Task Services

Use different task services to fulfill different types of fulfillment requests.

Note

You set the task service on the orchestration process step.
Each service does a specific fulfillment task, such as Create Scheduling.
The service communicates a fulfillment request to an application in your fulfillment system. For example:
- The Create Scheduling service communicates with Order Promising.
- The Create Inventory Reservation, Create Shipping, and Wait for Shipment services communicate with Inventory Management.
- The Create Billing Lines and Wait for Billing services communicate with Receivables.
Fulfillment systems communicate updates back to the services, such as status.
Communication happens through the interface.
You can set up other fulfillment systems. For details, see Overview of Integrating Order Management.

Activity Services

Activity services send an activity request to your fulfillment system. The fulfillment system creates and fulfills the activity, then sends replies and updates to the activity service. The activity service interprets these replies and updates.

An activity is an event that happens outside of Oracle Order Management. For example, an orchestration process might include an activity task type to set up a network router.

An activity contains the details needed to finish the task.
Your users can do an activity as part of finishing order fulfillment. Order Management can assign an activity to one of your users.
Each activity includes attributes, such as subject, activity type, earliest start date, due date, scheduled duration, actual duration, percent complete, and assignee.
Order Management can associate an activity with one or more fulfillment lines.
The activity service doesn't typically immediately fulfill an activity task, so a wait service allows the orchestration process to wait for the activity to finish.
Order Management doesn't support partial fulfillment. An activity step must finish before the orchestration process can proceed to the next orchestration process step.

Note

Service Feature	Description
Send request to fulfillment system.	Send a Create Activity request to the fulfillment system that creates the activity. If the service receives a change order, then it changes or cancels the activity, as necessary. If Order Management applies a hold on a sales order, then the activity service sends a request to the fulfillment system to hold the activity that's currently in progress.
Receive activity status update.	You can schedule an orchestration process that periodically gets the updated activity status.
Modify activity.	An activity is a predefined task type. You can also create a new activity task type, and use an extensible flexfield to modify an activity. You can enable an activity default in a task type or orchestration process step. Default the activity type so you can categorize activities, then your fulfillment system can run business logic and do validation according to the activity type. If you don't set the default value for the task type or the orchestration process step, then Order Management sets the subject of the activity to the name of the step. You can use some fulfillment systems to create an activity template that supports a human task. To use the template, you can specify the activity template for a task type or an orchestration process step that creates the activity according to the predefined template when you define the task type and the orchestration process.

Service Feature

Description

Send request to fulfillment system.

Send a Create Activity request to the fulfillment system that creates the activity.

If the service receives a change order, then it changes or cancels the activity, as necessary.

If Order Management applies a hold on a sales order, then the activity service sends a request to the fulfillment system to hold the activity that's currently in progress.

Receive activity status update.

You can schedule an orchestration process that periodically gets the updated activity status.

Modify activity.

An activity is a predefined task type. You can also create a new activity task type, and use an extensible flexfield to modify an activity.
You can enable an activity default in a task type or orchestration process step. Default the activity type so you can categorize activities, then your fulfillment system can run business logic and do validation according to the activity type.
If you don't set the default value for the task type or the orchestration process step, then Order Management sets the subject of the activity to the name of the step.
You can use some fulfillment systems to create an activity template that supports a human task. To use the template, you can specify the activity template for a task type or an orchestration process step that creates the activity according to the predefined template when you define the task type and the orchestration process.

Reserve, Schedule, and Hold Services

Use these services to orchestrate the item in inventory.

Service	Description
Reserve services	Send a reservation request to the part of your fulfillment system that manages inventory. A reservation reserves the supply for a sales order so no other sales order or inventory system can use the supply.
Schedule services	Send a scheduling request to order promising. For example, to schedule a sales order, remove the schedule from a sales order, or determine whether the item is available. Scheduling applies to fulfillment lines that are waiting for manual scheduling and fulfillment lines that fail scheduling in the automated or manual process. Scheduling works only for fulfillment lines that aren't scheduled. Order Management doesn't allow automatic rescheduling from the Order Management work area.
Hold services	Send a hold request to the fulfillment system. For example, the Hold Shipping service can send a hold request from Order Management to the part of your fulfillment system that does shipping.

