OM Questions and Answers

8/11/2019 OM Questions and Answers

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OM Questions and Answers

1) What are the Base Tables and Interface Tables for Order Management?Interface Tables : OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALL

OE_PRICE_ADJS_IFACE_ALL, OE_ACTIONS_IFACE_ALLOE_CREDITS_IFACE_ALL (Order holds like credit check holds

etc)Base Tables : OE_ORDER_HEADERS_ALL: Order Header Information

OE_ORDER_LINES_ALL: Items InformationOE_PRICE_ADJUSTMENTS: Discounts Information

OE_SALES_CREDITS: Sales Representative Credits.Shipping Tables :WSH_NEW_DELIVERIES, WSH_DELIVERY_DETAILS,WSH_DELIVERY_ASSIGNMENTS, WSH_DELIVERIES.

2) What is Order Import and What are the Setup's involved in Order Import?A) Order Import is an open interface that consists of open interfacetables and a set of APIs. It imports New, updated, or changed sales orders

from other applications such as Legacy systems. Order Import features includevalidations, Defaulting, Processing Constraints checks, Applying and

releasing of order holds, scheduling of shipments, then ultimately inserting,updating or deleting orders from the OM base tables. Order management checksall the data during the import process to ensure its validity with OM. ValidTransactions are then converted into orders with lines, reservations ,priceadjustments, and sales credits in the OM base tables.B) Setups: Setup every aspect of order management that we want to use with importedorders, including customers, pricing, items, and bills. Define and enable the order import sources using the order import sourcewindow.

3) Explain the Order Cycle?i) Enter the Sales Orderii) Book the Sales Order(SO will not be processed until booked(Inventory

confirmation))iii) Release sales order(Pickslip Report is generated and Deliveries arecreated)(Deliveries details about the delivery. Belongs to shipping module(wsh_deliveries, wsh_new_deliveries, wsh_delivery_assignments etc) theyexplain how many items are being shipped and such details.iv) Transaction Move Order (creates reservations determines the source andtransfers the inventory into the staging areas)v) Launch Pick Release (vi) Ship Confirm (Shipping Documents(Pickslip report, Performa Invoice,Shipping Lables))4) Explain the Order to Cash Flow?I. Enter the Sales Order

II. Book the Sales Order (SO will not be processed until booked (Inventoryconfirmation))III. Release sales order (Pick slip Report is generated and Deliveries arecreated)

(Deliveries details about the delivery. Belongs to shipping module(wsh_deliveries, wsh_new_deliveries, wsh_delivery_assignments etc) theyexplain how many items are being shipped and such details.IV. Transaction Move Order (Selects the serial number of the product whichhas to be moved/ shipped)V. Launch Pick Release


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VI. Ship Confirm (Shipping Documents (Pick slip report, Performa Invoice,Shipping Labels))VII. Auto Invoice (Creation of Invoice in Accounts Receivable Module)VIII. Autolockbox ( Appling Receipts to Invoices In AR)IX. Transfer to General Ledger ( Populates GL interface tables)X. Journal Import ( Populates GL base tables)XI. Posting ( Account Balances Updated).

5. What are the Process Constraints?A. Process Constraints prevent users from adding updating, deleting,splitting lines and canceling order or return information beyond certainpoints in the order cycle. Oracle has provided certain process constraintswhich prevent data integrity violations.

Process constraints are defined for entities and attributes. Entitiesinclude regions on the sales order window such as order, line, order priceadjustments, line price adjustments, order sales credits and line salescredits. Attributes include individual fields (of a particular entity) suchas warehouse, shit to location, or agreement.6. What are Validation Templates?A) Validation Templates are used to define the validation conditions in

process constraints. A validation template names a conditions and defines thesemantic of how to validate that condition. These are used in processingconstraints framework to specify the constraining conditions for a givenconstraint. These conditions are based on Where the entity is in its work flow. The state of attributes on an entity. Any other validation condition that cannot be modeled using the abovecondition.

7. What are different types of Holds? GSA(General Services Administration) Violation Hold(Ensures thatspecific customers always get better pricing for example Govt. Customers) Credit Checking Hold( Used for credit checking feature Ex: Credit Limit) Configurator Validation Hold ( Cause: If we invalidate a configurationafter booking)8. What is Document Sequence?A) Document sequence is defined to automatically generate numbers for yourorders or returns as you enter them. Single / multiple document sequences canbe defined for different order types.Document sequences can be defined as three types Automatic (Does not ensurethat the numbers are contiguous), Gapless (Ensures that the numbering iscontiguous), Manual Numbering. Order Management validates that the numberspecified is unique for order type.9. What are Defaulting Rules?A) A defaulting rule is a value that OM automatically places in an orderfield of the sales order window. Defaulting rules reduce the amount ofinformation one must enter. A defaulting rule is a collection of defaulting

sources for objects and their attributes.It involves the following steps Defaulting Conditions - Conditions for Defaulting Sequence Priority for search Source Entity ,Attribute, Value Defaulting source/Value10. When an order cannot be cancelled?A) An order cannot be cancelled if, It has been closed It has already been cancelled


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A work order is open for an ATO line Any part of the line has been shipped or invoiced Any return line has been returned or credited.11. When an order cannot be deleted?A) you cannot delete an order line until there is a need for recordingreason.12. What is order type?A) An order type is the classification of order. It controls the order workflow activity, order number sequence, credit check point and transactiontype. Order Type is associated to a work flow process which drives theprocessing of the order.13. What are primary and secondary price lists?A) Every order is associated to a price list as each item on the order oughtto have a price. A price list is contains basic list information and one ormore pricing lines, pricing attributes, qualifiers, and secondary pricelists. The price list that is primarily associated to an order is termed asPrimary price list.The pricing engine uses a Secondary Price list if it cannot determine theprice of the item ordered in the Primary price list.14. What is pick slip? Types?

