Order Management Glossary

Glossary-1

accepted quantity

The quantity of inventory items received from a customer, based on a return

authorization for which you credit the customer. see received quantity.

Account Generator

A feature that uses Oracle Workflow to provide various Oracle Applications with

the ability to construct Accounting Flexfield combinations automatically using

custom construction criteria. You define a group of steps that determine how to fill

in your Accounting Flexfield segments. You can define additional processes and/or

modify the default process(es), depending on the application.

see activity

(Workflow), function, item type, lookup type, node, process, protection level,

result type, transition, Workflow Engine.

accounting rule start date

The date Oracle Receivables uses for the first accounting entry it creates when you

use an accounting rule to recognize revenue. If you choose a variable accounting

rule you need to specify a rule duration to let Oracle Receivables know how many

accounting periods to use this accounting rule.

accounting rules

Rules that Oracle Receivables AutoInvoice uses to specify revenue recognition

schedules for transactions. You can define an accounting rule where revenue is

recognized over a fixed or variable period of time. For example, you can define a

fixed duration accounting rule with monthly revenue recognition for a period of 12

months.

accrual

An entry in a Balance Sheet account to represent a liability that is known but not yet

invoiced.

acknowledgment

An acknowledgment is a document that commits both parties to specific prices and

delivery dates for a particular order.

action result

A possible outcome of an order cycle action. You can assign any number of results

to a cycle action. Combinations of actions/results are used as order cycle action

prerequisites. see order cycle, cycle action.

active schedule

A schedule currently running on a production line. A schedule can be active past its

scheduled completion date or before its scheduled start date.

activity (item type, name, version)

An Activity is the definition of a unit of work performed in the course of some

business process. All activities are associated with an Item Type, and are identified

by name (e.g. item type: ‘ORDER’, name ‘LEGAL_REVIEW’). Rows in this table

represent the re-usable portion of the activity definition. Additional properties are

associated with activities per usage in a process. Multiple versions of an activity

definition are maintained in this table, which allows the definitions to be updated

without disturbing processes that are in progress. Activities must be one of three

possible types: function, notification, or process. Function Activities are defined by

a PL/SQL function which is executed directly by the workflow engine. Function

activities are used to perform fully automated steps in the process. The defining

PL/SQL functions accept standard arguments and return a completion result.

Functions have a cost which indicates the amount of work the function represents.

Notification Activities are completed by some external entity (e.g. human). These

activities have a “notification function” which is run to signal the external entity of

its need to perform a task. Human notifications are associated with a Message

defined in the Notification system. All notification activities may have a “time-out”

limit within which the activity must be performed. Process Definitions are also

modeled as activities, which can then be referenced by other processes. The network

of activities and transitions that define the process are maintained by in the Process

Activities and Activity Transitions tables.

activity attribute

A parameter for an Oracle Workflow function activity that controls how the

function activity operates. You define an activity attribute by displaying the

activity’s Attributes properties page in the Activities window of Oracle Workflow

Builder. You assign a value to an activity attribute by displaying the activity node’s

Attribute Values properties page in the Process window.

Activity Attribute Value (process activity, attribute name)

An Activity Attribute Value is an instance of an Activity Attribute, and is associated

with a usage of the activity definition (the usage being a Process Activity). Each row

stores the name of the attribute, the associated process activity, and the value set for

this usage. For example, the ‘THRESHOLD’ attribute associated with the ‘CHECK_

TOTAL’ activity definition might have a value of ‘1000.00’ assigned for the usage of

‘CHECK_TOTAL’ in the ‘ORDER_FLOW’ process. For that specific usage of the

activity, the function would return a result based on a threshold value of 1000.00.

agreement

A contract with a customer that serves as the basis for work authorization. An

agreement may represent a legally binding contract, such as a purchase order, or a

verbal authorization. An agreement sets the terms of payment for invoices

generated against the agreement, and affect whether there are limits to the amount

of revenue you can accrue or bill against the agreement. An agreement can fund the

work of one or more projects.

An arrangement with a customer that sets business terms for sales orders in

advance. Oracle Order Management lets you assign pricing, accounting, invoicing

and payment terms to an agreement. You can assign discounts to agreements that

are automatically applied. You can refer to an agreement when you enter an order

for a particular customer, and have relevant default values automatically fill in the

order using standard value rule sets. see customer family agreement, generic

agreement.

agreement, contract, price list

The standard transactions can have a reference to a ‘contract’ number. This code

may be used as a key to find a document containing the item’s price. The

appropriate Oracle document can be used in the PO change process to determine

the source for the item’s price. Full use of this document within the PO Change

transaction needs to be reviewed.

agreement type

A classification for agreements. Reference agreement types in defining discounts or

automatic note rules, classify your agreements to control selection of agreements

during order entry, and for reporting purposes.

alert input

A parameter that determines the exact definition of an alert condition. You can set

the input to different values depending upon when and to whom you are sending

the alert. For example, an alert testing for users to change their passwords uses the

number of days between password changes as an input. Oracle Alert does not

require inputs when you define an alert.

alert output

A value that changes based on the outcome at the time Oracle Alert checks the alert

condition. Oracle Alert uses outputs in the message sent to the alert recipient,

although you do not have to display all outputs in the alert message.

allowance

A reduction in the amount owed a supplier because of damaged goods received or

delays encountered.

API

An “Application Programming Interface (API)” is a published interface to

accomplish a business or scientific function. An API defines a contract to its users

by guaranteeing a published interface but hides it’s implementation details.

approval

A positive response to a notification.

approval action

A cycle action you can define in your order cycle to require explicit approval of an

order or order line before it progresses further through the order cycle. You can

define an approval step at the order or order line level. When you define an

approval step, you must approve all orders or order lines using that order cycle,

depending on the approval step level. You can also use approvals in order cycles for

returns (RMAs). see configure-to-order.

archive

Data Repository for “Non Live” orders. Historical data that is independent from the

“Live” standing and transaction data.

arrival set

A set of line shipments that are expected to arrive at the same time to an ultimate

location, but possibly from different sourcing organizations.

assemble-to-order (ATO)

An environment where you open a final assembly order to assemble items that

customers order. Assemble-to-order is also an item attribute that you can apply to

standard, model, and option class items.

assemble-to-order (ATO) item

An item you make in response to a customer order.

assemble-to-order (ATO) model

A configuration you make in response to a customer order that includes optional

items.

assembly

An item that has a bill of material. You can purchase or manufacture an assembly

item. see assemble-to-order, bill of material.

assigned lines

A line which is assigned to a delivery.

ATO

See assemble-to-order.

ATO item

See assemble-to-order item.

ATO model

See assemble-to-order model.

ATP

See available to promise.

ATR

See available to reserve.

attachment

Any document associated with one or more application entities. You can view

attachments as you review and maintain an entity. Examples include: operation

instructions, purchase order notes, item drawings, or an employee photo.

attribute

A basic data element used by Oracle Pricing to control pricing activity. For

example, Pricing uses attributes to define the eligibility of a customer order to

receive a particular price or modifier. In Oracle Pricing, individual attributes are

obtained from data sources that are called contexts. Pricing attributes may also be

used as elements of a pricing formula.

Attribute / Domain

An Attribute, as used here, is a Web Applications Dictionary term used to describe

the common properties of fields that have same semantics. For example, Customer

name attribute can be reused anytime where the name of a customer need to be

represented in the system. Syn. Domain. In some part of this document, the term

WAD: Attribute is used instead, to avoid confusion with the generic usage of

‘Object. Attribute ‘

authorization

The act of marking a notification as approved or not approved. This would release

or confirm the Hold on an Order.

authorized quantity

The authorized quantity is how many of an item that can be sent back to the

warehouse from the customer. This is the booked quantity.

AutoAccounting

A feature used by Oracle Projects to automatically determine the account coding for

an accounting transaction based on the project, task, employee, and expenditure

information. A feature that lets you determine how the Accounting Flexfields for

your revenue, receivable, freight, tax, unbilled receivable and unearned revenue

account types are created.

AutoInvoice

A program that imports invoices, credit memos, and on account credits from other

systems to Oracle Receivables.

Automatic Modifier

In Oracle Pricing, a control that allows you to specify that the Pricing Engine apply

a modifier automatically to a transaction, assuming that the transactions meets the

qualifier eligibility.

automatic note

A standard note to which you assign addition rules so it can be applied

automatically to orders, returns, order lines, and return lines. see one-time note,

standard note.

Available To Promise (ATP)

The quantity of current on-hand stock, outstanding receipts and planned

production which has not been committed through a reservation or placing

demand. In Oracle Inventory, you define the types of supply and demand that

should be included in your ATP calculation.

available-to-promise rule

A set of Yes/No options for various entities that the user enters in Oracle Inventory.

The combination of the various entities are used to define what is considered

supply and demand when calculating available to promise quantity.

Available To Reserve (ATR)

The quantity of on-hand stock available for reservation. It is the current on-hand

stock less any reserved stock.

backorder

An unfulfilled customer order or commitment. Oracle Order Management allows

you to create backorders automatically or manually from released order lines. see

Pick Release.

backordered lines

Unfulfilled order line details which have failed to be released at least once by Pick

Release or have been backordered by Ship Confirm.

Base Price

The original price for an item obtained from the Price List; the price before any price

adjustments are applied. Also known as List Price.

batch sources

A source you define in Oracle Receivables to identify where your invoicing activity

originates. The batch source also controls invoice defaults and invoice numbering.

Also known as invoice batch sources.

best discount

The most advantageous discount for the customer. For example, suppose you have

a customer discount of 15% and a item discount of 25% for Product B. If you enter

an order line for the customer for Product A, the line is discounted 15%. If you enter

an order line for the customer for product B, the line is discounted 25%.

best price

The modifier which gives the lowest price or most advantageous price to the

customer on the given pricing line will be applied.

bill of lading

A carrier’s contract and receipt of goods transported from one location to another.

bill of material

A list of component items associated with a parent item and information about how

each item relates to the parent item. Oracle Manufacturing supports standard,

model, option class, and planning bills. The item information on a bill depends on

the item type and bill type. The most common type of bill is a standard bill of

material. A standard bill of material lists the components associated with a product

or subassembly. It specifies the required quantity for each component plus other

information to control work in process, material planning, and other Oracle

Manufacturing functions. Also known as product structures.

bill-to address

The customer’s billing address. It is also known as invoice-to address. It is used as a

level of detail when defining a forecast. If a forecast has a bill-to address associated

with it, a sales order only consumes that forecast if the bill-to address is the same.

booking

An action on an order signifying that the order has all the necessary information to

be a firm order and be processed through its order cycle.

branch

A link between a Trading Partner Layer program unit and a Base Layer program

unit.

business object

An independent item of significance in the business world, such as an order.

business purpose

The function a particular customer location serves. For example, you would assign

the business purpose of Ship To an address if you ship to that address. If you also

send invoices to that address, you could also assign the business purpose Bill To.

