OM Documents and FAQs

[siva sankar]

Hi any body send me Order Management Documents and FAQ's to my mail id suren.edara@gmail.com

[raja_rthiyagu]

HI shiva ,

OM FREQUENTLY ASKED QUESTIONS-1
--------------------------

1. Is the order number stored in any of the Workflow tables?

The order number is not stored as a separate attribute. However, for the
item type of OEOH, the ITEM_KEY is the OE_ORDER_HEADERS_ALL.HEADER_ID.
And OEOL is the OE_ORDER_LINES_ALL.LINE_ID.

2. How does Workflow handle Cancellations?

On a full cancellation workflow force completes the active line or header
activity and transitions it to the respective close line or close header
activity. The Workflow Handle Error API is used to do this. On closure
the Header/Line flow status will show Cancelled. The workflow history
will show that some activity was force completed and then the close
activity completed. Thus ending the flow.

3. How does workflow handle holds?

When seeded workflow functional activities that honor holds, come across
generic or activity specific holds, they will complete with a On Hold
result. They are then transitioned back, either to an eligibility activity
or a wait activity.
(e.g. when booking crosses a hold, it transitions back to Book - Eligible)
(e.g. when Invoice Interface Line crosses a hold, it transitions to a wait
activity)

The Ship-Line activity is an exception to this, it remains in a notified
state.

4. Can approval notifications be sent accross Operating Units and Set of
Books?

Yes

5. How do I modify workflow activities?

To change any workflow data, you need to use the Workflow Builder. The
Oracle Workflow Builder is available for Windows 98 and Windows NT.

6. How does the Order Cycles in previous releases maps to WF in release 11i?

The following is the equivalences between WF in 11i and Order Cycles:

Order Cycle ---> Workflow Runnable Process
Cycle Action ---> Workflow Activity, Workflow Sub-process
Cycle Action Prerequisie --> Workflow Activity Transitions
Approval Action ---> Workflow Notification Acticity With Response

7. A difference of the Order Cycles, each order line follow its own and independent
flow. Each line of the same order can use a different flow definition.

8. Do I need to create new workflow definitions in order to use a standard flow
I used to have in Order Cycles ?

No, the product comes with some standard workflow definitions, so the only thing
you need to do is create the transaction type and assign the flow to the
transaction. It is true unless you need create your own custom flows.

9. You have Wokflow Builder and want to create some standard flows, wich one of the
workflow item types existing in the database are being used for Order Management?

The current flows are stored using the following Item types in the database:

OM Order Header (OEOH): All order header activities and subprocesses
OM Order Line (OEOL): All order line level activities and subprocesses
OM Standard (OESTD): Common functions and lookups
OM Change Order (OECHGORD): Change Order Notification

10. What is the difference between Automated, Deferred and Manual Transactions ?

Automatic, also called synchronous execution mode is the activity that can be
executed automatically by the workflow engine.

Deferred is the activity setted-up to be executed by the Workflow Background
Engine. An activity with cost activity higher than 50 is also been processed
by the same engine. This is made in order to save on-line transaction time.

Manual is the activity that need user intervention to progress. This can be
made buy the Progress option in the sales order form or by a concurrent
process, depending of the activity.

11. Can I change a workflow and then have an existing order follow this new
workflow definition?

No - the workflow tables are populated when the order is Booked. You
will need to cancel any orders and re-enter them for them to follow
the new workflow definition.

12. The sales order header does not close after all lines have been shipped and
have closed. The header still shows 'Booked' on the Sales Order form.
Ship Confirm completed successfully; the Inventory Interface and Order
Management Interface log files indicate there were no errors in these
processes.

This is not a bug. The header level workflow process is deferred until a
later date, at which time the header will progress to Closed.

13. Using Workflow in Oracle Order Management Note 130038.1

This paper attempts to explain functional differences between R11 Order
Cycles and R11i Workflow. It also discusses Order Management Workflow
features, Workflow standards, setup procedures, various means of
processing orders and other useful tips.

14. Review the Using Oracle Workflow in Oracle Order Management - Rel 11i
manual available on Metalink\Top Tech Docs\E-Business Suite: ERP\
OM Suite: Order Management\Documentation which contains the information
needed to understand and use Oracle Order Management Workflow.

15. Migrating Cycles to Workflow in Oracle Order Management
see Metalink Note 135912.1

This paper discusses how each of the following is achieved:

Upgrade of Order Types to Order and Line Transaction Types
Upgrade of Order Number Sources to AOL Document Sequences
Upgrade of user defined Cycles data to Workflow design-time entities
Upgrade of Order Type - Cycle Assignments to Transaction Type -Workflow assignments
Upgrade of Cycle history for all open order and lines to Workflow Item Activity Status history

16. Workflow Notifications are not being sent to the responsibility role assigned.

Notifications are sent to a Roles and not Responsibilities.

Rows should not be updated or inserted into wf_users, wf_local_user_roles
tables. Those tables are used to get the e-mail address to have it sent too.

Clarify if the notification is being sent to a user or a role.

