1. Implementing Order Management
  2. Import and Fulfill Large Volumes of Sales Orders

Import and Fulfill Large Volumes of Sales Orders

Improve the performance of your order-to-cash flow when you need to fulfill a bunch of sales orders, including orders that have a wide range of order lines.

Use this feature to fulfill a large number of sales orders through Oracle Global Order Promising, Oracle Shipping, and Oracle Accounts Receivable.

Use this feature so you can:

  • Improve performance and reduce the time it takes to import a large volume of sales orders. The Import Sales Orders scheduled process helps you do this.
  • Use pricing algorithms to efficiently price your sales orders.

  • Use the Import and Fulfill Large Volumes of Sales Order feature and the Global Order Promising's High Volume Order Promising feature together to promise a large volume of sales orders.

  • Confirm shipment for a large volume of sales orders. Reduce the need to manually move the shipped order line to the next step.
  • Invoice a large volume of sales order so that you can reduce delays in getting paid from invoices. Reduce the need to manually move the invoiced order line to the next task.

Realize these benefits.

  • Receive, import, and fulfill a large volume of sales orders.
  • Minimize the need for an Order Manager to manually intervene and take corrective action on the sales order.

This topic describes the behavior that Order Management applies when you use the Import and Fulfill Large Volumes of Sales Order feature.

How It Works

Import

You use the Import Sales Orders scheduled process to import your sales orders.

Ship

If you haven’t enabled the Defer Sending Inventory Updates To Integrated Applications option, and if Oracle Shipping confirms the shipment, then:

  1. Oracle Shipping runs the Manage Shipment Interface scheduled process to add shipment details to an interface table, and then runs the Process Responses from Order Fulfillment scheduled process.

    Process Responses from Order Fulfillment sends the shipment details that are in the interface tables to Order Management.

  2. Order Management updates shipment details on the fulfillment line and moves the shipped line to the next fulfillment task.
  3. The Manage Shipment Interface scheduled process runs the Process Responses from Order Fulfillment scheduled process. This flow doesn't run the Send Shipment Advice scheduled process to reduce the total number of scheduled processes that are running.
  4. If the scheduled process can't process a shipment from the interface table, and if Oracle Shipping already confirmed the shipment, then the order line in Order Management will have an error message. See the troubleshooting section later in this topic.

For details about Defer Sending Inventory Updates To Integrated Applications option, see Fix an Order Status That Doesn't Update to Shipped.

Invoice

If Oracle Receivables has billed the lines, then:

  1. Oracle Receivables runs the Notify Feeder System of Receivables Transactions scheduled process, adds billing details to the interface table, then runs the Process Responses from Order Fulfillment scheduled process. For details, see Get Things Moving Again in Accounts Receivable.
  2. Process Responses from Order Fulfillment sends billing data from the interface tables to Order Management.
  3. Order Management updates the invoice details on the fulfillment line and moves the billed line to the next fulfillment task.
  4. The Import Receivables Transactions Using AutoInvoice scheduled process creates invoices in Oracle Receivables from sales order data, and then runs the Notify Feeder System of Receivables Transactions only one time. It does this to reduce the total number of scheduled processes that are running.
  5. If the scheduled process can't process a billing from the interface table, and if Oracle Receivables already billed the order, then the order line in Order Management will have an error message. See the troubleshooting section later in this topic.

Guidelines

See Guidelines to Import and Fulfill Large Volumes of Sales Orders.

Summary of the Set Up

  1. Enable the feature.
  2. Set up profile options.
  3. Manage administrator profile values.
  4. Set up order profiles.
  5. Set up parameters.
  6. Import your data.
  7. Test.

Enable the Feature

  1. Go to the Setup and Maintenance work area, then select the Order Management offering.
  2. Click Change Feature Opt In.
  3. On the Opt In page, in the Order Management row, click the pencil.
  4. On the Edit Features page, add a check mark to the Import and Fulfill Large Volumes of Sales Order feature, then click Done.

    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.

