Oracle SCM
Functional - Order Management
1. What are the Key flex fields owned by Order
Management
No. Oracle Order Management does not
own any key flex fields.
2. What is Item Validation Organization in Order
Management
In Order Management, the Item Validation
Organization parameter indicates the Oracle Manufacturing organization against
which items are validated.
Item Validation Organization
parameter to be set in the Parameters window, and can only set the value to the
operating unit associated with current sign on responsibility. All transactable
items are to be assigned in this organization.
3. What is the Navigation to set up Item Validation
Organization.
Order Management > Setup >
System Parameters > Values
4. What is the purpose of setting up OM System
Parameters?
Setting up parameters enable to
Validate the items, to enable customer relationships and to provide operating
unit defaults.
New parameters can be defined and
values to those parameters can be defined using different sources like SQL and
Constant values.
5. What is the navigation to Define OM System
Parameters
Order Management > Setup >
System Parameters > Define
6. What are the possible Value sets that can be
associated with the OM System Parameters
None or Table.
For seeded parameters make sure that
you use a value set that begins with “ONT.”
7. Which look up type controls the OM Sys Parameters
category
“OM_PARAMETER_CATEGORY.”
To create a new category, add the
lookup code in the lookup type “OM_PARAMETER_CATEGORY” and then enter
that lookup type in your parameter definition window.
8. In which level OM System Parameter values are set?
Parameter values are set at the
operating unit level
9. What are the seeded System parameter categories
provided by Oracle
Parameter Categories Parameters
Approval Parameters:
1) No Response from the Approver
Default Value: Reject
Alternative Value: Continue
Note: If the approver is the final
approver on the list and does not respond, the transaction will be rejected
regardless of the parameter value.
Copy Parameters
1) Call line DFF
extension API in COPY
Default value for Action- Copy
Complete Configuration
Generic Parameters
1) Audit Trail
2) Customer Relation Ships
3) Default Hint for Pricing and
Availability
4) Enable Freight Ratings
5) Enable Ship Method
6) Item Validation Organization
7) Margin Calculation
8) OM: Configuration Date Effectively
Payment parameters
1) Allow Multiple Payments
Yes: Allows multiple payments per
order AND to use the full/partial down payment feature. Enables navigation to
the Payments window from the Sale Order form using the Payments Action.
2) Authorize first installment only
Retro billing Type
1) Default Order Type
2) Enable Retro billing
3) Retro Bill Reason Code
Scheduling Parameters
1) Allow Partial Reservations
2) Firm Demand Events
3) Latest Acceptable Date
4) Promise Date Setup
5) Reschedule with request Date
change
6) Reschedule with Ship method change
10. What are the Tax Related Processing Constraints
Through the use of seeded processing
constraints, Order Management does not allow a user to:
• Enter / Change Tax Code on Order
Line if the profile option Tax: Allow Override of Tax Code is set to NO.
• Enter / Change Tax Handling, Tax
Exemption Number and Tax Exemption Reason when the profile option Tax:
Allow Override of Customer Exemptions is set to NO.
• Update Tax Exempt Number, Reason,
or any other tax related. Fields once an invoice has been generated.
If your business process allows tax
information to be updated after an invoice has been created, you must modify
the seeded processing constraints that affect updating tax information.
11. At what stages tax calculation can occur in OM
Entry, Booking Or Invoicing
Tax calculation for the above events
can only be controlled at the order level (not at the order line level). You
specify when to calculate the tax for an entire order when you create Order
Types within the Order Management transaction Types window.
Tax Calculation at Entry
With tax calculation at Entry, tax is
calculated as each order line is entered. This tax calculation is used, for
example, in businesses that requires the user performing order entry to view
the total of the order, including tax, so it can be quoted to a customer. To
include tax in Commitment Applied Amount, set the tax event to Entry.
Tax Calculation at Booking
When tax calculation occurs at
Booking, tax is calculated on each of the booked order lines. This tax
calculation option is used, for example, in business that require tax
visibility for booked orders, but who want to increase order entry input times
by not calculating tax at entry.
Tax Calculation at Invoicing
When tax calculation occurs at
Invoicing, no tax calculations will occur within Order Management. Tax
calculation will occur in Oracle Receivables when the order or order line is
invoiced.
