Oracle Order ManagementUser's Guide Release 12Part No. B28099-03

September 2007

Oracle Order Management User's Guide, Release 12 Part No. B28099-03 Copyright 2002, 2007, Oracle. All rights reserved. Primary Author: Pratima Mahtani Contributing Author: Dianne Culver, Leena Sampemane, Catherine Bauer, Kannan Tarakad, Hemalatha Raman, Linda Henry, Boon Tea, Alok Singh, Sasi Erla, Sagar Boyapati, Manish Chavan, Zeeshan Butt, Aswin Kurella, Samuel Wong, Matilde Jareno, Srinivas Pagadala, Amy Cui, Linda Xu, Venkatesh Malapati, Jacqueline Fitzgerald, John Salvini, John Brazier, Susan Flierl, Jeffrey Fara, Ashok Srinivasaraghavan, Durgaprasad Bodapati, Shankar Bharadwaj, Kumar Rao, Chiao-Chuan Hung, Rakesh Moharana, Deepankar Dey, Gunjan Kumar, Pradeep Bansal, Anwar Hussain, Pravin Nair, Partha Kannan, Prashant Garg, Anumod Balan. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Contents

Send Us Your Comments Preface 1 IntroductionOverview................................................................................................................................... 1-1 New Features in this Release.................................................................................................... 1-1

2

Order CaptureSales Orders Workbench........................................................................................................... 2-1 Overview of Sales Orders......................................................................................................... 2-8 Sales Orders Customization...................................................................................................... 2-9 Sales Orders Tools Menu ....................................................................................................... 2-21 Defining Sales Order Main and Other Header Information................................................. 2-22 Defining Sales Order Line Addresses Information............................................................... 2-29 Defining Sales Order Line Item Main Information............................................................... 2-30 Overview of Quick Sales Orders............................................................................................ 2-36 Integration and Features......................................................................................................... 2-39 Folder Functionality in Quick Sales Orders........................................................................... 2-43 Line Details Display................................................................................................................ 2-47 Overview of Transaction Types.............................................................................................. 2-49 Simple Negotiation in Oracle Order Management Overview .............................................. 2-50 Quote Numbers....................................................................................................................... 2-59 User Procedures ...................................................................................................................... 2-60 Expiration Date Overview ...................................................................................................... 2-67 Expiration Date Major Features ............................................................................................. 2-68

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User Procedures ...................................................................................................................... 2-70 Seeded Workflows Overview................................................................................................. 2-71 Quick Code Status on the Quote Listing Page....................................................................... 2-74 Major Features Workflow in Quoting - Negotiation..............................................................2-75 Negotiation Phase.................................................................................................................... 2-76 Approvals................................................................................................................................ 2-79 User Procedures....................................................................................................................... 2-82 Viewing Workflow Statuses and Processes............................................................................ 2-83 Back-To-Back Orders............................................................................................................... 2-85 Defining Return Material Authorizations.............................................................................. 2-86 Overview of Returns .............................................................................................................. 2-90 Return Material Authorizations and Credit Orders............................................................... 2-94 RMA Business Flows...............................................................................................................2-97 Defining Sales Order Line Return Information..................................................................... 2-98 RMA Setup ............................................................................................................................. 2-99 RMA Processing.................................................................................................................... 2-101 Managing RMA Exceptions.................................................................................................. 2-106 Drop Ship Return Flow......................................................................................................... 2-107 Order Import.......................................................................................................................... 2-108 Data Values and Options...................................................................................................... 2-115 Order Import Validations..................................................................................................... 2-115 Open Interface Tracking User Interface............................................................................... 2-124 Overview of High Volume Order Processing.......................................................................2-128 HVOP Parameters.................................................................................................................. 2-129 HVOP Processing Results..................................................................................................... 2-131 Output File............................................................................................................................. 2-131 Importing High Volume Orders........................................................................................... 2-131 Booking.................................................................................................................................. 2-132 Manual Booking Process....................................................................................................... 2-133 Deferred Booking Process..................................................................................................... 2-133 Fulfillment in Oracle Order Management............................................................................ 2-134

3

Sales AgreementsOverview of Sales Agreements................................................................................................. 3-1 Sales Agreements Headers........................................................................................................ 3-4 Sales Agreements Lines............................................................................................................ 3-7 Releases..................................................................................................................................... 3-9 Release Lines........................................................................................................................... 3-10 Transaction Types .................................................................................................................. 3-12 Sales Agreement Process......................................................................................................... 3-13

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Workflow................................................................................................................................. 3-19 Lost Agreement........................................................................................................................ 3-22 Expiration................................................................................................................................ 3-22 Termination............................................................................................................................. 3-23 Closing a Sales Agreement......................................................................................................3-23 Security.................................................................................................................................... 3-24 Defaultable Attributes............................................................................................................ 3-26 Configurations......................................................................................................................... 3-27 Pricing and Releases................................................................................................................ 3-29 Sales Agreement Windows .................................................................................................. 3-36 Create a Sales Agreement........................................................................................................ 3-45 Creating a Simple Price List.................................................................................................... 3-46 Entering Releases Against a Sales Agreement....................................................................... 3-48 View Sales Agreements .......................................................................................................... 3-50

4

Items and InventoryInventory Interface - No Ship Order Lines............................................................................... 4-1 Using Item Cross Referencing in Order Management............................................................. 4-4 Related Items and Manual Substitutions................................................................................. 4-6 Overview of Related Items and Manual Substitution............................................................. 4-7 Related Item Rules.................................................................................................................... 4-8 Entering a Related Item............................................................................................................. 4-9 Defining Sales Order Line Pricing Information.....................................................................4-15 Automatic Item Substitution within Order Management..................................................... 4-16 Override Item Description...................................................................................................... 4-22 Overview of Override Item Description................................................................................. 4-22 Override Item Description Procedures................................................................................... 4-23 Decimal Quantities.................................................................................................................. 4-24 Decimal Quantities for Options of ATO Configurations ..................................................... 4-25 Decimal Quantities for Options of ATO Configurations Major Features ............................4-25 User Procedures ...................................................................................................................... 4-27 Catch Weights for Discrete Inventory Overview .................................................................. 4-28 Catch Weights for Discrete Inventory Major Features .......................................................... 4-29 User Procedures ...................................................................................................................... 4-30 Discrete Inventory Catch Weight Support............................................................................. 4-30 Warehouse Management (WMS)............................................................................................ 4-40 Choosing Options Using the Oracle Configurator................................................................. 4-40 Choosing Configuration Options Using the Options Window............................................. 4-41 Solution Based Modeling........................................................................................................ 4-45 Configuration Date Effectivity ...............................................................................................4-46

