Guidelines for Managing Sales Orders That Have Inventory Transactions
Use these guidelines to help you manage inventory transactions in Order Management.
Get the Values That You Need
You must specify the correct values on the order line. If you aren't sure whether they're correct, use this section to figure out which values you can use.
Identify Subinventories and Locators
You must specify the correct subinventory and locators on the order line:
-
Make sure you have the privileges that you need to manage subinventories and locators.
-
Go to the Setup and Maintenance work area, then go to the Manage Subinventories and Locators task.
-
Select your organization.
-
On the Manage Subinventories page, notice the subinventories that display in the search results.
You can set the Subinventory attribute on the order line to any subinventory that displays on the Manage Subinventories page that has the Subinventory Type attribute set to Storage, and that has an end date that happens in the future or is empty.
-
Select your subinventory.
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Click Manage Locators.
You can set the Locator attribute on the order line to any value that displays on the Manage Locators page, and that has an end date that happens in the future or is empty.
Identify Lots
You must specify the correct lot on the order line. You can identify the ones that you can use:
-
Make sure you have the privileges that you need to manage inventory.
-
Go to the Inventory Management work area.
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On the Inventory Management page, click Tasks > Manage Item Quantities.
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On the Manage Item Quantities page, search for your item.
You can set the Lot attribute on the order line to any lot where the Subinventory, Locator, and Revision in the search results match the values on the order line. If you're importing, then set the LotNumber attribute.
If you:
| Select a Project on the Order Line? | Lot on the Order Line |
|---|---|
| Yes | You can select a project lot. If you set up Inventory Management so it allows a project to have a common lot, then you can also select a common lot. |
| No | You can select a common lot but not a project lot. |
Identify Serial Numbers
You must specify the correct serial numbers on the order line.
Assume you create an order line with these values:
|
Attribute |
Value |
|---|---|
|
Item |
AS54999 |
|
Warehouse |
M1 |
|
Subinventory |
FGI |
|
Locator |
ABC 1.1.1 |
|
Lot |
LL020 |
|
Revision Number |
A |
Assume you use a serial, lot, or revision to fulfill item AS54999, and that you use a locator to fulfill the FGI (finished goods inventory) subinventory.
You can identify the serial numbers that you can use on the order:
-
Go to the Inventory Management work area.
-
On the Inventory Management page, click Tasks > Manage Serial Numbers.
-
On the Manage Serial Numbers page, search for the value:
Attribute
Value
Item
AS54999
-
Examine the search results.
You can set the From Serial Number attribute and the To Serial Number attribute on the order line to any serial number that displays on the Manage Serial Numbers page where Subinventory, Locator, Lot, and Revision in the search results match the values for these attributes on the order line.
Assume you see these search results:
Serial Number
Item
Subinventory
Locator
Lot
Revision Number
AT341
AS54999
FGI
ABC 1.1.1
LL020
A
AT342
AS54999
FGI
ABC 1.1.1
LL020
A
AT343
AS54999
FGI
ABC 1.1.1
LL020
A
AT344
AS54999
FGI
ABC 1.1.1
LL020
B
AT345
AS54999
FGI
ABC 1.1.1
LL500
A
Assume the quantity on the order line is 2. Here are the values that you can set on the order line:
Attribute
Value
From Serial Number
AT341
To Serial Number
AT342
You can't use serial AT344 because the revision for AT344 is B, but the revision on the order line is A.
You can't use serial AT345 because the lot for AT345 is LL500, but the lot on the order line is LL020.
You can also specify a range of values. Assume the quantity on the order line is 3. Here are the values that you can set on the order line:
|
Attribute |
Value |
|---|---|
|
From Serial Number |
AT341 |
|
To Serial Number |
AT343 |
Here you have a range that includes AT341, AT342, and AT343. Inventory Management will pick all of the serials in the range when it fulfills the item.
If you specify a range, then make sure the search results contain all the values in the range. For example, if you set From Serial Number to AT341, and To Serial Number to AT343, then make sure the search results contains AT341, AT342, and AT343.
Learn about subinventories, locators, and lots. For details, see Considerations for Creating Material Statuses and Considerations for Creating Subinventories and Locators.
Search for Order Lines That Include Inventory Transactions
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Go to the Order Management work area.
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Click View All Actions > Manage Fulfillment Lines.
You can also use the Manage Fulfillment Line Exceptions page.
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Click Advanced Search, then add the Allow Inventory Transaction attribute and the Sent to Inventory attribute to the search.
Revise Sales Orders
Cancel or modify a sales order that has an inventory transaction just like you do with any other sales order. You can modify the quantity, customer details, lot and serial details, the warehouse, subinventory, and so on, or delete the lot and serial details up until Order Management sends the sales order to Inventory Management.
You can't send an order revision to Inventory Management.
