OracleApps: December 2014

Oracle Apps Supply Chain Management

http://www.confluentminds.com/Trainings/SCM/index.html

Creating Service Contracts from Order Management

http://www.oraclebusinessapps.com/videos/omtooks/Presentation_Files/index.html
http://www.oraclebusinessapps.com/2008/07/26/service-contracts-intergraton-with-order-management/

Oracle Order Management Interview Questions

1. What are base tables and interface tables in Order Management?
A: Interface Tables:
OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALL, OE_PRICE_ADJS_IFACE_ALL, OE_ACTIONS_IFACE_ALL & OE_CREDITS_IFACE_ALL(Order holds like credit check holds etc.)
Base Tables:
OE_ORDER_HEADERS_ALL, OE_ORDER_LINES_ALL, OE_PRICE_ADJUSTMENTS & OE_SALES_CREDITS
Shipping Tables:
WSH_NEW_DELIVERIES, WSH_DELIVERY_DETAILS, WSH_DELIVERY_ASSIGNMENTS & WSH_DELIVERIES

2: Explain Order to Cash Flow?
A: Create Order
Book the Order
Pick Release & Pick Confirm
Ship Confirm
Invoice to AR

3: Explain Drop Ship Order Flow?
A: Note: For Drop Shipment Orders Line Source Type will be set to "External"

Create an Order
Book the Order
Run the Workflow Background Process
Line status will changed to "Awaiting Receipt"
Run the Requisition Import (can run with default parameters)
Create Releases concurrent program will submitted automatically(Note: After completion of Requisition Import, Line status remains same "Awaiting Receipt" and we can see the Requisition information using the navigation, Actions(B) -> Additional Line Information(O) -> Drop Ship(T))
Purchasing Responsibility and Autocreate PO using Requisition Number
Click on Automatic(B) and enter the supplier name in supplier field and click on Create(B)
In PO Shipments, we can see the Sales Order Information
In PO Distributions, we can see the Requisition Information
Approve the PO
PO Receipt(Note:After entering the receipt qty and subinventory and once we click on Save, "Receiving Transaction Processor" CP submits in Background)
After completion of PO Receipt, Sales Order Line status changes from "Awaiting Receipt" to "Shipped"
Run the Workflow Background Process, after completion of this program, Line status changes from "Shipped" to "Closed"

4: Processing Constraints?
A: Processing Constraints prevent users from adding, updating, deleting, cancelling, splitting of order/lines information beyond certain points in the order cycle. Oracle has provided certain processing constraints which prevent data integrity violations. Processing Constraints are defined for entities and attributes. Entities includes regions of sales order window such as order, line, order/line price adjustments, order/line sales credits. Attributes includes individual fields of a particular entity such as warehouse, ship to location or quantity etc.

5: Describe Scheduling in Sales Order?
A: It is process of communicating the balance between customer demand and a company's ability to fulfill an order from current inventory and supply sources

6: What are the various ways of Scheduling the sales order?
A:

Setting Profile Option: OM: AutoSchedule to "Yes"
From Tools Menu -> Check AutoSchedule checkbox in Sales Order Screen
Right Click on Sales Order Line -> Scheduling -> Schedule

Oracle Purchasing Interview Questions

http://techoraclevipulm.blogspot.com/2013/07/oracle-purchasing-functional-interview.html
http://www.oracleerpfunctional.com/2013/09/oracle-apps-purchasing-interview.html
http://oracleebslearning.blogspot.com/2012/10/purchasing-faq-accrual-and-accountings.html
http://snroracle.blogspot.com/2014/02/oracle-scm-functional-interview.html

1: What is a Purchase Requisition and define various requisitions

A: It is a formal request intended to procure /buy something that is needed by the organization. These are two types:

Internal Requisition: Created if the items are to be obtained from one inventory location to another location within the same organization. Here the source of the requisition would be INVENTORY. There is no approval process for internal requisition.

External Requistion / Purchase Requistion: Created if the items are to be obtained from the external suppliers. Here the source of the requisition would be SUPPLIERS. The purchase requisitions are sent for approvals.

2: What are the tables for Purchase Requistion:

A: PO_REQUISITION_HEADERS_ALL,

PO_REQUISITION_LINES_ALL,

PO_REQ_DISTRIBUTIONS_ALL.

