, there is a Price column. At PO lines, there is also a Price column. PR line's price column will show price in functional currency (e.g. USD), PO line's price column will show price in foreign currency that i entered (e.g. JPY).

[ALRT] Manually Trigger a Alert

How to manually trigger a Alert which has Frequency set as "On Demand"?

Ans: Under Alert Manager responsibility, Request -> Check, enter Application name, Alert name, Start Date and click "Submit Request".

[PO] Vacation Rules

You are a busy PR approver and plan to go vacation the following week. You do not have chance to approve PR during your absence. What you can do is to setup a Vacation Rulues so that you can delegate the task to your backup person. Your backup person will approve/reject on your behalf. Once the backup person performed the action, notification will flow as per original path.

Note that you can set the Start Date and End Date of your rule, and you can specify time as well.

[SYS] No Organizations Are Currently Defined

After setting a new Operating Unit (OU), I encountered this problem when i tried to open any forms that are related to Inventory Organization.

Steps I used in organization setup (has to be in sequential mode):
(1) Setup new Set of Book
(2) Setup new Location
(3) Setup new Legal Entity
(4) Setup new Operating Unit
(5) Setup new Inventory Organization
(6) Setup new responsibility
(7) Setup Profile Option for new responsibility

Everything is smooth till I click on the "Change Organization" in my new responsibility. It prompted me "No Organizations are currently defined.". These happened to other forms that use inventory organization as well, such as Material Transactions, Receipts, etc.

This has something to do with Organization Access. After checked Organization Access, ORG_ACCESS table is empty. Setup has been verified many times, nothing was missed out.

We finally discovered it was a customization on standard view, ORG_ACCESS_VIEW. This is root cause of the issue.

[SYS] Utilities:Diagnostics

To disable the password promting when i click "Examine", set the Profile Option to value "Yes" for Utilities:Diagnostics.

[INV] Copy Item Template

Setup -> Items -> Templates

First enter a new template name at Item Template form, then go Tool -> Copy Template. Select the template name that you want to copy from.

Note that you can't copy item template from 1 inventory org to another. You can only copy item template within the same inventory organization. If source Item Template has no organization tied to it, it can be copied to any organizations.

[OM] Cannot Perform Shipping Transactions

At Shipping Transactions form, Action combo box is disabled. Can't perform pick release, create delivery, etc.

Grant role to user at OM responsibility. At Shipping Execution Grants form, add record, enter user name & save.

Setup -> Shipping -> Grants and Role Definitions -> Grants

Default role is "Upgrade Role", which you can maintain it in

Setup -> Shipping -> Grants and Role Definitions -> Define Roles

[OM] Launch Pick Release Failed

My Sales Order (SO) has been booked successfully. Order header status is Booked, order line status is Awaiting Shipping. Quantity on-hand is sufficient. At Shipping Transactions form, I performed "Launch Pick Release", order line status remained Awaiting Shipping, it did not change to Picked.

No warning or error was prompted.

In my case, it was due to Credit Hold. Go Order Header -> Actions -> Additional Order Information, I saw Hold with message "Credit check hold applied. Overall limit exceeded.". GoActions -> Release Holds to release hold before proceed to Pick Release.

In order to perform Release Holds action, you need to be given authorities. Get the Holds Name and check the authorizations at Setup -> Orders -> Holds.

[OM] Where to Setup New Sales Order Type

Under Order Management responsibility, Setup -> Transactions Types -> Define

[SYS] Form Personalizations - Set Property Value for Descriptive Flexfield

Assuming you have have 3 flexfields for each line of record, but for setting the value for Target Object, there is only 1 Target Object available for 3 flexfields, e.g. {something}.DESCFLEX, how to set value for 3 of them?

Ans: At the Value field, enter something like this => Value1.Value2.Value3

Separate each value by a dot.

[SYS] Form Personalizations - Setting Property Value by Calling a SQL Query

Can be done.

