Update Attributes on Split Lines for Drop Ship

If only some of the quantity on the order line is currently available on the requested date, then your drop ship supplier might ship that quantity, and Order Management will split the order line for the remaining quantity. You can update attributes on the split fulfillment line.

Use this feature so you can update attributes on a split order line that Order Management creates when Oracle Procurement ships part of an order line in a drop shipment flow.

Use this feature to realize these benefits:

Update attributes on an order line after you ship part of a drop shipment line.
Avoid having to cancel split lines and manually recreate new ones when all you want to do is update attributes on the shipment line.
Reduce the number of steps and the time you need to process change on an order line after you ship part of that line.
Improve efficiency and accuracy of how you process change on the line after you ship part of that line.
Improve tracking and reporting for lines that you fulfill in more than one shipment.

The usages described in this topic involve split lines that you ship in a drop shipment.

Example

A supplier can ship part of a fulfillment line that you drop ship to help meet customer demand. If only some of the quantity on the order line is currently available on the requested date, then the supplier ships the quantity that's available to ship, and Order Management will create a split order line for the remaining quantity. You now have a new fulfillment line that has the remaining quantity that the supplier still needs to ship.

You might need to update attributes on the new split line in Order Management after the supplier ships part of the order line. For example, assume you know that supplier B has enough supply to fulfill the line that hasn't shipped. If you revise the supplier and supplier site attributes on that line to supplier B and submit your revision, then Order Management will send these details to Procurement so Procurement can create a new purchase order for supplier B, and supplier B can fulfill the request.

Update Attributes in Order Management

You can update one or more attributes on an order line that you split and ship through a drop shipment:

Update line attributes just like you do when you update attributes on a line that isn't split and when the line is awaiting shipping. You can also use actions in a fulfillment view to do this.
As an option, use the Update Lines action to update attributes on all the lines that you select at the same time. If you opt into this feature, then you can use this action for the split lines and for the order lines that you backorder in Procurement.
Update an attribute on the order header, and Order Management will cascade your update to all the split lines that you haven't overridden. You can also use the Override Order Line action to update an attribute on the split line.
Use an order management extension or posttransformation rule to update an attribute on a split line.

Note

If you ship lines in a shipment set, and if you partially ship or don't ship at least one of these lines, then Order Management removes the lines that you haven't shipped from the set. You can then update attributes on the removed lines just like you do on a line that isn't in a shipment set.
If you update an attribute on a split through REST API, or through some other application, such as Backlog Management, Global Order Promising, and so on, but it’s a split line that Order Management doesn't allow you to update, then you will receive an error.
If you do an unschedule action for one or more split lines, and if the fulfillment tolerance on at least one of the lines that you select isn’t 0, then Order Management will ask you to confirm the action. For background, see Guidelines for Setting Up Shipment Tolerances.

If you use an action in a fulfillment view to update the split lines, and if your selection includes:

Only the split lines that Order Management can’t update. Order Management will display the same error that it displays when you don't use this feature.

Split lines that Order Management can update. Order Management will update them, and won't update the split lines that it can't update.

You can’t update an attribute if:

It’s on a remnant line of a configured item. For more about remnants, see Fulfill Configured Items.
It’s on a line that Order Management created when Oracle Receiving partially received a return line.

Note: You can’t update an attribute if it's on a sales order that you submitted before you opted into the Update Attributes on Split Order Lines for Partial Drop Shipments feature. You can update attributes on a split line that you drop ship only on a sales order that you submit after you opt into the feature.

Update Attributes on Sales Orders

You can update attributes on split order lines:

Modify the quantity, scheduled date, shipping location, shipping method, supplier, or supplier site.
Modify the price of a purchase order line, through an extensible flexfield on the order line.
Unschedule the line or substitute the item.
Schedule or split the line when it's in Manual Scheduling Required status.

You can update an attribute's value on a split line in Order Management, and then use that value to:

Reprice and recalculate tax.
Fulfill, recognize revenue, and bill the split lines.
Cost the transaction and recognize the cost of goods sold for the split lines in Oracle Cost Management.
Orchestrate financial details and process the transaction in Oracle Supply Chain Financial Orchestration for the split lines.

Do these updates in the Order Management work area, through REST API, or through some other application, such as Oracle Backlog Management or Oracle Global Order Promising.

Update Attributes on Purchase Orders

You can update attributes on a purchase order's partially shipped line:

Modify the promised dates or quantity.
Split the schedule on the line.
Cancel the purchase order.