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Configuration Date Effectivity Major Features ..................................................................... 4-47 User Procedures ...................................................................................................................... 4-48

5

Order InquiryOverview of Order Organizer................................................................................................... 5-1 Pricing and Availability Overview......................................................................................... 5-17 Performing Pricing and Availability...................................................................................... 5-19 Overview of Find Customer Information............................................................................... 5-42 Finding Customer Information............................................................................................... 5-43 Advanced Item Search ............................................................................................................ 5-44 Advanced Item Search Major Features .................................................................................. 5-45 User Procedures ...................................................................................................................... 5-46

6

Actions on OrdersCommitment Processing........................................................................................................... 6-2 Viewing Order and Return Information.................................................................................. 6-3 Viewing Cycle Status and Approval History........................................................................... 6-9 Applying Sales Credits........................................................................................................... 6-16 Entering Sales Credits for Returns..........................................................................................6-17 Required Fields for Entering Returns..................................................................................... 6-18 Applying Attachments............................................................................................................ 6-18 Order Changes......................................................................................................................... 6-21 Repricing a Line.......................................................................................................................6-28 Overview of Mass Changes.....................................................................................................6-29 Applying Mass Changes......................................................................................................... 6-29 Copying Orders....................................................................................................................... 6-32 Copy Function Support Overview.......................................................................................... 6-35 Copy Function Support Major Features................................................................................. 6-37 User Procedures....................................................................................................................... 6-46 Maintain Line Number........................................................................................................... 6-52 Overview of Holds.................................................................................................................. 6-60 Applying Holds ...................................................................................................................... 6-65 Honor Holds at Repricing....................................................................................................... 6-70 Overview of Honor Holds at Repricing.................................................................................. 6-70 Workflows............................................................................................................................... 6-70 Honor Holds Procedures......................................................................................................... 6-71 Releasing Holds....................................................................................................................... 6-73 Process Messages..................................................................................................................... 6-76 Sales Order Cancellation......................................................................................................... 6-78 Cancelling Orders.................................................................................................................... 6-86

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Function Security for Orders and Returns..............................................................................6-89 Close Orders............................................................................................................................ 6-91

7

Tracking Changes through Order ActionsVersioning Overview ............................................................................................................... 7-1 Versioning Major Features ....................................................................................................... 7-2 User Procedures ...................................................................................................................... 7-10 Versioning Reasons and Comments....................................................................................... 7-18 Order Audit Trail.................................................................................................................... 7-18

8

Customer related ActionsAdd Customers.......................................................................................................................... 8-1 Add Customer Window Overview........................................................................................... 8-2 Adding Customers using the Add Customer Window............................................................ 8-4 Customer Location Overview .................................................................................................8-10 User Procedures ...................................................................................................................... 8-12 Add Customer Sample Business Flows.................................................................................. 8-15

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ATP, Reservations, and SchedulingATP Within Order Management...............................................................................................9-1 ATP Inquiries............................................................................................................................ 9-4 Performing ATP Checking........................................................................................................ 9-6 Overview of Override ATP..................................................................................................... 9-14 ATP Data Collections.............................................................................................................. 9-15 ATO Models............................................................................................................................ 9-16 PTO Models and Kits.............................................................................................................. 9-16 Sets........................................................................................................................................... 9-18 Updates.................................................................................................................................... 9-19 Availability and Reservations................................................................................................. 9-20 Reservation Enhancements Overview.................................................................................... 9-22 Reservation Enhancements Major Features............................................................................9-23 Create Reservation Set............................................................................................................ 9-26 User Procedures....................................................................................................................... 9-28 Overview of Sales Order Scheduling..................................................................................... 9-29 Sales Order Scheduling........................................................................................................... 9-31 Scheduling Flexibility Overview ........................................................................................... 9-32 Scheduling Flexibility Major Features .................................................................................. 9-32 User Procedures ...................................................................................................................... 9-38 Penalty Factor For Late Demand............................................................................................. 9-44 Overview of Penalty Factor For Late Demand........................................................................ 9-44

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Scheduling Across Orders....................................................................................................... 9-52 Overview of Scheduling Across Orders................................................................................. 9-52 Scheduling Tab, Find Orders Window .................................................................................. 9-52 Scheduling Across Orders Major Features ............................................................................ 9-56 Unscheduling Sales Orders..................................................................................................... 9-59

