Oracle® Functional Testing

Flow Builder Starter Pack Reference Guide for E-Business Suite Release 12.1.3

Release 12.3.0.1

E49332-01

September 2013

Oracle Functional Testing Flow Builder Starter Pack Reference Guide for E-Business Suite Release 12.1.3 Release 12.3.0.1

E49332-01

Copyright © 2013,  Oracle and/or its affiliates. All rights reserved.

Primary Author:  Prasanti Madireddi

Contributing Author:  Rick Santos

Contributor:

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Contents

List of Tables

Preface

- Audience

- Documentation Accessibility

- Related Documents

- Conventions

Part I Introduction

1 Introduction

Part II Customer Relationship Management

2 Oracle Advanced Scheduler

- 2.1 Create Scheduler Rule

3 Oracle Customer Support

- 3.1 Create Service Request Task Customer Support Specialist

- 3.2 Create SR Task Service Desk Analyst

- 3.3 Create SR Task Case Worker

4 Oracle Field Service

- 4.1 Oracle Field Service Dispatch Center

- 4.1.1 Schedule Task with Intelligent Mode

- 4.1.2 Schedule Task with Autonomous Scheduler

- 4.2 Oracle Field Service Portal

- 4.2.1 Post Debrief Install Lines

- 4.2.2 Field Service Technician Portal Receive Parts

- 4.3 Oracle Field Service Wireless

- 4.3.1 Post Debrief Labor Lines

- 4.3.2 Create Reservation Parts Search

5 Oracle Incentive Compensation

- 5.1 Create Role Group Resource

- 5.2 Create Rate Table

6 Oracle iStore

- 6.1 Checkout

- 6.2 Direct Item Entry

- 6.3 Save Cart

- 6.4 Shopping Cart Share Cart

- 6.5 Shopping Cart Save to List

7 Oracle Quoting

- 7.1 Create Quote with Different Shipping and Billing Details

- 7.2 Create Quote with Multiple Templates Form

- 7.3 Copy Quote with All Quote Information

8 Oracle Spares Management

- 8.1 Create PR and IO through Parts Search

- 8.2 Return Defective Parts with RRR

- 8.3 Create Supersession and IO

9 Oracle TeleSales

- 9.1 Operations in Sales Lead Center

10 Oracle TeleService

- 10.1 Create Service Request for Customer Organization and Employee Contact

- 10.2 Create, Update, Audit and Validate Task

- 10.3 Create Charge Lines and Orders

Part III Financials

11 Oracle Payables

- 11.1 Create and Pay a Standard Invoice with Distribution Set

- 11.2 Recurring Invoices with Distribution Set

- 11.3 Create Standard Invoice

- 11.4 Creation of Interest Invoice

- 11.5 Create Credit Memo and Match it to a Standard Invoice

- 11.6 Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines

- 11.7 Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax

- 11.8 Create a Standard Invoice with AWT, Generate AWT Invoice at Validation

- 11.9 Create a Standard Invoice with AWT, Generate AWT Invoice at Payment

- 11.10 Match a Standard Invoice and Match it to a Receipt

- 11.11 Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts)

- 11.12 Create Invoice Batch with Credit Memo and Standard Invoice

12 Oracle Receivables

- 12.1 Create Receipt and Take Earned Discount

- 12.2 7 Create Receipt and Clear using Cash Management

- 12.3 Create Standard Receipt Reversal

- 12.4 Create Invoice with 'In Advance' Accounting Rule

- 12.5 Create Debit Memo Receipt Reversal

- 12.6 Create Invoice with Split Payment Term and Apply Credit Memo

- 12.7 Create Adjustment - within Approval Limits

- 12.8 Create Invoice with Document Number when Saved

- 12.9 Create Deposit and Attach to Invoice

Part IV Human Capital Management

13 Oracle Human Resources

- 13.1 Create a Location

- 13.2 Create an Organization

- 13.3 Create an Organization Hierarchy

- 13.4 Create a Grade

- 13.5 Create Grade Rate

- 13.6 Create Job Group

- 13.7 Create a Job

- 13.8 Create a Position

- 13.9 Create a Position Hierarchy

- 13.10 Create an Applicant

- 13.11 Create an Employee

- 13.12 Create a Contingent Worker

- 13.13 Create Person Multiple Assignments

- 13.14 Update Phone for an Employee

- 13.15 Hire an Applicant as an Employee

- 13.16 Terminate an Employee

- 13.17 Terminate a Contingent Worker

- 13.18 Reverse Employee Termination

- 13.19 Rehire as an Employee

- 13.20 Rehire as a Contingent Worker

- 13.21 Create an Employee using Template

- 13.22 Rehire as an Employee using Template

- 13.23 Create a Contingent Worker using Template

- 13.24 Terminate a Contingent Worker using Template

- 13.25 Add Person Phone Details

- 13.26 Create a Competence Profile

- 13.27 Add Person Qualifications

- 13.28 Enter Work Preferences

- 13.29 Create Person Absence

- 13.30 Enter Performance Ratings for an Employee

- 13.31 Enter Person Secondary Address

- 13.32 Change Job in Person Assignment

- 13.33 Change Location in Person Assignment

- 13.34 Change Organization in Person Assignment

- 13.35 Change Supervisor in Person Assignment

- 13.36 Change Assignment Category in Person Assignment

- 13.37 Change Salary in Person Assignment

- 13.38 Assign Security Profile

Part V Lease Management

14 Oracle Lease and Finance Management

- 14.1 Lease Booking to Expiry

Part VI Procurement

15 Oracle Purchasing

- 15.1 Online Standard Purchase Order Creation

- 15.2 Online Blanket Purchase Agreement and Release Creation

- 15.3 Standard Purchase Order Creation using Autocreate

- 15.4 Release Creation using Autocreate

- 15.5 Release Creation using Autocreate with Approved Supplier List and Sourcing Rules

- 15.6 Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference

- 15.7 Online Standard Purchase Order Creation in Buyer Work Center

- 15.8 Standard Purchase Order Creation using Autocreate in Buyer Work Center

- 15.9 Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center

- 15.10 Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center

- 15.11 Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center

- 15.12 Requisition Change Order

- 15.13 Online Standard Purchase Order Creation for Services Item using Forms

- 15.14 Online Standard Purchase Order Creation for Services Item using Buyer Work Center

- 15.15 Modification of Standard Purchase Order in Forms

- 15.16 Modification of Standard Purchase Order in Buyer Work Center

- 15.17 Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation

- 15.18 Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation

- 15.19 Copy of Standard Purchase Order in Forms

- 15.20 Copy of Standard Purchase Order in Buyer Work Center

- 15.21 eBtax for Purchasing

Part VII Projects

16 Oracle Grants Accounting

- 16.1 Award Revenue and Invoice Generation

17 Oracle Project Billing

- 17.1 Project Revenue and Invoice Generation

18 Oracle Project Costing

- 18.1 Project Expenditure Entry

19 Oracle Project Management

- 19.1 Project Template Creation

20 Oracle Project Resource Management

- 20.1 Project Requirement Creation to Approval

21 Oracle Property Manager

- 21.1 Property Lease Management

Part VIII Supply Chain Management

22 Oracle Advanced Pricing

- 22.1 Create, Update Price Lists and Modifiers

23 Oracle Asset Tracking

- 23.1 Deployment Transactions on Item Instances

24 Oracle Bill of Materials

- 24.1 Create a Common BOM and Routing

25 Oracle Contracts Core

- 25.1 Create, Update and Duplicate Clauses

- 25.2 Create Incompatible Clauses and Add Clauses to the Clause Folder

- 25.3 Create a Clause with a User Defined Variable and Localize a Clause

26 Oracle Cost Management

- 26.1 Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset

- 26.2 Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset

- 26.3 Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset

- 26.4 Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization

- 26.5 Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization

- 26.6 Standard Discrete Job - Standard Costing Organization

- 26.7 Standard Discrete Job - Average Costing Organization

- 26.8 Sales Invoice and Revenue Recognition - Standard Costing Organization

27 Oracle Engineering

- 27.1 Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order

- 27.2 Create Engineering Change Order and Implement

28 Oracle Enterprise Asset Management

- 28.1 Create Work Request

- 28.2 Creation and Completion of Work Order for Assets

- 28.3 Asset Transactions in Inventory Forms

- 28.4 Creating Preventive Maintenance Schedule for Asset Number

- 28.5 Generate Budget Forecast for Work Order

29 Oracle Flow Manufacturing

- 29.1 Define Setup for Flow Routing

- 29.2 Flow Schedule Completion in Workstation

30 Oracle Install Base

- 30.1 Creation of Counter with Counter Group and Counter Template

- 30.2 Creation of Item Instance for an Internally Owned Item

31 Oracle Inventory Management

- 31.1 Inventory Miscellaneous Receipt

- 31.2 Inventory Miscellaneous Issue

- 31.3 Move Order Requisition of Type Move Order Issue with Automatic Allocation

- 31.4 Direct Transfer between Two Inventory Organizations

- 31.5 Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations

- 31.6 Inventory Sub-inventory Transfer

- 31.7 Perform Cycle Counting

- 31.8 Perform Physical Inventory

- 31.9 Kanban Replenishment

- 31.10 Min-Max Planning

- 31.11 Replenishment Count

- 31.12 Standard PO Partial Receipt with Immediate Mode

- 31.13 Positive Correction Transactions

- 31.14 Return to Vendor from Inventory Transactions

- 31.15 Material Issue through Sales Order

- 31.16 RMA Direct Receipt

32 Oracle Item Master

- 32.1 Create and Copy Item, Apply Template, Assign to Organization and Add Revision

- 32.2 Create Item With and Without Template and Assign to Organizations

- 32.3 Update Item Catalog, Categories and MPN through Tools Operations

33 Oracle Landed Cost Management

- 33.1 Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario

- 33.2 Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario

- 33.3 Verify PO Receipt through Forms in LCM Black Box Scenario

- 33.4 Verify Copying Simulated Landed Cost while Calculating Estimated Landed Cost for Standard Purchase Order in Service

34 Oracle Manufacturing Execution Systems for Discrete Manufacturing

- 34.1 Move Transaction with Electronic Records and Electronic Signatures

- 34.2 Lot Controlled Assembly Transactions

35 Oracle Manufacturing Execution System for Process Manufacturing

- 35.1 Create Dispensing Setup (Organization Vs Recipe Vs Item)

- 35.2 Control Batch Record Flow for Material Dispense

- 35.3 Control Batch Record Flow for Batch Step Close and Re-open

36 Oracle Order Management

- 36.1 Create Order from Quote for a Standard Item

- 36.2 Generate Invoice for PTO Model, ATO Model and Standard Line

- 36.3 Verify Scheduling Dates for Sales Order by Assigning to Ship Sets

- 36.4 Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit

- 36.5 Verify Authorization of a Sales Order With Credit Card and Cash

- 36.6 Create and Verify Tax on Sales Order

- 36.7 Verify Intercompany Invoicing for Sales Order

- 36.8 Fulfillment of a Bill Only Line with Standard Item

- 36.9 Multiple Processing Constraints Validations for a Sales Order Header and Line

- 36.10 Verify Audit History for a Sales Order Header and Line

- 36.11 Create Processing Constraints for Customer PO

37 Oracle Process Manufacturing

- 37.1 Oracle Process Manufacturing Costing

- 37.1.1 OPM Costing Distributions for Inventory Transfers across Organizations

- 37.2 Oracle Process Manufacturing Execution

- 37.2.1 Process Manufacturing Batch Creation Flow

- 37.3 Oracle Process Manufacturing Product Development

- 37.3.1 Process Manufacturing Product Development Setups

- 37.3.2 Quality Sampling for Purchase Order Receiving

38 Oracle Quality

- 38.1 Create Quality Setups and Capture Quality Results

- 38.2 Purchase Order Inspection with Quality

39 Oracle Service Contracts

- 39.1 Authoring a Contract

- 39.2 Bank Account and Credit Card Consolidation

- 39.3 Verify Deferred Revenue Recognition

40 Oracle Shipping Execution

- 40.1 Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All.

- 40.2 Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip

- 40.3 Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm

41 Oracle Shop Floor Management

- 41.1 Move Lot Based Job

42 Oracle Work in Process

- 42.1 Create, Transact and Complete Standard Discrete Job

- 42.2 Work Order Less Completion Transactions

- 42.3 Mobile Serialized Transactions

43 Oracle Warehouse Management System

- 43.1 Over Pick Under Pick Without Exception

- 43.2 Work In Progress PutAway

- 43.3 Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item

- 43.4 Direct Ship Base Case

- 43.5 Perform LPN Ship for Alias-Enabled Sub Inventory

- 43.6 Express Return from Inventory to Supplier

- 43.7 Pick None and Curtail Pick Exceptions

- 43.8 Return Material Authorization (RMA)

- 43.9 Bulk Pack Cartonization

A Test Flow Name Mappings

Index

List of Tables

- 2-1 Predefined Data for Create Scheduler Rule Flow

- 3-1 Profile Options for Oracle Customer Support

- 3-2 Predefined Data for Oracle Customer Support

- 3-3 Predefined Data for Create Service Request Task Customer Support Specialist Flow

- 3-4 Setup Data for Create SR Task Service Desk Analyst Flow

- 4-1 Profile Options for Oracle Field Service Dispatch Center Flow

- 4-2 Profile Options Schedule Task with Intelligent Mode Flow

- 4-3 Profile Options for Schedule Task with Autonomous Scheduler Flow

- 4-4 Predefined Data for Schedule Task with Autonomous Scheduler Flow

- 4-5 Profile Options for Oracle Field Service Portal Flow

- 4-6 Predefined Data for Oracle Field Service Portal Flow

- 4-7 Profile Options for Post Debrief Install Lines Flow

- 4-8 Predefined Data for Post Debrief Install Lines Flow

- 4-9 Profile Options for Field Service Technician Portal Receive Parts Flow

- 4-10 Predefined Data for Field Service Technician Portal Receive Parts Flow

- 4-11 Profile Options for Post Debrief Labor Lines Flow

- 4-12 Predefined Data for Post Debrief Labor Lines Flow

- 4-13 Profile Options for Create Reservation Parts Search Flow

- 4-14 Predefined Data for Create Reservation Parts Search Flow

- 5-1 Predefined Data for Create Role Group Resource Flow

- 5-2 Setup Data for Create Role Group Resource Flow

- 5-3 Predefined Data for Create Rate Table Flow

- 6-1 Setup Data for Checkout Flow

- 6-2 Setup Data for Direct Item Entry Flow

- 6-3 Predefined Data for Shopping Cart Share Cart Flow

- 7-1 Predefined Data for Create Quote with Different Shipping and Billing Details Flow

- 7-2 Setup Data for Create Quote with Different Shipping and Billing Details Flow

- 8-1 Profile Options for Oracle Spares Management

- 8-2 Predefined Data for Create PR and IO through Parts Search Flow

- 8-3 Predefined Data for Return Defective Parts with RRR Flow

- 9-1 Profile Options for Operations in Sales Lead Center Flow

- 9-2 Predefined Data for Operations in Sales Lead Center Flow

- 10-1 Profile Options for Oracle TeleService

- 10-2 Predefined Data for Oracle TeleService

- 10-3 Profile Options for Create Service Request for Customer Organization and Employee Contact Flow

- 10-4 Predefined Data for Create Service Request for Customer Organization and Employee Contact Flow

- 10-5 Profile Options for Create, Update, Audit and Validate Task Flow

- 10-6 Predefined Data for Create, Update, Audit and Validate Task Flow

- 10-7 Predefined Data for Create Charge Lines and Orders Flow

- 10-8 Setup Data for Create Charge Lines and Orders Flow

- 11-1 Profile Options for Oracle Payables

- 11-2 Profile Options for Create Invoice Batch with Credit Memo and Standard Invoice Flow

- 12-1 Profile Options for Oracle Receivables

- 12-2 Setup Data for Oracle Receivables

- 13-1 Profile Options for Assign Security Profile Flow

- 14-1 Setup Data for Lease Booking to Expiry Flow

- 15-1 Profile Options for Oracle Purchasing

- 15-2 User Setup Data for Oracle Purchasing

- 15-3 Approval Setup Data for Oracle Purchasing

- 15-4 Responsibility Setup Data for Oracle Purchasing

- 15-5 Item Setup Data for Oracle Purchasing

- 15-6 Purchasing Related Page Setup Data for Oracle Purchasing

- 15-7 Purchasing Related Window Setup Data for Oracle Purchasing

- 15-8 Document Styles for Oracle Purchasing

- 15-9 Document Types for Oracle Purchasing

- 15-10 Window Setup Data for eBtax for Purchasing Flow

- 15-11 Page Setup Data for eBtax for Purchasing Flow

- 16-1 Setup Data for Award Revenue and Invoice Generation Flow

- 17-1 Profile Options for Project Revenue and Invoice Generation Flow

- 17-2 Predefined Data for Project Revenue and Invoice Generation Flow

- 17-3 Setup Data for Project Revenue and Invoice Generation Flow

- 18-1 Setup Data for Project Expenditure Entry Flow

- 19-1 Prerequisites for Project Template Creation Flow

- 19-2 Setup Data for Project Template Creation Flow

- 20-1 Users Prerequisites for Project Requirement Creation to Approval Flow

- 20-2 Employees Prerequisites for Project Requirement Creation to Approval Flow

- 20-3 Profile Options for Project Requirement Creation to Approval Flow

- 20-4 Setup Data for Project Requirement Creation to Approval Flow

- 21-1 Setup Data for Property Lease Management Flow

- 22-1 Profile Options for Create, Update Price Lists and Modifiers Flow

- 22-2 Setup Data for Create, Update Price Lists and Modifiers Flow

- 23-1 Profile Options for Oracle Asset Tracking

- 23-2 Predefined Data for Oracle Asset Tracking

- 23-3 Setup Data for Oracle Asset Tracking

- 23-4 Window Setup Data for Deployment Transactions on Item Instances Flow

- 23-5 Page Setup Data for Deployment Transactions on Item Instances Flow

- 24-1 Predefined Data for Oracle Bill of Materials

- 24-2 Setup Data for Oracle Bill of Materials

- 24-3 Predefined Data for Create a Common BOM and Routing Flow

- 24-4 Setup Data for Create a Common BOM and Routin Flow

- 25-1 Profile Options for Oracle Contracts Core

- 25-2 Setup Data for Oracle Contracts Core

- 26-1 Predefined Data for Oracle Cost Management

- 26-2 Predefined Data for Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset Flow

- 26-3 Setup Data for Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset Flow

- 26-4 Predefined Data for Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset Flow

- 26-5 Setup Data for Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset Flow

- 26-6 Predefined Data for Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset Flow

- 26-7 Setup Data for Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset Flow

- 26-8 Predefined Data for Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization Flow

- 26-9 Setup Data for Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization Flow

- 26-10 Predefined Data for Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization Flow

- 26-11 Setup Data for Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization Flow

- 26-12 Predefined Data for Standard Discrete Job - Standard Costing Organization Flow

- 26-13 Setup Data for Standard Discrete Job - Standard Costing Organization Flow

- 26-14 Predefined Data for Standard Discrete Job - Average Costing Organization Flow

- 26-15 Setup Data for Standard Discrete Job - Average Costing Organization Flow

- 26-16 Predefined Data for Sales Invoice and Revenue Recognition - Standard Costing Organization Flow

- 26-17 Predefined Data for Sales Invoice and Revenue Recognition - Standard Costing Organization Flow

- 26-18 Setup Data for Sales Invoice and Revenue Recognition - Standard Costing Organization Flow

- 27-1 Predefined Data for Oracle Engineering

- 27-2 Setup Data for Oracle Engineering

- 27-3 Profile Options for Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order Flow

- 27-4 Predefined Data for Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order Flow

- 27-5 Setup Data for Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order Flow

- 27-6 Predefined Data for Create Engineering Change Order and Implement Flow

- 27-7 Setup Data for Create Engineering Change Order and Implement Flow

- 28-1 Profile Options for Oracle Enterprise Asset Management

- 28-2 Predefined Data for Oracle Enterprise Asset Management

- 28-3 Setup Data for Oracle Enterprise Asset Management

- 28-4 Setup Data for Create Work Request Flow

- 28-5 Profile Options for Creation and Completion of Work Order for Assets Flow

- 28-6 Setup Data for Creation and Completion of Work Order for Assets Flow

- 28-7 Setup Data for Asset Transactions in Inventory Forms Flow

- 28-8 Predefined Data for Creating Preventive Maintenance Schedule for Asset Number Flow

- 28-9 Setup Data for Creating Preventive Maintenance Schedule for Asset Number Flow

- 28-10 Setup Data for Generate Budget Forecast for Work Order Flow

- 28-11 Setup Data for Generate Budget Forecast for Work Order Flow

- 29-1 Predefined Data for Oracle Flow Manufacturing

- 29-2 Setup Data for Oracle Flow Manufacturing

- 29-3 Setup Data for Define Setup for Flow Routing Flow

- 29-4 Predefined Data for Flow Schedule Completion in Workstation Flow

- 29-5 Setup Data for Flow Schedule Completion in Workstation Flow

- 30-1 Profile Options for Oracle Install Base

- 30-2 Predefined Data for Oracle Install Base

- 30-3 Setup Data for Oracle Install Base

- 30-4 Setup Data for Creation of Counter with Counter Group and Counter Template Flow

- 30-5 Setup Data for Creation of Item Instance for an Internally Owned Item Flow

- 31-1 Profile Options for Oracle Inventory Management

- 31-2 Predefined Data for Oracle Inventory Management

- 31-3 Setup Data for Oracle Inventory Management

- 32-1 Predefined Data for Oracle Item Master

- 32-2 Setup for Oracle Item Master

- 32-3 Predefined Data for Create and Copy Item, Apply Template, Assign to Organization and Add Revision Flow

- 32-4 Predefined Data for Create Item With and Without Template and Assign to Organizations Flow

- 32-5 Predefined Data for Update Item Catalog, Categories and MPN through Tools Operations Flow

- 33-1 Profile Options for Oracle Landed Cost Management

- 33-2 Predefined Data for Oracle Landed Cost Management

- 33-3 Window Setup Data for Oracle Landed Cost Management

- 33-4 Page Setup Data for Oracle Landed Cost Management

- 34-1 Window Setup Data for Oracle Manufacturing Execution Systems for Discrete Manufacturing

- 34-2 Page Setup Data for Oracle Manufacturing Execution Systems for Discrete Manufacturing

- 34-3 Window Setup Data for Move Transaction with Electronic Records and Electronic Signatures Flow

- 34-4 Page Setup Data for Move Transaction with Electronic Records and Electronic Signatures Flow

- 34-5 Window Setup Data for Lot Controlled Assembly Transactions Flow

- 34-6 Page Setup Data for Lot Controlled Assembly Transactions Flow

- 35-1 Prerequisites for Oracle Manufacturing Execution System for Process Manufacturing

- 35-2 Profile Options for Oracle Manufacturing Execution System for Process Manufacturing

- 35-3 Predefined Data for Oracle Manufacturing Execution System for Process Manufacturing

- 35-4 Setup Data for Oracle Manufacturing Execution System for Process Manufacturing

- 35-5 Profile Options for Create Dispensing Setup (Organization Vs Recipe Vs Item) Flow

- 35-6 Predefined Data for Create Dispensing Setup (Organization Vs Recipe Vs Item) Flow

- 35-7 Profile Options for Control Batch Record Flow for Material Dispense Flow

- 35-8 Profile Options for Control Batch Record Flow for Batch Step Close and Re-open Flow

- 36-1 Setup Data for Create Order from Quote for a Standard Item Flow

- 36-2 Setup Data for Generate Invoice for PTO Model, ATO Model and Standard Line Flow

- 36-3 Setup Data for Verify Scheduling Dates for Sales Order by Assigning to Ship Sets Flow

- 36-4 Setup Data for Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit Flow

- 36-5 Setup Data for Verify Authorization of a Sales Order With Credit Card and Cash Flow

- 36-6 Predefined Data for Create and Verify Tax on Sales Order Flow

- 36-7 Setup Data for Create and Verify Tax on Sales Order Flow

- 36-8 Profile Options for Verify Intercompany Invoicing for Sales Order Flow

- 36-9 Setup Data for Verify Intercompany Invoicing for Sales Order Flow

- 36-10 Setup Data for Fulfillment of a Bill Only Line with Standard Item Flow

- 36-11 Setup Data for Multiple Processing Constraints Validations for a Sales Order Header and Line Flow

- 36-12 Setup Data for Verify Audit History for a Sales Order Header and Line Flow

- 36-13 Predefined Data for Create Processing Constraints for Customer PO Flow

- 36-14 Setup Data for Create Processing Constraints for Customer PO Flow

- 37-1 Profile Options for OPM Costing Distributions for Inventory Transfers across Organizations Flow

- 37-2 Window Predefined Data for OPM Costing Distributions for Inventory Transfers across Organizations Flow

- 37-3 Page Predefined Data for OPM Costing Distributions for Inventory Transfers across Organizations Flow

- 37-4 Setup Data for OPM Costing Distributions for Inventory Transfers across Organizations Flow

- 37-5 Profile Options for Oracle Process Manufacturing Execution Flow

- 37-6 Predefined Data for Oracle Process Manufacturing Execution Flow

- 37-7 Window Setup Data for Oracle Process Manufacturing Execution Flow

- 37-8 Page Setup Data for Oracle Process Manufacturing Execution Flow

- 37-9 Profile Options for Process Manufacturing Batch Creation Flow

- 37-10 Setup Data for Process Manufacturing Batch Creation Flow

- 37-11 Profile Options for Oracle Process Manufacturing Product Development Flow

- 37-12 Predefined Data for Oracle Process Manufacturing Product Development Flow

- 37-13 Setup Data for Oracle Process Manufacturing Product Development Flow

- 37-14 Setup Data for Quality Sampling for Purchase Order Receiving Flow

- 38-1 Setup Data for Create Quality Setups and Capture Quality Results Flow

- 38-2 Profile Options for Purchase Order Inspection with Quality Flow

- 38-3 Window Setup Data for Purchase Order Inspection with Quality Flow

- 38-4 Page Setup Data for Purchase Order Inspection with Quality Flow

- 39-1 Setup Data for Authoring a Contract Flow

- 39-2 Profile Options for Bank Account and Credit Card Consolidation Flow

- 39-3 Page Setup Data for Bank Account and Credit Card Consolidation Flow

- 39-4 Window Setup Data for Bank Account and Credit Card Consolidation Flow

- 39-5 Setup Data for Verify Deferred Revenue Recognition Flow

- 41-1 Window Setup Data for Oracle Shop Floor Management

- 41-2 Page Setup Data for Oracle Shop Floor Management

- 41-3 Profile Options for Move Lot Based Job Flow

- 41-4 Setup Data for Move Lot Based Job Flow

- 42-1 Profile Options for Oracle Work in Process

- 42-2 Page Predefined Data for Oracle Work in Process

- 42-3 Mobile Predefined Data for Oracle Work in Process

- 42-4 Setup Data for Oracle Work in Process

- 42-5 Predefined Data for Create, Transact and Complete Standard Discrete Job Flow

- 42-6 Setup Data for Create, Transact and Complete Standard Discrete Job Flow

- 42-7 Predefined Data for Work Order Less Completion Transactions Flow

- 42-8 Setup Data for Work Order Less Completion Transactions Flow

- 42-9 Predefined Data for Mobile Serialized Transactions Flow

- 42-10 Setup Data for Mobile Serialized Transactions Flow

- 43-1 Profile Options for Oracle Warehouse Management System

- 43-2 Profile Options for Over Pick Under Pick Without Exception Flow

- 43-3 Predefined Data for Over Pick Under Pick Without Exception Flow

- 43-4 Setup Data for Over Pick Under Pick Without Exception Flow

- 43-5 Setup Data for Work In Progress PutAway Flow

- 43-6 Setup Data for Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item Flow

- 43-7 Setup Data for Perform LPN Ship for Alias-Enabled Sub Inventory Flow

- 43-8 Profile Options for Express Return from Inventory to Supplier Flow

- 43-9 Setup Data for Pick None and Curtail Pick Exceptions Flow

- 43-10 Setup Data for Bulk Pack Cartonization Flow

- A-1 Test Flow Name Mappings

Preface

This document describes the test flows available with the Starter Pack of the Functional Testing Suite for E-Business applications. The test flows cover features of the E-Business Suite Release 12.1.3.

Audience

This document should be used by implementers and testers of E-Business Suite applications. The document can also be referenced by end users to seek details about the test flows.

Using This Guide

This guide is organized as follows:

Part I, "Introduction" introduces Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 and provides an overview of the sample flows.

Part II, "Customer Relationship Management" provides information about the test flows for Customer Relationship Management applications.

Part III, "Financials" provides information about the test flows for Financial applications.

Part IV, "Human Capital Management" provides information about the test flows for Human Capital Management applications.

Part V, "Lease Management" provides information about the test flows for Lease Management applications.

Part VI, "Procurement" provides information about the test flows for Procurement applications.

Part VII, "Projects" provides information about the test flows for Projects applications.

Part VIII, "Supply Chain Management" provides information about the test flows for Supply Chain Management applications.

Appendix A, "Test Flow Name Mappings" provides a mapping between the functional and technical names of the test flows.

In this Document

This document refers to or provides information as follows:

- The acronym OATS refers to the Oracle Application Testing Suite product.

- "Seed data" is referred to as "Predefined data".

- "Form” is referred to as "Window".

- The chapter name mirrors the exact navigation path to the test flow in Oracle Flow Builder.

- Product level prerequisites and setups are explained in the chapter overview. Flow specific details, if any, are explained along with the flow description.

- All profile options are set at User level, unless indicated otherwise for a test flow.

Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Related Documents

For more information, see the following documents in the Oracle Application Testing Suite documentation set:

- Oracle Functional Testing Flow Builder User's Guide

- Oracle Functional Testing OpenScript User's Guide

- Oracle Functional Testing OpenScript Programmer's Reference

For instructions on how to assign a responsibility, or set a profile option, see:

- Human Resources Configuring, Reporting, and System Administration Guide 12.2

Conventions

The following text conventions are used in this document:

Convention

Meaning

boldface

Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.

italic

Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.

monospace

Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

Part I

Introduction

This Part of the Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 introduces Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 and provides an overview of the sample flows.

This Part contains the following chapter:

- Chapter 1, "Introduction"

1 Introduction

This document provides information on the Starter Pack of Functional Testing Suite for Oracle E-Business Suite, Release 12.1.3, which is delivered as part of the Oracle Flow Builder module.

The document provides description of each flow, thereby providing an insight about the purpose of the flow. These test flows are built using E-Business Suite of applications on Release 12.1.3 with a sample database, which is required to run these flows. You can also modify these flows or use them as examples for creating functional test flows against your own EBS instance and database. The generated automated test scripts will run in the Oracle Functional Testing OpenScript scripting platform, which is a component of the Oracle Application Testing Suite product.

Part II

Customer Relationship Management

This Part of the Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 provides information about the flows used with Customer Relationship Management applications.

This Part contains the following chapters:

- Chapter 2, "Oracle Advanced Scheduler"

- Chapter 3, "Oracle Customer Support"

- Chapter 4, "Oracle Field Service"

- Chapter 5, "Oracle Incentive Compensation"

- Chapter 6, "Oracle iStore"

- Chapter 7, "Oracle Quoting"

- Chapter 8, "Oracle Spares Management"

- Chapter 9, "Oracle TeleSales"

- Chapter 10, "Oracle TeleService"

2 Oracle Advanced Scheduler

Oracle Advanced Scheduler is a key component that transforms field service representatives from strict service delivery agents to proactive customer relationship managers. Advanced Scheduler creates more productive and cost-effective schedules by using a set of predefined constraints and associated costs.

This chapter describes the following test flows in Oracle Advanced Scheduler:

- Create Scheduler Rule

Prerequisites

- User is logged in with Field Service Manager responsibility.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

2.1 Create Scheduler Rule

Creates a scheduler rule based on the user ID of the logged in user and also deletes the rule.

Prerequisites

- User is logged in with Field Service Manager responsibility.

Profile Options

Not applicable.

Predefined Data

Table 2-1 Predefined Data for Create Scheduler Rule Flow

Page Name

Field Name

Field Value

Create Scheduler Rule

Route Mode

Only Route (Pick schedule rule from the list)

Setup Data

Not applicable.

3 Oracle Customer Support

Customer Support is a module of Oracle TeleService. It enables support specialists to effectively create, manage, and resolve customer issues. Its components like Service Desk offers a comprehensive employee help desk solution that improves the effectiveness and quality of internal support operations. Case management is targeted to meet the needs of law enforcement agencies, human and social services organizations, and claims and benefits departments.

This chapter describes the following test flows in Oracle Customer Support:

- Create Service Request Task in Customer Support Specialist

- Create Service Request Task in Service Desk Analyst

- Create Service Request Task in Case Worker

Prerequisites

- User is logged in with Service, Standard responsibility.

- Task types and task status.

Profile Options

Table 3-1 Profile Options for Oracle Customer Support

Profile

Value

Service: Default Operating Unit

Vision Operations

Predefined Data

Table 3-2 Predefined Data for Oracle Customer Support

Page Name

Field Name

Field Value

Create Service Request

Type

Customer Call

Severity

High

Status

Open

Setup Data

Not applicable.

3.1 Create Service Request Task Customer Support Specialist

Agents can create service requests and tasks in Customer Support Specialist.

Prerequisites

Customers and contacts.

Profile Options

Not applicable.

Predefined Data

Table 3-3 Predefined Data for Create Service Request Task Customer Support Specialist Flow

Page Name

Field Name

Field Value

Update Service Request

Task Type

Activate Service

Setup Data

Not applicable.

3.2 Create SR Task Service Desk Analyst

Agents can create service requests and tasks in Service Desk Analyst.

Prerequisites

- Customers and contacts.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 3-4 Setup Data for Create SR Task Service Desk Analyst Flow

Page Name

Field Name

Field Value

Agent Dashboard

Search key----Employee Name: Value

A Bakker (Pick appropriate resource)

3.3 Create SR Task Case Worker

Agents can create cases and tasks in Case Worker.

Prerequisites

- Case types or service request types.

- Task types and task status.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

4 Oracle Field Service

Oracle Field Service helps users by automating the process of dispatching field technicians to service calls in remote locations based on their qualification, availability, and geographic relevance.

4.1 Oracle Field Service Dispatch Center

The Oracle Field Service Dispatch Center is a one stop dashboard and workbench for dispatchers. It assists with planning, scheduling, committing, monitoring, and adjusting field service activities and schedules.

This chapter describes the following test flows in Oracle Field Service Dispatch Center:

- Schedule Task with Intelligent Mode

- Schedule Task with Autonomous Scheduler

Prerequisites

- Field service dispatcher role is assigned to Field Service Manager responsibility.

- Logged in user, Operations, is assigned to Field Service Manager responsibility.

Profile Options

Table 4-1 Profile Options for Oracle Field Service Dispatch Center Flow

Profile

Value

CSF: Scheduler Active

Yes

CSF: Dispatch Center Auto Refresh Period

0

Predefined Data

Not applicable.

Setup Data

Not applicable.

4.1.1 Schedule Task with Intelligent Mode

Schedules a field service task from Dispatch Center in Intelligent Mode; uses territory qualifiers as the selection criteria for picking up the eligible resources. Creates a service request and a task of type Field Service for a customer and generates trips for all the resources before scheduling the task.

Prerequisites

- A resource with Field Service Technician role and associated to a territory and calendar.

Profile Options

Table 4-2 Profile Options Schedule Task with Intelligent Mode Flow

Profile

Value

CSF: Default Dispatch Center Display

Detail Tabbed

CSF: Default Scheduling Type

Assisted

CSF: Default Planned Task status for planned task

Planned

CSF: Default "In planning" task status

In Planning

Predefined Data

Not applicable.

Setup Data

Not applicable.

4.1.2 Schedule Task with Autonomous Scheduler

Schedules all the tasks in the Inbox of Dispatch Center through background process, creates a service request and a field service task. The process is verified through the completion of concurrent request "Select and schedule tasks automatically".

Prerequisites

- A resource with Field Service Technician role and associated to a territory and calendar.