Enter the value as below:

=(SELECT AGENT_ID FROM PO_HEADERS_ALL WHERE SEGMENT1=:RCV_TRANSACTION.PO_NUMBER)

:RCV_TRANSACTION.PO_NUMBER is a Target Object ("Item" Type) name, which you can refer after you clicked on "Insert Item Value..." button. It can also be found under Target ObjectLOV with Object Type "Item".

[SYS] Java Cache Caused Internet Explorer Crashed

I was trying to launch the Oracle form (in Java applet), IE crashed. I tried on Firefox, it did not get launched at all. Restarted my system, problem still there.

Before I decided to call Helpdesk to examine my system, I found a trick that can save me a lot of time dealing with Helpdesk.

Checked "Control Panel", "JInitiator 1.3.1.29" (your version might be different), "Cache" tab. My total file size in JAR Cache folder has exceeded the limit. I have then removed all cache files in that folder, increased my size limit, and it works!!!

[OM] Pick List Ship-To Address Not Get Updated

It is an address issue.

The Ship-to Address appears on the Pick List (for ISO) is retrieved from wsh_locations table. As for IR-ISO setup, ship-to-address comes from Customer address instead of Location address.

When we updates the customer address, hz_locations table get update. By right, bothhz_locations table and wsh_locations table should be synchronized automatically. But, in my case, it was not. Business event "oracle.apps.ar.hz.Location.update" is enabled, everything else is fine. But the synchronize is not happening.

Logged a tar and Oracle came back with suggestion to run "Import Shipping Location" program in OM responsibility to synchronize the table. These was their reply (copied from some another article).

"...The 'Import Shipping locations' concurrent program imports all of the internal and external
locations from HR/HZ LOCATIONS tables into the WSH_LOCATIONS tables.

This program should be executed at least once when upgrading to 11.5.9. After the
upgrade, it should not be required to rerun this concurrent program since any
changes in the HR/HZ LOCATIONS tables are automatically synced up with WSH
tables.

There are a few exceptions when Import Shipping Locations concurrent program should be run. These exceptions would be only when any updates to a
Customer's information does not get reflected when creating a new sales order
or when you find any inconsistencies in Location records when interfaced from
HR to WSH Locations, such as an incorrect country code..."

Question is the auto-sync is not happening and Oracle can't give reason why.

End up I have to run "Import Shipping Location" program to solve the issue (and it took 3.5 hours to complete with the Start-Date value = sysdate-4).

[SYS] Trick - Maximise Form

Due to "bad" design of Oracle Form UI, the grid information in Oracle form will not maximise eventhough I maximised the form. 1 typical example is Material Transaction form.

There a trick to "force" the grid to grow bigger, and then fit to the maximised form.

First, maximise the form.

Then, move the mouse in between 2 fields until a double-headed arrow appears.

Double Click.

You will see this magic works.

[AR] Customer - Types & Address

Oracle has 2 customer types, Person or Organization.

Person is mainly use for retails business whereas Organization is used for company that has company as target customer.

Customer is differenciated by Party Number and Customer Number. If Customer Type isPerson, Party Number refers to Person Number, if Customer Type is Organization, Party Number refers to Organization Number.

Party Number and Customer Number are cross OUs and organizations, this means the same customer just need to be defined once. In different OUs, the Party Number and Customer Number will be shared and it will be differenciated by Customer Address.

[OM] HL Pick Slip SRS Report -> Completed Warning

After Pick Release action, pick slip report will get submitted, but it often completed warning.

How to know if actual picking taken place? Picking could be failed or success even the program completed warning. E.g. For printing issue, even it completed warning, but the stock has been picked.

From Requests list, click on the request, view Output. If there is records there, it was successfully picked. Another faster way, observe the request in the list, if the 4th and 5th parameters have value, it is successful.

[WIP] Missing Item Code in LOV

In order to build an assembly item in WIP, the "Pick Components" check box should NOT be checked (Order Management tab in Item form).

