EBS R12 Period Close Advisor: Order Management and Shipping
(Doc ID 1359451.1)
Last updated on SEPTEMBER 18, 2023
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
Scope
Details
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In this Document
| Purpose |
| Scope |
| 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 |