- The scheduler rule dashboard contains a rule with the user login and with Preferred Territory Resources set to Yes.

Profile Options

Table 4-3 Profile Options for Schedule Task with Autonomous Scheduler Flow

Profile

Value

CSF: Default Planned Task status for planned task

Planned

CSF: Default "In planning" task status

In Planning

Predefined Data

Table 4-4 Predefined Data for Schedule Task with Autonomous Scheduler Flow

Window Name

Field Name

Field Value

Window Name

Field Name

Field Value

Create Service Request - Task Tab

Task Type

Dispatch

Setup Data

Not applicable.

4.2 Oracle Field Service Portal

Oracle Field Service Portal has a full range of debrief capabilities to support call closure and reporting time, parts, and expenses associated with task execution.

This chapter describes the following test flows in Oracle Field Service Portal:

- Post Debrief Install Lines

- Field Service Technician Portal Receive Parts

Prerequisites

- At least one resource with Field Service Technician role and Field Service Technician Portal responsibility.

- A resource associated with the user ID and added to the calendar and territory.

Profile Options

Table 4-5 Profile Options for Oracle Field Service Portal Flow

Profile

Value

MO: Default Operating Unit

Vision Operations

MO: Operating Unit

Vision Operations

Predefined Data

Table 4-6 Predefined Data for Oracle Field Service Portal Flow

Page Name

Field Name

Field Value

Field Service Technician Dashboard

Task Status

Accepted

Setup Data

Not applicable.

4.2.1 Post Debrief Install Lines

Creates debrief material install line with line type order for all the transactions where the item is installed at the customer site.

Prerequisites

- User assigned to sub inventory is provided with on hand quantity for the item used in the flow.

- Business Process with a service activity code in Charges module.

- Inventory accounting periods for the corresponding period of the flow in Open status.

- The following setups for the item used as part of the flow in Inventory module:

- The Service Billable attribute set to Material.

- The Item Transactable check box is selected.

- If the item used in the flow is a trackable item, the instance numbers are already generated.

- Price lists associated with the item.

Profile Options

Table 4-7 Profile Options for Post Debrief Install Lines Flow

Profile

Value

CSF: Disable HTML Debrief

No

CSF: Default Debrief Business Process

Field Service

CSF: Default Debrief Service Activity Code

Install

CSF: Inventory Organization ID

Vision Operations

Predefined Data

Table 4-8 Predefined Data for Post Debrief Install Lines Flow

Page Name

Field Name

Field Value

Update Task Debrief tab

Debrief Status

Completed

Setup Data

Not applicable.

4.2.2 Field Service Technician Portal Receive Parts

Field Service Technician Portal Receive Parts functionality supports receiving parts to the destination sub-inventory in one transaction. This transaction receives the quantity to a default destination sub-inventory.

Prerequisites

- Shipping network setup between source and destination organizations.

- Internal Order Required check box is selected.

- Source to destination (exact or region) entry in delivery time UI.

- In Planners Desktop, warehouse is defined as Manned.

Profile Options

Table 4-9 Profile Options for Field Service Technician Portal Receive Parts Flow

Profile

Value

CSP: Part Search Method

Inventory

Predefined Data

Table 4-10 Predefined Data for Field Service Technician Portal Receive Parts Flow

Page Name

Field Name

Field Value

Part Requirement

Status

Ordered

Inbound Reservations and Orders

Confirmation message

Parts received successfully

Setup Data

Not applicable.

4.3 Oracle Field Service Wireless

Oracle Field Service Wireless is for field service representatives using mobile devices that have a continuous connection to the CRM enterprise applications. The field service representatives connect to this application by choosing a URL on their mobile device's web browser. Once connected to the database, users interact with the browser based application on the mobile device.

This chapter describes the following test flows in Oracle Field Service Wireless:

- Post Debrief Labor Lines

- Create Reservation Parts Search

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

4.3.1 Post Debrief Labor Lines

Creates and posts a debrief labor line from Field Service Wireless application to record time spent on a task by the technician.

Prerequisites

- Business process with a service activity code in Charges module.

Profile Options

Table 4-11 Profile Options for Post Debrief Labor Lines Flow

Profile

Value

CSF: Allow Overlapping Labor Lines for Debrief

Yes

CSF:Default Service Activity Code for Labor

FS_Labor

CSF: Debrief Service Date Validation

Between service request incident time and current time

Predefined Data

Table 4-12 Predefined Data for Post Debrief Labor Lines Flow

Page Name

Field Name

Field Value

Labor Line

Debrief Status

Completed

Setup Data

Not applicable.

4.3.2 Create Reservation Parts Search

Sourcing of parts for a task can be done through either Internal Order or Reservation. When the parts requested for a task are available in the Technician trunk itself, then reservation should be created. This ensures that the part is forbidden for usage in other tasks.

Prerequisites

- Shipping network between source and destination organizations.

- Internal Order Required check box is deselected in Shipping Network form.

- Source to destination (exact or region) entry in Delivery Time UI.

- In Planners Desktop, warehouse is defined as Manned.

Profile Options

Table 4-13 Profile Options for Create Reservation Parts Search Flow

Profile

Value

CSP: Part Search Method

Inventory

Predefined Data

Table 4-14 Predefined Data for Create Reservation Parts Search Flow

Page Name

Field Name

Field Value

Parts Search

Order Status

Item Reserved

Setup Data

Not applicable.

5 Oracle Incentive Compensation

Oracle Incentive Compensation is a sophisticated application that helps enterprises manage their business objectives by controlling the way they compensate their sales forces. Oracle Incentive Compensation is designed to calculate and pay compensation to salespeople (resources). It is flexible enough to compensate, vendors, suppliers, and partners.

This chapter describes the following test flows in Oracle Incentive Compensation:

- Create Role Group Resource

- Create Rate Table

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

5.1 Create Role Group Resource

Creates roles of type Sales Compensation, and groups having usage as Sales Compensation. Creates resources, and quota sales credits are added to resources to convert them from resources to sales representatives. Finally these resources are assigned with the above created role and associated to the above created group.

Prerequisites

- User is logged in with the CRM Resource Manager responsibility.

Profile Options

Not applicable.

Predefined Data

Table 5-1 Predefined Data for Create Role Group Resource Flow

Window Name

Field Name

Field Value

Resource

Category LOV

Other (It can be an Employee, if created in HRMS and imported in CRM Resource Manager application)

Resource - Receivables tab

Sales Credit Type

Quota Sales Credit

Resource - Roles tab

Role Type

Sales Compensation

Setup Data

Table 5-2 Setup Data for Create Role Group Resource Flow

Window Name

Field Name

Field Value

Resource - Receivables tab

Operating Unit

Vision Operations

5.2 Create Rate Table

Creates rate dimension of type Percent with a single tier, and rate table of type Percent. The rate dimension is mapped to the rate table and rates are updated for the rate table.

Prerequisites

- Logged in user has Plan Administrator responsibility.

Profile Options

Not applicable.

Predefined Data

Table 5-3 Predefined Data for Create Rate Table Flow

Page Name

Field Name

Field Value

Create Rate Dimension

Type

Percent

Create Rate Table

Rate Type

Percent

Setup Data

Not applicable.

6 Oracle iStore

Oracle iStore allows businesses from all industries to establish business-to-business (B2B) and business-to-consumer (B2C) electronic commerce (e-commerce). Oracle iStore provides merchants with an easy-to-use interface for setting up Internet-based sites that capture and process customer orders. In addition, integration with other Oracle applications provides a broad range of e-commerce capabilities.

This chapter describes the following test flows in Oracle iStore:

- Checkout

- Direct Item Entry

- Save Cart

- Shopping Cart Share Cart

- Shopping Cart Save to List

Prerequisites

- The predefined and newly registered B2B and B2C users have the access to list of mini sites.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

6.1 Checkout

Adds an item to the shopping cart, checks it out and places order for B2B and B2C users. During checkout process user can select the Bill To and Ship To address, payment method, shipping method, end customer information, and terms and conditions, and review order details.

Prerequisites

- Default values of bill to, ship to, payment method, shipping method, end customer information, terms and conditions for B2B and B2C users are set up.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 6-1 Setup Data for Checkout Flow

Page Name

Field Name

Field Value

Site-Home

Vision Pad DX - Mobile Computer

By clicking on Add to Cart, this item can be added to the shopping cart.

6.2 Direct Item Entry

Enters an item in the shopping cart, checkout and then place order.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 6-2 Setup Data for Direct Item Entry Flow

Page Name

Field Name

Field Value

Site: Direct Item Entry

Inventory Part Number

AS72111. Items can be Standard Or Model. A model item needs to be configured after adding it to the shopping cart.

6.3 Save Cart

Enters the name for the cart and saves the cart.

Prerequisites

- Item is standard or model.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

6.4 Shopping Cart Share Cart

Saves shopping cart, shares cart and stops sharing the carts.

Prerequisites

- Saved carts are listed in the carts.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 6-3 Predefined Data for Shopping Cart Share Cart Flow

Page Name

Field Name

Field Value

Site: Search and Select Members

Results - Amy Miller

Select the checkbox for "Amy Miller"

6.5 Shopping Cart Save to List

Saves to shopping list and adds the item from shopping list to the shopping cart.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

7 Oracle Quoting

Oracle Quoting is an automated sales quote generation application that enables the easy, consistent and secure creation and management of customer quotes across the following customer interaction channels - field sales, telesales, e-commerce and business partners. Sales representatives using Oracle Quoting can submit a quote as an order, perform manual price overrides, and create new customer information.

This chapter describes the following test flows in Oracle Quoting:

- Create Quote Lines with Different Shipping and Billing Details at Header and Lines

- Create Quotes with Multiple Template Form

- Copy Quote with All Quote Information

Prerequisites

- Logged in user has the Quoting User, Quoting Sales Agent, and Quoting Sales Manager responsibility.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

7.1 Create Quote with Different Shipping and Billing Details

Creates a quote which has different shipping and billing details at header and line levels.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 7-1 Predefined Data for Create Quote with Different Shipping and Billing Details Flow

Page Name

Field Name

Field Value

Payment or Shipping

Payment Type

Credit Card

Credit Card Brand

Visa

Requested Date Type

Arrival

Shipping Priority

High Priority

Freight Terms

Collect

FOB

Buyer

Quote Lines or Bill to, Payment

Payment Type

Check

Quote Lines or Ship To

Shipping Priority

High Priority

Demand Class

Central US

Setup Data

Table 7-2 Setup Data for Create Quote with Different Shipping and Billing Details Flow

Page Name

Field Name

Field Value

Quote Lines

Product

AS54888 (Can be Standard or Model item)

Payment or Shipping

Shipping Method

USPS (United States Postal Service)

Quote Lines or Ship To

Shipping Priority

High Priority (Pick appropriate shipping priority)

7.2 Create Quote with Multiple Templates Form

In Oracle Quoting, you can create quote templates that specify products and quantities, thus automating recurrent quote content. For configured products, add a product to your template, launch configurator and save the resulting configuration in the template. You can also add service products to templates.

Creates a quote by selecting multiple quote templates to verify the ability to apply one or more quote templates to the quote.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

7.3 Copy Quote with All Quote Information

In Oracle Quoting, one can copy existing quotes to create new quotes. Copies a quote with all the information, to a new quote for a different customer. All the options are selected while copying a quote.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

8 Oracle Spares Management

Oracle Spares Management is positioned in the Oracle Field Service solution as a product providing both logistics and inventory planning functionality to manage a service parts inventory.

This chapter describes the following test flows in Oracle Spares Management:

- Create Parts Requirement and Internal Order through Parts Search

- Return Defective Parts with Return Routing Rule

- Create Supersession and Internal Order

Prerequisites

- User is logged in with Field Service Manager responsibility.

Profile Options

Table 8-1 Profile Options for Oracle Spares Management

Profile

Value

MO: Default Operating Unit

Vision Operations

MO: Operating Unit

Vision Operations

CSP: Order Type

Order Only

Predefined Data

Not applicable.

Setup Data

Not applicable.

8.1 Create PR and IO through Parts Search

Creates part requirement for a resource and item, and creates internal order for the required item though parts search method.

Prerequisites

- Source organization is added as manned warehouse in Planner's Desktop.

- Resource with sub inventory and primary address in Addresses and Sub inventories form.

- Shipping network between source and destination organizations.

- Internal Order Required check box selected in Shipping Network UI from source organization to destination organization.

- Delivery time for the shipping method with lead time from the source organization.

- Item is assigned to both source and destination organizations.

- Open inventory accounting periods for both source and destination organizations.

Profile Options

Not applicable.

Predefined Data

Table 8-2 Predefined Data for Create PR and IO through Parts Search Flow

Window Name

Field Name

Field Value

Planning

Stocking Site Type

Manned warehouse

Define Delivery Time

Lead Time

1

Define Delivery Time

Lead time UOM

Day

Setup Data

Not applicable.

8.2 Return Defective Parts with RRR

Creates excess quantity for an item and then returns defective parts from source organization to return organization by defining return routing rules.

Prerequisites

- Source organization and destination organization are defined in Planner's Desktop.

- Open inventory accounting periods for both source and destination organizations.

- Internal Order Required checkbox deselected in shipping network UI, from source organization to destination organization.

Profile Options

Not applicable.

Predefined Data

Table 8-3 Predefined Data for Return Defective Parts with RRR Flow

Window Name

Field Name

Field Value

Shipping Networks

Transfer Type

In transit

FOB

Receipt

Receipt Routing

Standard

Internal Order Required

No

Setup Data

Not applicable.

8.3 Create Supersession and IO

Creates new supersession relationship for an item and creates internal order for the superseded item.

Prerequisites

- Superseded item is assigned to the source and destination organization.

- Source organization and destination organization are defined in Planner's Desktop.

- Shipping network between source and destination organizations.

- Internal Order Required check box is selected in shipping network UI, from source organization to destination organization.

- Delivery time is defined for the shipping method with proper lead time from the source organization.

- Open inventory accounting periods for both source and destination organizations.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

9 Oracle TeleSales

Oracle TeleSales is an application designed for telesales agents, and provides a set of tools to manage the sales cycle, from prospects to booked orders. The E-Business Center within Oracle TeleSales offers a cross-application desktop for all Oracle call center applications, and provides elements of Service and Collections for a comprehensive customer view.

This chapter describes the following test flows in Oracle TeleSales:

- Operations in Sales Lead Center

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

9.1 Operations in Sales Lead Center

Sales lead center is used to manage the details of a specific lead. It is used to create new leads or to add more detail to leads, which have been created using the E-Business center. Creates a lead and adds a product to this lead. It converts the lead to an opportunity and searches and declines a lead.

Prerequisites

- User is logged in with the Telesales Agent responsibility.

- A sales person, having Sales Representative role and associated to a group having Sales and Telesales usage.

- Customer or party, with address and account number.

- Opportunity is created for the customer or party.

Profile Options

Table 9-1 Profile Options for Operations in Sales Lead Center Flow

Profile Name

Profile Value

Level

OTS: Default User Role

A Sales or Telesales role that the user is assigned with. For example, Telesales Agent

OTS: Default User Sales Group

A group having Sales and Telesales usage. For example, Industry Accounts

OS: Enable Real Time Lead Assignment

No

Site

Predefined Data

Table 9-2 Predefined Data for Operations in Sales Lead Center Flow

Window Name

Field Name

Field Value

Lead Center

Party Type LOV

Organization

Status LOV

New

Decline Lead

Decline Reason LOV

Assign Error (Pick appropriate status)

Setup Data

Not applicable.

10 Oracle TeleService

Oracle TeleService automates not just the call center but the whole problem resolution process from the time a customer calls in, sends an e-mail, or enters a service request on the web. Agents can use Oracle Teleservice to update customer records, validate product ownership and contract coverage, provide proactive and personalized customer service, and resolve many problems during the initial contact, using a knowledge base.

This chapter describes the following test flows in Oracle TeleService:

- Create Service Request for Customer Organization and Employee Contact

- Create, Update, Audit and Validate Task

- Create Charge Lines and Orders

Prerequisites

- User is logged in with Service, Standard responsibility.

Profile Options

Table 10-1 Profile Options for Oracle TeleService

Profile

Value

Service: Default Operating Unit

Vision Operations

Predefined Data

Table 10-2 Predefined Data for Oracle TeleService

Window Name

Field Name

Field Value

Service Request

Type

Customer Call

Severity

High

Status

Open

Setup Data

Not applicable.

10.1 Create Service Request for Customer Organization and Employee Contact

Creates service request with customer type organization and person with different contact types (customer and employee contact types). Associates product information to service request. Attaches file to service request. Copy service request linking the original to the new service request. The different types of links are reference, caused by and duplicate links.

Prerequisites

- Customers and contacts.

Profile Options

Table 10-3 Profile Options for Create Service Request for Customer Organization and Employee Contact Flow

Profile

Value

Service: Inventory Validation Organization

Vision Operations

Predefined Data

Table 10-4 Predefined Data for Create Service Request for Customer Organization and Employee Contact Flow

Window Name

Field Name

Field Value

Service Request

Customer Type

Person

Customer Type

Organization

Setup Data

Not applicable.

10.2 Create, Update, Audit and Validate Task

Creates field service and non field service tasks for a service request. Creates debrief lines for a field service task. Posts debrief lines to generate charge lines. Submits the charge lines to Oracle Order Management for creation of sales orders. Creates, audits and validates tasks.

Prerequisites

- The user is assigned to a sub inventory that is provided with available on hand quantity for the item.

- Business Process with service activity code in Charges module.

- Inventory accounting periods for the corresponding period, in Open status.

- Following setups done for the item used, as part of the flow in Inventory module:

- The Service Billable attribute is set to Material.

- The Item Transactable check box is selected.

- If the item used in the flow is a trackable item, the instance numbers are generated.

- Price lists are associated with the item.

Profile Options

Table 10-5 Profile Options for Create, Update, Audit and Validate Task Flow

Profile

Value

CSF: Disable HTML Debrief

No

CSF: Default Debrief Business Process

Field Service

CSF: Default Debrief Service Activity Code

Install

CSF: Inventory Organization ID

Vision Operations

Predefined Data

Table 10-6 Predefined Data for Create, Update, Audit and Validate Task Flow

Window Name

Field Name

Field Value

Service Request - Tasks tab

Task Type

Follow up Action

Task Type

Dispatch

Setup Data

Not applicable.

10.3 Create Charge Lines and Orders

Creates different types of charge lines for service requests and submits charge lines to Oracle Order Management. Creates estimate charge lines and converts estimate to actual charge lines through Charges form and Charges and Service Logistics page. Creates material, labor, expense lines, and install base order and return lines using Charges form and Charges and Service Logistics page.

Prerequisites

- Service activity code is created for billing type Material or Labor or Expense with Mixed order type, and is associated to business process.

- Following setups are done for the item used as part of the flow in inventory module:

- The Service Billable attribute is set to Material.

- The Item Transactable check box is selecetd.

- If the item used in the flow is a trackable item, the instance numbers are generated.

- Price lists are associated with the item.

Profile Options

Not applicable.

Predefined Data

Table 10-7 Predefined Data for Create Charge Lines and Orders Flow

Window Name

Field Name

Field Value

Service Request - Charges tab

Charge line

Estimate ( Pick valid charge line from list )

Charge line

Actual

Setup Data

Table 10-8 Setup Data for Create Charge Lines and Orders Flow

Window Name

Field Name

Field Value

Service Request - Charges tab

Operating Unit

Vision Operations

Service Activity

CHRT_Exp1202121376

Business Process

Service Charges1202121533

Service activity

CHRT_Lab1202121367

Service activity

CHRT_Mat1202121386

Part III

Financials

This Part of the Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 provides information about the flows used with Financials applications.

This Part contains the following chapters:

- Chapter 11, "Oracle Payables"

- Chapter 12, "Oracle Receivables"

11 Oracle Payables

Oracle Payables improves margins, instills corporate and fiscal discipline, and optimizes business relationships. Oracle Payables works seamlessly with other Oracle E-Business Suite products to drive better decision-making, sustainable financial discipline, regulatory compliance, and optimized business processes at the lowest cost. Oracle Payables has a highly responsive, multi-window graphical user interface (GUI) with complete point and click capability.

This chapter describes the following test flows in Oracle Payables:

- Create and Pay a Standard Invoice with Distribution Set

- Recurring Invoices with Distribution Set

- Create Standard Invoice

- Creation of Interest Invoice

- Create Credit Memo and Match it to a Standard Invoice

- Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines

- Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax

- Create a Standard Invoice with AWT, Generate AWT Invoice at Validation

- Create a Standard Invoice with AWT, Generate AWT Invoice at Payment

- Match a Standard Invoice and Match it to a Receipt

- Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts)

- Create Invoice Batch with Credit Memo and Standard Invoice

Prerequisites

- Purchasing periods are open for the current date.

- Inventory accounting periods are open for the current date.

- GL periods are open for the current date.

- Payables periods are open for the current date.

- Supplier Advanced Network Devices.

Profile Options

Table 11-1 Profile Options for Oracle Payables

Profile Name

Profile Value

AP: Use Invoice Batch Controls

No

POS: SM: Enable Supplier Profile Management Extension

No

POS: SM: Supplier Data Hub Configuration

None

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.1 Create and Pay a Standard Invoice with Distribution Set

Creates and pays a standard invoice with full distribution set and allocates a freight amount to the distribution set.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.2 Recurring Invoices with Distribution Set

Recurring invoices with distribution set defines a recurring invoice calendar, enters a recurring invoice and validates the invoice.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.3 Create Standard Invoice

Creates a standard invoice through the invoice gateway.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.4 Creation of Interest Invoice

Creates an invoice and makes payment of the invoice beyond due date, and queries the invoice.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.5 Create Credit Memo and Match it to a Standard Invoice

Creates a credit memo and matches it to a standard invoice using Quick Credit.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.6 Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines

Creates and makes prepayment and applies it to standard invoice with multiple lines. Does not distribute the prepayment application to any specific invoice line.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.7 Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax

Creates and makes prepayment and applies it to a standard invoice, both prepayment and invoice having line level tax.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.8 Create a Standard Invoice with AWT, Generate AWT Invoice at Validation

Creates a standard invoice with AWT at invoice header and automatically generates AWT invoice during validation.

Prerequisites

- Tax code with standard type, flat rate and withholding tax group.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.9 Create a Standard Invoice with AWT, Generate AWT Invoice at Payment

Creates a standard invoice with AWT at invoice header and automatically generates AWT invoice on payment.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.10 Match a Standard Invoice and Match it to a Receipt

Creates a three way purchase order, creates a receipt, and matches a standard invoice to the receipt.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.11 Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts)

Creates payment terms, creates a standard invoice, verifies payment schedules and validates the invoice.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

11.12 Create Invoice Batch with Credit Memo and Standard Invoice

Creates an invoice batch with credit memo and standard invoice, and runs the Payment Process request with the batch name.

Prerequisites

None.

Profile Options

Table 11-2 Profile Options for Create Invoice Batch with Credit Memo and Standard Invoice Flow

Profile Name

Profile Value

Level

AP: Use Invoice Batch Controls

Yes

User

Predefined Data

Not applicable.

Setup Data

Not applicable.

12 Oracle Receivables

Oracle Receivables allows you to streamline invoicing, receipt, and customer deduction processing while improving cash flow, optimizing customer relationships, and providing strategic information. As a sub ledger, Oracle Receivables provides the flexibility to meet the demands of a global market with strong financial controls to assist in instilling corporate and fiscal discipline.

This chapter describes the following test flows in Oracle Receivables:

- Create Receipt and Take Earned Discount

- Create Receipt and Clear using Cash Management

- Create Standard Receipt Reversal

- Create Invoice with 'In Advance' Accounting Rule

- Create Debit Memo Receipt Reversal

- Create Invoice with Split Payment Term and Apply Credit Memo

- Create Adjustment - within Approval Limits

- Create Invoice with Document Number when Saved

- Create Deposit and Attach to Invoice

Prerequisites

None.

Profile Options

Table 12-1 Profile Options for Oracle Receivables

Profile Name

Profile Value

POS: SM: Enable Supplier Profile Management Extension

No

POS: SM: Supplier Data Hub Configuration

None

Predefined Data

Not applicable.

Setup Data

Table 12-2 Setup Data for Oracle Receivables

Window Name

Field Name

Field Value

AutoAccounting

Type: Factored Bills Receivable

01 000 1245 0000 000

Type: Bills Receivable

01 000 1220 0000 000

Type: Remitted Bills Receivable

01 000 1245 0000 000

Type: Unpaid Bills Receivable

01 000 1220 0000 000

Type: Freight

01 430 7220 0000 000

Type: Receivable

01 000 1210 0000 000

Type: Revenue

01 000 1150 0000 000

Type: AutoInvoice Clearing

01 000 1222 0000 000

Type: Tax

01 000 5110 0000 000

Type: Unbilled Receivable

01 000 1232 0000 000

Type: Unearned Revenue

01 000 2550 0000 000

12.1 Create Receipt and Take Earned Discount

Creates payment term without discount, creates invoice and receipt, and takes earned discount. Verifies invoice balance and receipt accounting.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

12.2 7 Create Receipt and Clear using Cash Management

Creates a receipt class method by matching, creates invoices, creates receipts, verifies receipt accounting, clears receipt through cash management, and verifies receipt accounting.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

12.3 Create Standard Receipt Reversal

Creates receipt, reverses receipt, and verifies invoice balance and receipt accounting.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

12.4 Create Invoice with 'In Advance' Accounting Rule

Creates accounting rule, raises an invoice on the customer with in-advance invoicing rule. Runs Revenue Recognition program and verifies accounting.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

12.5 Create Debit Memo Receipt Reversal

Creates transaction type, creates invoice, creates receipt and reverse receipt, and verifies receipt accounting, invoice balance and debit memo balance.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

12.6 Create Invoice with Split Payment Term and Apply Credit Memo

Creates invoice with split payment term, verifies invoice balance, and applies credit memo to invoice.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

12.7 Create Adjustment - within Approval Limits

Creates receivable activity for adjustment, creates invoice and adjusts it, and verifies the invoice and adjustment accounting.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

12.8 Create Invoice with Document Number when Saved

Creates transaction type, sets document sequence, defines category, creates invoice, and verifies the generated document.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

12.9 Create Deposit and Attach to Invoice

Creates transaction type for deposit, creates deposit, raises an invoice on the customer, and applies the deposit. Verifies deposit balance, creates accounting, creates receipt and applies to deposit. Verifies deposit balance and receipt accounting.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

Part IV

Human Capital Management

This Part of the Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 provides information about the flows used with Human Capital Management applications.

This Part contains the following chapter:

- Chapter 13, "Oracle Human Resources"

13 Oracle Human Resources

Oracle Human Resources (HR) enables the efficient management of workforce data and supports all standard HR activities, including workforce organization, development, and measurement.

This chapter describes the following test flows in Oracle Human Resources:

- Create a Location

- Create a Organization

- Create an Organization Hierarchy

- Create a Grade

- Create Grade Rate

- Create Job Group

- Create a Job

- Create a Position

- Create a Position Hierarchy

- Create an Applicant

- Create an Employee

- Create a Contingent Worker

- Create Person Multiple Assignments

- Update Phone for an Employee

- Hire an Applicant as an Employee

- Terminate an Employee

- Terminate a Contingent Worker

- Reverse Employee Termination

- Rehire as an Employee

- Rehire as a Contingent Worker

- Create an Employee using Template

- Rehire as an Employee using Template

- Create a Contingent Worker using Template

- Terminate a Contingent Worker using Template

- Add Person Phone Details

- Create a Competence Profile

- Add Person Qualifications

- Enter Work Preferences

- Create Person Absence

- Enter Performance Ratings for an Employee

- Enter Person Secondary Address

- Change Job in Person Assignment

- Change Location in Person Assignment

- Change Organization in Person Assignment

- Change Supervisor in Person Assignment

- Change Assignment Category in Person Assignment

- Change Salary in Person Assignment

- Assign Security Profile

13.1 Create a Location

Creates a new location by providing the name, description and address details.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.2 Create an Organization

Creates a new organization by providing the name, From and To dates, location and organization classification.

Prerequisites

- Location.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.3 Create an Organization Hierarchy

Creates an organization hierarchy by providing the name, version number and organization name.

Prerequisites

- Two or more HR organizations.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.4 Create a Grade

Create a new grade by providing the sequence number, range, level and region.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.5 Create Grade Rate

Creates grade rate by creating a grade and then providing units, grade name, currency, and minimum and maximum values.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.6 Create Job Group

Creates job group by providing the group name and flex field structure.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.7 Create a Job

Creates a job by providing the job group, code, name and From date.

Prerequisites

- Job group.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.8 Create a Position

Creates a new position by providing the name, start date, type, organization, job, and hiring status.

Prerequisites

- Job.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.9 Create a Position Hierarchy

Creates a new position and provides the hierarchy name, number, From date and name of the manager.

Prerequisites

- Two or more positions.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.10 Create an Applicant

Creates a person by providing name, title and gender. Subsequently, selects Create Applicant from list of actions and provides the social security number (SSN), date of birth and status.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.11 Create an Employee

Creates an employee by providing the title, name, gender, action as Create Employment, person type as Employee, SSN, date of birth, location details of residence and office, and medical details.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.12 Create a Contingent Worker

Creates a contingent worker by providing the title, name, person type as Contingent Worker, SSN, date of birth and status.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.13 Create Person Multiple Assignments

Creates a person with employment details, and provides the organization, multiple assignments, name and worker number.

Prerequisites

- Person of type Employee or Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.14 Update Phone for an Employee

Creates a person with phone details. Updates the phone with phone number and From date.

Prerequisites

- Employee with phone details.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.15 Hire an Applicant as an Employee

Creates a person and selects the Create Applicant action. Updates the applicant's application by selecting the status as Accepted and selecting the Hire Applicant action.

Prerequisites

- Person of type Applicant.

- Accepted application.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.16 Terminate an Employee

Creates a person and provides the employment details. Selects End Employment from Find and provides termination details.

Prerequisites

- Person of type Employee.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.17 Terminate a Contingent Worker

Creates a contingent worker and terminates the worker by searching the person and providing the actual termination date.

Prerequisites

- Person of type Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.18 Reverse Employee Termination

Creates a person and provides the employment details, and terminates the employee. Selects reverse termination to reverse the employee termination.

Prerequisites

- Person of type Employee.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.19 Rehire as an Employee

Creates a person and provides the employment details and terminates the employee. Searches for the person and selects Create employment action and provides the person type for action as Employee.

Prerequisites

- Person of type Ex-Employee.

- Ex-Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.20 Rehire as a Contingent Worker

Creates a person and provides the contingent worker details and terminates the contingent worker. Searches for the person and selects the Create Placement action and provides the person type for action as Contingent Worker.

Prerequisites

- Person of type Ex-Employee.

- Ex-Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.21 Create an Employee using Template

Creates an employee using a template and by providing the title, name, gender, person type as Employee, assignment status and organization.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.22 Rehire as an Employee using Template

Creates a person and provides the employment details and terminates the employee. Provides the person's last name, start date, type as Employee and action as Hire into Job.

Prerequisites

- Person of type Ex-Employee.

- Ex-Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.23 Create a Contingent Worker using Template

Creates a contingent worker using a template and by providing the title, name, start date, address and organization.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.24 Terminate a Contingent Worker using Template

Creates a contingent worker. Terminates the person by providing the last name, actual termination date and selecting the termination person type as Ex-contingent Worker.

Prerequisites

- Person of type Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.25 Add Person Phone Details

Creates a person and provides the phone number and From date values.

Prerequisites

- Person of any person type.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.26 Create a Competence Profile

Creates an employee and selects Competence Profile. Provides the current competency detail which includes the competency, proficiency level and From date.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.27 Add Person Qualifications

Creates a person and provides the qualification type for the person.

Prerequisites

- Person of any person type.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.28 Enter Work Preferences

Creates an employee and provides the relocation preference for the person.

Prerequisites

- Person of any person type.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.29 Create Person Absence

Creates a person and update the address, assignment details and selects Absence. Provide the type, and date and time details of projected start and end, and the actual start and end dates.

Prerequisites

- Person of type Employee or Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.30 Enter Performance Ratings for an Employee

Creates an employee and selects Assignment tab. Provides the date, location and rating for the performance.

Prerequisites

- Person of type Employee.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.31 Enter Person Secondary Address

Creates a person with an address. Provides the city, state, zip code, country, and phone and From date for the secondary address.

Prerequisites

- Person of any person type.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.32 Change Job in Person Assignment

Creates an employee and attaches assignments. Searches for the person and in the assignment, provides the job and position.

Prerequisites

- Person of type Employee or Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.33 Change Location in Person Assignment

Creates a person with employment details. Searches for the person and provides the location for changing the location.

Prerequisites

- Person of type Employee or Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.34 Change Organization in Person Assignment

Creates a person with employment details and assign an organization. Searches for the person and provides the organization name.

Prerequisites

- Person of type Employee or Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.35 Change Supervisor in Person Assignment

Creates a person with employment details and assigns a manager. Searches for the person and provides the manager name.

Prerequisites

- Person of type Employee or Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.36 Change Assignment Category in Person Assignment

Creates a person with part time employment details. Searches for the person and changes the assignment category to Full time- Regular.

Prerequisites

- Person of type Employee or Contingent Worker.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.37 Change Salary in Person Assignment

Creates a person with employment details on annual salary basis. Updates the salary details by providing From date, new salary, change amount, and status.

Prerequisites

- Person of type Employee.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

13.38 Assign Security Profile

Enters the user, application, responsibility, business group, security profile and start date.

Prerequisites

- Person of type Employee.

- Enable Multiple Security Groups process is executed to configure the security groups.

Profile Options

Table 13-1 Profile Options for Assign Security Profile Flow

Profile Name

Profile Value

Profile Level

Enable Security Groups

Yes

Site

Predefined Data

Not applicable.

Setup Data

Not applicable.

Part V

Lease Management

This Part of the Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 provides information about the flows used with Lease Management applications.

This Part contains the following chapter:

- Chapter 14, "Oracle Lease and Finance Management"

14 Oracle Lease and Finance Management

Oracle Lease and Finance Management, an Oracle E-Business Suite application, integrates Oracle Financials applications and is designed to meet the business requirements of asset-based finance companies spanning the entire lease life cycle. The Oracle Lease and Finance Management solution extends from lease origination to contract termination and asset disposition.

This chapter describes the following test flows in Oracle Lease and Finance Management:

- Lease Booking to Expiry

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

14.1 Lease Booking to Expiry

The lease booking to expiry flow covers lease accruals, invoice generation and receipt application transactions.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 14-1 Setup Data for Lease Booking to Expiry Flow

Page Name

Field Name

Field Value

Comments

Create or Update Contract

Customer

OLFM_Customer

Product

BASE TEST OP_ISG1

Product is in Approved status and has the required Stream Generation Template and Accounting Template Set setups.

Item

IT Magna 17 inches flat screen monitor

Create or Update Asset

FA Location

USA.CA.SAN DIEGO.1

Asset Category

COMPUTER EQUIPMENT.PC

Depreciation Method

STL

Asset Tax Book

LEASEQA RPT1

Create Payment

Stream Type

RENT QA

Create Manual Receipt

Receipt Method

Check - BofA

Receipt method should be associated with a receipt class which has Creation Method = Manual and has bank accounts defined against it for the operating unit.

Part VI

Procurement

This Part of the Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 provides information about the flows used with Procurement applications.

This Part contains the following chapter:

- Chapter 15, "Oracle Purchasing"

15 Oracle Purchasing

Oracle purchasing is the formal process of buying goods and services. The process usually starts with a demand or requirement - this could be for a physical part (inventory) or a service. A requisition is generated, which details the requirements, and which actions the procurement department to raise the purchase order.

Purchase orders can be of various types, including:

- Standard purchase order - a one-time buy.

- Blanket purchase agreement - an agreement on specific terms and conditions: date and quantity and amount are not specified.

Purchase orders are normally accompanied by terms and conditions which form the contractual agreement of the transaction. The supplier delivers the products or service and the customer records the delivery. An invoice is sent by the supplier which is checked against the purchase order and documents specifying the goods received. The payment is then made and transferred to the supplier.

