Line Status in Order Management - Release 11i

Line Status in OrderManagement Suite

An Oracle Topical Essay

Updated September 2002

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Line status in Release 11iOracle Order Management and Shipping Execution Release 11i provides line status tobest reflect the stage of the process for the order line and delivery line.

Starting in R11i.4, Oracle Shipping Execution expanded the status offering with theaddition of four new statuses: Released to warehouse, Backordered, Staged, andShipped.

In R11ifamily pack H, Oracle Shipping Execution further expanded the line statusvisibility with the addition of the new View Shipping Status window. It can beaccessed from the Delivery list of Actions on the Shipping Transactions form.

This topical essay will cover the flow and definitions of the order line and deliveryline status from time of order entry to invoice. Additionally, a table is provided at theback of this document to serve as a quick reference for viewing Actions andassociated line status within the: 1- Order Organizer, 2- Sales Order form, and 3-Shipping Transactions form.

Standard Flow (also includes PTO)

Line Status Flow

Oracle Order Management captures the order line status in the Sales Order Pad on theLine Items Main tab in the status field and in the Order Organizer on the Summaryand Line tabs. Oracle Shipping Execution displays the delivery line status in theShipping Transactions Form on the Lines/LPN Main tab in the Line Status field. Fora standard flow the statuses are:

Begin by placing the order in Order Management (OM):

Entered (OM): Order is saved but not booked.

Booked (OM): Order is booked.

Scheduled (OM): A user can customize the Workflow to show the Scheduled statuswhich indicates that the order line has been successfully scheduled. When the shipline logic starts, the order line status changes to Awaiting Shipping.

Awaiting Shipping (OM): Order is booked but lines are not yet picked.

Open (OM): This status of a delivery on the Additional Line Information formindicates that none of the delivery lines associated with that delivery have been shipconfirmed.

Navigating to Shipping Execution, the delivery line status flow is:

Ready to Release (SE): Order line is booked and passed to Shipping Execution. Itis now a delivery line that is eligible for Pick Release.

Submitted for Release (SE): In Release 11i.4, Submitted for Release statuschanges name to Released to warehouse.

Released to Warehouse (SE): Pick Release has started but not completed. Eitherno allocations were created or allocations have not been Pick Confirmed.

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Not Ready to Release (SE): A delivery line may be in this status when it isinterfaced manually into Shipping, is not scheduled and has no reservations. Whenlines are imported automatically from Order Management this status is not used.

Released (SE): Pick Release has run successfully. The action has translated thedelivery lines into move order lines in Inventory. The move order lines have beenallocated and pick confirmed. Once a delivery has been created, the delivery and itsassociated delivery lines are eligible for Ship Confirm. This status is no longer validstarting with Release 11i.4. Released was replaced by the following three additionalstatuses:

Backordered (SE): The delivery line is pick released but no allocations were createdor partial allocations occurred. As an example, if a delivery line has a quantity of100, and at pick release only 25 are available for allocation, the original delivery linesplits to create a new line (quantity of 75) for the unallocated portion with a status ofBackordered. The quantity on the original delivery line changes to 25 to reflect theallocated portion with a status of Staged/Pick Confirmed.

Staged/Pick Confirmed (SE): The delivery line is successfully pick released. Itoccurs after pick confirm to indicate subinventory transfer from source location tostaging location is complete. Lines staged until they are ship confirmed.

Both Backordered and Staged/Pick Confirmed status provide the ability to performopportunistic cross-docking for warehouse organizations with Oracle WarehouseManagement System (WMS) installed.

Shipped (SE): This line status indicates that the delivery associated with the deliveryline(s) is ship confirmed.

In Transit (SE): This delivery status indicates that the delivery associated with theline is ship confirmed and the pick up stop is closed.

Confirmed (SE): This delivery status indicates that the delivery line is either shippedor backordered and the trip stops are open.

Navigate back to Order Management and query the order which results in OMpulling updated Pick Release information from Shipping Execution (in R11i.4, thesestatuses will occur after Staged/Pick Confirmed and Backordered respectively):

Picked (OM): Pick release has completed normally (both allocation and pickconfirm). The delivery associated with the delivery line(s) may have also been ShipConfirmed but the Delivery may not be set in transit and the Trip may not be closed.

