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Oracle Order Management User's Guide
Release 12.1
Part Number E13408-04
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Order Information

This chapter covers the following topics:

Order Information Overview

Order Information is a web-enabled, self-service Oracle application that enables you to view detailed sales order and delivery information online. Order Information also provides a variety of web inquiries, order processing flows, and workflows. The standard order inquiry flows enable you to navigate through web pages to access order related information.

Data returned by Order Information inquiries uses Oracle Applications database views. For example, you can view specific ship-to information. Once the appropriate search criteria is entered, you can navigate to Delivery Line Details and view ship-to, additional delivery, and shipping information.

Note: You cannot make changes to an order from within Order Information, however as a customer, you can accept items in the Customer Acceptance cycle.

Order Information can be integrated for use in a business-to-business environment, business-to-customer environment, or a combination of both environments. Responsibility level security can be used to exclude or include user access to order and delivery information.

The current release has a single Inventory model - Oracle Inventory and as a result of this, Order Information Portal is updated to reflect the changes: the process inventory fields such as Secondary Quantity, Secondary UOM, and Grade for discrete inventory are displayed in the pages. Previously the Order Information Portal displayed these attributes for process inventory only. The Create Order window (HTML Order Entry) now includes process inventory fields such as Grade, Secondary Quantity, and Secondary UOM, (ordered_quantity2, ordered_quantity_uom2).If the item in the organization, in which the transaction is being carried out, is tracked in Primary and Secondary or the pricing source for the item is secondary, then the Secondary Quantity field is enabled and required. You cannot edit the Secondary UOM field. If the ship from changes (organization) and the item is defined differently in this organization, then it can change. The value of Secondary Quantity and Secondary Unit of measure fields are retrieved from the source order line.

For more information on establishing access and security for Self-Service applications like Order Information, see the Oracle Self-Service Web Applications Implementation Manual.

Order Information Tabs

Order Information contains of the following four tabs:

Home

When you sign on to Order Information, the Home tab is your default page. This page displays recent orders, recent deliveries, and a What's New section. The Home tab can be customized to include information relevant to your business. For more information about setting up Order Information, refer to the Oracle Order Management Implementation Manual.

Order Status

The Order Status tab enables you to search for sales orders and their details. You can access other order information about quality, pricing, invoicing, and shipping from this tab. Return Requests are initiated from the Order Status tab.

Delivery

The Delivery tab enables you to search for deliveries and view their details. Delivery details can also be accessed from the sales order information page in the Order Status tab.

Customer Service

The Customer Service tab contains a Contact Us section that lists contact information for your company. This information can be customized to meet your business needs. For more information about setting up Order Information, refer to the Oracle Order Management Implementation Manual.

Internal and External Users

Depending on your user responsibility and system setup, you may have access to view all or some search criteria. External users are usually customers and therefore cannot search by customer. Internal users have access to a larger selection of searching tools.

For more information about setting up internal and external users in Order Information, refer to the Oracle Order Management Implementation Manual.

Multi-Org Access Control (MOAC)

The Operating Unit field is viewable from some of the Order Information Portal pages – Order Status and Delivery. However it is a hidden field and you can make it visible on the page through personalization. It displays your default Operating Unit.

Note: Customer Service page is not a MOAC enabled page. It just contains contact information.

Sales Order Information

Order Information enables you to access information for a sales order using a Simple Search or Advanced Search. Once a search for a sales order is performed, you can view the status of your order and its details. If a sales order contains Process items, you can view the Process item information.

Finding a Sales Order

If you are an external user, the last 25 orders are automatically displayed when you select the Order Status tab. You can also find a specific sales order using the following search methods:

Simple Search

A simple search enables you to search for a sales order using specific search criteria. You can search using the following criteria:

If you have access to multiple Operating Units, the query will return results from across all of them, unless you restrict your search by specifying an Operating Unit sensitive parameter like Order Type.

The following image depicts the Simple Sales Order Search window:

Simple Sales Order Search Window

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You can personalize the Sales Orders Search Results table so that the sales order summary displays the Operating Unit.

To run a simple search for a sales order:

  1. Select the Order Status tab.

  2. Select one of the following search criteria:

  3. Enter a value appropriate to your search. Acustomer name, customer purchase order, sales order number, quote number or order type must be entered.