10

PricingOverview of Pricing................................................................................................................ 10-2 Overview of Price Lists........................................................................................................... 10-4 Creating a Price List................................................................................................................. 10-8 Copying a Price List............................................................................................................... 10-13 Adjusting a Price List............................................................................................................ 10-15 Adding Items to a Price List.................................................................................................. 10-17 Querying Price List Lines...................................................................................................... 10-19 Overview of Formulas........................................................................................................... 10-20 Creating a Pricing Formula................................................................................................... 10-21 Updating Formula Prices....................................................................................................... 10-26 Overview of Modifiers.......................................................................................................... 10-27 Creating a Modifier List........................................................................................................ 10-30 Creating List Level Qualifiers............................................................................................... 10-35 Creating Modifier Lines........................................................................................................ 10-36 Creating Line Level Qualifiers.............................................................................................. 10-42 Copying a Modifier Line....................................................................................................... 10-43 Overview of Archiving and Purging Pricing Entities.......................................................... 10-44 Attaching Pricing Attributes................................................................................................. 10-45 Creating a GSA Price List...................................................................................................... 10-46 Creating GSA List Qualifiers................................................................................................ 10-50 Overview of the Pricing Engine Request Viewer ................................................................ 10-52 Viewing Information in the Pricing Engine Request Viewer.............................................. 10-54 Overview of Agreements...................................................................................................... 10-56 Creating a Pricing Agreement .............................................................................................. 10-57 Revising an Existing Agreement........................................................................................... 10-67 Pricing Tab: Setting up Sales Agreement ............................................................................ 10-69 Pricing an Order.................................................................................................................... 10-73 Splitting Order Lines............................................................................................................ 10-77 Pricing for Service Items....................................................................................................... 10-82 Viewing Pricing Adjustments............................................................................................... 10-84 Modifying Order Pricing in Oracle Order Management .................................................... 10-86 Override the List Price........................................................................................................... 10-93 User Procedures .................................................................................................................... 10-94

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Pricing Special Orders........................................................................................................... 10-97 Repricing an Order/Order Line............................................................................................. 10-98 Gross Margin Display........................................................................................................... 10-99 Overview of Gross Margin Display.................................................................................... 10-100 Gross Margin Procedures.................................................................................................... 10-101 Price Book............................................................................................................................ 10-104

11

ShippingDefining Sales Order Line Shipping Information................................................................. 11-1 Integration with Transportation Execution for Freight Rating.............................................. 11-3 Overview of Integration with Transportation Execution for Freight Rating.........................11-3 Integration With Transportation Execution For Freight Rating Major Features .................. 11-4 Freight Rating Procedures ...................................................................................................... 11-6 Ship Method Selection............................................................................................................ 11-9 Overview of Ship Method Selection...................................................................................... 11-9 Ship Method Selection Major Features ............................................................................... 11-10 Ship Method Procedures ...................................................................................................... 11-12 Display Choices for Freight Rating In Order Management................................................. 11-14 Display Choices for Freight Rating Major Features ............................................................ 11-15 User Procedures .................................................................................................................... 11-15

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Order Management ProcessesLine (Ship or Arrival) Sets...................................................................................................... 12-2 Arrival Sets.............................................................................................................................. 12-9 Ship Sets................................................................................................................................ 12-10 Shipment Schedules.............................................................................................................. 12-16 Information Retention Across Shipments when a Line is Split:......................................... 12-17 Common attributes across shipments originating from a Line Split...................................12-18 Fulfillment Sets..................................................................................................................... 12-18 Fulfillment With Wait .......................................................................................................... 12-22 Ship Set For Each Line.......................................................................................................... 12-24 Ship Set for Each Line Major Features .................................................................................12-24 User Procedures .................................................................................................................... 12-25 Project Task Changes for Booked Orders Overview............................................................12-26 Project Task Changes for Booked Orders Major Features................................................... 12-28 User Procedures..................................................................................................................... 12-29 Seed Data Changes................................................................................................................ 12-31 End Customer ....................................................................................................................... 12-32 End Customer Major Features...............................................................................................12-33 User Procedures..................................................................................................................... 12-36

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Preview and Print Sales Documents .................................................................................... 12-40 Preview and Print Major Features ........................................................................................12-41 Document Formatting .......................................................................................................... 12-43 Security.................................................................................................................................. 12-44 User Procedures..................................................................................................................... 12-48 Integrations............................................................................................................................ 12-50 Seed Data............................................................................................................................... 12-50 Drop Shipments Overview................................................................................................... 12-51 Drop Ship Across Ledgers and Change Management Overview ....................................... 12-58 Drop Ship Across Ledgers Major Features .......................................................................... 12-59 User Procedures .................................................................................................................... 12-63 Seed Data: Constraints ......................................................................................................... 12-65 Drop Shipment Processing................................................................................................... 12-67 Change Management for Drop Ship Orders........................................................................ 12-73 Purchase Release................................................................................................................... 12-79 Defining Sales Order Line Services Information................................................................. 12-81 Service Termination Overview ............................................................................................ 12-84 Service Termination Major Features .................................................................................... 12-84 User Procedures .................................................................................................................... 12-85 Defining Sales Order Line Project Manufacturing Information......................................... 12-86 Defining Sales Order Line Release Management Information........................................... 12-87 Required Fields for Entering Orders ................................................................................... 12-89 Sorting Order Lines within the Sales Order window, Lines Tab........................................ 12-92 Booking a Sales Order........................................................................................................... 12-93 Exception Management......................................................................................................... 12-94 Projected Sales Revenue Reporting by Sales Group ......................................................... 12-112 User Procedures .................................................................................................................. 12-113

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Invoicing and PaymentsInvoice Processing................................................................................................................... 13-1 Detailed Order Statuses for Invoicing.................................................................................... 13-9 Multiple and Partial Payments Overview ............................................................................. 13-9 Multiple and Partial Payments Major Features ................................................................... 13-10 Payment Features .................................................................................................................. 13-11 Payment Processing............................................................................................................... 13-13 Business Flows ..................................................................................................................... 13-18 User Procedures .................................................................................................................... 13-20 Lookups................................................................................................................................. 13-22 System Parameters................................................................................................................. 13-23 Constraints............................................................................................................................. 13-24

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Data Requirements for AR.................................................................................................... 13-27 Retroactive Billing Overview ............................................................................................... 13-28 Retroactive Billing Major Features ...................................................................................... 13-28 Typical Retrobilling Usage................................................................................................... 13-35 User Procedures .................................................................................................................... 13-37 Seed Data .............................................................................................................................. 13-42 Constraints............................................................................................................................. 13-42 Customer Acceptance............................................................................................................ 13-42 User Procedures..................................................................................................................... 13-46 Customer Acceptance/Rejection Scenarios........................................................................... 13-47 Credit Card Encryption......................................................................................................... 13-51 Credit Card Security Code.................................................................................................... 13-52 Partial Period Revenue Recognition..................................................................................... 13-54

