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Sample Order Cycles

The order cycles described here are samples intended to help you define your own order cycles. Before creating your order cycles, you should clearly outline your company policies regarding backordering, shipping, invoicing, and so on.

Sample Cycle I: Shipping, Backordering, and Mandatory Review

Use this order cycle for orders involving product shipment. This cycle allows you to backorder lines that ship either partially or not at all. When you include the action of Backorder Release, Oracle Order Entry/Shipping automatically manages your backorders. This cycle also includes mandatory engineering and legal approvals, which can occur in any order. In this cycle, orders do not advance to Pick Release until they pass Engineering Review and Legal Review. The following table depicts the order cycle definition from the Order Cycles window, while the flowchart provides a visual representation of this sample order cycle.

Sample Cycle I: Shipping, Backordering, and Mandatory Review
Cycle Action Prerequisite
Action Result
Enter    
Engineering Review Enter Booked
Legal Review Enter Booked
Pick Release Engineering Review Pass
  AND  
  Legal Review Pass
Ship Confirm Pick Release Released
  OR  
  Pick Release Partial
  OR  
  Backorder Release Released
Backorder Release Ship Confirm Backordered-Complete
  OR  
  Ship Confirm Backordered-Partial
Inventory Interface Ship Confirm Confirmed
  OR  
  Ship Confirm Partial
  OR  
  Ship Confirm Backordered-Partial
Receivables Interface Ship Confirm Confirmed
  OR  
  Ship Confirm Partial
  OR  
  Ship Confirm Backordered-Partial
Complete Line Receivables Interface Interfaced to Receivables
  AND  
  Inventory Interface Interfaced
Complete Order Legal Review Pass
  AND  
  Engineering Review Pass
Table 1 - 3.

Sample Cycle II: Shipping, Backordering, and Optional Review

Use this order cycle for orders involving product shipment. This cycle is similar to Sample Cycle I, but with a different approval process. In this cycle, orders can be released and shipped at any time after being booked. Management wants the ability to spot-check orders and have an audit trail of which orders were reviewed, so a Management Review may or may not occur before Pick Release. The following table depicts the order cycle definition from the Order Cycles window, while the flowchart provides a visual representation of this sample order cycle.

Sample Cycle II: Shipping, Backordering, and Optional Review
Cycle Action Prerequisite
Action Result
Enter    
Management Review Enter Booked
Pick Release Enter Booked
  OR  
  Management Review Review-Complete
Ship Confirm Pick Release Released
  OR  
  Pick Release Partial
  OR  
  Backorder Release Released
Backorder Release Ship Confirm Backordered-Complete
  OR  
  Ship Confirm Backordered-Partial
Inventory Interface Ship Confirm Confirmed
  OR  
  Ship Confirm Partial
  OR  
  Ship Confirm Backordered-Partial
Receivables Interface Ship Confirm Confirmed
  OR  
  Ship Confirm Partial
  OR  
  Ship Confirm Backordered-Partial
Complete Line Receivables Interface Interfaced to Receivables
  AND  
  Inventory Interface Interfaced
Complete Order Enter Booked
Table 1 - 4.

Sample Cycle III: Without Shipping

Use this order cycle for orders that do not involve product shipment. Typical examples include invoice-only orders and sales where products have already shipped. This cycle contains an Engineering Review and a Legal Review that must occur sequentially. If Legal Review fails, an order must pass the Secondary Review before the Receivables Interface can occur. Since the Receivables Interface is not preceded by Pick Release and Ship Confirm, there is no "shipped" quantity to interface. Therefore, when a line is eligible to interface to Receivables, the entire order quantity of the line is invoiced. The following table depicts the order cycle definition from the Order Cycles window, while the flowchart provides a visual representation of this sample order cycle.

Sample Cycle III: Without Shipping
Cycle Action Prerequisite
Action Result
Enter    
Engineering Review Enter Booked
Legal Review Engineering Review Pass
Secondary Review Legal Review Fail
Receivables Interface Secondary Review Pass
  OR  
  Legal Review Pass
Complete Line Receivables Interface Interfaced to Receivables
Complete Order Enter Booked
Table 1 - 5.

Sample Cycle IV: Drop-Ship Order

Use this order cycle for orders with lines that require external sourcing. Externally sourced lines can be fulfilled by a direct shipment from your supplier to your customer. For drop-ship lines, the Purchase Release cycle action replaces Pick Release, Ship Confirm, and Inventory Interface because your business does not ship the ordered items. Purchase Release passes information for eligible lines to Oracle Purchasing in order to create a purchase requisition for your supplier. The following table depicts the order cycle definition from the Order Cycles window, while the flowchart provides a visual representation of this sample order cycle.

