[OM] R12: Search Sales Order Records by DFF

I want to search Order / Order Line info by using a DFF value.

Option 1: Under Order Organizer, if search by header DFF, go "Quote/Order Information" tab, click on the little rectangle box at the bottom right, enter search string.

If search by line DFF, go "Line Information", click on the little rectangle box at the bottom right, enter search string.

Option 2: In Sales Orders form, if search by header DFF, click on the header, press F11, click on the DFF box, enter search string, press Ctrl+F11.

If search by line DFF, click on the line, press F11, click on the DFF box, enter search string, press Ctrl+F11.

[GTM] R12: Awaiting Export Screening

At Sales Order line, after order booked, you see the line status became "Awaiting Export Screening" and not "Awaiting Shipping". Why?

It is caused by a extra Oracle module that we have integration with, GLOBAL TRADE MANAGEMENT (GTM). GTM will do the screening and feedback to EBS that whether this order line has passed the screening rule. If Yes, order line status will changed to "Awaiting Shipping". If Not, order line status will remained as "Awaiting Export Screening", and as a result, you cannot proceed with Pick Release.

[OM] R12: Sales Agreement Activation Date

During creation of Sales Order, we can tie the Sales Order to a Sales Agreement. Sales Agreement pre-stores information like Customer, Accounting, Pricing, etc.

We can controls how the Sales Agreement get applied (similar to functionality of Qualifier in Price List). At the Main tab, we can defined Item Context, which controls how the Sales Agreement take effects. At the Pricing tab, it can links to Price List, which will get defaulted when Sales Agreement is selected.

Note:
Activation Date in Sales Agreement, it is the effective start date (OE_BLANKET_LINES_ALL.START_DATE_ACTIVE), it ties to Request Date at the order line.

[PO] R12: Sales Order Reference in PR Interface Table

Drop Shipment, a booked Sales Order will trigger interface records into PO_REQUISITIONS_INTERFACE_ALL table.

How to trace back the original SO number from this table?

Get GROUP_CODE, which is reference back to the Sales Order header_id.

[OM] R12: Intercompany Pricing

After enabling Advance Pricing for Intercompany, we can have intercompany AR invoice price different from trade invoice price.

e.g.
A & B represent 2 different OUs within same organization.
A sells to B.
B sells to external customer.

B is defined as internal customer for A. A will issue Intercompany AR invoice to B.

We can define interco price list to be tied to the internal customer B.
Customer -> Address -> Business Purposes -> Bill To -> Order Management -> Price List

[OM] Allocation Error During Transact Move Order

"Error: The material sourcing process failed to create picking suggestions for line 2 of move order number 59641464"

"APP-INV-05297: Invalid transaction and serial control combination"

Encountered the above error message after clicked on "Allocate" button in Transact Move Orders form. Even after I backordered the line, I could not proceed to Pick Release, failed Pick Release.

Root Cause: Item lot reserved for the order line is no more valid.

Action: Unreserve the invalid item lot, pick release, transact move order & ship confirm successfully.

[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

[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).

[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.

[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.

[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

[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

[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.

[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.