O2C process
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1. Enter Sales order
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OM->Orders Returns->sales Orders
Enter customer details, ship to, bill to, order type
Lines Tab:
Enter items and Qty required
Save
Line is scheduleted automatically when the line item is saved.
Scheduling/unscheduling can be done manually by selecting schedule/unschedule
from actions menu.
you can check if the item to be ordred is available in the inv by clicking on
Availability button.
Tables Effected:
OE_ORDER_HEADERS_ALL will store header info
OE_ORDER_LINES_ALL will store lines info
FLOW_STATUS_CODE in Header and Line will be 'ENTERED'.
BOOK the Sales Orders
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Book the order by clicking on Book Order button.
Now the order is booked, the status on the header will change accordingly.
Tables Effected
OE_ORDER_HEADER_ALL.FLOW_STATUS_CODE = 'BOOKED'
OE_ORDER_LINES_ALL.FLOW_STATUS_CODE = 'AWAITING_SHIPPING'
WSH_DELIVITY_DETAILS a record will be created with RELEASED_STATUS = 'R' (Ready
to Release).
WSH_DELIVERY_ASSIGNMENTS a record will be inserted
DEMAND INTERFACE Program will run in backgroup and Inserts data into
MTL_DEMAND
LAUNCH PICK RELEASE
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Shipping > Release sales order -> Release Sales Orders
In Shipping Tab key in the below
Auto Create Delivery: yes
Auto Pick Confirm: Yes
Auto Pack Delivery: Yes
In Inventory tab:
Auto Allocate: Yes
Enter the warehouse
Click on Execute now
Pick release process in turn will kick off server other requests like
Pick Slip Report
Shipping Exception Report
Auto pack Report.
Tables Effected:
WSH_NEW_DELIVERIES
Delivery_id is populated in WSH_DELIVITY_ASSIGNMENTS
WSH_DELIVERY_DETAILS.RELEASED_STATUS = 'Y' (Pick Confirmed) if Auto pick
confirm is Y
otherwise RELEASED_STATUS is 'S' (Release to warehouse)
PICK CONFIRM THE Order
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IF Auto Pick Confirm in the above step is set to NO, then the flowwing should be
done.
Inventory Super user > move order > transact movr order
SHIP CONFIRM THE Order
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Order management Super user -> Shipping> Tranasctions
Query the order
Click on Delivery tab
Click on Ship confirm
After completion
The Status in Shipping tranasction screen will be closed.
This will kick off concurrent programs like
INTERFACE TRIP STOP
Commerical Invoice,
Packing Slip Report
Bill of Lading
Tables effected
WSH_DELIVERY_DETAILS.RELEASED_STATUS = C (Ship Confirmed)
OE_ORDER_HEADERS_ALL.FLOW_STATUS_CODE = BOOKED
OE_ORDER_LINES_ALL.FLOW_STATUS_CODE = SHIPPED
CREATE INVOICE:
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Run workflow background process.
ITEM Type: OM order line
workflow background process inserts records into RA_INTERFACE_LINES_ALL
Auto invoice Master program and Auto Invoice import program which created invoice
for the order.
Receivables super user > tranasctions > transctions query with order number as
reference.
Tables:
RA_CUSTOMER_TRX_ALL
RA_CUSTOMER_TRX_LINES_ALL will have invoice information.
CREATE RECEIPT:
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Receivables > Receipts > Receipts
enter details
click on Apply button to apply it to the invoice.
Table: AR_CASH_RECEIPTS_ALL
Transfer to GL:
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Run General ledger Program - to transfer receivables accounting info to GL
Table: GL_INTERFACE
Journal Import:
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To transfer the data from GL interface to GL run the Journel Import Program.
Tables: GL_JE_BATCHED, GL_JE_HEADERS, GL_JE_LINES
POSTING
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GL-> Journel > enter
Select unposted journal one at time and click on POST.
Table: GL_BALANCES.