A) It is an internal shipping document that pickers use to locate items toship for an order. Standard Pick Slip Each order will have its own pick slip with in eachpicking batch. Consolidated Pickslip Pick slip will have all the orders released inthe each picking batch.15. What is packing slip?A) It is an external shipping document that accompanies the shipmentitemizing the contents of the shipment.

16. What are picking rules?A) Picking rules define the sources and prioritization of sub inventories,lots, revisions and locators when the item is pick released by ordermanagement. They are user defined set of rules to define the priorities ordermanagement must use when picking items from finished goods inventory to shipto a customer.17. Where do you find the order status column?A) In the base tables, Order Status is maintained both at the header and linelevel. The field that maintains the Order status is FLOW_STATUS_CODE. Thisfield is available in both the OE_ORDER_HEADERS_ALL and OE_ORDER_LINES_ALL.18. When the order import program is run it validates and the errors occurredcan be seen in?A) Responsibility: Order Management Super User

Navigation: Order, Returns > Import Orders > Corrections


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Order ManagementFlex fieldsOrder Management

1. What are the Key flex fields owned by Order Management Ans:Nil. OM Does not own any key flex fields.

OM System Parameters:-

2. What is Item Validation Organization in Order ManagementAns:In Order Management, the Item Validation Organization parameter indicates the OracleManufacturing organization against which items are validated.

You set the Item Validation Organization parameter in the Parameters window, and can only set the valueto the operating unit associated with your current sign on responsibility. You must also define all transactable items in this organization.

3. What is the Navigation to set up Item Validation Organization.Ans:Order Management > Setup > System Parameters > Values

Under above: In Generic Parameters : Item Validation Organization

4. What is the purpose of setting up OM System Parameters?Ans: Setting up parameters enable to Validate items, to enable customer relationships and to provideoperating unit defaults.

New parameters can be defined and values to those parameters can be defined using different sourceslike SQL and Constant values.

5. What is the navigation to Define OM System ParametersAns:Order Management > Setup > System Parameters > Define

6. What are the possible Value sets that can be associated with the OM System ParametersAns:None or Table .

For seeded parameters make sure that you use a value set that begins with ONT.

7. Which look up type controls the OM Sys Parameters categoryAns:OM_PARAMETER_CATEGORY.

To create a new category, add the lookup code in the lookup type OM_PARAMETER_CATEGORYandthen enter that lookup type in your parameter definition window.

8. In which level OM System Parameter values are set?Ans:Parameter values are set at the operating unit level

9. What are the seed System parameter categories provided by OracleAns:

Parameter Categories Parameters

Approval Parameters:1) No Response from the Approver

Default Value: Reject

Alternative Value: Continue

Note: If the approver is the final approver on the list and does not respond, the transaction will be rejectedregardless of the parameter value.


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Copy Parameters1) Call line DFF extension API in COPY

Default value for Action- Copy Complete Configuration

Generic Parameters 1) Audit Trail 2) Customer Relation Ships

3) Default Hint for Pricing and Availability

4) Enable Freight Ratings 5) Enable Ship Method

6) Item Validation Organization 7) Margin Calculation

8) OM: Configuration Date Effectively

Payment parameters 1) Allow Multiple Payments

Yes: Allows multiple payments per order AND to use the full/partial down payment feature. Enablesnavigation to the Payments window from the Sale Order form using the Payments Action.

2) Authorize first installment only

Retro billing Type 1) Default Order Type 2) Enable Retro billing

3) Retro Bill Reason Code

Scheduling Parameters 1)Allow Partial Reservations

2) Firm Demand Events

3) Latest Acceptable Date

4) Promise Date Setup

5) Reschedule with request Date change

6) Reschedule with Ship method change

OMTax features:-

10.What are the Tax Related Processing ConstraintsThrough the use of seeded processing constraints, Order Management does not allow a user to:

Enter/Change Tax Code on Order Line if the profile option Tax: Allow Override of Tax Code is set to NO.

Enter/Change Tax Handling, Tax Exemption Number and Tax Exemption Reason when the profileoption Tax: Allow Override of Customer Exemptions is set to NO.

Update Tax Exempt Number, Reason, or any other tax related .fields once an invoice hasbeen generated.

If your business process allows tax information to be updated after an invoice has been created,you must modify the seeded processing constraints that affect updating tax information.