Bill To and Ship To are the only business purposes recognized in Oracle Order

Management. Each customer location must serve at least one function.

buyer

Person responsible for placing item resupply orders with suppliers and negotiating

supplier contracts.

buyer/customer and supplier/vendor

The term supplier and Vendor are used synonymously in discussions about EDI

transactions. The term buyer and customer are used synonymously in discussion

about EDI transactions. The business entities are the trading partners for the PO

Change transaction.

call out

A site-specific customization independent of a Trading Partner.

cancellation code

A reason that justifies the cancellation of an order or order line. To cancel an order

you must enter a cancellation code to record why the customer wants to nullify the

order or order line.

carrier

See freight carrier.

carrier pro number

A unique number assigned by the carrier to the shipment.

carriers code (SCAC)

The Standard Carrier Alpha Code is required on carrier supplied bills of lading.

Cascading

Passing down of information from an ATO model line to all options chosen for the

model or from a PTO model line to all options defined for it or from a line to all

child shipment schedule lines. For example, Project Id defined for an ATO model

line gets passed down and associated with all options chosen for the model.

category

Code used to group items with similar characteristics, such as plastics, metals, or

glass items.

category set

A feature in Inventory where users may define their own group of categories.

Typical category sets include purchasing, materials, costing, and planning.

change Sequence Number

EDI standards provide a data element to count the order of the changes for the

given purchase order. The first change should have Change Sequence Number 1,

second change have Change Sequence Number 2, etc. This is an alphanumeric field

created by the Purchasing application (the customer).

charge

An monetary amount that becomes liable from one party to another due to Order

Activity.

closed order

An order and its order lines that have completed all activities in its process flow and

for which the close activity has been completed.

Code Combination ID(CCID)

CCID is derived based on cost of sales account of Item, cost of goods sold account of

order type, GL Revenue ID of salesrep. CCID is used to derive the COGS account

segments from key flex fields. These terms have been used interchangeably in this

document.

COGS Account

See Cost of Goods Sold Account.

column

A column, as used here, is a database column associated with database table or

database View.

combination of segment values

A combination of segment values uniquely describes the information stored in a

field made up of segments. A different combination of segment values results when

you change the value of one or more segments. When you alter the combination of

segment values, you alter the description of the information stored in the field.

commitment

A contractual guarantee with a customer for future purchases, usually with deposits

or prepayments. You can then create invoices against the commitment to absorb the

deposit or prepayment. Oracle Receivables automatically records all necessary

accounting entries for your commitments. Oracle Order Management allows you to

enter order lines against commitments. A journal entry you make to record an

anticipated expenditure as indicated by approval of a requisition. Also known as

pre-commitment, pre-encumbrance or pre-lien.

component item

An item associated with a parent item on a bill of material.

compound discounts

Discounts that are applied on top of already discounted prices. See buckets,

pricing.

concurrent manager

Components of your applications concurrent processing facility that monitor and

run time-consuming tasks for you without tying up your terminal. Whenever you

submit a request, such as running a report, a concurrent manager does the work for

you, letting you perform many tasks simultaneously.

concurrent process

A task in the process of completing. Each time you submit a task, you create a new

concurrent process. A concurrent process runs simultaneously with other

concurrent processes (and other activities on your computer) to help you complete

multiple tasks at once with no interruptions to your terminal.

concurrent queue

A list of concurrent requests awaiting completion by a concurrent manager. Each

concurrent manager has a queue of requests waiting in line. If your system

administrator sets up simultaneous queuing, your request can wait to run in more

than one queue.

concurrent request

A request to complete a task for you. You issue a request whenever you submit a

task, such as running a report. Once you submit a task, the concurrent manager

automatically takes over for you, completing your request without further

involvement from you, or interruption to your work. Concurrent managers process

your request according to when you submit the request and the priority you assign

to your request. If you do not assign a priority to your request, your application

prioritizes the request for you.

config item

An item which represents a unique configuration of model(ATO) and it’s classes

and options. A customer will enter his choice of classes and options for a given ATO

model. This valid configuration of selected items is represented by a config item. A

config item goes through the manufacturing process cycle, and is a shippable item.

configuration

A product a customer orders by choosing a base model and a list of options. It can

be shipped as individual pieces as a set (kit) or as an assembly (configuration item).

configuration bill of material

The bill of material for a configuration item.

configuration item

The item that corresponds to a base model and a specific list of options. Bills of

Material creates a configuration item for assemble-to-order models.

configurator

A window that allows you to choose options available for a particular model, thus

defining a particular configuration for the model.

configure-to-order

An environment where you enter customer orders by choosing a base model and

then selecting options from a list of choices.

consigned location

The physical location of inventories that resides on the property of buyers and

sellers through a consigned agreement with the manufacturer.

consigned to (name of consignee)

Show the exact name of the receiver of the goods, whether an individual person,

party, firm or corporation. Note: When tendering a “Collect on Delivery shipment,

the letters C.O.D. must be inserted before the name of the consignee.

contact

A representative responsible for communication between you and a specific part of

your customer’s agency. For example, your customer may have a shipping contact

person who handles all questions regarding orders sent to that address. The

contact’s responsibility is the contact role.

contact role

A responsibility you associate to a specific contact. Oracle Automotive provides ’Bill

To’, ’Ship To’, and ’Statements,’ but you can enter additional responsibilities.

container

contest field prompt

A question or prompt to which a user enters a response, called context field value.

When Oracle Applications displays a descriptive flexfield pop-up window, it

displays your context field prompt after it displays any global segments you have

defined. Each descriptive flexfield can have up to one context prompt.

context field value

A response to your context field prompt. Your response is composed of a series of

characters and a description. The response and description together provide a

unique value for your context prompt, such as 1500, Journal Batch ID, or 2000,

Budget Formula Batch ID. The context field value determines which additional

descriptive flexfield segments appear.

context response

See context field value.

context segment value

A response to your context-sensitive segment. The response is composed of a series

of characters and a description. The response and description together provide a

unique value for your context-sensitive segment, such as Redwood Shores, Oracle

Corporation Headquarters, or Minneapolis, Merrill Aviation’s Hub.

context-sensitive segment

A descriptive flexfield segment that appears in a second pop-up window when you

enter a response to your context field prompt. For each context response, you can

define multiple context segments, and you control the sequence of the context

segments in the second pop-up window. Each context-sensitive segment typically

prompts you for one item of information related to your context response.

conversion

Converts foreign currency transactions to your functional currency. see foreign

currency conversion.

corporate exchange rate

An exchange rate you can optionally use to perform foreign currency conversion.

The corporate exchange rate is usually a standard market rate determined by senior

financial management for use throughout the organization.

Cost of Goods Sold Account

The general ledger account number affected by receipts, issuances and shipments of

an inventory item. Oracle Order Management allows dynamic creation of this

account number for shipments recording using the OE Account Generator item type

in Oracle Workflow. see Account Generator.

credit check

An Oracle Order Management feature that automatically checks a customer order

total against predefined order and total order limits. If an order exceeds the limit,

Oracle Order Management places the order on hold for review. See credit profile

class, credit check rule.

credit check rule

A rule that defines the components used to calculate a customer’s outstanding

credit balance. Components include open receivables, uninvoiced orders, and

orders on hold. You can include or exclude components in the equation to derive

credit balances consistent with your company’s credit policies.

credit memo

A document that partially or fully reverses an original invoice amount.

credit memo reasons

Standard explanations as to why you credit your customers. see return reason.

credit order type

This is any header level transaction type that allows for return lines. The type is

used to specify defaulting values for this credit order and an associated workflow.

CSR

Customer Service Representative

cumulative discounts

Discounts whose percentages are summed up before applying the discount are

referred to as Cumulative Discounts.

current date

The present system date.

current on-hand quantity

Total quantity of the item on-hand before a transaction is processed.

customer

The organization which is in the process of placing an order with the company.

customer address

A location where your customer can be reached. A customer may have many

addresses. You can also associate business purposes with addresses. Also known as

customer location. see customer site.

customer agreement

See agreement.

customer agreement type

See agreement type.

customer bank

A bank account you define when entering customer information to allow funds to

be transferred from these accounts to your remittance bank accounts as payment for

goods or services provided. see remittance bank.

customer business purpose

See business purpose.

customer class

A method to classify and group your customers. For example, you could group

them by their business type, size, or location. You can create an unlimited number

of customer classes.

customer family agreement

An agreement for a specific customer, available to any related customer. see

agreement, generic agreement.

customer interface

A program that transfers customer data from foreign systems into Oracle

Receivables.

customer interface tables

A series of two Oracle Receivables tables from which Customer Interface inserts

and updates valid customer data into your customer database.

customer/item model

Allows you to define specific attributes for items per customer class, customer and

ship-to/bill-to location. The loading order forward/reverse - inverted/non-inverted

is an example of this attribute.

customer item number

Item Number used only by a particular customer, and it represents the item’s name

used in the customer’s organization.

customer item Vs. supplier item

In Oracle Order Management, the term ‘item’ refers to the supplier’s item. In Oracle

Order Management, the term ‘ customer item’ refers to the item as in the customer’s

application.

customer item/order item

In Oracle Order Management the term ‘item’ refers to the supplier’s item. In Oracle

Order Management the term ‘customer item’ is exactly that.

customer job number

The number customers assign to jobs on their production line. These numbers are

arbitrarily assigned and not

customer line number Vs. supplier line number

The term ‘customer line number’ represents the line sequence number as defined in

the Purchasing application. Once this number or code is assigned to a line in the

Purchase Order, it should not be changed. The general term ‘supplier line number’ or

Oracle Order Management’s ‘order line number’ represents the line sequence

number as defined in the Order Management application. Once this number or code

is assigned to a line in the sales order, it should not be changed.

customer merge

A program that merges business purposes and all transactions associated to that

business purpose for different sites of the same customer or for unrelated

customers.

customer phone

A phone number associated with a customer. You can also assign phone numbers to

your contacts.

customer product line number

A customer (trading partner) may have several production lines at their

manufacturing facility. The production line number identifies a specific production

line, where goods should be delivered to as per the customers specifications.

customer production sequence number

A customer (trading partner) may have a particular sequence in which items are

built into an assembly. For example, the customer may specify that the front axle of

a car has a production sequence 45 assigned to it, while the production sequence of

the rear axle is 46. see loading order sequence, planning production sequence

number.

customer profile

A method used to categorize customers based on credit information. Oracle

Receivables uses credit profiles to assign statement cycles, dunning letter cycles,

salespersons, and collectors to your customers. You can also decide whether you

want to charge your customers interest. Oracle Order Management uses the order

and total order limits when performing credit checking.

customer profile class

These allow for grouping of customers with similar credit worthiness, business

volume, and payment cycles. For each profile class you can define information such

as credit limits, payment terms, statement cycles, invoicing, and discount

information. The customer profile class when assigned to a customer provides the

default values for this information.

customer relationship

An association that exists between customers that allows you to share agreements

and bill-to and ship-to addresses.

customer status

The Active/Inactive flag you use to deactivate customers with whom you no longer

do business. In Oracle Order Management, you can only enter orders, agreements,

and returns for active customers, but you can continue to process returns for

inactive customers. In Receivables, you can only create invoices for active

customers, but you can continue collections activities for inactive customers.

date

Attributes are used to communicate date values.

date effectivity

decimal precision

Decimal precision is the number of digits after the decimal point that will be

displayed (with rounding).

defaulting

Defaulting refers to the supply of a value for a field that has no value.

defaulting condition

Defaulting condition is a Boolean condition built as a composite of defaulting

criteria attribute validations, which will determine at run time how an object

attribute should be defaulted.

defaulting criteria attributes

Defaulting criteria attributes are object attributes, that you can use to build

defaulting conditions.

defaulting rules

Information Oracle Order Management automatically enters depending on other

information you enter.

delivery

A set of order lines to be shipped to a customer’s ship-to location on a given date in

a given vehicle. Multiple deliveries can be grouped into a single departure. A single

delivery may include items from different sales orders and may include backorders

as well as regular orders.

delivery date

The date on which the product is to arrive at the Ship-To Location. This date is

either specified by the customer on a delivery-based demand transaction, or

calculated by applying in-transit lead time to a customer-specified Shipment Date.

delivery detail

Contains items to be shipped out of a warehouse. This may be a sales order line, an

RMA line, a WIP line or a PO line. They can be referred to as deliverables.

