Line Status Flow in Order Management

Line Status in Order Management Suite An Oracle Topical Essay Updated September 2002

Line status in Release 11i Oracle Order Management and Shipping Execution Release 11i provides line status to best reflect the stage of the process for the order line and delivery line. Starting in R11i.4, Oracle Shipping Execution expanded the status offering with the addition of four new statuses: Released to warehouse, Backordered, Staged, and Shipped. In R11ifamily pack H, Oracle Shipping Execution further expanded the line status visibility with the addition of the new View Shipping Status window. It can be accessed from the Delivery list of Actions on the Shipping Transactions form. This topical essay will cover the flow and definitions of the order line and delivery line status from time of order entry to invoice. Additionally, a table is provided at the back of this document to serve as a quick reference for viewing Actions and associated line status within the: 1- Order Organizer, 2- Sales Order form, and 3Shipping Transactions form.

Standard Flow (also includes PTO) Line Status Flow

Oracle Order Management captures the order line status in the Sales Order Pad on the Line Items Main tab in the status field and in the Order Organizer on the Summary and Line tabs. Oracle Shipping Execution displays the delivery line status in the Shipping Transactions Form on the Lines/LPN Main tab in the Line Status field. For a standard flow the statuses are: Begin by placing the order in Order Management (OM): Entered (OM): Order is saved but not booked. Booked (OM): Order is booked. Scheduled (OM): A user can customize the Workflow to show the Scheduled status which indicates that the order line has been successfully scheduled. When the ship line logic starts, the order line status changes to Awaiting Shipping. Awaiting Shipping (OM): Order is booked but lines are not yet picked. Open (OM): This status of a delivery on the Additional Line Information form indicates that none of the delivery lines associated with that delivery have been ship confirmed. Navigating to Shipping Execution, the delivery line status flow is: Ready to Release (SE): Order line is booked and passed to Shipping Execution. It is now a delivery line that is eligible for Pick Release. Submitted for Release (SE): In Release 11i.4, Submitted for Release status changes name to Released to warehouse. Released to Warehouse (SE): Pick Release has started but not completed. Either no allocations were created or allocations have not been Pick Confirmed.

2

Not Ready to Release (SE): A delivery line may be in this status when it is interfaced manually into Shipping, is not scheduled and has no reservations. When lines are imported automatically from Order Management this status is not used. Released (SE): Pick Release has run successfully. The action has translated the delivery lines into move order lines in Inventory. The move order lines have been allocated and pick confirmed. Once a delivery has been created, the delivery and its associated delivery lines are eligible for Ship Confirm. This status is no longer valid starting with Release 11i.4. Released was replaced by the following three additional statuses: Backordered (SE): The delivery line is pick released but no allocations were created or partial allocations occurred. As an example, if a delivery line has a quantity of 100, and at pick release only 25 are available for allocation, the original delivery line splits to create a new line (quantity of 75) for the unallocated portion with a status of Backordered. The quantity on the original delivery line changes to 25 to reflect the allocated portion with a status of Staged/Pick Confirmed. Staged/Pick Confirmed (SE): The delivery line is successfully pick released. It occurs after pick confirm to indicate subinventory transfer from source location to staging location is complete. Lines staged until they are ship confirmed. Both Backordered and Staged/Pick Confirmed status provide the ability to perform opportunistic cross-docking for warehouse organizations with Oracle Warehouse Management System (WMS) installed. Shipped (SE): This line status indicates that the delivery associated with the delivery line(s) is ship confirmed. In Transit (SE): This delivery status indicates that the delivery associated with the line is ship confirmed and the pick up stop is closed. Confirmed (SE): This delivery status indicates that the delivery line is either shipped or backordered and the trip stops are open. Navigate back to Order Management and query the order which results in OM pulling updated Pick Release information from Shipping Execution (in R11i.4, these statuses will occur after Staged/Pick Confirmed and Backordered respectively): Picked (OM): Pick release has completed normally (both allocation and pick confirm). The delivery associated with the delivery line(s) may have also been Ship Confirmed but the Delivery may not be set in transit and the Trip may not be closed. Picked Partial (OM): This status occurs when a delivery line is not allocated the full quantity during Pick Release and Ship Confirm has not occurred. The delivery line splits during Ship Confirm and the information passes to Order Management through the Process Order API. The order line then splits to reflect the changes that occurred during the Shipping process. As an example, a customer orders quantity 50. There are 20 on hand in inventory. The delivery line splits into two delivery lines and therefore represents two order lines in Order Management. The order line with quantity 20 has the status of Picked or Shipped depending on whether or not the delivery line is Ship Confirmed, the Delivery set in transit and the Trip closed. The second order line with a quantity of 30 has a status of Awaiting Shipping.