If it is checked, it will not appear in the Assembly LOV when user tried to create a WIP discrete job. It will also not appear in Routing LOV. Anyway, it will still appears in BOM LOV.

[OM] Unable to Pick Release Internal Sales Order (ISO)

ISO was created from Internal Requisition (IR), order line status is "Awaiting Shipping", shipment line status is "Ready to Release", next step is "Pick Release". Performed Pick Release, shipment line status is not changed. As usual, no error shown in the log.

After investigation, found onhand no issue, inventory period is opened, what else could be the cause?

Ans: The ISO has tied to subinventory ABC, but the manual Pick Release is picked from subinventory DEF. So, change the "Pick From" subinventory to ABC, problem solved. Note: ISO subinventory is defaulted from IR subinventory.

[GL] Receiving Journal Transfer to GL by Journal Import

Found a good article on Receiving (Purchasing) Journal transfer to GL by Journal Import.

Related SQL:
SELECT *
FROM apps.gl_interface
WHERE user_je_source_name = 'Purchasing'
AND user_je_category_name = 'Receiving'

In R11i for Inventory Destination Transactions, the Receiving Transaction Processor Debits and Credits the Receiving Account and Inventory AP Accrual Account respectively in GL_INTERFACE and RCV_RECEIVING_SUB_LEDGER. These Transactions in GL_INTERFACE are identified with User_je_source_name ='Purchasing' and user_je_category_name 'Receiving'. In RCV_RECEIVING_SUB_LEDGER these transactions are identified by column accrual_method_flag ='O'
In R11i for Period End Transactions ie Transactions with accrue_on_receipt_flag ='N' in PO_DISTRIBUTIONS_ALL, no accounting transactions are generated on receipt of goods. The Receipt_Accrual_Period-End program generates the Accounting Entries in GL_INTERFACE and RCV_RECEIVING_SUB_LEDGER simultaneously by Debiting Charge Account and Crediting Expense AP Accrual Account. In GL_INTERFACE the Transactions are identified by column names user_je_source_name='Purchasing' and user_je_category_name ='Acccrual'. In RCV_RECEIVING_SUB_LEDGER the Transactions are identified by column Accrual_Method_flag ='P'.

In R11i both On Line Transactions and Period End Transactions are moved from GL_INTERFACE to GL_IMPORT_REFERENCES,GL_JE_HEADERS and GL_JE_LINES by JOURNAL IMPORT.

In R12 GL_INTEFACE TABLE is no longer directly used for Receiving Transactions. The Receiving Transaction Processor only populates the RCV_RECEIVING_SUB_LEDGER with Inventory Destination Transactions. The Receipt_Accrual_Period-End program also only populates the RCV_RECEIVING_SUB_LEDGER with Expense Destination Period End Accruals.

Create Accounting-Receiving Concurrent program from Cost Mangement Responsibility transfers the journals in RCV_RECEIVING_SUB_LEDGER to SLA Tables. Once the accounting entries are created in receiving subledger for the receiving transactions, Create Accounting process gets started depending on the profile option CST:Receiving Accounting option and the encumbrance set up.

On submitting this program, it spawns the Accounting program which will do the validations and picks the data from table rcv_receiving_sub_ledger and process it according to the accrual method set for the POs

Depending on the accrual method and the value for profile SLA:Disable journal import, this spawned program "Accounting program" inserts the data into gl_interface first and then calls the Journal import program and posting program and populates the accounting events in subledger table xla_ae_headers and entries in xla_ae_lines and xla_distribution_links.
If there is any problem with the Journal import, the data will get rolled back from gl_interface. Once the Journal import is completed, data will get populated in gl_import_references,gl_je_headers and gl_je_lines.

......

Refer to Metalink Note 827125.1 for details.