Sample Cycle IV: Drop-Ship Order
Cycle Action Prerequisite
Action Result
Enter    
Purchase Release Enter Booked
Receivables Interface Purchase Release Confirmed
  OR  
  Purchase Release Partial
  OR  
  Purchase Release Not Applicable
Complete Line Receivables Interface Interfaced to Receivables
Complete Order Enter Booked
Table 1 - 6.

Attention: The above example works for orders that are completely drop-shipped. If your business drop ships some lines on an order and sources other lines internally, you must create a different order cycle that handles both conditions. Such an order cycle would include the Purchase Release, Pick Release, Ship Confirm, and Inventory Interface cycle actions with appropriate prerequisites, as shown in the following table.

Sample Cycle IVa: Combination Order
Cycle Action Prerequisite
Action Result
Enter    
Pick Release Enter Booked
Purchase Release Enter Booked
Ship Confirm Pick Release Released
  OR  
  Pick Release Partial
Inventory Interface Ship Confirm Confirmed
  OR  
  Ship Confirm Partial
Receivables Interface Purchase Release Confirmed
  OR  
  Purchase Release Partial
  OR  
  Ship Confirm Confirmed
  OR  
  Ship Confirm Partial
Complete Line Receivables Interface Interfaced to Receivables
  AND  
  Inventory Interface Interfaced
Complete Order Enter Booked
Table 1 - 7.

Sample Cycle V: Return with Receipt and Credit

Use this order cycle for returns that require receipt of goods in Oracle Inventory and that issue credits after returned goods have been accepted. This cycle issues credits as customers return partial amounts of the authorized goods because the prerequisite for the Receivables Interface includes RMA Interface - Partially Accepted. Whenever any amount of goods is accepted into Oracle Inventory, the Receivables Interface creates a partial credit for that amount. The prerequisite for the Receivables Interface also includes RMA Interface - Completely Accepted, so the cycle creates a credit when you accept the complete quantity in Oracle Inventory at one time. You can change the prerequisite for the Receivables Interface to include only RMA Interface - Completely Accepted, so that the cycle requires a customer to return all authorized goods and waits to issue a credit until the goods are accepted.

This cycle includes an RMA Review to demonstrate that approval actions may be used in order cycles for returns as well as sales orders. A review step is especially important if you receive a returned drop-shipped item, then pass the item to your supplier. In this case, you may want to add another review or approval cycle action immediately before the Receivables Interface, to enable you to verify that the supplier has accepted the item before you issue a credit. The following table depicts the order cycle definition from the Order Cycles window, while the flowchart provides a visual representation of this sample order cycle.

Sample Cycle V: Return with Receipt and Credit
Cycle Action Prerequisite
Action Result
Enter    
RMA Review Enter Booked
RMA Interface RMA Review Pass
Receivables Interface RMA Interface Completely Accepted
  OR  
  RMA Interface Partially Accepted
Complete Line Receivables Interface Interfaced to Receivables
Complete Order Enter Booked
Table 1 - 8.

Sample Cycle VI: Return with Receipt and No Credit

Use this order cycle for returns that require receipt of goods in Oracle Inventory but do not issue credits, such as returns for repair. To change such a cycle to issue credits, simply add the Receivables Interface action to the order cycle and add and modify the appropriate prerequisites.

The following table depicts the order cycle definition from the Order Cycles window, while the flowchart provides a visual representation of this sample order cycle.

Sample Cycle VI: Return with Receipt and No Credit
Cycle Action Prerequisite
Action Result
Enter    
RMA Review Enter Booked
RMA Interface RMA Review Pass
Complete Line RMA Interface Completely Accepted
Complete Order Enter Booked
Table 1 - 9.

Sample Cycle VII: Return with Credit Only

Use this order cycle for returns that do not require receipt of goods in Oracle Inventory before issuing credits. Since the Receivables Interface is not preceded by the RMA Interface, there is no "received" quantity to interface. Therefore, when a line is eligible to interface to Receivables, the entire return quantity of the line is credited.

If your return is for a drop-ship order and is shipped directly to your supplier, the approval step in this cycle allows you to verify that the supplier has received and accepted the returned item before you credit your customer. The following table depicts the order cycle definition from the Order Cycles window, while the flowchart provides a visual representation of this sample order cycle.

Sample Cycle VII: Return with Credit only
Cycle Action Prerequisite
Action Result
Enter    
RMA Review Enter Booked
Receivables Interface RMA Review Pass
Complete Line Receivables Interface Interfaced to Receivables
Complete Order Enter Booked
Table 1 - 10.

See Also

Defining Security Rules

Defining Cycle Actions

Entering Order Approvals

Order Cycle Listing Report

Order Cycle Picture Report

Action Result Listing Report

Order Cycles

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