You can update attributes on a line that Procurement never received in a purchase order, and when the line contains a configured item, a kit, or the item is part of a shipment set:

Modify the quantity or split the schedule.
Cancel the purchase order.

Do these updates in Procurement, through REST API, or through Oracle Supplier Portal.

How Order Management Processes Change

Order Management User Updates an Attribute

Order Management processes change on a split line similar to how it processes change on a line that isn't split and that's awaiting shipping. Order Management compensates change differently depending on the attributes that you update or the fulfillment task.

If you update an attribute on a split line, and if the orchestration process uses that attribute to identify change for a fulfillment task, then the orchestration process sends the updated attribute value on the split line to Procurement. For example, if you update the ordered quantity, shipping method, scheduled date, shipping location, and so on a split line, then Order Management compensates the procurement task and sends the updated attribute value to Procurement.

The orchestration process updates all of its fulfillment tasks, then sends the split line to Procurement.
You can cancel a split line on a sales order or fulfill it without updating any attribute just like you do if you don't use this feature. Procurement will close the purchase order line that fulfills the split line.
Order Management doesn't compensate the parent line of a split line when you cancel that split line for a partial shipment.

If you substitute an item, do an unschedule action, or change the fulfillment from a drop shipment to a standard warehouse flow or to a back-to-back flow, then Order Management will send a request to Procurement to close the purchase order.

For example, if you substitute an item, then Procurement will close the old purchase order and create a new one for the new item.
If you unschedule a split line, then you can reschedule the line to a new supplier or warehouse. Procurement will also close the purchase order that was open for line before you unscheduled it.
If you revise the split line to remove the supplier and add a warehouse, then Procurement will close the purchase order and Order Management will interface the line to your warehouse for fulfillment.

Buyer or Supplier in Procurement Updates an Attribute

Here are some examples of how Order Management processes an update on a purchase order when Procurement receives only part of the quantity, and a buyer or supplier updates an attribute on a split line in Procurement.

What You Do in Procurement	What Order Management Does
Reduce the quantity on the purchase order line.	If you reduce the purchase order quantity to: A quantity that exceeds the quantity that Procurement already received. Order Management updates the quantity on the backordered line, creates a new fulfillment line for the remaining quantity that the supplier can't fulfill, then sets the status on the new fulfillment line to Manual Scheduling Required. Procurement continues to allow the purchase order to receive more quantity. The same quantity that Procurement already received. Order Management sets the status on the backordered fulfillment line to Manual Scheduling Required. Procurement closes the purchase order and prevents it from receiving more quantity.
Cancel the schedule on the purchase order line.	If you set the Cancel Unfulfilled Demand attribute to: Yes. Order Management updates the backordered fulfillment line’s status to Manual Scheduling Required. No. Order Management updates the backordered fulfillment line’s status to Requisition Created. If your item is a configured item, kit, or shipment set, then you can cancel the entire purchase order but not the purchase order line and schedule.
Update the promised ship date or the promised delivery date on the schedule.	Update the scheduled ship date or the scheduled arrival date on the backordered fulfillment line.
Split the purchase order's schedule into more than one schedule and update the promised dates.	Split the line into more than one line and update the scheduled ship date or the scheduled arrival date on these lines.

Here's a summary of what the buyer or supplier can do on a purchase order line when Procurement has received only part of the quantity.

Type of Item	Reduce Quantity	Split Schedule	Revise Ship Date	Revise Delivery Date	Revise Ship Method	Cancel Schedule	Cancel Line	Cancel Order
Standard	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes
Assemble to Order	Yes	No	Yes	Yes	No	Yes	Yes	Yes
Pick to Order	Yes	Yes	Yes	Yes	No	No	No	Yes
Kit	Yes	Yes	Yes	Yes	No	No	No	Yes
Hybrid	No	No	Yes	Yes	No	No	No	No
Shipment Set	Yes	No	Yes	Yes	No	Depends	Depends	Yes

Note

Depends means Yes, but only for standard or assemble-to-order items.
If the item is a configured item, kit, or shipment set, and if you modify the date or shipment method, then you must apply the same date or shipment method across all the lines that are part of the configured item, kit, or set.

If Procurement hasn't received any of the quantity, then you can still make all of the same modifications that you can make when Procurement received only part of the quantity, except for these differences with a shipment set.

Type of Item	Reduce Quantity	Split Schedule	Revise Ship Date	Revise Delivery Date	Revise Ship Method	Cancel Schedule	Cancel Line	Cancel Order
Shipment Set	No	No	-	-	-	No	No	-

How Procurement Processes Change

Here are some examples of how Procurement processes an update that you make on an attribute on a split line on a sales order in Order Management when Procurement receives only part of the schedule.