11.At what stages tax calculation can occur in OMAns:Entry, Booking Or Invoicing

Tax calculation for the above events can only be controlled at the order level (not at the order linelevel). You specify when to calculate the tax for an entire order when you create Order Types withinthe Order Management transaction Types window.


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Tax Calculation at Entry

With tax calculation at Entry, tax is calculated as each order line is entered. This tax calculation isused, for example, in businesses that requires the user performing order entry to view the total of theorder, including tax, so it can be quoted to a customer. To include tax in Commitment Applied

Amount, set the tax event to Entry.

Tax Calculation at Booking

When tax calculation occurs at Booking, tax is calculated on each of the booked order lines. This taxcalculation option is used, for example, in business that require tax visibility for booked orders, but whowant to increase order entry input times by not calculating tax at entry.

Tax Calculation at Invoicing

When tax calculation occurs at Invoicing, no tax calculations will occur within Order Management. Taxcalculation will occur in Oracle Receivables when the order or order line is invoiced.

12.How you will calculate tax for an order while entering sales order?Ans:To calculate tax at any time, select Calculate Tax from the Actions button menu within the Sales

Order or Order Organizer windows.

13.What are OM Tax security optionsAns:Order Management enables you to update the tax security information on an order or return bysetting the Tax: Allow Override of Customer Exemption profile option. This profile option controls themodification of the Tax Handling Status, Reason & Certificate .fields at the order header and orderline levels. Standard tax calculations can be overridden by setting the profile option to Yes. The Tax:

Allow Override of Tax Code profile option determines whether the defaulted tax code on an orderline can be updated.

Quick Codes(Order Management Lookups):-

14.What are various set ups for which we can create Quick Codes Ans:Cancellation Codes Credit Cards Freight Terms Hold Types Note Usage Formats ReleaseReasons Sales Channels Shipment Priorities, etc.

15.What is the navigation to define Quick codesAns:Order Management > Setup > Quick Codes > Order Management.

Document Sequences for Order Numbering:

16.What is document sequence:Ans: A document sequence is a range of numbers that can be used for an order type and is defined by anumbering method (automatic, manual or gapless) and the beginning order number.

17.Can you assign a Single document sequence to all your Sales documents Yes

18.Can sales documents contain alphabetic characters No

19.What are various types of Document sequence numbering methodsAutomatic: The system automatically increment document numbers. Automatic sequences do notguarantee contiguous numbering.

Gapless: The system guarantees that the numbers returned are contiguous. Order Management

prevents deletion of orders that have been numbered using the gapless numbering sequence.


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26.Assignment of line flows are required for QuotesNo.

27.Can you change the existing line flow assigned to a order type No. Once you have created a document using an order type you cannot change the existing line workflowAssignments. Instead, enter an end date for the existing assignment and enter a new Assignment for thefor the new workflow.

Defaulting Rules:-

28.What is defaulting rulesAns: Defaulting rules enables to define rules to determine the source and prioritization for defaulting orderinformation to reduce the amount of information you must enter manually in the Sales Orders window Formost fields, you can assign one or more defaulting sources in a priority sequence, or, if the default isalways the same, you can define a constant value.

29.Which program to be run after updating defaulting rules?Ans: Defaulting Generator concurrent program must be run to generate new defaulting packages. Thiscan be run from Tools menu while updating parameters

30.What is the navigation to define Defaulting rules?Order Management > Set Up > Rules ? Defaulting

31.What do u mean by Entity in Defaulting rulesAns: The Entity field displays the name of the object for which defaulting rules and conditions arebeing defined such as the order line.

Entity means a group of related attributes that correspond to a table or forms in Order Management.Examples of Entities : Line Payment, Order Header, Order Line, Order Payment,

An Attribute is a field or column that belongs to that entity. Fox example: Ordered Quantity UOM is anattribute of Order Line Entity

32.Can you create new record in Attribute Region

No. You are not allowed to enter new record

33.What is defaulting source and mention those sourcesA defaulting rule source is the location from which you obtain a defaulting value; Defaulting sources:Constant Value, Application Profile (Profile Options), Same record, Related record, System Variable,PL/SQL API, WAD Attribute, WAD Object Attribute

34.Defaulting are set at which responsibility? ***Ans: Defaulting rules are defined at Application Level.

Credit Checking Rules

35.How the credit checking is implemented?

Ans: To implement credit checking, set the following

Use the Profile classes, Payment Terms that are checked credit check box and

Assign the credit-checking rule in OM Transaction type

36.What are Credit checking rules?Ans: Order Management credit check rules enable you to determine what credit checking criteria isused when determining credit exposure during the credit checking process.


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Credit check rules defines the following:

credit check level - whether Sales Order level or Sales line level

Credit hold Level - whether Sales Order level or Sales line level

Whether to include tax and freight charges ,whether to include un invoiced Orders, etc.

Order Management transaction types determine when credit checking actually occurs, and whenused in conjunction with credit checking rules.

37.What is credit profile?Ans: Organization Credit Profiles are a set of criteria that define an operating units credit policy forcredit control and order credit checking. Credit Profiles include the credit limit and pertinent dataneeded to determine total credit exposure for orders undergoing credit checking.

Credit usage rules are assigned to Credit profiles.