Delivery Instruction (DELINS)

The Delivery Instruction Message is sent by a buyer to provide information

regarding details for both short term delivery instructions and

medium-to-long-term requirements for planning purposes according to conditions

set out in a contract or order.

delivery lead time

Time (in days) is takes for items to reach the customer once it is shipped. It accounts

for any non-working days in between.

delivery line

A shippable and booked line from the planning pool which has been allocated to a

delivery. After allocation, the line is no longer available in the planning pool. After

the delivery is closed, the delivery line will also be considered closed.

demand class

A classification of demand to allow the master scheduler to track and consume

different types of demand. A demand class may represent a particular grouping of

customers, such as government and commercial customers. Demand classes may

also represent different sources of demand, such as retail, mail order, and wholesale.

departure

A set of order lines that will be shipped in a specific vehicle on a given date/time.

The departure may include multiple deliveries if items being shipped are destined

for different customers or customer ship-to locations.

departure planned lines

Scheduled delivery lines that have been planned for a specific departure.

departure planning

The process of planning the necessary vehicles and grouping the scheduled

shipments that will be included in a given departure. Planning the departure

requires consideration of vehicle load capacities, container capacities and, in the

case of 866 (sequenced) transactions, the loading order required to satisfy the

customer’s specified unload order.

dependencies

Dependencies, as used here, means that cached values in the database, identified by

table and column, are related to one or more other values, also identified by table

and column. The dependency of the latter values to the former causes the latter

values to be set to Missing if the former value is changed. Cascading Dependencies

result when there are values dependent on one or more of the values changed to

Missing, and they in turn are also made to be Missing.

deposit

A monetary amount charged to a customer, but returnable to a customer at a later

date. For example security deposit on a container, or a deposit awaiting contract

signature.

destination-city

The city or unincorporated community name is important as freight charges are

based on the actual destination of the shipment.

destination-county

Some states have more than one city, town, or community with the same name. It is

necessary to pinpoint the actual destination in these cases by indicating the county

in which the destination is located.

destination-street

The destination street name and number are very important. The consignee is

extremely difficult to locate without the exact and proper street address to which

the shipment is to be delivered. Therefore to avoid additional delivery charges and

possible delays, it is imperative that this information be furnished.

destination-zip

The zip is required to determine the exact location of the shipping point. Zip codes

are the basis for many carriers freight charges.presented to the user as a workbench.

detail container

Inner container that is enclosed within the master container. See master container.

discount amount

This is the difference between the list price and the selling price for the item. If the

discount was specified as an “amount” discount, then this value will not change

even if the price list changes. For example, if Item A’s list price is $10, and we have a

20% discount, then the discount amount is $2. If we then change price lists, and

Item A will cost $20 on the new price list, the discount amount for that same 20%

discount now becomes $4. If however, the discount was not a percentage and was

an “amount” discount of $2, then whether the list price for the associated price list

is $10, $20, or $5, the discount amount will always be $2.

discount percent

This is the selling price/list price (multiplied by 100 to make it a percentage). If the

discount was specified as a “percent” discount, then this value will not change even

if the price list changes. For example, if Item A’s list price is $10, and we have a 20%

discount, then the discount amount is $2. If we then change price lists, and Item A

will cost $20 on the new price list, the discount amount for that same 20% discount

now becomes $4, but the percentage is still 20%. If however, the discount was not a

percentage and was an “amount” discount of $2, then whether the list price for the

associated price list is $10, $20, or $5, the discount amount will always be $2. In that

case, the percentage would be different for every price list.

discounts

Is a Modifier type in Oracle Pricing that creates Pricing Adjustments which allows

Pricing Engine to extend a reduced price for an order, specific line item, or group of

lines.

document

Any document that furnishes information to support a business object or an action

on the business object. Examples include: a purchase order document, an invoice

document, a word processing file listing receiving instructions, CAD files citing an

item’s specifications, or video instructions of an assembly operation.

document category

Document category is a document attribute that is used to control where a

document can be viewed or maintained. Oracle Applications will seed some

document categories to correspond with previous functionality. You can maintain

document categories and the functions which can use them as necessary

document sets

A grouping of shipping documents you can run from the Confirm Shipments

window.

drop shipment

A method of fulfilling sales orders by selling products without handling, stocking,

or delivering them. The selling company buys a product from a supplier and has

the supplier ship the product directly to customers.

dropship item

An item which is going to be sourced externally from the vendor directly to our

customer.

dunning letters

A letter you send to your customers to inform them of past due debit items. Oracle

Receivables lets you specify the text and format of each letter. You can choose to

include unapplied and on-account payments.

EDI

See Electronic Data Interchange (EDI).

effective dates

Start date and end date that a price, discount, surcharge, deal, promotion, or change

is active.

Electronic Data Interchange (EDI)

Exchanging business documents electronically between trading partners. EDI

subscribes to standard formats for conducting these electronic transactions as stated

by various standards.

end item unit number

End Item Unit Number, sometimes abbreviated as Unit Number, uniquely identifies

which bill of material to be used for building a specific Model/Unit Number

Effectivity controlled item.

entity

A data object that holds information for an application.

exchange rate

A rate that represents the amount of one currency you can exchange for another at

some point in time. Oracle Applications use the daily, periodic, and historical

exchange rates you maintain to perform foreign currency conversion, re-evaluation,

and translation. You can enter and maintain daily exchange rates for Oracle

Automotive to use to perform foreign currency conversion. Oracle Automotive

multiplies the exchange rate times the foreign currency to calculate functional

currency.

exchange rate type

A specification of the source of an exchange rate. For example, a user exchange rate

or a corporate exchange rate. see corporate exchange rate, spot exchange rate.

export paper

A document required by governmental agencies that provides information on

goods shipped out of or into a country.

export licenses

A government license to supply certain products to certain countries that would

otherwise be restricted.

extended line amount

Oracle Order Management prints the extended order line amount for each order

line.

extended price

The extended price is the cost of the line. This is computed by multiplying the

selling price per unit by the number of units ordered on that line. Thus, if two of

item A cost $10.00 each, the extended price is $20.00 for the line.

external forecast

This is the forecast that is created based on the customers transmitted “forecasted”

demand for a specific time horizon. The transmission of this forecast is

predominantly via EDI. In Release Management any forecast information that is

interfaced to MRP by the Demand Processor is considered external forecast.

external system

Any application outside of the Oracle environment.

feeder program

A custom program you write to transfer your transaction information from an

original system into Oracle Application interface tables. The type of feeder program

you write depends on the environment from which you are importing data.

FIFO costing

Costing method where it is assumed that items that were received earliest are

transacted first.

fixed price discount

A discount that fixes the final selling price of the item so it is not affected by

changes to the list price of the item. It is a method of implementing discounts to the

list price where the final price is contractually fixed regardless of changes to the list

price, as is the case with GSA prices. For example, if Item A has a list price of $100, a

fixed price discount specifying a selling price of $90 results in a selling price of $90

even if the list price later increases to $110.

flexfield segment

One of the parts of your key flexfield, separated from the other parts by a symbol

you choose (such as -, /, or \). Each segment typically represents a cost center,

company, item family, or color code.

FOB

See freight on board.

foreign currency

A currency you define for your set of books for recording and conducting

accounting transactions in a currency other than your functional currency. When

you enter and pay an invoice in a foreign currency, Oracle Automotive

automatically converts the foreign currency into your functional currency based on

the exchange rate you define. see exchange rate, functional currency.

formula

A mathematical formula used in Oracle Pricing to define item pricing or modifier

adjustments. You create a pricing formula by combining pricing components and

assigning a value to the components.

Freight and Special Charges

Freight and special charges can be entered with the original order. The functionality

of Freight and Special Charges for Order Management is not yet finalized. The

layout of this report should eventually include display of the Freight and Special

Charges.

freight on board (FOB)

The point or location where the ownership title of goods is transferred from the

seller to the buyer.

freight carrier

A commercial company used to send item shipments from one address to another.

freight charges

A shipment-related charge added during ship confirmation and billed to your

customer.

freight terms

An agreement indicating who pays the freight costs of an order and when they are

to be paid. Freight terms do not affect accounting freight charges.

fulfilled quantity

In the Order Management schema, the accepted quantity was the number of items

received from the customer on a given line that are approved to issue credit for. In

Order Management, the accepted quantity is referred to as the fulfilled quantity.

fulfillment

Fulfilled sales order lines have successfully completed all Workflow processing

activities up to the point of becoming eligible for invoicing.

fulfillment method

Fulfillment method is an activity which will be considered as a prerequisite before a

line or a group of lines can be fulfilled. The fulfillment method must be associated

with one and only one work flow activity. In this document fulfillment method and

fulfillment activity have been used in the same context. If no fulfillment activity has

been set in a flow for a line which is not part of any fulfillment set or PTO/KIT, the

line will not wait at the fulfillment.

fulfillment set

Items in a fulfillment set will be available for scheduling and shipping only when

all the items are available and ready to be scheduled/shipped. Fulfillment sets can

be complete only, or partially allowed but in proportions. ATO model, and a PTO

Ship model Complete will be in a fulfillment set.

function

A PL/SQL stored procedure referenced by an Oracle Workflow function activity

that can enforce business rules, perform automated tasks within an application, or

retrieve application information. The stored procedure accepts standard arguments

and returns a completion result. see function activity.

function activity

An automated Oracle Workflow unit of work that is defined by a PL/SQL stored

procedure. see function.

functional currency

Currency you use to record transactions and maintain your accounting information.

The functional currency is generally the currency used to perform most of your

company’s business transactions. You determine the functional currency for the set

of books you use in your organization. Also called base currency.

General Services Administration

See GSA.

generic agreement

An agreement without a specified customer, so it is available to all customers. see

agreement, customer family agreement.

goods

The value before tax is calculated. The value on which tax is calculated.

goods or services.

This document also lists any tax, freight charges, and payment term.

GRN (Goods Received Note)

Goods Received Note. Synonym for receipt or material receipt.

gross weight

The weight of the fully loaded vehicle, container, or item, including packed items

and packaging material.

Group API

An API intended for use by other Oracle Application modules that have been

authorized by the owning module. This form of API is less strict in its controls as

compared to the Public API.

group number

The group no. for conditions that should together evaluate to TRUE (AND

conditions).

