sales order life cycle

Download Sales Order Life Cycle

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1. Order Management Overview1.1. Enter Orders1.1.1. Enter Header information Enter header level information like Customer name, Customer PO, Ship To, Bill To location, Price list, Sales rep and currency for the Order.

Fig1.1 Order Entry Screen These field values can be set up to default from a variety of sources such as the Order Type, Customer or Customer address record. Defaulting rules can be set up to achieve this. All defaults can be overridden unless the business unit defines constraints preventing update. Enter Other Header information like sales channel, warehouse, payment term, ship method, Line set ( ship or Arrival), FOB, shipping and packing instructions, Tax exempt number and reason etc.

1.1.2. Order Actions

Fig 1.2 Additional Order Information Other functions are available through the Actions button. The Actions include functions such as Additional order information, Copy, Cancel, Apply and Release Holds, Price Order, etc. 1.1.3. Enter Line information

Enter the line information like Item, Quantity, Request Date, Schedule Ship Date etc. Other line info like Line Type, Cancelled Qty, Shipped Qty, Sales Rep, Order Source, Tax code etc. get defaulted based on defaulting rules. 1.1.4. Line Shipping information

Shipping tab shows info like warehouse, Receiving Org (for Drop ship orders), Schedule Ship date, schedule arrival date, Source type (External for Drop ship orders and Internal otherwise), Ship set, Arrival set, Shiping method, shipment priority, Freight terms, Shipping and Packing Instructions etc. 1.1.5. Line Pricing information

Pricing tab shows info like Unit Selling Price, Extended Price, Price List, List Price, Line Charges, Tax Amount, Payment terms, Pricing Agreement etc. In view price adjustments we will see the adjustments and charges applied on the list price, after applying all these the unit selling price is derived. 1.1.6. Order ArchitectureOE_ORDER_HEADERS_ALL HEADER_ID ORDER_NUMBER ORG_ID ORDER_TYPE_ID VERSION_NUMBER ORDER_SOURCE_ID SOURCE_DOCUMENT_TYPE_ID ORIG_SYS_DOCUMENT_REF SOURCE_DOCUMENT_ID ORDERED_DATE REQUEST_DATE PRICING_DATE SHIPMENT_PRIORITY_CODE DEMAND_CLASS_CODE PRICE_LIST_ID TAX_EXEMPT_FLAG TAX_EXEMPT_NUMBER PARTIAL_SHIPMENTS_ALLOWED OE_ORDER_LINES_ALL LINE_ID ORG_ID HEADER_ID LINE_TYPE_ID LINE_NUMBER ORDERED_ITEM REQUEST_DATE PROMISE_DATE SCHEDULE_SHIP_DATE ORDER_QUANTITY_UOM PRICING_QUANTITY PRICING_QUANTITY_UOM CANCELLED_QUANTITY SHIPPED_QUANTITY ORDERED_QUANTITY FULFILLED_QUANTITY SHIPPING_QUANTITY SHIPPING_QUANTITY_UOM DELIVERY_LEAD_TIME TAX_EXEMPT_FLAG RA_SALESREPS SALESREP_ID SALES_CREDIT_TYPE_ID NAME SALESREP_NUMBER STATUS START_DATE_ACTIVE END_DATE_ACTIVE SET_OF_BOOKS_ID ORG_ID EMAIL_ADDRESS ASSIGNED_TO_USER_ID COST_CENTER CHARGE_TO_COST_CENTER PERSON_ID TYPE COMMISSIONABLE_FLAG OE_TRANSACTION_TYPES_TL TRANSACTION_TYPE_ID NAME DESCRIPTION OE_TRANSACTION_TYPES_ALL TRANSACTION_TYPE_ID TRANSACTION_TYPE_CODE ORDER_CATEGORY_CODE CUST_TRX_TYPE_ID COST_OF_GOODS_SOLD_ACCOUNT PRICE_LIST_ID WAREHOUSE_ID DEMAND_CLASS_CODE SHIPMENT_PRIORITY_CODE SHIPPING_METHOD_CODE FREIGHT_TERMS_CODE FOB_POINT_CODE SHIP_SOURCE_TYPE_CODE AGREEMENT_TYPE_CODE AGREEMENT_REQUIRED_FLAG PO_REQUIRED_FLAG INVOICING_RULE_ID ACCOUNTING_RULE_ID INVOICE_SOURCE_ID ORG_ID

