MANUAL SHIP CONFIRM PROCESS IN ORDER MANAGEMENT ORACLE EBS R12.2

MANUAL SHIP CONFIRM PROCESS IN ORDER MANAGEMENT ORACLE EBS R12.2

MANUAL SHIP CONFIRM PROCESS IN ORDER MANAGEMENT ORACLE EBS R12.2

Concept: Once the pick release and pick confirm process is over, the details will be assigned to deliveries. Deliveries will be assigned to trips and trip is collections of stops.

• Below is the process flow in manual shipping process.

• Let’s discuss the complete process in detail below.

STEP 1: We are creating an Item in Master Organization and applying to the Inventory. Let’s increase the quantity of the material by taking miscellaneous receipt for an example.

Invoking: Inventory->Items->Master Items

• ITEM CREATED: Data card
• On Hand Quantity : 200
• Unit Price : $15

STEP 2: Now switch to the “Order Management Super User Responsibility”->Shipping Parameters uncheck the two check boxes “Auto create Deliveries” and “Auto Allocate” so that we can transact the move orders and manually view the shipping process.

STEP 3: Now let’s book a Normal sales order, just as below.

Invoking: Order Management Super User->Orders & Returns->Sales Order

In the above we have booked a sales order with six line items respectively.

STEP 4: Now we are going to release the Sales order

Invoking: Order Management Super User->Shipping->Release Sales Order->Release Sales Order

Let’s check the shipping transaction here.

Invoking: Order Management Super User->Shipping->Transactions

• Now here we can see that the line status of the shipping transaction is released to Warehouse with the next step as Transact move order with move order # generated if we scroll to right.

STEP 5: Let’s transact the move orders from switching the responsibility to Inventory.

Invoking: Inventory-> Move Orders->Transact Move Orders

Query by the Move order # and select the line, allocate and Transact as below.

If we check the sales order status it will be picked.

STEP 6: Now we are going to perform the below process manually.

• Delivery
• Path by Stop
• Path by Trip

The current status of the sales order is below:

PROCESS	LINE STATUS	DELIVERY STATUS	PATH BY STOP	PATH BY TRIP	SALES ORDER LINE STATUS
After Releasing the Sales Order/Transact Move order	Staged/Pick Confirmed	BLANK	BLANK	BLANK	PICKED

Now we are going to check each step in detail.

• In Shipping Transaction dialog box, select the Lines/LPNs Tab
• We can view the Line status as Staged/Pick Confirm; now select the lines for which the shipment has to be done by using Ctrl +     Arrow.
• After selection click on Actions-> Auto Create Deliveries just as below.

• Now we can see that Delivery Tab is open after Auto Create Deliveries.

Here lets Ship confirm the order by removing the check box for the below.

• Set Delivery in Transit
• Close Trip

• Now if you re query the shipping transaction the Delivery status will be Confirmed just as below.

• Now the Pick by Stop Tab is displayed as below with open status with two activities “Awaiting Pickup” and “Awaiting drop off” which means the item has to be provoked to pick up and required to be delivered to the destination.

STEP 7: In order to provoke Pickup, select the Activity Awaiting Pickup and select update status from action so that you can close the pick up as below.

• Now if you witness, the Pickup activity is closed and simultaneously if you check the sales order status it will be displayed as Shipped, since the pickup process has been completed.

• Status at sales order level.

STEP 8: Similarly let’s complete the Awaiting drop off as well, by selecting the line items and choosing

Action->Update Status- >go as below.

• And “Path by Trip” shows the status as Closed and Activity as completed as below.

• Here everything is completed and the status of the sales order line is shipped.

STEP 8: Let’s run the Workflow Background process in order to change the status into “Awaiting invoice interface” so that it can be taken cared by Accounts Receivables from here.

• Now we have completed the manual Shipping process for the selected three items (Data card) of the sales order, similarly we can proceed for other three items (OM PRODUCT).

