<-----Google Analytics Code Start----> <-----Google Analytics Code Close---->
Skip to content



Default screen resolution  Wide screen resolution  Increase font size  Decrease font size  Default font size  Skip to content Default color Pink color Green color Green color
Home arrow Technical Articles arrow Financials arrow Receivables arrow Period End Dealing out In Oracle Order Management Release
This website has now moved to http://apps2fusion.com

Period End Dealing out In Oracle Order Management Release | Print |  E-mail
Written by Ahmad   
Monday, 11 June 2007
Another contribution from Mr Ahmad Bilal !
Please find this article that explains an Step by Step approach for Order Management period close on 11.5.10.

Complete All Transactions for the Period Being Closed

The following steps are taken in period-end processing for Oracle Order Management.

  1. Close Order Lines

We will not close any order if it contains any holds on it either generic or processing hold you can check hold by using Hold Source Activity Report. When order line is closed we can’t change anything except Descriptive Flex Field (DFF) or Processing Constraint involved fields.

  • Order Import from External Order Systems (If Any External system Used (EDI))

If using external order processing systems for data entry of orders like Online Orders in any system, use the Order Import to update Oracle Order Management from external systems

Prerequisites and Set-Up for Order Import

Before using this program to import orders, you should:

  • Set up every aspect of Order Management that you want to use with imported orders, including customers, pricing, items, and bills

  • Define and enable your Order Import sources using the Order Import Sources window

  • Determine if you should submit the Order Import Statistics concurrent program

  • Order Import from Oracle Purchasing

If you are using Oracle Purchasing to process Internal Purchase Requisitions (Inter Company Sale), the following processes need to be actioned:

  • Enter and approve all Internal Purchase Requisitions in Oracle Purchasing

  • Run the Create Internal Orders Process in Oracle Purchasing for all approved requisitions within the respective period.

Use the Create Internal Orders process to interface requisition information from approved, inventory-sourced requisition lines to the Order Management interface tables do run this process from Purchasing Super User Responsibility.

Then the Order Import process is run from within Order Management to generate the internal sales orders. The Create Internal Sales Orders and Order Import processes can be scheduled to run automatically at specified intervals.

  • Run Order Import to create Internal Sales Orders from Internal Requisitions.

  • Run the Internal Order and Purchasing Requisition Discrepancy Report (As Shown below)

Internal Order and Purchasing Requisition Discrepancy Report displays the differences between the purchasing requisition entered and the actual items ordered in order Management.

  • Use the Order Import Correction window to examine the orders and optionally correct data if it fails the import process. Use the Error Message window to determine if your data failed to import.

  • We can also use the Order Import Statistics Report

  • Invoice Interface / AutoInvoice

Order Management will never process Internal Sales Order lines for the Invoice Interface, even if the Invoice Interface is an action in the order Workflow Definitions for the Internal Sales Order transaction type.

  1. Review Open Orders and Check the Workflow Status

Order Organizer Query All order except close and cancel order by using advanced Tab and uncheck all options as described in picture below

The Sales Orders window displays the order header status in the Main tab of the Order Information tabbed region. The order line status is displayed in the Main tab of the Line Items tabbed region.

The Workflow Status option on the Sales Orders window Tools menu launches the workflow status web page. The page shows all the activities an order header or line has completed and the corresponding results.

  1. Review Held Orders.

Run the following reports review Sales Orders on hold:

  • Orders on Credit Check Hold Report:

The Orders on Credit Check Hold Report identifies all of the credit holds currently outstanding for a customer within a date range, or identify why a particular order is on hold. This report is automatically sorted by customer, currency code, credit check rule, and order number.

All balances are calculated as they are using the online credit check rule, including the factor for shipments and receivables for a certain number of days.

  • Hold Source Activity Report:

The Hold Source Activity Report reviews holds placed and removed under a hold source during the time period you specify. This report indicates the date and the type of activity for each hold transaction.

  • Outstanding Holds Report:

The Outstanding Holds Report reviews order holds for the customer or customers you choose. This report displays the order number, order date, ordered items, and order amount for each order line on hold for each customer you select. It is automatically sorted by customer, order number, order line, and then order line detail.

  1. Review Discounts

It is recommended that review discounts processed as part of the order process to ensure appropriate discount policies have been followed.

Use the following reports:

  • Order Discount Detail Report:

The Order Discount Detail Report reviews discounts applied to orders by order line detail. This report provides detailed line pricing information, including price list price, selling price, and discount information.

  • Order Discount Summary Report:

The Order Discount Summary Report reviews discounts applied to orders. This report provides order level pricing information, including agreement, salesperson and total order discount.

  1. Review Backorders.

Review backlogs and backorders to ensure that these items are current. If required process to run for cancellations of lines which are no longer required.

  • Backorder Detail Report:

The Backorder Detail Report shows all customer orders that have been backordered. This report provides details for each order including customer name, order type of each order, all backordered items and their line numbers, total quantity both ordered and backordered, and monetary amounts of both ordered and backordered quantities.

  • Backorder Summary Report:

The Backorder Summary Report lists all non dispatched orders. This report includes only open orders in an order cycle that includes Pick Release. Displays order information such as order number, customer name and number, order type, purchase order, order date, last shipped date, and the monetary amounts ordered, shipped and outstanding.

This report also includes total amounts for customers of shippable items only because the Backorder Summary Report does not account for non-shippable items.

  1. Review and Correct Order Exceptions.

The following reports should be reviewed, and exceptions corrected, before completing the Order Management/Receivables period end:

  • Unbooked Orders Report:

Use this report to review orders entered but not booked. They may indicate incomplete processing, which needs to be corrected or completed as appropriate.

  • Unbooked Orders Details Report:

Use this report to review orders entered but not booked. It shows you complete order detail report.

  1. Reconcile to Oracle Inventory.

Run the following reports for reconciliation with Oracle Inventory:

  • Returns by Reason Report:

The Returns by Reason Report reviews all return material authorizations for various return reasons. Order Management automatically sorts this report by currency, return reason, and then item.

  • Backorder Detail Report:

The Backorder Detail Report reviews all customer orders that have been backordered. This report provides details for each order including all backordered items and their line numbers, total quantity both ordered and backordered and monetary amounts of both ordered and backordered quantities.

  1. Run Standard Period End Reports

The following reports should be run for each period:

  • Cancelled Orders Report

The Cancelled Orders Report reviews all orders that have been cancelled. This report provides a summary of each cancelled order, including order number, customer name, line number and item, the date and reason the order or order line was cancelled, the quantity ordered and the quantity cancelled, and who cancelled the order.

This report can be used to report total dollars cancelled in a specified time-frame, and allows evaluation of the most common cancellation reasons, review cancellations by salesperson, or review cancellations by customers.

  • Cancelled Orders Report

The Cancelled Orders Reasons Detail Report displays the reasons for the cancelled lines and who entered the cancellation

  • Salesperson Order Summary Report

Sale person can use this report to see his current outstanding orders with order status. This report shows open orders, quantity ordered, shipped, cancelled, and invoiced.

Comments (2)add
written by Venkat , June 20, 2007
Excellent Article! Covered everything in detail.

written by Ramkumar , August 18, 2007
Kindly send me any sample docs for PO Requisitions interface
You must be logged in to a comment. Please register if you do not have an account yet.