Oracle Application: Line Sets in OM

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Order Management has the functionality of creation of Sets based upon common
order line attributes. The concept of sets for shipment is based upon Ship, Arrival
and Fulfillment. In general, grouping order lines within sets can:

Enable you to deliver complete order quantities to specified customers
on mutually agreed upon dates regardless of the order source.
Specify models and kits can only be shipped complete, not partially.
Enable you to perform functions as a group instead of individually. For
example, prevent the billing of goods or services until all lines reach
fulfillment by ensuring all lines with a set complete a particular activity
before progressing to the next activity within their respective process
flows.

Order Management is using three Sets for grouping

1. Ship Sets
2. Arrival Sets
3. Fulfillment Sets

SHIP SETS : Ship Sets are a group of order lines that the user would like to ship
together. Attributes that have to be identical across all lines in a ship set are
shipping warehouse, schedule date, shipment priority, shipment method
and ship-to location.
Group order lines to ship together in ship sets. Ship sets can be assigned on
an individual order line or group of lines on an order. Assign a single ship set
to all the lines in an order to support customers that do not allow partial
shipments. Or assign a ship set to only one line in an order with multiple
quantities to ensure that the order line is not released until the full quantity
is available.
If a single order line is defined as a ship set, Order Management waits until
the entire order quantity is available to ship before releasing that line for
picking. If an order line is defined as a ship set for a configured product, the
system waits until all items ordered in each configuration are available before
releasing the line for picking.
ARRIVAL SETS: Arrival Sets are a group of order lines that the user would like to
arrive together. Attributes that have to be identical across all lines in a arrival set
are ship-to location and requested arrival date.
FULFILLMENT SETS: Fulfillment sets are a group of lines with common attributes
that get fulfilled together. Any order line which is part of a fulfillment set is
considered fulfilled when the Fulfill workflow activity completed successfully.

Oracle Application: Line Sets in OM
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Fulfill workflow activities are
For Standard Shippable Line Shipping activity
For Return Line - Receiving activity

Order Management seeded workflows are designed so order lines are eligible to be
Invoice Interfaced once they have completed the fulfillment workflow activity. The
fulfillment concept, along with the use of fulfillment sets, enables you to group lines
together for invoicing purposes.

Typically, for shippable lines, shipping completes fulfillment. For non-shippable
lines, booking completes fulfillment. If you want to hold up invoicing of a non-
shippable line until an associated shippable line is shipped, put those lines together
into a fulfillment set. None of the lines in the set progress past fulfillment to
invoicing until all lines in the set are fulfilled

SETS FUNCTIONALITY IN ORDER MANAGEMENT

An order line may be in single or multiple sets and may also overlap partially
or completely with a different set type within an order. (All)
Sets cannot span multiple orders; sets are limited to the order for which they
are created. (All)
If a set attribute changes for one order line within a set, then the attribute is
cascaded to all order lines within the set. This results in a set definition
update. (All)
Set functions are unavailable for non shippable order lines. (All)
If you are defining a new set, Order Management will validate order line
attributes entered or defaulted against existing set functionality. (All)
Order Management has validations to restrict functions against a set; once a
set is defined, if any line within a set is shipped, the set is considered closed
and the set definition cannot be modified. (Ship/Arrival Set)
If a set attribute changes for one order line within a set, then the attribute is
cascaded to all order lines within the set. (Ship/Arrival Set)
The data displayed within the Schedule Ship Date and Scheduled
Arrival Date fields is not updated when you remove order lines from a set,
you must perform the Unschedule function to update the data within these
field. (Ship Set)
Ship sets ensure that at the time of ship confirm, all lines within the set are
picked and shipped together, if all the lines in the ship/arrival set not
shipped/arrived , then shipped lines will wait for all the non-shipped lines
and workflow for these fulfilled line will be at ship_line-notify workflow
activity. (Ship Set)
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We have Shipping Parameter Enforce Ship Sets to enforce ship set, if we set
this option enable then system will throw an Warning message if user try to
ship the lines in the ship set and any of the lines in the ship set is not
available for picking. (Ship Set)
Fulfillment set ensures that all the lines in the Fulfillment Set fulfill together.
If all the lines in the fulfillment set not not fulfilled , then fulfilled lines will
wait for all the non-fulfilled lines and workflow for these fulfilled line will be at
fulfill_notify workflow activity and flow_status-code for these lines will be
Awaiting fulfillment. (Fulfillment Set)
If the function you are performing cannot be completed because an
appropriate Set definition for the current order is not present, the New Set
pop up window will display, enabling you to enter a new set. For example,
you wish to move an existing order line from an Arrival Set to a Ship Set, but
a Ship set definition is not present for the current order, Order Management
display the New Set pop up window, and instead perform the Add set
function. Enter the Set name and click OK to create and add the order line to
the new set, or click Cancel to cancel the creation of the new set.
(Ship/Arrival Set)
Pick Release does not look at Ship or Arrival sets to determine what can be
released. At Ship-Confirmation you are informed if you are breaking a ship
set(and allowed to do so). If you partially ship lines from a Ship Set, they are
automatically dropped from the Ship Set. When any of the lines from a Ship
or Arrival Set is ship-confirmed the set is automatically closed. Pick Release
does not look at Ship or Arrival sets to determine what can be released.
(Ship/Arrival Set)
You can remove a line from a fulfillment set. However, a line cannot be
added to or removed from a fulfillment set if the line is fulfilled. (Fulfillment
Set)
A line cannot be added to a fulfillment set if any of the existing order lines
within the set has been fulfilled. (Fulfillment Set)
If there are two fulfillment sets defined for an order which have some lines
common between the sets, none of the lines will progress beyond fulfillment
until all the lines are fulfilled. Example If fulfillment set F1 has lines 1, 2, and
3,and fulfillment set F2 has lines 3, 4 and 5. Any of the lines 1,2,3,4 and 5
will not progress beyond fulfillment until all the lines 1, 2, 3, 4 and 5 are
fulfilled. (Fulfillment Set)
Partial fulfillment of a fulfillment set is not supported. If partial fulfillment of
an order line, which is part of a fulfillment set,takes place, the split line will
also be placed in the same fulfillment set with the original line and the
fulfillment set will not be fulfilled until the newly created line is fulfilled.
(Fulfillment Set)
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You can have multiple fulfillment sets in a single order. If a line is a member
of two fulfillment sets then all lines from both fulfillment sets must be fulfilled
for any of the lines to complete the fulfillment activity. (Fulfillment Set)
If a line that is a part of a ship set splits at Oracle Shipping Ship Confirm, the
split line is placed in a new Ship Set. The new Ship Set will be automatically
created and will have the same set identifying attributes as the Ship Set that
the line originally belonged to prior to the split. (Ship Set)
A line can be in multiple Fulfillment sets and can also be added to a Ship or
Arrival set.(All)

