Track

Use Oracle Inventory Management and Oracle Order Management together to track your dual measures during fulfillment:

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Here's what's happening:

You click Submit on the sales order, then Order Management creates and sends a request to Oracle Shipping.
Oracle Shipping creates a shipment request and populates the requested quantity and the secondary requested quantity according to the standard conversion that you set up for the item.
You can also use the Inventory Management work area to manually create a pick wave, confirm the pick slip, and confirm the shipment.
This feature maintains values for various attributes, such as Secondary Requested Quantity and Secondary UOM. It maintains and displays them throughout your flow across applications.
Inventory Management lets Order Management know that it confirmed the shipment, then you use the Order Management work area to see that it updated the status on the order line to Awaiting Billing.
You can also use the Order Management work area to examine the order line's status, such as Shipped, and to get the same invoice details that Oracle Receivables has on its invoice for the order line.

Note

The Requested Quantity is in the primary Each measure. It contains 9 because you ordered 3 cases, and each case has 3 tuna.
Assume a case sits too long on the shelf and spoils, you pick only 2 cases instead of the requested 3. The Picked Quantity is in the primary Each, so you set Picked Quantity to 6 because each case has 3 tuna. Each tuna weighs 4 pounds each, so Inventory Management automatically sets the Secondary Picked Quantity to 24 because each case weighs 12 pounds and you picked 2 cases.

Assume you already Set up. Here's a summary of what you can do now:

Create pick wave.
Confirm pick slip.
Examine sales order.
Invoice sales order.
Examine invoice details on order lines.
Examine receivables.
Fix the order total.

Create Pick Wave

In this example, you set the picked quantity to a value that's different from the requested quantity. To start, you create a pick wave:

Go to Home Page > Supply Chain Execution > Inventory Management (Classic) > Tasks > Show Tasks > Shipments > Create Pick Wave.

On the Create Pick Wave page, set the values:

Attribute	Value
Release Rule	Standard
Ship From Organization	M1
Order	525940
Customer	Fancy Fish

Click Show More > Options, then set the value:

Attribute	Value
Autoconfirm Picks	Not selected. You can normally leave this enabled, but disable here so you can examine the confirm flow.

Attribute

Value

Autoconfirm Picks

Not selected.

You can normally leave this enabled, but disable here so you can examine the confirm flow.

Click Release Now.
In the Confirmation Dialog, notice the text Number of shipment lines released to warehouse: 1.

Assume Inventory Management creates pick wave 1307257.

Confirm Pick Slip

On the Inventory Management page, click Tasks > Confirm Pick Slips.

On the Confirm Pick Slips page, search for the value:

Attribute	Value
Pick Wave	1307257

In the search results, click the link in the Pick Slip column.

In the Picks area, note the values:

Attribute	Value
Requested Quantity Maximum Picked Quantity	9 Its the quantity in the primary measure, Each. You ordered 3 cases of tuna, and each case has a quantity of 3, so the total is 9.
Secondary UOM	Pounds
Secondary Requested Quantity	36 The conversion rule that you created calculates this value, which is a conversion between the item's primary Each measure and the item's secondary Pounds measure.
Secondary Picked Quantity	Empty

Set the value:

Attribute	Value
Picked Quantity	9 It's the quantity in the primary Each measure.

Attribute

Value

Picked Quantity

It's the quantity in the primary Each measure.

Notice that the work area automatically updates the Secondary Picked Quantity according to the value that you set in the Picked Quantity:

Attribute	Value
Secondary Picked Quantity	36 It's the quantity in the secondary Pounds measure.

Attribute

Value

Secondary Picked Quantity

It's the quantity in the secondary Pounds measure.

You set the Deviation Factor earlier in this procedure to +/- 10%. 10% of 36 is 3.6, so you can set the Secondary Picked Quantity to a:

Low of 32.4 (36 minus 3.6).
High of 39.6 (36 plus 3.6).

