Monday, 22 December 2014

MTL Material Transactions Interface

Solution : This blog explains the technical approach for creating an automated interface to accept user supplied material transactions from External Systems and to import these transactions to Oracle as Material Transactions. Email will be sent to business if the onhand quanity is lesser than the given quantity

Step 1 : Staging Table will be created in External system and the                                                     transactions data will be populated to SCRAP Table.
  scrap_id              NUMBER PRIMARY KEY,
  transaction_date        DATE,
  item_number          VARCHAR2(255 BYTE),
  quantity              NUMBER,
  reason                VARCHAR2(255 BYTE),
  subinventory          VARCHAR2(10 BYTE),
  account_alias         VARCHAR2(150 BYTE),
  status                VARCHAR2(1 BYTE),
  error_message         VARCHAR2(255 BYTE)
Step 2 : Data will be extracted from SCRAP table and the below validations will be                                  performed before inserting to MTL_TRANSACTIONS_INTERFACE table

Step3: The below validations are done if the disposition_id exists from the table
  MTL_GENERIC_DISPOSITIONS  for the account alias column in staging table.

a.         To Validate if the item exists in MTL_SYSTEM_ITEMS_B
b.        To Validate subinventory code in MTL_SECONDARY_INVENTORIES
c.         To Validate if the transaction_quantity from the MTL_ONHAND_QUANTITIES
table is lesser than the scrap quantity from SCRAP. If so email will be sent to the user with the details using SMTP Server.
d.        To Mail addresses will be maintained in LOOKUPS.

Step 4:  FND_REQUEST.SUBMIT_REQUEST should be used to call the Process transaction interface Program from PL/SQL Procedure. This will call another Oracle seeded program Inventory transaction worker which will create material transactions in Inventory.

Daily Exchange Currency Rates Interface

Solution : URL will be passed as parameter where we can identify the currency rate conversion amount. FROM_CURRENCY , TO_CURRENCY and the date for when it has to be run will be passed as parameter By default system date will be taken. The URL Data wil be stored in the staging table and then based on the validations it will be moved to GL_DAILY_RATES_INTERFACE_TABLE. Then the standard import program will be run to load to base tables

Step 1 : Pass the url as parameter in the package. The url will return a XML File content.

Step 2 : Download the XML Content and insert to table XML_DATA
  ID      NUMBER,
  URL     VARCHAR2(1000 BYTE)

Step 3 : Create another table to store the values of xml

      create table temp_xml(file_content XMLType)

Step 4 : Data will inserted to staging table created for gl_conv_stg
  CURRENCIES            VARCHAR2(15 BYTE),
  TO_CURRENCY           VARCHAR2(15 BYTE),
  MODE_FLAG             VARCHAR2(1 BYTE),
  ERROR_FLAG            VARCHAR2(1 BYTE),
  ERROR_MSG             VARCHAR2(1000 BYTE),

Step 5 : From the staging table data will be validated and inserted to interface table GL_DAILY_RATES_INTERFACE

Step 6 : Below are the validations done before inserting to interface table
1.         Check if FROM_CURRENCY and TO_CURRENCY are valid.
2.         Check if USER_CONVERSION_TYPE is valid.
3.         If Conversion Rate is null then data from the base table GL_DAILY_RATES will be considered to insert into GL_DAILY_RATES_INTERFACE table.
4.         If Conversion Rate is not null then data from the staging table GL_CONV_STG will be considered to insert into GL_DAILY_RATES_INTERFACE table.
5.         If the Day of the run is between Monday - Thursday, then below are the changes in the GL_DAILY_RATES_INTERFACE table.
    From_conversion_date and To_conversion_date is sysdate +1
6.         If the Day of the run is Friday, then below are the changes in the GL_DAILY_RATES_INTERFACE table.
    From_conversion_date  is sysdate +1
           and To_conversion_date is sysdate +3
7. If the program has error, then details of the run with the error message should go the requestor in the email process.

Step 7 : Calling the standard program Standard program Daily Rates Import and Calculation.

Step 8 : Email will be sent to business team to send the details of load for each day.

Friday, 19 December 2014

Oracle Order Management Setup Document in R12.2

  • Oracle Order management is one of the most important part of the oracle EBS. The Order Management Application provides many flexible features enabling you to set up your system to begin processing different types of sales order.
  • In this document we are going to see the basic setups of Order management in Oracle EBS R12.
  • Few of the information that is required while setting up Oracle Order Management is shared through other modules like System Administrator for enabling profile options, Oracle Pricing Manager for Price List setup.
  • Firstly let’s add the Order Management  Super User Responsibility to the User

Invoking: System Administrator→Security→Responsibility→Define

  • Now let’s add the responsibility to the user
Invoking : System Administrator→Security→User→Define

  • Run replicate seed data as below
Invoking: System Administrator→View→Request→Submit New Request

  • Now if switch the responsibility to order management and try to invoke Sales Order or Sales Agreement it won’t allow us to process, it will prompt an error as below.