38.What is the navigation for defining credit profiles?Order Management > Set Up > Credit > Define Credit Profiles

39.What are Credit Usage Rules?Ans: Credit Usage Rule Sets define the set of currencies that will share a predefined credit limit during thecredit checking process, and enable the grouping of currencies for global credit checking.

Navigation: Order Management > Set Up > Credit > Define Credit Usage Rules

40.What are various Credit Profile types and What is their Hierarchy when performing credit checking? Ans:

Customer: Enables you to define credit limits by currency for Customers.

Customer Site: Enables you to define credit limits by currency for CustomerSites.

Operating Unit Default: Enables you to set credit limits and terms, by currency, within a givenoperating unit

Credit Profile Limits Hierarchy when performing credit checking:

Customer Site Profile

Customer Credit Profile

Operating Unit Default Credit Profile

41.What is the purpose of Credit Profile Window?Ans: The Credit Profile window enables users to create and maintain credit information for OperatingUnits and Item Categories and assigning credit usage rules to that profile.

You cannot define Credit Profiles for Customer or Customer Site by directly navigating to the CreditProfile window. Credit Profiles for Customer and Customer Sites are initially defined when entering creditinformation in the Credit section of theProfile-Transactions tab of the Customer and Customer Sitewindows. You must then assign a Credit Usage Rule to your Customer or Customer Site if you want toenable multi currency credit check.

42.What are the methods to deactivate Credit Checking

Ans: There are three ways to deactivate Credit Checking on an order:


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Use an order type that does not have an assigned credit rule

Define the Customer Profile so that the Credit Check box is not checked

Use payment terms for which the Credit Check box is not checked

Deactivating Credit Checking does not automatically release orders previously on credit hold. However,

the next time you attempt to Book, Pick Release or Purchase Release (for drop shipments), Pack, or ShipConfirm an order which utilizes a Order Management Transaction type that enables credit checking tooccur at the specified order points, or you perform an order change that trigger credit checking in theSales Orders window, Order Management will releases the credit check hold if the order or line meets therequirements for successful credit check

43.Which hold will be applied while checking credit/

Ans: Credit check failure hold will be automatically applied when he credit check evaluation fail onorders set up to be credit checked.

Holds:

44.

What are holds?Ans: When you prevent further processing on an order through an exception, you are placing a hold onthe order.

For each hold, you can specify hold security by responsibility to control which responsibilities haveauthority to apply and/or remove the holds you define. Holds can be defined to be specific to pick, pack,ship, or invoice interface activities. Order Management Hold database tables are striped by organizationID. Therefore, you will need to define holds for each operating unit within your enterprise structure.However, hold type quick codes only need to be defined once.

45.Which profile options enables to modify seeded hold attributes.Ans:OM: Modify Seeded Holds : This profile enables you to modify seeded hold attributes. Options are

Yes or No. The default is No or Null.

46.How many ways you can create holds?Ans: You can create holds based on a combination of two criteria, such as customer and item, or itemand warehouse.

47.Can Generic Hold applied at line level? No. Generic hold can be applied at header level only.

48.What are various profile options that are to be considered while setting up holdsOM: Prevent Booking for Line Generic Holds : This profile controls whether a transaction will failbooking if a generic hold has been applied.

OM: Schedule Line on Hold This profile controls whether scheduling should attempt to schedule linesthat are on hold. The default is set to No.

OM: Promotion Limit Violation Action : This profile controls how and where holds are placed on orderlines and headers when promotion limits are exceeded in Advanced Pricing or Trade Management.Available options are: Place holds where violated, place order on hold when any violation occurs, or noholds applied. No holds applied is the default.

OM: Schedule Line on Hold This profile controls whether scheduling should attempt to schedule linesthat are on hold.


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OM: Modify Seeded Holds This profile, when set to yes, allows a user to modify seeded hold attributes.Use caution when activating this profile as other system parameters may interact with the seeded holdvalues.

49.What is hold sourceAns: A hold source allows you to apply a particular hold to a group of existing orders, returns or lines andto new orders and lines meeting your hold criteria. Hold Sources are created to hold all current and futureorders for an item, customer, order, warehouse or customer site (Bill to or Ship To locations), BlanketSales Agreement No or a combination two attributes.

To define a hold source, navigate to (N) Order Management > Orders, Returns > Order Organizer.

Select the Tools menu, and choose Create Hold Source.

Order Management supports Hold Sources with up to two entities. The combinations of two supportedentities are as follows:

Item > Customer: Item > Ship To Site : Item >Bill To Site

Item > Warehouse Item > Blanket Number Warehouse > Customer

Warehouse > Ship To Site Warehouse > Bill To Site

Blanket Number > Ship To Site Blanket Number > Bill To Site

Blanket Number > Warehouse Blanket Number > Ship To Site

Blanket Line Number

Attachments:

50.What is the navigation to create attachments?

Order Management: Setup > Orders> Attachments >Documents

51.Defining Attachment Addition Rules

Using standard Oracle Attachment functionality, you can specify rules for automatically attaching of alltypes of documents to orders and order lines. You can specify that documents be applied to orders orlines for a certainCustomer, Bill To customer, Ship To customer, item, order type, and/or purchase order.

