Sunday, August 7, 2011

Order Line Status Flow in Oracle 11i in Detail

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 status which indicates that the order line has been successfully scheduled. When the ship line 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 form indicates that none of the delivery lines associated with that delivery have been ship confirmed.

In Shipping Execution, the delivery line status flow is:
Ready to Release (SE): Order line is booked and passed to Shipping Execution. It is now a delivery line that is eligible for Pick Release.
Released to Warehouse (SE): Pick Release has started but not completed. Either no allocations were created or allocations have not been Pick Confirmed.
Not Ready to Release (SE): A delivery line may be in this status when it is interfaced manually into Shipping, is not scheduled and has no reservations. When lines are imported automatically from Order Management this status is not used.
Backordered (SE): The delivery line is pick released but no allocations were created or partial allocations occurred. As an example, if a delivery line has a quantity of 100, and at pick release only 25 are available for allocation, the original delivery line splits to create a new line (quantity of 75) for the unallocated portion with a status of Backordered. The quantity on the original delivery line changes to 25 to reflect the allocated portion with a status of Staged/Pick Confirmed.
Staged/Pick Confirmed (SE): The delivery line is successfully pick released. It occurs after pick confirm to indicate sub inventory transfer from source location to staging location is complete. Lines staged until they are ship confirmed.
Shipped (SE): This line status indicates that the delivery associated with the delivery line(s) is ship confirmed.
In Transit (SE): This delivery status indicates that the delivery associated with the line is ship confirmed and the pickup stop is closed.
Confirmed (SE): This delivery status indicates that the delivery line is either shipped or backordered and the trip stops are open.
Picked (OM): Pick release has completed normally (both allocation and pick confirm). The delivery associated with the delivery line(s) may have also been Ship Confirmed 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 full quantity during Pick Release and Ship Confirm has not occurred.
The delivery line splits during Ship Confirm and the information passes to Order Management through the Process Order API. The order line then splits to reflect the changes that occurred during the Shipping process. As an example, a customer orders quantity 50. There are 20 on hand in inventory. The delivery line splits into two delivery lines and therefore represents two order lines in Order Management. The order line with quantity 20 has the status of Picked or Shipped depending on whether or not the delivery line is Ship Confirmed, the Delivery set in transit and the Trip closed. The second order line with a quantity of 30 has a status of Awaiting Shipping.

Now, Shipping Execution pushes status information to Order Management once Ship Confirm is completed:
Shipped (OM): The delivery associated with the line is Ship Confirmed. The Delivery status is set to in transit. This status appears in the Additional Line Information at the Pick Status field.
Awaiting Fulfillment (OM): Not all shippable lines in a fulfillment set or a configuration are fulfilled. This is a synchronization step within the Workflow process.
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 then will not be fulfilled (and therefore invoiced) until the shippable items are fulfilled. A line can belong to either a ship set or an arrival set, but can belong to multiple fulfillment sets.
Interfaced to Receivables (OM): Invoice Interface has been launched. Order Management writes information to Receivables tables.
Partially Interfaced to Receivables (OM): This status is used in a PTO flow and indicates that the particular PTO item is required for revenue.
Closed (OM): Closed indicates that the line is closed. It does not necessarily indicate that the line is interfaced to Accounts Receivable (AR) since you must “close line” activity in a no-bill flow.
Canceled (OM): Indicates that the line has been completely canceled. No further processing will occur for this line.

Source: White Paper on “Line Status in Order Management Suite” from Oracle by Tim Conroy

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