What You Do in Order Management	What Procurement Does
Modify the quantity.	Split the current schedule. Reduce the old schedule's quantity to the quantity that Procurement already received. Create a new schedule that has the new quantity from Order Management.
Modify the scheduled date.	Split the current schedule. Reduce the old schedule's quantity to the quantity that Procurement already received according to the old promised date. Create a new schedule that includes the quantity that Procurement hasn't received and the revised promised date from Order Management.
Add a new price for the purchase order through an extensible flexfield on the sales order line.	Split the current schedule. Reduce the old schedule's quantity to the quantity that Procurement already received according to the revised price. Create a new schedule that includes the quantity that Procurement hasn't received and the new price from Order Management. Update the price on the purchase order's line.
Modify the shipping method.	Split the current schedule. Reduce the old schedule's quantity to the quantity that Procurement already received according to the old shipping method. Create a new schedule that includes the quantity that Procurement hasn't received and the new shipping method from Order Management.
Modify the shipping location.	Split the current schedule. Reduce the old schedule's quantity to the quantity that Procurement already received according to the old shipping location. Create a new schedule that includes the quantity that Procurement hasn't received and the new shipping location from Order Management.
Unschedule the line.	Close the purchase order with the quantity that Procurement already received.
Substitute the item, or modify the supplier or supplier site.	Close the purchase order with the quantity that Procurement already received for the old item, or from the old supplier or supplier site. Create a new requisition and a new purchase order for the new item, or for the new supplier or supplier site.

How Supply Chain Financial Orchestration and Cost Management Process Change

Assume you add a new price for the purchase order through an extensible flexfield on the order line in Order Management, and then Procurement updates the price on the purchase order line:

Oracle Financial Orchestration will calculate the transfer price according to the price on the updated purchase order line for each subsequent drop shipment.
Oracle Cost Management will use the new price when it processes each subsequent drop shipment. It will also adjust the price on each prior drop shipment according to the new price on the purchase order line.
If you modify the supplier or supplier site on the sales order line, then Procurement will create a new purchase order, and Financial Orchestration will create a new financial agreement for each subsequent drop shipment.

Assume on-hand supply becomes available, so you update supply details on the sales order line and ship the remaining quantity that you haven't shipped yet from the warehouse. This modification will change the sales order's flow from a drop shipment to a standard flow or to an intercompany transfer. Financial Orchestration and Cost Management will use the new flow when they process and cost each subsequent shipment.

Guidelines

To use this feature, you must opt into the Update Attributes on Split Order Lines for Partial Drop Shipments feature.
You can't opt out of this feature after you opt in and submit a sales order. At this point, you're committed to using the feature.
You can update attributes on a split line that you drop ship, and that has a configured item or a kit just like you do when you update attributes on a line that isn’t split and that’s awaiting shipping, but you can’t modify the configured item on the split line.
If you update an attribute on a split line, then Oracle Pricing reprices the line just like it does when you update an attribute on a line that isn't split and that's awaiting shipping.
If you drop ship a split line in a standard or in a back-to-back flow, then you can set the supplier and the supplier site on the split line.
If you substitute the item on a split line or unschedule it, and if the fulfillment tolerance on the line isn’t 0, then fulfillment will apply the fulfillment tolerance on the split order line, but it won't consider the cumulative quantity that you already shipped across all of the order line's fulfillment lines. Instead, fulfillment will consider only the quantity on the fulfillment line that you're shipping.
You can’t use a web service from Application Development Framework to update an attribute on a split line that you drop ship.

For background, see Update Attributes on Split Order Lines for Partial Shipments.

Access Requirements

You need these privileges to use this feature:

Initiate Order (FOM_CREATE_ORDER_PRIV)
Revise Order (FOM_REVISE_ORDER_PRIV)
View Orders (FOM_VIEW_ORDERS_PRIV)
Change Purchase Order (PO_CHANGE_PURCHASE_ORDER_PRIV)
Maintain Supply Chain Financial Orchestration Flow (FOS_MAINTAIN_SUPPLY_CHAIN_FINANCIAL_TRADE_AGREEMENT_PRIV)
Create Cost Accounting Distributions (CST_CREATE_COST_DISTRIBUTIONS_PRIV)
Review Cost Distribution (CST_REVIEW_COST_DISTRIBUTIONS_PRIV)

This feature doesn't introduce any new privileges.