Drop Ship Project

Logistic Implementation course One1up,July 2008,Israel

Drop Shipment –Small Project

Version # 1.0 Presenters: Eli Offir & David Salama Sep 2007

One1up Logistic Implementation course ,Israel

1

Benefits to Business 

Reduced order to shipment cycle time.



Reduced overhead in stocking and maintenance of inventory.



Elimination of Shipment and Packing related costs.



Reduced inventory space requirements.



Offer a variety of products to your customers.

Sep 2007

One1up Logistic Implementation course ,Israel

2

Drop Shipment Definition Kenyion Israeli Customer

Diakin - Supplier SHIPMENT

SH IN IC E

NO

SE HA

T

RC

EN

VO

M

PU

IP

R

E RD

O

IC

CE

RD

O

TI

ES L SA

ER

IN

E

VO

Vision (IL)

Sep 2007

One1up Logistic Implementation course ,Israel

3

Vision Israel - Organization Model Buisness Group Vision Operations

Set of Books Vision Operations

Legal Entity Vision Operations Item COOLER_AAA Operating Unit Vision Operations

Inventory Organization TLV

Sub Inventory Drop Ship

Sep 2007

One1up Logistic Implementation course ,Israel

4

Key Features 

Focus on Profitable Process.



Full Setup for maximum efficiency.



Credit Control.



Advanced Pricing (Discount, Duty Fees, Freight Costs, Transportation Charge, Insurance).



Descriptive Flex field usage for future Customization.

Sep 2007

One1up Logistic Implementation course ,Israel

5

Entering Sales Order Header

Sep 2007

One1up Logistic Implementation course ,Israel

6

Continue...

Sep 2007

One1up Logistic Implementation course ,Israel

7

Entering Sales Order Line

Sep 2007

One1up Logistic Implementation course ,Israel

8

Auto Discount(10% from PL)

Sep 2007

One1up Logistic Implementation course ,Israel

9

Entering Line Source Type

Sep 2007

One1up Logistic Implementation course ,Israel

10

Booked Order

Sep 2007

One1up Logistic Implementation course ,Israel

11

Order Level Charges

Sep 2007

One1up Logistic Implementation course ,Israel

12

Credit Check Failure

Sep 2007

One1up Logistic Implementation course ,Israel

13

Line WF Status After Booking

Sep 2007

One1up Logistic Implementation course ,Israel

14

Release Hold & Progress Order

Sep 2007

One1up Logistic Implementation course ,Israel

15

Order Line Status after Requisition Import

Sep 2007

One1up Logistic Implementation course ,Israel

16

Requisition Import Request

Sep 2007

One1up Logistic Implementation course ,Israel

17

Additional Line Info. PR Created

Sep 2007

One1up Logistic Implementation course ,Israel

18

Auto Create PO from PR

Sep 2007

One1up Logistic Implementation course ,Israel

19

Po Created

Sep 2007

One1up Logistic Implementation course ,Israel

20

Po Approved

Sep 2007

One1up Logistic Implementation course ,Israel

21

Po Shipping Info.

Sep 2007

One1up Logistic Implementation course ,Israel

22

Line WF Status after Po Approval

Sep 2007

One1up Logistic Implementation course ,Israel

23

Dummy Receipt

Sep 2007

One1up Logistic Implementation course ,Israel

24

Workflow Status After Receipt

Sep 2007

One1up Logistic Implementation course ,Israel

25

Order Line Closed - After Receipt

Sep 2007

One1up Logistic Implementation course ,Israel

26

Material Transactions - Inventory

Sep 2007

One1up Logistic Implementation course ,Israel

27

AR Invoice

Sep 2007

One1up Logistic Implementation course ,Israel

28

Limitations in Oracle Drop Shipments 

Can not ‘Drop Ship’ ATO and PTO items.



Quantity Adjustments, Manual Control.



Drop Shipment Returns, Standard RMA.



Manual control of Holds on Order after Purchase Release.



Cancelled and Closed Orders, No integration with PO.

Sep 2007

One1up Logistic Implementation course ,Israel

29

Setup

Sep 2007

One1up Logistic Implementation course ,Israel

30

User Menu and Responsibilities #

User

Password

Responsibility

Menu

Person

Roll

1

MASTER

MASTER

Vision IL Shipment Coordinator User

ADS_OM_USER

Offir Eli

Administrator

Order Management Super User, Vision Operations (USA)

ADS_OM_SUPERMENU

Inventory, Vision Operations (USA)

INV_NAVIGATE

Purchasing, Vision Operations (USA)

Purchasing SuperUser GUI

Human Resources, Vision Enterprises

US SHRMS Navigator

Receivables, Vision Operations (USA)

AR_NAVIGATE_GUI

Payables, Vision Operations (USA)

AP_NAVIGATE_GUI12

General Ledger, Vision Operations (USA)

