Non WMS to WMS Organization Changes in Oracle

In My Last Project ,I Had an Opportunity to Implement WMS for the Inventory Organization which are already defined as a Non-WMS Organization

First of all ,In case of WMS Enabled Organization ,The Sub-Inventory has to be Locator controlled .
So the first goal is to enable all the sub-inventory as Locator controlled ,If you want to enable the sub inventory as Locator controlled ,The Organization Parameter "Locator Control" Should be Moved from NONE to Other Values like ,Determined at Sub Inventory level,Pre-Specified Only  etc .

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Follow the Steps Outlined below

• Change the Organization parameter Locator Control from 'None' to Other Value lets say 'Determined at Sub inventory Level

When you try to change it ,You will get the following message

• This means ,You cannot change this parameter with staged sales order transactions and transactions which are ship confirmed and not not inventory interfaced ,In a real live environment ,You will not be able to say that i cannot have staged transactions ,So what we did is ,back order the staged transactions and re-stage this.
• Once ,You are done with clearing the staged transactions and shipped transactions and not inventory interfaced ,Try again changing the Locator control parameter from None to Determined at Sub-Inventory level and You will get the following message and proceed clicking on OK and You will be able to successfully change the Org Parameter Locator control from None to Determined at Sub inventory level

• Now ,The task is to move all the sub inventory as Locator controlled ,To move it you will need to change the Sub-inventory parameter Locator control from None to other values ,You will get the following message when you try to move it 

Now, Clearing the pending transaction and uncosted transactions is NOT a big   

deal ,But how should i handle the existing inventory ? .It depends on your business requirement .We followed the following procedure 

 Create a new sub inventory (For example TEMP)  in the same organization and enable locator control for that Sub-inventory(Remember since now you enabled org parameter locator control as 'Determined at Sub-Inventory level ,You can now define new sub-inventories which can be locator controlled)

Each locator in the new sub inventory should represent the sub-inventory   itself ,for example if you have sub inventory like FG/RETURN/HOLD ,You will need to define the same under TEMP sub-inventory

Now move all the inventory from FG/RETURN/HOLD sub-inventory to TEMP and the corresponding locators

Please note since you are moving the inventory on hand ,The onhand could be an allocated onhand ,reserved on hand etc .You will need to see those details and handle it appropriately 

• Once you are done with this step ,You will be able to change the sub inventory locator controlled from None to other values ,Lets say pre-specified 
• Define all the locators for all the sub inventory and enable the org parameter as WMS Enabled
• Please note now all the inventory is in TEMP sub-inventory ,You will also need to move all the inventory from TEMP to corresponding sub-inventory and Locator 
• Incase if you have backordered ,the staged transactions ,Please restage the transactions ,Incase of restaging the transactions ,System will create new deliveries and kep your shipper posted on the new delivery number .(They might have printed the packing slip etc from the old delivery .

Tax Related Implementation considerations for oracle order Management

I recently had the following learning experience related to Tax and Order Management

Here are few Setups from OM side which would impact Taxes

Tax Event at the Transaction type :-This determines whether Taxes needs to be calculated during order entry or booking or at invoicing .

If oracle has the option of calculating Tax @ Order Entry ,Why would not take advantage of that and enable Tax @ Order Entry Itself  so that you can communicate the Taxes to your customers in the order acknowledgement etc .That what i thought too .

However there are few Product Limitations oracle Has .One of the Biggest Limitation is Oracle DOES not calculate Taxes for Any charges applied on the Order or at the order Line .Well ,That's crap isn't ? Yes it is .But that's what oracle call it as Limitation .

Let me expand on what it means ,Assume you have an order which has and item and item Unit selling Price is 1200 Dollars and assume you applied a Freight charge of 100 Dollars .Tax will be calculated only for 1200 dollars ,Instead of 1300 dollars which is wrong

Well ,What would the Invoice look like ? Will the Tax be calculated for 1200 or 1300 ?

Tax can get calculated for 1300 with Few setups enabled .

Oracle basically calculates Tax only for Revenue which makes sense ,But by default any Charges like freight /or any other charge type will be Invoiced to AR as freight (Little technical with LINE_TYPE as FREIGHT ,But Tax will be calculated for only Line_Type as LINE.)

So oracle gives the following Option ....

OM System Parameter Value Invoice Freight as Revenue set to Yes and Inventory Item for Freight to be tagged to an item of item type Freight

This means ,Whether you want to Invoice Freight or any other charges as revenue ,If Yes...Any charges on the order/line will be interfaced to AR with line type as LINE and hence Tax will be calculated for charges too .

You would also need to define an Item of Item Type FREIGHT and Tag the item to the OM System Parameter Value Inventory Item for Freight

In Short ,I would say ask the following questions for your implementation considerations

Will My orders will have any charge modifiers ? ,Please be aware Taxes are NOT calculated for     charges at Order Entry and this means if you enable Tax event as Order Entry ,There might
always be mismatch between order and invoice Tax

Wouldn't sound crazy if you use i Store and your customers will see different Tax during order placement and a different tax value when you send the invoices for the orders which has charges in it ?

So if you orders are going to have some type of charge modifiers ,I would say better chose the Tax event as INVOICING and have the tax calculated only at Invoice level.