Now let’s have a clear view of different status of the order while performing Manual Shipping Process

MANUAL SHIPPING PROCESS DIFFERENT STATUS IN SHIPPING TRANSACTIONS:

SL NO	PROCESS	LINE STATUS	DELIVERY STATUS	PATH BY STOP		PATH BY TRIP		SALES ORDER LINE STATUS
				STATUS	ACTIVITY	STATUS	ACTIVITY
1	After Releasing the Sales Order/Transact Move order	Staged/Pick Confirmed	BLANK	BLANK	BLANK	BLANK	BLANK	PICKED
2	After Auto create Delivery	Staged/Pick Confirmed	Open	Open	BLANK	Open	BLANK	PICKED
3	After Ship Confirm Delivery	Staged/Pick Confirmed	Confirmed	Open	Awaiting Pickup	Open	Remaining	PICKED
				Open	Awaiting Drop off
4	After path by stop” pickup” Closing	Interfaced	In-Transit	Closed	Picked up	In-Transit	On Board	Shipped
				Open	Awaiting Drop off
5	After ” Awaiting Drop off” Closing	Interfaced	Closed	Closed	Picked up	Closed	Completed	Shipped
				Closed	Dropped off
6	After Running Workflow Background	Interfaced	Closed	Closed	Picked up	Closed	Completed	Awaiting Invoice Interface - Incomplete Data/Closed
				Closed	Dropped off

• This completes the illustration about manual shipping process concept.

Physical Counting in Oracle Inventory - R12.2

Physical Counting in Oracle Inventory - R12.2

PHYSICAL COUNTING IN ORACLE EBS R12.2

Counting is used to verify the System On hand Quantity with Actual (Physical Qty) Quantity of the item and perform the adjustments in System OHQ.

These are two types of counting.

• Physical Counting
• Cycle Counting

Physical Counting:

It is used to verify the System On-hand Quantity and Actual Quantity of the item based on Sub inventory or Organization and perform the adjustments.

Normally we will perform this counting yearly once or twice. During Physical Counting, the Total Inventory will freeze and can't do any Transactions.

Step 1: Define the item through get on-hand quantity

Here we are defining three items like

IPHONE 4S, IPHONE 5S, IPHONE 6S

Step 2: Define Sub inventories

We are creating a sub inventories like SKV

Step 3: Items should have on-hand quantity

Through miscellaneous receipt we can get the on-hand quantity.

Like

IPHONE 4S =100, IPHONE 5S =100, IPHONE 6S =100.

Step 4: Define Physical Inventory

Navigation:  Inventory → Counting → Physical Inventory → Physical Inventories

Click on New, the below dialog box appears.

You add the Tolerance and Qty of your choice.

Click on Snapshot, system automatically generate concurrent program.

Step 5: Generate Physical Inventory Tags

Navigation:  Counting → Physical Inventory → Tag Generation

Click on Generate.

Now the system will run  “Generate physical inventory tags” concurrent program.

Step 6: Run “Physical Inventory Tag Listing” Report

Navigation: View → Request → Submit New Request → Single Request

Output of the report:

Step 7: Enter Physical(Actual) Quantity of the Item/Physical Inventory Tag counts

Navigation: Inventory → Counting → Physical Inventory → Tag Counts

Select the Physical Inventory Name and then Click on Find

Now u will get one message like

Just click on Yes.

Now u will get below window

In the above you enter the quantity as 10 for all three Items, IPHONE 4S, 5S, 6S.

Step 8: Approve the Adjustments

Navigation:  Inventory → Counting → Physical Counting → Approve Adjustments

Click on Find and Click on Yes, now you will get below window

Then u can select the Approve radio button against these 3 items and mention the approver.

Step 9: Performing the adjustments

Go to Physical inventory definition form query with our physical inventory

Navigation: Inventory → Counting → Physical Inventory → Physical Inventories

Click on "Launch Adjustments"

Now you will get below window

Click on "Launch Adjustments"

Now system automatically generate concurrent program.

Select  View →Request (Its Normal Below)

Step 10: Check out the On-hand quantity

Now go to inventory and select the on hand quantities for these 3 items as below.

Before we had 100 qty for each item after completing the physical counting we will get original qty of 10 each.

You can also view from Inventory →Material Transaction, search for the item

This concludes Physical Counting.