Oracle EBS: BACK TO BACK PROCESS (OM)

BACK TO BACK PROCESS (ASSEMBLE TO ORDER)

Process: Back to Back is a process in which we assemble the product to sell it to our end customer. In Oracle EBS, we use a particular attribute (Assemble to Order) to do the process.

Steps to follow:

ATO Item creation
Sales Order Creation
Requisition Import
Auto-Create PO
PO Receipt
AP Invoice Creation (From PO)
Ship Confirm of Sales Order
Auto-Invoice Import (From OM to AR)

Step 1: ATO Item Creation

Navigation:- Oracle Inventory--Items--Master Items

Here we create an item with attributes of Order Management.

There are two main attributes which needs to be enabled for 'Back to Back' process.

List Price (Under Purchasing Tab)
Assemble to Order (Under Order Management Tab)

Step 2: Sales Order Creation

Navigation:- Order Management--Orders, Return--Sales Order

Click on Book Sales Order which will update the line status to 'Supply Eligible'.

Now we will progress the line, which will update the line status to 'External Req Requested'

Step 3: Requisition Import

Navigation:- Order Management--Orders, Return--Requisition Import

Note: We will import requisition based on our Sales Order by taking Import Source 'CTO' and will check the output for confirmation on successful import of 'Requisition'

CTO: Configure to Order

Step 4: Auto-Create PO

Note: Here we search our imported 'Requisition' with Import Source 'CTO' in Requisition Summary Form.

Copy Requisition Number and go to AutoCreate.

Navigation:- Oracle Purchasing--AutoCreate

Click Create and then apply taxes to PO and send for approval.

Step 5: PO Receipt

Create receipt for the PO and Deliver the Quantity in the inventory.

Navigation:- Oracle Purchasing--Receiving--Receipts

Navigation:- Oracle Purchasing--Receiving--Receiving Transactions

Navigation:- Oracle Purchasing--Receiving--Receiving Transactions Summary

Step 6: AP Invoice Creation (PO & Receipt Created for B2B)

On the basis of PO & Receipt we book our expense.

Navigation:- Oracle Payables--Invoices--Entry--Invoices

Step 7: Ship Confirm Sales Order

Now we do ship confirm of the sales order we created in step 2, on which now quantity is available for shipping as we bought it and deliver it into the inventory.