What's New in Implementing Order Management

Get a summary about content that's new or significantly revised in each update of Implementing Order Management.

To get details about:

New features in each update, see Order Management in Oracle Cloud Release Readiness.
Known issues for each update, see Oracle Supply Chain Management Cloud Functional Known Issues and Maintenance Packs (Doc ID 1563075.1).

Update 24A

Topic	Description
Manage Processing Constraints for Drop Ship	New. Get the latest about how Order Management uses processing constraints to help keep your drop ship flows running smoothly.
Create Integrated Coverage Lines in Order Management	New. Create an order line that contains a coverage in Order Management, then integrate the line with Subscription Management.
Create Coverages for Assets	New. Create an order line that contains a coverage that covers an asset in Order Management, then integrate the line with Subscription Management.
Renew Coverages and Subscriptions in Order Management	New. Use Order Management to renew your coverages and subscriptions.
Manage Order Management Parameters	Revised. See the Days to Retry Recovery for Business Events parameter.
Set Up Drop Ship in Order Management	Revised. See the revised Manage Suppliers and Supplier Sites subtopic.
Guidelines for Using Extensions to Get Data from Oracle Applications	Revised. See the Filter Your PVOs and the Specify the Path subtopics.
Entities and Attributes That You Can Use When You Integrate Order Management with Other Oracle Applications	Revised. See the new Attributes You Must Not Use subtopic.
Attributes That You Can Use With Order Management Extensions	Revised. Reflects the latest update.
Import and Fulfill Large Volumes of Sales Orders	Revised. If it takes more than 5 minutes to import a large sales order through REST API, then you might encounter a timeout error, but the import will continue to run in the background. Removed the Enable the Features subtopic because the features now come predefined as enabled.
Guidelines for Setting Up Configuration Models	Revised. Your hierarchy can include parents and children, but there are limits about what you can include in ATO items, PTO items, and kits.
Guidelines for Pausing Orchestration Processes	Revised. See the new Assign the Result subtopic.
Display Ship-to Addresses On Sales Orders	Revised. See the new Set Default Value for Ship-to Site subtopic.
Overview of Using Extensible Flexfields in Order Management	Revised. See the revised Entities That You Can Use With Extensible Flexfields subtopic.
Keep Your Order Number When You Import	Revised. Has some new examples to help you decide whether to keep your the number from your source system.
Track Items as Assets in Order Management	Revised. If you use a serial, and if you set the Enable Asset Tracking attribute to Customer Asset, then Oracle Asset Management automatically creates an asset.
Use Order Profiles to Control Order Management Behavior	Revised. Get new details about the Truncate Attribute Values for Accounts Receivable profile.

Update 23D

Topic	Description
Use REST API to Update and Split Fulfillment Lines	New. Use the Sales Orders for Order Hub REST API to update or split fulfillment lines across sales orders without having to revise them.
Troubleshoot Problems with Configure-to-Order	Revised. If the same option item occurs more than one time in your model's hierarchy, then you must explicitly define each node.
Guidelines for Using Web Services to Integrate Order Management	Revised. If you use Oracle Application Development Framework (ADF), then you must include the entire order line in your payload even if you don't modify any part of the line. However, if you use REST API or FBDI with REST API, then you can exclude that entire line from the payload.
Attributes That You Can Use with Web Services	Revised. Has new details about how to use the SubmitFlag attribute.
Use Order Management Extensions to Apply Holds	Revised. Before update 23D, you could apply a hold only on the order line. You can now apply a hold on an order header too.
Aggregate Requests That Order Management Sends to Your Fulfillment System	Revised. Use this topic only if you implemented Order Management on Update 23C or earlier.
Guidelines for Integrating Order Management with Transportation Management Integrate Order Management with Transportation Management	Revised. Changed DOO_TP_REQ_ACCEPT to DOO_TP_REQ_ACCEPTED. Also, use DOO_TP_REQ_ACCEPTED to mark the task as done.
Set Up Features, Manage Change, and More for Drop Ship	Revised. See the revised Aggregate Fulfillment Lines subtopic.
Use Order Profiles to Control Order Management Behavior	Revised. See the Aggregate According to Number of Order Lines That Changed parameter.
Guidelines for Setting Up Units of Measure	Revised. See the new Create an Interclass Conversion subtopic.
Use REST API to Apply and Release Holds	Revised. Has new details about setting up the profile option.
Set Up Sales Agreements in Order Management	Revised. If you create more than one contract line for the same item, then make sure you use a different UOM on each line.
Manage Order Management Parameters	Revised. We increased the default value of the Number of Processes for Order Import parameter from 1 to 4. This will help to make your import more efficient. If you set the Use Price on Imported Orders That Oracle Fusion Already Priced parameter to Yes, then make sure your import payload includes the charge details.
Overview of Integrating Order Management with Subscription Management Integrate Order Management with Subscription Management	Revised. You no longer have to import a subscription. You can now also add one directly in the Order Management work area.
Use Web Services to Import Orders	Revised. You can't use the Order Import web service to update the quantity on a split fulfillment line, but you can use REST API to do this.
Privileges That You Need to Implement Order Management	Revised. See the new Identify the Privileges That You Need subtopic.
Troubleshoot Problems in Downstream Fulfillment	Revised. See the new Deactivating Customer Data After You Submit a Sales Order subtopic.
Freeze Price on Sales Orders	Revised. See the new Attributes That You Must Include When You Freeze Price subtopic.