GL_SUPERUSER

System Administrator

Navigator Menu - System Administrator GUI

2

ORDER

ORDER

Vision IL Shipment Coordinator User

ADS_OM_USER

Bean, Mr. DanDan

Shipment Coordinator

3

CUST1

CUST1

Vision IL Customer Support User

CSX_CUSTOMER_SUPPORT

COHEN, Mrs. LEVIVA

Customer Care

4

PURCHASE

PURCHASE

Vision IL Purchasing User

Purchasing SuperUser GUI

ISRAELI, Mrs. SHARA

Purchasing User

Sep 2007

One1up Logistic Implementation course ,Israel

31

Order #

Task

Action

Name

1

Create new Transaction Type for Order Header and Line

Transaction Type

Drop_Ship Drop_Ship_Line

2

Create Automatic order numbering for order type: Drop_ship

Document Sequence

Drop_Ship_Seq

3

when the customer is Kenyion Israeli then

Defaulting Rule

Order header Attribute=Order Type Defaulting condition Template=Order Type for drop ship

Assign automatically Order type: Drop_Ship Price List: KenyionIsraeli Order Date: Today Tax Code

Value

Initial Value= 400

Validation rule Customer= Kenyion Israeli Default sourcing rule = Drop_Ship vat15

4

Group customer accounts with similar business value

Profile Class

DropShip Profile

5

Fill customer Information (Bill to, Ship to…)

Customer

Default Information

Sep 2007

One1up Logistic Implementation course ,Israel

Kenyion Israeli

32

Customer Credit Control

#

Task

Action

Name

Value

1

Check customer credit Limit as follows: Order Limit: 10$ Credit Limit : 10$

Apply Hold

Credit Check Failure

Order Level Step: Booking an order Apply automatically by System Release by Responsibility: Vision IL General Supper User

Credit Check Rule

Sep 2007

Kenyion Credit Check Rule

One1up Logistic Implementation course ,Israel

33

Apply Hold API

Sep 2007

#

Parameter

Description

1

request_type

OE_GLOBALS.G_APPLY_HOLD

2

entity_code

OE_GLOBALS.G_ENTITY_ORDER for order or OE_ GLOBALS.G_ENTITY_LINE for line.

3

entity_id

ID of the order or line to be held

4

param1

Hold ID to identify the type of hold that should be applied. (HOLD_ID from OE_HOLD_DEFINITIONS)

5

param2

Hold entity code for the hold source to be created. C: Customer hold source S: Bill To or Ship To hold source I: Item hold source O: Order hold source W: Warehouse Hold Source

6

param3

Hold entity ID C, B, or S: for Org ID O: Header ID I: Inventory Item ID

7

param4

Hold comment

8

date_param1

Hold Until Date

9

parm6-param20

Attribute1-15 of the descriptive flexfield associated with the hold source record.

One1up Logistic Implementation course ,Israel

34

Advanced Pricing Create Pricing Privileges Price List

Guarantee Type

Access Level

Kenyion_IL_2008

Operating Unit

Maintain

Qualifier Name

Context

Operator

Value

Kenyion_IL

Customer

=

Kenyion Israeli

Modifier Name

Level

Type

Name

Method

Value

Kenyion_Header

Header

Freight and Special charge List

Duty Fees

Lumpsum($)

1

Freight Costs

Lumpsum($)

1.2

Transportation Charge

Lumpsum($)

0.8

Insurance

Lumpsum($)

0.5

Discount

Percent

10

Kenyion_Line

Sep 2007

Line

Discount

One1up Logistic Implementation course ,Israel

35

Tax

Vat (Value Added Tax)

Sep 2007

Name

Value(%)

Level

VAT_15

15

Line

One1up Logistic Implementation course ,Israel

36

Purchasing #

Task

Action

Name

Value

1

Increase operational efficiency,

Sourcing Rule

Sourcing Rule

DropShipDiakin

Assignment Set

Supplier Scheduling

Position Job Document Type Approval Group

.MM12\.MATERIALS MANAGER MGR500.Manager Approve Standard Purchase Orders OFFIR ELI GROUP

purchasing>supply base>sourcing rule Assign Supplier “Diakin”,Allocation 100% Document Security

Sep 2007

One1up Logistic Implementation course ,Israel

37

Inventory Item Properties #

Tab

Property

Value

1

INV

Transactable

Enabled

Stockable

Optional

Reservable

Enabled

Customer Ordered

Enabled

Customer Order Enabled

Enabled

Shippable

Enabled

Default SO Source type

TLV_INV_ORG

Default SO Source Type

External

OE Transactable

Enabled

Returnable

Enabled

2

Sep 2007

OM

3

COST

Costing Enabled

Enabled

4

PUR

Default Buyer

Offir, Mr. Eli

5

GENERAL

Make or Buy

Buy

Inventory Planning Method

Not Planned

6

MRP

Planning Method

Not Planned

7

INVOICE

Invoicable

Enabled

One1up Logistic Implementation course ,Israel

38

Running Requests

Concurrent Requests

Sep 2007

#

Concurrent Request

Parameters

Scheduling Interval

1

Workflow Background Process

OEOL, , , Y, Y, N

Every 2 Minutes

2

Workflow Background Process

OEOH, , , Y, Y, N

Every 2 Minutes

3

Requisition Import

, , ITEM, , N, Y

4

Inventory transaction worker

Every 2 Minutes

One1up Logistic Implementation course ,Israel

39

Thanks…

Sep 2007

One1up Logistic Implementation course ,Israel

40