Set Up Profile Options

  1. Go to the Setup and Maintenance work area, then click Tasks > Search.

  2. Search for, then open the Manage Profile Options task.
  3. On the Manage Profile Options page, search for the FOM_IMPORT_VIA_REST_BACKEND profile option. If it doesn't already exist, then create it.
    Attribute Value
    Profile Option Code FOM_IMPORT_VIA_REST_BACKEND
    Profile Display Name Import Large Sales Orders Through REST API
    Application Order Management
    Module Application Common
    Description Improve performance when you import a sales orders that has a large number of order lines.
    SQL Validation Leave empty.
    Start Date Set it to yesterday.
  4. Create a profile option.
    Attribute Value
    Profile Option Code FOM_HVOP_SHIP_NUM_PROCESS
    Profile Display Name Number of Child Scheduled Processes for High Volume Sales Orders
    Application Order Management
    Module Order Management
    Description Allows you to specify the number of child processes to run for each instance of the Process Responses from Order Fulfillment scheduled process.
    SQL Validation Leave empty.
    Start Date Set it to yesterday.
  5. Create another one.
    Attribute Value
    Profile Option Code FOM_HVOP_SHIP_BATCH_SIZE
    Profile Display Name Number of Responses to Process for High Volume Sales Orders
    Application Order Management
    Module Order Management
    Description Allows you to specify the total number responses to process for each instance of the Process Responses from Order Fulfillment scheduled process.
    SQL Validation Leave empty.
    Start Date Set it to yesterday.
  6. Create another one.
    Attribute Value
    Profile Option Code FOM_USE_HVOP_ORCH_DATA
    Profile Display Name Improve Performance When Orchestrating Large Orders
    Application Order Management
    Module Application Common
    Description Improve performance when Order Management orchestrates a sales order that has a large number of order lines.
    SQL Validation Leave empty.
    Start Date Set it to yesterday.
  7. Create another one.
    Attribute Value
    Profile Option Code FOM_MERGE_ORDER_PROCESSING
    Profile Display Name Improve Performance When Revising Large Orders
    Application Order Management
    Module Application Common
    Description Improve performance when you revise a sales order that has a large number of order lines.
    SQL Validation Leave empty.
    Start Date Set it to yesterday.
  8. Create another one.
    Attribute Value
    Profile Option Code ORA_DOO_SKIP_AVAILABILITY
    Profile Display Name Improve Performance When Revising Large Orders In Workarea
    Application Order Management
    Module Application Common
    Description Improve performance when you use the Order Management work area to revise a sales order that has a large number of order lines.
    SQL Validation Leave empty.
    Start Date Set it to yesterday.
  9. Create another one.
    Attribute Value
    Profile Option Code QP_USE_ALG_TO_CALCULATE_TOTALS
    Profile Display Name Use Predefined Pricing Algorithms to Calculate Order Totals
    Application Order Management
    Module Application Common
    Description Improve performance when Order Management calculates the order total and the sales order has a large number of order lines.
    SQL Validation Leave empty.
    Start Date Set it to yesterday.
  10. Use the Profile Values area to set the values for each of your new profile options.
    Level Enabled Updatable
    Site Y Y
    Product N N
    User N N

Manage Administrator Profile Values

  1. Go to the Setup and Maintenance work area, then click Tasks > Search.

  2. Search for, then open the Manage Administrator Profile Values task.
  3. Search for the value.
    Attribute Value
    Profile Display Name Number of Child Scheduled Processes for High Volume Sales Orders
  4. Set the values.
    Attribute Value
    Profile Level Site
    Profile Value 10
  5. Search for the value.
    Attribute Value
    Profile Display Name Number of Responses to Process for High Volume Sales Orders
  6. Set the values.
    Attribute Value
    Profile Level Site
    Profile Value 500

Set Up Order Profiles

  1. Go to the Setup and Maintenance work area, then go to the task:

    • Offering: Order Management

    • Functional Area: Orders

    • Task: Manage Order Profiles

  2. On the Manage Order Profiles page, set the value for the Respond Immediately on Start of Submission Request profile so Order Management can start the import right away.
    Profile Level Profile Value
    Site Yes

See Use Order Profiles to Control Order Management Behavior.

Set Up Parameters

  1. Go to the Setup and Maintenance work area.
  2. Use the Manage Order Management Parameters task to set the parameters.
    Parameter Value
    Use Pricing Algorithms to Calculate Totals for Sales Order Yes
    Number of Processes for Order Import

    40

    Adjust this value during your performance testing, as necessary.
    Response Time in Seconds

    Response Time in Seconds for Copy Action

    Return Control to Users After Requests to Save Sales Orders

    		 Set each of these parameters to 5 seconds.

    See Manage Order Management Parameters.

Import Your Data

See:

Test

  1. Go to the Order Management work area.
  2. Don't search for and open the order. Instead, use the Sales Orders page or the Mange Fulfillment Lines page to display the sales order or the order's lines.
    • Review the line status. Use Query By Example to filter lines and examine status, as necessary.
    • If your sales order has a few exceptions, then make the corrections directly on the order line, and then Submit. Avoid saving before you submit. If necessary, you can also use the Recover Process action. For details, see Fix Errors in Sales Orders.
    • If your sales order has a large number of exceptions, make the corrections in your REST API payload or FBDI template, then import the order again.