Description:
Oracle Order Management provides you with the ability to capture shipping tolerance levels for over and under shipments recorded during ship confirmation. The shipping tolerance feature enables you to define various shipping tolerance. levels for ordered and expected return quantities.
Remained Order Line gets canceled after we split the Order line in shipping transaction form and ship the line.
This document makes you understand the under shipment tolerance functionality while we split the order for ship confirm in shipping transaction form.
If we have define the Tolerance and performs Over/Under, the system will not Retain the Unstaged quantity; rather, it will cancel the remaining Unstaged quantity (as long as Over/Under tolerance fulfilled).
So let us see the under shipment functionality in the below exercise:
Step 1: Create a sales order.
Responsibility: Order Management Super User.
Navigation: Orders, Returns > Sales Orders.
Create the order for 100 quantity and book the order.
Come to the Shipping tab, and we can find the Under-ship tolerance will be 25% default.
The Tolerance is picking as 25% on the above screen as the tolerance is given under the profile option as below.
Step 2: Split the Order.
Split the Order in the shipping transaction form. Right-click on the line and select spilt, the below box appears. Give quantity split to 75 and say OK.
Now, if we observe, the line has been split to 75 and other lines for 25 quantities.
Come to the second line with 75 quantity and right-click and say Launch Pick release, which means we are just releasing the second line of 75 quantity.
We can see the Pick slip report, which says 75 quantities has been picked.
Now perform the Ship Confirm process for the same line. Note the delivery number has been created only for the picked line.
Run the Workflow background Process report.
Now, if we check the shipping transaction form, the line has been shipped and interfaced, and the other line got canceled. (See the line status).
The Order line status in the sales order form will be closed with 75 Qty Shipped.
This functionality is because we have set the under ship tolerance is 25%, and our ordered quantity is 100, if you ship 75 or more, the order line is considered to be fulfilled. The system will automatically close the line and cancel all the related Back-ordered line.
However, this shipment tolerance values can be overridden at Customer, Bill To, or Item level as given in the below screenshots.
- Customer and customer Bill to level.
Summary:
An order management system (OMS) automates and streamlines order processing for businesses. An OMS provides constantly updated inventory information, a database of vendors, a database of customers, a record of customer returns and refunds, information on billing and payments, order processing records and general ledger information.
Ship sets ensure that at the time of ship confirm, all lines within the set are picked and shipped together, and not individually. With Oracle Order Management, the concept of creating sets for shipment has been expanded to include additional set functionality based upon ship, arrival, and fulfillment.
Queries?
Do drop a note by writing us at doyen.ebiz@gmail.com or use the comment section below to ask your questions.
