How to Update Schedule Ship date/Schedule Arrival date for an Internal Sales Order

This tutorial will explain the steps on updating the schedule ship date or schedule arrival date for the internal sales order.

In this blog i will walk you through the newly available feature as a part of standard feature. 

Note - This blog will not cover End to End Internal Sales Order Cycle

In order to understand the feature completely this blog is divided in three parts

• First Part - Checking Existing Transactions (Internal Requisition & Internal Sales Order) for Change in the Ship Date
• Second Part -  Setup configuration in system
• Profile Option Setup 
• Updating Processing Constraints
• Third Part - Updating the Existing Transactions (Internal Sales Order) for changes in the Ship Date 
• Fourth Part  - Checking Existing Transactions (Internal Requisition) for update in Need by Date

First Part -  Checking Existing Transactions (Internal Requisition & Internal Sales Order) for Change in the Ship Date

Select the Purchasing Super User Responsibility 

Navigate - Oracle Purchasing -->Requisitions-->Requisitions Summary

Query the Internal Requisition 

Internal Requisition - Header Level

Internal Requisition - Line Level

Please note here the Need by date for the Internal Requisition is 10-Oct-17

Now query the existing Internal Sales order created 

Navigation - Order Management Super User-->Order, Returns-->Sales Orders 

Internal Sales Order - Header Level

Internal Sales Order - Line Level

Second Part -  Setup configuration in system

• Configuration of Profile Option - POR: Sync Need By Date on IR with OM

• Updating Processing Constraint

Select the Order Management Super User Responsibility 

Navigation - Oracle Order Management -->Setup-->Rules-->Security-->Processing Constraints 

Click on the open button

Select the application as Order Management and Entity as Order Line

Query until you find the Operation Update in the Constraints block and Validation Template as Internal Order under the Conditions block

Now user has to Uncheck the Enabled check box and save the form

  

Third Part - Updating the Existing Transactions (Internal Sales Order) for Scheduled Ship Date/Schedule Arrival Date

Query the Existing Sales Order

Navigation - Order Management Super User-->Order, Returns-->Sales Orders

Internal Sales Order - Header Level

Move to Line Item 

Move to Shipping Tab

Update the Schedule Arrival Date

Click on the Save button

System will prompt with the message as shown below 

Prompt Message - Schedule Ship/Arrival Date and corresponding Internal Requisition line have been updated

Now requery the Internal Requisition 

Navigation - Purchasing Super User-->Requisition-->Requisition Summary

Here with the configuration done in processing constraints shown above users will be able to update the Schedule Ship/Arrival Date in the Internal Sales Orders and automatically the Internal Requisition Need By Date will get updated inline to the Internal Sales Order changes. 

We have achieved the standard functionality without performing any typical adjustment transaction.