For Order Management, you can specify attachment addition rules at the order level for the followingattributes for orders, quotes, or returns:

Customer Customer PO Invoice To Order Category Order Type Ship To

At the order line level, you can specify your attachment addition rules by specifying values for thefollowing attributes on the order, order line, quote line, or return line:

Customer Inventory Item Invoice To Line Category Line Type Purchase Order Ship To

52.How you will enable automatic attachments to Sales Orders?

Ans: By setting the profile option OM: Apply Automatic Attachments: to Yes

Order Management Work Flows:

53.What is Workflow?


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Ans: Workflow technology supports routing information of any type according to user defined businessrules. Business transactions, such as order placements or purchase requests, which involve variouscontrols, routings, and approvals, can be managed more efficiently by leveraging Workflow technology.

An order and each of its lines can follow different workflow processes,

Different lines on an order can follow different line flows,

Order Management provides you with seeded workflows with functional activities and sub processes. Usingthe Workflow Builder, you can define new function activities and notifications.

The product comes seeded with several order and line flows. If these seeded flows do not meet yourrequirements you can define your own. You can use these for processing your orders and lines, byassigning them to order and line transaction types.

Line level workflow processes are assigned based on an order type, line type, and item type combination.

54.What are setups for using workflow in Order ManagementSet up : Here are the things you need to do before using Workflow with Order Management:

Setup Order Management WF Administrator Workflow item attribute

You need to assign a responsibility (role) to the Order Management Workflow item attributeOrderManagement WF Administrator for unexpected error handling. . Whenever an unexpected erroroccurs, a notification is sent to the responsibility assigned to Order Management WF administrator itemattribute.

You can set this item attribute via the WF builder.

Review seeded OM WF data and define Workflow processes via the Workflow builder: Review theseeded flows, activities, notifications, etc. Check whether the seeded data meets your business needs. 2.Create custom activities, notifications, and any other components needed to build flow processes to meetyour specific business requirements. 3. Use the seeded runnable flows as examples to create your ownflows, using seeded and/or custom sub-processes/activities. OR Copy a seeded workflow process to

create a new workflow process and modify this newly, copied workflow process according to yourbusiness requirements.

Setup approval notifications and OM: Notification Approver

Setup Workflow assignments for order/line transaction types

Both order and line types are setup using the Transaction Types form.. When you define an order type,you need to assign a header workflow to it. Line level workflow processes are assigned based on anorder type, line type, and item type combination.

Setup the WF background Engine

The Workflow Background Engine processes deferred activities, wait activities and timed out activities.You need to schedule the Workflow Background Process concurrent program to re -submit periodically.When scheduling the concurrent program, please specify Order Management work item types asparameter so that it only picks up activities specific to Order Management work items.

55.What is workflow BuilderOracle Workflow Builder is used to define new workflow processes.

56.What is workflow Engine


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The Oracle Workflow component that implements a workflow process definition. The Workflow Enginemanages the state of all activities for an item, automatically executes functions and sends notifications,maintains a history of completed activities, and detects error conditions and starts error processes. TheWorkflow Engine is implemented in server PL/SQL and activated when a call to an engine API is made.

57.What is Purchase release?The seeded Purchase Release sub-process interfaces information to Purchasing when order lines needto be drop-shipped.

58.How you will see the workflow status in Order ManagementTo view processes for specific orders within Oracle Order Management, complete the following steps:

Open the desired order in Oracle Order Management.

Navigate to the Tools menu and select Workflow Status.

A new window opens and displays the workflow status as an activities list.

From the Activities List window you can select the order header workflow Process or the order line workflowprocesses associated with the order. Selecting an order line workflow process opens a new activities list

for thatprocess.

Select View Diagram under the activities list to view the actual workflow diagram.

59.What are various work flow item typesAns: Order Management (OM) comes seeded with the following workf low item types:

1) OM Order Header (OEOH) - All Order Header level activities and sub-processes, are seeded underthis WF Item type. Header flows are started using this item type, with the header ID as the Item Key. Anorder flow is started when an order header is created and saved.

2) OM Order Line (OEOL) - All order line level activities and sub-processes, are seeded under this WFitem type. Line flows are started using this item type, with the line ID as the item key. An order line flow isstarted when an order line is created and saved.

3) OM Standard (OESTD) - Common functions and lookups are seeded under this item type. No flows arestarted using this item type.

4) OM Change Order (OECHGORD) - Change Order Notification flows are started using this item type.

60.What are workflows associated with OM Order Header Item TypeOrder FlowGeneric

Order Flow - Generic with Header Level Invoice Interface

Order Flow - Return with Approval

61.What is Order FlowGeneric

The Order Flow - Generic workflow process is the most often used workflow in Oracle OrderManagement. This process includes activities that book and close the order header. This can beused with any line flow for any item type with outbound lines and return lines

Sub Process: BookOrder Manual, CloseOrder

62.What is Order FlowGeneric with Header level Invoice InterfaceAns: This work flow is used when business requires that all lines on the order invoice together at theheader level. Order Flow Generic with Header Level Invoice Interface first ensures that the order is


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booked before generating the invoice. After booking is complete, the process interfaces with OracleReceivables to generate an invoice for the order. Upon completion of the invoice interface, the processcloses the order.