GSA (General Services Administration)

GSA (General Services Administration): a customer classification that indicates the

customer is a U.S. government customer. For products on the GSA price list, a fixed

price must be used, defined on the GSA contract. The items contained on the GSA

price list cannot be sold to commercial customers for the same or less price than the

government price. In other terms, the price offered to the government must be the

minimum in the market.

GSA Discounts

Discounts that can be specifically defined for giving the lowest selling price to some

or all of the GSA customers.

A customer classification that indicates the customer is a U.S. government customer

and pricing for products on the GSA price sheet should reflect the fixed pricing of

the GSA contract. Whenever a product is on the GSA price sheet, it cannot be sold

to commercial customers for the same or less price than the government customer.

included item

A standard mandatory component in a bill, indicating that it ships (if shippable)

whenever its parent item is shipped. Included items are components of models, kits,

and option classes.

Installation or Installation

Detail Information about where your customers install product.

Installed Base

A collective noun to describe the sum total of all products that a company has

responsibility to provide service for at customer sites.

intangible item

A non-physical item sold to your customers such as consulting services or a

warranty. Intangible items are non-shippable and do not appear on pick slips and

pack slips. see shippable item.

intermediate ship-to

The delivery point for a shipment prior to an ultimate destination.

internal item number

The internal representation of Item’s Name within your organization.

internal order

A sales order in the Order Management system that is generated from an internal

requisition in the Purchasing system and loaded into OM through Order Import.

internal requisition

A requisition in the Purchasing system that will directly result in the generation of a

sales order in the Order Management system through the Order Import process in

Order Management.

internal sales order

A request within your company for goods or services. An internal sales order

originates from an employee or from another process as a requisition, such as

inventory or manufacturing, and becomes an internal sales order when the

information is transferred from Purchasing to Order Management. Also known as

internal requisition or purchase requisition.

inventory allocation

The act of assigning on hand inventory to specific orders.

inventory item

Items you stock in inventory. You control inventory for inventory items by quantity

and value. Typically, the inventory item remains an asset until you consume it. You

recognize the cost of an inventory item as an expense when you consume it or sell

it. You generally value the inventory for an item by multiplying the item standard

cost by the quantity on hand.

inventory organization

An organization that tracks inventory transactions and balances, and/or that

manufactures or distributes products.

invoice

A document you create in Oracle Receivables that lists amounts owed for the

purchases of goods or services. This document may list any tax and freight charges.

A summarized list of charges, including payment terms, invoice item information,

and other information that is sent to a customer for payment.

invoice amount

Oracle Order Management prints the invoice amount for each order listed on this

report.

invoice batch

A group of invoices you enter together to ensure accurate invoice entry. Invoices

within the same batch share the same batch source and batch name. Receivables

displays any differences between the control and actual counts and amounts. An

invoice batch can contain invoices in different currencies.

A Payables feature that allows you to enter multiple invoices together in a group.

You enter the batch count, or number of invoices in the batch, and the total batch

amount, which is the sum of the invoice amounts in the batch, for each batch of

invoices you create. You can also optionally enter batch defaults for each invoice in

a batch. When you enable you batch control system option, Multiple Organization

in Oracle Applications automatically creates invoice batches for Payables expense

reports, prepayments, and recurring invoices, and all standard invoices.

invoice item

Oracle Order Management prints the name or/and description of the item on the

invoice, depending on your selection for the Item Display parameter.

invoice set

A invoice set is a group of order lines, linked by a common number, that you want

the full quantity to invoice together. Thus, one invoice will contain amounts owed

for the purchase of items put in one invoice set. ATO model, and a PTO Ship model

Complete will be in a invoice set. Invoice sets can be complete only, or partially

allowed but in proportion.

invoice to contact

How will we record or default the name of the person to whom the invoice will be

sent. This is the person that the Accounts Receivable clerk will contact in the event

of invoicing or collection queries.

invoice value

The total outstanding order value that needs to be invoiced.

invoicing rules

Rules that Oracle Receivables uses to determine when you bill your invoices. You

can bill In Advance or In Arrears.

issue transaction

A material transaction to issue component items from inventory to work in process.

item

Anything you make, purchase, or sell, including components, subassemblies,

finished products, or supplies. Oracle Manufacturing also uses items to represent

planning items that you can forecast, standard lines that you can include on

invoices, and option classes you can use to group options in model and option class

bills.

item (item type, key)

Item identifies a specific process, document, or transaction that is managed by the

workflow system. A row in the Items table is simply a proxy for the actual

application item that is being workflow managed, it does not redundantly store

application data in workflow tables. A workflow item is identified by its item type

(e.g. “ORDER”) and a “key” which is generated by the application based on a

unique key of the real item (e.g. key “1003”).

item activity status

Item Activity Status stores the runtime status, completion results, etc... for each

activity an item encounters as a process is run (e.g. item type: “ORDER” key:

”1003”, PA#103 (“LEGAL_REVIEW”), state: “COMPLETE”, result: “REJECTED”).

Other runtime attributes such as the begin/end time for each activity and the user

and notification id for outstanding notifications is also stored here. This table only

contains state for active items. State information for closed items is moved to a

history table.

item attribute value (item type, key, attribute name)

An Item Attribute Value is an instance of an Item Attribute that is associated with a

particular workflow item. For example, the ‘TOTAL’ attribute associate with the

‘ORDER’ item type would have a value row in this table for the specific instance of

item ‘1003’. Using the Workflow API, Item Attribute Values can be looked up and

set by any activity in the process, as well as by the external workflow managed

application. Item attribute values are used to substitute runtime values into

Message tokens when notifications are sent from Workflow.

item attributes

Specific characteristics of an item, such as order cost, item status, revision control,

COGS account, etc.

item category

See category.

item groups

A group of related products that can be added to one or more price lists.

item type

A term used by Oracle Workflow to refer to a grouping of all items of a particular

category that share the same set of item attributes, used as a high level grouping for

processes. For example, each Account Generator item type (e.g. FA Account

Generator) contains a group of processes for determining how an Accounting

Flexfield code combination is created. see item type attribute.

item type attribute

A feature of a particular Oracle Workflow item type, also known as an item

attribute. An item type attribute is defined as a variable whose value can be looked

up and set by the application that maintains the item. An item type attribute and its

value is available to all activities in a process.

item type code

Items can be of different types for example ‘STANDARD’ or ‘MODEL’ and Item

type code along with the order transaction type determines the line flow for a line

transaction type. Items in a fulfillment set will be available for scheduling and

shipping only when all the items are available and ready to be scheduled/shipped.

Fulfillment sets can be complete only, or partially allowed but in proportions. ATO

model, and a PTO Ship model Complete will be in a fulfillment set.

Item Validation Organization

The organization that contains your master list of items. You define it by setting the

OM: Item Validation Organization parameter. You must define all items and bills in

your Item Validation Organization, but you also need to maintain your items and

bills in separate organizations if you want to ship them from other warehouses. See

also organization.

key indicators

A report that lists statistical receivables and collections information that lets you

review trends and projections. Also, an Oracle Applications feature you use to

gather and retain information about your productivity, such as the number of

invoices paid. You define key indicators periods, and Oracle Automotive provides a

report that shows productivity indicators for your current and prior period activity.

kit

An item that has a standard list of components (or included items) you ship when

you process an order for that item. A kit is similar to a pick-to-order model because

it has shippable components, but it has no options and you order it directly by its

item number, not using the configuration selection screen.

LIFO costing

Costing method where it is assumed that items that were received most recently are

transacted first.

line cancelled quantity

In the Order Management schema, the cancelled_quantity on a line represented the

sum of all cancellations entered against that original ordered_quantity for that line.

In the Order Management schema, the cancelled_quantity does not indicate how

many of the original ordered quantity has been cancelled. Since a cancellation

causes the creation of a new order line, records with different line numbers would

need to be summed up to represent the cancelled quantity of a line’s original

ordered quantity.

list price

In Oracle Pricing, the base selling price per unit of the item, item category or service

offered. You define the list price on a price list. All price adjustments are applied

against the list price.

live

Term to describe orders that are potentially subject to change.

load definition

You can record actual sequenced delivery for a departure at Ship Confirm after Pick

Release for unplanned picking line details.

loading order

Determines the order in which items are loaded on a truck for delivery in the

requested production sequence. The loading order can be forward, reverse -

inverted, or non-inverted.

loading sequence number

The number that results by manually selecting loading order at Shipping

Transaction window. See Shipping. This will be stored in the delivery line.

location

A shorthand name for an address. Location appears in address lists of values to let

you select the correct address based on an intuitive name. For example, you may

want to give the location name of ’Receiving Dock’ to the Ship To business purpose

of 100 Main Street. See kanban location.

Location Codes/ Trading Partner Site Codes

Typically the customer expects their own location codes in all transactions, e.g., bill

to location code, ship to location codes for locations that they own. Supplier expects

their own location codes e.g., supplier, warehouse for locations that they own in all

transactions. Location codes, such as the ship to location and the supplier location,

must be cross referenced in the EDI Gateway or the EDI Translator. so the

appropriate codes can be written to the application open interface tables. Sample of

these code are on the N1 segment in the ASC X12 860 sample transactions in the

Transaction Samples in this document. They will be found in the EDIFACT NAD

segment also.

locator

Physical area within a subinventory where you store material, such as a row, aisle,

bin, or shelf.

lockbox

A service commercial banks offer corporate customers to enable them to outsource

their accounts receivable payment processing. Lockbox processors set up special

postal codes to receive payments, deposit funds and provide electronic account

receivable input to corporate customers. A lockbox operation can process millions

of transactions a month.

logical organization

A business unit that tracks items for accounting purposes but does not physically

exist. See organization.

LOOKUP

Attributes are validated by a lookup type. The lookup code is stored in the attribute,

but the code’s translated meaning will be displayed whenever the attribute value is

viewed by an end user.

lookup code

The internal name of a value defined in an Oracle Workflow lookup type. see

lookup type.

lookup type

An Oracle Workflow predefined list of values. Each value in a lookup type has an

internal and a display name. see lookup code.

lot

A specific batch of an item identified by a number.

mandatory component

A component in a bill that is not optional. Bills of Material distinguishes required

components from options in model and option class bills of material. Mandatory

components in pick-to-order model bills are often referred to as included items,

especially if they are shippable.

manifest

A list of contents and/or weight and counts for one or more deliveries in a

departure.

mass change

The ability to apply changes consistently to more than one record simultaneously.

material transaction

Transfer between, issue from, receipt to, or adjustment to an inventory organization,

subinventory, or locator. Receipt of completed assemblies into inventory from a job

or repetitive schedule. Issue of component items from inventory to work in process.

message distribution

A line on the bottom of your window that displays helpful hints, warning message,

and basic entry errors. On the same line, ZOOM, PICK, EDIT, and HELP lamps

appear, to let you know when Zoom, QuickPick, Edit, and online help features are

available.see distribution list.

messages (type, name)

This table defines the messages that may be sent. A message is identified by both its

type and name. In the case of workflow messages, type must be the Item Type for

the item which the message relates to. The name must be unique within a type. The

message definition consists of a Subject and message body. The subject is a line of

text which summarizes the content of the message. It is used as the email Subject,

and whenever a list of notifications or messages is displayed one per line. The

subject may contain substitution tokens of the form:&TOKEN_NAME. For instance

’Please review bug &BUGNO, priority &PRIORITY’ The message body contains text

with substitution tokens (as above), tabs (for indentation only), and newlines

(which delimit paragraphs). When a message is delivered, the body tokens are

substituted, and the resultant text is word-wrapped as appropriate for the width of

the output device. This table stores a list of attributes associated with a message.