12. How you will calculate tax for an order while
entering sales order?
To calculate tax at any time,
select Calculate Tax from the Actions button menu within the
Sales Order or Order Organizer windows.
13. What are OM Tax security options
Order Management enables you to
update the tax security information on an order or return by setting the Tax:
Allow Override of Customer Exemption profile option. This profile option
controls the modification of the Tax Handling Status, Reason & Certificate
.fields at the order header and order line levels. Standard tax calculations
can be overridden by setting the profile option to Yes. The Tax: Allow Override
of Tax Code profile option determines whether the defaulted tax code on an
order line can be updated.
14. What are various set ups for which we can create
Quick Codes
• Cancellation Codes
• Credit Cards
• Freight Terms
• Hold Types
• Note Usage Formats
• Release Reasons
• Sales Channels
• Shipment Priorities, etc.
15. What is the navigation to define Quick codes
Order Management > Setup >
Quick Codes > Order Management.
16. What is document sequence:
A document sequence is a range of
numbers that can be used for an order type and is defined by a numbering method
(automatic, manual or gapless) and the beginning order number.
17. Can you assign a Single document sequence to all
your Sales documents
Yes
18. Can sales documents contain alphabetic characters
No
19. What are various types of Document sequence
numbering methods
• Automatic: The
system automatically increment document numbers. Automatic sequences do
not guarantee contiguous numbering.
• Gapless: The
system guarantees that the numbers returned are contiguous. Order Management
prevents deletion of orders that have been numbered using the gapless numbering
sequence.
• Manual: The user
must specify a unique document number.
20. Which profile option should be considered while
implementing Document Sequence Numbering
Set the profile option Sequential
Numbering to Always Used at the Order Management Application level.
21. What is the navigation to define Document sequence
Order Management > Setup >
Documents > Define.
22. What Document sequence category?
A document category is a specific
type of document such as a sales order or a purchase order. These are used in
many Oracle applications for key entities. In Order Management when you create
an order transaction type the system automatically creates a document category
with the same name. This is used to assign the numbering sequence to the order
type.
23. What is the navigation to assign Document sequence
to Order Transaction Type
To assign your order type to a
document sequence navigate to Setup > Documents > Assign.
24. Can you change the Document sequence assignment for
an order type
No. you cannot change the assignment for
an order type and set of books. To change the assignment you must assign an end
date to the existing assignment and create a new one for the new assignment.
You cannot have more than one assignment for the same date range, document type
and set of books.
25. What is transaction type?
The transaction types determine what
workflow the order and line will have and also it acts a source for
defaulting and to establish processing controls. For each order type, you can
assign a default price list, defaulting rules, order lines, return lines, line
types, workflow assignments, payment terms, and freight terms, etc.
It also controls order numbering,
credit check rules and workflow of header and line
Main: Document – Agreement type, whether agreement
required, PO required
Default return line type, default
order line type
Pricing - Enforce Price
list, Default price list, and minimum margin percentage
Credit Check rule – Ordering,
Picking, Picking/Purchase release, Shipping
Shipping: None of the fields in the shipping tab are
applicable to BSAs
Warehouse, Shipment Priority, FOB,
Demand Class, Inspection Required, Line Shipping method, freight terms,
Shipping source type, Scheduling Level, Auto Schedule, and Fulfillment set
Finance: None of the fields in the Finance tab are
applicable to BSAs
Rule: Invoicing Rule, Accounting Rule
Source: Invoice Source, Non Delivery Invoice Source
Credit Method for: Invoice with Rules, Split Term Invoices Receivable
Transaction type, Tax event, COGS Account, Currency, Conversion type
26. Assignment of line flows are required for Quotes
No.
27. Can you change the existing line flow assigned to an
order type
No. Once you have created a document
using an order type you cannot change the existing line workflow Assignments.
Instead, enter an end date for the existing assignment and enter a new
Assignment for the new workflow.
28. What is defaulting rules
Defaulting rules enables to define
rules to determine the source and prioritization for defaulting order
information to reduce the amount of information you must enter manually in the
Sales Orders window For most fields, you can assign one or more defaulting
sources in a priority sequence, or, if the default is always the same, you can
define a constant value.