  4. Select Go. A Search Results window displays the sales orders that match your search criteria.

Advanced Search

You can use the advanced query option to specify and search using multiple filter criteria. You can personalize advanced search to include Operating Unit as one of the search criteria. It displays your default Operating Unit. You can clear it to search across all Operating Unit accessible to you.

Complete the following steps to run an advanced search for a sales order:

  1. Select the Order Status tab.

  2. Select Advanced Search.

  3. Enter one or more of the following required search criteria:

  4. Enter one or more of the following optional search criteria:

  5. Click Go. The window displays the sales orders that match your search criteria.

    Note: Some column titles in the Search Results window are links. Select the column title to sort delivery summary information in ascending or descending order.

The following image depicts the Advanced Search window for sales orders:

Advanced Search Window

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The Ship-to and Bill-to list of values, will show data from one or all accessible Operating Units depending on whether the Operating Unit field has a value or not.

Searching by Item - The Item LOV displays values based on the Item Validation Organization for the Operating Unit that is specified (or defaulted). If the Operating Unit field is blank then the then the Item LOV will display values based on the Item Validation Organization for your default Operating Unit. If you do not specify an Operating Unit or do not have a default Operating Unit set then you will be unable to use Item as a search criteria.

The results for Advanced Search show the Operating Unit if you have enabled it for viewing using personalization.

Viewing Sales Order Summaries

Based on the specified criteria, a sales order or a list of sales orders is displayed. The Search Results window display sales order information, such as order type, status, and customer purchase order.

Complete the following steps to view an order summary:

  1. Select the Order Status tab.

  2. Run a Simple Search or Advanced Search. The Search Results window will then display.

Some of the column titles in the Search Results window are links. Select the column title to sort the order summary information in ascending or descending order.

The following are fields in the Search Results window:

Viewing Sales Order Details

The Sales Order details window contains General, Shipping, Billing, and Lines Information regions. You can view the Operating Unit field through personalization.

The following image depicts a Sales Order detail window:

Sales Order Detail Window

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General

The General region contains the following fields:

Shipping

The Shipping region depicts shipping information for the sales order and contains the following fields:

Billing

The Billing region depicts item information for the sales order and contains the following fields:

Item Information

The Lines Information region depicts item information for the sales order and contains the following fields:

Tax

When you view the details of an order line, the tax details section is also displayed as shown in the figure below:

Tax Details

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Sales Agreement Number

The Blanket Number links in the Order Header and Lines regions open the Sales Agreement details page where you can view Agreement information. The General Information section displays the header level information of the Sales Agreement. The Fulfillment Summary displays the agreed release amounts and quantity limits as well as the fulfilled release amounts and quantity limits. The Lines section displays the Sales Agreement line information (item details), and related Pricing, Contract Terms and Contract Documents details. You can view the contract terms associated with the Sales Agreement at the header or the line level. The View Contract button enables you to download or open a copy of the contract pdf. At the line level, if you click Contract Terms or Contract Documents, the details are displayed in the Sales Agreements details window.

the picture is described in the document text

Process Item Information for Sales Orders

If Oracle Process Manufacturing is installed and a process item is ordered, then in the Additional Information page, you can see Secondary Quantity, Secondary Unit of Measure and Grade information.

Since Discrete and Process Inventory models have been converged in the current release, all inventory related information from both discrete and process inventory data models are accessible in the Order Information Portal. The region Additional Item Information (accessed by clicking the Details icon in the Lines region of the Order Status Details page), contains the inventory information.

Finding Process Item Information for Sales Orders

Complete the following steps to access process item information for sales orders:

  1. Select the Order Status tab.

  2. Run a Simple Search or Advanced Search. The Search Results window will then display.

  3. Select a Sales Order number. The Order Details windows displays.

  4. Select the Additional Information icon for details on Process item information.

Some of the column titles in the Search Results window are links. Select the column title to sort the order summary information in ascending or descending order.

Viewing Process Item Information for Sales Orders

The following image depicts an Additional Information window for sales orders:

Additional Information Window

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The following fields are contained in the Additional Information for sales orders window:

The Additional Information window for sales orders also contains Tax Details, Charge Details, and Quality Information regions.

Tax Details

The Tax Details region provides information about the tax applied to the line, and includes the following fields:

The Quality Information region provides information about quality for the order line. Select View Quality Plan to view details about the quality plan for the order line.

