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Oracle Order Management Overview

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management Integration2

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management Integration3

What is Oracle Order Management?

AssetsAccountingDepreciation/ Asset TransactionsSuppliersInvoicesPayablesAssetsOrder ManagementReceivables

General LedgerInventoryPayables/ Expenses/ PaymentsReceivables/Revenue/ ReceiptsAccrualsCustomersInternal RequisitionsRequisitionsInventory ActivityItems

Subledger AccountingSubledger Entries

Purchasing/ iProcurement

Order to Cash Lifecycle

OrderingSchedulingAutoInvoice to ReceivablesShippingInvoicing/RevenueCollectionandReceiptsCash Management Transfer Accounting to GL via SLAAccountingOrderingCollectingBill PresentmentArchitecture1.2. 3.4.5.6.7.8.

What is Oracle Order Management?

Overview of Oracle Order ManagementOrder Capture and Order Fulfillment

Order to Cash Lifecycle

Bank ReconciliationInvoicePick ReleaseBookReceiptEnterReceivablesShip ConfirmOrder ManagementAutoInvoiceCash ManagementShipping Execution

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management IntegrationOrder to Cash Lifecycle with Standard ItemsOrder to Cash Lifecycle with PTO Models and PTO Kits AgreementOrder to Cash Lifecycle with Customer AcceptanceScheduling ProcessHoldsOrder and Quote PurgeBasic PricingShipping ExecutionReturn Material Authorization (RMA)Order Management Integration8CustomerSalespersonSales AdminLogisticCashier / Finance / AccountingShip Confirm InvoiceReceive PaymentTransfer to General LedgerEnterSales OrderBook and SchedullingRelease Sales Order for PickingCreateDelivery OrderPO CustomersPhone fromCustomerPick Confirm

Order Management Flow

Order to Cash Lifecycle

1. Enter header information on sales order 2. Enter line information on sales order3. Processing Constraints and Defaulting Rules4. The Pricing Engine5. View the workflow process for the order6. Check Availability and Book the order 7. Pick release the order8. Ship confirm the order9. Use Autoinvoice to create an invoice

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management IntegrationOrder to Cash Lifecycle with Standard ItemsOrder to Cash Lifecycle with PTO Models and PTO Kits AgreementOrder to Cash Lifecycle with Customer AcceptanceScheduling ProcessHoldsOrder and Quote PurgeBasic PricingShipping ExecutionReturn Material Authorization (RMA)Order Management Integration11

Sales Agreements

Negotiate long-term agreement Author and negotiate contract terms*Approve Sales AgreementCustomer signs Sales AgreementOrder against SA (Release)Accumulate quantities or dollar values ordered against SATerminate SA at expiration date or max agreed quantity or dollar value reached

*Requires Oracle Sales Contracts

Negotiation Agreement

Time period Products and item categoriesMin/Max quantities or dollar valuesPrices and discountsPayment and Freight terms

Approve Sales Agreement

Negotiation phase Status = Pending Internal ApprovalApproval step is optional controlled by Negotiation Flow associated to Sales Agreement TypeWorkflow notifications during the approval process

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management IntegrationOrder to Cash Lifecycle with Standard ItemsOrder to Cash Lifecycle with PTO Models and PTO Kits AgreementOrder to Cash Lifecycle with Customer AcceptanceScheduling ProcessHoldsOrder and Quote PurgeBasic PricingShipping ExecutionReturn Material Authorization (RMA)Order Management Integration15

Scheduling Process

CheckingAvailable to Promise (ATP)

Placing demand

Reserving on-hand inventory

Shipping the order

Running pick release See the web.. http://www.oracleug.com/user-guide/order-management/scheduling-and-booking16

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management IntegrationOrder to Cash Lifecycle with Standard ItemsOrder to Cash Lifecycle with PTO Models and PTO Kits AgreementOrder to Cash Lifecycle with Customer AcceptanceScheduling ProcessHoldsOrder and Quote PurgeBasic PricingShipping ExecutionReturn Material Authorization (RMA)Order Management Integration17

Holds

Order HoldSee the web.. http://www.oracleug.com/user-guide/order-management/scheduling-and-booking18

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management IntegrationOrder to Cash Lifecycle with Standard ItemsOrder to Cash Lifecycle with PTO Models and PTO Kits AgreementOrder to Cash Lifecycle with Customer AcceptanceScheduling ProcessHoldsOrder and Quote PurgeBasic PricingShipping ExecutionReturn Material Authorization (RMA)Order Management Integration19

Pricing Process

Entered order linePrice list or agreementUnit priceModifiers

Overview of Price Lists

Price Lists contains prices for various items and services and has the following characteristics:The price of an item can be a unit price, a percent price or a formulaPrice list information includes effective dates, currency, shipping information

Price ListSales Order Price of item is sent from price list to sales order / calling application

Pricing Engine

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management IntegrationOrder to Cash Lifecycle with Standard ItemsOrder to Cash Lifecycle with PTO Models and PTO Kits AgreementOrder to Cash Lifecycle with Customer AcceptanceScheduling ProcessHoldsOrder and Quote PurgeBasic PricingShipping ExecutionReturn Material Authorization (RMA)Order Management Integration23