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Integration with other ApplicationsPublishing Plan Results to Order Management Overview....................................................14-1 User Procedures....................................................................................................................... 14-4 Global Order Promising for ATO Configurations ................................................................ 14-5 Global Order Promising for ATO Configurations Major Features....................................... 14-5 User Procedures....................................................................................................................... 14-7 Inbound Purchase Order Changes.......................................................................................... 14-8 Inbound PO Change Data Elements..................................................................................... 14-13 Outbound Purchase Order Acknowledgements.................................................................. 14-15 Outbound PO Acknowledgement Data Elements............................................................... 14-19 Vertex Engine-Related Updates............................................................................................ 14-22 International Trade Management ........................................................................................ 14-24 Export Compliance Screening............................................................................................... 14-25 Generic Export Compliance Major Features ........................................................................ 14-26 Manual Screening and Overriding or Completing Export Compliance Screening.............14-31 Export Compliance Workbench............................................................................................ 14-33 Authoring and Negotiating Contract Terms......................................................................... 14-37 Authoring and Negotiating Contract Terms Major Features .............................................. 14-38 Adding Clauses and Accessing Contract Terms in a Business Document.......................... 14-39 Authoring and Negotiating Contract Terms on a Sales Agreement or Quote/Sales Order ................................................................................................................................................ 14-39 Managing Contract Documents ........................................................................................... 14-67 Add Contract Documents ..................................................................................................... 14-68 Customer Acceptance............................................................................................................ 14-74 Purging Sales Orders with Terms and Conditions.............................................................. 14-75 Security - Contract Terms Authoring.................................................................................... 14-75 Sales Contracts Workbench.................................................................................................. 14-80

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Order Management Diagnostics........................................................................................... 14-86 Launch Sales Orders from TeleSales.................................................................................... 14-87 Sales Orders From TeleSales Major Features....................................................................... 14-87 User Procedures..................................................................................................................... 14-89

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Order InformationOrder Information Overview.................................................................................................. 15-2 Order Information Tabs.......................................................................................................... 15-3 Internal and External Users..................................................................................................... 15-3 Multi-Org Access Control (MOAC)........................................................................................ 15-4 Sales Order Information......................................................................................................... 15-4 Finding a Sales Order.............................................................................................................. 15-4 Viewing Sales Order Summaries............................................................................................ 15-8 Viewing Sales Order Details...................................................................................................15-9 Process Item Information for Sales Orders...........................................................................15-14 Finding Process Item Information for Sales Orders.............................................................15-14 Viewing Process Item Information for Sales Orders........................................................... 15-14 Pricing Information............................................................................................................... 15-16 Finding Pricing Information................................................................................................. 15-16 Viewing Pricing Details........................................................................................................ 15-16 Invoice Information............................................................................................................... 15-19 Finding Invoice Information................................................................................................. 15-19 Viewing Invoice Summaries................................................................................................. 15-19 Viewing Invoice Information............................................................................................... 15-20 Delivery Information............................................................................................................ 15-22 OIP Delivery Tab Features.................................................................................................... 15-22 Referencing Documents........................................................................................................ 15-23 Finding Deliveries................................................................................................................. 15-23 Viewing Delivery Summaries............................................................................................... 15-27 Viewing Delivery Details..................................................................................................... 15-28 Process Item Information for Delivery Details.................................................................... 15-30 Finding Process Item Information for Delivery Details...................................................... 15-30 Viewing Process Item Information for Delivery Details..................................................... 15-30 Customer Service................................................................................................................... 15-32 Submitting a Defect Report.................................................................................................. 15-33 Submitting a Return Material Authorization (RMA) Request............................................ 15-35

16

Standard ReportsOverview................................................................................................................................. 16-1 Commitment Balance Report.................................................................................................. 16-5

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Comprehensive Order Detail Report ..................................................................................... 16-5 Order/Invoice Detail Report................................................................................................... 16-9 Orders by Item Report .......................................................................................................... 16-12 Workflow Assignments Report............................................................................................ 16-14 Sales Order Acknowledgement ........................................................................................... 16-15 Sales Order Workflow Status Report................................................................................... 16-18 Export Compliance Screening Failure Report...................................................................... 16-21 Export Compliance Report to Government.......................................................................... 16-22 Credit Order Detail Report................................................................................................... 16-24 Credit Order Discrepancy Report......................................................................................... 16-26 Credit Order Summary Report..............................................................................................16-28 Credit Limit Usages Report................................................................................................... 16-31 Credit Exposure Report......................................................................................................... 16-34 Customer Credit Snapshot Report........................................................................................ 16-36 Orders On Credit Check Hold Report.................................................................................. 16-36 Lines on Credit Check Hold Report......................................................................................16-38 Payment Receipt.................................................................................................................... 16-40 Hold Source Activity Report ................................................................................................ 16-41 Outstanding Holds Report.................................................................................................... 16-42 Sales Order and Purchase Order Discrepancy Report..........................................................16-43 Internal Order and Purchasing Requisition Discrepancy Report........................................ 16-46 Order Discount Detail Report............................................................................................... 16-48 Order Discount Summary Report ........................................................................................ 16-51 Unbooked Orders Report ..................................................................................................... 16-53 Unbooked Orders Detail Report........................................................................................... 16-55 Cancelled Orders Report....................................................................................................... 16-56 RetroBilling Report............................................................................................................... 16-59 Returns by Reason Report .................................................................................................... 16-62 Cancelled Orders Reasons Detail Report............................................................................. 16-63 Agreement Activity Report................................................................................................... 16-67 Orders Summary Report....................................................................................................... 16-68 Order/Invoice Summary Report ........................................................................................... 16-70 Salesperson Order Summary Report ................................................................................... 16-73 Audit History Report............................................................................................................. 16-76 Defaulting Rules Listing Report .......................................................................................... 16-78 Processing Constraints Listing ............................................................................................. 16-79 Transaction Types Listing Report......................................................................................... 16-81 Order Management Setup Validation Report...................................................................... 16-82 OE-OM Order Line Transaction Count Summary/ Comparison Reports............................16-84

