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  • 1-5 of 5
  • Andrea Del Sorbo

    The field name is PreCreditCheckedFlag it can be not change manually from user interface, only with a rule.

    This field PreCreditCheckedFlag is in the list at this link:

    https://docs.oracle.com/en/cloud/saas/supply-chain-management/19a/faiom/extend.html#FAIOM2829477

    Regards

    Andrea

  • Andrea Del Sorbo

    Hi,

    with OTBI is possible to get this information with the subject area "Marketing - CRM Lead to Order"

    Regards

    Andrea

    ---This is an example of SQL of OTBI

    SET VARIABLE PREFERRED_CURRENCY='User Preferred Currency 1';SELECT s_0, s_1, s_2, s_3, s_4, s_5, s_6, s_7, s_8, s_9, s_10, s_11, s_12, s_13, s_14, s_15, s_16 FROM (
    SELECT
       0 s_0,
       "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1,
       "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2,
       "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3,
       "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4,
       "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5,
       "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6,
       "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7,
       "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8,
       CAST(NULL AS VARCHAR(1)) s_9,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10,
       CAST(NULL AS VARCHAR(1)) s_11,
       CAST(NULL AS VARCHAR(1)) s_12,
       CAST(NULL AS VARCHAR(1)) s_13,
       CAST(NULL AS VARCHAR(1)) s_14,
       CAST(NULL AS VARCHAR(1)) s_15,
       FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16
    FROM "Marketing - CRM Lead to Order"
    WHERE
    (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1)
    UNION ALL
    SELECT
       s_0 s_0,
       s_1 s_1,
       s_2 s_2,
       s_3 s_3,
       s_4 s_4,
       s_5 s_5,
       s_6 s_6,
       s_7 s_7,
       s_8 s_8,
       s_9 s_9,
       s_10 s_10,
       s_11 s_11,
       s_12 s_12,
       s_13 s_13,
       s_14 s_14,
       s_15 s_15,
       s_16 s_16
    FROM (
    SELECT
       1 s_0,
       "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1,
       "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2,
       "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3,
       "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4,
       "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5,
       "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6,
       "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7,
       "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8,
       "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10,
       CAST(NULL AS VARCHAR(1)) s_11,
       CAST(NULL AS VARCHAR(1)) s_12,
       CAST(NULL AS VARCHAR(1)) s_13,
       CAST(NULL AS VARCHAR(1)) s_14,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15,
       FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16
    FROM "Marketing - CRM Lead to Order"
    WHERE
    (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1)
    ) q1 
    WHERE
    s_10 IN ('300000024857636')
    UNION ALL
    SELECT
       s_0 s_0,
       s_1 s_1,
       s_2 s_2,
       s_3 s_3,
       s_4 s_4,
       s_5 s_5,
       s_6 s_6,
       s_7 s_7,
       s_8 s_8,
       s_9 s_9,
       s_10 s_10,
       s_11 s_11,
       s_12 s_12,
       s_13 s_13,
       s_14 s_14,
       s_15 s_15,
       s_16 s_16
    FROM (
    SELECT
       2 s_0,
       "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1,
       "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2,
       "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3,
       "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4,
       "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5,
       "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6,
       "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7,
       "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8,
       "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10,
       CAST(NULL AS VARCHAR(1)) s_11,
       CAST(NULL AS VARCHAR(1)) s_12,
       CAST(NULL AS VARCHAR(1)) s_13,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 7 Account Name") s_14,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15,
       FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16
    FROM "Marketing - CRM Lead to Order"
    WHERE
    (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1)
    ) q2 
    WHERE
    s_15 IN ('300000024859213')
    UNION ALL
    SELECT
       s_0 s_0,
       s_1 s_1,
       s_2 s_2,
       s_3 s_3,
       s_4 s_4,
       s_5 s_5,