Shipping Method

Shipping Execution Flow

Order Management Workflow ActivitiesSchedule - LineCreate SupplyShip LineSales Order Line in Ship Line Workflow activityOrder Management

ChangesOrder Line Status: Awaiting ShippingOrder Line:Ready to ReleaseShipping Execution

Shipping Process

Run Pick ReleaseShip ConfirmStaging Sub-InventoryPick ConfirmInventoryMove OrderCreates Move OrderDetails Move OrderMaterial DroppedLoad TruckTransact Move Order

Move Orders

Subinventory

Staging Location

Move OrdersRequest To Transfer Materials

Pick Confirmation

SubinventoryStaging Location

Transfers

Ship Confirm

Staging Location

ShipShip Confirm

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management IntegrationOrder to Cash Lifecycle with Standard ItemsOrder to Cash Lifecycle with PTO Models and PTO Kits AgreementOrder to Cash Lifecycle with Customer AcceptanceScheduling ProcessHoldsOrder and Quote PurgeBasic PricingShipping ExecutionReturn Material Authorization (RMA)Order Management Integration30

Return Material Authorization (RMA)

Creating RMAThere are three ways to create RMA's within Order Management.Identify a sales order to be returned and query the order lines. Reference a sales order, invoice, PO number or serial number of an itemReturn without originating sales order line

Agenda

Overview of Order Management Important Oracle Order Management flows Agreement Scheduling Process Holds Basic Pricing Shipping Execution Return Material Authorization (RMA) Order Management IntegrationOrder to Cash Lifecycle with Standard ItemsOrder to Cash Lifecycle with PTO Models and PTO Kits AgreementOrder to Cash Lifecycle with Customer AcceptanceScheduling ProcessHoldsOrder and Quote PurgeBasic PricingShipping ExecutionReturn Material Authorization (RMA)Order Management Integration33

Order Management IntegrationTypes of Order Management integration :Drop ShipmentBack-to-Back Orders

Drop Shipment

Order Management and Purchasing integrationSupplier ships directly to customerCustomerSupplierSellerShip ToPurchase OrderSales OrderInvoiceInvoicePurchase OrderAdvanced Shipment Notice

Drop Shipments Across Ledgers

Characteristics:Fulfilling drop shipments across multiple operating units, ledgers, or legal entitiesAutomating inter-company transactions between multiple operating units, ledgers, or legal entities

Drop Shipments Across Ledgers

Led1/OU1Led2/OU2Local Sales OrganizationFactory

CustomerPhysical Flow Led LedgerFinancial Transaction Flow OU Operating UnitLegend

Back-to-Back Orders

Links sales orders and purchase ordersPegging (hard reservation) of supply to demandAuto create requisitionsFlow of reservation supply from requisition to PO to inventoryUse of workflow to automate process steps

SupplierCustomerSellerPurchase OrderSales OrderPurchase OrderShipmentShipmentGetting Started Login to E-Business Suite

1321. Access E-Business Suite from browsers using URL2. Enter Valid User Name3. Enter Valid Password & Click Login Button

E-Business Suite Home page 1. View or respond to your most important notifications from the Worklist. 2. Access E-Business Suite functions from the Navigator. 3. Set Preferences. 4. Navigate to frequently-used functions or Web pages from Favorites.

Select Responsibility & Function 1231. Select Responsibility from List 2. Select Function to run from the Responsibility. 3. Notification Summary

Forms-Based Applications

1. Select Sub Menu / Function from List 2. Register Top Ten List for frequently used functions 12

The Forms Toolbar 1. The New icon opens a new record. 2. The Find... icon invokes the Find window. 3. The Show Navigator icon invokes the Navigator window. 4. The Save icon saves your data. The Next Step icon advances you to the next step of a process. The Switch Responsibilities icon invokes the list of your responsibilities for you to choose another. The Print... icon prints the current screen. In some cases it may print a report associated with the current data. 8. The Close Form icon closes all windows of the current form. 9. The Cut icon cuts the current selection to the clipboard. 10.The Copy icon copies the current selection to the clipboard. 11.The Paste icon pastes from the clipboard into the current field. 12.The Clear Record icon erases the current record from the form. 13.The Delete icon deletes the current record from the database. 14.The Edit Field... icon displays the Editor window for the current field. 15.The Zoom icon invokes customer-defined drill-down behavior. 16.The Translations... icon invokes the Translations window. The Attachments icon invokes the Attachments window. If attachments already exist, the icon appears as a paperclip holding paper. 18.The Folder Tools icon invokes the Folder Tools palette window. 19.The Window Help icon invokes online help for the current window.

Sales OrderEnter Sales Order

Sales Order Sales Order Entry with Discount

Sales OrderSales Order Entry with Discount

Sales Order Inventory Availability

Approved Sales OrderSales Order Booked

Approved Sales OrderSales Order Booked

Approved Sales OrderQuery Inventory Reservation by Sales Order

Approved Sales OrderQuery Inventory On-hand Availability

Release Sales Order for PickingRelease Sales Order for Inventory Picking

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Release Sales Order for PickingRelease Sales Order for Inventory Picking

Pick ConfirmInventory Picking Confirm

Create Delivery Order Create Delivery Note/Packing Slip

Ship Confirm