Skip Headers

Oracle Order Management User's Guide
Release 12.1
Part Number E13408-04
Go to Table of Contents
Contents
Go to previous page
Previous
Go to next page
Next

Standard Reports

Overview

Order Management provides you with a variety of flexible and easy-to-use reports to help you improve productivity and increase control.

Order-related reports include the following:

Credit Order-related reports include the following:

Exception reports include the following:

Administration reports include the following:

Setup-related reports include the following:

All reports are classified as Single Org (Single operating unit) or global (across operating units).

Submitting Single Org Reports for multiple Operating Units

You can submit Single Org reports for any of the Operating Units that are accessible to you. When you launch the concurrent request, the Operating Unit is available as a parameter. This mandatory parameter in the launch request window displays your default Operating Unit. However you can choose a different one from the LOV, which displays all Operating Units accessible to you. Thus you can run the report for multiple Operating Units, one Operating Unit at a time without switching responsibilities. The Single Org reports are:

The following reports are global (report on data across Operating Units):

Commitment Balance Report

Use this report to review summary information for your customer commitments. Oracle Receivables automatically prints all invoices and credit memos against the initial commitment, and displays the remaining balance of the commitment.

See: Oracle Receivables, Commitment Balance Report.

Comprehensive Order Detail Report

The Comprehensive Order Detail Report reviews comprehensive details of all orders. This report provides a detailed, comprehensive listing of information about each order, including sales credits, price adjustments, shipping, cancellation and schedule details.

Submission

In the Order Management Reports window, select Comprehensive Order Detail Report in the Name field.

Parameters

When you request a Comprehensive Order Detail Report, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report includes all orders that meet your other parameter criteria. In order to obtain a single order, enter the same order number in the Order Number From/To fields.

Warning: When running this report you must specify at least one of the parameters, for example, Order Number range. If no parameters are specified you will be selecting everything in your database.

Sort By

Determine the report output sort option. Select from:

The default value is Order Type. This field is required.

Order Type (From/To)

Optionally, select a specific order type or range of order types on orders that you want printed in this report.

Line Type (From/To)

Optionally, select a specific order line type or range of order line types you want print in this report.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers.

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Customer Name (From/To)

Optionally, select a customer name or range of customer names you want printed in this report.

Customer Number (From/To)

Optionally, select a specific customer number or range of customer numbers you want printed in this report. Ensure the value entered within the Customer Number To field is greater than the value entered in the Customer Number From field or the report output may complete with errors.

Salesperson Name (From/To)

Optionally, select a salesperson or range or salespeople you want printed in this report.

Entered By (From/To)

Optionally, select the user id of the order entry clerk or range of user ids whose orders you want printed in this report.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

The default value is Sales Orders Only.

Line category

Optionally, determine the types of order lines you wish to print. Select from:

The default is All Lines.

Show Open Orders Only

Determine whether to print all orders or only open orders.

The default value is Yes. This field is required.

Show Sales Credits

Optionally, determine whether you want to print sales credits in this report.

The default value is Yes.

Show Price Adjustments

Optionally, determine whether you want to print price adjustments in this report.

The default value is Yes.

Show in Functional Currency

Optionally, determine whether to print report output information in the functional currency for the ledger from the operating unit the report is submitted from

The default value is No.

Item Display

Optionally, determine how you wish to display item information for the report output. Select from:

The default value is Description.

Report Output

The Comprehensive Order Detail Report prints comprehensive order details and displays the following 3 report sections sequentially for each order selected.

Order Header and Order Sales Credit Information is only printed once for order details that span multiple output pages.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Note: When Multiple Payments functionality is enabled this report shows additional details as follows:

Header region - Payment Type, Prepayment, Percent and Amount.

Lines region: Payment type, Percent and Amount. Account numbers or similar data is not included in this report.

Page Breaks

Page breaks are provided for each order selected.

Order/Invoice Detail Report

The Order/Invoice Detail Report reviews detailed invoice information for orders that have invoiced. You can Select from a variety of parameters to print the invoice information for a specific order or group of orders. If there are no invoices for a particular order that meets your parameter criteria, Order Management prints in the report that no invoices exist for that order.

Submission

In the Order Management Reports window, select Order/Invoice Detail Report in the Name field.

Parameters

When you request an Order/Invoice Detail Report, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report includes all orders that meet your other parameter criteria. In order to obtain a single order, enter the same order in the From/To fields.

Sort By

Determine the report output sort option. Select from:

The default value is Customer Name. This field is required.

Open Orders Only

Determine whether to print all orders or only open orders.

The default value is Yes. This field is required.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Sales Person (From/To)

Optionally, select a specific Sales person or range of salespeople on orders you want printed in this report.

Order Type (From/To)

Optionally, select a specific order type or range of order types on orders that you want printed in this report.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers

Ship-To Country

Optionally, select the country for the ship to addresses of the orders you want printed in this report.

Order Category

Optionally, determine the types of orders you want printed on this report. Select from:

The default is Sales Orders Only.

Line category

Optionally, determine the types of order lines you wish to print. Select from:

The default is Sales Order Lines only.

Use Functional Currency

Optionally, determine whether to print report output information in the functional currency for the ledger from the operating unit the report is submitted from.

The default value is No.

Report Output

This report is automatically sorted by order number, order date, bill-to address, ship-to address, and salesperson. If invoice information is not available for orders selected, Order Management will provide the following information.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Page Breaks

Page breaks are provided for each currency/customer combination selected by the report input parameters. Additional page breaks occur for each currency selected by the report input parameters.

Orders by Item Report

The Orders by Item Report reviews all sales for a particular item or group of items. You can restrict the output of this report by customer, order number range or range of order dates. Order Management automatically sorts this report by item, customer name, and then order number.

This report provides a listing of each item, customer name and number, order number, purchase order number, order date, ordered quantity, shipped quantity, and outstanding quantity, and subtotals for each item and customer.

In case of a shippable item, the outstanding quantity is calculated as the difference between ordered quantity and shipped quantity. However for a non-shippable item, the outstanding quantity is calculated as the difference of ordered quantity and fulfilled quantity. The ordered quantity and fulfilled quantity lines are summed before calculating their difference. The outstanding quantity therefore represents the unfulfilled quantity.

Submission

In the Order Management Reports window, select Orders by Item Report in the Name field.

Parameters

When you request an Orders by Item Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all orders that meet your other parameter criteria. In order to obtain a single order, enter the same order in the From/To fields.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Item (From/To)

Optionally, select a specific item or range of item that you want printed in this report.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

The default value is Sales Orders Only.

Line category

Optionally, determine the types of order lines you wish to print. Select from:

The default is Sales Order Lines only.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Show Open Orders Only

Optionally, determine whether to print all orders or only open orders.

The default value is null.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Workflow Assignments Report

The Workflow Assignments Report displays the header and line flow combinations and item types for order workflows. The report includes selected OM Transaction Types and both header and line workflows.

Submission

In the Order Management Reports window, select the Workflow Assignments Report in the Name field.

Parameters

When you request a Workflow Assignments Report, Order Management provides you with the following parameter. If you leave any parameter blank, this report includes all workflow assignments that meet your other parameter criteria. In order to obtain a single workflow assignment, enter the same workflow assignment in the From/To fields.

Order Transaction Type (From/To)

Optionally, select a specific order transaction type or range of OM order transaction types to include in this report.

Note: If you enter a value for the order transaction type parameter, the workflow assignments will be listed for that order transaction type only. If you leave this parameter blank, the workflow assignments for all OM order transaction types will be displayed.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Sales Order Acknowledgement

The Sales Order Acknowledgement communicates to your customers the items, prices, delivery dates, service, and installation details for orders they place with you. Use this report to provide a printed document that can be mailed or faxed to a customer as a record of the order placed.

When you submit the Sales Order Acknowledgement report, if your Oracle Applications uses the Multiple Language Support (MLS) functionality, the report will be run once for each language supported.

This report is designed for printing on pre-printed forms. Contact your Oracle Consultant for information regarding pre-printed forms.

Submission

In the Order Management Reports window, select Sales Order Acknowledgement in the Name field.

Parameters

When you request a Sales Order Acknowledgement, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report includes all sales orders that meet your other parameter criteria. In order to obtain a single sales order, enter the same sales order number in the in the Oder Number From/To fields.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Booked Status

Optionally, select the booked status of the orders you want printed in this report.

Order Type

Optionally, select the order type you want printed in this report.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Invoice To Customer (From/To)

Optionally, select a specific customer or range of invoice to customers to include in this report.

Ship-To Customers (From/To)

Optionally, select the name(s) of the ship-to customer(s) you want printed in this report.

Schedule Date (From/To)

Optionally, select a specific schedule date or range of schedule dates to include in this report.

Request Date (From/To)

Optionally, select a specific request date or range of request dates you want printed in this report.

Promise Date (From/To)

Optionally, select a specific promise date or range of promise dates to include in this report.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

The default value is Sales Orders Only.

Line category

Optionally, determine the types of order lines you wish to print. Select from:

The default is All Lines.

Salesperson

Optionally, select the salesperson for the orders you want printed in this report.

Created By

Optionally, select the user id of the sales entry clerk whose orders you want printed in this report.

Open Orders Only

Optionally, determine whether to print all orders or only open orders.

The default value is Yes.

Deliver To Customer Name (From/To)

Optionally, select the range of deliver to customer names to include in this report.

Show Header Attachments

Optionally, determine whether to print all order header attachments.

The default value is No.

Show Body Attachments

Optionally, determine whether to print all Body attachments.

The default value is No.

Show Footer Attachments

Optionally, determine whether to print all Footer attachments.

The default value is No.

Report Output

The Sales Order Acknowledgement Report has a different output display than other Oracle Order Management reports, because it is typically faxed or mailed to customers. Differences include:

The Sales Order Acknowledgement Report is automatically sorted by order number, order date, bill-to address, ship-to address, and salesperson. The report displays the following 2 report sections for each order selected.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed prior to the next order selected.

Note: Sales Order Acknowledgement does not show any prepayment information.

Page Breaks

Page breaks are provided for each order selected by the report input parameters.

Sales Order Workflow Status Report

The Sales Order Workflow Status Report enables Order Management users to locate orders that are not progressing through associated workflows as expected. There could be several reasons why the orders are not progressing. For example:

The Sales Order Workflow Status Report has been updated to improve printing and output formatting.

Submission

In the Order Management Reports window, select the Sales Order Workflow Status Report in the Name field.

Parameters

When you request a Sales Order Workflow Status Report, Order Management provides you with the parameters listed below. If you leave any optional parameters blank, this report will include all possible values for the parameters and includes all order lines that meet your other parameter criteria. In order to obtain the workflow status for all for a single order, enter the same value in the Order Number (From/To) fields.

Overdue Days

Enter a numeric value for orders that have not progressed through a particular workflow activity for a certain number of days. The workflow activity used to determine report output selection for overdue days is the value selected for the input parameter Actions.

The default for this field is NULL, and the field is required.

Actions

Select an action to limit the report output to display only orders that have not progressed through that activity. The default for this field is NULL, and the field is required.

Select from:

Order Type

Select an Order type to limit the report output by order transaction type, and the workflow activity selected in the input parameter Action.

The default for this field is NULL, and the field is optional.

Order Numbers (From/To)

Enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers

The default for these fields is NULL, and the fields are optional.

Line Category

Determine the types of order lines you wish to print. Select from:

The default for this field is Null, and the field is optional.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value for this field is Null, and the field is optional.

Report Output

The Sales Order Workflow Status Report displays the following details for each order selected.

Export Compliance Screening Failure Report

The Export Compliance Screening Failure Report provides you with an output of all order and lines that have failed export compliance screening and meet your input criteria.

Submission

In the Order Management Reports window, select the Export Compliance Screening Failure Report in the Name field.

Parameters

When you request the Export Compliance Screening Failure Report, Order Management provides you with the parameters listed below. If you leave any optional parameters blank, this report will include all possible values for the parameters and includes all failed export compliance order lines that meet your other parameter criteria. In order to obtain export compliance order line failures for a single order, enter the same value in the Order Number (From/To) fields.

Sort By:

The default value is Customer Name, and this field is required.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers to include on this report. These fields accept any integer value, without validation against available order numbers

Screening Date (From/To)

Optionally, select a specific screening date or range of screening dates for the orders to include on this report. Screening date is the date the order or line was screened for export compliance by your ITM vendor software application.

Order Type

Optionally, select a specific order type to include on this report.

Customer Number (From/To)

Optionally, select a specific customer number or range of customer numbers to include on this report. Ensure the value entered within the Customer Number To field is greater than the value entered in the Customer From field or the report output may complete with errors.

Screening Type

Optionally, determine the screening type failures to include on this report. Select from:

Report Output

The Export Compliance Screening Failure Report displays the following 3 report sections for each order selected.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Export Compliance Report to Government

The Export Compliance Report to Government reports provides you with the ability to quickly produce evidence of due diligence when screening shipments for export compliance. The report output displays order line details for all order lines that have undergone export compliance screening, with the exception of order lines that underwent screening but were cancelled. Order lines screened but cancelled do not appear in the report output.

Submission

In the Order Management Reports window, select the Export Compliance Report to Government in the Name field.

Parameters

When you request the Export Compliance Report to Government, Order Management provides you with the parameters listed below. If you leave any optional parameters blank, this report will include all possible values for the parameters and includes all order lines that meet your other parameter criteria. In order to obtain export compliance details for a single order, enter the same value in the Order Number (From/To) fields.

Sort By

The default for this field is Screening Date, and this field is required.

Screening Date (From/To)

Optionally, select a specific screening date or range of screening dates for the orders you want included in this report. Screening date is the date the order or line was screened for export compliance by your ITM vendor software application.

Report Output

The Export Compliance Report to Government displays the following 3 report sections for each order selected.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Credit Order Detail Report

The Credit Orders Detail Report displays returned lines for a specific credit order type, credit order line type, specific item, date range, order number, and salesperson.

Submission

In the Order Management Reports window, select the Credit Orders Detail Report in the Name field.

Parameters

When you request a Credit Orders Detail Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all returned lines that meet your other parameter criteria. In order to obtain a single return line, enter the same return line in the From/To fields.

Sort By

Determine the report output sort. Select from:

The default is Customer Name. This field is required.

Open Credit Orders Only

Determine whether to include open credit orders only.

The default value is Yes. This field is required.

Item

Optionally, enter the item number or partial item number to include in the report output.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Salesperson

Optionally, select the salesperson to include in this report.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Customer Number (From/To)

Optionally, select a specific customer number or range of customer numbers you want printed in this report. Ensure the value entered within the Customer Number To field is greater than the value entered in the Customer From field or the report output may complete with errors.

Credit Order Type

Optionally, select the credit order type to include in this report.

Credit Order Line Type

Optionally, select the credit order line type to include in this report.

Line Category

Optionally, determine whether to print all order lines or only credit order lines. Select from:

The default is Credit Order Lines Only.

Credit Order Number (From/To)

Optionally, enter a specific credit order number or range of credit order numbers to include in this report. These fields accept any integer value, without validation against available return order numbers.

Credit Order Date (From/To)

Optionally, select a specific credit order date or range of credit order dates you want printed in this report.

Report Output

The Credit Orders Detail Report displays the following 2 report sections for each order selected.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Credit Order Discrepancy Report

The Credit Order Discrepancy Report is used to review discrepancies between RMA lot and serial numbers returned by the customer and lot and serial numbers on the rma return order.

Submission

In the Order Management Reports window, select the Credit Order Discrepancy Report in the Name field.

Parameters

When you request a Credit Order Discrepancy Report, Order Management provides you with the input parameters to limit report output. If you leave any parameters blank, this report includes all returned lines that meet your other parameter criteria.

Sort By

Determine the report output sort option. Select from:

The default value is Customer. This field is required.

Order Numbers (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers

Order Date (From/To)

Optionally, select a specific order date or range of order dates for the returns you want printed in this report.

Order Types (From/To)

Optionally, select a specific order type or range of order types to include in this report.

Customers (From/To)

Optionally, select a specific customer name or range of customer names to include in this report.

Customer Numbers (From/To)

Optionally, select a specific customer number or range of customer numbers to include in this report.

Sales Order Items (From/To)

Optionally, select a specific item or range of range of items for the returns you want printed in this report.

Receipt Dates (From/To)

Optionally, select a specific receipt date or range or receipt dates for the returns you want printed in this report.

Item Display

Optionally, select from either item description or item flexfield.

The default value is Description.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Credit Order Summary Report

The Credit Orders Summary Report displays all return lines in an order. This report can be used to provide comprehensive order details for return order lines received from customers. The report output can contain either open or closed orders that have at least one credit line, and also displays summary information by customer order, and currency.

Submission

In the Order Management Reports window, select Credit Orders Summary Report in the Name field.

Parameters

When you request a Credit Orders Summary Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all return lines that meet your other parameter criteria. In order to obtain a single return line, enter the same return line in the From/To fields.

Sort By

Determine the report output sort option. Select from:

The default value is Customer Name. This field is required.

Open Credit Orders Only

Determine whether to include open credit orders only.

The default value is Yes. This field is required.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Use Functional Currency

Optionally, determine whether to print credit summary information in the functional currency for the ledger from the operating unit the report is submitted from.

The default value is No.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Customer Number (From/To)

Optionally, select a specific customer number or range of customer numbers you want printed in this report. Ensure the value entered within the Customer Number To field is greater than the value entered in the Customer From field or the report output may complete with errors.

Warehouse

Optionally, select the location receiving the return to include in this report.

Credit Order Type

Optionally, select the credit order type to include in this report.

Credit Order Line Type

Optionally, select the credit order line type to include in this report.

Line Category

Optionally, determine whether to print all order lines or only credit order lines. Select from:

The default is Credit Order Lines Only.

Credit Order Number (From/To)

Optionally, enter a specific credit order number or range of credit order numbers to include in this report. These fields accept any integer value, without validation against available order numbers.

Credit Order Date (From/To)

Optionally, select a specific credit order date or range of credit order dates you want printed in this report.

Credit Order Day (From/To)

Optionally, enter the range of credit order days to include in this report.

Expected Receipt Date (From/To)

Optionally, enter the range of expected receipt dates to include in this report.

Receipt Days (From/To)

Optionally, enter the range of days from authorization to receipt to include in this report.

Report Output

The Credit Order Summary Report prints summary order details and displays the following 3 report sections sequentially for each order selected.

Order Header Information is only printed once for order details that span multiple output pages.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Page Breaks

Page breaks are provided for each order Currency selected by the report input parameters.

Credit Limit Usages Report

The Credit Limit Usages Report enables you to review credit information by credit profile types. The report is available from Oracle Receivables Listing SRS window, providing you with a listing of credit limits, credit usage rules, and currency credit limit usages associated with either:

The Credit Limit Usages Report can also be used to view customers credit limits that do not have any associated credit usages rule sets and currencies included or excluded within a specific rule set

Submission

From an Accounts Receivables responsibility, Report Listing standard report submission window, select the Credit Limit Usages Report in the Name field. If you leave any parameters blank, this report includes all records that meet your other parameter criteria. In order to obtain specific input selection, enter the same value in the From/To fields.

Parameters

When you request a Customer Credit Limits and Usages Report, the application provides you with the following input parameters to limit the report output.

(Operating Unit)

(Item Category)

(Profile Classes)

(Customer)

(Global Rule Set Information)

Report Output

The application displays all report input parameters and respective input values selected on the first page of the report output.

The report output may contain up to 5 headings. Output report heading are available for printing if the appropriate input parameter is set accordingly:

If no records exist based upon your input selection criteria, the application will display a message informing you no records met your respective criteria.

Credit Exposure Report

The Credit Exposure report can be used to analyze your customers total credit exposure. The report can be run in either detail or summary mode and is dependent upon the value selected for the Report Type input parameter:

The Credit exposure report includes detailed information for:

The report output includes both Order Management and Oracle Receivables balances, based on your Credit Check Rule definitions. Selecting a credit check rule for this report enables you to choose combinations of credit balance types to include when determining your customers overall credit exposure. Each credit check rule can enable or disable the following credit balance types:

If you wish to determine a customers existing credit exposure eliminating Order Management credit balances, submit the Oracle Receivables Customer Credit Snapshot report which does not include Order Management credit balances, which affect the current available credit exposure of your customers.

See: Oracle Receivables, Customer Credit Snapshot Report.

Submission

In the Order Management Reports window, select Credit Exposure Report in the Name field.

Parameters

When you request a Credit Exposure Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report output includes all records that meet your other parameter criteria. In order to obtain a single credit exposure for a Customer, enter the same value in the Customer Names (From/To) fields or the Customer Numbers (From/To) fields

Customer Profile Class (From/To)

These fields are optional.

Customer Names (From/To)

These fields are optional.

Customer Numbers (From/To)

These fields are optional.

Credit Check Rule

This field is required

Report Type

Select from:

This field is required.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

If you choose to run the report in detail mode (selecting Detail for the input parameter Report Type) additional credit usage details by Customer Bill To site are included in the report output.

Additional summary information is also provided.

Customer Credit Snapshot Report

The Oracle Receivables Customer Credit Snapshot Report has been enhanced to support multi-currency credit checking. This report is only available from Receivables Collections SRS window. Please refer to the Oracle Receivables User Guide for Information on this report.

See: Oracle Receivables, Customer Credit Snapshot Report.

Note: This report does not include Order Management credit balances, which affect the current available credit exposure of your customers.

Orders On Credit Check Hold Report

The Orders On Credit Check Hold Report identifies all of the credit holds currently outstanding for a customer within a date range, or identify why a particular order is on hold. Order Management enables you to perform a credit check on customer orders and automatically places orders on hold that violate your credit checking rules.

All balances are calculated as they are using the on-line credit check rule, including the factor for shipments and receivables for a certain number of days. In the Orders on Credit Check Hold Report for the field ‘Number of days on Credit Hold’, the number of days is displayed.

Note: If a hold is applied due to exceeding the order limit, and upon reducing the quantity or applying a discount so that the order limit is not exceeded the hold is released automatically. But, if hold is applied due to an overall credit limit the hold it is not released automatically. If the quantity is reduced or an adjustment applied so the credit limit for the customer is not exceeded the hold is not released automatically. Only if the Credit Check Processor concurrent program runs will the hold be released.

Submission

In the Order Management Reports window, select Orders On Credit Check Hold Report in the Name field.

Parameters

When you request an Orders On Credit Check Hold Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all holds that meet your other parameter criteria. In order to obtain a single hold, enter the same hold in the From/To fields.

Customer Name

Optionally, select the customer name that you want printed in this report.

Customer Number

Optionally, select the customer number that you want printed in this report.

Order Type

Optionally, select the order type that you want printed in this report.

Order Number

Optionally, select the order number that you want printed in this report.

Hold Applied Date (From/To)

Optionally, select a specific hold applied date or a range of hold applied date on which the holds were applied.

Currency Code

Optionally, select the currency code that you want printed in this report.

Report Output

The Orders On Credit Check Hold Report prints order information for orders on credit check hold and displays the following 4 report sections sequentially for each order selected.

The report is automatically sorted by Customer. Within Customer, the report is further sorted by currency code, credit check rule name, and order number.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional summary information is also provided.

Page Breaks

Page breaks are provided for each Customer selected by the report input parameters. Additional page breaks are provided for each customer/currency combination selected by the report input parameters.

Lines on Credit Check Hold Report

Submission

In the Order Management Reports window, select the Lines on Credit Check Hold Report in the Name field.

Parameters

When you request a Lines on Credit Check Hold Report, Order Management provides you with the following parameter. If you leave is blank, this report includes all order lines on hold that meet your other parameter criteria.

Customer Name

Optionally, select credit order lines on hold for a specific Customer Name you want printed in this report.

Customer Number

Optionally, select credit order lines on hold for a specific Customer Number you want printed in this report.

Order Type

Optionally, select credit order lines on hold for a specific order type you want printed in this report.

Line Type

Optionally, select credit order lines on hold for a specific order line type you want printed in this report.

Order Number

Optionally, select credit order lines on hold for a specific order number you want printed in this report.

Item Display

Optionally, determine how you wish to display items on hold for the report output. Select from:

The default value is Description.

Hold Applied Date (From/To)

Optionally, select a specific hold applied date or a range of hold applied dates for credit order lines on hold.

Currency Code

Optionally, select credit order lines on hold for a specific currency you want printed in this report.

Report Output

The Lines On Credit Check Hold Report prints order information for orders on credit check hold and displays the following 3 report sections sequentially for each order selected.

The report is automatically sorted by Customer. Within Customer, the report is further sorted by currency code, credit check rule name, and order number.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional summary information is also provided.

Page Breaks

Page breaks are provided for each Customer selected by the report input parameters. Additional page breaks are provided for each customer/currency combination selected by the report input parameters.

Payment Receipt

This document can used as a payment receipt when funds are collected along with the order. It can be called from a workflow, so it can be placed in the order flow to print automatically. It is also accessible from the Action menu and can be run as a standalone report.

Submission

In the Order Management Reports window, select Payment Receipt in the Name field, or run automatically from a workflow.

Parameters

When you request a Payment Receipt, Order Management provides you with the following parameters.

Note: The Order Number is a required parameter when submitting via the concurrent manager. When run from Workflow, the Order Number defaults.

Report Output

In the header area of the receipt, are header level attachments for this document, following are: Order Number, Created By, and Order Type.

In the body of the receipt, for each item: the Internal Item, the Item Description, the Unit Selling Price, the Quantity, and the Extended Selling Price. If there are price adjustments applied, a down arrow is located next to the Extended Price. After listing the items, there are a Subtotal of the extended prices, Tax, and Charges total, ending with the order Total. The Payment type is listed along with the Amount Paid and Balance Due. If Payment Type is Credit Card - then Credit Card type is also reported.

In the footer section are Number of items and the Sum of the quantities and any footer attachments.

Order Management displays all report input parameters and respective input Seed Data: Quick Codes and Messages

Hold Source Activity Report

The Hold Source Activity Report reviews holds placed and removed under a hold source during the time period you specify. This report indicates the date and the type of activity for each hold transaction.

Submission

In the Order Management Reports window, select Hold Source Activity Report in the Name field.

Parameters

When you request a Hold Source Activity Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all holds that meet your other parameter criteria. In order to obtain a single hold, enter the same hold in the From/To fields.

Hold Type (From/To)

Optionally, select a specific hold source type or a range of hold source types that you want printed in this report.

Hold Name (From/To)

Optionally, select a specific hold source name or range of hold source names that you want printed in this report.

Activity Date (From/To)

Optionally, select a specific activity date or a range of activity dates that you want printed in this report.

Activity Type

Optionally, select the range of activity types that you want printed in this report. Select from

Report Output

The report output is sorted alphabetically by Hold Name, associated order Order Date.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Page Breaks

Page breaks are provided for each Hold Type selected by the report input parameters.

Outstanding Holds Report

The Outstanding Holds Report reviews order holds for the customer or customers you Select. This report displays the order number, order date, ordered items, and order amount for each order line on hold for each customer you select. It is automatically sorted by customer, order number, order line, and then order line detail. Hold Comment are listed in the report output, if available. This report lists only orders on hold, not orders that have been released from hold.

Submission

In the Order Management Reports window, select Outstanding Holds Report in the Name field.

Parameters

When you request an Outstanding Holds Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all outstanding holds that meet your other parameter criteria. In order to obtain a single outstanding hold, enter the same outstanding hold in the From/To fields.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Hold Name (From/To)

Optionally, select a specific hold source name or range or hold source names you want printed in this report.

Item (From/To)

Optionally, select a specific item or range of items you want printed in this report.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Mixed Precision

If you are printing this report in multiple currencies you can use Mixed Precision to ensure that all currency values align at the radix character for easy readability. Mixed precision is the distance between the radix (the decimal, or any dividing symbol between the whole and parts of the currency) and the right side of the column. It is right padded if the currency's standard precision is less than the mixed precision.

Order Management defaults this report parameter from the system profile option Currency: Mixed Currency Precision. This field is required.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Sales Order and Purchase Order Discrepancy Report

The Sales Order and Purchase Order Discrepancy Report displays differences between the sales orders and purchase orders for a drop shipment so that you can identify where manual changes must be made. These differences arise when you modify the purchase order or requisition associated with a drop-ship sales order after successfully running Purchase Release.

Note: With Enhanced Change Management Support between Order Management and Purchasing changes on Requisitions and Purchase Orders will now be automatically synchronized with the Sales Order Line. Therefore there is no need to run this Report. However the Report still exists to support handling of discrepancies in pre-existing Sales Orders and PO's before an upgrade.

Submission

In the Order Management Reports window, select Sales Order and Purchase Order Discrepancy Report in the Name field.

Parameters

When you request a Sales Order and Purchase Order Discrepancy Report, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report includes all orders that meet your other parameter criteria.

Sort By

Optionally, determine the output report sort option. Select from:

The default value is Customer Name.

Open Orders Only

Optionally, determine whether to print all orders or only open orders.

The default value is Yes.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Customer Number (From/To)

Optionally, select a specific customer number or range of customer numbers you want printed in this report. Ensure the value entered within the Customer Number To field is greater than the value entered in the Customer From field or the report output may complete with errors.

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Order Type

Optionally, select a specific order type that you want printed in this report.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

Item

Optionally, select the item to print for the report output.

Item Display

Optionally, determine how you wish to display item information for the report output. Select from:

The default value is Description.

Purchase Order Numbers (From/To)

Optionally, select a specific purchase order number or range of purchase order numbers you want printed in this report.

Requisition Number (From/To)

Optionally, select a specific requisition number or range of requisition numbers you want to print on this report.

Report Output

The Sales Order and Purchase Order Discrepancy Report prints sales order and purchase order discrepancy details and displays the following 3 report sections sequentially for discrepancy selected.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Internal Order and Purchasing Requisition Discrepancy Report

The Internal Order and Purchasing Requisition Discrepancy Report displays the differences between the purchasing requisition entered and the actual items ordered in the during order entry. This report includes all open and closed orders, order numbers, order date ranges, order types, requisition numbers, items, ship to information, scheduled dates, and internal requisition and internal sales order hold discrepancies.

Submission

In the Order Management Reports window, select Internal Order and Purchasing Requisition Discrepancy Report in the Name field.

Parameters

When you request a Internal Order and Purchasing Requisition Discrepancy Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all orders that meet your other parameter criteria. In order to obtain a single order, enter the same order in the From/To fields.

Sort By

Optionally, determine the report output sort option. Select from:

The default value is Order Date.

Open Orders Only

Optionally, determine whether to print all orders or only open orders. Select from:

The default value is Yes.

(From/To) Order Number

Optionally, select a specific internal order number or range of internal order numbers you want printed in this report.

Item Display

Optionally, determine how you wish to display item information for the report output. Select from:

The default value is Description.

(From/To) Order Date

Optionally, select a specific internal order date or range of internal order dates you want printed in this report.

(From/To) Order Type

Optionally, select a specific internal order type or range of order types to include in this report.

(From/To) Requisition Number

Optionally, select a specific requisition number or range of requisition numbers to include in this report.

(From/To) Item

Optionally, select a specific internally order item or range of internally ordered items to include in this report.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Order Discount Detail Report

The Order Discount Detail Report reviews discounts applied to orders by order line detail. This report provides detailed line pricing information, including price list price, selling price, and discount information.

Submission

In the Order Management Reports window, select Order Discount Detail Report in the Name field.

Parameters

When you request a Order Discount Detail Report, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report includes all orders that meet your other parameter criteria. In order to obtain a single order discount, enter the same order discount in the From/To fields.

Sort By

Determine the report output sort option. Select from:

The default value is Customer. This field is required.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Customer Number (From/To)

Optionally, select a specific customer number or range of customer numbers you want printed in this report. Ensure the value entered within the Customer Number To field is greater than the value entered in the Customer From field or the report output may complete with errors.

Salesperson (From/To)

Optionally, select a specific sales person or range of salespeople that you want printed in this report.

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Order Type (From/To)

Optionally, select a specific order type or range of order types on orders that you want printed in this report.

Line Type (From/To)

Optionally, select a specific order line type or range of order line types you want print in this report.

Order Number From/To)

Optionally, enter a specific order number or range of order numbers that you want printed in this report. These fields accept any integer value, without validation against available order numbers.

Open Orders Only

Determine whether to print all orders or only open orders.

The default value is Yes. This field is required.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

The default value is All Orders.

Line category

Optionally, determine the types of order lines you wish to print. Select from:

The default is All Lines.

Mixed Precision

If you are printing this report in multiple currencies you can use Mixed Precision to ensure that all currency values align at the radix character for easy readability. Mixed precision is the distance between the radix (the decimal, or any dividing symbol between the whole and parts of the currency) and the right side of the column. It is right padded if the currency's standard precision is less than the mixed precision.

Order Management defaults this report parameter from the system profile option Currency: Mixed Currency Precision. This field is required.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Page Breaks

Additional page breaks are provided for each order type selected by the report input parameters.

Order Discount Summary Report

The Order Discount Summary Report reviews discounts applied to orders. This report provides order level pricing information, including agreement, salesperson and total order discount.

Submission

In the Submit Requests window, select Order Discount Summary Report in the Name field.

Parameters

When you request a Order Discount Summary Report, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report includes all orders that meet your other parameter criteria. In order to obtain a single order discount, enter the same order discount in the From/To fields.

Sort By

Determine additional report output sort options. The report output is always sorted alphabetically by Currency and within each currency, alphabetically by Order Type. The value selected for this parameter determines additional sorting within the currency/order type combination. Select from:

The default value is Order Number. This field is required.

Open Orders Only

Determine whether to print all orders or only open orders.

The default value is Yes. This field is required.

Customer Name (From/To)

Select a specific customer name or range of customer names on orders you want printed in this report.

These fields are optional.

Customer Number (From/To)

Optionally, select a specific customer number or range of customer numbers you want printed in this report. Ensure the value entered within the Customer Number To field is greater than the value entered in the Customer From field or the report output may complete with errors.

Salesperson (From/To)

Optionally, select a specific sales person or range of salespeople that you want printed in this report.

Agreement

Optionally, select the customer agreement that you want printed in this report.

Order Type (From/To)

Optionally, select a specific order type or range of order types on orders that you want printed in this report.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers.

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Order Amount (From/To)

Optionally, select a specific order monetary amount or range of order total monetary amounts that you want printed in this report.

Order List (From/To)

Optionally, select a specific order list process or range of total order list prices that you want printed in this report.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

Line category

Optionally, determine the types of order lines you wish to print. Select from:

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Unbooked Orders Report

The Unbooked Orders Report reviews orders you have entered but not booked.

Submission

In the Order Management Reports window, select Unbooked Orders Report in the Name field.

Parameters

When you request a Unbooked Orders Report, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report includes all unbooked orders that meet your other parameter criteria.

Sort By

Determine additional report output sort options. The report output is always sorted alphabetically by Currency. The value selected for this parameter determines additional sorting within each Currency. Select from:

The default value is Order Number. This field is required.

Created By From/To

Optionally, enter a specific user id or range of user ids whose orders you want to print.

Order Date From/To

Optionally, enter the order date or range of order dates for the orders you want to print.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

The default value is Sales Order Only.

Line Category

Optionally, determine the types of order lines you wish to print. Select from:

The default is Sales Order Lines only.

Item Display

Optionally, determine how you wish to display item information for the report output. Select from:

The default value is Description.

Unbooked Orders Detail Report

Parameters

When you request a Unbooked Orders Detail Report, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report includes all unbooked orders that meet your other parameter criteria.

Sort By

Determine additional report output sort options. The report output is always sorted alphabetically by Currency. The value selected for this parameter determines additional sorting within each Currency. Select from:

The default value is Order Number. This field is required.

Created By From/To

Optionally, enter a specific user id or range of user ids whose orders you want to print.

Order Date From/To

Optionally, enter the order date or range of order dates for the orders you want to print.

Order Type (From/To)

Optionally, select a specific order type or range of order types on orders that you want printed in this report.

Manager (From/To)

Optionally, enter a manager name or range of manager names whose orders you want to print. Management names are derived from associations created in Oracle Human Resources when entering employee information.

Use Functional Currency

Optionally, print unbooked order information in functional currency amounts of the ledger entered in for the report parameter.

The default value is No.

Report Output

The Unbooked Orders Report displays summary order information by item for orders current not booked. For orders than contain more than one line, Order Management will display summary order information for each order line.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed prior to the next order selected

Page Breaks

Page breaks are provided for each order Currency selected by the report input parameters.

Cancelled Orders Report

The Cancelled Orders Report reviews all orders that have been cancelled. This report provides a summary of each cancelled order, including order number, customer name, line number and item, the date, and the quantity cancelled.

This report can be used to report total dollars cancelled in a specified time-frame, and enable you to evaluate the most common cancellation reasons, review cancellations by salesperson, or review cancellations by customers.

Submission

In the Order Management Reports window, select Cancelled Orders Report in the Name field.

Parameters

When you request a Cancelled Orders Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all cancelled orders that meet your other parameter criteria. In order to obtain a single cancelled order, enter the same cancelled order in the From/To fields.

Sort By

Determine the report output sort option. Select from:

The default value is Customer. This field is required.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers.

Salesperson (From/To)

Optionally, select a specific sales person or range of salespeople that you want printed in this report.

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Item

Optionally, select the item that you want printed in this report.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

The default value is Sales Orders Only.

Line category

Optionally, determine the types of order lines you wish to print. Select from:

The default is Sales order Lines only.

Show in Functional Currency

Optionally, determine whether to print report output information in the functional currency for the ledger from the operating unit the report is submitted from

The default value is No.

Mixed Precision

If you are printing this report in multiple currencies you can use Mixed Precision to ensure that all currency values align at the radix character for easy readability. Mixed precision is the distance between the radix (the decimal, or any dividing symbol between the whole and parts of the currency) and the right side of the column. It is right padded if the currency's standard precision is less than the mixed precision.

Order Management defaults this report parameter from the system profile option Currency: Mixed Currency Precision. This field is required.

Report Output

The Cancelled Orders Report displays the following 2 report sections sequentially for each order selected.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional summary information is provided for each order selected.

RetroBilling Report

Use the RetroActive Billing report to view orders that have been created as the result of a Retrobilling Preview action. This report provides you with the information needed to identify down to the specific customer/destination/order/item those orders that are going to be retro-billed. You run this report from the Standard Report Submission window.

Grouping invoice lines by destination, you can review the following information:

Report Parameters

The RetroActive Billing Report contains the following parameters. If you leave any parameters blank, this report includes all orders that meet your other parameter criteria.

The following report parameters are used to specify the desired reporting for sequenced items.

Request Name (Required)

Choose the request name to print in this report.

Item Display (Required Default)

Choose Description or Flexfield depending on how the item name or description is to print in this report under the Item column heading. The default value is Description.

Determine how you wish to display item information for the report output. Select from:

Sort By

Choose how report should be sorted. Valid choices are: Customer/Address, Invoice Number, Item, and Order Number. The default value is Item.

Report Headings

Report headings provide you with general information about the contents of your report such as company date, report title, date and time you run the report and page number.

Column Headings

Item

When multiple items are selected the item appears as ITEM: xxxxxxxxxxxx on a single line indicating that all information listed below until the next item ITEM: xxxxxxxxxxxx appears pertains to it.

Customer/Address

The customer appears in the same column as the item but just below it. Just below that is the address.

Order

The order numbers that are eligible for retro-billing in the specified time period.

Date

The date of the order.

Invoice Number

The invoice number.

Tax

Is this item on this order taxable.

Shipped Quantity

Number of items shipped on this order.

Retrobilled Quantity

Number of items retrobilled on this order.

Invoiced Unit Price

Unit price applied to this order at Invoice time.

Invoiced Extended Price

Shipped Quantity times the Invoiced Unit Price.

New Unit Price

The new Unit price applicable to this order.

New Extended Price

Shipped Quantity times the Invoiced unit Price.

Variance Unit Price

The difference of the New Unit Price minus Invoice Unit Price.

Variance Extended Price

The difference of the New Extended Price minus Invoiced Unit Price. This would be the applicable sum for retro-billing on the specified order.

Returns by Reason Report

The Returns by Reason Report reviews all return material authorizations for various return reasons. Order Management automatically sorts this report by currency, return reason, and then item.

Submission

In the Order Management Reports window, select Returns by Reason Report in the Name field.

Parameters

When you request a Returns by Reason Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all returns that meet your other parameter criteria. In order to obtain a single return, enter the same return in the From/To fields.

Return Reason

Optionally, select the return reason that you want printed in this report.

Credit Order Date (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Credit Order Type

Optionally, select the credit order type to include in this report.

Credit Order Line Type

Optionally, select the order line types to include in this report.

Item

Optionally, enter the item or a partial item value (with wildcard) you want order return lines printed for in this report.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Mixed Precision

If you are printing this report in multiple currencies you can use Mixed Precision to ensure that all currency values align at the radix character for easy readability. Mixed precision is the distance between the radix (the decimal, or any dividing symbol between the whole and parts of the currency) and the right side of the column. It is right padded if the currency's standard precision is less than the mixed precision.

Order Management defaults this report parameter from the system profile option Currency: Mixed Currency Precision. This field is required.

Report Output

The report output is sorted alphabetically by Currency.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Page Breaks

Page breaks are provided for each order Currency selected by the report input parameters.

Cancelled Orders Reasons Detail Report

The Cancelled Orders Reasons Detail Report displays the reasons for the cancelled lines and who entered the cancellation.

Submission

In the Order Management Reports window, select the Cancelled Orders Reasons Detail Report in the Name field.

Parameters

When you request a Cancelled Orders Reasons Detail Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all cancelled order details that meet your other parameter criteria. In order to obtain a single cancelled order detail, enter the same cancelled order detail in the From/To fields.

Sort By

Determine the report output sort. Select from:

The default value is Cancel Reason. This field is required.

Cancel Reason

Optionally, select the reason for cancellation.

Cancel Dates (From/To)

Optionally, select a specific cancel date or range of cancel dates to include in this report.

Cancelled by (From/To)

Optionally, select a specific cancelled by user id or range of cancelled by user ids to include in this report.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers.

Salesperson (From/To)

Optionally, select a specific sales person or range of salespeople to include in this report.Orders will be summarized by association between SalesPerson and Sales Order Header only.

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Item

Optionally, enter the item number to include in this report.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

The default value is Sales Orders Only.

Line category

Optionally, determine the types of order lines you wish to print. Select from:

The default is Sales Order Lines only.

Show in Functional Currency

Optionally, determine whether to print report output information in the functional currency for the ledger from the operating unit the report is submitted from

The default value is No.

Mixed Precision

If you are printing this report in multiple currencies you can use Mixed Precision to ensure that all currency values align at the radix character for easy readability. Mixed precision is the distance between the radix (the decimal, or any dividing symbol between the whole and parts of the currency) and the right side of the column. It is right padded if the currency's standard precision is less than the mixed precision.

Order Management defaults this report parameter from the system profile option Currency: Mixed Currency Precision. This field is required.

Report Output

The Cancelled Orders Reasons Detail Report displays the following 2 report sections sequentially for each order selected.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Agreement Activity Report

The Agreement Activity Report reviews order line details that include agreement name defined in Order Management.

Submission

In the Order Management Reports window, enter Agreement Activity Report in the Request Name field.

Parameters

When you request an Agreement Activity Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all agreements that meet your other parameter criteria. In order to obtain a single Agreement for the report output, enter the same Agreement Name in the Agreement Low/High fields.

Agreement (Low/High)

Choose the agreement(s) that you want printed in this report.

Customer Name (Low/High)

Choose the customer(s) that you want printed in this report.

Agreement Type

Choose the agreement type that you want printed in this report.

Purchase Order Number

Choose the purchase order numbers for the orders for the agreements that you want printed in this report.

Sales Person

Choose the salesperson that you want printed in this report.

Use Functional Currency

Choose Yes if you want to print any currency amounts in the functional currency for your ledger, or No if you want to print any currency amounts in the currency for the order.

The default value is No.

Order Number (Low/High)

Report Output

The Agreement Activity Report prints comprehensive Agreement order line details. Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Page Breaks

Page breaks are provided for each currency/customer combination selected by the report input parameters. Additional page breaks occur for each currency selected by the report input parameters.

Page breaks are provided for each unique Agreement Name /Customer name combination selected.

Orders Summary Report

The Orders Summary Report provides a one-line order summary by currency and order type. The report enables you to quickly summarize orders by entities such as customer or salesperson and can be used to supplement on-line inquires via the Sales Order Organizer.

Submission

In the Order Management Reports window, select Orders Summary Report in the Name field.

Parameters

When you request a Orders Summary Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all orders that meet your other input parameter criteria. In order to obtain a entity, enter the same value in the in the From/To fields.

Sort By

Determine additional report output sort options. The report output is always sorted alphabetically by Currency and within each Currency, alphabetically by Order Type. The value selected for this parameter determines additional sorting within the currency/order type combination. Select from:

The default value is Order Date. This field is required.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names whose orders you want to print.

Salesperson (From/To)

Optionally, select a specific salesperson (by name) or range of salespeople whose orders you want to print. Orders will be summarized by association between SalesPerson and Sales Order Header only.

Order Date (From/To)

Optionally, select a specific order date or range of order dates for orders you want to print.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers.

Ship-to Country (From/To)

Optionally, select a specific ship-to country or range of ship-to countries whose orders you want to print.

Order Type (From/To)

Optionally, select a specific order type or range of order types that you want to print.

Customer PO Number (From/To)

Optionally, select a specific customer PO number or range of customer PO numbers that you want to print. Orders will be summarized by association between Customer PO number and Sales Order Header only.

Created by (From/To)

Optionally, enter a single created by user id (by name) or range of users ids whose orders you want to print. Orders will be summarized by the user id associated with the Sales Order Header creation date only.

Order Source

Optionally, enter an original system document reference for orders you want to print.

Open Orders Only

Determine whether to print all orders or only open orders.

The default value is Yes. This field is required.

Use Functional Currency

Optionally, print order information in functional currency amounts of the ledgers entered in for the report parameter.

The default value is No.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Page Breaks

Page breaks are provided for each Currency/Order Type combination selected by the report input parameters.

Order/Invoice Summary Report

The Order/Invoice Summary Report reviews summary invoice information about orders that have invoiced, including ordered amount, invoiced amount, adjusted receivables, and balance due. Order Management automatically sorts this report by order type and lists all orders that have been invoiced.

Warning: Non-invoiced orders print which display a zero (0) balance due. Non-invoiced orders display the message, No Invoices Exist For This Order.

Submission

In the Order Management Reports window, select Order/Invoice Summary Report in the Name field.

Parameters

When you request a Order/Invoice Summary Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all orders that meet your other parameter criteria. In order to obtain a single order, enter the same order in the From/To fields.

Sort By

Determine the report output sort option. Select from:

The default value is Customer. This field is required.

Open Orders Only

Determine whether to print all orders or only open orders.

The default value is Yes.This field is required.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Salesperson (From/To)

Optionally, select a specific sales person or range of salespeople that you want printed in this report.

Order Type (From/To)

Optionally, select a specific order type or range of order types on orders that you want printed in this report.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers.

Ship-To Country

Optionally, select the country for the ship to addresses of the shipments you want printed in this report.

Use Functional Currency

Optionally, determine whether to print report output information in the functional currency for the ledger from the operating unit the report is submitted from

The default value is No.

Report Output

This report is automatically sorted by order number, order date, bill-to address, ship-to address, and salesperson. If invoice information is not available for orders selected, Order Management will provide the following information.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Page Breaks

Page breaks are provided for each Currency selected by the report input parameters. Additional page breaks are provided for each customer/currency combination selected by the report input parameters.

Salesperson Order Summary Report

The Salesperson Order Summary Report reviews orders for one or more salespeople. This report displays the order and each order line associated with each salesperson.

Your salespeople can use this report to see their current outstanding orders and their status. This report shows open orders, quantity ordered, shipped, cancelled, and invoiced and their potential commission.

The report displays all open and closed orders for a salesperson, customer or customer number, agreements, order numbers, order date ranges, order types, line type, and detailed sales credit information for lines in a selected range.

Submission

In the Order Management Reports window, select Salesperson Order Summary Report in the Name field.

Parameters

When you request a Salesperson Order Summary Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all orders that meet your other parameter criteria. In order to obtain a single order, enter the same order in the From/To fields.

Sort By

Determine additional report output sort options. The report output is always sorted alphabetically by Salesperson. The value selected for this parameter determines additional sorting within each Salesperson. Select from:

The default value is Order Number. This field is required.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers.

Order Dates (From/To)

Optionally, select a specific order date or range of order dates you want printed in this report.

Order Type

Optionally, select the order type that you want to print in this report.

Line Type

Optionally, select the order line type to you want to include in this report.

Agreement

Optionally, select the customer agreement that you want to print in this report.

Salesperson (From/To)

Optionally, select a specific sales person or range of salespeople that you want to print in this report.

Customer Name (From/To)

Optionally, select a specific customer name or range of customer names on orders you want printed in this report.

Customer Number (From/To)

Optionally, select a specific customer number or range of customer numbers you want printed in this report. Ensure the value entered within the Customer Number To field is greater than the value entered in the Customer From field or the report output may complete with errors.