       s_6 s_6,
       s_7 s_7,
       s_8 s_8,
       s_9 s_9,
       s_10 s_10,
       s_11 s_11,
       s_12 s_12,
       s_13 s_13,
       s_14 s_14,
       s_15 s_15,
       s_16 s_16
    FROM (
    SELECT
       3 s_0,
       "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1,
       "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2,
       "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3,
       "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4,
       "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5,
       "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6,
       "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7,
       "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8,
       "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10,
       CAST(NULL AS VARCHAR(1)) s_11,
       CAST(NULL AS VARCHAR(1)) s_12,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 6 Account Name") s_13,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 7 Account Name") s_14,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15,
       FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16
    FROM "Marketing - CRM Lead to Order"
    WHERE
    (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1)
    ) q3 
    WHERE
    (s_14 IN ('300000024862588')) OR (s_14 IN ('300000024862554'))
    UNION ALL
    SELECT
       s_0 s_0,
       s_1 s_1,
       s_2 s_2,
       s_3 s_3,
       s_4 s_4,
       s_5 s_5,
       s_6 s_6,
       s_7 s_7,
       s_8 s_8,
       s_9 s_9,
       s_10 s_10,
       s_11 s_11,
       s_12 s_12,
       s_13 s_13,
       s_14 s_14,
       s_15 s_15,
       s_16 s_16
    FROM (
    SELECT
       4 s_0,
       "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1,
       "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2,
       "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3,
       "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4,
       "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5,
       "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6,
       "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7,
       "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8,
       "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10,
       CAST(NULL AS VARCHAR(1)) s_11,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 5 Account Name") s_12,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 6 Account Name") s_13,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 7 Account Name") s_14,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15,
       FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16
    FROM "Marketing - CRM Lead to Order"
    WHERE
    (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1)
    ) q4 
    WHERE
    (s_13 IN ('300000024862588')) OR (s_13 IN ('300000024866303'))
    UNION ALL
    SELECT
       s_0 s_0,
       s_1 s_1,
       s_2 s_2,
       s_3 s_3,
       s_4 s_4,
       s_5 s_5,
       s_6 s_6,
       s_7 s_7,
       s_8 s_8,
       s_9 s_9,
       s_10 s_10,
       s_11 s_11,
       s_12 s_12,
       s_13 s_13,
       s_14 s_14,
       s_15 s_15,
       s_16 s_16
    FROM (
    SELECT
       5 s_0,
       "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1,
       "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2,
       "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3,
       "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4,
       "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5,
       "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6,
       "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7,
       "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8,
       "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 4 Account Name") s_11,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 5 Account Name") s_12,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 6 Account Name") s_13,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 7 Account Name") s_14,
       IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15,
       FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16
    FROM "Marketing - CRM Lead to Order"
    WHERE
    (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1)
    ) q5 
    WHERE
    (s_12 IN ('300000024862588')) OR (s_12 IN ('300000024863020'))
    ) djm ORDER BY 1, 2 ASC NULLS FIRST, 11 ASC NULLS FIRST, 10 ASC NULLS FIRST, 16 ASC NULLS FIRST, 9 ASC NULLS FIRST, 15 ASC NULLS FIRST, 8 ASC NULLS FIRST, 14 ASC NULLS FIRST, 7 ASC NULLS FIRST, 13 ASC NULLS FIRST, 6 ASC NULLS FIRST, 12 ASC NULLS FIRST
    FETCH FIRST 75001 ROWS ONLY

