Manage Other Behavior on Sales Orders

Get details about actions and attributes that aren't described elsewhere in Using Order Management.

Edit Currency Details

You can edit currency details to override the currency on the sales order's header and to set the conversion to use for accounting:

• Your order administrator determines the currency's default value and the values that you can set when you edit currency details. Contact your administrator for details.

• If you set the Type attribute to User, then set the Rate attribute and the Date attribute.
• You can't edit currency details after you submit the sales order.

Manage the Selling Profit Center

Your order administrator might set up the Order Management work area so you can set the Selling Profit Center attribute on an order line that's different from the business unit on the order header:

• Sell items that belong to more than one profit center in a single sales order.

• You have more than one tax registration across regions, such as across states in the United States. Your order administrator might set up taxing according to the Selling Profit Center. Ask your order administrator for details.

Override Values

You can override values on various pages and tabs of the Order Management work area:

• 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 some other tab, then Order Management adds a blue dot on the line to indicate the difference.

• If you then change the attribute value on the order header or other tab, then Order Management doesn't copy your change to the line that has the blue dot.

Monitor Line Status

The Line Status attribute might not match the item you searched for.

If you query the user request number and status to get the results of a mass action, then the results might be different than what you expect because Order Management might not have finished the mass action for every order line.

For example, if you search for user request number 123 and the Completed user request, then the search results display the completed order lines, but the order line's Line Status attribute might indicate that Order Management is still processing another user request for that line.

For more, see How Order Management Processes Change Orders and How Order Management Fulfills Order Lines.

Watch the Watchlist

You might not be able to see some of the items on your Watchlist because of your Watchlist preferences. These preferences also apply to saved searches that you're using as Watchlist items.

To review your preferences, select your user name or image in the global header, then go to Personalization > Set Preferences > Watchlist.

Here are some other possibilities:

• You deselected saved searches in the Manage Watchlist dialog, so they're no longer used as Watchlist items.

• You deleted saved searches that were used as Watchlist items.

• Your administrator disabled specific predefined Watchlist items or categories for all users.

• Your administrator disabled using saved searches from specific pages as Watchlist items.

• Your administrator removed access to tasks or pages that used to be available to you.

In these cases, you can no longer see the Watchlist items in your Watchlist or in your Watchlist preferences.

Apply Manual Adjustments

Apply manual price adjustments on order lines across sales orders or within a single order. Use this feature on the Sales Order Lines page or the Order page that you use to create and manage sales orders in the Order Management work area, or through REST API:

• Apply an adjustment on one or more charges across order lines in a single request. You can apply a one-time, recurring, or usage charge.
• Use different adjustment types to apply an adjustment on all types of items. You can apply an adjustment on the list price or the net price for a percent adjustment.
• As an option, use the Effectivity attribute to apply an adjustment on a subscription's or coverage's usage or recurring charge for a specific period of time. You must enable the subscription feature.
• Use a filter to search order lines that have a manual price adjustment.

You must set up these features:

• Redwood: Search and Apply Actions on Multiple Sales Orders
• Redwood: Create and Manage Sales Orders

As an option, set up a business rule that sets the default value for each of these attributes on the Add Manual Price Adjustment dialog:

• Type
• Basis
• Effectivity
• Comments

You can also make the Effectivity attribute and the Comments attribute required, or you can hide them. Order Management displays them as optional, by default.

Use Visual Builder Studio to set up the business rule:

1. Go to the Sales Order Lines page or Order page.
2. Click Settings and Actions > Edit Page in Visual Builder Studio > Configure Fields and Regions.

As an option, set up a profile option that sets the default value for the Reason attribute on the Add Manual Price Adjustment dialog:

1. Go to Home > My Enterprise > Setup and Maintenance > Manage Administrator Profile Values.
2. Search for the ORA_FOM_DEFAULT_ADJ_REASON profile.
3. Set this value:

   Profile Level	Product Name	User Name	Profile Value
   Site			Price Match

You can also specify a value for the user name, as needed.

You can use these adjustment types:

• Discount percent
• Discount amount
• Markup percent
• Markup amount
• Price override

You can use these values for effectivity attributes to apply adjustments on a recurring or usage charge for a coverage or subscription:

Attribute Value	For Example, Apply Discount on Monthly Rental of Data Plan For
First Periods	The first 3 months.
Last Periods	The last 6 months.
Specific Periods	The second through to sixth month.
First Full Periods	The first 3 full months.
All Term. This is the default.	All months.

More:

• You can use the Sales Order Action Requests REST API to apply a manual adjustment on a large volume of order lines across sales orders.
• If you attempt to apply the adjustment on two or more lines for a sales order on the Sales Order Lines page, and if Order Management can't apply that adjustment on at least one line for some reason, then it won't apply the adjustment on any line.
• If you attempt to apply a adjustment on two or more order lines on the Order page, then the adjustment might apply on some lines but fail on others. Order Management will display an error message for the failed lines. You can submit the sales order to process the successful updates.
• You can apply an adjustment on order lines only if Oracle Pricing prices the order.

You can’t apply a manual price adjustment on:

• A line on a sales order that already has a revision that's in Draft status. You must discard that revision, and then apply the adjustment on the line.
• An included item, option class, or optional item in a configured item or kit. You must apply the adjustment on the configured item or the kit. If the optional item is eligible for an adjustment, then Order Management will apply that same adjustment on the item.
• A transfer order.

For more, go to REST API for Oracle Supply Chain Management Cloud, then expand:

• • Order Management > Sales Order Action Requests
  • Use Cases > Order Management

See Redwood: Apply Manual Price Adjustment on Multiple Order Lines.