After verifying setup, regenerate the wf_uers, wf_roles, and wf_user_roles
tables.

17. Does workflow trigger the Auto Invoice Master Program?

The Workflow Background process does not trigger the Auto Invoice Master
program. The Auto Invoice Master program is run separately from AR.

The Invoice Interface, on the other hand is a workflow that processes the
shipped orders and puts a line in the RA_INTERFACE_LINES_ALL table.

When the Auto Invoice Master program is run from AR, it looks at the above
interface table and creates Transacations (Invoices).

18. The workflow status in order lines tab menu requires login screen, is this
correct?

Yes, this is correct. A separate login screen appears the first time
you query the workflow status from the tools menu. This is standard functionality.
This login will timeout and may require addtional logins.

19. Seeded workflow called Line Flow - Generic, with Repricing at Fulfillment
has an attribute set to PRICE. What does this mean?

With the attribute set to PRICE, only the list price will be refetched at
time of fulfillment. With the attribute set to LINE, the list price and
discounts will be refetched at time of fulfillment.


OM FREQUENTLY ASKED QUESTIONS --2
-----------------------------

1. Where can you find definite documentation regarding Profile Options for
Order Management (OM)?

The documentation about profiles in the OM User's Guide is very accurate.
The seeded data did not always get corrected to match the documentation,
but bugs have been logged to correct this. Be sure you have Patchset A
(See Note 111815.1) applied to the system in question.

The old OE profile options were left on the system for upgrade customers,
so they could view what their profile settings were in OE. The OM profiles
are the ones that are relavent/operative.

2. Where is OM: Item Validation Organization located since it's mentioned in
the Multiple Organization Installation manual?

This no longer exists as a profile option. It is now handled as a system
parameter. Changing the Order Entry profile (10.7 and 11.0) to a
responsibility-level profile option was just a temporary method for
implementing an operating unit-level control. The fact that it is still
mentioned means that we have a documentation bug.

3. Where is OM: Set of books located?

The profile option no longer exists. When you set up Accounts Receivables
and General Ledger, you specify which operating units are in which sets of
books. Since an operating unit can only exist in one set of books, OM
derives the set of books based on the operating unit of the sales order.
This value is also defined as a system parameter.

4. Where is the OM: Reservations?

This profile option no longer exists due to a functionality change in how
reservations are handled. OM checks ATR (Available-To-Reserve) to verify
an attempted reservation.

5. Where is documentation regarding the following profile options:
OM: Charges for Backorders
OM: Charges for included item
OM: Commitment Sequencing
OM: Item change Honors Frozen Price
OM: Preinsert Manual Adjustment
OM: Promotion Limit Violation Action
OM: Round Unit Selling Price
OM: Set Receivables Transaction Date as Current Date for Non
Shippable Lines

Per documentation bug 2209821 which states:

All profile options are updated in supplement documentation
(on-line help files released via aru) as the upgrades are released.
Printed documentation is not created for each supplemental release,
hence the updates are only available via on line help.

Please apply the aru for 2067358 which contains all ONT on line
help documents.

File intro1002291.htm contains a complete listing of all ONT
profile options as well as a description of each option.

note: profile Source Code2-1 is internal use only and not documented.

6. What is OM: Credit Check Engine API Code Flow Profile used for ?

This profile is an INTERNAL profile used by development only.
This profile is not intended for customer usage and hence not documented.

The intention of this profile is to allow the credit checking engine code
flow to switch to the new Multi currency credit checking API's as opposed
to the original method of calling OEXPRCB.pls code.
The reference to this profile is made in the Verify_Payment API

This profile is seeded as MULTI and must remain as MULTI.
Some releases of ONT-H ( 11.5.6 )did include this profile as part of
the ONT consolidate profile ldt file. In many cases this profile was
set to SINGLE. If you have already applied ONT-G (upgraded from
ONT-F or 11.5.6 Release) please apply the patch 2287017 on top of G to
switch the profile to MULTI in case the profile is set to SINGLE.

Please be aware that even though this profile is set to MULTI, you
can use the Multi currency credit checking starting from ONT-G
or 11.5.7. The feature is not available in earlier releases.

7. What is OM: Prevent Booking for Line Generic Holds used for and where
did it come from?

Patch 2673236 and OM_PF-I introduced this profile option. Values are
Yes and No. It can be set at the site level only. If the profile option
is set to Yes then booking will check for line level generic holds also
but if the profile option is set to No or NULL then booking will not
consider the line level holds.

8. What is the profile option, OM: Show Process Messages Flag?

This profile can be used to view which orders have associated
Process Messages. By setting the above profile to 'Y', the "Messages"
(Check-box) column will be marked on the Order Summary Window, if
there are any messages associated for the queried order.

9. What is the profile option, OM: Default Salesrep?

Information on this can be found in the User Guide (version 11.5.9).
It was added as part of the Launch OM from TeleSales project. Sales Rep
is a required field. If one is not passed, this profile allows a default
to be passed. This assists with the ability to Book the order.