[WIP] Work Order is Canceled and Onhand Stock Not Released

Stock is reserved due to the allocation done during WIP Component Pick Release process. Even job is canceled, the allocation will not be released. Hence, the onhand is still not available for other transactions' use.

In order to increase the availability, we need to remove the job allocation.

Go to "Transact Move Orders" menu, go to "Pick Wave" tab, "Work Order" section, enter the job number, query the job. Cancel allocation at Tools->Cancel Allocations

[OM] Meaning of wsh_new_deliveries.released_status

Meaning of wsh_new_deliveries.released_status field value, reproduced from Document406189.1.

B Backordered Line failed to be allocated in Inventory
C Shipped Line has been shipped
D Cancelled Line is Cancelled
N Not ready for release Line is not ready to be released
R Ready to release Line is ready to be released
S Released to Warehouse Line has been released to Inventory for processing
X Not Applicable Line is not applicable for Pick Release
Y Staged Line has been picked and staged by Inventory

[OM] Order Shipping Line Status Stuck in "Shipped", Next Step "Run Interfaces"

Obviously "Interface Trip Stop" program has been ran, but status is not change. What could be the reason behind?

Check error records in Transaction Open Interface (Transactions->Transaction Open Interface). Any error stuck with error in the interface will cause this issue.

Table:
mtl_transactions_interface

Fields:
process_flag => 3, if error
organization_id => Inventory Organization
error_code

[OM] OE_ORDER_HEADERS_ALL -> SOLD_TO_ORG_ID and SHIP_TO_ORG_ID

At the Order Header table, SOLD_TO_ORG_ID refers to customer_id whereas SHIP_TO_ORG_ID is the ORGANIZATION_ID from OE_SHIP_TO_ORGS_V. From the SHIP_TO_ORG_ID field, we can trace back the actual ship-to address for a particular order.

Before we can use OE_SHIP_TO_ORGS_V view in sql, we have to first initialize the view. However, we can skip it by going direct to the tables.

--to get actual ship to address for a Sales Order
select hl.*
from
apps.hz_cust_site_uses_all cs,
apps.hz_cust_acct_sites_all cas,
apps.hz_party_sites ps,
apps.hz_locations hl
where
hl.location_id=ps.location_id and
ps.party_site_id=cas.party_site_id and
cas.cust_acct_site_id=cs.cust_acct_site_id and
hl.country='IN' and
hl.state='JAMMU AND KASHMIR' and
cs.site_use_code='SHIP_TO' and
cs.org_id=123
order by cs.site_use_id desc

--to get order base on ship to address
-- cs.site_use_id equals oe_order_headers_all.ship_to_org_id
select * from apps.oe_order_headers_all where ship_to_org_id in (
select cs.site_use_id
from
apps.hz_cust_site_uses_all cs,
apps.hz_cust_acct_sites_all cas,
apps.hz_party_sites ps,
apps.hz_locations hl
where
hl.location_id=ps.location_id and
ps.party_site_id=cas.party_site_id and
cas.cust_acct_site_id=cs.cust_acct_site_id and
hl.country='IN' and
hl.state='JAMMU AND KASHMIR' and
cs.site_use_code='SHIP_TO' and
cs.org_id=123 )
and order_type_id=2345

[SYS] Concurrent Program Always in Pending Status

Some times we found out a submitted request is always in Pending status, we need to know if the manager is running fine. To determine which concurrent manager is handling a specific concurrent program, run this,

SELECT user_concurrent_program_name, user_concurrent_queue_name
FROM apps.fnd_concurrent_programs_tl cp,
apps.fnd_concurrent_queue_content cqc,
apps.fnd_concurrent_queues_tl cq
WHERE cqc.type_application_id(+) = cp.application_id
AND cqc.type_id(+) = cp.concurrent_program_id
AND cqc.type_code(+) = 'P'
AND cqc.include_flag(+) = 'I'
AND cp.LANGUAGE = 'US'
AND cp.user_concurrent_program_name = '&USER_CONCURRENT_PROGRAM_NAME'
AND NVL (cqc.concurrent_queue_id, 0) = cq.concurrent_queue_id
AND NVL (cqc.queue_application_id, 0) = cq.application_id
AND cq.LANGUAGE = 'US'

[GL] Manual Journal Import Needed

A case study:
User submitted "General Ledger Transfer Program" from AR module, "Journal Import" will be called internally. What happened is "Journal Import"completed error with error, "ORA-01653: unable to extend table GL.GL_IMPORT_REFERENCES by 16 in tab".

