System operation record for direct order drop ship process in Oracle EBS
Application Scenarios:A company sells its products to customer B, but does not produce the product, but buys it to supplier C, and usually the supplier C sends the goods directly to the B client, which is a business process often used by the trade-oriented enterprises, which is also used in the sales of subsidiaries of some group companies.
In the actual business, not all sales are issued within the enterprise, in order to save costs, improve turnover efficiency, and even emergency sales, enterprises tend to external enterprises as one of the sources of their own sales, through the procurement of direct delivery of the way, the other enterprise's goods directly to their customers. This kind of sales business model, the system is called the Straight hair sale (dropship Sale).
When you create a sales order line, the source is selected as external (vendor), and the purchase requisition and purchase order are created for the relevant order lines after the order is registered, and the vendor ships the item directly to the specified customer after the purchase order is received. After the customer actually receives the item, the "virtual (logical)" Receipt of the item is made in the system according to the relevant purchase order. After the virtual receipt of the item is completed, the system automatically completes the shipment of the related sales order and generates the relevant ledger account assignment information.
Direct Sales Advantage 1, no inventory requirements, reduce the inventory of goods on the use of capital
2, shorten the intermediate out of storage links, reduce the cost of processing orders to achieve
3, supply and marketing combined, reduce sales execution time
4, can eliminate the damage caused by the sale of goods
5, suppliers to provide packaging and transport, can eliminate packaging and transportation costs of enterprises
6, reduce the material to the limited inventory space occupation
7, eliminate the transshipment link, reduce the material to reach the customer's transit time
8, to provide customers with a richer variety of products
system functions and processes: Oracle EBS provides a dedicated sales business model for this scenario, and the system process is divided into the following steps:
1. Sales order: Enter the sales order and register, only note "line Source type" is "external";
2. Request interface Data generation: After the workflow engine runs, the data is automatically written to the purchase requisition interface;
3. Application generation: Import purchase requisition, and automatic approval;
4. Create a purchase order: Manually create a standard PO, the receiving method system is set to receive directly;
5. PO receiving: After receiving storage, the system automatically forms the transaction processing of the sales out of the library;
6. Receivable interface Data generation: running the workflow engine;
7. Receivable Invoice Generation: Import receivable data, Form receivable transaction document, end.
Usage Prerequisites, Settings:
- For dropship use, the distribution module uses a common set of settings, that is, the modules have been able to perform normal business processes before. Other items to note are as follows:
- Item: Enable the internal order feature, the price list value in the attribute cannot be empty or 0, or the application cannot be generated when the import request occurs.
Note 1, the direct delivery of the order after the receipt of deliveries at the same time to finish the sale of the shipment, the sales order status has been shipped, the workflow engine runs, the order line is closed and the receivable interface line automatically generate invoice information, you need to pay attention to the actual business liabilities and the time of the receivable.
2, the query material transaction processing will only have a history of procurement received, there will be no record of sales shipments, which is different from standard sales.
3. The standard sales order issue can view the Delivery tab information, but the direct shipping order is the information to view the Direct Shipping tab.
Test process record 1, establish sales order:
Create a new standard sales order, note that the row source type in "shipping" in the line item must be selected "external" to register the order, at which point the order status and order line status are "registered" status.
2, submit "Workflow background process" request, after completion can see the status of the order line becomes a "waiting to receive" status, then the order data has entered the requisition interface, if not changed, the import interface is not successful.
3. Generate the Application form. Run the import requisition request to view the results of the import in the output.
When you run the import requisition, the "ORDER ENTRY" entry is not selected in the parameter, stating that the previous write PR interface (po_requisitions_interface_all) has a problem and can be run with a "purchase release" under one path to help write.
You can see the generated purchase requisition number from the additional line information for the sales order.
4. Re-set the purchaser to be the buyer bound to the account.
5, in the procurement module to find the application, has been assigned to select "Yes".
6. Create a purchase order and approve it.
Select the vendor and location and click Create.
Approval.
7, receiving storage. Select Batch-sequence, enter received quantity and sub-inventory, click Save.
8. Check Shipment status
When the sales order line status is checked, the status is shipped, stating that the system has been automatically shipped for this order, you can view additional information for this row to verify, but the shipment record is not found on the shipping transaction form.
9. Generate the Receivable interface data
When you run the workflow daemon again, the status of the order line changes to a closed state.
Flow chart for direct orders
Quantity adjustment after shipment if you do not want to ship the remaining quantity after you have shipped a portion of the direct outgoing run, cancel the line. If the shipment quantity is less than the order quantity, the sales order line is divided into two lines. The first line shows the number of deliveries, and the second line shows the number of deferred deliveries. The excess shipment must be handled manually.
If the number of deliveries by the supplier is greater than the order quantity, you can open a single order to the customer for an additional quantity or request a return. Use the sales order and purchase Order Variance report to view the differences between the direct shipping sales order and the purchase requisition/order associated with it.
Returns use the standard order Management system feature to process return approval (RMA). The customer may return the direct shipping item to you or return it to the supplier. If you receive a return from the warehouse, you can keep it or ship it to the vendor. If you want to transfer the returned items to the vendor, you should notify the buyer and authorize the return by generating a return document in Oracle Purchasing. If the supplier receives the return directly, they must notify you of the matter before you can process the return in the order management system.
Suspend and approve you can use the standard suspend and approve features to control direct shipping of sales orders. You can implement suspend and approve in different stages of the order workflow to control the direct shipping process. For example, if the vendor retains the right to reject a return, you can add an approval step in the order workflow to ensure that the customer does not receive the credit (unless the vendor notifies you that they accept the returned item).
If a row is suspended before the purchase release is run, the order management system will automatically force the hold. However, after you generate a direct-run purchase order, you must manually control the hold with the vendor. The sales order and Purchase Order Variance report displays pending orders for review.
Delivery tolerances during a direct shipping transaction, the received quantity is stored in the order management system as the number of shipments. If this quantity is less than the order quantity and is within the specific delivery tolerances, the system will complete this order line completely. If this quantity is not within the tolerance range, the order line will be divided into two lines. The first order line displays the number of shipments and is ready to be invoiced. The second line becomes a deferred order and waits to be received.
System operation record for direct order drop ship process in Oracle EBS
