Item Orderability R12 1

Item Orderability in Order Management R12.1 An Oracle White Paper May 2009 It would be possible to apply orderable products business rules to Items or Item Categories defined for an organization.1. Setup I. the user would be able to restrict the Items that can be ordered from the sales order and quick sales orders windows. III. The Ordered Item List of Values is populated by listing all the items available in the Item Validation Organization of the current operating unit. Define an Orderability Rule The purpose of Orderability Rule is to restrict the items that can be ordered from the sales order and quick sales orders windows.Summary Item Orderability is one of the new features that come with Order Management Release 12. If the same rule needs to be applied on a different Operating Unit. Oracle provides an easy way to define orderable products. this needs to be specifically defined in the new OU. With this release. In Release 12.1 a new form has been introduced: Item Orderability form (OEXITORD. Define an Orderability Rule Set the Profile OM: Use Materialized View for Items LoV Run Refresh Order Management Materialized Views I.fmb) and can be accessed from the following: Order Management > Setup> Rules > Item Orderability Figure1 – Item Orderability Form Every Orderability Rule is specific to an Operating Unit. Based on the rules defined in the Orderability window. 2 . II. based on exceptions defined in the item orderability rules. END CUSTOMER. It is possible to provide multiple rule levels when defining an orderability rule. It is possible to provide multiple criteria when defining an orderability rule. CUSTOMER CLASS.fmb): a) If the Generally Available checkbox is checked: The item (or item category) is available to ALL customers EXCEPT the ones that meet the criteria mentioned at Rule Level region. ORDER TYPE. SHIP TO LOCATION.Figure 2 – OM System Parameters form where Item Validation Org is set The logic of the Orderability Rule is driven by the option Generally Available (a checkbox in Item Orderability form OEXITORD. SALES PERSON. (here REGIONS level is based on Shipping Regions defined in Oracle Shipping ). SALES CHANNEL. The OR condition is applicable when evaluating multiple rule level combinations. CUSTOMER CATEGORY. b) If the Generally Available checkbox is unchecked: The item (or item category) is restricted to customers EXCEPT the ones that meet the criteria mentioned at Rule Level region. 3 . The OR condition is applicable when evaluating rule level combinations. DELIVER TO LOCATION and REGIONS. BILL TO LOCATION. There are 11 Rule Levels that can be combined to create an Orderability Rule: CUSTOMER. Generally Available Flag. Order Import. namely: Quick Sales Order form.1 : Item Orderability Rules Listing Report (OEXITORD. Order Management introduced a new report in R12. OE_ITEM_ORDERABILITY _RULES table stores the item orderability rules information and the descriptive flexfield columns.If an Orderability Rule is already set for an item category. Enabled Flag. The system will display the following message: Figure 4 – Message displayed when an OR is already set at item level Important: If you choose to enable this functionality. EDI. In order to review the Item Orderability Rules already defined.rdf ) which lists the item orderability rules by item or item category. iStore or third party applications will not be accepted in Order Management if the incoming orders do not comply with item orderability rules. Orderability_ID column (present in both tables) maps parent and child records. 4 . Customers can use the public api OE_ITORD_PUB. APIs etc or orders coming from other order capturing applications such as Quoting. HVOP. The information regarding Item Orderability Rule is stored in the following tables: OE_ITEM_ORDERABILITY (parent table) and OE_ITEM_ORDERABILITY_RULES (child table). Item Level. it is not possible to set a different rule for an item category which includes this item. XML. Sales orders created by any one of the online or batch means. OE_ITEM_ORDERABILITY table stores the item orderability header information such as Operationg Unit. it is no possible to set a different rule for an item which belongs to this category. The system will display the following message: Figure 3 – Message displayed when an OR is already set at item category level Also.Import_Item_orderability_rules to import item orderability rules from external systems into OM. if an orderability rule is already set for an item. Set the Profile OM: Use Materialized View for Items LoV(Honours Item Orderability Rules) This is a site level profile option and controls the display of the Orderd Items list of values from sales order line level.2 If there is no Orderability Rule defined for the item or item category.2 If there is no Orderability Rule defined for the item or item category: then the Ordered Items LOV lists all the items of the item validation organization of the current operating unit.1 If an Orderability Rule is defined for the item or item category: On the Sales Order level. 5 . III. the restricted item is visible in Ordered Item list of values at Sales Order line level. 2.II. The Ordered Item LOV displays only those items which are not restricted by the orderability rules. Run Refresh Order Management Materialized Views Refresh Order Management Materialized Views (OEXITORDMV ) is a new concurrent program in Order Management R12. 