Blanket Sales Agreement with Approvals and Release in Oracle R12.2

Setups Required:

1. Transaction Type:

Create an order transaction type.

Sales Document type should be "Sales Agreement".

Fulfillment flow: Sales Agreement - Generic

Negotiation Flow: Negotiation Flow - Generic with Approval

Note: Please note that for sales agreement does not require separate line transaction type, as it follows the regular fulfillment flow as like sales order.

2. Document Sequence:

Create a document sequence for the Order type we created above.

Create the document sequence with some initial value as below (here 90) and make it automatic.

Now assign the document sequence to the Order type that was created for blanket sales agreement.

Select the application, category (Order type) and your sequence as below.

3. Create Approval List

We can create and add an approval list for the order type so that the sales agreement goes for an approval process. We can attach the approval list in the order type as below.

Select the transaction type and click on “Approvals” button and create a list of approvers as below by giving the sequence and note that we can have multiple levels of approvers by listing in the approval list form below.

Now the sales agreements will follow the approval process as mentioned here in the form to those users.

Sales Agreement process flow

1. Create a Sales Agreement:

Navigation:  Sales Agreement > Sales Agreements.

Select the Customer and transaction we have defined for sales agreements.

Come to "Shipping" tab and give the ship to location.

Come to "Accounting" tab and give the currency and Bill to location.

Enter the price list name in "Pricing" tab as below.

Now go to the line level. Select the item in item field where item context should be “Internal Item Number”

Save the form and note the agreement status will change to “Draft” as below.

Now go to “Actions” button at the bottom of the form or click “Submit Draft” and click OK.

Note that the status changes to “Internal Approval Required”. That means the Sales Agreement has gone to the user for approval whom we defined as the approver in the approval list at the transaction type.

Now login as approver.

Note that the Sales agreement notification is received.

Open the notification and say “Approve”.

Now check that the sales agreement status changes to “Pending Customer Acceptance”.

Now assume that, customer has signed and accepted the agreement. Capture the customer acceptance under "Acceptance" TAB by clicking on “Customer Accepted”

Once the agreement has been accepted by the customer the status of the agreement becomes “ACTIVE” and ready for releases.

Sales Agreement release

Select the sales agreement.

Go to actions button on the bottom, select “Create Releases” and say OK.

Note the system redirects to the quick sales order form and from here the sales order flow starts.

Author Details:


SUDHAKAR VANARASI
Email: sudhakar.vanarasi@doyensys.com

Back to Back Sales Order Cycle Setups and Process Flow in R12.2

Back to Back Orders in Oracle

Setups Required:

Step1: Create Transaction type.

Use Order Fulfillment flow as Order Flow – Generic.

Use the Line flow and validate the workflow then create a document sequence and assign to the above transaction type.

Step2: Create an Item with attributes.

Go to Inventory and create an item (B2B item1 here)

Enable "Use Approved Supplier" attribute and enter "List Price" in Purchasing TAB.

In General Planning tab enter "Make or Buy Field to BUY".

In Work in Process tab check the "Build in WIP" check Box as below.

In order Management tab, make sure you check "Assemble to Order" check box.

Step3: Create approved supplier list.

Go to Purchasing Responsibility.

Select the Item and give the supplier and make the status to approve as below.

Step4: Create Sourcing rules.

Navigation: Supply Base > Sourcing Rules.

Create a sourcing rule with type as "Buy From" and the selected supplier and allocate the Rank as below and save.

Step5: Create Assignment set.

Navigation: Supply Base > Assign Sourcing Rule.

Create an Assignment set as below and assign the item and organization.

Go to Sourcing rule field and assign the sourcing rule created earlier.

Step6: Change MRP default assignment profile option.

Make sure that the assignment set with sourcing rules should be entered in the below given profile option.

Back To Back Order Process Flow:

Create a Sales order and book the Order.

Note that the line status becomes "Supply Eligible".

Click "Actions" or right click on the status and say “Progress Order” and say OK.

You will get a popup message as below saying “Create Supply Order- Eligible”

Now if you check the order status it says “External Req Requested”

Then Go to Purchasing and run the "Requisition Import" report with CTO as Import Source.

Check the output where you can notice one requisition got created.

Go back to the Order and note the status now changed to “External Req Open”.

Go to Purchasing and check the Requisition created.

Auto create the requisition to purchase order.

Select the requisition line and say Create.

You will be directed to purchase order form.

Make sure you get the purchase order approved as below.

Go back to the Order and check the status changed to “PO Open”

Complete the Receiving process as below.

Now if you notice the sales order status is “Awaiting Shipping”, means now you can pick release and ship the order to customer.

Pick Release the Order.

Pick Slip Report.

Ship the Order.

Sales Order got interfaced to Receivables as below.

This ends the demonstration on the Back to Back Orders in oracle.

---- SUDHAKAR VANARASI