Set Up Search for Redesigned Pages
Set up Oracle Order Management so you can search on the Sales Orders page.
Summary of the Setup
- Opt in to the feature.
- Create your search index.
- Optional. Manage your search indexes.
- Optional. Set up your search view.
If you are satisfied with the default search experience, then you don't need to do the optional steps.
If you plan to use an extensible flexfield as part of the search, then you must do the optional steps.
For details about all the fancy stuff you can do on the Sales Orders page, see Redwood: Search and Apply Actions on Multiple Sales Orders. Make sure you read the Tips and Considerations section before you set up search for redesigned pages.Opt In
Opt in to the Redwood: Search and Apply Actions on Multiple Sales Orders feature. See Opt Into Features in Order Management.
Create Your Search Index
You must create your search index and populate sales order and order line data into Oracle Search Cloud Service (OSCS):
- Sign in with the Application Implementation Consultant (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) job role, or grant the Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV) privilege to the configured job role that you're using. You can also use the Order Orchestration Administration (ORA_DOO_ORDER_ORCHESTRATION_ADMINISTRATION_DUTY) duty role.
- Go to the Scheduled Processes work area, then run the Create Index Definition
and Perform Initial Ingest to OSCS scheduled process. This scheduled process
will create the search index for your sales orders and add it to the search
database.Run it one time for each index that you need.
For example, if you'll be searching on sales orders and order lines, then run it once with Index Name to Reingest set to fa-scm-fom-sales-orders, then run it again with it set to fa-scm-fom-sales-order-lines.
Set this parameter when you run it:
Attribute Value Index Name to Reingest For sales orders, enter fa-scm-fom-sales-orders.
For order lines, enter fa-scm-fom-sales-order-lines.
For saved search, enter fa-hcm-savedsearch
- Refresh your search index. You'll need to update the index frequently to make
sure your search results are current with your latest sales order data. It keeps
data synchronized between Oracle Order Management and OSCS. Sign in with a user
who has the Order Administrator Role (ORA_DOO_ORDER_ADMINISTRATOR_JOB) job role.
Run the Update Sales Order Search Indexes scheduled process. This scheduled process
updates fa-scm-fom-sales-orders, fa-scm-fom-sales-order-lines, and
fa-hcm-savedsearch, so you only need to set it up one time. Click
Schedule, then set these values when you run it.
Parameter Value Run Using a Schedule Frequency Hourly/Minute Time Between Runs 0 Hours, 5 Minutes Start Date Set it to the current date. End Date Leave it empty.
Manage Your Search Indexes
As an option, you can specify the attributes that you want to participate in the search. You can specify each attribute as a search attribute or as a display attribute. You can also use this page to set up an attribute that references an extensible flexfield so it participates in the search.
You can modify the index for sales orders, order lines, or orders and lines. Assume you need to add the Shipping Instructions attribute to the index for order lines:
- Go to your home page, and then click Order Management.
- In the Quick Actions section, click Show More > Index Management for Sales Orders.
- On the Index Management page, click Sales Order Line.
- On the Sales Order Line, Configure Index page, notice the predefined list of attributes. Delete the attributes that you don't want to search on.
- Click Add. In the dialog that displays, search for Shipping Instructions, select Shipping Instructions in the search results, then click Add.
- Click Update, click Rebuild, then click Cancel.
- Monitor the progress on the Index Management page. Refresh until it says Ready.
Set Up Your Search View
As an option, you can customize the search view's run time behavior:
- Make sure the rebuild you just did gets to a ready status. The rebuild affects what you see when you set up the view.
- Go to your home page, and then click Order Management.
- In the Quick Actions section, click Show More > Search Views for Sales Orders.
- On the Search Views page, notice that there are two predefined views, one for sales orders and one for order lines. Click Sales Order Lines Search View.
- On the Sales Order Lines Search View page, click Keyword Search, then enable or disable the keywords that you need.
- Click Filters, then add a check mark to the Show attribute to specify the attributes that you want to display as filters at run time.
