Boost Efficiency with Sales Order Automation Software for Legal

How to create outlook signature

[Music] hi guys welcome back to my cloud so today we are talking about sales order input through every process okay so as we have seen uh each and every module we have a everyday loader so now today we are talking about how to import sales order through the everyday process so in this everyday process as you know that file is where it will be available it will be available through the docs.oracle.com so i'll show that one so how to download that particular file so before moving to that docs.oracle.com so what are the key sheets which are needed in order to import the sales order so one is header sheet second one is line sheet third one is sorry edit sheet line sheet third one is address sheet and fourth one is charge component charge component and fifth one is charge component interface see in some uh say actually the order import is two ways okay one is the price whatever price which you are expecting for the item when you are when you are bringing the price from the pricing strategy setups we have a price list price segment we have a setup right so whenever you want to bring the price from the pricing strategy then you require only three sheets are enough header sheet line sheet other sheet but when you want to honor the price whatever price which user want to enter for that same item then we need a two more additional sheets called as charge component sheet and charge component interface now we are talking about talking about the chart which is given by the user dynamically while loading the data through a day process okay so these are the five sheets are needed how we will decide whether the system will take the price from the pricing strategy or from the charge component is a deciding factor deciding factor or column is freezer price flag freezer price flag if this flag is s then the price has to come from the charge component charge component interface if it is n it has to get it from the pricing status setup rising starter is set up it will harness the pricing set in setup now we'll go with freezer price flag equal to y and we'll see how we will download our input the orders into the oracle fusion system okay now before moving to the actual fba file i wanted to show what and all fields are present which are mandatory so i'm i'm focusing here only mandatory columns only mandatory columns okay so let's talk about that first so now i just prepared the sheet the values for each sheet wise so i'll show the sheet to you so this is the fbda file so before showing that some people don't know how to download so it is very simple docs.oracle.com go to fusion cloud applications then order management you have to verify what is your system uh what you called this one the version okay so the version so based on the question so currently 22 is running so how to check the version go here go to application go to about this application so we'll find out the version ing to the version we have to download the fbda file so now my version is 22a go to all books go to all books then here implementation option is implementation and here you can find fbda file based data input click on html so what is required you require the order order management import sales orders so this is the file so you can download earlier download so from here you can download it to your local machine well okay okay once you download that so these are the various sheets which are present now i am talking about only how many sheets are required for in order to bring the data into the uh cloud application is one two three four five five sheets okay deciding factor is free the flag equal to y if it is n then you require only three sheets under sheet header sheet line sheet addresses okay now in the header what is required so these are the various column column names and these are the column values i pass from through the every okay so here source transaction here there is small error here okay it is source transaction identifier let me copy this source transaction oh it is there because of column issues okay let me drag this okay source transaction identifier is the unique value you have to pass along all the sheets whatever value we are passing under the header this value should be same in the line level and this value should be same in the address sheet and also charge component sheet charge interface and also charge component interface okay okay here okay so wherever whichever sheets we are using the charge source transaction identifier will be saved similarly system and source transaction number will decide from source what is the source so this is a exclusively we're using only header we are not using the remaining sheets similarly buying party number means what is the customer number so and customer pivo number customer p1 number is optional if you want you can enter transaction currency code so what is your bu what is the currency ledger currency and transaction on is nothing but order date okay and recreation bu transaction type is nothing but order type what is the order for which you are creating the uh sales order that is standard and batch name is important so this patch name you can give a unique value for each every device but everyday file okay so this should not be repeated like it is you have to maintain the unique let's say we have 100 orders for all android orders this value will be same same value similarly the equation legal entity how will decide from the bu this bu belongs to what is the legal entity and partial ship it is optional and here i was telling right freezer pricing once it is y then we need a two more additional sheets if it is n we don't require but most of the cases most of the business scenarios are running with the freezer price equal to y because the prices will be varying and the prices wanted to enter by the user dynamically so that is the reason we are going for freezer is equal to y and