Update 23C

Topic	Description
Import and Fulfill Large Volumes of Sales Orders	New. Improve the performance of your order-to-cash flow when you need to fulfill a large number of sales orders.
Integrate Recurring Billing Between Order Management and Accounts Receivable	New. Integrate recurring billing between Oracle Order Management and Oracle Accounts Receivable.
Use Compensation Patterns to Manage Purchase Orders	New. Add a compensation pattern to manage purchase orders when you don't use Oracle Global Order Promising.
Use REST API to Apply and Release Holds	New. Use the applyHold action and the releaseHold action on the Sales Orders for Order Hub REST API to apply and release holds on sales orders and fulfillment lines.
Troubleshoot Extensible Flexfields in Order Management	New. Use this topic to help you troubleshoot problems with your extensible flexfields.
Use Order Profiles to Control Order Management Behavior	Revised. See the new Number of Orchestration Processes to Start Concurrently for Large Sales Orders profile option.
Extend Order Lines	Revised. Specify the product ID instead of the product number when you create an order line.
Import Orders Into Order Management	Revised. See the new Include the Batch Name subtopic.
Use Proven Coding Techniques	Revised. Don't use an order management extension and a product transformation rule to add order lines to the same sales order.
Manage Lookups in Order Management	Revised. You can specify lookup values in your REST API payload.
Manage Order Attributes That Identify Change	Revised. You no longer need to restart the server when you modify an order attribute that identifies change.
Guidelines for Setting Up Holds on Sales Orders	Revised. Get new details about how to use holds with REST API, drop shipments, purchase orders, and other behavior.
Overview of Sending Notifications from Order Management to Other Systems	Revised. See the What Happens If I Need More Than One Event? subtopic.
Use Rate Plans with Your Subscriptions	Revised. Get important new details about implementing rate plans.

Update 23B

Topic	Description
Overview of Integrating Order Management with Subscription Management	New. Integrate Order Management with Subscription Management so you can fulfill coverages and subscriptions.
Temporarily Reserve Supply with Order Management	New. Temporarily reserve supply while shopping or quoting.
Import Rollup Charges for Configured Items	New. Specify whether you want Oracle Pricing to calculate the rolled up price when you import an assemble-to-order or pick-to-order item
Recognize Revenue on Different Dates	Revised. Make sure the custom fulfillment task that you use as the fulfillment completion step isn't a pause task because the pause task doesn't update the fulfillment date on the fulfillment line.
Use FBDI and REST API to Import a Bunch of Sales Orders	Revised. See the new Guidelines subtopic.
Use the Import Sales Order Template	Revised. See the new Cancel Order Lines subtopic.
Fix Errors in All Sales Orders	Revised. Get some updated information about how often to run the scheduled process, and how to set the scope, task type, and order orchestration function.
Use Order Profiles to Control Order Management Behavior	Revised. Get new details about how to set Total Number of Order Lines in Each Hour and Percent of Order Lines in Error in Each Hour.
Manage Sales Orders and Purchase Orders	Revised. See the new Create Purchase Orders subtopic.
Reduce Inventory Without Picking or Shipping	Revised. See the new Process Inventory Transaction Lines as Group subtopic.
Use Extensible Flexfields In Approval Rules	Revised. Revised some of the steps that involve using the Start Synchronization button.
Guidelines for Setting Up Orchestration Processes	Revised. See the new Use the DOO_ScheduleShipInvoice Orchestration Process subtopic.
Manage Processing Constraints	Revised. Get details about how to set the Invert Validation Rule Set attribute and the Group Number attribute.
Convert Shipment Costs to Freight Charges	Revised. Has new details about how to map attributes in your payload.
Guidelines for Processing Return Orders	Revised. Added another example to the Specify the originalOrderReference Entity subtopic.
Overview of Transformation Rules	Revised. Order Management doesn't run transformation rules or posttransformation rules with returns.
Manage Order Management Parameters	Revised. See the revised content for the Compare Change Order to Fulfillment Values parameter.
Create Your Own Task Type	Revised. Include your charges.
Set Up Approval Rules for Sales Orders	Revised. See the new Attributes That You Can Use with Approval Rules subtopic.
Various	Revised. Don't use the Earliest Acceptable Arrival Date attribute. Order Management doesn't support it.
Guidelines for Importing Pricing Data	Topic deleted. This content is now in Use REST API to Manage Pricing Details.

Update 23A

Topic	Description
Recognize Revenue on Different Dates	New. Order Management comes predefined to send the shipment date to Revenue Management. You can send a different date.
Constrain Updates According to Inventory Management's Status	New. Use a predefined validation rule set to constrain the updates that you can make on a fulfillment line according to the shipment line's status in Inventory Management.
Update Attributes on Split Order Lines for Partial Shipments	New. Update attributes on a split order line for a partial shipment.
Manage Your Watchlists	New. To improve performance, you can control the options that your users can select for the watchlist.
Manage Connector Details Between Order Management and Your Fulfillment System Send Notifications from Order Management to Other Systems	Revised. Clarified the WSDLs that you use.
Import Different Kinds of Data	Revised. See the new Display Line Numbers section.
Orchestration Process Status	Revised. You can't modify the status for a predefined shipment task or invoice task in some conditions.
Manage Connector Details Between Order Management and Your Fulfillment System	Revised. See the revised Create More Than One Connector for Each Target section.
Attributes That You Can Use with Web Services	Revised. There are some new attributes that you can use: OverrideScheduleDateFlag, CreditChkAuthNumber, and CreditChkAuthExpDate.
Overview of Integrating Order Management with Accounts Receivable	Revised. New description and shipping example about how you can integrate Order Management with Accounts Receivable to calculate various charges, such as tax.
Use the Import Sales Order Template	Revised. If you import more than one sales order, then Order Management creates them in a sequence according to the Source Transaction Identifier attribute and the Source Transaction System attribute.
Guidelines for Setting Up Credit Check	Revised. You can't set up an orchestration process that skips credit check according to the type of sales order.
Update or Close Fulfillment Lines That Remain Open	Revised. Make sure all instances of the Update or Close Sales Orders scheduled process are currently in the Succeeded status or the Error status. If you find a process that isn't in one of these statuses, such as Retrying, then you must wait for that instance to finish before you start a new instance. If you encounter a problem, try running the process without a value in the Interval Hours parameter.
Guidelines for Setting Up Extensible Flexfields in Order Management	Revised. Don't enable the Translatable option.
More Set Up Details for Extensible Flexfields	Revised. New details about how to mask data.
Overview of Setting Up Sales Agreements in Order Management	Revised. You can't use a parent customer's agreement with a child customer.
Modify How Order Management Displays Attributes	Revised. Modify an attribute's width.
Integrate Your Own Order Line Attributes between Order Management and Oracle Receivables	Revised. We added another example.
Troubleshoot Order Management	Revised. If you don't want to require the primary salesperson, then you can disable an option.
Troubleshoot Problems With Order Import	Revised. See how to get a specific version of a sales order Get details about how to import the OriginalSourceOrderNumber attribute.
Specify the Orchestration Process When You Import	Revised. You must use only an assignment rule to assign the orchestration process for all order lines, or assign each line in your import payload when you import.
Overview of Importing Orders Into Order Management	Revised. Has a new Compare the Import Technologies section.
Use Order Management Extensions to Apply Holds	Revised. All new content.
Entities That You Can Use With Order Management Extensions	Revised. Removed the ShippableFlag attribute.
Guidelines for Setting Up Orchestration Processes	Revised. Don't modify a predefined orchestration process. Instead, create a copy of it, then modify the copy to meet your needs.
Guidelines for Setting Up Extensible Flexfields in Order Management	Revised. Get details about the number of attributes, segments, and contexts that you can add.
Use Business Rules When You Can't Use Extensions	Revised. If you don't want to use a business rule or an extension to set the scheduled ship date, you can use a patch action on the salesOrdersForOrderHub REST API. For details and examples, go to REST API for Oracle Supply Chain Management Cloud, expand Order Management, then click Sales Orders for Order Hub.
Guidelines for Processing Return Orders	Revised. Learn about when you need to include the originalOrderReference entity.
Processing Constraints	Revised. See the new How Order Management Displays Your Constraint's Message subtopic.
Extend Credit Check	Revised. See the new Manage the Authorization Expiration Date subtopic.
Parallel Processing in Orchestration Processes Orchestration Subprocesses	Removed. You can no longer run orchestration processes in parallel or use subprocesses.
Manage Assignment Rules for Orchestration Processes	Removed. Use Assign Orchestration Processes instead.

