Dropshipment(直接发运).doc

OM/ 直接发运（DROP SHIP）序号操作流程参考操作值1.输入直接发运订单职责: Order Management1， 建立新定单2， 行来源类型为外部2.登记订单1， 登记定单2， 检查工作流状态3采购发放采购发放（可后台工作流处理type = OM Order Line to progress the line through Purchase Release ）4.运行导入申请请购申请：请注明来源为OE5.从请购单创建采购单1， 自动创建采购单 2， 选择供应商和价格6.审批采购单据审核7.接收采购单 （一般设成直接接收入库处理）接收入库和入费用8.入库处理接收事务处理汇总9.校验销售单状态进入OM，查询定单其状态是否发生变化10校验销售和采购库存事物进入INV事务处理窗口查询是否采购和销售已同时完成，并产生正确的会计分录DROP SHIP直接发运设置1，ITEM 设置： A. 确定直接发运相关属性 Purchased (PO) Enabled Purchasable (PO) Enabled List Price (must be entered) 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 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 the value Direct. 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 Navigate: Inventory - Items - Organization items Purchased (PO) Enabled Purchasable (PO) Enabled Transactable (INV) Enabled Stockable (INV) Optional Reservable (INV) Optional Inventory Item (INV) Optional Customer Ordered (OM) Enabled Customer Orders Enabled (OM) Enabled Internal Ordered (OM) Disabled Internal Orders Enabled (OM) Disabled Shippable (OM) Optional OE Transactable (OM) Enabled All Drop Ship items must be defined in the organization entered in the profile option OE: Item Validation Organization and in the Receiving Organization. All drop ship sub-inventory must have Reservable box checked. If the sub-inventory is not Reservable the sales order issue transaction will not be created in MTL_TRANSACTIONS_INTERFACE. After drop ship inventory organization is created, subinventories should be defined. To create the subinventory, go to an inventory responsibility and navigate to Setup - Organizations - Subinventories. Asset subinventories must have the reservable and Asset boxes checked. Expense subinventories must have the Reservable box checked and the As