29. Which program to be run after updating defaulting rules?
Defaulting Generator concurrent
program must be run to generate new defaulting packages. This can be run from
Tools menu while updating parameters
30. What is the navigation to define Defaulting rules?
Order Management > Set Up >
Rules > Defaulting
31. What do u mean by Entity in Defaulting rules
The Entity field displays the name of
the object for which defaulting rules and conditions are being defined such as
the order line.
Entity means a group of related
attributes that correspond to a table or forms in Order Management. Examples of
Entities: Line Payment, Order Header, Order Line, Order Payment,
An ‘Attribute’ is a field or column
that belongs to that entity. Fox example: Ordered Quantity UOM is an attribute
of Order Line Entity
32. Can you create new record in Attribute Region
No. You are not allowed to enter new
record
33. What is defaulting source and mention those sources
A defaulting rule source is the
location from which you obtain a defaulting value; Defaulting sources: Constant
Value, Application Profile (Profile Options), Same record, Related record,
System Variable, PL/SQL API, WAD Attribute, WAD Object Attribute
34. Defaulting are set at which responsibility?
Defaulting rules are defined at
Application Level.
35. How the credit checking is implemented?
To implement credit checking, set the
following
Use the Profile classes, Payment
Terms that are checked credit check box and
Assign the credit-checking rule in OM
Transaction type
36. What are Credit checking rules?
Order Management credit check rules
enable you to determine what credit checking criteria is used when determining
credit exposure during the credit checking process.
Credit check rules defines the
following:
Credit check level - whether
Sales Order level or Sales line level
Credit hold Level - whether Sales
Order level or Sales line level
Whether to include tax and freight
charges, whether to include un invoiced Orders, etc.
Order Management transaction types
determine when credit checking actually occurs, and when used in conjunction
with credit checking rules.
37. What is credit profile?
Organization Credit Profiles are a
set of criteria that define an operating unit’s credit policy for credit
control and order credit checking. Credit Profiles include the credit limit and
pertinent data needed to determine total credit exposure for orders undergoing
credit checking.
Credit usage rules are assigned to
Credit profiles.
38. What is the navigation for defining credit
profiles?
Order Management > Set Up >
Credit > Define Credit Profiles
39. What are Credit Usage Rules?
Credit Usage Rule Sets define the set
of currencies that will share a predefined credit limit during the credit
checking process, and enable the grouping of currencies for global credit
checking.
Navigation: Order Management > Set
Up > Credit > Define Credit Usage Rules
40. What are various Credit Profile types and what is
their Hierarchy when performing credit checking?
• Customer: Enables you to define
credit limits by currency for Customers.
• Customer Site: Enables you to
define credit limits by currency for Customer Sites.
• Operating Unit Default: Enables you
to set credit limits and terms, by currency, within a given operating unit
Credit Profile Limits Hierarchy when
performing credit checking:
• Customer Site Profile
• Customer Credit Profile
• Operating Unit Default Credit
Profile
41. What is the purpose of Credit Profile Window?
The Credit Profile window enables
users to create and maintain credit information for Operating Units and Item
Categories and assigning credit usage rules to that profile.
You cannot define Credit Profiles for
Customer or Customer Site by directly navigating to the Credit Profile window.
Credit Profiles for Customer and Customer Sites are initially defined when
entering credit information in the Credit section of the Profile-Transactions tab
of the Customer and Customer Site windows. You must then assign a Credit
Usage Rule to your Customer or Customer Site if you want to enable multi-currency
credit check.
42. What are the methods to
deactivate Credit Checking
There are three ways to deactivate
Credit Checking on an order:
• Use an order type that does not
have an assigned credit rule
• Define the Customer Profile so that
the Credit Check box is not checked
• Use payment terms for which the
Credit Check box is not checked
Deactivating Credit Checking does not
automatically release orders previously on credit hold. However, the next time
you attempt to Book, Pick Release or Purchase Release (for drop shipments),
Pack, or Ship Confirm an order which utilizes an Order Management Transaction
type that enables credit checking to occur at the specified order points, or
you perform an order change that trigger credit checking in the Sales Orders
window, Order Management will releases the credit check hold if the order
or line meets the requirements for successful credit check
43. Which hold will be applied
while checking credit
Credit check failure hold will be
automatically applied when he credit check evaluation fail on orders set up to
be credit checked.