GL journal batch is not created.

After DBA fixed the tablespace issue, user reran "General Ledger Transfer Program" as the program says no records to be interfaced, completed warning.

What to do next: Go GL module, Journals->Import->Run, submit journal import with the right Group ID (can be retrieved from "General Ledger Transfer Program" log).

[SYS] Default Type: Profile

We have different value in Default Type in concurrent program parameter, Constant, Current Date, etc. I want to share about "Profile" in this post.

For Default Type Profile, the Default Value indicates Profile Name (In Application Developer responsiblity, Name field in Profile). Note that the User Profile Name is what we see in the System Administrator responsibility.

The value which returns to the concurrent program is the value for the Profile Name, either user, responsibility, or other levels.

SQL:

SELECT profile_option_name, user_profile_option_name
FROM apps.fnd_profile_options_vl
WHERE profile_option_name = 'MY_CUSTOM_PROFILE_NAME'

profile_option_name is referring to Profile Name, user_profile_option_name is referring to User Profile Name.

[INV] Item Cross References in Item Search

We have setup different Cross Reference Types for OM usage. Each type was defined in different inventory organization.

Now, in Production instance I do not have access to view the assignment (Items->Cross References was excluded). How can I check it?

Front End:

Use Item Search (Items->Item Search). Enter the inventory org, make sure the Show value is Cross References. Enter the Cross Reference Type andValue, click Find. We can see the assignment in the next screen.

Back End:

select cross_reference_type type, cross_reference selling_sku,
inv_item_concat_segs stocking_sku, description
from apps.MTL_CROSS_REFERENCES_V where cross_reference_type='ABC_XREF' and
cross_reference in
('ABCD');

[OM] Validation failed for the field - Ship To

Encountered this error during Order Copy (at header level).

Root Cause:

Customer Site Location is deactivated.

Fix:

Activate it. Customer->Standard. Choose the correct address base on the ship to address shown in the sale order, click "Open". Identify "Ship To" underUsage column, check the Active checkbox.

Some useful backend table for these:

Take oe_order_headers_all.ship_to_org_id to hz_cust_site_uses_all.site_use_id, hz_cust_site_uses_all.location field refers Customer Site Location.

We can get the Customer Site Number by using

select ps.party_site_number
from
apps.hz_cust_site_uses_all cs,
apps.hz_cust_acct_sites_all cas,
apps.hz_party_sites ps,
apps.hz_locations hl
where
hl.location_id=ps.location_id and
ps.party_site_id=cas.party_site_id and
cas.cust_acct_site_id=cs.cust_acct_site_id and
cs.site_use_code='SHIP_TO' and
cs.org_id=123 and
cs.site_use_id = 12345678

[INV] APP-PO-14736: You cannot source from and deliver to the same subinventories

IR Creation

I have Requisitions Preferences as follows.

Destination Type: Inventory

Organization: A1

Location: A1Location

Subinventory: A1Sub

Source: Inventory

Organization: A2

Click Apply. Exit Requisitions form.

Open Requisitions form, select Type as Internal Requisition, tab. The above Preferences will be defaulted.

Enter the item code at line level, APP-PO-14736 error prompted, my source organization is overwritten to A1, source subinventory has the value of A1Sub. Why?

