oip order information portal michelle taylor principal functional consultant darc corporation

OIP Order Information Portal

OIP Order Information Portal

Michelle Taylor

Principal Functional Consultant

DARC Corporation

AgendaAgenda

• Order Information Portal Overview• Order Information Tabs

• Home• Order Status• Delivery• Customer Service

• Q&A

OIP Order Information PortalOIP Order Information Portal

• Order Information Portal Overview– Order Information is a web-enabled, self-service

Oracle application that enables you to view detailed sales order and delivery information online.

– Order Information also provides a variety of web inquiries, order processing flows, and workflows.

– The standard order inquiry flows enable you to navigate through web pages to access order related information.

– Data returned by Order Information inquiries uses Oracle Applications database views.

– For example, you can view specific ship-to information.

– Once the appropriate search criteria is entered, you can navigate to Delivery Line Details and view ship-to, additional delivery, and shipping information.• Note: You cannot make changes to an order from

within Order Information.

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

– Order Information can be integrated for use in a business-to-business environment, business-to-customer environment, or a combination of both environments.

– Responsibility level security can be used to exclude or include user access to order and delivery information.

OIP Order Information PortalOIP Order Information Portal

• Order Information Tabs– Home– Order Status– Delivery– Customer Service

• Home– When you sign on to Order Information, the Home

tab is your default page. – This page displays recent orders, recent deliveries,

and a What’s New section.– The Home tab can be customized to include

information relevant to your business.

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Order Status– The Order Status tab enables you to search for sales

orders and their details.– You can access other order information about quality,

pricing, invoicing, and shipping from this tab.– Return Requests are initiated from the Order Status

tab.

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Order Status> Regions

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Oracle Quality creates RMA and sends them to Order Management for processing. – In addition, Order Management provides visibility to

Quality Plans for items displayed via the Order Information Portal through integration with Quality.

OIP Order Information PortalOIP Order Information Portal

• Order Status> Invoice Information

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• The following view is the Oracle BPA version of the invoice which uses XML publisher technology.

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Order Status> Line Details

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Order Status> Delivery Summary

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Order Status> Pricing Details

OIP Order Information PortalOIP Order Information Portal

• Return Request

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Using Advanced Search, You Can Query Lines Based On The Actual Arrival Date Range– You can query on the actual arrival date, called the

Actual Arrival Date. – You can search for a date range.

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Delivery– The Delivery tab enables you to search for deliveries

and view their details, including allowing customers to view when items shipped.

– Delivery details can also be accessed from the sales order information page in the Order Status tab.

OIP Order Information PortalOIP Order Information Portal

• Using Advanced Query, you can query on a Planned Ship Date range, Actual Ship Date range, Planned Arrival Date range, Actual Arrival Date range, and on the vehicle type and name.

• Using Advanced Search, You Can Query Lines Based On a Planned Ship Date Range

– The Scheduled Ship Date field is now called the Planned Ship Date, where you can search for a date range.

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Using Advanced Search, You Can Query Lines Based On The Planned Arrival Date Range– You can query on the expected arrival date, called the

Planned Arrival Date. You can search for a date range.

• Using Advanced Search, you can query lines based on the Actual Ship Date.

• Using Advanced Search, You Can Query Lines Based On The Actual Arrival Date Range– You can query on the actual arrival date, called the

Actual Arrival Date. – You can search for a date range.

OIP Order Information PortalOIP Order Information Portal

• Using Advanced Search, You Can Query First And Last Legs Of Trips Based On The Vehicle Type And Name– Transportation companies need to view

transportation schedules based on all their 40-foot trucks, or a particular license plate. You can query for first and last legs based on vehicle type and name.

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Defect Reporting

OIP Order Information PortalOIP Order Information Portal

OIP Order Information PortalOIP Order Information Portal

• Customer Service

– The Customer Service tab contains a Contact Us section that lists contact information for your company.

– This information is can be customized to meet your business needs.

– The Customer Service tab enables you to view the list of contact people defined for each of the following functional areas:

OIP Order Information PortalOIP Order Information Portal

• Technical Help• Delivery Problems• Order Issues

• A specified contact name and e-mail address are used for communicating the related issues.

• The contact can either be a representative of the customer site or the manufacturer directly.

• The contact name and information are defined by the system administrator.

OIP Order Information PortalOIP Order Information Portal

QuestionsQuestions

DARC PresentationsDARC Presentations

8:30 - 9:10 AM CST (Crystal I)Leveraging Oracle Business Accelerators to Manage E-Business Implementations

9:20 - 10:00 AM CST (Venetian lI) Projects: What is PA Autoaccounting and How Does it Work?10:10 - 10:50 AM CST (English) The Power of Personalization in the E-Business Suite12:30-1:10 PM CST (Oak l) Warehouse Management: Using LPNs and the Packing Workbench12:30-1:10 PM CST (Venetian II) Mystery Solved: Pay on Receipt

2:10 - 2:50 PM CST (Crystal Il)Are you Down with OIP (Order Information Portal)? Well, Come, Listen, Ask & Learn and You Can Be!

Thank You!

www.darc.com 312-895-6035