HOW TO DEFINE SETS
You may define, add, or move order lines to sets by choosing one of the following
three methods within the Sales Order Lines window
Using the mouse Right click feature, select Sets, and then select the
appropriate function.(Ship/Arrival Set)
Either entering, selecting or clearing the data within the appropriate Set
name field in the Shipping tab. (Ship/Arrival Set)
Use the right mouse click features when defining a Fulfillment set. You
cannot define a new Fulfillment set definition by entering a unique value in
the Fulfillment Set field. (Fulfillment Set)
You can assign line to set by using either Right Mouse Click or directly
adding/updating the Ship/Arrival Set in Order management UI.



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You can assign multiple line to a Set at one go


Fulfillment Set will only be entered using right click functionality and entering Set
name & save.




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Please Note that at any time an Order line will be part of either Ship Set or Arrival
Set, It cant be include in both the set at same try. Trying so result in error
message (as shown below).


A line can belong to Ship Set & Fulfillment Set at the same time as shown below.







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Various scenarios by which you can assign Lines to Sets

You can also perform Remove from Set & Move Set actions.

ADDITIONAL FEATUREAUTOMATIC LINE SET ASSIGNMENT
Oracle Order management enhances Line Sets (Ship/Arrival Set) functionality with
seeded Defaulting Rules minimizing the need for user action thus reducing error.
Features include allow defaulting Header level Line Set (Ship/Arrival) from
1. Order Transaction type 2. Customer 3. Invoice To
4. Ship To
Note: Defaulted Set at the header level will only affect the new lines that are being
created and will not have any impact on existing lines.

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At Transaction Type Shipping Tab

At Customer Ship To Tab

Oracle Order Management has increased the choice to their customers of header
level Ship/Arrival Set functionality. The profile, "OM: Assign new set for each
line," provides two alternatives:
Option 1: If the profile option "OM: Assign new set for each line" is set as
"Yes", then
1. Enter value as "Ship" for the field "Line Set" in Sales Order form (Tab: Others)
2. Enter Sales Order line information (ordered item, quantity)
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3. Unique Ship set numbers would be auto-populated in the "Ship set" field at SO
line level

Use the above if

a. Multiple Shipments are allowed per Order
b. Each SO Lines needs to shipped completely

Option 2: If the profile option "OM: Assign new set for each line" is set as "No
then
1. Enter value as "Ship" for the field "Line Set" in Sales Order form (Tab: Others)
2. Enter Sales Order line information (ordered item, quantity)
3. One Ship set number would be auto-populated in the "Ship set" field for all the
SO lines

Use the above if
a. Multiple shipments are NOT allowed per order

TECHNICAL ASPECT OF LINE SETS
Ship Set /Arrival Set : Set definitions are stored in OE_SETS . Whenever we add
any Lines into SHIP_SET , data gets added into OE_SETS table as well as
OE_ORDER_LINES_ALL table for SHIP_SET_ID. After Booking Event SHIP_SET_ID
got populated in WSH_DELIVERY_DETAILS Table .
If we TRY to remove the line from the SHIP SET, system will update the
WSH_DELIVERY_DETAILS table and OE_ORDER_LINES_ALL table and set the
SHIP_SET_ID column in both the tables to NULL.
Please note that once Delivery is closed/Shipped, system will not allow you to
remove the Line from SHIP_SET
Fulfillment Set: Fulfillment Set data is captured in OE_LINE_SETS. Whenever any
Standard item Lines added into fulfillment Set it is explicitly added . To retrieve
data we need to link LINE_ID between OE_LINE_SETS and OE_ORDER_LINES_ALL.
For all types of Model Items Like (ATO, PTO, KIT), Order management define an
Implicit Fulfillment Set and associate all Lines of Model with it.
In case of implicit fulfillment Set we dont have any data in
OE_SETS/OE_LINE_SETS table; Oracle takes care by means of LINK_TO_LINE_ID
and ATO_LINE_ID in OE_ORDER_LINES_ALL.