This chapter describes the following test flows in Oracle Purchasing:

- Online Standard Purchase Order Creation

- Online Blanket Purchase Agreement and Release Creation

- Standard Purchase Order Creation using Autocreate

- Release Creation using Autocreate

- Release Creation using Autocreate with Approved Supplier List and Sourcing Rules

- Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference

- Online Standard Purchase Order Creation in Buyer Work Center

- Standard Purchase Order Creation using Autocreate in Buyer Work Center

- Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center

- Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center

- Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center

- Requisition Change Order

- Online Standard Purchase Order Creation for Services Item using Forms

- Online Standard Purchase Order Creation for Services Item using Buyer Work Center

- Modification of Standard Purchase Order in Forms

- Modification of Standard Purchase Order in Buyer Work Center

- Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation

- Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation

- Copy of Standard Purchase Order in Forms

- Copy of Standard Purchase Order in Buyer Work Center

- eBtax for Purchasing

Prerequisites

None.

Profile Options

Table 15-1 Profile Options for Oracle Purchasing

Profile Name

Profile Value

Profile Level

MO: Operating Unit

Vision Operations

Site

MO: Default Operating Unit

Vision Operations

Site : Vision Operations

Level : Responsibility

Value : iProcurement

MO: Security Profile

Global Vision

Site

HR: Security Profile

Vision Corporation

Site

HR: Business Group

Vision Corporation

Site

GL: Data Access Set

Vision Operations (USA)

Site

POR: Amount Based Services Line Type

Fixed Price Services

Site

Predefined Data

Not applicable.

Setup Data

- Org Data

- Operating Unit : Vision Operations (Used for Creating Requisition, POs, Invoices and Payments)

- Inventory Org : V1 (Used for Receiving Goods)

User Setup Data

Table 15-2 User Setup Data for Oracle Purchasing

User

Employee

Role

Position

Job

Hierarchy

Tgreen

Green, Mr. Terry

Requestor

ACC430.Senior Accountant

ACC400.Accountant

Materials

Operations

Stock, Ms. Pat

Buyer or Approver

MM400.Materials Manager

MGR500.Manager

Materials

Cbaker

Baker, Catherine

Buyer or Approver

BUY501.Buyer 1

BUY500.Buyer

Materials

Mfg

Smith, Mr. Jonathan

Receiver

VPM200.VP Materials

VPM200.Vice President Of Materials

Materials

Cbrown

Brown, Ms. Casey

Account Payable or Buyer

EX140.Chief Financial Officer

EX100.Executive

Materials

Approval Setup Data

Table 15-3 Approval Setup Data for Oracle Purchasing

Employee

Position

Approval Assignments

Approval Group

Comments

Green, Mr. Terry

ACC430.Senior Accountant

Requisition, Standard Purchase Order, Blanket Purchase Agreement, Contract Purchase Agreement , Release

Manager

Can approve doc total Up to $25,000

Stock, Ms. Pat

MM400.Materials Manager

Requisition, Standard Purchase Order, Blanket Purchase Agreement, Contract Purchase Agreement, Release

Manager

Can approve doc total Up to $25,000

Baker, Catherine

BUY501.Buyer 1

Requisition, Standard Purchase Order, Blanket Purchase Agreement, Contract Purchase Agreement, Release

Buyer Materials

Can approve doc total Up to $50,000

Brown, Ms. Casey

EX140.Chief Financial Officer

Requisition, Standard Purchase Order, Blanket Purchase Agreement, Contract Purchase Agreement, Release

Executive

Can approve any doc total

Additional Information:

- If the document total is more than $25,000, the document moves to the next approver in the hierarchy, which in this case is cbaker.

- If the document total is more than $50,000, the document moves to the next approver in the hierarchy, which in this case is cbrown.

Responsibility Setup Data

Table 15-4 Responsibility Setup Data for Oracle Purchasing

Window Name

Field Name

Field Value

Responsibility

Responsibility

Purchasing, Vision Operations(USA)

iProcurement

Inventory, Vision Operations(USA)

Payables, Vision Operations(USA)

Human Resource, Vision Enterprises

Tax Managers

Item Setup Data

Table 15-5 Item Setup Data for Oracle Purchasing

Window Name

Field Name

Field Value

Item Master

Item

CM00042 (with all orgs assigned and with the properties: Inventory, Stackable, Transactable, Reservable, Purchased, Purchasable, Invoiceable, Costing Enabled and Inventory Asset Value)

Purchasing Related Setup Data

Table 15-6 Purchasing Related Page Setup Data for Oracle Purchasing

Page Name

Field Name

Field Value

Purchasing Options

Line Type

Goods

Accrue Expense Items

Period end

Accrue Inventory Items

At Receipt

Expense Ap Accrual Account

01-000-2220-0000-000

PO Number

Automatic

Requisition Number

Automatic

Receiving Options

Receiving Inventory Account

01-000-1410-0000-000

Clearing Account

01-000-1410-0000-000

Next Receipt Number

Any value

Table 15-7 Purchasing Related Window Setup Data for Oracle Purchasing

Window Name

Field Name

Field Value

Financial Options

Use Approval Hierarchies

Yes

Document Styles

Table 15-8 Document Styles for Oracle Purchasing

Page Name

Field Name

Field Value

Document Styles

Standard Purchase Order

Goods, Services, Temp Labor

Blanket Purchase Agreement

Price Breaks, Price Differentials

Document Types

Table 15-9 Document Types for Oracle Purchasing

Page Name

Field Name

Field Value

Standard Purchase Order

Default Hierarchy

Materials

Owner can Approve

Check

Forward Method

Hierarchy

Security Level

Public

Archive On

Approve

Blanket Purchase Agreement

Default Hierarchy

Materials

Owner can Approve

Check

Forward Method

Hierarchy

Security Level

Public

Archive On

Approve

Contract Purchase Agreement

Default Hierarchy

Materials

Owner can Approve

Check

Forward Method

Hierarchy

Security Level

Public

Archive On

Approve

Purchase Requisition

Default Hierarchy

Materials

Owner can Approve

Check

Forward Method

Hierarchy

Security Level

Public

15.1 Online Standard Purchase Order Creation

Buyer logs in with Purchasing responsibility and creates a standard purchase order with Goods line type for an inventory item. Receiver logs in with Inventory responsibility and receives the full quantity of the goods against standard purchase order and a receipt is created in the inventory organization. The Accounts Officer logs in with Payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.2 Online Blanket Purchase Agreement and Release Creation

Buyer logs in with Purchasing responsibility and creates a blanket purchase agreement with goods line type for an inventory item. Buyer creates a blanket release against the agreement. Receiver logs in with Inventory responsibility and receives the full quantity of the goods against blanket release and a receipt is created in the Inventory organization. The Accounts Officer logs in with Payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.3 Standard Purchase Order Creation using Autocreate

This flow covers approval functionality. Once the buyer approves the standard purchase order which has a document total more than $25000, the document goes for approval for the next approver. The approver approves the standard purchase order from the notification received.

Requester logs in with Purchasing responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates standard purchase orders from requisition using Auto Create process. After submitting for approval, standard purchase order goes to the next approver in the hierarchy as the document total is more than $25000. Receiver logs in with Inventory responsibility and receives the full quantity of the goods against standard purchase order and a receipt is created in the inventory organization. Accounts Officer logs in with Payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.4 Release Creation using Autocreate

Requester logs in with Purchasing responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates blanket purchase agreement and creates a release from requisition using auto create process. Receiver logs in with Inventory responsibility and receives the full quantity of the goods against blanket release and a receipt is created in the inventory organization. Accounts Officer logs in with Payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.5 Release Creation using Autocreate with Approved Supplier List and Sourcing Rules

Requester logs in with Purchasing responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates blanket purchase agreement .Buyer then creates approved supplier lists, sourcing rules for the item and sources the blanket agreement. Now Buyer creates a release from requisition using auto create process. Receiver logs in with Inventory responsibility and receives the full quantity of the goods against blanket release and a receipt is created in the Inventory organization. Accounts Officer logs in with Payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.6 Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference

Requester logs in with purchasing responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates contract purchase agreement and then a standard purchase order is created from requisition using auto create process referring the contract purchase agreement. Receiver logs in with inventory responsibility and receives the full quantity of the goods against standard purchase order and a receipt is created in the inventory organization. Accounts Officer logs in with payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.7 Online Standard Purchase Order Creation in Buyer Work Center

Buyer logs in with purchasing responsibility and creates a standard purchase order with Goods line type for an inventory item in Buyer Work Center. Receiver logs in with inventory responsibility and receives the full quantity of the goods against standard purchase order and a receipt is created in the inventory organization. Accounts Officer logs in with payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.8 Standard Purchase Order Creation using Autocreate in Buyer Work Center

Requester logs in with iProcurement responsibility and creates a purchase requisition with goods line type for an inventory item. Buyer creates standard purchase orders from requisition using Auto Create process in Buyer Work Center. After submitting for approval, standard purchase order goes to the next approver in the hierarchy as the document total is more than $25000. Receiver logs in with Inventory responsibility and receives the full quantity of the goods against standard purchase order and a receipt is created in the Inventory organization. Accounts Officer logs in with Payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.9 Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center

Requester logs in with iProcurement responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates a global blanket purchase agreement and then a standard purchase order is created from requisition using auto create process referring the global blanket purchase agreement in buyer work center. Receiver logs in with inventory responsibility and receives the full quantity of the goods against standard purchase order and a receipt is created in the inventory organization. Accounts Officer logs in with payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.10 Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center

Requester logs in with iProcurement responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates approved supplier list, sourcing rules for the item. Creates a global blanket purchase agreement and then a standard purchase order is created from requisition using auto create process referring the global blanket purchase agreement in buyer work center. Receiver logs in with inventory responsibility and receives the full quantity of the goods against standard purchase order and a receipt is created in the inventory organization. Accounts Officer logs in with payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.11 Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center

Requester logs in with iprocurement responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates contract purchase agreement and then a standard purchase order is created from requisition using auto create process referring the contract purchase agreement in Buyer Work Center. Receiver logs in with inventory responsibility and receives the full quantity of the goods against standard purchase order and a receipt is created in the inventory organization. Accounts Officer logs in with payables responsibility and creates a standard invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.12 Requisition Change Order

Requester logs in with iProcurement responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates standard purchase order from requisition using auto create process in Buyer Work Center. Requester creates a change order by changing the quantity and need by date and submits for buyer's approval. Buyer receives the notification for change request and all the changes will be reflected to the standard purchase order automatically once the buyer approves the notification.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.13 Online Standard Purchase Order Creation for Services Item using Forms

Buyer logs in with purchasing responsibility and creates a standard purchase order with Fixed Price Services line type in forms. Receiver logs in with iProcurement responsibility and receives the services against the standard purchase order and a receipt is created. Accounts Officer logs in with payables responsibility and creates a standard Invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.14 Online Standard Purchase Order Creation for Services Item using Buyer Work Center

Buyer logs in with purchasing responsibility and creates a standard purchase order with Fixed Price Services line type in Buyer Work Center. Receiver logs in with iProcurement responsibility and receives the services against the standard purchase order and a receipt is created. Accounts Officer logs in with payables responsibility and creates a standard Invoice, matches the invoice to the standard purchase order and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.15 Modification of Standard Purchase Order in Forms

Buyer logs in with purchasing responsibility and creates a standard purchase order with Goods line type for an inventory item in forms. Once the document is approved, buyer updates the quantity and approves the document

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.16 Modification of Standard Purchase Order in Buyer Work Center

Buyer logs in with purchasing responsibility and creates a standard purchase order with Goods line type for an inventory item in Buyer Work Center. Once the document is approved, buyer updates the quantity and approves the document

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.17 Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation

Requester logs in with purchasing responsibility and creates a purchase requisition with Goods line type for an inventory item in forms. Buyer creates standard purchase order from requisition using auto create process. Buyer cancels the standard purchase order along with backing requisition.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.18 Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation

Requester logs in with purchasing responsibility and creates a purchase requisition with Goods line type for an inventory item. Buyer creates standard purchase order from requisition using auto create process in buyer work center. Buyer cancels the standard purchase order along with backing requisition.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.19 Copy of Standard Purchase Order in Forms

Buyer logs in with purchasing responsibility and creates a standard purchase order with Goods line type for an inventory item in forms. Once the document is approved, buyer copies the same document to create another standard purchase order.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.20 Copy of Standard Purchase Order in Buyer Work Center

Buyer logs in with purchasing responsibility and creates a standard purchase order with Goods line type for an inventory item in Buyer Work Center. Once the document is approved, buyer duplicates to create another standard purchase order in Buyer Work Center.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

15.21 eBtax for Purchasing

Requester logs in with purchasing responsibility and creates a purchase requisition with Goods line type for an inventory item in forms and specify the ship to location (Costa Mesa, CA) for which the tax is enabled and verifies that the tax is applied to the requisition. Buyer creates standard purchase order from requisition using auto create process in forms and verifies that the tax is applied to the standard purchase order.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 15-10 Window Setup Data for eBtax for Purchasing Flow

Window Name

Field Name

Field Value

Define Locations

Location

Costa Mesa, CA

Table 15-11 Page Setup Data for eBtax for Purchasing Flow

Page Name

Field Name

Field Value

Tax configuration

Country Name

United states

Tax Regime Code

24 US STATE TAX

Tax Rules

Ship To

Costa Mesa, CA

Parties

Party Name

Vision eTax

Part VII

Projects

This Part of the Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 provides information about the flows used with Projects applications.

This Part contains the following chapters:

- Chapter 16, "Oracle Grants Accounting"

- Chapter 17, "Oracle Project Billing"

- Chapter 18, "Oracle Project Costing"

- Chapter 19, "Oracle Project Management"

- Chapter 20, "Oracle Project Resource Management"

- Chapter 21, "Oracle Property Manager"

16 Oracle Grants Accounting

Oracle Grants Accounting extends the functionality of Oracle Projects to provide an integrated award and project management solution for grant receiving organizations. Oracle Grants Accounting tracks multi-funded projects and the required compliance terms and conditions by award.

This chapter describes the following test flows in Oracle Grants Accounting:

- Award Revenue and Invoice Generation

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

16.1 Award Revenue and Invoice Generation

Award revenue and invoice generation covers the award template creation, award creation, incurring actuals, and revenue and invoice generation.

A sponsored capital project is created which gets funded by an agreement. Award budgets are created and baselined. Pre-approved miscellaneous expenditure items are created and cost distributed. Burden transactions are also created for this expenditure item. Award revenue is generated and accounted. Project invoices are also generated and fully processed by interfacing the same to Receivables.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 16-1 Setup Data for Award Revenue and Invoice Generation Flow

Window Name

Field Name

Field Value

Comments

Project Type

Service Type

Administration

Burden Schedule

GMS_Schedule

Raw expenditure of type Consulting, results in Burden Expenditure of type Overhead.

Burden Multiplier of 0.1 is applicable

Budget Entry Method

By Lowest Task, GL Period (Rev)

Budget entry method has Entry Level = Lowest Tasks, Categorized by Resources = Yes and Time Phased By = GL Period

Resource List

GMS_Resource_List

Award Template

Indirect Cost Schedule

GMS_Schedule

Raw expenditure Type - Consulting results in Burden Expenditure Type - Overhead

Burden Multiplier of 0.1 is applicable

Customer

Department of Labor

Award type

Federal Agency Grants

Employee

Palmer, Mr. James John (Jim)

Award Budget

Budget Entry Method

By Lowest Task,GL Period (Rev)

Budget Entry Method is defined as:

Entry Level - Lowest Tasks

Categorized by Resources - Yes

Time Phased By - GL Period

Resource List

GMS_Resource_List

Pre Approved Batches

Expenditure Type

Professional

Computers

Consulting

Airfare

Overhead

Fringe

Project Template

Employee

Palmer, Mr. James John (Jim)

Project Asset

Employee

Palmer, Mr. James John (Jim)

Asset Category

COMPUTER-SERVER

Asset Book

PROGRESS SandL

FA Location

GERMANY-NONE-BERLIN-MANUFACTURING

17 Oracle Project Billing

Oracle Project Billing enables simple client invoicing, improved cash flow, and measurement of the profitability of contract projects with support for planning, execution, and analysis. It utilizes information from the work breakdown structure and provides flexible revenue accrual and invoice generation features.

This chapter describes the following test flows in Oracle Project Billing:

- Project Revenue and Invoice Generation

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

17.1 Project Revenue and Invoice Generation

Project revenue and invoice generation covers the integration between Project Billing and the other modules within Projects product family, like Project Foundation and Project Costing and also with Financials products like Receivables and E Business Tax.

A contract project is created which gets funded by an agreement. Costs and billing events are recorded on the projects. For these costs and events, project revenue is generated and accounted. Projects invoices are also generated and fully processed by interfacing the same to receivables.

Prerequisites

None.

Profile Options

Table 17-1 Profile Options for Project Revenue and Invoice Generation Flow

Profile Name

Profile Value

Level

Profile Name

Profile Value

Level

PA: Transaction Billability derived from Work Type

Yes

Site

PA: Require Work Type Entry for Expenditures

Yes

Site

Predefined Data

Table 17-2 Predefined Data for Project Revenue and Invoice Generation Flow

Window Name

Field Name

Field Value

Project Implementation Options

Transaction Source

PROJECTS INVOICES-600

Setup Data

Table 17-3 Setup Data for Project Revenue and Invoice Generation Flow

Window Name

Field Name

Field Value

Comments

Project Type

Service Type

Build

Work Type

Commercial Customer-billable

Billable or capitalizable option should be selected

Resource List

Expenditure Category

Rate Schedule

PJCB-EMP-BR-1

Rate Schedule

PJCB-JOB-BR-1

Rate Schedule

PJCB-NL-BR-1

Expenditure type Consulting has a markup of 10% defined.

Billing Cycle

First Day

Project Template

Employee

Marlin, Ms. Amy

Customer

Hilman and Associates

Tax Classification Code

PJB_TAX_RATE

Tax Rate of 10% is defined

Agreement

Agreement Type

Purchase Orders

Payment Terms

30 NET

Pre-Approved Batch

Expenditure Type

Consulting

Billing Events

Event Type

Manual

18 Oracle Project Costing

Oracle Project Costing provides a completely integrated cost management solution for all projects and activities across an enterprise, with the ability to cross currency and organizational boundaries. It has the capability to capture detailed cost information to monitor project performance in a format that optimizes their productivity.

This chapter describes the following test flows in Oracle Project Costing:

- Project Expenditure Entry

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

18.1 Project Expenditure Entry

Project expenditure entry covers the integration between project costing and the other modules within Projects product family, like Project Foundation.

A project with separate line burdening is created in Project Foundation. Against this project, pre-approved time cards are created and cost distributed. Burden transactions are also created for the expenditure item. All the cost transactions are then verified in the Projects Expenditure Inquiry window.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 18-1 Setup Data for Project Expenditure Entry Flow

Window Name

Field Name

Field Value

Comments

Project Type

Operating unit

Vision Project Mfg

Organization Type for the Organization should be Division and classifications to be attached are -

Project Expenditure or Event Organization or

Project Task Owning Organization

Service Type

Consulting

Work Type

Internal-Overhead

Work Type - Billable or Chargeable option deselected

Resource List

Expenditure Category by Employee or Expense Type

Resource list of name expenditure category by employee or expense type has to be created with group resource by expenditure category with the resource employee Marlin, Ms. Amy should be created

Burden Schedule

Labor Burden Only

Burden Schedule name Labor Burden only should be created. The structure attached to the burden schedule should have cost base as Labor and the expenditure type Professional with burden cost code Overhead. The burden multiplier 0.5 for the organization Vision Project Manufacturing should be created

Project Template or Key Member

Employee

Marlin, Ms. Amy

Employee in Human Resources, with active assignment

Pre-Approved Batch

Employee

Marlin, Ms. Amy

Organization

Vision Project Mfg

Expenditure Type

Professional

Expenditure Type- Professional with the below data

UOM = Currency

Rate Required = No

Expenditure Type Class = Straight Time

Expenditure Inquiry

Expenditure Type

Overhead

Expenditure Type- Overhead with the below data

UOM = Currency

Rate Required = No

Expenditure Type Class = Burden Transaction

19 Oracle Project Management

Oracle Project Management provides project managers the visibility and control they need to deliver their projects successfully, improve profitability, and operate more efficiently. Oracle Project Management empowers project managers to plan the work, assign resources, forecast to completion, and communicate to stakeholders, while streamlining the collaborative execution of project work.

This chapter describes the following test flows in Oracle Project Management:

- Project Template Creation

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

19.1 Project Template Creation

The project template creation covers the creation of a planning resource list with resource formats and planning resources. A project template is created and structures are enabled, and team members and customer details are added to the template. Work plan setups are performed by assigning the planning resource list. Work breakdown structure is created in the project template and resources are assigned to the tasks.

Prerequisites

Rate schedule RC_Cost1 with resource class having all four resource classes as per the table below.

Table 19-1 Prerequisites for Project Template Creation Flow

Resource class

Rate

People

10

Equipment

20

Material items

1

Financial Element

1

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 19-2 Setup Data for Project Template Creation Flow

Page Name

Field Name

Field Value

Comments

Planning Resource List

Job Group

Vision Corporation

Human Resource Job Group should be created

Expenditure Type

Airfare

Expenditure type Air Fare with UOM = Currency, Rate Required = No, Expenditure Type Class = Expense Reports, Supplier Invoices

Organization

Services - East

Organization type for the Organization should be Department and the classifications to be attached are Project Expenditure or Event Organization and Project Task Owning Organization

Project Template

Project Type

Cost Plus

Project Type should have below details

Name - Cost Plus

Operating Unit - Vision Services

Class - Contract

Service Type- Consulting

Work Type- Commercial Customer-billable

Project Template

Organization

Vision Services

Organization type for the Organization should be Division and the classifications to be attached are Operating Unit and Project Task Owning Organization

Project Template or Key Members

Employee

Marlin, Ms. Amy

Employee in Human Resources and with active assignment

Role

Project Manager

Project Manager role with role based security enabled and corresponding project manager functions menu attached

Project Template or Customer and contacts

Customer Name

Hilman and Associates

Customer should be created in Accounts Receivables module

Task Type

Name

DSN-PE-EFFORT, DSN-PE-COST

20 Oracle Project Resource Management

Oracle Project Resource Management helps to manage the capacity and deployment of people and assets for project work by finding and deploying the most qualified resources to the projects. Oracle Project Resource Management centralizes information to empower project, resource, and staffing managers to better utilize their single most critical resource: people.

This chapter describes the following test flows in Oracle Project Resource Management:

- Project Requirement Creation to Approval

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

20.1 Project Requirement Creation to Approval

Project requirement creation to approval covers the creation of a project from a project template. It creates a requirement for the project, assigns a person to the requirement to convert into an assignment and approves the assignment of the project.

Prerequisites

- Users with responsibilities as:

Table 20-1 Users Prerequisites for Project Requirement Creation to Approval Flow

User

Responsibility

00amason

Project Super User

00bclark

Staffing Manager

00Dgeorge

Resource Manger

- Job CON600.Consultant in the job group Vision Corporation.

- Employees with roles as:

Table 20-2 Employees Prerequisites for Project Requirement Creation to Approval Flow

Employee name

Role

00Langer, Daniel

Employee for assigning to a requirement

Clark, Ms.Boris

Staffing owner

George, Mr.David

Approver for requirement

00Mason, Abraham

Project manager

- PRC: Maintain Project Resources run to access the employees in Projects.

- Open Accounting and GL periods for the current year.

Profile Options

Table 20-3 Profile Options for Project Requirement Creation to Approval Flow

Profile Name

Profile Value

Level

PA: Licensed to use Project Resource Management

Yes

Site

PA: Availability Duration

0

Site

PA: Availability or Over commitment Calculation Period

Daily

Site

MO: Operating Unit

Vision Services

Site

MO: Security Profile

Vision Corporation

Site

HR: Business Group

Vision Corporation

Site

Predefined Data

Not applicable.

Setup Data

Table 20-4 Setup Data for Project Requirement Creation to Approval Flow

Page Name

Field Name

Field Value

Comments

Project

Project Template

Cost Plus

Project type Contract is used in the template

Organization

PJR Organization1

Organization

Type- Division

Classification-HR Organization, Project Expenditure or Event Organization and Project Task Owning Organization

Project or Customer and contacts

Customer Name

Hilman and Associates

Customer must be created in Accounts Receivables

Role

Name

DBA

Job CON600.Consultant should be attached to the role

Calendar

Name

PJR Calendar 1

Calendar exceptions [Holidays] defined and Shifts assigned to it [ Shift: 8x5 ] the calendar periods should fall in the project start and end dates

21 Oracle Property Manager

Oracle Property Manager provides the ability to manage major real estate tasks, including creation and administration of property, lease administration and office space allocation.

This chapter describes the following test flows in Oracle Property Manager:

- Property Lease Management

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

21.1 Property Lease Management

Property lease management covers defining properties and creating expense leases for these, till export payment. Lease is then finalized and payment schedule is approved and exported to Payables module.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 21-1 Setup Data for Property Lease Management Flow

Window Name

Field Name

Field Value

Lease

Term Template

PN-Pay-Norm TX NO

Supplier Name

PN-Supplier-1

Supplier Site

Main Site

Part VIII

Supply Chain Management

This Part of the Oracle Flow Builder Starter Pack for E-Business Suite Release 12.1.3 provides information about the flows used with Supply Chain Management applications.

This Part contains the following chapters:

- Chapter 22, "Oracle Advanced Pricing"

- Chapter 23, "Oracle Asset Tracking"

- Chapter 24, "Oracle Bill of Materials"

- Chapter 25, "Oracle Contracts Core"

- Chapter 26, "Oracle Cost Management"

- Chapter 27, "Oracle Engineering"

- Chapter 28, "Oracle Enterprise Asset Management"

- Chapter 29, "Oracle Flow Manufacturing"

- Chapter 30, "Oracle Install Base"

- Chapter 31, "Oracle Inventory Management"

- Chapter 32, "Oracle Item Master"

- Chapter 33, "Oracle Landed Cost Management"

- Chapter 34, "Oracle Manufacturing Execution Systems for Discrete Manufacturing"

- Chapter 35, "Oracle Manufacturing Execution System for Process Manufacturing"

- Chapter 36, "Oracle Order Management"

- Chapter 37, "Oracle Process Manufacturing"

- Chapter 38, "Oracle Quality"

- Chapter 39, "Oracle Service Contracts"

- Chapter 40, "Oracle Shipping Execution"

- Chapter 41, "Oracle Shop Floor Management"

- Chapter 42, "Oracle Work in Process"

- Chapter 43, "Oracle Warehouse Management System"

22 Oracle Advanced Pricing

Oracle Advanced Pricing supports E-Business Suite applications by providing a flexible pricing engine that executes pricing and promotional calculations for Oracle Order Management and other Oracle applications. Oracle Advanced Pricing provides the flexibility to meet the needs of complex pricing situations for a range of demanding industry business requirements which include:

- Consumer goods, telecommunications, services, high technology, automotive businesses and aerospace or defense businesses that sell to other businesses.

- Telemarketing, mail order catalog and web store businesses that sell directly to consumers.

Consumer goods, telecommunications, services, high technology, automotive businesses and aerospace or defense businesses that sell to other businesses.

Telemarketing, mail order catalog and web store businesses that sell directly to consumers.

This chapter describes the following test flows in Oracle Advanced Pricing:

- Create, Update Price Lists and Modifiers

Prerequisites

None.

Predefined Data

Not applicable.

Setup Data

Not applicable.

22.1 Create, Update Price Lists and Modifiers

Creation of various price lists, formulae and modifiers through Forms based user interface. This flow verifies the archiving of pricing data which archives price lists and modifiers, purging pricing entities which purges price list, and searching or querying pricing organizer form with various modifiers.

Prerequisites

- User is logged in with Order Management Super User responsibility.

Profile Options

Table 22-1 Profile Options for Create, Update Price Lists and Modifiers Flow

Profile Name

Profile Value

QP: Source System Code

Oracle Pricing

QP: Pricing Transaction Entity

Order Fulfillment

Predefined Data

Not applicable.

Setup Data

Table 22-2 Setup Data for Create, Update Price Lists and Modifiers Flow

Window Name

Field Name

Field Value

Advanced Pricing-Price Lists

Name

Corporate (Pick a price list)

Item Master

Name

AS54888 (Pick a standard finished good item)

23 Oracle Asset Tracking

Oracle Asset Tracking is an asset lifecycle management application that provides tracking, visibility and control of dispersed assets for capital-intensive companies. Oracle Asset Tracking maximizes asset utilization and return on investment by automatically synchronizing the operational and physical events of assets with the financial updates in Oracle Assets.

This chapter describes the following test flows in Oracle Asset Tracking:

- Deployment Transactions on Item Instances

Prerequisites

None.

Profile Options

Table 23-1 Profile Options for Oracle Asset Tracking

Profile Name

Profile Value

Level

CSE: FA Book Type Code

ALM CORP01

Site

Predefined Data

Table 23-2 Predefined Data for Oracle Asset Tracking

Window Name

Field Name

Field Value

User

User Name / Password

Operations / welcome

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Asset Tracking Super User

Item Template

Template

Purchased Item

Setup Data

Table 23-3 Setup Data for Oracle Asset Tracking

Window Name

Field Name

Field Value

Organization

Organization

V1 - Vision Operations

Organization

Inventory Organization

M1 - Seattle Manufacturing

Install Base Parameters

Party Name

Vision Corporation

23.1 Deployment Transactions on Item Instances

Installs and puts into service deployment transactions for a depreciable serialized Item instance.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 23-4 Window Setup Data for Deployment Transactions on Item Instances Flow

Window Name

Field Name

Field Value

Create Item

Item Template

Purchased Item

Table 23-5 Page Setup Data for Deployment Transactions on Item Instances Flow

Page Name

Field Name

Field Value

Create Instance

Create Instance

Instance Status should be "Created"

24 Oracle Bill of Materials

Oracle Bill of Material delivers a strong tool for manufacturing complicated finished products, which is the combination of a number of multilevel components. It supports standard, model, option class, and planning bills. BOM can be defined with date affectivity and unit affectivity of components, and provides the ability to copy and common huge bills of material across organizations.

This chapter describes the following test flows in Oracle Bill of Materials:

- Create a Common BOM and Routing

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 24-1 Predefined Data for Oracle Bill of Materials

OA Page Name

Field Name

Field Value

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Setup Data

Table 24-2 Setup Data for Oracle Bill of Materials

Window Name

Field Name

Field Value

Comments

User

User Name / Password

mfg/welcome

Organization

Organization

V1, M1, M2

Item Template

Template

Finished Goods

Enable finished goods related attributes

24.1 Create a Common BOM and Routing

Creates items for BOM; creates BOM, routing, common routing and common BOM to another organization.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 24-3 Predefined Data for Create a Common BOM and Routing Flow

Window Name

Field Name

Field Value

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Resources

Type

Person

Charge Type

WIP Move

UOM

HR (Hour)

Setup Data

Table 24-4 Setup Data for Create a Common BOM and Routin Flow

Window Name

Field Name

Field Value

Comments

User

User Name / Password

mfg/welcome

Item Template

Template

Finished Goods

Enable finished goods related attributes

25 Oracle Contracts Core

Oracle Contracts Core automates the entire contracts lifecycle. It has a unified data model which provides a single, accurate view of contract-related activities which enable organizations to streamline management, prevent revenue leakage, and enforce compliance.

This chapter describes the following test flows in Oracle Contracts Core:

- Create, Update and Duplicate Clauses

- Create Incompatible Clauses and Add Clauses to the Clause Folder

- Create a Clause with a User Defined Variable and Localize a Clause

Prerequisites

None.

Profile Options

Table 25-1 Profile Options for Oracle Contracts Core

Profile Name

Profile Value

Level

MO: Security

Global Vision

Site

Predefined Data

Not applicable.

Setup Data

Table 25-2 Setup Data for Oracle Contracts Core

Window Name

Field Name

Field Value

Comments

Contracts Terms Setup

Auto Adopt Global Clause

No

Clause Sequence category

Clause Sequence

25.1 Create, Update and Duplicate Clauses

Creates and updates clauses across organizations. Creates a clause from an existing clause by using Duplicate Clause option.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

25.2 Create Incompatible Clauses and Add Clauses to the Clause Folder

Creates and views incompatible clauses at different levels. Inserts global clauses into clause folder in local organization for which the Auto Adoption option is set to Yes.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

25.3 Create a Clause with a User Defined Variable and Localize a Clause

Creates a clause with user defined variable with Allow External Party Entry set to Yes. Creates global articles, localizes and approves, rejects and resubmits them in a local organization.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

26 Oracle Cost Management

Oracle Cost Management is a comprehensive solution that helps organizations project costs and perform cost accounting for supply chain transactions. These activities serve as a key component for complying with regulatory reporting and accounting requirements, streamlining the use of working capital in organizations, and improving profitability for businesses. Oracle Cost Management is part of the Oracle E-Business Suite, an integrated set of applications that are engineered to work together.

This chapter describes the following test flows in Oracle Cost Management:

- Inter-organization Transfers -Standard to Average costing organizations- FOB Receipt-Sub-inventory-Asset-Asset

- Inter-organization Transfers -Standard to Last-in, First-out (LIFO) costing organizations- FOB Receipt-Sub-inventory-Asset-Asset

- Inter-organization Transfers -Standard to First-in, First-out (FIFO) costing organizations- FOB Receipt-Sub-inventory-Asset-Asset

- Purchase Order Receipt - Asset Item- Asset-Sub-inventory-Average Costing Organization

- Purchase Order Receipt-Asset Item- Asset-Sub-inventory-Standard Costing Organization

- Standard Discrete Job - Standard Costing Organization

- Standard Discrete Job - Average Costing Organization

- Sales Invoice and Revenue Recognition - Standard Costing Organization

Prerequisites

- Organization parameters.

- Receiving parameters.

- WIP parameters.

- BOM parameters.

- Shipping parameters.

- Open inventory accounting period.

- Open GL period.

- Open AP period.

- Open PO period.

- Open AR period.

Profile Options

Not applicable.

Predefined Data

Table 26-1 Predefined Data for Oracle Cost Management

Window Name

Field Name

Field Value

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

GL - Accounting Setup Manager -Ledger

Ledger Name

Vision Operations

Item Costs

Cost Element

Material

Item Template

Template

Purchased Item

Sub-Inventory

Sub-Inventory Code

Store

Setup Data

Not applicable.

26.1 Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset

Transfers materials from standard to average costing organizations within the operating unit, where shipping network is FOB Receipt, and verifies the distributions for all transactions.

Prerequisites

Organizations are standard and average costing organizations.

Shipping network is FOB-receipt.

Profile Options

Not applicable.

Predefined Data

Table 26-2 Predefined Data for Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset Flow

Window Name

Field Name

Field Value

Organization Parameters

Costing Method

Standard and Average

Setup Data

Table 26-3 Setup Data for Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset Flow

Window Name

Field Name

Field Value

Organization

Organization

M1- Seattle Manufacturing (Standard costing Enabled organization)

Organization

AVG - Average Organization (Average costing Enabled organization)

Master Items

Template

Purchased Item Template

26.2 Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset

Transfers material from standard to LIFO (Last-In, First-out) costing organization within the operating unit, where shipping network is FOB receipt, and verifies the distributions for all transactions.

Prerequisites

- Organizations are standard and average costing organizations.

- Shipping network is FOB-receipt.

Profile Options

Not applicable.

Predefined Data

Table 26-4 Predefined Data for Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset Flow

Window Name

Field Name

Field Value

Organization Parameters

Costing Method

Standard and LIFO

Setup Data

Table 26-5 Setup Data for Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset Flow

Window Name

Field Name

Field Value

Organization

Organization

M1- Seattle Manufacturing (Standard Costing Enabled Organization)

Organization

M6 - Phoenix Manufacturing (LIFO Costing Enabled Organization)

Master Items

Template

Purchased Item Template

26.3 Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset

Transfers material from standard to FIFO (First-In, First out) costing organization within the operating unit, where shipping network is FOB receipt, and verifies the distributions for all transactions.