Update 22D

Topic	Description
Extend Order Lines	New. Click the link to see how.
Guidelines for Setting Up Holds on Sales Orders	Revised. If you apply a hold on the order header, then Order Management will also apply the hold on all order lines in that order, including lines that are open, closed, or cancelled.
Convert Your Currency	Revised. If you don't set a value, then Order Management uses US Dollar, by default.
Manage Order Management Parameters	Revised. Use the Specify Default Values for Tax Determinants parameter to specify when to apply default values on attributes that affect tax.
Add Promotional Items That Reward Your Customers	Revised. Get new details about how to use business rules and extensions.
Guidelines for Processing Return Orders	Revised. See the new Assign Your Orchestration Process subtopic.
Guidelines for Setting Up Extensible Flexfields in Order Management	Revised. If you begin the name of your context or segment with a number, then Order Management automatically prefaces the name with an underscore ( _ ) at run time.
Attributes That You Can Use When You Integrate Order Management with Accounts Receivable	Revised. New use cases and revised attributes.
Guidelines for Pausing Orchestration Processes	Revised. Get new troubleshooting tips.
Manage Order Management Parameters	Revised. See the Specify Default Values for Tax Determinants section.
Use the Import Sales Order Template	Revised. If the value that you import for any attribute starts with a space character and you want to keep the space, then you must enclose the value with double quotation marks (" ").
More Guidelines for Setting Up Approval	Revised. Use the Information Only action to keep someone who needs to know about the approval informed but doesn't actually approve.
Create Your Own Task Type	Revised. You must use a web service to send a response to your fulfillment system. The payload that you use is different depending on the service that you use.
Guidelines for Managing Shipment Sets	Revised. Learn how to assign an orchestration process for a shipment set.

Update 22C

Topic	Description
Use Order Management Extensions to Apply Holds	New. Use the new applyHold method with the On Save or the On Start of Submission event to create a hold.
Use Extensible Flexfields In Approval Rules	New. Use an extensible flexfield as part of the condition in an approval rule.
Specify the Orchestration Process When You Import	New. Specify the orchestration process when you import through file-based data import (FBDI) or REST API instead of having to use a rule to assign the process.
Fix Errors in All Sales Orders	Revised. There are some new parameters on the scheduled process. Check it out!
Troubleshoot Order Management	Revised. Troubleshoot a problem that takes a long time to open or query on the Overview page in the Order Management work area.
Manage Order Management Parameters	Revised. In some cases, If you don't use jeopardy, then set Enable Orchestration Process Planning and Calculate Jeopardy to No.
Update or Close Fulfillment Lines That Remain Open	Revised. Make sure you have the correct credentials.
Manage Order Management Parameters	Revised. Get new details about how to set the Number of Processes for Order Import parameter.
Use Order Profiles to Control Order Management Behavior	Revised. Get details about the new Fulfillment Task Retries profile option.
Actions That You Can Set When Routing Requests to Fulfillment Systems	Revised. Get the latest details about these actions.
Freeze Price on Sales Orders	Revised. Don't modify freeze attributes after you import.
Import Different Kinds of Data	Revised. Make sure you prefix the line numbers in your source orders.
Guidelines for Setting Up Extensible Flexfields in Order Management	Revised. Learn how to search for extensible flexfields in the Order Management work area.
Use Order Profiles to Control Order Management Behavior	Revised. Use the new Populate Split Lines with Values from Original Line profile.