Query to find out the customer, line item, ordered Query to find customer, ship to and bill to qty and price info of the order : information of an order : set pages 500 set lines 500 set buffer 500 col order_type form a16 col customer_name form a30 col segment1 form a16 col sales_rep form a30 select h.order_number, org.name customer_name, h.ordered_date order_date, ot.name order_type, s.name sales_rep, l.line_id, l.line_number, l.inventory_item_id, si.segment1, l.ordered_quantity, l.unit_selling_price, nvl(l.ordered_quantity,0) * nvl(l.unit_selling_price,0) amount, h.transactional_curr_code currency_code from ra_salesreps s, oe_transaction_types_tl ot, oe_sold_to_orgs_v org, mtl_system_items_vl si, oe_order_lines_all l, oe_order_headers_all h where h.order_number= 14463 and h.org_id = 204 and l.header_id = h.header_id and h.sold_to_org_id = org.organization_id and (h.cancelled_flag is null or h.cancelled_flag = 'N') and h.open_flag='Y' and l.open_flag = 'Y' and l.service_reference_line_id is null and l.inventory_item_id = si.inventory_item_id and nvl(si.organization_id,0) = 204 --Item master orgn and h.order_type_id = ot.transaction_type_id and h.salesrep_id=s.salesrep_id and h.org_id=s.org_id col ship_address1 form a40 col ship_address2 form a20 col bill_address1 form a40 col bill_address2 form a20 col ship_country form a10 col bill_country form a10 col ship_location_code form a30 col ship_state form a10 col ship_zip form a10 col bill_location_code form a30 col customer_name form a30 col freight_terms form a24 col FOB form a16 select h.order_number, c.name customer_name, lk1.meaning Freight_Terms, lk2.meaning FOB, s.location_code ship_location_code, s.address_line_1 ship_address1, s.address_line_2 ship_address2, s.state ship_state, s.postal_code ship_zip, s.country ship_country, b.location_code bill_location_code, b.address_line_1 bill_address1, b.address_line_2 bill_address2, b.country bill_country from ar_lookups lk2, oe_lookups lk1, oe_sold_to_orgs_v c, oe_invoice_to_orgs_v b, oe_ship_to_orgs_v s, oe_order_headers_all h where h.order_number= 14463 and h.org_id = 204 and h.ship_to_org_id = s.organization_id and h.invoice_to_org_id = b.organization_id and h.sold_to_org_id = c.organization_id and h.freight_terms_code = lk1.lookup_code(+)

order by l.line_id / a: Oe_sold_to_orgs_v is a view based on hz_parties and hz_cust_accounts. b: Ra_salesreps is a view based on JTF_RS_SALESREPS and JTF_RS_RESOURCE_EXTNS_VL. You must set the org context for the views to function properly as.. begin fnd_client_info.set_org_context('204'); end;

and lk1.lookup_type(+) = 'FREIGHT_TERMS' and lk2.lookup_code(+) = h.fob_point_code and lk2.lookup_type(+) = 'FOB' / a: The oe_ship_to_orgs_v and oe_invoice_to_orgs_v views are based on HZ_CUST_SITE_USES_ALL, HZ_CUST_ACCT_SITES_ALL, HZ_PARTY_SITES and HZ_LOCATIONS. b: Oe_lookups and ar_lookups are views based on fnd_lookup_values.

OE_ORDER_HOLDS_ALL ORDER_HOLD_ID HOLD_SOURCE_ID HOLD_RELEASE_ID HEADER_ID LINE_ID ORG_ID RELEASED_FLAG

OE_HOLD_DEFINITIONS HOLD_ID NAME TYPE_CODE DESCRIPTION START_DATE_ACTIVE END_DATE_ACTIVE ITEM_TYPE HOLD_INCLUDED_ITEMS_FLAG APPLY_TO_ORDER_AND_LINE_FLAG