Pricing Information

Order Information enables you to access pricing details for a sales order using a Simple Search or Advanced Search. Once an order search is performed, you can view the pricing details for your selected order. The pricing details depict how the total price for an order was reached.

Finding Pricing Information

Complete the following steps to access pricing details in Order Information:

  1. Select the Order Status tab.

  2. Run a Simple Search or Advanced Search.

  3. Select your order.

  4. Select View Pricing Details. The Pricing Details window displays.

Viewing Pricing Details

The following image depicts the Pricing Details window:

Pricing Details Window

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The Pricing Details window includes the following fields:

The Pricing Details window also contains Charge Details and Price Adjustment Details regions.

Charge Details

The Charge Details regions displays details about individual charges applied to an order and contains the following fields:

The Price Adjustment Details region displays details about price adjustments and contains the following fields:

For more information about modifiers and pricing, refer to the Pricing chapter.

Invoice Information

If Order Information is integrated with Oracle Receivables, you can access invoice information for your orders. Order information enables you to access invoice information using a Simple Search or Advanced Search. Once an order search is performed, you can view the invoice details for your selected order.

Finding Invoice Information

Complete the following steps to access invoice information in Order Information:

  1. Select the Order Status tab.

  2. Run a Simple Search or Advanced Search.

  3. Select your order.

  4. Select View Invoice Information. This accesses a summary page which displays all the invoices for the order. You can also select the Line Level Invoice icon. This accesses the invoice for the selected line.

  5. If you selected View Invoice Information, select the invoice you wish to retrieve.

Viewing Invoice Summaries

The following image depicts the Invoice summary window in Order Information:

Invoice Summary Window

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Based on the amount of invoices in the order, a list of invoices is displayed. The Invoices Summary window displays invoice information, such as order status, billing dates, due dates, and purchase amounts.

The Invoice summary window contains the following fields:

After you select an invoice either from the invoice summary or from the sales order line, an invoice appears.

Viewing Invoice Information

The following image depicts a sample invoice in Order Information:

Order Invoice Window

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The Invoice window contains the following fields:

Delivery Information

Order Information enables you to access delivery information using a Simple Search or Advanced Search. Once a delivery search is performed, you can view the status of your delivery and its details. If a delivery contains Process items, you can view the Process item information. If you received a defective shipment, you can use the Report Defect form to report the defect. Hyperlinks are embedded within each page to enable viewing of additional delivery or line details.

OIP Delivery Tab Features

Order Information Portal (OIP) provides a Delivery tab that enables customers to view when items shipped. Using Advanced Query, you can query on a Planned Ship Date range, Actual Ship Date range, Planned Arrival Date range, Actual Arrival Date range, and on the vehicle type and name.

Using Advanced Search, You Can Query Lines Based On a Planned Ship Date Range

The Scheduled Ship Date field is now called the Planned Ship Date, where you can search for a date range.

Using Advanced Search, You Can Query Lines Based On The Planned Arrival Date Range

You can query on the expected arrival date, called the Planned Arrival Date. You can search for a date range.

Using Advanced Search, you can query lines based on the Actual Ship Date

Using Advanced Search, You Can Query Lines Based On The Actual Arrival Date Range

You can query on the actual arrival date, called the Actual Arrival Date. You can search for a date range.

Using Advanced Search, You Can Query First And Last Legs Of Trips Based On The Vehicle Type And Name

Transportation companies need to view transportation schedules based on all their 40-foot trucks, or a particular license plate. You can query for first and last legs based on vehicle type and name.

Referencing Documents

Deliveries Tab - Advanced Search Page

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Deliveries Tab - Delivery Line Details

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Finding Deliveries

You can find a delivery by using the following search methods:

Simple Search

A simple search enables you to search for a delivery using specific search criteria. You can search using the following criteria:

Complete the following steps to perform a simple search.

  1. Select the Delivery tab.

  2. Select one of the following search criteria:

  3. Enter a value appropriate to your search, such as a delivery number, customer purchase order, or sales order number.

  4. Select Go. A Search Results window displays the delivery information that matches your search criteria.

The following image depicts the Simple Search window for deliveries:

Simple Search Window for Deliveries

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Advanced Search

You can use the advanced query option to specify and search on multiple filter criteria.