Update 22B

Topic	Description
Keep the Dates on Your Sales Orders and Purchase Orders Synchronized	New. Keep the dates on your sales orders in Order Management synchronized with the dates on your purchase orders in Procurement.
Use Order Management Extensions to Get Values from Extensible Flexfields	New. Use the getOrCreateContextRow method to add new data or update data through a flexfield. Use getContextRow to get data that you already added.
Use FBDI and REST API to Import a Bunch of Sales Orders Use Web Services to Import a Bunch of Sales Orders Use Order Management Extensions to Import a Bunch of Sales Orders	New. Read these topics to learn how you can import a large volume of sales orders.
Use Different Line Types	New. Order Management comes predefined to send the ORA_BUY line type to Pricing Administration. If you use any other line type in your price list, then you must specify it on your service mapping.
Don't Refund Lines That You Return to Your Customer	New. Create a rule that doesn't refund your customer when you return the item to your customer.
Guidelines for Setting Up Orchestration Process Steps	Revised. Get details about the manual task.
Customer Items in Order Management	Revised. Get details about the validation that Order Management does.
Troubleshoot Problems in Downstream Fulfillment	Revised. Use an order management extension to update sales credits.
Entities That You Can Use With Order Management Extensions	Revised. Get details about the attributes that you can use with dual units of measure. Go to this topic, then search for the word Secondary to find them.
Use Reports and Analytics with Order Management	Revised. Learn how to add the primary salesperson to a report.
Set Up Business Units for Selling Profit Centers	Revised. Get details about how to import an assessable value.
Troubleshoot Problems With Order Import	Revised. Use REST API to import a cancel on an order line.
Actions That You Can Set When Routing Requests to Fulfillment Systems	Revised. Get details about changes to the Override Compensation Pattern, Override Operation, Set Acknowledgement Timeout, and Set Maximum Time to Wait Before Allowing Cancel actions.
Set Up Customer Items for Order Management	Revised. You must set up search for your customer item.

Update 22A

Topic	Description
Calculate Credit for Referenced Returns	New. Specify whether to calculate credit according to the secondary quantity that you actually receive or to the quantity that your customer requests when they place a return order.
Integrate Order Management with Accounts Receivable When You Use Financial Orchestration	New. If you use Financial Orchestration, then you can use this topic to set up your integration.
Display Ship-to Addresses On Sales Orders	Revised. Get new details about how to use a web service to set ship-to addresses.
Set Up Customer Items for Order Management	Revised. If you update the Trading Partner Item attribute in Product Information Management, then Order Management will update the Customer Item attribute on the sales order.
Manage Order Management Parameters	Revised. Use the new Response Time in Seconds for Copy Action Improve parameter to improve your user experience. Specify the number of seconds to wait before allowing the user to navigate away from the order while Order Management creates a copy of it.
Update or Close Fulfillment Lines That Remain Open	Revised. Get details about parameter names that have changed and combinations of parameters that you can use.
Use Order Profiles to Control Order Management Behavior	Revised. Use the new Map Sales Credit from Parent to Child profile to map the sales credit on the parent configured item to the sales credit on all child configure options.
Collect Source System Data	Revised. You must set the Planning Method attribute to MPR Planning or MPS Planning.
Set Default Values for Shipping Methods	Revised. Consider how Promising uses the request type.
Set Up Item Substitution in Order Management	Revised. See the revised guidelines section.
Overview of Importing Orders Into Order Management	Revised. Get access to a new example template that you can use to import a return order.
Import Addresses into Order Management	Revised. There are two new values that you can use for the Address Use Type attribute.
Pause for Shipping	Revised. See the new Send Nonshippable Lines to Invoicing Without Waiting for Shipping to Ship Shippable Lines subtopic.
Use a Service Mapping to Integrate Order Management with Procurement	Revised. You must include the _Custom suffix to any entity that you add. Adding the Price, NegotiatedByPreparerFlag, and NoteToBuyer attributes is optional, they aren't required.
Import and Update Source Orders That Include Coverages and Subscriptions	Revised. If Order Management already split a line, then you can't use Oracle Application Development Framework (ADF) to add a coverage or subscription to the line.
Modify How Order Management Displays Attributes	Revised. Use line numbers to filter large sales orders.
Select Fulfillment Lines for Orchestration Process Steps	Revised. Don't attempt to ship a purchasable item.
Use Decision Tables and Bucket Sets in Business Rules	Revised. You must leave the View Object Name and Where Clause parameters empty, and you must set Refresh Collected Data to Yes when you run the Generate Bucket Sets scheduled process.
Guidelines for Setting Up Extensible Flexfields in Order Management	Revised. You can update an extensible flexfield on a closed sales order only in the Order Management work area. You can't through import or integration.
Guidelines for Setting Up Trade Compliance	Revised. The ORA_DOO_TRADE_COMPLIANCE_TYPE lookup and its codes come predefined. You can't modify it, and you can't create your own codes.
Troubleshoot Problems with Configure-to-Order	Revised. Fix problems that happen when you import a manual price adjustment for a configured item.
Set Up Item Substitution in Order Management	Revised. See the new guidelines.
Use Proven Coding Techniques	Revised. Make sure you finish processing the reply from the first call before you make the second call.
Guidelines for Setting Up Orchestration Process Steps	Revised. If you delete a step, and if the step references a status value from the orchestration process or the fulfillment line, then you must delete the status value before you delete the step.
Keep Your Order Number When You Import	Revised. You can't apply the Retain Sales Order Number profile option at the user level.

Update 21D

Topic	Description
Dual Units of Measure	New section. See how you can use the dual units of measure feature in your Order Management implementation to order, price, manufacture, receive, pick, pack, and ship an item in the primary UOM but price it in the secondary UOM.
Inventory	New section. Reduce the amount of on-hand quantity in your warehouse to fulfill sales orders that you submit in Order Management.
Migrate Orchestration Processes in Order Management	New topic, Migrate your orchestration processes from one environment to another, such as from your test environment to your production environment.
See How Long it Takes for Your Extension to Finish	New topic. Your order management extension might result in taking a long time to save or submit a sales order. Use this code to measure how much time its taking to finish running.
Manage Order Management Parameters	Revised topic. Use the Return Control to Users After Requests to Save Sales Orders parameter and improve your user experience.
Import Different Kinds of Data	Revised topic. Get details about how to import a configuration model.
Guidelines for Importing Pricing Data	Revised topic. Get details about how to import rate plans.
Create One Invoice for Sales Orders with Items That Can and Can't Ship	Revised topic. Wait until Order Management finishes shipping the shippable item, then run the Import AutoInvoice scheduled process.
Job Roles and Duty Roles That You Use to Implement Order Management	Revised topic. Limit access in Oracle Transactional Business Intelligence to the Order Management, Fulfillment Lines Real Time subject area.