3

Shipping Execution pushes status information to Order Management once Ship Confirm is completed: Shipped (OM): The delivery associated with the line is Ship Confirmed. The Delivery status is set to in transit. This status appears in the Additional Line Information at the Pick Status field. Interfaced (SE): If delivery was sourced from Oracle OM: The delivery line is shipped and the OM Interface and Inventory Interface concurrent processes have completed. If delivery was sourced from an Oracle Application other than OM: The delivery line is shipped and the Inventory Interface concurrent process has completed. Awaiting Fulfillment (OM): Not all shippable lines in a fulfillment set or a configuration are fulfilled. This is a synchronization step within the Workflow process. Fulfilled (OM): All lines in a fulfillment set are fulfilled. Note: Fulfillment Sets are defined as a group of order lines that get fulfilled together. Items that are not shippable can be in fulfillment sets with shippable items, and then will not be fulfilled (and therefore invoiced) until the shippable items are fulfilled. A line can belong to either a ship set or an arrival set, but can belong to multiple fulfillment sets. Interfaced to Receivables (OM): Invoice Interface has been launched. Order Management writes information to Receivables tables. Partially Interfaced to Receivables (OM): This status is used in a PTO flow and indicates that the particular PTO item is required for revenue. Closed (OM): Closed indicates that the line is closed. It does not necessarily indicate that the line is interfaced to Accounts Receivable (AR) since you must “close line” activity in a no-bill flow. Canceled (OM): Indicates that the line has been completely canceled. No further processing will occur for this line.

4

The following scenario will emulate a Standard customer order from the first customer call to the invoice. The line status will assist the customer service agent on the Shipper's side to answer the questions of the Customer. Entered Status (OM)

A customer calls and begins placing an order with the customer service representative. The customer is unclear whether or not the order is complete and indicates that he/she will call back to finish placing the order. The customer service representative saves the order to capture the current information but will not book the order because the customer has indicated that the order is not complete. Both the Order Header and the Order Lines associated with the customer call will have the status of Entered once the order is saved. The line on the order exists in the system and can be queried when the customer calls back to complete the order. The following window illustrates the Sales Order form with a status of Entered.

Entered status on the Line Items’ Main tab in Sales Order form.

5

Booked Status (OM)

The customer service representative receives a second call the customer and adds two additional lines to the order. The customer indicates that the order is complete so the user Books the order. The following window illustrates the Sales Order form with a status of Awaiting Shipping.

Awaiting Shipping status on the Line Items’ Main tab in the Sales Order form.

The Order Information tab shows that the order status is Booked.

Booked status on the order header in the Sales Order form

Ready to Release Status (SE)

6

Once the order has been booked, the information passes to Shipping Execution. Order lines appear as delivery lines. Initially, it is a one to one ratio of order line to delivery line. The customer service agent calls the warehouse to ensure that the order that was just booked has appeared in Shipping Execution. The warehouse clerk queries the delivery lines by the order number provided by the customer service representative and indicates that the Line Status is Ready to Release indicating the delivery lines are eligible for Pick Release. The customer service representative has been assured that the booked order lines are visible in the Shipping Transactions form and are ready for the next step, Pick Release. The following window illustrates the Ready to Release status on the Lines/LPNs tab in the Shipping Transactions form.

Ready to Release in the Shipping Transactions form.

7

Staged/Pick Confirmed and Released to Warehouse Statuses (SE)

The warehouse clerk launches Pick Release. Upon querying the delivery lines by order number, the warehouse clerk will see that the Pick Release status is: Staged/Pick Confirmed for those delivery lines that have received allocation and Pick Confirmed successfully and Released to Warehouse for delivery lines that require a manual Pick Confirm or have not been allocated. The following window illustrates the Staged/Pick Confirmed and Released to Warehouse statuses on the Lines/LPNs tab in the Shipping Transactions form.