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A

Windows and Navigation PathsOrder Management Windows and Navigator Paths................................................................ A-1

B

Seeded FormulasOverview of Seeded Formulas..................................................................................................B-1

C

Order Status ListOrder Header Statuses.............................................................................................................. C-1 Order Line Statuses.................................................................................................................. C-2

D

Concurrent ProgramsDetails....................................................................................................................................... D-1 Schedule Orders Concurrent Program..................................................................................... D-4 Release Expired Holds Concurrent Program..........................................................................D-12 Defaulting Generator Concurrent Program........................................................................... D-13 Inventory Interface No Ship Concurrent Program................................................................ D-15 Credit Check Processor Concurrent Program........................................................................ D-17 Initialize Credit Summaries Table Concurrent Program.......................................................D-19 Credit Exposure Import Concurrent Program........................................................................ D-20 Purge Imported Credit Exposure Concurrent Program......................................................... D-24 Process Pending Payments Concurrent Program................................................................... D-25 Message Purge Concurrent Program...................................................................................... D-27 Calculate Party Totals Concurrent Program........................................................................... D-29 Audit History Consolidator Concurrent Program................................................................. D-30 Re-Schedule Ship Sets Concurrent Program......................................................................... D-32 Reserve Orders Concurrent Program..................................................................................... D-33 Export Compliance Screening Concurrent Program.............................................................. D-36 Diagnostics: Apps Check Concurrent Program..................................................................... D-38 Diagnostics: OM Debug File Retrieval Concurrent Program................................................ D-40 Diagnostics: OM Order Information Concurrent Program................................................... D-41 Order Import Statistics Concurrent Program......................................................................... D-42 Purge Set/ Order/Quote Purge Selection Concurrent Programs............................................ D-44

Glossary Index

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Send Us Your CommentsOracle Order Management User's Guide, Release 12Part No. B28099-03

Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document. Your feedback is important, and helps us to best meet your needs as a user of our products. For example: Are the implementation steps correct and complete? Did you understand the context of the procedures? Did you find any errors in the information? Does the structure of the information help you with your tasks? Do you need different information or graphics? If so, where, and in what format? Are the examples correct? Do you need more examples?

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Preface

Intended AudienceWelcome to Release 12 of the Oracle Order Management User's Guide. See Related Information Sources on page xviii for more Oracle Applications product information.

TTY Access to Oracle Support ServicesOracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, seven days a week. For TTY support, call 800.446.2398.

Documentation AccessibilityOur goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/ .

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Accessibility of Links to External Web Sites in DocumentationThis documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.

Structure1 Introduction 2 Order Capture 3 Sales Agreements 4 Items and Inventory 5 Order Inquiry 6 Actions on Orders 7 Tracking Changes through Order Actions 8 Customer related Actions 9 ATP, Reservations, and Scheduling 10 Pricing 11 Shipping 12 Order Management Processes 13 Invoicing and Payments 14 Integration with other Applications 15 Order Information 16 Standard Reports A Windows and Navigation Paths B Seeded Formulas C Order Status List D Concurrent Programs Glossary

Related Information SourcesIntegration RepositoryThe Oracle Integration Repository is a compilation of information about the service endpoints exposed by the Oracle E-Business Suite of applications. It provides a complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets users easily discover and deploy the appropriate business service interface for integration with any system, application, or business partner. The Oracle Integration Repository is shipped as part of the E-Business Suite. As your instance is patched, the repository is automatically updated with content appropriate for the precise revisions of interfaces in your environment.

Related User's and Implementation GuidesOracle Applications User's Guide

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Oracle Alert User Guide Oracle Applications User Interface Standards Oracle Alert User's Guide Oracle Applications Developer's Guide Oracle Order Management APIs and Open Interfaces Manual Oracle Advanced Pricing User's Guide Oracle Assets User's Guide Oracle Bills of Material User's Guide Oracle Business Intelligence System Implementation Guide Oracle Capacity User's Guide Oracle Cash Management User's Guide Oracle Configurator User's Guide Oracle Cost Management User's Guide Oracle e-Commerce Gateway User's Guide Oracle Engineering User's Guide Oracle General Ledger User's Guide Oracle HRMS Documentation Set Oracle interMedia User's Guide and Reference Oracle Inventory User's Guide Oracle Manufacturing Scheduling User's Guide Oracle Master Scheduling/MRP and Oracle Advanced Supply Chain Planning User's Guide Oracle Payables User's Guide Oracle Pricing User's Guide Oracle Project Manufacturing User's Guide Oracle Projects User's Guide Oracle Purchasing User's Guide Oracle Quality User's Guide Oracle Receivables Tax Manual Oracle Receivables User Guide Oracle Receivables Implementation Guide Oracle Receivables Reference Guide

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Oracle Release Management User's Guide Oracle Sales and Marketing Connected Client User's Guide Oracle Sales Compensation User's Guide Oracle SelfService Web Applications Implementation Guide Oracle Shipping Execution User's Guide Oracle Supplier Scheduling User's Guide Oracle Work in Process User's Guide Oracle Workflow User's Guide Oracle Workflow Administrator's Guide Oracle Workflow Developer's Guide Oracle Workflow API Reference Oracle Applications Flexfields Guide Oracle eTechnical Reference Manuals Oracle Applications Message Manual Oracle Applications Concepts Installing Oracle Applications Maintaining Oracle Applications Oracle Applications System Administrator's Guide Using Oracle Workflow in Oracle Order Management

Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed. Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle Applications tables are interrelated, any change you make using an Oracle Applications form can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. When you use Oracle Applications to modify your data, Oracle Applications

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automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.