This process must be used in conjunction with Line Flow - Generic with Header Level Invoice Interface.

Sub Processes: Book Order Manual, Header Level Invoice Interface, Close

63.What is Order Flow- Return with ApprovalAns: This workflow is used when all lines on the order are returns and header level approval is required.

64.What are various item types for which line flows can be assigned 1) ATO Models, Classes, Options, Items 2) Configured Item 3) Kits 4) Included Items 5) PTO Models,Classes, Options 6) Standard Items 7) Service Items

If the item type code is left blank, the specified workflow assignment applies to all item types for whichthere is no specific assignment. Specify an assignment for the configured item type if you plan to use theline type for ATO configurations.

65.What are seeded line item flows associated with OM Order Line Type.

Ans The Oracle seeded processes associated with OM Order Line include the following: Generic Processes:

1) Line FlowGeneric 2) Line Flow - Generic with Header Level Invoice Interface

3) Line Flow - Generic, With Export Compliance 4) Line Flow - Generic, Bill Only

5) Line Flow - Generic, Bill Only with Inventory Interface

6) Line Flow - Generic, Ship Only

Assemble To Order (ATO) Processes:

1) Line Flow - ATO Item 2) Line Flow - ATO Model 3) Line FlowConfiguration

Oracle Release Management Processes:

1) Line FlowGeneric with Authorize to Ship (RLM)

Inbound or Return Processes:

1) Line Flow - Return for Credit Only

2) Line Flow - Return for Credit Only with Approval

3) Line Flow - Return for Credit with Receipt

4) Line Flow - Return for Credit with Receipt and Approval

Service Item Processes:

1) Line Flow - Standard Service

66.What is Order header flow and Line flowHeader flow consists of information about customer such as price lists, shipping parameters, ShipMethods, Warehouses etc., and these values can be used as default information for line flows.


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Line flow consists of information about items, quantities ordered, price, request date, schedule ship date,schedule arrival date, source, etc.,

67.Explain various line level Generic processes:1) Line Flow Generic Use this process for all items except for service items, including assemble-to-order (ATO) items, ATO models, kits, and pick-to-order (PTO) models. If, however, you are a high volumeATO user, specific Assemble to Order (ATO) Processes can improve performance.

Sub Processes: Enter Line, Schedule - Line, Create Supply Order Line Manual, Ship Line, Manual,Invoice Interface Line,. Close-Line.

2) Line Flow - Generic with Header Level Invoice Interface :Use this process when all order lines mustinvoice simultaneously. Invoice is controlled by the Auto Invoice concurrent program. Set up groupingrules in Oracle Receivables if only one invoice for the order is necessary. This process must be used inconjunction with Order Flow - Generic with Header Level Invoice Interface.

Sub Processes: Enter Line, Schedule - Line, Create Supply Order Line Manual, Ship Line, Manual,

Header Level Invoice Interface-Line, Deferred, Close-Line.

3) Line Flow - Generic, With Export Compliance Select this process when products exported to a

denied party must be checked. This process is commonly used in the defense industry, Sub Processes: Enter Line, Schedule - Line, Export Compliance Screening-Line, Create Supply Order Line Manual, Ship Line, Manual, Invoice Interface Line,. Close-Line.

4)Line Flow - Generic, Bill Only Use this process when scheduling and shipping are not necessary foran ordered item. This process fulfills the order line, then proceeds with invoice interface. For example, thisprocess might be used if an invoice was incorrect and an adjustment must be made visible in OracleOrder Management

Sub Processes: Enter Line, Invoice Interface- Line, Deferred

5 ) Line Flow - Generic, Bill Only with Inventory Interface Use this flow when products are not shipped

but inventory decrement is required. For example, some distributors have customers who pick upproducts in person. The inventory transaction must be accounted for, so the process line moves toinvoice interface. The product is picked up, so shipping is not necessary.

Sub Processes: Enter Line, Invoice Interface- Line, Deferred

6) Line Flow - Generic, Ship Only Use this process if you must ship a product but an invoice is notnecessary. This flow decrements inventory. For example, this process Selecting Workflows could be usedwhen shipping free samples for a new product, or for shipping a non-billable toolset to repair a previouslyinvoiced item.

Sub Processes: Enter Line, Schedule Line, Create Supply OrderLine. Maual,

ShipLine, Manual, Close-Line

68.Explain various line level processes used for inbound or return processes: Ans: The following line level workflow processes are used for returns or inbound lines:

1) Line Flow - Return for Credit Only This process is used only for incoming lines. The process runs anactivity that issues credit without waiting for a receipt of goods or an approval. This flow could be used, forexample, if you give credit for a product shipped on a CD, but you do not want the CD to be returned.


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2) Line Flow - Return for Credit Only with Approval This processes is used only for incoming lines thatrequires approval. This process could be used, for example, when a return must be approved by amanager or a customer service representative before credit is issued.

3) Line Flow - Return for Credit with Receipt This process is used only for incoming order lines thatrequire receipt of goods before credit can be issued. Once the returned items are received by OraclePurchasing, the process continues through invoicing and credit is issued. This process is useful when thereturned items are expensive; credit should not be

issued until the items are received.

