XML Publisher Details (Quote letter)

XML Publisher Details: (Quote letter)

     Using XML publisher we can create new template source and new data template. Both will be mapped using  the "Template Short Code" and Application name

Creating Template Source: (Layout template RTF format):

Navigation: XML Publisher Administrator -->Home -->Template

Database table: XDO_TEMPLATES_VL

Creating Data Template: (Data content with dynamic sql validation: xml format ):

Navigation: XML Publisher Administrator -->Home -->Data Definition


Database table: XDO_LOBS


Final OutPut Logic: 

1) RTF --> XSL  (Java API used: RTFProcessor rtfprocessor = new RTFProcessor();)
2)XML-->XML   (Java API Used: DataProcessor dataProcessor = new DataProcessor();)

Output: XSL+XML =>PDF format (Java API Used: FOProcessor processor = new FOProcessor();)

Changing or Creating terms & Contract page

High Level Overview:

Pre – requesting Steps:

Before creating the new clause, section and template in “Contract Terms Library Administrator” responsibility, we have to do copy of layout template for our contracts terms and agreement page.

Navigation: XML publisher Administrator ->Home ->Template

Query with “XLS-HTML” as TYPE filed.

And select “Contract Terms Layout Template for iStore”(Data template) and copy the duplicate for the same. This is used to Update/change the layout of your terms & contract page. (* Optional)

For creating section, clause and template use the below navigation.

Navigation: Contracts terms library administration -->Contract->Template

1)      Create new clauses:

Clauses are created for adding the required content details.

2)      Create new Section:

We can add multiple clauses under the single sections.

3)      Create New Template

=>During template creation we have to select layout template option as “Oracle Contract Terms Template” .

=> After that query the new template and add your section. Under the section add your list of clauses. 

4)     Using Existing the existing template

=>Otherwise just use existing contract template and do the cluses and section changes.

=> After that query the new template and add your section. Under the section add your list of clauses. 

To enable this updated template in iStore we need to map this default contract template in our operating unit.

Navigation: US HRMS Manager > Work Structure > Organization > Description.

Employee creation and user mapping

Employee creation, Employee role assignments and user mapping: 

Issue reason:
         Some times we are getting permission issue while accessing some of the module/responsibility like 'iReceivable, Service, Credit management Credit analyst' etc. For that we have to create new employee,import that employee, and assign roles (Not mandatory) finally map that employee into Application login user "Person field".

1) Employee Creation:
Navigation: Global HRMS Manager -->People -->Enter and Maintain.

Select new and enter employee details like name,gender from action tab select "Create Employment " option for employee creation. And enter identification employee number and save it , then enter the address details.

2) Import the Employee:

CRM Administrator --> Resource Manager -->import Resource 

From report category page enter your employee name and search employee. After finding employee select the employee and click start import button. and click ok Finally select save resource button. 

You want to assign any role for this employee means click details button and assign the required roles.  (Credit analyst, credit manager, collection agent, collection manager etc..)  

2) Employee Mapping:
If employee creation process is done, map this employee with application user. 
Navigation:  System administrator -->Security --> user --> Define

Query the application user and select this employee in person field, and save it.  

OAF

OAF

Reference:
https://blogs.oracle.com/prajkumar/entry/personalization_and_extensions_for_oaf

What is Drop Shipment - An Overview

What is Drop Shipment - An Overview

Companies that do not stock inventory of the products sold use the Drop Ship process.  These companies send orders for products to manufacturers (Suppliers), or major stocking distributors, who in turn drop ship the merchandise direct to the customers ordering the goods.

Process Steps

1.    Enter and book an order.

Defaulting Rules may set source type attribute to External through the organization level item attribute setting—Default SO source type for the item or you can manually choose External as the source type on the sales order line. Drop ship order lines can be processed for standard items, ATO models, Non SMC PTO models, and kits. SMC PTO models cannot be used on drop ship order lines. The Create Supply Workflow step loads OM information into Oracle Purchasing's Requisition Import tables. Alternatively, a Purchase Release concurrent program can be run to do the same.

2.    Run Requisition Import in Purchasing to create the requisition.

3.    Create a PO or Autocreate a Sales Agreement PO release from the approved requisition.

4.    When the vendor ships product to your customer, you may receive an ASN, or even an invoice, to indicate shipment to the customer.

If the vendor does not send an ASN, a receipt can be entered manually (passive receiving) to record a logical receipt.

5.    You can set the profile PO: Automatically Deliver Drop Ship ASNs to trigger automatic receipt of the ASNs in Purchasing, or choose to have manual intervention to receive the ASN. Inbound and outbound material transactions are automatically created for accounting purposes.

6.    Order Management workflow proceeds to next step, typically invoicing of the end customer.

                       

Oracle Apps SCM interview questions

1 Tell me Is there a way to update schedule ship date for all lines of SO in one go?
2 IF user wants to ship the lines in single delivery when there are different delivery id created for a Sales order, then what process has to be followed?
3 What are the attributes we need to define for BOM to raise configuration sales order?
4 Can one operating unit user see the sales order of other operating? How can we achieve this?
5 What is the difference between format trigger and action trigger? At what level can we write the format trigger frame or repeating frame or item?
6 When a consultant decide or suggest to create OU and Inventory Organization? Why the difference is?
7 what is the significance of BILL OF LANDING PROGRAM in Order Management?
8 What Should be the steps after approving purchase order want to change the quantity?
9 Is it possible to change the warehouse after booking the Sales order, If Yes how to de allocate the items booked in previous warehouse?
10 Explain difference between Discrete mfg and Process manufacturing?

