How can we prevent lines splits and partial shipments during Pick Release and Ship confirm?

 

How can we prevent lines splits and partial shipments during Pick Release and Ship confirm? (Doc
ID 1559887.1)
In this Document
Goal
Solution
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APPLIES TO:
Oracle Order Management ­ Version 11.5.10.2 and later
Information in this document applies to any platform.
*** Checked for relevance and revised as per note 2161765.1 on July 30, 2016
GOAL
We have a business rule of when a requested quantity is less than available quantity we backorder the whole quantity and do
not do partial shipments. When the order is pick released, this rule is not being observered: the partial quantity is being
shipped and the remaining quantity is being backordered on a new order line.
What is the setup that will prevent partial shipments?
SOLUTION
Please define a defaulting rule which would cause new order lines to be assigned to a ship set. If a line is in a ship set, then
pick release will backorder the entire ordered quantity if the entire ordered quantity is not available. You can define the
defaulting rule as follows:
A. Define the Defaulting rule: As the Order Management super user, navigate to setup­>rules­>defaulting
1. Click on the Search icon, choose entity Order Header
2. Scroll down to see attribute "Line Set", click on this attribute to select it
3. Click on button Defaulting Rules
4. . You will see seeded defaulting rules here. The seeded rules are consecutive as follows:
a. If a line set type (ship set, fulfillment set) is specified for the customer, then whichever set type is specified for
your customer will be defaulted for orders for that customer.
b. If no line set type is specified for the customer, but a line set type is specified for the invoice­to address record,
then that set type is defaulted
c. If no line set type is specified for either customer or invoiced to address, then the line set type for the ship­to
address record is used
d. If no line set type is specified for the customer, invoice to address, or ship­to address, then the set type which
is defined for order type line is used.
5. If this seeded defaulting rule satisfies your requirements, click on the enabled box next to the Always defaulting
condition, save your changes, and stop here.
6. If this seeded defaulting rule does not satisfy your requirements, please continue.
7. Disable the seeded rule (click the Enabled checkbox off)
8. From the Tools menu at the top, click on Generate Defaulting Handler Package.
9. Go to view requests, and verify that the Defaulting Generator request completed normally. Dismiss the requests form.
10. Click inside the next row. Enter precedence = 2, Defaulting Condition = Always
11. Click on the first row under Default Sourcing Rules
12. Enter sequence = 1, select source type = Related Record
13. In the Defaulting Rules Flexfield window, select related object = Order Type.
14. Related Attribute will default to Line Set.
15. Click on OK, then click on the Save Icon. A note will appear to remind you that you have to run the generate the
defaulting package.
16. From the Tools menu at the top, click on Generate Defaulting Handler Package.
17. Go to view requests, and verify that the Defaulting Generator request completed normally. Dismiss the requests form.
B. Select the order types for which ship sets should be defaulted
1. Navigate to Setup­>orders­>Transaction Types
2. Search for the transaction type for which you want ship sets to default
The order type you select MUST have transaction type code = Order. If you selected a transaction type code = Line, you
will not be able to define a line set
3. Click on the Shipping tab, then click inside the Line Set field
4. Choose Line Set as Ship
Note: This procedure will default ship sets for a specific order type regardless of whether the order is created from the User
Interface or using an API.
Also, the lines sets can be assigned as the same line set for every order line, or a different line set for each order line.
This is controlled by the System Profile "OM: Assign New Set for Each Line"
If you set this to YES, each order line will be assigned to a different ship set, which would mean that the entire quantity
on a single line must be shipped complete, but each order line can be shipped separately.
If you set this to NO, each order line will be assigned to the same ship set. You must be able to ship the entire quantity
on all order lines, or none of the order lines can be shipped. You can always change the ship sets for any specific order
in the Sales Orders form.
C. Final Step: Enforce ship sets and ship models:
1. Navigate to Shipping­>setup­>Shipping Parameters
2. Go to the Pick Release tab
3. The check box labeled "Enforce Ship Sets and Ship Models" should be checked