You measure the weight of the two cases that you picked and find that they lost weight through evaporation. They actually weigh 34 pounds, not 36 pounds. So you manually decrease the value from 36 to 34, which is above the low range that the deviation allows:

Attribute	Value
Secondary Picked Quantity	34 The Deviation Factor attributes that you set for the item in Product Information Management controls the value that you can set. If you find that the cases you picked weigh less than 32.4 or more than 39.6, then you can't use them. You must pick some other cases.

Attribute

Value

Secondary Picked Quantity

The Deviation Factor attributes that you set for the item in Product Information Management controls the value that you can set.

If you find that the cases you picked weigh less than 32.4 or more than 39.6, then you can't use them. You must pick some other cases.

Set the value, then click Confirm > Confirm and Go to Ship Confirm:

Attribute	Value
Ready to Confirm	Selected.

Confirm the shipment. On the Edit Shipment page, confirm the values, then click Ship Confirm:

Attribute	Value
Line Status	Staged
Requested Quantity Staged Quantity	9 It's the quantity in the primary measure, Each.
Secondary Picked Quantity	34
Secondary Requested Quantity	36

Inventory Management sends an update to Order Management that it confirmed the shipment, and Order Management updates the order's status to Awaiting Billing.

Here's a summary of the shipment line:

Item	Order Line	Line Status	Quantity UOM	Requested Quantity	Staged Quantity	Secondary Picked Quantity	Secondary Quantity UOM
Sushi Tuna	1	Staged	Each	9	9	34	Pounds

Examine Sales Order

Go to the Order Management work area and open sales order 525940.

Notice that the order's total is different than when you submitted it. This happens because you reduced the quantity that you actually picked.

Here's the order line:

Item	Quantity	Status	UOM	Your Price	Amount
Sushi Tuna	3	Awaiting Billing	Case of 3	2	68

Order Management uses the quantity that it receives from Shipping to recalculate the amount so it reflects that actual quantity that you shipped.

Notice the order line's values:

Attribute	Value
Shipped Quantity Fulfilled Quantity	3 You shipped and fulfilled all 3 cases of tuna in the primary, Each.
Secondary Shipped Quantity Secondary Fulfilled Quantity	34 You shipped and fulfilled a total of 34 in the secondary, Pounds.

Attribute

Value

Shipped Quantity

Fulfilled Quantity

You shipped and fulfilled all 3 cases of tuna in the primary, Each.

Secondary Shipped Quantity

Secondary Fulfilled Quantity

You shipped and fulfilled a total of 34 in the secondary, Pounds.

Order Management:

Uses the standard conversion that you created and the line's Quantity attribute to set the Secondary Quantity.
Order Management populates the Secondary Fulfilled Quantity attribute after the fulfillment completion step finishes. See Guidelines for Setting Up Orchestration Process Steps.

Invoice Sales Order

Make sure you have the privileges that you need to administer Oracle Maintenance Management.
Go to Home Page > Supply Chain Execution > Maintenance Management > Tasks > Manage Assets.

Click Show Filters, then search for the values:

Attribute	Value
Item	Sushi Tuna
Sales Order Number	525940

In the search results, click the link in the Number attribute, such as 100100375360194.

100100375360194 identifies the asset that Inventory Management created for the item.

On the Asset page, notice how the feature brought values from Order Management into Maintenance Management:

Attribute	Value
Asset Number	100100375360194
Description	The world's tastiest tuna.
Item	Sushi Tuna
Quantity	3 Case of 3
Secondary Quantity	34 Pounds
Customer	Computer Service and Rentals

Click Last Sales Order Details. Its the fourth icon from the top.

Notice how the Last Sales Order Details page contains a pricing breakdown:

Attribute	Value
Charge Definition	Sale Price
Priced Quantity UOM	Pounds
Product Unit Price	2
Primary	Contains a check mark.
Price Element	Your Price

Recall that the order line is still in the Awaiting Billing status. It means that Order Management sent the line to Oracle Receivables, and the order line is ready to invoice.