OE_HOLD_SOURCES_ALL HOLD_SOURCE_ID HOLD_ID HOLD_ENTITY_CODE HOLD_ENTITY_ID HOLD_ENTITY_CODE2 HOLD_ENTITY_ID2 HOLD_UNTIL_DATE RELEASED_FLAG HOLD_COMMENT ORG_ID HOLD_RELEASE_ID

OE_HOLD_RELEASES HOLD_RELEASE_ID HOLD_SOURCE_ID RELEASE_REASON_CODE RELEASE_COMMENT ORDER_HOLD_ID

Query to find out order and line hold information : col ordered_item form a32 col hold_name form a24 col hold_comment form a32 select ho.name hold_name, hs.hold_until_date, hs.hold_comment, h.order_number, oh.header_id, oh.line_id, oh.order_hold_id, l.item_identifier_type, l.inventory_item_id, l.ordered_item from oe_order_holds_all oh, oe_order_lines_all l, oe_order_headers_all h, oe_hold_definitions ho, oe_hold_sources_all hs where h.order_number= 14463

and oh.header_id = h.header_id and (h.cancelled_flag is null or h.cancelled_flag = 'N') and h.open_flag='Y' and oh.hold_source_id = hs.hold_source_id and hs.hold_id = ho.hold_id and h.header_id = l.header_id(+) and l.open_flag = 'Y' and l.line_id = nvl(oh.line_id,l.line_id) and l.service_reference_line_id is null and oh.hold_release_id is null and nvl(h.org_id,0) = 204 and nvl(l.org_id,0) = nvl(h.org_id,0) order by ho.name,h.order_number /

WSH_CARRIERS_V CARRIER_ID FREIGHT_CODE CURRENCY_CODE CARRIER_NAME ACTIVE SCAC_CODE MANIFESTING_ENABLED_FLAG

WSH_CARRIER_SHIP_METHODS_V CARRIER_SHIP_METHOD_ID CARRIER_ID SHIP_METHOD_CODE SERVICE_LEVEL ENABLED_FLAG FREIGHT_CODE ORGANIZATION_ID ORGANIZATION_CODE CARRIER_SITE_ID WEB_ENABLED START_DATE_ACTIVE END_DATE_ACTIVE

Query to find freight related info of order viz: freight carrier, ship method and service level : col shipping_method_code form a32 col carrier_name form a24 select h.order_number, h.shipping_method_code, wc.carrier_name, wcsm.SERVICE_LEVEL , wcsm.freight_code from wsh_carrier_ship_methods_v wcsm, wsh_carriers_v wc, oe_order_headers_all h where h.order_number= 14463 and h.org_id = 204 and h.shipping_method_code = wcsm.ship_method_code(+)

and nvl(wcsm.organization_id(+),0) = 204 --Master Organization and wcsm.freight_code = wc.freight_code(+) order by h.order_number

1.2. View Order Charges & Adjustments1.2.1. View List Price Adjustments

Fig1.1 Order Entry Screen The list price is derived from the price list and the selling price is calculated taking into account other adjustments and charges info.Go to line price adjustments thru the actions LOV. The modifier details like rate of adjustment, adjusted amount and extended price will appear.

1.2.2. View Adjustment Atributes

Click on adjustment attributes to find the Pricing and Qualifier attributes and their values, which were satisfied for the previously mentioned modifier to be applied on this Order line. 1.2.3. View Charges

The charges and freight costs can be defined in Adv Pricing and automatically applied to the Order line based on business rules.Click on actions button and choose charges from the LOV. For a charge click on attributes button to view the pricing and qualifier attributes.

1.2.4. Order Adjustment Architecture

OE_PRICE_ADJUSTMENTS PRICE_ADJUSTMENT_ID REQUEST_ID HEADER_ID DISCOUNT_ID DISCOUNT_LINE_ID AUTOMATIC_FLAG PERCENT LINE_ID ORIG_SYS_DISCOUNT_REF CHANGE_SEQUENCE LIST_HEADER_ID LIST_LINE_ID LIST_LINE_TYPE_CODE MODIFIED_FROM MODIFIED_TO MODIFIER_MECHANISM_TYPE_ CODE UPDATED_FLAG APPLIED_FLAG OPERAND ARITHMETIC_OPERATOR

OE_PRICE_ADJ_ATTRIBS PRICE_ADJUSTMENT_ID PRICING_CONTEX