SOX Compliance – Booking Sales Orders

In the past, I’ve removed the ability to book a sales order from the basic order entry responsibility and then created a Supervisor responsibility for review/booking purposes. My client has a business process where sales orders are peer-reviewed prior to booking. A user can book any sales order except for one that they have entered. […]

First Article Inspections

This video shows how we created a First Article Inspection process at one of my clients. We designed the process from scratch as, although Oracle says in their Quality User Guide that the module can be used for these inspections, we could never figure out how. Oracle Support couldn’t tell us either. Everything is built with personalizations […]

Project Borrow/Payback – Warning at Receipt

A little Project Manufacturing geekery here. PJM allows you to borrow from one project and pay back  at a later date. There’s a nice dashboard that shows which project has borrowed which items from a lending project and functionality in ASCP that suggests a buy to pay back the borrowed item. But there’s nothing that […]

Auto-hiding the Receipt Header

If you enter header information on all of your receipts, having the header pop up when you enter the Receipts form makes sense. If you don’t – and I’ve found this to be the case for the vast majority of my clients – then the pop-up is an annoyance. This is a personalization we built […]

Item Shortage Checks & Project Manufacturing

We were wondering why we only got shortage warnings some of the time when we were doing PO receipts. A Service Request and many trace files later, Support let us know that were were experiencing intended functionality. The shortage checking functionality considers total on-hand and does not consider projects at all. So, if you have none […]

Want to find out if your buyers are overriding Program/Blanket Agreement Pricing?

My current client has negotiated pricing for the vast majority of their purchases. On entering an Oracle PO, the negotiated pricing defaults as soon as the item is entered on the PO. The buyer does, however, have the option of overriding this price. We were asked to develop a query that the internal auditors could […]

Warning for Zero Dollar Purchase Orders

It’s an easy thing to do to forget to enter a line price on a PO and go ahead and approve it. This personalization pops up a warning to the user if they try to save or approve a PO with a price that differs significantly from the current average cost: The personalization steps are […]

Outside Processing Assembly Information on Purchase Order

Oracle’s Outside Processing functionality is really slick – no doubt about it – but it lacks one important element in my opinion. There’s nowhere on the Purchase Order that a buyer can see which assembly the outside processing operation is being performed on. It is possible to have an outside processing item for every assembly […]

Standard Cost Items in an Average Cost Organization

My client had two conflicting needs, to cost the majority of their items at average actual, but to track around 100 items at a fixed, standard cost even though they were bought at market price through the year. Our original solution was to create two inventory organizations, one standard cost and one average cost. The […]

Non-Reservable, Non-Nettable Locators

This is new functionality in R12 that we’ve been using at my current client. We wanted to create a “Putaway” locator in the stockroom that we could use for WIP job completions. Manufacturing would complete into this locator, then the Stockroom folks could transfer it from there to a more permanent storage. We found that […]