Attributes are either send or respond type for outgoing and incoming information.

Attributes have a ‘type’ which provides some validation for their content.

missing

A value is considered Missing if no value has yet been assigned to the table and

column for the current row of the table, or if the value has been cleared by a

Dependency. As used here, Null is a legitimate value, and is not the same as

Missing. The actual value cached as Missing depends on the Data Type Group of

the value, which is Character, Number, or Date. Missing values are never stored in

the database.

model

An item whose bill of material lists options and option classes available when you

place an order for the model item.

model (model item)

An item whose bill of material lists options and option classes available when you

place an order for the model item.

model bill of material

A bill of material for a model item. A model bill lists option classes and options

available when you place an order for the model item.

model item

An item whose bill of material lists options and option classes available when you

place an order for the model item.

model/unit number effectivity

A method of controlling which components are used to make an end item based on

an assigned end item model/unit number. model/unit number effectivity

A method of controlling what components go into making an end-item based on an

assigned end item model/unit number. An end item model/unit number field is an

alphanumeric field that is usually concatenated with a model prefix and a

sequential unit number, e.g. FAN-0001. Unique configurations are specific by

defining parent-component relationships for a particular end item model/unit

number. Multiple unique configurations can be established for a single end-item

part by assigning different model/unit number effectivities.

A Model is a control element that identifies a particular configuration of an end

item and associates it with one or more contracts (e.g. Boeing 747). However, this

information is embedded as a prefix in naming the unique end item model/unit

number identifier, there is no link to ATO/PTO model items. A unit is a specific end

item (e.g. a tail number) within the model designation.

Subassemblies or components at levels beyond major assembly can be under date

effectivity control if there is no need to identify its configuration by end item unit

number. You need to decide how deep in your bill structure that you are planning

to use Model/Unit Number Effectivity into the inventory so that you can

distinguish your various configuration. Once you identify a part to be under

model/unit number effectivity control, all its parent assemblies has to be under

model/unit number effectivity control.

Component selection by MPS and MRP is based upon which components are valid

for the specific end item model/unit numbers.

modifier

Defines the terms of how Oracle Pricing will make adjustments. For example, a

modifier can take the form of: discounts, or surcharges. In Oracle Pricing, when

you setup modifiers, you define the adjustments your customers may receive. You

control the application of modifiers by the pricing engine by also setting up rules

that specify qualifiers and attributes governing their use.

modifier list

A grouping of modifiers in Oracle Pricing.

name of carrier

It is important that the name of the carrier issuing the bill of lading be shown in this

space to identify the second party to the bill of lading provisions. It also identifies

the carrier who becomes responsible for the shipment and assumes responsibility.

Need by Date

The date in the purchase order system that indicates when the item needs to be

received in order for it to be of value to the requestor.

net weight

Weight of the contained load. Commonly calculated as GROSS - TARE, this includes

the weight of any packing materials (paper, cardboard separators, Styrofoam

peanuts, etc.).

node

An instance of an activity in an Oracle Workflow process diagram as shown in the

Process window of Oracle Workflow Builder. See process.

non-live

Term to describe orders that are no longer subject to change.

non-quota sales credit

See non-revenue sales credit.

non-revenue sales credit

Sales credit you assign to your salespeople not associated to your invoice lines. This

is sales credit given in excess of your revenue sales credit. See revenue sales credit.

Non-Revenue Sales Credits Sales

Credit assigned to salespeople that is not associated to invoice lines. This is sales

credit given in excess of your revenue sales credit and is not usually applied to a

salesperson’s quota.

Not authorized to ship

Demand that is planned to be ready on the date scheduled but not sent to the

customers until some authorizing event occurs like Receipt of funds where

prepayment has been requested. Credit approval for credit held orders. Customer

Demand signal for Just In Time deliveries.

Notification

Activities are completed by some external entity (e.g. human). These activities have

a “notification function” which is run to signal the external entity of its need to

perform a task. Human notifications are associated with a Message defined in the

Notification system. All notification activities may have a “time-out” limit within

which the activity must be performed. Process Definitions are also modeled as

activities, which can then be referenced by other processes. The network of activities

and transitions that define the process are maintained by in the Process Activities

and Activity Transitions tables.

Notification Attributes

(notification id, attribute name) For every notification, there will be a list of

Notification Attributes, which hold the runtime value for each of the message

attributes. These values are used to substitute subject and body tokens, and to hold

user responses.

Notifications

(notification id) Notifications are instances of messages which were actually sent to

some role. The row as status flags to record the state of the notification, as well as

date fields for when the notification was sent, due, and responded to. A new row is

created in the Notifications table each time a message is sent to a role. The row

persists even after the notification has been responded too, until a purge operation

moves to closed notifications to an archive.

NUMBER

attributes are used to communicate number values.

object

A region in Order Entry such as order, line, or shipment schedule. You can provide

Security Rules for objects. see attribute, defaulting rules, processing constraints .

object / data object

An object, as used here, is a Web Applications Dictionary term which corresponds

to a database view. In some part of this document, the term data object or WAD:

Object is used instead, to avoid confusion with the object technology term “Object”.

object attribute / data abject

Attribute An object attribute, as used here, is a Web Applications Dictionary term

used to describe an attribute that is associated with a data object (view). In simpler

terms, it corresponds to a column in a database View. In some part of this

document, the term Data Object Attribute is used as a synonym to object attribute,

in order to avoid confusion with the object technology term “Object Attribute”.

on account

Payments where you intentionally apply all or part of the payment amount to a

customer without reference to a debit item. On account examples include

prepayments and deposits.

on-account credits

Credits you assign to your customer’s account that are not related to a specific

invoice. You can create on account credits in the Transaction window or through

AutoInvoice.

on-hand quantity

The physical quantity of an item existing in inventory.

one-time item

An item you want to order but do not want to maintain in the Items window. You

define a one-time item when you create a requisition or purchase order. You can

report or query on a one-time item by specifying the corresponding item class.

one-time note

A unique message you can attack to an order, return, order line, or return line to

convey important information.

option

An optional item component in an option class or model bill of material.

option class

A group of related option items. An option class is orderable only within a model.

An option class can also contain included items.

option class bill of material

A bill of material for an option class item that contains a list of related options.

option class item

An item whose bill of material contains a list of related options.

option item

A non-mandatory item component in an option class or model bill of material.

option item or Option

A non-mandatory item component in an option class or model bill of materials.

optional matching attributes

Matching Attributes which can vary based on the business needs of specific

business entities or schedule type associated with the demand.

order book

Collective term for unfulfilled orders.

order category

An Order Transaction Type can be for any of the following Order Categories:

‘ORDER’, ‘RETURN’ or ‘MIXED’. Li ne Transact i on Types can be f or any of t he

categories: ‘ORDER’ or ‘RETURN’. When an Order is created with a particular

Transaction Type, the Order Category code determines which lines are permitted

for that order. If the category code is ‘ORDER’, then the order can have only regular

Lines. If the category code is ‘RETURN’, then the order can have only return lines. If

the category code is ‘MIXED’, then the order can have both kinds of lines.

order cycle

A sequence of actions you or Order Management perform on an order to complete

the order. An order cycle lets you define the activity an order follows from initial

entry through closing. You can define as many order cycles as your business

requires. Order cycles are assigned to order types.

Order Import

Order Import is an Oracle Order Management’s Open Interface that imports orders

from an internal or external source, Oracle or Non-Oracle system, which performs

all the validations before importing the order.

Order Processing Cycle

A sequence of actions you or Order Management perform on an order to complete

the order. An order cycle lets you define the activity an order follows from initial

entry through closing. Each order line goes through a cycle appropriate to the order

type, line type (standard, return or internal) and item type (standard, model,

shippable, transactable, etc.) of that line.

order scheduling

See scheduling.

order type

Classification of an order. In Order Management, this controls an order’s workflow

activity, order number sequence, credit check point, and transaction type.

organization

A business unit such as a plant, warehouse, division, department, and so on. Order

Management refers to organizations as warehouses on all Order Management

windows and reports.

original system

The external system from which you are transferring data into Oracle Automotive

tables.

pack slip

An external shipping document that accompanies a shipment itemizing in detail the

contents of that shipment.

Package level tags

Package level tags can appear anywhere after a “CREATE OR REPLACE” statement

and before any uncommented package contents, including variables, program units,

etc. For example,

--<TPA_LAYER=layer name>

indicates that the package belongs to the specified Trading Partner Layer.

packing instructions

Notes that print on the pack slip. These instructions are for external shipping

personnel. For example, you might wish to warn your carriers of a fragile shipment

or your customer’s receiving hours.

parameter

A variable used to restrict information in a report, or determine the form of a report.

For example, you may want to limit your report to the current month, or display

information by supplier number instead of supplier name.

passing result

A passing result signals successful completion of an order cycle approval action.

Once an order or order line has achieved an approval action passing result, it no

longer appears on the approval window. see approval action, order cycle.

past due order

An order that has not been completed on or before the date scheduled. It is also

called delinquent order or late order.

payment terms

The due date and discount date for payment of an invoice. For example, the

payment term ’2% 10, Net 30’ lets a customer take a two percent discount if

payment is received within 10 days, with the balance due within 30 days of the

invoice date.

pending

A status where a process or transaction is waiting to be completed.

pick release

An order cycle action to notify warehouse personnel that orders are ready for

picking.

pick release batch

See picking batch.

pick release rule

A user-defined set of criteria to define what order lines should be selected during

pick release.

pick release sequence rule

The rule for pick release that decides the order in which eligible order line details

request item reservations from Oracle Inventory.

pick slip

Internal shipping document pickers use to locate items to ship for an order. If you

use standard pick slips, each order will have its own pick slip within each picking

batch. If you use the consolidated pick slip, the pick slip contains all orders released

in that picking batch.

pick slip grouping rule

Criterion for grouping together various types of pick slips. The rule dictates how

the Pick Slip Report program groups released lines into different pick slips.

pick-to-order

A configure-to-order environment where the options and included items in a model

appear on pick slips and order pickers gather the options when they ship the order.

Alternative to manufacturing the parent item on a work order and then shipping it.

Pick-to-order is also an item attribute that you can apply to standard, model, and

option class items.

pick-to-order (PTO) item

A predefined configuration order pickers gather as separately finished included

items just before they ship the order. See kit.

pick-to-order (PTO) model

An item with an associated bill of material with optional and included items. At

order entry, the configurator is used to choose the optional items to include for the

order. The order picker gets a detailed list of the chosen options and included items

to gather as separately finished items just before the order is shipped.

picking

The process of withdrawing items from inventory to be shipped to a customer.

picking header

Internal implementation of picking header that identifies distinct combinations of

Pick Release criteria (Warehouse, Sales Order, Shipping Priority, Freight Carrier,

Ship To, Backorder) in the previous product design. Picking Headers will be

generated internally at Pick Release to ensure compatibility with the View Orders.