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1IntroductionThis chapter covers the following topics: Overview New Features in this Release

OverviewThis release focuses on improving the speed of manually entering sales orders and processing large volumes of sales orders in bulk, increasing the accuracy in your order fulfillment processes, improving collaboration with customers and suppliers, and increasing the flexibility of your order fulfillment business processes.

New Features in this ReleaseNew features in this release include the following: Creating Orders in Contact Center, page 1-2 Credit Card Encryption, page 1-2 Credit Card Security Code, page 1-2 Customer Acceptance, page 1-2 Exception Management Enhancements, page 1-2 Improved Order Management, Install Base, and Service Contracts Integration, page 13 Inventory Convergence, page 1-3 Mass Scheduling, page 1-3 Multi-Organization Access Control, page 1-3 Order Information Enhancements, page 1-4 Partial Period Revenue Recognition, page 1-4

Introduction 1-1

Payment Due with Order (Pay Now Pay Later), page 1-4 Recurring Charges, page 1-5 Sales Contracts Workbench, page 1-5 Scheduling ATO Items without BOM, page 1-5 Telecommunication Service Orders with Equipment, page 1-6 Terminology Changes, page 1-6 Vertex Updates, page 1-7

Creating Orders in Contact CenterThe Contact Center is the central window where TSO orders are entered and updated. MACD activities are carried out in this window in order to facilitate the customer support representatives to enter and maintain service orders. The Contact Center has been enhanced to incorporate order entry (Order Management), configuration of items/services (Oracle Configurator) and item/service tracking (using Install Base).

Credit Card EncryptionAs part of the Funds Capture Enhancements project by Oracle Payments and Cash Management, the credit card fields in the sales orders window are now encrypted during entry. You can specify the masking format as well so that the actual credit card field value does not appear. This credit card information is stored in a central Payments repository and is accessible to all calling applications like Order Management, iStore etc.

Credit Card Security CodeThe Credit Card Security Code is a 3 or 4 digit code printed on the back of the credit card and is used by merchants to verify that the buyer actually has the card with him when performing remote buy/sell transactions such as transacting over the Internet. The sales orders window contains a field for the security code and this code, like the credit card number, is also verified by the Oracle Payments central repository.

Customer AcceptanceCustomers now prefer to record their acceptance of goods before or after billing in order to track the goods and perform revenue recognition efficiently. This acceptance can be done implicitly by the system or explicitly by the user. In case of implicit acceptance it is necessary to set up a deferral reason in Receivables so that the system can track the expiry of the deferral reason and thus implicitly accept the goods. The new action item Fulfillment Acceptance has been introduced to enable explicit acceptance.

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Exception Management EnhancementsThe newly introduced concurrent program Retry Activities in Error enables you to retry activities that have errored out in Workflow. These activities can be retried in batch and you need to specify an item type (Order Header, Lines, Closed Orders etc) as one of the parameters.

Improved Order Management, Install Base, and Service Contracts IntegrationIn order to create extended warranties for immediate services, Order Management used ASO queues to pass the order information. Now in the current release, API calls are used to put the data into interface tables and the Service Contracts Order Processing concurrent program is used to pick up the data and create extended warranties.

Inventory ConvergenceOracle Process Inventory and Oracle Discrete Inventory have converged inventory data models to enable process manufacturing customers to leverage features currently available only to discrete customers, such as Oracle Warehouse Management. This convergence impacts Order Management, picking, and shipping processes.

Mass SchedulingThe Schedule Orders concurrent program now has enhanced functionality, not only to schedule lines that have failed workflow scheduling, but also the following: Lines that have failed manual scheduling Lines that are manually entered and in Entered status Lines that are imported into Order Management in Entered status Ability to sort scheduled orders Additional query parameters

Multi-Organization Access ControlUsing a single responsibility, you can now enter transactions in multiple operating units according to the rules set up in those individual operating units. Several users can share the same responsibility, and a single user can have multiple responsibilities. You can assign an operating unit to a responsibility by setting up the MO: Operating Unit profile option. In the current release, apart from the MO: Operating Unit profile option that already exists, a new profile option MO: Security Profile has been introduced. Using MO:Security Profile, you can control access for one

Introduction 1-3

responsibility to multiple Operating Units. This security profile permits access to one, multiple or all operating units that have been set up. You can assign a default operating unit by entering an operating unit name in the profile option MO: Default Operating Unit. Please refer to the Oracle Applications Multiple Organizations Implementation Guide for more information on setting up multiple operating units.

Order Information EnhancementsOrder Information Portal has been enhanced to accommodate the following feature enhancements for the current release: Customer Acceptance: If an order line is to be explicitly accepted (Pre-Billing or Post-Billing), OIP displays an Accept/Reject LOV and a Status field to perform an acceptance/rejection of the line. Additionally an Acceptance Details page has been added to OIP to record the acceptance details like Acceptance Date and Signature. Delivery: Prompt has changed from Delivery Name to Delivery. Delivery column in the Order Line table is now changed from a hyperlink to a Details icon. Clicking the Details icon opens the delivery summary page. Multi-Org Access Control: Operating Unit is displayed not only in the search pages, but also in the Order Status and Delivery pages. Inventory Convergence: All the fields related to the converged inventory model like Secondary Quantity and Dual UOM are displayed in the order details page on the header and line. Vertex Engine Enhancements: New and modified tax-related fields are now displayed in the Order Information Portal.

Partial Period Revenue RecognitionThe Partial Period Revenue Recognition is supported for service type items only. AR has introduced two new accounting rule types - the daily revenue rate for all periods, the daily revenue rate for partial periods. These rules enable Revenue Managers to handle the strict standards for Revenue Recognition by calculating the revenue at a daily rate and for partial periods accurately. Within Order Information Portal (OIP) you can view the name and address of the End Customer, as captured at the time of processing the order, at both at the header and line levels.

