Set up your units of measure. See: Oracle Receivables Implementation Guide
Set up your inventory items. See: Oracle Inventory User's Guide.
Set up your item configurations. See: Oracle Bills of Material User's Guide.
Enter sales order header information in the Orders Information, Main tabbed region. See: Defining Sales Order Main and Other Header Information.
Additional Information: If you use Oracle Process Manufacturing or Oracle Training Administration, please refer to the respective users guides for detailed information on entering process manufacturing or training related order line details.
If you want to search on customer item description, use the Customer Items Summary, Customer Items Detail, and Customer Item Cross References windows to define and update customer item descriptions.
If you want to search on generic item description, use the Cross-Reference Types window to define new item identifier types and then assign the types to inventory items.
If you wish to sort order lines, use the Sort Data function available from the Folder menu. See: Sorting Order Lines within the Sales Order window, Lines Tab.
If you wish to go to aspecific order line number, use the Go to Line feature available from the Actions Menu. The Go to Line pop up window enables you to enter a specific line number for display; the line number entered will be displayed within the Sales Order Line. Main Tab.
The following fields currently can contain rounded amounts within the Sales Order Lines window.
Note: Some fields are hidden by default.
The amounts are rounded to the value of the standard precision defined for the currency entered or defaulted within the Sales Order Header window.
Commitment
Total
Service Total
Line Discount
Line Charges
Tax Amount
Extended Price
Unit List Price
Navigate to the Line Items tabbed region in the Sales Orders window.
Define the Line Number.
This field automatically defaults to 1.1 if this is the first line entered on the order. This field is for display purposes and cannot be updated.
Order Lines Numbers are displayed in the Sales Order window as a line quintuplet:
Line Number, Shipment Number, Option Number, Component Number, Service Number. For example, if order line number appears as 1.1.2.3.1:
Line Number -1
Shipment Number -1
Option Number - 2
Component Number -3
Service Number-1
Note: You may choose to display additional fields within the Sales Order Header Main window by enabling the fields for display within a custom folder. For example, you can choose to display the Line number and shipment number fields.
Select the item for this order line. The List of Values for this field is controlled by the value of the hidden field, Item Identifier Type. Select or enter a value for either:
Ordered Item (the item number); item description displays.
Item Description and Type; Ordered Item displays
Note: If you select a serviceable buy item for which you have set up the promotional good modifier in Oracle Advanced Pricing, then Order Management adds an extended warranty (service) line to this serviceable item automatically. This extended warranty (service) ensures that the item has a contract item type of SERVICE in the master item window. The service line created has the reference on the serviceable buy item and the quantity on the service order line is equal to the order quantity on the serviceable buy item order line. The service duration and period of the service line added through the promotional goods modifier cannot be updated. If you override to a value other then what is setup in the modifier then after saving it restores to the old value defined in modifier setup. For example, in the modifier, if you have defined to get service item with service duration and period as 3 year, then the service line is created for service duration and period as 3 year. If you override it to 1 year or 5 year, then after saving it restores to 3 years. The service line has service duration, period, start date, and end date equal to the service duration, period, start date, and end date set up in the promotional good modifier. For example, if service duration and period is 1 year, then if service start date is 01-Jan-2013 then service end date will be 31-Dec-2013. If you try to assign end date as 31-Dec-2015, then service duration and period changes to 3 year. However, after saving, the end date restores to 31-Dec-2013 and service duration and period changes to 1 year as in the modifier setup, you have defined to get 1 year of service line free. This behavior ensures that you provide correct service duration, period, start date, and end date as per the setup. See Promotional Goods in Modifier Type Setup, Oracle Advanced Pricing Implementation Guide.
You can search for item descriptions by entering the search criteria into the field and tabbing out of the field to start the search. The search is not sensitive to case.
You can search on different types of item descriptions. To search:
for internal item descriptions, within the Item Identifier Type field, select INT or Internal Item;
for customer item descriptions, within the Item Identifier Type field, select CUST
for generic item descriptions, within the Item Identifier Type field, select any Item Identifier Type you have defined. To search on all types of item descriptions, leave the Item Identifier Type field blank.
For orders, the list of values displays descriptions of active items; for returns, the list of values displays descriptions of active and inactive items.
Order Management validates the item against inventory items you define in the warehouse (organization) specified by the Order Management parameterItem Validation Organization. You can only choose items that have the Customer Orders Enabled item attribute set to Yes. If you have setup customer or generic cross-references for these items, you can also enter the order line using the cross-reference.
If you intend to source this line externally, you must also ensure that the item you select has the Purchasable item attribute indicated. This attribute enables an item to be ordered on a purchase order.
Define the item's order quantity for this line. The quantity field appears on all tabbed regions even though it is in the scrollable region.
Select the Unit of Measure.
You can enter only predefined units of measure in the same class as the item's primary unit of measure. Provided the secondary unit of measure has been enabled for the item in Inventory, you can define a dual UOM for the item. The units of measure for models and kits are restricted to the item's primary unit of measure.
Unit Selling Price: Unit Selling Price is derived from the selected price list, and may contain a rounded value. The value of the unit selling price is affected by the current value of the profile option QP: Selling Price Rounding Options. See: Oracle Advanced Pricing Implementation Manual, Profile Options.
Enter, select, or accept the default for the Request Date field.