Update 21C

Topic	Description
Customer Items in Order Management Set Up Customer Items for Order Management	New. Get the latest details about how to set up customer items.
Recover an Advance Shipment Notice	Revised. Get the latest details.
Use Decision Tables and Bucket Sets in Business Rules	Revised. Get new details about how to run the Generate Bucket Sets scheduled process.
Guidelines for Using Extensions to Get Data from Oracle Applications	Revised. Get new details about how to find the public view objects that you need.
Overview of Importing Orders into Order Management	Revised. The import technologies use slightly different names and values for some attributes.
Import Different Kinds of Data	Revised. Get details about importing inventory data.

Update 21B

This help content is new or revised for the release.

Topic	Description
Use Credit Card Tokens to Improve Security	New. Use tokens to improve security for the credit cards that you use with Order Management.
Use Integration Algorithms to Implement Complex Logic	New. Use an integration algorithm when you must implement logic that you can't do through only a service mapping.
Import and Export Processing Constraints	New. Import and export processing constraints between environments, such as between your test environment and your production environment.
Integrate a Predefined Attribute Between Order Management and Accounts Receivable	New. Use a service mapping to map the Contract Start Date from the fulfillment line of a sales order, to the Start Date on the invoice line of an invoice in Accounts Receivable.
Integrate Your Own Header Attribute Between Order Management and Oracle Receivables	New. Use an extensible flexfield on the order header in Order Management to capture a value, then send that value to Oracle Receivables so Receivables can display it on an invoice.
Integrate Your Own Order Line Attributes between Order Management and Oracle Receivables	New. Use extensible flexfields and descriptive flexfields to integrate attributes on an order line in Order Management and send their values to Oracle Receivables.
Guidelines for Importing Pricing Data	New. Use guidelines to help you import pricing data.
Item Validation Organization	Revised. Get details about how to set the Item Validation Organization parameter.
Manage Order Management Parameters	Revised. Specify the number of seconds to wait before giving control back to the user for sales orders that have a large number of order lines.
Use Order Profiles to Control Order Management Behavior	Revised. Use the Hours to Wait Before Allowing Date Changes on Fulfillment Lines profile to specify the number of hours to wait.
Overview of Importing Orders into Order Management	Revised. We recommend that you use file-based data import (FBDI) instead of web services or REST API to import a large number of source orders.
Use SQL to Query Order Management Data	Revised. Find out which reservations have finished.
Use Order Profiles to Control Order Management Behavior	Revised. Get details about the Send Fulfillment Details for Drop Shipments to Accounts Receivable order profile.
Set Up Features, Manage Change, and Do Other Setups	Revised. Get details about the Cancel Fulfillment Line That Drop Ships processing constraint. Consider how Global Order Promising uses time zones when it schedules a drop shipment.
Apply Logic in Business Rules	Revised. The priority determines the sequence that Order Management uses when it applies the rule.
Overview of Assigning Orchestration Processes	Revised. If you create your own rule, then consider the predefined rules when you set priority. Don't create an assignment rule that assigns a fulfillment line to an orchestration process when you revise a sales order.
Indicate an Ownership Change During Drop Ship	Revised. Learn how to recover an advance shipment notice.
Troubleshoot Problems With Order Import	Revised. Order Management automatically creates the line number to make sure each line number is unique in the sales order. You can't modify this value. Order import reports only one error at a time.
Track Items as Assets in Order Management	Revised. If you sell covered items and coverage items, and if you have a step that calls the DOO_Subscription task, then you must call the DOO_AssetManagement task before you call the DOO_Subscription task.
Import Different Kinds of Data	Revised. Import a source order and immediately close it.
Overview of Using Flexfields to Integrate Order Management with Other Oracle Applications	Revised. If your flexfield is on a fulfillment line, then use only one context for each entity.
Resume Paused Orchestration Processes	Revised. Examine some example payloads that release a pause task.
Troubleshoot Problems in Downstream Fulfillment	Revised. Fix a problem when the price on the order line is different than the price on the invoice.
Create a Return Reason	Revised. You can't disable or change the End Date on predefined lookup codes that have an ORA_ prefix,
Manage Connector Details Between Order Management and Your Fulfillment System	Revised. If you create more than one connector for the same target system, then you must use the same user name and password on each of those connectors.
Integrate Order Management with Global Trade Management	Revised. Use the DOO_MANAGE_ORCHESTRATION_ORDER_TRADE_COMPLIANCE_INTERFACE_WEB_SERVICE privilege when you set up the integration.
Fix an Order Status That Doesn't Update to Shipped	Revised. What does Partially Closed mean, and how do I fix that?
Troubleshoot Problems with Web Services	Revised. Fix a performance problem when you use OrderFulfillmentResponseService with Integration Cloud Service.
Don't Use Order Promising to Schedule Fulfillment	Revised. Includes new details about the attributes you must set on the order line.

