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Order Management
Changes for Oracle Order Management are described in this section.
parameters: OM: Credit Memo Transaction Type OM: Credit Salesperson for Freight on Sales OM: Employee for Self-Service Orders OM: GSA Discount Violation Action OM: Invoice Source OM: Invoice Transaction Type OM: Non-Delivery Invoice Source OM: Overshipment Invoice Basis OM: Reservation Time Fence OM: Schedule Line on Hold OM: Show Discount Details on Invoice Tax: Inventory Item for Freight Tax: Invoice Freight as Revenue The system parameters retain the same names as the profile options without the prefixes (OM: or Tax:). The profile OM: Employee for Self-Service Orders is replaced by the system parameter called Requestor for Drop Ship Orders created by external user. These profile options were changed to system parameters to support Multiple Organization Access Control (MOAC), which allows you to access one or more operating units using a single responsibility. Some addition benefits include: Implementers need to set some application controls at an operating unit level so that the business flows they operate on can be consistent within that operating unit. At the same time, the application controls can be set differently for different operating units. Delivering those controls as system parameters (which are specific to operating units) instead of as profile options meets this need. After you set the values of certain key application controls during an implementation, you need to ensure that those values are not changed later in the implementation process. Using system parameters for these controls ensures that implementers are appropriately warned or disallowed from making such changes. The upgrade migrates the values of the profile options to system parameter values.
Defaulting Rules
In previous releases of Order Management, seeded defaulting rules defaulted the Order Type and Salesrep from the Customer. These defaulting rules are deleted. You can still default the Order Type and Salesrep values from other sources, such as the Customer Ship-to and Customer Bill-to. The sources Customer.Order type and Customer.Salesrep are also disabled, so all custom defaulting rules that used these source are deleted.
Pre-Payments
In previous releases, Order Management stored credit card information locally. In this release, the integration with Oracle Payments provides a centralized data model within Oracle Payments for credit card and bank account information and services to process payments. Vital and sensitive data such as credit card numbers, credit card security codes (CVV2), and bank accounts are encrypted and stored within this centralized model.
Inventory
Changes for Oracle Inventory are described in this section.
Oracle Process Manufacturing (OPM) Inventory has been replaced with Oracle Inventory. Oracle Inventory now supports both process manufacturing and discrete manufacturing organizations. Before this release, OPM maintained its own inventory module. This module interacted with standard Oracle Order Management, Oracle Procurement, and Oracle Advanced Planning and Scheduling, as well as the OPM-specific manufacturing module. Oracle Inventory interacted with all discrete and flow manufacturing modules. In this and future releases, Oracle will support only Oracle Inventory for both discrete and process manufacturing environments. Oracle still retains the organization type distinctions process and discrete because the manufacturing, costing, and quality modules are not converging for this release. Although Oracle Inventory integrates with both product suites, you must still determine the organization type in order to indicate the appropriate costing, production, and quality modules. The Process Manufacturing convergence has the following benefits: One item master: Instead of maintaining separate item masters for discrete and process manufacturing, you can now maintain a single item record. Central view of inventory: You can view on hand balances across all discrete and process manufacturing organizations. Integrated Supply Chain: OPM customers can now use Oracle Mobile Supply Chain Applications and Oracle Warehouse Management. In order to support process organizations, the following functionality is available in Oracle Inventory. Dual unit of measure (UOM) support Material status control Advanced lot control Support for indivisible lots Material aging workflow Note: See Oracle Inventory User's Guide (Doc ID: 295186.1) for more information.
This feature interacts with Oracle Cost Management to defer the cost of goods sold. Oracle Inventory stamps the account type on the material transaction, and Oracle Cost Management debits the correct account at the time of the material transaction. Oracle
Cost Management also moves the costs incurred from the Deferred COGS account to the COGS account upon revenue recognition. Note: See Defining Other Account Parameters in Oracle Inventory User's Guide (Doc ID: 295186.1).
Material Workbench
In Release 11.5.10, Oracle Inventory introduced the option to use the Material Workbench to view material that resides in receiving in addition to on-hand material. In this release, you can use the Material Workbench to view detailed information about material that resides in receiving, in-transit material, and on hand material. When you choose to view in-transit material, you can view the following document types: Purchase orders Advanced shipment notices (ASNs) Internal Orders Oracle Inventory calculates availability information according to the material location of the relevant material. Instead of viewing on hand material, material in receiving, and in-transit material through separate queries, you can perform one query that displays an item across different material locations. You can also perform a query that displays item information across organizations. This provides you with access to a global picture of inventory for the item, and allows you to make quick decisions regarding item sourcing and procurement.
Query Changes
In this release, the following changes were made to the Material Workbench query window: Search based on cross-reference: You can now search for material based on purchasing or order management cross-references. This enables you to easily access on hand information for inventory if you do not know the internal item number. Search for inbound material: You can now search for inbound material from a particular supplier, against a source document, or expected within a certain period. You do not have to have an ASN to search for inbound material. The system uses the purchase order promise date as the expected receipt date for purchase orders without an ASN. You can also search for internal organization transfers. Save Queries: You can save queries to use for a later date. This enables you to reuse complex queries. You can mark saved queries as public or private. If you mark a query as private, then only you can use the query. After you execute a query, you can view the material across different material locations at the same time. You can expand the tree window to view on hand, receiving, and inbound material according to the search criteria you supply. In the results pane, when the organization node is highlighted, the summary view may include multiple organizations. The system displays material in each location simultaneously to provide a global picture for a particular item. The results pane also provides you with faster sorting, column manipulation, and exporting capabilities.
material status of material in an inventory organization. Note: See Material Workbench in Oracle Inventory User's Guide (Doc ID: 295186.1).
Enhanced Reservations
You can create linkages between supply and demand to guarantee material availability. These linkages are known as reservations. A reservation guarantees the availability of reserved supply to a specific demand. In previous releases, reservations supported limited supply and demand types. In this release, Oracle Inventory introduced the following new supply and demand types:
Supply types
Purchase orders Internal requisitions Discrete jobs Process manufacturing batches Shop floor jobs
Demand types
Components for Complex Maintenance Repair and Overhaul work orders Components for process manufacturing batches Reservations supports document validation, availability checks, and change management for the new supply and demand types. In this release, reservations also supports crossdocking in the warehouse, and enables you to reserve the most appropriate inbound receipts for an outbound shipment. The crossdock attribute was added to the Item Reservations window to link supply to demand. The system creates crossdock reservations automatically. You cannot delete a crossdock reservation if the supply type is receiving. In this release, you can reserve a specific serial number and Oracle Inventory ensures the system allocates the serial number at pick release. A new Serial Entry window was added to enable you to reserve multiple serial numbers for a reservation. If you reserve serial numbers, pick release allocates the serials irrespective of the picking rules. Pick release allocates the reserved serials first and honors the organization parameter Allocate Serial Numbers for the remaining demand. Oracle Inventory also allows you to substitute serial numbers during picking and shipping. If you choose to substitute a serial number, then the system deletes the reservation for the substituted serial number.