Redwood: Add Project Details to Sales Orders

Use a redesigned page to add project details to your sales order, such as project, task, expenditure type, expenditure organization, expenditure item date, funding source, work type, contract number, or your own custom attributes. Automatically cascade project details from the order header to default values on the order line. Select more than one order line and update project details in a single action.

Realize these benefits:

• Make order entry more efficient. Reduce the time you need to enter project details on the order header and order lines. Update project details across more than one order line in a single action. Reduce manual work and data entry errors.
• Make your projects more visible. Save project details on each sales order so you can improve tracking, reporting, and downstream fulfillment.
• Allocate and control inventory more effectively. Fulfill sales orders that reference the same project from a single, designated inventory.
• Use a more flexible shipping strategy. Fulfill sales orders from project inventory or from common inventory according to business rules that you set up.
• Automate how you reserve inventory. Use order orchestration to automatically reserve quantity from project inventory, common inventory, or project and common inventory so you can optimize fulfillment and meet your project and supply strategies.

Try It

To start, create a sales order, set the business unit and customer on the order header, then click More Actions > Project Details:

Select project details for the order header:

Select the required attributes:

• Project. Select a project from Oracle Project Management, filtered according to the order's business unit and the warehouse's business unit.
• Task. Select a task, filtered to the project.
• Expenditure Item Date. Select a date, filtered to when the project is active.
• Expenditure Type. Select a type, filtered to the project and task.
• Expenditure Organization. Select an organization, filtered to the project and task.

Select optional attributes. If you want to use them, you must set up Oracle Grants Management so it supports your project:

• Contract Number
• Funding Source

As an option, click Apply to Lines and Order Management will cascade your selections to all order lines that are currently on the order.  If you add a new line or update these header attributes at some later time and want to cascade, then you must click Apply to Lines again.

You can also view, edit and set project details on each order line:

Select the lines that you want to edit, then click Edit. Next, edit or add the project details:

If you select:

• One line. Order Management displays the project details for that line. Make your changes, then click Apply to apply them to the line that you selected.
• More than one line. Order Management doesn't display any project details. Set your values, then click Apply to apply them to all the lines that you selected.

Enter and Update Project Details

The project details that you can set depend on the order's status:

Status	You Can
Draft	Add or update project details on the order header and order lines.
Submitted	Add or update project details only on the header.  You can't update project details on the lines. They're read only.
Update After Submit	If you update project details on the header and click Apply to Lines, then Order Management will apply them only to new lines that you haven't submitted. Add project details to revised orders only for new lines. You can't update project details on order lines that you submitted. They're read only.
Revise	You can add project details only to new lines, not to lines that you already submitted.

Steps to enable and configure

If you want to use the Redwood: Add Project Details to Sales feature, then you must opt in to its parent Project-Driven Supply Chain feature in the Manufacturing and Supply Chain Materials Management offering. If you already opted in to the parent, you don't have to opt in again.

You must also enable the ORA_RCS_ENABLE_PROJECTS_IN_SCM_PRC profile.

Key resources

Overview of Setting Up Projects in Order Management

Access requirements

No new privileges were added for this feature.