Oracle Order Management – Blanket Sales Agreement & Releases

Oracle Order Management – Blanket Sales Agreement & Releases

A Sales Agreement is defined as an agreement for a customer that has specific characteristics between a customer and a supplier. Sales Agreements are similar in functionality to the Sales Agreement purchase order in Oracle Purchasing. These characteristics may include the date range of the agreement, the items included, the price of the items, the quantity of each item that the parties committed to as well as other attributes, like freight or payment terms. Once a Sales Agreement is entered for a customer, multiple releases (shipments) against the Sales Agreement can be processed over a period of time within Order Management. The order is fulfilled and billed according to the terms of the Sales Agreement. Tracking information will also be accumulated for Sales Agreement such as quantity fulfilled, and value fulfilled of released lines.

Setup Steps to use Blanket Sale Agreement in Oracle Order Management:

Step 1: Sales Agreement Transaction Type:

Create a separate transaction type for Blanket Sales Agreement and document type as Sales Agreement as below.

Navigation:

India Local Order Management > Oracle Order Management > Setup > Transaction Type > Define

Created a new transaction type as Blanket_Sales_Agreement

Sales Document Type as “Sales Agreement”

Order category as “Order”

Transaction Type Code as “ORDER”

Fulfillment Flow as "Sales Agreement Flow - Generic"

Step 2: Creating Document Sequence & Assigning:

Create a New Document sequence and assign for the newly created Transaction Type.

Navigation:

India Local Order Management > Oracle Order Management > Setup > Documents > Define

Create a New Sequence with Effective from date & Initial Value

Assign the sequence to Transaction Type & Ledger

Navigation:

India Local Order Management > Oracle Order Management > Setup > Documents > Assign

Select the Ledger name in Ledger and Transaction type created in the category & newly created sequence in Sequence Field.

Step 3: Blanket Sales Agreement for a Customer

Navigation:

India Local Order Management > Oracle Order Management > Sales Agreement > Sales Agreements

Header Level Definition:

Query the Sales agreement agreed customer and attach Blanket Sales Agreement Transaction Type in Sales Agreement Type.

In Shipping Tab provide the Customer’s Ship to Location, Freight terms & Shipping method.

In Pricing Tab mention the Price List.

In Acceptance Tab, the Customer Accepted button will be graded out, since no approval and acceptance has been made yet.

Line Level Definition:

Query any Item so that this item is applicable for Blanket Sales Agreement and click on submit draft button.

Now click on Acceptance tab and provide the Customer and Supplier name, you can view the Customer Accepted button enabled and click on it, which indicates that the customer has reviewed and accepted the BSA.

  

Now Sales Agreement’s Status will be changed to “Active”

 Sales Agreement Statuses:

Status	Activity
Entered	When the Agreement is entered (Before Negotiation with Customer)
Awaiting Start Date	Sales Agreement – Check Active Start Date
Active	Sales Agreement – Active Start Date
Terminated	Sales Agreement – Terminated
Closed	Sales Agreement – Closed

Step 4: Create Releasing BSA

Click on action tab and select Create Releases.

  

New sales order form is opened & book the order.

If you try to query any other item apart from item defined in Sales Agreement and proceed to book, it won’t allow us to process further since only the parts defined in Sales Agreement will be allowed to book.

Now the Sales order the line status will be Awaiting Shipping

 Once the sales order Pick Release / Ship Confirm, the sales order line status will be Shipped.

  

After completion of “Workflow background process” program the sales order line status will Closed.