Picked Partial (OM): This status occurs when a delivery line is not allocated the fullquantity during Pick Release and Ship Confirm has not occurred.

The delivery line splits during Ship Confirm and the information passes to OrderManagement through the Process Order API. The order line then splits to reflect thechanges that occurred during the Shipping process. As an example, a customer ordersquantity 50. There are 20 on hand in inventory. The delivery line splits into twodelivery lines and therefore represents two order lines in Order Management. Theorder line with quantity 20 has the status of Picked or Shipped depending on whetheror not the delivery line is Ship Confirmed, the Delivery set in transit and the Tripclosed. The second order line with a quantity of 30 has a status of AwaitingShipping.

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Shipping Execution pushes status information to Order Management once ShipConfirm is completed:

Shipped (OM): The delivery associated with the line is Ship Confirmed. TheDelivery status is set to in transit. This status appears in the Additional LineInformation at the Pick Status field.

Interfaced (SE): If delivery was sourced from Oracle OM: The delivery line isshipped and the OM Interface and Inventory Interface concurrent processes havecompleted.

If delivery was sourced from an Oracle Application other than OM: The deliveryline is shipped and the Inventory Interface concurrent process has completed.

Awaiting Fulfillment (OM): Not all shippable lines in a fulfillment set or aconfiguration are fulfilled. This is a synchronization step within the Workflowprocess.

Fulfilled (OM): All lines in a fulfillment set are fulfilled.

Note: Fulfillment Sets are defined as a group of order lines that get fulfilled together.Items that are not shippable can be in fulfillment sets with shippable items, and thenwill not be fulfilled (and therefore invoiced) until the shippable items are fulfilled. Aline can belong to either a ship set or an arrival set, but can belong to multiplefulfillment sets.

Interfaced to Receivables (OM): Invoice Interface has been launched. OrderManagement writes information to Receivables tables.

Partially Interfaced to Receivables (OM): This status is used in a PTO flow andindicates that the particular PTO item is required for revenue.

Closed (OM): Closed indicates that the line is closed. It does not necessarilyindicate that the line is interfaced to Accounts Receivable (AR) since you must “closeline” activity in a no-bill flow.

Canceled (OM): Indicates that the line has been completely canceled. No furtherprocessing will occur for this line.

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The following scenario will emulate a Standard customer order from the first customercall to the invoice. The line status will assist the customer service agent on theShipper's side to answer the questions of the Customer.

Entered Status (OM)

A customer calls and begins placing an order with the customer service representative.The customer is unclear whether or not the order is complete and indicates that he/shewill call back to finish placing the order. The customer service representative savesthe order to capture the current information but will not book the order because thecustomer has indicated that the order is not complete. Both the Order Header and theOrder Lines associated with the customer call will have the status of Entered once theorder is saved. The line on the order exists in the system and can be queried when thecustomer calls back to complete the order. The following window illustrates the SalesOrder form with a status of Entered.

Entered status on the Line Items’ Main tab in Sales Order form.

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Booked Status (OM)

The customer service representative receives a second call the customer and adds twoadditional lines to the order. The customer indicates that the order is complete so theuser Books the order. The following window illustrates the Sales Order form with astatus of Awaiting Shipping.

Awaiting Shipping status on the Line Items’ Main tab in the Sales Order form.

The Order Information tab shows that the order status is Booked.

Booked status on the order header in the Sales Order form

Ready to Release Status (SE)

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Once the order has been booked, the information passes to Shipping Execution. Orderlines appear as delivery lines. Initially, it is a one to one ratio of order line to deliveryline.

The customer service agent calls the warehouse to ensure that the order that was justbooked has appeared in Shipping Execution. The warehouse clerk queries thedelivery lines by the order number provided by the customer service representativeand indicates that the Line Status is Ready to Release indicating the delivery lines areeligible for Pick Release. The customer service representative has been assured thatthe booked order lines are visible in the Shipping Transactions form and are ready forthe next step, Pick Release. The following window illustrates the Ready to Releasestatus on the Lines/LPNs tab in the Shipping Transactions form.

Ready to Release in the Shipping Transactions form.

