Back-to-Back (B2B) Sales Order Process
The Back-to-Back Supply Creation Flow in Oracle Fusion is a business process
management (BPM) feature that enables organizations to create and manage
supply chain transactions in a seamless and automated manner.
This flow allows for the creation of purchase orders and sales orders, as well as
the generation of corresponding invoices and credits, all within a single workflow.
By streamlining these processes, companies can improve supply chain visibility,
reduce errors, and increase efficiency, ultimately leading to cost savings and
improved customer satisfaction. It simplifies supply chain management by
automating routine tasks and enhancing collaboration.
B2B Setups & Flow
1.Create Item - Set B2B Attributes: List Price, B2B enabled
In Product management, Click Product Information Management and click on
Create Item
Define Item header details
Provide UOM Details
In specifications Tab, provide values for required attributes like below
in purchasing section define List Price for Item
In Sales and Order Management section set
And Click on Save, and assign item to Child inventory in association tab
Save and Close.
2. Run "Collect Planning Data"
Go to Supply Chain Planning and click on Plan Inputs.
And Click on task - Collect Planning Data
Choose Source system as “OPS” and reference entities as “Items” as below and
submit.
and submit. Check Scheduled Processes
3. Add Item to Price list.
Go To Order Management and click on “Pricing Adminstration”
In tasks click on Manage Price List
Query Price list
Click on edit and add item to price list
and click on create charge, if you want to change price on SO, enable Allow
manual Adjustment
Click on Save and close.
4. Create ATP Rule
Go To Order Management and click on global Order Promising
In Tasks click on Manage ATP Rules
Click on create and define values like below in ATP Rule Criteria
In ATP Rule Assignment assign our B2B Item
Click Save and Close
5. Create Sourcing Rule
Go To Order Management and click on global Order Promising
Click on Create
Click on add Sources for buying and supplier details
Click on save and create another for sale of Item created
Click on add Sources for Selling
Click Save and Close.
6. Check Default Sourcing Assignment Set
In Setup and Maintenance, search for Manage Administrator Profile Values
And search for Profile Option – “MSP_DEFAULT_ASSIGNMENT_SET”
Now we can add our definitions in this Assignment set.
7. Setup Sourcing Assignment Set
Go To Order Management and click on global Order Promising
In Tasks click Manage Assignment Sets
Query for Assignment set and click on edit
Click on add and define for Buying with sourcing rule created based on Org and
Item value
Now create for selling for item
Save and close.
8. Set Default Procurement Preparer
In Setup and maintenance, search for task Manage Order Management
Parameters
Define for preparer name for BU
9. Set Default Buyer
Search For task - Manage Buyer Assignment Rules
Define User for Requisition BU and Procurement BU
10. Set Default Ship To and Bill To Location at supplier.
Go To Procurement and click on suppliers.
Click on Task Manage suppliers
Query Supplier and in supplier’s site Tab, click on site assignments to Define the
values like below
Save and close.
11. Enable " Customer Sales Order Fulfilment" at Procurement Offering
Go to Offerings and click on Procurement and then on Opt in Features
And enable feature and click on done
12. Run "Collect Planning Data"
Go to Supply Chain Planning and click on Plan Inputs.
And Click on task - Collect Planning Data
Choose Source system as “OPS” and select all entities as below and submit.
13. Run ” Refresh and Start Order Promising Server”
Select All and submit like below
14. Set the Requisition Preferences
Go to Procurement and click on Purchase Requisition
In tasks Click on Update
Define requester, Deliver to location, destination type and Sub inventory.
Save and Close
15. Create Purchase Agreement
Go to Procurement click on Purchase Orders and in Tasks click on Create
Purchase Agreement.
Enter values like under and click create
Define values
Go To Lines and click add and select Item
Now in control tab enable Auto Generate Orders
Save and click on Submit.
Query again to check the approval status
Open means approved.
Back-To-Back Flow- Create Sales Order (SO)
Go to Order Management and click on Order Management
click on Create Order and Add customer and order type details on header
Add Item details on line.
Add shipping method
Add Warehouse in supply tab
And validate the Sales Order
Now Submit order for booking
Check order status
Refresh SO
Again Refresh
Switch to fulfilment View
Check the Supply Details Tab Below for Supply order No & Status
Supply Order No generated for B2B, Now go To actions and click on Check
Availability
Expand Availability Options section
Select the line and again in actions Click on Availability Details
Here we can see the item we selected for B2B is scheduled for supply as per
sourcing rule created and supplier details also available as setup done for
Click on Done, Now in General tab click on Orchestration Process Number
Here we can see the Tasks assigned for our B2B flow
Now in Fulfilment Lines Tab click on Supply details section
Click on Supply Order Number
In Supply Order Details, Select Line
And click on Buy section to see details of Purchase documents auto created.
Now Go to Procurement and Click Purchase Orders
In tasks click on View Requisition Lines, Query the Purchase requisition number
Auto created by system like below
Click on Order Number to open the PO against the purchase requisition.
Check details and validate and Submit the PO for approval from Actions
As PO is approved, it is open for Receiving.
Create Receipt. – In Supply Chain Execution click on Inventory management
And in Tasks, in Receipts section, click on Receive Expected Shipments
Search with PO Number, Select line and click on Receive.
Enter Qty and Subinventory and click on Create Receipt
and then on Submit
Now Go To Sales order and check Status in Supply Details for B2B.
Now we can perform the pick release and Ship Confirm for this SO.
Go To Inventory Management and Shipment section, click on manage Shipment
Lines
Search with SO Number
Specify shipping Method
Enter Transportation reason
Click on Ship Confirm
Now Check SO Status, go to fulfilment View
Check Supply Details
Check Line status
Its awaiting billing as goods are shipped now.
Now Run Import Autoinvoice
And Submit
Process Ends