44. What are holds?
When you prevent further processing
on an order through an exception, you are placing a hold on the order.
For each hold, you can specify hold
security by responsibility to control which responsibilities have authority to
apply and/or remove the holds you define. Holds can be defined to be specific
to pick, pack, ship, or invoice interface activities. Order Management Hold
database tables are striped by organization ID. Therefore, you will need to
define holds for each operating unit within your enterprise structure. However,
hold type quick codes only need to be defined once.
45. Which profile options enables to modify seeded hold
attributes.
OM: Modify Seeded Holds : This profile enables you to modify seeded hold
attributes. Options are Yes or No. The default is No or Null.
46. How many ways you can create holds?
You can create holds based on a
combination of two criteria, such as customer and item, or item and warehouse.
47. Can Generic Hold applied at line level?
No. Generic hold can be applied at
header level only.
48. What are various profile options that are to be
considered while setting up holds
OM: Prevent Booking for Line Generic
Holds : This
profile controls whether a transaction will fail booking if a generic hold has
been applied.
OM: Schedule Line on Hold This profile controls whether scheduling should
attempt to schedule lines that are on hold. The default is set to No.
OM: Promotion Limit Violation Action
: This profile controls how and where
holds are placed on order lines and headers when promotion limits are exceeded
in Advanced Pricing or Trade Management. Available options are: Place holds
where violated, place order on hold when any violation occurs, or no holds
applied. No holds applied is the default.
OM: Schedule Line on Hold This profile controls whether scheduling should
attempt to schedule lines that are on hold.
OM: Modify Seeded Holds This profile, when set to yes, allows a user to
modify seeded hold attributes. Use caution when activating this profile as
other system parameters may interact with the seeded hold values.
49. What is hold source
A hold source allows you to apply a
particular hold to a group of existing orders, returns or lines and to new
orders and lines meeting your hold criteria. Hold Sources are created to hold
all current and future orders for an item, customer, order, warehouse or
customer site (Bill to or Ship To locations), Blanket Sales Agreement No or a
combination two attributes.
To define a hold source, navigate to
(N) Order Management > Orders, Returns > Order Organizer.
Select the Tools menu, and choose
Create Hold Source.
Order Management supports Hold
Sources with up to two entities. The combinations of two supported entities are
as follows:
• Item > Customer • Item
> Ship To Site : • Item > Bill To Site
• Item > Warehouse • Item
> Blanket Number • Warehouse > Customer
• Warehouse > Ship To Site •
Warehouse > Bill To Site
• Blanket Number > Ship To Site •
Blanket Number > Bill To Site
• Blanket Number > Warehouse •
Blanket Number > Ship To Site
• Blanket Line Number
50. What is the navigation to
create attachments?
Order Management: Setup >
Orders> Attachments >Documents
51. Defining Attachment Addition
Rules
Using standard Oracle Attachment
functionality, you can specify rules for automatically attaching of all types
of documents to orders and order lines. You can specify that documents be
applied to orders or lines for a certain Customer, Bill To customer,
Ship To customer, item, order type, and/or purchase order.
For Order Management, you can specify
attachment addition rules at the order level for the following attributes for
orders, quotes, or returns:
• Customer • Customer PO • Invoice To
• Order Category • Order Type • Ship To
At the order line level, you can
specify your attachment addition rules by specifying values for the following
attributes on the order, order line, quote line, or return line:
• Customer • Inventory Item • Invoice
To • Line Category Line Type • Purchase Order • Ship To
52. How you will enable
automatic attachments to Sales Orders?
By setting the profile option OM:
Apply Automatic Attachments: to Yes
53. What is Workflow?
Workflow technology supports routing
information of any type according to user defined business rules. Business
transactions, such as order placements or purchase requests, which involve
various controls, routings, and approvals, can be managed more efficiently by
leveraging Workflow technology.
• An order and each of its lines can follow
different workflow processes,
• Different lines on an order can follow different
line flows,
• Order Management provides you with seeded
workflows with functional activities and sub processes. Using the Workflow
Builder, you can define new function activities and notifications.