Copy Sales Order
Copy a sales order that has an inventory transaction just like you do any other sales order. The copy also copies the Allow Inventory Transaction attribute.
Order Management won't copy your lot and serial details.
Return Sales Orders
Use Attributes in Reports
Use inventory transaction attributes in your Oracle Transaction Business Intelligence (OTBI) and Business Intelligence Cloud Connector (BICC) reports.
Go to the Fulfillment Lines Real Time subject area, then:
-
Use the Allow Inventory Transaction attribute and the Sent to Inventory attribute. Use them in the Fulfillment Lines General Details dimension.
-
Use the Quantity in Lot and Serial Details dimension.
Transfer Orders
Order Management uses a simplified integration to improve performance and resiliency between Order Management and Inventory Management for transfer orders that start in Inventory Management. It helps Inventory Management and Order Management remain synchronized according to the order line's fulfillment status in Order Management.
Assume line 1 has a quantity of 5 for the Glorious Bouquet item on transfer order 456845 in Inventory Management. You interface transfer order 456845 to Order Management, Order Management creates sales order 12345 and adds line 1 to it with a quantity of 5 for the Glorious Bouquet item. Some time later, you cancel line 1 on the transfer order in Inventory Management but the line remains in the Awaiting Shipping status in Order Management so it's no longer synchronized with the line in Inventory Management. Inventory Management sends a request to Order Management to cancel the line. The line remains in a cancel pending status in Inventory Management until Order Management accepts the request.
Let's have a more detailed look to see how this works.
Create Transfer Order
Assume you have an approval rule that Order Management applies before it submits each sales order to fulfillment:
- A supply rule in Inventory Management creates a transfer order and sends a request to Order Management to create a sales order.
- Inventory Management sets the transfer order's status to Awaiting Interface to Order Management while it waits for a reply from Order Management.
- Order Management creates a sales order and applies the approval rule. Assume approval passes.
- Order Management submits the sales order to fulfillment. If the submit:
- Succeeds. Inventory Management sets the transfer order's status to Interfaced to Order Management.
- Fails. Inventory Management sets the transfer order's Interface Status attribute to Order Management Interface Error.
What If it Fails Approval?
If the order doesn't pass approval, then Order Management deletes the sales order and sends a reply to Inventory Management. Inventory Management puts the transfer order into an error status and displays a message:
Order management didn't create a sales order because the Approval action didn't
pass for transfer order 312432. Submit another request to create the sales order or
cancel the transfer order in inventory management.
Order Management applies this same behavior for approvals or trade compliance, and for create, modify, or cancel flows.
Modify Transfer Order
Assume you change the quantity on the transfer order in Inventory Management from 5 to 10:
- Inventory Management sends a request to Order Management to change the quantity from 5 to 10.
- Order Management accepts the request. Inventory Management sets the transfer order's status to Change Submitted.
- Approval passes in Order Management. The transfer order remains in Change Submitted status until Order Management submits the sales order.
- Order Management successfully submits the change to order fulfillment. Inventory Management updates the transfer order's status.
Note
- If Order Management doesn't accept the request, then Inventory Management reverses the quantity on the transfer order from 10 to 5.
- If approval fails or the submit fails in Order Management, then Order Management sets the quantity back to 5 on the sales order and sends a failure reply to Inventory Management. Inventory Management sets the quantity on the transfer order back to 5 and displays a message.
- If Order Management receives a change request from Inventory Management but Order Management is currently processing another change, then Order Management rejects the new change request. Inventory Management reverses the change on the transfer order and displays a message. For example, assume Order Management receives a request from Global Trade Management to screen for trade compliance and starts to process that request. If Order Management receives a change request from Inventory Management while it's still processing the request from Global Trade Management, then it rejects the request from Inventory Management.
- If Order Management encounters an error during order fulfillment, then it might still accept some changes from Inventory Management. Assume a sales order in Order Management with a quantity of 10 goes into a reservation error because there isn't enough supply to meet demand. Some time later you change the quantity on the transfer order in Inventory Management from 10 to 7 and send the revision to Order Management, and Order Management accepts the new quantity. If Order Management can fulfill that quantity, then it reserves the line. If it can't fulfill the quantity, then it puts the line back into reservation error.
Cancel Transfer Order
The cancel flow is similar to the create flow and the change flow, with a few differences:
- If Order Management accepts the request to cancel, then Inventory Management sets the transfer order's status to Cancellation Requested.
- The transfer order remains in the Cancellation Requested status until Order Management submits the sales order.
Guidelines
- Order Management might apply some logic before it submits the sales order to fulfillment depending on how you set up your implementation. For example, if you have set up an approval rule or screening for trade compliance. The example in this topic uses approvals. Order Management applies similar logic for trade compliance.
- Assume Order Management creates a sales order for a transfer order and all order lines are in a single shipment set. If you need to cancel a line on the transfer order, and if one or more lines are in error, then you must cancel all lines in the set.