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Inventory Pending Transaction to View and Resubmit

Inventory Pending Transaction

When you resolving and working with Pending Transactions users must collect and identify data in order to address the source product and complete the Period Close process.

Hence the key steps for resolving pending transactions are:

>>> Locate the transactions
>>> Find the error message to determine what is preventing the transactions from processing.
>>> Resolve the error
>>> Resubmit the pending record.
Nav: Inv → Transaction → Pending Transaction
Perform to resubmit all Pending Transaction through find form enter the proper value and (B) Find → view the pending Transactions summary details below screen
Resubmit the all pending transaction from → Tools → Submit all
or
Perform to resubmit a single line pending transaction choose the line and resubmit for that particular pending transaction line only.


 
Users can see the number of pending transactions by navigating to the Inventory Accounting Periods Form.
Nav: Inv → Accounting Close Cycle → Inventory Accounting Periods
Place cursor on the appropriate open accounting period and click on the [Pending] Button. There are three zones titled “Resolution Required” ,“Resolution Recommended” and “Unprocessed Shipping Transactions”.

Resolution Required:

  1. Unprocessed material – This Transaction is exist for this period

    >>> This message indicates you have unprocessed material transactions in the MTL_MATERIAL_TRANSACTIONS_TEMP table. You are unable to close the period with this condition.
    >>> Inventory considers entries in this table as part of the quantity movement.
    >>> Closing the period in this situation is not allowed because the resultant accounting entries would have a transaction date for a closed period.
  2. Uncosted material – This Transaction is exist for this period

    >>> This message indicates you have material transactions in the MTL_MATERIAL_TRANSACTIONS table with no accounting entries (Standard Costing) and no accounting entries and no costs (Average Costing).
    >>> These transactions are part of your inventory value.
    >>> Closing the period in this situation is not allowed because the resultant accounting entries would have a transaction date for a closed period.
  3. Pending WIP costing – This Transaction is exist in this period

    >>> This message indicates you have unprocessed resource and overhead accounting transactions in the WIP_COST_TXN_INTERFACE table. You are unable to close the period with this condition.
    >>> These transactions are in your work in process value, and awaiting further processing.
    >>> Closing the period in this situation is not allowed because the resultant accounting entries would have a transaction date for a closed period.

Unprocessed Shipping Transaction:

  1. Pending Transactions – This Transaction is exist for this period
    >>> “Pending Transactions” in the Unprocessed Shipping Transactions zone indicate there are transactions in the WSH_DELIVERY_DETAILS table in a status of shipped.
    >>> Closing the period in this situation is not allowed because the resultant accounting entries would have a transaction date for a closed period.

Resolution Recommended:

  1. Pending receiving – When you use Purchasing,
    >>> This message indicates you have unprocessed purchasing transactions in the RCV_TRANSACTIONS_ INTERFACE table. These transactions include purchase order receipts and returns for inventory. If this condition exists, you will receive a warning but will be able to close the accounting period.
    >> These transactions are not in your receiving value. However, after you close the period, these transactions cannot be processed because they have a transaction date for a closed period.
  2. Pending material – This message indicates you have unprocessed material transactions in the MTL_TRANSACTIONS_INTERFACE table.
    >>> If this condition exists, you will receive a warning but will be able to close the accounting period.
    >>> These transactions are not in your inventory value. However, after you close the period, these transactions cannot be processed because they have a transaction date for a closed period.
  3. Pending move (Shop Floor) – This message indicates you have unprocessed shop floor move transactions in the WIP_MOVE_TXN_INTERFACE table.
    >>> If this condition exists, you will receive a warning but will be able to close the accounting period.
    >>> These transactions are not in your work in process value. However, after you close the period, these transactions cannot be processed because they have a transaction date for a closed period.

