Redwood: Use More Attributes and Set Up Rules to Prioritize Order Lines for Reservations

Welcome to the training for Oracle Fusion Order Management in Oracle Supply Chain Management Cloud. In this demonstration, we will search and reserve multiple order lines across order, using reservation priority rules on the new Redwood Sales order page in the Order Management work area.

This is an enhancement to the feature added in earlier update to prioritize order line for reservation using date attributes. You can now use six more attributes. The attributes are customer, customer class, shipment priority, demand class, sales channel, and order type, and use reservation priority rule to prioritize order line for reservation. Now let's review the reservation priorities set up before we reserve the order line.

You can open this page using the Reservation Priority for Sales Order quick action in the Order Management work area. Here are the Reservation Priority page. You can see two sections on this page. Use Set Default Sorting Order section to define the default sorted order for specific attributes. Then use them to prioritize your order line for reservation like you did for date attributes in earlier update.

You can use Rules section to define reusable reservation priority rules, and use them to prioritize your order line for reservation. Let's review the Prioritize Export and Institutional Order rule. This is a user defined rule that we will use when we reserve the order lines.

As you can see, it's an active and default rule. It prioritizes order lines based on order type and scheduled ship date. It also assigns highest priority to export orders, followed by institutional order, then other order types, as you can see here.

The Scheduled Ship Date with sorting order as Ascending, and shows that within the Order Types, orders closer to the scheduled ship dates receive higher priority for reservation.

Let's now reserve the order lines. We are now on the Sales Order Line Search page. Let's utilize a saved search to display all order lines awaiting reservation and schedule to ship within next one week.

Notice that these order lines are for 19-inch and 22-inch LCD monitor items. There are mix of export order, institutional orders, and standard orders. These are the order types. Also notice that total order quantity for 19-inch LCD monitor is 52, and it is 30 for 22-inch monitor. Now let's select all the lines and attempt to reserve them.

Notice that the system applies the default reservation priority rule and it's set up that we reviewed earlier. The Use Reservation Priority Rule toggle is enabled by default using the business rule. Let's click the Reserve button.

It submits the request in the background, as you can see. Let's go to the Action Status and review the status of request that we submitted for reserving these lines.

We are now on the Action Status page. As you can see, the process has completed with errors indicating that some lines are not reserved. Let's click the Process ID link to drill down to review the action report.

We can see that all the order lines except one for 19-inch LCD monitor were reserved. The error message shows that enough quantity is not available in the warehouse to reserve. The reason reservation failed for the line, because the quantity that's available to reserve for the 19-inch LCD monitor in the Boston manufacturing warehouse is 50, but the ordered quantity is 52.

It failed particularly for this line because order type for order number 525830 is standard, and its line has the farthest scheduled ship date, so it was the last in the sequence of order lines for the 19-inch LCD monitor for reservation. All lines were reserved for the 22-inch LCD monitor item because there is enough quantity available to reserve. This concludes the demo. Thanks for listening.