this will be n and freezer tax equal to n it means that we are honoring the shipping charges and price freeze tanks from the system and submit flag is order submission that equal to my okay very simple and very crystal very less information is required in the header similarly in the line level so since i am using only one line so this all identifies schedule scheduler a number line number should be one and this is the product number and this is the order quantity and what is the uam and what is the fulfillment organization so whatever inventory organization which you have you can pass this and business unit recreation bu and also transaction line type it is important and these are optional and requisition requested ship date is mandatory and payment terms is monetary transaction category code it will be also monetary it will be always order if it is sales order if it is order if it is rma it should be written and inventory organization name equal to whatever uh warehouse name okay and this is the line and similarly the address switch address set is always each header should have it two lines one is ship two and one is l2 okay so this is the shift to entries this is the built to entries so here the most important thing is party number is nothing but customer number okay how to identify part p set site identified so this is the value which you have to call it from the database for this so this is the query select star from aj parties where party site number is nothing but the shift to shift to site number will be there so let me show in the application how to find out that so that you will get an idea what is shift so in order to find out what receivables account receivables so here manage customers what is my customer number my customer number is this one manage customers so register id this one click on search see this is the ship to site number so once you pass this value in the query this will start website number this one so we'll get a party site id so that is the party site id is nothing but what is the value here party set identifier this value is monetary guys so this is monthly for ship two if it is shipped to we have to pass this value as 475 if it is built to we have to bring the account site identifier so in order to find our accounts identifier there are uh how many how how how do you find out you have to find out first select star from a jet customer cast accounts where account number second number means built to account so from this we'll get the car cost account id so you have to pass this cust account id in the select store from a jet cost account site all with cost account id equal to this one and from this will get so we have to pull cust account site 80 and if i pass this one at last uh last query select star from a jetcast site uses all where cust accounts cited equal to this one so we'll get the account set identifier so that is nothing but here site site i i'll show that one in the application so that you will get idea so how to run these queries it's very simple go to tools skate go to tools report analytics browse catalog okay so here data model data model automatically the diagram will come just provide some name state fault source is fsm and you can write the queries in sql process called non-standard sql so we're using the standard security okay now first i'll show this one okay select start from eject parties click on ok go to data view so you can see in the review or table so which one is nothing but party site id is nothing but party identifier okay now for account site identifier what you have to do we have to run [Music] first we need to run this where account number this is a built up code number we'll get this one and i given even column values as well column name and values so directly i am running at lost yeah there is double where is there okay so go to data go to view so we'll find here two entries so just go to table view in the table view so we have to select we have to select build two the site is good is built to and we have to bring site use id this is the iit nothing but account site identifier nothing but account site identifier if you go and verify in my data six five double four nine six five double so like that you have to fill your address sheet then next charge interface so charge interface this is very simple these values wherever you can find the qp sales qr over all are constant one time and price quantity is nothing but for which quantity the pass in the line level same quantity have to give and uam code and primary flag is also y applied to constant and charge currency code equal to usd roll up flag equal to n these are all are constant similarly at last charge component interface is one more sheet so each line whenever if you have only one line two entries whenever if you have two lines four entries like that each line wise they have a multiple entries okay first column value will show the list to price second column value will show the net price so it is must you have to pass two rows for each line okay now here what is important here is see currency unit price is nothing but the price of your product fine 100 into 21 is nothing but charge currents equal to 1200 okay if you have set up the tax in your system automatically system will honor the tax but for present my setup i don't have any tax so my header amount uh header amount is nothing but combination of a quantity into price okay so that is the reason i am just showing the values for uh for the uh for the viewers who are going to see so if you pass this value in a in a systematic manner in a without any error system will give result without any issue okay so here see these are the things which will repeat source transaction will repeat system will repeat source charge component is nothing but here we have identified social identify this one and this is also like since we have a two lines you can give unique sc1 underscore one html underscore like it okay sequence numbers