Prerequisites

- Organizations are standard and FIFO (First-in, First-out) costing enabled organizations.

- Shipping network is FOB-receipt.

Profile Options

Not applicable.

Predefined Data

Table 26-6 Predefined Data for Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset Flow

Window Name

Field Name

Field Value

Organization Parameters

Costing Method

Standard and FIFO

Setup Data

Table 26-7 Setup Data for Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset Flow

Window Name

Field Name

Field Value

Organization

Organization

M1- Seattle Manufacturing (Standard Costing Enabled Organization)

Organization

M7- New Orleans Manufacturing (FIFO Costing Enabled Organization)

Master Items

Template

Purchased Item Template

26.4 Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization

Creates on hand stock through purchase order receipts and verifies the distributions in an average costing organization.

Prerequisites

- Organization is average costing enabled organization.

- Sub-inventory is asset sub-inventory.

- Tax setup is disabled.

Profile Options

Not applicable.

Predefined Data

Table 26-8 Predefined Data for Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization Flow

Window Name

Field Name

Field Value

Organization Parameters

Costing Method

Average

Purchase Order

Type

Standard Purchase Order

Setup Data

Table 26-9 Setup Data for Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization Flow

Window Name

Field Name

Field Value

Organization

Organization

AVG - Average Organization

Master Items

Template

Purchased Item Template

Supplier

Supplier Name

Use Supplier as "Office Supplies, Inc." for creating Purchase Orders and site as "NEW YORK"

26.5 Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization

Creates on hand stock through purchase order receipts and verifies the distributions in a standard costing organization.

Prerequisites

- Organization is average costing enabled organization.

- Sub-inventory is asset sub-inventory.

- Tax setup is disabled.

Profile Options

Not applicable.

Predefined Data

Table 26-10 Predefined Data for Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization Flow

Window Name

Field Name

Field Value

Organization Parameters

Costing Method

Standard

Purchase Order

Type

Standard Purchase Order

Setup Data

Table 26-11 Setup Data for Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization Flow

Window Name

Field Name

Field Value

Organization

Organization

M1- Seattle Manufacturing

Master Items

Template

Items are created through Purchased Item template

Supplier

Supplier Name

Use Supplier as Office Supplies, Inc. for creating purchase orders and site as NEW YORK.

26.6 Standard Discrete Job - Standard Costing Organization

Creates on hand stock for the components through purchase order receipts, creates and releases standard discrete job, performs the move, issues the material, completes WIP, closes the job and verifies distributions for all the transactions in a standard costing organization.

Prerequisites

- Organization is standard costing organization.

- Sub-inventory is asset sub-inventory.

- Discrete job type is Standard.

- 3 components and 1 assembly.

- 3 resources and 3 departments.

- Tax setup is disabled.

Profile Options

Not applicable.

Predefined Data

Table 26-12 Predefined Data for Standard Discrete Job - Standard Costing Organization Flow

Window Name

Field Name

Field Value

Item Template

Template

Purchased Item

Finished Good

Purchase Order

Type

Standard Purchase Order

Setup Data

Table 26-13 Setup Data for Standard Discrete Job - Standard Costing Organization Flow

Window Name

Field Name

Field Value

Organization

Organization

M1- Seattle Manufacturing

Master Items

Components

Components are created through Purchased Item template

Master Items

Assembly

Assembly is created through Finished Good template

Supplier

Supplier Name

Use Supplier as Office Supplies, Inc. for creating purchase rrders and site as NEW YORK.

WIP Accounting Classes

Define Ledger Accounts

Discrete

26.7 Standard Discrete Job - Average Costing Organization

Creates on hand stock for the components through purchase order receipts, creates and releases standard discrete job, performs the move, issues the material, completes WIP, closes the job and verifies distributions for all the transactions in an average costing organization.

Prerequisites

- Organization is standard costing organization.

- Sub-inventory is asset sub-inventory.

- Discrete job type Standard.

- 3 components and 1 assembly.

- 3 resources and 3 departments.

- Tax setup is disabled.

Profile Options

Not applicable.

Predefined Data

Table 26-14 Predefined Data for Standard Discrete Job - Average Costing Organization Flow

Window Name

Field Name

Field Value

Organization Parameters

Costing Method

Average

Purchase Order

Type

Standard Purchase Order

Setup Data

Table 26-15 Setup Data for Standard Discrete Job - Average Costing Organization Flow

Window Name

Field Name

Field Value

Organization

Organization

M3

Master Items

Components

Components are created through Purchased Item template

Assembly

Assembly is created through Finished Good template

Supplier

Supplier Name

Use Supplier as Office Supplies, Inc. for creating purchase orders and site as NEW YORK.

WIP Accounting Classes

Define Ledger Accounts

Discrete

26.8 Sales Invoice and Revenue Recognition - Standard Costing Organization

Creates on hand stock for components through purchase order receipt, books the sales order, issues the material to customer, identifies the COGS and revenue, and verifies distribution for all the transactions.

Prerequisites

- Organization is standard costing organization.

- Sub-inventory is asset sub-inventory.

Profile Options

Not applicable.

Predefined Data

Table 26-16 Predefined Data for Sales Invoice and Revenue Recognition - Standard Costing Organization Flow

Window Name

Field Name

Field Value

Item Template

Template

Finished Good

Enter Price List

Price List Name

Corporate

Table 26-17 Predefined Data for Sales Invoice and Revenue Recognition - Standard Costing Organization Flow

Concurrent Request Name

Parameter

Parameter Values

Workflow background Process

Item Type

Process Deferred

Process Timed out

OM Order Line

Yes

No

Autoinvoice Master Program

Invoice Source

Default Date

Order Entry

Enter as per requirement

Revenue Recognition Master Program

Record Order Management Transactions

Ledger

Vision Operations (USA)

Collect Revenue Recognition Information

Ledger

Start Date

End Date

Vision Operations (USA)

Enter as per requirement

Enter as per requirement

Generate COGS Recognition Events

Ledger

Vision Operations (USA)

Setup Data

Table 26-18 Setup Data for Sales Invoice and Revenue Recognition - Standard Costing Organization Flow

Window Name

Field Name

Field Value

Organization

Organization

M1- Seattle Manufacturing

Master Items

Assembly

Item is created through Finished Good template

Purchase Order

Type

Standard Purchase Order.

Supplier

Supplier Name

Use Supplier as Office Supplies, Inc. for creating purchase orders and site as NEW YORK.

Customer

Customer Name

User Customer as Computer Service and Rentals for creating Sales Order.

Unit of Measure

Code

EA

27 Oracle Engineering

Oracle Engineering enables you to control new item revisions and bill of material changes. Its prototype also enables you to move toward concurrent engineering by integrating engineering prototype data with manufacturing data.

This chapter describes the following test flows in Oracle Engineering:

- Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order.

- Create Engineering Change Order (ECO) and Implement.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 27-1 Predefined Data for Oracle Engineering

Window Name

Field Name

Field Value

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Organization

Organization

V1, M1

Engineering Bills Of Material

Display

Future and Current

Action

Add

Action

Disable

Component Changes

Action

Add

Engineering Bills Of Material

Supply Type

Push

Setup Data

Table 27-2 Setup Data for Oracle Engineering

Window Name

Field Name

Field Value

User

User Name / Password

Plmmgr / welcome

Item Template

Template

Finished Goods

27.1 Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order

Creates an engineering BOM; transfers item bill from engineering to manufacturing, propagates engineering change order to child organization and implements engineering change order in child organization.

Prerequisites

None.

Profile Options

Table 27-3 Profile Options for Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order Flow

Profile Name

Profile Value

Level

Enable Security Group

No

Site

Predefined Data

Table 27-4 Predefined Data for Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order Flow

Page Name

Field Name

Field Value

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Setup Data

Table 27-5 Setup Data for Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order Flow

Window Name

Field Name

Field Value

User

User Name / Password

plmmgr/welcome

Organization

Organization

V1- Vision Operations

Item Template

Template

Purchased Item

27.2 Create Engineering Change Order and Implement

Defines engineering change order approval list, creates engineering change order, transfers and copies engineering items and bills to manufacturing, implements engineering change order and generates engineering change order detail report.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 27-6 Predefined Data for Create Engineering Change Order and Implement Flow

Window Name

Field Name

Field Value

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Setup Data

Table 27-7 Setup Data for Create Engineering Change Order and Implement Flow

Window Name

Field Name

Field Value

User

User Name / Password

plmmgr / welcome

Item Template

Template

Purchased Item

Approval Lists

Lists

JEAL

Employee

Name

Williams, Steve, Smith, Mr. Jonathan

Master Item

Item

EBS_COMP_10

Item

EBS_COMP_11

Item

EBS_COMP_12

Item

EBS_COMP_11

28 Oracle Enterprise Asset Management

Oracle Enterprise Asset Management (Oracle eAM) supports sophisticated, condition-based maintenance strategies for property, plants and public infrastructure. Oracle eAM's single instance design ensures best practices and quality compliance globally, eliminates excess and obsolete spare parts inventories, promotes environmental, health and safety policies, ensures smooth coordination of production and maintenance schedules, and improves both, the responsiveness and accuracy of contracted maintenance.

This chapter describes the following test flows in Oracle Enterprise Asset Management:

- Create Work Request

- Creation and Completion of Work Order for Assets

- Asset Transactions in Inventory Forms

- Creating Preventive Maintenance Schedule for Asset number

- Generate Budget forecast for Work Order

Prerequisites

- Open inventory accounting period.

- Open GL period.

- Organization parameters.

- EAM parameters.

Profile Options

Table 28-1 Profile Options for Oracle Enterprise Asset Management

Profile Name

Profile Value

Level

EAM: Maintenance Supervisor

Yes

Site

Predefined Data

Table 28-2 Predefined Data for Oracle Enterprise Asset Management

Window Name

Field Name

Field Value

User

User Name/ Password

mnt / welcome

Responsibility

Responsibility Name

Enterprise Asset Management Maintenance Super User, Vision Operations

Item Template

Template

@Asset Group for Asset Group @Rebuildable for Rebuildable Items @Activity for Activity

Setup Data

Table 28-3 Setup Data for Oracle Enterprise Asset Management

Window Name

Field Name

Field Value

Organization

Organization

V1 - Vision Operations

Inventory Organization

EM1-EAM Enabled Organization

M1 - Production Organization

Create Asset groups

Use Item Template

@Asset Group and Enable Transactable in Inventory tab and assign to EM1 and M1 organizations

Create Rebuildable

Use Item Template

@Rebuildable/Assign to EM1 and M1 organizations

Create Asset No and Rebuild No

Use Asset Group/Rebuildable

System generated / User Defined value

Create Activities with BOM and Routing

Item Template

@Activity

28.1 Create Work Request

Creates work request for asset number and verifies that the work request is saved.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 28-4 Setup Data for Create Work Request Flow

Window Name

Field Name

Field Value

EAM Parameters

Auto Approve

Enable

28.2 Creation and Completion of Work Order for Assets

Creates work order for asset number without any activity or material or operation up to the completion of the work order, and verifies that the completion is successful.

Prerequisites

None.

Profile Options

Table 28-5 Profile Options for Creation and Completion of Work Order for Assets Flow

Profile Name

Profile Value

Level

EAM: FA Book Type Code

ALM CORP

Site

Predefined Data

Not applicable.

Setup Data

Table 28-6 Setup Data for Creation and Completion of Work Order for Assets Flow

Window Name

Field Name

Field Value

Define FA Book

FA Book Type

ALM CORP

28.3 Asset Transactions in Inventory Forms

Performs miscellaneous receipt transaction and miscellaneous issue transaction for asset using Inventory Forms.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 28-7 Setup Data for Asset Transactions in Inventory Forms Flow

Window Name

Field Name

Field Value

Create Asset Group

Use Item Template

@Asset Group and Enable Transactable in Inventory tab

28.4 Creating Preventive Maintenance Schedule for Asset Number

Creates preventive maintenance schedule for asset number using day based rules with scheduling option as Scheduled Start Date and generates PM work orders. Verifies the work orders are generated as per schedule definition.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 28-8 Predefined Data for Creating Preventive Maintenance Schedule for Asset Number Flow

Concurrent Request Name

Parameter

Parameter Value

Generate PM Work Orders

Set Name

Main

Setup Data

Table 28-9 Setup Data for Creating Preventive Maintenance Schedule for Asset Number Flow

Window Name

Field Name

Field Value

Set Name Definition

Create Set Name

Enable Global Parameter

EAM Parameters

Implement from Start Date

Enable

PM WO Prefix

PMWO

28.5 Generate Budget Forecast for Work Order

Creates budget forecast based on historical planned work orders and verifies the projected budget.

Prerequisites

- Planned work orders generated from preventive maintenance.

- Closed and complete-no charge work orders.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 28-10 Setup Data for Generate Budget Forecast for Work Order Flow

Window Name

Field Name

Field Value

PM Schedule

PM Schedule

PM Schedule

Table 28-11 Setup Data for Generate Budget Forecast for Work Order Flow

Concurrent Request Name

Parameter

Parameter Value

Generate PM Work Orders

Set Name

Main

29 Oracle Flow Manufacturing

Oracle Flow Manufacturing is a comprehensive manufacturing software solution that supports demand driven flow and lean manufacturing techniques designed to reduce product cycle times, minimize inventories, simplify production, and improve product quality. These techniques provide manufacturing operations with the ability to quickly respond to changing customer needs in an E-Business environment. Oracle Flow Manufacturing is part of the Oracle E-Business Suite, an integrated set of applications that are engineered to work together.

This chapter describes the following test flows in Oracle Flow Manufacturing:

- Define Setup for Flow Routing

- Flow Schedule Completion in Workstation

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 29-1 Predefined Data for Oracle Flow Manufacturing

OA Page Name

Field Name

Field Value

User

User name /password

MFG/welcome

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Setup Data

Table 29-2 Setup Data for Oracle Flow Manufacturing

OA Page Name

Field Name

Field Value

Comments

Organization

Organization Name

V1

V1 master organization

Organization Name

S1

S1 child organization

29.1 Define Setup for Flow Routing

Defines new flow line, standard line operations, standard processes and flow events. Creates new flow assembly and defines the flow routing.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 29-3 Setup Data for Define Setup for Flow Routing Flow

Window Name

Field Name

Field Value

Department

Department

skr-dept1

Resource

Resource

skr-res1

29.2 Flow Schedule Completion in Workstation

Creates flow schedule for lot and serial controlled assembly in line schedule workbench, opens and updates workstation parameters Schedule Selection Mode in HTML flow workstation. Performs flow schedule and completes with back flush items.

Prerequisites

- Finished assembly is lot and serial controlled.

- BOM, flow routing.

- All dependent components have on-hand inventory.

- Flow routing for the assembly with three standard operations or events and processes.

- Network routing for the assembly and line is defined in graphical line work designer.

- Flow schedule defined for the line and assembly combination on the given date.

Profile Options

Not applicable.

Predefined Data

Table 29-4 Predefined Data for Flow Schedule Completion in Workstation Flow

Window Name

Field Name

Field Value

Line Scheduling Work bench

Scheduling Rule

NEW RULE

WIP Parameters

Class

Flow

Define Schedule Rules

Leveling

Mixed Model

Setup Data

Table 29-5 Setup Data for Flow Schedule Completion in Workstation Flow

Window Name

Field Name

Field Value

Comments

Line Scheduling Work bench

Assembly

CHA_FLM_LSR_ASSY

Bill of Material

Components

CHA_LOT_SR_CMP1

Lot and serial controlled component with supply type Operation Pull

Components

CHA_SR1

Serial controlled component with supply type Operation Pull

Components

CHA_CMP1

Plain component with supply type Assembly Pull

Flow Routing

Standard Operation

op10

Attach standard operations to the event

Standard Operation

Op20

Attach standard operations to the event

Standard Operation

Op30

Attach standard operations to the event

Standard Events

e1

Attach standard events to the resource

Standard Events

e2

Attach standard events to the resource

Standard Events

e3

Attach standard events to the resource

Standard Processes

pr10

Attach standard processes to the events

Standard Processes

Pr20

Attach standard processes to the events

Standard Processes

Pr30

Attach standard processes to the events

30 Oracle Install Base

Oracle Install Base is an item instance life cycle tracking application that facilitates enterprise wide Item life cycle management and tracking capabilities. Oracle Install Base tracks an item from the time it is received in Inventory, to Work In Process, in Projects, through to customer sites, and throughout the return and repair process. Oracle Install Base is a centralized repository of information for an item instance and its tracking details include location, status, ownership, party relationships, account relationships, contact relationships, configuration data, and the change history of customer items and corporate assets.

This chapter describes the following test flows in Oracle Install Base:

- Creation of Counter with Counter Group and Counter Template

- Creation of Item Instance for an Internally Owned item

Prerequisites

None.

Profile Options

Table 30-1 Profile Options for Oracle Install Base

Profile Name

Profile Value

Level

Service: Inventory Validation Organization

Vision Operations

Site

CSI: Allow Install Parameter Update

No

Site

Predefined Data

Table 30-2 Predefined Data for Oracle Install Base

Window Name

Field Name

Field Value

User

User Name / Password

Operations / welcome

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Oracle Install Base Agent User

Install Base Administrator

Item Template

Item Template

Purchased Item

Setup Data

Table 30-3 Setup Data for Oracle Install Base

Window Name

Field Name

Field Value

Organization

Organization

V1 - Vision Operations

Inventory Organizations

EM1- Seattle Maintenance (EAM enabled organization) M1- Seattle Manufacturing(Production organization)

Install Base Parameters

Party Name

Vision Corporation

Create Inventory Item

In Service Tab

Enable Track in Installed Base field

30.1 Creation of Counter with Counter Group and Counter Template

Creates a counter with counter group and counter template.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 30-4 Setup Data for Creation of Counter with Counter Group and Counter Template Flow

Page Name

Field Name

Field Value

Create Counters

Counter Name

User defined value

30.2 Creation of Item Instance for an Internally Owned Item

Creates item instance for an internally owned item.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 30-5 Setup Data for Creation of Item Instance for an Internally Owned Item Flow

Page Name

Field Name

Field Value

Create Instance

Internal

Non-Serial

31 Oracle Inventory Management

Oracle Inventory Management is part of the supply chain management solution and integrates seamlessly with other supply chain management applications, including Oracle Warehouse Management, Oracle Mobile Supply Chain Applications, Oracle Order Management, Oracle Purchasing, Oracle Discrete Manufacturing, Oracle Process Manufacturing, and Oracle Cost Management.

Oracle Inventory Management allows organizations to consolidate their disparate inventory tracking and control systems into a single, global inventory management solution for material in every stage of the product or production lifecycle as well as for different business types.

This chapter describes the following test flows in Oracle Inventory Management:

- Inventory Miscellaneous Receipt

- Inventory Miscellaneous Issue

- Move Order Requisition of Type Move Order Issue with Automatic Allocation

- Direct Transfer between Two Inventory Organizations

- Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations

- Inventory Sub-inventory Transfer

- Perform Cycle Counting

- Perform Physical Inventory

- Kanban Replenishment

- Min- Max Planning

- Replenishment Count

- Standard PO Partial Receipt with Immediate Mode

- Positive Correction Transactions

- Return to Vendor from Inventory Transactions

- Material Issue through Sales Order

- RMA Direct Receipt

Prerequisites

- Organization (M1) with Non WMS and Non Process Manufacturing options enabled.

- Open cost periods for corresponding transaction dates.

Profile Options

Table 31-1 Profile Options for Oracle Inventory Management

Profile Name

Profile Value

Level

TP:INV Transaction processing mode

On-line processing

Site

RCV: Processing Mode

Immediate

Site

Predefined Data

Table 31-2 Predefined Data for Oracle Inventory Management

Window Name

Field Name

Field Value

Organization Parameters

Organization Code

M1

Templates

Template

Purchased Item template

Setup Data

Table 31-3 Setup Data for Oracle Inventory Management

Window Name

Field Name

Field Value

Inventory Accounting Periods

Period or Status

'Open' (Current month period should be opened)

31.1 Inventory Miscellaneous Receipt

Miscellaneous receipts are used to receive material from general accounts ledger into the current organization. This feature can be used to perform receipts of items that were acquired by means other than a purchase order.

Prerequisites

- Transactable inventory item.

- If the item is locator enabled, sub inventory used is also locator enabled.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.2 Inventory Miscellaneous Issue

Miscellaneous Issue is used to issue material from general accounts ledger in the current organization. This feature can be used to issue items to individuals, departments, projects or to issue damaged goods to expense accounts such as scrap.

Prerequisites

- Transactable inventory item.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.3 Move Order Requisition of Type Move Order Issue with Automatic Allocation

Move order issue is used to issue material from a stock location in the organization. This transaction will check for sufficient material at the stock location, and on approval, will deliver the material to the destination location specified by the user. The material is automatically allocated for transfer from the source location.

Prerequisites

- Reservable stock for the material.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.4 Direct Transfer between Two Inventory Organizations

Direct transfer is used to transfer material from one inventory organization to another. In this type of transfer the receiving organization is not required to perform any operation to receive the material. The material is transferred from the source to the destination organization as soon as the transaction is saved.

Prerequisites

- Material is available at the source organization.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.5 Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations

Inventory intransit shipment is used to transfer material from one inventory organization to another. For this type of transfer, the user creates a shipment from the source organization and saves it. The receiving organization is expected to create a receipt to receive the material. The creation of the receipt concludes the transfer.

Prerequisites

- Material is available at the source organization.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.6 Inventory Sub-inventory Transfer

Sub-inventory transfer is used to transfer material within the current organization between sub-inventories or between two locators within a sub-inventory. This transfer can be performed from an asset to expense sub-inventory and from a tracked to a non tracked sub-inventory.

Prerequisites

- Material is available at the source sub-inventory.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.7 Perform Cycle Counting

Cycle counting is used to check the inventory in a specific location that can be restricted to a particular sub-inventory. Cycle counting is performed in a specific location that can be restricted to a particular sub inventory.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.8 Perform Physical Inventory

Physical inventory is used to check and update the system with the actual on hand inventory. Snapshots are taken of the system inventory values and cross checked with the actual on hand quantity. Reconciliation is performed based on the difference.

During this activity the system will not prevent the user from performing inventory transactions.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.9 Kanban Replenishment

Kanban replenishment is a pull based replenishment to be used on items with a fairly constant demand and high production volume. A Kanban item is defined along with the pull sequence to indicate from where the replenishment will take place. A color card can be used to serve as a trigger to start the replenishment. It is a means of supporting pull-based replenishment in manufacturing systems, which can be replenished from an external supplier or an internal organization.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.10 Min-Max Planning

Min-max planning maintains inventory levels, or sub-inventory level, for all of the items or selected items. With min-max planning, minimum and maximum inventory levels can be specified for the items. When the inventory level, or sub-inventory level, for an item (on-hand quantities plus quantities on order) drops below the minimum, Oracle Inventory suggests a new purchase requisition, internal requisition, move order, or job to bring the balance back up to the maximum.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.11 Replenishment Count

Replenishment count is used to plan and create requisition orders for items that need to be replenished. Verify the replenishment count when the order quantity and the maximum ordered quantity are defined for the item.

Prerequisites

- Replenishment count can only be used at the sub-inventory level.

- Item-sub-inventory relationship.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.12 Standard PO Partial Receipt with Immediate Mode

A standard purchase order is used to receive material from a supplier to the inventory organization. The user creates a purchase order and sends it for approval. After approval the material is shipped to the organization. The receiving organization creates a receipt for the material. During receipt the receiver can choose to receive a partial quantity.

Prerequisites

- Receiving sub-inventory for receipt of material.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.13 Positive Correction Transactions

Positive correction transactions are used for purchase orders. This feature permits the user to increase the quantity on a receipt for a previously received order.

Prerequisites

- Purchase order receipt.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.14 Return to Vendor from Inventory Transactions

Return to vendor feature is used when the receiver wants to return the goods previously received through a purchase order. After receipt of a purchase order, if any goods are to be returned, a return to vendor transaction is created and the goods are sent back to the supplier of the purchase order.

Prerequisites

- Purchase order receipt.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.15 Material Issue through Sales Order

Sales order is used to ship goods to the customer. During the outbound flow, the user creates a sales order. Based on the availability of the goods, the sales order is booked and released. Material is allocated against this sales order and then shipped out to the customer.

Prerequisites

- Reservable and transactable quantity in the inventory location.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

31.16 RMA Direct Receipt

Return material authorization (RMA) is used when the customer, to whom goods have been previously sold, wants to return the goods. These are the goods for which a sales order was previously created. When the goods are returned at the receiving dock, an RMA is created. A receipt is made against this RMA to acknowledge the returned goods.

Prerequisites

- Sales Order that was previously shipped.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

32 Oracle Item Master

Oracle Item Master allows you to define and control items that you stock in inventory. You can set up other parameters here to control the use of items.

This chapter describes the following test flows in Oracle Item Master:

- Create and Copy Item, Apply Template, Assign to Organization and Add Revision

- Create Item With and Without Template and Assign to Organizations

- Update Item Catalog, Categories and MPN through Tools Operations

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 32-1 Predefined Data for Oracle Item Master

Page Name

Field Name

Field Value

User

User Name

MFG

Password

welcome

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Setup Data

Table 32-2 Setup for Oracle Item Master

Window Name

Field Name

Field Value

Organization

Organization

V1, M1

Organization Hierarchy

Organization Hierarchy

M1 is the child organization of V1

32.1 Create and Copy Item, Apply Template, Assign to Organization and Add Revision

Create item with finished goods template. Copy created item with Finished Goods template.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 32-3 Predefined Data for Create and Copy Item, Apply Template, Assign to Organization and Add Revision Flow

Window Name

Field Name

Field Value

Comments

Item template

Template

Finish goods

BOM allowed

Template

ATO Model

Template

Purchased Item

Template

Equipment Item

Setup Data

Not applicable.

32.2 Create Item With and Without Template and Assign to Organizations

Creates item with and without template, copies item and assigns item to organization.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 32-4 Predefined Data for Create Item With and Without Template and Assign to Organizations Flow

Window Name

Field Name

Field Value

Comments

Item template

Template

Finish goods

Enable finished good related attributes

Template

Purchased Item

Enable purchased goods related attributes

Setup Data

Not applicable.

32.3 Update Item Catalog, Categories and MPN through Tools Operations

Updates item catalog, categories and manufacturing part number through tools operations navigation.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Table 32-5 Predefined Data for Update Item Catalog, Categories and MPN through Tools Operations Flow

Window Name

Field Name

Field Value

Item Catalog

Item Catalog

Aircraft - Commercial

Manufacturer

Manufacturer

3M Healthcare

Setup Data

Not applicable.

33 Oracle Landed Cost Management

Oracle Landed Cost Management (LCM) gives organizations financial visibility into their extended supply chain costs, including transportation and handling fees, insurance, duties and taxes.

Oracle LCM initially estimates these costs and later updates them with actual amounts as they become known, allocating them to shipments, orders, and products. This allows companies to maximize profits, improve visibility into outstanding liabilities, enhance competitiveness, and ensure that complex trade activities are compliant with regulatory mandates.

This chapter describes the following test flows in Oracle Landed Cost Management:

- Verify Landed Cost Management Shipment Receipt through Mobile in Pre Receiving Scenario

- Verify Landed Cost Management Shipment Receipt through Forms in Pre Receiving Scenario

- Verify Purchase Order Receipt through Forms in Landed Cost Management Black Box Scenario

- Verify Copying Simulated Landed Cost (SLC) while Calculating Estimated Landed Cost (ELC) for Standard Purchase Order in Service

Prerequisites

- Purchase order.

- Charge types and cost factors are decided, and modifier created for each charge type.

- Organization is LCM enabled, and LCM options are defined for the organization.

Profile Options

Table 33-1 Profile Options for Oracle Landed Cost Management

Profile Name

Profile Value

Level

QP: Licensed for Product

Purchasing

User

QP: Blind Discount Option

Yes

User

QP: Pricing Perspective Request Type

Purchase Order

Site

QP: Pricing Transaction entity

Procurement

User

QP: Source System Code

Oracle Purchasing

User

INL: Default currency conversion type

Corporate

User

INL: Default currency code for QP Charge

USD

User

INL: Default Shipment type for Open interface

St-1

User

INL: Quantity UOM class

Quantity

Site

INL: Weight UOM class

Weight

Site

INL: Volume UOM class

Volume

Site

Predefined Data

Table 33-2 Predefined Data for Oracle Landed Cost Management

Page Name

Field Name

Field Value

Shipment Types

Shipment Type Name

St-1

Shipment Line Types

Shipment Line Type Name

SLT-01

Setup Data

Table 33-3 Window Setup Data for Oracle Landed Cost Management

Window Name

Field Name

Field Value

Create Modifier

Modifier Name

LCM modifier

Inventory Accounting Periods

Accounting Periods

Open the current Period

Organizations

Organization Name

LC1-Seattle Org (Pre-Receiving)

Organization Name

LC2-Seattle Org (Service)

Table 33-4 Page Setup Data for Oracle Landed Cost Management

Page Name

Field Name

Field Value

LCM options

Shipment Number Generation

Shipment Number Type

PO Price Tolerance (%)

Shipment Number Generation

Shipment Number Type

PO Price Tolerance (%)

33.1 Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario

Verifies the receipt of a completed shipment, through a mobile application.

Prerequisites

- Approved purchase order.

- Mobile server.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

33.2 Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario

Verifies receipt of a completed shipment, through Forms. The receiving flow is similar with the purchase order receiving; the difference being that the quantity cannot be updated.

Prerequisites

- Approved purchase order.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

33.3 Verify PO Receipt through Forms in LCM Black Box Scenario

The whole estimated landed Cost (ELC) process is not required to be done manually. Once we receive the purchase order and submit the requests, the estimated landed cost is generated automatically.

Prerequisites

- Approved purchase order.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

33.4 Verify Copying Simulated Landed Cost while Calculating Estimated Landed Cost for Standard Purchase Order in Service

When we request for some new materials, simulate all possible charges during the process of buying it, such as freight, insurance, packing, duty and other charges, then using this flow, we come to know whether the budget is enough for approving the purchase order.

Prerequisites

- Approved purchase order.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

34 Oracle Manufacturing Execution Systems for Discrete Manufacturing

Oracle Manufacturing Execution System for Discrete Manufacturing (MES for Discrete) provides "enhanced" shop floor execution capabilities to enable discrete manufacturers to deploy directly as the Manufacturing Execution System (MES) on their shop floor. Focusing on improving the productivity of the shop floor operator and supervisor, MES for Discrete Manufacturing provides rich, out of the box capabilities to perform their daily tasks. The product enables shop floor operators and supervisors to perform, record, and monitor shop floor activities in a highly efficient and effective manner in addition to providing key performance and status indicators for the shop floor. More importantly, the MES for Discrete Manufacturing application facilitates the removal of non value-added activities on the shop floor and helps maximize shop floor productivity.

This chapter describes the following test flows in Oracle Manufacturing Execution Systems for Discrete Manufacturing:

- Move Transaction with Electronic Records and Electronic Signatures

- Lot Controlled Assembly Transactions

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 34-1 Window Setup Data for Oracle Manufacturing Execution Systems for Discrete Manufacturing

Window Name

Field Name

Field Value

Organization

Organization

M1

WIP Parameters

Intra operation tab - Queue, Run, To Move

Enabled

Table 34-2 Page Setup Data for Oracle Manufacturing Execution Systems for Discrete Manufacturing

Page Name

Field Name

Field Value

User

User Name

MFG

Password

welcome

34.1 Move Transaction with Electronic Records and Electronic Signatures

Creates a discrete job; performs E-record signing for the move transaction.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 34-3 Window Setup Data for Move Transaction with Electronic Records and Electronic Signatures Flow

Window Name

Field Name

Field Value

Master Item

Item Name

AS54888 assembly with BOM and routing defined.

Approvals Management Business Analyst (Standard) - AME Setups

Discrete MES ERES Job Assembly Move

To be configured.

Workflow Administrator Web Applications

Business Event : oracle.apps.wip.mes.job.assembly.move (Discrete MES ERES Job Assembly Move)

To be enabled and subscribed.

Manufacturing Execution System Parameters

Allow Moves from Prior Operations

Yes

Require Badge Number for Move Transactions

Yes

Single User Mode

No

Job Selection Mode

Dispatch List

Table 34-4 Page Setup Data for Move Transaction with Electronic Records and Electronic Signatures Flow

Page Name

Field Name

Field Value

Approvals Management Business Analyst (Standard) - AME Setups

Discrete MES ERES Job Assembly Move

To be configured.

Workflow Administrator Web Applications

Business Event : oracle.apps.wip.mes.job.assembly.move (Discrete MES ERES Job Assembly Move)

To be enabled and subscribed.

Manufacturing Execution System Parameters

Allow Moves from Prior Operations

Yes

Require Badge Number for Move Transactions

Yes

Single User Mode

No

Job Selection Mode

Dispatch List

34.2 Lot Controlled Assembly Transactions

Creates and queries a discrete job, completes the assembly with quality results, and performs return assembly with quality results for lot controlled assembly

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 34-5 Window Setup Data for Lot Controlled Assembly Transactions Flow

Window Name

Field Name

Field Value

Comments

Master Item

Item

AS90002

Lot controlled assembly with BOM and routing (only one standard operation) defined, plain component and supply type - operation pull with adequate on-hand inventory

Collection Plan - Discrete Quality

Collection Plan

MES COMPLETION TNX PLAN

Collection plan should be created with mandatory collection elements *Qty Passed and *Qty Failed

Table 34-6 Page Setup Data for Lot Controlled Assembly Transactions Flow

Page Name

Field Name

Field Value

Comments

Manufacturing Execution System Parameters

Single User Mode

No

Require Badge Number for Move Transaction

Yes

Job Selection Mode

Dispatch List

Job Operation Actions

View Work Content

Work Content Actions

Complete Assembly

Update the MES parameter given by deselecting the Inherit values from Upper level check box, choosing the values Complete Assembly and Return Assembly, from the Available Choice List Actions and moving them to Select.

35 Oracle Manufacturing Execution System for Process Manufacturing

Oracle Manufacturing Execution System (MES) for Process Manufacturing is an add-on application to Oracle Process Manufacturing that provides intensive, multifaceted shop floor execution capabilities. The application allows process manufacturers to deploy Oracle Process Manufacturing directly on their shop floors as the manufacturing execution system (MES). For most process manufacturers, this removes the requirement to invest in a third party or a homegrown MES system, and helps reduce costs while eliminating integration and support issues. MES for Process Manufacturing eliminates many unnecessary and non-value-added activities by providing a structured and standards based shop floor execution toolset.

This chapter describes the following test flows in Oracle Manufacturing Execution System for Process Manufacturing:

- Create Dispensing Setup (Organization Vs Recipe Vs Item)

- Control Batch Record for Material Dispensing

- Control Batch Record Flow for Batch Step Close and Re-open

Prerequisites

- Organization parameters.

- Process execution parameters.

- Open inventory accounting period.

- Open general ledger period.

Table 35-1 Prerequisites for Oracle Manufacturing Execution System for Process Manufacturing

Concurrent Program Name

Parameter

Field Value

Enable MES for Process Manufacturing Functionality

Not applicable.

Not applicable.

Enable Control Batch Record

Not applicable.

Not applicable.

Profile Options

Table 35-2 Profile Options for Oracle Manufacturing Execution System for Process Manufacturing

Profile Name

Profile Value

EDR: E-records and E-signatures

No

Predefined Data

Table 35-3 Predefined Data for Oracle Manufacturing Execution System for Process Manufacturing

Window Name

Field Name

Field Value

User

User Name

Process_ops

Password

welcome

Responsibility

Responsibility Name

Formulator

Production Supervisor

Workflow Administrator Web applications

ERES Administrator

Approvals Management Business Analyst

MES for Process Manufacturing Administrator (Setup, administration and execution, accessibility to MES for Process Manufacturing module.)

