1. Implementing Order Management
  2. Manage Sales Orders and Purchase Orders

Manage Sales Orders and Purchase Orders

Use guidelines to help you manage sales orders and purchase orders in the drop ship flow that you use with Order Management.

Create Sales Orders

You can use different technologies to provide supplier details when you create the sales order, depending on your implementation requirements.

use different technologies to provide supplier details when you create the sales order, depending on your implementation requirements.

Note

  • Specify a value in the Supplier attribute to implicitly start the drop ship flow.

  • Manually set Supplier and Supplier Site attributes on the sales order, or create a sourcing rule that does it automatically.

Use REST API, file-based data import, or a web service to create the order.

Use REST API, file-based data import, or a web service.

Different technologies use different attribute names to represent the same data.

Technology

Description

Sales order in the Order Management work area

  • As an option, set the Order Type attribute to Drop Ship Orders on the order header.

  • Set the Supplier attribute and Supplier Site attribute on the Supply tab of the order line. If you don't specify a value for supplier site, then Oracle Procurement sets it according to rules in Procurement.

Sourcing rule in the Order Promising work area

Use the Manage Sourcing Rules page in the Order Promising work area. Set the attributes.

  • Supplier

  • Supplier Site

REST API

Use the salesOrdersforOrderHub REST resource. In the request payload, provide.

  • SupplierId

  • SupplierName (optional)

  • SupplierSiteId

  • SupplierSiteName (optional)

  • TransactionType or TransactionTypeCode

For example:

{
  "SourceTransactionNumber":"87956",
  "SourceTransactionSystem":"GPR",
  "SourceTransactionId":"87956",
  "BusinessUnitName":"Vision Operations",
  "BuyingPartyName":"Computer Service and Rentals",
  "BuyingPartyContactName":"Brian Smith",
  "TransactionType":"Standard Orders",
  "RequestedShipDate":"2019-10-19T20:49:12+00:00", 
  .
  .
  .
  "SupplierId" : 11176859,
  "SupplierName" : "Green Bytes Inc.",
  "SupplierSiteId" : 76846573869,
  "SupplierSiteName" : "Denver Distribution Center"
  "TransactionType" : "Dropship Orders"
  "TransactionTypeCode" : "STD_DS"

  .
  .
  .
}

For details and examples, go to REST API for Oracle Supply Chain Management Cloud, expand Order Management, then click Sales Orders for Order Hub.

File-Based Data Import

Use the SourceSalesOrderImportTemplate.xlsm file.

On the DOO_ORDER_HEADERS_ALL_INT worksheet, set the Transaction Type Code to STD_DS.

On the DOO_ORDER_ADDRESSES_INT worksheet.

  • Set the Address Use Type attribute to SUPPLIER.

  • Specify a value for at least one of these attributes.

    • Requested Supplier Code

    • Requested Supplier Number

    • Requested Supplier Name

  • Specify a value in the Requested Supplier Site Identifier attribute.

Web Service

  • Specify TransactionType or TransactionTypeCode on the order header in a web service payload.

  • Specify RequestedSupplierName and SupplierSiteCode on the order line.

  • Use the Create Order Operation of the OrderImportService web service.

For example:

<ns2:Order>
  .
  .
  .

  <ns2:TransactionType>Dropship Orders</ns2:TransactionType>
  .
  .
  .
  <ns2:Line>
    .
    .
    .
    <ns2:RequestedSupplierName>Green Bytes Inc.</ns2:RequestedSupplierName>
    <ns2:SupplierSiteCode>76846573869</ns2:SupplierSiteCode>
    .
    .
    .

Note

  • If you don't specify the supplier and supplier site in a sourcing rule, then you must include the Schedule Ship Date on the order line in the payload or FBDI template.

  • To verify the values that you must use for TransactionType or TransactionTypeCode, go to the Setup and Maintenance work area, select the Order Management offering, open the Manage Order Lookups task, then search for the ORA_DOO_ORDER_TYPES lookup type. Use a value from the:

    • Meaning column for the TransactionType attribute

    • Lookup Code column for the TransactionTypeCode attribute

Modify Purchase Orders

Here's what you can and can't do.

Modification

Description

Ship a pick-to-order item, or a line that's part of a kit or shipment set.
  • You can revise the promised ship date, promised delivery date, or shipment method for a line that has a pick-to-order item, or for an item that's part of shipment set or kit in a purchase order.
  • You can change the shipment date, delivery date, or shipment method only if the new value that you provide on the purchase order line is the same for all components that are part of the pick-to-order item, all items that are part of a kit, or all items that are part of a shipment set.
  • Don't revise the purchase order in Procurement even if you intend to cancel the purchase order schedule or split the schedule for the purchase order.
  • Don't use a shipment set to group sales order lines into a single purchase order. Procurement doesn't support shipment sets for this usage.

Modify purchase requisition

The buyer must not:

  • Modify or split a requisition line.

  • Modify a pick-to-order or assemble-to-order configured item.

  • Modify a kit.

