Oracle Fusion Cloud & Oracle Apps Technical: Complete Back-to-Back Sales Order Cycle In Order Management

Wednesday, July 6, 2016

Complete Back-to-Back Sales Order Cycle In Order Management

B2B or Back to back order flow is used to source material from vendor after demand is raised. System will automatically fire a requisition when material is not available in stock and Requisition is converted to a purchase order for material procurement. Lets have a look at complete setups and test cycle. This post will also covers the seeded Order To Cash Flow in Order Management.

Setup Steps

Define Customers
Define Item
Assign item to a price list
Sourcing rules > this is optional setup. we are not going to use this in our test case.

Step 1) Define Customer

For our test case we are going to use "w_Enterprise Builders" as our customer. customer setup we will cover in separate post.

Define Customer

Step 2) Define Item

Second Step is to Define the item and assign it to required organization

Please create a item "Car A" and assign it organization M1. You can use the template "Purchased Item" for the same.

Define Item for B2B Cycle

But Here make sure some attributes like Stockable, Transactable, Purchased, Purchasable, Customer Order enabled etc are ticked as shown in below screenshot.

Also most important setup is to tick "Assemble to Order" in Order Management Tab as B2B Process use ATO process workflow and also make sure in general planning tab, Make or Buy should be selected as Buy.

Item Attributes for B2B item

Assign it org M1.

Step 3) Assign this Item to Corporate Price list

Third step is to assign this item to a price list. we are using Corporate Price list.

Assign Item to Price List

Please note I have given price as 10 on price list which is different from list price mentioned on the item

Test case

Step 1) Create a Sales order for customer "w_Enterprise Builders" and make sure the warehouse is selected as M1

Create a Sales Order

In Others Tab, select Warehouse as M1.

Now move to line Items and add item "Car A". You will see price of the item will default from Price list as 10.

Also Make sure the line ATO flag is ticked and source type on Shipping tab is Internal.

Save you work and progress the order

You will see the status of sales order line will change to "External Req Requested"

Now run the requisition import. you can run it from both purchasing or Order management responsibility. Here give import source as "CTO" rest keep as default

Import Requisition

On successfully running of this request you will can see number of approved requisition created as 1 in output of the request. requisition number you can find from tools>reservation details>supply.

also sales order status is "External Requisition Open"

Our requisition number is 14818

Now navigate to PO responsibility and see the requisition

Use auto create form to convert this requisition into a PO.

AutoCreate PO

Po number created is 6809. Now approve this PO

Sales order line status will now be "PO open"

Make receipt against this PO

Receive B2B PO

after receiving and delivery so line Status will change to "Awaiting Shipping"

Now using release sales order form, release the order for picking on shop floor

Release Sales Order

In shipping tab, please select auto pick confirm as No. If you select it as yes, the move order will be transacted automatically

In inventory tab, specify warehouse as M1 and keep auto allocate as Yes. you can not select auto allocate as no if the auto pick conform is selected as yes. auto pick confirm and auto allocate both related to move order.