• The product comes seeded with several order and
line flows. If these seeded flows do not meet your requirements you can define
your own. You can use these for processing your orders and lines, by assigning
them to order and line transaction types.
• Line level workflow processes are assigned based
on an order type, line type, and item type combination.
54. What are setups for using workflow in Order
Management
Set up: Here are the things you need to do before using
Workflow with Order Management:
Setup “Order Management WF
Administrator” Workflow item attribute
You need to assign a responsibility
(role) to the Order Management Workflow item attribute
“Order Management WF Administrator” for unexpected error handling. .
Whenever an unexpected error occurs, a notification is sent to the
responsibility assigned to “Order Management WF administrator” item attribute.
You can set this item attribute via
the WF builder.
• Review seeded OM WF data and define Workflow
processes via the Workflow builder: Review the seeded flows,
activities, notifications, etc. Check whether the seeded data meets your
business needs. 2. Create custom activities, notifications, and any other
components needed to build flow processes to meet your specific business
requirements. 3. Use the seeded runnable flows as examples to create your
own flows, using seeded and/or custom sub-processes/activities. OR Copy a
seeded workflow process to create a new workflow process and modify this newly,
copied workflow process according to your business requirements.
• Setup approval notifications and OM:
Notification Approver
• Setup Workflow assignments for order/line
transaction types
Both order and line types are setup
using the Transaction Types form.. When you define an order type, you need to
assign a header workflow to it. Line level workflow processes are assigned
based on an order type, line type, and item type combination.
• Setup the WF background Engine
The Workflow Background Engine
processes deferred activities, wait activities and timed out activities. You
need to schedule the “Workflow Background Process” concurrent program to
re-submit periodically. When scheduling the concurrent program, please specify
Order Management work item types as parameter so that it only picks up
activities specific to Order Management work items.
55. What is workflow Builder
Oracle Workflow Builder is used to
define new workflow processes.
56. What is workflow Engine
The Oracle Workflow component that
implements a workflow process definition. The Workflow Engine manages the state
of all activities for an item, automatically executes functions and sends
notifications, maintains a history of completed activities, and detects error
conditions and starts error processes. The Workflow Engine is implemented in
server PL/SQL and activated when a call to an engine API is made.
57. What is Purchase release?
The seeded Purchase Release
sub-process interfaces information to Purchasing when order lines need to be
drop-shipped.
58. How you will see the workflow status in Order
Management
To view processes for specific orders
within Oracle Order Management, complete the following steps:
• Open the desired order in Oracle Order
Management.
• Navigate to the Tools menu and select Workflow
Status.
• A new window opens and displays the workflow
status as an activities list.
• From the Activities List window you can select
the order header workflow Process or the order line workflow processes
associated with the order. Selecting an order line workflow process opens a new
activities list for that process.
• Select View Diagram under the activities list to
view the actual workflow diagram.
59. What are various work flow item types
Order Management (OM) comes seeded
with the following workflow item types:
1) OM Order Header (OEOH) - All Order
Header level activities and sub-processes, are seeded under this WF Item type.
Header flows are started using this item type, with the header ID as the Item
Key. An order flow is started when an order header is created and saved.
2) OM Order Line (OEOL) - All order
line level activities and sub-processes, are seeded under this WF item type.
Line flows are started using this item type, with the line ID as the item key.
An order line flow is started when an order line is created and saved.
3) OM Standard (OESTD) - Common
functions and lookups are seeded under this item type. No flows are started
using this item type.
4) OM Change Order (OECHGORD) -
Change Order Notification flows are started using this item type.
60. What are workflows associated with OM Order Header
Item Type
• Order Flow – Generic
• Order Flow - Generic with Header Level Invoice
Interface
• Order Flow - Return with Approval
61. What is Order Flow – Generic
Order Flow - Generic
workflow process is the most often used
workflow in Oracle Order Management. This process includes activities that
book and close the order header. This can be used with any line flow for any
item type with outbound lines and return lines
Sub Process: Book – Order
Manual, Close –Order
62. What is Order Flow – Generic with Header level
Invoice Interface
This work flow is used when business
requires that all lines on the order invoice together at the header level.
