ITEM FUNCTIONAL TEST STEPS / REFERENCES VALUES / ENTRIES VERIFIED Workflow The Line Flow - Generic workflow will

handle drop ship lines. It calls the 'Create Supply - Line' process. This process has a function called 'Branch on Source Type' which will detect an item with a Source Type of 'External' and set the line to a 'Purchase Release - Deferred' status. Then when the Workflow Background processor picks up the line, it will initiate the Purchase Release process to write the records to the PO_REQUISITIONS_INTERFACE table. When Requisition import program is run the records will be pulled into Purchasing to create the requisition. 1. Enter an order for drop ship item Responsibility: Order Management Orders, Returns -> Order Organizer -> New Under Main tab: Enter Customer, Order Type and Price List. Verify that any defaulting takes place per rules setup. Under Line Items tab: Enter item (must be Purchasable), qty, schedule ship date. Ensure Selling Price populates correctly. Under the Shipping tab: Enter Source Type = External Enter Receiving Org Save the order. Order number: Header_ID: Line number: Item: Quantity: 2. Book the order Hit the Book Order button. The order header status should show Booked. The order line status should be Awaiting Receipt. This can be verified by viewing the Status field on the sales order line, or by going to Tools -> Workflow Status Note: If the line status does not show Awaiting Receipt, try manually progressing the order via: Actions -> Progress Order Header Status: Line Status:

3. Run Requisition Import Orders, Returns -> Requisition Import Enter Import Source = Order Entry Accept all other defaults Hit Submit and ensure the request completes successfully via View -> Requests Verify the sales order is updated with the req number by opening the order and going to the Line Items tab. Select Actions -> Additional Line Information Under the Drop Ship tab you will see the requisition information. Request ID: Requisition Number: 4. Create a purchase order from the requisition Responsibility: Purchasing Autocreate In the Find Requisition Lines window, enter the requisition number, clear the buyer and ship to fields and click the Find button.. In the Autocreate Documents window, select the requisition line and click the Automatic button. In the New Document window,select the supplier and click the Create button. Record the PO number. Requisition number: PO number: 5. Approve the PO When the Purchase Order form displays, click the Approve button. Ensure the Submit for Approval box is checked and click OK. PO number: 6. Receive against the PO Receiving -> Receipts Select organization. In the Find Expected receipts form, enter the PO number and hit Find button. Tab through the Receipt Header window to the Lines window. Check the box to the far left of the line to receive and enter the full quantity. Save the record. Go to the Receipt Header window and note the Receipt number. PO number: Receipt number: 7. Initiate Receiving Transaction Receiving -> Receiving Transactions Summary In the Find Expected receipts form, enter the PO number and hit Find button. Check the box to the far left of the Receiving line and enter a Subinventory.

Save the record. Verify that the concurrent program Receiving Transaction Processor completes successfully. PO number: Request ID: 8. Verify the transactions Receiving -> Transactions -> Summary Under Supplier and Internal tab, enter receipt number and hit Find button. Hit Transactions button. Verify there are 2 transactions. Receipt number: Transaction Types: 9. Verify Sales Order status updated Responsibility: Order Management Orders, Returns -> Order Organizer Query the order number. Navigate to the Lines tab. Check the Status. Should be Shipped. Shipped Qty should be updated to reflect the full quantity ordered. Oracle Order Management. SETUP 1. Items A. The following Item Attributes affect Drop Ship orders Inventory: Transactable Purchasing: Purchased, Purchasable, List Price (must be entered) Receiving: Receipt Routing set to Direct Order Management: Customer Ordered, Customers Enabled, OE Transactable, Shippable NOTE: With family pack G and lower, only standard items can be drop shipped. With family pack H and higher, kits and models can be drop shipped. B. All Drop Ship items must be defined in the organization entered in the profile option OE: Item Validation Organization. C. The item must be defined to have direct receipt. Setup -> Items -> Master -> Receiving region. The 'Receipt Routing' field must be set to 'Direct'. D. In family pack H or higher, if you want to drop ship a model, you must define the item as shippable.

2. Logical Receiving Organization In R11i, it is no longer necessary to define a location in Purchasing for each customer ship-to which will be used for receiving drop shipments. This setup was necessary in R11. Purchasing now uses a view of the HR and HZ tables to get the information. 3. Workflow The Line Flow - Generic workflow will handle drop ship lines. It calls the 'Create Supply - Line' process. This process has a function called 'Branch on Source Type' which will detect an item with a Source Type of 'External' and set the line to a 'Purchase Release - Deferred' status. Then when the Workflow Background processor picks up the line, it will initiate the Purchase Release process to write the records to the PO_REQUISITIONS_INTERFACE table. When Requisition import program is run the records will be pulled into Purchasing to create the requisition. 4. Source Type To define a transaction type for your drop ship orders, and have the source type default to External on all sales order lines, the following setups must be done: A. Setup -> Orders -> Transaction Types -> Define Under the Shipping Tab, the Shipping Source Type should be 'External'. B. Setup -> Rules -> Defaulting Query up Entity = Order Line Click on Attribute = Source Type Click on Defaulting Source Rules Change the Sequence for Constant Value, Internal to 2 Save the Record Add a new record by clicking on the '+' button in the toolbar Select Source Type = Related Record Set Sequence to 1 The Default Source/Value flexfield window opens Click on Clear button. Click on the List of Values for Related Object Line Type will default Click on the List of Values for Related Attribute Source Type will default Save the record