3: What is Requisition Import Program? and requisition interface tables

A: It is a concurrent program which is used to import requisition from Oracle / Non-Oracle Systems. Interface tables are:

PO_REQUISITION_INTERFACE_ALL

PO_REQ_DIST_INTERFACE_ALL

PO_INTERFACE_ERRORS

4: What are the reports associated with Requisition Import Process?

A: Requisition Import Run Report: We can view the number of requisitions created and the number of records that showed an error.

Requisition Import Exceptions Report: We can view all the rows that fail validation.

5: What is the purpose of choosing a Category when creating a requisition?
A: Category box is a required field and is used to define goods and services at a summary or detailed level.

6: What is the difference between rejected and a returned requisition?
A: Only an approver or reviewer can reject requisition. Only buyer can return a requisition. A buyer will return a requisition to the preparer for incomplete or inaccurate information.

7: What is RFQ and different types of RFQ's?
A: A RFQ(Request For Quotation) is a formal request sent to the suppliers to find the pricing and other information for an item or items. Based on the information supplied, the supplier quotes a quotation against the RFQ form. Below are the types of RFQ's:
Catalog: Used for high volume items or items for which your supplier sends you information regularly. A Catalog quotation or RFQ also includes price breaks at different quantity levels.
Standard: Used for items you will need only once or not very often, but not necessarily for a specific, fixed quantity, location and date.
Bid: Used for a specific, fixed quantity, location and date. For example, a Bid would be used for a large expensive piece of equipment that you have never ordered before, or for an item that incurs transportation or other special costs. You cannot specify price breaks for a Bid quotation or RFQ.

8: What is a Purchase Order and explain different types of PO's available
A: A Purchase Order is a commercial document and first official order issued by the buyer to the supplier, indicating types, quantities and agreed prices for products or services the supplier will provide to the buyer.
Four different types of PO's are available:
Standard Purchase Order: Created for One-time purchases for goods and services. Here we know the item, price, payment terms and delivery schedule.
Planned Purchase Order: Created when you have long-term agreement with the supplier. We must specify the details of goods and services, payment terms and the tentative delivery schedule.
Blanket Purchase Agreement: Created when the details of goods and services, payment terms are known but not specific about the delivery schedule.
Contract Purchase Agreement: Created when the terms and conditions of a purchase are known but specific goods and services are not.

9: What is 2-Way, 3-Way & 4-Way matching?
A: Oracle Payables shares purchase order information from your purchasing system to enable online matching with invoices. Invoiced or Billed items are matched to the original purchase orders to ensure that you pay only for the goods or services you ordered and / or received.
2-Way: Purchase order and Invoice quantities must match within tolerance before the corresponding invoice can be paid.
3-Way: Purchase Order, Receipt and Invoice quantity must match within tolerance before the corresponding invoice can be paid.
4-Way: Purchase Order, Receipt, Accepted & Invoice quantity must match within tolerance before the corresponding invoice can be paid.

10: Can the original PO be viewed in anyway without resorting to SQL, for a revised PO?
A: The original version of a revised PO cannot be viewed from the PO form or PO Summary form. Information on the original PO can be obtained from the PO_HEADERS_ARCHIVE & PO_LINES_ARCHIVE tables using the PO_HEADER_ID column as a common reference using SQL only.

11: Can we automatically Close the PO without receiving the full quantity?
A: The Receipt Close Tolerance lets you specify a quantity percentage within which Purchasing closes a partially received shipment. For Ex: if the Receipt Close Tolerance is 5% and we receive 96% of an expected shipment, Purchasing automatically closes this shipment for receiving.

12: When does the PO line get the status Closed for Receiving?
A: Goods have been received against the PO line but an invoice has not been matched to the order.

13: Can we match an Invoice against a line even when it is Closed for Invoicing?
A: The Close for Invoicing status does not prevent you from matching an invoice to a purchase order or to a receipt.

14: What does Create Internal Order concurrent request do?
A: Create Internal Order concurrent request will transfer the Internal Requisition information to OM Interface tables.

15: Explain the Receipt Routing?
A: Receipt Routing is of 3 types:
Direct: Once the goods are at the destination, we directly move them to a specific sub-inventory.
Standard: Once the goods are at the destination, we receive it at the receiving point and then we move them to a specific sub-inventory.
Inspection: Once the goods are at the destination, we receive it at the receiving point and then we perform inspection and accordingly we either accept it or reject them.