Checked Item and Item Transaction Defaults, nothing special was found. Finally, drilled down to Subinventories level. For A1Sub subinventory, there existItem Subinventories link. For the item code i entered, the Sourcing Organization is A1 and Subinventory is A1Sub. These value get defaulted to sourcing org and subinv after item code was entered (with field exit) in Requisitions form. As the result, sourcing subinv and deliver-to subinv is the same, which leads to above error.

Solution:

• Remove this Item Subinventories defaulting, or
• Manual correct the sourcing org and subinv at Requisitions form level, or
• Change to another Destination Subinventory

[SYS] FND: Default Request Days

"FND: Default Request Days" profile decides the default value shown in "Select the Number of Days to View" field after you choose View->Requests

[SYS] PHASE_CODE and STATUS_CODE in FND_CONCURRENT_REQUESTS Table

It has been a bit confusing, hence i summarized the fields' values and meaning as follows:

PHASE_CODE
P - Pending
C - Completed
R - Running

STATUS_CODE
Q - Standby //Scheduled
R - Running
C - Normal
D - Cancelled
E - Error
G - Warning
I - Normal //Inactive

[OM] Query Manager for Shipping Transactions Form

Org Code is not defaulted to the OU's inventory organization, but it is defaulted to another inventory organization which has no relationship with current OU. Somemore, Org Code field is disabled. Why?

Ans: Setup->Shipping->Grants and Role Definitions->Grants. Grant to your Oracle user id, the Org Code will be enabled with blank. Set the Org Code from there (the field is optional).

[OM] Shipping Method - Lookups

To look at the complete list of Shipping Method, you need to go to Setup->Organizations->Shipping Methods in Inventory responsibility. It is a System Lookups, type: SHIP_METHOD.You can add/modify/remove Shipping Method there.

[OM] Picked Quantity Auto Transferred Back After Backordered?

Picked quantity (Pick Release process) will NOT be transferred back automatically to original locator/subinventory after Backordered transaction.

[SYS] Best Practise - To Update a Record Value in Setup Form

Read a documentation, it mentioned the best practise to update a record value during Oracle setup (at form level). Instead of bulk query and update 1 record, query the specific record, update it.

You know why? This is to prevent potential bug on the form that will update all records even you update 1.

[SYS] Where is Value Set Used?

Value Set in Oracle stores set of values, so that it can be used in elsewhere, in Descriptive Flexfield Segments, Key Flexfield Segments and even Concurrent Program Parameters.How do we know the where-used?

Ans: Navigate to Application->Validation->Set, open the form, query the value set, click "Usages" button.

[INV] Where did the Onhand Quantity Gone?

Onhand shows 12400, Available is 9400, no reservation for this item, where did the 3000 qty gone?

Ans: Check Pending Transactions

[SYS] Default Value for Organization Code

To set default value for Organization Code in the concurrent program parameter, use this.

select organization_code from org_organization_definitions where organization_id=:$PROFILES$.mfg_organization_id

[OM] 1 Delivery Has Many Delivery Lines, How to Backorder Only 1 Delivery Line

At Shipping Transactions form, query the delivery line by order number and item code (assuming this item has only 1 delivery line), enter the Shipped Qty as 0, Backordered Qty as the total quantity at the delivery line.Click Delivery tab, select "Ship Entered Quantities", press OK. If a delivery has multiple lines, only the selected line will be backordered.

[OM] Setting Up Internal Customer for IR-ISO

How does customer get recognized during Internal Sales Order (ISO) creation?

Ans: Location. In IR, there is a Ship-to-Location, and this internal location must tie to the same location defined in Customer Address (Customers->Addresses->Location->Internal Location). Each unique location can only assigned to only 1 customer and 1 address.Table for customer address and location: RA_SITE_USES_ALL

[OM] Auto Allocation in Transact Move Order for a Sales Order

If the SO shipment status is now "Released to Warehouse", we need to perform Transact Move Orders. For the Move Order, which setup trigger auto allocation?