Item Template

Template

Process Item (with process manufacturing attributes enabled)

Setup Data

Table 35-4 Setup Data for Oracle Manufacturing Execution System for Process Manufacturing

Window Name

Field Name

Field Value

Organization

Organization

PRU - US Operations (Process Manufacturing)

Inventory Organization

PR1-Main Process Manufacturing

LAB - Process organization

Recipe

Recipe

Recipe and Validity Rule

Product Development Security Manager > Organization parameters > Query for 'LAB'

Laboratory

Enabled

35.1 Create Dispensing Setup (Organization Vs Recipe Vs Item)

Creates dispensing setup with the combination of organizations, recipe and item.

Prerequisites

None.

Profile Options

Table 35-5 Profile Options for Create Dispensing Setup (Organization Vs Recipe Vs Item) Flow

Profile Name

Profile Value

EDR: E-records and E-signatures

No

Predefined Data

Table 35-6 Predefined Data for Create Dispensing Setup (Organization Vs Recipe Vs Item) Flow

Window Name

Field Name

Field Value

Recipe

Recipe

9010v1

Setup Data

Not applicable.

35.2 Control Batch Record Flow for Material Dispense

Sets up E-record for material dispense event, creates a batch, dispenses material to batch and views the control batch record.

Prerequisites

- User has privilege to update business events and subscription.

- A container item with the Unit of Measure same as the Unit of Measure for the dispensable item.

- Dispensing setups for recipe 9010, Version 1.

Profile Options

Table 35-7 Profile Options for Control Batch Record Flow for Material Dispense Flow

Profile Name

Profile Value

EDR: E-records and E-signatures

No

Predefined Data

Not applicable.

Setup Data

Not applicable.

35.3 Control Batch Record Flow for Batch Step Close and Re-open

Sets up E-record for batch and batch step transactions, performs batch transactions and views the control batch record for performed transactions.

Prerequisites

- Batch Step in completed status.

Profile Options

Table 35-8 Profile Options for Control Batch Record Flow for Batch Step Close and Re-open Flow

Profile Name

Profile Value

EDR: E-records and E-signatures

No

Predefined Data

Not applicable.

Setup Data

Not applicable.

36 Oracle Order Management

Oracle Order Management is an order-to-cash solution that provides the capabilities for customers, partners and employees to select the right products and services, negotiate the best prices and ensure timely order fulfillment. Oracle Order Management drives the order fulfillment process of any business. The open, workflow based architecture supports non-customized, tailored and automated fulfillment processes. It captures multi-channel demand from sources including EDI, XML, Telesales and web storefronts. As part of a complete order to cash solution, it enables global order promising and is integrated with Transportation Management.

This chapter describes the following test flows in Oracle Order Management:

- Create Order from Quote for a Standard Line

- Generate Invoice for PTO Model, ATO Model and Standard Line

- Verify Scheduling Dates for Sales Order by Assigning to Ship Sets

- Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit

- Verify Authorization of a Sales Order with Credit Card and Cash

- Create and Verify Tax on Sales Order

- Verify Intercompany Invoicing for Sales Order

- Fulfillment of a Bill Only Line With Standard Item

- Multiple Processing Constraints Validations for a Sales Order Header and Line

- Verify Audit History for a Sales Order Header and Line

- Create Processing Constraints for Customer PO

Prerequisites

- User is logged in with Order Management Super User responsibility.

36.1 Create Order from Quote for a Standard Item

Oracle Quoting offers limited capability to create quotes and progress it through the negotiation phase and finally creates sales order, thus acting as a single point of entry into Oracle Order Management.

The Create Order from Quote for a Standard Item flow creates an order from quote for a standard line, with approvals and converts the same to a sales order.

Prerequisites

- Transaction type Mixed of workflow type Negotiation Flow-Generic.

- Transaction type Mixed of workflow type Negotiation Flow-Generic, with Use Approvals Management Engine check box deselected.

- A customer or party, with address and account number.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 36-1 Setup Data for Create Order from Quote for a Standard Item Flow

Window Name

Field Name

Field Value

Quote

Customer Number

1005 (Pick a Party of type Organization)

Ordered Item

AS54888 (Pick a standard item of finished goods template)

Order Type

Mixed (Pick an Order Type)

Price List

Corporate (Pick a Price List)

36.2 Generate Invoice for PTO Model, ATO Model and Standard Line

Invoice processing in Oracle Order Management is the process by which data from orders and returns is interfaced to Oracle Receivables for the creation of invoices and credit memos, to recognize revenue and manage sales credits. This flow verifies the generation of invoice for the PTO Model, ATO Model and Standard Line.

Prerequisites

- A standard item of type 'Finished Good' template.

- An item of PTO model type with optional classes and optional items.

- An item of ATO model type with optional classes and optional items.

- A customer or party, with address and account number.

- A non-WMS warehouse.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 36-2 Setup Data for Generate Invoice for PTO Model, ATO Model and Standard Line Flow

Window Name

Field Name

Field Value

Sales Order

Customer Number

1005 (Pick a customer number)

Order Type

Mixed (Pick an order type)

Warehouse

M1(Pick a non-WMS organization)

Ordered Item

Vision-SMC-PTO-Model

-Vision-PTO-Non-ATP-Op-Item

-Vision-PTO-ATP-Op-Item

(Pick a PTO model with optional classes and items)

Ordered Item

Vision-ATO-Model

-Vision-ATO-Op-Item

(Pick an ATO model with optional classes and items)

Ordered Item

AS54888(Pick a finished good)

36.3 Verify Scheduling Dates for Sales Order by Assigning to Ship Sets

Creates a sales order and verifies the scheduling dates. This flow assigns the new ship set, adds to the existing hip set and verifies whether lines are getting scheduled or not.

Prerequisites

- A customer or party, with address and account number.

- A non-WMS warehouse.

- Two standard items with finished good template.

- A Hold Source for an item.

- PTO Model with PTO-Model template.

- ATO Model with ATO-Model template.

- Kit Model with Kit-Model template.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 36-3 Setup Data for Verify Scheduling Dates for Sales Order by Assigning to Ship Sets Flow

Window Name

Field Name

Field Value

System Parameters

Schedule Lines on Hold

Yes or No

OM: Auto Schedule Sets

Yes or No

OM: Auto Schedule

Yes or No

Schedule Lines on Hold

Yes or No

Sales Order

Customer Number

1005 (Pick A customer Number)

Warehouse

V1 (Select a non WMS warehouse )

Ordered Item

AS54888 (Select a product)

Ordered Item

AS54999 (Select a product)

Ordered Item

(Select a PTO Model product)

Ordered Item

(Select an ATO Model product)

Ordered Item

(Select a KIT Model product)

Ship Set

Ship Set

Any value for a ship set

36.4 Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit

Users can split lines in the background using the concurrent request Split Configuration in the Sales Orders window. This applies to ATO Models, PTO configurations and Kits. The Defer Split check box in the Split Line window enables splitting configuration lines in the background and continuing with other actions on the sales order. When a user selects the Defer Split box and clicks Split, the Split Configuration concurrent program splits the lines as a background process.

This test flow verifies the split line functionality using the Split Configuration concurrent program for PTO Model line, ATO Model Line and Kit.

Prerequisites

- An item of PTO model type with optional classes and optional items.

- An item of ATO model type with optional classes and optional items.

- An item of type Kit.

- A customer or party, with address and account number.

- A non WMS warehouse.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 36-4 Setup Data for Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit Flow

Window Name

Field Name

Field Value

Sales Order

Customer Number

1006 (Pick A customer number)

Order Type

Mixed (Pick an Order Type)

Warehouse

M1(Pick a non-WMS organization)

Ordered Item

Vision-PTO-Model (Pick a valid PTO model with optional classes)

Ordered Item

Vision-ATO-Model (Pick a valid ATO model with optional classes)

Ordered Item

Vision-SMC-Kit (Pick an item of type Kit template)

36.5 Verify Authorization of a Sales Order With Credit Card and Cash

This flow tests the authorization of a sales order with credit card and cash. It also verifies multiple payments for a standard item.

Prerequisites

- Credit check rule.

- Credit option for the payment terms in the sales order is selected.

- A customer or party, with address and account number.

- A transaction type with the Credit Check rule set at ordering level.

- A non WMS warehouse.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 36-5 Setup Data for Verify Authorization of a Sales Order With Credit Card and Cash Flow

Window Name

Field Name

Field Value

Sales Order

Transaction Type

Mixed (Pick a Transaction Type)

Rule

CC-Rule1

Customer Number

1005(Pick a Party of type Organization)

Warehouse

V1 (Select a valid non WMS warehouse )

Ordered Item

AS54888 (Select a product)

Ordered Item

AS54999 (Select a product )

Name

N30 (Pick a Payment Term)

36.6 Create and Verify Tax on Sales Order

This test flow verifies the tax applicability for a customer who comes under the United States jurisdiction. A tax rate is set up using Tax Manager responsibility with tax rate as 10% with United Status jurisdiction, and tax calculation is verified when a sales order is created for the customer falling under that tax jurisdiction.

Prerequisites

- A new tax rate for a transaction:

- New tax.

- New tax status.

- New tax rate with 10%.

- New tax jurisdiction with geography as NY, United States.

- A customer or party, with address and account number, with bill to site under New York location.

- A tax code.

Profile Options

Not applicable.

Predefined Data

Table 36-6 Predefined Data for Create and Verify Tax on Sales Order Flow

Window Name

Field Name

Field Value

Sales Order

Payment Type

Cash

Setup Data

Table 36-7 Setup Data for Create and Verify Tax on Sales Order Flow

Window Name

Field Name

Field Value

Sales Order

Customer Number

1001 (Pick a Party of Type Organization)

Warehouse

M1 (Pick a non-WMS organization)

Order Type

Mixed (Pick an Order Type)

Price List

Corporate (Pick a Price List)

Ordered Item

AS54888 (Pick a finished good)

Tax Code

VISIONUSSALESTAX (Select a Tax Code)

36.7 Verify Intercompany Invoicing for Sales Order

When a customer processes and invoices an order, the selling organization records entries to Accounts Receivable for revenue, tax and freight. The shipping warehouse records entries to the inventory asset account and cost of goods sold (COGS) account. When the above scenario involves a selling organization in one operating unit and a shipping organization in another operating unit, additional accounting takes place.

The shipping organization must bill the selling organization at the transfer price and the selling organization must make the corresponding payment. The intercompany accounts receivable invoice is the transaction the system uses, to record the intercompany receivable accounting for the shipping organization. It debits the intercompany accounts receivable at transfer price, charges tax and freight cost, and credits the intercompany revenue.

The intercompany Accounts Payable invoice is the transaction the system uses to record the payable accounting for the selling organization. The system debits the intercompany COGS and freight, and credits the intercompany payable account.

This flow verifies the inter-company invoicing as follows:

1. Places an order with the selling operating unit.

2. The system ships the order to the customer from a shipping warehouse associated with an operating unit that differs from the selling operating unit.

3. The shipping operating unit issues an intercompany receivable invoice to the selling operating unit at the transfer price.

4. The selling operating unit issues an intercompany invoice payable to the shipping operating unit.

If the customer is external, then the selling operating unit sends a separate invoice to the customer.

Prerequisites

- Shipping networks between the selling and shipping organizations.

- Intercompany transaction flows between the selling and shipping operating units.

- An internal location for the selling organization.

- An internal customer with an internal location to the customer's ship-to site attached.

- Price lists for selling and shipping OU, and the internally used price lists attached to the internal customer's bill-to site.

- Tax structures in Oracle Payables and Oracle Receivables.

- Oracle Receivables system options are defined.

- Account Generator for the COGS accounts is set up.

Profile Options

Table 36-8 Profile Options for Verify Intercompany Invoicing for Sales Order Flow

Profile Name

Profile Value

AR: Use Parallel Hints

No

Predefined Data

Not applicable.

Setup Data

Table 36-9 Setup Data for Verify Intercompany Invoicing for Sales Order Flow

Window Name

Field Name

Field Value

Requisitions

Item

AS54888 (Pick a finished good)

Organization

M1 Seattle Manufacturing (Pick a non-WMS organization)

Organization (Source)

D1 Singapore Distribution Center (Pick a non-WMS organization)

36.8 Fulfillment of a Bill Only Line with Standard Item

This process refers to the fulfillment of a line, the line type being Bill Only, with standard item and Generic - Bill only with Inventory Interface workflow.

Prerequisites

- A standard item with finished good template.

- A transaction type with line type as Bill Only and process name as Line Flow - Generic, Bill only with Inventory Interface.

- A customer or party.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 36-10 Setup Data for Fulfillment of a Bill Only Line with Standard Item Flow

Window Name

Field Name

Field Value

Sales Order

Order Type

Mixed (Pick an Order Type)

Customer Number

1006 (Pick a Party of Type Organization)

Warehouse

V1 (A non WMS Warehouse can be selected)

Ordered Item

AS54888 (A product can be selected)

Payment Terms

N30 (A Payment Term value can be selected)

36.9 Multiple Processing Constraints Validations for a Sales Order Header and Line

This test flow verifies multiple processing constraints validations for a sales order header and line for change in payment terms, customer purchase order and warehouse.

Prerequisites

- Processing constraints for the warehouse, customer PO and payment terms attributes are created for both header and line.

- A non WMS warehouse.

- A valid customer or party, with address and account number.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 36-11 Setup Data for Multiple Processing Constraints Validations for a Sales Order Header and Line Flow

Window Name

Field Name

Field Value

System Parameters

Audit Trail

Enable when Order is Entered

Sales Order

Order Type

Mixed (Pick an Order Type)

Payment Terms

N30 (Pick a Payment Term)

Customer Number

1006 (Pick a Party of type Organization)

Warehouse

M1 (Pick a Non-WMS Warehouse)

Ordered Item

AS54888 (Pick a product)

Processing Constraints

(Application :Order Management)

(Entity: Order Header and Order Line)

Operation

Group

Scope

Validation Entity

Record Set

Validation Template

User Message

Update

101

Any

Order Header

Order

Booked

Booked

User Action

Require Reason and Require History

Generate Version and Require Reason

Not Allowed

Attribute

Payment Term

Warehouse

Customer PO

36.10 Verify Audit History for a Sales Order Header and Line

This flow verifies the audit history recorded for a sales order header and line, for change in payment terms.

Prerequisites

- Processing constraints for the attribute payment terms for both header and line.

- A non WMS warehouse.

- A customer or party, with address and account number.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 36-12 Setup Data for Verify Audit History for a Sales Order Header and Line Flow

Window Name

Field Name

Field Value

System Parameters

Audit Trail

Enable when order is entered

Sales Order

Customer Number

1006 (Pick a party of type Organization)

Warehouse

V1 (Pick a non WMS warehouse )

Ordered Item

AS54888 (Pick a product)

Payment Terms

N 30 (Pick a payment term)

Processing Constraints

(Application :Order Management)

(Entity: Order Header)

Operation

Attribute

User Action

Group

Scope

Validation Entity

Record Set

Validation Template

User Message

Update

Payment Term

Require Reason and Require History

101

Any

Order Header

Order

Booked

Booked

Processing Constraints

(Application :Order Management)

(Entity: Order Line)

Operation

Attribute

User Action

Group

Scope

Validation Entity

Record Set

Validation Template

User Message

Update

Payment Term

Require Reason and Require History

101

Any

Order Line

Line

Booked

Booked

36.11 Create Processing Constraints for Customer PO

The processing constraints for a customer PO attribute are checked for the processing constraints with user action as Versioning and Not Allowed. User can create the processing constraints for Not Allowed user action for customer PO and verify the same in the sales order. Also, the versions of a sales order are generated whenever the customer PO is updated.

Prerequisites

- A customer or party.

- A non WMS warehouse.

Profile Options

Not applicable.

Predefined Data

Table 36-13 Predefined Data for Create Processing Constraints for Customer PO Flow

Window Name

Field Name

Field Value

Processing Constraints

Validation Entity

Order Header

Attribute

Customer PO

User Action

Not Allowed

Setup Data

Table 36-14 Setup Data for Create Processing Constraints for Customer PO Flow

Window Name

Field Name

Field Value

Sales Order

Customer

Business World (Pick a party of type organization)

Warehouse

V1 (Pick a warehouse)

Ordered Item

AS54888 (Pick a product)

37 Oracle Process Manufacturing

This chapter describes flows for Oracle Process Manufacturing (OPM).

37.1 Oracle Process Manufacturing Costing

Oracle Process Manufacturing (OPM) Costing combines detailed cost tracking features with flexible analytical tools to help process manufacturers determine their true product costs. OPM Costing supports Standard, Actual and Lot costing types to calculate costs and create reports to analyze data at the most granular level. Using Oracle Sub-ledger application, necessary accounting entries are created for all the transactions. OPM Costing is part of Oracle Process Manufacturing (OPM), an integrated suite of E-Business applications, which addresses specific needs of process manufacturers.

This chapter describes the following test flows in Oracle Process Manufacturing Costing:

- OPM Costing Distributions for Inventory Transfers across Organizations

Prerequisites

- Open inventory accounting period.

- Open general ledger period.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

37.1.1 OPM Costing Distributions for Inventory Transfers across Organizations

Creates dual unit of measure enabled lot items, purchase orders and shipping networks. Performs inter organization transfer and material receipts. Runs OPM Actual Cost Processor, Cost Update and Pre-Processor.

Prerequisites

None.

Profile Options

Table 37-1 Profile Options for OPM Costing Distributions for Inventory Transfers across Organizations Flow

Profile Name

Profile Value

SLA: Accounting Methods Builder Context

OPM (Owner > User)

Predefined Data

Table 37-2 Window Predefined Data for OPM Costing Distributions for Inventory Transfers across Organizations Flow

Window Name

Field Name

Field Value

Responsibility

Responsibility Name

1. Manufacturing and Distribution Manager (Process Operations) , Inventory, Items , Master Items

2. Purchasing, Purchase Orders, Purchase Orders

3. Inventory, Transactions, Receiving, Receipts

4. OPM Financials

Item Template

Template

Process Item (with process manufacturing attributes enabled)

OPM Financials, setup, Fiscal Policy

Cost Type

PMAC (Actual Costing)

Table 37-3 Page Predefined Data for OPM Costing Distributions for Inventory Transfers across Organizations Flow

Page Name

Field Name

Field Value

GL > Accounting Setup Manager > Ledger

Ledger Name

OPM US

Setup Data

Table 37-4 Setup Data for OPM Costing Distributions for Inventory Transfers across Organizations Flow

Window Name

Field Name

Field Value

Organization

Organization

PRU - US Operations (Process Manufacturing)

Inventory Organization

PR is the item master org

PR1-Shipping Organization

PR2-Receiving Organization

Supplier

Supplier Name

Use Supplier as "Bigmart" for creating Purchase Orders and site as "BENTONVILLE".

Unit Of Measure

Unit of Measure

LB & EA

37.2 Oracle Process Manufacturing Execution

Oracle Process Manufacturing Execution ensures manufacturing consistency throughout the production cycle by providing tight control over ingredients and processes, balanced with the flexibility to respond to changing plant conditions. OPM Process Execution is part of the Oracle E-Business Suite, an integrated set of applications that are engineered to work together.

This chapter describes the following test flows in Oracle Process Manufacturing Execution:

Process Manufacturing Batch Creation

Prerequisites

- Organization parameters.

- Process execution parameters.

- Open inventory accounting period.

- Open general ledger period.

Profile Options

Table 37-5 Profile Options for Oracle Process Manufacturing Execution Flow

Profile Name

Profile Value

EDR: Server Time zone

(GMT -07:00) Pacific Time( Make sure to set this value in line with server time zone )

EDR: E-records and E-signatures

No

Predefined Data

Table 37-6 Predefined Data for Oracle Process Manufacturing Execution Flow

Window Name

Field Name

Field Value

Responsibility

Responsibility Name

Process Engineer (Access to Process Engineer Functionality (Engineering Workbench, Routings, Operations, Recipes)

Formulator (Access to Formulator (New Product Development, Formula/Recipe Management)

Inventory SuperUser (Process Operations) (Access to Oracle Inventory for OPM operating unit and Ledger (PRU - US Operations, OPM US). Access to Reservation form

Manufacturing and Distribution Manager, Process Operations

Order management super user

Advanced Pricing (Access to Price list name :Process)

Production supervisor

(Access to Process manufacturing Make to order program, Make to order rules)

Item Template

Template

Process Item (with process manufacturing attributes , Order management attributes enabled)

Recipe Status

Status Code

Approved for General Use

Price list

Process

Active

Setup Data

Table 37-7 Window Setup Data for Oracle Process Manufacturing Execution Flow

Window Name

Field Name

Field Value

Order management set ups

Order management system parameters

Item validation org =PR1

Price list set up

Price list

Process

Recipe and Validity Rule

Status

Approved for general use

Table 37-8 Page Setup Data for Oracle Process Manufacturing Execution Flow

Page Name

Field Name

Field Value

Customer

Customer

Big mart , Location : MAINSHIP

37.2.1 Process Manufacturing Batch Creation Flow

Creates setup for process execution parameters, creates items, on-hand quantity, recipes and batches, reservations and move orders.

Prerequisites

None.

Profile Options

Table 37-9 Profile Options for Process Manufacturing Batch Creation Flow

Profile Name

Profile Value

EDR: Server Time zone

Profile value should match the value in the server time zone Profile

EDR: E-records and E-signatures

No

Predefined Data

Not applicable.

Setup Data

Table 37-10 Setup Data for Process Manufacturing Batch Creation Flow

Window Name

Field Name

Field Value

Production supervisor > Setup > Process Execution parameters

Document Numbering

Automatic

37.3 Oracle Process Manufacturing Product Development

Oracle Process Manufacturing Product Development delivers comprehensive and powerful tools that allow process manufacturers to manage the product lifecycle from inception through production, accelerate innovation to market, assure consistent, quality products, and minimize costs and compliance risks. Oracle Process Manufacturing Quality Management empowers process companies to achieve product consistency, enforce proactive quality assurance, streamline quality lab productivity, and assure customer and regulatory compliance.

This chapter describes the following test flows in Oracle Process Manufacturing Product Development:

- Process Manufacturing Product Development Setups

Prerequisites

- Organization parameters.

- Product development parameters.

Profile Options

Table 37-11 Profile Options for Oracle Process Manufacturing Product Development Flow

Profile Name

Profile Value

EDR: E-records and E-signatures

No

Predefined Data

Table 37-12 Predefined Data for Oracle Process Manufacturing Product Development Flow

Window Name

Field Name

Field Value

User

User Name / Password

Process_ops/welcome

Responsibility

Responsibility Name

Process Engineer (Access to Process Engineer Functionality (Engineering Workbench, Routings, Operations, Recipes)

Formulator (Access to Formulator (New Product Development, Formula/Recipe Management)

Inventory SuperUser (Process Operations) (Access to Oracle Inventory for OPM operating unit and Ledger (PRU - US Operations, OPM US).

Product Development Security Manager

Quality Manager

Manufacturing and Distribution Manager, Process Operations

Approval Management Business Analyst Standard

Item Template

Template

Process Item (with process manufacturing attributes enabled)

Formula Status

Status Code

Approved for General Use

Setup Data

Table 37-13 Setup Data for Oracle Process Manufacturing Product Development Flow

Window Name

Field Name

Field Value

Organization

Organization

PRU - US Operations (Process Manufacturing)

Inventory Organization

LA0 - Lab Organization

Inventory Organization

LAB-LAB: Default LAB

Inventory Organization

PR1-Main Process Manufacturing

Inventory Organization

PR2 - Process Organization

Unit Of Measure

Unit of Measure

LB, EA, CSE, %, g/ml

Product Development Security Manager, Security Control

Formula Security Enabled

No (Disable)

Sub inventory

Sub inventory

PR1 & GEN-RM in Org PR1

Locator

Locator

PR1.1.1. in PR1

GEN-RM.1.1 in GEN-RM

Item

Item

9010 (process enabled, Dual UOM item, Primary UOM : CSE, Secondary UOM: LB, Defaulting=Default), non revision control

Recipe Generation

Recipe Generation

Manual

37.3.1 Process Manufacturing Product Development Setups

Creates setup for product development parameters, formula, routing, recipes and recipe validity rules.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

37.3.2 Quality Sampling for Purchase Order Receiving

Creates setup for quality specification, validity rules. Creates purchase order and receives inventory, auto-create production samples through workflow.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 37-14 Setup Data for Quality Sampling for Purchase Order Receiving Flow

Window Name

Field Name

Field Value

Supplier

Supplier

Bigmart, Site BENTONVILLE

Quality Manager > Setup > Tests

Tests

PLPDENSITY

PR1ACTIVE

PR1BRIGHT

PR1DENSITY

38 Oracle Quality

Oracle Quality is a flexible enterprise-wide quality management system that lets you collect, distribute and analyze critical quality data throughout your supply chain. Oracle Quality is part of the Oracle E-Business Suite, and is tightly integrated with Oracle Work In Process, Oracle Flow Manufacturing, Oracle Shop Floor Management, Oracle MES for Discrete Manufacturing, Oracle Purchasing, Oracle Internet Supplier Portal, Oracle Mobile Supply Chain, Oracle Warehouse Management System, Oracle Enterprise Asset Management, Oracle Depot Repair, and Oracle Service, enabling you to collect quality data at source.

This chapter describes the following test flows in Oracle Quality:

- Create Quality Setups and Capture Quality Results

- Purchase Order Inspection with Quality

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

38.1 Create Quality Setups and Capture Quality Results

Creates collection element and collection plan. Enters, updates, and views quality results and generates reports.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 38-1 Setup Data for Create Quality Setups and Capture Quality Results Flow

Window Name

Field Name

Field Value

Comments

User

User name /password

MFG/welcome

Master Item

Item

G1000

Plain item

Collection Element

Element Name

Item

Mandatory, Enabled, Displayed

Element Name

RP_NUM3

Enabled, Displayed

Element Name

RP_NUM4

Enabled, Displayed

Element Name

Comments

Mandatory, Enabled, Displayed

Element Name

Result

Enabled, Displayed

Collection plan template

Template Name

RP_CP_SPEC

Contains following element: Item, RP_NUM3, RP_NUM4

38.2 Purchase Order Inspection with Quality

Creates, receives, and inspects purchase order and moves it to sub-inventory.

Prerequisites

None.

Profile Options

Table 38-2 Profile Options for Purchase Order Inspection with Quality Flow

Profile Name

Default Value or User value

Profile Value

QA:PO inspection

Default Value

Oracle Quality

ICX: Date format mask

31-DEC-1999

Predefined Data

Not applicable.

Setup Data

Table 38-3 Window Setup Data for Purchase Order Inspection with Quality Flow

Window Name

Field Name

Field Value

Comments

Organization

Organization Name

V1 - Master Organization

Organization Name

M1 - Child Organization

Master Item

Item Name

MS-PUR2

Inventory item, Stackable, Transact able, Reserve able

Purchased, Purchasable,

List price:10

Location

Location

123

Collection plan

Collection plan

PO INSPECTION PLAN

Mandatory for receiving transaction. Trigger: Item is MS-PUR2

Mandatory for inspection transaction. Trigger: Item is MS-PUR2

Create collection plan with the following collection elements.

Item, Inspection Result (prompt: Inspect Result and it is mandatory), Quantity (mandatory) UOM Name (Prompt: UOM), PO Quality Code (Prompt: Quality Code), Inspection Reason Code (Prompt: Inspect Reason), Inspection Supplier Lot Number (Prompt: Sup Lot Number), Transaction Date (Prompt: Transact Date and mandatory), Comments.

Sub inventory

Sub inventories

FGI

Qty Tracked, Asset, Locator Control: Item level control

Table 38-4 Page Setup Data for Purchase Order Inspection with Quality Flow

Page Name

Field Name

Field Value

Comments

Supplier

Supplier Name

Allied Manufacturing

Supplier Site

SAN JOSE -ERS

39 Oracle Service Contracts

Oracle Service Contracts simplifies contract management and provides a centralized repository for entitlement information. It helps to rapidly create, manage, and update service contracts, warranties, and extended warranties on sales of goods or services. It also provides service based on real-time entitlement data. As a result, organizations can minimize contract leakage, increase recurring revenues, and provide targeted services while reducing operational costs.

This chapter describes the following test flows in Oracle Service Contracts:

- Authoring a Contract

- Bank Account and Credit Card Consolidation

- Verify Deferred Revenue Recognition

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

39.1 Authoring a Contract

Authors a service contract with different lines and corresponding sub lines. The contract is authored with the help of a template and by copying an existing contract. Authors a service contract with usage lines and contract status as QA hold.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 39-1 Setup Data for Authoring a Contract Flow

Window Name

Field Name

Field Value

Service Contracts Authoring

Customer

Business World

Item

WR23763

Product

AS5488

Usage Item

QP-LPTR-U

Usage Sub line Item

QP-LPTR-103

39.2 Bank Account and Credit Card Consolidation

Authores a service agreement with payment method as Credit Card, using different credit cards at header and line level, and billing them.

Prerequisites

None.

Profile Options

Table 39-2 Profile Options for Bank Account and Credit Card Consolidation Flow

Profile Name

Profile Value

Level

OKS: Payment Method for AR Interface

Credit Card

User

Predefined Data

Not applicable.

Setup Data

Table 39-3 Page Setup Data for Bank Account and Credit Card Consolidation Flow

Page Name

Field Name

Field Value

Customer

Customer name

Business World

Table 39-4 Window Setup Data for Bank Account and Credit Card Consolidation Flow

Window Name

Field Name

Field Value

Credit card

Number

4111111111111111

Credit Brand

Master

Expiration Date

31-dec-2013

Statement Billing Address

2391 L Street, San Jose, CA 95106 ,US

39.3 Verify Deferred Revenue Recognition

Creates a service contract with a covered product with acceptance from Oracle Order Management and checks the revenue generated for it. The revenue will not be recognized as the lines in sales order are not recognized.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 39-5 Setup Data for Verify Deferred Revenue Recognition Flow

Window Name

Field Name

Field Value

Period Type

Period Type

Day

Periods Per Year

365

Year Type

Calendar

Description

365 Days Per Year

Accounting Calendar

Prefix

01-JAN-2013

Type

Day

Year

2013

Qtr

1

Num

1

From

01-Jan-2013

To

01-Jan-2013

Name

01-Jan-2013

Accounting Calendar setup

Date

2 Months

Accounting Rules

Name

Variable - Day

Type

Accounting, Variable Duration

Period

Day

Schedule

Period

1

Percent

10

40 Oracle Shipping Execution

Oracle Shipping helps manage picking, packing, containerization and shipping of goods to customers. Additionally, it supports trip and delivery planning, pick release and shipment confirmation.

This chapter describes the following test flows in Oracle Shipping Execution:

- Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All.

- Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip

- Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm.

Prerequisites

Shipping parameters and global parameters defined for the specific organization.

Role with grants to access Shipping Transaction Form (STF) actions and user associated with the role.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

40.1 Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All.

Major actions that user can perform from Delivery tab of Shipping Transaction Form (STF) are auto creating a delivery for a delivery detail, auto creating the trip from delivery actions and printing various shipping documents.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

- Unit of measure conversions to be defined between Each and DZ.

- Sales order lines created with unit of measure as DZ.

40.2 Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip

Ship confirming an order using trip, creates order with SMC PTO model and pick releases, auto creates trip and completes the ship confirmation.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

- PTO Model with included items and optional class and optional items

40.3 Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm

Using Autopack Master functionality user packs delivery details into container and packs the packed container into a master container. User can also check two level packing associated containers and LPN in Shipping Transaction Form.

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Item container relationship to be defined for shipping items and first level of container, master container and container item.

41 Oracle Shop Floor Management

Oracle Shop Floor Management provides complete visibility of all the manufacturing work order activity. It can extend across different plants to track product lot activities from raw materials to finished goods as a single repository of shop floor information. It helps ensure the continuum between planning, scheduling, and execution including complex lot transactions, dynamic routing, and end-to-end genealogy of products, modeling and tracking of operation yield costs.

This chapter describes the following test flows in Oracle Shop Floor Management:

- Move Lot Based Job

Prerequisites

None.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 41-1 Window Setup Data for Oracle Shop Floor Management

Window Name

Field Name

Field Value

Organization

Organization Code

M4

Organization Parameters

Lot Control - Uniqueness

None

WIP Parameters

Fields in Intra operation Tab

Queue, Run, To Move and Scrap are checked

Accounting Class

FAB-WAC-M4

Table 41-2 Page Setup Data for Oracle Shop Floor Management

Page Name

Field Name

Field Value

User

User name /password

MFG/welcome

41.1 Move Lot Based Job

Creates lot based work order; performs jump, move, and undo move operations, and completes job with scrap operation.

Prerequisites

None.

Profile Options

Table 41-3 Profile Options for Move Lot Based Job Flow

Profile Name

Profile Value

WSM: Allow Operation Jumps

Yes

Predefined Data

Not applicable.

Setup Data

Table 41-4 Setup Data for Move Lot Based Job Flow

Window Name

Field Name

Field Value

Comments

Master Items

Item Name

CM61000

Lot controlled assembly having BOM and routing and assigned to M4 organization. (components are of Push supply type)

42 Oracle Work in Process

Oracle Work in Process is the core of Oracle's Discrete Manufacturing solution. Oracle Work in Process by itself provides a complete production management system that improves productivity, quality, and responsiveness while maximizing throughput and production. Complete picture of transactions, materials, resources, costs, and job and schedule progress can be tracked. In conjunction with other modules within Oracle Discrete Manufacturing foot print, Oracle Work in Process provides support for enterprise wide quality management, lot and serial genealogy and traceability and support for various methods of planning and cost accounting, irrespective of whether your entire manufacturing is in-house or you use services of contract manufacturers.

This chapter describes the following test flows in Oracle Work in Process:

- Create, Transact and Complete Standard Discrete Job

- Work Order Less Completion Transactions

- Mobile Serialized Transactions

Prerequisites

None.

Profile Options

Table 42-1 Profile Options for Oracle Work in Process

Profile Name

Profile Value

WIP: Define Discrete Job Form

Interactive definition

Predefined Data

Table 42-2 Page Predefined Data for Oracle Work in Process

Page Name

Field Name

Field Value

User

User name /password

MFG/welcome

Responsibility

Responsibility Name

Manufacturing and Distribution Manager

Table 42-3 Mobile Predefined Data for Oracle Work in Process

Mobile

Field Name

Field Value

Comments

Telnet

Responsibility Name

Material & Mfg

Accessibility for this responsibility is for the user

Setup Data

Table 42-4 Setup Data for Oracle Work in Process

Window Name

Field Name

Field Value

Comments

Organization

Organization Name

V1

V1 master organization

Organization Name

M1

M1 child organization

42.1 Create, Transact and Complete Standard Discrete Job

Creates standard work order; performs move, issue and resource transactions and completes the work order.

Prerequisites

- Finished assembly is plain.

- BOM, routing for the item.

- All the dependent components with on-hand inventory.

- Routing for the assembly with two standard operations.

Profile Options

Not applicable.

Predefined Data

Table 42-5 Predefined Data for Create, Transact and Complete Standard Discrete Job Flow

Window Name

Field Name

Field Value

Discrete Job

Type

Standard

WIP Parameters

Class

Discrete

Discrete Job

Status

Released

Discrete Job Routing tab

Sub inventory

Stores

Setup Data

Table 42-6 Setup Data for Create, Transact and Complete Standard Discrete Job Flow

Window Name

Field Name

Field Value

Comments

Discrete Job

Assembly

FORTE_STND_ASSY

Bill of Material

Components

RP_COMP1

Plain component with supply type : push

Sub inventory : Stores

Operation sequence : 20

Components

CHA_SR1

Serial controlled component with supply type : Push

Sub inventory : Stores

Operation sequence : 20

Components

CHA_LOT_SR_CMP1

Lot and serial controlled component with supply type : Push

Sub inventory : Stores

Operation sequence : 20

Components

RP_COMP2

Plain component with supply type : assembly pull

Sub inventory : Stores

Operation sequence : 10

Components

CHA_SR3

Serial controlled component with supply type assembly pull

Sub inventory: Stores

Operation sequence: 10

Components

CHA_LOT_SR_CMP3

Lot and serial controlled component with supply type : assembly pull

Sub inventory : Stores

Operation sequence : 10

Routing

Standard Operation

APRT

Standard operation should have resource attached

Standard Operation

ASBL

Standard operation should have resource attached

42.2 Work Order Less Completion Transactions

Work order less completion transaction for plain and lot controlled assembly, work order less scrap transaction for plain.

