basics of oracle order management
DESCRIPTION
Oracle Document which covers the basics of Order Management for beginners...TRANSCRIPT
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Copyright © 2007, Oracle. All rights reserved.
Oracle Order Management
Manufacturing Functional Foundation
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Objectives
After completing this lesson, you should be able to do the following:
• Describe the Order Management process flow
• Identify the Entity Relationship Diagrams (ERDs) and major tables used in Order Management
• Discuss the open interfaces and Application Programming Interfaces (APIs) for Order Management
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Agenda
• Order Management Overview
• Order Management Transactions and Entity Relationship Diagrams (ERDs)
• Order Management Application Programming Interfaces (APIs) and Open Interfaces
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Order to Cash Lifecycle
Bank ReconciliationInvoice
Pick Release
Book Orders
Receiving Payment
Enter and Price Orders
Receivables
Ship Confirm
Order Management
AutoInvoiceCash Management
Shipping Execution
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Order Entry
Enter a (Quick)Sales Order,Blanket Sales Agreement,
Drop Shipment, Internal Order or Copy an Order
Importfrom
CRM (Quoting / iStore)
EDI / XML
Order Import
Interface
Order
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Managing Orders
View and perform actions
on
Orders
Order Lines
Find in the Order Organizer
or
Query in the Sales Orders or Pricing and Availability windows
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Basic Pricing
Basic pricing, integrated in Order Management, enables you to:
• Set up price lists and secondary lists
• Create static formulas
• Calculate discounts by percentage or amount
• Apply surcharges, freight, and special charges
• Set up pricing agreements
• Define attributes for pricing contexts
• Set Government Service Administration (GSA) pricing
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Enter order line
with item(s) / service
Price list or agreement is
called for pricing the
item
Unit price is calculated on the order line
for the item(s) / service
Modifiers are applied to change the listed
price
Pricing Process
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Sales Order Scheduling
Schedule Actions Description
ATP Inquiry
Makes delivery commitments to customers when taking orders, or to verify from where lines can be fulfilled.
Schedule / UnscheduleProvides schedule dates and warehouses that will fulfill the customers requests.
Reserve / UnreserveAllocates inventory to specific order lines from a warehouse, subinventory, lot, or revision.
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Order Management Integration
Product Suite Product(s)
Supply Chain Management
Inventory, Bill of Material, Install Base, Configurator, Pricing, Shipping, DBI, Planning
Financials (including Procurements)
Receivables, Payments, Credit Management, GL, TCA, eBTax
CRM (including JTF) Quoting, iStore, Web Analytics
Miscellaneous Workflow, XML Gateway, e-Commerce Gateway
And many more…
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Oracle Order Management Suite
• Order Management
• Shipping Execution
• Configurator
• Advanced Pricing
• Release Management
• e-Commerce / XML Gateway
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Shipping Execution Overview
• Trip and Delivery Planning
• Picking Release
• Ship Confirm
Pick Release Ship Confirm
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Configurator Overview
Configurator includes:
• Pick to Order /Kits
• Assemble to Order
• Configure to Order
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Advanced Pricing Overview
Entered order line
Multiple Price lists or agreements
Unit price
More Modifiers,Point/Range Price Breaks, and Dynamic
Formulas
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Release Management Overview
Customer Demand
Order Management
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e-Commerce / XML Gateway Overview
Order Management
EDI / XML Gateway
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Agenda
• Order Management Overview
• Order Management Transactions and Entity Relationship Diagrams (ERDs)
• Order Management Application Programming Interfaces (APIs) and Open Interfaces
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Sales Order Window
Enter, view, and update sales orders using the Sales Orders window. You can also enter returns using the
Sales Orders window.
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Order Management Summary
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OE_ORDER_HEADERS_ALL
• This table stores information about order headers.
• Each row includes the customer name, order type, and payment information.
• The order header remains open until all lines are closed and then is closed as part of the end of month process.
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OE_ORDER_LINES_ALL
• This table stores information about order lines.
• Each row includes the customer bill-to and ship-to as well as the item ordered, pricing, and shipping information.
• Each order line follows its own workflow path. Therefore a mixed order can contain both order and return lines.
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OE_TRANSACTION_TYPES_ALL
• This table stores information about transaction types.
• Each row includes the workflow that the order and lines will follow to complete the process as well as other defaults such as invoice rules, accounting rules and shipping information.
• There are no seeded default transaction types. There are seeded workflows that can be used to create the transaction types.
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OE_PAYMENTS
• This table stores information about payment types.
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OE_ORDER_HOLDS_ALL
• This table stores information about order holds.
• Oracle Order Management provides you with the ability to apply holds to orders, returns, and lines in the Sales Orders window. In addition, you can apply holds for existing or future single or multiple orders, returns, and lines.
• Each row contains the information on one hold including who placed it and who released it.
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QP_LIST_HEADERS_B
• This table stores information about price list headers.
• Price lists contain item and item category prices. You can define and maintain multiple price lists.
• Each row includes list name, description, and currency information.
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QP_LIST_LINES
• This table stores information about price list lines.
• Each row includes list items, pricing, qualifiers, secondary price list, and pricing formulas.
• You can define the following types of prices on price lists:– Unit price: Price of the item / service.– Percent Price: Price of the service item calculated as
percent of the item’s price– Formula: Multiple pricing entities and constant
values related by arithmetic operators.– Price Break: If the price of an item varies with the
quantity ordered, you can define bracket pricing or price breaks.
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Agenda
• Order Management Overview
• Order Management Transactions and Entity Relationship Diagrams (ERDs)
• Order Management Application Programming Interfaces (APIs) and Open Interfaces
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Order Management Interfaces
• Process Order API
• Order Import Interface
• Receivables (Invoice) Interface
• Ship Confirm Interface
• And Many More…
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Import Orders Concurrent Program
Order Import can import new, changed, and completed sales orders or returns from other applications such
as a legacy system.
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Order Import Process
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OE_HEADERS_IFACE_ALL
• This table stores information about Order Import Header records for transactions imported into Oracle Order Management.
• Each row contains information on the originating source, the change requested, pricing, shipping methods, freight terms, and original transaction.
OrderSource
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OE_LINES_IFACE_ALL
• This table stores information about order lines that are imported from feeder systems into Oracle Order Management.
• Each row includes information on the originating system, change that was made, shipment details, items details, and original transaction.
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OE_CREDITS_IFACE_ALL
• This table stores information about order sales credits that are to be imported into Order Management.
• Each row includes information on the originating system, the changes made, and the sales credits.
Credit
Order Management
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Process Order API
Inserting
Validating Updating
Deleting
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Summary
In this lesson, you should have learned how to:
• Describe the Order Management process flow
• Identify the major tables used in Order Management
• Discuss the open interfaces and APIs for Order Management