Payment Due with Order (Pay Now Pay Later)When selling services and equipment to consumers, the consumer may be required to pay for a portion of the total order amount when the order is placed, based on the business logic specified by the service provider. The Pay Now Total can include any of the following amounts in the cart, quote, or order:

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Equipment Charges, freight & shipping charges, and taxes. One-Time Charges such as Activation Fees, Installation Fees, or Change Fees. Deposits taken due to poor credit or other reasons. The first installment of an installment payment for equipment. Prepayment charges for the first month's service.

Recurring ChargesCharges are classified into 3 types: One-time, Recurring, and Usage for service items. Order Management now provides the Recurring Charges functionality to order and price products with recurring and one-time charges. This functionality is limited to TSO Ordering. The MACD (Move Add Change Disconnect) feature of Order Management has been enhanced with the addition of the Recurring Charges functionality, and is now referred to as TSO (Telecommunications Service Ordering). A recurring charge is a fixed charge that will be repetitively applied to an account on a periodic basis. Recurring charges are most commonly associated with subscription services such as Internet Service Provision, some Utility Rate Plans, Bank Account Fees and Credit Card fees. Charge periodicity is the interval by which the price for a recurring charge has been set up on a price list (e.g. Monthly, Quarterly, Yearly).

Sales Contracts WorkbenchThe Sales Contracts Workbench is an HTML page that enables Sales Contracts Administrators to organize and keep track of their sales contracts. Seeded containers called Bins are provided to organize the contracts, simple and advanced search capabilities enable administrators to view contracts, seeded and personalizable views are available to display contracts according to the criteria you specify, actions on contracts like adding clauses, export etc are also possible in the Workbench. You can open a quote or a sales orders window from the Workbench too. Notifications about contracts are placed in a Notifications Bins and you can personalize this too.

Scheduling ATO Items without BOMYou now have the option to schedule ATO items without a Bill of Materials (BOM) attached to either a warehouse or in a master organization. Formerly the ATO Items required an attached Bill of Materials in either the Ship-from organization or the master organization for performing scheduling actions on them in Operational Data Store (ODS) mode. A new profile option, OM: Schedule ATO Item Without BOM determines whether ATO items need a BOM in the warehouse or master organization, to perform scheduling actions.

Introduction 1-5

Telecommunication Service Orders with EquipmentSome of the applications that the Telecommunications with Service Orders (TSO) functionality spans across are Oracle Order Management, Oracle Configurator, and Install Base. TSO builds on the existing MACD usage to offer enhanced functionality to users of service items/orders. Now you can order products (like handsets) along with services (like call forwarding) from iStore and Order Management. The enhanced TSO with Equipment functionality enables you to order telecommunications products and services from a single window and also perform the service related activities like Move, Add, Change or Disconnect a service.

Terminology ChangesThe following terminology changes have been made in the current release:11i Term Set of Books SOB R12 Term Ledger Description A ledger is a set of accounting information for a legal entity or business entity. Each Ledger is associated with a chart of accounts, calendar, currency and sub-legder accounting method for which accounting information is recorded. The primary currency of the ledger. A ledger can have multiple currencies, one ledger currency and one or more reporting currencies.

Functional Currency Base currency Set of Books Currency Primary Set of Books

Ledger Currency

Ledger Primary Ledger A ledger that is the main accounting representation for a legal entity. A primary ledger can have secondary ledgers associated with it. A secondary representation of the accounting of legal entity transactions with a different accounting treatment than the primary ledger.

Secondary set of books

Secondary Ledger

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11i Term Reporting book MRC book reporting set of books

R12 Term reporting currency

Description MRC representations will no longer be presented as additional sets of books linked to a primary set of books. MRC representations will become reporting currencies of a ledger. These will still be underlying ledger for reporting currencies, but functionally to users it will appear that a ledger has multiple currencies. A reporting currency is a currency other than the primary currency of a ledger in which accounting and reporting can be performed. This currency can be used for supplementary reporting purposes like consolidation or management reporting.

reporting currency MRC currency

reporting currency

Vertex Engine-Related EnhancementsOrder Management supports the third-party tax vendor Vertex. New and changed tax-related fields have been incorporated in the sales orders window and the Order Information Portal to enable you to interface with the Vertex tax engine.

Introduction 1-7

2Order Capture

Sales Orders WorkbenchThe Sales Orders Workbench consists of the following windows: Find Orders, Order Organizer, Sales Orders, Order Mass Change, and Line Mass Change windows. These windows enable you to enter, update and find your existing Orders and Returns. They also provide you access to a variety of operations you can perform on Orders and Returns.

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Find Orders Window

Buttons Clear--removes all previously defined information from the window. New Order--creates a new order. Find--queries orders or lines based on the defined criteria. See: Querying Orders, page 5-10.

Tabbed Regions Order Information--matches criteria against header level values when finding orders. Line Information--matches criteria against line level values when finding orders. Advanced--enables you to specify advanced controls such as whether to find closed orders/lines and cancelled orders/lines. Holds Information--enables you to specify holds related criteria and find orders or find Hold Sources you may wish to release.

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Scheduling -- enables you to specify scheduling specific search criteria.

Order Organizer WindowThe Order Organizer window consists of the Navigator Tree View and the search results. You can also be notified of any pending messages for an order/line. Using the profile option, OM: Show Process Messages Flag you can control whether or not the Message check box will appear.

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Order Organizer Window

Navigator Tree View Today's Orders--displays all orders entered today by the current user. Search Results--displays all orders or lines matching your query criteria. Personal Folders--displays personal user-defined queries for all orders or returns you have previously saved. Public Folders--displays saved queries visible to all users.

Buttons Actions--Depending on whether you are on the summary or lines tab, opens a dialog box to perform a specific action. Dialog box options may include: Additional Order Information Additional Line Information Apply Automatic Attachments

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Apply Holds Book Order Cancel Calculate Tax Charges Service Contract Details Copy Horizontal Demand Installation DetailsNote: The Installation Details window is available only if you

have Oracle Install Base fully installed. See: Oracle Install Base User's Guide:

Notification Price Line Price Order Progress Order Promotion/Pricing Attributes Release Holds Release Workbench Sales Credits Split Line Training View Adjustments View Receipts

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View Shipping Status View Tax Details New Order--opens the Sales Orders window to enter a new order. Open Order--opens the order or return you selected.

