Oracle Order Management – Defining Freight Carriers

Oracle Order Management – Freight Carriers

Freight Carriers Menu is used to setup carriers, which transports shipments to and from customers, suppliers, and internal organizations.

Defining Freight Carriers:

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India Local Order Management Responsibility > Oracle Order Management > Setup > Shipping > Freight Carriers, Cost Types > Freight Carriers

Name & Short Name: Define the Name and Short Name for the carrier.

Active Flag: Enable the Active check box and Generic check box, if applicable.

SCAC Code: Enter the standard carrier alpha code (SCAC). (Optional)

Default Currency: Define default currency for freight carrier cost calculations.

Services Tab:

Service Level: Select the Service Level for this carrier. Examples of service level include: next day air, ground, and next day air early AM.

Mode: Select the Mode (of transportation) for the carrier.

Once Service Level & Mode defined each service level and mode combination, Oracle Shipping Execution assigns a ship method and displays it in the Ship Method field.

The format of the generated ship method is <carrier short name>-<transportation mode>-<service level>,

Ex: BDHL-Air-Worldwide Express.

Service Levels Button:

Define Service level Lookup codes.

Organization Assignments Button:

Inorder to use the defined carrier in the organization, assign the shipment method to the required organizations. Without assigning to the organization, the shipment method will not be accessed in the organization.

Other tabs are optional to define:

Addresses/Sites Tab: (Optional)

Define Site Number & Address details of the carrier

Contacts Tab: (Optional)

Define the Contact Names & Phone details of the carrier

Classification Tab: (Optional)

Define the classification of the carrier

Rating, Payment Tab: (Optional)

Define UOMs, Freight Payment & Audit and rating attributes of the carrier.

Mode Limits: (Optional)

Define Truck Load & Size restriction details

Now the shipping method can be used while generating sales order.

Oracle Order Management – Shipping Parameters

Oracle Order Management – Shipping Parameters

Shipping Parameters:

Shipping Parameter setup is a mandatory setup for Oracle Order Management – Shipping Execution, defined to default values for basic shipping information such as units of measurement, pick release rules, weight and volume calculations, and delivery grouping rules.

Shipping parameters are maintained at organization level.

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India Local Order Management > Oracle Order Management > Shipping > Setup > Shipping Parameters

Shipping Parameters window consist of 4 tabs:

1. General:

To define the shipping weight and volume unit of measure classes, criteria for calculating percent fill basis like weight, volume, or quantity, and shipping events at which export compliance screening will be performed for the defined org.

Weight UOM Class: Default Weight UOM class used in shipping for the defined org.
Volume UOM Class: Default Volume UOM class used in shipping for the defined org.

Percent Fill Basis: Select Percent fill basis from Quantity, Volume or Weight. This is the used to determine whether or not container met there minimum fill percentage.
Export Compliance Screening: is used to enforce export compliance screening at Delivery Creation, Ship Confirm, or At Delivery creation and Ship Confirm
Enable Workflow: This is used to enable workflow for delivery. Workflow can be configured to achieve specific task like sending notification for over ship or backorder to a user.
Raise Business Events: Check box is used to enable business events.
Enable Ship to Deliver Workflow: This check is enabled to use ship to deliver workflow

2. Pick Release:

To define Release Sequence rules and Pick Slip Grouping rules, limiting the number of lines in the pick slip, printing behavior, document set to be printed at pick release, default staging subinventory, locator, and decision points to autocreate delivery, auto allocation, enforcing ship sets and ship models, and task planning at the time of pick release.

Release Sequence Rule: This is used to specify the sequence in which delivery lines are to be allocated for the defined org.
Pick Slip Grouping Rule: This rule specify how release delivery lines are grouped on Pick slip.

Both above rules are default only and can be changed during pick release.
Print Pick Slip:  This specify when pick slip to be printed.
At the End: Pick slip will be printed at the end of the pick release process.
Immediate: In this case the "Number of Pick Slip lines" are to be mentioned. Once the threshold is reached it will start printing
Number of Pick Slip lines: This is used specify the number of lines will print on each pick slip and is mandatory when Print Pick slip is set to Immediate.
Default Pick Release Document set: This is the default document set which is printed for pick release. You can change its value at the time of pick release.
Default Stage Subinventory & Locator: Pick Confirm (Transact move orders) transfer material to this subinventory/Locator.
Auto Create Deliveries: If this is selected then pick release auto create deliveries based on delivery grouping rules. This option can be overridden at the time of pick release.
Auto Allocate: If this is selected then pick release automatically create and transact move orders. This option can be overridden at the time of pick release
Enforce Ship Set and Ship Model: If this is selected then all ship lines in ship set or ship model will be released nor back ordered together.
Plan Task: This is enabled if Warehouse management is used.
Pull Replenishment: This is used to fill up a locator up to maximum capacity when there is a shortfall.
Retain Unstated Quantity during over pick: This is used to retain unstaged quantity during over shipment.