1. Figure 5 – Message displayed when trying to save a SO having an OR in place 1. Note: using the materialized view by setting the profile option OM: Use Materialized View for Items LoV(Honours Item Orderability Rules) to Yes gives a better performance when entering Sales Order Lines and choosing the Items. 2. If the profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules) is set to No or null. then the followig logic is used: 1. the Ordered Item list of value from Sales Order line is based on the materialized view OE_ITEMS_MV and the following logic is used: 2.1 If an Orderability Rule is defined for the item or item category. but the item will be validated against the Orderability Rule. A message is displayed when saving the sales order line having this item.1 which updates the item list of values. If the profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules) is set to Yes. displayed in the order entry form. then the Ordered Items LOV lists all the items of the item validation organization of the current operating unit. Figure 6 – Item attributes at Item Master level 2. C. OE_ITEMS_MV. Also. cross reference. based on orderability rules. to ensure that the item list of values displays the latest items on the order entry form. C. R12. Networks. except for the customer: A.If the profile OM: Use Materialized View for Items LoV is set to Yes.1 If the site level profile option: OM: Use Materialized View for Items LoV is set to No or has a null value. the concurrent request Refresh Order Management Materialized Views needs to be run in order to refresh OM materialized views OE_ITEMS_ORD_MV. for customer: A. 1. make sure that the item is on a price list.1 Item MS_ASSEMB_ITEM needs to be restricted for order by all the customers. Order Management tab. 3. Go to Sales Order form and fill in a sales order for item MS_ASSEMB_ITEM. Create an Item Orderability Rule Order Management> Setup > Rules > Item Orderability Figure 7 – Defining an Orderability Rule for MS_ASSEMB_ITEM 3. the following behaviour is seen: a) the item is visible on the list of values: 6 . All the relevant item attributes have been checked in Item Master form. The concurrent request needs to be run after changes are made to the item master. Simple test case performed in a Vision Demo instance. Networks. Customer Items or to the item orderability rules. Figure 8 – Ordered Item list of value from SO line level b) The Item Orderability Rule is enforced when trying to save the Sales Order: Figure 9 – Message displayed when trying to save a SO line with an item having an OR in place Despite the fact that the item is visible on the Ordered Item list of values. C. 3.2 If the site level profile option: OM: Use Materialized View for Items LoV is set to Yes. the following behaviour is seen: 7 . Networks. it cannot be placed on the sales order line if the customer is A. fnd_profile_option_values v where p. Use the following query: select p. Whenever a change is made on the Item level or Orderability Rule level.Figure 10 – Item MS_ASSEMB_ITEM is not displayed in Orderd Item LOV The MS_ASSEMB_ITEM is not visible on the Ordered Item list of values for sales orders filled for the customer: A. LAST_REFRESH_DATE FROM all_mviews where mview_name = 'OE_ITEMS_MV' . please run Refresh Order Management Materialized Views concurrent request.profile_option_name . Check if the Materialized View is used or not. Diagnosing issues related to Item Orderability 1.profile_option_id and p. Query for: Item Orderability Rules Listing Report This report lists the item orderability rules by item or item category 2. 8 .profile_option_name = 'ONT_USE_MVIEW_FOR_ITEMS_LOV' . Networks. Get the value for the profile option: OM: Use Materialized View for Items LoV (Honours Item Orderability Rules). v.profile_option_id = v. 3. If the Materialized View is used. if the profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules) is enabled. C. Navigation: Order Management> View menu > Requests > Submit a new request.profile_option_value PROFILE_VALUE from fnd_profile_options p . Provide the output of Item Orderability Rules Listing Report. check when it was refreshed last time: Use the following query: select MVIEW_NAME . 4. 7000 Fax: +1. without our prior written permission. This document is provided for information purposes only and the contents hereof are subject to change without notice. CA 94065 U. nor subject to any other warranties or conditions. Other names may be trademarks of their respective owners.oracle.506. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. This document may not be reproduced or transmitted in any form or by any means.Item Orderability in Order Management R12. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document.650. 9 .S. including implied warranties and conditions of merchantability or fitness for a particular purpose. Worldwide Inquiries: Phone: +1. Manager of OM Development team for his great help in reviewing and providing valuable suggestions for improving this whitepaper.506. whether expressed orally or implied in law. This document is not warranted to be error-free. electronic or mechanical. All rights reserved.A.1 Author: Marian Stan Senior Technical Support Engineer Global Product Support Special thanks to Aditya Mallik. 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