Order Management→Orders, Returns→Sales Orders
  • In order to enable these functionalities we have to follow mandatory setups as below.
  • Profile Options
  • System Options
  • System Parameters
  • Shipping Parameters
  • Transaction Types
  • Document Sequence / Assignment
  • Price List
  • Customers


    • For any module profile options is a mandatory setup which has to be followed.
    Invoking: System Adminitrator→Profile→System

    In Profile field enter these features:
    • %GL%Led%NA%
    • %HR%User%, %HR%Sec%, %HR%Bus%
    • %MO%Oper%Unit%,  %MO%Defaul %, %MO%Sec%

    • So that the final output will appear as below.

    • We have to enable our Inventory in Item validation Organization
    Invoking: Order Management→Setup→Shipping Parameters→Define
    • Query for Item validation Organization and provide the inventory organization you prefer to connect and save the form.

    Invoking: Order Management→Setup→Shipping→Shipping Parameters
    • Provide the details as below for corresponding tabs in Shipping Parameters
    • Here in below dialog box, the sub inventory is BANGLORE so that it will be the default staging for the goods.

    Auto create Deliveries
    • What happens if selected?
    Pick release automatically creates deliveries based on the delivery grouping rules and assigns delivery lines to them. When pick releasing, the Auto create Deliveries check box in the pick release form defaults to this parameter setting if you enter a warehouse. If you do not enter a warehouse, pick release uses this parameter setting from the organization of the warehouse on each sales order line.

    • What happens if Cleared?
    Pick release does not automatically create deliveries.

    Auto Allocate check boxes
    • What happens if Selected?
    Pick release creates move orders and automatically allocates them.

    • What happens if Cleared?
    Pick release creates move orders. You must manually allocate the order lines using the Inventory Transact Move Orders window.

    • Save and close the form above.

    • Here we are going to connect general Ledger and Operating Unit.
    Invoking: Order Management→Setup→Customers→System Options

    • If we have single operating unit it will show as default as below, if multiple please select any one of your choice.
    • In case the Operating Unit doesn’t show up, indicates that there is the problem with your multiorg.
    • Check completely the multiorg setups to solve it.
    • Provide the general ledger name in NAME field and account details in the account fields respectively.

    • Lets create a new Transaction type which are used to associate workflows for various phases of sales order processing.
    Invoking: Order Management→Setup→Transation Types→Define
    • Below dialog box appears.
    • Enter either Order or Return for the Order Category depending on whether your new line type is for sales lines or return lines.
    • The value Mixed is selected for order type which can contain both sales order and return lines.
    • Let’s create a Transaction Line as order for understanding.

    And Transaction Type as below.
    • Order Category: Order
    • Sales Document Type: Sales Order
    • Transaction Type Code: ORDER
    • Fullfillment Flow: Order Flow – generic
    • Effective Date: Today
    • Default Transaction Phase : Fullfillment
    • In shipping tab mention the below details as well.
    • Click on assign line Flows
    • Line Type: Attach the Line created.
    • Process Names: Line Flow – Generic as below.
    • Click on Validate Workflows, a concurrent program runs on the background and save the dialog box.

    • Let’s create a sequence for a document which will be followed for the sales order.
    Invoking: Order Management→Setup→Documents→Define
    Invoking: Order Management→Setup→Documents→Assign
    • Mention the transaction type and sequence name we created.

    • In oracle R12 in order to create a price list we have to add new responsibility called Oracle Pricing Manger, hence create a new responsibility from system administrator- security define and assign to the user as below.
    • Now switch the responsibility to Oracle Pricing Manager→Price List→Price List Setup
    • Make sure the below Profile Options before creating the Price List
    Profile Options:
    QP: Pricing Transaction Entity = Order Fulfillment
    QP: Source System Code = Oracle Pricing
    • Here the product attribute feature updates the priority depending upon the Item Category, Item Number, All Items etc., depending on which the price will be taken.

    Save and close the dialog box.

    STEP 8: Creating CUSTOMERS
    • Lets create a customer for our sales order
    Order Management→Customers→Standard
    • The below dialog box opens.
    • Click on the create button below.

    • Name any organization of your choice.
    • And account type as Internal.

    • Provide a valid address as below.

    • Save the box and add the same address or any other for your Ship to address as well.
    • Click on apply which completes customer creation.
    • Now we are all set to go, open the sales order
    Invoking: Order Management→Orders, Returns →Sales Order
    • The below screen will appear, from which you can book, release and ship confirm sales order.

    • The Oracle Order Management Application provides many flexible features enabling you to set up your system to begin processing order information.
    • This completes the setup procedure for Order Management
    Thank you ||Raja||