16: What are different purchasing modes in Receiving?
A: There are 3 Modes,
Online: Receipts are processed online. If there are any errors, they are shown on the Form itself, and don't let you ignore and proceed.
Immediate: Receipts are processed immediately, but no errors are shown. Errors are recorded in RCV_TRANSACTIONS_INTERFACE & PO_INTERFACE_ERRORS
Batch: Receipts are processed in batch, but no errors are shown. Errors are recorded in RCV_TRANSACTIONS_INTERFACE & PO_INTERFACE_ERRORS

Note: In all the above two cases, it requires Receiving Transaction Processor to be run periodically.

17: What the major transactions in Receiving?
A: PO Receipts, Internal Requisition Receipts, Inventory Inter-Org Transfer Receipts and Customer Return Receipts.

18: What is Pay on Receipt AutoInvoice Program?
A: By running this program, we can automatically create an invoice for a PO when we enter a receipt for the respective PO.

19: What is invoice Validation Process?
A: Before you pay or create accounting entries for any invoice, the invoice validation process must validate the invoice.
Invoice Validation checks the matching, tax, period status, exchange rate, and distribution information for invoices you enter and automatically applies holds to exception invoices. if an invoice has a hold, you can release the hold by correcting the exception that caused Invoice Validation to apply the hold by updating the invoice or to the purchase order, or changing the invoice tolerances.

20: Requisition autocreated in the system to be grouped by Buyer. How to achieve this functionality?
A: In Purchasing Option, Set requisition group by parameter to "Buyer"

21: How do we ensure if Purchase Order is cancelled then corresponding requisition is also cancelled?
A: In Purchasing Option, Set Cancel requisition to "Optionally" or "Always"

22: If the preparer of Purchase Requisition is not authorized to Approve that requisition then what setup should be performed in the system?
A: In document type, Set Owner can approve flag to No.

23: What is the difference between the control actions "On Hold" and "Freeze" for a Purchase Order?
A: Freeze or Un-Freeze, documents to control whether modifications are allowed or not
On Hold, prevent document from printing, receiving, invoicing and approval until the hold is removed.

24: What is the different document statuses used in Oracle Purchasing?
A: Frozen, Cancelled, Finally Closed, Incomplete, In-Process, Pre-Approved & Approved

25: Can we re-open "Closed" & "Finally Closed" PO
A: We can re-open "Closed" and we can make changes too, but we cannot re-open "Finally Closed" PO

26: How do I change the supplier on an approved PO?
A: No, we cannot change supplier name for an approved PO, you have to create new PO or use copy document if you want to change supplier name but you will get different PO number on this.

Indeed, but if you want to have option that enable you to change "Supplier Site", you can set a profile "PO: Change Supplier Site" to "Yes". Yes indicates whether user can change the supplier site on approved PO's. Only sites with the same currency as the previous site can be used. If you change the supplier site, the revision will be incremented and will require re-approval.

27: When an user enters a new PO, the preparer (User) is always defaulted as the buyer. User is not able to change it too. How do we allow user to change this?
A: This is because an option on "Purchasing Options", Purchasing Options > Document Control > Enforce Buyer Name - If you enable it, PO Preparer cannot change default Buyer name, - by disabling it, you can change buyer seeded data.

28: Payment due days if 30 days mean will it be from invoice date or material receiving date?
A: Due days calculation is based on what we setup in the Payment tab window of supplier master form. It has four options, 1. Goods Received, 2. Invoice, 3. Invoice Received & 4. System

29: Where do we define matching option for purchasing?
A: This is defined in supplier master form under Control tab window. Two options are given as Purchase Order or Receipts.

iProcurement Interview Questions

1: What is iProcurement

A: iProcurement is a self-service web Purchasing applicaiton. Consider it as an alternate application for creating purchase requisitions and simple receiving.

2: What is a Punchout

A: This is a mechanism by which buyers can navigate to Suppliers website straight from iProcurement. Once the shopping is finished, they then checkout the basket on suppliers website itself following which the shopping basket is brought back to iProcurement. Shopping basket is nothing but a returned XML file that contains the list/quantity/price of items checked out from supplier website.

3: Do we create a Purchase Orders in iProcurement?

A: No, we can create Purchase Requisitions in iProcurement

4: What are the key advantages of punchout over catalog management?

