HOW TO GET SHIPPING AND PACKING INSTRUCTIONS DEFAULTED BASED ON CUSTOMER???

Oracle Standard functionality provides mechanism to default shipping and packing instructions without any customization. 

You can follow below instructions to enable defaulting rules. 

1. Please add following code into Package OE_Dependencies_Extn, which would enable the dependency between the Shipping Instruction and Customer field.

x_extn_dep_tbl(l_index).source_attribute := OE_HEADER_UTIL.G_SOLD_TO_ORG;
x_extn_dep_tbl(l_index).dependent_attribute := OE_HEADER_UTIL.G_SHIPPING_INSTRUCTIONS;
x_extn_dep_tbl(l_index).enabled_flag := 'Y';
l_index := l_index + 1;
  and/or

x_extn_dep_tbl(l_index).source_attribute := OE_HEADER_UTIL.G_SOLD_TO_ORG;
x_extn_dep_tbl(l_index).dependent_attribute := OE_HEADER_UTIL.G_PACKING_INSTRUCTIONS;
x_extn_dep_tbl(l_index).enabled_flag := 'Y';
l_index := l_index + 1;

2. Log on system as OM Super User responsibility
3. Navigate: Setup -> Rules -> Defaulting
4. Create a Defaulting Condition templates for a specific customer
5. Create Defaulting Rules for Shipping and/or Instructions with Condition created in Step 4.
6. Run "Defaulting Generator"concurrent request to active the change.

Debit Memo and Credit Memo in Oracle Applications Receivables and Payables

Debit Memo and Credit Memo has not much difference in real world but in Oracle it has…

Have a look on below description for DM and CM according to Payables & Receivables Module R12. 

Payables (in AP debit and credit memo both refers to –ve amount to supplier)

Debit Memo: In AP debit memo refers when supplier has supplied any defective goods and customer returns it to the supplier back at that time debit memo is generated indicating the defective goods amount. (ISSUED BY CUSTOMER)

Credit Memo: (Issued by the supplier.)  Suppose there are errors in the invoice sent to the customer or there is a problem with the shipment then this memo will be issued to decrease the amount specified into he original invoice sent to the customer. Here, the supplier balance will reduce.

EXAMPLE

Thus in both cases the supplier balances will reduce. 
Let me give an example. if the invoice amount is 1000$,if supplier raises 100$ credit memo, then it is understood that due to some errors in invoice, he is sending a credit memo ,actual invoice amount is 900$.so the supplier total balances will come from 1000$ to 900$.

Now, let us take the example of debit memo, if there are any defect with goods supplied, say, for 100$ worth, then customer will send debit memo of 100$ to supplier. So in this case also the supplier balances come down from 1000$ to 900$. 

Receivables (In AR Side Debit Memo refers to +ve sign and Credit Memo refers to -ve sign)

unlike AP MODULE where there is no difference between a debit memo and credit memo in AR module we have to enter a - ve amt for credit memo and +ve amt for debit memo debit memo is similar to an invoice and it is just in addition to an original invoice. When we forget to add a fright or other charges to an invoice we later charge it by creating a debit memo. 

In case we charge more than the product value we have to reduce it by creating a credit memo. Or a customer returns some goods we have to reduce receivable by creating a credit memo.

Consigned Inventory in Oracle Applications Setup & Process

Consigned Inventory is an inventory which is in possession of Customer but the items lies in it is owned by Supplier.

To perform this concept in Oracle Apps, following setups required.

Make new item for consigned inventory, item template is Purchased Item and tick on Use Approved Supplier in Purchasing tab, also enable Consigned Check box in General Planning Tab.  

 

 And then save it and assign the item to organization.

Now we need two subinventories, one for Asset sub inventory which is in possession of Customer and one for Expense in which supplier puts item. Expense subinventory will be placed in Customer Premises but possession of that subinventory will be to Supplier.

For creating subinventory go to Inventory > Setup > Organizations > Subinventories

And then create new subinventory (Asset subinventory).

 

 

Now define Expense subinventory 

 

At supplier site, we need to setup in self billing section. 

Navigation: Purchasing > Supply Base > Suppliers 

Set Pay On = ‘Use’ and Invoice Summary Level = ‘Pay Site’

  

After doing setup at supplier level we need to create Blanket Purchase Order between Supplier and Customer.

Navigation: Purchasing > Purchase Order > Purchase Orders

 

 Then it will go for Approval. 

 

After creating BPA, Define consumption transaction rules and selected transfer type as Subinventory Transfer, given weight as 10, Entered Owning Party details, Entered from & To Sub inventory details and item details.

Navigation: Inventory > Setup > Consigned/VMI Consumption

 

 

In Approved Supplier List, we need to setup for ‘con_01’ for Supplier ‘Manual Supp01’

Navigation: Purchasing > Supply Base > Approved Supplier List

 

 

 Now go to attributes, Source Document Tab

 

At inventory tab, tick on Consigned from Supplier 

 

Now all setup regarding Consigned Inventory has been done. 

Process: create Standard PO for same supplier and item.

  

Go to shipments tab,

 

Here consigned tab is checked.

Submit for approval that PO.

 

Now receipt the ordered item

 

Receive the items, receive items at CON_EXPENS subinventory.

 

Now items are received and in the CON_EXPENS subinventory which is Expense subinventory, under the possession of Supplier.

Created Consigned Transaction and Selected Transaction Type as “Transfer to Regular “.

Go to Inventory > Transactions > Consigned Transactions

 

 

Perform the transaction And save it.

Now, Run the concurrent “create consumption advice”

Run the concurrent Pay on Receipt Auto Invoice with a transaction source of “ERS_AND_USE” for our inventory receipt number.