Update 21A

Topic	Description
Credit Cards	New section. Integrate Order Management with Oracle Payments so your users can select an existing credit card or add a new one to a sales order.
Example of Integrating Order Management with Other Oracle Applications	New. Use a demonstration to learn how to integrate Order Management with another Oracle Application.
Remove Infolets in the Order Management Work Area	New. Remove an infolet that displays on the Overview page of the Order Management work area.
Get and Display Approval Details for Sales Orders	New. Get approval details and use them for your specific needs, such as in an audit report.
Resolve Problems with the Warehouse Attribute on Sales Orders	New. Resolve a problem where the Warehouse attribute on the order line is empty or doesn't contain the warehouse that you need to pick.
Get Things Moving Again in Accounts Receivable	New. Manually run a scheduled process to resolve a sales order that's stuck in a particular status.
Transfer Inventory Between Business Units to Fulfill Sales Orders	New. Transfer inventory between business units when there isn't enough inventory to fulfill a sales order for one of them.
Set Up Currency Conversion	New. Set up Order Management so it converts currency when you sell into markets that use different currencies.
Guidelines for Processing Return Orders	Revised. Don't assign outbound lines to an orchestration process that processes returns.
More Code Examples for Order Management Extensions	Revised. If your billing application already authorized payment, then run an extension to prevent the user from editing payment attributes.
Use Order Profiles to Control Order Management Behavior	Revised. Use the Fulfillment Flows for Recalculating Dates profile to specify how to recalculate dates that change during fulfillment. Use the aggregator profiles together. If you don't enable Aggregate According to Number of Order Lines That Changed, then Order Management ignores Aggregator Hold Timeout Period in Minutes. Use the Respond Immediately on Start of Submission Request profile to specify when the Sales Order for Order Hub REST API sends a response to each request that it receives. Use the Global Order Promising to Recalculate Dates in Order Management profile to manage shipment dates.
Import and Update Source Orders That Include Coverages or Subscriptions	Revised. If you import a billing plan, then make sure the PeriodicityCode attribute doesn't contain ONE TIME under the BillingPlans entity for the order line in your import payload.
Manage Order Management Parameters	Revised. Specify values for new parameters: Use Price on Imported Orders That Oracle Already Priced, and Use Pricing Algorithms to Calculate Totals for Sales Order.
Import Orders into Order Management	Revised. Use the Order Interface Status parameter to specify whether to process source orders that failed during a previous import.
Troubleshoot Problems With Order Import	Revised. Fix a sales order that's stuck in shipped status.
Import Different Kinds of Data	Revised. If you import a draft sales order, then do another import that changes the draft, then Order Management assigns a new order number to the draft. You must use the new order number in any subsequent updates or processing.
Transformation Rules	Revised. Order Management runs transformation rules differently depending on where you manage your sales orders.
Fulfillment Tasks	Revised. Don't use the DOO_Subscription task type.
Retain Sales Order Number During Import	Revised. Get details about how to make sure the order number in Order Management and the order number in Accounts Receivable are the same.
Indicate an Ownership Change During Drop Ship	Revised. Use the Manage Receiving Transactions scheduled process to receive and deliver a drop shipment in Oracle Receiving.
Troubleshoot Order Management	Revised. If you adjust price on a referenced return line for an outbound line that has recurring billing, and if the unit price on the return line is different from the unit price on the original line, then you must set the CancelReasonCode attribute to ORA_PRICE_CHANGE
Troubleshoot Problems with Web Services	Revised. Fix a problem when you have gaps in your order line numbers.
Troubleshoot Tax Set Up	Revised. Use the Assessable Value attribute to calculate tax for an order line that has a value of zero in the Amount attribute.
Example Web Service Payloads That Integrate Order Management	Revised. You can't include the Attachment entity in a stage order payload.
Specify Transaction Types When Integrating Order Management with Oracle Receivables	Revised. Get details about how to set the transaction type before you transform.
Guidelines for Integrating Order Management with Transportation Management	Revised. Make sure the user has the privilege you need.
Freeze Price on Sales Orders	Revised. Learn now to freeze price on return orders.
Display Contacts on Sales Orders	Revised. Learn how to remove duplicate contacts that display in the list of values when you click the down arrow in the Contact attribute on the order header.
Create Different Types of Business Rules	Revised. If the order header and the order line contain the same attribute, such as the Freight Terms attribute, and if you need to transform the value on the line, then use a posttransformation rule.
Set Default Value for Contact on Order Header	Revised. Learn how to remove duplicate contacts from the Contact attribute on the order header.
Administer Email Messaging in Order Management	Revised. Contains a new guidelines subtopic.
Import Customer Items into Order Management	Revised. Clarified what a customer item is and how to import it.
Guidelines for Setting Up Configuration Models	Revised. If you import a revision that includes the entire component list for a configuration model, then you must make sure the sequence that you use in the revision is identical to the sequence you used in the original import.
Troubleshoot Problems in Downstream Fulfillment	Revised. Troubleshoot an order line that's stuck in waiting status. Troubleshoot a problem where the warehouse hasn't reserved inventory for your item.
Guidelines for Setting Up Orchestration Processes	Revised. If you copy or duplicate an orchestration process, then make sure you validate it and remove all validation errors before you create the copy or duplicate.
Guidelines for Setting Up Orchestration Process Steps	Revised. Use Advanced Mode when you add a business rule to the first step of a custom orchestration process.
Filter Lines In Your Extensions, Rules, and Constraints	Revised. If you set the nonKitModelFlag attribute to Y on a line-selection criteria, and if the order line contains a configuration model, and if the model contains a kit, then select the line and process it.
Import Tax on Sales Orders	Revised. Get details about how How Order Management integrates tax with Accounts Receivable.
Resume Paused Orchestration Processes	Revised. Make sure you have the privileges you need to release pause tasks.
Manage Connector Details Between Order Management and Your Fulfillment System	Revised. If you attach a large number of documents to the sales order, then we recommend that you set Invocation Mode to Asynchronous Service.
Create Different Types of Business Rules	Revised. Don't create a routing rule that depends on a pause task and that sets the connector.
Guidelines for Setting Up Holds on Sales Orders	Revised. You can't use the web service to release a hold on a fulfillment line.