you can give one and two com currency code uhd as we know like for my abu the lecture is usd currents and currency x number nothing but 100 into quantity 200 so that comes this one and here you have to remember price element code is one one entry is list to price another entry for net price one entry is listed price and then prefer so like that we have to fill the what abd file okay now i'll try uh i'll try to you know uh i am not sure like you know whether youtube will allow to add this particular file but i am showing so this is the header this is the line let me yeah this is the line okay and this is the headed sheet selector sheet under sheet and charge sheet charge interface sheet and also charge component interface okay so hope this information once you fill properly then your mpda process will execute without any error let me jump into the everyday file so whatever whatever data which i have showed there i filled here first header information so let me give 103 ops 203 because i use this one so this one is customer number you go fat of it so p1 number i use this nine i'm passing transaction on is nothing but custom order date and this is the order type this is the batch number i was telling right and equation legality or ship allowed freeze replies flag equal to y remaining equal to n submit fly equal to y that's all okay now these values should pass into the line level okay now source transaction product number is nothing but item number quantity unit code um code this is the fulfillment organization and my bu and my business unit again we have to pass same thing here and what else will require this this has to be by and if it is rma should be written and this is optional request ship date is mandatory for orders and payment terms is monetary transaction category equal to order here and this is required because if we are not giving here whereas won't feel the supply is there no that won't fit so remaining is blank similarly under sheet so i was telling that two entries are required first entry will determine ship two here party number nothing but customer number and party site identifier we have to pull from a jet party sites similarly accounts identifier will require for build 2 so this is the built account and if you see address user type is built okay now now this remaining is charge interface here also we have to change right this is three did did i change foreign this is three this is three okay charge component ops so if you have a different source system we have to give that same number search identifier will decide it will uh you know it will honor or it will consider this line and these are all constant and quantity price applied to price currencies uhd okay and charge component so each line level will require the two entries the identifier one one so here this is the source identifier and these are the two lines in order to recognize the two lines we need to give too many values one and two sequence numbers so here this is the price of the product rise into quantity is nothing but external amount okay and one is list to price the next net price and that's all now this is also unique value right whatever header value we have for source transaction identifier same thing you have to pass here okay save the form instructions generate the csv file on [Music] now go to application go to home schedule process so what is the program name load interface file for import load interface file for input so first what we are doing we are doing two we are pushing the data to interface tables interface tables of sales order import sales order import sensor charge component and charge company interface whatever sheets i have used so i could not find any video in the youtube so mostly might be my video will be helpful who are who wanted to create the orders through charge and charge company interface okay submit now system will push the data to interface tables so let me put it test one two three my submission so now it is interface is running now you can look it look at back transfer file and load interface still running let it finish okay so interface has been successfully done now for base table to move the data to base table import sales orders import sales orders now what is the batch number batch number is this is the one correct okay so remaining under optional just click on subpitch so when you are doing first time will face difficulty will get errors so you won't get it you know first time itself won't get like things will be successful so it will take a time to get a successful uh entries in the vision okay so see because i tried like uh at least three four times then only i was getting this wage table as succeeded so once you open that attachment you can find out which order system has created what is my order order my name important source order with source order number with no errors so my number is 357. now you go to source go to order management you can verify what is my order has been created properly or not see so why means these are like you know uh because of gop and on hand quantity because of that purpose it will be into color otherwise order has been created properly and this one we have not tried still so once you pass the values in the header automatically system will pull okay purchase order we have pass and if we go for shipment lines supply warehouse also didn't come so i passed that but unfortunately not it came maybe because we don't have a stock actually might be that is also one kind of reason see we we tried only basic entries supply also has to fill okay so i need to check it out okay so this is the weight guys so we have to create the sales server if we open this because why that error is coming is because uh request order fail verify setup troubleshoot global order promising gop setup is not proper okay but this is the way to create the order creation okay so we'll come up with some other topics in subsequent days thank you so much [Music] you