Service

Description

Reserve services

Send a reservation request to the part of your fulfillment system that manages inventory. A reservation reserves the supply for a sales order so no other sales order or inventory system can use the supply.

Schedule services

Send a scheduling request to order promising. For example, to schedule a sales order, remove the schedule from a sales order, or determine whether the item is available.

Scheduling applies to fulfillment lines that are waiting for manual scheduling and fulfillment lines that fail scheduling in the automated or manual process.
Scheduling works only for fulfillment lines that aren't scheduled. Order Management doesn't allow automatic rescheduling from the Order Management work area.

Hold services

Send a hold request to the fulfillment system. For example, the Hold Shipping service can send a hold request from Order Management to the part of your fulfillment system that does shipping.

Shipment Services

Shipment services send a shipment request to the part of your fulfillment system that does shipping.

Service Feature	Description
Send shipment request to fulfillment system.	If Order Management receives a change order, then the shipment service changes or cancels the shipment request, if necessary. If someone applies a shipping hold, and if the Hold on Running Task option is enabled, and if the task that's running is a Shipping task, then the shipment service sends a request to the shipping system to hold the shipment request that its currently processing.
Consolidate fulfillment lines.	Consolidate the fulfillment lines of a shipment set or a configured item, then send all the lines of the shipment set or the configured item as a group to the shipping system.
Receive fulfillment line details and status updates from the shipping system and update business objects in Order Management.	The shipping system might send fulfillment line details to Order Management when a status update happens, including before it confirms the shipment. These details might include freight cost, tracking number, way bill number, and so on. Order Management interprets the update it gets from the shipping system, then uses one of these predefined values to update status. Picked Packed Shipped Backordered Note The shipment service continues to interpret the updates it receives from the shipping system even after the shipping system ships fulfillment lines. It sends details about these updates to Order Management. If the shipping system uses more than one currency to represent cost, then the shipment service converts them before it sends the update to Order Management. If the shipping system uses a unit of measure to represent shipping that's different from the unit of measure that Order Management uses in the sales order, then the shipment service converts the unit of measure back to the unit of measure that the sales order uses, then communicates the shipped quantity to Order Management.
Split a fulfillment line, shipment set, or configured item when only part of a shipment ships.	If only part of a fulfillment line ships, then the shipment service splits the line into. One fulfillment line that includes the quantity that shipped Another fulfillment line that includes the quantity that didn't ship If only some fulfillment lines ship for a. Shipment set. The shipment service removes the lines that didn't ship from the shipment set. Configured item. The shipment service splits the configured item into a shipped item and an item that hasn't shipped.

Invoice Services

Invoice services send a request to the part of your fulfillment system that does billing and interprets the replies it receives from this system.

The billing system creates the invoice and the credit transactions.
Order Management doesn't allow you to modify a fulfillment line after the invoice service sends the request.
If you use a source system that resides outside of Order Management, then the source system must provide most of the data that the billing system requires to finish billing. Order Management stores these details, then routes the billing request to the billing system.

Service Feature	Description
Send fulfillment line details from the fulfillment system.	The Create Billing Lines service sends billing details from the sales order or the return order each time the fulfillment line is eligible for billing. For example, it sends discounts, charges, tax attributes, sales credits, and fulfillment details. An invoice service sends charges that happen in the order header with the first fulfillment line that Order Management fulfills for the sales order. If the fulfillment line doesn't include payment details or sales credits, then the invoice service sends these details from the order header. The invoice service sends prepayment details from the order header for all fulfillment lines. Order Management doesn't support discounts that happen in the order header.
Return lines	The invoice service sends the reference to the original sales order line, the return reason, received quantity, and delivered quantity.
Shipment set or configured item	The invoice service sends the fulfillment lines that the shipment set or the configured item contains together. If the fulfillment system fulfills only some lines in the shipment set or configured item, then the invoice service sends only the fulfilled lines.