Prerequisites

- Finished assemblies are plain and lot controlled.

- BOM, routing for the item.

- All the dependent components with on hand inventory.

- Routing for the assemblies with two standard operations.

Profile Options

Not applicable.

Predefined Data

Table 42-7 Predefined Data for Work Order Less Completion Transactions Flow

Window Name

Field Name

Field Value

WIP Parameters

Class

Discrete

Sub inventory

Stores

Setup Data

Table 42-8 Setup Data for Work Order Less Completion Transactions Flow

Window Name

Field Name

Field Value

Comments

Work Order less

Assembly

FORTE_WOL_ASSY1

Assembly

FORTE_WOL_ASSY2

Lot controlled assembly with start prefix 'L' and Start Num=0001.

Bill of Material

Components

PLAIN

Plain component with supply type : Operation pull, Sub inventory as Stores at operation : 10 for assembly : FORTE_WOL_ASSY1

Components

SERIALITEM

Serial controlled component with supply type : Operation push, sub-inventory as Stores at operation : 20 for assembly : FORTE_WOL_ASSY1

Components

PLAIN2

Plain component with supply type : Operation push, sub-inventory as Stores at operation : 10 for assembly : FORTE_WOL_ASSY2

Components

LOTITEM

Lot controlled component with start prefix 'LT' and Start Num=0001.

Supply type=Operation pull ,Sub inventory as Stores at operation : 20 for assembly FORTE_WOL_ASSY2

Routing

Standard Operation

APRT

Standard operation should have resource attached

Standard Operation

ASBL

Standard operation should have resource attached

42.3 Mobile Serialized Transactions

Creates work order for a serialized assembly; performs move, scrap, reject, and return, issue and resource transactions, and completes the work order.

Prerequisites

- Finished assembly is serial controlled.

- BOM and routing for the item.

- All the dependent components with on hand inventory.

- Lot & serial control assemblies with more than one lot number.

- Routing for the assembly with three operations, first two being standard.

Profile Options

Not applicable.

Predefined Data

Table 42-9 Predefined Data for Mobile Serialized Transactions Flow

Window Name

Field Name

Field Value

Discrete Job

Sub inventory

Stores

WIP Parameters

Default serialization start operation

Check

Class

Discrete

Required Scrap Account

Check

Default Scrap Account

Alias and Scrap Number should be empty

Transaction Processing Mode

Online

Default Intra Operating Step for Assembly Moves

To move

Setup Data

Table 42-10 Setup Data for Mobile Serialized Transactions Flow

Window Name

Field Name

Field Value

Comments

Master Items

Assembly

MOB_SER_ASSY

Serial controlled assembly

Bill of Material

Components

MOB_PLAIN1

Plain component with supply type Push, Sub inventory as Stores at Operation sequence: 10

Components

MOB_SR1

Serial controlled component with supply type Push, Sub inventory as Stores at Operation sequence: 10

Components

MOB_LOT_SR1

Lot and serial controlled component with supply type Push, Sub inventory as Stores at Operation sequence: 10

Components

MOB_LOT_SR2

Lot and serial controlled component with supply type operation Pull, Sub inventory as Stores at Operation sequence: 10

Components

MOB_SR2

Serial controlled component with supply type operation Pull, Sub inventory as Stores at Operation sequence: 10

Components

MOB_PLAIN2

Plain component with supply type operation pull, Sub inventory as Stores at Operation sequence: 10

Components

MOB_PLAIN3

Plain component with supply type Assembly pull at Operation sequence: 20

Components

MOB_SR3

Serial controlled component with supply type Assembly Pull, Sub inventory as Stores at Operation sequence: 20

Components

MOB_LOT_SR3

Lot and serial controlled component with supply type Assembly Pull, Sub inventory as Stores at Operation sequence: 20

Routing

Standard Operation

APRT

At Operation sequence 10

Standard Operation

ASBL

At Operation sequence 20

Non Standard Operation

Operation (without referring to standard operations) should be added at operation sequence 30

43 Oracle Warehouse Management System

Oracle Warehouse Management System (WMS) is the next-generation warehousing solution which includes an excellent task management system. Oracle Warehouse Management System brings operational flexibility via its rules-based architecture. It is capable of handling warehouse environments where transaction volumes are high and business processes are complex.

This chapter describes the following test flows in Oracle Warehouse Management System:

- Over Pick Under Pick Without Exception

- Work In Progress PutAway

- Inspection Purchase Order Receipt and Put Away With New Operation Plan Attached to Plain Item

- Direct Ship Base Case

- Perform License Plate Number Ship for Alias-Enabled Sub Inventory

- Express Return from Inventory to Supplier

- Pick None and Curtail Pick Exceptions

- Return Material Authorization

- Bulk Pack Cartonization

Prerequisites

- Earliest acceptable date and latest acceptable date in Sales Order Line - Shipping tab are in Hide status.

Profile Options

Table 43-1 Profile Options for Oracle Warehouse Management System

Profile Name

Profile Value

RC: Processing Mode

On-line

Predefined Data

Not applicable.

Setup Data

- Warehouse management system enabled organization (W1).

- Create a resource by assigning it to a department.

- Sub inventories get created along with the storage locator, receiving locator and staging locator.

- Define shipping parameters as below:

- Weight, volume class and unit of measure values are defined.

- Release sequence rule, pick slip grouping rule and default staging sub inventory are set as per the requirement.

- Ship confirm rule is optionally defined.

- Define picking methodologies.

- Open inventory accounting periods.

- Create item using the Purchase Item template and added to the price list.

43.1 Over Pick Under Pick Without Exception

Warehouse Management System picking process supports picking more than the requested quantity, but only after the user has selected an exception to indicate intent to over pick. This process also validates the confirmed quantity against the over pick tolerance that is defined either at the time of creation of a sales order or is defined for a customer and item combination as a part of setup in Order Management. The requirement is to change the picking process, so that the user does not have to select pick over exception to be able to pick over. Same is the case with pick partial flow.

Prerequisites

- Transaction reasons - Pick Over and Pick Partial.

- Advanced Pick Load (APL) template associated with user task type.

- "Allow under pick without exception" is set to Yes in APL template.

- WMS picking rules assigned in WMS Rules Workbench.

Profile Options

Table 43-2 Profile Options for Over Pick Under Pick Without Exception Flow

Profile Name

Profile Value

Level

WSH: Over picking Enabled

Yes

Site

Predefined Data

Table 43-3 Predefined Data for Over Pick Under Pick Without Exception Flow

Window Name

Field Name

Field Value

Organization Parameters

Over Pick Checkbox

Checked

Setup Data

Table 43-4 Setup Data for Over Pick Under Pick Without Exception Flow

Window Name

Field Name

Field Value

Pick Load Page Template

Template Name

GENERAL

Define Picking Methodologies

Rule Name

Order Picking

43.2 Work In Progress PutAway

Work in Progress (WIP) completion can be performed for discrete jobs that have quantity available to complete. After identifying the License Plate Number (LPN) to complete into, and the job or assembly which is being completed, there is an option of either completing directly into inventory, or allowing the LPN to reside in WIP until another operator puts the LPN away. The completion and put away process can be included in one continuous flow, or the process can be split into two separate parts. In this flow LPN resides in WIP until the operator puts the LPN away.

Prerequisites

- Item is created in the organization by copying from the Finished Goods template.

- WMS putaway rules and putaway strategy is assigned in WMS Rules Workbench.

- In Rules Work Bench page, under PutAway tab, Seq no: 1 is deleted.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 43-5 Setup Data for Work In Progress PutAway Flow

Window Name

Field Name

Field Value

Organization Parameters

Organization

W1

43.3 Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item

Advanced task framework uses operation plans to define the routing of material from a receiving area to the storage area. An operation plan is similar to manufacturing routing. Like routing, an operation plan defines the sequence of operations and when the operations occur. An operation plan has a unique name, and a description to describe what the operation plan does.

Prerequisites

- Operation plan for plan type defined as inspection.

- WMS task type assignment rule is defined with Inbound as activity and return value as defined operation plan.

- WMS putaway rules and putaway strategy is assigned in WMS Rules Workbench.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 43-6 Setup Data for Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item Flow

Window Name

Field Name

Field Value

Operation Plan

Activity

Inbound

WMS Rule

Type

Operation Plan Selection

43.4 Direct Ship Base Case

Oracle WMS enables users to ship confirm material for a sales order line without having to pick release or pick confirm the delivery lines. This feature is enabled by selecting the Direct Shipping Allowed check box located on the Warehouse tab of the Organizational Parameters desktop window. Selecting this check box allows normal pick release shipping methods. Both direct shipping and normal pick release shipping can be utilized by selecting Direct Shipping Allowed.

Prerequisites

- Direct shipping enabled at organization parameter level.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

43.5 Perform LPN Ship for Alias-Enabled Sub Inventory

When a mobile page containing the locator field is rendered and presented to the user, it displays the actual locator name. When an operator attempts to confirm the locator, he or she is required to enter or scan the locator alias. The system does not accept any value other than the locator alias. On typing the alias name, the locator name corresponding to that alias name in that sub-inventory is returned automatically.

For uniqueness defined at the sub inventory level, the alias name for locators belonging to one sub inventory has to be unique. No two locators in one sub inventory can have the same locator alias name. But locators from two different sub inventories within the same organization can have the same locator name.

For uniqueness defined at organization level, the alias name across the organization has to be unique; that is, two different sub inventories belonging to the same org cannot have the same locator alias name.

Prerequisites

- Enable Locator Alias is selected at sub inventory level.

- Locator alias name is specified.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 43-7 Setup Data for Perform LPN Ship for Alias-Enabled Sub Inventory Flow

Window Name

Field Name

Field Value

Organization Parameters

Enforce Locator Alias Uniqueness

Checked

43.6 Express Return from Inventory to Supplier

Receiving returns functionality enables users to perform returns to suppliers and receiving. Users use the receiving returns functionality to return delivered items to receiving or to return received or delivered items to the supplier. Oracle Warehouse Management offers a one step or a two step process for returns. This option is determined by the WMS: Express Returns profile option. If enabled, the operator can perform return in one way (through desktop only). If disabled, the operator can perform return in two ways - desktop and mobile. In this test flow, we perform the express return from inventory to supplier.

Prerequisites

None.

Profile Options

Table 43-8 Profile Options for Express Return from Inventory to Supplier Flow

Profile Name

Profile Value

Level

WMS: Express Returns

Yes

Site

Predefined Data

Not applicable.

Setup Data

Not applicable.

43.7 Pick None and Curtail Pick Exceptions

To raise a task exception in Oracle Warehouse Management, a transaction reason set up is required and it should be linked to the reason type. While entering an exception during the picking process, we need to select the reason for the exception.

Curtail Pick and Pick None are the two reason contexts, in which Pick None is applied when there is no need to perform the task from that locator or the system assumes that there is no on-hand quantity available in that locator while Curtail Pick ends the picking process after picking a few license plate numbers (LPN) or lots and loads the contents.

This flow tests APL Exceptions like Pick None and Curtail Pick and finally performs LPN ship. The script also periodically checks the inventory before and after critical transactions so as to keep track of the material being moved or transacted and to check the validity and the accuracy of the transactions.

Prerequisites

- Transaction reasons - pick none and curtail pick are created.

- WMS picking rules are assigned in WMS Rules Workbench.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 43-9 Setup Data for Pick None and Curtail Pick Exceptions Flow

Window Name

Field Name

Field Value

Pick Load Page Template

Template Name

GENERAL

Define Picking Methodologies

Rule Name

Order Picking

43.8 Return Material Authorization (RMA)

Oracle WMS enables reverse logistics tasks by supporting receipt of return material authorizations in all three types of routing methods. Account Receivables allows users to authorize the return of sales orders from the customers as well as sales made by other dealers or suppliers. This flow tests the receiving of return material authorization.

Prerequisites

- Returnable item.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Not applicable.

43.9 Bulk Pack Cartonization

Oracle WMS bulk pack feature is used to suggest containers while packing material in a particular locator in the warehouse. Mobile bulk packing automatically generates the appropriate LPN labels. The user can either enter only the container item if the user wants the system to suggest the appropriate quantity of that container, or alternately let the system suggest both the type and quantity of containers. This flow tests bulk pack for given items.

Prerequisites

- Container parameter checked for container item.

- Contained item and container item attached to organization.

Profile Options

Not applicable.

Predefined Data

Not applicable.

Setup Data

Table 43-10 Setup Data for Bulk Pack Cartonization Flow

Window Name

Field Name

Field Value

Organization Parameters

Enable Cartonization

Always cartonize for pick release process

Cartonize Sales Orders

Checked

A Test Flow Name Mappings

This Appendix lists the mapping between the functional and technical names of the test flows.

Table A-1 Test Flow Name Mappings

Product Family

Product

Test Flow Name in Document

Test Flow Name in Oracle Flow Builder

CRM

Oracle Advanced Scheduler

Create Scheduler Rule

Create_Scheduler_Rule

Oracle Customer Support

Create Service Request Task in Customer Support Specialist

Create_SR_Task_Customer_Support_Specialist

Create Service Request Task in Service Desk Analyst

Create_SR_Task_Service_Desk_Analyst

Create Service Request Task in Case Worker

Create_SR_Task_Case_Worker

Field Service Dispatch Center

Schedule Task With Intelligent Mode

Schedule_Task_With_Intelligent_Mode

Schedule Task With Autonomous Scheduler

Schedule_Task_With_Autonomous_Scheduler

Field Service Portal

Post Debrief Install Lines

Post_Debrief_Install_Lines

Field Service Technician Portal Receive Parts

Receive_Parts_FSTP

Field Service Wireless

Post Debrief Labor Lines

Post_Debrief_Labor_Lines

Create Reservation Parts Search

Create_Reservation_Parts_Search

Oracle Incentive Compensation

Create Role Group Resource

Create_Role_Group_Resource

Create Rate Table

Create_Rate_Table

Oracle iStore

Checkout

Checkout

Direct Item Entry

Direct_Item_Entry

Save Cart

Save_Cart

Shopping Cart Share Cart

Shopping_Cart_Share_Cart

Shopping Cart Save to List

Shopping_Cart_Save_To_List

Oracle Quoting

Create Quote Lines With Different Shipping and Billing Details

Create_Quote_With_Different_Shipping_Billing_Details

Create Quotes With Multiple Template Form

Create_Quote_With_Multiple_Templates_Forms

Copy Quote With All Quote Information

Copy_Quote_With_All_Quote_Information

Oracle Spares Management

Create Parts Requirement and Internal Order through Parts Search

Create_PR_and_IO_Through_Parts_Search

Return Defective Parts With Return Routing Rule

Return_Defective_Parts_With_RRR

Create Supersession and Internal Order

Create_Supersession_And_IO

Oracle TeleSales

Operations in Sales Lead Center

Operations_In_Sales_Lead_Center

Oracle TeleService

Create Service Request for Customer Organization and Employee Contact

Create_Service_Request_Customer_Organization_Employee

Create, Update, Audit and Validate Task

Create_Update_Audit_Validate_Task

Create Charge Lines and Orders

Create_Charge_Lines_And_Orders

Financials

Oracle Payables

Create and Pay a Standard Invoice with Distribution Set

Create_And_Pay_A_Standard_Invoice_With_Distribution_Set

Recurring Invoices with Distribution Set

Recurring_Invoices_With_Distribution_Set

Create Standard Invoice

Create_Standard_Invoice_Through_The_Invoice_Gateway

Creation of Interest Invoice

Create_A_Interest_Invoice

Create Credit Memo and Match it to a Standard Invoice

Create_Credit_Memo_And_Match_It_To_A_Standard_Invoice

Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines

Create_And_Pay_Prepayment_For_Invoice_With_Multiple_Lines

Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax

Create_And_Pay_Prepayment_For_Invoice_With_Line_Level_Tax

Create a Standard Invoice with AWT, Generate AWT Invoice at Validation

Create_Invoice_And_Generate_AWT_Invoice_At_Validation

Create a Standard Invoice with AWT, Generate AWT Invoice at Payment

Create_Standard_Invoice_And_Autogen_AWT_Invoice_At_Payment

Match a Standard Invoice and Match it to a Receipt

Match_A_Standard_Invoice_And_Match_It_To_A_Receipt

Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts)

Multiple_Discounts_Verification_Based_On_Payment_Date

Create Invoice Batch with Credit Memo and Standard Invoice

Create_Invoice_Batch_With_Credit_Memo_And_Standard_Invoice

Oracle Receivables

Create Receipt and Take Earned Discount

Create_Receipt_And_Take_Earned_Discount

Create Receipt and Clear using Cash Management

Create_Receipt_And_Clear_Using_Cash_Management

Create Standard Receipt Reversal

Create_Standard_Receipt_Reversal

Create Invoice with Accounting Rule, in Advance

Create_Invoice_With_Accounting_Rule_In_Advance

Create Debit Memo Receipt Reversal

Create_Debit_Memo_Receipt_Reversal

Create Invoice with Split Payment Term and Apply Credit Memo

Create_Invoice_With_Payment_And_Apply_Credit_Memo

Create Adjustment - within Approval Limits

Create_Adjustment_Within_Approval_Limits

Create Invoice with Document Number when Saved.

Create_Invoice_With_Document_Number_With_When_Saved_Option

Create Deposit and Attach to Invoice

Create_Deposit_And_Attach_To_Invoice

HCM

Oracle Human Resources

Create a Location

Create_Location

Create an Organization

Create_Organization

Create an Organization Hierarchy

Create_Organization_Hierarchy

Create a Grade

Create_Grade

Create Grade Rate

Create_Grade_Rate

Create Job Group

Create_Job_Group

Create a Job

Create_Job

Create a Position

Create_Position

Create a Position Hierarchy

Create_Position_Hierarchy

Create an Applicant

Create_Applicant

Create an Employee

Create_Employee

Create a Contingent Worker

Create_Placement

Create Person Multiple Assignments

Create_Multiple_Assignments_For_A_Person

Update Phone for an Employee

Update_Phone_For_An_Employee

Hire an Applicant as an Employee

Hire_Applicant

Terminate an Employee

Terminate_Employee

Terminate a Contingent Worker

End_Placement

Reverse Employee Termination

Reverse_Termination

Rehire as an Employee

Rehire_Employee

Rehire as a Contingent Worker

Contingent_Worker_Rehire

Create an Employee using Template

Create_Employee_Using_Template

Rehire as an Employee using Template

Rehire_Employee_Using_Template

Create a Contingent Worker using Template

Create_Contingent_Worker_Using_Template

Terminate a Contingent Worker using Template

End_Placement_Using_Template

Add Person Phone Details

Add_Phone_For_An_Employee

Create a Competence Profile

Create_Competence_Profile

Add Person Qualifications

Adding_Qualifications_Of_A_Person

Enter Work Preferences

Enter_Work_Preferences_Of_A_Person

Create Person Absence

Create_Absence_Of_A_Person

Enter Performance Ratings for an Employee

Enter_Performance_Ratings_For_An_Employee

Enter Person Secondary Address

Create_Secondary_Address_For_A_Person

Change Job in Person Assignment

Change_Job_For_An_Employee

Change Location in Person Assignment

Change_Location_For_An_Employee

Change Organization in Person Assignment

Change_Organization_For_An_Employee

Change Supervisor in Person Assignment

Change_Manager_For_An_Employee

Change Assignment Category in Person Assignment

Change_Assignment_Category_For_An_Employee

Change Salary in Person Assignment

Create_Salary_For_An_Employee

Assign Security Profile

Assign_Security_Profile

Lease

Oracle Lease and Finance Management

Lease Booking To Expiry

OLFM_Lease_Booking_To_Expiry

Procurement

Oracle Purchasing

Online Standard Purchase Order Creation

P2P_Flow_Online_Standard_Purchase_Order_Creation_Forms

Online Blanket Purchase Agreement and Release Creation

P2P_Flow_Online_BPA_And_Release_Creation_Forms

Standard Purchase Order Creation using Autocreate

P2P_Flow_Standard_Purchase_Order_Creation_Using_Autocreate

Release Creation using Autocreate

P2P_Flow_Release_Creation_Using_Autocreate_In_Forms

Release Creation using Autocreate with Approved Supplier List and Sourcing Rules

P2P_Flow_Release_Using_Autocreate_ASL_And_Sourcing_Rule

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference

P2P_Flow_SPO_Creation_Using_Autocreate_With_CPA_Reference

Online Standard Purchase Order Creation in Buyer Work Center

P2P_Flow_Online_HTML_Standard_Purchase_Order_Creation

Standard Purchase Order Creation using Autocreate in Buyer Work Center

P2P_Flow_HTML_SPO_Creation_Using_Autocreate

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center

P2P_Flow_HTML_SPO_With_GBPA_Reference_Using_Autocreate

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center

P2P_Flow_SPO_With_GBPA_Reference_And_ASL_Sourcing_Rules

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center

P2P_Flow_HTML_SPO_With_CPA_Reference_Using_Autocreate

Requisition Change Order

Requisition_Change_Order

Online Standard Purchase Order Creation for Services Item using Forms

P2P_Flow_Online_SPO_Creation_For_Services_In_Forms

Online Standard Purchase Order Creation for Services Item using Buyer Work Center

P2P_Flow_Online_HTML_SPO_Creation_For_Services

Modification of Standard Purchase Order in Forms

P2P_Flow_With_Updation_Of_SPO_In_Forms

Modification of Standard Purchase Order in Buyer Work Center

P2P_Flow_Online_HTML_Standard_Purchase_Order_Update_Document

Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation

P2P_Flow_Of_SPO_Cancellation_With_Backing_Req_Cancel

Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation

P2P_Flow_Online_HTML_Standard_Purchase_Order_Cancel_Document

Copy of Standard Purchase Order in Forms

Copy_Of_Standard_Purchase_Order_In_Forms

Copy of Standard Purchase Order in Buyer Work Center

P2P_Flow_Online_HTML_Standard_Purchase_Order_Copy_Document

eBtax for Purchasing

eBtax_Flow_For_Purchasing

Projects

Oracle Grants Accounting

Award Revenue and Invoice Generation

GMS_Award_Rev_Inv_Generation

Oracle Project Billing

Project Revenue and Invoice Generation

PJB_Project_Rev_Inv_Generation

Oracle Project Costing

Project Expenditure Entry

PJC_Project_Expenditure_Entry

Oracle Project Management

Project Template Creation

PJT_Project_Template_Creation

Oracle Project Resource Management

Project Requirement Creation To Approval

PJR_Project_Req_Crt_Approval

Oracle Property Manager

Property Lease Management

PN_Property_Lease_Management

SCM

Oracle Advanced Pricing

Create, Update Price Lists and Modifiers

Verify_Form_UI_Pricing

Oracle Asset Tracking

Deployment Transactions on Item Instances

Deployment_Transactions_On_Item_Instances

Bills of Materials

Create and Common BOM and Routing

Create_And_Common_BOM_And_Routing

Oracle Core Contracts

Create, Update and Duplicate Clauses

Clause_Management_Basic

Create Incompatible Clauses and Add Clauses to the Clause Folder

Clause_Management_Medium

Create a Clause with a User Defined Variable and Localize a Clause

Clause_Management_Adv

Oracle Cost Management

Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset

Inter_ORG_TRANS_STD_AVG_ORGS_FOB_Receipt_SUBINV_Asset_Asset

Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset

Inter_ORG_TRANS_STD_LIFO ORGS_FOB Receipt_SUBINV_Asset_Asset

Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset

Inter_ORG_TRANS_STD_FIFO_ORGS_FOB_Receipt_SUBINV_Asset_Asset

Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization

PO_Receipt_Asset_Item_Asset_SUBINV_Average_Costing_ORG

Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization

PO_Receipt_Asset_Item_Asset_SUBINV_Standard_Costing_ORG

Standard Discrete Job - Standard Costing Organization

WIP_Flow_Without_Reject_And_Scrap_Standard_Costing_ORG

Standard Discrete Job - Average Costing Organization

WIP_Flow_Without_Reject_And_Scrap_Average_Costing_ORG

Sales Invoice and Revenue Recognition - Standard Costing Organization

SO_COGS_Revenue_Recognition_Standard_Costing_ORG

Oracle Engineering

Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order

Create_Eng_BOM_Transfer_To_Mfg_And_Implement_ECO

Create Engineering Change Order and Implement

Create_Engineering_Change_Order_ECO_And_Implement

Oracle Enterprise Asset Management

Create Work Request

Create_Work_Request

Creation and Completion of Work Order for Assets

Creation_And_Completion_Of_Work_Order_For_Assets

Asset Transactions in Inventory Forms

Asset_Transactions_In_Inventory_Forms

Creating Preventive Maintenance Schedule for Asset Number

Creating_Preventive_Maintenance_Schedule_For_Asset_Number

Generate Budget Forecast for Work Order

Generate_Budget_Forecast_For_ Work_Order

Oracle Flow Manufacturing

Define Setup for Flow Routing

Flow_Setup

Flow Schedule Completion in Workstation

Flow_Schedule_Completion_In_Workstation

Oracle Install Base

Creation of Counter with Counter Group and Counter Template

Creation_Of_Counter_With_Counter_Group_And_Counter_Template

Creation of Item Instance for an Internally Owned Item

Creation_Of_Item_Instance_For_An_Internally_Owned_Item

Oracle Inventory Management

Inventory Miscellaneous Receipt

INVTXN_MISC_RCPT_ISSUE_ITEM105

Inventory Miscellaneous Issue

INVTXN_MISC_RCPT_ISSUE_ITEM105

Move Order Requisition of Type Move Order Issue with Automatic Allocation

INVMO_SUB_TRXFR_ITEM101

Direct Transfer between Two inventory Organizations

INVTXN_DIR_ORG_TXFER_ITEM102

Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations

INVTXN_INTR_SHIP_ORG_TXFR_ITEM101

Inventory Sub-Inventory Transfer

INVTXN_SUB_XFER_ITEM101

Perform Cycle Counting

INVCOUNT_CYC_SUBINV_1

Perform Physical Inventory

INVCOUNT_PHY_COUNT_SUB

Kanban Replenishment

INVREP_KANBAN_INTRA_ORG_MIN

Min-Max planning

INVREP_MIN_MAX_REPL_INV_SUBINV

Replenishment Count

INVREP_REPL_INTRAORG

Standard PO Partial Receipt with Immediate Mode

INVRCV_STD_PO_DELVR_ITEM101

Positive Correction Transactions

INVRCV_STD_PO_CORRECTION

Return to Vendor from Inventory Transactions

INVRCV_STD_PO_DELVR_RTN_VENDOR_ITEM101

Material Issue through Sales Order

INVOUT_RESERVABLE_BASIC_ITEM102

RMA Direct Receipt

INVRCV_RMA_DIR_RCPT_ITEM101

Oracle Item Master

Create and Copy Item, Apply Template, Assign to Org and Add Revision

Create_And_Copy_Item_Template_Assign_To_Org_Add_Rev

Create Item With and Without Template and Assign to Organizations

Create_Item_With_And_Without_Template_And_Assign_To_Org

Update Item catalog, Categories and MPN through Tools Operations

Update_Item_Catalog_Categories_And_MPN

Oracle Landed Cost Management

Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario

INTEGRATION_PRERCV_LCM_SINGLE_PO_MOBILE_773969

Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario

INTEGRATION_PRERCV_LCM_PO_ELC_RCV_INV_ALC_773964

Verify PO Receipt through Forms in LCM Black Box Scenario

INTEGRATION_SERVICE_LCM_PO_ELC_RCV_INV_ALC_773985

Verify Copying Simulated Landed Cost while calculating Estimated Landed Cost for SPO in Service

LC_CALCULATION_SERVICE_LCM_PO_SIMULATION_RCVPO_INV_ALC_LC04

Oracle Manufacturing Execution Systems for Discrete Manufacturing

Move Transaction with Electronic Records and Electronic Signatures

MES_Move_Transaction_With_ERES

Lot Controlled Assembly Transactions

Lot_Controlled_Assembly_Transactions

Oracle Manufacturing Execution Systems for Process Manufacturing

Create Dispensing setup (Org Vs Recipe Vs Item)

Create_Dispensing_Setup_Org_Vs_Recipe_Vs_Item

Control Batch Record Flow for Material Dispense

Control_Batch_Record_Flow_For_Material_Dispense

Control Batch Record Flow for Batch Step Close and Re-open

Control_Batch_Record_Flow_For_Batch_Step_Close_And_Reopen

Oracle Order Management

Create Order from Quote for a Standard Item

Verify_Quote_To_Order_Flow_Of_Standard_Item

Generate Invoice for PTO Model, ATO Model and Standard Line

Verify_Automatic_Invoicing

Verify Scheduling Dates for Sales Order by Assigning to Ship Sets

Verify_The_Scheduling

Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit

Verify_Split_Line_Functionality

Verify Authorization of a Sales Order With Credit Card and Cash

Verify_Credit_Card_Authorization_For_Order

Create and Verify Tax on Sales Order

Verify_Tax_Calculation_On_Sales_Order

Verify Intercompany Invoicing for Sales Order

Verify_Intercompany_Invoicing_For_Sales_Order

Fulfillment of a Bill Only Line with Standard Item

Verify_End2End_Flow_For_Bill_Only_Line

Multiple Processing Constraints Validations for a Sales Order Header and Line

Verify_Multiple_Processing_Constraints_Validation

Verify Audit History for a Sales Order Header and Line

Verify_Payment_Terms_Audit_History_Validation

Create Processing Constraints for Customer PO

Verify_CustPO_Warehouse_Processing_Constraints_Validation

Oracle Process Manufacturing Costing

OPM Costing Distributions for Inventory Transfers across Organizations

OPM_Costing_Distributions_For_Inventory_Transfers

Oracle Process Manufacturing Execution

Process Manufacturing Batch Creation Flow

Process_Manufacturing_Batch_Creation_Flow

Oracle Process Manufacturing Product Development

Process Manufacturing Product Development Setups

Process_Manufacturing_Product_Development_Setups

Quality Sampling for Purchase Order Receiving

Quality_Sampling_For_Purchase_Order_Receiving

Oracle Quality

Create Quality Setups and Capture Quality Results

Standalone_Flow_Forms

Purchase Order Inspection with Quality

PO_Inspection_With_Quality

Oracle Service Contracts

Authoring a Contract

Authoring_A_Contract

Bank Account and Credit Card Consolidation

Bank_Account_And_Credit_Card_Consolidation

Verify Deferred Revenue Recognition

Verify_Deferred_Revenue_Recognition

Oracle Shop Floor Management

Move Lot Based Job

Move_Lot_Based_Job

Oracle Shipping Execution

Perform Delivery Actions Like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All

Delivery_Actions_Lot_Item _UOM_As_DZ

Perform Trip Confirm of SMC PTO (Pick to Order) Model from Shipping Transaction Form by Auto Creating the Trip

Trip_Confirm_SMC_PTO

Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm.