- Click Results Columns, then specify how you want Order Management to display the search results at run time.
Note
- Click and drag each row to modify the sequence that Order Management displays the filters at run time. For example, to display the Item first, click and drag the row that has Item.ProductNumber to the top of the list.
- Ignore the Enabled check box. It's for a future release.
We recommend that you use the predefined view, but if you create your own:
- Remove the check mark from the Enable option on the predefined Sales Order Lines Search View or the Sales Orders Search View. You can have only one default view for the order line or the sales order.
- Create a new view, set your values, then add a check mark to the Enable option and to the Default option.
- On the Basic Info tab, enable or disable the Show Results Before Entering Criteria attribute. If you enable it, and if you don't enter a search string but do a search anyway at runtime, then the search will consider all values. If you have a lot of data, enabling it could affect performance.
- Modify the keywords, filters, and results to your meet needs, then click Save and Close.
Use Attributes When You Search
You can use keywords to search for values in a variety of attributes on sales orders and order lines. Use them in the search field that has the magnifying glass.
Assume your customer's bill-to account name is Computer Service and Rentals, you have one sales order that contains that name, 54698, and you enter the name when you search. The search will return sales order 54698.
Assume the bill-to account is 1004 for Computer Service and Rentals and you enter 1004 when you search. The search won't return any sales orders because it doesn't look at the Bill-to Account attribute.
Search Your Sales Orders
| Attribute | Examined During Keyword Search? | Filter Group |
|---|---|---|
| Bill-to Account | No | Customer |
| Bill-to Account Name | Yes | Billing |
| Bill-to Address | Yes | Billing |
| Bill-to Customer | Yes | Billing |
| Bill-to Site Name | Yes | Billing |
| Cancelation Reason | Yes | Cancel |
| Canceled | No | Cancel |
| Canceled Date | No | Cancel |
| Created By | No | Order Attributes |
| Creation Date | No | Order Attributes |
| Customer Item (Line) | Yes | Order Line Attributes |
| Customer Name | Yes | Customer |
| Customer PO | Yes | Order Attributes |
| Customer Registry Id | No | Order Attributes |
| Demand Class | Yes | Order Attributes |
| Item | Yes | Item |
| Item Description | No | Item |
| Line Status | No | Order Status |
| Order | Yes | Order Attributes |
| Order Type | No | Order Attributes |
| Ordered Date | No | Order Attributes |
| Pricing Segment | Yes | Order Attributes |
| Pricing Strategy Name | No | Order Attributes |
| Primary Sales Person | No | Order Attributes |
| Primary Salesperson | No | Sales |
| Requested Arrival Date | No | Order Attributes |
| Requested Ship Date | No | Shipping |
| Revision Reason | Yes | Order Attributes |
| Sales Agreement | Yes | Order Attributes |
| Sales Agreement Version | No | Order Attributes |
| Shipping Method | Yes | Shipping |
| Ship-to Address | Yes | Customer |
| Ship-to Address | Yes | Shipping |
| Ship-to Customer | Yes | Shipping |
| Ship-to Customer Number | No | Shipping |
| Ship-to Site Name | Yes | Shipping |
| Show Orders On Hold Only | No | Filters |
| Source Order Number | Yes | Order Attributes |
| Source Order System | Yes | Order Attributes |
| Status | No | Order Status |
| Submitted Date | No | Order Attributes |
| Supplier | Yes | Drop Ship |
| Supplier Site | Yes | Drop Ship |
| Total | No | Order Attributes |
| Warehouse | No | Shipping |
| Warehouse Name (Line) | No | Order Line Attributes |
The Filter Group column in this table lists all the attributes that each group can potentially contain. Order Management comes predefined to display only some of them, by default. If the filter group in your runtime environment doesn't have the attributes that you need or if the group is missing, then you must add them to the search index and to your view. See the Manage Your Search Indexes subtopic and the Set Up Your Search View subtopic for details.
