Item Orderability Functionality in Oracle Order Management

Item Orderability in Oracle Order Management

Item Orderability is one of the new features that come with Order Management Release 12.1.

Oracle provides an easy way to define orderable products, based on exceptions defined in the item orderability rules. It would be possible to apply orderable products business rules to Items or Item Categories defined for an organization.

Based on the rules defined in the Orderability window, the user would be able to restrict

the Items that can be ordered from the sales order and quick sales orders windows.

Setup

I. Define an Orderability Rule

II. Set the Profile OM: Use Materialized View for Items LoV

III. Run Refresh Order Management Materialized Views

I. Define an Orderability Rule

The purpose of Orderability Rule is to restrict the items that can be ordered from the sales order and quick sales orders windows.

Navigation:

Order Management > Setup> Rules > Item Orderability

Every Orderability Rule is specific to an Operating Unit.

If the same rule needs to be applied on a different Operating Unit, this needs to be specifically defined in the new OU.

The Ordered Item List of Values is populated by listing all the items available in the Item

Validation Organization of the current operating unit.

The logic of the Orderability Rule is driven by the option Generally Available

a) If the Generally Available checkbox is checked:

The item (or item category) is available to ALL customers EXCEPT the ones that meet the criteria mentioned at Rule Level region.

It is possible to provide multiple criteria when defining an orderability rule. The OR condition is applicable when evaluating rule level combinations.

b) If the Generally Available checkbox is unchecked:

The item (or item category) is restricted to customers EXCEPT the ones that meet the criteria mentioned at Rule Level region.

It is possible to provide multiple rule levels when defining an orderability rule. The OR condition is applicable when evaluating multiple rule level combinations.

There are 11 Rule Levels that can be combined to create an Orderability Rule:

CUSTOMER,

CUSTOMER CLASS,

CUSTOMER CATEGORY,

END CUSTOMER,

ORDER TYPE,

SALES CHANNEL,

SALES PERSON,

SHIP TO LOCATION,

BILL TO LOCATION,

DELIVER TO LOCATION

and REGIONS.

(here REGIONS level is based on Shipping Regions defined in Oracle Shipping ).

If an Orderability Rule is already set for an item category, it is no possible to set a different rule for an item which belongs to this category.

Also, if an orderability rule is already set for an item, it is not possible to set a different rule for an item category which includes this item.

Important:

If you choose to enable this functionality, Sales orders created by any one of the online or batch means, namely: Quick Sales Order form, Order Import, HVOP, EDI, XML, APIs etc or orders coming from other order capturing applications such as Quoting, iStore or third party applications will not be accepted in Order Management if the incoming orders do not comply with item orderability rules.

II. Set the Profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules)

This is a site level profile option and controls the display of the Ordered Items list of values from sales order line level.

1. If the profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules) is set to No or null, then the following logic is used:

1.1 If an Orderability Rule is defined for the item or item category, the restricted item is visible in Ordered Item list of values at Sales Order line level, but the item will be validated against the Orderability Rule. A message is displayed when saving the sales order line having this item.

1.2 If there is no Orderability Rule defined for the item or item category, then the Ordered Items LOV lists all the items of the item validation organization of the current operating unit.

2. If the profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules) is set to Yes, the Ordered Item list of value from Sales Order line is based on the materialized view OE_ITEMS_MV and the following logic is used:

2.1 If an Orderability Rule is defined for the item or item category: On the Sales Order level, The Ordered Item LOV displays only those items which are not restricted by the orderability rules.

2.2 If there is no Orderability Rule defined for the item or item category: then the Ordered Items LOV lists all the items of the item validation organization of the current operating unit.

III. Run Refresh Order Management Materialized Views

Refresh Order Management Materialized Views is a new concurrent program in Order Management R12.1 which updates the item list of values, displayed in the order entry form.

If the profile OM: Use Materialized View for Items LoV is set to Yes, the concurrent request Refresh Order Management Materialized Views needs to be run in order to refresh OM materialized views OE_ITEMS_ORD_MV, OE_ITEMS_MV.

The concurrent request needs to be run after changes are made to the item master, cross reference, Customer Items or to the item orderability rules, to ensure that the item list of values displays the latest items on the order entry form, based on orderability rules.

Test case:

1. All the relevant item attributes have been checked in Item Master form, Order

Management tab. Also, make sure that the item is on a price list.

2. Create an Item Orderability Rule

Order Management> Setup > Rules > Item Orderability

3. Go to Sales Order form and fill in a sales order for item DROP_ITEM, for customer: B CAR(E) INDIA P LTD.

3.1 If the site level profile option: OM: Use Materialized View for Items LoV is set to No or has a null value, the following behaviour is seen:

a) Item is visible on the list of values, but the Item Orderability Rule is enforced when trying to save the Sales Order:

Despite the fact that the item is visible on the Ordered Item list of values, it cannot be placed on the sales order line if the customer is B CAR(E) INDIA P LTD.

3.2 If the site level profile option: OM: Use Materialized View for Items LoV is set to Yes, the following behaviour is seen:

The DROP_ITEM is not visible on the Ordered Item list of values for sales orders filled for the customer: B CAR(E) INDIA P LTD.

4. Whenever a change is made on the Item level or Orderability Rule level, please run Refresh Order Management Materialized Views concurrent request, if the profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules) is enabled.