Order Management Trouble Shooters
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1. Scenario:
The User wants to do the order entries using Customer Item codes, in place of
his own item codes.
User wants to do order entry in terms of
customer items instead of internal item names. How to accomplish this with
minor customizations?
1.1. Solution:
1.
Go to Folder --> Unhide and choose the
column Item Identifier for display
2.
Set the item identifier as Customer Item
3.
Now you can enter the customer item code, in the
item of sales order form.
2. Scenario:
There are purchase receipts when the receipts with less than ordered happened
but the POs are closed. Want to track the total pending quantities from the
supplier.
Try Purchase orders summary report, export to Excel
and consolidate the due quantities. Beyond this, it needs customization.
3. Scenario:
Is there any defaulting rule that can be applied when creating new customer, the
user wants to make customer type to Person instead of Organization, is it
possible?
3.1. Solution:
3.1.1.It
should be possible using Forms Personalization or custom.pll.
3.1.2.For
the trigger WHEN-NEW-FORM-INSTANCE, assign the value PERSON to the field CUSTOME_TYPE
of the CTRL block.
3.1.3.In
the "Actions" tab, choose:
- Object Type:
Item
- Target Object:
CTRL.CUSTOMER_TYPE
- Property
Name: INITIAL_VALUE
- Value: PERSON
4. User
wants a query to make to find all the Sales orders pending for a specific
Customer.
4.1. Solution:
4.1.1.You
can run the report Sales Person Order Summary report / Detail Report to get
this data. Give the entire range of Sales reps and enter the customer name for
which you want to see the pending orders.
4.1.2.Other
options is Sales order organizer where you can see the list of Sales order
lines against a Customer. But you can’t give a range of selection in this
screen.
4.1.3.Orders
Summary Report can be used please pass the Customer Name (From/To) which is
optional - please see the order management user guide for this standard report.
4.1.4.Other
option is to develop simple query like -
select * from apps.oe_order_headers_all where customer_id =' customer
id' ---- provide the customer id
5. Scenario:
The user has a situation where the sales
rep must find it easy on identifying the items that are specific to customer.
All customers may not purchase the same type of items. Some plastic items and
some automobiles and so on. By certain
logic user may want to populate only the items which are relevant to the
customer.
5.1. Solution:
5.1.1.If
you are in R12, You can set the Item Orderability rules to populate specific
set of items in an OU as per the rules defined.
You should make sure the profile OM: Use materialized
view for Items LOV is set to Yes apart from defining the item orderability
rules.
5.1.2.If
you are in 11.5.10 then the only way use the item identifier type in the
customer ship to as 'Customer" this will allows to make orders in customer
items for that specific customer ship to - where in this requires to setup
customer cross reference. This case when you try entering the parts in the
order LOV will display only the customer cross reference parts.
6. Scenario:
The user by mistake launched the pick release and wanted to restore the Sales
order line to Awaiting shipping status from Picked. How can this be
accomplished?
6.1.1.Backorder
your delivery line. The back ordering withdraws the reservations and reset the
line to status Awaiting Shipping.
(1) Navigation:
Order Management à Shipping Transactions
(2) Search
for the order number (System Source = Order Management).
(3) On
the delivery line in the delivery tab, clock Ship Confirm
(4) Click
Back Order Button
7.
Scenario: We have got assemblies with in option
classes with decimal values. They are not getting reflected on the
configuration once we populate, in spite of being optional flag ticked.
7.1. The
Profile CZ: Populate Decimal Quantity Flags must be set to Yes to make sure the decimal quantities are populated.
8. User
wants restrict ordering of only some items based on customer.
For example, a customer may order plastic items and other orders only metal
parts. Can someone guide on personalization?
8.1. You
may try to manipulate the item identifier type in the customer ship to by
setting as 'Customer". This will allows to make orders in customer items
for that specific customer ship to - where in this requires to setup
customer cross reference. This case when you try entering the parts in the
order the LOV will display only the customer cross reference parts
8.2. (R12 only) You can set the Item
Orderability rules to populate specific set of items in an OU as per the rules
defined.
You should make sure the profile OM: Use materialized view
for Items LOV is set to Yes apart from defining the item orderability rules.
Else the system understands as if Item Orderability is not implemented.
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