How To: Create a Sales Order

In the Order to Cash (OTC) process in Oracle Applications, one of the first steps is to Create a Sales Order in Order Management Module.

The usual process of creating a Sales Order involves inserting data into an inbound staging table and then calling a Custom concurrent program. The detailed steps are as below:

  • Insert data into staging tables.
  • Validate data in the staging tables.
  • Insert the validated data into Oracle Order Management Interface Tables.
  • Run the Seeded Oracle “Order Import” Concurrent program to Create Sales Order.

These steps are explained as below:

  • Insert data into staging tables: Basing on the source system, data is inserted into Custom staging tables via a middleware application like Webmethods or SOA.
  • Validating Data in the staging tables: Some of the major validations that need to be done before inserting data into Interface tables are:
    • Item Validation: The item that is being used on the Sales order need to be validated. The item has to exist in the Item Master as well should be assigned to the inventory org from where the Item is being shipped from.
    • Customer Validation: The Customer for which the order is being created for, should exist in the system already.
    • Get BILL_TO Validation: For the Customer that exists, check to see if a valid BILL_TO Site exists.
    • GL_Period Validation: Validate whether the Order data has Open GL period or not.
    • UOM Code Validation: Validate Unit of Measure validation.
    • Operating Unit Validation: Validate the Operating Unit for which the order is being created in.
    • Get Price List: Derive the Price List.
    • Derive Tax Rate Code: Derive the tax rate code based on the tax code passed by the source system.
  • Inserting Data into Interface Table: Upon Validation, Data is inserted into the following Order Interface Tables:
    • Headers Interface: OE_HEADERS_IFACE_ALL.
      • This is the Headers Interface table that captures all the data that goes into the Order Header data (later into OE_ORDER_HEADERS_ALL table). Some of the important columns to be populated are: Operation_code, order_number, orig_sys_document_ref, org_id, Ordered_date, order_type_id, sold_to_org_id, ship_from_org_id, invoice_to_org_id, booked_flag, change_sequence etc.
    • Lines Interface: OE_LINES_IFACE_ALL
      • This is the Lines Interface table that captures all the data that goes onto the Line Level on the Sales order (later onto the OE_ORDER_LINES_ALL table). Some of the important columns are: Org_id, orig_sys_document_ref, inventory_item_id (item), ordered_quantity, order_quantity_uom, unit_list_price, unit_selling_price, fulfillment_set_id etc.
    • Payments Interface: OE_PAYMENTS_IFACE_ALL
      • The Payments Interface table captures data that is shown later on the payments screen on the order. This table has the data that is later populated into OE_PAYMENTS table. Some important columns are: Payment_number, orig_sys_document_ref, orig_sys_payment_ref, payment_type_code, payment_amount, check_number, credit_card_number, credit_card_expiration_date etc.
    • Actions Interface: OE_ACTIONS_IFACE_ALL
      • The Actions interface table is used to load data that will perform any Action to be taken on the order once the order is created. Some uses include Cancelling a line, Applying Hold etc.. Some important columns are: Org_id, Hold_id, Hold_type_code, Operation_Code.
    • Adjustment Interface: OE_PRICE_ADJS_IFACE_ALL
      • The Adjustment interface table holds the data that later goes to the OE_Price_Adjustments table. This table is used to store price adjustments that have been applied to an order or a line.
  • Submit Order Import program: Once data is inserted into the above interface tables, the Seeded Oracle job – Order Import is submitted as a Concurrent program. The code to call the program is as below:
  • Order Interface Errors: During importing the Orders from Interface tables to the Order base tables, if an error occurs due to a setup issue or a data issue, then the corresponding error messages are stored in OE_PROCESSING_MSGS_TL table.
  • Oracle Base Tables: Upon completion of the “Order Import” seeded program, the base tables where order information is stored are:
    • Header Data: OE_ORDER_HEADERS_ALL
    • Lines Data: OE_ORDER_LINES_ALL
    • Payments Data: OE_PAYMENTS
    • Adjustments Data: OE_PRICE_ADJUSTMENTS
    • Holds Data: OE_ORDER_HOLDS_ALL
    • Order Sources: OE_ORDER_SOURCES
    • Sets data – Arrival Set, Ship Set, Fulfillment Set: OE_SETS
    • Transaction Types: OE_TRANSACTION_TYPES_TL.

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