Friday, November 11, 2011

Scheduling Sales Order in Order Management

In this blog, I will discuss how to schedule a Sales Order
Navigate to System Administrator Responsibility > Security > Profile > Personal
Set the profile option: OM: Auto Schedule = No

Navigate to Order Management Super User à Setup à System Parameters à Values
Reservation Time Fence = 30 (Time in days)
If the schedule date falls within the Reservation Time Fence, item will be reserved at the time of scheduling itself.

Navigate to Order Management Super User à Order, Returns àSales Order
Enter the Customer Name, Order Type and Price List

Go to Lines tab and enter Ordered Item, Qty and Request Date
See to that the Request Date should be greater than the Reservation Time Fence Value (in my case I've set the Date as Today's Date + 43 Days)

Click the Availability button to view whether the quantity is available. If the available quantity is sufficient, you can continue to the scheduling task.

Go to Tools menu, select Scheduling à Schedule. Click OK.

Go to Shipping tab and notice that the schedule ship date has been set to the request date.

Go to Tools menu, select Scheduling à Reserve. Click OK.

On the Shipping tab, you can view the reserved quantity in the Qty Reserved field.

Save the record.

Auto Scheduling Sale order
If Auto Schedule Option in the Tools Menu is Enabled, the Item will be Reserved automatically once the line is saved.

You can see that the Item is Reserved automatically

Enjoy learning Oracle Apps J

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1 comment:

  1. Hi Pavithra, Thank you for this valuable post. Could you please tell me one what basis the schedule date is calculated for the sales order line? when we hit schedule something happens in backend to calculate to available date, how that date is calculated?

    Thank you
    Ronny

    ReplyDelete