DEL_Detail_Auto_Pack_Master_Non_Transactable_Revision_Item

Oracle Work in Process

Create, Transact and Complete Standard Discrete Job

Standard_Discrete_Job

Work Order Less Completion Transactions

Work_Order_Less_Completion_Transactions

Mobile Serialized Transactions

Mobile_Serialized_Transactions

Oracle Warehousing Management

Over Pick Under Pick Without Exception

Overpick_Underpick_Without_Exception_PlainItem

Work In Progress PutAway

WIP_Putaway_PlainItem

Inspection Purchase Order Receipt and Put Away with New Operation Plan Attached to Plain Item

Insp_POReceipt_PutAway_New_OperPlanAttached_to_Item_Plain

Direct Ship Base Case

Direct_Ship_Base_Case_PlainItem

Perform License Plate Number Ship for Alias-Enabled Sub Inventory

LOC_Alias_Perform_LPN_Ship_Alias_Enabled

Express Return from Inventory to Supplier

Express_Return_From_Inventory_To_Supplier_PlainItem

Pick None and Curtail Pick Exceptions

Pick_None_Curtial_Pick_PlainItem

Return Material Authorization

Return_Material_Authorization_RMA_Receipt_PlainItem

Bulk Pack Cartonization

Bulk_Pack_Cartonization_PlainItem

Index
A  B  C  D  E  F  G  H  I  K  L  M  O  P  Q  R  S  T  U  V  W

A

Add Person Phone Details flow, 13.25

Add Person Qualifications flow, 13.27

applications

Oracle Advanced Pricing, 22

Oracle Advanced Scheduler, 2

Oracle Asset Tracking, 23

Oracle Bill of Materials, 24

Oracle Contracts Core, 25

Oracle Cost Management, 26

Oracle Customer Support, 3

Oracle Engineering, 27

Oracle Enterprise Asset Management, 28

Oracle Field Service, 4

Oracle Flow Manufacturing, 29

Oracle Grants Accounting, 16

Oracle Human Resources, 13

Oracle Incentive Compensation, 5

Oracle Install Base, 30

Oracle Inventory Management, 31

Oracle iStore, 6

Oracle Item Master, 32

Oracle Landed Cost Management, 33

Oracle Lease and Finance Management, 14

Oracle Manufacturing Execution System for Process Manufacturing, 35

Oracle Manufacturing Execution Systems for Discrete Manufacturing, 34

Oracle Order Management, 36

Oracle Payables, 11

Oracle Process Manufacturing, 37

Oracle Project Billing, 17

Oracle Project Costing, 18

Oracle Project Management, 19

Oracle Project Resource Management, 20

Oracle Property Manager, 21

Oracle Purchasing, 15

Oracle Quality, 38

Oracle Quoting, 7

Oracle Receivables, 12

Oracle Service Contracts, 39

Oracle Shipping Execution, 40

Oracle Shop Floor Management, 41

Oracle Spares Management, 8

Oracle TeleSales, 9

Oracle TeleService, 10

Oracle Warehouse Management System, 43

Oracle Work in Process, 42

Asset Transactions in Inventory Forms flow, 28.3 Assign Security Profile flow, 13.38 Authoring a Contract flow, 39.1 Award Revenue and Invoice Generation flow, 16.1

B

Bank Account and Credit Card Consolidation flow, 39.2

Bulk Pack Cartonization flow, 43.9

C

Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation flow, 15.18

Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation flow, 15.17

Change Assignment Category in Person Assignment flow, 13.36

Change Job in Person Assignment flow, 13.32

Change Location in Person Assignment flow, 13.33

Change Organization in Person Assignment flow, 13.34

Change Salary in Person Assignment flow, 13.37

Change Supervisor in Person Assignment flow, 13.35

Checkout flow, 6.1

Control Batch Record Flow for Batch Step Close and Re-open flow, 35.3

Control Batch Record Flow for Material Dispense flow, 35.2

Copy of Standard Purchase Order in Buyer Work Center flow, 15.20

Copy of Standard Purchase Order in Forms flow, 15.19

Copy Quote with All Quote Information flow, 7.3

Create a Clause with a User Defined Variable and Localize a Clause flow, 25.3

Create a Common BOM and Routing flow, 24.1

Create a Competence Profile flow, 13.26

Create a Contingent Worker flow, 13.12

Create a Contingent Worker using Template flow, 13.23

Create a Grade flow, 13.4

Create a Job flow, 13.7

Create a Location flow, 13.1

Create a Position flow, 13.8

Create a Position Hierarchy flow, 13.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Payment flow, 11.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Validation flow, 11.8

Create Adjustment - within Approval Limits flow, 12.7

Create an Applicant flow, 13.10

Create an Employee flow, 13.11

Create an Employee using Template flow, 13.21

Create an Organization flow, 13.2

Create an Organization Hierarchy flow, 13.3

Create and Copy Item, Apply Template, Assign to Organization and Add Revision flow, 32.1

Create and Pay a Standard Invoice with Distribution Set flow, 11.1

Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax flow, 11.7

Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines flow, 11.6

Create and Verify Tax on Sales Order flow, 36.6

Create Charge Lines and Orders flow, 10.3

Create Credit Memo and Match it to a Standard Invoice flow, 11.5

Create Debit Memo Receipt Reversal flow, 12.5

Create Deposit and Attach to Invoice flow, 12.9

Create Dispensing Setup (Organization Vs Recipe Vs Item) flow, 35.1

Create Engineering Change Order and Implement flow, 27.2

Create Grade Rate flow, 13.5

Create Incompatible Clauses and Add Clauses to the Clause Folder flow, 25.2

Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts) flow, 11.11

Create Invoice Batch with Credit Memo and Standard Invoice flow, 11.12

Create Invoice with 'In Advance' Accounting Rule flow, 12.4

Create Invoice with Document Number when Saved flow, 12.8

Create Invoice with Split Payment Term and Apply Credit Memo flow, 12.6

Create Item With and Without Template and Assign to Organizations flow, 32.2

Create Job Group flow, 13.6

Create Order from Quote for a Standard Item flow, 36.1

Create Person Absence flow, 13.29

Create Person Multiple Assignments flow, 13.13

Create PR and IO through Parts Search flow, 8.1

Create Processing Constraints for Customer PO flow, 36.11

Create Quality Setups and Capture Quality Results flow, 38.1

Create Quote with Different Shipping and Billing Details flow, 7.1

Create Quote with Multiple Templates Form, 7.2

Create Rate Table flow, 5.2

Create Receipt and Clear using Cash Management flow, 12.2

Create Receipt and Take Earned Discount flow, 12.1

Create Reservation Parts Search flow, 4.3.2

Create Role Group Resource flow, 5.1

Create Scheduler Rule flow, 2.1

Create Service Request for Customer Organization and Employee Contact flow, 10.1

Create Service Request Task Customer Support Specialist flow, 3.1

Create SR Task Case Worker, 3.3

Create SR Task Service Desk Analyst flow, 3.2

Create Standard Invoice flow, 11.3

Create Standard Receipt Reversal flow, 12.3

Create Supersession and IO flow, 8.3

Create Work Request flow, 28.1

Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order flow, 27.1

Create, Transact and Complete Standard Discrete Job flow, 42.1

Create, Update and Duplicate Clauses flow, 25.1

Create, Update Price Lists and Modifiers flow, 22.1

Create, Update, Audit and Validate Task flow, 10.2

Creating Preventive Maintenance Schedule for Asset Number flow, 28.4

Creation and Completion of Work Order for Assets flow, 28.2

Creation of Counter with Counter Group and Counter Template flow, 30.1

Creation of Interest Invoice flow, 11.4

Creation of Item Instance for an Internally Owned Item flow, 30.2

D

Define Setup for Flow Routing flow, 29.1

Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm flow, 40.3

Deployment Transactions on Item Instances flow, 23.1

Direct Item Entry flow, 6.2

Direct Ship Base Case flow, 43.4

Direct Transfer between Two Inventory Organizations flow, 31.4

E

eBtax for Purchasing flow, 15.21

Enter Performance Ratings for an Employee flow, 13.30

Enter Person Secondary Address flow, 13.31

Enter Work Preferences flow, 13.28

Express Return from Inventory to Supplier flow, 43.6

F

Field Service Technician Portal Receive Parts flow, 4.2.2

Flow Schedule Completion in Workstation flow, 29.2

Fulfillment of a Bill Only Line with Standard Item flow, 36.8

G

Generate Budget Forecast for Work Order flow, 28.5

Generate Invoice for PTO Model, ATO Model and Standard Line flow, 36.2

H

Hire an Applicant as an Employee flow, 13.15

I

Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item flow, 43.3

Internet Status codes, A

Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.1

Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.3

Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset flow, 26.2

Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations flow, 31.5

Inventory Miscellaneous Issue flow, 31.2

Inventory Miscellaneous Receipt flow, 31.1

Inventory Sub-inventory Transfer flow, 31.6

K

Kanban Replenishment flow, 31.9

L

Lease Booking to Expiry flow, 14.1

Lot Controlled Assembly Transactions flow, 34.2

M

Match a Standard Invoice and Match it to a Receipt flow, 11.10

Material Issue through Sales Order flow, 31.15

Min-Max Planning flow, 31.10

Mobile Serialized Transactions flow, 42.3

Modification of Standard Purchase Order in Buyer Work Center flow, 15.16

Modification of Standard Purchase Order in Forms flow, 15.15

Move Lot Based Job flow, 41.1

Move Order Requisition of Type Move Order Issue with Automatic Allocation flow, 31.3

Move Transaction with Electronic Records and Electronic Signatures flow, 34.1

Multiple Processing Constraints Validations for a Sales Order Header and Line flow, 36.9

O

Online Blanket Purchase Agreement and Release Creation flow, 15.2

Online Standard Purchase Order Creation flow, 15.1

Online Standard Purchase Order Creation for Services Item using Buyer Work Center flow, 15.14

Online Standard Purchase Order Creation for Services Item using Forms flow, 15.13

Online Standard Purchase Order Creation in Buyer Work Center flow, 15.7

Operations in Sales Lead Center flow, 9.1

OPM Costing Distributions for Inventory Transfers across Organizations, 37.1.1

Oracle Advanced Pricing, 22

Create, Update Price Lists and Modifiers flow, 22.1

Oracle Advanced Scheduler, 2

Create Sceduler Rule flow, 2.1

Oracle Asset Tracking, 23

Deployment Transactions on Item Instances flow, 23.1

Oracle Bill of Materials, 24

Create a Common BOM and Routing flow, 24.1

Oracle Contracts Core, 25

Create a Clause with a User Defined Variable and Localize a Clause flow, 25.3

Create Incompatible Clauses and Add Clauses to the Clause Folder flow, 25.2

Create, Update and Duplicate Clauses flow, 25.1

Oracle Cost Management, 26

Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.1

Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.3

Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset flow, 26.2

Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization flow, 26.4

Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization flow, 26.5

Sales Invoice and Revenue Recognition - Standard Costing Organization flow, 26.8

Standard Discrete Job - Average Costing Organization flow, 26.7

Standard Discrete Job - Standard Costing Organization flow, 26.6

Oracle Customer Support, 3

Create Service Request Task Customer Support Specialist flow, 3.1

Create SR Task Case Worker, 3.3

Create SR Task Service Desk Analyst flow, 3.2

Oracle Engineering, 27

Create Engineering Change Order and Implement flow, 27.2

Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order flow, 27.1

Oracle Enterprise Asset Management, 28

Asset Transactions in Inventory Forms flow, 28.3

Create Work Request] flow, 28.1

Creating Preventive Maintenance Schedule for Asset Number flow, 28.4

Creation and Completion of Work Order for Assets flow, 28.2

Generate Budget Forecast for Work Order flow, 28.5

Oracle Field Service, 4

Create Reservation Parts Search flow, 4.3.2

Field Service Technician Portal Receive Parts flow, 4.2.2

Oracle Field Service Dispatch Center flow, 4.1

Oracle Field Service Portal flow, 4.2

Oracle Field Service Wireless flow, 4.3

Post Debrief Install Lines flow, 4.2.1

Post Debrief Labor Lines flow, 4.3.1

Schedule Task with Autonomous Scheduler flow, 4.1.2

Schedule Task with Intelligent Mode flow, 4.1.1

Oracle Field Service Dispatch Center flow, 4.1 Oracle Field Service Portal flow, 4.2 Oracle Field Service Wireless flow, 4.3 Oracle Flow Manufacturing, 29

Define Setup for Flow Routing flow, 29.1

Flow Schedule Completion in Workstation flow, 29.2

Oracle Grants Accounting, 16

Award Revenue and Invoice Generation flow, 16.1

Oracle Human Resources, 13

Add Person Phone Details flow, 13.25

Add Person Qualifications flow, 13.27

Assign Security Profile flow, 13.38

Change Assignment Category in Person Assignment flow, 13.36

Change Job in Person Assignment flow, 13.32

Change Location in Person Assignment flow, 13.33

Change Organization in Person Assignment flow, 13.34

Change Salary in Person Assignment flow, 13.37

Change Supervisor in Person Assignment flow, 13.35

Create a Competence Profile flow, 13.26

Create a Contingent Worker flow, 13.12

Create a Contingent Worker using Template flow, 13.23

Create a Grade flow, 13.4

Create a Job flow, 13.7

Create a Location flow, 13.1

Create a Position flow, 13.8

Create a Position Hierarchy flow, 13.9

Create an Applicant flow, 13.10

Create an Employee flow, 13.11

Create an Employee using Template flow, 13.21

Create an Organization flow, 13.2

Create an Organization Hierarchy flow, 13.3

Create Grade Rate flow, 13.5

Create Job Group flow, 13.6

Create Person Absence flow, 13.29

Create Person Multiple Assignments flow, 13.13

Enter Performance Ratings for an Employee flow, 13.30

Enter Person Secondary Address flow, 13.31

Enter Work Preferences flow, 13.28

Hire an Applicant as an Employee flow, 13.15

Rehire as a Contingent Worker flow, 13.20

Rehire as an Employee flow, 13.19

Rehire as an Employee using Template flow, 13.22

Reverse Employee Termination flow, 13.18

Terminate a Contingent Worker flow, 13.17

Terminate a Contingent Worker using Template flow, 13.24

Terminate an Employee flow, 13.16

Update Phone for an Employee flow, 13.14

Oracle Incentive Compensation, 5

Create Rate Table flow, 5.2

Create Role Group Resource flow, 5.1

Oracle Install Base, 30

Creation of Counter with Counter Group and Counter Template flow, 30.1

Creation of Item Instance for an Internally Owned Item flow, 30.2

Oracle Inventory Management, 31

Direct Transfer between Two Inventory Organizations flow, 31.4

Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations] flow, 31.5

Inventory Miscellaneous Issue flow, 31.2

Inventory Miscellaneous Receipt flow, 31.1

Inventory Sub-inventory Transfer flow, 31.6

Kanban Replenishment flow, 31.9

Material Issue through Sales Order flow, 31.15

Min-Max Planning flow, 31.10

Move Order Requisition of Type Move Order Issue with Automatic Allocation flow, 31.3

Perform Cycle Counting flow, 31.7

Perform Physical Inventory flow, 31.8

Positive Correction Transactions flow, 31.13

Replenishment Count flow, 31.11

Return to Vendor from Inventory Transactions flow, 31.14

RMA Direct Receipt flow, 31.16

Standard PO Partial Receipt with Immediate Mode flow, 31.12

Oracle iStore, 6

Checkout flow, 6.1

Direct Item Entry flow, 6.2

Save Cart flow, 6.3

Shopping Cart Save to List flow, 6.5

Shopping Cart Share Cart flow, 6.4

Oracle Item Master, 32

Create and Copy Item, Apply Template, Assign to Organization and Add Revision flow, 32.1

Create Item With and Without Template and Assign to Organizations flow, 32.2

Update Item Catalog, Categories and MPN through Tools Operations flow, 32.3

Oracle Landed Cost Management, 33

Verify Copying Simulated Landed Cost while Calculating Estimated Landed Cost for Standard Purchase Order in Service flow, 33.4

Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario flow, 33.2

Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario flow, 33.1

Verify PO Receipt through Forms in LCM Black Box Scenario flow, 33.3

Oracle Lease and Finance Management, 14

Lease Booking to Expiry flow, 14.1

Oracle Manufacturing Execution System for Process Manufacturing, 35

Control Batch Record Flow for Batch Step Close and Re-open flow, 35.3

Control Batch Record Flow for Material Dispense flow, 35.2

Create Dispensing Setup (Organization Vs Recipe Vs Item)flow, 35.1

Oracle Manufacturing Execution Systems for Discrete Manufacturing, 34

Lot Controlled Assembly Transactions flow, 34.2

Move Transaction with Electronic Records and Electronic Signatures flow, 34.1

Oracle Order Management, 36

Create and Verify Tax on Sales Order flow, 36.6

Create Order from Quote for a Standard Item flow, 36.1

Create Processing Constraints for Customer PO flow, 36.11

Fulfillment of a Bill Only Line with Standard Item flow, 36.8

Generate Invoice for PTO Model, ATO Model and Standard Line flow, 36.2

Multiple Processing Constraints Validations for a Sales Order Header and Line flow, 36.9

Verify Audit History for a Sales Order Header and Line flow, 36.10

Verify Authorization of a Sales Order With Credit Card and Cash flow, 36.5

Verify Intercompany Invoicing for Sales Order flow, 36.7

Verify Scheduling Dates for Sales Order by Assigning to Ship Sets flow, 36.3

Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit flow, 36.4

Oracle Payables, 11

Create a Standard Invoice with AWT, Generate AWT Invoice at Payment flow, 11.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Validation flow, 11.8

Create and Pay a Standard Invoice with Distribution Set flow, 11.1

Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax flow, 11.7

Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines flow, 11.6

Create Credit Memo and Match it to a Standard Invoice flow, 11.5

Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts) flow, 11.11

Create Invoice Batch with Credit Memo and Standard Invoice flow, 11.12

Create Standard Invoice flow, 11.3

Creation of Interest Invoice flow, 11.4

Match a Standard Invoice and Match it to a Receipt flow, 11.10

Recurring Invoices with Distribution Set flow, 11.2

Oracle Process Manufacturing, 37

Oracle Process Manufacturing Costing, 37.1

Oracle Process Manufacturing Execution flow, 37.2

Oracle Process Manufacturing Product Development flow, 37.3

Oracle Process Manufacturing Costing, 37.1

OPM Costing Distributions for Inventory Transfers across Organizations, 37.1.1

Oracle Process Manufacturing Execution flow, 37.2

Process Manufacturing Batch Creation flow, 37.2.1

Oracle Process Manufacturing Product Development flow, 37.3

Process Manufacturing Product Development Setups flow, 37.3.1

Quality Sampling for Purchase Order Receiving flow, 37.3.2

Oracle Project Billing, 17

Project Revenue and Invoice Generation flow, 17.1

Oracle Project Costing, 18

Project Expenditure Entry flow, 18.1

Oracle Project Management, 19

Project Template Creation flow, 19.1

Oracle Project Resource Management, 20

Project Requirement Creation to Approval flow, 20.1

Oracle Property Manager, 21

Property Lease Management flow, 21.1

Oracle Purchasing, 15

Additional Information, 15

Approval Setup Data, 15

Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation flow, 15.18

Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation flow, 15.17

Copy of Standard Purchase Order in Buyer Work Center flow, 15.20

Copy of Standard Purchase Order in Forms flow, 15.19

Document Styles, 15

Document Types, 15

eBtax for Purchasing flow, 15.21

Item Setup Data, 15

Modification of Standard Purchase Order in Buyer Work Center flow, 15.16

Modification of Standard Purchase Order in Forms flow, 15.15

Online Blanket Purchase Agreement and Release Creation flow, 15.2

Online Standard Purchase Order Creation flow, 15.1

Online Standard Purchase Order Creation for Services Item using Buyer Work Center flow, 15.14

Online Standard Purchase Order Creation for Services Item using Forms flow, 15.13

Online Standard Purchase Order Creation in Buyer Work Center flow, 15.7

Org Data, 15

Purchasing Related Setup Data, 15

Release Creation using Autocreate flow, 15.4

Release Creation using Autocreate with Approved Supplier List and Sourcing Rules flow, 15.5

Requisition Change Order flow, 15.12

Responsibility Setup Data, 15

Standard Purchase Order Creation using Autocreate flow, 15.3

Standard Purchase Order Creation using Autocreate in Buyer Work Center flow, 15.8

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference flow, 15.6

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center flow, 15.11

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center flow, 15.9

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center flow, 15.10

User Setup Data, 15

Oracle Quality, 38

Create Quality Setups and Capture Quality Results flow, 38.1

Purchase Order Inspection with Quality flow, 38.2

Oracle Quoting, 7

Copy Quote with All Quote Information flow, 7.3

Create Quote with Different Shipping and Billing Details flow, 7.1

Create Quote with Multiple Templates Form flow, 7.2

Oracle Receivables, 12

Create Adjustment - within Approval Limits flow, 12.7

Create Debit Memo Receipt Reversal flow, 12.5

Create Deposit and Attach to Invoice flow, 12.9

Create Invoice with 'In Advance' Accounting Rule flow, 12.4

Create Invoice with Document Number when Saved flow, 12.8

Create Invoice with Split Payment Term and Apply Credit Memo flow, 12.6

Create Receipt and Clear using Cash Management flow, 12.2

Create Receipt and Take Earned Discount flow, 12.1

Create Standard Receipt Reversal flow, 12.3

Oracle Service Contracts, 39

Authoring a Contract flow, 39.1

Bank Account and Credit Card Consolidation flow, 39.2

Verify Deferred Revenue Recognition flow, 39.3

Oracle Shipping Execution, 40

Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm flow, 40.3

Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All. flow, 40.1

Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip flow, 40.2

Oracle Shop Floor Management, 41

Move Lot Based Job flow, 41.1

Oracle Spares Management, 8

Create PR and IO through Parts Search flow, 8.1

Create Supersession and IO flow, 8.3

Return Defective Parts with RRR flow, 8.2

Oracle TeleSales, 9

Operations in Sales Lead Center flow, 9.1

Oracle TeleService, 10

Create Charge Lines and Orders flow, 10.3

Create Service Request for Customer Organization and Employee Contact flow, 10.1

Create, Update, Audit and Validate Task flow, 10.2

Oracle Warehouse Management System, 43

Bulk Pack Cartonization flow, 43.9

Direct Ship Base Case flow, 43.4

Express Return from Inventory to Supplier flow, 43.6

Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item flow, 43.3

Over Pick Under Pick Without Exception flow, 43.1

Perform LPN Ship for Alias-Enabled Sub Inventory flow, 43.5

Pick None and Curtail Pick Exceptions flow, 43.7

Return Material Authorization (RMA) flow, 43.8

Work In Progress PutAway flow, 43.2

Oracle Work in Process, 42

Create, Transact and Complete Standard Discrete Job flow, 42.1

Mobile Serialized Transactions flow, 42.3

Work Order Less Completion Transactions flow, 42.2

Over Pick Under Pick Without Exception flow, 43.1

P

Perform Cycle Counting flow, 31.7

Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All. flow, 40.1

Perform LPN Ship for Alias-Enabled Sub Inventory flow, 43.5

Perform Physical Inventory flow, 31.8

Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip flow, 40.2

Pick None and Curtail Pick Exceptions flow, 43.7

Positive Correction Transactions flow, 31.13

Post Debrief Install Lines flow, 4.2.1

Post Debrief Labor Lines flow, 4.3.1

Predefined Data

Add Person Phone Details flow, 13.25

Add Person Qualifications flow, 13.27

Asset Transactions in Inventory Forms flow, 28.3

Assign Security Profile flow, 13.38

Authoring a Contract flow, 39.1

Award Revenue and Invoice Generation flow, 16.1

Bank Account and Credit Card Consolidation flow, 39.2

Bulk Pack Cartonization flow, 43.9

Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation flow, 15.18

Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation flow, 15.17

Change Assignment Category in Person Assignment flow, 13.36

Change Job in Person Assignment flow, 13.32

Change Location in Person Assignment flow, 13.33

Change Organization in Person Assignment flow, 13.34

Change Salary in Person Assignment flow, 13.37

Change Supervisor in Person Assignment flow, 13.35

Checkout flow, 6.1

Control Batch Record Flow for Batch Step Close and Re-open flow, 35.3

Control Batch Record Flow for Material Dispense flow, 35.2

Copy of Standard Purchase Order in Buyer Work Center flow, 15.20

Copy of Standard Purchase Order in Forms flow, 15.19

Copy Quote with All Quote Information flow, 7.3

Create a Clause with a User Defined Variable and Localize a Clause flow flow, 25.3

Create a Common BOM and Routing flow, 24.1

Create a Competence Profile flow, 13.26

Create a Contingent Worker flow, 13.12

Create a Contingent Worker using Template flow, 13.23

Create a Grade flow, 13.4

Create a Job flow, 13.7

Create a Location flow, 13.1

Create a Position flow, 13.8

Create a Position Hierarchy flow, 13.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Payment flow, 11.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Validation flow, 11.8

Create Adjustment - within Approval Limits flow, 12.7

Create an Applicant flow, 13.10

Create an Employee flow, 13.11

Create an Employee using Template flow, 13.21

Create an Organization flow, 13.2

Create an Organization Hierarchy flow, 13.3

Create and Copy Item, Apply Template, Assign to Organization and Add Revision flow, 32.1

Create and Pay a Standard Invoice with Distribution Set flow, 11.1

Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax flow, 11.7

Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines flow, 11.6

Create and Verify Tax on Sales Order flow, 36.6

Create Charge Lines and Orders flow, 10.3

Create Credit Memo and Match it to a Standard Invoice flow, 11.5

Create Debit Memo Receipt Reversal flow, 12.5

Create Deposit and Attach to Invoice flow, 12.9

Create Dispensing Setup (Organization Vs Recipe Vs Item) flow flow, 35.1

Create Engineering Change Order and Implement flow flow, 27.2

Create Grade Rate flow, 13.5

Create Incompatible Clauses and Add Clauses to the Clause Folder flow flow, 25.2

Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts) flow, 11.11

Create Invoice Batch with Credit Memo and Standard Invoice flow, 11.12

Create Invoice with 'In Advance' Accounting Rule flow, 12.4

Create Invoice with Document Number when Saved flow, 12.8

Create Invoice with Split Payment Term and Apply Credit Memo flow, 12.6

Create Item With and Without Template and Assign to Organizations flow, 32.2

Create Job Group flow, 13.6

Create Order from Quote for a Standard Item flow, 36.1

Create Person Absence flow, 13.29

Create Person Multiple Assignments flow, 13.13

Create PR and IO through Parts Search flow, 8.1

Create Processing Constraints for Customer PO flow, 36.11

Create Quality Setups and Capture Quality Results flow, 38.1

Create Quote with Different Shipping and Billing Details flow, 7.1

Create Quote with Multiple Templates Form flow, 7.2

Create Rate Table flow, 5.2

Create Receipt and Clear using Cash Management flow, 12.2

Create Receipt and Take Earned Discount flow, 12.1

Create Reservation Parts Search flow, 4.3.2

Create Role Group Resource flow, 5.1

Create Scheduler Rule, 2.1

Create Service Request for Customer Organization and Employee Contact flow, 10.1

Create Service Request Task Customer Support Specialist flow, 3.1

Create SR Task Case Worker, 3.3

Create SR Task Service Desk Analyst flow, 3.2

Create Standard Invoice flow, 11.3

Create Standard Receipt Reversal flow, 12.3

Create Supersession and IO flow, 8.3

Create Work Request flow, 28.1

Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order flow flow, 27.1

Create, Transact and Complete Standard Discrete Job flow, 42.1

Create, Update and Duplicate Clauses flow flow, 25.1

Create, Update Price Lists and Modifiers flow flow, 22.1

Create, Update, Audit and Validate Task flow, 10.2

Creating Preventive Maintenance Schedule for Asset Number flow flow, 28.4

Creation and Completion of Work Order for Assets flow, 28.2

Creation of Counter with Counter Group and Counter Template flow flow, 30.1

Creation of Interest Invoice flow, 11.4

Creation of Item Instance for an Internally Owned Item flow flow, 30.2

Define Setup for Flow Routing flow, 29.1

Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm flow, 40.3

Deployment Transactions on Item Instances flow flow, 23.1

Direct Item Entry flow, 6.2

Direct Ship Base Case flow, 43.4

Direct Transfer between Two Inventory Organizations flow, 31.4

eBtax for Purchasing flow, 15.21

Enter Performance Ratings for an Employee flow, 13.30

Enter Person Secondary Address flow, 13.31

Enter Work Preferences flow, 13.28

Express Return from Inventory to Supplier flow, 43.6

Field Service Technician Portal Receive Parts flow, 4.2.2

Flow Schedule Completion in Workstation flow flow, 29.2

Fulfillment of a Bill Only Line with Standard Item flow, 36.8

Generate Budget Forecast for Work Order flow, 28.5

Generate Invoice for PTO Model, ATO Model and Standard Line flow, 36.2

Hire an Applicant as an Employee flow, 13.15

Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item flow, 43.3

Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow flow, 26.1

Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow flow, 26.3

Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset flow flow, 26.2

Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations flow, 31.5

Inventory Miscellaneous Issue flow, 31.2

Inventory Miscellaneous Receiptflow, 31.1

Inventory Sub-inventory Transfer flow, 31.6

Kanban Replenishment flow, 31.9

Lease Booking to Expiry flow, 14.1

Lot Controlled Assembly Transactions flow, 34.2

Match a Standard Invoice and Match it to a Receipt flow, 11.10

Material Issue through Sales Order flow, 31.15

Min-Max Planning flow, 31.10

Mobile Serialized Transactionsflow, 42.3

Modification of Standard Purchase Order in Buyer Work Center flow, 15.16

Modification of Standard Purchase Order in Forms flow, 15.15

Move Lot Based Job flow, 41.1

Move Order Requisition of Type Move Order Issue with Automatic Allocation flow, 31.3

Move Transaction with Electronic Records and Electronic Signatures flow, 34.1

Multiple Processing Constraints Validations for a Sales Order Header and Line flow, 36.9

Online Blanket Purchase Agreement and Release Creation flow, 15.2

Online Standard Purchase Order Creation flow, 15.1

Online Standard Purchase Order Creation for Services Item using Buyer Work Center flow, 15.14

Online Standard Purchase Order Creation for Services Item using Forms flow, 15.13

Online Standard Purchase Order Creation in Buyer Work Center flow, 15.7

Operations in Sales Lead Center flow, 9.1

OPM Costing Distributions for Inventory Transfers across Organizations flow, 37.1.1

Oracle Advanced Pricing, 22

Oracle Advanced Scheduler, 2

Oracle Asset Tracking, 23

Oracle Bill of Materials, 24

Oracle Contracts Core, 25

Oracle Cost Management, 26

Oracle Customer Support, 3

Oracle Engineering, 27

Oracle Enterprise Asset Management, 28

Oracle Field Service Dispatch Center flow, 4.1

Oracle Field Service Portal flow, 4.2

Oracle Field Service Wireless flow, 4.3

Oracle Flow Manufacturing, 29

Oracle Grants Accounting, 16

Oracle Incentive Compensation, 5

Oracle Install Base, 30

Oracle Inventory Management, 31

Oracle iStore, 6

Oracle Item Master, 32

Oracle Landed Cost Management, 33

Oracle Lease and Finance Management, 14

Oracle Manufacturing Execution System for Process Manufacturing, 35

Oracle Manufacturing Execution Systems for Discrete Manufacturing, 34

Oracle Payables, 11

Oracle Process Manufacturing Costing, 37.1

Oracle Process Manufacturing Execution flow, 37.2

Oracle Process Manufacturing Product Development flow, 37.3

Oracle Project Billing, 17

Oracle Project Costing, 18

Oracle Project Management, 19

Oracle Project Resource Management, 20

Oracle Property Manager, 21

Oracle Purchasing, 15

Oracle Quality, 38

Oracle Quoting, 7

Oracle Receivables, 12

Oracle Service Contracts, 39

Oracle Shipping Execution, 40

Oracle Shop Floor Management, 41

Oracle TeleSales, 9

Oracle TeleService, 10

Oracle Warehouse Management System, 43

Oracle Work in Process, 42

Over Pick Under Pick Without Exception flow, 43.1

Perform Cycle Counting flow, 31.7

Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All. flow, 40.1

Perform LPN Ship for Alias-Enabled Sub Inventory flow, 43.5

Perform Physical Inventory flow, 31.8

Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip flow, 40.2

Pick None and Curtail Pick Exceptions flow, 43.7

Positive Correction Transactions flow, 31.13

Post Debrief Install Lines flow, 4.2.1

Post Debrief Labor Lines flow, 4.3.1

Process Manufacturing Batch Creation flow, 37.2.1

Process Manufacturing Product Development Setups flow, 37.3.1

Profile Options for Oracle Spares Management, 8

Project Expenditure Entry flow flow, 18.1

Project Requirement Creation to Approval flow, 20.1

Project Revenue and Invoice Generation flow, 17.1

Project Template Creation flow, 19.1

Property Lease Management flow, 21.1

Purchase Order Inspection with Quality flow, 38.2

Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization flow flow, 26.4

Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization flow flow, 26.5

Quality Sampling for Purchase Order Receiving flow, 37.3.2

Recurring Invoices with Distribution Set flow, 11.2

Rehire as a Contingent Worker flow, 13.20

Rehire as an Employee flow, 13.19

Rehire as an Employee using Template flow, 13.22

Release Creation using Autocreate flow, 15.4

Release Creation using Autocreate with Approved Supplier List and Sourcing Rules flow, 15.5

Replenishment Count flow, 31.11

Requisition Change Order flow, 15.12

Return Defective Parts with RRR flow, 8.2

Return Material Authorization (RMA) flow, 43.8

Return to Vendor from Inventory Transactions flow, 31.14

Reverse Employee Termination flow, 13.18

RMA Direct Receipt flow, 31.16

Sales Invoice and Revenue Recognition - Standard Costing Organization flow flow, 26.8

Save Cart flow, 6.3

Schedule Task with Autonomous Scheduler flow, 4.1.2

Schedule Task with Intelligent Mode flow, 4.1.1

Shopping Cart Save to List flow, 6.5

Shopping Cart Share Cart flow, 6.4

Standard Discrete Job - Average Costing Organization flow flow, 26.7

Standard Discrete Job - Standard Costing Organization flow flow, 26.6

Standard PO Partial Receipt with Immediate Mode flow, 31.12

Standard Purchase Order Creation using Autocreate flow, 15.3

Standard Purchase Order Creation using Autocreate in Buyer Work Center flow, 15.8

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference flow, 15.6

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center flow, 15.11

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center flow, 15.9

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center flow, 15.10

Terminate a Contingent Worker flow, 13.17

Terminate a Contingent Worker using Template flow, 13.24

Terminate an Employee flow, 13.16

Update Item Catalog, Categories and MPN through Tools Operations flow, 32.3

Update Phone for an Employee flow, 13.14

Verify Audit History for a Sales Order Header and Line flow, 36.10

Verify Authorization of a Sales Order With Credit Card and Cash flow, 36.5

Verify Copying Simulated Landed Cost while Calculating Estimated Landed Cost for Standard Purchase Order in Service flow flow, 33.4

Verify Deferred Revenue Recognition flow flow, 39.3

Verify Intercompany Invoicing for Sales Order flow, 36.7

Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario flow flow, 33.2

Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario flow, 33.1

Verify PO Receipt through Forms in LCM Black Box Scenario flow flow, 33.3

Verify Scheduling Dates for Sales Order by Assigning to Ship Sets flow, 36.3

Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit flow, 36.4

Work In Progress PutAway flow, 43.2

Work Order Less Completion Transactions flow, 42.2

Prerequisites

Add Person Phone Details flow, 13.25

Add Person Qualifications flow, 13.27

Asset Transactions in Inventory Forms flow, 28.3

Assign Security Profile flow, 13.38

Authoring a Contract flow, 39.1

Award Revenue and Invoice Generation flow, 16.1

Bank Account and Credit Card Consolidation flow, 39.2

Bulk Pack Cartonization flow, 43.9

Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation flow, 15.18

Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation flow, 15.17

Change Assignment Category in Person Assignment flow, 13.36

Change Job in Person Assignment flow, 13.32

Change Location in Person Assignment flow, 13.33

Change Organization in Person Assignment flow, 13.34

Change Salary in Person Assignment flow, 13.37

Change Supervisor in Person Assignment flow, 13.35

Checkout flow, 6.1

Control Batch Record Flow for Batch Step Close and Re-open flow, 35.3

Control Batch Record Flow for Material Dispense flow, 35.2

Copy of Standard Purchase Order in Buyer Work Center flow, 15.20

Copy of Standard Purchase Order in Forms flow, 15.19

Copy Quote with All Quote Information flow, 7.3

Create a Clause with a User Defined Variable and Localize a Clause flow, 25.3

Create a Common BOM and Routing flow, 24.1

Create a Competence Profile flow, 13.26

Create a Contingent Worker flow, 13.12

Create a Contingent Worker using Template flow, 13.23

Create a Grade flow, 13.4

Create a Job flow, 13.7

Create a Location flow, 13.1

Create a Position flow, 13.8

Create a Position Hierarchy flow, 13.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Payment flow, 11.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Validation flow, 11.8

Create Adjustment - within Approval Limits flow, 12.7

Create an Applicant flow, 13.10

Create an Employee flow, 13.11

Create an Employee using Template flow, 13.21

Create an Organization flow, 13.2

Create an Organization Hierarchy flow, 13.3

Create and Copy Item, Apply Template, Assign to Organization and Add Revision flow, 32.1

Create and Pay a Standard Invoice with Distribution Set flow, 11.1

Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax flow, 11.7

Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines flow, 11.6

Create and Verify Tax on Sales Order flow, 36.6

Create Charge Lines and Orders flow, 10.3

Create Credit Memo and Match it to a Standard Invoice flow, 11.5

Create Debit Memo Receipt Reversal flow, 12.5

Create Deposit and Attach to Invoice flow, 12.9

Create Dispensing Setup (Organization Vs Recipe Vs Item) flow, 35.1

Create Engineering Change Order and Implement flow, 27.2

Create Grade Rate flow, 13.5

Create Incompatible Clauses and Add Clauses to the Clause Folder flow, 25.2

Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts) flow, 11.11

Create Invoice Batch with Credit Memo and Standard Invoice flow, 11.12

Create Invoice with 'In Advance' Accounting Rule flow, 12.4

Create Invoice with Document Number when Saved flow, 12.8

Create Invoice with Split Payment Term and Apply Credit Memo flow, 12.6

Create Item With and Without Template and Assign to Organizations flow, 32.2

Create Job Group flow, 13.6

Create Order from Quote for a Standard Item flow, 36.1

Create Person Absence flow, 13.29

Create Person Multiple Assignments flow, 13.13

Create PR and IO through Parts Search flow, 8.1

Create Processing Constraints for Customer PO flow, 36.11

Create Quality Setups and Capture Quality Results flow, 38.1

Create Quote with Different Shipping and Billing Details flow, 7.1

Create Quote with Multiple Templates Form flow, 7.2

Create Rate Table flow, 5.2

Create Receipt and Clear using Cash Management flow, 12.2

Create Receipt and Take Earned Discount flow, 12.1

Create Reservation Parts Search flow, 4.3.2

Create Role Group Resource flow, 5.1

Create Scheduler Rule, 2.1

Create Service Request for Customer Organization and Employee Contact flow, 10.1

Create Service Request Task Customer Support Specialist flow, 3.1

Create SR Task Case Worker, 3.3

Create SR Task Service Desk Analyst flow, 3.2

Create Standard Invoice flow, 11.3

Create Standard Receipt Reversal flow, 12.3

Create Supersession and IO flow, 8.3

Create Work Request flow, 28.1

Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order flow, 27.1

Create, Transact and Complete Standard Discrete Job flow, 42.1

Create, Update and Duplicate Clauses flow, 25.1

Create, Update Price Lists and Modifiers flow, 22.1

Create, Update, Audit and Validate Task flow, 10.2

Creating Preventive Maintenance Schedule for Asset Number flow, 28.4

Creation and Completion of Work Order for Assets flow, 28.2

Creation of Counter with Counter Group and Counter Template flow, 30.1

Creation of Interest Invoice flow, 11.4

Creation of Item Instance for an Internally Owned Item flow, 30.2

Define Setup for Flow Routing flow, 29.1

Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm flow, 40.3

Deployment Transactions on Item Instances flow, 23.1

Direct Item Entry flow, 6.2

Direct Ship Base Case flow, 43.4

Direct Transfer between Two Inventory Organizations flow, 31.4

eBtax for Purchasing flow, 15.21

Enter Performance Ratings for an Employee flow, 13.30

Enter Person Secondary Address flow, 13.31

Enter Work Preferences flow, 13.28

Express Return from Inventory to Supplier flow, 43.6

Field Service Technician Portal Receive Parts flow, 4.2.2

Flow Schedule Completion in Workstation flow, 29.2

Fulfillment of a Bill Only Line with Standard Item flow, 36.8

Generate Budget Forecast for Work Order flow, 28.5

Generate Invoice for PTO Model, ATO Model and Standard Line flow, 36.2

Hire an Applicant as an Employee flow, 13.15

Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item flow, 43.3

Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.1

Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.3

Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset flow, 26.2

Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations flow, 31.5

Inventory Miscellaneous Issue flow, 31.2

Inventory Miscellaneous Receipt flow, 31.1

Inventory Sub-inventory Transfer flow, 31.6

Kanban Replenishment flow, 31.9

Lease Booking to Expiry flow, 14.1

Lot Controlled Assembly Transactions flow, 34.2

Match a Standard Invoice and Match it to a Receipt flow, 11.10

Material Issue through Sales Order flow, 31.15

Min-Max Planning flow, 31.10

Mobile Serialized Transactions flow, 42.3

Modification of Standard Purchase Order in Buyer Work Center flow, 15.16

Modification of Standard Purchase Order in Forms flow, 15.15

Move Lot Based Job flow, 41.1

Move Order Requisition of Type Move Order Issue with Automatic Allocation flow, 31.3