However, when a delivery is closed in the Ship Confirm window, Picking Headers

will be updated internally again to ensure all picking lines of a Picking Header are

associated with the same delivery. The reason to maintain Picking Headers at Ship

Confirm again is for the compatibility of the Update Shipment program. Update

Shipment will process all Picking Headers associated with a delivery.

picking line

An instruction to pick a specific quantity of a specific item for a specific order. Each

pick slip contains one or more picking lines, depending on the number of distinct

items released on the pick slip.

picking rule

A user-defined set of criteria to define the priorities Order Management uses when

picking items out of finished goods inventory to ship to a customer. Picking rules

are defined in Oracle Inventory.

See purchase order.

PO Change Request Vs. Sales Order

The term ‘sales order’ refers to the sales order data as stored in the base Oracle

Order Entry tables. The term ‘PO Change Request’ or ‘PO Change Request process’

refers to the pending sales order data as stored and processed in this new change

order process. Accepted PO Change Request result in an updated Sales Order in the

base Oracle Order Management tables. There may be more than one pending

change order request in the process for a given purchase order.

pooled location

The destination in which several shipments are delivered and then grouped

together to form a larger shipment.

pooled ship-to

The delivery point for consolidated shipments, gathered from

multiple locations, that will be shipped to an intermediate and/or ultimate

ship-to location.

price adjustment

The difference between the list price of an item and its actual selling price. Price

adjustments can have a positive or negative impact on the list price. Price

adjustments that lower the list price are also commonly known as discounts. Price

adjustments can be for an order line or the entire order.

price breaks

Discounts for buying large quantities or values of a particular item of a particular

UOM, item category or any enabled pricing attribute.

price list

A list containing the base selling price per unit for a group of items, item categories

or service offered. All prices in a price list are for the same currency.

pricing components

Combinations of pricing parameters you use when defining pricing rules. Pricing

components can be made up of one or multiple pricing parameters.

pricing contracts

Used to setup a contract with associated contract lines which specifies the items that

customer will purchase. Using the contract lines users will be able to setup items ,

their price, effective dates and price breaks for that item. Users will be able to have

multiple versions of the contract and contract lines with different effective dates.

pricing information

Information that pricing calculation is based on such as pricing date, price list and

unit price.

pricing parameters

A parameter you use to create components to be used in a pricing rule. Valid

pricing parameters include segments of your item flexfield or Pricing Attributes

descriptive flexfield.

pricing rule

A mathematical formula used to define item pricing. You create a pricing rule by

combining pricing components and assigning a value to the components. Oracle

Order Management automatically creates list prices based on formulas you define.

See pricing components.

primary and secondary locations

Primary sites are the key locations required by the Oracle application to associate

the transaction to the customer site, supplier site, or other business entity that is key

to identify the trading partner (owner) of the transaction. All other locations in the

transaction are considered to be secondary location sites, such as a bill to location

for a purchase order. Some secondary locations are not likely to be found in the

transaction from the trading partner.

primary customer information

Address and contact information for your customer’s headquarters or principal

place of business. Primary addresses and contacts can provide defaults during

order entry.

primary role

Your customer contact’s principle business function according to your company’s

terminology. For example, people in your company may refer to accounting

responsibilities such as Controller or Receivables Supervisor.

primary salesperson

The salesperson that receives 100% of the sales credits when you first enter your

order invoice or commitment.

primary unit of measure

The stocking unit of measure for an item in a particular organization.

private API

An API intended to be used by the owning module only, giving maximum

flexibility to other calling APIs. Calling APIs / program units are able to control

execution of logic based on type of operation being performed.

private label

Where a supplier agrees to supply a customer with product labeled as the

customers product. The customer is generally a retailer.

process

A set of Oracle Workflow activities that need to be performed to accomplish a

business goal. see Account Generator, process activity, process definition.

process activity (diagram icons)

A Process Activity represents an Activity that is referenced by a process. Each row

specifies the usage of an activity as the child of a process (e.g. process: ‘ORDER_

FLOW’, and child activity: ‘LEGAL_REVIEW’). These instances are marked with

machine generated ID’s to uniquely identify multiple instances of the same activity

in the same process (e.g. AND or OR activities). Rows in this table map directly to

icons that appear in a process diagram, thus the rows also store the X/Y coordinates

of the icon in the process diagram. Each process has one or more special ‘Start’

activities that identify activities which may start the process.

Process Activity Transition

(diagram arrow) Process Activity Transitions define the relationship between the

completion of one process activity and the activation of another. Each row

represents a transition (“arrow”) from a process activity that completes with a

particular result, to another process activity that is now becoming active. (e.g.

PA#102 ( “LEGAL_REVIEW”) with result “REJECTED” transitions to PA#214

(“TERMINATE”)).

process definition

An Oracle Workflow process as defined in the Oracle Workflow Builder. See

process.

process item type

Workflow processes can be for different process item Types. A header flow will

have a workflow process item type ‘OEOH’ and a line flow will have a workflow

process item type ‘OEOL’. Process Item Types enable high level grouping of

Workflow Processes.

Process Manufacturing

Manufacturing processes that produce products (such as liquids, fibers, powders, or

gases) which exhibit process characteristics (such as grade, potency, etc.) typified by

the difficulty of planning and controlling yield quantity and quality variances.

processing constraints

Constraints to making changes to data on an entity that has effected downstream

activities that are difficult or costly to undo. For example, changing options on an

ATO order where the Item has already been built.

Processing Constraints Framework

A generic facility that will enable you to define processing constraints for

application entities and attributes(database objects and columns) and the set of APIs

that will enable to you to query the existence of any constraint against the operation

you wish to perform on that entity or it’s attributes. See processing constraints.

product

A finished item that you sell. See finished good.

product configuration

See configuration.

profile option

A set of changeable options that affect the way your applications run. In general,

profile options can be set at one or more of the following levels: site, application,

responsibility, and user.

proforma invoice

A detailed quotation prepared as to resemble the actual Receivables invoice likely to

result if the quotation is successful, which shows the buyer what the seller is willing

to do, as well as his or her expectations including (but not limited to): Terms of

Payment, Terms of Delivery/Terms of Sale, Price of Goods, Quantity of Goods,

Freight and Special Charges. The Proforma Invoice has no accounting and no Open

Receivable.

Program Unit

Any packaged PL/SQL procedure or function.

Program Unit Level Tags

Program unit level tags must appear immediately after keyword 'IS'.

TPS Program Unit: --<TPA_TPS>

project

A unit of work broken down into one or more tasks, for which you specify revenue

and billing methods, invoice formats, a managing organization, and project

manager and bill rates schedules. You can charge costs to a project, as well as

generate and maintain revenue,

project manufacturing

The type of project that uses Projects with Manufacturing to track the costs of a

manufacturing-related project against a project budget.

project subinventory

A subinventory with a project reference into which terms can be delivered and out

of which items can be issued and transferred.

project task

A subdivision of Project Work. Each project can have a set of top level tasks and a

hierarchy of subtasks below each top level task. You can charge costs to tasks at the

lowest level only. See Work Breakdown Structure.

promise date

The date on which the customer promises to pay for products or services. The date

on which you agree you can ship the products to your customer, or that your

customer will receive the products.

proof of delivery

A document that the customers receiving dock signs to show how much they

received. It may be used as the basis of billing by a haulage company.

Prorated Discounts

Prorated discounts allocate the discount for one order line across multiple order

lines for revenue purposes. When you define the discount, you indicate whether the

allocation is across all lines on the order, or just lines in the same item category as

the order line being discounted. Use prorated discounts to even out the revenue

effect of sales if your salespeople discount some items more heavily than others and

you do not want to affect the total revenue for the commonly discounted product.

protection level

In Oracle Workflow, a numeric value ranging from 0 to 1000 that represents who the

data is protected from for modification. When workflow data is defined, it can

either be set to customizable (1000), meaning anyone can modify it, or it can be

assigned a protection level that is equal to the access level of the user defining the

data. In the latter case, only users operating at an access level equal to or lower than

the data’s protection level can modify the data. See Account Generator.

PTO item

See pick-to-order item.

PTO model

See pick-to-order model.

Public API

A tightly controlled API intended for use by all applications. The public API would

not assume any pre processing of data and would fully validate all data before

performing various operations.

Public Program Unit

Those program units published as customizable by Oracle Development teams.

Layers can be built only on those program units that are designated by an Oracle

Development team as public. These may also be referred to as “published” or

“customizable” program units.

purchase order

A type of purchase order you issue when you request delivery of goods or services

for specific dates and locations. You can order multiple items for each planned or

standard purchase order. Each purchase order line can have multiple shipments and

you can distribute each shipment across multiple accounts. See standard purchase

order and planned purchase order.

Purchase Order (PO) / Sales Order (SO)

The term ‘purchase order’ represents the order as defined in the Purchasing

application. The term ‘sales order’ represents the order data as defined in the Order

Management application.

purchase requisition

An internal request for goods or services. A requisition can originate from an

employee or from another process, such as inventory or manufacturing. Each

requisition can include many lines, generally with a distinct item on each

requisition line. Each requisition line includes at least a description of the item, the

unit of measure, the quantity needed, the price per item, and the Accounting

Flexfield you are charging for the item. See internal sales order.

purchased item

An item that you buy and receive. If an item is also an inventory item, you may also

be able to stock it. See inventory item.

purge

A technique for deleting data in Oracle Manufacturing that you no longer need to

run your business.

quantity on hand

Current quantity of an item in inventory.

QuickCodes

Codes that you define for the activities and terminology you use in your business.

For example, you can define QuickCodes for personal titles, (for example, ‘Sales

Manager’) so you can refer to people using these titles. You can define QuickCodes

for sales channels so that you can specify the various sales channels used for

different kinds of orders. An Oracle Assets feature that allows you to enter standard

descriptions for your business. You can enter QuickCode values for your Property

Types, Retirement Types, Asset Descriptions, Journal Entries, and Mass Additions

Queue Names.

A feature you use to create reference information you use in your business. The

reference information appears in QuickPick lists for many of the fields in Payables

windows. There are three basic kinds of QuickCodes: supplier, payables, and

employee. With QuickCodes you can create Pay Groups, supplier types, and other

references used in Payables.

quota sales credits

See revenue sales credit, non-revenue sales credit.

