Defining Order Line Details
To define detail information for line items:
1. Navigate to the Sales Orders window.
2. Create and save an order, select the line item for which you want to add details, choose the Details button, and navigate to the Line Schedule Details window.
3. Navigate to the Scheduling Information alternative region.
Attention: You can enter as many different schedule detail lines as you need for an order line, but the total quantity on all schedule detail lines must match the total order quantity for the line.
Attention: If an order line is in a ship set, or if the options for an order line are in a model with the Ship Model Complete inventory item attribute set to Yes, then the schedule date must be the same for all details.
4. Select the Subinventory you want Pick Release to use when this order line is released.
If you are reserving the order line, Oracle Order Entry/Shipping creates a reservation in this subinventory. If you do not indicate a subinventory, Pick Release uses inventory picking rules to determine a subinventory.
5. Select the Revision for the item you are reserving, if the item is under revision control.
If you are reserving the order line, Oracle Order Entry/Shipping creates a reservation for this revision. If you are only placing demand, this field is not required. If you do not indicate a revision, Pick Release uses inventory picking rules to determine a revision. If the item is not under revision control, Oracle Order Entry/Shipping automatically skips this field.
6. Select the Lot for the item you are reserving, if the item is under lot control.
If you are reserving the order line, Oracle Order Entry/Shipping creates a reservation in this lot. If you are just placing demand, this field is not required. If you do not indicate a lot, Pick Release uses inventory picking rules to determine a lot. If the item is not under lot control, Oracle Order Entry/Shipping automatically skips this field.
7. Define the Schedule Action for the order. Choose from the following:
ATP Inquiry -- runs a query for the full ATP (available-to-promise) quantity on the line, without placing demand. Oracle Order Entry/Shipping performs an ATP inquiry based on scheduling attributes currently displayed in an order line, such as item, quantity, warehouse, and dates. If any such scheduling attribute is modified and not yet committed to the database, Oracle Order Entry/Shipping performs the inquiry based on that information, but reverts back to the saved data after the inquiry. Oracle Order Entry/Shipping reverts back to the saved data to ensure that any existing scheduling for the order line is not altered inadvertently.
Demand -- places demand for the full quantity on the line.
Reserve -- reserves the quantity entered in the Quantity Reserved field.
Undemand -- removes demand previously placed for the line.
Unreserve -- removes reservations previously placed for the line, but leaves the line demanded.
Unschedule -- removes all demand and reservations for the line.
If you have previously chosen the Demand or Reserve schedule actions, Oracle Order Entry/Shipping displays the schedule status as Demanded or Reserved. The status Supply Reserved indicates that Oracle Work in Process has reserved the item; this is valid only for ATO configurations and ATO items. Once the item has been built, the work order has been closed, and the item has been transferred to Inventory, the status changes to Reserved. If the order line is for a multiple quantity and only a partial quantity is completed, the status will remain Supply Reserved until the full quantity is complete.
8. Select the Demand Class for the order line.
9. Check the Customer Requested check box if the customer has requested that a specific revision, lot, or subinventory be entered on the line.
Oracle Order Entry/Shipping displays this information in the Sales Orders and Schedule Orders windows, so that if you need to reschedule lines you can be aware of any specific customer requests.
Attention: Oracle Order Entry/Shipping automatically checks the Released check box if the schedule detail has been pick released. You can modify unreleased lines in this window and in the Schedule Orders window.
See Also
Scheduling an Order or Order Line
Placing Demand
Placing Reservations
Order Unscheduling
Sales Orders Special Menu
Overview of Sales Orders