Update 20D

Topic	Description
Tax	New section. Learn how to set up and apply tax to sales orders.
Create Direct Links to Order Management Pages	New. Create a direct link from your application or an Oracle Application to a page in the Order Management work area.
Use Order Management to Fulfill Different Types of Sales Orders	New. Use Order Management to fulfill a range of order types.
Automatically Import Source Orders into Order Management	New. You can use the Order Import Template to manually import orders from your source system into Order Management. This topic describes how to do it automatically.
Troubleshoot Global Order Promising in Order Management	New. Get details about how to troubleshoot problems that including promising in your implementation.
Don't Use Order Promising to Schedule Fulfillment	New. Your implementation might not need to use Order Promising to schedule fulfillment. You can set up Order Management so it doesn't.
Create a Return Reason	New. Create a return reason so the Order Entry Specialist can select it when returning an order line.
Another Example of Importing Flexfield Data Through Web Services	New. Add an extensible flexfield to store a status on the order line, and import it through the Receive Order Request Service.
Example of Using an Extension to Get Data from Oracle Applications	New. Identify the public view object you need, then reference it in an order management extension.
Set Default Values for Attributes on Sales Orders	New. Create a business rule that sets the default value for an attribute on a sales order.
Use Different Attributes in the Condition and Do Simple Math	New. Create a pretransformation rule on a variety of attributes in the condition or action, and include a simple mathematical equation.
Set Values for Attributes That Depend On Each Other	New. Some attributes depend on each other. For example, if you need to use a shipment set, you must first enable the `Shipset` attribute.
Set Default Values for Shipping Methods	New. You can specify the default value that Order Management uses to set the Shipping Method attribute when the Order Entry Specialist creates a sales order.
Set Warehouse According to the Value of Some Other Attribute	New. Set up Order Management so it sets the default value for the Warehouse attribute on the fulfillment line according to the value of the Business Unit attribute on the order header.
Use Business Rules When You Can't Use Extensions	New. Create a business rule when an Order Management extension doesn't meet your requirements.
Add Promotional Items That Reward Your Customers	New. Add an item to a sales order to reward customers who purchase larger quantities.
Set Attribute Values After You Transform Source Orders	New. Set the default value for an attribute after you transform the source order.
Set Promised Ship and Arrival Dates on Fulfillment Lines	New. Learn how to set the Promised Ship Date and the Promised Arrival Date.
Use Flexfields to Allow Users to Set Attribute Values	New. Allow your Order Entry Specialists to enter a value in a flexfield to indicate they need to change the value of an attribute.
Remove Records That Contain Data About Actions to Improve Performance	New. Remove records that contain data about actions that Order Management users have done while managing sales orders. Removing these records can improve performance.
Import Price Details	Revised. If you copy a sales order that has a configured item, and if the order also includes an order line that has a coverage for the configured item, then Order Management uses the pricing that you specify in the Pricing Administration work area for the coverage item even if you freeze pricing during import.
Set Up Coverage for Sales Orders	Revised. You must map time units for your coverages and subscriptions. You can't use an order management extension or a transformation rule to set shipment set the values on an order line that contains a coverage. If you import a sales order, and if your import includes a shipment set on an order line that contains a coverage item, then the import ignores the value for the shipment set on the line.
Overview of Importing Orders into Order Management	Revised. If you must import binary data, then you must convert your binary data to text before you do the import, and you must use the base64 encoding scheme when do the conversion.
Set Up Orchestration Processes for Coverage Items	Revised. Use a pause task to make sure the coverage item and covered item go to billing at the same time.
Troubleshoot Problems With Order Import	Revised. If you import a referenced return order but Receivables doesn't create a credit memo for the return, then make sure the business unit on the order line that you import is the same as the business unit on the original order line.
Guidelines for Setting Up Approval	Revised. Use the Make Notifications Secure option to secure your notifications.
Import Source Orders That Include Coverages or Subscriptions	Revised. Learn how to import coverages or subscriptions through FulfillmentResponseService.
Create One Invoice for Sales Orders with Items That Can and Can't Ship	Revised. Make sure you use square brackets to enclose the list when you set the GL Date.
Code Snippets for Order Management Extensions	Revised. Set the Requested Ship Date on the order line to the same value that the Requested Ship Date attribute contains on the order header.
Set Up Shipping Tolerances in Order Management	Revised. Set the Over Shipment Tolerance attribute to a positive number that's greater than zero. Set the Under Shipment Tolerance to a positive number that's greater than zero but less than 100.
Guidelines for Setting Up and Using Drop Ship	Revised. Get new details about predefined processing constraints. They're in the Manage Change subtopic.
Guidelines for Setting Up an Integration Algorithm	Revised. Make sure you can use Purchase Request Service to update the attributes that you map.
Guidelines for Using Extensions to Get Data from Oracle Applications	Revised. Get details about tables, views, and public view objects.
Troubleshoot Order Management	Revised. Troubleshoot an extension that doesn't run when you cancel a sales order.