Ans: In the Release Rules form, Inventory tab, Auto Allocate selection (Yes/No)

[INV] Item Reservation History Report

Is there such a report in OM or Inventory? Ans: No. It is categorized an enhancement request. Refer Note 842548.1

~OracleA2Z~: This is correct as of Jul 31, 2009.

[SYS] Hard to Find the Flexfield Title and Application?

We need to trace back and check the flexfield setup, some time it's a bit difficult to guess the title name.Click on the record, go menu Help->Diagnostics->Examine, change the Block value to "$DESCRIPTIVE_FLEXFIELD$", check the field Value. E.g If it shows "Flexfield Segment Values (Application Object Library)", means the Descriptive Flexfield Segments Title is "Flexfield Segment Values"

[INV] Inventory Onhand History (Daily)

There is a way to trace back the history onhand quantity for certain item code.Go On-hand, Availability->Inventory Positions->Build, we can build a image of item onhand history by given it a name (Data Set), we can view it online and also save it. Bucket size can go down to Hour level, it means it shows history onhand by hour.Thanks for Mohammad's input.

[SYS] Time Zone Conversion

I created a sale order, checked order header record history, the "Update Date" is differs from the last_update_time in oe_orders_headers_all, why?Check the system profile values for Client Timezone and Enable Timezone Conversions, any time zone setup in these profiles will get reflected in the front-end display of time related records.Note: Backend time is always consisitent.

[INV] Wrong Item Code Used in IR, ISO had been Shipped, How?

Wrong Item Code, ISO been shipped, but receiving for IR is not done yet. Anyway quick way to fix?First of all, there is no RMA and RTV functions available for IR-ISO, this is a very BIG design gap.Workaround 1:Receive the wrong Item Code. Create a reversal IR-ISO.Workaround 2:Miscellaneous Receipt back quantity to Shipping Organization, make sure Credit Account is correct. Final Close the IR.

[OM] No Delivery Detail Found

After Ship-Confirm action, shipping line status is Closed, Interface Trip Stop program completed Warning, with warning message "No Delivery Detail Found" in the log file.

Where to rectify this?

Ans: Go Inventory responsibility, Transactions->Transaction Open Interface, check for any errors in the shipping organization. Rectify from there.

[OM] Pick Release in Shipping Transactions Form

This is an alternate way to perform pick release at a place other than Release Sales Ordersform.

Shipping->Transactions

Only Lines/LPNs tab is enabled, other tabs like "Delivery", "Path by Stop" & "Path by Trip" are disabled as picking is not done yet. Go "Action" LOV, choose "Launch Pick Release", clickGo button.

[OM] Internal Requisition Approved, Internal Sales Order Created and Picked, Need to Cancel All, How?

Ans: First perform backorder for ISO, cancel the ISO, then cancel the IR. Do remember to move back the inventory from staging to picking.

[OM] Cancel Order Does Not Appear on Shipping Transaction Form

Cancelled order does not have Pick-Up date attached. That's why when user enters Pick-Up date as parameters, no record shown.

[OM] Ctrl+Click and Shift+Click

At the Order Organizer form, we can perform multiple lines selection at the line level using hot key Ctrl+Click and Shift+Click.

This is useful if we need to perform the same Actions across all order lines. E.g. I wanted to release multiple order line holds all at one go. I click on the first row, move my mouse to the end row, press Shift+Click, all order lines will be selected with highlight color blue. Then, I proceed to Actions button to perform Release Holds action. This action will be applied to all selected order lines.

[PO] RCV: Processing Mode

System Profile "RCV: Processing Mode" decides the processing mode for receiving transactions, it can be either in "Batch", "Immediate" or "On-line" modes. It is reflected in RCV_TRANSACTIONS_INTERFACE.PROCESSING_MODE_CODE field.

[INV] Lot Expiry Date Maintenance

Yes, we can change the item lot Expiry Date without having to transact out and transact in the same item.Go On-hand, Availability->Lots in Inventory responsibility.