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Staged/Pick Confirmed and Released to Warehouse Statuses (SE)

The warehouse clerk launches Pick Release. Upon querying the delivery lines byorder number, the warehouse clerk will see that the Pick Release status is:Staged/Pick Confirmed for those delivery lines that have received allocation andPick Confirmed successfully and Released to Warehouse for delivery lines thatrequire a manual Pick Confirm or have not been allocated. The following windowillustrates the Staged/Pick Confirmed and Released to Warehouse statuses on theLines/LPNs tab in the Shipping Transactions form.

Staged/Pick Confirmed and Released to Warehouse statuses in the Shipping Transactions form.

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Picked and Awaiting Shipping Statuses (OM)

The customer who placed the order calls up and wants to know the status, thecustomer service representative queries up the order in the Order Organizer and findsthat the status of the lines are Picked and Awaiting Shipping. The customer servicerepresentative is equipped to report that two of the order lines are processing smoothlyas they have been picked from their source location and transferred to the staginglocation within the warehouse. The customer service representative can also informthe customer that the third order line has been released to the warehouse. Thefollowing window illustrates the Picked and Awaiting Shipping statuses on the LineItems’ Main tab in the Sales Order form.

Picked and Awaiting Shipping statuses in the Sales Order form.

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Closed and Picked Status (OM)

The warehouse clerk has just Ship Confirmed the delivery associated with the deliverylines corresponding to the customer’s order. The warehouse clerk used the checkboxes on the Ship Confirm form to automatically set the delivery in transit and closethe trip. Order Management will be updated through the Process Order API and theorder lines that previously had the status of Picked will now show a status of Closed.

The customer calls back to check the status of the order, the customer servicerepresentative can tell the customer the date(s) that two of the order lines physicallyshipped from the warehouse. The customer service representative can also inform thecustomer that the third order line has been Picked, indicating that the next function isto ship the product. The following window illustrates the Closed and Picked statuseson the Line Items’ Main tab in the Sales Order form.

NOTE: For a short time immediately following ship confirm, the order line status will show as

‘Shipped’ while OM interfaces with Receivables so that the customer can be invoiced. When the

interface to Receivables is completed the line status in Order Sales form changes to ‘Closed’.

Closed and Picked statuses in the Sales Order form.

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ATO Line Status FlowA customer calls up Computer ABC and orders a laptop computer with a 56k modemand 64 megs of memory. This order will be processed as an Assemble to Order item.The line status flow will be:

Entered

Booked

Create Configuration Item Eligible:

Booked (item, options, option classes)

BOM and Routing Created (configuration item)

Create Supply Order Eligible:

Booked (item)

BOM and Routing Created (configuration item)

Awaiting Fulfillment (options and option classes)

Import Delivery Lines:

Booked (item)

Configuration Item Created: The configuration item, bills of material androuting have been created and the line is eligible for creating productionorders (Production Eligible).

Production Open (configuration): A work order has been linked to theorder line.

Awaiting Fulfillment (options and option classes)

Release the job in WIP:

Production Partial (configuration): Production has been partiallycompleted.

Complete the job in WIP:

Production Complete (configuration): Entire production is complete.

Pick Release

Ready to Release (SE)

Staged/Pick Confirmed (SE)

Ship Confirm

Staged/Pick Confirmed (SE)

Fulfilled

Invoice

Closed

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Bill Only Line Status FlowA customer calls up to place an order for Service, which is a non-shippableitem. The line status flow of this order will be:

Entered

Booked

Invoiced

Closed

Returns Line Status FlowEntered

Booked

Awaiting Return Disposition: Item requires inspection before Purchasing can createa receipt.

Awaiting Return: Purchasing creates a receipt of the item.

Returned: Item has been received and accepted.

Drop Ship Line Status FlowEntered

Booked

Purchase Release: Item requires inspection before Purchasing can create a receipt.

Awaiting Receipt: Purchasing creates a receipt of the item.