Update 20C

Topic	Description
Identify Flexfield Contexts and Category Codes for Your Business Rules	New. Identify the flexfield contexts and category codes that you reference in an Oracle Business Rule.
Examples of Pausing Orchestration Processes	New. Peruse these examples to learn how you can use business rules to meet your business requirements.
Example of Integrating Order Management with an External Fulfillment System	New. Assume you need to integrate Order Management with your shipment system. Use this topic to learn how.
Get Help From My Oracle Support	New. Use the My Oracle Support website at support.oracle.com to troubleshoot a range of problems.
Include Price, Discounts, and Shipping Charges in Your Payloads	New. Make sure that the values you send in the payloads you use to integrate with various systems include accurate values for price, discounts, and shipping charges.
Cancel Backordered Quantity During Order Import	New. You can use the order import service to cancel a backordered line.
Set Up Item Substitution in Order Management	New. Set up substitution in Order Management so you can use a substitute item to fulfill an order line when the preferred item is out of stock.
Overview of Integrating Order Management with Revenue Management	New. Automate how Revenue Management gets sales order data from Order Management so Revenue Management can recognize revenue for the sales order.
Manage Order Attributes That Identify Change	Revised. Restart the Oracle server when you do the Manage Order Attributes That Identify Change task.
Guidelines for Setting Up Order-to-Cash	Revised. Avoid a runtime error. Consider how processing constraints affect your setup.
How Configure-to-Order Works	Revised. You can't cancel a configure option in a pick-to-order item or kit when the shipment is out of proportion.
Use Integration Cloud Service with Order Management	Revised. Get details about articles on Oracle Help Center that describe other ways you can use Integration Cloud Service with Order Management.
Manage Processing Constraints	Revised. If you create your own processing constraint or modify a predefined one, and if you move to a new update, then you must generate packages immediately after you do the update.
Convert Shipment Costs to Freight Charges	Revised. Includes revised payloads and new diagrams to help you set up the connector.
Use Order Profiles to Control Order Management Behavior	Revised. Specify the number of minutes for the hold operation to wait before timing out while aggregating order lines.
Set Up Coverage for Sales Orders	Revised. Get details about how Coverage Start Date works.
Quick Start for Setting Up Order-to-Cash	Revised. Includes some revised details about setting up your URL and security.
Use Extensible Flexfields to Integrate Order Management with Other Applications	Revised. The attribute View Object Attribute is required for each mapping you create in this topic.
Use Descriptive Flexfields to Integrate Order Management with Other Oracle Applications	Revised. If you add a value in the Alias attribute, then make sure the value begins with an upper case character.
Troubleshoot Order Management	Revised. If the Category area of the Edit Extensible Flexfield page doesn't have any rows, then run the Publish Extensible Flexfield Attributes scheduled process. If a return line doesn't have a price, then promote your pricing algorithms. If your return line is stuck in the Awaiting Receiving status, then run the Send Receipt Confirmation scheduled process. If you encounter a currency conversion error, then you might need to set up a default value for the conversion rate type. If you can't set a value for the Profile Value attribute on the Manage Administrator Profile Values page, then you might need to collect data.
Allow Users to Return Items Without Original Sales Order	Revised. Get new details about how Pricing prices a return.
Example Web Service Payloads That Integrate Order Management	Revised. Get new example payloads for manual price adjustment.
Guidelines for Setting Up and Using Drop Ship	Revised. The new Modify Extensible Flexfield when Line is in Requisition constraint prevents the Order Management user from modifying an extensible flexfield on the fulfillment line when the line is at the requisition stage in the procurement application. 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.
Guidelines for Setting Up Holds on Sales Orders	Revised. You can now use a web service to apply or release a hold on a sales order that's in Draft status.
Overview of Using Extensible Flexfields in Order Management	Revised. If the order line that the fulfillment line references is closed, then the Order Entry Specialist can't update the value in the extensible flexfield on the fulfillment line.
Guidelines for Setting Up Extensible Flexfields in Order Management	Revised. Make sure the name for each segment or context you create uses the correct nomenclature.
Code Snippets for Order Management Extensions	Revised. Includes new snippets that you can use with your order management extensions.
Display Ship-to Addresses On Sales Orders	Revised. Set the default value for the Contact Method attribute on each sales order.
Guidelines for Importing Orders into Order Management	Revised. If you don't want to submit your imported order to fulfillment, but instead want to import it as a draft sales order, then set the Submit Flag attribute to N on the DOO_ORDER_HEADERS_ALL_INT worksheet.
How Drop Ship Works in Order Management	Revised. Procurement doesn't use the Product Category or Product Fiscal Classification to create a purchase order.

Update 20B

Topic	Description
Collect Planning Data for Order Management	New. Get details about how to collect planning data, including a complete list of data that you can collect.
Modify Report Templates	New. The Reports and Analytics work area comes predefined with several reports that you can use. You can modify a template to meet your needs.
Import Shipping Method	New. If you import a shipping method through REST API or FBDI, you must make sure the method is valid.
Guidelines for Setting Up Units of Measure	New. Use guidelines to help you set up the units of measure that you use in Order Management.
Create One Invoice for Sales Orders with Items That Can and Can't Ship	New. Set up Order Management so it creates a single invoice when your sales order includes order lines that can ship and lines that can't.
Guidelines for Creating Business Rules	Revised. If your rule references an attribute that doesn't contain a value, and if your rule does a calculation that requires a value, then it might create an error or result in a null pointer exception at run time.
Guidelines for Managing Shipment Sets	Revised. Includes some new guidelines. Includes new details about importing a shipment set.
Use Extensions to Get Values for Return Orders	Revised. Get purchase order details from the order header and order line of the original order, then copy them to the return order and return order line.
Use Diagnostics to Troubleshoot Sales Orders	Revised. Use the Order Management Health Check test to scan through your database and identify problems across sales orders.
Drop Ship section	New and revised. Read the new topics and revised topics that clarify how to set up drop ship.
Guidelines for Importing Orders into Order Management	Revised. If you import an order, revise it, submit it, then import it again in a subsequent import, then you must import the most recent attribute values in the subsequent import.
Quick Start for Setting Up Order-to-Cash	Revised. You must deploy the predefined Update Shipping Request Validation processing constraint.
Set Up Messages in Order Management	Revised. Read up on some new details about how to set up messages.
Use SQL to Query Order Management Data	Revised. Find the reservations that have finished for an item in your sales order.
Overview of Setting Up Sales Agreements in Order Management	Revised. Learn about new date attributes you can use when you import or integrate an agreement.
Guidelines for Setting Up Approval	Revised. You can use the order type attribute on the order header in an approval rule.
Troubleshoot Order Management Setup	Revised. Write an order management extension that won't error out when your sales order doesn't use the English language. Examine predefined processing constraints to see if that's the cause of an error you're encountering.
Guidelines for Setting Up and Using Drop Ship	Revised. If the quantity on the advance shipment notice (ASN) exceeds the ordered quantity, then Oracle Receiving rejects the fulfillment request regardless of how you set the Over-Receipt Action attribute.
Use Order Profiles to Control Order Management Behavior	Revised. If you use OPS as your source system in a channel, then you must set Retain Sales Order Number to N.
Allow Users to Return Items Without Original Sales Order	Revised. Requirements for what you can return depend on whether the item is pick-to-order or assemble-to-order.
Guidelines for Setting Up Orchestration Process Steps	Revised. Make sure you specify the valueWhat's New in Implementing Order Management Canceled as an exit criteria status to exit the wait task in your orchestration process.
Copy Setups Between Instances of Order Management	Revised. If you migrate from a production environment to a test environment, and if your migration includes an orchestration process that's currently in progress, then the sales order that references the process will become stuck. You can't recover the stuck order.
Manage Order Management Parameters	Revised. Order Management doesn't use the value for any other attribute as the preparer. For example, it doesn't use the Created By attribute. It uses only the value you specify in Preparer for Procurement.
Example Web Service Payloads That Integrate Order Management	Revised. Use the ProjectDetail tag to include project details in your payload.