4) Line Flow - Return for Credit with Receipt and Approval This process is the most restrictive forincoming lines. The process requires both receipt of goods and an approval. This process is commonlyused when items such as modems are returned. The modem is received then inspected to ensure that nomistreatment or neglect of the item occurred. Once inspected and approved, credit is issued.

69.Which line flow is used for service and support itemsAns: Line Flow - Standard Service Use this process for service items such as support. Once the line is

fulfilled, invoice interfacing occurs.

70.What is ATO ItemAns: It is an item you make in response to a customer order.Also know as Assemeble to Order

71.What is ATO ModelAns: A configuration you create for customer order that includes optional items.

72.What do you mean by Available to Promise (ATP) Ans: ATP (Available to Promise) typically refers to the ability to promise finished goods availability basedon a statement of current and planned material supply.

Ans: The quantity of on-hand stock, outstanding receipts and planned production which are notcommitted through a reservation or placing demand. In Oracle Inventory, you define the types of supplyand demand that should be included in your ATP calculation.

73.What is the difference between Item and ModelModel : An item whose bill of material lists options and option classes available when you place an orderfor the model item.

Order Entry:

74.What is standard Order process?Ans: A Standard Sales order can contain the following process steps:

Order Entry:

Order Booking:

Pick Release:

Ship Confirm

Invoicing

Closing

These are dependent upon Order type and Line type that are associated with appropriate work flowprocess


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75.What do you mean Booking of Order in OM Ans: Booking a sales order indicates that the order entry process is complete and that the customer hascommitted to the order. Booking is required before the order or return can advance to the next workflowactivity.

76.What is schedule arrive dateAns: Schedule arrival date means the date returned by the system on which your customer can receive

the products.

77.What is schedulingAns: Order scheduling includes assigning demand or reservations, warehouses, shipment dates, and lotsor subinventories to an order line. This will cause the demand to be planned in Material PlanningSystems.

78.What is schedule dateAns: For Order Management, it is considered the date the order line should be ready to ship, the datecommunicated from Order Management to Inventory as the required date any time you reserve or placedemand for an order line.

79.Various Terms

Ship to contact: This is the person that Customer Service and Shipping Personal should be contacting tomake delivery appointments and pass rescheduling notifications.

80.What is Internal Sales OrderAns: A request within your company for goods or services. An internal sales order originates from anemployee or from another process as a requisition, such as inventory or manufacturing, and becomes aninternal sales order when the information is transferred from Purchasing to Order Management.

Activities Order HeaderStatus

Order Line Status Delivery Lines Remarks

Entry Entered Entered ----- Information is entered but Salesare not available for shipping pro

Booked Booked Awaiting Shipping Ready to Release a) All the relevant information is

b) Delivery Lines are created witto release status and

delivery lines are eligible for pick

PickRelease

Booked Picked

Picked Partially

Staged/PickConfirmed

Released toWarehouse

Back OrderedDeliveries are inopen status

Pick Release completed normalquantity picked. Inventory movesub inventory to staging area

If the pick release not completed

Quantity is not picked fully for delines.

ShipConfirm

Booked Shipped Shipped orInterfaced

Back Ordered

For Shipped quantities

For non shipped and back orderquantities


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Deliveries are inclosed status

Invoicing Booked Interfaced toreceivables

Awaiting

fulfillment

--- If all the lines are completed

If all the lines are not fulfilleinterfaced to receivables

Closed Closed Closed --- Workflow processes are closed

PickingShipping

81.What is PickingAns: The process of withdrawing items from inventory to be shipped to a customer.

82.What is pick release ruleAns: A user-defined set of criteria to define what order lines should be selected during pick

release.

83.What is pick release sequence rule?84.What is pick slip

Ans: Internal shipping document used by pickers to locate items to ship for an order.

85.What is pick slip grouping rules?Criterion for grouping together various types of pick slips. The rule dictates how the Pick Slip Reportprogram groups released lines into different pick slips.

86.What is RMAAns: Return Materials Authorization: Permission for a customer to return item,

87.What is back order and back ordered lines>

Ans: Back Order: An unfulfilled customer order or commitment.

Backordered lines: Unfulfilled order line details which have failed to be released at least once by Pick

Release or have been backordered by Ship Confirm.

88.What is deliveryA set of order lines to be shipped to a customers ship-to location on a given date in a given vehicle.Multiple deliveries can be grouped into a single departure. A single delivery may include items fromdifferent sales orders and may include back orders as well as regular orders.

89.What is delivery lineAns: Delivery line means a shippable and booked line

90.What is drop shipmentAns: A method of fulfilling sales orders by selling products without handling, stocking, or delivering them.The selling company buys a product from a supplier and has the supplier ship the product directly tocustomers.

91.What is fulfillment setAns: Items in a fulfillment set will be available for scheduling and shipping only when all the items areavailable and ready to be scheduled/shipped.

92.What is Outbound and Inbound Lines


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In the Oracle Order Management, lines on a header are either outbound (sales order lines in whichmaterial on the header is leaving the warehouse to go to a customer) or inbound (return lines in whichmaterial on the header is arriving at the warehouse to be credited back to the customer). In OrderManagement, headers can be Return (all inbound), Order (all outbound), or Mixed (both inbound andoutbound lines).