     

     

     

    ---This is an example of XML

    <saw:report xmlns:saw="com.siebel.analytics.web/report/v1.1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:sawx="com.siebel.analytics.web/expression/v1.1" xmlVersion="201201160">   
       <saw:criteria xsi:type="saw:simpleCriteria" subjectArea="&quot;Marketing - CRM Lead to Order&quot;" withinHierarchy="true">      
          <saw:columns>         
             <saw:column xsi:type="saw:hierarchicalColumn" hierarchyID="Customer" tableName="&quot;Customer&quot;" dimensionID="Customer" columnID="c8b0b4c64509de4e4">            
                <saw:hierarchyLevels>               
                   <saw:hierarchyLevel levelID="Corporate Account"/>               
                   <saw:hierarchyLevel levelID="Level 8 Account Name"/>               
                   <saw:hierarchyLevel levelID="Level 7 Account Name"/>               
                   <saw:hierarchyLevel levelID="Level 6 Account Name"/>               
                   <saw:hierarchyLevel levelID="Level 5 Account Name"/>               
                   <saw:hierarchyLevel levelID="Level 4 Account Name"/>               
                   <saw:hierarchyLevel levelID="Level 3 Account Name"/>               
                   <saw:hierarchyLevel levelID="Level 2 Account Name"/>               
                   <saw:hierarchyLevel levelID="Level 1 Account Name"/>               
                   <saw:hierarchyLevel levelID="Customer Name"/></saw:hierarchyLevels></saw:column>         
             <saw:column xsi:type="saw:regularColumn" columnID="ce115722b587e4eef">            
                <saw:columnFormula>               
                   <sawx:expr xsi:type="sawx:sqlExpression">"Customer"."Level 1 Account Name"</sawx:expr></saw:columnFormula></saw:column>         
             <saw:column xsi:type="saw:regularColumn" columnID="cedab1da1739cab8d">            
                <saw:columnFormula>               
                   <sawx:expr xsi:type="sawx:sqlExpression">"Customer"."Level 2 Account Name"</sawx:expr></saw:columnFormula></saw:column>         
             <saw:column xsi:type="saw:regularColumn" columnID="c358d5af07bf457b3">            
                <saw:columnFormula>               
                   <sawx:expr xsi:type="sawx:sqlExpression">"Customer"."Level 3 Account Name"</sawx:expr></saw:columnFormula></saw:column>         
             <saw:column xsi:type="saw:regularColumn" columnID="c0fcb4bd165afaacf">            
                <saw:columnFormula>               
                   <sawx:expr xsi:type="sawx:sqlExpression">"Customer"."Level 4 Account Name"</sawx:expr></saw:columnFormula></saw:column>         
             <saw:column xsi:type="saw:regularColumn" columnID="c3ed2e268a9a32055">            
                <saw:columnFormula>               
                   <sawx:expr xsi:type="sawx:sqlExpression">"Customer"."Level 5 Account Name"</sawx:expr></saw:columnFormula></saw:column>         
             <saw:column xsi:type="saw:regularColumn" columnID="c09ffac3d8fd243f6">            
                <saw:columnFormula>               
                   <sawx:expr xsi:type="sawx:sqlExpression">"Customer"."Level 6 Account Name"</sawx:expr></saw:columnFormula></saw:column>         
             <saw:column xsi:type="saw:regularColumn" columnID="c1e926e38f074f5b8">            
                <saw:columnFormula>               
                   <sawx:expr xsi:type="sawx:sqlExpression">"Customer"."Level 7 Account Name"</sawx:expr></saw:columnFormula></saw:column>         
             <saw:column xsi:type="saw:regularColumn" columnID="c3c7bb5ebfc5e84dd">            
                <saw:columnFormula>               
                   <sawx:expr xsi:type="sawx:sqlExpression">FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name"))</sawx:expr></saw:columnFormula></saw:column></saw:columns>
          <saw:filter>
             <sawx:expr xsi:type="sawx:comparison" op="notEqual">
                <sawx:expr xsi:type="sawx:sqlExpression">FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name"))</sawx:expr>
                <sawx:expr xsi:type="xsd:decimal">1</sawx:expr></sawx:expr></saw:filter></saw:criteria>   
       <saw:views currentView="0">      
          <saw:view xsi:type="saw:compoundView" name="compoundView!1">         
             <saw:cvTable>            
                <saw:cvRow>               
                   <saw:cvCell viewName="titleView!1"/></saw:cvRow>            
                <saw:cvRow>               
                   <saw:cvCell viewName="pivotTableView!1"/></saw:cvRow></saw:cvTable></saw:view>      
          <saw:view xsi:type="saw:titleView" name="titleView!1"/>      
          <saw:view xsi:type="saw:pivotTableView" name="pivotTableView!1" scrollingEnabled="true">         
             <saw:edges>            
                <saw:edge axis="page" showColumnHeader="true"/>            
                <saw:edge axis="section"/>            
                <saw:edge axis="row" showColumnHeader="true">               
                   <saw:edgeLayers>                  
                      <saw:edgeLayer type="column" columnID="c8b0b4c64509de4e4">
                         <saw:drillState>
