What's New in Using Order Management

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

To get details about:

Update 24B

Topic Description
Return Sales Orders Revised. See how to return a bill only item when the Return action is disabled.
Fix Errors in Sales Orders Revised. See what to do when there's a problem on the server or the network goes down.

Update 24A

Topic Description

Cancel Sales Orders

Revised. You can't update or cancel an order line that's in the Awaiting Billing status.
Return Sales Orders Revised. Return a bill only item.
Revise Sales Orders That You Already Submitted Revised. If Order Management closed or canceled all of the order's fulfillment lines, then you can't revise a value on the order header.

Update 23D

Topic Description
Recover Sales Orders That Are Locked or Not Started Revised. See the new Unlock Right Away and Recover Orders or Lines That Are Not Started subtopics.
Use Holds to Temporarily Stop Processing Revised. You can't use a fulfillment view to release a hold from an order line or a sales order. Use the Order page instead.
Cancel Sales Orders Revised. See the new Cancel Sales Order When It Has Lines That Aren't and Are Fulfilled subtopic.
Fix Errors in All Sales Orders Revised. You can use the Recover Errors scheduled process only to recover from unplanned errors. You must not use it as part of your regular business flow.

Update 23C

Topic Description
Return Sales Orders Revised. See the revised Conditions That Determine Whether You Can Return an Item subtopic.
Guidelines for Managing Sales Orders That Have Inventory Transactions Revised. The Identify Lots subtopic has new details about projects.
Cancel Order Lines That Remain in the Same Status Revised. See the new Other Guidelines subtopic.

Update 23B

Topic Description
Fix Errors in All Sales Orders Revised. For most situations, don't run the Recover Errors scheduled process more than one time each day.

Update 23A

Topic Description
Fix Errors in All Sales Orders Revised. Clarified the sequence in How Recover Errors Works.
Revise Sales Orders That You Already Submitted Revised. Has a new Update Attributes on Split Order Lines for Partial Shipments subtopic.

Update 22D

Topic Description
Search Attributes for More Than One Value New. If you specify more than one attribute when you search, then Order Management uses an AND condition.
Fix Problems and Improve Performance Revised. Improve performance when you search.
Cancel Sales Orders Revised. You can't delete a sales order that's in Processing status. Cancel it instead.
Add Configured Items to Order Lines Revised. You can apply tax determinants to only the root parent, only the child components, or to the root parent and the children.
Approve Sales Orders Revised. You can use the BPM Worklist to examine details about the approval.
Copy Sales Orders Revised. Get new details about what you can copy.

Update 22C

Topic Description
Add Sales Agreements to Sales Orders Revised. If an order line has an agreement, then you can revise the line only if the Contract Start Date happens on or before the current date and if the Contract End Date happens on or after the current date.

Update 22B

Topic Description
Ship Order Lines in Shipment Sets Revised. See the new Substitute subtopic.
Cancel Order Lines That Remain in the Same Status Revised. If you have a fulfillment line that's stuck because of a scheduling or reservation problem, then you can force Order Management to compensate the line and see if it can fix the problem.
Revise Sales Orders That You Already Submitted Revised. You can't update the value in an extensible flexfield.
Monitor Order Fulfillment Revised. The Fulfillment Line page displays lots of fulfillment details, but there are some attributes that it doesn't display directly on the page. See how you can get details for some of these attributes.

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. Use the Order Management work area to create a sales order that has an inventory transaction.

Fix Errors in All Sales Orders

Revised topic. Use the Scope parameter to fix errors according to where the problem happens.

Update 21A

Topic

Description

Manage Credit Cards on Sales Orders

New. Add and manage the credit card that you use on each sales order.

Return a Drop Shipment

New. Get new details about how to receive a drop shipment.

Escalate Problems You Can't Resolve

New. Escalate problems that you can't resolve to your order administrator.

Return and Replace Items During Drop Shipment

New. Learn how to return and replace a defective item in a drop shipment.

Order Management Statuses

Revised. If the Scheduled Ship Date happens in the future, then the Orders on Backorder area might use the less than one day bar to indicate that the order has been on backorder for less than a day.

Coverages and Subscriptions in Sales Orders

Revised. A coverages or subscription moves through different statuses during fulfillment just like a regular order line, but with a few differences.

Fix Errors in All Sales Orders

Revised. Get new details about the parameters you can set.

Fix Problems and Improve Performance

Revised. Export fulfillment line data to Microsoft Excel.

Other Behavior on Sales Orders

Revised. Learn how to use the Type attribute on the Edit Currency Details dialog.

Approve Sales Orders

Revised. Change your set up if you can't see your notifications.

Revise Sales Orders You Already Submitted

Revised. You can reduce the quantity on an order line that you already submitted but that Order Management hasn't already shipped.

Schedule Fulfillment Lines Manually

Revised. If you need to schedule or unschedule a fulfillment line that's on hold, then you might need to release the hold first.

Update 20D

Topic

Description

Ship Order Lines in Shipment Sets

Revised. Get details about new guidelines that describe how to use a shipment set with a coverage item.

Order Management Statuses

Revised. If the Scheduled Ship Date happens in the future, then the Orders on Backorder area might use the less than one day bar to indicate that the order has been on backorder for less than a day.

Add Coverage to Sales Orders

Revised. Get new details about Duration and Period.

Revise Sales Orders You Already Submitted

Revised. Find out what happens if you increase the quantity on an order line when you revise a sales order.

Update 20C

Topic

Description

Manage Channel Programs on Sales Orders

New. Order Management automatically applies supplier programs to each order line that's eligible to participate in the program, depending on how your order administrator sets up Order Management.

Revise Sales Orders You Already Submitted

Revised.

  • If you revise a sales order then cancel the revision but don't save or submit your changes, then Order Management still creates a draft of your revision.

  • If Order Management splits a fulfillment line, and if Order Management ships part of the split line, then you can't revise the quantity that hasn't shipped. Instead, create a revision, cancel the line that has the unshipped quantity, then create a new return line for the unshipped quantity.

Return Sales Orders

Revised.

  • The fulfillment line that contains the item you want to return must reach the Shipped status.

  • You can only return the quantity that you haven't already successfully returned and aren't in the process of returning.

  • You can't return an order line that's part of a shipment set.

  • Learn how to resolve a problem when the Bill-To Contact isn't active.

Cancel Order Lines

Revised. You can't update or cancel an order line that's in the Awaiting Billing status. Instead, make sure the line is fulfilled or closed, then create a return order.

Other Behavior on Sales Orders

Revised. If your override results in an attribute value on the order line that's different from the value for the same attribute on the order header or tab, and if you then change the attribute value on the order header or tab, then Order Management doesn't copy your change to the order line.

Schedule Fulfillment Lines Manually

Revised. If an application downstream of Order Management cancels the purchase order or purchase requisition for a drop shipment, then Order Management updates your sales order and sets the status of the fulfillment line to Manual Scheduling Required.

Update 20B

Topic

Description

Ship Order Lines in Shipment Sets

Revised. Includes a new guidelines section.

Fix Errors in All Sales Orders

Revised. Learn how Recover Errors works.

Fix Problems and Improve Performance

Revised. Includes a new example.