Interfaced to Receivables

Closed

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Order and Delivery Line Statuses

The following table shows the status of order lines and delivery lines after the action in the first column has beenperformed. The top block shows the status of the Order Organizer and Sales Order form and the bottom blockshows the status of the Shipping Transactions form. Here is an example of how to read the lines in the table:

Immediately after you autocreate a delivery, the status of all the entities will be as listed in the Create Tripcolumn of the table.• The Order Organizer Summary form will show the status of ‘Booked’• The Order Organizer Lines form will show the status of ‘Awaiting Shipping’• The Order Information Main tab of the sales order pad will show the status of ‘Booked’• The Line Items tab of the sales order pad will show the status of ‘Awaiting Shipping’• The Delivery tab of the Additional Line Information window will show the status of ‘Open’• The Pick Status tab of the Additional Line Information window will show the status of ‘Ready to Release’• The Trip Status tab of the Additional Line Information window will show the status of ‘Open’• The Delivery Line: Line Status of the Shipping Transactions form will show the status of ‘Ready to Release’• The Delivery Status of the Shipping Transactions form will show the status of ‘Open’• The Stop Status of the Shipping Transactions form will show the status of ‘Open’• The Stop Activity Status at Origin and Destination on the Shipping Transactions form will show the status of ‘N/A’• The Trip Status of the Shipping Transactions form will show the status of ‘Open’• The Trip Activity of the Shipping Transactions form will show the status of ‘N/A’

Order Organizer Sales Order Form

Entity Summary LinesOrder

InformationMain Tab

LineItems Tab

Additional Line Information

ActionsStatus Status Delivery

StatusPick

StatusTrip

Status

Enter Order Entered Entered Entered Entered N/A N/A N/ABook Order Booked Awaiting

ShippingBooked Awaiting

ShippingOpen Ready to Release N/A

Create Trip Booked AwaitingShipping

Booked AwaitingShipping

Open Ready to Release Open

AutocreateDelivery




Assign Deliveryto Trip




Pick ReleaseDelivery



Open Released toWarehouse (1)

Open


Booked Picked Booked Picked Open Staged/PickConfirmed

Open

Pack Line Booked Picked Booked Picked Open Staged/PickConfirmed

Open

Ship Confirm Booked Closed Booked Shipped (2) Closed Shipped ClosedShip Confirm Booked Closed Booked Closed Closed Shipped ClosedBack Order LineQty.

Booked AwaitingShipment


Open Backordered N/A

(1) Occurs when pick release has started but not completed. Either no allocations were created or allocations were not yet been pick

confirmed.

(2) Occurs when deferred interface is turned on and interface has not kicked off.

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Shipping Transactions FormEntity Delivery

LineDeliveryStatus

Stop Trip

Action Line Status Status Activity Status ActivityOrg/Dest Origin Dest.

OrderEntered

N/A N/A N/A N/A N/A N/A

OrderBooked

Ready ToRelease

N/A N/A N/A N/A N/A

Create Trip N/A N/A N/A N/A Open N/AAutocreateDelivery

Ready ToRelease

Open N/A N/A N/A N/A

AssignDelivery toTrip

Ready ToRelease

Open Open/Open AwaitingPick up

AwaitingDrop off

Open Remaining


Released toWarehouse (1)


AwaitingDrop off

Open Remaining


Staged/PickConfirmed


AwaitingDrop off

Open Remaining

Pack Line Staged/PickConfirmed


AwaitingDrop off

Open Remaining

ShipConfirm

Shipped Confirmed Open/Open AwaitingPick up

AwaitingDrop off

Open Remaining

Back OrderLine Qty.

Backordered Confirmed Open/Open AwaitingPick up

AwaitingDrop off

Open Remaining

Close pickup Stop

Shipped In Transit Closed/Open PickedUp

AwaitingDrop off

InTransit

On Board

InterfaceOrder Mgt.

Interfaced In Transit Closed/Open PickedUp

AwaitingDrop off

InTransit

On Board

Arrive StopTrip

Shipped In Transit Closed/Arrived

PickedUp

AwaitingDrop off

InTransit

Unloading

Close FinalStop

Shipped Closed Closed/Closed PickedUp

Dropped Off Closed Complete

(1) Occurs when pick release has started but not completed. Either no allocations were created or allocations were not been pick

confirmed.

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Line Status - June 2001

Author: Tim Conroy

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Line Status in Order Management - Release 11i