Simplify Integrations Between Order Management and Inventory for Transfers

Use a simplified integration to improve performance and resiliency between Oracle Order Management and Oracle Inventory Management for transfer orders that start in Inventory Management.

Use this feature to help Inventory Management and Order Management remain synchronized according to the order line's fulfillment status in Order Management.

Assume line 1 has a quantity of 5 for the Glorious Bouquet item on transfer order 456845 in Inventory Management. You interface transfer order 456845 to Order Management, Order Management creates sales order 12345 and adds line 1 to it with a quantity of 5 for the Glorious Bouquet item. Some time later, you cancel line 1 on the transfer order in Inventory Management but the line remains in the Awaiting Shipping status in Order Management so it's no longer synchronized with the line in Inventory Management. Inventory Management sends a request to Order Management to cancel the line. The line remains in a cancel pending status in Inventory Management until Order Management accepts the request.

Let's have a more detailed look to see how this works.

Create Transfer Order

Assume you have an approval rule that Order Management applies before it submits each sales order to fulfillment:

  1. A supply rule in Inventory Management creates a transfer order and sends a request to Order Management to create a sales order.
  2. Inventory Management sets the transfer order's status to Awaiting Interface to Order Management while it waits for a reply from Order Management.
  3. Order Management creates a sales order and applies the approval rule. Assume approval passes.
  4. Order Management submits the sales order to fulfillment. If the submit:
  • Succeeds. Inventory Management sets the transfer order's status to Interfaced to Order Management.
  • Fails. Inventory Management sets the transfer order's Interface Status attribute to Order Management Interface Error.

What If it Fails Approval?

If the order doesn't pass approval, then Order Management deletes the sales order and sends a reply to Inventory Management. Inventory Management puts the transfer order into an error status and displays a message: 

Order management didn't create a sales order because the Approval action didn't pass for transfer order 312432. Submit another request to create the sales order or cancel the transfer order in inventory management.

Order Management applies this same behavior for approvals or trade compliance, and for create, modify, or cancel flows.

Modify Transfer Order

Assume you change the quantity on the transfer order in Inventory Management from 5 to 10:

  1. Inventory Management sends a request to Order Management to change the quantity from 5 to 10.
  2. Order Management accepts the request. Inventory Management sets the transfer order's status to Change Submitted.
  3. Approval passes in Order Management. The transfer order remains in Change Submitted status until Order Management submits the sales order.
  4. Order Management successfully submits the change to order fulfillment. Inventory Management updates the transfer order's status.

Note

  • If Order Management doesn't accept the request, then Inventory Management reverses the quantity on the transfer order from 10 to 5.
  • If approval fails or the submit fails in Order Management, then Order Management sets the quantity back to 5 on the sales order and sends a failure reply to Inventory Management. Inventory Management sets the quantity on the transfer order back to 5 and displays a message.
  • If Order Management receives a change request from Inventory Management but Order Management is currently processing another change, then Order Management rejects the new change request. Inventory Management reverses the change on the transfer order and displays a message. For example, assume Order Management receives a request from Global Trade Management to screen for trade compliance and starts to process that request. If Order Management receives a change request from Inventory Management while it's still processing the request from Global Trade Management, then it rejects the request from Inventory Management.
  • If Order Management encounters an error during order fulfillment, then it might still accept some changes from Inventory Management. Assume a sales order in Order Management with a quantity of 10 goes into a reservation error because there isn't enough supply to meet demand. Some time later you change the quantity on the transfer order in Inventory Management from 10 to 7 and send the revision to Order Management, and Order Management accepts the new quantity. If Order Management can fulfill that quantity, then it reserves the line. If it can't fulfill the quantity, then it puts the line back into reservation error. 

Cancel Transfer Order

The cancel flow is similar to the create flow and the change flow, with a few differences:

  • If Order Management accepts the request to cancel, then Inventory Management sets the transfer order's status to Cancellation Requested.
  • The transfer order remains in the Cancellation Requested status until Order Management submits the sales order.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • Order Management might apply some logic before it submits the sales order to fulfillment depending on how you set up your implementation. For example, if you have set up an approval rule or screening for trade compliance. The example in this topic uses approvals. Order Management applies similar logic for trade compliance.
  • Assume Order Management creates a sales order for a transfer order and all order lines are in a single shipment set. If you need to cancel a line on the transfer order, and if one or more lines are in error, then you must cancel all lines in the set.

Key Resources