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Contents
List of Tables
Title and Copyright Information
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
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