Complete the following steps to locate deliveries using an advanced search:

  1. Select the Delivery tab.

  2. Select Advanced Search.

  3. Enter one or more of the following required search criteria.

  4. Enter any of the following optional search criteria:

  5. Select Go. A Search Results window displays the deliveries that match your search criteria.

The following image depicts the Advanced Search window for deliveries:

Advanced Search Window for Deliveries

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Viewing Delivery Summaries

Order Information displays a delivery number or a list of delivery numbers based on the specified criteria. The Search Results window displays delivery information such as ship date, status, and waybill.

Complete the following steps in order to view a delivery summary:

  1. Select the Delivery tab.

  2. Run a Simple Search or Advanced Search.

The Search Results window contains the following fields:

Viewing Delivery Details

You can view detailed delivery information by selecting a delivery number on the Search Results window. The Delivery Details window displays shipping information such as customer name, waybill, and actual ship date; and delivery line details such as customer purchase order number, item description, and quantity.

The following image depicts the Delivery Details window:

Delivery Details Window

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Complete the following steps to view delivery details:

  1. Select the Delivery tab.

  2. Run a simple or advanced search. The Search Results window displays.

  3. Select a Delivery Number. The Delivery Details window displays.

    Note: Some of the column titles in the Delivery Line Details window are links. select the column title to sort the sales order detail in ascending or descending order.

The Delivery Details window contains Shipping Information and Delivery Line Details regions.

Shipping Information

Process Item Information for Delivery Details

If Oracle Process Manufacturing is installed and a process item is ordered, an Additional Information icon is displayed. Selecting this enables you to access additional process order information.

Finding Process Item Information for Delivery Details

Complete the following steps to view process item information:

  1. Select the Delivery tab.

  2. Run a Simple Search or Advanced Search. The Search Results window displays.

  3. Select a Delivery Number. The Delivery Line Details window displays.

  4. Select the Additional Information icon for process item information.

Viewing Process Item Information for Delivery Details

The following image depicts the Additional Information window for process items:

Additional Information Window for Process Items

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The following fields are contained in the Additional Information window for delivery details:

The Additional Information window for sales orders also contains Tax Details and Quality Information regions.

Tax Details

The Tax Details region provides information about the tax applied to the line, and includes the following fields:

Quality Information

The Quality Information region provides information about quality for the order line. Select View Quality Plan to view details about the quality plan for the order line.

Customer Service

The Customer Service tab enables you to view the list of contact people defined for each of the following functional areas:

A specified contact name and e-mail address are used for communicating the related issues. The contact can either be a representative of the customer site or the manufacturer directly. The contact name and information are defined by the system administrator. For more information on setting up Order Information, refer to the Oracle Order Management Implementation Manual.

To view contact information, select the Customer Service tab.

The following image depicts the Customer Service window:

Customer Service Window

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The following fields are contained in the Contact Information window:

Submitting a Defect Report

You can inform the manufacturer of a defective shipment using the Report Defect form. This form provides information such as order number, delivery number, item, lot, and actual delivery date.

The Report Defect information is sent using Oracle Workflow. A specified contact name and e-mail address are used for communicating the shipment defects. The contact can be a representative of the customer site or the manufacturer. The system administrator defines the contact name and information.

Complete the following steps to report a defective shipment:

  1. Select the Delivery tab.

  2. Run a Simple Search or Advanced Search. The Search Results window displays.

  3. Select a Delivery Number. The Delivery Details window displays.

  4. Select the Report Defect icon.

  5. Complete the Report Defect form.

  6. Select Submit to send it to a customer service representative.

The following image depicts the Report Defect form:

Report Defect Window

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The following fields are in the Report Defect window:

Submitting a Return Material Authorization (RMA) Request

If you have material to return, you can initiate a Return Material Authorization (RMA) request from within Order Information. This information is sent using Oracle Workflow. The contact can either be a representative of the customer site or the manufacturer directly.

Complete the following steps in order to submit a Return Request:

  1. Select the Order Status tab.

  2. Run a Simple Search or Advanced Search.

  3. Select your order.

  4. Select the Return Request icon in the Order Information section.

  5. Complete the required information.

  6. Select Submit.

The following image depicts the Initiate RMA Request window:

Initiate RMA Request Window

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The Initiate RMA Request window contains the following fields: