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Oracle Order Management Using Oracle Workflow in Oracle Order Management
Release 12.1
Part Number E16350-02
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Introduction

This chapter covers the following topics:

Using Oracle Workflow in Oracle Order Management

Oracle Order Management uses Oracle Workflow to control the sequence of events that occur in the processing of orders, quotes, sales agreements, returns, order lines, and return lines. Oracle Workflow manages activities, executes functions, sends notifications, maintains completed activity history, detects errors, and initiates error processes. Oracle Order Management also uses Oracle Workflow to enable you to track the history of orders.

Oracle Order Management enables you to model your business processes in terms of generic order processes. When defining a new workflow, you can begin with the basic activities of order processing. You can model your business processes by copying and editing seeded processes or by using seeded and custom activities as components.

This guide provides details about how to extend Oracle Workflow in Oracle Order Management to best meet your business needs. This guide also provides detailed information regarding the workflow processes that come seeded with Oracle Order Management.

For information regarding implementation and setup of Oracle Workflow, refer to the Oracle Workflow User's Guide. For information regarding the setup and implementation of Oracle Order Management, refer to the Oracle Order Management Implementation Manual.

Setting Up Oracle Workflow in Oracle Order Management

There are certain setup requirements to complete before using Oracle Workflow with Oracle Order Management. This guide details the requirements for setting up and using Oracle Workflow in Oracle Order Management. First review all seeded Oracle Order Management workflow data to determine if the seeded flows meet your business requirements. You may decide to use Oracle Workflow Builder to define new workflow processes.

The Oracle Workflow User's Guide provides a list of setup steps for Oracle Workflow, and explains the setup necessary for all modules. For example, the guide explains that an access level of 100 in Oracle Workflow Builder is necessary. Do not change this access level.

Warning: Oracle does not provide support if the access level of 100 is changed.

For more information about extending seeded Oracle Order Management workflow processes, refer to Extending Oracle Order Management Seeded Workflows.

For more information about setting up Oracle Workflow, refer to the Oracle Workflow User's Guide.

Viewing Processes in Oracle Workflow Builder

From within the Oracle Workflow Builder you can view the different workflow processes discussed in this manual and their associated functions, messages, subprocesses, notifications, and properties.

To view processes in Oracle Workflow Builder, complete the following steps:

  1. Within Oracle Workflow Builder, select Open from the File menu, and connect to the database.

  2. Expand the data source, then select the item type branch within that data source.

  3. Expand the processes branch within your item type and select a process activity to display the diagram of the process in a Process window.

The following image depicts the Oracle Workflow Builder:

Oracle Workflow Builder

the picture is described in the document text

Viewing Workflows in Oracle Order Management

From within Oracle Order Management you can view the active workflow processes, that are associated with the order or line, and their associated functions, messages, subprocesses, notifications, and properties. These processes must be in an active running state and also associated with a sales order or sales order line in order to view them. Please note that in the Activities List mode, you will only be able to see the activities that have already completed or are active.

To view processes for specific orders within Oracle Order Management, complete the following steps:

  1. Open the desired order or line in Oracle Order Management.

  2. Navigate to the Tools menu and select Workflow Status.

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

The following image depicts the Activities List window in Oracle Order Management:

Activities List Window

the picture is described in the document text

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

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

The following image depicts the View Diagram window in Oracle Order Management. The green outlines bordering an activity box in the view diagram indicate that an activity is complete and active.

View Diagram Window

the picture is described in the document text

Seeded Workflow Definition Files

Each of the Oracle Order Management seeded workflows and their associated activities are contained in the following seeded workflow definition file:

The following workflow definition file comes seeded with Oracle Discrete Manufacturing, and is used in conjunction with Oracle Order Management:

The following seeded workflow definition files belong to Order Information Portal and are used for sending notifications for approving returns:

The Cost of Goods (COGS) Account Generator flows are in the following seeded workflow definition file:

EDI/XML flows are in the following seeded workflow definition files:

Shipping workflows are contained in the following seeded workflow definition file:

For more information on Shipping workflows, please refer to the chapter Seeded Shipping Workflows.

Seeded Workflow Definition File oexwford.wft

Item Types

The seeded workflow definition file oexwford.wft contains the following item types:

Processes

The seeded workflow definition file oexwford.wft contains the following processes:

Subprocesses

The following are the workflow subprocesses contained in oexwford.wft:

Seeded Workflow Definition File ctochord.wft

Item Types

The seeded workflow definition file ctochord.wft contains the following item types:

To learn more about the Standard item type, refer to the Oracle Workflow User's Guide.

Processes

The seeded workflow definition file ctochord.wft contains the following process:

Item Types

The following section discusses the different item types used in Oracle Order Management seeded workflows. Oracle Order Management contains the following item types:

To learn more about the Standard item type, refer to the Oracle Workflow User's Guide.

The following item type is seeded with Oracle Configure to Order and is used in conjunction with Oracle Order Management:

OM Change Order

This item type is used to manage change orders. Change order notification flows are created using this item type.

Currently there is one process associated with OM Change Order:

OM Change Order sets up a framework for sending FYI notifications to the resolving responsibilities.

The OM Change Order item type has several attributes associated with it. These attributes reference information in the Oracle Order Management application tables. The attributes are used and maintained by function activities and notification activities throughout the process. The following table lists the OM Change Order item type attributes.

OM Change Order Item Type Attributes
Display Name Description Type Length/Format/Lookup/ Type/Frame Target
Resolving Role The recipient of the notification or the resolver for the failed constraints Text 150
User Text Placeholder for the text entered in the Notification form Text 2000
Order Number Placeholder for Order Number Number None
Order Management Workflow Administrator Order Management Workflow Administrator Role None

OM Order Header

Oracle Order Management includes the concept of an order header. A header can contain one or many lines. The OM Order Header item type identifies all Oracle Order Management order header process available. Currently there are three processes associated with OM Order Header:

The following five subprocesses are associated with OM Order Header:

The OM Order Header item type has several attributes associated with it. These attributes reference information in the Oracle Order Management application tables. The attributes are used and maintained by function activities and notification activities throughout the process. The following table lists the OM Order Header item type attributes.

OM Order Header Item Type Attributes
Display Name Description Type Length/Format/Lookup Type/Frame Target
User ID User identifier used to set the context Number None
Application ID Application identifier for setting the workflow context Number None
Responsibility ID Responsibility identifier Number None
Order Management Workflow Administrator Order Management Workflow Administrator Role None
Org ID Organization ID Number None
Order Category Order Category Text 30
Header Short Descriptor Header Short Descriptor Document Full window
Notification Approver Notification Approver Role None

OM Order Line

The following section discusses processes associated with the OM Order Line item type. This item type identifies all Oracle Order Management order line processes available. The processes associated with OM Order Line include the following:

The subprocesses associated with OM Order Line include the following:

The OM Order Line item type has several attributes associated with it. These attributes reference information in the Oracle Order Management application tables. The attributes are used and maintained by function activities and notification activities throughout the process. The following table lists the OM Order Line item type attributes.

OM Order Line Item Type Attributes
Display Name Description Type Length/Format/Lookup/Type/Frame Target
User ID User identifier for the workflow initiator Number None
Application ID Application identifier for the workflow initiator Number None
Responsibility ID Responsibility identifier Number None
Order Management Workflow Administrator Order Management Workflow Administrator Role None
Org ID Organization ID Number None
Lead Time Rollup Organization manufacturing organization of Config item Number None
Lead Time Rollup Config Item Configuration item for which to calculate the lead time Number None
Lead Time Date Lead time date Text None
Lead Time Category Structure Lead time category structure Number None
Line Category Line category Text 30
Lead Time Attribute Req ID Lead time attribute req ID Attribute None
Lead Time Request ID Lead time request ID Number None
AFAS Line ID AFAS Line ID Number None
Line Short Descriptor Line short descriptor Document Full Window
Notification Approver Notification Approver Role None

OM Standard

OM Standard is a repository for common functions and lookups. The application does not use this item type to create any flows.

There are several lookup types associated with OM Standard. A lookup type is a static list of values. These lists can be referenced by activities and by item type, message or activity attributes. The following table lists the seeded lookup types associated with OM Standard and their lookup codes:

OM Seeded Lookup Types
Lookup Type Lookup Code
Approval Timeout Actions Continue, Rejected
Check Reservation Status Not Reserved, Reserved
Check Supply Type Results Buy, Drop Ship, Flow Schedule, Incomplete, Work Order
Concurrent Program Retry Abort, Retry
Concurrent Program Status Cancelled, Error, Normal, Terminated, Warning
Config Data results Config Data Created
Config Incomplete Complete, Incomplete, On Hold
Config Item Results Complete, Delink
Config Line Result Config Data Created, Config Data Not Created, Reserved
Config Process Results Complete, Incomplete
Enrollment Status Attended, Placed, Requested, Waitlisted
Enrollment Status for Advance Placed, Waitlisted
Enrollment Status for Arrear Attended, Placed, Requested, Waitlisted
Invoice Results Complete, Incomplete, Not Eligible, On Hold, Partial
Invoicing Rule Advanced, Arrear
Lead Time Result Complete, No Routing
Line Category Order, Return
Manufacturing Release Status Eligible, Work Order Completed
Nonstock Flag Nonstock, Stock
Notification Approver Source Created By, Order Created By, Profile Approver
Notification Required Not Required, Required
OM Acceptance Results Accept, Reject
OM Blanket Calculate Date Results Awaiting Start Date, Expire Today, Expired, No End Date, No Reminder, Start Date Reached
OM Blanket Close Results Complete, Extend
OM Blanket Date Change Results Expired, Set New Date, Start Date Not Reached
OM Blanket Execution Process Results Expired, Terminate
OM Blanket Execution Results Date Changed, Terminate
OM Blanket Start Date Reached Results Expired, Yes, No, No Pre-Expiration Reminder
OM Check for Eligibility Eligible, Not Eligible
OM Check Expiration Results Complete, Expired Today, Expired, No Reminder
OM Date Range Results Date Changes
OM Export Compliance Results Complete, Hold Applied, Incomplete, Override
OM Negotiation Standard Results Complete, Incomplete, Lost
OM Subprocess Results Complete, Incomplete, Not Eligible
OM Subprocess Results, Handles Holds Complete, Incomplete, Not Eligible, On Hold
OM Subprocess Success Results Complete, Not Eligible
OM Subprocess with Partial Processing Complete, Incomplete, Not Eligible, Partial Complete, Partial Incomplete
OM Subprocess with Partial Processing, Handles Holds Complete, Incomplete, Not Eligible, On Hold Partial Complete, Partial Incomplete
Passes/Fails Fails, Passes
Repricing Date Actual Shipment Date, Fulfillment Date, Promise Date, Request Date, Schedule Ship Date, System Date
Repricing Event Line, Price, Reprice Line
Reserved Status Process AutoCreate PO, Reserved
RMA Wait result Complete, Correct Receiving
Shipping Results Non Shippable, Over Shipped Beyond Tolerance, Ship Confirm, Unreserve
Source Result Non Shippable, Shippable
Source Type ATO Item, Build, Dropship, Stock
Supply Source Type External, Internal
Unit of Measure Enrollment, Event
Upgrade Purchase Release Status Confirmed, Eligible, Interfaced

For more information about lookup types, refer to the Oracle Workflow User's Guide.

CTO Change Order

The CTO Change Order item type identifies all CTO Change Order workflow processes available. Currently there is one workflow processes associated with CTO Change Order:

The CTO Change Order item type also has several attributes associated with it. These attributes reference information in the application tables. The attributes are used and maintained by function activities as well as notification activities throughout the process. The following table lists the CTO Change Order item type attributes.

CTO Change Order Attributes
Display Name Description Type Length/Format/Lookup Type/Frame Target
Sales Order Number Sales order number Number None
Customer Name Customer name Text None
Line Number Line number of the model Text None
Item Name Item name Text 150
Request Date Request date Text 40
Scheduled Ship Date Scheduled ship date Text 40
Scheduled Arrival Date Scheduled arrival date Text 40
Cancelled Flag Order line is cancelled Text None
Special Text Special text Text 400
Change Order Administrator Change order administrator Role 30
Configuration Changed Flag Configuration is changed Text 5
Quantity Change Quantity change Text None
Notification User Notification user Text 50
Delink Action Flag Delink action flag Text 5
Action Text Action text Text 20

OM Negotiation Header

The OM Negotiation Header item type identifies the Oracle Order Management order header process available for negotiation. The main processes associated with OM Negotiation Header include the following:

The following are the Negotiation subprocesses:

The OM Negotiation Header item type has several attributes associated with it. These attributes reference information in the Oracle Order Management application tables. The attributes are used and maintained by function activities and notification activities throughout the process.

The following table lists the OM Negotiation Header item type attributes.

OM Negotiation Header Attributes
Display Name Description Type Length/Format/Lookup Type/Frame Target
User ID User ID Number None
Application ID Application ID Number None
Responsibility ID Responsibility ID Number None
Org ID Organization ID Number None
Sales Document Type Sales Document Type Text None
Negotiation Short Descriptor Negotiation Short Descriptor Document plsql:OE_NEGOTIATE_WFSet_Negotiate_Hdr_Descriptor/&#NID (Default)
Pre expire Time Percentage Pre-Expiration Time Percentage Number 10

OM Blanket Header

The OM Blanket Header item type identifies the Oracle Order Management order header process available. The processes associated with OM Blanket Header include the following:

The OM Blanket Header item type has several attributes associated with it. These attributes reference information in the Oracle Order Management application tables.

The attributes are used and maintained by function activities and notification activities throughout the process.

The following table lists the OM Blanket Header item type attributes.

OM Blanket Header Attributes
Display Name Description Type Length/Format/Lookup Type/Frame Target
User ID User ID Number None
Application ID Application ID Number None
Responsibility ID Responsibility ID Number None
Org ID Organization ID Number None
Blanket Short Descriptor Blanket Short Descriptor Document plsql:OM_Blanket_WFSet_Blanket_Descriptor/&#NID (Default)
Pre expire Time Percentage Pre-Expiration Time Percentage Number 10