Move Transaction with Electronic Records and Electronic Signatures flow, 34.1

Multiple Processing Constraints Validations for a Sales Order Header and Line flow, 36.9

Online Blanket Purchase Agreement and Release Creation flow, 15.2

Online Standard Purchase Order Creation flow, 15.1

Online Standard Purchase Order Creation for Services Item using Buyer Work Center flow, 15.14

Online Standard Purchase Order Creation for Services Item using Forms flow, 15.13

Online Standard Purchase Order Creation in Buyer Work Center flow, 15.7

Operations in Sales Lead Center flow, 9.1

OPM Costing Distributions for Inventory Transfers across Organizations flow, 37.1.1

Oracle Advanced Pricing, 22

Oracle Advanced Scheduler, 2

Oracle Asset Tracking, 23

Oracle Bill of Materials, 24

Oracle Contracts Core, 25

Oracle Cost Management, 26

Oracle Customer Support, 3

Oracle Engineering, 27

Oracle Enterprise Asset Management, 28

Oracle Field Service Dispatch Center flow, 4.1

Oracle Field Service Portal, 4.2

Oracle Field Service Wireless flow, 4.3

Oracle Flow Manufacturing, 29

Oracle Grants Accounting, 16

Oracle Incentive Compensation, 5

Oracle Install Base, 30

Oracle Inventory Management, 31

Oracle iStore, 6

Oracle Item Master, 32

Oracle Landed Cost Management, 33

Oracle Lease and Finance Management, 14

Oracle Manufacturing Execution System for Process Manufacturing flow, 35

Oracle Manufacturing Execution Systems for Discrete Manufacturing, 34

Oracle Order Management, 36

Oracle Payables, 11

Oracle Process Manufacturing Costing, 37.1

Oracle Process Manufacturing Execution flow, 37.2

Oracle Process Manufacturing Product Development flow, 37.3

Oracle Project Billing, 17

Oracle Project Costing, 18

Oracle Project Management, 19

Oracle Project Resource Management, 20

Oracle Property Manager, 21

Oracle Purchasing, 15

Oracle Quality, 38

Oracle Quoting, 7

Oracle Receivables, 12

Oracle Service Contracts, 39

Oracle Shipping Execution, 40

Oracle Shop Floor Management, 41

Oracle Spares Management, 8

Oracle TeleSales, 9

Oracle TeleService, 10

Oracle Warehouse Management System, 43

Oracle Work in Process, 42

Over Pick Under Pick Without Exception flow, 43.1

Perform Cycle Counting flow, 31.7

Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All. flow, 40.1

Perform LPN Ship for Alias-Enabled Sub Inventory flow, 43.5

Perform Physical Inventory flow, 31.8

Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip flow, 40.2

Pick None and Curtail Pick Exceptions flow, 43.7

Positive Correction Transactions flow, 31.13

Post Debrief Install Lines flow, 4.2.1

Post Debrief Labor Lines flow], 4.3.1

Process Manufacturing Batch Creation flow, 37.2.1

Process Manufacturing Product Development Setups flow, 37.3.1

Project Expenditure Entry flow, 18.1

Project Requirement Creation to Approval flow, 20.1

Project Revenue and Invoice Generation flow, 17.1

Project Template Creation flow, 19.1

Property Lease Management flow, 21.1

Purchase Order Inspection with Quality flow, 38.2

Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization flow, 26.4

Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization flow, 26.5

Quality Sampling for Purchase Order Receiving flow, 37.3.2

Recurring Invoices with Distribution Set, 11.2

Rehire as a Contingent Worker flow, 13.20

Rehire as an Employee flow, 13.19

Rehire as an Employee using Template flow, 13.22

Release Creation using Autocreate flow, 15.4

Release Creation using Autocreate with Approved Supplier List and Sourcing Rules flow, 15.5

Replenishment Count flow, 31.11

Requisition Change Order flow, 15.12

Return Defective Parts with RRR flow, 8.2

Return Material Authorization (RMA) flow, 43.8

Return to Vendor from Inventory Transactions flow, 31.14

Reverse Employee Termination flow, 13.18

RMA Direct Receipt flow, 31.16

Sales Invoice and Revenue Recognition - Standard Costing Organization flow, 26.8

Save Cart flow, 6.3

Schedule Task with Autonomous Scheduler flow, 4.1.2

Schedule Task with Intelligent Mode flow, 4.1.1

Shopping Cart Save to List flow, 6.5

Shopping Cart Share Cart flow, 6.4

Standard Discrete Job - Average Costing Organization flow, 26.7

Standard Discrete Job - Standard Costing Organization flow, 26.6

Standard PO Partial Receipt with Immediate Mode flow, 31.12

Standard Purchase Order Creation using Autocreate flow, 15.3

Standard Purchase Order Creation using Autocreate in Buyer Work Center flow, 15.8

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference flow, 15.6

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center flow, 15.11

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center flow, 15.9

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center flow, 15.10

Terminate a Contingent Worker flow, 13.17

Terminate a Contingent Worker using Template flow, 13.24

Terminate an Employee flow, 13.16

Update Item Catalog, Categories and MPN through Tools Operations flow, 32.3

Update Phone for an Employee flow, 13.14

Verify Audit History for a Sales Order Header and Line flow, 36.10

Verify Authorization of a Sales Order With Credit Card and Cash flow, 36.5

Verify Copying Simulated Landed Cost while Calculating Estimated Landed Cost for Standard Purchase Order in Service flow, 33.4

Verify Deferred Revenue Recognition flow, 39.3

Verify Intercompany Invoicing for Sales Order flow, 36.7

Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario flow, 33.2

Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario flow, 33.1

Verify PO Receipt through Forms in LCM Black Box Scenario flow, 33.3

Verify Scheduling Dates for Sales Order by Assigning to Ship Sets flow, 36.3

Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit flow, 36.4

Work In Progress PutAway flow, 43.2

Work Order Less Completion Transactions flow, 42.2

Process Manufacturing Batch Creation Flow, 37.2.1 Process Manufacturing Product Development Setups flow, 37.3.1 Profile Options

Add Person Phone Details flow, 13.25

Add Person Qualifications flow, 13.27

Asset Transactions in Inventory Forms flow, 28.3

Assign Security Profile flow, 13.38

Authoring a Contract flow, 39.1

Award Revenue and Invoice Generation flow, 16.1

Bank Account and Credit Card Consolidation flow, 39.2

Bulk Pack Cartonization flow, 43.9

Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation flow, 15.18

Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation flow, 15.17

Change Assignment Category in Person Assignment flow, 13.36

Change Job in Person Assignment flow, 13.32

Change Location in Person Assignment flow, 13.33

Change Organization in Person Assignment flow, 13.34

Change Salary in Person Assignment flow, 13.37

Change Supervisor in Person Assignment flow, 13.35

Checkout flow, 6.1

Control Batch Record Flow for Batch Step Close and Re-open flow, 35.3

Control Batch Record Flow for Material Dispense flow, 35.2

Copy of Standard Purchase Order in Buyer Work Center flow, 15.20

Copy of Standard Purchase Order in Forms flow, 15.19

Copy Quote with All Quote Information flow, 7.3

Create a Clause with a User Defined Variable and Localize a Clause flow, 25.3

Create a Common BOM and Routing flow, 24.1

Create a Competence Profile flow, 13.26

Create a Contingent Worker flow, 13.12

Create a Contingent Worker using Template flow, 13.23

Create a Grade flow, 13.4

Create a Job flow, 13.7

Create a Location flow, 13.1

Create a Position flow, 13.8

Create a Position Hierarchy flow, 13.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Payment flow, 11.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Validation flow, 11.8

Create Adjustment - within Approval Limits flow, 12.7

Create an Applicant flow, 13.10

Create an Employee flow, 13.11

Create an Employee using Template flow, 13.21

Create an Organization flow, 13.2

Create an Organization Hierarchy flow, 13.3

Create and Copy Item, Apply Template, Assign to Organization and Add Revision flow, 32.1

Create and Pay a Standard Invoice with Distribution Set flow, 11.1

Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax flow, 11.7

Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines flow, 11.6

Create and Verify Tax on Sales Order flow, 36.6

Create Charge Lines and Orders flow, 10.3

Create Credit Memo and Match it to a Standard Invoice flow, 11.5

Create Debit Memo Receipt Reversal flow, 12.5

Create Deposit and Attach to Invoice flow, 12.9

Create Dispensing Setup (Organization Vs Recipe Vs Item) flow, 35.1

Create Engineering Change Order and Implement flow, 27.2

Create Grade Rate flow, 13.5

Create Incompatible Clauses and Add Clauses to the Clause Folder flow, 25.2

Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts) flow, 11.11

Create Invoice Batch with Credit Memo and Standard Invoice flow, 11.12

Create Invoice with 'In Advance' Accounting Rule flow, 12.4

Create Invoice with Document Number when Saved flow, 12.8

Create Invoice with Split Payment Term and Apply Credit Memo flow, 12.6

Create Item With and Without Template and Assign to Organizations flow, 32.2

Create Job Group flow, 13.6

Create Order from Quote for a Standard Item flow, 36.1

Create Person Absence flow, 13.29

Create Person Multiple Assignments flow, 13.13

Create PR and IO through Parts Search, 8.1

Create Processing Constraints for Customer PO flow, 36.11

Create Quality Setups and Capture Quality Results flow, 38.1

Create Quote with Different Shipping and Billing Details flow, 7.1

Create Quote with Multiple Templates Form flow, 7.2

Create Rate Table flow, 5.2

Create Receipt and Clear using Cash Management flow, 12.2

Create Receipt and Take Earned Discount flow, 12.1

Create Reservation Parts Search flow, 4.3.2

Create Role Group Resource flow, 5.1

Create Scheduler Rule, 2.1

Create Service Request for Customer Organization and Employee Contact flow, 10.1

Create Service Request Task Customer Support Specialist flow, 3.1

Create SR Task Case Worker, 3.3

Create SR Task Service Desk Analyst flow, 3.2

Create Standard Invoice flow, 11.3

Create Standard Receipt Reversal flow, 12.3

Create Supersession and IO flow, 8.3

Create Work Request flow, 28.1

Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order flow, 27.1

Create, Transact and Complete Standard Discrete Job flow, 42.1

Create, Update and Duplicate Clauses flow, 25.1

Create, Update Price Lists and Modifiers flow, 22.1

Create, Update, Audit and Validate Task flow, 10.2

Creating Preventive Maintenance Schedule for Asset Number flow, 28.4

Creation and Completion of Work Order for Assets flow, 28.2

Creation of Counter with Counter Group and Counter Template flow, 30.1

Creation of Interest Invoice flow, 11.4

Creation of Item Instance for an Internally Owned Item flow, 30.2

Define Setup for Flow Routing flow, 29.1

Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm flow, 40.3

Deployment Transactions on Item Instances flow, 23.1

Direct Item Entry flow, 6.2

Direct Ship Base Case flow, 43.4

Direct Transfer between Two Inventory Organizations flow, 31.4

eBtax for Purchasing flow, 15.21

Enter Performance Ratings for an Employee flow, 13.30

Enter Person Secondary Address flow, 13.31

Enter Work Preferences flow, 13.28

Express Return from Inventory to Supplier flow, 43.6

Field Service Technician Portal Receive Parts flow, 4.2.2

Flow Schedule Completion in Workstation flow, 29.2

Fulfillment of a Bill Only Line with Standard Item flow, 36.8

Generate Budget Forecast for Work Order flow, 28.5

Generate Invoice for PTO Model, ATO Model and Standard Line flow, 36.2

Hire an Applicant as an Employee flow, 13.15

Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item flow, 43.3

Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.1

Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.3

Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset flow, 26.2

Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations flow, 31.5

Inventory Miscellaneous Issue flow, 31.2

Inventory Miscellaneous Receipt flow, 31.1

Inventory Sub-inventory Transfer flow, 31.6

Kanban Replenishment flow, 31.9

Lease Booking to Expiry flow, 14.1

Lot Controlled Assembly Transactions flow, 34.2

Match a Standard Invoice and Match it to a Receipt flow, 11.10

Material Issue through Sales Order flow, 31.15

Min-Max Planning flow, 31.10

Mobile Serialized Transactions flow, 42.3

Modification of Standard Purchase Order in Buyer Work Center flow, 15.16

Modification of Standard Purchase Order in Forms flow, 15.15

Move Lot Based Job flow, 41.1

Move Order Requisition of Type Move Order Issue with Automatic Allocation flow, 31.3

Move Transaction with Electronic Records and Electronic Signatures flow, 34.1

Multiple Processing Constraints Validations for a Sales Order Header and Line flow, 36.9

Online Blanket Purchase Agreement and Release Creation flow, 15.2

Online Standard Purchase Order Creation flow, 15.1

Online Standard Purchase Order Creation for Services Item using Buyer Work Center flow, 15.14

Online Standard Purchase Order Creation for Services Item using Forms flow, 15.13

Online Standard Purchase Order Creation in Buyer Work Center flow, 15.7

Operations in Sales Lead Center flow, 9.1

OPM Costing Distributions for Inventory Transfers across Organizations flow, 37.1.1

Oracle Advanced Scheduler, 2

Oracle Asset Tracking, 23

Oracle Bill of Materials, 24

Oracle Contracts Core, 25

Oracle Cost Management, 26

Oracle Customer Support, 3

Oracle Engineering, 27

Oracle Enterprise Asset Management, 28

Oracle Field Service Dispatch Center flow, 4.1

Oracle Field Service Portal, 4.2

Oracle Field Service Wireless flow, 4.3

Oracle Flow Manufacturing, 29

Oracle Grants Accounting, 16

Oracle Incentive Compensation, 5

Oracle Install Base, 30

Oracle Inventory Management, 31

Oracle iStore, 6

Oracle Item Master, 32

Oracle Landed Cost Management, 33

Oracle Lease and Finance Management, 14

Oracle Manufacturing Execution System for Process Manufacturing, 35

Oracle Manufacturing Execution Systems for Discrete Manufacturing, 34

Oracle Payables, 11

Oracle Process Manufacturing Costing, 37.1

Oracle Process Manufacturing Execution flow, 37.2

Oracle Process Manufacturing Product Development flow, 37.3

Oracle Project Billing, 17

Oracle Project Costing, 18

Oracle Project Management, 19

Oracle Project Resource Management, 20

Oracle Property Manager, 21

Oracle Purchasing, 15

Oracle Quality, 38

Oracle Quoting, 7

Oracle Receivables, 12

Oracle Service Contracts, 39

Oracle Shipping Execution, 40

Oracle Shop Floor Management, 41

Oracle Spares Management, 8

Oracle TeleSales, 9

Oracle TeleService, 10

Oracle Warehouse Management System, 43

Oracle Work in Process, 42

Over Pick Under Pick Without Exception flow, 43.1

Perform Cycle Counting flow, 31.7

Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All. flow, 40.1

Perform LPN Ship for Alias-Enabled Sub Inventory flow, 43.5

Perform Physical Inventory flow, 31.8

Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip flow, 40.2

Pick None and Curtail Pick Exceptions flow, 43.7

Positive Correction Transactions flow, 31.13

Post Debrief Install Lines flow, 4.2.1

Post Debrief Labor Lines flow, 4.3.1

Process Manufacturing Batch Creation flow, 37.2.1

Process Manufacturing Product Development Setups flow, 37.3.1

Project Expenditure Entry flow, 18.1

Project Requirement Creation to Approval Flow flow, 20.1

Project Revenue and Invoice Generation flow, 17.1

Project Template Creation flow, 19.1

Property Lease Management flow, 21.1

Purchase Order Inspection with Quality flow, 38.2

Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization flow, 26.4

Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization flow, 26.5

Quality Sampling for Purchase Order Receiving flow, 37.3.2

Recurring Invoices with Distribution Set flow, 11.2

Rehire as a Contingent Worker flow, 13.20

Rehire as an Employee flow, 13.19

Rehire as an Employee using Template flow, 13.22

Release Creation using Autocreate flow, 15.4

Release Creation using Autocreate with Approved Supplier List and Sourcing Rules flow, 15.5

Replenishment Count flow, 31.11

Requisition Change Order flow, 15.12

Return Defective Parts with RRR flow, 8.2

Return Material Authorization (RMA) flow, 43.8

Return to Vendor from Inventory Transactions flow, 31.14

Reverse Employee Termination flow, 13.18

RMA Direct Receipt flow, 31.16

Sales Invoice and Revenue Recognition - Standard Costing Organization flow, 26.8

Save Cart flow, 6.3

Schedule Task with Autonomous Scheduler flow, 4.1.2

Schedule Task with Intelligent Mode flow, 4.1.1

Shopping Cart Save to List flow, 6.5

Shopping Cart Share Cart flow, 6.4

Standard Discrete Job - Average Costing Organization flow, 26.7

Standard Discrete Job - Standard Costing Organization flow, 26.6

Standard PO Partial Receipt with Immediate Mode flow, 31.12

Standard Purchase Order Creation using Autocreate flow, 15.3

Standard Purchase Order Creation using Autocreate in Buyer Work Center flow, 15.8

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference flow, 15.6

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center flow, 15.11

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center flow, 15.9

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center flow, 15.10

Terminate a Contingent Worker flow, 13.17

Terminate a Contingent Worker using Template flow, 13.24

Terminate an Employee flow, 13.16

Update Item Catalog, Categories and MPN through Tools Operations flow, 32.3

Update Phone for an Employee flow, 13.14

Verify Audit History for a Sales Order Header and Line flow, 36.10

Verify Authorization of a Sales Order With Credit Card and Cash flow, 36.5

Verify Copying Simulated Landed Cost while Calculating Estimated Landed Cost for Standard Purchase Order in Service flow, 33.4

Verify Deferred Revenue Recognition flow, 39.3

Verify Intercompany Invoicing for Sales Order flow, 36.7

Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario flow, 33.2

Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario flow, 33.1

Verify PO Receipt through Forms in LCM Black Box Scenario flow, 33.3

Verify Scheduling Dates for Sales Order by Assigning to Ship Sets flow, 36.3

Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit flow, 36.4

Work In Progress PutAway flow, 43.2

Work Order Less Completion Transactions flow, 42.2

Project Expenditure Entry flow, 18.1 Project Requirement Creation to Approval flow, 20.1 Project Revenue and Invoice Generation flow, 17.1 Project Template Creation flow, 19.1 Property Lease Management flow, 21.1 Purchase Order Inspection with Quality flow, 38.2 Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization flow, 26.4 Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization flow, 26.5

Q

Quality Sampling for Purchase Order Receiving flow, 37.3.2

R

Recurring Invoices with Distribution Set flow, 11.2

Rehire as a Contingent Worker flow, 13.20

Rehire as an Employee flow, 13.19

Rehire as an Employee using Template flow, 13.22

Release Creation using Autocreate flow, 15.4

Release Creation using Autocreate with Approved Supplier List and Sourcing Rules flow, 15.5

Replenishment Count flow, 31.11

Requisition Change Order flow, 15.12

Return Defective Parts with RRR flow, 8.2

Return Material Authorization (RMA) flow, 43.8

Return to Vendor from Inventory Transactions flow, 31.14

Reverse Employee Termination flow, 13.18

RMA Direct Receipt flow, 31.16

S

Sales Invoice and Revenue Recognition - Standard Costing Organization flow, 26.8

Save Cart flow, 6.3

Schedule Task with Autonomous Scheduler flow, 4.1.2

Schedule Task with Intelligent Mode flow, 4.1.1

Setup Data

Add Person Phone Details flow, 13.25

Add Person Qualifications flow, 13.27

Asset Transactions in Inventory Forms flow, 28.3

Assign Security Profile flow, 13.38

Authoring a Contract flow, 39.1

Award Revenue and Invoice Generation flow, 16.1

Bank Account and Credit Card Consolidation flow, 39.2

Bulk Pack Cartonization flow, 43.9

Cancellation of Standard Purchase Order in Buyer Work Center and Backing Requisition Cancellation flow, 15.18

Cancellation of Standard Purchase Order in Forms and Backing Requisition Cancellation flow, 15.17

Change Assignment Category in Person Assignment flow, 13.36

Change Job in Person Assignment flow, 13.32

Change Location in Person Assignment flow, 13.33

Change Organization in Person Assignment flow, 13.34

Change Salary in Person Assignment flow, 13.37

Change Supervisor in Person Assignment flow, 13.35

Checkout flow, 6.1

Control Batch Record Flow for Batch Step Close and Re-open flow, 35.3

Control Batch Record Flow for Material Dispense flow, 35.2

Copy of Standard Purchase Order in Buyer Work Center flow, 15.20

Copy of Standard Purchase Order in Forms flow, 15.19

Copy Quote with All Quote Information flow, 7.3

Create a Clause with a User Defined Variable and Localize a Clause flow, 25.3

Create a Common BOM and Routing flow, 24.1

Create a Competence Profile flow, 13.26

Create a Contingent Worker flow, 13.12

Create a Contingent Worker using Template flow, 13.23

Create a Grade flow, 13.4

Create a Job flow, 13.7

Create a Location flow, 13.1

Create a Position flow, 13.8

Create a Position Hierarchy flow, 13.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Payment flow, 11.9

Create a Standard Invoice with AWT, Generate AWT Invoice at Validation flow, 11.8

Create Adjustment - within Approval Limits flow, 12.7

Create an Applicant flow, 13.10

Create an Employee flow, 13.11

Create an Employee using Template flow, 13.21

Create an Organization flow, 13.2

Create an Organization Hierarchy flow, 13.3

Create and Copy Item, Apply Template, Assign to Organization and Add Revision flow, 32.1

Create and Pay a Standard Invoice with Distribution Set flow, 11.1

Create and Pay Prepayment and Apply it to Standard Invoice Both Having Line Level Tax flow, 11.7

Create and Pay Prepayment and Apply it to Standard Invoice with Multiple Lines flow, 11.6

Create and Verify Tax on Sales Order flow, 36.6

Create Charge Lines and Orders flow, 10.3

Create Credit Memo and Match it to a Standard Invoice flow, 11.5

Create Debit Memo Receipt Reversal flow, 12.5

Create Deposit and Attach to Invoice flow, 12.9

Create Dispensing Setup (Organization Vs Recipe Vs Item) flow, 35.1

Create Engineering Change Order and Implement flow, 27.2

Create Grade Rate flow, 13.5

Create Incompatible Clauses and Add Clauses to the Clause Folder flow, 25.2

Create Invoice and Verify Correct Discount is Taken Based on Payment Date (Multiple Discounts) flow, 11.11

Create Invoice Batch with Credit Memo and Standard Invoice flow, 11.12

Create Invoice with 'In Advance' Accounting Rule flow, 12.4

Create Invoice with Document Number when Saved flow, 12.8

Create Invoice with Split Payment Term and Apply Credit Memo flow, 12.6

Create Item With and Without Template and Assign to Organizations flow, 32.2

Create Job Group flow, 13.6

Create Order from Quote for a Standard Item flow, 36.1

Create Person Absence flow, 13.29

Create Person Multiple Assignments flow, 13.13

Create PR and IO through Parts Search flow, 8.1

Create Processing Constraints for Customer PO flow, 36.11

Create Quality Setups and Capture Quality Results flow, 38.1

Create Quote with Different Shipping and Billing Details, 7.1

Create Quote with Multiple Templates Form flow, 7.2

Create Rate Table flow, 5.2

Create Receipt and Clear using Cash Management flow, 12.2

Create Receipt and Take Earned Discount flow, 12.1

Create Reservation Parts Search flow, 4.3.2

Create Role Group Resource flow, 5.1

Create Scheduler Rule, 2.1

Create Service Request for Customer Organization and Employee Contact flow, 10.1

Create Service Request Task Customer Support Specialist flow, 3.1

Create SR Task Case Worker, 3.3

Create SR Task Service Desk Analyst flow, 3.2

Create Standard Invoice flow, 11.3

Create Standard Receipt Reversal flow, 12.3

Create Supersession and IO flow, 8.3

Create Work Request flow, 28.1

Create, Copy ENG to MFG, Propagate and Implement Engineering Change Order flow, 27.1

Create, Transact and Complete Standard Discrete Job flow, 42.1

Create, Update and Duplicate Clauses flow, 25.1

Create, Update Price Lists and Modifiers flow, 22.1

Create, Update, Audit and Validate Task flow, 10.2

Creating Preventive Maintenance Schedule for Asset Number flow, 28.4

Creation and Completion of Work Order for Assets flow, 28.2

Creation of Counter with Counter Group and Counter Template flow, 30.1

Creation of Interest Invoice flow, 11.4

Creation of Item Instance for an Internally Owned Item flow, 30.2

Define Setup for Flow Routing flow, 29.1

Define Two Level Container Item Relationship and Perform Autopack Master from Delivery Details and Ship Confirm flow, 40.3

Deployment Transactions on Item Instances flow, 23.1

Direct Item Entry flow, 6.2

Direct Ship Base Case flow, 43.4

Direct Transfer between Two Inventory Organizations flow, 31.4

eBtax for Purchasing flow, 15.21

Enter Performance Ratings for an Employee flow, 13.30

Enter Person Secondary Address flow, 13.31

Enter Work Preferences flow, 13.28

Express Return from Inventory to Supplier flow, 43.6

Field Service Technician Portal Receive Parts flow, 4.2.2

Flow Schedule Completion in Workstation flow, 29.2

Fulfillment of a Bill Only Line with Standard Item flow, 36.8

Generate Budget Forecast for Work Order flow, 28.5

Generate Invoice for PTO Model, ATO Model and Standard Line flow, 36.2

Hire an Applicant as an Employee flow, 13.15

Inspection PO Receipt and Put Away With New Operation Plan Attached to Plain Item flow, 43.3

Inter-Organization Transfers -Standard to Average Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.1

Inter-Organization Transfers -Standard to First-in, First-out (FIFO) Costing Organizations- FOB Receipt-Sub-Inventory-Asset-Asset flow, 26.3

Inter-Organization Transfers -Standard to Last-in, First-out (LIFO) Costing Organizations- FOB Receipt-Sub-inventory-Asset-Asset flow, 26.2

Inventory Intransit Shipment with Direct Receipt between Two Inventory Organizations flow, 31.5

Inventory Miscellaneous Issue flow, 31.2

Inventory Miscellaneous Receipt flow, 31.1

Inventory Sub-inventory Transfer flow, 31.6

Kanban Replenishment flow, 31.9

Lease Booking to Expiry flow, 14.1

Lot Controlled Assembly Transactions flow, 34.2

Match a Standard Invoice and Match it to a Receipt flow, 11.10

Material Issue through Sales Order flow, 31.15

Min-Max Planning flow, 31.10

Mobile Serialized Transactions flow, 42.3

Modification of Standard Purchase Order in Buyer Work Center flow, 15.16

Modification of Standard Purchase Order in Forms flow, 15.15

Move Lot Based Job flow, 41.1

Move Order Requisition of Type Move Order Issue with Automatic Allocation flow, 31.3

Move Transaction with Electronic Records and Electronic Signatures flow, 34.1

Multiple Processing Constraints Validations for a Sales Order Header and Line flow, 36.9

Online Blanket Purchase Agreement and Release Creation flow, 15.2

Online Standard Purchase Order Creation flow, 15.1

Online Standard Purchase Order Creation for Services Item using Buyer Work Center flow, 15.14

Online Standard Purchase Order Creation for Services Item using Forms flow, 15.13

Online Standard Purchase Order Creation in Buyer Work Center flow, 15.7

Operations in Sales Lead Center flow, 9.1

OPM Costing Distributions for Inventory Transfers across Organizations flow, 37.1.1

Oracle Advanced Pricing, 22

Oracle Advanced Scheduler, 2

Oracle Asset Tracking, 23

Oracle Bill of Materials, 24

Oracle Contracts Core, 25

Oracle Cost Management, 26

Oracle Customer Support, 3

Oracle Engineering, 27

Oracle Enterprise Asset Management flow, 28

Oracle Field Service Dispatch Center flow, 4.1

Oracle Field Service Portal flow, 4.2

Oracle Field Service Wireless flow, 4.3

Oracle Flow Manufacturing flow, 29

Oracle Grants Accounting, 16

Oracle Incentive Compensation, 5

Oracle Install Base, 30

Oracle Inventory Management, 31

Oracle iStore, 6

Oracle Item Master, 32

Oracle Landed Cost Management, 33

Oracle Lease and Finance Management, 14

Oracle Manufacturing Execution System for Process Manufacturing, 35

Oracle Manufacturing Execution Systems for Discrete Manufacturing, 34

Oracle Payables, 11

Oracle Process Manufacturing Costing, 37.1

Oracle Process Manufacturing Execution flow, 37.2

Oracle Process Manufacturing Product Development flow, 37.3

Oracle Project Billing, 17

Oracle Project Costing, 18

Oracle Project Management, 19

Oracle Project Resource Management, 20

Oracle Property Manager, 21

Oracle Purchasing, 15

Oracle Quality, 38

Oracle Quoting, 7

Oracle Receivables, 12

Oracle Service Contracts, 39

Oracle Shipping Execution, 40

Oracle Shop Floor Management, 41

Oracle TeleSales, 9

Oracle TeleService, 10

Oracle Warehouse Management System, 43

Oracle Work in Process, 42

Over Pick Under Pick Without Exception flow, 43.1

Perform Cycle Countingflow, 31.7

Perform Delivery Actions like Autocreate Delivery, Auto Create Trip, Pick Release from Shipping Transaction Form, Generate BOL, Generate Packing Slip and Ship All. flow, 40.1

Perform LPN Ship for Alias-Enabled Sub Inventory flow, 43.5

Perform Physical Inventory flow, 31.8

Perform Trip Confirm of Ship Model Complete (SMC) Pick to Order (PTO) Model from Shipping Transaction Form by Autocreating the Trip flow, 40.2

Pick None and Curtail Pick Exceptions flow, 43.7

Positive Correction Transactions flow, 31.13

Post Debrief Install Lines flow, 4.2.1

Post Debrief Labor Lines flow, 4.3.1

Process Manufacturing Batch Creation flow, 37.2.1

Process Manufacturing Product Development Setups flow, 37.3.1

Profile Options for Oracle Spares Management, 8

Profile Options for Schedule Task with Autonomous Scheduler flow, 4.1.2

Project Expenditure Entry flow, 18.1

Project Requirement Creation to Approval flow, 20.1

Project Revenue and Invoice Generation flow, 17.1

Project Template Creation flow, 19.1

Property Lease Management flow, 21.1

Purchase Order Inspection with Quality flow, 38.2

Purchase Order Receipt - Asset Item- Asset-Sub-Inventory-Average Costing Organization flow, 26.4

Purchase Order Receipt-Asset Item- Asset-Sub-Inventory-Standard Costing Organization flow, 26.5

Quality Sampling for Purchase Order Receiving flow, 37.3.2

Recurring Invoices with Distribution Set flow, 11.2

Rehire as a Contingent Worker flow, 13.20

Rehire as an Employee flow, 13.19

Rehire as an Employee using Template flow, 13.22

Release Creation using Autocreate flow, 15.4

Release Creation using Autocreate with Approved Supplier List and Sourcing Rules flow, 15.5

Replenishment Count flow, 31.11

Requisition Change Order flow, 15.12

Return Defective Parts with RRR flow, 8.2

Return Material Authorization (RMA) flow, 43.8

Return to Vendor from Inventory Transactions flow, 31.14

Reverse Employee Termination flow, 13.18

RMA Direct Receipt flow, 31.16

Sales Invoice and Revenue Recognition - Standard Costing Organization flow, 26.8

Save Cart flow, 6.3

Schedule Task with Intelligent Mode flow, 4.1.1

Shopping Cart Save to List flow, 6.5

Shopping Cart Share Cart flow, 6.4

Standard Discrete Job - Average Costing Organization flow, 26.7

Standard Discrete Job - Standard Costing Organization flow, 26.6

Standard PO Partial Receipt with Immediate Mode flow, 31.12

Standard Purchase Order Creation using Autocreate flow, 15.3

Standard Purchase Order Creation using Autocreate in Buyer Work Center flow, 15.8

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference flow, 15.6

Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center flow, 15.11

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center flow, 15.9

Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center flow, 15.10

Terminate a Contingent Worker flow, 13.17

Terminate a Contingent Worker using Template flow, 13.24

Terminate an Employee flow, 13.16

Update Item Catalog, Categories and MPN through Tools Operations flow, 32.3

Update Phone for an Employee flow, 13.14

Verify Audit History for a Sales Order Header and Line flow, 36.10

Verify Authorization of a Sales Order With Credit Card and Cash flow, 36.5

Verify Copying Simulated Landed Cost while Calculating Estimated Landed Cost for Standard Purchase Order in Service flow, 33.4

Verify Deferred Revenue Recognition flow, 39.3

Verify Intercompany Invoicing for Sales Order flow, 36.7

Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario flow, 33.2

Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario flow, 33.1

Verify PO Receipt through Forms in LCM Black Box Scenario flow, 33.3

Verify Scheduling Dates for Sales Order by Assigning to Ship Sets flow, 36.3

Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit flow, 36.4

Work In Progress PutAway flow, 43.2

Work Order Less Completion Transactions flow, 42.2

Shopping Cart Save to List flow, 6.5 Shopping Cart Share Cart flow, 6.4 Standard Discrete Job - Average Costing Organization flow, 26.7 Standard Discrete Job - Standard Costing Organization flow, 26.6 Standard PO Partial Receipt with Immediate Mode flow, 31.12 Standard Purchase Order Creation using Autocreate flow, 15.3 Standard Purchase Order Creation using Autocreate in Buyer Work Center flow, 15.8 Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference flow, 15.6 Standard Purchase Order Creation using Autocreate with Contract Purchase Agreement Reference in Buyer Work Center flow, 15.11 Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate in Buyer Work Center flow, 15.9 Standard Purchase Order Creation with Global Blanket Purchase Agreement Reference using Autocreate with Approved Supplier List and Sourcing Rules in Buyer Work Center flow, 15.10

T

Terminate a Contingent Worker flow, 13.17

Terminate a Contingent Worker using Template flow, 13.24

Terminate an Employee flow, 13.16

U

Update Item Catalog, Categories and MPN through Tools Operations flow, 32.3

Update Phone for an Employee flow, 13.14

V

Verify Audit History for a Sales Order Header and Line flow, 36.10

Verify Authorization of a Sales Order With Credit Card and Cash flow, 36.5

Verify Copying Simulated Landed Cost while Calculating Estimated Landed Cost for Standard Purchase Order in Service flow, 33.4

Verify Deferred Revenue Recognition flow, 39.3

Verify Intercompany Invoicing for Sales Order flow, 36.7

Verify LCM Shipment Receipt through Forms in Pre Receiving Scenario flow, 33.2

Verify LCM Shipment Receipt through Mobile in Pre Receiving Scenario flow, 33.1

Verify PO Receipt through Forms in LCM Black Box Scenario flow, 33.3

Verify Scheduling Dates for Sales Order by Assigning to Ship Sets flow, 36.3

Verify Split Configuration Concurrent Program for PTO Model Line, ATO Model Line and Kit flow, 36.4

W

Work In Progress PutAway flow, 43.2

Work Order Less Completion Transactions flow, 42.2

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