Order Flow – Generic with Header Level Invoice Interface first ensures
that the order is booked before generating the invoice. After booking is
complete, the process interfaces with Oracle Receivables to generate an invoice
for the order. Upon completion of the invoice interface, the process closes the
order.
This process must be used in
conjunction with Line Flow - Generic with Header Level Invoice Interface.
Sub Processes: Book Order Manual,
Header Level Invoice Interface, Close
63. What is Order Flow- Return with Approval
This workflow is used when all lines
on the order are returns and header level approval is required.
64. What are various item types for which line flows
can be assigned
1) ATO Models, Classes, Options,
Items
2) Configured Item
3) Kits
4) Included Items
5) PTO Models,
Classes, Options
6) Standard Items
7) Service Items
If the item type code is left blank,
the specified workflow assignment applies to all item types for which there is
no specific assignment. Specify an assignment for the configured item type if
you plan to use the line type for ATO configurations.
65. What are seeded line item flows associated with OM
Order Line Type.
The Oracle seeded processes
associated with OM Order Line include the following:
Generic Processes:
1) Line
Flow – Generic
2) Line
Flow - Generic with Header Level Invoice Interface
3) Line
Flow - Generic, With Export Compliance
4) Line
Flow - Generic, Bill Only
5) Line
Flow - Generic, Bill Only with Inventory Interface
6) Line
Flow - Generic, Ship Only
Assemble To Order (ATO) Processes:
1) Line
Flow - ATO Item 2) Line Flow - ATO Model 3) Line Flow – Configuration
Oracle Release Management Processes:
1) Line
Flow – Generic with Authorize to Ship (RLM)
Inbound or Return Processes:
1) Line
Flow - Return for Credit Only
2) Line
Flow - Return for Credit Only with Approval
3) Line
Flow - Return for Credit with Receipt
4) Line
Flow - Return for Credit with Receipt and Approval
Service Item Processes:
1) Line
Flow - Standard Service
66. What is Order header flow and Line flow
Header flow consists of information
about customer such as price lists, shipping parameters, Ship Methods,
Warehouses etc., and these values can be used as default information for line
flows.
Line flow consists of information
about items, quantities ordered, price, request date, schedule ship date,
schedule arrival date, source, etc.,
67. Explain various line level Generic processes:
1) Line Flow – Generic
Use this process for all items except
for service items, including assemble-to-order (ATO) items, ATO models, kits,
and pick-to-order (PTO) models. If, however, you are a high volume ATO user,
specific Assemble to Order (ATO) Processes can improve performance.
Sub Processes: Enter Line, Schedule - Line, Create Supply
Order – Line Manual, Ship Line, Manual, Invoice Interface Line,. Close-Line.
2) Line Flow - Generic with
Header Level Invoice Interface:
Use this process when all order lines
must invoice simultaneously. Invoice is controlled by the Auto Invoice
concurrent program. Set up grouping rules in Oracle Receivables if only one
invoice for the order is necessary. This process must be used in conjunction
with Order Flow - Generic with Header Level Invoice Interface.
Sub Processes: Enter Line, Schedule - Line, Create
Supply Order – Line Manual, Ship Line, Manual, Header Level Invoice
Interface-Line, Deferred, Close-Line.
3) Line Flow - Generic, With
Export Compliance
Select this process when products
exported to a denied party must be checked. This process is commonly used in
the defense industry,
Sub Processes: Enter Line, Schedule - Line, Export
Compliance Screening-Line, Create Supply Order – Line Manual, Ship Line,
Manual, Invoice Interface Line,. Close-Line.
4) Line
Flow - Generic, Bill Only
Use this process when scheduling and
shipping are not necessary for an ordered item. This process fulfills the order
line, then proceeds with invoice interface. For example, this process might be
used if an invoice was incorrect and an adjustment must be made visible in
Oracle Order Management
Sub Processes: Enter Line, Invoice Interface- Line, Deferred
5) Line Flow - Generic, Bill Only
with Inventory Interface
Use this flow when products are not
shipped but inventory decrement is required. For example, some distributors
have customers who pick up products in person. The inventory transaction must
be accounted for, so the process line moves to invoice interface. The product
is picked up, so shipping is not necessary.