Oracle crm module

Oracle Channel Revenue Management Oracle Marketing

Oracle Order Management Oracle Sales

Oracle Service

Organization creation,shipping parameter creation,shipping method & fright assignment ,item organization assignment

Organization creation,shipping parameter creation,shipping method & freight assignment ,item organization assignment

Organization creation and assigning inventory item to organization

For creating new organization . (Operating Unit)
Navigation:  Inventory-->Setup -->Organization -->Organization
(Select new to create new organization
And select other from inventory organization-->from list select  inventory information page will open)
(From inventory information give all org details, like org code, master organization name etc..)

For creating new organization location. ( billto & Ship to address details)
Navigation:  Inventory-->Setup -->Organization -->location
(Select or create new organization address)

Note: 
1) While defining OU, we have you attached BG and Ledge

2) Operating Unit Creation
 
Prerequisites for defining operating unit:

 1. Define Location.
 2. Define Business Group.
 3. Define Ledger.

 Navigation: HRMS --> Work Structures --> Organization --> Description.

Click on New operating unit with OU information.

2)  When you create the Operating Unit you need to run the "Replicate Seed Data" prog.....not for Inventory Organization..

For Example: 

 
Master OU: Vision Operations (Operating UNIT(operating unit information)-parameter added)

Sub Organization : M1 (Seattle Manufacturing) (Inventory Organiation--Inventory Information-Parametre added)

 For creating item and  Organization assignment:
Navigation: OM--> Items -->Master items

(Select Master Organization/Operating unit and add your items,  and assign your item to sub warehouse/organizations)

Ref: http://ajayatre.blogspot.jp/2012/10/inventory-organization-creation-in-r12.html


Setting Shipping parameter for inventory Organization

Navigation: Inventory-->Setup -->Organization -->Shipping parameters

And add all shipping parameter like, pick release, delivery , shipping etc



Setting Shipping parameter for inventory Organization

Navigation:OM-->Setup-->Shipping-->Freighr carrier and cost type

Query with your freight carrier and add your shipping method with web enabled(iStore) flag. And click Organization assignment button and select your organization.

Setting the Transaction type(Order Type) :
Navigation: OM-->Setup-->Transaction -->Transaction type -->Define
(Create order and line transaction type with credit check rule)

SCM (OM, Inventory, Purchasing) configuration details

=> OM configuration and setup details:

1.Define multiple organizations in Oracle Inventory : Oracle Inventory User's Guide

2. Setup Multi-Org (MultipleOrganization) Access Control Oracle Applications:Multiple Organizations Implementation Guide

3. Define key and descriptive flexfields: Oracle Order Management Implementation Manual

required under certain conditions

4. Define inventory organizations (warehouses), Parameters, subinventories, and picking rules in Oracle Inventory:

Oracle Inventory User'sGuide

5. Define Profiles :Oracle Order Management Implementation Manual

6. Setting OM System Parameters,:Oracle Order Management Implementation Manual

7. Define invoicing information: Oracle Order Management UserGuide

8. Define your sales representatives : Oracle ReceivablesImplementation Guide:

9. Define Tax Features : Current, Oracle Receivable's User's Guide 

10. Define Quickcodes, : Oracle Order Management 

11. Define header and lineprocessing flows:  Oracle Order Management

12. Define Document Sequences for Order Numbering:  Oracle Order Management Implementation Manual

13. Define Order Import Sources:  Oracle Order Management Implementation Manual

14. Define the units of measure :Oracle Inventory User'sGuide

15. Define item information  :Oracle Inventory User's Guide

16. Define the items that you sell :  Oracle Inventory User's Guide

18. Define price lists Oracle Advanced Pricing:  Implementation Manual

19. Define customer profile classes : Oracle Receivables Implementation Guide

20.Define information on your customers :Oracle Receivables Implementation Guide

21. Define item cross references current, Oracle Inventory User's Guid

22. Define your sourcing rules :Oracle Advanced Planning  and Scheduling User's Guide

23. Define Order Management Transaction Types : Oracle Order Management Implementation Manual

24. Set up Cost of Goods Sold Accounting flexfield combination: Oracle inventory

 25. Define Processing Constraints: Oracle Order Management Implementation Manual 

26. Define Defaulting Rules : Oracle Order Management Implementation Manual 

27.Define Credit Checking : Oracle Order Management Implementation Manual

28. Define Automatic Holds,: Oracle Order Management Implementation Manual 

29. Define Attachments:  Oracle Order Management Implementation Manual

30. Define Freight and Special Charge Types,: Oracle Order Management Implementation Manual

31. Define shipping parameters: Oracle shipping execution user guide


=>Inventory Configurations: 
 

•  Defining Location
• Defining Opearting unit
• Define OU Parameters (OU information, Quoting parametre)
• Define Item Master organization
• Defineing inventory organization
• Defining Sub inventories
• Defining UOM
• Defining template for item with default attributes
• Define item
• Definijngitem item status

=> Purchasing Configuration Details

•     Creating Application users
•   Adding required responsibility to user as per role
•   Creating employee in the application
•   Creating jobs and position in the application
•   Associating jobs and position to the employee appropriately
• Associate employee created with the user id created appropriately
•    Defining employee as buyer
•     Define Multiple organization access
• Define purchasing options
• Choose the option for document approval. (Employee/supervisor approval)
•    Define position hierarchy for document approval
•    Defining document styles
•    Enable purchasing periods