Quote

A document that commits the selling party to price and delivery date.

receipt

A shipment from one supplier that can include many items ordered on many

purchase orders.

receipt date

The date in the order management system that indicates when the receipt for this

return is created.

receipt days

Receipt days are the number of days since the Credit Order was requested before it

is accepted. This is calculated as the accepted date - return request date. (Note

accepted = fulfilled).

received quantity

The quantity of an inventory item returned by a customer for which you are not

issuing a credit. Sometimes this is temporary, while you evaluate the condition of

the item; at other times you return the items to the customer, or keep them but do

not allow a credit. See accepted quantity.

receiving

Ad dock at the receiving facility to receive goods from suppliers or customers. PO

owns the receiving software.

receiving and inspection

A condition of a returned inventory item signifying it has been received but is being

inspected for damage. If in acceptable condition, the items are transferred to stock

and a credit can be issued. If unacceptable, the items can be returned to the

customer or scrapped.

receiving organization

For drop-ship orders, the purchasing organization that records receipt of a

drop-shipped item.

reciprocal customer relationship

An equal relationship shared between two customers. Both customers share

agreements, enter invoices against each others commitments, and pay off each

other’s debit items.

record set

A record set is a set of records that are bound by some common attribute values

(e.g. invoice set). In processing constraints, when defining a constraint condition, a

record set may be specified to be validated for a given condition.

reference document type

The kind of source used to provide default information on a return, such as a sales

order, purchase order entered on a sales order, or an invoice. See reference source.

reference source

Provides default information on a return by allowing the user to enter a unique

combination of reference document type, document number and line number, that

identifies the original sales order for the returning item. See reference document

type.

release criteria

The criteria specified in the Pick Release window which defines which eligible

order lines to pick release.

Release of Hold

The action of removing the hold on an order.

release reason

Justification for removing a hold on an order or order line.

remit-to addresses

The address to which your customers remit their payments.

remittance advice

A document that lists the invoices being paid with a particular payment document.

remittance bank

The bank in which you deposit your receipts.

replacement order

A sales order created to replace goods being returned by a customer.

report

An organized display of Oracle Applications information. A report can be viewed

on-line or sent to a printer. The content of information in a report can range from a

summary to a complete listing of values.

request date

The date the customer requests the products be either shipped or received.

reservation

A guaranteed allotment of product to a specific sales order. A hold is placed on

specific terms that assures that a certain quantity of an item is available on a certain

date when transacted against a particular charge entity. Once reserved, the product

cannot be allocated to another sales order or transferred in Inventory. Oracle Order

Management checks ATR (Available to Reserve) to verify an attempted reservation.

Also known as hard reservation.

Reservation Time Fence

Time (in terms of days) before the schedule date, before which a line should be

reserved in inventory.

reserve

An action you take in Purchasing to reserve funds for a purchasing document or an

action in Order Management to allocate products for a sales order. If the document

passes the submission tests and if you have sufficient authority, Purchasing reserves

funds for the document.

result

See action result.

result code

In Oracle Workflow, the internal name of a result value, as defined by the result

type. See result type, result value.

result type

In Oracle Workflow, the name of the lookup type that contains an activity’s possible

result values. See result code, result value.

result value

In Oracle Workflow, the value returned by a completed activity, such as Approved.

See result code, result type.

return

In Purchasing, an AutoCreate option that lets a buyer return a requisition line and

all other unpurchased requisition lines on the same requisition to the requisition

preparer. In Order Management, it is the opposite of a sales order. It involves

receipt of goods previously sold to a customer, credit to a customer, and possibly

replacement with an identical or similar product.

return days

Return days are the number of days since a return is entered before it is accepted.

This is calculated as the accepted date - ordered date (Note accepted = fulfilled).

Return of Material Goods (RMG)

See Return Material Authorization.

return material authorization (RMA)

Permission for a customer to return items. Receivables allows you to authorize the

return of your sales orders as well as sales made by other dealers or suppliers, as

long as the items are part of your item master and price list.

return reason

Justification for a return of a specific product. Many companies have standard

reasons that are assigned to returns to be used to analyze the quantity and types of

returns. See credit memo reasons.

return to supplier

A transaction that allows you to return to the supplier items from a fully or partially

received purchase order and receive credit for them.

revenue recognition

The schedule for which revenue for a particular transaction is recorded in your

general ledger.

revenue sales credit

Sales credit you assign to your salespeople that is based on your invoice lines. The

total percentage of all revenue sales credit must be equal to 100% of your invoice

lines amount. Also known as quota sales credits. See non-revenue sales credit,

sales credit.

revision

A particular version of an item, bill of material, or routing.

revision control

An inventory control option that tracks inventory by item revision and forces you to

specify a revision for each material transaction.

RFQ

See request for quotation.

RMA

See Return Material Authorization.

RMG (Return of Material Goods)

See Return Material Authorization.

sales credit

Credits that you assign to your salespeople when you enter orders, invoices and

commitments. Credits can be either quota or non-quota and can be used in

determining commissions. See non-revenue sales credit, revenue sales credit.

sales tax

A tax collected by a tax authority on the purchase of goods and services based on

the destination of the supply of gods or services. You can set up your Sales Tax

Location Flexfield structure to determine your sales tax rates and to validate your

customer addresses. For example, in the United States, sales tax is usually

calculated by adding the tax rates assigned to the shipping state, county, city.

sales tax structure

The collection of taxing bodies that you will use to determine your tax authority.

’State.County.City’ is an example of a Sales Tax Structure. Oracle Automotive adds

together the tax rates for all of these components to determine a customer’s total tax

liability for an order.

salesperson

A person responsible for the sale of products or services. Salespeople are associated

with orders, returns, invoices, commitments, and customers. You can also assign

sales credits to your salespeople.

Salesperson

The salesperson parameter in both reports is based upon a query of the default

salesperson stored on the header for each order. Although the header level

salesperson may not have actually received credit for any of the lines in the order,

due to line level overrides, our parameter is based upon the header information.

Further, the Discount Summary report displays this header level salesperson on the

report. If a user needs to truly check for salesperson level information, they should

run the Salesperson Order Summary Report.

Salesperson and Ship to Country

Order Management prints the salesperson name and the Ship to Country if the line

and the header level information differs from each other. If it is the same, than this

information is not printed at the line level.

schedule and shipments

The EDI Standards refer to dates and quantities to be shipped below the item level

to be ‘Schedule’ data (found on SCH Schedule segments). To Oracle Order Entry

this data is ‘Shipment’ Data.

schedule arrival date

The date returned by the system on which your customer can receive the products.

schedule date

The date for a master schedule entry for an item. A schedule for an item has a

schedule date and an associated quantity. For Order Management, it is considered

the date the order line should be ready to ship, the date communicated from Order

Management to Inventory as the required date any time you reserve or place

demand for an order line.

scheduling

Order scheduling includes assigning demand or reservations, warehouses,

shipment dates, and lots or subinventories to an order line.

scope

Given a record set and a condition, the Scope (All/Any) defines how the validation

should be performed on records of the record set. ‘All‘ will require the validation to

be TRUE for all the records in the set where are ‘Any’ will require the validation to

be TRUE for at least one record in the set, to make the condition TRUE.

selling price

The selling price is the unit cost for a particular item. Thus, if two of item A cost

$10.00 each, the selling price is $10.00 for each unit.

senior tax authority

The first tax location in your sales tax structure. This segment does not have a

parent location. For example, if your sales tax structure is ’State.County.City’, then

State is the senior tax authority.

sequenced lines

A method of sending demand to a supplier that indicates the order in which the

customer wants the truck loaded. When the customer unloads the truck, the parts

will match the sequence of the customer’s production, so they can be taken right to

the production line. The order quantity is 1, and it has a unique identifier that can

be used to perform Load Sequence in Delivery Based Shipping.

serial number

A number assigned to each unit of an item and used to track the item.

serial number control

A manufacturing technique for enforcing use of serial numbers during a material

transaction.

A benefit or privilege that can be applied to a product. Oracle Service categorizes

the items you define as serviceable, thereby making them serviceable items. You can

order or apply service to serviceable items.

service item

An inventory item used to define a service program or warranty. Service items can

be recorded against serviceable products. A synonym for serviceable item is a

serviceable product.

service item feature

A particular service component, such as implementation or telephone support, that

you include with a service item. Once you classify an inventory item as a service

type item and enter the service program related attributes for it, you can list the

specific services your service item includes.

service order

An order containing service order lines. Service may be for new products or for

existing, previously ordered products.

service program

A billable service item. Usually a service that customers purchase in addition to a

product’s base warranty.

serviceable item

An inventory item that your organization supports and services, either directly or

through the supplier of the item, regardless of who actually manufactures the item.

A serviceable item can be an end item, both an end item and a component or part in

other end items, or just a component.

serviceable item class

A category that groups serviceable items. Each class must be of the type Serialized

or Non-Serialized. You can group serialized serviceable items in a serialized

serviceable item class; you can group non-serialized serviceable items in a

non-serialized serviceable item class. A given item may be the member of only one

item class at any given time.

serviced customer product

An entity that identifies a service your customer has recorded against a particular

product installation. If you order service against a product in Oracle Order

Management, Oracle Service automatically links the product and the service being

recorded against the product by creating a serviced customer product. A customer

product installation may have more than one serviced product.

set of books

A financial reporting entity that partitions General Ledger information and uses a

particular chart of accounts, functional currency, and accounting calendar. This

concept is the same whether or not the Multi-organization support feature is

implemented.

ship confirmation

To enter shipped quantity and inventory controls for specific shippable lines. You

can ship confirm the same delivery/departure repeatedly until you close the

delivery/departure. Once it is closed, no more changes can be made into a

delivery/departure.

ship date

The date upon which a shippable item is shipped.

Ship Delivery Pattern Code

Usually applied against a weekly quantity to describe how demand is allotted. This

code indicates which days of the week the customer wants the quantity delivered

and how the weekly quantity is to be divided between the different ship days.

Ship Partial

An order attribute indicating whether you allow partial shipments of an order. If

you enter Yes for the Ship Partial field on an order, individual order lines can be

shipped as they are available and you can assign different ship to locations and

other order line details to different shipments in an order line. See Ship Together.

ship set

A group of order lines, linked by a common number, for which you want the full

quantity to ship all together.

ship-to address

A location where items are to be shipped.

Ship Together

An order attribute indicating that you do not allow partial shipments of the order.

You can also specify a configuration as Ship Together by setting the Ship Model

Complete item attribute for the model item to Yes. see Ship Partial, ship together

model.

Ship Together model

A model item with the Ship Model Complete item attribute set to Yes. This indicates

that the entire configuration must be delivered in the same shipment. If the item

attribute is set to No, components can ship separately. ATO items and

configurations are inherently Ship Together models. see ship set.

ship via

See freight carrier.

shipment

An individual package sent to a customer. Thus, a shipment might contain an entire

order, if all items in that order are pick released and packed together. A shipment

might contain just part of an order that is pick released and packed. A shipment

might also contain only part of a released order line, where some of the items on the

picking slip are not in stock.

shipments and schedules

The EDI standards refer to dates and quantities to be shipped for an item to be

‘Schedule’ data. To Oracle Order Management, this is ‘Shipment’ data.

shipment priority

A term that indicates the urgency with which an order should be shipped to the

customer.

shipment reference number

A unique reference number associated with a unique shipment date/time and

quantity combination.

shipment schedule

An itemized list of when, how, where, and in what quantities to ship an order line.

shipment set

A group of items that must ship-together.

shippable item

An item with the Shippable inventory item attribute set to Yes, indicating that this

item will appear on pick slips and pack slips. See intangible item.

shippable lines

Picking line details that have been pick released and are now eligible for Ship

Confirm.

shipped quantity

Oracle Order Management prints the Total Shipped Quantity for an item for an

order.

shipper bill of lading number

A number that can be pre-assigned by a carrier in the cases where the shipper’s

system generates the bill of lading.

shippers name

The complete corporate name should be shown in this space. In the event the

shipment is being made for someone other than the actual shipper, their name

should also appear in this space.

shipping documents

Shipping related reports, such as the Bill of Lading, Commercial Invoice, Mailing

Label, Pack Slip, Vehicle Load Sheet Summary, and Waybill.

shipping instructions

Notes that print on the pick slip. These instructions are intended for internal use.

shipping schedule

An EDI document (862/DELJIT/DELINS) used by a customer to convey precise

shipping schedule requirements to a supplier, and intended to supplement the

planning schedule transaction set (830/DELFOR).

