CHAPTER 1: Oracle Apps Order to cash(O2C) Cycle

CHAPTER 1: Oracle Apps Order to cash(O2C) Cycle


Explain me the o2c cycle along with tables


The Order to Cash (O2C) concept refers to the procedure that a business uses to sell a consumer a good or service and be paid for it.


Flow Steps


1.Order Entry—order management>sales order, status=entered





2.Booking—click booking subtab in order management(OM), status=booked, line level- awaiting shipping, picked, shipped, closed





3. Pick release—order management>shipping>shipping release Sales order (click on execute button or concurrent in company), om-line status=awaiting shipping





4. Shipping- order management>shipping>Transactions (button=confirm to ship), (if required action = backorder), om-line status=shipped





5. Transaction or Invoice creation—workflow background process run from (order management).


—ar invoice


1.)auto invoice master program, 2.)Auto invoice import program








6. Receipts—receiving>receipts





7. Transfer Journal entries to gl


Journal Import pgm run, posting








Initial requirements:


1. Creation of items a. Go to Inventory module -> Items -> Master Items: -Enter item name and description;


-Select organization V1 (Vision Operations); occasionally, operating unit is the same as organization name.


888—item name—go to Tools -> Copy From and use the template for "Purchased Item."Navigation in apps to the Order Management tab and check the Internal


Ordered box.


Activate internal directives. Conserve. Navigation in apps to Tools -> Enable Organization Assignment for M1. Conserve.


Choose Help -> Record History to see the table.Mtl_system_items_b's primary key is Inventory_item_id.


Org_organization_definitions Group table: -pk = organization_idSELECT ood.organization_name, ood.organization_code, and msi.segment1 item


from mtl_system_items_b org_organization_definitions and msi OOd WHERE msi.segment1='LAPTOPDELL' and msi.organization_id = ood.organization_id








Do a miscellaneous receipt to create on-hand quantity(give the number of quantity) for the item in M1. –Inventory>transaction>miscellaneous transactions


- Go to Change Organization(usually below the setup, Change Organization menu is placed ) and select M1


- Navigation in apps to Inventory -> Transactions -> Miscellaneous Transaction


- Create a miscellaneous receipt transaction with the following information


Item : 888


Subinventory : FGI


UOM : Ea


Quantity : 300


Account : Select the account alias=account code combination =Miscellaneous (01-580-7740-0000-


- Save record


- Navigation in apps to Inventory -> On-hand, Availability -> On-hand Quantity and verify the on-hand quantity for the item


Table : Mtl_onhand_quantities





select sum(transaction_quantity) from mtl_onhand_quantities where inventory_item_id=246205





3 .Add items to the price list:





Go to oracle pricing manager global responsibility or Advance pricing manager


Price lists- price lists setup


F11- enter


Corporate


Control F11


Add item to the price list


Here we are giving the selling price(sp) because we are selling the item to customer (om) in the record


ISSUE: If you are unable to add an item to a pricing list, make sure that the setup is complete before doing so.


QP: Code for Source SystemNavigation in apps to profile → system administrator — systemSelect user and type user name in operations


QP query: Source code for the system


Verify oracle price at the user or site level as opposed to oracle procurement.

Note: According to Oracle,


the system, users will be prioritized first, and sites will be prioritized last.





Order Entry:





once we book the order for the customer,we will include all the information


like customer and its bill to,ship to location ,order type,ware house info.item info.


etc.


navigation : order management super user vision operations(USA)


orders>returns>sales orders








enter the customer number,press tab it will populate ship to location and bill to location


address.


select the order type as 1. Standard, 2. mixed, 3. drop shipment, 4. back to back order, 5. bill only for service, return only,go to line item(after saving,it will generate the


order number in the main tab).

Line level

in the line items ,enter the item,qty,after entering the quantity,click on availability button


to check the stock of the items, once on hand availability there click on book order to booked





at this level observe the statuses at the header level as booked and at the line level status as awaiting shipping.





backend tables-In Toad Application


Order entry: base Table names








1.oe_order_headers_all


2.oe_order_lines_all


3.oe_transaction_types for order types(mixed,standard, drop shipment, back to back order, bill only for service, return only for RMA)





for customer information:base Table names


receivables>customer





1.hz_parties-customer name—party_id


2.hz_cust_accounts—account number


3.hz_relationships customer cum supplier


4. hz_cust_sites_uses_all—customer site information, site_use_id

select flow_status_code,header_id from oe_order_headers_all


where order_number='56761';


flow_status_code='ENTERED'


select flow_status_code from oe_order_lines_all


where header_id='94619'


flow_status_code='awaiting shipping'


Check the availability And Book, status=booked flow_status_code





Line level=awaiting shipping-flow_status_code

Booked:


-


click on book order button,we will get the message .order has been booked


select flow_status_code,header_id from oe_order_headers_all


where order_number='56761'


flow_status_code='BOOKED'





select flow_status_code from oe_order_lines_all


where header_id='94619'


flow_status_code='Awaiting Shipping'





select released_status,DELIVERY_DETAIL_ID from wsh_delivery_details


where source_header_id='94619'


Here source_header_id is equivalent to header_id from oe_order_headers_all


Released_status=R means Ready to release








Oracle etrm site is there to see tables and joins, primary key of the table.


Integrated soa gateway responsibility - to see apis and interface table, program names.





Booked status:

To get the delivery table information-> line item-> action-> additional line information