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Flow for Simple Drop Ships across Set of Books (Doc ID 295074.1)

Last updated on JULY 07, 2021

Applies to:

Oracle Order Management - Version to [Release 11.5.10]
Information in this document applies to any platform.


Simple Drop Ship across Set of Books


                                                                                                                                                     Date: 30-DEC-2004


Purpose:  To process a Drop Ship for Standard Item from entry to invoice for different orgs in different set of books.



Functional Test




Enter order

Login to the Ordering Organization

The person entering the order must be setup as a 'Buyer' in Purchasing: Purchasing > Setup > Personnel > Buyers


OM Responsibility > Order, Returns > Sales Order

Main Tab:

Customer:Enter your customer

Order Type:Enter a standard order type

Price List:Enter Price List

Salesperson: Select any from LOV

Others Tab:

Warehouse:Select your Receiving Organization from the LOV

Line Items Tab:

Line 1.1

Ordered Item:Enter the item to be dropped shipped

Qty: 2

Request Date:Sysdate

Shipping Tab:

Source Type: External

Receiving Org: Your receiving organization


Sales Order Number:


Book the order

Click the Book Order Button


Order Header Status: Booked

Line Status: Awaiting Receipt

If line status is not at 'Awaiting Receipt', run the Workflow Background Process

OM Responsibility > Report, Requests > Run Requests: Workflow Background Process

Item Type: OM Order Line

Process Deferred: Yes

Process Timeout: No

Click Submit

Line Status:


Run Requisition Import

Login to the Receiving Organization

It is best to logon with a different user id then the ordering person.  This new user id must be associated with a person who has been setup as an 'Approver' in the new Set of Books.

Refer to Note: 295070.1 for detailed instructions.

OM Responsibility > Orders, Returns > Requisition Import:

Import Source: Order Entry

Click OK

Click Submit

Request Id:


View Requisition Information

Log on to the responsibility where the order is created

OM Responsibility > Orders, Returns > Order Organizer

Query the Sales Order

Line Items:

Place the cursor at line 1.1

Click on Actions > Additional Line Information > Drop Ship Tab

Document the Requisition Number

Requisition Number:


Create Purchase Order from the Requisition

Login to the Receiving Organization

Purchasing Responsibility > AutoCreate

Find Requisition Lines:

Requisition: Enter Requisition No.

Clear the Buyer Field

Click the Find Button

AutoCreate Documents:

Select the Requisition Line

Click the Automatic Button

Select the Supplier

Click the Create Button

Document the PO Number

PO Number:


Approve the PO

AutoCreate to Purchase Orders:

Click the Approve Button


Submit for Approval: Checked

Click Ok

Verify that the Status of the PO is 'Approved'



View the PO Information

View the PO Information in the Responsibility where the order is created.  See Step 4.

Purchase Order:



Receive the full Qty

Login to the Receiving Organization

Purchasing Responsibility > Receiving > Receipts

Find Expected Receipts:

Purchase Order: Enter Purchase Order No

Click Find

Radio Button: New Receipt.

Lines Tab:

Check the Line

Destination Type: Inventory

Subinventory: Enter Subinventory


A receipt number will be generated and will be visible in the Receipts Header Form

Receipt Number:


Verify the Receiving Transactions

Purchasing Responsibility > Receiving > Receiving Transactions Summary

Supplier and Internal Tab:

Receipt: Enter Receipt Number

Click Find

Click Transactions

Verify there are two transactions: Receiving and Deliver Type

 Transaction Types:


Verify the status of the line

Login to the Ordering Organization

OM Responsibility > Orders, Returns > Order Organizer.

Query the Order

Click the Open Button

Line Items Tab

Main Tab

Line 1.1

Status: Shipped

Shipping Tab

Quantity Shipped: 2 


Qty Shipped:


Verify the Workflow Status of the Line

Tools > Workflow Status

If the Line Status is 'Fulfilled - Deferred'

Run the Workflow Background Process

See Step 2

Workflow Line Status:


Run Auto Invoice

Receivables > Interfaces > AutoInvoice > AutoInvoice Master Program

Invoice Source: ORDER ENTRY

Default Date: Sysdate

(Low) Sales Order Number: Order Number

(High) Sales Order Number: Order Number

Click OK

Click Submit



Verify Invoice

OM Responsibility > Orders, Returns > Order Organizer

Query the Sales Order

Line Items:

Place the cursor at line 1.1

Click on Actions > Additional Line Information > Invoices/Credit Memo Tab

Document Invoice Number

Invoice Number:



Key Setups


1.  System Administrator - The person entering and executing Requisition Import must be setup as a 'Buyer' and 'Approver'.  See Note: 295070.1 - Setup Buyer and Approver for Drop Ships.

2.  Inventory - Drop Ship items must be defined in the ordering and receiving organization.

3.  Item Attributes:

            Inventory: Inventory Item, Stockable, Transactable, Reservable

         Purchasing: Purchased, Purchasable, List Price - must be entered

         Order Management: Customer Ordered, Customer Orders Enabled, OE Transactable

         Receiving: If set to 'Direct Delivery', the Receiving process completes in one step instead of two or more




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