Note: The Request Date field is populated with the current system date and time. If a line is deleted from the order, and a new item is entered, the Request Date field will continue to display the original system date and time stamp.
Select the Schedule Ship Date from the calendar.
Status: This field displays the current status of the order line, and can only be updated via a system action.
On Hold ATO check box
Cascaded Hold ATO check box
ATO check box: The field cannot be updated. If the check box is selected, the order line contains an ATO item.
Select or accept the default for Line Type.
Select the Billing Validation check box if you want billing plan lines to be validated. This field is hidden by default and when unhidden appears clear. This field is used by the recurring billing functionality.
For more information about recurring billing, see:
"Recurring Billing" chapter in the Oracle Order Management Implementation Manual
The amount billed against the bill plan for the sales order line displays in the Bill Amount field. This field is hidden by default and when unhidden displays the bill amount if it exists. This field is used by the recurring billing functionality.
For more information about recurring billing, see:
"Recurring Billing" chapter in the Oracle Order Management Implementation Manual
The recurring billing line type displays in the Recurring Billing Line Type field. This field is hidden by default and when unhidden displays the recurring billing line type of Source Order Line or Billing Line. This field is used by the recurring billing functionality.
For more information about recurring billing, see:
"Recurring Billing" chapter in the Oracle Order Management Implementation Manual
Qty Cancelled: this field will display a value only if an order line's quantity was changed as a result of a cancellation.
Qty Shipped: this field will display a value only if an order line has been shipped, either partially or completely.
Reason: This field cannot be updated except when adding to, or reducing, the existing order line quantity. Values entered in this field are only visible at the time of entry; once a successful save has been completed, the value of the Reason field displayed is NULL; Order Management does not display the current value for this field since you can perform multiple updates to an order line that require you to enter a reason. You can view Reason values entered within the Additional Line Information window, available via the Action button.
Comments: This field is cannot be updated, except when enabled by the system. Values entered in this field are only visible at the time of entry; once a successful save has been completed, Comments field values are displayed within the Additional Line Information window, available via Action button.
Select the Salesperson, if not defaulted.
Order Source, the value for this field is determined by the creating application when a sales order is created. This field cannot be updated, and valid values are:
Internal
External
Order Source Reference: If you create an order within the Sales Order window, or create an order where order_source_id=0, the system will generate a value for Order Source Reference. The value generated is the source table name, concatenated within the order_header_id. This value is stored in the source table (OE_ORDER_HEADERS_ALL) within the column ORIG_SYS_DOCUMENT_REF.
If you have copied an order, the order lines for the copy to order will display COPY.
Order Source Line Reference: If you create an order line within the Sales Order window, or create an order where order_source_id=0, the system will generate a value for Order Source Line Reference. The value generated is the source table name, concatenated within the line_id. This value is stored in the source table (OE_ORDER_LINES_ALL) within the column ORIG_SYS_DOCUMENT_REF.
If you have copied an order, the order lines for the copy to order will display the source order number.
Select the Tax Code, if it does not appear by default. You are only able to select a Tax code if the profile option EBTax: Allow Override of Tax Code is set to Yes.
Note: To automatically default tax code on Sales Order lines, select the Default Tax Classification check box in the corresponding Receivables Transaction Type window.
If you enable the hidden field Agreement for display, the Agreement field displays the Agreement Name and the current Agreement Revision Number; values are separated by a colon. For example, Agreement Pizza has a current active revision of 2; within the Agreement field you would see Pizza:2 displayed.
Additionally, if the Agreement field is not null, and you make a change to an attribute that triggers order line repricing;
the most current active agreement, with revision will default per the defaulting setup (if applicable).
If no active revision exists for the Agreement displayed, an error message is generated and you will be prompted to clear the data currently within the Agreement field.
As a result of the converged Oracle Inventory model, you can access fields like dual quantities, grade, unit of measure in the sales orders line and the Order Organizer windows. The field are folder enabled in both windows.
If the item in the organization, in which it's being transacted, is tracked in Primary and Secondary or the pricing source for the item is secondary, then the Secondary Quantity field is enabled and required. The secondary UOM field is defaulted from the item's secondary inventory UOM and is a view-only field. The Grade field has been added to the sales order line to enable you to specify a preferred quality grade for a grade controlled item. You can enter grade for any item that comes from a discrete or a process inventory organization. You can enter grade in the sales order line, and is displayed in the delivery line, however you cannot update it in shipping. Defaulting rules enable the value of the grade field to be defaulted on the order line. The Grade field has now been extended to 150 characters.
An item is termed lot-indivisible when it must be consumed in its entirety. This is a process inventory feature that is now available to users of discrete inventory. You cannot split a sales order line that contains a lot-indivisible item reserved. The Sublot field is removed.
Quantity 1 must total the original order quantity. However, you are able to perform a manual split and have the total of the secondary quantities be less than or greater than the original order qty2, provided tolerance is within the deviation defined for an item.
When you change the order quantity2 within the Sales Order lines window, and then attempt to perform a manual split, the split window quantity is calculated using the previous value of quantity2, not the updated quantity2 entered.
Note: If you update the value of quantity2 when performing a split in Oracle Shipping Execution, the transaction split box quantities are calculated using the current value updated for quantity2, not the value of quantity2 prior to invoking the split.
See:Oracle Process Manufacturing User's Guide