Order Category

Optionally, determine the types of orders you wish to print. Select from:

The default value is Sales Orders Only.

Line Category

Optionally, determine whether to print all order lines or only credit order lines. Select from:

The default is Credit Order Lines Only.

Item Display

Determine how you wish to display item information for the report output. Select from:

The default value is Description. This field is required.

Mixed Precision

If you are printing this report in multiple currencies you can use Mixed Precision to ensure that all currency values align at the radix character for easy readability. Mixed precision is the distance between the radix (the decimal, or any dividing symbol between the whole and parts of the currency) and the right side of the column. It is right padded if the currency's standard precision is less than the mixed precision.

Order Management defaults this report parameter from the system profile option Currency: Mixed Currency Precision. This field is required.

Show Open Orders Only

Determine whether to print all orders or only open orders. Select from:

The default value is Yes. This field is required.

Use Functional Currency

Determine whether to print report output information in the functional currency for the ledgers from the operating unit the report is submitted from

The default value is No. This field is required.

Report Output

The Salesperson Order Summary Report prints sales order details specific to a salesperson. The report is automatically sorted by Salesperson, then within Salesperson, by the value selected for the input parameter Sort By, and displays the following 4 report sections sequentially for each order selected.

If no information exists for any of the sections above, Order Management will not print the column headings for the sections

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Additional report summary information is also printed.

Page Breaks

Page breaks are provided for each Salesperson selected by the report input parameters.

Audit History Report

The Audit History Report displays recorded audit history details captured for updates to orders based upon your current audit history processing constraint definitions.

Note: You must successfully submit the Audit History Consolidator program at least once to display Audit History details within Audit History Report output or you will receive the message No Data Found.

Parameters

When you request the Audit History Report, Order Management provides you with the following parameters. If you leave any of the non-required parameters blank, this report displays the history changes of all attributes.

Note: It is recommended to provide at least Entity and Attribute input parameters for the report to reduce report processing run times.

History Date (From/To)

Select a History Date From, a History Date To, or a combination of History Date From and History Date to limit Audit history output details to order updates within a specific time period.

History Date From is required, History Date To is optional.

Entity Name

Select the constrained entity you want to print in this listing.

This field is optional.

Attribute Name

Optionally, select an accompanying level attribute to limit Audit History output details. You must select an entity before choosing a level attribute.

Order Number (From/To)

Optionally, enter a specific order number or range of order numbers you want printed in this report. These fields accept any integer value, without validation against available order numbers.

User Name

Optionally, select a specific user name to limit Audit History output details to all order updates performed by a single user.

Responsibility Name

Optionally, select a specific responsibility to limit Audit History output details to all order updates performed by users within a responsibility.

Report Output

The report output is always sorted by effectivity date changed, order number, entity, and attribute.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Defaulting Rules Listing Report

The Defaulting Rules Listing Report displays the defaulting rules you have defined for various objects and attributes in Order Management. This listing includes objects, conditions, attributes, and seeded data.

Please note that for this Order Management report, the output display layout for report columns is designed so that the columns expand vertically and their horizontal width remains the same.

Submission

In the Order Management Reports window, select Defaulting Rules Listing in the Name field.

Parameters

When you request a Defaulting Rules Listing Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all defaulting rules that meet your other parameter criteria. In order to obtain a single defaulting rule, enter the same defaulting rule in the From/To fields.

Object

Select the object that you want listed in the report output. Select from:

This field is optional.

Condition

Select the condition that you want printed in this report. The LOV for the Condition field is based upon the value selected for the input parameter Object.

Attribute

If you select an value for the Object parameter, you can select an associated attribute to limit the report output listing selected for the Object.

This field is optional.

Seeded

Determine if you wish to display seeded values or non seeded defaulting rules in the report output listing. Select from:

This field is optional.

Note: If you leave this parameter blank, both seeded and non-seeded values are listed in the report.

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Processing Constraints Listing

The Processing Constraints Listing report lists all processing constraints and the corresponding constrained entities, constrained attributes, constrained operations, validation entities, record sets, validation templates and responsibility to which this constraint is applicable.

Submission

In the Order Management Reports window, select Processing Constraints Listing in the Name field.

Parameters

When you request a Processing Constraints Listing, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all processing constraints that meet your other parameter criteria. In order to obtain a single processing constraint, enter the same processing constraint in the From/To fields.

Entity

Optionally, select the constrained entity you want to print in this listing.

Attribute

Optionally, select the processing attribute that you want to print in this listing. You must select an entity before choosing an attribute.

Operation

Optionally, select the operation that you want to print in this listing. Select from:

Validation Entity

Optionally, select the validation entities that are based on the processing constraint conditions to print in this listing.

Note: This field is only enabled if the Object is selected.

Record Set

Optionally, select the record set parameter to include the processing constraints that have conditions based on the record set to print in this listing.

Validation Template

Optionally, select the validation template parameter to include processing constraints that have conditions using the validation template.

Note: This field is only enabled if the Validation Entity is selected.

Seeded

Optionally, determine if you wish to display seeded values or non seeded values for this report. Select from:

Report Output

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

See: Oracle Order Management Implementation Manual, Defining Processing Constraints.

Transaction Types Listing Report

The Transaction Types Listing Report lists displays the OM transaction types of orders and order lines and the attributes and controls for transaction types.

Submission

In the Order Management Reports window, select Transaction Types Listing Report in the Name field.

Parameters

When you request a Transaction Types Listing Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all transaction types that meet your other parameter criteria. In order to obtain a single transaction type, enter the same transaction type in the From/To fields.

Transaction Type Name (From/To)

Optionally, select a specific Order Management transaction type name or range of Order Management transaction type names you want printed in this listing.

Transaction Type Code

Optionally, select the transaction type code for an order or order line.

Order Category Code

Optionally, determine the types of orders you wish to print. Select from:

Report Output

The report output is sorted alphabetically by object name, and within each object name alphabetically by attribute name.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

Item Orderability Rules Listing Report

The Item Orderability Rules Listing Report displays the item orderability rules for a selected item or category.

Submission

In the Order Management Reports window, select Item Orderability Rules Listing Report in the Name field.

Parameters

When you request an Item Orderability Rules Listing Report, Order Management provides you with the following parameters. If you leave any parameters blank, this report includes all item orderability rules that meet your other parameter criteria.

Item Level

You can select either Item or Category from this LOV. If you select Item, you need to specify an item in the next field Item, or if you select Category, you need to specify Category details.

Item

Specify an item number in the flexfield that displays. You will also be prompted to enter Category details, however you can click Cancel to bypass entering Category details since Item details are necessary only. This is relevant only if you have selected Item in the Item Level parameter.

Category

If you have selected Category in the Item Level parameter, you will be prompted for the Category details. Enter values in the Family and Class flexfields to complete the parameter details for Category.

Generally Available

Select Yes or No to specify general availability.

Report Output

The report output is sorted alphabetically by object name, and within each object name alphabetically by attribute name.

Order Management displays all report input parameters and respective input values selected on the first page of the report output.

OE-OM Order Line Transaction Count Summary/ Comparison Reports

The Order Line Transaction Count Summary and Order Line Transaction Count Comparison Reports are not intended for general usage. Both reports are for internal purposes only, and are not supported by Oracle.