A: a) No need to maintain the price information. Supplier will maintain it at there end in the iStore

b) No need to upload supplier item in our system

5: When shopping basket is brought back from suppliers website after punchout, how does the item category code of supplier item get mapped to the category code in Oracle?

A: Suppliers punchout basket will always contained universally recognized category codes i.e. UNSPSC (United Nations Standard Products and Services Code) Codes. You will need to define the mapping for each such expected code in eCommerce gateway. These will be mapped to your inventory category codes (MTL_CATEGORIES)

6: We need to submit PO creation as soon as the Requisition gets submitted & auto-approved in iProcurement. How can we do it?

A: In Workflow "PO Requisition Approval", the item attribute "SEND_CREATEDPO_TO_BACKGROUND" needs to be assign a value N. This will enable Real-Time processing of requisition mainly because the user can get a PO Number within the same browser session if auto-approval is enabled.

7: If a requisition has been approved in iProcurement, we want such requisition to be Auto-Approved once they get converted to PO. How you achieve it?

A: In Workflow "PO Create Documents", assign a default value Y to attribute "Is Automatic Approval Allowed"

8: After the purchase order gets approved, you wish to send Purchase Order electronically to the supplier, which XML document format is used?

A: "PO 007" is the OAG format that is used for electronically sending XML Purchase Order to supplier

9: What is Zero Buyer Intervention?

A: Once the requisition is completely approved and required automatic approval steps performed, the PO is created automatically and approved. The same can then be sent to the supplier through FAX or EDI and material received against it. Thus one does not has to go through the purchasing department where in the buyer would call for an RFQ, then go through the process of calling quotations, followed by the quotation analysis. Converting quotations into PO, going through the PO approval process and finally sending it to the supplier.

10: Where does the value default from in the account distribution for expense items in core Purchasing and in iProcurement?

A: For the expense items the value in account distribution in core Purchasing defaults from the expense item attribute set in the item Attribute Level in Purchasing tab field if its not there then from the Organizations Parameters Expense Valuation Accounts in the Costing information tabbed region.

In case of iProcurement for expense items the value in the account distribution defaults from the employee record.

Service Contract Useful Site

http://www.oracleappsnfusion.com/search/label/Service%20Contracts

Order Management Links

ERP Stuff

Order Management Setup Steps

Unreserve An Order Line using OE_ORDER_PUB.process_order API
Split An Order Line OE_ORDER_PUB.process_order API
Oracle Apps Order Import Interface training with examples
Oracle Apps Order Management (OM) Process Order API

Interface Trip Stop Functionality

There are typically four interface program get triggered at the time of ship confirm. They are

1.Interface Trip stop

2.Packing Slip Report

3.Bill of Lading

4.Invoice

Interface Trip Stop is one of the main interface programs which can be triggered at the time of ship confirm or later as Interface Trip stop - SRS concurrent request.

Interface trip stop has two parts

1.Order Management Interface (First part)

2.Inventory Interface (Second part)

Order Management Interface part update the order management tables like OE_ORDER_LINES_All (Update Shipped_Quantity, Shipping_Quantity, Actual_Shipment_Date) and also WSH_DELIVERY_DETAILS (make Released_status, OE_INTERFACED_FLAG = ‘Y’) table.

The Inv_Interfaced_Flag remains = X (Pending) or N which will changes to Y after execution of second part

The second part i.e. Inventory Interface will be triggered only if the value of OE_INTERFACED_FLAG = ‘Y’ otherwise second part will not be triggered. Even if you try to run this from SRS, these lines will not be picked for processing.

Inventory Interface part move data from MTL_TRANSACTIONS_INTERFACE to MTL_MATERIAL_TRANACTIONS and MTL_MATERIAL_TRANSACTIONS is updated with Sales Order Issue transaction. Also data is deleted from MTL_DEMAND, MTL_RESERVATIONS and WSH_NEW_DELIVERIES. Item quantity reduced from MTL_ONHAND_QUANTITIES and

MTL_TRANSACTION_ACCOUNTS is updated with accounting information.

Both these parts are executed simultaneously.

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,

CUSTOMER
CUSTOMER CLASS
CUSTOMER CATEGORY
END CUSTOMER
ORDER TYPE
SALES CHANNEL
SALES PERSON
SHIP TO LOCATION
BILL TO LOCATION
DELIVER TO LOCATION
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.

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