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How to Assign Item from One Organization to Another Organization in Oracle

Item Organization Assignment setup…
  1. Create Organization Hierarchy
    Nav: Inventory → Setup → Organization → Hierarchy
  2. Organization Name is Source Organization
  3. Subordinates is Destination Organization
    Note: You can add more than one subordinates(Destination Organization)
     
    Run Request : Item Organization Assignment
    Nav: View → Requests → Submit New Requests → Single Requests → Item Organization Assignment
Enter the Parameter
  1. Source Organization = From Organization
  2. Hierarchy Origin = Destination Organization
  3. Hierarchy = Which you created Organization Hierarchy name
  4. Category set Name = At least one Category set name required.
  5. Request Count = 1
Click (B) ok
 
After Completing the Request 
You can run the Item Status report and view the output which is assigned the against the Organization.
 
Run the Request Item Status Report and View Output

View Output Item
 
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Back order Reason for Oracle eBusiness Suite

  1.    Order on Hold
  2.     Inventory Period NOT open
  3.     No enough on-hand quantity
  4.     No enough quantity to reserve/transact
  5.     No on-hand quantity in required sub-inventory
  6.     The Lot from which items are selected is inactive/expired
  7.     Lot control Item Lot Divisible Option not enabled
  8.     Specified Lot is Disallowed Transaction (Applied on Material Status)
  9.     Item On-Hand to Disallowed Transaction (Applied on Material Status)
  10.     Wrong Item reservation (even inventory have enough quantity)
  11.     Inventory reserved for other sales orders
  12.     Inventory picked-up by other sales orders
  13.     Previously done return to stock not properly performed
  14.     Cycle Count Adjustments
  15.     Serial Control Item Serial number not allocated or not assigned 
  16.     Manually Backordered 
  17.     Move order is in pending state       

  *********************************************************************************

1. Check in Shipping Transaction Form, make sure the order still in “Ready to Release”.
2. There might be a lot of possibilities for this problem:
A) Order on hold
B) Do not have enough qty
C) Lot expired
D) Wrong reservation (even inventory have enough qty)
E) Inventory reserved for other orders.
F) Inventory picked up by other orders
G) Previously return to stock not done properly.
3. Case A,
Check if the order is on hold. Check the order type in Shipping Transaction Form → “Detail” →“Source”.
4. There is another way to check the order type. That is go to WMS Control Board → “Picking”.
5. Or go to OM Shipping View to see the order type.
6. Go to the correct “Sales Order View” instant accordingly by keying in the order# and order type.
7. Click on “Open Order” → “Action” → “Additional order info”.
8. Do the same for order level and line level.
9. Case B & C,
-Go to Material Workbench to check if the lot has expired or not having enough inventory for this order.
10. We can check if any lot is reserved for other order as well.
11. In Material Work Bench, go check for each lot in the physical locator by clicking on the “Attribute” button. (lot level reservation)
12. Alternatively, go to Shipping Transaction Form → OM Shipping View,
-or go to “Lot Number” (Ctrl + L), click on Attribute column to check the SO reservation of the lot.
13. Compare the SO info with the order that are having problem.
14. Case D,
-Go “Reserve Supply” form (Ctrl + L) to check if the order is wrongly reserved.
15. Case E,
-in the “Reserve Supply form, we can check if the qty is being picked up by other order as well. (order level reservation regardless of lot)
16. Also, can go to Material Workbench → Availability, to check for the available to reserve.
17. Case F,
-it might have high possibility the qty is taken up by order with different line, or other orders which have been auto launched.
18. If this is the case, must do backorder.
19. Go to Transact Move Order Form → tab “Pick Wave” → View/Update allocation → Lot/Serial.
20. Click on the checkbox for order which need to be backordered, then go to Tool → Back Order Line.
21. Case G,
-Ask the user if the order has done return to stock previously.
22. If yes, it might has high possibility that the return to stock not done properly.
23. Check the lot state, must be in “Resides in inventory”.
24. Check in Material Workbench to see if the lot is still packed with LPN or not.
25. Check also if the lot is in physical locator rather than logical locator.
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Back Order Drop Ship and Back to Back Order

1 Back Orders

  • The Oracle “term” backorder is a “status“ on the order line or delivery line indicating that you have tried to release an order for picking in your warehouse, but that the pick release was UNSUCCESSFUL because there was no available inventory.(Backorder can be partial or complete). The Oracle term backorder does NOT mean that you have open purchase orders for the out-of-stock item from your vendors.
  • The term  backorder is also used in business a little differently than in Oracle. The term “An item is on backorder” usually means that the item is not in stock, but the shipping company has already placed purchase orders from their suppliers to restock the item.
  • Backorder is when you do not fulfill the Sales Order, or if the inventory is out of stock for delivery to customer.

