Fulfillment Set and Delivery based Invoicing

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

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

1. one of the line in the order is already shipped and ready for fulfill.
2. second line still not shippped and is in status Awaiting Shipping and 
3. 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).

1. Create an Order and check the Fulfillment Set check box.
2. 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).

1. Create an Order.
2. Add Lines to Order.
3. Select the lines that we want to add in the fulfillment set rt. click and  from MENU select “Sets >> New >> Fulfillment Sets”
4. Enter a name in Set Name.
5. 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

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.

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

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 –

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

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

What is Defer Interface check box means in Shipping Transaction Screen

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)

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Oracle Oracle Open World 
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Larry Ellison
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