Sub Processes: Enter Line, Invoice Interface- Line, Deferred
6) Line Flow - Generic,
Ship Only
Use this process if you must ship a
product but an invoice is not necessary. This flow decrements inventory. For
example, this process Selecting Workflows could be used when shipping free
samples for a new product, or for shipping a non-billable toolset to repair a
previously invoiced item.
Sub Processes: Enter Line, Schedule Line, Create Supply Order – Line. Manual, Ship – Line, Manual, Close-Line
68. Explain various line level processes used for
inbound or return processes:
The following line level workflow
processes are used for returns or inbound lines:
1) Line Flow - Return for Credit
Only
This process is used only for
incoming lines. The process runs an activity that issues credit without waiting
for a receipt of goods or an approval. This flow could be used, for example, if
you give credit for a product shipped on a CD, but you do not want the CD to be
returned.
2) Line
Flow - Return for Credit Only with Approval
This processes is used only for
incoming lines that requires approval. This process could be used, for example,
when a return must be approved by a manager or a customer service
representative before credit is issued.
3) Line
Flow - Return for Credit with Receipt
This process is used only for incoming
order lines that require receipt of goods before credit can be issued. Once the
returned items are received by Oracle Purchasing, the process continues through
invoicing and credit is issued. This process is useful when the returned items
are expensive; credit should not be issued until the items are received.
4) Line
Flow - Return for Credit with Receipt and Approval
This process is the most restrictive
for incoming lines. The process requires both receipt of goods and an approval.
This process is commonly used when items such as modems are returned. The modem
is received then inspected to ensure that no mistreatment or neglect of the
item occurred. Once inspected and approved, credit is issued.
69. Which line flow is used for service and support
items
Line Flow - Standard Service Use this process for service items such as support.
Once the line is fulfilled, invoice interfacing occurs.
70. What is ATO Item
It is an item you make in response to
a customer order. Also known as Assemble to Order
71. What is ATO Model
A configuration you create for
customer order that includes optional items.
72. What do you mean by Available to Promise (ATP)
ATP (Available to Promise) typically
refers to the ability to promise finished goods availability based on a statement
of current and planned material supply.
The quantity of on-hand stock,
outstanding receipts and planned production which are not committed
through a reservation or placing demand. In Oracle Inventory, you define the
types of supply and demand that should be included in your ATP calculation.
73. What is the difference between Item and Model
Model: An item whose bill of material
lists options and option classes available when you place an order for the
model item.
74. What is standard Order process?
A Standard Sales order can contain
the following process steps:
Order Entry:
Order Booking:
Pick Release:
Ship Confirm
Invoicing
Closing
These are dependent upon Order type
and Line type that are associated with appropriate work flow process
75. What do you mean Booking of Order in OM
Booking a sales order indicates that
the order entry process is complete and that the customer has committed to the
order. Booking is required before the order or return can advance to the next
workflow activity.
76. What is schedule arrive date
Schedule arrival date means the date
returned by the system on which your customer can receive the products.
77. What is scheduling
Order scheduling includes assigning
demand or reservations, warehouses, shipment dates, and lots or subinventories
to an order line. This will cause the demand to be planned in Material Planning
Systems.
78. What is schedule date
For Order Management, it is
considered the date the order line should be ready to ship, the date
communicated from Order Management to Inventory as the required date any time
you reserve or place demand for an order line.
79. Various Terms
Ship to contact: This is the
person that Customer Service and Shipping Personal should be contacting to make
delivery appointments and pass rescheduling notifications.
80. What is Internal Sales Order
A request within your company for
goods or services. An internal sales order originates from an employee or from
another process as a requisition, such as inventory or manufacturing, and becomes
an internal sales order when the information is transferred from Purchasing to
Order Management.
81. What is Picking
The process of withdrawing items from
inventory to be shipped to a customer.
82. What is pick release rule
A user-defined set of criteria to
define what order lines should be selected during pick release.
83. What is pick release sequence rule?
Release sequence rules can be defined to specify
the order in which eligible picking lines are allocated to Inventory during
pick release. You can release the picking lines by:
·
Order number
·
Outstanding Invoice Value
·
Scheduled Date
·
Departure Date
·
Shipment Priority
84. What is pick slip
Internal shipping document used by
pickers to locate items to ship for an order.
