Automatic Line Set Assignment

Oracle Order Management enhances Line Set (Ship/Arrival) functionality with seeded defaulting rules minimizing the need for user action thus reducing error and keystrokes.

Features include

  • Allow defaulting header level Line Set (Ship/Arrival) from Order Transaction Types
  • Customer
Invoice To
Ship To

Defaulting Rules Setup
Previously, there were hard coded defaulting rules such as Ship To, Line Set, Invoice To, Line Set, or Customer.Line Set (Sold to), depending on which lines were automatically included in Ship or Arrival Sets.

  • The hard coded defaulting rules have been converted to seeded defaulting rules using defaulting framework to provide flexibility in changing the sequence of the rules to be used.
  • Added defaulting rule for Order Type.Line Set
  • A facility has been provided to define a defaulting rule for Ship Set or Arrival Set based on the Transaction type.

Note: Defaulted Set at the header level will only affect the new lines that are being created and will not have any impact on existing lines.

Ship Set or Arrival Set For Each Line
Oracle Order Management has increased the choice to their customers of header level Ship/Arrival Set functionality. The profile, "OM: Assign new set for each line," provides two alternatives:
Many businesses do not wish to create multiple shipments for a single order.The default is set to "No," creating a single Ship/Arrival Set per order. As an example, if the header level choice is Ship, all successfully scheduled lines are assigned to one Ship Set when created. If one line fails scheduling, none of the lines are assigned to a Ship Set.

It is important for other businesses that a single line ship complete and multiple shipments are allowed per order. By setting the profile to "Yes," the system creates a unique Ship/Arrival Set for each line in an order as long as the line can be scheduled.
 
Option 1 provides functionality for businesses that prefer to group all lines of an order into one Ship Set or Arrival Set.

  • Setting the profile to "No" with header level set to "Ship" creates one Ship Set per order, scheduling all of the lines to ship together from the same warehouse to the same Ship To with the same Scheduled Ship Date, potentially saving on freight costs.
  • Setting the profile to "No" with header level set to "Arrival" creates one Arrival Set per order, scheduling all of the lines to arrive together at the same Ship To with the same Scheduled Arrival Date providing a high level of customer service through scheduling to deliver all lines of the order at the same time to the same place.

Option 2 creates an additional use of Ship/Arrival Sets by creating a unique set for eachline of an order.

  • Setting the profile to "Yes" with header level set to "Ship" creates a unique Ship Set for each line of the order. Creating line level Ship Sets enforces that the full quantity ordered is scheduled to ship at the same time. Thus assisting in customer satisfaction through shipping full quantity every time an item is ordered. It also allows flexibility in that each line is independent. Consider an order with two lines, 1) Item A, quantity 500 2) Item B, quantity 200. At the time of scheduling, Item A has full quantity of 500 available to be ordered while Item B only has quantity 50 available. With separate Ship Sets, Item A, quantity 500 proceeds to Pick Release and Ship Confirm while Line 2, Item B will not progress. The customer is happy as full quantity 500 of Line 1, Item A is shipped immediately instead of waiting for the complete quantity of Line, 2 Item B to ship on the same date.
  • Similarly, setting the profile to "Yes" with header level set to "Arrival" creates a unique Arrival Set for each line of the order. Creating line level Arrival sets enforces that the full quantity ordered is scheduled to arrive. Thus assisting in customer satisfaction through shipping full quantity every time an item is ordered. It also allows flexibility in that each line is independent. Consider the same order with two lines, 1) Item A, quantity 500 2) Item B, quantity 200. At the time of scheduling, Item A has full quantity of 500 available to be ordered while Item B only has quantity 50 available. With separate Arrival Sets, Item A, quantity 500 proceeds to Pick Release and Ship Confirm while Line 2, Item B will not progress. The customer is happy as full quantity 500 of Line 1, Item A arrives together instead of waiting for the complete quantity of Line, 2 Item B to arrive on the same date.

Changing Scheduled Lines
Order Management has many features to help manage scheduled lines when the lines are changed. When a scheduled line is changed, the system reschedules the line. For example, if you change the ordered quantity or the warehouse, the system reschedules based on this new information.

When a new line is inserted into a scheduling group (such as a ship set or a configuration) that is scheduled the system will first try to schedule the new line with the same attributes as the other lines in the scheduling group. If that fails, then it checks the value of the profile option Auto Push Group Date. If the value is No, the line is inserted but not scheduled. If the value is Yes, the system tries to reschedule the whole set. If rescheduling the whole set fails, the line is inserted but not scheduled. Exception: If the line is part of an ATO configuration or a ship model complete PTO configuration, and scheduling the group of lines together fails, then the line will not be inserted. When you cancel a line that has been  scheduled or reserved, the system unschedules the lines and removes the reservations. If a scheduled line is partially canceled, the system cancels scheduling information in this order:

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