93.What is schedulingOrder scheduling includes assigning demand or reservations, warehouses, shipment dates, and lots orsub inventories to an order line.

94.What is ship confirmA process in Shipping Execution which allows you to identify shipped quantities, assign inventory controlinformation for released lines, assign freight charges, and specify whether or not to back order unfulfilledquantities of released line items.

95.What are the general activities involved in Ship confirm?Ans: Preparing the orders for shipment

Includes the packing the items

Includes the weighing the shipment

After the Quality Inspector f inishes with her/his inspection: Confirm the delivery in Oracle

Includes additions of any special charges

After shipment documents print, after labels to containers or pallets

Seal Containers

Release shipments to Carrier

Submit request for Bill of Lading copy

Forward copy of Bill of Lading to accounts payable for reconciliation of carrier invoices

File Shipping documents

96.Various Shipping termsShip Set A group of order lines, linked by a common number, for which you want the full quantity to shipall together.

Shippable lines: The lines that have pick released and are now eligible for Ship Confirm.

Ship Method: It is the combines of carrier, mode, and level of service.

Shipping documents: Shipping related reports, such as the Bill of Lading, Commercial Invoice, Mailing

Label, Pack Slip, Vehicle Load Sheet Summary, and Waybill.

Shipping instructions: Notes that print on the pick slip. These instructions are intended for internal

use.

Sold to contact: This is the person that the Customer service representative will contact at the CustomerSite in the event of Ordering queries.

Sub inventory: Subdivision of an organization, representing either a physical area or a logical grouping ofitems, such as a storeroom or receiving dock.


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Locator: Physical area within a sub inventory where you store material, such as a row, aisle, bin, or shelf.

Serial number control : A manufacturing technique for enforcing use of serial numbers during amaterial

transaction.

Waybill A document containing a list of goods and shipping instructions relative to a shipment.

97.What is Revenue Recognition ?Ans: The schedule for which revenue for a particular transaction is recorded in your general ledger.

98.What is Sales groupAns: Sales Group represents a managerial unit for sales resources and can be defined as a team of salespeople. Sales groups make up enterprise sales organizations.

99.What is sales tax structureAns: The collection of taxing bodies that you will use to determine your tax authority. State.County.City isan example of a Sales Tax Structure.

100. What is Standard ItemAns: Any item that can have a bill or be a component on a bill except planning items, option classes, ormodels. Standard items include purchased items, subassemblies, and finished products.

101. What is bill of ladingA carriers contract and receipt of goods transported from one location to another.

102. What is invoicing rulesAns: Rules that Oracle Receivables uses to determine when you bill your invoices. You can bill InAdvance or In Arrears.

Pricing

103.

What is list price :Ans: In Oracle Pricing, the base selling price per unit of the item, item category orservice offered. You define the list price on a price list. All price adjustments are applied against the listprice.

Modifier: Defines the terms of how Oracle Pricing will make adjustments. For example, a modifier cantake the form of: discounts, or surcharges. In Oracle Pricing, when you setup modifiers, you define theadjustments your customers may receive. You control the application of modifiers by the pricing engineby also setting up rules that specify qualifiers and attributes governing their use.

Modifier listA grouping of modifiers in Oracle Pricing.

Price listA list containing the base selling price per unit for a group of items, item categories or serviceoffered. All prices in a price list are for the same currency.

104. what is the allocation process?

Oracle Shipping Execution's pick release procedure creates move order lines. In order to release those lines tothe warehouse and print pick slips, the lines must be allocated. The process by which the Oracle Inventory

picking engine generates transaction line suggestions is called allocation. The allocation process for a pick

wave move order line also creates a high-level (organization-wide) reservation on the material if noreservations previously existed.You can choose to have the system automatically allocate move order lines, or you can postpone this step and

manually allocate the move order lines at a later time. In either case, pick release creates move orders in an


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approved status, so that no additional approval process is required in order to transact them. Postponing the

allocating process can be useful to organizations that pick release across multiple warehouses but prefer to

allow each warehouse to determine when to release its order lines to the floor. You use a shipping parameter in

Oracle Shipping Execution to specify whether the allocating process is automatic or manual

105. What is pick confirmation?The move order line allocations (transaction lines) created by the allocation process must betransacted to confirm the material drop-off in staging. This process is calledpick confirmation. Pickconfirmation executes the subinventory transfer that moves the material from its source location inthe warehouse into the staging location. Pick confirmation automatically transfers any existingreservation to an allocated reservation (including lots, revision, subinventory, and locators) in thestaging location. At pick confirmation, you can report a missing quantity or change the transactionline if the picker chooses to use material from a different lot, serial, locator, or subinventory. If anorganization's picks rarely deviate from the suggested picking lines and the overhead of requiring apick confirmation is unmanageable, the pick confirm transactions can occur automatically,immediately after the lines are allocated.You use an Oracle Inventory parameter to specify whether pick confirmation occurs automatically orwhether you want your picker to pick confirm move order lines manually