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EBS R12 Period Close Advisor: Order Management and Shipping (Doc ID 1359451.1)

Last updated on SEPTEMBER 20, 2017

Applies to:

Oracle Shipping Execution - Version 12.1.1 to 12.1.3 [Release 12.1]
Oracle Order Management - Version 12.1.1 to 12.1.3 [Release 12.1]
Information in this document applies to any platform.

Purpose

EBS R12 Period Close Advisor: Order Management and Shipping Data for inclusion in advisor 335.1

Details

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In this Document
Purpose
Details
 **Period Close Advisor Overview**
 How to use this Period Close Advisor:
 Order Management and Shipping:
 **Evaluate & Prepare**
 1. Review Training Material
 2. Recommended Patching
 3. Validate Setup
 4. Ensure Data Consistency
 **Process Transactions - OM**
 1. Confirm shipments and optionally, the creation of install base entries for shipments
 2. Run the Generate Pre-billing Acceptance Program for Pre-billing, Implicit Acceptance
 3. Confirm OM-shipping transaction for the period
 4. Confirm that invoice interface (OM-> AR interface) has been completed
 **Process Transactions - Shipping**
 1. View Unprocessed Shipping Transactions that prevent the period close
 2. View Pending Transactions
 3. Resolve Unprocessed Shipping Transactions
 4. If you are unable to resolve the transactions, log a new SR with Oracle Support
 **OM Reconciliation**
 1. Reconcile to Oracle Inventory
 2. Reconcile to Oracle Receivables (Optional)
 **Close Orders**
 Closing Orders Overview
 Steps to Close Orders:
 1. Close Order Lines
 2. Ensure all Interfaces are Completed for the Period (Optional)
 3. Respond to workflow approval notifications
 4. Transfer Invoices to Oracle Receivables
 5. Review Held Orders
 6. Review Customer Acceptances (Optional)
 7. Review Discounts
 8. Review Backorders
 9. Review and Correct Order Exceptions
 10. Create Service Contracts (Optional)
 11. Purge Closed Workflows (Optional)
 12. Run Standard Period End Reports
References

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