Item Orderability Rule in Order Management

Item orderability is a new feature that Oracle introduced in order management release 12.1. Based on these rules, a user can restrict items that can be entered on sales order by manual or EDI, XML, Etc.

Setups

Ø  Define an Orderability Rule 

Ø  Set the Profile OM: Use Materialized View for Items LoV 

Ø  Run Refresh Order Management Materialized Views 

Step 1) Define an Orderability Rule

Navigate to OM>Setup>Rules>Item Orderability

# Select an Operating Unit

# you can set this rule at item level or Category Level

# Check Enabled to enable this rule

# If Generally available is ticked, then item is available to all except the criteria mentioned in rule.

and if Generally Available is not ticked then item is restricted to all, except the criteria mentioned in the rule.

Here in above example, the item is available to all customers except to "w_Enterprise Builders"

# Rule Level

There are 11 Levels at which you can set the item Orderability Rule, 

1. CUSTOMER 
2. CUSTOMER CLASS
3. CUSTOMER CATEGORY 
4. END CUSTOMER 
5. ORDER TYPE 
6. SALES CHANNEL 
7. SALES PERSON 
8. SHIP TO LOCATION 
9. BILL TO LOCATION 
10. DELIVER TO LOCATION 
11. REGIONS

Step 2) Set the Profile OM: Use Materialized View for Items LoV 

If this profile option is set to "Yes", then sales order form will display the items which order not restricted by Item Orderability Rules

If this is set to NO, then system display all items but give a note when saving the sales order.

Its better to set this profile option as Yes

Step 3) Run "Refresh Order Management Materialized Views"

If the profile OM: Use Materialized View for Items LoV is set to Yes, the concurrent request "Refresh Order Management Materialized Views" needs to be run in order to refresh OM materialized views OE_ITEMS_ORD_MV, OE_ITEMS_MV. 

The concurrent request needs to be run after changes are made to the item master, cross reference, Customer Items or to the item orderability rules, to ensure that the item list of  values displays the latest items on the order entry form, based on orderability rules.