Now let's see how we get that to Closed status.

Go to Home Page > Tools > Scheduled Processes, then run the Import AutoInvoice scheduled process to invoice the sales order:

Attribute	Value
Business Unit	Vision Operations
Transaction Source	Distributed Order Orchestration
From Sales Order Number	525940
To Sales Order Number	525940

See Update Intercompany Receivables Invoice Import Details.

Go to the Order Management work area and open sales order 525940.

Look:

Attribute

Value

Item

Sushi Tuna

Status

Closed

It means Oracle Receivables successfully invoiced the line.

Examine Invoice Details on Order Lines

Look:

Attribute	Value
Status	Shipped

Notice the billing attributes on the line. They indicate that the flow successfully invoiced the sales order:

Attribute	Value
Invoice Number	146021
Invoice Amount	68.00 USD

Order Management creates and sends a request to Oracle Receivables to create an invoice. Receivables uses the pricing unit of measure:

If You Use This Attribute on the Order Line To Price the Item	Receivables Will Use These Attributes From the Order Line When It Creates the Invoice
UOM	Fulfilled Quantity UOM
Secondary UOM	Secondary Fulfilled Quantity Secondary UOM

If You Use This Attribute on the Order Line To Price the Item

Receivables Will Use These Attributes From the Order Line When It Creates the Invoice

UOM

Fulfilled Quantity

UOM

Secondary UOM

Secondary Fulfilled Quantity

Secondary UOM

Examine Receivables

Go to Home Page > Receivables > Billing > Tasks > Manage Transactions.

Search for the value:

Attribute	Value
Transaction Number	146021 It's the invoice number that you noted on the order line in Order Management.

Attribute

Value

Transaction Number

146021

It's the invoice number that you noted on the order line in Order Management.

Click 146021 in the search results, then, in the Invoice Details area, notice the values on the invoice line:

Attribute	Value
Item	Sushi Tuna
UOM	Pounds It's the item's secondary measure. Order Management only sends the measure that it used to price the item to Oracle Receivables. In this example, Order Management priced the item in the secondary, so it doesn't send the primary quantity or primary measure to Oracle Receivables.
Quantity	34 It's the quantity that Oracle Shipping actually shipped, in the secondary measure.
Unit Price	2
Amount	68

Fix the Order Total

Examine the order's total:

Go to the Order Management work area, then open order 525940.

On the order page, notice the value at the top of the page:

Attribute	Value
Total	86.40

The order total is 86.40 but the amount on the invoice is 68. Why?

Click the warning icon next to the order total, then examine the warning:

The total amount for sales order 525940 isn't correct. The order fulfillment process updated the amount on one or more order lines in sales order 525940, but the order total doesn't include these updates. To update the total, someone with a job role to manage scheduled processes must go to the Scheduled Processes work area, then run the Update Sales Order Totals scheduled process. Specify order number 525940 when you run the scheduled process. You can also set it up to run automatically on a schedule.

This happens because Oracle Receivables recalculated the order line's extended amount according to the actual quantity that Shipping shipped, but Shipping hasn't sent this change to Order Management. Recall that you changed the quantity during shipping.

Click the 86.40 total, then examine the price breakdown:

Attribute	Value
Total List Price	72.00
Total Tax	14.40
Pay Now	86.40

86.40 reflects the quantity that existed when you submitted the sales order, not that you actually shipped.

To get the order total back in sync with the invoice, go to the Scheduled Processes work area, then run the Update Sales Order Totals scheduled process. For this example, set these values when you run it:

Attribute	Value
From Order Number	525940
To Order Number	525940

We recommend that you run the process only after you invoice the sales order. This makes sure that the order total will match the invoice total.

Go to the Order Management work area, open your sales order, click the 81.60 total, then verify that the sales order's total now matches the invoice total:

Attribute	Value
Total List Price	68.00
Total Tax	13.60
Pay Now	81.60