Thursday Aug 22, 2013

Why Doesn't My Sales Order Generate A Contract?

When a Sales Order is created in Order Management which includes a Service line, when the order is booked and shipped a Service Contract is created (or amended depending on the order).

In some cases, the service contract is not created.  In this blog post I try to give some pointers to help you debug this integration point.  Note that in R12 there was a change in how this integration point works, here I refer only to R12 functionality.  If you are on an earlier EBS release please see Doc ID 463912.1 for troubleshooting steps.

Is your order interfaced?

Make sure that your order has been successfully shipped and the line has been interfaced.  Sometimes the order can be deferred until a future date.  Check the OM workflow to see if that's happened.  You'll see the deferred date in the OM Order Line (OEOL) 'Fulfill' node.  If it's not deferred to a future date but is not closed, then running the Workflow Background Process is required to progress the workflow.

Is the instance created in IB?

Make sure that the install base instance has been created.  Search in IB using the sales order number and make sure that the item with the linked service line is created as an instance.
Remember that the inventory item must be set up with 'Track in Installed Base' and 'Service Allowed' set to yes (ticked) in the item master.

What's the status of the interfaced record?

When the sales order is processed, a record is created in the OKS_REPROCESSING table.  Check the status of the this record in Service Contracts > Reprocess Order.
Query using the sales order number. This should return the sales order with a status of NEW (if the record is available for processing) or ERROR (if the record has been processed but failed to create the service contract).
If the status is NEW then all you have to do is select it for processing and then submit the Service Contracts Order Processing concurrent program.
If the status is ERROR then the error message displayed should give you an indication of why the contract creation has failed.

If all fails and you can't find the order in the Reprocess Order form, the query below will return order numbers with service lines which have not created a contract and are not in OKS_REPROCESSING table.   
select ord.order_number "Order_Number",
ord.header_id "Order_Id",
line.line_number,
instance_number,
line.service_reference_type_code,
line.service_reference_line_id "Reference ID",
line_id "Service_Line_ID"
from csi_item_instances ib,
oe_order_lines_all line,
oe_order_headers_all ord
where not ib.last_oe_order_line_id is null
and ib.last_oe_order_line_id = line.service_reference_line_id
and ord.header_id = line.header_id
and line.flow_status_code = 'CLOSED'
and line.service_reference_type_code = 'ORDER'
and line.line_id not in
(select order_line_id from oks_reprocessing);
You can then use this information to implement a workaround such as creating the service contract manually OR you can log a service request with Oracle Support to get a datafix which will insert the missing order lines into OKS_REPROCESSING.

The following notes also have useful information about this integration point:
Integration Troubleshooting: Order Management to Service Contracts (Doc ID 1455545.1)
R12 How to Process Order Lines from Order Management to Create Service Contracts (Doc ID 785760.1)

Webcast: Using Subledger Accounting (SLA) to Override Accounting Created by Auto-Accounting

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Webcast: Using Subledger Accounting (SLA) to Override Accounting Created by Auto-Accounting

Date: September 4, 2013 at 11 am ET, 10 am CT, 9 am MT, 8 am PT

Learn how Subledger Accounting(SLA) allows you to select accounting combinations from a variety of sources. Get an overview of the components of SLA and how they can be used to influence the accounting created by the sub-ledgers. This one-hour session is recommended for technical and functional users of Receivables, Payables, Fixed Assets and the other subledgers who would like more information on using SLA to override accounting created by AutoAccounting in Release 12. We will discuss Journal Line Types, Account Derivation Rules, Mapping Sets, Journal Descriptions and the use of Descriptive Flexfields. Illustrative examples showing account replacement will also be provided.

TOPICS WILL INCLUDE:

  • Use of Journal Line Types
  • Account Derivation Rules
  • Mapping Sets
  • Journal Descriptions
  • Use of Descriptive Flexfields
  • Examples showing account replacement:
    • for negative revenue lines with a fixed accounting combination
    • for freight lines with fixed accounting based on the Transaction Line Descriptive Flexfield
    • for exchange gain and loss based on the Transaction Type Receivable Account or Remittance Bank Cash Account.

REGISTER.jpg


For more details and how to register see Doc ID 1564394.1

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