Staged/Pick Confirmed and Released to Warehouse statuses in the Shipping Transactions form.

8

Picked and Awaiting Shipping Statuses (OM)

The customer who placed the order calls up and wants to know the status, the customer service representative queries up the order in the Order Organizer and finds that the status of the lines are Picked and Awaiting Shipping. The customer service representative is equipped to report that two of the order lines are processing smoothly as they have been picked from their source location and transferred to the staging location within the warehouse. The customer service representative can also inform the customer that the third order line has been released to the warehouse. The following window illustrates the Picked and Awaiting Shipping statuses on the Line Items’ Main tab in the Sales Order form.

Picked and Awaiting Shipping statuses in the Sales Order form.

9

Closed and Picked Status (OM)

The warehouse clerk has just Ship Confirmed the delivery associated with the delivery lines corresponding to the customer’s order. The warehouse clerk used the check boxes on the Ship Confirm form to automatically set the delivery in transit and close the trip. Order Management will be updated through the Process Order API and the order lines that previously had the status of Picked will now show a status of Closed. The customer calls back to check the status of the order, the customer service representative can tell the customer the date(s) that two of the order lines physically shipped from the warehouse. The customer service representative can also inform the customer that the third order line has been Picked, indicating that the next function is to ship the product. The following window illustrates the Closed and Picked statuses on the Line Items’ Main tab in the Sales Order form. NOTE: For a short time immediately following ship confirm, the order line status will show as ‘Shipped’ while OM interfaces with Receivables so that the customer can be invoiced. When the interface to Receivables is completed the line status in Order Sales form changes to ‘Closed’.

Closed and Picked statuses in the Sales Order form.

10

ATO Line Status Flow A customer calls up Computer ABC and orders a laptop computer with a 56k modem and 64 megs of memory. This order will be processed as an Assemble to Order item. The line status flow will be: Entered Booked Create Configuration Item Eligible: Booked (item, options, option classes) BOM and Routing Created (configuration item) Create Supply Order Eligible: Booked (item) BOM and Routing Created (configuration item) Awaiting Fulfillment (options and option classes) Import Delivery Lines: Booked (item) Configuration Item Created: The configuration item, bills of material and routing have been created and the line is eligible for creating production orders (Production Eligible). Production Open (configuration): A work order has been linked to the order line. Awaiting Fulfillment (options and option classes) Release the job in WIP: Production Partial (configuration): Production has been partially completed. Complete the job in WIP: Production Complete (configuration): Entire production is complete. Pick Release Ready to Release (SE) Staged/Pick Confirmed (SE) Ship Confirm Staged/Pick Confirmed (SE) Fulfilled Invoice Closed

11

Bill Only Line Status Flow A customer calls up to place an order for Service, which is a non-shippable item. The line status flow of this order will be: Entered Booked Invoiced Closed

Returns Line Status Flow Entered Booked Awaiting Return Disposition: Item requires inspection before Purchasing can create a receipt. Awaiting Return: Purchasing creates a receipt of the item. Returned: Item has been received and accepted.

Drop Ship Line Status Flow Entered Booked Purchase Release: Item requires inspection before Purchasing can create a receipt. Awaiting Receipt: Purchasing creates a receipt of the item. Interfaced to Receivables Closed

12

Order and Delivery Line Statuses The following table shows the status of order lines and delivery lines after the action in the first column has been performed. The top block shows the status of the Order Organizer and Sales Order form and the bottom block shows the status of the Shipping Transactions form. Here is an example of how to read the lines in the table: Immediately after you autocreate a delivery, the status of all the entities will be as listed in the Create Trip column of the table. • • • • • • • • • • • • •

The Order Organizer Summary form will show the status of ‘Booked’ The Order Organizer Lines form will show the status of ‘Awaiting Shipping’ The Order Information Main tab of the sales order pad will show the status of ‘Booked’ The Line Items tab of the sales order pad will show the status of ‘Awaiting Shipping’ The Delivery tab of the Additional Line Information window will show the status of ‘Open’ The Pick Status tab of the Additional Line Information window will show the status of ‘Ready to Release’ The Trip Status tab of the Additional Line Information window will show the status of ‘Open’ The Delivery Line: Line Status of the Shipping Transactions form will show the status of ‘Ready to Release’ The Delivery Status of the Shipping Transactions form will show the status of ‘Open’ The Stop Status of the Shipping Transactions form will show the status of ‘Open’ The Stop Activity Status at Origin and Destination on the Shipping Transactions form will show the status of ‘N/A’ The Trip Status of the Shipping Transactions form will show the status of ‘Open’ The Trip Activity of the Shipping Transactions form will show the status of ‘N/A’

