Introduction

This chapter covers the following topics:

• Using Oracle Workflow in Oracle Order Management
• Setting Up Oracle Workflow in Oracle Order Management
• Viewing Processes in Oracle Workflow Builder
• Viewing Workflows in Oracle Order Management
• Seeded Workflow Definition Files
• Seeded Workflow Definition File oexwford.wft
• Seeded Workflow Definition File ctochord.wft
• Item Types
• OM Change Order
• OM Order Header
• OM Order Line
• OM Standard
• CTO Change Order
• OM Negotiation Header
• OM Blanket Header

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

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

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

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:

• oexwford.wft

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

• ctochord.wft

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

• oexcustf.wft

• ontdefct.wft

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

• oexwfcog.wft

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

• oexwfedi.wft

• oexwfoi.wft

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

• wshwftrx.wft

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:

• OM Change Order

• OM Order Header

• OM Order Line

• OM Standard

• OM Negotiation Header

• OM Blanket Header

Processes

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

• Change Order Process

• ISO Cancel Process

• ISO Line Cancel Process

• ISO Qty Update Process

• ISO Schedule Date update Process

• ISO Quantity and Schedule Date update Process

• Line Flow - ATO Item

• Line Flow - ATO Model

• Line Flow - Configuration

• Line Flow - Configuration with Authorize to Ship (RLM)

• Line Flow - Generic

• Line Flow - Generic with Authorize to Ship (RLM)

• Line Flow - Generic with Header Level Invoice Interface

• Line Flow - Generic, With Export Compliance

• Line Flow - Generic, Bill Only

• Line Flow - Generic, Bill Only with Inventory Interface

• Line Flow - Generic, Ship Only

• Line Flow - Generic, with Repricing at Fulfillment

• Line Flow - Return for Credit Only

• Line Flow - Return for Credit Only with Header Invoicing

• Line Flow - Return for Credit Only with Approval

• Line Flow - Return for Credit Only with Approval and Hdr Inv

• Line Flow - Return for Credit with Receipt

• Line Flow - Return for Credit with Receipt and Hdr Invoicing

• Line Flow - Return for Credit with Receipt and Approval

• Line Flow - Return for Credit, Receipt, Approval, Header Inv

• Line Flow - Standard Service

• Order Flow - Generic

• Order Flow - Generic with Header Level Invoice Interface

• Order Flow - Return with Approval

• Blanket Flow - Generic

Subprocesses

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

• Authorized to Ship - Line

• Approve Return - Order

• Book - Order, Deferred

• Book - Order, Manual

• Buy ATO Item Flow

• Calculate Lead Time - Line

• Close - Line

• Close - Order

• Create Configuration - Line, Manual

• Create Manufacturing Configuration Data - Line, Manual

• Create Supply - Line

• Create Supply Order - Line, Manual

• Create Work Order - Line

• Enter - Line

• Export Compliance Screening - Line

• Header Level Invoice Interface - Line, Deferred

• Header Level Invoice Interface - Order

• Header Level Invoice Interface for Return Line w/o Receipt

• Header Level Invoice Interface for Return Line with Receipt

• Inventory Interface Non-Ship - Line

• Inventory Interface Non-Ship - Line, Deferred

• Invoice Interface - Line

• Invoice Interface - Line, Deferred

• Purchase Release - Line, Deferred

• Purchase Release - Line, Manual

• Reprice - Line

• Return Receiving - Line

• Schedule - Line

• Schedule - Line, Deferred

• Ship - Line, Manual

• Blanket Agreement/Sales Order Generation

• Enter—Blanket

• Submit Draft - Negotiation

• Offer Expired

• Negotiation Complete

• Internal Approved

• Customer Accepted

• Close - Blanket

• Execute Blanket

• Terminate—Blanket

Seeded Workflow Definition File ctochord.wft

Item Types

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

• CTO Change Order

• Standard

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:

• Notification for Change Order

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:

• OM Change Order

• OM Order Header

• OM Order Line

• OM Standard

• OM Negotiation Header

• OM Blanket Header

• Standard

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:

• CTO Change Order

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:

• Change Order Process

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:

• Order Flow - Generic

• Order Flow - Generic with Header Level Invoice Interface

• Order Flow - Return with Approval

• Order Flow - Return with Submission and Approval

The following five subprocesses are associated with OM Order Header:

• Approve Return - Order

• Book - Order, Deferred

• Book - Order, Manual

• Close - Order

• Header Level Invoice Interface - Order

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:

• Line Flow - ATO Item

• Line Flow - ATO Model

• Line Flow - Configuration

• Line Flow - Configuration with Authorize to Ship (RLM)

• Line Flow - Generic

• Line Flow - Generic with Authorize to Ship (RLM)

• Line Flow - Generic with Header Level Invoice Interface

• Line Flow - Generic, With Export Compliance

• Line Flow - Generic, Bill Only

• Line Flow - Generic, Bill Only with Inventory Interface

• Line Flow - Generic, Ship Only

• Line Flow - Generic, with Repricing at Fulfillment

• Line Flow - Generic, with Wait to Fulfill

• Line Flow - Generic with Freeze Included Items at Pick

• Line Flow – OTA Item

• Line Flow - Return for Credit Only

• Line Flow - Return for Credit Only with Approval

• Line Flow - Return for Credit with Receipt

• Line Flow - Return for Credit with Receipt and Approval

• Line Flow – OTA Return for Credit Only

• Line Flow - Standard Service

The subprocesses associated with OM Order Line include the following:

• Authorized to Ship - Line

• Buy ATO Item Flow

• Calculate Lead Time - Line

• Close - Line

• Create Configuration - Line, Manual

• Create Manufacturing Configuration Data - Line, Manual

• Create Supply Order - Line, Manual

• Create Work Order - Line

• Enter - Line

• Export Compliance Screening - Line

• Header Level Invoice Interface - Line, Deferred

• Inventory Interface Non-Ship - Line

• Inventory Interface Non-Ship - Line, Deferred

• Invoice Interface - Line

• Invoice Interface - Line, Deferred

• Purchase Release - Line, Deferred

• Purchase Release - Line, Manual

• Reprice - Line

• Return Receiving - Line

• Schedule - Line

• Schedule - Line, Deferred

• Ship - Line, Manual

• Wait to Firm - Line

• Wait to Fulfill Line

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:

• Notification for 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:

• Negotiation Flow - Generic with Approval

• Negotiation Flow - Generic

The following are the Negotiation subprocesses:

• Internal Approval - Negotiation

• Customer Acceptance - Negotiation Process

• Offer Expiration - Negotiation Process

• Submit Draft - Negotiation

• Complete - Negotiation

• Blanket Agreement/Sales Order Generation

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:

• Blanket Flow - Generic

• Execute - Blanket

• Terminate—Blanket

• Close—Blanket

• Blanket Agreement/Sales Order Generation

• Enter—Blanket

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