Assign supplier

Don't assign a new supplier on the requisition, then split the schedule on the draft purchase order.

Change an on-hand flow to a drop ship flow

If you scheduled a sales order line so your warehouse fulfills it, and you want to change the order to a drop ship:

  1. Go to the Order Management work area.

  2. Use the Edit Fulfillment Line action to remove the value from the Warehouse attribute.

  3. Add a value to the Supplier attribute and Supplier Site attribute.

  4. Enter a value in the Scheduled Arrival Date attribute.

Removing a value from the warehouse and adding a value to the supplier and supplier site creates a drop ship flow. The flow needs the date so it can create the requisition.

Cancel an order line

If the order line is in Requisition Created status, then you can cancel it in the Order Management work area, but you can't make any other changes.

If Order Management sends a purchase request to Procurement, and if Procurement creates a purchase requisition for the request but hasn't created a purchase order for it, then you can only cancel the order line, and you can cancel the line only if it isn't part of a configured item or shipment set.

Remove a hold

If Order Management applies a hold on a sales order, then Procurement also applies a hold on the corresponding purchase order. However, a buyer can use the Purchase Orders work area to remove the hold.

Specify the behavior to calculate dates that involve a purchase order

You can modify the Use Global Order Promising to Recalculate Dates in Order Management order profile. For details, see Use Order Profiles to Control Order Management Behavior.

Modify other attributes

The buyer can change values in attributes that don't affect the drop ship flow.

Here's what you can and can't do regarding combining and splitting.

Modification

Description

Ship part of a fulfillment line or part of a sales order

If you drop ship:

  • Part of an order line, then you can only cancel the quantity you haven't shipped. You can't cancel the quantity you already shipped.

  • Part of a sales order, then you can cancel only the fulfillment lines you haven't shipped.

  • And you must cancel the shipment, then you must start the cancel from the upstream system, such as your order capture system or Order Management. Don't start the cancel from Procurement.

  • Part of an order line or part of a sales order, then you can change the value for some attributes on the purchase order, such as buyer or list price.

    Order Management updates the value for the buyer on the sales order only on order lines that it hasn't shipped.

    Order Management doesn't update the list price for the purchase order on the sales order because it doesn't map this attribute with Procurement. Order Management does update the change sequence number for all order lines in the sales order whether they have shipped or not shipped.

    Assume the sales order includes five order lines. Order Management ships three of them and sets their status to Awaiting Billing. Order Management hasn't shipped the other two and their status remains at Awaiting Shipping. If the value of the Buyer attribute changes on the purchase order, then Order Management updates only the two lines on the sales order that are Awaiting Shipping, and it updates the change sequence number on all five order lines.

  • Don't revise the purchase order in Procurement.

You can't make any other revisions on the purchase order in Procurement.

Split the schedule

The buyer can split the schedule, but don't split the schedule and also change the quantity or supplier at the same time.

Combine sales orders into one purchase order

If the flow creates one purchase order for requisition lines that reference more than one sales order, and if you revise these sales orders, then the flow places a hold on one of the sales orders and revises the purchase order. It doesn't revise the other sales orders and they fail.

To fix this problem, go to the Order Management work area, delete the sales order revisions that failed, wait for Order Management to finish processing the sales order it placed on hold, then revise the other sales orders.

You can only combine sales orders for the same customer or for the same supplier site. You can't consolidate sales orders across customers or across supplier sites.

Combine sales order lines into purchase orders

Manually combine sales order lines into one or more purchase orders. You can create one purchase order for each order line, resulting in several purchase orders for one sales order.

Here's what you can and can't do regarding quantity.

Modification

Description

Modify the quantity

If you split the purchase order schedule across more than one delivery date, then make sure the total quantity across your split schedules equals the ordered quantity on the fulfillment line.

If shipping has received the ASN, then you can't modify the quantity.

Set the quantity for advance shipment notice

Make sure you use a single order line to specify the quantity for an advance shipment notice. Don't split the quantity across more than one line.

Modify the receipt quantity

The drop ship flow creates a receipt when it receives an invoice from accounts payable or an advance shipment notice. The flow then moves to the next orchestration process step in Order Management. Order Management won't display a subsequent change you make to the receipt quantity.

Create Purchase Orders

You must group all lines that are part of a configured item, kit, or shipment set into a single purchase order. You can't spread them across different purchase orders.

Assume your sales orders contains the PTO54222 phone, the phone is a pick-to-order item, and it has this hierarchy.

PTO54222 Phone
  Case Option Item
  Charger Included Item
  USB Cable Included Item

You must include the case, charger, and cable in the same purchase order.

For another example, assume your sales order has these order lines.

Order Line Item Shipment Set
1 AS54888, Standard Desktop Computer S1
2 AS9000, Standard Laptop Computer S1
3 PTO54222, Phone S1

All of these lines are in the same shipment set, so you must include the AS54888, AS9000, and the PTO54222 in the same purchase order.

For details about how to create a purchase order, see Create Purchase Order.

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