3. Shipping Transaction:

To define document sets to be printed at the time of ship confirm, ship confirm rule, auto-pack options, goods dispatched (COGS) account and whether to enforce packing in containers.

Default Ship Confirm Document Set: Document set which are to be printed at ship confirm.
Ship Confirm Rule: Default Auto ship confirm rule.
Auto pack Option: If this option is set as “Yes” then delivery lines are packed based on item container relationship and if set as “Autopack master” then container further packed in another container such as freight container for transport.
Good Dispatch Account: The sales order issue transaction uses this account if the Oracle Order Management workflow cannot determine one.
Enforce Packing in Containers: if this option is set as “Yes”, ship confirm displays a warning when confirming a delivery or trip with unpacked delivery line items.

4. Delivery:

To define the attributes forming the basis of delivery grouping for the organization and also to specify if delivery grouping is limited to lines within the same sales order or across orders.

Delivery Grouping Attribute: This is used to select attributes for grouping of delivery lines.
Autocreate Delivery Criteria: If Auto create delivery is enabled in pick release tab then this is used to specify the criteria for that. Across Order means all selected delivery lines that match on the Delivery Grouping Attributes across orders are eligible to appear on one delivery.
Append Limit: This is used to indicate the point at which you want to stop the system from adding lines to a delivery.

Transportation Tab will be enabled if Oracle Transportation Management is enabled for this organization.

Oracle Order Management – Setup Steps:

Oracle Order Management – Setup Steps to be followed during the implementation.

Step #	Setup	Description	Remarks
1	Define Flexifield	Define key and descriptive flexfields to capture additional information about orders and transactions, defined in Oracle Inventory	Prerequisite setup for Order Management.
2	Define Multiple Organization	Define multiple organizations in Oracle Inventory, if multiple organizations.	Optional
3	Define Inventory Organization	Define inventory organizations, parameters, subinventories and picking rules in Oracle Inventory.	Prerequisite setup for Order Management.
4	Define COGS	Set up your Cost of Goods Sold Accounting Flexfield combination (COGS Account) in Oracle Inventory.	Required. If planned to use the COGS Recognition Functionality.
5	Set Profile Options	Define profile options to specify certain implementation parameters, processing options and system options.	Required
5	Define System Parameters	Set Order Management Parameters to validate items, enable customer relationships and operating unit defaults.	Required
6	Define Invoice Transaction Types	Define invoicing information, including payment terms, invoicing and Accounting rules, Autoaccounting parameters, territories and invoice sources.	Required
7	Define Sales Persons	Define information on sales representatives.	Optional
8	Define Tax	Define tax features, such as codes, rates, exceptions and exemptions.	Required
9	Define Quick Codes	Define QuickCodes that provide custom values for many lists of values throughout Order Management.	Required
10	Define Workflow	Define order and line processing flows to meet different order and line type requirements.	Required
11	Define Order Import Sources	Define sources for importing orders into Order Management.	Required
12	Define Unit of Measure	Define the units of measure for supply of items.	Prerequisite setup for Order Management.
13	Define Item Information	Define item information, including item attribute controls, categories and statuses.	Prerequisite setup for Order Management.
14	Define Items	Define the items that are sold, as well as container items.	Prerequisite setup for Order Management.
15	Define Item Cross Reference	Define item cross references for ordering by customer part number or any generic item number.	Required. If planned to use the Cross Reference functionality.
16	Define Pricing	Define price lists for each combination of item and unit of measure.	Required
17	Define Customer Classes	Define customer profile classes.	Required. If planned to use the Customer Profiles functionality.
18	Define Customers	Define customer with information	Required
19	Define Credit Check	Define your credit checking rules.	Required if planned to use any type of order credit checking.
20	Define Credit Hold	Define automatic holds to apply to orders and returns.	Required if planned to use automatic hold for orders or returns.
21	Define Transaction Types	Define Order Management transaction types to classify orders and returns.	Required
22	Define  Document Sequences	Define Document Sequences for automatic or manual numbering of orders.	Required
23	Define Processing Constraints	Define processing constraints to prevent users from adding updating, deleting, splitting lines and cancelling order or return information beyond certain points in the order cycles.	Optional
24	Define Defaulting Rules	Define defaulting rules to determine the source and prioritization for defaulting order information to reduce the time & Manual entry.	Optional
25	Define Attachments	Define standard documents to attach automatically to orders and returns.	Optional
26	Define  Freight Charges and Carriers	Define freight charges and freight carriers to specify on orders.	Required if planned to use charging customers for freight.
27	Define Shipping Parameters	Define shipping parameters in Oracle Shipping Execution.	Required
28	Define Grants & Roles	Define Grants & Roles to users.	Required