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    Oracle R12 Order Management - Item Orderability

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    Boopathy Santhanababu
    Item orderability in Oracle R12 allows restricting items that can be ordered based on rules defined at the item or item category level. Rules can be defined across attributes like customer, customer class, order type, etc. Materialized views are used to honor orderability rules and restrict items in the ordered item list of values on the sales order form based on the defined rules. The "Refresh Order Management Materialized Views" concurrent program must be run to refresh the materialized views whenever item or orderability rule changes are made to ensure the latest item restrictions.

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    Oracle R12 Order Management - Item Orderability

    Uploaded by

    Boopathy Santhanababu
    317 views6 pages
    Item orderability in Oracle R12 allows restricting items that can be ordered based on rules defined at the item or item category level. Rules can be defined across attributes like customer, customer class, order type, etc. Materialized views are used to honor orderability rules and restrict items in the ordered item list of values on the sales order form based on the defined rules. The "Refresh Order Management Materialized Views" concurrent program must be run to refresh the materialized views whenever item or orderability rule changes are made to ensure the latest item restrictions.

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    Oracle R12 Order Management - Item Orderability

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    Item orderability in Oracle R12 allows restricting items that can be ordered based on rules defined at the item or item category level. Rules can be defined across attributes like customer, customer class, order type, etc. Materialized views are used to honor orderability rules and restrict items in the ordered item list of values on the sales order form based on the defined rules. The "Refresh Order Management Materialized Views" concurrent program must be run to refresh the materialized views whenever item or orderability rule changes are made to ensure the latest item restrictions.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    317 views6 pages

    Oracle R12 Order Management - Item Orderability

    Uploaded by

    Boopathy Santhanababu
    Item orderability in Oracle R12 allows restricting items that can be ordered based on rules defined at the item or item category level. Rules can be defined across attributes like customer, customer class, order type, etc. Materialized views are used to honor orderability rules and restrict items in the ordered item list of values on the sales order form based on the defined rules. The "Refresh Order Management Materialized Views" concurrent program must be run to refresh the materialized views whenever item or orderability rule changes are made to ensure the latest item restrictions.

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    Oracle R12 Order Management - Item Orderability

    Refer: http://learnoraclecsbscm.blogspot.com
    Item Orderability is one of the new features that come with Order Management Release 12.1.
    Oracle provides an easy way to define orderable products, based on exceptions defined in the item
    orderability rules. It would be possible to apply orderable products business rules to Items or Item
    Categories defined for an organization.
    Based on the rules defined in the Orderability window, the user would be able to restrict the Items
    that can be ordered from the sales order and quick sales orders windows.
    Setup
    I. Define an Orderability Rule
    II. Set the Profile OM: Use Materialized View for Items LoV
    III. Run Refresh Order Management Materialized Views
    I. 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.
    Navigation:
    Order Management > Setup> Rules > Item Orderability

    http://learnoraclecsbscm.blogspot.in/

    Every Orderability Rule is specific to an Operating Unit.


    If the same rule needs to be applied on a different Operating Unit, this needs to be specifically
    defined in the new OU.
    The Ordered Item List of Values is populated by listing all the items available in the Item
    Validation Organization of the current operating unit.
    The logic of the Orderability Rule is driven by the option Generally Available
    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.
    It is possible to provide multiple criteria when defining an orderability rule. The OR condition is
    applicable when evaluating rule level combinations.
    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.
    It is possible to provide multiple rule levels when defining an orderability rule. The OR condition is
    applicable when evaluating multiple rule level combinations.
    There are 11 Rule Levels that can be combined to create an Orderability Rule:
    CUSTOMER,
    CUSTOMER CLASS,
    CUSTOMER CATEGORY,
    END CUSTOMER,
    ORDER TYPE,
    SALES CHANNEL,
    SALES PERSON,
    SHIP TO LOCATION,
    BILL TO LOCATION,
    DELIVER TO LOCATION
    and REGIONS.
    (here REGIONS level is based on Shipping Regions defined in Oracle Shipping ).

    http://learnoraclecsbscm.blogspot.in/

    If an Orderability Rule is already set for an item category, it is no possible to set a different rule for
    an item which belongs to this category.
    Also, if an orderability rule is already set for an item, it is not possible to set a different rule for an
    item category which includes this item.

    http://learnoraclecsbscm.blogspot.in/

    Important:
    If you choose to enable this functionality, Sales orders created by any one of the online or batch
    means, namely: Quick Sales Order form, Order Import, HVOP, EDI, XML, APIs etc or orders coming
    from other order capturing applications such as Quoting, iStore or third party applications will not be
    accepted in Order Management if the incoming orders do not comply with item orderability rules.
    II. 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 Ordered Items list of values from
    sales order line level.
    1. If the profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules) is set to
    No or null, then the following logic is used:
    1.1 If an Orderability Rule is defined for the item or item category, the restricted item is visible in
    Ordered Item list of values at Sales Order line level, but the item will be validated against the
    Orderability Rule. A message is displayed when saving the sales order line having this item.

    http://learnoraclecsbscm.blogspot.in/

    1.2 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.
    2. If the profile OM: Use Materialized View for Items LoV (Honours Item Orderability Rules) is set to
    Yes, 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: On the Sales Order level, The
    Ordered Item LOV displays only those items which are not restricted by the orderability rules.

    http://learnoraclecsbscm.blogspot.in/

    2.2 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.
    III. Run Refresh Order Management Materialized Views

    Refresh Order Management Materialized Views is a new concurrent program in Order Management
    R12.1 which updates the item list of values, displayed in the order entry form.
    If the profile OM: Use Materialized View for Items LoV is set to Yes, the concurrent request Refresh
    Order Management Materialized Views needs to be run in order to refresh OM materialized views
    OE_ITEMS_ORD_MV, OE_ITEMS_MV.
    The concurrent request needs to be run after changes are made to the item master, cross reference,
    Customer Items or to the item orderability rules, to ensure that the item list of values displays the
    latest items on the order entry form, based on orderability rules.
    http://learnoraclecsbscm.blogspot.in/

    Test case:
    1. All the relevant item attributes have been checked in Item Master form, Order
    Management tab. Also, make sure that the item is on a price list.
    2. Create an Item Orderability Rule
    Order Management> Setup > Rules > Item Orderability

    http://learnoraclecsbscm.blogspot.in/

    3. Go to Sales Order form and fill in a sales order for item DROP_ITEM, for customer: B CAR(E) INDIA
    P LTD.
    3.1 If the site level profile option: OM: Use Materialized View for Items LoV is set to No or has a null
    value, the following behaviour is seen:
    a) Item is visible on the list of values, but the Item Orderability Rule is enforced when trying to save
    the Sales Order:

    http://learnoraclecsbscm.blogspot.in/

    Despite the fact that the item is visible on the Ordered Item list of values, it cannot be placed on the
    sales order line if the customer is B CAR(E) INDIA P LTD.
    3.2 If the site level profile option: OM: Use Materialized View for Items LoV is set to Yes, the
    following behaviour is seen:

    http://learnoraclecsbscm.blogspot.in/

    The DROP_ITEM is not visible on the Ordered Item list of values for sales orders filled for the
    customer: B CAR(E) INDIA P LTD.
    4. Whenever a change is made on the Item level or Orderability Rule level, please run Refresh Order
    Management Materialized Views concurrent request, if the profile OM: Use Materialized View for
    Items LoV (Honours Item Orderability Rules) is enabled.
    Please visit for more details http://learnoraclecsbscm.blogspot.com

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