85. What is pick slip grouping rules?
Criterion for grouping together
various types of pick slips. The rule dictates how the Pick Slip Report program
groups released lines into different pick slips.
86. What is RMA
Return Materials Authorization: Permission for a customer to return item,
Return Materials Authorization: Permission for a customer to return item,
87. What is back order and back ordered lines
Back Order: An unfulfilled customer
order or commitment.
Backordered lines: Unfulfilled order
line details which have failed to be released at least once by Pick
Release or have been backordered by
Ship Confirm.
88. What is delivery
A set of order lines to be shipped to
a customer’s ship-to location on a given date in a given vehicle. Multiple
deliveries can be grouped into a single departure. A single delivery may
include items from different sales orders and may include back orders as well
as regular orders.
89. What is delivery line
Delivery line means a shippable and
booked line
90. What is drop shipment
A method of fulfilling sales orders
by selling products without handling, stocking, or delivering them. The selling
company buys a product from a supplier and has the supplier ship the product
directly to customers.
91. What is fulfillment set
Items in a fulfillment set will be
available for scheduling and shipping only when all the items are available and
ready to be scheduled/shipped.
92. What is Outbound and Inbound Lines
In the Oracle Order Management, lines
on a header are either outbound (sales order lines in which material on the
header is leaving the warehouse to go to a customer) or inbound (return lines
in which material on the header is arriving at the warehouse to be credited
back to the customer). In Order Management, headers can be Return (all
inbound), Order (all outbound), or Mixed (both inbound and outbound lines).
93. What is scheduling
Order scheduling includes assigning
demand or reservations, warehouses, shipment dates, and lots or sub inventories
to an order line.
94. What is ship confirm
A process in Shipping Execution which
allows you to identify shipped quantities, assign inventory control information
for released lines, assign freight charges, and specify whether or not to back
order unfulfilled quantities of released line items.
95. What are the general activities involved
in Ship confirm?
Preparing the orders for shipment
• Includes
the packing the items
• Includes
the weighing the shipment
• After
the Quality Inspector finishes with her/his inspection: Confirm the delivery in
Oracle Includes additions of any special charges After shipment documents
print, after labels to containers or pallets
• Seal
Containers
• Release
shipments to Carrier
• Submit
request for Bill of Lading copy
• Forward
copy of Bill of Lading to accounts payable for reconciliation of carrier
invoices
• File
Shipping documents
96. Define various Shipping terms
Ship Set:
A group of order lines, linked by a
common number, for which you want the full quantity to ship all together.
Shippable lines:
The lines that have pick
released and are now eligible for Ship Confirm.
Ship Method:
It is the combines of carrier,
mode, and level of service.
Shipping documents:
Shipping related reports, such as the
Bill of Lading, Commercial Invoice, Mailing Label, Pack Slip, Vehicle Load
Sheet Summary, and Waybill.
Shipping instructions:
Notes that print on the pick slip.
These instructions are intended for internal use.
Sold to contact:
This is the person that the Customer
service representative will contact at the Customer Site in the event of
Ordering queries.
Sub inventory:
Subdivision of an organization,
representing either a physical area or a logical grouping of items, such as a
storeroom or receiving dock.
Locator:
Physical area within a sub inventory
where you store material, such as a row, aisle, bin, or shelf.
Serial number control:
A manufacturing technique for
enforcing use of serial numbers during a material transaction.
Waybill:
A document containing a list of goods
and shipping instructions relative to a shipment.
97. What is Revenue Recognition ?
The schedule for which revenue for a
particular transaction is recorded in your general ledger.
98. What is Sales group
Sales Group represents a managerial
unit for sales resources and can be defined as a team of sales people. Sales
groups make up enterprise sales organizations.
99. What is sales tax structure
The collection of taxing bodies that
you will use to determine your tax authority.’ State. County. City’ is an
example of a Sales Tax Structure.
100. What is
invoicing rules
Rules that Oracle Receivables uses to
determine when you bill your invoices. You can bill In Advance or In Arrears.
Reference: Collected
from various web sources
Please do refer:
http://learnoraclecsbscm.blogspot.in/2015/05/oracle-scm-functional-interview.html 
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