SIC code (Standard Industry Classification Code)

A standard classification created by the government used to categorize your

customers.

site use

See business purpose.

soft reservation

The planning process considers sales order demand soft reservation.

sourcing

The action of identifying a purchasing source or supplier for goods or services. To

identify the best sources for your purchases, you can create RFQs that you send to

your suppliers, enter quotations from your supplier, and evaluate these quotations

for each item you purchase.

sourcing externally

When a customer orders an item, we ship it from one of our warehouses. This is

known as sourced internally. But we ask our vendor to ship to the customer directly,

we say the item is sourced externally.

split amount

A dollar amount that determines the number of invoices over and under this

amount, as well as the total amounts remaining. For example, your company

generates invoices that are either $300 or $500. You choose $400 as your split

amount so that you can review how much of your open receivables are comprised

of your $300 business and how much corresponds to your $500 business. The split

amount appears in the Collection Effectiveness Indicators Report.

spot exchange rate

A daily exchange rate you use to perform foreign currency conversion. The spot

exchange rate is usually a quoted market rate that applies to the immediate delivery

of one currency for another.

standard actions

Order Management provides a selection of predefined actions, called standard

actions. Use these actions, along with those you define yourself, to create your

customized order cycles.

standard bill of material

A bill of material for a standard item, such as a manufactured product or assembly.

standard component

A mandatory component used to assemble an ATO (assemble-to-order) item or

configuration.

standard item

Any item that can have a bill or be a component on a bill except planning items,

option classes, or models. Standard items include purchased items, subassemblies,

and finished products.

standard note

A routine message you can predefine and automatically or manually attach to

orders, returns, order lines, and return lines to convey important information. see

one-time note, automatic note.

standing data

Data that is generally independent, not subject to frequent changes, consumption or

transactions, i.e.,customer data, item data, address data.

status

See customer status.

stop

A point along the route a trip makes to its final destination. This point may also

have some activity associated with it. The activity might include picking up a new

delivery, dropping off a delivery or both. In Pick Release, stop is a release criteria for

releasing items that have initial pick-up locations corresponding to the specified

stop, or location.

subinventory

Subdivision of an organization, representing either a physical area or a logical

grouping of items, such as a storeroom or receiving dock.

sublot

A subdivision of a lot which may be used when an entire lot is more than would be

used or produced at any one time, but grouping of the material into a single lot is

still desired. This maintains the integrity of the overall lot, but allows it to be

consumed in manageable pieces.

summary

Data at master (header) level representing similar information contained in more

than sources at the detail level.

supply reserved

A schedule status showing that Oracle Work in Process (WIP) has recognized the

demand for an item or configuration and opened a work order to supply the

demand. Once the work order is complete and the finished product is received in

inventory, WIP transfers a reservation for the finished product to the sales order.

The schedule status for the order line or order line detail is then changed to be

Reserved.

system items flexfield

A flexfield that allows you to define the structure of your item identifier according

to your business requirements. You can choose the number and order of segments

(such as product and product line), the length of each segment, and much more.

You can define up to twenty segments for your item. Also known as Item Flexfield.

Table of Denial Orders

A government restriction on exports of certain products to certain countries and

organizations.

tare weight

The weight of an item, excluding packaging or included items.

tax amount

Tax which will be calculated based upon the extended selling price and freight

charges.

tax authority

A governmental entity that collects taxes on goods and services purchased by a

customer from a supplier. In some countries, there are many authorities (e.g. state,

local and federal governments in the U.S.), while in others there may be only one.

Each authority may charge a different tax rate. You can define a unique tax name for

each tax authority. If you have only one tax authority, you can define a unique tax

name for each tax rate that it charges. A governmental entity that collects taxes on

goods and services purchased by a customer from a supplier. In some countries,

there are many authorities (e.g. state, local and federal governments in the U.S.),

while in others there may be only one. Each authority may charge a different tax

rate. Within Oracle Automotive tax authority consists of all components of your tax

structure. For example: (California.San Mateo.Redwood Shores) for

(State.County.City) Oracle Automotive adds together the tax rates for all of these

locations to determine a customer’s total tax liability order invoice.

tax codes

Codes to which you assign sales tax or value-added tax rates. Oracle Receivables

lets you choose state codes as the tax code when you define sales tax rates for the

United States.

tax condition

A feature that allows you to define and evaluate one or more conditional lines.

After execution, each tax condition may have one or more actions based on how

each transaction against the condition validates.

tax engine

A collection of programs, user defined system parameters, and hierarchical flows

used by Order Entry and Receivables to calculate tax.

tax exclusive

Indicates that tax is not included in the line amount for this item.

tax exempt

A customer, business purpose, or item free from tax charges.

tax group

A tax group that allows you to build a schedule of multiple conditional taxes.

tax inclusive

Indicates that the line amount for an item includes the tax for this item.

tax location

A specific tax location within your tax authority. For example ’Redwood Shores’ is a

tax location in the Tax Authority (California.San Mateo.Redwood Shores).

territory

A feature that lets you categorize your customers or salespeople. For example, you

can group your customers by geographic region or industry type.

territory flexfield

A key flexfield you can use to categorize customers and salespersons.

total credits/adjustments

Oracle Order Management prints the (Originally Due Amount - Balance Due

Remaining) for each order listed on this report.

trading partner flexfield

Descriptive flexfields reserved on several base tables for capturing additional

attributes applicable to specific trading partners. They are provided for most of the

base tables in Oracle Release Management, Shipping and Order Management.

trailer number

This number is used to track full truckload shipments.

transaction

Type Order and Lines can be grouped together loosely as certain Transaction Types.

Accordingly, a transaction type can be used to default attributes/controls for an

order or a line. Transaction Type Code determines whether the transaction type is

an Order Transaction Type or a Line Transaction Type.

transaction batch source

A source you define in Oracle Receivables to identify where your invoicing activity

originates. The batch source also controls invoice defaults and invoice numbering.

transaction interface

An open interface table through which you can import transactions. See open

interface.

transaction manager

A concurrent program that controls your manufacturing transactions.

transaction type

A feature that allows you to specify default values for orders and order lines

including the customer, the ship-to location, and internal or external orders.

transaction type code

Transaction type code determines whether the transaction type is an Order

Transact i on Type or a Li ne Transact i on Type.

transition

In Oracle Workflow, the relationship that defines the completion of one activity and

the activation of another activity within a process. In a process diagram, the arrow

drawn between two activities represents a transition. See activity, Workflow

Engine.

trip

An instance of a specific Freight Carrier departing from a particular location

containing deliveries. The carrier may make other stops on its way from the starting

point to its final destination. These stops may be for picking up or dropping off

deliveries.

trip stop

A location at which the trip is due for a pick-up or drop-off.

ultimate ship-to location

The final destination of a shipment.

unit number effectivity

A method of controlling which components are used to make an end item based on

an assigned end item unit number. See model/unit number effectivity.

unit of measure

The unit that the quantity of an item is expressed.

unit of measure class

A group of units of measure and their corresponding base unit of measure. The

standard unit classes are Length, Weight, Volume, Area, Time, and Pack.

unit of measure conversions

Numerical factors that enable you to perform transactions in units other than the

primary unit of the item being transacted.

unreleased lines

Order line details that are unfulfilled by Pick Release.

unscheduling

The removal of the schedule status for an order line or detail if a line or detail is

either demanded or reserved; unscheduling will return the status to blank.

usage type

Usage type is a document attribute which specifies how the document will be used.

There are 3 usage types:Standard Standard documents can only be referenced by an

entity, not changed or modified. In order to change a standard document, you must

use the Define Document window. If you attempt to modify a standard document

that has been referenced, you will be warned that the document is referenced.

Template Template documents act as a starting point from which changes are made.

When you first attach a template document to an entity, it is the template document

itself that is referenced. However, as soon as you change the document through the

Attachment window, a copy is made and it is the copy that is attached to the entity

This method of copying template documents only when necessary allows the

template to be modified and take affect as many places as possible. Due to the need

to copy document records, Image and OLE Object documents cannot be template

documents. Long Text documents can be template documents, however, the text

may be truncated at 32K. One - Time One - Time documents are used to capture

data to the specific entity that the document is being linked with. One-time

documents can be created on-the-fly in the Attachments window.

validated quantity

The validated quantity is the quantity of an item that respects all of the following

constraints: Atomicity, TUs, decimal precision, inter-class conversion tolerances.

validation entity

Entity for which the condition is to be validated.

validation template

A validation template names a condition and defines the semantics of how to

validate the condition. These are used to specify the constraining conditions for a

given constraint.

value

Data you enter in a parameter. A value can be a date, a name, or a code, depending

on the parameter.

Value-added Tax (VAT)

A tax on the supply of goods and services that is paid for by the consumer, but is

collected at each stage of the production and distribution chain.

vehicle

An exact instance of a vehicle type (for example, truck123). This information is sent

to the customer through the Advance Ship Notice.

vehicle type

The outermost container, such as a truck or railcar.

vendor

See supplier.

view

As defined in case is “a means of accessing a subset of the database as if it were a

table”. In simpler terms, a database view is a stored query.

warehouse

See organization.

warranty

A non-billable, zero-monetary service item attached directly to a product at

shipment.

waybill

A document containing a list of goods and shipping instructions relative to a

shipment.

waybill number

The number associated with a waybill that you record for the shipping batch at ship

confirmation.

Web Applications Dictionary

Oracle Web Applications Dictionary is a data dictionary that stores specific

information about application data including information about views, columns,

prompts, language, navigation, security, validation and defaulting.

WIP

See work in process.

work in process

An item in various phases of production in a manufacturing plant. This includes

raw material awaiting processing up to final assemblies ready to be received into

inventory.

Workflow

This determines the header flow for an order transaction type or line flows possible

for a line transaction type. There can be only one header flow associated with an

Order Transaction Type but a line Transaction Type can be coupled with different

Order Types and Item Types and there can be different flow couplings for the

permitted Transaction Type, Item Type combinations.

Workflow Engine

The Oracle Workflow component that implements a workflow process definition.

The Workflow Engine manages the state of all activities, automatically executes

functions, maintains a history of completed activities, and detects error conditions

and starts error processes. The Workflow Engine is implemented in server PL/SQL

and activated when a call to an engine API is made. See Account Generator,

activity, function, item type.

Workflow Process

This determines the header flow for an order transaction type or line flows possible

for a line transaction type. There can be only one header flow associated with an

order transaction type but a line transaction type can be coupled with different

order types and item types and there can be different flow couplings for the

permitted transaction type, item type combinations.

zone

The area within a concentric ring from a warehouse. A zone is used as a charging

mechanism for deliveries.

Oracle Apps

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Order Management Glossary