Service Feature

Description

Send fulfillment line details from the fulfillment system.

The Create Billing Lines service sends billing details from the sales order or the return order each time the fulfillment line is eligible for billing. For example, it sends discounts, charges, tax attributes, sales credits, and fulfillment details.

An invoice service sends charges that happen in the order header with the first fulfillment line that Order Management fulfills for the sales order.
If the fulfillment line doesn't include payment details or sales credits, then the invoice service sends these details from the order header.
The invoice service sends prepayment details from the order header for all fulfillment lines.
Order Management doesn't support discounts that happen in the order header.

Return lines

The invoice service sends the reference to the original sales order line, the return reason, received quantity, and delivered quantity.

Shipment set or configured item

The invoice service sends the fulfillment lines that the shipment set or the configured item contains together. If the fulfillment system fulfills only some lines in the shipment set or configured item, then the invoice service sends only the fulfilled lines.

Note: A change order from Order Management can't update an invoice. A change to an invoice is typically a credit from a return order or prepayment. Its not typically a cancel.

The billing system processes the data that it receives, then sends details to the invoice service.

Invoice details
Credit memo details
Billing amount
Billing date
Invoice date or credit memo date
Number
Status
Legal entity details

It sends one of these statuses.

Await Billing
Billed

Return Services

Return services send a request to the part of your fulfillment system that does receiving and interprets the reply and update that it receives from the receiving system.

The return service creates a change receipt advice or a cancel receipt advice when Order Management receives a return request.
The request might include one or more attribute updates, such as to increase the receipt quantity.
If Order Management receives a request to change the original copy of the sales order that the customer returned, then the return service sends a request to the fulfillment system that creates the receipt advice.
If Order Management receives a request to cancel the original copy of the sales order line that the customer returned, then the return service cancels the receipt advice. Order Management typically allows cancel until the fulfillment system receives the returned items.
If the ordered quantity is greater than the delivered quantity on the receipt advice, and if the customer doesn't require the ordered quantity, then the return service can request to cancel the remaining quantity.

How Return Services Handle Partial Returns

Return services can process a partial receipt, such as the return of only some items of a configured item.

If the customer returns only part of the return, then the return service splits the fulfillment line into two lines.

One line includes a status of Delivered for the items the customer returned
One line includes the items the customer didn't return

If the customer returns only part of the original order, and if the return includes a configured item or kit, then the return service splits the fulfillment line into two orchestration groups.

One group includes the fulfillment lines that the customer returned
One group includes the fulfillment lines that the customer didn't return or that aren't returnable

How Return Services Handle Events

The receiving system that starts the event might send a status update for the return. For example, if the receiving dock receives the item, then the receiving system might send a status update that starts an event that creates the receipt advice. Here are the events in the receiving system that might start a status update in Order Management.

Receive the item on the receiving dock when the receipt is created.
Deliver the item into inventory.
Return the item to a customer.
Correct the sales order after a receipt transaction happens. For example, a customer can't return a deliver transaction.

Fulfill Order Services

Fulfill order services send a request to and receives a status update from your fulfillment system. They can also send a request to and receive a status update from a system that manages enterprise resource planning (ERP).

Fulfill order services can send a request that modifies a sales order that resides in Order Management, and that the fulfillment system uses.

Create.
Update.
Place hold.
Release hold.
Update status.
Cancel.

Fulfill order services also.

Send an update to the fulfillment system each time Order Management accepts a change order that affects fulfillment.
Receive interim and final status updates from the fulfillment system. Fulfill order services don't immediately send a reply. They send the reply when the fulfillment activity runs.

For details, see Actions That You Can Set When Routing Requests to Fulfillment Systems.