The search result can display values for all attributes except for:
- Customer Item from the order line
- Item
- Item Description
- Line Status
- Warehouse Name from the order line
Search Your Order Lines
| Attribute | Examined During Keyword Search? | Filter Group |
|---|---|---|
| Account Number (Bill To) | Yes | Billing |
| Bill To Address | Yes | Billing |
| Bill To Contact | Yes | Billing |
| Bill To Customer | Yes | Billing |
| Bill To Site | Yes | Billing |
| Bill To Site Name | Yes | Billing |
| Business Unit | Yes | Order Attributes |
| Cancel Backorders | No | Order Line Attributes |
| Cancelation Reason | No | Order Line Attributes |
| Canceled | No | Order Line Attributes |
| Canceled Date | No | Order Line Attributes |
| Canceled Quantity | No | Order Line Attributes |
| Creation Date | No | Order Line Attributes |
| Customer Item | Yes | Order Line Attributes |
| Customer Name | Yes | Order Attributes |
| Customer PO Number | Yes | Order Attributes |
| Customer Registry ID | No | Order Attributes |
| Demand Class | Yes | Shipping |
| Display Line Number | No | Display Only |
| Earliest Acceptable Arrival Date | No | Shipping |
| Earliest Acceptable Ship Date | No | Shipping |
| Enforce Single Shipment | No | Order Line Attributes |
| Extended Amount | No | Order Line Attributes |
| Extensible Flex Field: Fline | Yes | Additional Line Information |
| Fulfilled Quantity | No | Display Only |
| Fulfillment Details | No | Order Line Attributes |
| Hold Name | Yes | Exceptions |
| Item | Yes | Order Line Attributes |
| Item Description | Yes | Order Line Attributes |
| Item Sub Type | Yes | Order Line Attributes |
| Latest Acceptable Arrival Date | No | Shipping |
| Latest Acceptable Ship Date | No | Shipping |
| Line Category | No | Order Line Attributes |
| Line Type | Yes | Order Line Attributes |
| List Price | No | Display Only |
| Message Type | Yes | Exceptions |
| On Hold | No | Exceptions |
| Orchestration Process | Yes | Orchestration Process |
| Order | Yes | Order Attributes |
| Order Line Status | No | Order Line Attributes |
| Order Status | Yes | Order Attributes |
| Order Type | Yes | Order Attributes |
| Ordered Quantity | No | Display Only |
| Original Order Line Reference | No | Returns |
| Original Order Reference | No | Returns |
| Override Schedule | No | Shipping |
| Packing Instructions | No | Shipping |
| Primary Sales Person | Yes | Order Line Attributes |
| Requested Arrival Date | No | Shipping |
| Requested Ship Date | No | Shipping |
| Return Reason | No | Order Line Attributes |
| Revision Reason | Yes | Revision |
| Sales Agreement | No | Sales Agreements |
| Sales Agreement Line Number | No | Sales Agreements |
| Sales Agrement Version | No | Sales Agreements |
| Sales Product Type | Yes | Order Line Attributes |
| Scheduled Arrival Date | No | Shipping |
| Scheduled Ship Date | No | Shipping |
| Ship To Address | No | Shipping |
| Ship To Customer | Yes | Shipping |
| Ship To Site | Yes | Shipping |
| Ship To Site Name | Yes | Shipping |
| Shipment Priority | No | Shipping |
| Shipped Quantity | No | Display Only |
| Shipping Instructions | No | Display Only |
| Shipping Method | Yes | Shipping |
| Source Order Number | Yes | Order Attributes |
| Source Order System | Yes | Order Attributes |
| Supplier | Yes | Dropshipment |
| Supplier Site | Yes | Dropshipment |
| UOM | No | Display Only |
| Warehouse (Code) | No | Shipping |
| Warehouse Name | Yes | Shipping |
| Your Price | No | Display Only |
You can use all of these attributes to filter the search result except for:
- Display Line Number
- Fulfilled Quantity
- Fulfillment Details
- List Price
- Ordered Quantity
- Packing Instructions
- Shipped Quantity
- Shipping Instructions
- UOM
- Your Price
The search result can display values for all attributes except for the Hold Name attribute.