Order Organizer

Entity

Summary

Lines

Sales Order Form Order Information Main Tab Status

Actions Enter Order Book Order

Entered Booked

Entered Booked

Booked

Entered Awaiting Shipping Awaiting Shipping Awaiting Shipping Awaiting Shipping Awaiting Shipping Picked

Create Trip

Booked

Autocreate Delivery Assign Delivery to Trip Pick Release Delivery Pick Release Delivery Pack Line

Booked

Booked

Ship Confirm Ship Confirm Back Order Line Qty.

Booked Booked Booked

Booked Booked

(1)

Line Additional Line Information Items Tab Status Delivery Pick Trip Status Status Status N/A Open

N/A Ready to Release

N/A N/A

Open

Ready to Release

Open

Open

Ready to Release

Open

Open

Ready to Release

Open

Open

Picked

Booked

Picked

Open

Closed Closed Awaiting Shipment

Booked Booked Booked

Shipped (2) Closed Awaiting Shipping

Closed Closed Open

Released to Warehouse (1) Staged/Pick Confirmed Staged/Pick Confirmed Shipped Shipped Backordered

Open

Booked

Entered Awaiting Shipping Awaiting Shipping Awaiting Shipping Awaiting Shipping Awaiting Shipping Picked

Booked Booked Booked Booked

Open

Open Open Closed Closed N/A

Occurs when pick release has started but not completed. Either no allocations were created or allocations were not yet been pick confirmed.

(2)

Occurs when deferred interface is turned on and interface has not kicked off.

13

Shipping Transactions Form Entity Action Order Entered Order Booked Create Trip Autocreate Delivery Assign Delivery to Trip Pick Release Delivery Pick Release Delivery Pack Line Ship Confirm Back Order Line Qty. Close pick up Stop Interface Order Mgt. Arrive Stop Trip Close Final Stop

Delivery Line Line Status

Delivery Status

N/A

N/A

N/A

Ready To Release N/A Ready To Release Ready To Release

N/A N/A Open Open

Open/Open

Awaiting Pick up

Released to Warehouse (1) Staged/Pick Confirmed Staged/Pick Confirmed Shipped

Open

Open/Open

Open

Open/Open

Open

Open/Open

Confirmed

Open/Open

Backordered

Confirmed

Open/Open

Shipped

In Transit

Closed/Open

Interfaced

In Transit

Closed/Open

Shipped

In Transit

Shipped

Closed

Closed/Arrive d Closed/Closed

Awaiting Pick up Awaiting Pick up Awaiting Pick up Awaiting Pick up Awaiting Pick up Picked Up Picked Up Picked Up Picked Up

(1)

Stop Status Org/Dest

Trip

Activity Origin Dest.

Status

Activity

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A N/A

N/A N/A

Open N/A

N/A N/A

Awaiting Drop off

Open

Remaining

Awaiting Drop off Awaiting Drop off Awaiting Drop off Awaiting Drop off Awaiting Drop off Awaiting Drop off Awaiting Drop off Awaiting Drop off Dropped Off

Open

Remaining

Open

Remaining

Open

Remaining

Open

Remaining

Open

Remaining

In Transit In Transit In Transit Closed

On Board On Board Unloading Complete

Occurs when pick release has started but not completed. Either no allocations were created or allocations were not been pick confirmed.

14

Line Status - June 2001 Author: Tim Conroy Copyright © Oracle Corporation 2000 All Rights Reserved Printed in the U.S.A. This document is provided for informational purposes only and the information herein is subject to change without notice. Please report any errors herein to Oracle Corporation. Oracle Corporation does not provide any warranties covering and specifically disclaims any liability in connection with this document. Oracle is a registered trademark.

Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: 650.506.7000 Fax 650.506.7200 Copyright © Oracle Corporation 2000 All Rights Reserved

15