                            <saw:drillStep drillType="down">
                               <saw:QDR>
                                  <saw:staticMemberGroup>
                                     <saw:groupType>
                                        <sawx:columnRefExpr columnID="c8b0b4c64509de4e4"/></saw:groupType>
                                     <saw:hierarchyMembers>
                                        <saw:hierarchyLevelMembers>
                                           <saw:hierarchyLevel levelID="Corporate Account"/>
                                           <saw:members xsi:type="saw:stringMembers">
                                              <saw:value>300000024857636</saw:value></saw:members></saw:hierarchyLevelMembers></saw:hierarchyMembers></saw:staticMemberGroup>
                                  <saw:target>
                                     <sawx:columnRefExpr columnID="c8b0b4c64509de4e4"/></saw:target></saw:QDR>
                               <saw:selectionGroups>
                                  <saw:selectionGroup columnID="c8b0b4c64509de4e4" groupID="0"/></saw:selectionGroups></saw:drillStep>
                            <saw:drillStep drillType="down">
                               <saw:QDR>
                                  <saw:staticMemberGroup>
                                     <saw:groupType>
                                        <sawx:columnRefExpr columnID="c8b0b4c64509de4e4"/></saw:groupType>
                                     <saw:hierarchyMembers>
                                        <saw:hierarchyLevelMembers>
                                           <saw:hierarchyLevel levelID="Level 7 Account Name"/>
                                           <saw:members xsi:type="saw:stringMembers">
                                              <saw:value>300000024862588</saw:value></saw:members></saw:hierarchyLevelMembers></saw:hierarchyMembers></saw:staticMemberGroup>
                                  <saw:target>
                                     <sawx:columnRefExpr columnID="c8b0b4c64509de4e4"/></saw:target></saw:QDR>
                               <saw:selectionGroups>
                                  <saw:selectionGroup columnID="c8b0b4c64509de4e4" groupID="0"/></saw:selectionGroups>
                               <saw:drillParents>
                                  <saw:drillParent columnID="c8b0b4c64509de4e4" levelID="Level 8 Account Name">
                                     <saw:members xsi:type="saw:stringMembers">
                                        <saw:value>300000024859213</saw:value></saw:members></saw:drillParent></saw:drillParents></saw:drillStep>
                            <saw:drillStep drillType="down">
                               <saw:QDR>
                                  <saw:staticMemberGroup>
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                            <saw:drillStep drillType="down">
                               <saw:QDR>
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                                  <saw:target>
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                            <saw:drillStep drillType="down">
                               <saw:QDR>
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                                  <saw:target>
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                            <saw:drillStep drillType="down">
                               <saw:QDR>
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                                     <saw:hierarchyMembers>
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                                  <saw:target>
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                               <saw:QDR>
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                      <saw:edgeLayer type="column" columnID="ce115722b587e4eef"/>                  
                      <saw:edgeLayer type="column" columnID="cedab1da1739cab8d"/>                  
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  • Andrea Del Sorbo

    Hi,

    yes I can explain it. It is based on the outstanding authorization.

    1. AR Balance -> yes it is considered, the credit check at order submission marks checks the Open balance AR

    2. Shipped not Invoiced? -> Once the sales order is submitted a line of Outstanding authorization is entered in table. In this moment are recorded the submitted sales orders that have not been invoiced yet. Once the sales order is invoiced the credit change from Outstanding authorization  to Open balance 

    3. Booked lines? -> Yes. If you need to exclude some sales order is needed to update a flag on header level with a transformation rule or with an order management extension rule.

    Hopefully it helped

  • Andrea Del Sorbo

    Hi,

    the actual solution to achieve it is to implement the guidelines. Please follow the note below

     
    How to Create Pricing Guidelines for Price Violation and Create Processing Constraint To Prevent Sales Order Submission? (Doc ID 2312228.1)

     

     

  • Andrea Del Sorbo

    Hi,

    is it possible to add a link to the the purchase order to open directly the page "manage orders" with the purchase order number as parameter?

    Regards

    Andrea