If you have access to multiple Operating Units, you can select: Book Order Cancel Get Cost Price Order/Price Line Release Holds

Tabbed Regions Summary--displays all the orders matching your query. Lines--displays all lines matching your query.

The Sales Orders window enables you to enter orders and returns.

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Sales Order Window

Buttons Actions--opens a dialog box to perform one of the actions listed below: Add Customer Additional Order Information Apply Automatic Attachments Apply Holds Calculate Tax Cancel Charges Copy Go To Line Horizontal Demand

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Installation Details Service Contract Details Notification Price Order Price Line Progress Order Promotion/Pricing Attributes Release Holds Release Workbench Sales Credits Split Line Supply to Order Workbench View Adjustments View Shipping Status View Tax Details Related Itemsopens a window to choose related items.Note: Once you click Related Items, a message displays if there are no

related items available for the ordered item.

Overview of Sales OrdersYou can enter, view, and update sales orders using the Sales Orders window. You can also enter returns using the Sales Orders window. You can order standard items, both shippable and non-shippable, and configurations using this window. You can also adjust pricing, assign sales credits, record payment information, attach notes, schedule shipments, query item availability, and make reservations, including selection of subinventories. You can enter information in the Sales Orders window as you receive it. Order Management validates individual fields as they are entered. When you book an order,

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Order Management validates to ensure that all required fields have values, that configurations are complete, and so on. After an order has been booked, it becomes eligible for the next step in its workflow. For orders that you intend to source externally (drop shipments), you can use all aspects of standard sales order functionality. The source type at order entry determines whether an order will be fulfilled from inventory or by an external supplier. For country-specific information, please see the appropriate country-specific user's guide. Sales Order Header Level Defining Sales Order Main and Other Header Information, page 2-22 Sales Order Lines Level Defining Sales Order Line Item Main Information, page 2-30. Defining Sales Order Line Pricing Information, page 4-15. Defining Sales Order Line Shipping Information, page 11-1. Defining Sales Order Line Addresses Information, page 2-29. Defining Sales Order Line Return Information, page 2-98. Defining Sales Order Line Services Information, page 12-81. Defining Sales Order Line Release Management Information, page 12-87. Sales Orders Tools Menu, page 2-21. Copying Orders, page 6-32. Order Import, page 2-108. Sales Orders Customization, page 2-9

Sales Orders CustomizationYou can customize the appearance of the Sales Orders window to meet your needs. All order and line blocks including the Find window are designed as folder blocks. You have the ability to hide, show or change the appearance of your folders. See: Customizing the Presentation Data, Oracle Applications User's Guide. Allowed Customizations You can choose from these possible customizations. Hide an item (text item, check box, pop list, option group)Note: If you intend to display a currently hidden field within the Sales

Orders Header region window (single row folder blocks), you should first choose to hide a field currently displayed. Within a single-row

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folder block, the Show field operation places the new field under the current field where the cursor is located.

Note: In a multi-row folder blocks, the field is placed next to the field

where the cursor is positioned when show field operation is performed.

Note: If Show field operation is performed from a fixed region of the

Sales Order Lines window you will receive a error message informing you that no additional fields are available for display. Additionally, do not hide any item required for entry or booking of orders that is not defaulted. For example, do not hide the quantity field.

Display additional data items (fields) Resize an item Resequence an item Edit boilerplate labels

Data items available for displayThe following tables display additional data items (fields) that you can choose to display within the Sales Order Header and Lines window.Note: The values you see within the Show Field pop up list for each

Tab region is based upon the current fields displayed for the current folder. Sales Order Header Main Tab.

Sales Order Header Main TabBelow lists all additional data items available for the seeded (default) Sales Order Header Main Tab folder. Agreement Bill To Bill To Address3 Bill To Address4 Bill To Contact

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Bill To Customer Bill To Customer Number Conversion Date Conversion Type Customer Location Deliver To Deliver To Address1..5 Deliver To Contact Deliver To Customer Deliver To Customer Number Deliver To Location Discount E-Mail GSA On Hold Operating Unit Order Source Order Source Reference Pending Amount Prepaid Amount Pricing Date Request Date Return Reason Sales Channel

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Ship From Location Ship To Ship To Address3 Ship To Address4 Ship To Contact Ship To Customer Ship To Customer Number Shipment Tax Handling Terms Transaction Phase User Status Note: Quote attributes may also be displayed in your folder configuration.

Version

Sales Order Header Others TabBelow lists all additional data items available for the seeded (default) Sales Order Header Others Tab folder. Accounting Rule Agreement Bill To Bill To Address1..5 Bill To Customer Bill To Customer Location Conversion Date Conversion Rate

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Conversion Type Currency Date Ordered Deliver To Deliver To Deliver To Address1..5 Deliver To Contact Deliver To Customer Deliver To Location Demand Class Earliest Schedule Limit Expiration Date First ACK code First ACK Date Invoicing Rule Last ACK code Last ACK Date Latest Schedule Limit Order Date Type Order Type Precision Price List Request Date Return Reason

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Salesperson Ship From Address1..5 Ship To Ship To Address1..5 Ship To Customer Ship To Location Shipping Tolerances above Shipping Tolerances below Trading Partner Information Original Internal Item Original Item Identifier Type Original Ordered Item Transaction Phase User Status Customer Address LinesNote: The hidden field (by default) Deliver To is intended to display an

internal address. For example, suppose you want to send a package to James Smith at XYZ company. The Company address is 500 Alcatel Drive, Dallas, TX, and James Smiths' location is Building 3, Mail Stop 3624.

Note: Your Ship To address would display as: XYZ Offices, 500 Alcatel

Drive, Dallas, TX (the location of