Item
Orderability
Businesses
need to be able to order specific products depending on specific
customers. Instead of being able to view and select all items for all
customers in the sales orders window, you can now restrict the item
list based on customer and other related criteria. For example, you
may want to take an order only for a set of products for Customer A,
which may not be applicable to Customer B. In addition, orderable
products are useful for business flows such as private labeling,
franchises, licensing / certification, product suitability etc.
Orderable Products functionality is required in different industries
such as entertainment and media, manufacturing, wholesale
distribution, retail and high-tech.
The
Ordered Item List of Values (LOV) is populated by listing all the
items available in the item validation organization of the current
operating unit. Item Orderability rules are defined at Operating Unit
Level. The Item Category and Items LOV are always displayed based on
the Master Organization or the Item Validation Organization attached
to the operating unit. However, the Ordered Items LOV will not
display all items; the list is populated depending on the Item
Orderability Rules you have set up. If you have not set up the Item
Orderability Rules, it means that the Item Orderability functionality
is disabled or the functionality cannot be used.
If
the value of the profile option OM: Use Materialized View for Items
LoV (Honours Item Orderability Rules) is set to No, then the Ordered
Items LOV lists all the items of the item validation organization of
the current operating unit. This doesn't consider the defined item
orderability rules, however if there is a defined rule that prevents
the item from being ordered, then an error message is displayed
during the saving of the order. You will not be able to save the
order.
If
the value of the profile option OM: Use Materialized View for Items
LOV (Honours Item Orderability Rules) is set to Yes, then the Ordered
Item LOV displays only those items which are based on the rules
defined. The Ordered Item LOV is then dynamically populated based on
Item Orderability Rules and the current attribute values on the line.
Searching
for Item Orderability Rules
Use
the F11 Ctrl F11 key combination to enter search criteria to retrieve
item orderability rules. If you enter the operating unit in the
Operating Unit field or select an operating unit from the LOV, and
then search for the rules by pressing Ctrl F11, records will be
retrieved for the item and operating unit combination.
If
you do not enter anything in the Operating Unit field, or enter a
partial search criteria (eg: Vision) or enter an invalid operating
unit, the Operating Unit LOV displays and you need to select an
operating unit to continue with the search.
This
is required as the Item field is flexfield enabled and will display
an error if the organization is not selected.
This
search is applicable to searches based on the Item field only.
Searches based on any other field will not invoke the Operating Unit
LOV. The following section describes how to set up Item Orderability
Rules.
Setting
Up Item Orderability Rules
The
above window shows the Item Orderability Rules that you can set up.
Depending on the value of your security profile, the relevant
operating unit will be displayed in the window. If you need this rule
in another operating unit, you need to repeat the setup for the rule
in the other operating unit. Navigate to Setup > Rules > Item
Orderability.
When
in Enter query mode, you need to enter an operating unit and then
enter the Item Category or Item or other criteria. If you manually
enter the operating unit, for example, Vision Ope%, in enter query
mode, the query will not fetch any data, and will raise an error
message. This is because Items are based upon Inventory
Organizations, and this setup is based upon Operating Unit. So once
the Operating Unit is chosen, we use the Item Validation Organization
defined under Order Management System Parameters form for the
selected Operating Unit to query the Item details. You can set up
rules based on either Item or Item Category. If you set up a rule for
an item, which belongs to a category that has a rule already defined,
you will not be allowed to set up a rule and the following error
message displays:
The
rules state that an item or item category will be generally available
(if the Generally Available box is selected) except for the
conditions set up at the Rule Level. The conditions are based on the
following line attributes:
•
Customer
•
Customer Class
•
Customer Category
•
Region
•
Order Type
•
Ship To
•
Bill To
•
Deliver To
•
Sales Channel
•
Sales Representative
•
End Customer
For
example, you can set up a rule that says Item Category COMPUTER.MISC
is generally available except for Order Type = Order Only or Customer
= AC Networks.
Note:
The
OR condition is applicable when evaluating multiple conditions. In
the example above, either the order type or the customer is taken
into consideration. Similarly, you can set up rules to define when an
item or item category is generally not available (the Generally
Available box is unselected) with the conditions available for that
rule. For example, Item X is generally not available, however, since
you have set up conditions at the Rule Level, it is available for a
particular customer, or region or customer class. This is illustrated
in the figure below:
Using
Item Orderability in the Sales Orders window
1.
Enter
an order with a customer that you have specified an item orderability
rule for.
2.
Click
the Ordered Items LOV and see if the item you specified in the rule
is displayed. The visibility of the item in the LOV depends on the
value of the profile option OM: Use Materialized View for Items LoV
(Honours Item Orderability Rules). If the value of the profile option
is set to No, then the Ordered Items LOV lists all the items of the
item validation organization of the current operating unit. If the
value of the profile option is set to Yes, then only those items or
item categories to which the rules apply will be displayed.
3.
In
the above figure, the item (ASO0005) for which you created a rule in
the section Setting Up Item Orderability Rules, is not displayed as
the profile option is set to Yes. If the profile option were set to
No, an error message would have been displayed.
4.
Run
the concurrent program Refresh OM Materialized Views periodically to
refresh the materialized view OE_ITEMS_MV. If you have changed any
data in Inventory, it is advisable to run this concurrent program so
that the data in Inventory and Order Management stay synchronized.
Note:
The
Item Orderability Rules Listing Report lists item orderability rules
based on different user inputs like Item Level, Item, Item category
and enabled flag. Item Orderability rules are effective when orders
are created from Order Import, Process Order and HVOP also. The
public API OE_ITORD_PUB. Import_Item_orderability_rules allows
creation of Item Orderability rules from PL/SQLi, rather than
entering data in the Item Orderability Rules window.
Note:
Item
Orderability Rules in Order Management are applicable to all orders
accepted in Order Management. Hence, orders coming from other order
capturing applications such as Quoting, iStore or third party
applications will not be accepted in Order Management if the incoming
orders do not comply with item orderability rules.