2 Drop Shipment

  • Drop shipment on the other hand is a method of order fulfillment where the organization taking the order does NOT maintain their own inventory for the drop-shipped product, but fulfill their orders through 3rd party vendors who directly ship to the end customer ordering the product.

For example,

  • A orders item x from B
  • B orders item x from C
  • C ships Item x to A.
  • B bills A for the order, C bills B for the order

A – Customer
B – Oracle Processing Company
C – Supplier

3 Back to Back Orders

In Back to Back Order the shipment process is also completed through OM as a standard order after the item is received against a PO.

What is the major difference between drop shipment and back to back order ?

  • In B2B the source will be internal but the item would be procured after the order is created or after the demand is made.
  • In Drop Ship the source will be external
  • In Drop Ship orders, material is directly shipped to the customer from the supplier. Thus, inventory is not affected. In this case, only logical receiving is done. But in the case of Back-to-Back orders, material is taken from inventory.
  • Drop Ship orders may have many Purchase Orders connected to them. In Back-to-Back orders one PO is tied to one Sales Order.
More on Drop Shipment & Back to Back Orders(Functional)
High Points for EBS Base Functionality for Drop Shipment
  • Drop shipment order processing in EBS is managed using workflow
  • Drop ship functionality is based on source type of an order line (Internal/External)
  • You can automate your PO/BPA release creation based on ASL/sourcing rule information
  • Drop ship process uses standard OM workflows.
  • You can use Sales order Purchase order discrepancy report to identify discrepancies between the OM and the PO
  • There is a links OM and PO to provide visibility through entire supply chain Flow.
The entire Drop shipment process flow can be best understood as figure below: 
drop shipment
Points for Implementation Considerations
  • Order line attribute: Source Type (need to be external). You can be defaulted from item or order type
    • Menu -> Responsibility Order Entry Super User/setup/Orders/Types
    • Setup an order type using the cycle defined in the previous step (a),an order number source, a valid standard value rule set.
  • Item attributes (OM and Purchasing)

You need to do the setup for these attributes:

-Purchased (PO) Enabled
-Purchasable (PO) Enabled
-Transactable (INV) Enabled
-Stockable (INV) Optional
-Reservable (INV) Optional
-Inventory Item (INV) Optional
-Customer Ordered (OE) Enabled
-Customer Orders Enabled (OE) Enabled
-Internal Ordered (OE) Disabled
-Internal Orders Enabled (OE) Disabled
-Shippable (OE) Optional
-OE Transactable (OE) Enabled

  • Setup requisition import parameters
  • You can also use grouping by Vendor
  • You can also set the multiple distributions set to No
  • ASL and/or Sourcing rule relationship need to be setup for Automatic PO creation
  • Oracle recommends using a logical organization for drop shipment. Exclude this organization for planning purposes. It can be worked around using non nettable Dropship subinventory

 Back to Back Order
As mention above this is ability to create specific supply orders for customer sales orders.
These are main features avaible in EBS

  • Designate specific items as B2B orderable
  • Enter sales order lines for these items, and have the supply automatically created via a requisition
  • Have the requisition converted into a Purchase Order or a release of a blanket Purchase Order
  • View the requisition number or PO number and its status from the Sales Order (using reservation details window)
  • Reserve the supply from the Requisition to the PO and finally to the Sales Order once the PO is received
  • Pick, ship and finally invoice the customer for the product.
  • Note to Buyer’s field in the requisition captures the Sales order information
  • Line status information shows the progress of the order
    PO Req Created
    PO Req Requested
    PO Created
    PO Received
  • If line is manually reserved it progresses to “Awaiting Shipping”
  • Changes and Cancellations on sales orders:
    • Reservation is changed
    • Notification sent to Buyer

Back to Back orders

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