Reading notes of Integrating Oracle Order management using order import

notes of Oracle Order Management Open Interfaces, API, & Electronic Messaging Guide

Integrating Oracle Order management using order import

l prerequisites and set-up

l transaction sources

l import types

l data values and options

l validations

l order import satistic concurrent program

l request submission

l processing results

Intergrating oracle order management using order import

Order Import

Order Management would analyze Order Import interface tables for related records to determine the optimum record processing order;

you must manually submit the Order Import Statistics concurrent program prior to submitting the Order Import concurrent program if you wish to optimize interface record processing. Order Import can import new, change, and completed sales orders or returns from other applications such as a legacy system.

Order Management checks all the data during the import process to ensure its validity within Order Management. Valid transactions are then converted into orders with lines, reservations, price adjustments, and sales credits in the base Order Management tables.

You can use the Order Import Correction window to examine the order and optionally correct data if it fails the import process. You can use the Error Message window to determine if your data failed to import.

Prerequisites Set up

Before using this program(order import ) to import orders, you should:

Set up every aspect of Order Management that you want to use with imported orders, including customers, pricing, items, and bills.

Define and enable your Order Import sources using the Order Import Sources window.

Determine if you should submit the Order Import Statistics concurrent program.

The following Order Management parameter affects the operation of the Order Import program:

■ OM: Item Validation Organization--Determines the organization used for

validating items and bill of material structures.

Profile Options

■ OM: Reservation Time Fence--This profile option controls automatic reservations

during scheduling.

■ OM: Apply Automatic Attachments--This profile option determines whether

rule-based attachments are applied without user intervention.

■ OM: Schedule Line on Hold-- This profile decides if Order Management

scheduling should schedule lines that are on hold.

■ OM: AutoSchedule-- This profile decides whether the order line should be

automatically scheduled or not.

■ OM: Authorized to Override ATP-- This profile provides the authorization to

users to override the scheduling results.

■ OM: Unique Order Source, Orig Sys Document Ref Combination for Each

Customer-- This profile determines whether or not customer information will

be utilized to distinguish orders with the same reference information.

Items and Bills

Order Management uses the same customer, item pricing, and bill attribute validation and logic for imported orders as for orders entered in the Sales Orders window.

Customer Relationships

Site Level Customers and Sites for Bill_To, Ship_To and Deliver_To will be validated based on the Customer Relationships profile.

This parameter has three setting:

Single customer , related customer , all customer.

For example, customer "A" can be a valid related BillTO customer to Customer "B,"

only if the relationship exists and the bill_to_Flag is checked in the relationship.

--如果客户A 的bill to 是客户B的地址，那么需要这种联系存在， and e bill_to_Flag is checked in the relationship.

Add Customer

Order Management provides the capability to add a new customer, the address and

contacts using Order Import. The table OE_CUSTOMER_INFO_IFACE_ALL needs

oe_headers_iface_all

table,

Orig_Sys_Customer_Ref

Orig_Ship_Address_Ref

Orig_Bill_Address_Ref

Orig_Deliver_Address_Ref

Sold_to_Contact_Ref

Ship_to_Contact_Ref

Bill_to_Contact_Ref

Deliver_to_Contact_Ref

If the column is defined as Not Null or Mandatory column and the defaulting rules

fail to default the column, for any reason, Order Import displays an error message

without importing the order.

Transaction source

Importing from a external sales

Internal sales order

Returns(special ,creation)

Import Types

Configurations

Order Management provides you with the ability to import ATO and PTO configurations.

Changes

You can update or delete orders, order lines, price,adjustments, and sales credits. You can use change sequence numbers to control the sequence of changes you want to make to orders.

Order Status

You can import new, booked or closed orders. If an order is imported with an entry status of Booked (OE_HEADERS_IFACE_ALL.BOOKED_FLAG=Y) the result after import is that a Action Request of BOOK_ORDER is initiated.

Line Sets

You can import grouped order lines, called sets, based on certain common attributes for a new or existing order. You can also add a line to an existing set. You will need to provide the set ID or name in the Order Import tables. If that set already exists, the line will be included in the set. However, if the set does not already exist, a new set will be created and the line will be added to the set. In

addition, if any line attribute, which is also a set attribute, does not match with the set attribute value, the set attribute value will overwrite the line attribute.

Workflows

You can import an order within any valid order workflow activity. The order must be at the initial activity of Entered, Booked, or Closed.

Data Values and Options

Manual and Automatic Pricing

You can indicate whether you want to manually enter prices for imported orders or allow Order Management to automatically price the order.
If you want to use automatic

pricing, you should set the column

OE_LINES_INTERFACE.CALCULATE_PRICE_FLAG to Y （ manually N）

Scheduling

If the scheduling request is unsuccessful on an imported order, the order will still be imported, and the scheduling exceptions can be viewed in the Error Messages of the Order Import Corrections window

Schedule Ship Date or Arrival Date

Validations

Process Order Interface (API)

Attachments

Credit Checking

Defaulting Rules

Holds and Releases

Price Comparisons

Payment Term Comparison

Processing Constraints

Corrected Data

Order Import Statistic Concurrent Program

Request Submission

You can submit a request by selecting Order Import Request.

Parameters

■ Order Source

Choose a specific Order Import source that you have defined in the Order Import Sources

How to define the Order import sources?

■ Order References

You can enter the System Document Reference if you want to run Order Import for a specific order.

■ Validate Only (Yes/No)

If Yes, the order will be validated, but not imported into the base orders tables. The default value is No

Purge—净化 Open Interface Data Concurrent Program

The Purge Open Interface Data concurrent program allows you to delete records that are no longer required from the interface table

Order Import Corrections Window

How to find ?where?

Processing Results

Oracle Order Management Interface Tables and Column Descriptions

Order Import uses the following interface tables during processing:

OE_CUSTOMER_INFO_IFACE_ALL

OE_HEADERS_IFACE_ALL

OE_LINES_IFACE_ALL

OE_PRICE_ADJS_IFACE_ALL

OE_PRICE_ATTS_IFACE_ALL

OE_CREDITS_IFACE_ALL

OE_LOTSERIALS_IFACE_ALL

OE_RESERVTNS_IFACE_ALL

OE_ACTIONS_IFACE_ALL