How to Demonstrate the Purchasing Portion of Oracle Configure to Order Process

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  • Topic: Sales order, Purchase order, Accounting source documents
  • Pages : 9 (1921 words )
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  • Published : April 29, 2013
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How to Demonstrate the Purchasing Portion of Configure to Order Process [ID 1302762.1] Modified: Oct 7, 2011 Type: HOWTO Status: PUBLISHED Priority: 3

In this Document Goal Solution 1. Enter and Book the Sales Order 2. Progress the Sales Order - Create Configuration 3. Progress the Sales Order - Create Supply Order Eligible 4. Enter and complete the Receiving Transaction

Applies to:
Oracle Configurator - Version: 12.0.6 to 12.1.3 - Release: 12.0 to 12.1 Oracle Configure to Order - Version: 11.5.10.2 to 12.1.3 [Release: 11.5.10 to 12.1] Oracle Configure to Order - Version: 12.0.6 to 12.1.3 [Release: 12.0 to 12.1] Oracle Purchasing - Version: 11.5.10.2 to 12.1.3 [Release: 11.5 to 12.1] Information in this document applies to any platform.

Goal
To demonstrate the Configure To Order Process between Order Management and Purchasing: 1. Enter/Book the Sales Order using Configurator - for a Configure to Order Item 2. Progress the Sales Order Workflow to engage the Create Configuration process - Creates the new configured item combination in the item master - Adds the configured item to the Blanket Purchase Agreement which has had the sourcing rule and approved supplier list entry already setup 3. Progress the Sales Order Workflow - to suggest Create Supply - and then execute the Requisition Import 4. Create Releases runs automatically - confirm the Blanket Release was created 5. Create the Receipt and confirm the Sales Order Line status 6. Pick and Ship the Sales Order Line

Solution
Utilizing the Oracle E-Business Suite - Vision Demonstration Database - it is possible to create a Drop Ship Sales Order using the following steps below, upon logging in as OPERATIONS/welcome. Two responsibilities will be used during the demonstration: - Order Management Super User, Vision Operations

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1. Enter and Book the Sales Order

Login as operations/welcome.

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Move to Order Management, Vision Operations. Choose Orders/Returns - Sales Orders.

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Enter the customer name - "Business World" - the other information will default. Choose the Lines tab

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Enter the item BLAT000 and then the unit of measure of Each.

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Change to the Shipping tab and choose W1 as the warehouse - likely M1 was defaulted. - Choose the Configurator Button once the warehouse is changed.

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The configurator options window will open in the web browser window used to login - Make a few selections for the Configure to Order item - Choose the Finish button off to the right upon completing the selections - Note - any selections can be made at this point

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Upon clicking Finish in the configurator window - the item options are brought back into the Sales Order form. These are the various options for this configure to order configuration.

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Select the Book Order button - and the Order will now be booked....
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